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State Requirements: Massachusetts*

Transitioning your private foundation to a Giving Account at Fidelity Charitable will let you continue your philanthropic mission — with fewer administrative burdens, lower costs, more privacy, and greater tax advantages. The following set of procedures is meant to make this process easier:1

Additional information may be found at: http://www.sec.state.ma.us/cor/corpweb/cornp/npinf.htm under Government Links — State Government — Executive — Attorney General; Non-Profits & Charities.

For more information on establishing a Giving Account, please call a Charitable Planning Specialist at 800-262-4406 or visit FidelityCharitable.org.

* As of October, 2011.
1 In addition to the state-specific guidelines found here, please comply with the federal requirements listed in the accompanying web site (or online at www.IRS.gov). Please note that some state guidelines overlap with federal requirements.