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M&A Activity Drives Time-Sensitive Charitable Opportunity

We have created this short paper to examine how sunsetting offshore hedge fund fee deferral programs can turn into a win for charity.

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About Fidelity Charitable®

Fidelity Charitable is an independent public charity that has helped donors support more than 278,000 nonprofit organizations with nearly $35 billion in grants since its inception in 1991. Fidelity Charitable® has accepted contributions of over $6 billion in complex, non-publicly traded assets and works directly with donors, their advisors, and corporate and business lawyers to facilitate the charitable transfer of these assets to achieve the most favorable tax treatment with the greatest charitable impact.