DONOR ADVISED INVESTMENT FUNDS

Brand Owner (click to sort) Address Description
ADVANCE CHANGE FUND AMALGAMATED BANK 275 7th Ave. New York NY 10001 donor-advised investment of funds for charitable purposes;FUND;
ADVISOR CHARITABLE GIFT FUND The Trustees of Fidelity Investments Charitable Gift Fund 200 Seaport Boulevard Boston MA 02210 Donor-advised investment of funds for charitable purposes; charitable fund raising services; financial management services; providing financial information by electronic means;CHARITABLE GIFT FUND;
ADVISOR CHARITABLE GIFT FUND Trustees of Fidelity Investments Charitable Gift Fund 82 Devonshire Street Boston MA 02109 Donor-advised investment of funds for charitable purposes; charitable fund raising services; financial management services; providing financial information by electronic means;as to ADVISOR;CHARITABLE GIFT FUND;
AMALGAMATED FOUNDATION AMALGAMATED BANK 275 7th Ave. New York NY 10001 donor-advised investment of funds for charitable purposes;FOUNDATION;
DYNAMIC GIVING FMR CORP. 82 Devonshire Street Boston MA 02109 Donor-advised investment of funds for charitable purposes; charitable fund raising services; financial management and advisory services featuring the integrated management of investments and charitable donations;GIVING;
ECGF Trustees of Fidelity Investments Charitable Gift Fund 82 Devonshire Street Boston MA 02109 Donor-advised investment of funds for charitable purposes; charitable fund raising services; financial management services; providing financial information by electronic means;
FIDELITY CHARITABLE FMR 245 Summer Street Boston MA 02210 Donor-advised investment of funds for charitable purposes; charitable fund raising services; grant making services, namely, making monetary grants to public charities as recommended by donors; financial services, namely, pooled income fund program whereby donors contribute to a public charity and receive income payments; providing financial information via the Internet;CHARITABLE;
FIDELITY CHARITABLE SERVICES FMR 245 Summer Street Boston MA 02210 Donor-advised investment of funds for charitable purposes; charitable fund raising services; financial management services; automated securities trade execution services; providing financial information via the Internet;CHARITABLE SERVICES;
FIDELITY CHARITABLE SERVICES FMR 245 Summer Street Boston MA 02210 Donor-advised investment of funds for charitable purposes; charitable fund raising services; financial management services; automated securities trade execution services; providing financial information via the Internet;CHARITABLE SERVICES;
GIVING ACCOUNT The Trustees of Fidelity Investments Charitable Gift Fund 200 Seaport Boulevard Boston MA 02210 Donor-advised investment of funds for charitable purposes; charitable fund raising services; financial management services; providing financial information by electronic means;ACCOUNT;
GUIDESTREAM CHARITABLE GIFT FUND The Free Methodist Foundation 8050 Spring Arbor Road Spring Arbor MI 49283 Donor-advised investment of funds for charitable purposes; Charitable fund management, namely, accepting and administering monetary charitable contributions; raising and distributing charitable funds; Managing donor-advised funds for charitable purposes; managing endowment funds for charitable purposes; providing administrative services for private foundations in connection with philanthropic contributions for charitable purposes; Investment consulting in the field of donor-advised funds and philanthropic contributions for charitable purposes; providing information in the fields of donor-advised funds for charitable purposes; philanthropic contributions for charitable purposes, and charitable fund management, namely, accepting and administering monetary charitable contributions;GUIDE STREAM CHARITABLE GIFT FUND;CHARITABLE GIFT FUND;
LEGACY CHARITABLE The Free Methodist Foundation 8050 Spring Arbor Road Spring Arbor MI 49283 DONOR-ADVISED INVESTMENT OF FUNDS FOR CHARITABLE PURPOSES; CHARITABLE FUND MANAGEMENT, namely, ACCEPTING AND ADMINISTERING MONETARY CHARITABLE CONTRIBUTIONS; RAISING AND DISTRIBUTING CHARIT ABLE FUNDS; MANAGING DONOR-ADVISED FUNDS FOR CHARITABLE PURPOSES; MANAGING ENDOWMENT FUNDS FOR CHARITABLE PURPOSES; PROVIDING ADMIN ISTRATIVE SERVICES FOR PRIVATE FOUNDATIONS IN CONNECTION WITH PHILAN THROPIC CONTRIBUTIONS FOR CHARITABLE PURPOSES ; INVESTMENT CONSULTING IN THE FIELD OF DONOR-ADVISED FUNDS AND PHILANTHROPIC CONTRIBUTIONS FOR CHARITABLE PURPOSES; PROVIDING INFORMATION IN THE FIELDS OF DONORADVISED FUNDS FOR CHARITABLE PURPOSES; PHILANTHROPIC CONTRIBUTIONS FOR CHARITABLE PURPOSES, AND CHARITABLE FUND MANAGEMENT, namely, ACCEPTING AND ADMINISTERING MONETARY CHARITABLE CONTRIBUTIONS;
LOVE GIVES National Christian Charitable Foundation, Inc. 11625 Rainwater Drive Suite 500 Alpharetta GA 30009 Donor-advised investment of funds for charitable purposes; Charitable fund management, namely, accepting and administering monetary charitable contributions; raising and distributing charitable funds; Managing donor-advised funds for charitable purposes; Managing endowment funds for charitable purposes; Charitable fund raising services; financial consultation, namely, investment consulting in the field of donor-advised funds and philanthropic contributions for charitable purposes; providing information in the fields of donor­-advised funds for charitable purposes, philanthropic contributions for charitable purposes, and charitable fund management, namely, accepting and administering monetary charitable contributions;
MAKE A LASTING IMPRESSION FMR 245 Summer Street Boston MA 02210 Donor-advised investment of funds for charitable purposes; charitable fund raising services; financial administration of charitable and philanthropic foundations; financial management services; providing financial information by electronic means; providing financial account and investment information by means of an Internet web site;
 

Where the owner name is not linked, that owner no longer owns the brand

    
Technical Examples
  1. Described herein is method of managing an investment portfolio having a plurality of investment funds, said managing method comprising establishing an allocation of assets among said investment funds and rebalancing said investment funds substantially back to said allocation on a periodic basis. Also described is a method wherein the rebalancing back to the allocation is initiated in response to a transaction, such as a withdrawal loan issue, or change in allocation, in one or more of the funds.