Fidelity® Charitable Gift Fund Electronic Funds Transfer Disclosures
Use of Electronic Funds Transfer:
I may use Electronic Funds Transfer to transfer funds electronically from my account at my bank to the
Fidelity® Charitable Gift Fund (”Gift Fund”) to make an irrevocable contribution to my Giving Account at the
Gift Fund. Transfers are processed through the Automated Clearing House (ACH) system and my bank that
holds my account must participate in the ACH system for me to use this service. My bank account must be
either a personal savings account or a personal checking account; a bank account registered in the name of
a corporate entity may not be used to make a transfer to the Gift Fund using Electronic Funds Transfer.
Privacy Statement:
I understand you will disclose information to third parties about my Giving Account or the transfers I make:
i.
Where it is necessary for completing transfers, or
ii.
In order to comply with a government agency or court order, or
iii.
If I give you my written permission, or
iv.
For other purposes in accordance with the Gift Fund’s privacy policy.
Fees:
The Gift Fund does not charge a fee to use Electronic Funds Transfer, although my bank may charge
transaction fees. However, if my bank account has insufficient funds to transfer to the Gift Fund as
instructed by me, I understand that the Gift Fund may assess additional fees to cover any expenses it may
have incurred as a result of my instructions.
Limitations on Transfers:
The minimum Electronic Funds Transfer transaction amount from my bank account to the Gift Fund is $10
and the maximum is $100,000. If I establish Electronic Funds Transfer electronically, I may be able to
immediately transfer funds from my bank account to the Gift Fund. Any Electronic Funds Transfer request
must be entered by 4:00 p.m. EST to be eligible for same day completion. Contributions to the Gift Fund
from a bank account by Electronic Funds Transfer are generally not available for grant or investm