Analysis

Donor-Advised Funds Row Could Decide Who Controls Gifts

By David van den Berg · June 5, 2020, 4:26 PM EDT

A case set to go to trial this fall, involving two wealthy donors and a Fidelity-affiliated donor-advised fund sponsor, could determine who really controls gifts to donor-advised funds and as a...

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Case Information

Case Title

Fairbairn et al v. Fidelity Investments Charitable Gift Fund

Case Number

3:18-cv-04881

Court

California Northern

Nature of Suit

Other Fraud

Date Filed

August 10, 2018