Fidelity Introduces Market Index Pool

Accounting Technology, April, 2005

For those donors who prefer a custom approach, the Gift Fund is pleased has announced the addition of the Total Market Pool Index that provides another way to diversify the equity portion of the asset allocation mix recommended, and that may be appropriate for donors wishing to recommend an investment approach that tracks market performance. The expanded line-up of individual investment pools now consists of International, Growth, Total Market Index, Equity-Income, Interest-Income, and Money Market. For those donors who prefer a streamlined approach to making investment recommendations, the Gift Fund continues to offer three asset allocation pools: Legacy GivingSM Pool, Lifetime GivingSM Pool, and Preservation GivingSM Pool.

Copyright 2005 Thomson Media Inc. All Rights Reserved.

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