GLOSSARY

The following glossary of financial planning words and phrases is designed to explain some of the basic planning concepts that may help you utilize your income and estate assets to provide added security for yourself and your family and to accomplish your philanthropic objectives. Please consult your personal tax and financial advisors before implementing a planned gift to charity, including the Northshore Schools Foundation.

www.fidelity.com
www.fidelitycharitable.org

Please note that no information on this website should be considered as the rendering of legal, accounting or other professional advice. Please consult your personal tax and financial advisors before implementing a planned gift to charity, including the Northshore Schools Foundation. These investment options may have specific consequences for your estate planning. As always, we would be pleased to discuss in confidence how your gift can impact Northshore students.