Epstein File EFTA00563381: Brennan and Scholarship (DS9)

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⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA00563381: Brennan and Scholarship (DS9)

CorrespondenceDate unavailableEFTA005633811 keyword hits

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Email correspondence dated July 28, 2011, between Jeanne Brennan and Cecile de Jongh regarding Donor Advised Funds (DAF) materials from Fidelity, including information about scholarship programs, tax deductibility requirements, and reporting obligations for organizations holding DAFs. The exchange includes forwarded materials with acronym cheat sheets and Fidelity brochure information related to charitable giving structures.

👤 Named in This Document

Darren Indyke John Brennan

🔑 Evidence Keywords

scholarship

📋 Key Excerpts3

PersonKeyword

Excerpt 1

DAF_flowchart COF DAFtaxableExpend COF DeductibilityRequirementsContributionsDAFS COF ERDecisionTree EFTA00563382 COF ReportingForOrgsThatHoldDAFs COF **scholarship**

Excerpt 2

From: To: Cecile de Jongh Cc: Jeanne **Brennan** Darren Indyke Subject: Re: Emailing: Acronyms-cheat sheet, Brochure Fidelity Donor Advised Funds Fidelity

Excerpt 3

Forwarded Message From: Jeanne **Brennan** To: 'Cecile de Jongh' Sent: Thursday, July 28, 2011 8:58 AM Subject: Emailing: Acronyms-cheat sheet, Brochure Fidelity