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What types of investments are eligible?

April 26, 2017eligible investments types

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What types of investments are eligible?

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For accounts of up to $100,000, the investment of all Global Gift Fund accounts must be in an approved mutual fund family. Currently, Global Gift Fund has pre-approved funds available in American Funds and Van Kampen Investments. Other investment options are permitted for larger funds pending approval by the Gift Acceptance Committee of the MDRT Foundation in accordance with the investment policy of the MDRT Foundation.