Eaton Vance Charitable Giving - Literature & Forms

Donor Advised Fund

U.S. Charitable Gift Trust® Brochure

Forms Booklet

Gifting Booklet

DAF Performance Report

Key Differences in Donor Advised Fund and Private Foundations

Pooled Income Fund

U.S. Charitable Gift Trust® Brochure

Forms Booklet

Gifting Booklet

PIF Performance Report

Pooled Income Funds, Charitable Remainder Trusts and Gift Annuities

My Charitable Fund

My Charitable Fund, an online service that gives clients and financial professionals access to their charitable giving accounts, is a product of Wilmington Trust Retirement and Institutional Services, who acts as the Trustees for the Donor Advised and Pooled Income Funds.

Financial Professionals

The Philanthropist

Learn More

Privacy & Security

The U.S. Charitable Gift Trust® is a registered service mark of Eaton Vance Management

The purpose of The U.S. Charitable Gift Trust® is to make grants to U.S. based public charities which are tax-exempt under Section 501(c)(3) of the Internal Revenue Code or for USCGT's charitable purposes. USCGT is located at 2710 Centerville Road Suite 101 Wilmington, DE 19808 . Eaton Vance Distributors, Inc. is a professional charitable fundraiser and a for-profit firm and is soliciting contributions to USCGT for which USCGT pays compensation. Eaton Vance Distributors, Inc. address is Two International Place, Boston, MA 02110 . One hundred percent of all contributions are received by USCGT.

For more information, please see a Gifting Booklet dated August 15, 2009, as may be amended. The Gifting Booklet should be read carefully before contributing. USCGT is not available in Puerto Rico .

The charitable contributions accepted by USCGT, and The Pooled Income Funds are irrevocable. Account values and income distributions will fluctuate. Donors to The USCGT have no right to income or principal. USCGT and The Pooled Income Funds are not guaranteed or insured by any governmental body. Prospective donors are encouraged to consult their tax advisors regarding their specific tax status before contributing.

Publication details: 2010-03-09 11:32