SiteLogo_USCGT
  • Account Access to the Online Access Portal
    for Clients & Financial Advisors
  • Investment Professional
    Sign In
  • Donor Advised Fund
    How the Donor Advised Funds WorkHow to Set Up a Donor Advised Fund AccountBequests and Estate Plan GiftsCorporate GivingCharitable Organizations Donor Advised Fund Performance ReportsGetting Started with the Donor Advised Funds
  • Pooled Income Fund
    How the Pooled Income Funds WorkHow to Set Up a Pooled Income Fund AccountEstimated Income Tax DeductionPooled Income Fund Performance ReportsGetting Started with the Pooled Income Funds
  • Resources
    Our ProgramLiterature and FormsThe PhilanthropistQuestions and AnswersCharitable ResearchBoard of Directors

The U.S. Charitable Gift Trust®

  • Responsible Investing
  • The Philanthropist
  • Donor Advised Fund
  • Estimated Income Tax Deduction
Responsible Investing

Now available in Donor Advised Fund accounts

The U.S. Charitable Gift Trust® now offers Responsible Investing funds. Learn how these funds managed by Calvert Research and Management may help you align your Donor Advised Fund account with your values.

Download PDF

The Philanthropist Newsletter

For highlights on current news and gifting ideas please view a copy of our most current charitable newsletter - The philanthropist.

Download PDF

Make a Difference with a Donor Advised Fund

Including your children and grandchildren in planned gifting strategies is an excellent way of teaching future generations to think beyond themselves and make a difference in multiple communities.

Learn More
Explore Higher Income Potential

Avoiding Capital Gains Tax on Gifts of Appreciated Securities

Estimates federal income tax deduction for a Donor based on specified parameters. The Donor’s actual deduction will vary depending on individual circumstances. 

Learn More

How To Set Up A...


Pooled Income Fund Account

Complete the Pooled Income Fund Forms Booklet. Follow instructions for different asset type transfers.

Learn More

Donor Advised Fund Account

Complete the Donor Advised Fund Forms Booklet. Follow instructions for different asset type transfers.

Learn More

  • Accessibility
  • Privacy and Security
  • Contact

 This image indicates content designed specifically for Financial Advisors / Investment Professionals. This material is not to be used with the public.

© Eaton Vance Distributors, Inc. All rights reserved. Two International Place, Boston, MA 02110.

The information on this Web page is for U.S. residents only. The information on this Web page does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer.

The U.S. Charitable Gift Trust® (the "Trust") is a tax-exempt public charity that receives donations from individuals, corporations and oth­ers, and that makes grants to numerous charitable organizations throughout the United States, including charities selected by the Trust and those recommended to the Trust by donors and others authorized by the donor to make grant recommendations. The Trust is located at Two International Place, Boston, MA 02110. Charitable contributions accepted by the Trust are irrevocable. Donors have no right to income or prin­cipal other than as provided by Pooled Income Fund accounts, and account values will fluctuate. The Trust and its Pooled Income Funds are not guaranteed or insured by any governmental body. The Trust is not available in Puerto Rico. A financial statement of the Trust, for which the solicitation is being made, and a copy of the Declaration of Trust will be provided upon request. Prospective donors are encouraged to consult their tax advisors regarding their specific tax status before contributing.

Eaton Vance Distributors, Inc. ("EVD") is a paid solicitor that provides services to the Trust. EVD receives compensation, including certain costs, expenses and fees, from the Trust for its work on the solicitation campaign. For more complete information about the Trust and such compensation that EVD receives, please see the Trust’s Gifting Booklet dated March 26, 2018, as it may be amended, which should be read carefully before contributing.

Publication details: Tuesday, April 16, 2019 3:48 PM

Page ID: 1122 - https://www.uscharitablegifttrust.org/

  • FAs: Register
  • Email
  • Print
 

loading

We apologize for the inconvenience but we are experiencing a technical issue.

We are working on a solution. Please try again later.

If you require further assistance, please call:
1-800-836-2414.

You have already upgraded your account.

Please login using the link at the top of the page.

    Your download will begin when this window is closed.

    Manage your subscriptions

    You have successfully un-subscribed from .

      Thank you. All available selections have already been completed.

      Manage your subscriptions

      Congratulations! You are registered.

      We have sent a verification email to . Please check your e-mail and click on the secured link to verify your account and complete the registration process.

      Trouble receiving the verification email? Call 1-800-836-2414.

      Congratulations!

      We are pleased to grant you access to this US Charitable Gift Trust website.

      Please click here to be logged in with your username .

      A verification email has been sent.

      You have requested a change to your password. In order to process this request, a verification email has been sent to . When you receive this email, please click the link contained within the email to start the password reset process.

      Trouble signing in? Call 1-800-836-2414.

      This account is restricted.

      Your account has limited access.


      If you need further assistance, please call 1-800-836-2414.

      This account has been updated.

      Your account has been updated to use your new email address .

      We have sent a verification email to with a verification link to confirm the change.

      Trouble receiving the verification email? Call 1-800-836-2414.

      This email account has not been verified.

      Your account has not yet been activated. We have sent a verification email to . If you'd like us to resend this, please click the Resend Email button below.

      Trouble receiving the verification email? Call 1-800-836-2414.

      Cancel

      Thank you.

      An e-mail verification has been re-sent to . Please check your e-mail and follow the instructions to complete the registration process.

      Trouble receiving the verification email? Call 1-800-836-2414.

      An email has been sent to the email address containing a link to verify your credentials. Please check your e-mail and click on the secured link to complete your request.

      Trouble receiving the verification email? Call 1-800-836-2414.

      Re-verification Required

      For security purposes we could not complete your request. Please click here to receive a new link to access the requested content.

      A new email has been sent to the email address containing a link to re-verify your credentials. Please check your e-mail and click on the secured link to complete your request.

      Trouble receiving the verification email? Call 1-800-836-2414.

      Verification Accepted

      You have been granted access to the requested content.

      Remember Me

      Click here to remain recognized on this device for future visits to uscharitablegifttrust.org

      Do Not Remember Me

      Click here if you are using a Public Computer or Shared Device.

      Trouble receiving the verification email? Call 1-800-836-2414.

        |   Forgot your password?

      Cancel

      Subscribe to new content: Register

      If you are an individual investor and have an account with US Charitable Gift Trust, sign into your account here.

      Please check the Fund Literature that you would like to subscribe to. Your subscriptions can be managed on your profile page.

      Subscribe All

      Subscribe Cancel
      Thank you for downloading

      If your download did not start automatically, please click here.

      Want real-time updates?

      Sign up now for EV alerts for  

      Close

      Want real-time updates?

      Sign up now for EV alerts for  

      Close

      Subscribe to new content: Register
      Already have an account? Sign In.

      Thank you for subscribing

      We have sent a verification email to . Please check your e-mail and click on the secured link to verify your subscription.

      Subscribe to new content: Register

      Want to manage your subscriptions? Sign In.

      Thank you for subscribing

      You have successfully subscribed to .

      Un-subscription request

      We have sent a verification email to . Please check your e-mail and click on the secured link to verify your request.

      Subscribe to new content: Register

      Want to manage your subscriptions? Sign In.

      Opt-In Request

      We have sent a verification email to . Please check your e-mail and click on the secured link to verify your request.

      Subscribe to new content: Register

      Want to manage your subscriptions? Sign In.

      Opt-Out Request

      We have sent a verification email to . Please check your e-mail and click on the secured link to verify your request.

      Subscribe to new content: Register

      Want to manage your subscriptions? Sign In.

      Want real-time updates?

      You have selected to receive email notifications for:

      Cancel

      Subscribe to new content: Register

      Want real-time updates?

      You are currently "Opted Out" of all US Charitable Gift Trust email communications. If you would like to be alerted of updates to your new subscription, please Opt In:

      Close

      Enter your e-mail address to reset your password.

      Already have an account? Sign In.
      Subscribe to new content: Register

      Trouble registering? Call 1-800-836-2414.

      Link to webpage Link to PDF
      I thought you'd be interested in this information from US Charitable Gift Trust.

      Here's the link:

      Charitable Home
      Copy Link

      For more information, visit http://global.eatonvance.com/
      Cancel Send Email
      Please wait while the data is being prepared for download.
      loading
      This message will automatically close when your file is ready.
      Please enter a new email.

      Trouble signing in? Call 1-800-836-2414.

      Investment Professionals

      Get more access and control.

      Register Now

      Already have an account? Access.

      Investment Professionals

      Access

      Subscribe to new content: Register.

      • Get PDF Now
      • Subscribe

      • You are already subscribed to
        Manage your subscriptions

      • Unsubscribe
       

      Symbol:  

      NAV as of