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.
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.
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.
The U.S. Legacy Income Trusts® (Legacy Income Trusts) are next-generation charitable planned-giving instruments established by the U.S. Charitable Gift Trust® (Gift Trust), a tax-exempt public charity offering donor-advised funds. The Legacy Income Trusts and the Gift Trust are sponsored by Eaton Vance Management (Eaton Vance), a longtime leader in wealth management solutions. Eaton Vance is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley.
The Legacy Income Trusts provide Donors contributing cash and/or acceptable securities with the opportunity to:
Avoid recognition of capital gains on contributions of appreciated assets
Receive a federal income tax deduction based on the charitable remainder portion of the contribution value
Provide monthly distributions of tax-advantaged income for life to up to ten individual income beneficiaries designated by the Donor
Make grants to qualified charitable organizations selected by the Donor or his or her designee following the death of the last-surviving of the Donor's individual income beneficiaries
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