A well-established plan made during your lifetime could help alleviate some of the negative impact taxes can have on assets that have grown significantly during your lifetime. A charitable bequest with a Donor-Advised Fund can benefit charities and help reduce your estate tax liability. If you are considering making a charitable gift at death, these estate planning tools can be extraordinarily useful. Before you make any changes to your estate plan, you should always consult your financial, legal and/or tax advisor.
Types of Bequest Assets to Consider:
Wills & Estates
IRAs, 401(k)s and Qualified Plans
Life Insurance
Charitable Remainder Trust
Benefits of a Donor-Advised Fund:
Cost effective and easy to set up with a simple application
You can leave a legacy in your family’s name by naming the account (e.g., The William’s Family Charitable Fund)
A charitable deduction may help reduce your estate tax liability
We can distribute gifts over time to several of your favorite charities
Professional investment management from Eaton Vance, whose history dates to 1924
How to Set Up a Bequest:
An application must be completed prior to a Donor’s passing and is kept for record keeping. The account will not be set up until we receive future funding. Please follow the below instructions for this type of contribution.
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.
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.
You have selected to receive email notifications for:
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:
Enter your e-mail address to reset your password.
Please wait while the data is being prepared for download.
This message will automatically close when your file is ready.