Donor and Financial AdvisorAccount Access
Currently Offered Trusts
Original Trusts (no longer available for contribution)
< BACK TO RESOURCES
Appoints and oversees the performance and compensation of all service providers to the Gift Trust, Legacy Income Trusts, and Donor-Advised Fund
Approves the investment guidelines of the Legacy Income Trusts and Donor-Advised Funds
Takes actions to maintain the Gift Trust’s status as a tax-exempt organization and a public charity under federal income tax law and the status of the Legacy Income Trusts as pooled income funds
The Board of Directors maintains ultimate control over all aspects of the offering and operations of the Gift Trust and related entities, including the power to replace the Trustee
Director of Mary W. Harriman Foundation and the Ralph Lowell Society of WGBH. Overseer, Brookline Education Foundation. Life Trustee, Concord Academy, Concord, Massachusetts. Former Chair, Brookline School Committee.
Retired Vice President and Chief Administrative Officer of Eaton Vance Corp. Chairman of the Board of Directors, First Literacy Boston. Trustee of Peabody Essex Museum, Salem, DanaFarber Cancer Institute, Boston and Historic New England, Boston.
Vice President and Director of Mutual Fund Services of Eaton Vance, Chief Operating Officer of the Placement Agent and Director of the Trustee. Director, First Literacy Boston and NICSA (National Investment Company Service Association). Co-Chair, Dana-Farber Leadership Council.
Retired partner of PricewaterhouseCoopers LLP. Former Director of various organizations, including Expect Miracles Foundation (formerly, Mutual Funds Against Cancer), The Arc of Greater Plymouth and the Massachusetts Down Syndrome Congress.
Partner/Owner of Fund Liquidation Solutions. Trustee, Fessenden School, West Newton, Massachusetts. Overseer, Brookline Education Foundation. Board Member of One Love Boston and Kesem. Trustee, TBG Trust.
Visiting Assistant Professor in Operations and Technology Management, Boston University Questrom School of Business. Member, WGBH Advisors Council, Boston Medical Center Exceptional Care Trust Board and Beth Israel Deaconess Medical Center Leadership Board. Former Chair, Massachusetts Convention Center Authority
A majority of the Directors are unaffiliated with Eaton Vance, and no Director is affiliated with Renaissance Philanthropic Solutions Group (Administrator). Vacancies on the Board of Directors are filled by the remaining Directors. A majority of the Directors who are not affiliated with Eaton Vance must concur with the appointment of any new unaffiliated Director. Donors and income beneficiaries do not have voting rights or the right to participate in the selection of Directors. In accordance with federal tax law applicable to pooled income funds, the Directors are not eligible to be Donors or income beneficiaries of the Legacy Income Trusts.
Officers. In addition to delegating certain functions to Eaton Vance, the Trustee, the Administrator and the Placement Agent, the Board of Directors has appointed certain officers to take actions on behalf of the Gift Trust and related entities. The officers of the Gift Trust and related entities, each of whom is an officer of Eaton Vance or the Placement Agent, are as follows: Lawrence L. Fahey, President; Meghan Moses, Chief Philanthropy Officer, Vice President; Stephanie Rosander, Secretary; Michelle Rousseau, Assistant Secretary; Des Gallacher, Vice President; A. John Murphy, Vice President; James Kirchner, Treasurer; and Michael Shattuck, Assistant Treasurer.
Limitation of Liability. The Directors will not have liability under the Declarations of Trust of the Gift Trust or Legacy Income Trusts for their actions or omissions, nor for actions or omissions of any of their officers, employees or agents to whom administrative or investment authority may be delegated, except as may be caused by the Directors’ bad faith or reckless indifference in the performance of their duties. Each of the Gift Trust or Legacy Income Trusts maintain insurance policies to protect such entities, the Board of Directors and the officers.
The Gift Trust or Legacy Income Trusts will indemnify the Directors against any liability to the fullest extent allowed by applicable law. Each of such entities may also indemnify and hold harmless certain service providers, their agents and nominees from any claims, losses, liabilities or expenses (including reasonable counsel fees and expenses), except as may arise from bad faith or reckless indifference in the performance of their duties. The Trustee does not have liability for its actions or omissions, except to the extent that such actions or inactions constitute bad faith or reckless indifference in the performance of its duties.
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.
You have successfully un-subscribed from .
Thank you. All available selections have already been completed.
Manage your subscriptions
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.
We are pleased to grant you access to this US Charitable Gift Trust website.
Please click here to be logged in with your username .
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.
Your account has limited access.
If you need further assistance, please call 1-800-836-2414.
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.
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.
An e-mail verification has been re-sent to . Please check your e-mail and follow the instructions to complete the registration process.
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.
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.
You have been granted access to the requested content.
Click here to remain recognized on this device for future visits to uscharitablegifttrust.org
Click here if you are using a Public Computer or Shared Device.
Forgot your password?
If you need further assistance, please contact a representative of US Charitable Gift Trust at 1-800-836-2414.
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.
If your download did not start automatically, please click here.
Sign up now for EV alerts for
Subscribe to new content: Register Already have an account? Sign In.
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.
You have successfully subscribed to .
We have sent a verification email to . Please check your e-mail and click on the secured link to verify your request.
You have selected to receive email notifications for:
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:
Already have an account? Sign In.
Trouble registering? Call 1-800-836-2414.
Already have an account? Access.
You are already subscribed to
Manage your subscriptions
NAV as of