Donor Advised Funds & Pooled Income Funds

Donor Advised Funds & Pooled Income Funds

Donor Advised Funds

The Donor Advised Funds combine favorable tax benefits with the flexibility for clients to support their favorite charities at any time, similar to a private foundation. A Donor Advised Fund can be established with cash, appreciated securities, as well as certain real estate holdings. Donors receive an immediate income tax deduction and are able to decide at a later date which IRS-qualified charities they would like to contribute to. Donors retain control and may name their account, allowing them to receive the benefits of a private foundation without incurring the costs and administrative burdens. Upon the Donor's passing, heirs may be designated as successor donor advisors to continue a legacy of giving.

Pooled Income Funds

The Pooled Income Funds allow individuals to combine the tax advantages of charitable giving with the benefits of a lifetime income stream, similar to a charitable remainder trust. Individuals may avoid capital gains with gifts of appreciated securities and receive an immediate income tax deduction based on the remainder interest of the asset. Individuals may also receive a lifetime income for up to two lives and designate charities or a Donor Advised Fund to receive the principal remainder upon their passing. A Pooled Income Fund may benefit individuals who are looking to unlock appreciated securities and increase income with higher yielding investments, while also allowing them to achieve their philanthropic goals.

Who We Are

Who We Are

Eaton Vance Management

Eaton Vance Management is an investment adviser registered with the U.S. Securities and Exchange Commission, is the adviser and administrator of The U.S. Charitable Gift Trust and its Pooled Income Funds. Eaton Vance has been providing professional investment management services since 1924. In the 1990s, Eaton Vance emerged as a unique and leading provider of a wide variety of tax-efficient products designed for persons subject to high rates of federal income and other taxes.