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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.
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
Understanding Legacy Income Trusts
Calculate the charitable income tax deduction available to Donors making a current contribution to a Legacy Income Trust and compared charitable planned-giving instruments.
QUESTIONS AND ANSWERS
Commonly asked questions
LITERATURE AND FORMS
Downloads for donors
Have a concentrated stock position or other appreciated assets?
Get in touch with us to learn more about how Legacy Income Trusts and the Gift Trust's donor-advised funds may benefit your overall wealth-planning strategy.
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