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Currently Offered Trusts
Original Trusts (no longer available for contribution)
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
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
designated by the Donor
Make grants to qualified
selected by the Donor or his
or her designee following the
death of the last-surviving of
the Donor's individual income
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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