Sponsor Donation Recommendations
DAFScore™ : 4.25
Rank : 4.25
AUM
$1.2B
Number of Accounts
9,344
Minimum Balance
$100
Initial Contribution Minimum
$10,000
Grant Minimum Amount
$100
Grant Timing
1 - 2 Weeks
Investment Options
6 - 10
Administrative Fee
0 - 0.5%
Founded in 2016, U.S. Charitable Gift Trust is a DAF sponsored by Eaton Vance Management, a longtime leader in wealth management solutions based in Boston. The Gift Trust offers a variety of ways to help Donors make the most of their charitable contributions. U.S. Charitable utilizes experts at Ren as its administrative partner.
DAF Details
International Granting
Accepts Illiquid Contributions
Ability of 3rd Party Advisors
Political or Religious Affiliation
Sell Their Own Financial Products
Tax Requirements
Minimum Grant Frequency Requirement
Provides Anonymity if Requested
Transferability to Another Sponsor
No History of Security Breaches
Customer Service Resources & Quality of Service
Fair
Online Access and Ease of Use
Good
More Information
Sponsor Organization
Eaton Vance
Sponsor Donation Recommendations
None
International Granting
International grants may be approved if the organization has a postal mailing address in the United States. You may also recommend a grant disbursement to a U.S. intermediary charity that will pass the funds on to the approved foreign charity.
Accepts Illiquid Contributions
Generally acceptable asset contributions include: cash, stocks, mutual funds, real estate, tradable municipal bonds, pre-IPO shares, C or S corp stock, LLC & LP interests, life insurance, annuities, & distributions from other DAFs or private foundations. Gifts of short-term or tax-exempt securities are NOT acceptable.
3rd Party Advisors
A donor may designate their spouse, children of legal age, other descendants, heirs, or representatives as advisors to the account. All donors & donor advisors named for a charitable account have the authority to select charitable organizations for grants & request exchanges among Donor Advised Funds.
Political or Religious Affiliation
U.S. Charitable Gift Trust is independent of any religious or political organizations.
Sell Their Own Financial Products
None
Tax Requirements
Generally, the Trust intends to make aggregate grants of a minimum of 5% of the Trust’s average net assets per year. If this benchmark is not met in a given year, the Trust may contact donors or advisors & provide them with the opportunity to recommend grants of such amounts so that the DAF account will have made grants totaling at least 5% of its value.
Minimum Grant Frequency
No Requirement
Overall Grant Restrictions
Grants may not be made to any private non-operating foundations, non-functionally integrated Type III supporting organizations, or Type I, Type II, or Type III functionally integrated supporting organizations.
Provides Anonymity
Donors may choose from 3 options of recognition: full disclosure, partial disclosure, & anonymity. Anonymity will not disclose any donor information with the grant and only have information that the gift came from the U.S. Charitable Gift Trust.
Investment Options
U.S. Charitable Gift Trust offers a broad range of investment funds managed by Eaton Vance & its affiliates, including responsible investing funds managed by Calvert, which is a wholly-owned subsidiary of Eaton Vance. You may recommend the allocation of your contributions among the 8 Investment Funds.
Transferability to Another Sponsor
Assets can be transfered to another DAF sponsor that is also a 501(c)(3) charitiy.
History of Security Breaches
None
Administrative Fees
Flat fee of 0.35%
Customer Service
Dedicated team for support. • 800-664-6901 •uscgt@reninc.com
Online Access & Ease of Use
Online Platform
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