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Planned Giving with Donor Advised Funds – Smart Giving, Lasting Impact

EDT

You must RSVP to receive access credentials for this event or seminar.

Emily Mills, Wealth Strategy Specialist - Eaton Vance

AllTides Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

We invite you to an informative session focused on helping you understand how certain charitable giving strategies may fit into your broader financial and estate planning goals.

During this session, we will cover:

· Managing tax benefits while supporting the causes that matter most to you

· Use of Donor-Advised Funds (DAFs) to streamline giving and establish a family legacy

· Generating lifetime income through U.S. Legacy Income Trusts—all while benefiting qualified charities

· Tax-related considerations when donating appreciated assets such as stock or real estate

· How charitable giving can align with your long-term planning objectives

For more information: email us at donna.perez@ampf.com

This is an informational seminar. There is no cost or obligation.

Eaton Vance and their representatives are not affiliated with Ameriprise Financial.

Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. The offering circular or prospectus contains this and other important information about the funds and should be read carefully before investing.

This information is being provided only as a general source of information and is not a solicitation to buy or sell any securities, accounts or strategies mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please consult with your financial advisor regarding your specific financial situation. Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.