A practical look at charitable planning options for individuals and families.
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
Who should attend:
Those looking to make meaningful charitable contributions, plan their estate tax-efficiently, or create long-term philanthropic impact for generations to come.
This session combines insightful planning ideas with actionable tools—so you can give wisely and live generously.
By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event.
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 commendation 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 taxor 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.
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