Planned Giving with Donor Advised Funds – Smart Giving, Lasting Impact Date: Thursday, September 18, 2025 Time: 1:00 PM - 1:45 PM EDT ONLINE EVENT PASSCODE: N/a Join this event online Presented By: Emily Mills, CSRIC™ , Wealth Strategy Specialist - Eaton Vance Hosted By: Circle in a Square Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC 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. To reserve a spot: call us at 202.293.9797 Ext. 1 or email us at madeleine.burchell@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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 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. 8167759ACMR0725