Planned Giving with Donor-Advised Funds & U.S. Legacy Income Trusts Date: Wednesday, July 24, 2024 Time: 6:00 PM - 7:00 PM EDT Location: FORTIFY Private Wealth Management Office, 1150 Washington Road, Washington, PA 15301 Presented By: Brandon Lindley, Vice President - Eaton Vance Hosted By: FORTIFY Private Wealth Management This is an informational seminar. There is nocost or obligation. Eaton Vance and its representatives are notaffiliated with Ameriprise Financial, Inc. Investment products are not insured by theFDIC, NCUA or any federal agency, are not deposits or obligations of, orguaranteed by any financial institution, and involve investment risks includingpossible loss of principal and fluctuation in value. TheCompass is a trademark of Ameriprise Financial, Inc. Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved. 6763027ACMR0724