Planned Giving with Donor Advised Funds – Smart Giving, Lasting Impact Date: Thursday, September 18, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Emily Mills, CSRIC™, Wealth Strategy Specialist - Eaton Vance Hosted By: Morgan Wealth Advisory Group - 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. 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: call us at 410.418.9800 or email us at morganwealthag@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Eaton Vance and theirrepresentatives are not affiliated with Ameriprise Financial. Investors shouldconsider the investment objectives, risks, charges and expenses of a mutualfund carefully before investing. The offering circular or prospectus containsthis and other important information about the funds and should be readcarefully before investing. This information is being provided only as ageneral source of information and is not a solicitation to buy or sell anysecurities, accounts or strategies mentioned. The information is not intendedto be used as the primary basis for investment decisions, nor should it beconstrued as a recommendation or advice designed to meet the particular needsof an individual investor. Please consult with your financial advisor regardingyour specific financial situation.