James Putman, Regional Director – NJ Territory, Eaton Vance, explains everything you need to know about U.S. Legacy Income Trusts. The Trusts are next-generation charitable planned giving instruments established by the U.S. Charitable Gift Trust® (Gift Trust), a tax-exempt public charity offering donor-advised funds.
Related Resources
CORA College – Balancing Protection and Growth – March 2023
September 12, 2024
Retirement Planning,
Risk Management & Insurance,
Sustainable Investing
New Family,
New to Finances,
Young Professional
CORA College April 2023 Life and Legacy – Key Pieces of an Estate Plan
September 12, 2024
Asset Management,
Estate Planning
New to Finances,
Next Generation,
Young Professional
CORA College May 2023 – Guide to the Markets Update
September 12, 2024
Asset Management,
Sustainable Investing,
Trending Topics & News
New to Finances,
Young Professional
