Letter from the President

Jeffrey P. Beale
President
The U.S. Charitable Gift Trust^®

Welcome,

The U.S. Charitable Gift Trust^® ("USCGT") helps you realize your charitable goals, while enabling you to receive the maximum tax benefit from a gift.

Within our site, you can gather important information that can form the foundation of your discussions with your financial advisor.

As you will learn, USCGT (a donor-advised fund) is a public charity that makes charitable giving efficient and effective. You can give to multiple charities with ease. Contributions are professionally managed and have the potential to grow in value, tax free. The potential tax benefits are immediate, but you may take your time in making grants to your favorite causes and organizations.

Accounts are established individually or jointly with a spouse or children, all of whom may make grants from USCGT. You may also appoint a Financial Advisor to assist you in the setup, investment allocation and maintenance associated with the account. For many, charitable giving is becoming a family tradition, with none of the expenses or limitations of a private foundation.

USCGT also sponsors three styles of Pooled Income Funds. These Funds are designed to provide eligibility for a tax deduction and monthly income to you, or designated beneficiaries, and to pay the principal of your account on to charity(ies) of your choice.

USCGT is overseen by its Board of Directors, which meets quarterly to oversee USCGT’s operations, as well as to review and approve all donor grants. USCGT helped a number of people to restructure their program of giving with greater flexibility and tax-efficiency. We look forward to working with you to better assist your philanthropic efforts.

Sincerely,
Jeffrey P. Beale
President
The U.S. Charitable Gift Trust^®