Getting Started

Pooled Income Funds (PIF)

Minimum Investment

Initial $20,000
Additional Contribution $5,000

Annual Expense

*2.07% of the account balance
Fee-based advisors = *1.52% (no compensation)

* A one-time fundraising EVD sales charge of 0.15% will be charged to each contribution made. All other fees are charged at the fund level. Fees include administrative, fundraising, servicing, investment management and miscellaneous expenses. Please see Gifting Booklet for fee schedule.

Compensation

• Financial advisors receive an immediate servicing fee of 0.75%, paid quarterly. After the movement of an account from Pooled Income Funds to Donor Advised Fund (DAF), the advisor may still receive asset-based commissions ongoing at rates detailed for DAF accounts.

For questions regarding the forms, please call our Trustee, Wilmington Trust Retirement & Institutional Services at 800-664-6901.

Privacy & Security

The U.S. Charitable Gift Trust® is a registered service mark of Eaton Vance Management

The purpose of The U.S. Charitable Gift Trust® is to make grants to U.S. based public charities which are tax-exempt under Section 501(c)(3) of the Internal Revenue Code or for USCGT's charitable purposes. USCGT is located at 2710 Centerville Road Suite 101 Wilmington, DE 19808 . Eaton Vance Distributors, Inc. is a professional charitable fundraiser and a for-profit firm and is soliciting contributions to USCGT for which USCGT pays compensation. Eaton Vance Distributors, Inc. address is Two International Place, Boston, MA 02110 . One hundred percent of all contributions are received by USCGT.

For more information, please see a Gifting Booklet dated August 15, 2009, as may be amended. The Gifting Booklet should be read carefully before contributing. USCGT is not available in Puerto Rico .

The charitable contributions accepted by USCGT, and The Pooled Income Funds are irrevocable. Account values and income distributions will fluctuate. Donors to The USCGT have no right to income or principal. USCGT and The Pooled Income Funds are not guaranteed or insured by any governmental body. Prospective donors are encouraged to consult their tax advisors regarding their specific tax status before contributing.

Publication details: 2010-07-28 11:44