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U.S. Charitable Gift Trust Solicitation Agreement with Eaton Vance Distributors

Charity: THE U.S. CHARITABLE GIFT TRUST Solicitor: EATON VANCE DISTRIBUTORS INC. Filing type: Master Campaign: N/A Approved: 2024-06-21T00:00:00+00:00 Campaign dates: 2024-01-01T00:00:00+00:00 → 2024-12-31T00:00:00+00:00 Contract effective: 2000-01-01T00:00:00+00:00 Contract termination: 2024-12-31T00:00:00+00:00 Oblig…

Source ID: US-CO-SOL-20243017708

Scope overview

Charity: THE U.S. CHARITABLE GIFT TRUST Solicitor: EATON VANCE DISTRIBUTORS INC.

Filing type: Master Campaign: N/A Approved: 2024-06-21T00:00:00+00:00 Campaign dates: 2024-01-01T00:00:00+00:00 → 2024-12-31T00:00:00+00:00 Contract effective: 2000-01-01T00:00:00+00:00 Contract termination: 2024-12-31T00:00:00+00:00 Obligations: TO MAKE CONTRIBUTIONS (A) TO CHARITIES WHICH ARE EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OR FOR THE CHARITABLE PURPOSES OF SUCH CHARITIES, (B) TO STATES, TERRITORIES OR POSSESSIONS OF THE UNITED STATES OR ANY POLITICAL SUBDIVISION OR TO THE UNITED STATES OR DISTRICT OF COLUMBIA FOR A CHARITABLE PURPOSE, OR (C) FOR ANY PUBLIC CHARITABLE PURPOSE DESCRIBED IN SECTION 501(C)(3) AND PERMITTED UNDER THE LAWS OF DELAWARE.

Compensation assumptions: THE SOLICITOR WILL PROVIDE INFORMATION ABOUT THE REGISTRANT AND ITS PROGRAM TO FINANCIAL SERVICES INTERMEDIARIES, SUCH AS INVESTMENT ADVISORS, FINANCIAL PLANNERS AND SECURITIES BROKERS, BY MAIL AND PERSONAL VISITS. THE REGISTRANT WILL PAY THE SOLICITOR AS COMPENSATION ANNUALLY A MAXIMUM RATE OF 1.20% OF THE AVERAGE DAILY NET ASSETS OF ITS INVESTMENT PORTFOLIO.

Statusopen
CategoryOther
CountryUnited States
Publish dateJun 21, 2024
Submission deadlineDec 31, 2024
Estimated value
Notice typeplanning
Sourceus-colorado-solicitation-notices
BuyerTHE U.S. CHARITABLE GIFT TRUST
Buyer websitehttps://www.coloradosos.gov/
CityColorado

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OrganizationTHE U.S. CHARITABLE GIFT TRUST

Tags & Signals

charitable trustsolicitation agreementEaton Vancefinancial intermediariesinvestment portfoliocompensation structurecharitable contributions501(c)(3) organizations
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