U.S. Charitable Gift Trust Solicitation Services Contract with Eaton Vance
Charity: THE U.S. CHARITABLE GIFT TRUST Solicitor: EATON VANCE DISTRIBUTORS INC. Filing type: Master Campaign: NONE Approved: 2024-12-23T00:00:00+00:00 Campaign dates: 2025-01-10T00:00:00+00:00 → 2025-07-18T00:00:00+00:00 Contract effective: 2024-07-18T00:00:00+00:00 Contract termination: 2026-07-18T00:00:00+00:00 Obli…
Source ID: US-CO-SOL-20243034990
Scope overview
Charity: THE U.S. CHARITABLE GIFT TRUST Solicitor: EATON VANCE DISTRIBUTORS INC.
Filing type: Master Campaign: NONE Approved: 2024-12-23T00:00:00+00:00 Campaign dates: 2025-01-10T00:00:00+00:00 → 2025-07-18T00:00:00+00:00 Contract effective: 2024-07-18T00:00:00+00:00 Contract termination: 2026-07-18T00:00:00+00:00 Obligations: THE CHARITABLE PURPOSES OF THE GIFT TRUST WHICH ARE, IN PART, TO PROVIDE DONORS WITH THE OPPORTUNITY TO MAKE CHARITABLE CONTRIBUTIONS AND TO RECOMMEND THAT GRANTS BE MADE FROM THE GIFT TRUST TO QUALIFIED U.S.
CHARITABLE ORGANIZATIONS. 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 MONTHLY UP TO A RATE OF 1.20% OF THE AVERAGE DAILY NET ASSETS OF ITS DONOR ADVISED FUNDS AND POOLED INCOME FUNDS.
Buyer & contacts
Tags & Signals
Similar tenders
U.S. Charitable Gift Trust Solicitation Agreement with Eaton Vance Distributors
The U.S. Charitable Gift Trust has engaged Eaton Vance Distributors Inc. as solicitor for its charitable giving program. The solicitor will provide program information to financial intermediaries through mail and personal visits. Compensation is based on a maximum annual rate of 1.20% of the trust's average daily net assets.
Government Procurement Tender Announcement from Panama
A public procurement tender has been announced by a government department in Panama. The tender is currently active and open for participation. The purchasing unit responsible for this procurement process is the Department of Purchases.
Specialized Professional Services for Internal Control Office Audits and Financial Reporting
The National Pedagogical University requires specialized professional services to support its Internal Control Office. The services include conducting audits, monitoring activities, and preparing legal accounting and financial reports to fulfill the office's mission. These activities will help implement the office's action plan and ensure compliance with institutional requirements.
Keep reading for free. Pay only when you need workspace actions.
This record stays public. Upgrade only when you want alerts, exports, OCR packs, and autopilot workflows inside the private workspace.
Disclaimer: IndexBox Tenders does not issue, announce, or publish this tender. This information is aggregated from publicly available sources and is provided for informational purposes only. IndexBox Tenders is not affiliated with, endorsed by, or acting on behalf of the tender issuer. Users should verify all information directly with the official tender source before making any decisions or taking any action.