Prepare for Any Result

Over the next year, election uncertainty will likely spur client concerns about volatility and possible tax legislation. As a leader in tax-managed investing, we can help you keep them well informed and positioned throughout the cycle and beyond.

EXPERTISE

Navigating the 2024 Election

Webinar series featuring Strategas’ Dan Clifton, who leads the #1 ranked Washington policy research team on Wall Street*

Live Event Dates

  • December 12, 2023: Pre-Iowa Caucuses
  • February 27, 2024: Pre-Super Tuesday
  • May 21, 2024: Pre-Conventions
  • September 12, 2024: Pre-Election
  • November 19, 2024: Post-Election

RESOURCES

Plan and Prepare Tax Aware

Investment Tax Cneter

Investment Tax Center


Year-round planning resources, strategies and tools to help you maximize your clients’ after-tax growth potential.

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Interactive Tax Tools

Interactive Tax Tools



Suite of calculators that show clients how taxes impact their investments and opportunities for greater tax efficiency.

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Tax Education Center

Tax Education Center


Topical, multimedia resources designed to help drive after-tax client conversations and differentiate your practice.

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RECENT INSIGHTS

SPOTLIGHT STRATEGIES

Personalize and Optimize Tax Efficiency

Parametric Custom Core®

An innovative direct indexing platform that allows clients to build customized portfolios and apply active tax management to help maximize after-tax results.

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U.S. Charitable Gift Trust®

A tax-exempt public charity offering donor-advised funds and other tax-advantaged charitable giving strategies, including U.S. Legacy Income Trusts®.1

Learn more

Parametric Fixed Income

A full suite of customizable laddered, managed and responsible solutions to help clients navigate complex markets and improve after-tax performance.

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Dedicated Advisor Support

Call us at 800-836-2414 for more information about our tax-managed investing expertise, resources and strategies.

*Institutional Investor, 2022

1The U.S. Legacy Income Trusts® are offered by the U.S. Charitable Gift Trust®.

The U.S. Charitable Gift Trust® (Gift Trust) is a tax-exempt public charity offering donor-advised funds and the U.S. Legacy Income Trusts® (Legacy Income Trusts) are pooled income funds described in Section 642(c)(5) of the Internal Revenue Code.. All activities of the Gift Trust and the Legacy Income Trusts and the participation of Donors and income beneficiaries in the Legacy Income Trusts are subject to the requirements of state and federal law, the terms and conditions of the applicable Declaration of Trust, the current information statement and/or gifting booklet and the completed forms submitted by each Donor. The Board of Directors of the Gift Trust (Board of Directors) reserves the right to modify the program of the Gift Trust and the Legacy Income Trusts at any time, subject to the provisions of the applicable Declaration of Trust and state and federal law. Any contribution to the Gift Trust or a Legacy Income Trust, once accepted by Eaton Vance Trust Company (Trustee), represents an irrevocable commitment. Contributions cannot be rescinded or changed, and are subject to the exclusive legal control of the Gift Trust, the Trustee and the Board of Directors. Donors to the Gift Trust and the Legacy Income Trusts should be motivated by charitable intent. As charitable giving vehicles, the Gift Trust and the Legacy Income Trusts should not be treated as, and are not designed to compete with, investments made for private gain. An intention to benefit the Gift Trust and one or more qualified charitable organizations eligible for support by the Gift Trust should be a significant part of the decision to contribute. The tax consequences of contributing to the Gift Trust or a Legacy Income Trust will vary based on individual circumstances. Prospective Donors should consult their own tax advisors. Distributions to income beneficiaries from a Legacy Income Trust are not guaranteed by any party, and are subject to investment risk. In considering potential changes in annual distribution rates of the Legacy Income Trusts, the Trustee will assess their long-term earnings potential and seek to balance the interests of current and future income beneficiaries and the charitable remainder interests. Neither the Gift Trust nor the Legacy Income Trusts has been registered under federal securities laws, pursuant to available exemptions. Neither the Gift Trust nor the Legacy Income Trusts is guaranteed or insured by the United States or any of its agencies or instrumentalities. Contributions are not insured by the Federal Deposit Insurance Corporation and are not deposits or other obligations of, or guaranteed by, any depository institution.

Eaton Vance Distributors, Inc. is a paid solicitor of the Gift Trust and the Legacy Income Trusts, receiving compensation as described in the applicable information statement or gifting booklet. The information provided herein relating to Gift Trust and the Legacy Income Trusts is not a solicitation for a charitable contribution and Eaton Vance Management is not providing any fundraising advice in connection with such information.

This site and the materials herein are directed only to certain types of contributors and to persons in the United States where the Gift Trust and Legacy Income Trusts are authorized for distribution.