About Us Charitable Gift Trust
Tax-advantaged charitable giving for donors who want to have a lasting impact; sponsor/administrator relationships with Eaton Vance and Ren to offer donor-advised funds and pooled income (Legacy Income) trusts.
Who They Fund
tax-exempt_organizations / nonprofitsDAF-recommended_recipients
Funding Style
donor-advised_fundingvariable/flexible_grantsrecipient_exempt-purpose_supporton-request/ad-hoc_distributions
Topics
general_operating_supportmission-aligned_program_supportunspecified_program_areas (varies by DAF)
About Us Charitable Gift Trust
The US Charitable Gift Trust operates as a pure donor-advised fund provider, with grants flowing through donor recommendations rather than a single programmatic theme. Its 2024 activity includes six- and seven-figure distributions to charities and other exempt-purpose recipients, alongside a very large 2023 transfer listed as “See attached Grant Report.” That pattern fits its role as an administrator of donor-advised funds and pooled income vehicles rather than a traditional grantmaking foundation. Among the named recent grants, Fidelity Investments Charitable Gift Fund received $6,219,851 in 2024 and Schwab Charitable Fund received $6,025,850, both marked for the recipient’s exempt purpose. The trust also moved $5,354,322 to American Endowment Foundation FBO JFDougherty Phil and $1,547,088 to Renaissance Charitable Foundation Inc, again for exempt-purpose use. Those gifts show how the trust’s giving often passes to intermediary charitable vehicles as well as operating nonprofits. Its publicly listed programs include donor-advised funds and U.S. Legacy Income Trusts, which are planned-giving vehicles. The beneficiary set spans tax-exempt organizations and DAF-recommended recipients, and the recipient mix in the recent grants list ranges from hospitals and universities to churches, environmental organizations, and community institutions.
What Us Charitable Gift Trust Funds
A clear feature of the trust’s grantmaking is its broad exempt-purpose support. In 2024 it gave $1,012,990 to StJude Children's Hospital in Memphis for exempt purposes, and $823,000 to Texas A&M Foundation in College Station for the same general purpose designation. Those grants sit alongside support for a wide range of nonprofit types rather than a single cause. The trust also funds environmental and civic work. Ocean Conservancy Inc in Washington, DC received $707,300, and Twin Cities American Red Cross in Minneapolis received $738,751, both marked for recipient exempt purpose. Religious and education-oriented recipients appear repeatedly in the recent grants list. Examples include $720,000 to Holy Rosary Catholic Church - Rosenberg, $510,000 to Saint James School Inc in Hagerstown, and $500,000 to Blossom School Inc in Clearwater.
How Us Charitable Gift Trust Gives
Typical grant size clusters in the low five figures: the p25 is $8,500, the median is $12,317, and the p75 is $25,000. That said, the recent grants list also shows much larger transfers, including several awards above $1 million. The trust is a pure DAF provider, so grant timing and destination are driven by donor recommendations rather than a fixed program calendar. Recipients can appear as DAF sponsors or as operating charities, and the listed active programs include both donor-advised funds and legacy income trusts. The data shows an ongoing 2024 pattern plus at least one 2023 grant record, consistent with repeated distributions over time.
Financial Snapshot
Annual Giving
$231.4M
Total Assets
$2.2B
Total Revenue
$430.9M
Total Expenses
$277.6M
Typical Grant Size
Most grants fall between $9K and $25K, with a median of $12K.
25th Percentile
$9K
Median
$12K
75th Percentile
$25K
Geographic Reach
National51 states funded
About 4% of grants go to recipients in CA.
Funding intensity
LowHigh
Headquarters
Leadership
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