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General Sales Materials

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Charitable giving – Which organizations can receive tax-deductible contributions?

Chart to help clients understand the types of organizations that can receive charitable donations, a... Details

Updated: Jan 2022

A closer look at SECURE 2.0 Act startup tax credits

This sheet examines the SECURE 2.0 Act’s tax credits, which may help reluctant small-business employers overcome cost concerns abo... Details

Updated: May 2025

CollegeAmerica Gift Card “Happy birthday!” Digital Gift Card

CollegeAmerica Gift Card "A gift for you" Provides a means of notifying a CollegeAmerica beneficiary that a gift contribution has ... Details

Updated: Mar 2026

Not available to order

CollegeAmerica A Gift for You (Grad) Digital Gift Card

CollegeAmerica Gift Card "A gift for you" Provides a means of notifying a CollegeAmerica beneficiary that a gift contribution has ... Details

Updated: Mar 2026

Not available to order

CollegeAmerica Gift for Your Baby Digital Gift Card

CollegeAmerica Gift Card "A gift for your baby" Provides a means of notifying a CollegeAmerica beneficiary that a gift contributio... Details

Updated: Mar 2026

Not available to order

CollegeAmerica Happy Holidays Digital Gift Card

CollegeAmerica Gift Card "Happy holidays!" Provides a means of notifying a CollegeAmerica beneficiary that a gift contribution has... Details

Updated: Mar 2026

Not available to order

College Target Date Series single sheet — America Funds College Target Date Series

This single sheet introduces financial professionals to the American Funds College Target Date Serie... Details

Updated: Feb 2026

Default target date trust mapping (assumed retirement at age 65) — Capital Group Target Date Retirement Series

Guide to determine which target date trust is appropriate for a participant's retirement horizon. Details

Updated: May 2026

Max: 50

Energy transition - Sidelined, stalled or stepping on the gas?

This thematic research paper focuses on energy transition, exploring compelling long-term investment opportunities in autos, cooli... Details

Updated: Oct 2024

Not available to order

Enhancing asset allocation via multi-objective optimization

Capital Group explores building on the limitations of traditional mean-variance optimization with a multi-objective optimization a... Details

Updated: Nov 2025

Not available to order

Estate planning - Partnering with attorney and client to conquer key process challenges

Financial advisors can help facilitate successful estate planning discussions between clients and th... Details

Updated: Feb 2025

Not available to order

Family governance – Steering clients and their families through successful transitions of wealth

This advisor presentation offers a framework for facilitating a healthy and productive family wealth... Details

Updated: Apr 2025

Not available to order

Fixed income - Explore Capital Group's core bond offering. (F-2 Share) — The Bond Fund of America

The Bond Fund of America brochure showcases the fund's investment approach and track record. Details

Updated: Feb 2025

Max: 25

Fixed income - Explore Capital Group's core bond offering. (F-2 Share) — The Bond Fund of America

The Bond Fund of America brochure showcases the fund's investment approach and track record. Details

Updated: Feb 2025

Max: 25

Fixed income - Explore Capital Group's core bond offering. (F-2 Share) — The Bond Fund of America

The Bond Fund of America brochure showcases the fund's investment approach and track record. Details

Updated: Feb 2025

Max: 25

Gifting assets – Client discussion checklist

A client conversation guide for advisors who have reviewed the presentation “Gifting - Breaking down some basics for clients gifti... Details

Updated: Jan 2022

Gifting – Breaking down some basics for clients gifting to loved ones

This advisor presentation describes key financial and tax implications HNW clients should understand when considering gifting sign... Details

Updated: Oct 2022

Not available to order

A guide to American Funds at LPL Financial (Dealer Vrs - LPL)

The guide describes the broad array of investment vehicles available to LPL financial professionals. Details

Updated: Aug 2026

Max: 25

A guide to American Funds at MML Investors Services - Pursuing better outcomes for your clients (Dealer Vrs - MML)

A product solution guide to the full suite of Capital Group/American Funds products available to MML... Details

Updated: Jun 2026

Max: 50

Guide to Class R shares

Differentiate our Class R shares with this single sheet that highlights pricing for each share class. Details

Updated: Nov 2025

Not available to order

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