Give with greater impact

Gifts to your donor-advised fund can now be invested in actively managed investment portfolios that target competitive financial returns and seek positive environmental and social effects

 

Donor-advised funds (DAFs) offer a convenient, flexible, tax-advantaged way of giving that offers your irrevocable contributions, because they are invested, the opportunity to potentially grow over time. These benefits help make DAFs one of the fastest-growing philanthropic vehicles, with contributions increasing an average of 24% annually over the past decade.1 They can be even more appealing when you know that your contributions can be invested in sustainable investing portfolios. “Sustainable investments offer donors the potential to magnify the impact of their charitable giving — aligning their values and charitable priorities to both their grant and asset management strategies,” explains Donald J. Greene, national donor-advised fund executive, Bank of America Private Bank.

 

To that end, seven portfolios with sustainable investment strategies are available through the Bank of America Charitable Gift Fund. “Our sustainable portfolios offer donors the potential to stay true to their values regardless of the investment objective they’ve selected to reflect their charitable giving strategy with the Bank of America Charitable Gift Fund,” says Greene. Donors can make gifts directly through the Charitable Gift Fund’s online portal to any of the more than 1.8 million IRS-recognized charities in the U.S.

Graphic providing reasons investors should consider putting donor-advised fund (DAF) contributions in sustainable investing portfolios. See link below for complete description.

 

Ask your advisor for more information on how a donor-advised fund works, and whether the Bank of America Charitable Gift Fund might help you meet your giving goals.

 

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1 National Philanthropic Trust, “2023 Donor-Advised Fund Report,” November 2023.

2 Bloomberg, 3-year returns for the MSCI World ESG Leaders Index were 8.51% annually, while the MSCI World Index returned 7.83% annually (12/31/2020-12/31/2023). 5-year returns for the MSCI World ESG Leaders Index were 13.84% annually, while the MSCI World Index returned 13.41% annually (12/31/2018-12/31/2023). 7-year returns for the MSCI World ESG Leaders Index were 11.63% annually, while the MSCI World Index returned 11.33% annually (12/31/2016-12/31/2023). 10-year returns for the MSCI World ESG Leaders Index were 9.37% annually, while the MSCI World Index returned 9.22% annually (12/31/2016-12/31/2023).

3 BofA Global Research. December 2023 .

4 American Endowment Foundation, “5 Primary Tax Benefits to Donors” May 2024 (latest data available).

5 Hurwit & Associates, “Starting a Private Foundation” as of June 2021 (latest data available).

 

Important Disclosures

 

Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance is no guarantee of future results.

 

Bank of America, Merrill, their affiliates, and advisors do not provide legal, tax, or accounting advice. Clients should consult their legal and/or tax advisors before making any financial decisions.

 

Donor-advised fund management is provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”). Trust, fiduciary, and investment management services are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A. and its agents. Brokerage services may be performed by wholly owned brokerage affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”). Merrill is a registered broker-dealer, a registered investment adviser and Member SIPC. 

 

Sustainable and Impact Investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values-based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating. 

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Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory and other services. Additional information is available in our Client Relationship Summary. 

This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

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Bank of America Private Bank is a division of Bank of America, N.A.

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