Since 1955, The Bank of America Charitable Gift Fund has been helping donors give money to favorite charities in an organized, tax-efficient and worry-free way. You can depend on us to help you pursue your philanthropic goals while you support important causes.
A donor-advised fund allows you to streamline your charitable giving. Your fund will be invested with the potential to grow over time. Our online portal allows you to make grant recommendations to the charities of your choice, track your giving, make new contributions, select an investment designation and access statements.
Bank of America Charitable Gift Fund benefits:
The Gift Fund offers 8 Investment Objectives, a money market fund and 7 strategic asset allocation models ranging from conservative to more purely growth oriented strategy. Under each asset allocation model, we offer both a Sustainable (Separately Managed Accounts) and an All-ETF portfolio (passive) option.
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, Member SIPC, and a wholly-owned subsidiary of BofA Corp.
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