Skip To Content
Plan the impact of my wealth

Personal philanthropy

Bring your personal values to life, encourage financial responsibility in your family and create lasting,
tangible results.

  • Donor-Advised Fund

    Utilize a popular solution that lets you make a donation without choosing a specific charity right away while the account grows tax-free.

  • Charitable Trusts

    Address charitable goals alongside of personal goals within a single trust, providing financial support to both in a tax-advantaged fashion.

  • Private Foundation

    Commit a significant portion of your wealth to charitable causes with greater control over management and distribution of assets.

Talk to your advisor about integrating these products
and solutions into your financial strategy.
Not a Merrill client?
Have questions for your financial advisors?
Connect with to continue the conversation
Explore more of Wealth Impact Planning
Explore more of Wealth Impact

You need to answer some questions first

Then we can provide you with relevant answers.

Get started