Wealth Planning
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.
-
Strategic Philanthropy and Grantmaking
We have helped generations of individuals and families achieve their unique charitable goals, and we continue to be at the forefront of the trends that are shaping the future of the philanthropic field.
Looking for an advisor?
All our advisors are committed to putting your needs and priorities first.
Loading...
Merrill Advisor Match is a more
personalized way to
choose an advisor.
Or if you prefer,
we can have an
advisor contact you.
Explore more of Wealth Impact
Planning
Planning
Personalized solutions for a broad range of needs.
