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The Bank of America Charitable Gift Fund offers a sophisticated and dynamic way to give to the causes that mean the most to you.
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:
Impact investments at Merrill Lynch undergo the same rigorous due diligence process as traditional strategies that we offer. As a second step, our CIO Due Diligence team analyzes impact strategies for intentionality to ensure that their stated impact resonates throughout the strategy.
All of this feeds into our goals-based wealth management process, so clients can work with their private wealth advisor to help ensure that their investment decisions are helping them pursue their goals.
Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for non-financial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.