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Effective URL: https://bofa.donorfirst.org/
Submission: On July 18 via manual from IN — Scanned from DE
Effective URL: https://bofa.donorfirst.org/
Submission: On July 18 via manual from IN — Scanned from DE
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<li><a class="active" data-key="0" href="#">Welcome</a></li>
<li><a data-key="1" href="#">Learn More</a></li>
<li><a data-key="2" href="#">Advisor Registration</a></li>
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<p>Valued Donors : </p>
<p>Balances for Charitable Gift Fund accounts are now available on <a href="https://www.mymerrill.com/ml/home.aspx">MyMerrill</a> and <a href="https://www.fs.ustrust.com/login/login.aspx?sgt=1">Private Bank Account Access</a>.</p>
<p>If you have a <a href="https://www.mymerrill.com/ml/home.aspx">Merrill Lynch</a> or <a href="https://www.fs.ustrust.com/login/login.aspx?sgt=1">Private Bank Account</a>, please log on directly to
<a href="https://www.mymerrill.com/ml/home.aspx">MyMerrill</a> or <a href="https://www.fs.ustrust.com/login/login.aspx?sgt=1">Private Bank Account Access</a>, locate your CGF Account, and click on the hyperlink to sign-on directly to your
Donor Portal dashboard. </p>
<p>If you have any questions, please contact us between the hours of 8:30am to 5:30pm ET. If you are a Financial Advisor, please contact us at <a href="mailto:charitablegiftfund@reninc.com">charitablegiftfund@reninc.com</a> or
1.888.703.2345. Donors may contact the Gift Fund at <a href="mailto:charitablegiftfund@bofa.com">charitablegiftfund@bofa.com</a> or 1.888.703.3436. </p>
<p>Thank you.</p>
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<h3 style="color:black">Giving with Bank of America’s donor advised fund</h3>
<p>The Bank of America Charitable Gift Fund* is a donor advised fund that offers a flexible and convenient way to help advance the causes you support.</p>
<h3 style="color:black">What is a donor advised fund?</h3>
<p>A donor advised fund (DAF) is a charitable account that helps you organize your giving. It’s easy to open and is a cost-effective alternative to a private foundation. You can recommend grants to charities and your fund will be invested
with the potential to grow more charitable dollars over time.</p>
<p><em>*A public charity as described in the Internal Revenue Code Sections 501 (c)(3), 509(a)(1) and 170 (b)(1)(A)(vi)</em></p>
<h3 style="color:black">Donor advised fund benefits:</h3>
<ul>
<li>Receive a current-year income tax deduction</li>
<li>Donate appreciated assets without incurring capital gains taxes</li>
<li>Make grant recommendations now or in the future</li>
<li>Involve your family and friends in charitable giving</li>
</ul>
<h3 style="color:black">Bank of America Charitable Gift Fund benefits:</h3>
<ul>
<li>Open an account with an initial contribution of $25,000</li>
<li>Choose from multiple investment objectives</li>
<li>Select successors to perpetuate philanthropic giving</li>
<li>Enhance your impact through professional investment management and tax-free compounding of investment returns</li>
<li>Manage your charitable giving online or with your financial advisor</li>
</ul>
<p> </p>
<p>Open an account with your financial advisor or contact us at 888-703-2345 to speak with a Charitable Gift Fund specialist.</p>
<p>Please refer to the <a href="/pdf/bofa/Making the Most of your CGF Account.pdf" target="_blank"><u>Making The Most of Your Bank of America Charitable Gift Fund Account</u></a> quick reference guide for additional program details, or
<a href="/pdf/bofa/Guide to Navigating Your Donor Advised Fund.pdf" target="_blank"><u>Guide to Navigating Your Donor-Advised Fund</u></a> for assistance with navigating the donor portal.</p>
<p> </p>
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<h2>New to the Charitable Gift Fund?</h2>
<p>If you are reactivating your access, <br> send an email to<br>
<a href="mailto:charitablegiftfund@reninc.com" text-decoration:="" underline="">charitablegiftfund@reninc.com</a> requesting access reactivation on the Donor Portal.
</p>
<p>If you are requesting access for the first time,<br> complete and submit your registration, click <a href="/register" text-decoration:="" underline="">DonorFirstX Portal Registration </a></p>
<p><a href="https://bofa.donorfirst.org/pdf/BOFA/Asset%20Transfer%20Authorization%20Form.pdf">Funding Instructions (Asset Transfer Form)</a></p>
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</form>Text Content
Skip to main content Create Donor Account FOR SELF-SERVICE DONORS, ONLY * Open Online Already have an account ? Click here to login. BOFA’S CHARITABLE GIFT FUND SITE * Welcome * Learn More * Advisor Registration Valued Donors : Balances for Charitable Gift Fund accounts are now available on MyMerrill and Private Bank Account Access. If you have a Merrill Lynch or Private Bank Account, please log on directly to MyMerrill or Private Bank Account Access, locate your CGF Account, and click on the hyperlink to sign-on directly to your Donor Portal dashboard. If you have any questions, please contact us between the hours of 8:30am to 5:30pm ET. If you are a Financial Advisor, please contact us at charitablegiftfund@reninc.com or 1.888.703.2345. Donors may contact the Gift Fund at charitablegiftfund@bofa.com or 1.888.703.3436. Thank you. GIVING WITH BANK OF AMERICA’S DONOR ADVISED FUND The Bank of America Charitable Gift Fund* is a donor advised fund that offers a flexible and convenient way to help advance the causes you support. WHAT IS A DONOR ADVISED FUND? A donor advised fund (DAF) is a charitable account that helps you organize your giving. It’s easy to open and is a cost-effective alternative to a private foundation. You can recommend grants to charities and your fund will be invested with the potential to grow more charitable dollars over time. *A public charity as described in the Internal Revenue Code Sections 501 (c)(3), 509(a)(1) and 170 (b)(1)(A)(vi) DONOR ADVISED FUND BENEFITS: * Receive a current-year income tax deduction * Donate appreciated assets without incurring capital gains taxes * Make grant recommendations now or in the future * Involve your family and friends in charitable giving BANK OF AMERICA CHARITABLE GIFT FUND BENEFITS: * Open an account with an initial contribution of $25,000 * Choose from multiple investment objectives * Select successors to perpetuate philanthropic giving * Enhance your impact through professional investment management and tax-free compounding of investment returns * Manage your charitable giving online or with your financial advisor Open an account with your financial advisor or contact us at 888-703-2345 to speak with a Charitable Gift Fund specialist. Please refer to the Making The Most of Your Bank of America Charitable Gift Fund Account quick reference guide for additional program details, or Guide to Navigating Your Donor-Advised Fund for assistance with navigating the donor portal. NEW TO THE CHARITABLE GIFT FUND? If you are reactivating your access, send an email to charitablegiftfund@reninc.com requesting access reactivation on the Donor Portal. If you are requesting access for the first time, complete and submit your registration, click DonorFirstX Portal Registration Funding Instructions (Asset Transfer Form) LOGIN TO YOUR ACCOUNT Username Password Forgot your Username or Password? 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. Investment products: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value ©2023 Bank of America Corporation. All rights reserved. Terms of Service