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)
