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Charitable Gift Fund

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Bank of America Charitable Gift Fund
PO Box 55850
Boston, MA 02205-5850
Overnight carrier:
100 Federal Street, MA1-225-04-02
Boston, MA 02110


Gift Fund Help
How do I open a donor advised fund?

You can use our secure online application to open an account. For a faster application process, we recommend having the following information on hand:

  • Information about yourself, co-donors and advisors (if applicable): Social Security number, date of birth, address, phone number and email address
  • Information about the assets you wish to contribute, such as stock ticker symbol and estimated value. The minimum initial contribution is $5,000.
What types of assets can I contribute?

The Charitable Gift Fund can accept a broad range of assets to help you maximize the value of your contribution. Examples include:

  • Cash, securities and mutual funds
  • Restricted stock and closely held business interests
  • Real estate, timberland, farms and ranches
  • Gas, oil and mineral rights
  • Non-financial tangible assets are considered on a case-by-case basis.

For questions, contact your Bank of America Merrill Lynch Advisor, your U.S. Trust advisor or the Charitable Gift Fund at 1.888.703.2345, 8:30 a.m. to 5:30 p.m. Monday through Friday.

What are the minimum contributions and balances?

There is $5,000 minimum to open an account, and additional contributions must be at least $1,000 each. There is no minimum account balance.

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