Accelerating charitable impact
Giving through donor-advised funds
Learn from a panel of experts on how to structure your giving, leverage donor-advised funds, and seek support from advisors to help achieve your philanthropic goals.
Speakers cover a wide range of topics, including:
- The rising popularity of donor-advised funds among donors
- Overcoming hurdles that may prevent you from reaching your giving goals
- Mechanisms to gift complex assets
- Approaches to engage the family in giving
Important Disclosures:
Lyell Sakaue and Danielle Vance-McMullen are not affiliated with Bank of America Corporation.
Opinions are as of the date of this event and are subject to change.
Donor-advised fund and private foundation management are 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.
Institutional Investments & Philanthropic Solutions (also referred to as “Philanthropic Solutions” or “II&PS”) is part of 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.
