Merrill Lynch and You

The Merrill Lynch Community Charitable Fund is a donor-advised fund program offered to Merrill Lynch private clients in partnership with community foundations nationwide.

Clients can establish a Donor-advised fund with the advice and guidance of their Merrill Lynch Financial Advisor and the skill and due diligence of The Dallas Foundation. The program bridges the gap between Dallas philanthropists and nonprofit institutions through the local insight provided by community foundations.

The program offers donors a number of advantages:

  • Make charitable gifts with ease
  • Benefit from professional services
  • Take advantage of potential tax benefits
  • Time tax deductions and charitable recommendations for maximum effect
  • Leverage charitable gifts through The Dallas Foundation's resources
  • Benefit from professional investment management

For more information about the Merrill Lynch Community Charitable Fund, please contact your Merrill Lynch financial advisor.

Confidence in The Dallas Foundation

Donor advised funds don’t generate any administrative work for donors. Another major benefit is, the foundation’s staff has the ability to research any 501c3, or if you tell them what you’re interested in, they’ll give you a list of nonprofits.

~Dale Reed,
First vice president with Merrill Lynch in Plano

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