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Merrill Lynch Community Charitable Fund
The Merrill Lynch Community Charitable Fund is a donor advised fund program offered
to Merrill Lynch private clients in partnership with community foundations nationwide.
The Dallas Foundation was one of the first community foundations in the U. S. to
participate in the program.
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:
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Make charitable gifts with ease
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Benefit from professional services
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Take advantage of potential tax benefits
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Time tax deductions and charitable recommendations for maximum effect
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Leverage charitable gifts through The Dallas Foundation's resources
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Benefit from professional investment management
For more information about the Merrill Lynch Community Charitable Fund, please contact
your Merrill Lynch Financial Advisor.
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