In this program, philanthropic leaders and research experts explore how donor-advised funds work, why they are growing so quickly in popularity, and how they can help turn charitable intent into meaningful, long-term impact.

Why this matters now: As wealth grows and philanthropy becomes more complex, donor-advised funds are helping families give with greater intention, flexibility, and impact.

In this discussion, you’ll learn:

• What donor-advised funds are and how they work, including their tax aware structure and flexibility
• How wealthy families are using donor-advised funds today, from short-term giving to long-term, multi-generational philanthropy
• Why donor-advised funds can help close the gap between charitable intent and action
• How donors, charities, and advisors can work together to increase charitable impact

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.