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Give with greater impact

Gifts to your donor-advised fund can now be invested in sustainable investment strategies that potentially grow your contributions while relying upon ESG principles

Donor-advised funds (DAFs) offer a convenient, flexible, tax-advantaged way of giving that offers your contributions, because they are invested, the opportunity to potentially grow over time. These benefits make DAFs one of the fastest-growing philanthropic vehicles, with contributions increasing an average of 18% annually over the past decade.1 They can be even more appealing when you know that your contributions can be invested in sustainable investing portfolios. “Sustainable investments allow donors to magnify the impact of their charitable giving — aligning their values and charitable priorities to both their grant and asset management strategies,” explains Donald J. Greene, national donor-advised fund executive, Bank of America Private Bank.

To that end, seven portfolios with sustainable investment strategies, including Environmental, Social and Governance (ESG) factors, are available through the Bank of America Charitable Gift Fund. “Our sustainable portfolios help donors stay true to their social values regardless of the investment objective they’ve selected to reflect their charitable giving strategy with the Bank of America Charitable Gift Fund,” says Greene. Donors can make gifts directly through the Charitable Gift Fund’s online portal to any of the more than 1.8 million IRS-recognized charities in the U.S.

Multi-chart infographic detailing four reasons to consider putting DAF contributions in sustainable investing portfolios: popularity, performance, adoption, tax. Visit the link below for long description.

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