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Bank of America Charitable Gift Fund Program Guidelines APPLICATION A completed Charitable Gift Fund Donor Application must accompany all first-time contributions to a donor-advised fund account The Donor must be a US taxpayer and at least 18 years old If the Donor works with a Merrill financial advisor or Bank of America Private Bank advisor, a signed original application is required to open an account The signed original application must be
Be Cyber Secure: Red flags and smart steps to avoid scams Be Cyber Secure: Red flags and smart steps to avoid scams You work hard for your money Unfortunately, crooks work hard as well, attempting various tactics to take your money As it can be incredibly difficult to recover stolen funds, it is important to be vigilant and proactive about your security to keep your personal and financial information safe In order to keep your financial and