 |
| |
|
Give > For Future Fundholders/Contributors > Fees & Investment Options > Merrill Lynch |
| |
 |
The Merrill Lynch investment firm has partnered with several community foundations across the nation – including The Rhode Island Foundation – to marry the firm’s investment management with the Foundation’s knowledge of the community and grantmaking expertise.
Utilizing the Merrill Lynch Community Charitable Fund, a current Merrill Lynch investor in Rhode Island could transfer any portion of his or her account at Merrill Lynch into a tax-deductible charitable account there, which is invested in various portfolios according to the donor’s preferences for investment strategy. The donor can then work with The Rhode Island Foundation and its staff to recommend charitable gifts from the new endowment, whenever and wherever they choose. You should also understand that Merrill Lynch offers its brokers a financial incentive when a client opts to utilize the Merrill Lynch community charitable fund.
We direct Merrill Lynch clients who are interested in the Community Charitable Fund to contact their Merrill Lynch advisor. For more information about the program, click here. |
|
|
|
|
