Bank of America Corporation
CHARITY ESCROW AND TRUST AUTO-ADMINISTRATION SYSTEM

Abstract:

A method for administering a charitable trust is provided. The method may include receiving a plurality of donor profiles, and scoring each donor profile using a multi-faceted metric. The method may include receiving a plurality of charity profiles, and scoring each charity profile using the multi-faceted metric. The multi-faceted metric may relate to gift categories, personal donor data and/or charity data. The method may include receiving funds from a first donor associated with a first donor profile. The method may include scoring the received funds based on the multi-faceted metric. The method may include allocating the funds to one or more charities. The one or more charities may be associated with one or more charity profiles included in the plurality of charity profiles. The similarity between the scoring of the one or more charity profiles and the first donor profile is within a predetermined similarity range.