Your charitable foundation is unique. That’s why our team of foundation consultants delivers customized support tailored to your particular needs and goals.
At Bank of America Private Bank, your philanthropic goals are central to the design and delivery of our consulting and advisory services. Through our National Consulting & Advisory Practice, you receive guidance on all aspects of your charitable foundation — including investment management, governance, strategic grantmaking and administration — with the goal of maximizing effectiveness, efficiency and enjoyment.
Our foundation consultants provide guidance on a variety of strategic questions and concerns, including how to best educate and engage current and future foundation stewards and leaders; where and how to connect to relevant resources; and how to ensure that your philanthropic activities are having a positive impact on the communities and causes that interest you.
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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.