Strategic Philanthropy & Grantmaking Services

Philanthropy is about more than making charitable contributions. It is about living according to your values and supporting what matters most to you.

Philanthropy offers a unique opportunity to enrich your life, establish or continue a tradition of giving, share your skills and experience and unite your family around a common purpose. It begins with what matters most to you.

Your advisor can bring you our broad suite of philanthropic services to help you maximize the benefit of your charitable contributions — for the causes you support, for your sense of personal fulfillment and to help ensure that your giving fits seamlessly with your other financial goals. This approach can enable you to share your financial success with others and create a lasting legacy of giving.

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Family and Individual Philanthropy

Ann Limberg:

Hi, I'm Ann Limberg and I lead a team of over 200 specialists across Bank of America who can help families like yours make a positive change in the world.

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Ann Limberg, Head of Philanthropic & Family Office Solutions.

We're here to maximize your impact by helping to ensure that your vision is clear and your strategy is aligned with your values, that your generosity is implemented in an organized and an efficient way, and that it's being constantly evaluated and refined.

Hi, I'm Ann Limberg and I lead a team of over 200 specialists across Bank of America who can help families like yours make a positive change in the world.

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Vision

Strategy

Implementation

Evaluation

Whether you're interested in a family foundation, a donor advise fund, or a charitable trust, we can help you be much more strategic with your philanthropy. It all starts with understanding what's most important to you and to your family, and this is your vision.

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Vision

First, we'll help you clarify your mission by facilitating discussions within your family. Through a series of workshops, conversations, and tools, we can help identify your values, and we'll help you define that vision through a mission statement.

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Strategy

From there, we can begin to create a strategy to help achieve your goals. We'll help think through governance procedures, set criteria to guide funding decisions, and ultimately connect with organizations that might be a good fit for you.

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Implementation

We'll move from there to implementation and make that strategy your reality. That could be through developing grant guidelines in an application process or facilitating the grant request or even providing ongoing education.

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Evaluation

No implementation is complete with measuring and optimizing the impact. As we evaluate the results of your philanthropy, we can continue to refine that process to get better results or pivot as your mission evolves. We're here to take the burden of administration off your shoulders and let you focus on the most wonderful part of giving and that's the impact. It's a great privilege for us to be in that conversation with you day in and day out.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, Member SIPC, and a wholly-owned subsidiary of BofA Corp.

Merrill Private Wealth Management is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Both brokerage and investment advisory services (including financial planning) are offered by the Private Wealth Advisors through MLPF&S. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill’s obligations will differ among these services. The banking, credit and trust services sold by the Private Wealth Advisors are offered by licensed banks and trust companies, including Bank of America, N.A., Member FDIC, and other affiliated banks.

Institutional Investments & Philanthropic Solutions (“Philanthropic Solutions”) is part of Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly-owned subsidiary of BofA Corp. Trust and fiduciary services and other banking products are provided by wholly-owned banking affiliates of BofA Corp., including Bank of America, N.A. Brokerage services may be performed by wholly-owned brokerage affiliates of BofA Corp., including MLPF&S.

Certain Bank of America Private Bank associates are registered representatives with MLPF&S and may assist you with investment products and services provided through MLPF&S and other nonbank investment affiliates. MLPF&S is a registered broker-dealer, Member SIPC, and a wholly-owned subsidiary of BofA Corp.

Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC, and wholly-owned subsidiaries of BofA Corp.

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

Lifetime Giving Strategies

Establish a philanthropic approach based on your values, purpose, and needs.

Foundations & Grantmaking

Access resources and support throughout all phases of the foundation life cycle — from inception to implementation to board transitions or termination.

Strategic Philanthropy

Understand where you can achieve the most impact and learn ways to give beyond traditional grantmaking.

Donor-Advised Fund

Explore how Donor Advised funds, a growing charitable vehicle, could help support your charitable giving.

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Impact Investing

Aligning your investments with your social and environmental values.

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Specialized Foundation Services

Maximizing effectiveness and efficiency.

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Business Owners

Insights and guidance for you, your family and your business needs.

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Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

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Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Trust and fiduciary services and other banking products are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A.

Connect with us: 1.800.878.7878

Investment products:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

Bank of America, N.A., and U.S. Trust Company of Delaware (collectively the “Bank”) do not serve in a fiduciary capacity with respect to all products or services. Fiduciary standards or fiduciary duties do not apply, for example, when the Bank is offering or providing credit solutions, banking, custody or brokerage products/services or referrals to other affiliates of the Bank.

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Connect with us: 1.800.878.7878

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Strategic Philanthropy &
Grantmaking for Individuals & Families

Giving with Passion and Purpose

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