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Helping Families and Individuals Make an Impact
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Please see important information at the end of the video.
I have been volunteering and working in philanthropy as long as I can remember. It was just something instilled in our family at a young age.
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Jennifer Chandler
Head of Philanthropic Solutions
Bank of America Private Bank
Our team of close to 200 professionals work with each family we serve to make the world a better place through philanthropy. We help our clients maximize impact, first and foremost, by understanding their values and their mission. We deliver a comprehensive approach to ensure our client's generosity is implemented in an organized and efficient manner.
Through a series of workshops, conversations, and tools, we work with each family, across generations, to understand their missions and their values. With that, we work together to create a mission statement that aligns the whole family.
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Creating a Mission Statement
We also provide support for a number of procedures that can include governance, it can provide guidance on giving, and we can align them with other organizations.
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Governance
Guidance on giving
Alignment with organizations
As one of the longest-established fiduciary investment management firms in the industry, we take a total portfolio approach that seeks to align with our clients' spending policies and help them give in perpetuity.
With each family we serve, we bring together fiduciary investment management solutions, consulting, and administration, and we do all of this with the highest standard of care, the fiduciary standard.
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Fiduciary investment management solutions
Consulting services
Administration
In some cases, our clients may have non-financial assets. If that's the case, we can help support them through our specialty asset management team.
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Customized investment management solutions
They're a dedicated team, focused on supporting assets like real estate, oil and gas royalties, farmland, and timberland.
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Specialty Asset Management
We have similar services for art collectors, who may donate their works of art to non-profit organizations or need to transfer their wealth across generations.
No foundation is complete without measuring and optimizing impact.
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Measure and optimize impact
That's why we work with each client to evaluate and revise. If we need to pivot and adjust to a client's mission, we do just that. We're here to take the administrative responsibilities off the shoulders of our clients so they can focus on the most wonderful part of their giving, and that's the positive impact of their generosity.
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Disclosure:
Recorded on August 18, 2022.
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.
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, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.
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