We can provide guidance and support for your organization’s unique vision, helping you to capitalize on opportunities with donors, prospects, community, grant recipients and stakeholders.
Best Practices to Support Your Organization’s Approach to Addressing Community Needs, Data-Driven Decision Making, and Increased Competition for the Donor Dollar
Our Approach
As a complement to our mission-based approach to managing your investments, we offer guidance and support for executing key strategies in the areas critical to your organization's mission, such as:
- Community development
- Donor engagement
- Collective impact initiatives
- Fine-tuning your value proposition
- Growing your endowment
- Cultivating strong board leadership
Your Bank of America Private Bank team is selected based on your nonprofit's unique needs and will always include a specialist in philanthropy. We can work with your volunteer and staff leadership to tailor strategies for your specific mission and growth goals. After understanding your strategic priorities, we define areas and specific projects where our team can provide one-on-one advice, guidance, workshops, and coaching. We focus on supporting you in achieving your long-term goals for sustainability and growth while taking into consideration your philanthropic culture and communication strategy with key staff and stakeholders.
Services
Related Solutions
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.
RELATED INSIGHTS
Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.
Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Credit and collateral subject to approval. Terms and conditions apply. Programs, rates, terms and conditions subject to change without notice.
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.
Bank of America Private Bank is a division of Bank of America, N.A.
U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation.
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.
Bank of America, N.A., Member FDIC. Equal Housing Lender 
4839570-EXP-2023-07-13
