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 U.S. Trust 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
RELATED INSIGHTS
Investing involves risk. There is always the potential of losing money when you invest in securities.
Neither U.S. Trust 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.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Credit and collateral subject to approval. Terms and conditions apply. Programs, rates, terms and conditions subject to change without notice.
U.S. Trust, Bank of America Private Wealth Management operates through Bank of America, N.A., and other subsidiaries of Bank of America Corporation.
Investment products:
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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 
ARNQYFXH-EXP-2019-01-24
