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Philanthropy is about more than giving money — it is about helping your organization realize its important goals.
It begins with your mission. For nonprofit organizations focused on positive change, you want to work with a team that truly understands the breadth of issues you face and can assist you in building an effective, focused plan. When you work with Institutional Investments & Philanthropic Solutions ("II&PS") through your private wealth advisor, you can expect a thoughtful, thorough approach delivered by a team assembled specifically for you. We leverage our knowledge, resources and wide spectrum of services to tailor solutions to help you pursue your goals. We serve a wide range of nonprofits across many sectors, including:
See U.S. Trust's latest philanthropic research about what factors drive charitable activities among wealthy householdsLearn more
We can provide your organization with a targeted set of strategic planning, portfolio management, administrative and advisory solutions that can address operational efficiency and productivity while navigating complexities such as uneven markets, growing competition for donations and increased fiduciary requirements.
1Investment consulting is offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated
2Nonprofit advisory services offered through U.S. Trust® Institutional Investments & Philanthropic Solutions (II&PS).
U.S. Trust operates through Bank of America N.A. and other subsidiaries of Bank of America Corporation (“BofA Corp.”)
Certain U.S. Trust associates are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), a registered broker-dealer, and may assist you with investment products and services provided through MLPF&S and other nonbank investment affiliates.
Institutional Investments & Philanthropic Solutions (“II&PS”) is part of U.S. Trust, Bank of America Corporation (“U.S. Trust”). U.S. Trust operates through Bank of America, N.A. and other subsidiaries of Bank of America Corporation ("BofA Corp."). Bank of America, N.A., Member FDIC. 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 Merrill Lynch, Pierce, Fenner & Smith Incorporated.