Philanthropy for Individuals & Families

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.

Lifetime giving strategies

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

Strategic Philanthropy

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

Foundations & Grantmaking

Your philanthropic goals are central to the design and delivery of our consulting and advisory services. Through our National Consulting & Advisory Practice, you receive guidance on all aspects of your charitable foundation — including investment management, governance, strategic grantmaking and administration — with the goal of maximizing effectiveness, efficiency and enjoyment.

Our foundation consultants provide guidance on a variety of strategic questions and concerns, including how to best educate and engage current and future foundation stewards and leaders; where and how to connect to relevant resources; and how to ensure that your philanthropic activities are having a positive impact on the communities and causes that interest you.

Donor-advised fund

Structure a tax-efficient trust or donor advised fund that is based on your needs. By helping you understand the differences between various charitable vehicles, we can work with you to create a successful charitable giving plan.

Connect with a Merrill Private Wealth Advisor.

Frequently asked questions

Donor-advised fund and private foundation management are provided by 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.

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 Bank of America, N.A., Member FDIC and a wholly owned subsidiary of BofA Corp., and its agents. Brokerage services may be performed by wholly owned brokerage affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”).

MLPF&S makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp. MLPF&S is a registered brokerdealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

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