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Philanthropic Solutions

Philanthropic Solutions overview

The Philanthropic Solutions group at Bank of America Private Bank delivers expertise and a comprehensive suite of investment and management services to help individuals and institutions build and sustain their charitable missions.

Serving in a trustee or agency capacity for private foundations, endowments, split-interest trusts and donor-advised funds, the Philanthropic Solutions team provides:

Strategic advice and planning to help you fulfill your mission more effectively

  • Integrated spending policy and asset allocation analysis
  • Grantmaking administration and oversight
  • Governance and fiduciary assistance
  • Philanthropic research and best practices

Asset management services and solutions to help align and achieve your financial and charitable objectives

  • Customized asset allocation
  • Portfolio construction and balancing
  • Investment manager evaluation, selection and oversight
  • Evaluation, management, and liquidation of donated farmland and ranchland, real estate, timberland, private business interests and energy and mineral assets

Administration and record-keeping services to simplify your administrative burden

  • Distribution calculation and disbursement
  • Record-keeping and custody
  • Preparation and filing of tax forms
  • Sub-fund reporting
  • Gift processing and valuation

Expertise and community commitment

With a dedicated team of charitable professionals to support you, Philanthropic Solutions is committed to providing national expertise, delivered locally.

Contact us

To learn more about starting or managing your private foundation, visit Private Bank Solutions.

For inquiries about private foundation grantmaking and grant applications, visit Search for Grants.

For inquiries about Bank of America Charitable Foundation grants or sponsorships, visit The Bank of America Charitable Foundation.

Insights

Learn more about Bank of America Private Bank Philanthropy, Solutions for Individuals & Families and Institutions.