Skip to main content

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.