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Philanthropic Solutions

Establishing a private foundation

If it matters to you, it matters to us

At U.S. Trust, we're committed to helping you achieve your personal vision through your private foundation. When you work with Foundation Advisory Services, your philanthropy is supported by a broad range of customized solutions to help transform your charitable goals into meaningful action.

Strategic planning services:

We can help you create and implement a strategic plan for greater impact:

  • Define your purpose, create or affirm your mission statement and develop strategy
  • Identify issues, geography and populations you want to affect
  • Involve your family and advise on succession planning

Grantmaking services:

We will help you implement and refine the best practices and processes for your ongoing needs:

  • Structured grantmaking programs that identify the best grant recipients for your mission
  • Align your missions with your giving program and funding guidelines
  • Grant due diligence, including proposal review and site visits

Grant administration and management services:

We can greatly alleviate your administrative burden by ensuring that your foundation complies with all regulatory requirements and satisfies fiduciary requirements:

  • Act as office of record for grant inquiries and regulatory purposes
  • Process incoming and outgoing correspondence
  • Disburse grant payments, verify tax-exempt status and monitor cash flow

Portfolio management for private foundations:

We will work with you to create a highly customized investment solution to advance your mission and meet your spending and funding needs:

  • Customized investment solutions, funding and asset-allocation strategies
  • Expertise in specialty assets such as commercial real estate and timberland
  • Sound oversight that ensures the integrity of the investment process

Whether you'd like to establish a new private foundation or reduce the administrative burdens of an existing one, our philanthropic specialists are ready to help you realize your personal vision. Call 1.877.898.7323 or email private_foundations@ustrust.com.

Find out more

Let us help you make a greater philanthropic impact.

1.877.898.7323

Monday to Friday
8 a.m. to 5 p.m. ET

More options

Donor-advised funds can either complement private foundations or serve as an alternative.

Consider the Bank of America Charitable Gift Fund.