Managing nonprofit institutions has become more complex and time consuming with increased regulatory scrutiny and reporting requirements and increased donor focus on accountability, effective governance, measurable impact, efficient operations and investment management. Services offered by U.S. Trust are designed to enable you to devote more time to your core mission. Through your Merrill Lynch advisor, you have access to a range of customized services from a team with extensive experience serving nonprofits. The services provided by U.S. Trust include fiduciary investment management, administrative services and guidance on developing policies and programs that are consistent with your mission and best practices. Whether the issue is day-to-day management, development of policies that support your mission, or the education and development of board members and staff, Merrill Lynch and U.S. Trust are here to help.
Fiduciary Investment Management
When you rely on U.S. Trust to provide fiduciary investment management, the focus is not simply on investment returns, but management centered on your organization’s mission and goals. Our focus is on building a portfolio that supports your organization's short- and long-term spending needs. We work with you to create a customized investment solution aligned with your mission, spending policy, risk tolerance and liquidity needs. You’ll have access to Merrill Lynch open-architecture investment advisory programs that have fiduciary investment oversight from U.S. Trust. The result is a disciplined investment process and total portfolio approach designed to support a sustainable spending policy, preserve capital, and advance the long-term pursuit of your mission.
Impact investing
U.S. Trust’s impact investing capabilities may enable you to support your mission through investment activities. With impact investing, investments in companies, organizations and funds are chosen with the intention of generating measurable social impact in addition to financial return. Depending on your specific goals, your investments could support causes or issues such as early childhood education, fair trade, environmental sustainability, water security, or diversity and gender equality. A broad range of investment choices is available to help you address portfolio and asset allocation objectives while investing for social or environmental impact.
Administration
In an environment where there is increased competition for donor funds and concern about professional management and conflicts of interest, assistance from an independent institution such as U.S. Trust may help ease concerns and reduce your administrative burden. Administrative services include custody and recordkeeping, sophisticated subfund accounting services, and assistance with the valuation of contributed securities and management of nontraditional gifts through U.S. Trust’s Specialty Asset Management team.
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As a nonprofit organization focused on positive change, you want to work with a team that understands the challenges you face and can assist you in building an effective plan designed to help pursue your mission. |
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AAs part of Bank of America Corporation, Merrill Lynch and U.S. Trust work together to bring you the capabilities of a premier global investment firm and one of the nation’s leading trust organizations. Your Merrill Lynch advisor can work with you on an approach designed to provide the specific services you need in the way that works for you. The result is a relationship supported by the investment insights of Merrill Lynch and the deep fiduciary experience of U.S. Trust — a relationship dedicated to helping you address your unique goals and priorities. |
Consulting and Advisory Services
U.S. Trust also provides consulting services designed to help institutions address a number of issues from governance to gift acceptance policies, spending policies, conflicts of interest, and even board and staff education and development. Having worked with a wide range of nonprofit institutions, U.S. Trust can often provide valuable perspective on industry standards as well as various strategies that other institutions have employed.
- Development strategies: Experienced philanthropic specialists at U.S. Trust understand the changing behavior and motivations of today’s donors and can share best practices to enhance the development of key fundraising programs, including annual giving campaigns, major gift programs, and planned giving.
- Governance: U.S. Trust can guide your board through an assessment to analyze your organization’s risk exposure, help support efforts toward compliance and transparency, and offer suggestions on key governance documents such as conflict of interest, gift acceptance and fundraising, document retention, executive compensation, and whistle-blower protection.
- Board and staff development: Your Merrill Lynch advisor works closely with professionals at U.S. Trust, who have either studied nonprofit management or spent years acquiring hands-on nonprofit experience. Your staff can be supported with one-on-one coaching, guidance on staff metrics, and goal setting.
Merrill Lynch, U.S. Trust and their affiliates and advisors do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”), a registered broker-dealer, Member SIPC, and other subsidiaries of Bank of America Corporation (“BofA Corp.”)
U.S. Trust, Bank of America Private Wealth Management and U.S. Trust, Bank of America Corporation (“U.S. Trust”) operate through Bank of America, N.A. and other subsidiaries of 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 MLPF&S. Institutional Investments & Philanthropic Solutions is part of U.S. Trust.
Certain U.S. Trust associates are registered representatives with MLPF&S and may assist you with investment products and services provided through MLPF&S and other nonbank investment affiliates.
Investment products:
| Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value |
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