Navigating the complexities of running a nonprofit institution, endowment or foundation and taking a comprehensive approach to your investments is far from a one size fits all proposition.
With a long history in supporting institutions, backed by the insights and due diligence of our Chief Investment Office, we offer a holistic approach to helping our clients strike a balance between your risk tolerance and growth objectives. Your Merrill Lynch Financial Advisor in partnership with the Philanthropic Solutions team at Bank of America's Private Bank can help address your organization's needs and provide ongoing guidance on industry-wide best practices in the following areas:
Investment management —
tailored investment solutions to support your organization’s long-term mission
investment solutions that help promote social and environmental change
Board Governance & Leadership Development—
tools and strategies to help endowments and foundations demonstrate and execute sounds business practices
Mission Advancement and Donor Strategies—
Best practices to support your organization’s approach to addressing community needs, data-driven decision making, and increased competition for the donor dollar.
Latest studies, thinking and ideas for your staff and board meetings.
Ann Limberg, head of Philanthropic & Family Office Solutions, discusses how we help nonprofits and institutions maximize their philanthropic efforts.
Transcript of Video
3 Questions to Ask Your Advisor
- Can our current asset allocation meet the spending needs of our institution?
- Is our investment committee using it’s time most effectively?
- How can we attract more millennial donors to our organization?
Connect with an advisor and start a conversation about your goals.
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Institutional Investments & Philanthropic Solutions (“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 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 Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”).
Certain Bank of America Private Bank 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. MLPF&S is a registered broker-dealer, Member SIPC, and a wholly-owned subsidiary of BofA Corp.