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Solutions for Nonprofit Institutions, Endowments & Foundations

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 U.S. Trust 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

Impact investing—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.

Thought Leadership—Latest studies, thinking and ideas for your staff and board meetings.

Check out this video entitled, “Giving Your Way” to see how we can make the greatest impact in your giving priorities.

Transcript of Video

3 Questions to Ask Your Advisor

  1. Can our current asset allocation meet the spending needs of our institution?
  2. Is our investment committee using it’s time most effectively?
  3. How can we attract more millennial donors to our organization?

Connect with an advisor and start a conversation about your goals.

Give us a call at

1.866.706.8321

9am - 9pm Eastern, Monday - Friday

Have questions for your financial advisor?

Connect with to continue the conversation.

Institutional Investments & Philanthropic Solutions (II&PS) is part of U.S. Trust, Bank of America Corporation (U.S. Trust). U.S. Trust operates through Bank of America, N.A. and other subsidiaries of Bank of America Corporation (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 Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S).

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. MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of BofA Corp. 

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