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Private foundations

A private foundation can be a useful tool if you or your family want to commit a significant portion of your wealth and personal focus to charitable causes. Private foundations are an effective way to:

Maximize your philanthropic impact as well as your level of personal satisfaction.
Easily integrate your giving with your overall wealth and estate plan.
Take advantage of income tax and gift tax deductions.

A private foundation provides you with a tax-exempt entity that’s wholly dedicated to your giving. You’ll have full control over the management and distribution of your assets—in the form of grantmaking activities—and can appoint family members and others to serve as the foundation’s board of directors, officers or trustees. Bank of America’s private foundation services can help you achieve your philanthropic vision with:

Strategic planning to help define the purposes you want to serve.
Guidance on structuring your grantmaking programs, including proposal review, site visits and other due diligence functions.
Full oversight of foundation administration and management to ensure that all regulatory and fiduciary requirements are satisfied.
Portfolio management to ensure you have sufficient assets to fund your mission and meet spending needs.

Whether you want to establish a new foundation or offload the administrative burden of an existing one, Bank of America has the services and expertise to help you realize your personal philanthropic vision, allowing you to give in the ways most meaningful to you.

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Whether you’re defining goals, addressing change or figuring out how to move forward, Merrill and Bank of America offer a widge range of solutions to help you take the next step to stay on track.

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Investing involves risk. There is always the potential of losing money when you invest in securities.

Past performance does not guarantee future results.

Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary. This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. [For more information about these services and their differences, speak with your Merrill Advisor.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team,] are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment, insurance and annuity products:

Are Not FDIC Insured	Are Not Bank Guaranteed	May Lose Value
Are Not Deposits	Are Not Insured by Any Federal Government Agency	Are Not a Condition to Any Banking Service or Activity

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