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Strategic Philanthropy and Grantmaking

Giving with Passion and Purpose

Philanthropy offers a unique opportunity to enrich your life, establish or continue a tradition of giving, share your skills and experience and unite your family around a common purpose. It begins with what matters mostto you. 


We help generations of individuals and families achieve their unique charitable goals, and continue to be at the forefront of the trends that are shaping the future of philanthropy.


Your advisor can help you access Bank of America’s broad suite of philanthropic services to help you maximize the benefit of your charitable contributions — for the causes you support, for your sense of personal fulfillment and to help ensure that your giving fits seamlessly with your other financial goals. This approach can enable you to share your financial success with others and create a legacy of lasting impact.


Lifetime Giving Strategies

Establish a philanthropic approach based on your values, purpose, and needs.




Foundations & Grantmaking

Access resources and support throughout all phases of the foundation life cycle — from inception to implementation to board transitions or termination.




Strategic Philanthropy

Understand where you can achieve the most impact and learn ways to give beyond traditional grantmaking.




Donor-advised fund 

Structure a tax-efficient trust or donor advised fund that is based on your needs. By helping you understand the differences between various charitable vehicles, we can work with you to create a successful charitable giving plan.


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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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