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Unlocking Charitable Impact

How American donors and the nonprofit sector are driving impact and sustaining America’s communities

The Nonprofit Sector: Cornerstone of our Communities, Lives and the Economy

Nonprofits and donors are rising to meet the escalating needs of American communities through active engagement, innovation, partnership, generosity and resilience.

Bridging the Aspiration Gap: Catalyzing Charitable Intent into Impact

Unlock your giving impact with a three-part framework: start-up, scale-up, and tune-up. By embracing intentionality, scaling efforts and leveraging funding partnerships, donors can transform aspirations into meaningful change.

Strengthening Civil Society: Independent Sector’s Role in Trust, Governance and Sustainability

Nonprofits serve as anchors in our communities earning the respect, trust and financial support of Americans through their mission-driven work and measurable impact. From building best practices and amplifying the high trust the public places in these organizations, Independent Sector – a national membership association – is driving advocacy and building resiliency across the nonprofit sector.

The Investment Triple Play: Strategic Allocation, Disciplined Portfolio Management and Charitable Gain Harvesting

Bank of America's Chief Investment Office advocates for purposeful portfolios that align with client goals, adapt to market shifts and leverage favorable policy environments. Strategic charitable gain harvesting serves as a powerful tool for executing disciplined portfolio management while leveraging tax efficiency and helping donors maximize their charitable capital and impact.

Opinions are as of the date of this webcast – 8/28/2025 and are subject to change.

Sonali Patel, The Bridgespan Group, Dr. Akilah Watkins, Independent Sector and Edelman are not affiliated with Bank of America Corporation.

The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

All recommendations must be considered in the context of an individual investor’s goals, time horizon, liquidity needs and risk tolerance. Not all recommendations will be in the best interest of all investors.

Investments have varying degrees of risk. Some of the risks involved with equity securities include the possibility that the value of the stocks may fluctuate in response to events specific to the companies or markets, as well as economic, political or social events in the U.S. or abroad. Bonds are subject to interest rate, inflation and credit risks. Investments in foreign securities (including ADRs) involve special risks, including foreign currency risk and the possibility of substantial volatility due to adverse political, economic or other developments. These risks are magnified for investments made in emerging markets.

Securities indexes assume reinvestment of all distributions and interest payments. Indexes are unmanaged and do not take into account fees or expenses. It is not possible to invest directly in an index. Indexes are all based in U.S. dollars.

S&P 500 Index includes a representative sample of 500 leading companies in leading industries of the U.S. economy. Although the index focuses on the large-cap segment of the market, with approximately 75% coverage of U.S. equities, it is also an ideal proxy for the total market. 

Donor-advised fund and private foundation management are provided by 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.

Institutional Investments & Philanthropic Solutions (also referred to as “Philanthropic Solutions” or “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, fiduciary, and investment management services are provided by Bank of America, N.A., and its agents.

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