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Endowments & Foundations Solutions

With a long history in supporting institutions, backed by insights of our Chief Investment Office, Bank of America Private Bank can help address your organization's needs and provide ongoing guidance on industry-wide best practices in mission advancement, leadership development and fiduciary review and support. 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.

 

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Investment Management

Tailored Investment Solutions to Support Your Organization’s Long-Term Mission

Thoughtful, effective strategies start with a deep understanding of your goals.

Our approach

Each nonprofit institution is unique and requires more than a single investment approach designed for any investor. At Bank of America Private Bank, we believe portfolios that incorporate multiple asset classes and multiple sources of return offer institutions the best opportunity to advance their missions and achieve their goals. Our approach is collaborative, flexible and customized to the needs and preferences of each institution.

Our personalized service is backed by our Chief Investment Office (CIO) and Bank of America's vast resources and deep level of insight into the markets. The CIO is the engine driving our investment process. You'll realize the value of the depth and breadth of this team, as we draw on their research analysis and insights to manage your portfolio.

Services

Understanding Your Organization

We begin by developing a deep understanding of your goals and objectives. We then seek to combine this insight with our portfolio construction experience to develop and actively manage institutional portfolios tailored to your organization.

Portfolio Construction and Optimization

We seek a team of excellent managers and then analyze how each manager performs in the context of existing managers in that asset class and in the portfolio overall. Using a variety of risk management techniques we select combinations of managers and structure a portfolio within an appropriate risk level for your organization.

Customized Asset Allocation

We analyze the risk and return expectations for a wide range of asset classes, from traditional assets to hedge funds, private equity funds and global investment opportunities. Where appropriate, we can incorporate nonfinancial assets such as timber, farm and ranch land, commercial real estate, and oil, gas and mineral interests.

Goal-Focused Monitoring and Review

Our quarterly client reviews include an overview of the economic and market conditions and a thorough, in-depth review of portfolio performance, based on the organization’s spending policy and investment policy statement.

Careful Selection of Managers

We identify the most compelling investment managers through our eight-factor model that evaluates each firm and its resources, methodology and investment results. This time-tested process helps ensure a consistent evaluation across the thousands of managers we consider.

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Learn more about the benefits of working with Bank of America Private Bank

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Sustainable and Impact Investing

Investment solutions that help promote social and environmental change. 

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Cash & Liquidity Management

Treasury management and fixed-income strategies to help optimize your cash flow. 

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Alternative Investments

Sophisticated solutions that can complement traditional investments and help meet your needs. 

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Specialty Asset Management

Diversifying your wealth with nonfinancial assets.

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Fixed Income

Delivering custom fixed income solutions tailored to your personal investment objectives.

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Mission 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

We can provide guidance and support for your organization’s unique vision, helping you to capitalize on opportunities with donors, prospects, community, grant recipients and stakeholders.

Our approach

As a complement to our mission-based approach to managing your investments, we offer guidance and support for executing key strategies in the areas critical to your organization's mission, such as:

  • Community development
  • Donor engagement
  • Collective impact initiatives
  • Fine-tuning your value proposition
  • Growing your endowment
  • Cultivating strong board leadership

Your Bank of America Private Bank team is​ selected based on your nonprofit's unique needs and will always include a specialist in philanthropy. We can work with your volunteer and staff leadership to tailor strategies for your specific mission and growth goals. After understanding your strategic priorities, we define areas and specific projects where our team can provide one-on-one advice, guidance, workshops, and coaching. We focus on supporting you in achieving your long-term goals for sustainability and growth while taking into consideration your philanthropic culture and communication strategy with key staff and stakeholders.

Services

Donor Development

We evaluate and offer ideas and tools to strengthen your organization’s revenue-generation strategies, community engagement objectives and donor development processes.

Planned Giving

We can evaluate your planned giving strategy and offer tactical suggestions to develop and grow your program. We can also offer robust administrative solutions to manage your Charitable Gift Annuities, Pooled Income Fund and Charitable Trusts.

Board Workshops

Develop strategies for engaging board members in active participation of mission advancement supporting them in their role as community advocates.

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Learn more about the benefits of working with Bank of America Private Bank

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Sustainable and Impact Investing

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Specialty Asset Management

Diversifying your wealth with nonfinancial assets.

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Family Office

Supporting your family enterprise now and for generations to come.

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Board Governance

Tools and Strategies to Help Endowments and Foundations Demonstrate and Execute Sound Business Practices

We equip your organization, board, and volunteers with fiduciary review and support for responsible growth.

Our approach

The experienced professionals on your advisory team have a deep understanding of the transparency and compliance issues faced by endowments and foundations in today’s environment. They can meet with your key stakeholders and participate in board meetings to understand how your organization functions and determine the best ways to assist you in achieving your goals.

As a complement to our mission-based approach to managing your organization’s investments, we offer a strong focus on governance reviews along with board and staff education and development. We will help your team adhere to compliance policies and improve efficiency while providing ongoing guidance on industrywide practices.

Services

Governance Review

We can offer an assessment of your governance policies, reviewing key components and assessing the alignment of policies and practices to help you employ effective and efficient oversight and operation.

Leadership Development and Education

Engage with your leadership team to determine opportunities for developing board and staff talent through coaching and educational workshops.

Board Development and Training

Our team can conduct board orientations and periodic review of trustees’ fiduciary, strategic and financial responsibilities. We can also help structure guided board evaluations around communication, diversity and succession planning.

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Learn more about the benefits of working with Bank of America Private Bank

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Thought Leadership

Latest studies, thinking and ideas for your staff and board members.

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Thought Leadership

Latest Studies, thinking and Ideas for your Staff and Board Members

Our insights, drawn from our deep industry knowledge and extensive work with our clients, can help you better identify, address and solve the challenges of advancing your mission.

Our approach

At Bank of America Private Bank, we recognize the importance of staying abreast of the latest trends, innovations and insights that can support your efforts to further your mission. 

Our team’s experience and insights into key issues facing endowments and foundations inform the guidance we offer our clients. As a complement to our consulting and advisory services, we offer webinars and publications examining regulatory issues, investing and, timely trends. Additionally, our proprietary research captures the latest thinking of donors, advisors, and nonprofit professionals. We encourage you to speak with your team about accessing and using our expertise. 

Connect with a Private Client Advisor

Learn more about the benefits of working with Bank of America Private Bank

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Foundations & Grantmaking

From inspiration to impact. 

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