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.
Best Practices to Support Your Organization’s Approach to Addressing Community Needs, Data-Driven Decision Making, and Increased Competition for the Donor Dollar
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 U.S. Trust 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.
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Investment products:
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Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value |
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capacity with respect to all products or services. Fiduciary
standards or fiduciary duties do not apply, for example, when the Bank
is offering or providing credit solutions, banking, custody or
brokerage products/services or referrals to other affiliates of the Bank.
Bank of America, N.A., Member FDIC. Equal Housing Lender 
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