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Mission Advancement & Donor Strategies Solutions for Nonprofit Institutions, Endowments & Foundations

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.


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. 

Related Solutions

Sustainable and Impact Investing

Investment solutions that help promote social and environmental change. 


Board Governance & Leadership Development

Tools and strategies to help endowments and foundations demonstrate and execute sound business practices. 


Family Office

Supporting your family enterprise now and for generations to come.

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Specialty Asset Management

Diversifying your wealth with nonfinancial assets.


Thought Leadership

Current thinking, latest studies and ideas for your staff and board members.