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.
Latest Studies, thinking and Ideas for your Staff and Board Members
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.
Related Solutions
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 wholly owned banking affiliates of BofA Corp., including Bank of America, N.A. and its agents.
Related Insights
Investing involves risk. There is always the potential of losing money when you invest in securities.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Credit and collateral subject to approval. Terms and conditions apply. Programs, rates, terms and conditions subject to change without notice.
Bank of America Private Bank is 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 and other banking products are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A. and its agents.
Investment products:
| Are Not FDIC Insured |
Are Not Bank Guaranteed |
May Lose Value |
Bank of America, N.A., and U.S. Trust Company of Delaware (collectively the “Bank”) do not serve in a fiduciary 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 
4663352-EXP-2023-04-07
