Tailored Investment Solutions to Support Your Organization’s Long-Term Mission
Thoughtful, effective strategies start with a deep understanding of your goals.
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.
Investment Management
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
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Learn more about the benefits of working with Bank of America Private Bank
Related Solutions
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 and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
Risk management, diversification and due diligence processes seek to mitigate, but cannot eliminate risk, nor do they imply low risk.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investing in fixed-income securities may involve certain risks, including the credit quality of individual issuers, possible prepayments, market or economic developments and yields and share price fluctuations due to changes in interest rates. When interest rates go up, bond prices typically drop, and vice versa.
Sustainable and Impact Investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
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.
Alternative investments are speculative and involve a high degree of risk.
Alternative investments are intended for qualified investors only. Alternative Investments such as derivatives, hedge funds, private equity funds, and funds of funds can result in higher return potential but also higher loss potential. Changes in economic conditions or other circumstances may adversely affect your investments. Before a client invests in alternative investments, they should consider their overall financial situation, how much money they have to invest, their need for liquidity, and their tolerance for risk.
Nonfinancial assets, such as closely-held businesses, real estate, fine art, oil, gas and mineral properties, and timber, farm and ranch land, are complex in nature and involve risks including total loss of value. Special risk considerations include natural events (for example, earthquakes or fires), complex tax considerations, and lack of liquidity. Nonfinancial assets are not in the best interest of all investors. Clients should always consult with their independent attorney, tax advisor, investment manager, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy.
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
Connect with a Private Client Advisor
Learn more about the benefits of working with Bank of America Private Bank
Related Solutions
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 and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
Sustainable and Impact Investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
Nonfinancial assets, such as closely-held businesses, real estate, fine art, oil, gas and mineral properties, and timber, farm and ranch land, are complex in nature and involve risks including total loss of value. Special risk considerations include natural events (for example, earthquakes or fires), complex tax considerations, and lack of liquidity. Nonfinancial assets are not in the best interest of all investors. Always consult with your independent attorney, tax advisor, investment manager, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy.
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.
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
Connect with a Private Client Advisor
Learn more about the benefits of working with Bank of America Private Bank
Related Solutions
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 and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
Sustainable and Impact Investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
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.
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
Related Solutions
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 and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
Sustainable and Impact Investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
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.
