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Strategic Philanthropy & Grantmaking

Giving with Passion and Purpose

Philanthropy is about more than making charitable contributions, it is about living according to your values and supporting what matters most to you.

Our Approach

Philanthropy offers a unique opportunity to enrich your life, establish or continue a tradition of giving, share your skills and experience and unite your family around a common purpose—all while contributing to the public good. It begins with what matters most to you.

Your advisor can bring you our broad suite of philanthropic services to help you maximize the benefit of your charitable contributions — for the causes you support, for your sense of personal fulfillment and to help ensure that your giving fits seamlessly with your other financial goals. Our approach can enable you to share your financial success with others and create a lasting legacy of giving.


Lifetime Giving Strategies

Establish a philanthropic approach based on your values, purpose, and needs.


Strategic Philanthrophy

Understand where you can achieve the most impact and learn ways to give beyond traditional grantmaking.

Foundations & Grantmaking

Access resources and support throughout all phases of the foundation life cycle — from inception to implementation to board transitions or termination.

Donor-Advised Fund

Explore how the Bank of America Charitable Gift Fund could help support your charitable giving.



Ann Limberg, head of Philanthropic & Family Office Solutions, discusses how we can help families make a positive change in the world.

Transcript of Video

3 Questions to Ask Your Advisor

  1. How can I incorporate the philanthropic causes and issues that matter to me in my portfolio?
  2. Can we look at my portfolio to identify the impact of my holdings relative to philanthropic giving factors?
  3. What investment options can you offer me to help me make an impact with my philanthropic vision?

Connect with an advisor and start a philanthropic conversation about your goals.

Give us a call at
9am - 9pm Eastern, Monday - Friday

Have questions for your financial advisor?

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Institutional Investments & Philanthropic Solutions (“Philanthropic Solutions”) 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 and fiduciary services and other banking products are provided by wholly-owned banking affiliates of BofA Corp., including Bank of America, N.A. Brokerage services may be performed by wholly-owned brokerage affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”).

Certain Bank of America Private Bank associates are registered representatives with MLPF&S and may assist you with investment products and services provided through MLPF&S and other nonbank investment affiliates. MLPF&S is a registered broker-dealer, Member SIPC, and a wholly-owned subsidiary of BofA Corp.


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