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Private philanthropy

Wealth Structuring

Philanthropy is about more than giving money —
it is about helping you pursue goals of great importance.

Our Approach

It begins with what matters most to you. For individuals and families seeking to establish or continue your tradition of giving, uniting your family around a common purpose or contributing your own experience in new ways, philanthropy can provide a unique opportunity to enrich your life.

At Merrill, we have helped generations of individuals and families achieve their unique charitable goals, and we continue to be at the forefront of the trends that are shaping the future of the philanthropic field.

Your private wealth advisor can help you access Bank of America’s suite of philanthropic services — to help you maximize the benefit of your charitable contributions both to the causes you support and to your personal fulfillment and financial profile. Our coordinated approach will better enable you to share your financial success with others and create a legacy of lasting impact.

Services

Lifetime giving strategies

Establish a giving strategy that is based on your purpose, values, and needs.

Family philanthropy

Bring your family together to engage in a shared activity, whether it is a small start-up project or the management of a multi-year gift.

Philanthropic advisory & foundation management services

We can help you setup and navigate the nuances that go along with creating and managing a private foundation.

Trust and donor-advised fund programs

Structure a tax-efficient trust or donor advised fund that is based on your needs. By helping you understand the differences between various charitable vehicles, we can work with you to create a successful charitable giving plan.

A private wealth advisor can help you learn more.

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Trust and fiduciary services are provided by Private Bank, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.

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.

Merrill, its affiliates, and financial advisors do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary. 

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”).  MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Merrill Private Wealth Management is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Both brokerage and investment advisory services (including financial planning) are offered by the Private Wealth Advisors through MLPF&S. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill’s obligations will differ among these services. Investments involve risk, including the possible loss of principal investment.

The banking, credit and trust services sold by the Private Wealth Advisors are offered by licensed banks and trust companies, including Bank of America, N.A., Member FDIC, and other affiliated banks.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Investment, insurance and annuity products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity

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