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