Application Procedure

The Bank of America Client Foundation application is now available online. Deadlines are April 15 and September 15. Applicants will be notified of grant decisions by letter within 3 to 4 months after the deadline.

The Foundation limits its funding to organizations working in Sarasota County, Florida, and the state of Delaware.

Follow the link below to access the online grant application for this trust. Please print out the guidelines for the Bank of America Client Foundation before going into the online application. This will provide you with a reference if a question arises.


Follow the link below to return to an application in progress.


A list of Frequently Asked Questions is available.

The application is comprised of the following sections:

  1. Instructions
  2. About Your Organization
  3. Your Grant Request
  4. Monitoring & Evaluation
  5. Organization Financials
  6. Contact Information & Acknowledgement
  7. Attachments

What file formats will be accepted for attachments?
PDF, Word, or Excel are all acceptable electronic formats. Please do not send materials other than what is requested. Please note that each attachment must not exceed 25 megabytes.

What if I do not have the required attachments in electronic form?
We prefer electronic attachments. If you do not have the documents electronically, you may scan the information into a PDF file. If you do not have a scanner at your organization, you may use the services of a copy shop or a public library to scan your documents.

If you do not have documentation prepared at this time, click ‘Save and Finish Later’ to hold the application until you are ready. You cannot submit the application and send the attachments later. Applications that do not include the required attachments cannot be processed.

Online applications must be date/time stamped no later than 11:59 p.m. on the due date. We do encourage, however, that you submit your online application before the deadline date. If you find that you must mail in some of the attachments, please be sure to leave ample time for your attachments to reach us by the published deadline. All correspondence and any material that could not be attached to the online application should be clearly marked “Bank of America Client Foundation” in the address and sent to:

The Bank of America Client Foundation*
c/o Anastasia Daukas
Philanthropic Administrator
Philanthropic Solutions
U.S. Trust, Bank of America Private Wealth Management
CT2-547-05-19, 99 Founders Plaza, 5th Floor
East Hartford, CT 06108

Tel: (860) 244-4018
Fax: (860) 244-4898

* PLEASE NOTE: All correspondence should clearly identify “Bank of America Client Foundation” in the address