WHO WE SERVE

Serving charitable gift programs and their donors.

With centuries of experience, we have a unique understanding of the relationship between charitable organizations and their benefactors.

Our Planned Giving group offers comprehensive investment management, gift management and donor support services. We deliver complete support to planned giving programs of elite colleges and universities, and religious, medical, cultural and social service organizations across the country.

We understand that each organization has their own unique needs and goals, and we work in concert with you to deliver tailored solutions through our dedicated team. These services include:

  • Specialized insight and support for gift asset administration and investment policies
  • Deep fiduciary and taxation knowledge
  • Industry-leading custody, accounting and information reporting capabilities
  • Asset allocation expertise in addressing both long-term institutional goals and current income requirements
  • Investment excellence across asset classes and styles
  • Expertise in supporting donor development goals

Our Planned Giving team shares a common purpose to help you and your institution reach your planned giving goals. And our clients have demonstrated an appreciation for our approach with 98% of respondents stating they would refer BNY Mellon Planned Giving to an organization with similar planned giving needs1.

Our team participates at events and conferences across the country, and publishes perspectives on many aspects of Planned Giving. Below is a sampling of the thinking our clients receive:


To find out how we can help you make the most of your planned giving program, please
Contact Us.

1
Based on BNY Mellon Wealth Management's most recent Charitable Solutions Client Satisfaction Survey
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