As one of the largest providers of personal trust services in the country and an industry leading institutional investment manager and custodian, BNY Mellon Wealth Management has a unique understanding of the relationship between charitable organizations and their benefactors.

Through our Charitable Gift Services group we offer comprehensive administrative and investment management services to planned giving programs across the country. Our clients include colleges and universities, private schools, cultural institutions, and healthcare and social service organizations.

Working in partnership with charitable institutions, we offer unparalleled, integrated service distinguished by: 

• Understanding donor needs and expectations
• Premier trust, custody and technology capabilities
• Timely, accurate record keeping and reporting
• Tax and legal expertise
• Insight and support for gift asset administration and investment policies
• Resources to assist in donor development
• Asset allocation expertise which recognizes the critical importance of supporting long-term institutional goals while providing acceptable current income levels
• Disciplined investment processes
• Superior investment products with broad asset class representation

For more information on our Charitable Gift services, please contact us»