BNY Mellon Wealth Management provides trust administrative review for client relationships, and trust review in those instances where we act as trustee. We can consult on gift acceptance policies and gift valuations and their potential disposition, or we can coordinate our services with external experts. As gift processor, we can assist with the calculation of gift value and beneficiary distribution amounts, prepare and distribute gift acknowledgement letters, and assist with the calculation of donors' charitable tax deductions. Our resources also include a dedicated real estate management group that can analyze potential gifts and implement gift acceptance procedures, as well as manage real estate.

Our Gift Administration and Reporting capabilities include:

• Trust or administrative review
• Gift acceptance policies
• Gift valuation and processing
• Charitable tax deductions
• Real estate management
• Closely-held business analysis
• Institutional and donor reporting