Planned Giving

Our Planned Giving group offers comprehensive investment management, gift management and donor support services to charitable gift programs across the country. As a leading wealth manager, we recognize the vital link between charitable institutions and the individuals who support their goals and ideals and are committed to excellence on behalf of both.

In partnership with our clients, we offer unparalleled, integrated service.


Deep Knowledge

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Our experts are armed with the latest taxation and fiduciary information

We know how to support donor development goals

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Our team understands gift asset administration and investment policies

Investment Expertise

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Our advisors help address both long-term institutional goals and current income requirements

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We consider investment options across asset classes and styles

Information Reporting

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We possess Industry-leading custody, accounting and information reporting capabilities




Global Family Philanthropy: Exploring Key Considerations for Giving Across Borders

This paper by the Council on Foundations, BNY Mellon, and Give2Asia explores the opportunities and challenges that face global families as they seek to conduct cross-border philanthropy.


Our Thinking

Bonds: 2019 Year-End Review & 2020 Outlook

The need to maintain exposure to a stable, income producing, tax-sensitive asset class with an emphasis for liquidity remains prominent as we navigate a potentially much more volatile environment.

Will the SECURE Act Impact Your Retirement Plan?

Several provisions of the Act are worth highlighting, as they could have an impact on your ability to grow assets, manage taxes and protect retirement assets.

Contact Us

Do you want to know more about BNY Mellon Wealth Management solutions?
+1 866 804 5023
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