Charitable Gift Services

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 of 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
• Investment capabilities with broad asset class representation

Our capabilities include

• Gift management – donor development and support to assist in attracting and growing donor relationships for your organization
• Investment management – expertise in the specialized investment needs of charitable gift programs
• Financial management – timely, efficient income distributions to donors and their beneficiaries