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.

Benefits

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

Latest

Latest

NEWS

Jeff Mortimer on CNBC’s Squawk on the Street

Wealth Management’s Jeff Mortimer discusses the recent resilience of the market. Have we shifted in sentiment?

Leo Grohowski Visits Bloomberg

How much are the markets paying attention? On BNN Bloomberg, Wealth Management’s Leo Grohowski discusses his outlook for the markets when taking volatility and recent fed remarks into consideration.

VIEW ALL WEALTH MANAGEMENT PRESS RELEASES

Our Thinking

Preparing Your Children for Their Inheritance

Many wealthy parents worry about how best to prepare their children for their inheritance. With the right help, it's possible to foster financial maturity without creating a sense of entitlement.

Strategies for Maximizing Your Social Security Benefit

For married couples and divorced individuals, there are many factors and potential strategies to consider.

Contact Us

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