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

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