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.

Do you want to learn more about our Planned Giving solutions?


  • Deep Knowledge
  • Investment Expertise
  • Information Reporting
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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

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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

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


Gift Annuity Asset Allocation in a Rising Interest Rate Environment

Contact Us

Do you want to know more about BNY Mellon Wealth Management solutions?

+1 866 804 5023