Not-for-Profits

While markets, regulations and operating expenses fluctuate, we recognize that your mission must endure. Let us support you throughout your journey.

Leverage Our Expertise and Insight to Support Your Mission

Your success supports critical goals and outcomes. Low absolute yields in traditional asset classes, changing regulations and rising costs for financing day-to-day operations — these are some of the challenges faced by endowments, foundations and not-for-profits.  We embrace the challenges and goals that your organization faces. Our solutions include comprehensive investment risk services to help you gain transparency into liquid and less liquid portfolio holdings. We have the breadth of expertise and capabilities to support your road to success.

Spotlight

02:39

LATEST

VIDEO

Invested in Endowments and Foundations

BNY Mellon is invested in servicing Endowment & Foundation clients by providing solutions to support their investment strategies and operating needs. Karolyn Ferris and Andrew Mutschler elaborate.

Your Opportunities

Manage Complexity

Manage Complexity 1

Work with our compliance experts to devise strategies and tactics for managing liquidity.

Manage Complexity 2

Get expertise to understand regulatory guidelines and best practices to refine your framework for risk management.

Manage Complexity 3

Get comprehensive administration services to help your organization achieve its investment objectives.

Position for Success

Position for Success 1

Expand your investment options with expertise from our diverse investment management boutiques.

Position for Success 2

Discuss how an outsourced Chief Information Officer option might be the right fit for your organization.

Position for Success 3

Maximize income in a low-yield environment with securities lending, liquidity solutions and more.

Mitigate Risk

Mitigate Risk 1

Move to variable cost structure without having to sacrifice oversight of business and operational risks.

Mitigate Risk 2

Get innovative technology and dedicated expertise to provide more granular risk and performance reporting.

Mitigate Risk 3

Maximize portfolio transparency and risk management through our dedicated managed account platform and plan administration capabilities in the alternative asset space.

Support Goals

Support Goals 1

Get insight and creativity to manage and grow your charitable program.

Support Goals 2

Benefit from comprehensive gift management services, tailored investment management solutions and donor and organizational support.

Support Goals 3

Get expert advice to understand the market landscape, tax strategies and more.

Streamline Operations

Streamline Operations 1

Work with our technology experts to digitize and improve your data analytics and reporting transparency.

Streamline Operations 2

Create efficiencies and learn best practices in areas important to you, including instruction processing, automated data delivery and reporting capabilities.

Streamline Operations 3

Execute, settle and trade foreign exchange with speed and accuracy.

Industry Perspectives

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LATEST RESEARCH

OCIO Providers Strive to Simplify Complex Investing

Institutions continue to seek external assistance, including the outsourcing of their investment functions to the growing ranks of OCIO providers, who must master a long list of complicated administrative, operational and IT functions.

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BNY Mellon Endowments & Foundations Study

We’ve analyzed performance and asset allocation trends across a spectrum of E&Fs, who need to balance the two-fold objectives of supporting a stable stream of income while preserving the real purchasing power of their assets in perpetuity.

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Custody - It's Time for an Upgrade

Tom Casteleyn, Global Head of Custody Product Management for BNY Mellon Asset Servicing, shares the key elements of next generation custoday services.

04:26

Leveraging Big Data to Provide New Types of Analysis

Frances Barney, managing director and Head of Global Risk Solutions for Asset Servicing  discusses BNY Mellon’s recent white paper on hedge fund allocations, Swimming Against the Tide. She also covers how we can use big data to provide new types of analysis.

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Our 2017 CSR Report

Fundamental shifts in the world’s economic, societal and environmental landscape are redefining the future. Explore our 2017 CSR Report to learn about how we are anticipating global trends, taking action to mitigate risks and capture opportunities.

Our Thinking

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LATEST

Global Public Investors and the Real Assets Market

New research from BNY Mellon and the Official Monetary and Financial Institutions Forum (OMFIF) charts the rising influence of global public investors in the real assets market.

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Infrastructure: Building on Strong Foundations

As investors seek long-term, stable yields from assets that are vital to economic growth, fund managers need to be doing far more to improve transparency and reporting.

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OUR THINKING SERIES

The Race for Assets

Allocations to alternative assets are increasing. What’s driving this shift?

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Midterm Elections: A Search for the Perfect Political Recipe

In his June 2018 Investment Update, Jeff Mortimer discusses the stock market’s anticipation of and reaction to the midterm election, whether this midterm election cycle may be unique, and how he expects markets will react based on the various outcomes.

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Powering Potential

Closing the gender gap in women's access to financial products and services could unlock $330B in annual global revenue.

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2017 U.S. Tax Reform Overview

The Tax Cuts and Jobs Act, signed into U.S. law in December 2017, represents the most significant tax reform in over 30 years.

Our Capabilities

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Investment Services

Asset Servicing


Asset Servicing

Through our global reach, expertise, breadth of services and innovative technologies, we deliver impactful strategies and knowledgeable insights that can help you make intuitive decisions at every phase of your investment process.

Services


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Investment Services

Corporate Trust


Corporate Trust

Corporate Trust is our core business and competency, and we take our commitment to remain unbiased seriously. We utilize our global footprint to deliver a full range of issuer and related investor services across a wide array of program types.

Services


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Investment Services

Treasury Services


Treasury Services

Through our customizable solutions, innovative technology and industry expertise, we are committed to delivering high-quality cash management, payment and trade solutions for your corporate and institutional global treasury needs.

Services


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BNY Mellon Markets

Capital Markets U.S.


Capital Markets U.S.

BNY Mellon Capital Markets, LLC (Capital Markets) offers securities underwriting and sales and trading for a wide range of investments.

Services


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BNY Mellon Markets

Collateral Management and Segregation


Collateral Management and Segregation

As you navigate market changes and assess the impact on your business, leverage our vision and capabilities to help you seize new opportunities.

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BNY Mellon Markets

Foreign Exchange


Foreign Exchange

BNY Mellon's global presence and foreign exchange capabilities allow you to transact in a variety of currencies in developed, emerging and frontier markets.BNY Mellon's global presence and foreign exchange capabilities allow you to transact in a variety of currencies in developed, emerging and frontier markets.

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BNY Mellon Markets

Liquidity Services


Liquidity Services

We offer a suite of products that allows you to take control of your cash and liquidity. You can leverage our mix of offerings, with different liquidity profiles, to match your cash needs. Discover our sophisticated real-time tools which can assist you in managing your liquidity and margin requirements.

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BNY Mellon Markets

Securities Finance


Securities Finance

Regulation and rapidly changing global financial markets can present challenges and opportunities as you implement investment strategies and try to comply with capital requirements.

Work with BNY Mellon as you face these challenges and opportunities. Together, we can build a flexible and efficient financing solution.

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Wealth Management

Planned Giving


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.

Contact Us

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