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.

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

Placeholder

BNY Mellon provides insights and innovative approaches to help our clients succeed. In this video, BNY Mellon segment experts Phil Falivene and Tony Portunado highlight regulatory changes and their impact.

Our Thinking

Woman Standing at cross roads

Institutional investors worldwide are increasingly turning to alternatives to boost their returns. With total global alternative assets under management hitting the US $6.91 trillion mark in 2015, BNY Mellon conducted a survey of institutional investors to determine how they are investing their allocations to the alternatives space, what their future plans are and how their needs are shaping the products managers offer.

Close up of a blue stock board

Asset owners are increasingly claiming GIPS compliance. Read this whitepaper to learn more about GIPS standards for asset owners, what's different from the requirements for investment managers, and how to become GIPS-compliant. Also, find answers to commonly asked questions.

Our Capabilities

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


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


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


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


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.

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.

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.

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.

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

Do you want to know more about BNY Mellon’s solutions for Not-for-Profits?
CONTACT
Want to share with friends in your network?