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.

Industry Leadership

#1 U.S. Endowments Provider

Servicing 40% of the Top 50 U.S. Endowments

Source: Money Market Directory, P&I Top 1000 Pension Plans, BNY Mellon company reports, as of 12/31/2017

“The Kresge Foundation staff is deeply grateful for the partnership approach that BNY Mellon’s Endowment and Foundation staff takes with us. We always feel like we are their number one priority.

“The team that works with us is dedicated to quality and the research team is always coming up with new ways to improve technology and processes to help us streamline our role in pursuing the Foundation’s mission.”

— Elzabeth Goldsberry, Managing Director, Investments, The Kresge Foundation

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.





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.

Diverse group of women talking


Our 2018 CSR Report

Learn how our company addresses pressing global issues, contributes to healthy economies, and supports thriving communities.


globe paperweight



BNY Mellon Announces Launch of SmartPay GlobalSM

BNY Mellon announced the launch of SmartPay GlobalSM, a foreign exchange (FX) and multi-currency service that allows seamless payments in more than 160 countries from a single U.S. or UK-domiciled account.

Industry Perspectives

light coming through stacked pipes


Digital Currencies and the Changing Market Landscape

In this three-part series, we explore the evolution of the cryptocurrency and digital asset market, investigate the regulatory framework and consider the impact on institutional investors.

female doctor speaking to female client

The U.S. Healthcare Industry from Various Perspectives

Insights on how U.S. healthcare organizations are dealing with the internal and external pressures that are changing the industry landscape.

Building windows looking up at sky

Meeting ESG Investor Needs

Making a difference and investing for the future go hand in hand for an increasing number of individual investors.

sand dunes close up

Withholding Tax Relief Gone Mad?

In January, BNY Mellon hosted a live audio webcast on tax and regulatory landscape for 2019. Rohit Narula from EY and Jonathan Waters from BNY Mellon provided the latest updates and developments in the world of tax and regulations. Sophie Wong from BNY Mellon, moderated the discussion.

areial view of marina



The Aerial View

The Aerial View delivers perceptive, reliable and succinct financial commentary, sharing unique perspectives honed by our commentators’ decades of experience in FX, fixed income and equity markets.

Earth at night from space


The Race for Assets

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

data bars on dark gridr


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.

marble ceiling supported by large marble columns

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.

Building windows looking up at sky

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 custody services.

Our Capabilities

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.


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.


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.


Capital Markets U.S.

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


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.

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.

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.

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.

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?
Want to share with friends in your network?