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.

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.

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.

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2020 and Beyond

A new era of transformation for buy-side leaders.

News

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NEWSROOM

PRESS RELEASE

BNY Mellon Expands Digital Ecosystem and Capabilities

BNY Mellon announced several new partnerships as it continues to execute its digital strategy to better serve clients' increasingly complex needs.

Industry Perspectives

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TRANSFORMATION

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.

UNIQUE INSIGHTS

From Trading, Financing and Liquidity to Digital Trends and Regulation.

Hear from our experts and your peers on these and other timely topics in our new content series: Aerial View. Our mission is to deliver the most useful reference materials, roadmaps and metrics for your biggest financial and investing decisions, helping you stay at the cutting edge of markets.

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.

Services


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


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


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


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

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