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A successful planned giving program enhances support for your organization's mission. Following this roadmap will put you on the right path to creating an effective team.

Click on the image below to see an infographic illustrating how to create an effective team that includes:


  • Board of Directors
  • Executive Team
  • Development Staff
  • Legal Counsel
  • Administrator


Click the link to see how you can build a team.


About BNY Mellon Wealth Management Planned Giving


BNY Mellon Wealth Management Planned Giving can help advise you on strategies to manage and grow your planned giving programs. For over 30 years, we have served nonprofit organizations with comprehensive gift management, tailored investment management solutions, and donor and organizational support. We understand the motivations of donors and the complex philanthropic and estate planning approaches used to preserve wealth while giving back to the community. Leveraging these insights and the broad resources of BNY Mellon, our clients benefit from the deep and broad resources of BNY Mellon Wealth Management, a leading wealth manager with more than two centuries of experience serving financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations


This material is provided for illustrative/educational purposes only. This material is not intended to constitute legal, tax, investment or financial advice. Effort has been made to ensure that the material presented herein is accurate at the time of publication. However, this material is not intended to be a full and exhaustive explanation of the law in any area or of all of the tax, investment or financial options available. The information discussed herein may not be applicable to or appropriate for every investor and should be used only after consultation with professionals who have reviewed your specific situation. Trademarks and logos belong to their respective owners.  BNY Mellon Wealth Management conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.


The information in this paper is as of June 2023 and is based on sources believed to be reliable but content accuracy is not guaranteed.


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