With more than 200 years of experience, we serve the complex needs of non-profit organizations and pensions across the country. Our breadth and depth of resources is unparalleled, as are our dedication to and understanding of the unique issues these institutions face.
Exceptional non-profits deserve exceptional services. Reach out to learn how we might best serve yours.
Nothing we do is preconceived or preplanned. Everything is customized to meet your needs, whatever they may be.
Our dedicated team of experts has the know-how, insight and creativity to manage and grow your program.
We have a single goal – to understand and meet the needs of our non-profit and pension clients.
of our clients said they were “more than satisfied” with our client service -- a score that makes us best-in-class amongst our peers.1
of our clients choose to stay with BNY Mellon Wealth Management, giving us the highest retention rate in wealth management.2
of our clients would refer an organization with similar needs.1
1 2016 Planned Giving Client Satisfaction Survey Results
2 As of 12/30/2016
Reach out to learn how we might best serve yours.