Lasting Legacies


Gain access to comprehensive gift management and investment management as well as donor and organizational support through our Planned Giving team. The team draws on the insights and broad resources of BNY Mellon, as well as its deep knowledge of what motivates donors, and complex philanthropic and estate planning approaches.

Gift Management
Comprehensive administrative services for life income vehicles, from inception to maturity, can help your organization pursue its mission.
Investment Management
Planned giving programs have access to a wide array of investment solutions across strategies and asset classes.
Donor & Organizational Support
Tackle your complex gift planning needs with access to our resources for successful strategies for program growth.
Ready to talk about what’s next?