Overview

With BNY Mellon, your charitable gifts not only serve recipients well, but also remained aligned with your strategic, philanthropic and financial goals. Whether you need to develop gift-giving strategies, create a foundation or endowment, or receive overall philanthropy guidance, we can deliver the right level of expertise. In all instances, our goal is to maximize your tax efficiencies and protect your wealth while you generously share it with others.

Ready to develop your wealth management strategy? Let’s chat.

Planning, Advice and Administration

Charitable Trusts

Donor Advised Funds

Private Foundations

  • Planning, Advice and Administration

    Design, implement and administer a customized strategy that meets to your long-term charitable goals with the help of our experts.

  • Charitable Trusts

    We help you select a flexible and effective strategy for meeting your philanthropic goals while providing income and estate benefits.

  • Donor Advised Funds

    We provide you with the ability to simplify giving to best suit your short and long-term goals and optimize your impact.

  • Private Foundations

    We can help you set up a foundation that reinforces your family values for generations to come.

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Continuing The Legacy: Succession Planning For Family Foundations

Just like families plan for wealth transitions, foundations also require a well-thought-out succession plan. Here are five key considerations for families to ensure the legacy of their foundation.

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A Paradigm Shift Is Underway: Is Your Nonprofit Fully Mission Aligned?

Many historical events have helped shape philanthropy and the evolution of impact investing. We present a five-point process for nonprofits to transition to full mission alignment.

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