Non-Profits and Pensions

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.

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Exceptional non-profits deserve exceptional services. Reach out to learn how we might best serve yours.

Customized Approach

Nothing we do is preconceived or preplanned. Everything is customized to meet your needs, whatever they may be.

Unique Expertise

Our dedicated team of experts has the know-how, insight and creativity to manage and grow your program.

A Client-First Focus

We have a single goal – to understand and meet the needs of our non-profit and pension clients.

Planned Giving Services

For more than 20 years, we have served non-profit organizations with comprehensive gift management services, tailored investment management solutions, and donor and organizational support.

Endowment & Foundation Services

We have an experienced team dedicated exclusively to the needs of Endowments and Foundations.

Donor Advised Funds

We have a distinct team dedicated to the needs of donor advised fund sponsor organizations and individual donors.

Defined Benefit Plan Services

Our experienced team of defined benefit experts are dedicated to helping plan sponsors meet their pension plan objectives
98%

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

99%

of our clients choose to stay with BNY Mellon Wealth Management, giving us the highest retention rate in wealth management.2

93%

of our clients would recommend us to an organization with similar needs.1

  • 1 2017 Planned Giving Client Satisfaction Survey Results

    2 Average 2013-2017

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Exceptional institutions deserve exceptional services.

Reach out to learn how we might best serve yours.