SOLUTIONS
Through market contractions, expansions and everything in-between, we’ve helped nonprofit organizations achieve their fiduciary and philanthropic goals through experienced foundation investment advisors and endowment management expertise.
Utilizing sophisticated investment management techniques, including fiduciary and philanthropic best practices, our team of specialists is ready to help your organization meet today’s challenges, while preparing for the future.
Strategic guidance and investment support to strengthen and scale your planning giving programs, helping nonprofits sustain long-term impact.
After taking each client’s individual objectives into account, we employ a proprietary process for both portfolio development and implementation.
We collaborate with families to shape their philanthropic vision, structuring family charitable funds and multigenerational strategies for lasting impact.
We have broad expertise serving the needs of nonprofits. Our capabilities include everything from investment management and treasury services, to planned giving and donor advised funds. We also have a deep knowledge of donor motivations, and the complex philanthropic and estate planning approaches used to preserve and grow wealth.
A proven track record backed by a heritage of excellence.
As of 3/31/26
Based on BNY Wealth's 2025 Client Satisfaction Survey
As of 2/10/25
Head of Alternative Investments Paul Vittone meets with members of his team to discuss the dynamic private assets investment landscape and opportunities they are seeing in the year ahead.
Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities.
Family offices are leaning into AI and crypto, seizing on two of the most dynamic investment themes.
With the One Big Beautiful Bill Act (OBBBA) recently signed into law, a host of tax changes are set to go into effect, impacting high net worth individuals and the wealth plans they have in place.
Explore how individuals, married couples, and ultra-wealthy estates should adapt—from simple lifetime gifting to sophisticated structures like GRATs, dynasty trusts, and valuation-discount strategies.
The investment needs of endowments and foundations are shaped by many aspects, including their mission, spending rate, and time horizon. Other influential factors include risk tolerance, liquidity needs, and taxes, which all drive decision-making as it pertains to the investment strategies they utilize to fund their mission.
Foundation or nonprofit financial advisors help in a multitude of ways, including financial resource optimization, investment and mission alignment, spending policy guidance, and financial planning and reporting. As with other advisory relationships, the advisor acts as a trusted partner, helping to maximize the impact of the organization.
An endowment is an investment fund, typically established by a nonprofit or institution to generate income. Whereas a foundation is a nonprofit organization that makes grants to carry out charitable activities. In other words, foundations may use endowments to fund their philanthropic endeavors.
Work with experienced nonprofit financial advisors to uncover strategies that align your mission.
The information on this website is for informational purposes only and does not 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. 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.
BNY Wealth conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.
Banking services and credit services, which are subject to application and credit approval, are provided by BNY Mellon, N.A., Member FDIC.
Investment products are not deposits, not FDIC insured, not bank‑guaranteed, and may lose value.
BNY Wealth will not provide products or services where those products or services are not permitted under applicable law or under firm policies. See Jurisdiction Disclosures.
© 2026 THE BANK OF NEW YORK MELLON CORPORATION
