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Investments

2024 Capital Market Assumptions

The 2024 edition of our 10-Year Capital Market Assumptions (CMAs) offers our projections for asset class returns, volatilities and correlations over the next decade. This yearly exercise helps in shaping the design of our investors’ long-term portfolios.

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Investments

2023 Year-End Fundraising Checklist

The approach of the end of the year means end-of-year tax planning, which for many includes finalizing annual charitable contributions. This presents an opportunity for nonprofits to engage donors and help them complete their gifts by December 31.

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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.
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