BNY Mellon Wealth Management provides expert advice and communications to support our clients' donor development efforts. Our clients benefit from direct access to our experts, and our professionals are available for educational seminars and training programs on varied topics that are customized to the needs of the charitable organization, its advisors, or its donors. We also assist with donor communications including annual donor reports, articles and informational letters, and publishing support to our clients' Web sites.

We provide valuable networking assistance as well. Through our client advisory council, regional roundtable meetings, and our annual client conference, we provide forums for sharing information on industry events, trends, and the best practices employed by some of the nation's largest and most sophisticated charitable gift programs.