Philanthropy Solutions

Philanthropy Solutions - Pershing

Donor-advised Funds

You can build deeper, stronger relationships with clients by helping them achieve their philanthropic goals. Donor-advised funds (DAF) allow clients an easy way to support the causes they care about—and leave a lasting legacy. With access to two leading philanthropic solution providers, you can choose the approach that best fits the needs of your clients and your business goals.

American Endowment Foundation

Clients contribute to American Endowment Foundation (AEF), an independent national sponsor of DAFs.

  • AEF allows advisors to manage their clients’ charitable assets with custody at Pershing.
  • Provides both donor support services and a portal that enables clients to recommend grants and view fund activity history.

BNY Mellon Charitable Gift FundSM

Clients contribute to the BNY Mellon Charitable Gift FundSM, a DAF that offers multiple investment options.

  • Various investment strategies are available through the Fund’s investment manager, BNY Mellon, N.A.
  • A fully functional online portal supports giving activities and account administration.

Featured Solutions and Resources