BNY Mellon Wealth Management
National Director, Donor Advised Fund Services
201 Washington Street
Boston, MA 02108
Boston, MA 02108
Carlos Byrne is the national director of donor advised fund services for BNY Mellon Wealth Management. In this role, he manages the team responsible for the oversight, investment management and administration of the BNY Mellon Charitable Gift Fund, a donor advised fund established in 2013. Carlos also provides expertise in support of institutional clients’ donor advised funds and the Gift Fund’s private label donor advised fund program. Carlos joined BNY Mellon in 1997 and previously served as a director of relationship management in the planned giving services group. Carlos received a bachelor’s degree from Cornell University, a master’s degree from Baruch College (CUNY), and is a Chartered Advisor in Philanthropy®. He is currently a Board member of the National Association of Charitable Gift Planners (formerly PPP). He is also a member of the Planned Giving Group of New England and has served on their Executive Board.
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Title of Presentation 1
Donor Advised Funds: Beauty is in the Eye of the Donor
Donor Advised Funds or DAFs have become one of the most popular vehicles utilized for philanthropic giving. Why is this occurring, and how can charities benefit from this mega-trend? This session will explore those questions through: an overview of how DAFs work, examining some creative ways that DAFs are being used by donors, and outlining potential strategies for professional advisors, gift planners and their organizations.
Presentation Topic Areas
To be determined with Council
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