« Outsourced Investment Services

 

Outsourced Nonprofit Investment Management
& Chief Investment Officer (CIO) Services

Let's invest in the success of your mission, together

PNC Institutional Asset Management invests in specialized resources, human capital, and our communities to serve endowment and foundation clients whose visions span the spectrum of the nonprofit sector.

PNC Endowment & Foundation National Practice Group (NPG)

Our dedicated NPG is part of our ongoing commitment to making investments that allow us to better serve our clients. This team reports on industry trends, regulatory changes, and sociocultural shifts. 

In addition, the NPG provides educational resources to our endowment and foundation clients to give you access to strategic insights. This team helps organizations address their varied investment, operational, distribution, and capital preservation challenges.


Invested to Serve & Enhance the Programs of Evolving Organizations

The entirety of PNC Institutional Asset Management's investment and functional teams enable us to address complex requirements of your organization and offer comprehensive, flexible services.

 

Primary Services Specialized Services
Investment Strategy & Management Discretionary Grant-Making Services*
Socially Responsible Investments Scholarship Administration*
Planned Giving Services Defined Contribution Program Services
Administrative, Processing & Sub-Accounting Services Private Foundation Management*

*These services are incidental to trustee services and not offered as stand-alone services.

 

Solutions for Expanded Requirements - Outsourced Investment Services

As a full-service discretionary asset manager, we are invested with objectivity, transparency and investment acumen to serve our clients with the highest standards of excellence.

We leverage a disciplined, repeatable investment approach that puts your portfolio at the center of objective, integrated institutional decision-making - a process designed to create portfolios that are precisely tailored to your investment objectives. Critical at every stage is continuous risk management, which starts from investment policy development and uses industry-leading technology to provide multi-level analysis of portfolios.

Invested in Creating a Vibrant, Living Legacy

Our dedication to the nonprofit sector goes beyond our services - philanthropy and volunteerism is part of our culture.



Sally McCrady, PNC Foundation president and chair, helps pre-K students with an art project at the Children's Museum of Pittsburgh

Across our firm, we work to make a difference in our communities, engaging with local organizations and supporting employees' charitable service.
Learn about our philanthropic efforts »

With this mindset, we are readily geared to provide our nonprofit clients with ideas, knowledge, honest and open dialogue to stimulate actions and ideas that make a difference in fulfilling their missions.

Our culture is built on a set of values and a commitment by our employees to always do what we know to be right by those we serve.

Bill Demchak | Chairman, President & Chief Executive Officer, The PNC Financial Services Group


Work With Us Today

For more information, please contact:

Henri Cancio-Fitzgerald
Director of Nonprofit Solutions
(704) 551-2843
henri.fitzgerald@pnc.com

You may also contact your PNC Representative or fill out a simple form and we'll get in touch with you.

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Outsourced Chief Investment Officer (OCIO) & Asset Servicing

Providing custom solutions to institutional investors for 65+ years
Learn More »


Thought Leadership & Insights

Manage Nonprofit Enterprises

Succession Planning for Nonprofit Boards & Leadership

Board composition is a crucial component of a successful nonprofit organization. The individuals who serve can enhance the charitable mission through their own efforts and contributions or severely deter progress, even diminish the reputation of the organization.

7 min read

Manage Nonprofit Enterprises

Recession-Proofing Your Nonprofit Organization

Is your nonprofit organization ready for the next recession? Here are a few best practices to help recession-proof your nonprofit.

9 min read

Manage Nonprofit Enterprises

Ten Questions Donors Should Ask a Nonprofit before Giving

Donors want to give back and make an impact but avoid oversolicitation. Here are 10 questions donors might ask your nonprofit before making a donation.

6 min read

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Important Legal Disclosures & Information

The material presented herein is of a general nature and does not constitute the provision by PNC of investment, legal, tax, or accounting advice to any person, or a recommendation to buy or sell any security or adopt any investment strategy. Opinions expressed herein are subject to change without notice. The information was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy.

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Institutional Asset Management® for the various discretionary and non-discretionary institutional investment, trustee, custody, consulting, and related services provided by PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and investment management activities conducted by PNC Capital Advisors, LLC, an SEC-registered investment adviser and wholly-owned subsidiary of PNC Bank. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act. PNC uses the marketing names Retirement 1-on-1℠ and PNC Financial Wellness Achievement Center℠ for employee education services provided by PNC Bank.

“PNC Institutional Asset Management” is a registered mark, and “Retirement 1-on-1” and “PNC Financial Wellness Achievement Center” are service marks, of The PNC Financial Services Group, Inc.

Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.

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