PNC Gifting PortalSM


 A donor-advised fund platform

Navigating the Complexities of Donor-Advised Funds for Nonprofits

Nonprofit organizations like yours face unpredictable markets, increased reliance on philanthropy, and complex regulatory requirements. At the same time, you are increasingly being asked to do more with less. PNC Institutional Asset Management® (PNC IAM) brings you the solutions you need to effectively manage assets, risks, and fundraising, so you can allot more of your resources to the critical work required to achieve your mission.

PNC IAM has invested in a digital platform meant to address the distinct infrastructure needs of nonprofit organizations that sponsor donor-advised funds.

PNC Gifting Portal

  • An integrated, digital platform allowing sponsors to manage their programs efficiently and with real-time reporting
  • PNC IAM provides online account opening, investment management, custody, and operational support
  • The platform provides a secure online portal that allows donors to submit transactions and access reporting

Administrative & Operational Services

  • Unitized accounting to track donors’ individual interests within the pooled accounts without the use of spreadsheets
  • Transaction processing for contributions, grants, and investment activity with real-time visibility to sponsors and donors
  • Uploading of account documents (such as welcome or gift substantiation letters) and account statements

Investment Management & Custody Services

  • Outsourced chief investment officer (OCIO) solutions provided by a dedicated investment advisor through a consultative approach
  • Custody and safekeeping of assets
  • Responsible investing solutions that help to align the portfolio with your mission and attract donors

Philanthropic Services

  • Educational resources, including webinars, market events, white papers, and more, that provide ongoing education regarding donor engagement
  • The platform enables verification of charitable status of grantee
  • Dedicated planned giving team to manage the investment and administrative needs of your planned giving program

Institutional Asset Management: By The Numbers[1]

3,861

Nonprofit Clients
 

439

PNC IAM Employees

100+

Years Serving Nonprofit Clients


More Than Just an Investment Manager


We know that nonprofit organizations need more than just investment management. As a national financial services firm, PNC Bank is able to provide a wide range of banking services through our team of Relationship Managers who are dedicated to providing financial solutions and banking services tailored specifically to nonprofit organizations of all types. Additional services offered by PNC Bank include:

Traditional commercial lending

Specialized nonprofit finance solutions

Robust treasury management platform

 

Learn more about the full suite of solutions we provide to nonprofit organizations or fill out the contact form below.

 

Endowment & Foundation National Practice Group (E&F NPG)

The E&F NPG builds on PNC Bank’s long-standing commitment to philanthropy and is focused on endowments, private and public foundations, and nonprofit organizations. Our group is structured to help these organizations address their distinct investment, distribution, and capital preservation challenges. This group helps to provide ongoing education, best practices, and actionable insights to our nonprofit clients.
 

Commitment to the Communities We Serve[1]

PNC employees receive 40 hours of annual paid time off for volunteer service
in support of early
childhood education

More than $77 million in
charitable giving and sponsorships
(in 2018)

$3.2 billion in financing that benefited low- and moderate-income families and communities
(in 2018)

$500 million commitment to PNC Grow Up Great®, our early childhood education initiative


Please see www.pnc.com/CSR for more information.

We’re Globally Recognized for Our Services:

top 20 OCIO managers award ribbon 

top 20 OCIO managers award ribbon

Contact Us

Thank you for your interest. To have a PNC Representative get in touch with you, please complete the form below.

Required fields are marked. This will enable us to route your request to the appropriate PNC representative.

Preferred Contact Method
Are you a current PNC customer or PNC customer's adviser?

Important Legal Disclosures and Information

  1. All data as of 12/31/19.

    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 uses the marketing name PNC Gifting PortalSM for platform access and sub-accounting services provided by PNC Bank in connection with donor-advised funds. 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 Institutional Asset Management” is a registered mark, and “PNC Gifting Portal” is a service mark, of The PNC Financial Services Group, Inc.

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

Read a summary of privacy rights for California residents which outlines the types of information we collect, and how and why we use that information.