« 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.
We also offer a PNC Gifting PortalSM to nonprofit organizations with donor-advised funds. Our platform provides investment, technology, and administrative solutions, allowing sponsoring charities to focus on their mission and their donors. For more information, please check out our webpage or reach out to your PNC Representative.
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
Managing Director of Nonprofit Solutions
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.
Outsourced Chief Investment Officer (OCIO) & Asset Servicing
Providing custom solutions to institutional investors for 75+ years
Learn More »
Thought Leadership & Insights
Manage Nonprofit Enterprises
A Guide to the Donor-Advised Fund Portfolios
PNC Institutional Asset Management® developed the donor-advised fund portfolios based on a wide range of DAF investor investment goals and objectives.
12 min read
Manage Nonprofit Enterprises
Succession Planning for Nonprofit Boards & Leadership
The individuals who comprise the board can be critical to the success and future of a nonprofit organization.
7 min read
Manage Nonprofit Enterprises
Nonprofit Enterprise Management: Strategic Planning for Adverse Scenarios
Nonprofit organizations are an important pillar of the global response to adverse scenarios. Following best practices for organizational management is key to success.
2 min read
Important Legal Disclosures & Information
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.
