Outsourced Nonprofit Investment Management & Chief Investment Officer (CIO) Services
Let's invest in the success
of your mission, together
Overview
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 ideas 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 invests in specialized resources, human capital, and technology to help nonprofit organizations solve their unique challenges.
Our services include:
Investment Management Services
- Outsourced chief investment officer (OCIO) solutions provided by a dedicated investment advisor through a consultative approach
- Responsible investing, so that your investment portfolio can align with your mission
- Customized fixed income, liquidity, and cash management solutions
Retirement/Benefit Solutions
- 3(21) Investment Advisory and 3(38) Investment Management Solutions for defined contribution plans
- Employee education for participant-directed plans, including financial wellness and customized education campaigns
- Defined benefit plan investment management, custody, and trustee services
- Custody and safekeeping of assets
- Access to I-Hub, an online tool that makes information retrieval and transactions simple
- Subaccounting services to manage multiple pools of assets, if engaged and at an additional cost
Philanthropic Services
- Dedicated planned giving team to manage the investment and administrative needs of your program
- Discretionary grant-making and scholarship administration services[1]
- PNC Gifting Portal℠
PNC Gifting PortalSM
We offer our PNC Gifting Portal 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.
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.
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.
Sally McCrady, PNC Foundation president and chair, helps pre-K students with an art project at the Children's Museum of Pittsburgh
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.
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 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
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
Insights
Manage Assets
Planned Giving: Outsourcing Investments and Administration, Focusing on the Relationship
In the nonprofit arena, focus is placed on the organization’s mission and on raising the necessary funds to achieve its goals.
3 min read
Manage Assets
Assembling a Robust Investment Policy Statement for Endowments and Foundations
Having a well-drafted Investment Policy Statement gives organizations the discipline to face the uncertainties of challenging investment environments.
17 min read
Manage Assets
How to Help Cultivate a Successful Planned Giving Program
The planned giving program landscape is made up of an extraordinary variety of missions, sizes and philosophies. While there are no cookie-cutter answers to success, well-run programs do share numerous common elements.
8 min read
Let's Talk
Work with us today. For more information, please contact:
Outsourced Chief Investment Officer (OCIO)
Providing custom solutions to institutional investors for 75+ years. Learn More »
Important Legal Disclosures & Information
1. These services are incidental to trustee services and not offered as stand-alone services.
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 OCIO Premier SM for outsourced chief investment officer services provided by PNC Bank. PNC uses the marketing names Retirement 1-on-1® and PNC Financial Wellness Achievement CenterSM for employee education services provided by 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,” “PNC Bank,” “PNC Institutional Asset Management,” and “Retirement 1-on-1” are registered marks, and “PNC Financial Wellness Achievement Center,” “PNC Gifting Portal,” and “PNC OCIO Premier” are service marks, of The PNC Financial Services Group, Inc.
Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.
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