Planned Giving Investment & Administrative Services for Nonprofits
A specialty group dedicated to serving nonprofit organizations.
Overview
In the nonprofit arena, focus is placed on the organization’s mission and on raising the necessary funds to achieve its goals.
Further complicating management’s decision-making is the fact that successful development offices incorporate gift planning and planned giving as a means of advancing or exceeding fundraising goals, which requires additional time and the need for strong expertise in administration, compliance, investment and donor relations.
To help nonprofits address these challenges, the PNC Planned Giving Solutions Group enables nonprofit organizations to outsource the investment and back office functions of their planned giving program.
Our Service Platform Enables You To Outsource
To meet challenges of both time and resources, the PNC Planned Giving Group has cultivated its service platform to enable nonprofit organizations to outsource the investment and back office functions of their planned giving program.
The result provides nonprofits with the ability to redistribute workload while increasing comfort with the more complex gifting opportunities.
Our Focus
Specifically focusing on the three areas of administration, investments, and additional resources, our solutions are designed to address the common problem areas of our nonprofit clients:
Administration
| Common Problem Areas | Our Solutions |
|---|---|
| A single employee or small back office staff can be disrupted by a retirement, illness or departure. This disruption can result in delays of gift processing, distributions, or even 1099-R and K-1 production. | We offer a dedicated department that can be the seamless resource to help maintain the responsibilities effortlessly and without interruption. |
| Manual record keeping is labor intensive and can be impacted by human error. | We offer ongoing access to data, online and hard copy, efficiently and accurately. |
| Administration of complex gift strategies and vehicles can be stressful, time consuming and expensive. | Planned Giving administration, for multiple gifting vehicles, is conducted by experienced professionals and is cost effective. |
Investments
| Common Problem Areas | Our Solutions |
|---|---|
| Different charitable gifting vehicles require specific investment strategies that are compliant with regulations, while simultaneously meeting donor expectations; further, using the same strategy as the endowments for simplicity is not an optimal solution. | We offer experience of investment strategists combined with investment advisors who have strong backgrounds in nonprofit investment regulation. |
| Investment Committees, even with experience in investments, do not always have familiarity with individually investing planned giving programs. | Designated Planned Giving investment professionals will meet regularly with your Investment Committee to discuss strategy, performance and customized investment policy statement structure. |
Comprehensive Investment & Administrative Solutions
Our consultative services and support include:
Account Reporting
Provide statements of transaction activity, account holdings, and in multiple formats.
Policy Analysis & Investment Planning
Ongoing matching of policies with your expectations and review of investment objectives for each account.
PNC Gifting Portal®
Our solution provides a digital platform meant to address the distinct investment, administrative, and infrastructure needs of nonprofit organizations that sponsor donor-advised funds.
Provide Regulatory Information
Supply key data and help prepare annual state insurance filings for gift annuity programs.
Review & Optimize Administrative Functions
Confirms responsibilities are understood — may extend to education and training.
Strategic Gift Consultation & Best Practices Guide
Long-term program strategy and direction for the initial transfer of gifted assets and instructions.
Payment Execution
Fulfillment of payouts to annuitants according to desired method and in accordance with schedules.
Tax Reporting
Prepare and deliver account-specific tax information to each beneficiary or annuitant as well as the trustee.
Ideas, Insights & Solutions
Make informed decisions and maximize your business with perspectives on leading financial issues from PNC professionals.
Manage Assets
Why Transition Matters When Selecting a Planned Giving Provider
An important consideration when choosing a new planned giving provider is the transition process. The transition must be timely and accurate, while maintaining the promises that charities make to donors.
Manage Assets
Planned Giving Flash Update
Review updates for Qualified Charitable Distributions (QCD) to create Charitable Gift Annuities (CGA) & Charitable Remainder Trusts (CRT) & benefits of CGA rates.
Manage Assets
Evaluating Charitable Giving Annuity (CGA) Program Success
Understanding the many intertwined factors contributing to a program’s performance can help measure its effectiveness.
Related Resources
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