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.
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.
Common Problem Areas
Common Problem Areas
Provide statements of transaction activity, account holdings, and in multiple formats
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.
Review & Optimize Administrative Functions
Confirms responsibilities are understood — may extend to education and training
Fulfillment of payouts to annuitants according to desired method and in accordance with schedules
Policy Analysis & Investment Planning
Ongoing matching of policies with your expectations and review of investment objectives for each account.
Provide Regulatory Information
Supply key data and help prepare annual state insurance filings for gift annuity programs
Strategic Gift Consultation & Best Practices Guide
Long-term program strategy and direction for the initial transfer of gifted assets and instructions
Prepare and deliver account-specific tax information to each beneficiary or annuitant as well as the trustee
Answers to FAQs about planned giving. Learn how planned giving benefits charities and donors, how it works, and the giving options available.
3 min read
In this video, we will discuss why we still believe CGAs remain an attractive charitable vehicle for donors.
3:47 min video
In this video, we will discuss the four different planned giving strategies and explore potential financial benefits available to donors.
4:43 min video
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 ThePNC Financial Services Group, Inc.
Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.
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