Planned Giving Solutions

PNC Institutional Asset Management® provides comprehensive administration and investment solutions for nonprofit organizations' planned giving programs. From a gift's initial asset receipt to the distribution of a closed gift's residuum, our planned giving professionals help you manage every post-gift aspect of your planned giving program. We provide experience in the specialized area of investment management and life-income gift administration for charitable gift annuities, charitable remainder trusts, and pooled income funds.

We have a dedicated team who is committed to helping nonprofit organizations reduce the amount of the time spent on administering a planned giving program by:

  • crafting a best practices service guide to help with the initial transfer of gifted assets and information for each gift.
  • detailing and reviewing the responsibilities and expectations for each administrative function of the planned gift program.
  • making timely and accurate payments to annuitants according to promised schedules.
  • maintaining complete records of all transactions, account income and assets as well as providing year-end accounting.
  • providing key information required by State Insurance regulators for preparation of your annual Gift Annuity program filings in regulated states.
  • developing an investment plan to help meet the specific investment objectives of each account under our care.
  • providing tax forms to annuitants and the IRS according to each accounts' requirements.


Important Legal Disclosures and 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 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 of The PNC Financial Services Group, Inc.

Important Information about Procedures for Opening a New Account

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you: When you open an account, we are required by Federal law to ask for your name, street address, date of birth (for natural persons) and other information as required to identify you. This may include a request or requests for confirmatory information such as presentation of your driver’s license and/or other document(s).

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

Let us help you create a program that fits your organization's needs. Learn how PNC Institutional Asset Management can help your nonprofit program reach new levels of donor success by contacting us by email to: