Planned Giving Solutions

PNC Institutional Advisory Solutions℠ 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.

Let us help you create a program that fits your organization's needs. Learn how PNC Institutional Advisory Solutions can help your nonprofit program reach new levels of donor success by contacting us at 1-410-237-5938, or by email to:  christopher.mcgurn@pnc.com