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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.
Important Legal Disclosures and Information
The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Institutional Advisory Solutions® for discretionary investment management, trustee and other related services conducted by its subsidiary, PNC Bank, National Association (“PNC Bank”), which is a Member FDIC. Standalone custody, escrow and directed trustee services and FDIC- insured banking products and services and lending of funds are also provided through 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 does not provide services in any jurisdiction in which it is not authorized to conduct business. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Act”). Investment management and related products and services provided to a “municipal entity” or “obligated person” regarding “proceeds of municipal securities” (as such terms are defined in the Act) will be provided by PNC Capital Advisors, LLC, a wholly-owned subsidiary of PNC Bank and SEC registered investment adviser.
"PNC Institutional Advisory Solutions” is a registered service 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 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: firstname.lastname@example.org
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