Outsourced Nonprofit Investment Management & Chief Investment Officer (CIO) Services


Let's invest in the success
of your mission, together

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Descripción general

Nonprofit organizations like yours face unpredictable markets, increased reliance on philanthropy, and complex regulatory requirements. At the same time, you are increasingly being asked to do more with less. PNC Institutional Asset Management® (PNC IAM) brings you the ideas you need to effectively manage assets, risks, and fundraising, so you can allot more of your resources to the critical work required to achieve your mission.

PNC IAM invests in specialized resources, human capital, and technology to help nonprofit organizations solve their unique challenges.

Our services include:

Servicios de administración de inversiones

  • Outsourced chief investment officer (OCIO) solutions provided by a dedicated investment advisor through a consultative approach
  • Responsible investing, so that your investment portfolio can align with your mission
  • Customized fixed income, liquidity, and cash management solutions

Retirement/Benefit Solutions

  • 3(21) Investment Advisory and 3(38) Investment Management Solutions for defined contribution plans
  • Employee education for participant-directed plans, including financial wellness and customized education campaigns
  • Defined benefit plan investment management, custody, and trustee services

Custody And Trustee Services

  • Custody and safekeeping of assets
  • Access to I-Hub, an online tool that makes information retrieval and transactions simple
  • Subaccounting services to manage multiple pools of assets, if engaged and at an additional cost

Servicios filantrópicos

  • Dedicated planned giving team to manage the investment and administrative needs of your program
  • Servicios discrecionales de otorgamiento de subvenciones y administración de becas[1]
  • PNC Gifting Portal℠
     

PNC Gifting PortalSM

We offer our PNC Gifting Portal to nonprofit organizations with donor-advised funds. Our platform provides investment, technology, and administrative solutions, allowing sponsoring charities to focus on their mission and their donors. For more information, please check out our webpage or reach out to your PNC Representative.

 

Enterprise Investment Risk Management

Cumplir tu misión, mantener el riesgo bajo control, conservar finanzas sanas y utilizar tus activos para ayudar a lograr dichos resultados. ¿Es posible terminar todas estas tareas ante un trasfondo de cambio, incertidumbre y volatilidad?

En nuestra opinión, la respuesta es sí, mediante un enfoque analítico y empresarial. We increasingly see institutional investors implement a goals‐based analytical framework for managing their assets and liabilities en route to achieving their organizations’ objectives. In this video, we discuss how a goal‐based investment approach can help institutional investors achieve financial objectives.

For more information, please watch our video on Enterprise Investment Risk Management.

Invested in Creating a Vibrant, Living Legacy

Our dedication to the nonprofit sector goes beyond our services - philanthropy and volunteerism is part of our culture.

Across our firm, we work to make a difference in our communities, engaging with local organizations and supporting employees' charitable service.

Learn about our philanthropic efforts »

With this mindset, we are readily geared to provide our nonprofit clients with ideas, knowledge, honest and open dialogue to stimulate actions and ideas that make a difference in fulfilling their missions.


Sally McCrady, PNC Foundation president and chair, helps pre-K students with an art project at the Children's Museum of Pittsburgh
 

Endowment & Foundation National Practice Group (E&F NPG)


The E&F NPG builds on PNC Bank’s long-standing commitment to philanthropy and is focused on endowments, private and public foundations, and nonprofit organizations. Our group is structured to help these organizations address their distinct investment, distribution, and capital preservation challenges. This group helps to provide ongoing education, best practices, and actionable insights to our nonprofit clients.

Sector Specialists
Liderazgo razonado
Educación
Industry Presence

More than Just an Investment Manager


We know that nonprofit organizations need more than just investment management. As a national financial services firm, PNC Bank is able to provide a wide range of banking services through our team of Relationship Managers dedicated to providing financial solutions and banking services tailored specifically to nonprofit organizations of all types. Additional services offered by PNC Bank include:


Traditional
commercial lending



Specialized nonprofit
finance solutions


Robust treasury
management platform


Nuestra cultura se basa en un conjunto de valores y un compromiso por parte de nuestros empleados de hacer siempre lo que sabemos que es correcto para aquellos a quienes atendemos.

— Bill Demchak | Chairman, President & Chief Executive Officer, The PNC Financial Services Group


Perspectivas

Administrar activos

La donación planificada y la inversión responsable

Cómo integrar los valores con las estrategias de inversión

Lectura de 5 minutos

Administrar activos

Preguntas frecuentes sobre donaciones planificadas

Respuestas a las preguntas frecuentes sobre las donaciones planificadas. Entérate cómo las donaciones planificadas benefician a las organizaciones benéficas y a los donantes, cómo funcionan y las opciones de donación disponibles.

Lectura de 3 minutos

Administrar activos

Video: Actualización rápida sobre las donaciones planificadas: las CGA siguen siendo un instrumento atractivo

En este vídeo, hablaremos sobre por qué aún creemos que las CGA siguen siendo un instrumento benéfico atractivo para los donantes.

Video de 3:47 minutos

Hablemos

Work with us today. For more information, please contact:  


Henri Cancio-Fitzgerald


Director general de soluciones para entidades sin fines de lucro

Outsourced Chief Investment Officer (OCIO)


Providing custom solutions to institutional investors for 75+ years. Más información »

top 20 OCIO managers award ribbon    top 20 OCIO managers award ribbon

Contact PNC Institutional Asset Management

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Declaraciones y divulgaciones legales importantes

1. Estos servicios son inherentes a los servicios de fideicomisarios y no se ofrecen como servicios independientes.

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 OCIO Premier SM for outsourced chief investment officer services provided by PNC Bank.  PNC uses the marketing names Retirement 1-on-1® and PNC Financial Wellness Achievement CenterSM for employee education services provided by 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 no está registrado como asesor municipal en virtud de la Ley de Reforma de Wall Street y de Protección al Consumidor Dodd-Frank.

“PNC,” “PNC Bank,” “PNC Institutional Asset Management,” and “Retirement 1-on-1” are registered marks, and “PNC Financial Wellness Achievement Center,” “PNC Gifting Portal,” and “PNC OCIO Premier” are service marks, of The PNC Financial Services Group, Inc.

Inversiones: no aseguradas por la FDIC. Sin garantía bancaria. Pueden perder valor.

BBVA es una marca registrada de BBVA, S.A. y es usada bajo licencia.

Lee un resumen de los derechos de privacidad de los residentes de California que describe los tipos de información que recabamos, y cómo y por qué utilizamos dicha información.

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