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


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

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Descripción general

Las organizaciones sin fines de lucro como la tuya se enfrentan a mercados impredecibles, una mayor dependencia de la filantropía y requerimientos regulatorios complejos. Al mismo tiempo, cada vez es más frecuente que se te pida que hagas más con menos recursos. 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

Servicios de custodia y fideicomisario

  • Custodia y resguardo de activos
  • 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 Portal®

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 Financial Modeling

Fulfilling your mission, keeping risk in check, maintaining healthy financials, and using your assets to help achieve these outcomes-is completing all these tasks possible against a backdrop of change, uncertainty, and volatility?

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. 

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
 

Grupo de práctica nacional de dotaciones y fundaciones (E&F NPG)


El E&F NPG se basa en el compromiso de larga data de PNC Bank con la filantropía y se centra en las dotaciones, las fundaciones privadas y públicas y las organizaciones sin fines de lucro. Nuestro grupo está estructurado para ayudar a estas organizaciones a enfrentar sus distintos desafíos de inversión, distribución y preservación de capital. Este grupo ayuda a proporcionar educación continua, mejores prácticas y perspectivas prácticas para nuestros clientes sin fines de lucro.

Sector Specialists
Liderazgo razonado
Educación
Industry Presence

Más que solo un administrador de inversiones


Sabemos que las organizaciones sin fines de lucro necesitan más que solo administración de inversiones. 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. Los servicios adicionales ofrecidos por PNC Bank incluyen:


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

Estrategias de donaciones combinadas: Impacto sobre las misiones benéficas

En este artículo, hablaremos de cómo las estrategias de donaciones combinadas influyen en las misiones benéficas hoy, mañana y en el futuro.

1 minuto de lectura

Administrar activos

Ley para Acelerar las Iniciativas Benéficas (Accelerating Charitable Efforts Act, ACE)

En este documento, respondemos a las preguntas relacionadas con la Ley ACE y el impacto que esta podría tener en las donaciones a entidades benéficas.

Lectura de 11 minutos

Administrar activos

Cómo prepararse para las mega donaciones

En este artículo, analizamos cómo el aumento de la riqueza y la desigualdad económica impactan las decisiones financieras hechas a través de mega donaciones.

Lectura de 5 minutos

Hablemos

Work with us today. Para obtener más información, comunícate con:  


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 »

premio a los 20 principales gerentes OCIO   premio a los 20 principales gerentes OCIO

Comunícate con PNC Institutional Asset Management

Please complete and submit the form below and a PNC representative will be in touch with you shortly.

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Método de contacto preferido
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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 Portal® for platform access and sub-accounting services provided by PNC Bank in connection with donor-advised funds. PNC no proporciona asesoría legal, fiscal ni contable, a menos que, con respecto a la asesoría fiscal, PNC Bank haya firmado un acuerdo de servicios fiscales por escrito. 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,” “PNC Gifting Portal,” and “Retirement 1-on-1,” are registered marks of The PNC Financial Services Group, Inc.

“PNC Financial Wellness Achievement Center” 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.

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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