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State of Nonprofits: 2022 Budget Forecasting

In this flash update, we share insights from a proprietary survey on how nonprofit leadership is evaluating budgets and revenues ahead of 2022.

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Charitable Remainder Trusts: Asset Allocation
Charitable remainder trusts can have unique characteristics that affect the asset allocation discussion.
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The material presented herein is of a general nature and does not constitute the provision by PNC of investment, legal, tax, or accounting advice to any person, or a recommendation to buy or sell any security or adopt any investment strategy. Opinions expressed herein are subject to change without notice. The information was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy.

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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).