Successful and effective fundraising requires organizational confidence to engage donors. When connecting with a new planned giving provider, a smooth transition gives the confidence to promote lifelong engagement with your donors and the growth of your planned giving program.
The key to any transition is open communication and a thoughtful plan of action. With a focus on minimizing disruption to your annuitants and income beneficiaries, your organization will be guided through the transition by an experienced, dedicated PNC Institutional Asset Management® (PNC IAM) team. This team will incorporate time-tested procedures that make the process seamless.
In the past five years, 39 organizations have successfully transferred their life income gift program assets to PNC IAM.
The timeline of each transition depends on many factors such as asset mix, reporting requirements, implementation of interfaces, current provider and individual program characteristics. Your planned giving team will take these factors into consideration, as well as the pay date, payment method and how the current database is maintained, when determining the timeline.
You can count on PNC IAM to guide you through a successful and seamless transition process with as few disruptions as possible to your annuitants and income beneficiaries.
| Review current program assets and gift information |
| Prepare a detailed transfer plan based on the format of your current information |
| Create an investment policy statement |
| Make recommendations to transfer assets in-kind or sell ahead of transfer |
| Agree upon the most efficient first-remittance date for your annuitant/beneficiary that will coincide with the official transfer of responsibilities |
| Complete transfer of asset and gift information |
| Verify and confirm received data |
| Begin remittance and reporting functions |
Nonprofit Strategy & Solutions Group
PNC’s Nonprofit Strategy & Solutions group serves as a dedicated partner committed to empowering nonprofit organizations to achieve their missions. By combining national expertise with local knowledge, we provide comprehensive education and advice on governance, philanthropy and financial sustainability—going beyond asset management to deliver actionable insights that address the most pressing challenges nonprofits face. With our deep community ties, practical nonprofit leadership experience and strong local market presence, we provide meaningful solutions that optimize resources and deliver a sustainable impact. For more information, contact the team at IAMNonprofitStrategy@pnc.com.
