PNC Gifting Portal®

A donor-advised fund platform.

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Navigating the Complexities of Donor-Advised Funds for Nonprofits

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 solutions 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 has invested in a digital platform meant to address the distinct infrastructure needs of nonprofit organizations that sponsor donor-advised funds.

How the Platform Works

Video: PNC Donor Advisor Fund

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PNC Gifting Portal

  • An integrated, digital platform allowing sponsors to manage their programs efficiently and with real-time reporting
  • PNC IAM provides online account opening, investment management, custody, and operational support
  • The platform provides a secure online portal that allows donors to submit transactions and access reporting

Administrative & Operational Services

  • Unitized accounting to track donors’ individual interests within the pooled accounts without the use of spreadsheets
  • Transaction processing for contributions, grants, and investment activity with real-time visibility to sponsors and donors
  • Uploading of account documents (such as welcome or gift substantiation letters) and account statements

 

Investment Management & Custody Services

  • Outsourced chief investment officer (OCIO) solutions provided by a dedicated investment advisor through a consultative approach
  • Custody and safekeeping of assets
  • Responsible investing solutions that help to align the portfolio with your mission and attract donors

Philanthropic Services

  • Educational resources, including webinars, market events, white papers, and more, that provide ongoing education regarding donor engagement
  • The platform enables verification of charitable status of grantee
  • Dedicated planned giving team to manage the investment and administrative needs of your planned giving program

Institutional Asset Management: By The Numbers[1]

3,876

Nonprofit Clients

486

PNC IAM Employees

100+

Years Serving Nonprofit Clients

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 who are 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

Learn more about the full suite of solutions we provide to nonprofit organizations or fill out the contact form below.

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.

Commitment to the Communities We Serve[1]

The PNC Foundation works with community-based nonprofit organizations to support mutual objectives.

Philanthropic initiatives focus on early childhood education and community and economic development, including arts and culture.

Distributed $94.4mm in charitable contributions (2020)

Earned an "Outstanding" rating under Community Reinvestment Act (CRA) every year since those exams began more than 40 years ago.

Please see PNC Corporate Social Responsibility for more information.

Contact PNC Institutional Asset Management

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