Nonprofit Asset Management Solutions & Strategies

Give your nonprofit the means to do more brilliant work.

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Overview

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.

Accolades[1]

Pensions & Investments Ranked OCIO manager by Foundation Assets 2024 #4 PNC
Pensions & Investments 2024 Top 20 OCIO Managers PNC

Our Services Include

Investment Management Services

  • 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

Philanthropic Services

  • Dedicated planned giving team to manage the investment and administrative needs of your program
  • Discretionary grant-making and scholarship administration services[2]
  • PNC Gifting Portal®

Custody And Trustee Services

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

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?

In our view, the answer is yes, with an analytical and enterprise approach. We increasingly see institutional investors implement a goals-based analytical framework for managing their assets and liabilities en route to achieving their organizations' objectives.

Video: PNC Enterprise Financial Modeling

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.

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.

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?

In our view, the answer is yes, with an analytical and enterprise approach. We increasingly see institutional investors implement a goals-based analytical framework for managing their assets and liabilities en route to achieving their organizations' objectives. 

Sally McCrady, PNC Foundation president and chair

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

Nonprofit Strategy & Solutions Group

We understand the power of philanthropy and charitable giving, that’s why our dedicated Nonprofit & Strategy Solutions Group works with nonprofits, endowments, and public and private foundations to address their distinct investment, distribution, and capital preservation challenges. With a dedicated team by their side, our goal is to give these charitable organizations the proper resources to pursue their philanthropic visions.

Sector Specialists

Thought Leadership

Education

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

Our culture is built on a set of values and a commitment by our employees to always do what we know to be right by those we serve..

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

Ideas, Insights & Solutions

Make informed decisions and maximize your business with perspectives on leading financial issues from PNC professionals.

Gain Market Insight

PNC Healthcare 2025 Outlook: Pressures and Opportunities for the Industry

PNC Healthcare’s annual outlook examines economic, operational, and geopolitical challenges and explores potential growth opportunities in 2025.

Financial Markets

Global Market Snapshot - December 2024

The Global Market Snapshot provides a review of market drivers, economic developments and other key themes with actionable investor insights.

Client Success Stories

Case Study: Capital financing Support for BDO

PNC Support Helped BDO Establish Employee Stock Ownership Plan

Let's Talk

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

Henri Cancio-Fitzgerald Managing Director of Nonprofit Solutions

Henri Cancio-Fitzgerald

Managing Director of Nonprofit Solutions

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