Three Reasons Nonprofits Choose PNC OCIO Solutions

Strategic financial management is crucial to navigating the complex landscape confronting nonprofit organizations. In the face of an unpredictable market, increased reliance on philanthropy and complex regulatory requirements, we serve as a dedicated partner committed to empowering your nonprofit organization to achieve its investment objectives while controlling risks and managing costs.

Through our Outsourced Chief Investment Officer (OCIO) solution, your nonprofit organization can have greater flexibility to deploy resources toward fulfilling your mission by delegating some or all of your day-to-day investment decisions to your dedicated OCIO team. Here are three reasons to work with us:

1. Established industry experience and track record

PNC Institutional Asset Management^® (PNC IAM) has delivered tailored investment solutions for more than 75 years through a client-focused, strategic partnership that aligns investment strategies with client’s goals. As a full-service discretionary asset manager, we offer a wide range of investment advisory services aligned to your nonprofit’s unique mission and objectives.

2. Deep nonprofit expertise, tailored to your organization's needs

PNC IAM’s Nonprofit Strategy & Solutions (NPS&S) team is a dedicated specialty group comprised of nonprofit sector veterans who understand the unique challenges and opportunities faced by nonprofits and associations. With their own deep experience as board members, executives, consultants and volunteers, the NPS&S team monitors industry trends and best practices from the lens of governance, philanthropy and financial sustainability. The team’s regional presence ensures that nonprofits receive personalized, on-the-ground support backed by national best practices and innovative strategies.

3. Actionable insights

With a constant pulse on the industry, PNC IAM goes beyond asset management to deliver actionable insights, education and advice that addresses the most pressing challenges your organization may face. Through an extensive program of thought leadership and education specific to your organization’s needs, access to the NPS&S team adds value to your comprehensive OCIO solution.

Thought leadership

Offer research-driven white papers, events and timely articles on a variety of subjects such as governance, fiduciary duties and investment policy statement (IPS) discipline.

Consulting

Provide clients access to a dedicated nonprofit strategist with direct sector experience for custom engagement.

Education

Develop and deliver educational curricula, seminars and webinars tailored to our client’s CFOs, CEOs and board members on a range of topics:

Range of Educational Topics
Trends and leading practices	Succession planning
Investment committee governance	Sample policies and procedures
Revenue diversification	Purpose-aligned investing
Nonprofit advocacy	Strategic fundraising
Workplace dynamics	Planned giving
Strategic planning	Requests for proposals
Associations	Endowment fundamentals
	Grantmaking

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Our solutions can be tailored to meet your unique needs. For more information, visit pnc.com/iam.

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