Nonprofit Services
Investment management services for 501c3 organizations.
A highly specialized group of professionals with extensive experience in custody, administration, investment management, tax, and fiduciary services, our team operates as a fiduciary and specializes in the management of assets and gifts for the nonprofit community.
As your investment management steward, our team will partner with you to help fulfill your organization’s mission through fundraising, sustainable investments, and best-in-class governance strategies.
We Serve Nonprofit Organizations in a Wide Array of Sectors, Including:
- Arts and cultural organizations
- Community, corporate, and private foundations
- Educational institutions
- Healthcare institutions
- Religious organizations
- Service organizations
- Social and human services organizations
- Charitable Remainder and Lead Trusts
Comprehensive Services for Nonprofits and Qualified 501(c)(3) Organizations
- Investment and spending policy refinement
- Asset allocation and manager selection
- Asset liability remodeling analysis
- Customized performance reporting
- Fund accounting
- Planned giving
- Complex asset management
- Real estate management
- Grant making
- Master custody and trust
- Fiduciary oversight and education
Latest Articles and Insights
Saving Your Future: How Good Governance Sustains Nonprofits
Nonprofits play a vital role in society, tackling critical issues from poverty and hunger to environmental protection and education. But just like any organization, they are vulnerable to mismanagement and ethical lapses. That’s where good governance plays a role in sustaining your nonprofit.
Your Nonprofit’s Financial Health: A Journey Not a Destination
Assessing a nonprofit organization's financial health involves more than having enough money to keep the lights on. It's about effectively carrying out your mission, building relationships with donors and securing the resources you need to make a lasting impact.
2023 Charitable Giving Strategies – Understanding Your Donor’s Intent and Philanthropic Strategy
For the mass affluent or even the average donor, one of the most meaningful aspects of accumulating wealth is the ability to give back in significant, influential ways.
KeyBank Institutional Advisors is the marketing name under which KeyBank National Association (KeyBank) offers investment management and fiduciary services to institutional clients.
Any opinions, projections, or recommendations contained herein are subject to change without notice, are those of the individual author(s), and may not necessarily represent the views of KeyBank or any of its subsidiaries or affiliates.
This material presented is for informational purposes only and is not intended to be an offer, recommendation, or solicitation to purchase or sell any security or product or to employ a specific investment or tax planning strategy.
KeyBank, nor its subsidiaries or affiliates, represent, warrant or guarantee that this material is accurate, complete or suitable for any purpose or any investor and it should not be used as a basis for investment or tax planning decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment. It should not be construed as individual tax, legal or financial advice.
KeyBank does not give legal advice. Banking products and services are provided by KeyBank, Member FDIC.
Investment products and services are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY