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.
KeyBank National Association is the Trustee of the KeyBank Multiple Investment Trust (the "MIT") for Employee Benefit Trusts and the KeyBank EB MaGIC® Fund. The KeyBank EB MaGIC® Fund is sub advised by Mellon Investment Corporation. Advisor receives a fee for their services. An investment in a money market fund is not insured or guaranteed by the FDIC or any other government agency. Although the money market funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in these funds.
Banking and trust products are offered by KeyBank. All credit products are subject to collateral and/or credit approval, terms, conditions, and availability and subject to change.
When considering gift planning strategies, the donor should always consult with the donor's own legal, tax and financial advisors. KeyBank does not give legal advice.
Investing involves risk, including the potential loss of money invested. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee a profit or protect against loss.
Non-Deposit products are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY