Philanthropic Advice

Investing for nonprofits.


KeyBank has more than 150 years of philanthropic investment management experience, managing assets and gifts for the nonprofit community, and helping to streamline processes and enhance security.

Areas of Expertise

Funding

  • Planned giving and management of unique donor gifts
  • Complex asset management
  • Real estate
  • Gift acceptance with credit and debit cards

Sustainability 

  • Investing and spending policies
  • Asset allocation analysis and implementation
  • Asset liability modeling analysis
  • Customized performance reporting

Governance

  • Custom environmental, social, and governance (ESG) strategies
  • Fiduciary oversight and education
  • Board governance and donor education support
  • Grant making
  • Fund accounting
  • Master custody and trust

Latest Articles and Insights

2023 Charitable Giving Strategies – Understanding Your Donor’s Intent and Philanthropic Strategy
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.

The Biggest Incentive for Charitable Gift Annuities Ever
The Biggest Incentive for Charitable Gift Annuities Ever

The updated SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement Act) provides great motivation to think about IRAs and charitable contributions. Part of the new development is the expansion of the  type of charity that is eligible for a qualified charitable deduction (QCD). 

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 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 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

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