Pooled Special Needs Trusts
Management and expertise.
For more than 30 years, our team has been there, delivering superior services to beneficiaries, clients, and their donors. See how we can help you streamline processes and enhance security, so you can devote time and resources to your mission and donor engagement.
Areas of Expertise
- Investment pools designed to meet the needs of trust beneficiaries
- Fund accounting and reporting
- Online beneficiary reporting
- Administration and fiduciary services
- Fiduciary taxes
- Electronic bill pay
- Investment management
- Beneficiary credit cards
- Management of unique assets including marketable securities, promissory notes, closely held business interests, nonmarketable securities, land contract interests, life insurance policies, fixed annuities, variable annuities, personal property, beneficial interest inherited IRA, and real estate
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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