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.
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Latest Articles and Insights
Beyond the Market: Tailoring Benchmarks to Meet Your Foundation’s Goals
Unlike for-profit entities, foundations manage their investment portfolios with a distinct mission in mind – generating returns that support their charitable endeavors.
2025 Charitable Giving Strategies – Understanding Your Donor’s Intent and Philanthropic Strategy
For the affluent or even many average donors, one of the most meaningful aspects of accumulating wealth is the ability to give back in significant, influential ways. Families and individuals donate for a whole host of reasons, and taking advantage of tax breaks is low on the list of motivations. Still, tax benefits are an important secondary consideration when giving, one that requires a closer look.
Optimizing Investment Selection for Foundations: A Look Beyond Underlying Manager Fees
For foundation investment committees, selecting the right investment managers is paramount to achieving their financial objectives and maximizing their charitable missions. While fees are a consideration, prioritizing solely on underlying manager fees can be detrimental. This paper explores why a comprehensive approach that prioritizes value over cost is essential for foundation investment committees.
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).
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