NonProfit Services

Key Private Bank NonProfit Services offers leaders at nonprofit agencies and organizations a dedicated team focused on the charitable market and provides a variety of trust, administrative and investment management services. We work with our clients to develop the most appropriate investment strategy to meet the particular needs of their mission. Our strategy employs an open architecture approach, which offers a diverse selection of investments, including equities, fixed-income securities, separately managed accounts and mutual funds. We understand your unique position in the marketplace and work to serve you and the community at large.

We are committed to offering the highest quality administrative services and sound investment advice to the nonprofit community. We serve a wide variety of nonprofit portfolios, including corporate foundations, family and community foundations, endowments, charitable trusts and sophisticated planned giving programs. Our clients include cultural organizations, as well as religious, arts, health care and educational institutions.

Our Team's Commitment to You

We begin every relationship in the same way we hope to maintain it - with flexibility, responsiveness to your needs and a skillful approach to solving problems. A dedicated team of NonProfit specialists will work with you to establish lines of communication and make the transition to working with us as effortless as possible.

Services

Our clients at nonprofit agencies and organizations can take advantage of the following services:

  • Investment Management Services
  • Planned Giving & Charitable Trust Administration
  • Comprehensive Customized Administration and Reporting
  • Integrated Commercial Banking Services
  • Custodial Services
  • Specialized Administrative Services