As a nonprofit, you occupy a unique position in the marketplace – and your investment strategies should be unique as well. Key Private Bank NonProfit Services offers leaders at nonprofit agencies and organizations a dedicated team focused on the charitable market. We will work with you to develop the appropriate investment and banking strategies to meet the precise needs of your mission.
Key Private Bank employs an open-architecture approach to nonprofit financial planning and investment strategies, offering equities, fixed-income securities, separately managed accounts and mutual funds. We also provide access to the full breadth of KeyBank services, from lines of credit secured by an investment account, to a bond offering or merchant services.
Additionally, we serve a wide variety of nonprofit portfolios, including corporate foundations, family and community foundations, endowments, charitable trusts and sophisticated planned giving programs. Our flexible, responsive, skilled approach works to serve you and the community at large. We’re committed to meeting the unique needs of nonprofits as businesses and important community partners. Current clients of Key Private Bank Nonprofit Services include cultural, religious, arts, healthcare and educational institutions.
Our Nonprofit Clients Take Advantage of the Following Services:
- Investment Management Services
- Convenient Deposit Services
- Planned Giving and Charitable Trust Administration
- Comprehensive Customized Administration and Reporting
- Integrated Commercial Banking Services
- Custodial Trust Accounts and Services
- Specialized Administrative Services
Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors and Key Private Client are marketing names for KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA).
Banking products and services are provided by KeyBank, Member FDIC. Trust and certain custody and investment management products are provided by KeyBank, a national bank with fiduciary powers. KeyBank is an Equal Housing Lender. All loans provided by KeyBank are subject to underwriting, credit, and collateral approval, in addition to origination or other transaction fees. Financing availability may vary by state. Restrictions may apply NMLS ID 399797.
KeyBank and its affiliates do not provide tax or legal advice. Individuals should consult their personal tax advisor or attorney before making any tax-related investment decisions.
Investing involves risk, including potential loss of principal amount invested. There is no guarantee that investment objectives will be achieved. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee returns or protect against losses.
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
