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As a non-profit, 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 non-profit 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 non-profit 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 Non-profit Services include cultural, religious, arts, healthcare and educational institutions.

Our non-profit 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
Charitable Giving

Checklist: Reach Charitable Goals Using Donor-Advised Funds

Donor-advised funds are growing in popularity, and it’s easy to see why.

November 2018 Checklist: Reach Charitable Goals Using Donor-Advised Funds
Your Life

Protecting Your Legacy

Move forward with confidence by taking steps to preserve what matters.
Protecting Your Legacy
Charitable Giving

Qualified Charitable Distributions: A New Strategic Approach

A Qualified Charitable Distribution (QCD) is a transfer of funds from an Individual Retirement Account (IRA), made payable to a charitable organization.

October 2018 Qualified Charitable Distributions: A New Strategic Approach

Disclosures

Key Private Bank is part of KeyBank National Association.

Bank and trust products are provided by KeyBank National Association, Member FDIC and Equal Housing Lender.

Investment products are:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE NOT A DEPOSIT NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY

KeyBank does not give legal advice.