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Being part of a nonprofit organization is rewarding - and challenging. Today, even the most seasoned nonprofit boards and management teams face tremendous pressure to acquire and wisely manage charitable contributions.
The Charitable Services specialists in the Private Client Group can help. We customize packages of products and services to help all types of nonprofit organizations handle their day-to-day banking needs, help protect and grow their assets, and help meet donor expectations. Services are delivered efficiently through an experienced Relationship Manager - someone who understands your organization and its financial needs.
Here are just some of the ways we can help:
Maximizing the potential for planned giving
We are qualified to help you build and administer a planned giving program that meets your expectations.
Our expertise includes:
- Evaluation of different donor gifting techniques, such as charitable remainder trusts, gift annuities and charitable lead trusts1
- Help communicating tax benefits to prospective donors1
- Help establishing gift acceptance policies and procedures1
Banking services to support your organization
We deliver financial solutions that can save time, reduce pressure on staff, and allow you to take advantage of opportunities that arise.
Banking products and services tailored for nonprofit organizations include:
- Checking and money market savings accounts2
- Loans and lines of credit for capital improvements, real estate or equipment purchases3
- Online account access via Internet banking
- Treasury management and lockbox services to make collections easier
- Merchant services to help you efficiently accept donor credit card payments
Endowment management for long-term success
Through our alliances, we can provide a variety of investment choices for your endowment. Services include:
- Professional endowment management4
- Disciplined asset allocation matched to your investment objectives4
- Portfolio diversification4 for effective risk management
- State-of-the-art online reporting
- Management of specialty assets such as timber, real estate and rental properties
Tailored custody services
We customize our approach for each client organization, matching your collection, cash management and reporting needs.
We share your commitment to building strong communities, and would be honored to be part of your team.
For more information, contact the Private Client Group | 
