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Financial Management for Non-Profit Organizations

Non-profit organizations need comprehensive services that integrate the organization's goals for asset preservation or growth with its cash flow needs and accounting, legal, and reporting requirements.

As the leader of a mission driven organization, you understand how important financial planning is to managing near- and long-term objectives. As a client of The Private Bank, your non-profit organization can access a complete range of specialized services designed to help you achieve your goals, including:
  • Management of Funds:  Cash management, financing, and short-term investment solutions
  • Portfolio Management and Investment Services###DISCLAIMER:2_0 UBIS 2 - Investment Management and Brokerage###:  Comprehensive services available directly from The Private Bank and from our investment subsidiary, UnionBanc Investment Services, to address both long- and short-term goals
  • Philanthropic Services:  Administration of charitable and donor-advised trusts
  • Management of Unique Assets:  Including real estate; mineral, oil, and gas interests; closely held business interests; and other specialized assets
We also offer specialized solutions for business owners and corporate executives.
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