Non-profit clients
I have extensive experience working with non-profit clients. I have over 20+ years in a commercial banking and wealth management capacity helping non-profit boards with cashflow management, treasury management, fiduciary responsibility, board governance and portfolio construction. I work with non-profit boards to educate them on investing, how to construct an investment policy statement (with help from their counsel), social responsible investing, best practices around board governance/fund raising and understanding their fiduciary risk as good stewards of their organization. I can also help these clients obtain real estate financing, industrial development bonds, working capital, equipment financing and treasury management services offered through City National Bank.
Non-profit clients served:
- Labor organizations
- Taft Hartley Plans
- Private schools
- Foundations
- Endowments
- Non-profit hospitals
- Trade organizations
- Faith based organizations