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Non Profit Financial Services

From seasonal cash flow cycles to fund-raising complexities and maintaining your investment portfolio,###DISCLAIMER:2_0 Investments 2### our nonprofit team, led by a dedicated relationship manager, will address your specific needs and provide tailored services, including:
  • Remote deposit -- deposit checks from your desk, anywhere in the United States
  • Lockbox -- speed collections while maintaining minimal staffing levels
  • Electronic receivable services -- provide more-convenient payment options for your donors along with streamlined collection and clearing for you
  • Web-based donations or fee payments -- streamline donation collecting through direct account debit or credit card
  • Payee Positive Pay -- safeguard funds and reduce fraud with early detection of unauthorized disbursements
  • Financing options###DISCLAIMER:2_0 Financing and Leasing### -- find solutions that can meet your current goals and long-range vision
You may also benefit from our Financial Center, which is a secure gateway to services at Union Bank where you can access information to streamline operations and optimize cash flow. The Financial Center is available day and night, seven days a week.

Whether your nonprofit is in its inception, growing rapidly, or generating over $5 million in revenue per year, Union Bank has specialized products and services to maximize control and manage costs as your organization evolves.

Nonprofits Generating Less Than $5 Million in Annual Revenue

To keep pace with the demands of your growing organization, we provide financing options,###DISCLAIMER:2_0 Financing and Leasing### treasury management services, and more.

You will also experience superior customer support, fast and secure processing for your credit and debit card transactions to increase donation acceptance capabilities, equipment leasing options,###DISCLAIMER:2_0 Financing and Leasing### and a simple and cost-effective payroll program.

Our team of nonprofit experts is here to help you manage your working capital and cash flow more efficiently and conveniently.

Products and Services for Any Size Organization

Accurate, efficient banking and investment services are critical to the success of your nonprofit. Through our dedication to charitable causes and nonprofit organizations, Union Bank and its subsidiaries, HighMark Capital Management and UnionBanc Investment Services###DISCLAIMER:2_0 Investments 2###, understand the unique needs of your industry. Our knowledgeable teams can help you operate more efficiently and give you more time to run your organization.

Product / Service Benefit
Dedicated nonprofit customer service team and relationship managers Outstanding customer service
FDIC-insured accounts, including tiered-interest checking, money market, savings, and certificates of deposit###DISCLAIMER:2_0 Deposit Accounts### A safe place to keep your funds while accruing interest
Flexible lines of credit, term loans, leases, and tax-exempt lending###DISCLAIMER:2_0 Financing and Leasing### Credit to free up working capital
Merchant services, corporate cards, and purchasing cards One-stop card solutions
Retirement plans and employee banking packages Employee banking plans to attract and retain quality employees
Payroll services Direct deposit with accounts free of the regular monthly service charge for employees
Online bank statements Fast access to bank statements with export account reconcilement feature and images of transactions
Sweep accounts Invest excess funds or pay down debt to optimize cash resources
Remote deposit Convenient deposit processing from your desk to your Union Bank account from anywhere in the United States
Cash vault, web-based collections, lockbox, and other electronic collections using Automated Clearing House Maximize control of your cash orders and deposits
Web-initiated wire transfers Flexible and secure wire services with immediate notification of incoming wires
Check imaging services Easy access to paid checks, deposit tickets, and associated checks online or from a CD
Positive Pay for check fraud and Electronic Payment Authorization and Universal Payment Identification Code for ACH fraud Fraud protection services for your financial security
Trust and investment services###DISCLAIMER:2_0 Investments 2### Institutional custody and corporate trust solutions from Union Bank and investment management strategy options and brokerage services from HighMark Capital Management and UnionBanc Investment Services to help you administer and manage your portfolio

tcm:9-57506 To learn more about our services for nonprofits, call us today:

Industry Manager
Randy Browning
Senior Vice President
1-925-947-3094

Northern California/Central Valley
Randy Browning 
Senior Vice President 
1-925-947-3094 

Los Angeles & Santa Barbara County
Patricia Lott
Vice President
1-213-236-6882

Orange County, Inland Empire and San Diego
Brina Christopher
Vice President
1-949-553-6862

Pacific Northwest
Matthew Norman
Vice President
1-206-587-3622