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Non Profit Trust & Investment Management Services

Drawing on a tradition of excellence, personalized service, discretion, and respected investment guidance, Union Bank and its subsidiaries, UnionBanc Investment Services###DISCLAIMER:2_0 Investments 2### and HighMark® Capital Management,###DISCLAIMER:2_0 HighMark-SEC### are skilled at helping nonprofits manage their funds with trust and investment services.

Your commitment to the communities and individuals you serve is highly respected. To help you grow your donations, we provide options for both shorter and longer term investments.

Banking and Investment Services

Shorter term investment options are available through Union Bank:###DISCLAIMER:2_0 Deposit Products###
  • Interest checking
  • Money market accounts
  • Time deposits
  • Sweep accounts tied to your deposit accounts###DISCLAIMER:2_0 Overnight Deposits###,###DISCLAIMER:2_0 Money Swept###
  • Government agency instruments
Longer term investment options are available through HighMark Capital Management###DISCLAIMER:2_0 HighMark-SEC### and UnionBanc Investment Services###DISCLAIMER:2_0 Investments 2###:
  • Investment management to help you choose distinct investment strategies and enjoy a personalized approach to investing
  • Liquidity management to effectively manage short-term portfolios for cash-flow needs
  • Investment risk management to help you balance investment risk

Trust Services###DISCLAIMER:2_0 Estate Planning### for Nonprofits

From our single-source custody solution to our administration solutions for managing debt transactions, Union Bank can provide for your trust and custody needs:
  • Corporate trust services
  • Institutional custody services

Trust Services###DISCLAIMER:2_0 Estate Planning### for Donors and Board Members

The generosity of donors and the dedication of board members are valuable assets to nonprofits. In addition to trust services for nonprofits, Union Bank can also provide personal plans for donors and board members.###DISCLAIMER:2_0 Estate Planning### Our wealth management services specialists can help your donors and board members build a personal legacy with a:
  • Charitable trust
  • Foundation or endowment
  • Scholarship
Other personal plan services include:
  • Trust administration
  • Comprehensive management of specialty assets, including residential, commercial, and industrial real estate and other assets
  • Estate settlement services
tcm:9-41791 To learn more about our services for nonprofits, call 1-213-236-6882.