Financial Management for Non-Profit OrganizationsNon-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 portfolio management from our investment subsidiaries 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
At a time that is convenient for you.Schedule