The not-for-profit landscape is different. You may depend on donations, capital campaigns, grants, tax revenue and other sources. California Bank & Trust (CB&T) Not-for-Profit Banking Group is a one-stop shop. We’ll help you reduce the complexity, so you can continue to make a positive impact for your community.
How We Can Help
- Provide specialized financial services to your organization, whether you are in education, social services, community development, governmental services or cultural enrichment
- Keep it local, with a hands-on, responsive approach backed by solid experience
- Contribute to your success, so you can continue to improve the quality of life in your community
Expertise Counts
- Focus on NFP banking with our team of dedicated professionals
- Structure various transactions and manage the closing process effectively with our proven skill set
- Make sound credit decisions that meet your unique needs as an NFP
NFP Entities We Assist
- Education:
- Independent, faith-based and charter schools
- Public and private colleges and universities
- Foundations and endowments
- Social service and cultural arts organizations
- Affordable housing development
- Tax increment reinvestment zones, public improvement districts, management districts and municipalities, and other public sector entities
- Healthcare facilities
NFP Products
- Lines of credit to support operating needs
- Capital campaign bridge loans
- Taxable and tax-exempt financing
- Treasury management
- Commercial credit cards
- Merchant Services2 by First Data Merchant Services, LLC.
- Interest rate risk management through swaps
- Endowment and investment management
- 403(b) plan management
- Our suite of Premier Wealth Management services, including team-based expertise in Wealth Planning, Trust Services, Investment Management, and Insurance
Ready to get started?
Disclosures
- Loans subject to credit approval. Terms and conditions apply. See a banker for details.
- Merchant Services products and services are provided by First Data Merchant Services LLC dba Clover Business Solutions and not by California Bank & Trust, a division of Zions Bancorporation, N.A. Member FDIC. All trademarks, service marks and trade names referenced in this material are the property of their respective owners. Message and data fees from your mobile provider may apply.