Investment Management for Nonprofit Organizations

The role of nonprofit organizations in our communities has assumed a new importance.

Your partnership with a sound financial organization with a proven track record of prudent investment management, fiduciary responsibility and experience in trust administration has never been more critical in securing donations.

Gift Planning Services

At City National we have a long history of working with philanthropic individuals and the organizations they support. Our experienced team of professionals is familiar with the intricacies of properly structuring a gift to maximize the tax benefits while ensuring that the donor's philanthropic desires are carried out.

Our resources include financial planners, portfolio managers skilled in structuring donor portfolios and a professional trust real estate management team. Our professionals work closely with the donor's advisors to custom-design gift programs that meet the specific needs and objectives of your supporters.

Investment Management Services

While structuring gift programs correctly is a vital part of philanthropic planning, careful management of the donated assets is equally important. Most significant donors are looking for an organization that not only facilitates their charitable gift, but also successfully oversees the donated assets. The ability to assure donors that their assets are being invested professionally can be a deciding factor in a gift decision.

City National provides a complete array of investment services, ranging from short-term cash management to long-term growth. Our approach includes a thorough analysis of your organization's and donor's financial needs and the development of a specific program to meet those needs.

Investment management is our primary business, and we fully understand the requirements of capital preservation, appreciation and enhanced returns.

Strategy That Means Success

Working together, we will devise and implement a strategy that meets the needs of your organization and your donors. We also understand that board members are rightfully concerned that strict fiduciary and accounting standards be maintained by the organization they support.

Our long experience in trust administration gives both donors and directors the confidence of knowing the records will be accurate, income payments made promptly, tax deadlines met and compliance regulations observed.

At City National:

• We can assist you in building positive long-term relationships with contributors.
• Our management of your assets and planned gifts will be a source of strength and confidence for your benefactors.
• Together, we can enhance the financial support your organization needs to achieve its mission.

City National shares your belief in, and commitment to, building a better community for everyone. Please contact us for more information on how we can help.

Getting Started

To speak with City National about our Investment Management for Nonprofit Organizations, call (800) 708-8881, or (310) 888-6302.