Services for Non-Profits

Professional Guidance and Responsiveness

With the growing needs of our communities, charitable giving is more important than ever. Very few other financial institutions match City National’s level of commitment and responsiveness to philanthropic services. To meet the financial and charitable goals of donors and the non-profit organizations they support, City National offers a broad platform of trustee, administration, investment and financial services. Our goal is to enhance the financial management of non-profit organizations through professional guidance and services.

When our non-profit organization clients communicate with their benefactors, they do so with strength and confidence in the knowledge that City National is carefully managing their assets and planned gifts. By working together, we can enhance the financial support your organization needs to sustain its programs.

Supporting the success of organizations, City National can add value through:

  • Investment Management - We understand the need for preservation of assets as well as competitive performance. We offer non-profit organizations a variety of asset management services and will work as a team with your organization’s professionals and the donor’s advisors to achieve the desired results. Our investment managers provide the quality, long-term asset management that both a board of directors and their donors demand. Learn more »
  • Trust Administrative Services - Our Business Trust Services allow an organization to concentrate on accomplishing its goals rather than on time-consuming, daily administrative duties. Maintaining full compliance with all regulations, we can manage all accounting records and prepare investment reports. Other trust services include Institutional Custody and Retirement Services.
  • Depository Services and Lending Programs - Our experienced professionals provide guidance to non-profit organizations on the structure and effective management of capital. City National is the ideal size - large enough to serve all of an organization’s banking needs - yet small enough to offer the personalized service you deserve.
  • Treasury Management Services - City National offers a sophisticated set of cash management tools and services that can be customized to suit a non-profit organization. Learn more »

    Treasury Management Services include:

    • Information Reporting Services 
    • Online Funds Transfer
    • Disbursement Control
    • Lockbox and Collection Services
    • Electronic Deposit
    • Fraud Protection
  • Charitable Giving Strategies for Donors - Substantial lifetime gifting has long been an essential element of sound estate planning. That remains true regardless of exemption and gift tax levels, and especially in times of economic volatility. City National can provide ideas to structure and implement a customized, flexible and highly effective charitable giving plan from start to finish. Learn more»

Getting Started

For more information about how we can help with your organization’s trust and investment needs, please (800) 773-7100.

City National, as a matter of policy, does not give tax, accounting, regulatory or legal advice. The effectiveness of the strategies presented in this document will depend on the unique characteristics of your situation and on a number of complex factors. Rules in the areas of law, tax and accounting are subject to change and open to varying interpretations. The strategies presented in this document were not intended to be used, and cannot be used for the purpose of avoiding any tax penalties that may be imposed. The strategies were not written to support the promotion or marketing to another person any transaction or matter addressed. Before implementation, you should consult with your other advisors on the tax, accounting and legal implications of the proposed strategies based on your particular circumstances.