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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:
Treasury Management Services include:
For more information about how we can help with your organization’s trust and investment needs, please (800) 773-7100.
|Investment and Insurance Products:
• Are Not insured by the FDIC or any other federal government agency
• Are Not deposits of or guaranteed by a Bank or any Bank Affiliate
• May Lose Value
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.