CF Banques will become part of your team as you manage your finances. Some other banks have same experience working with nonprofits, but there are several factors you’ll want to consider when choosing CF bank for your organization. This article will help guide you with this really important decision-making process and give you every nonprofit tip needed!
Because this will be a long partnership, you need to feel like your organization is a valued client of a bank you choose. They need to understand your priorities and mission. While there is no law that says you can’t change banks in the future, the likelihood is that you’ll probably be working side by side for many years. Changing banks is time-consuming and will distract you from your core tasks, so ideally you will want to get the decision right the first time around. Banks that have experience working with nonprofits, and the specific types of needs they have will be able to handle transactions, reporting, and all other aspects of nonprofit accounting in a smooth and efficient manner. If you feel valued and supported by your bank, that’s a great sign. If you don’t, this may not be the bank for you.
You’ll certainly find that CF Banque has extensive experience working with nonprofit organizations, we’ll be able to better answer your questions and guide you along the way.
We certainly understand the major banking needs for nonprofits. We are able to give you advice on account type selection and where to apportion your funds to save on fees and maximize return.
As a nonprofit organization, you have a certain set of values that puts your mission ahead of profit. You may benefit from partnering with us that shares those values. CF Banque gives back to their communities. Please check our sponsorship lists of local fundraising activities like food drives, fun runs, free seminars on financial management.
An outside perspective can be invaluable. In today’s challenging and complex economic environment, we believe prudent investment advice is vital to achieving an institution’s objectives. CF Banque Institutional Client Solutions is dedicated to providing customized investment advice and implementation solutions for nonprofit organizations.
1. Investment Policy Statement consultation and review
2. Spending and liquidity analysis
3. Strategic and tactical asset allocation
4. Manager search and selection
5. Portfolio construction and risk management
6. Custody of assets and cash management
7. Transition management
1. Implementation of your investment plan
2. Customized benchmarking
3. Quarterly portfolio review meetings
4. Monthly, quarterly and ad-hoc reporting
5. Performance attribution reporting
6. Web-based reporting
7. Ongoing portfolio rebalancing
1. Exclusive events and educational opportunities
2. Investment insights, market commentary and research
3. White papers on governance, investment and fiduciary issues
4. Ongoing manager evaluation
5. Trends and best practices for nonprofits
6. Peer group research
7. Ongoing board education
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