Banking for Nonprofits

09/29/2022 10:00 AM - 11:30 AM PT

Admission

  • Free

Location

San Luis Obispo, CA

Summary

Understanding banking products and services for nonprofit organizations.

Description

Held in person Limited to 10 participants
New date!
September 29, 2022

Feel empowered to attain a stress-free and fruitful relationship with your bank.  In this 90-minute session, hear from a team of banking professionals on topics including:

  • Deposit products designed for nonprofits
  • Opening accounts and establishing a relationship
  • How to have zero or free banking services
  • Financing available to nonprofits
    • Lines of credit, commercial real estate, and equipment financing
    • What does the bank look for when financing non-profits vs. for-profit businesses?


Who should attend?

  • Larger nonprofit? CEO, CFO, COO
  • Smaller nonprofits? Board president, chair, treasurer

 

This program generously sponsored by 1st Capital Bank.

 

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