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Banking a non-profit organization is very different than a normal operating company. Beyond credit, making sure you understand cash management is crucial for a non-profit, particularly one that is maybe in the middle of a fund raiser, before they need any credit for a new project.
Bankers also need to know that you do not just show up and get the relationship. You need to cultivate the relationship in a way that will set you apart. This means getting the bank actively involved in the non-profit in some way, through fund raising or having volunteers serve the non-profit.
Learning Objectives:
How to bank a non-profit.
Learn about the different dynamics of banking a non-profit versus a normal company.
Learn how to get involved with the non-profit to cultivate a relationship.
Duration: 60-minutes
Who Should Attend: Frontline Personnel, Lenders, Operations Personnel
Instructor(s): Brad Stevens, President, Stevens Risk Management LLC
Recorded: Dec. 2, 2025.