Access National Bank
Non-Profit and Trade Organizations
  • Business Banking
  • Personal Banking
  • Investment Services
  • Mortgage Banking

Non-Profit and Trade Organizations

At Access National Bank, we proudly support non-profit and trade organizations in the Washington, D.C. area.  We develop strong working relationships with our clients; helping them successfully manage all aspects of their financial condition and achieve their unique goals. Whether you need tax-exempt financing, deposit services or investment management, we will develop a plan to help improve cash flow, operating efficiency and yield on investments.

We have a dedicated team of bankers and wealth management professionals with years of experience serving the non-profit community, which includes: foundations, trade associations, membership organizations, trade unions and other institutions that serve the public, non-profit sector.

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Non- Profit Newsletter

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 We offer a full range of competitive and creative lending products that can be tailored to fit the unique needs of each of our non-profit clients.

    • Lines of Credit
    • Term Loans
    • Tax Exempt Bond Financing
    • Real Estate Loans (Acquisition or Refinance)
    • Construction Financing
    • Collateralized Lending (Securities and Special Assets Custody) 

Your non-profit organization can tap into sophisticated services that include:

  • Deposit and Treasury Management Services
    • Depository Accounts
    • FREE Secure Online Banking and Bill Pay
    • E-Deposit - Remote Deposit Capture
    • Electronic collection and disbursement - Automated Clearing House (ACH)
    • Lockbox
    • Positive Pay and ACH Filters
  • Merchant Credit Card Services
  • Payroll Services
  • Investment Services (Products may not be FDIC insured) offered through Access Investment Services

We provide Board Members, Executives, and Employees with banking and investment services that meet their individual needs.

  • Premium Interest Checking
  • Premium Money Market
  • FREE Secure Online Banking & Bill Pay
  • Premium Mortgages and Home Equity Lines of Credit
  • Access Investment Services & Retirement Planning (Products are not FDIC insured)

Capital Fiduciary Advisors, LLC specializes in asset management services tailored for the non-profit industry:

  • Endowment Management – Objective, open-architecture, global wealth management
    • Specialty products, customized services, alternative investments, competitive fees
    • Cash flow modeling, distribution/spending analysis, risk assessment/management, portfolio liquidity stress testing
    • Investment policy advisory services
  • Enhanced Cash Management – Customized, short-duration fixed income portfolios for cash reserves   
  • Master Custody – Customized accounting and consolidated reporting of all assets
  • Charitable Gifting Strategies – Donor advised funds, charitable gifting campaign analysis, tax minimizing strategies for donors

Whether you're a big or small non-profit or trade association, we alway treat you with a genuine interest in your success.  For more information contact a Non-Profit Banker today! 

Tom Ciolkosz
Vice President, Business Relationship Manager
(703) 871-1045
TCiolkosz@AccessNationalBank.com
 

Michael Terpak
Senior Vice President, Commerical Lending Officer
(703) 871-1831
MTerpak@AccessNationalBank.com
 

Andrew Kalin
Senior Vice President, Commercial Lending Officer
(703) 871-2129
AKalin@AccessNationalBank.com
 

Aron Perkins
Client Services Manager
(703) 871-7387
APerkins@AccessNationalBank.com
 

Matthew Evans
Client Services Manager
(703) 871-7349
MEvans@AccessNationalBank.com
 

Charles Kettenacker
Assistant Vice President, Client Services Manager
(703) 871-1041
CKettenacker@AccessNationalBank.com
 

NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE

Capital Fiduciary Advisors LLC (CFA) is a registered investment advisor affiliate of Access National Bank. The advisory services offered by CFA are in no way affiliated with or offered by Access National Bank, nor is Access National Bank a registered investment advisor. The investments offered by CFA are not insured by the FDIC or any other agency of the government, are not deposits or other obligations of the bank and involve investment risks, including possible loss of principal.

 

 

ANCX - Nasdaq listed FDIC Equal Housing Lender
Access National Mortgage

NMLS ID: 408540