Non-Profit Organizations
At Access National Bank and Capital Fiduciary Advisors, LLC, we are committed to helping non-profit organizations fulfill their mission by providing customized loan, treasury and investment management services that add real value. We develop strong, working relationships with our clients; helping them successfully manage all aspects of their financial condition and achieve their unique goals.
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.
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
- Equipment 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
- FREE Secure Online Banking and Bill Pay
- E-Deposit - Remote Deposit Capture
- Electronic collection and disbursement - Automated Clearing House (ACH)
- Lockbox
- Positive Pay
- Merchant Credit Card Services
- Payroll Services
- Investment Services (Products may not be FDIC insured)
- Group Banking Benefits for your staff
We provide busy professionals, executives and volunteers 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
Contact a Non-Profit Banker today!
Tom Ciolkosz
Vice President
Business Relationship Manager
TCiolkosz@AccessNationalBank.com
(703) 871-1045
Cindy Caldwell
Senior Vice President, Client Services
CCaldwell@AccessNationalBank.com
(703) 871-2107
Chris Williams
Director, Business Development
Capital Fiduciary Advisors, LLC
Registered Investment Advisor
(703) 871-5963
Chris.Williams@capfiduciary.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.
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