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Banking for a non-profit organization is different from working with a typical business. In addition to credit, cash management is crucial for a non-profit, especially during fundraising events or before taking on a new project. Bankers should understand that building a relationship with a non-profit takes time and effort. It’s not enough to just show up. To stand out, the bank needs to be actively involved, whether by supporting fundraising efforts or having volunteers serve the non-profit.
Learning Objectives:
Learn strategies for banking with non-profits.
Understand the differences between banking for non-profits and for-profits, including the financial analysis.
Develop ways to build and strengthen relationships with non-profits.
Duration: 60-minutes
Who Should Attend: Frontline Personnel, Lenders, Operations Personnel
Instructor(s): Brad Stevens, President, Stevens Risk Management LLC
Recorded: Dec. 2, 2025.