Personal & Business Banking

Non Profit Banking

Distinctly Different

Superior Solutions

At San Diego Private Bank, we strive to assist non-profit organizations meet their philanthropic goals, by simplifying banking activities through integration of services. Our banking services are designed to reward you for your relationship as a San Diego Private Bank Client.

• Combine the convenience of checking with the earning potential of investing.
• Gain access to safe and reliable FDIC insured deposits.
• Enjoy special rates and free services.
• Access your business accounts over the internet; conduct your banking online, anytime.

Most importantly, your San Diego Private Banker will provide you with unparalleled service.

• Non Profit Checking Plus Account Provides a convenient method to handle your non profit balances while earning a competitive interest rate. No more idle funds, your balances will accrue interest daily. Monthly statements are provided so that you may efficiently monitor all transactions.
• Non Profit Money Market Account Provides a high yielding, secure and flexible savings vehicle for liquid balances.
• Certificates of Deposits A stable investment vehicle for short and long term investments with various terms available. Deposits in excess of $100,000 earn premium rates.
• FDIC Insured Deposit Services for Balances in Excess of $250,000. Upon your request, your money can receive FDIC insurance in excess of $250,000 via our membership with a nationwide interfinancial network. This Certificate of Deposit product offers safety and convenience for both your short and long term investing needs while maintaining competitive market rates.
• Online Cash Management Balance reporting, positive pay, account reconcilement, ACH origination, and bill payment capabilities are all available via our convenient online access.
• Merchant Credit Card Processing Offer your donors and fundraising participants the convenience of using their credit card for donations and purchases and enjoy the benefit of a competitive discount rate.
• Credit or Debit Cards Utilize Visa® debit or credit cards for easier access to funds and to monitor expenses of employees. Ask your Private Banker which method would be best for your organization.
• Short and Long Term Financing Needs Obtain financing options with working capital loans, lines of credit and equipment loans. Also plan your expansion with acquisition and construction financing. Your Private Banker can assist you with the correct financing structure to match your specific needs.
• Community calendar Let your Private Banker know dates and specifics of your upcoming event and we will post the event on this site. Visit our calendar by clicking under the "Community" tab and note other events happening in our community.
• Community Board Room We welcome the use of our conference room for your board and committee meeting needs. Contact your Private Banker for scheduling on our conference room calendar.
• Courier Services We come to you! For pick up and delivery of deposits, cash and coin, please let your Private Banker know your specific needs and we will schedule with our "in house" courier.