Financial Solutions for Nonprofits :: First Independent

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As a nonprofit, your focus is on making a difference, not making a profit. And yet, you need to make every dollar count. First Independent's team of qualified nonprofit financial experts is ready to help you make the most of your donations, grant allocations, government funding, and so much more. We know a 501(c) from a 509(a) and a tax form 990.
A Mission to Support Nonprofits
First Independent's mission includes a commitment to improve the economic conditions and quality of life in the communities we serve. We interpret that to mean investing in nonprofits to increase their capacity to improve and change lives through health and human services, education, the arts, economic development and more.
- First Independent and the Firstenburg Family have given more than $25 million to nonprofits in the Portland/Vancouver metro region in the past five years.
- We are strategic partners with the Nonprofit Network and TACS, providing important funding and technical support for educational opportunities for nonprofit staff and boards; and we are the 2009 newsletter sponsor of the WVDO bi-weekly email newsletter.
- We are members of WVDO, Grantmakers of Oregon and Southwest Washington, Northwest Business for Culture & the Arts. NW Planned Giving Roundtable, The Estate Planning Councils of Washington and Oregon.
- We occasionally make available funding for nonprofits to hire consultants to assist with fundraising and endowment development.
- We have created a strategic nonprofit corporate sponsorship model that offers multi-year funding and other professional and in-kind resources for up to three nonprofits annually.
If you want to know more about our Nonprofit Solutions, call Ron Bertolucci, Nonprofit Team Leader
SW Washington l 360.619.4462
Oregon l 503.321.2010
More
Financial Solutions For Nonprofits
First Independent has designed specific solutions - including products, services and pricing that enhance the cash and investment positions of nonprofit organizations - to help create, manage and increase an organization's financial position and enhance its ability to make a difference.
- High yield deposit pricing specifically for nonprofits
- Ready Remote™¹- a service that allows nonprofits with high deposit volumes to make deposits from their offices, eliminating the need for daily trips to the bank
- Other cash management tools that maximize earnings on deposits
- First at Work - special financial benefits packages for employees/executives/board (values range from $300-$700) and workshops on financial basics at no cost to the organization
- Wealth management solutions for nonprofits/donors - planning, managing, reviewing and reporting for endowments, investment portfolios, trust products
- Credit availability to qualified nonprofits
- Professional consultants and First Independent staff who provide complimentary workshops for your board and staff for strategic planning, fundraising, foundation management, board development, and more.
If you want to know more about our Nonprofit Solutions, call Ron Bertolucci, Nonprofit Team Leader
SW Washington l 360.619.4462
Oregon l 503.321.2010
More
A Team of Financial Experts with Nonprofit Experience
First Independent offers the most experienced professional team in the marketplace; people who have demonstrated personally and professionally their commitment to partnering with nonprofits.
- Two team members have worked for nonprofits - leading a major fundraising federation and multiple foundations.
- Our Trust & Advisory team has 19 members having an average of more than 15 years experience. Five have achieved Certified Trust & Financial Advisor (CTFA) status.
- Our Asset Management Group includes a Chartered Financial Analyst (CFA®) and manages more than a half billion dollars in assets.
- All team members serve on nonprofit boards and committees throughout the region, including Executive Board for the Free Clinic of SW Washington, March of Dimes Greater Oregon Chapter, Alexa Dyer Life Challenge Award, Janus of SW Washington, OHSU Center for Women's Health, Vancouver National Historic Reserve Trust, Regional Arts & Culture Council, Metropolitan Family Service, Thomas Edison High School, Tournament Golf Foundation, Association of Financial Professionals, Leukemia & Lymphoma Society, Pacific Northwest College of Art, Clark College Foundation, Oregon Humane Society, Oregon Symphony Planned Giving Steering Committee, the Southwest Washington Medical Foundation Major Gifts Committee, the Portland State University Development Committee , and Daybreak Youth Programs.
- First Independent is a community bank which means we're: A Local team, with local management, that makes local decisions.
If you want to know more about our Nonprofit Solutions, call Ron Bertolucci, Nonprofit Team Leader
SW Washington l 360.619.4462
Oregon l 503.321.2010
More

Member FDIC. Equal Housing Lender

+ Funds may be submitted for placement only after a depositor has signed a Deposit Placement Agreement with a member bank. This agreement contains important information and conditions regarding the placement of funds by a member bank. CDARS is a service mark of Promontory Interfinancial Network, LLC.
¹ Requires credit approval.