Non-Profit

Financial Solutions for Non-Profits: Empowering Your Mission

At 1^st National Bank, we understand that non-profit organizations are driven by a duty to make financially responsible and sustainable decisions. Your mission is to help others, and we’re here to help you succeed.

Tailored Financial Services for Non-Profits

We provide expert guidance to support your organization and your donors, ensuring that your financial resources are managed in alignment with your goals. Our services include:

• Asset Management: Trust us to manage some or all of your assets in accordance with your organizational objectives.
• Custom Investment Policy Statements: We create detailed strategies that guide investment decisions, maintain transparency with board members, and ensure accountability.
• Non-Profit-Specific Fee Structure: Our special fee structure is designed exclusively for non-profits, helping you allocate more resources to the good work you do.

Education and Support for Your Team

Beyond asset management, we’re here to educate and support your staff and donors. Our complimentary services include:

• Estate Planning Education: Guidance on estate planning techniques tailored to charitably inclined donors.
• Economic Updates: Insights into economic trends that may impact your organization’s financial strategy.
• Staff and Donor Workshops: Interactive sessions to help your team make informed financial decisions.

Your Mission. Our Commitment.

We believe in the power of community and are committed to helping non-profits like yours thrive. Whether you need financial management, donor education, or strategic guidance, we’re here to be a trusted partner in achieving your organizational objectives.

Contact Us Today to learn how we can support your mission and make a lasting impact.

Investments are not FDIC insured. May Lose Value – No Bank Guarantee. Member FINRA / SIPC

Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company^®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Referenced companies are members of the Principal Financial Group^®, Des Moines, IA 50392.  1^st National Wealth Management is not an affiliate of any company of the Principal Financial Group^®.

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Principal Securities Form CRS, Relationship Summary

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.