Serving Nonprofits
Extraordinary Causes Deserve Extraordinary Service.
At First Republic, we pride ourselves on being a banking partner who understands both the importance of mission and the value of exceptional service. We invite you to learn more about our holistic approach to serving the unique needs of your organization, employees and mission.
  • Our Approach

    The First Republic Difference: Serving Nonprofits

    When your nonprofit joins First Republic, you aren’t just opening a bank account — you’re joining a community.

    The nonprofit organizations we serve benefit from financial solutions, unparalleled service and thought leadership forged from two decades of mission-driven partnership.



    Our practice as of 12/31/2022:

    • 5,200+

      nonprofits served

    • 24+%

      of all business loans support the expansion and growth of nonprofit organizations

    • 25+

      years of experience working with nonprofits

    Nonprofit Client Wheel

    A Closer Look

    • gold icon displaying a trio

      Financial Executives Alliance

      Complimentary networking group that brings together senior nonprofit financial professionals to discuss industry-related challenges. Learn more here.

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      Nonprofit Insights

      Quarterly newsletter featuring articles and events that benefit you, your team and your mission. Sign up here.

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      Financial Education

      Financial literacy training for employees offered as digital modules covering financial basics, financing education costs, homebuying and saving for the future. Learn more here.

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      Fundraisers Alliance

      Educational networking group for nonprofit professionals to deepen fundraising skills, share best practices, and learn from peers and best-in-class subject matter experts. Learn more here.

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      Leadership Convening

      Nonprofit events and workshops on topics that matter most to nonprofit leaders, board members and donors.

    • gold lock icon

      Cybersecurity Training

      Internet Security Health Checks for up to 10 of your computers used to manage First Republic accounts, and sessions to educate your employees on common risks and identity threats.

  • Meeting the needs of nonprofits

    We know the impact great service and execution can have on the ability to fulfill your mission. We offer solutions designed to meet the needs of nonprofits, including:

    • Banking Services for Your Nonprofit
      • Lines of credit to support operating needs
      • Capital campaign bridge loans
      • Tax-exempt, long-term loans
      • Construction loans
      • Secure internet banking with Corporate Online
      • Competitive earnings credit rate1
    • Banking Services for Your Employees
      • ATM Rebate Checking, which won’t charge you ATM access fees and rebates access fees charged by other institutions, worldwide2
      • Competitively priced home loans

    This is not a loan approval or commitment to lend. Loans are subject to First Republic Bank’s underwriting standards and verification of documents provided. Terms and conditions may apply. Ask your banker for details.
    1Applies to Business Analyzed Checking account. Earnings allowance may offset most fees based on balance maintained. Ask your banker for details.
    2Foreign currency conversion and other usage fees vary by country and network and are not included in the rebated ATM access fees. If we cannot determine the ATM access fee for a specific transaction, a default rebate amount will be applied.

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    • Endowment and Investment Services
      • Endowment and investment management
      • Cash management
      • 403(b) plan management
      • Stock donation accounts for accepting donor stock gifts with buy/sell reporting
      • Customized trust and insurance services
    Investment, Insurance and Advisory Products and Services are Not FDIC Insured or Insured by Any Federal Government Agency, Not a Deposit, Not Bank Guaranteed and May Lose Value.



  • NONPROFIT OFFERS TO POWER YOUR MISSION

    At First Republic, we know the impact tools and resources can have on your ability to fulfill your mission. We are proud to share the following nonprofit product and professional development offers for our nonprofit clients and community.



    For First Republic's nonprofit community*

    • iWave

      A fundraising intelligence platform that empowers organizations to identify, qualify and retain donors, saving you time and helping you determine who to ask, when to ask and how much to ask for

      Offer: Complimentary one-month iWave Professional license1 for First Republic’s nonprofit community. No purchase necessary. Plus, 25%2 off iWave’s annual subscription for the first year for First Republic clients who do not have an active iWave account and 5%2 off iWave’s annual subscription for one year for First Republic clients currently using iWave. Claim offer here.

      *First Republic’s nonprofit community includes all nonprofits (clients and non-clients) located within the First Republic footprint. For a list of locations, please visit firstrepublic.com/locations.

     

    For First Republic clients

    • Candid’s Proposal Writing Boot Camp

      Gain the essential knowledge and skills fundraisers need to develop effective foundation proposals with Candid’s renowned Proposal Writing Boot Camp. Join this three-week immersive course and learn insights from experts in the field.

      Offer: 30% discount on all virtual boot camps and in-person early bird specials for First Republic clients.3 Claim offer here.

    • TriNet

      We’ve teamed up with TriNet, which can help you with HR solutions, including payroll, access to benefits and compliance — all in one place.4

      Offer: Explore firstrepublic.com/trinet to see current offers from First Republic.4

    To learn more about the Nonprofit Toolkit, please email nonprofits@firstrepublic.com.

     

    First Republic Bank encourages you to independently evaluate the services and service providers included here to determine if they are appropriate for you.

    HR solutions are provided by TriNet. Banking products and services are provided by First Republic Bank. TriNet is a separate company and not affiliated with First Republic Bank. © 2022 TriNet Group, Inc. All rights reserved.

    By claiming these offers, you are granting the Nonprofit Toolkit companies and organizations permission to verify your eligibility and report usage with First Republic Bank.

    The contents of these offers should not be reproduced or redistributed, online or physically, without First Republic’s consent.

    1iWave trial available to all certified 501(c)(3) nonprofits who do not have an active iWave account. Trial offer must start no later than 06/30/2023.

    2iWave discounts available to First Republic clients who are certified 501(c)(3) nonprofits. Discounts apply for one year. Discount must start no later than 06/30/2023.

    3Discount eligible to First Republic clients who are certified 501(c)(3) nonprofits. Discounts apply for all boot camps in 2023.

    4These products and services are not provided by First Republic. We encourage you to independently evaluate these services and service providers to determine if they are appropriate for you.

  • Upcoming Nonprofit Events

    To see all upcoming First Republic online events, please click here.

    Past Nonprofit Events

    • watering a plant

      Fundraisers Alliance Q3 Learning Series: Storytelling for Nonprofits

      Watch WorkingNation discuss why storytelling is a game-changing fundraising tool, how to craft your organization’s unique story and how to best deliver it — on any budget.

    • entrepreneur takes a phone call while on laptop

      Data-Informed Fundraising

      Watch Lightful present on why data-informed fundraising is a game changer, what data is worth collecting and how to do so effectively, and how to use data insights to improve your fundraising efforts.

    • Candid: Reinventing Nonprofit Fundraising in the COVID-19 Era

      Watch Candid present insights on how your nonprofit can host engaging virtual events that galvanize your supporters, assess your donor base to identify effective new fundraising streams, and blend thoughtful fundraising strategy and creativity in this new environment.

Classical Music for All: How Boston Youth Symphony Orchestras Is Diversifying Musical Training

First Republic Bank
June 13, 2022

Boston Youth Symphony Orchestras offers a top-tier classical music training program to underserved groups in Boston. Find out from students and ICP Artistic Director Nicole Cariglia how the program is shaping the lives of young musicians. More

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For more information, contact your First Republic team.



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