Independent Schools

Our long standing relationship with First Republic Bank has been transformative for the school.

Featured Client - Bentley School
Arlene Hogan, Head of School

Banking Independent Schools for Over 20 Years
What sets First Republic apart is that we have made it our mission to understand and respond to the unique financial needs of independent schools while striving to deliver an unparalleled level of service.
    • Lines of credit to support operating needs
    • Capital campaign bridge loans
    • Tax-exempt, long-term loans
    • Competitive earnings credit rate1
    • Online treasury management

    • No access fees at virtually all ATMs worldwide with our ATM Rebate Checking account2
    • Competitively priced home loans
    • Student loan refinancing3
    • Administration of the Gradifi employee student loan repayment benefit4

    • Endowment and investment management
    • Stock donation accounts for accepting donor gifts
    • Charitable trust administration services

    • Cybersecurity training and free Internet Security Health Checks
    • Intimate executive events for heads of schools, CFOs and top donors
    • Customized presentations to your board of directors at your discretion
    • Complimentary membership to the Financial Executive Alliance (FEA), a networking and educational group for senior nonprofit financial professionals

Our clients say it best.
    Find peace of mind with a safe, stable and sound financial partner who is dedicated to serving independent schools and the lives they touch.
    If you would like to contact us, please click below.

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    5 Key Questions to Ask When Choosing Your Bank

      • Is your bank strong and sustainable?
      • Is your bank committed to excellence in client service?
      • Does your bank have a long history of — and expertise in — serving independent schools?
      • Does your bank offer products and services to address the unique financial needs of your organization?
      • Does your bank offer products and services to take care of your most important asset — your people?

    1 Minimum $5,000 to open a Business Analyzed Checking account. A monthly service fee (currently $30) will apply. Earnings credit will offset fees based on balance maintained.
    2 Minimum $500 to open an ATM Rebate Checking account. A monthly service fee (currently $25) will apply if a $3,500 required minimum average balance is not maintained. Domestic and foreign country ATM access fees are rebated at the end of the monthly cycle. Foreign currency conversion and other usage fees vary by country and network and are not included in the rebated ATM access fees. Terms and conditions apply. Ask your banker for details.
    3 Terms and conditions apply. This is not a student loan. The terms of this product may differ from terms of current loan. This product is not available in all markets. For a complete list of locations, visit This is not a commitment to lend or extend credit. Applicants should discuss loan terms and conditions with their banker and contact their legal and financial advisors for advice on deciding whether this is the right product for them.
    4 Gradifi, Inc., is a wholly owned subsidiary of First Republic Bank.
    5Investment Advisory services are provided by First Republic Investment Management, Inc. Trust services are provided by First Republic Trust Company and First Republic Trust Company of Delaware LLC. Brokerage services are offered through First Republic Securities Company, LLC, Member FINRA/ SIPC. Insurance services are provided through First Republic Securities Company, DBA Grand Eagle Insurance Services, LLC, CA Insurance License # 0I13184, and First Republic Investment Management, DBA Eagle Private Insurance Services, CA Insurance License # 0K93728.

    Investment, Insurance and Advisory Products and Services, and Foreign Exchange Transactions, are Not FDIC Insured or Insured by Any Federal Government Agency, Not a Deposit, Not Bank Guaranteed and May Lose Value.

    All loans are subject to First Republic Bank’s underwriting standards. Terms and conditions may apply.

    © 2019 First Republic Bank.

    Banking products and services are offered by First Republic Bank, Member FDIC and Equal Housing Lender

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