Serving Independent Schools
Extraordinary Causes Deserve Extraordinary Service.

At First Republic, 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. We invite you to learn more about our holistic approach to serving the needs of your school, faculty and mission.
  • Our Approach

    The First Republic Difference: Serving Independent Schools

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

    The independent schools we serve benefit from financial solutions, exceptional service and thought leadership forged from two decades of mission-driven partnership.



    Our practice as of 12/31/2020:

    • 300+

      independent schools served

    • 25%

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

    • 20+

      years of experience working with independent schools

    First Republic Product and Services Wheel Graphic

    Products to Power Your Mission

    • Financial Executives Alliance

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

    • Nonprofit Insights

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

    • 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.

    • Fundraisers Alliance

      Educational group for nonprofit professionals to deepen fundraising skills, share best practices, and learn from peers and best-in-class service providers (currently offered in Boston, Los Angeles, New York and San Francisco). Learn more here.

    • Leadership Convening

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

    • 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 independent schools

    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 independent schools.

    • Taking Care of Your School

      • Lines of credit to support operating needs
      • Capital campaign bridge loans
      • Tax-exempt, long-term loans
      • Construction loans
      • Competitive earnings credit rate
      • Online treasury management

       

    • 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

       

    • For Your Staff

      • ATM Rebate Checking, which won’t charge you ATM access fees and rebates access fees charged by other institutions, worldwide1
      • Competitively priced home loans


    1Domestic 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.



  • 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.

    • Gravyty

      A suite of fundraiser enablement products, powered by artificial intelligence, which empowers fundraisers to personalize outreach, build relationships, and inspire new and increased giving at scale.

      Offer: 15% discount on annual subscription for the first year and waived implementation fee for First Republic clients who are new to Gravyty.4 Claim offer here.

    • Bell Corporate Development

      Leading-edge Microsoft Office group trainings, brought to you by Bell Corporate Development, that are high energy, interactive and uncomplicated.

      Offer: Up to 75% off group trainings for Microsoft Excel, Word, PowerPoint and Outlook for First Republic clients. All-day sessions starting at $599 for seven students, $999 for 12 students and $1,999 for 25 students.5 Two complimentary 30-minute private consultations or one complimentary 30-minute Q&A session, and a personalized web portal for your organization included with each session. Claim offer here.

    • TriNet

      A full-service HR solution that provides nonprofits with access to human capital expertise, benefits, risk mitigation and compliance, payroll and real-time technology.

      Offer: Enjoy special waivers on eligible bank and TriNet fees when you open or maintain a Business Analyzed Checking account.6 Learn more here.

    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.

    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.

    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 3/31/2021.

    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 3/31/2021.

    3Discount eligible to First Republic clients who are certified 501(c)(3) nonprofits. Discounts apply for all boot camps in 2020 and 2021.

    4Gravyty discount and waived implementation fee available to First Republic clients who are certified 501(c)(3) nonprofits and new, first-time Gravyty users. Discounts apply for the first year of annual subscription. Discounted subscription must start no later than 3/31/2021.

    5Sessions take place over one day. Discount eligible to First Republic clients who are certified 501(c)(3) nonprofits. Offer available until 12/31/2021.

    6To learn more about special offers, please contact your banker.

  • Upcoming Nonprofit Events

    • Stay tuned for upcoming events.

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

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For more information, contact your First Republic team.



  • Give us a call.

    Our dedicated team is ready and looking forward to speaking with you.

    (888) 408-0288

  • Email us.

    If you prefer, send us an email and we’ll be in touch.

    Contact us here