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Not-for-profit Expertise

We are committed to serving the complete financial needs of non-profits in our communities. We take a thoughtful, integrated, comprehensive approach to meeting your needs. Below is a brief description of how our companies provide specialized services to non-profit organizations.

Colorado Business Bank
Our banks in Arizona and Colorado customize banking solutions to help you to maximize efficiency, protect your accounts and increase yields on your operating cash—creating more funds available to deliver on your mission. We have extensive experience in providing financing for working capital needs, as well as helping organizations evaluate the benefits of permanent taxable and tax-exempt financing. We have the expertise to create customized financing solutions including restructuring existing debt, new facility and equipment acquisition, and can also help tailor financing in conjunction with capital campaigns.

CoBiz Insurance
CoBiz Insurance* can perform a comprehensive analysis of your insurance coverage—including health and benefits, liability, D&O, property & casualty, workers' compensation—to evaluate the completeness and competitiveness of your coverage. In addition, CoBiz Insurance will provide you with recommendations and resources for improving and/or maintaining your coverage.

To learn more about our insurance services, visit cobizinsurance.com.

CoBiz Wealth
CoBiz Wealth* has managed assets of local foundations, endowments and family offices for several decades using a fee-only structure. CoBiz Wealth can help you to reach your short- and long-term financial goals; optimize yields on operating and endowment accounts; customize solutions for your organization's needs; and most importantly track, process and report your portfolio adjustments. To learn more about our wealth management services, visit cobizwealth.com.

*Investment and insurance products are not FDIC insured; are not a deposit or other obligation of, or guaranteed by, the bank; and may be subject to investment risks, including the possible loss of principal.