- Personal assistance with opening an account that factors in the special needs of a complex organizational structure.
- Account Forms account opening forms specifially for non-profits, taking into account earmarked funds, Donor-Non-Profit relationships, corporate by-laws and many other factors
- A streamlined approval process designed around the needs of non-profit organizations
- The ability to instantly clear checks from approved overseas sources such as the P.E.F, Central Fund and American Friends of..
- Assistance with customizing and investment profile, and structuring and investment portfolio that may include money markets, securities, and high interest deposits;
- Assistance with transfers from the funding organization to the beneficiary institution – including supervision and bridge financing.
- Preferred service fees and interest rates.
- Banking services for overseas nonprofit organizations including 501.C.3s — that are seeking to become active in Israel;
- Direct link between the client’s and bank’s computers for simplified account management and client control;
Private Banking Standards At the Bank of Jerusalem each non-profit client organization has a dedicated banking specialist at their disposal. The banker escorts the client personally and learns the organizations needs and expectations.After completing an exhaustive study, the specialist custom- tailors a program of products and services that are best suited to the specific client’s needs. - The Third Sector Department also serves as a bridge between the client and itsdonors.It supports the management of the client organization’s finances, and provides the knowledge and expertise needed for dealing with any type of foundation or regulatory authority both in Israel and overseas.
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