Banking and wealth management focused on your unique wealth journey. Together we are the trusted advisor to individuals in the global innovation economy.


Nonprofit organizations must adapt to survive and thrive in today’s competitive environment. Partnering with a firm that can help you streamline financing, improve efficiency, and open lines of communication across the organization allows you to focus on your mission and achieve your goals.

Simplifying Finances

Nonprofit organizations typically work with a host of service providers – investment consultants, loan providers, planned giving providers, operating bank, risk management, and governance consultants, retirement plan providers, trust providers, and investment bankers.

We offer integrated wealth management, trust, and banking services designed to provide solutions for managing the financial needs of nonprofits.

Meet Our Nonprofit Experts

Maximizing Endowments

If you are smart and strategic about money, your organization will attract more of it. Ensuring that your endowment or foundation assets are managed in alignment with the organization’s objectives is a vital part of proving to donors that they are making a good investment.

Our investment professionals can review your organization’s investment policy statement to determine if it is aligned with your objectives.

Learn About Asset Management

What Our Clients Are Saying

In the world of nonprofits, wealth is often defined by making a meaningful impact. The better we understand the WHY of their mission, the more effective we can be at helping them create a positive change.

Boston Private has played a huge role in ensuring that the 1,250 students we serve have access to the education that we are providing.

Nnenna Ude, CEO Match Charter Public School


Meet Jeanne.  This is her WHY.

Jeanne Pinado is on a mission: to create hope, optimism, and a new sense of vitality in the Roxbury community of Boston. What better legacy to leave behind than something everyone can share.

They understand the work we do, they understand how powerful some of these projects are... Boston Private is an important partner.

Jeanne Pinado, CEO Madison Park Development Corporation

Case Study | Developing an Investment Policy Statement

The Investment Committee of a local non-profit organization sought guidance in managing their investment portfolio. They wanted to align their mission with their investments and need help developing a spending budget.

Our Solution

The Boston Private Client Advisor worked closely with the five members of the Investment Committee to gain a thorough understanding of the non-profit’s values and mission, including gaining a better idea of the monthly spending rate. They then worked together to draft a comprehensive Investment Policy Statement (IPS).

Read Full Case Study

Related Services

Asset Management
Your goals are what drives our investing. We access the universe of available investment vehicles to construct our investment portfolios based on your organization’s goals, time horizon, and perspective on investment risk.

Nonprofit Lending
We specialize in working with independent private schools, charter schools, private colleges, community investment developers, and other select nonprofit organizations. Our experienced lending officers consistently deliver financial solutions designed to meet your unique needs with a high degree of expertise.



Demand Deposit & Money Market Accounts
We’ll help you select a combination of deposit accounts, money market accounts, and short- term investments designed to meet your yield, liquidity, and safety objectives.


Cash Management Services
We offer a full range of treasury and cash management services and will work closely with you in an effort to meet the specific cash flow cycles of your business.

Our Nonprofit Experts

Caring for a nonprofit can be a challenging endeavor.  Balancing the needs and interests of board members, donors and beneficiaries while managing monthly cash-flow and maintaining responsible investments can often distract from your real purpose: to make a difference.


Thatcher Freeborn Headshot
Thatcher Freeborn Senior Vice President Non-Profit Firms Leader
Mariel Keane Hough Headshot
Mariel Keane Hough Senior Vice President Commercial Loan Officer
Jon Kiya Headshot
Jon Kiya Senior Vice President Commercial Lending Team Leader
Abdul Maiwand Headshot
Abdul Maiwand Senior Vice President Commercial Loan Officer
Michael McNabb Headshot
Michael McNabb Managing Director Relationship Manager

Our Thinking



Caution: External Link

You are leaving the Boston Private website. By clicking "Continue" below, you will enter a website created, operated, and maintained by a private business or organization. Boston Private provides this link as a service to our website visitors. We are not responsible for the content, views, or privacy policies of this site. We take no responsibility for any products or services offered by this site, nor do we endorse or sponsor the information it contains. 

Continue Cancel - Stay on BostonPrivate.com