Charitable Giving 

CertusBank makes access for donors and non-profit organizations easy. Here at CertusWealth, we make charitable administration simple for our philanthropic clients. Through C-Giving, a product of CertusWealth, a division of CertusBank, N.A., we deliver innovative and cost-effective solutions for private schools, colleges, community foundations and other non-profit organizations through a unique recipe that combines advanced internet technology, integrated financial services, and expert administrative operations - all blended with our real-world understanding of philanthropic issues and answers. 

  • C-Giving transforms your foundation website into an interactive front office for your organization
  • C-Giving opens online transaction portals for donors (fund status, contributions, recommendations) and organization administration (applications, progress reports, funding needs)
  • C-Giving includes two-way data integration with your administrative software: online recommendations and stewardship opportunities FLOW DOWN, while grants, gifts, and fund balances FLOW UP 
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Securities and Insurance Products are NOT Insured by the FDIC, nor by any other Federal or State Government Agency, are NOT a Deposit of and are NOT Guaranteed by a Bank or any Bank Affiliate, are NOT a Condition to Any Banking Service of Activity, and MAY lose value.

Financial Advisory services offered through CertusInvestment Advisors, LLC (“CIA”).

Securities Brokerage, Insurance and Investment Banking services offered through CertusSecurities, Inc. (“CSI”), Member FINRA and SIPC. C-Direct is the marketing name for a discount brokerage platform offered by CSI. C-Direct customers are not provided nor given investment advice through CSI or CIA. Brokerage accounts for CSI and CIA clients are carried with National Financial Services LLC, a Fidelity Investments Co., member NYSE, SIPC or Charles Schwab & Co. Inc., member SIPC.

Fiduciary and custody services may be offered through CertusWealth Trust (“CWT”) or Advocacy Wealth Trust ("AWT"), divisions of CertusBank, N.A., or a third party entity. Custody services for CWT and AWT are provided under agreement with Reliance Trust Company. Brokerage services for CWT and AWT accounts are provided through ConvergEx Execution Services, LLC (member NYSE, FINRA, SIPC) or CSI.

CertusBank, CSI and CIA are subsidiaries of CertusHoldings, Inc. CertusWealth, CertusInvestment Advisors, CertusSecurities, CertusBank, CertusWealth Trust and the Certus logo are trademarks of CertusHoldings, Inc.

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