Charitable Organizations and Other Not-for-Profits
You Have A Mission.
We Can Help.
Bank of Albuquerque can help you manage, grow and protect your assets, so you can focus on your mission.Let us help you:
- Maximize your impact
- Meet your fiduciary responsibilities
- Achieve your financial goals
Invested in Our Local Communities
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3.16M
Donated to United Way -
311
Employees serving on nonprofit boards/committees -
33,792
Total volunteer hours by employees
Maximizing Your Impact
From financial sustainability guidance to investment and special asset management to cash and risk management services, we can help.Meeting Your Fiduciary Responsibilities
Achieving Your Financial Goals
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Define roles and responsibilities (Investment Committee, Staff, OCIO)
Determine investment objectives
Establish and maintain investment policies and guidelines
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Determine organization’s definition of risk
Establish risk management policies and guidelines
Focus on key risks during portfolio design and construction
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Perform optimization analysis to determine strategic asset allocation targets
Implement near-term tactical asset allocation preferences
Provide daily discretionary management of portfolio
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Research and select investment managers
Provide ongoing due diligence
Provide manager research reports and due diligence updates
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Select performance benchmarks for portfolio and individual managers
Prepare ongoing performance reports and analysis
Monitor and prepare policy compliance reports
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Tailored asset allocation and portfolio performance comparison with like organizations
News and Insights
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Many variables have made a traditionally age-based financial decision more complex
There’s a small business loan for that
Financing major purchases today can fuel long-term success
Why 30-year mortgage rates hit a new year-to-date high
Investors are rethinking how quickly the Fed may reach its 2% target for inflation