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Early Closure Notice - The Downtown Branch will close at 3:00 pm on Wednesday, October 29th, for an event. We apologize for the inconvenience.

Philanthropic Services

Foundations & Endowments

Building financial stability for enduring impact.

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Helping You to Sustain Your Mission

Montecito Bank & Trust is intricately familiar with the communities we serve, providing a broad range of support to many local foundations and endowments. Our holistic approach, comprehensive offering, flexibility, and commitment to individualized service allows us to design customized portfolios and long-term strategies that support the missions of the foundations and endowments we serve.

Investment Policy Statements

Portfolio Management

Socially Responsible Investing

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Let's start your next chapter together.

Read our brochure Call us at (805) 963-7511 Meet the team

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Philanthropic Services

Soft corals in the ocean.

Trust Services

Coral reef in the ocean.

Investment Management

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value