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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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Not Insured by FDIC or
Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

Montecito Bank & Trust does not provide tax or legal advice.