Skip to main content

SCAM WARNING - Fraudsters are calling clients, spoofing the Bank's phone number and posing as MB&T employees. These fraudsters ask for Online Banking passwords and one-time PINs. We will never ask for this information. Please hang up & call your branch, Relationship Manager, or our Service Center (805-963-7511) immediately.

SCAM WARNING - Bankers never ask for your Online Banking password or one-time codes. Learn More

Philanthropic Services

Foundations & Endowments

Building financial stability for enduring impact.

A fish hiding in the coral reef.

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

Connect with us.

Let's start your next chapter together.

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

Learn More

Dive in and explore.

Coral reef in the ocean.
Investment Management
Learn more
Soft corals in the ocean.
Trust Services
Learn more
Kelp flowing in the ocean.
Philanthropic Services
Learn more
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.