A Valuable Resource
Montecito Bank & Trust has extensive experience as trustee for numerous local foundations and endowments, providing sound investment management services across a broad spectrum of asset classes. This expertise complements Montecito Bank & Trust’s more than 49 years of unrivalled corporate philanthropy and underscores our ongoing commitment to making the communities we serve better places to live and work.
“We believe corporate philanthropy is a responsibility of every local business, big and small, and we hope our work will inspire more giving in our local communities.”
Michael Towbes
Founder
What Sets Us Apart
As a community leader in supporting local nonprofits, we see and appreciate the positive impact of supporting the missions of others in our community. Our longstanding annual Community Dividends® program has become a Central Coast tradition, honoring and awarding $1.5 million each year to hundreds of nonprofit organizations across Santa Barbara and Ventura counties. In addition, our extensive employee volunteer program provides over 5,700 hours of support to local organizations annually and our Anniversary Grants® program provides our employees a voice in choosing ten nonprofits to receive financial and marketing support each year.
With a reputation for integrity and superior service and our vast experience in estate planning, we are a valuable resource not only for institutions but for donors as well.
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| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |