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Services for Charitable Organizations

Investment products used by the Wealth Advisory Group are not obligations of nor guaranteed by Lake City Bank, are not FDIC insured, are not a deposit, and may involve risk, including possible loss of principal.

We bring the same detailed, knowledgeable approach to charitable organizations, foundations and not-for-profits. Our advisors are experienced in designing plans that can help you reach your goals, build a lasting legacy and communicate with your constituencies.

Our Services for Charitable Organizations include:

  • Investment policy development
  • Disciplined investment management
  • Performance measurement
  • Grant administration
  • Trustee and agent services
  • Planned giving support
  • Timely reporting and communication

Connect with our Wealth Advisory Group team to develop strategies that strengthen your charitable impact.

Investment products used by the Wealth Advisory Group are not obligations of nor guaranteed by Lake City Bank, are not FDIC insured, are not a deposit, and may involve risk, including possible loss of principal.

Treasury Management

Smarter Customized Treasury Management Services

Lake City Bank has your Treasury Management needs covered with tools* and resources to streamline operations, improve efficiency, and protect your business.
Learn More

* Additional fees may apply.
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Banking Tips & Insights

How to Plan a Vacation on a Budget

Worrying about paying off credit card debt when you come home can take all the fun out of a vacation. Read on to find out how to plan a vacation on a budget so you can focus more on experiences and less on expenses.