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The PenFinancial Non-Profit Account

BUILT FOR NIAGARA’S NON-PROFITS AS PART OF OUR TRULY LOCAL COMMITMENT

 

What’s this all about?

PenFinancial’s Truly Local Commitment to Niagara isn’t just about checking a box. We’ve truly drawn a line in the sand and are putting our money where our mouth is.

One of the ways we’ve decided to do this is by offering non-profits in Niagara a banking relationship that was built specifically for you.

 

Primary features

 

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Chequing Accounts

  • Zero transaction fees, because we know that every penny counts!
  • Zero cash and coin fees
  • FREE Online Banking– with two-signor functionality
  • Dedicated Account Managers that live and work exclusively in Niagara
 

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Investments

  • Competitive GICs that are customized to your organizations cash flow needs
  • Don’t need customization? PenFinancial Non-Profit Account holders always have access to our best personal GIC rates
 

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Other Benefits

  • Have a sponsorship request? By banking with PenFinancial, we prioritize our sponsorship requests with our Members in mind. 
  • Access to the Bob Watson Community Room. Our community room on Fourth Avenue was created to provide non-profits a free space to use.
 

Our Commercial Team

Ryan Campbell
Ryan Campbell
Senior Commercial Account Manager

905-734-1905 x1205
ryan.campbell@penfinancial.com

Amy Chiz
Amy Chiz
Vice-President, Commercial Services

905-734-1905 x1204
amy.chiz@penfinancial.com

Darren DiMarco
Darren DiMarco
Senior Commercial Account Manager

905-734-1905 x1209
darren.dimarco@penfinancial.com

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Linda Ingham
Credit Services Support

905-734-1905
linda.ingham@penfinancial.com

Sarah Rodger
Sarah Rodger
Credit Services Specialist

905-734-1905 x1201
sarah.rodger@penfinancial.com

Penny Smith
Penny Smith
Credit Services Support

905-734-1905 x1208
penny.smith@penfinancial.com

Delasi Tay
Delasi Tay
Commercial Analyst

905-734-1905 x1203
delasi.tay@penfinancial.com

 

Why bank with PenFinancial?

Because our banking relationships allow us to give back to organizations like yours!

  • We are proud to be a truly local Credit Union – it’s not just words it’s in our name.
  • We have over 20,000 members, over $500 million in assets, we are growing with sustainability top of mind.
  • Invest with confidence. Local organizations have chosen to invest anywhere from $50,000 to $15 million in our GIC products.
  • We’re committed to reinvesting a portion of our profits back into the Niagara community each year.
  • We’re a Champion Level Living Wage Employer and proud to be a B Corporation.
  • 100% of Wealth Advisors have Responsible Investing Specialist designations.
 

Contact us to open a Non-Profit Account

Ready to set up an Account that matches your mission statement and your daily banking needs? Our Advisors are here to help.

Fill out the form or give us a call at 1-866-272-4275 and we can get you started today.

 

 
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PenFinancial Credit Union is a licensed credit union operating in, and under the laws of the province of Ontario.