Doing Good With Deposits
Are your clients interested in making an impact with their cash?
Might be time to find out!
Consider that 50% of your high-net-worth clients are likely to engage in some type of impact investing.
Others sit on boards of charitable organizations, are affiliated with endowments or foundations, and many simply donate to organizations that are meaningful to them. It may be a good time to talk to them about how doing good with deposits can quickly impact what's important to them.
There is no better place to start than with cash.
That's great!
Today, 50% of high-net worth individuals engage in some type of impact investing.
Whether it be mission-based or impact initiatives, they are looking to better align their financial strategies with their personal values and philanthropic goals.
There is no better place to start than with cash.
KEEP…Making an Impact
With KEEP Impact, clients not only earn a competitive rate while protecting their cash with up to $100 million in federal insurance, their deposits are seamlessly deployed into underserved communities across all 50 states that otherwise would not have access to a diverse and stable source of deposits. These institutions include:
Minority Depository
Institutions (MDIs)
Community
Development Financial
Institutions (CDFIs)
Low Income
Designated Credit Unions
Community Banks
Operating in Underserved
Communities*
*Counties that are most diverse, resource scarce, and have the highest concentration of minority-owned businesses as per U.S. Census data.
The Impact Difference
Responsible Money
Your clients want their capital to generate social good, not just returns. And when cash sits outside that mission, KEEP Impact helps to align capital with impact goals.
Value Driven Yield
Doing good with deposits creates value for hundreds of local communities. That value is what enables the Impact network to consistently generate an attractive yield.
Local Impact
Deposits reach financial institutions that serve small businesses, families, and farmers. Deposits help to create jobs, build infrastructure, homes, schools, and expand social programs.
Full Faith & Credit
100% of client deposits remain in the U.S. banking system, where they are put to work in local communities, all while maintaining liquidity and providing clients with up to $100 million in federal insurance per tax ID.