Lift Investing works with businesses and agencies to move their banking accounts and investments into actively lending Community Banks in our program. Getting these businesses and agencies to adopt our locally implemented fiscal targeting policies creates long-term relationships for our banks because these partners understand the economic benefit of moving their dollars into local institutions and keeping those relationships long-term.

Our “held here, lent here” message and programs are resonating everywhere. This is why we have successfully worked with businesses and agencies who have permanently moved their funds into our Community Banking partners to: 1) support keeping dollars in their local economy and 2) support the economic growth realized when those banks lend to local businesses.

Businesses and agencies understand that, “you track what you value.” Lift Investing works with these partners on simple and attainable lending goals within communities for the deployment of loans. Additionally, we provide a transparent and simple reporting software the performance of those goals.  This reinforces the advantage and benefits of continuing to bank locally – which is why we’ve been so successful in continuing to grow this program and getting our public and private partners to bring more and more funds locally.

Every Community Bank is different. Some are inclined to take only business banking accounts, some want agency banking accounts, some want agency investment accounts, and others want all of these and more. This is why we offer a menu of options for programs tailored to support your Community Bank.

Contact us to learn about our programs in these areas:

  • Private Sector Banking Accounts Program – bringing the banking accounts of businesses, foundations, non-profits, and other ventures into your community bank.
  • Public Sector Banking Accounts Program – bringing the banking accounts of cities, school districts, special districts, and joint powers authorities into your community bank.
  • Public Sector Investment Program – bringing the investments (CD’s, Money Market Accounts, etc.) from cities, counties, school districts, special districts, and joint powers authorities into your community bank.
  • Private Sector Investment Program – bringing the investments (CD’s, Money Market Accounts, etc.) from businesses, foundations, non-profits, and other ventures into your community bank.