Not for profit

Overview

With a specialist focus on the not-for-profit sector, we understand the challenges and the opportunities that you face everyday. Based on this specialist knowledge, we have developed tailored business banking solutions to suit your needs, including:

• Saving you time and money by streamlining the collection, receipting and reconciliation process of donations or memberships. Our payments systems integrate with most industry practice management software.*
• Providing a platform for your deposit and transactional banking needs with competitive interest rates.
• Online access to your statements, transaction processing and reconciliation through Active Banking, Macquarie’s signature online banking system.
• Providing a customised service, with your own dedicated Macquarie Relationship Manager who is proactively involved in the growth of your business.

 Talk to a bank that listens. Contact us on 02 8232 5799 or email

Transactional and deposit accounts

Peak performance from your cash reserves

Fast, efficient banking with greater control means you can spend more time focussing on your charitable cause or your industry members and less time on your banking.

Our online banking system, Active Banking, allows you to manage your accounts easily and securely from any location, with the ability to make multiple streamlined payments and set up different access levels for authorisation within your team.

Why bank with Macquarie?

• Get a competitive rate of return on surplus cash with our at-call and term deposits.
• Manage your accounts easily and securely with a range of enhanced features such as Electronic Funds Transfer (EFT), process group payments like regular salary payments via file upload, future dated single payments, recurring payments and BPAY®.
• Easy online access to your records with online statements as far back as the account opening date in an easy-to-read, audit-compliant format.
• Get greater security and control by selecting the level of access per user, such as how many people and who is required to authorise transactions.
• Safe, reliable merchant services allowing you to offer your clients payment by credit card, charge card or debit card using a handheld wireless merchant terminal or online merchant service.
• Your Relationship Manager is a not for profit industry expert who is with you for the long term. You will have direct phone access to them, and as they only work with a small portfolio of clients you can expect them to take the time to work with your business.

More information

• Contact us on 02 8232 5799 or email
• Read the Product Disclosure Statement dated 20 March 2013.

 

Managing payments

Lighten your donor and member payment workload

Integration with your management software 
Manage your regular donations or memberships more efficiently and reduce administration time and effort.

Our tailor made payment facilities are available for your business and integrate with your database management software so you can manage high payment volumes effortlessly.

Easier payment collection and reporting 
Macquarie’s payment and transaction processing capability (through DEFT) provides our difference in the market.

DEFT has the ability to handle large volume transactions which charities and associations regularly manage.

DEFT streamlines and automates member payments or donation processing and provides easy and efficient reconciliation of payments by consolidating funds for settlement. Clarity is offered across all campaign or donation sources with a single source for reporting.

Active Banking
Active Banking is our online banking system. View and control all your donations or memberships in one place, with the features you need including:

• EFT (Electronic Funds Transfer) payments
• donations or member payments
• BPAY® payments
• access to online transaction archives for ten years
• bulk member donations or memberships.

Tailored BPAY payment solutions help you automatically manage the reconciliation of donations or memberships from your management software.

Donations or memberships can be made online at the click of a button. This reduces costly cheque processing, administration costs and the potential for cheque fraud.

More information

• Contact us on 02 8232 5799 or email
• Read the Product Disclosure Statement dated 20 March 2013.

Investments

Drawing on the strength and expertise of the wider Macquarie Group, we are also able to provide a longer term financial and wealth management focus through Macquarie Private Wealth.

Macquarie Private Wealth has significant experience in providing investment management services and wealth advisory solutions to not for profit organisations across Australia.

Macquarie Private Wealth specialises in providing individual advice and building customised portfolios to assist organisations to maximise their opportunities in accordance with their investment policy.

More information

• Contact us on 02 8232 5799 or email

 

Software integration

DEFT, our tailor made payments system, is designed to be compatible with the software of most leading not for profit organisations.

Upon integration, you can view all transactions in your administrative systems and access immediate and accurate reports for donor payments or member payment collections.

When you open your business account with us, our expert team can manage the software integration with your provider. We’ll also provide training and assistance you need, including communication advice to your clients and suppliers and ongoing support.

Your Macquarie Relationship Manager is your dedicated point of contact for all day-to-day enquiries.

More information

• Contact us on 02 8232 5799 or email