By 1808Delaware
Union Bank has deepened its commitment to serving nonprofits in Central Ohio with a new set of financial planning and investment options. A partnership with Savage and Associates, backed by Osaic, Inc., now gives nonprofits access to an expanded portfolio of investment products and personalized strategies. The move connects local organizations with advisors who understand the balance between long-term fund growth and community-focused missions.
For many nonprofits managing endowments, operational funds, or capital campaigns, these tools provide a stronger foundation for financial sustainability. Tailored strategies ensure organizations can maximize their resources while staying aligned with their missions.
Ongoing Community Support
The bank’s growth in investment services builds on a longstanding tradition of supporting nonprofits directly. In 2024 alone, Union Bank worked with more than 200 community organizations, contributing over $344,000 in financial support and logging more than 2,500 volunteer hours.
Beneficiaries ranged from Habitat for Humanity to Family Promise, as well as food and shelter initiatives across Central Ohio counties. These efforts reflect Union Bank’s philosophy that financial partnership extends beyond banking to active community involvement.
Commitment to Partnerships
Union Bank emphasizes relationship-driven support, blending professional financial services with hands-on participation in community development. This dual approach has positioned the bank as a trusted ally for nonprofits seeking both financial expertise and genuine collaboration.
Delaware County Presence
For over 17 years, Union Bank has served Delaware County from its Lewis Center branch at 30 Coal Bend. The office connects local nonprofits and businesses with banking and financial solutions tailored to community needs, continuing the bank’s focus on both local growth and regional impact.
Looking Ahead
With expanded investment products, personalized advisory services, and a strong record of local engagement, Union Bank is reinforcing its role as a partner to the nonprofit community. The combination of financial expertise and active community support highlights a strategy built on trust, relationships, and long-term commitment.
