Banking That Tracks Your Grants and Donations

Banking1 That Tracks Your Grants and Donations

Banking That Tracks Your Grants and Donations

Holdings1 keeps grants, donations, and team spending organizedautomatically.

Made for nonprofits of every size and mission. Stay organized, audit-ready, and focused on impactwithout spreadsheets.

Holdings1 keeps grants, donations, and team spending organized—automatically. Made for nonprofits of every size and mission.

Holdings1 keeps grants, donations, and team spending organized—automatically. Made for nonprofits of every size and mission. Stay organized, audit-ready, and focused on impact—without spreadsheets.

Built for: Human Services | Faith-Based | Arts & Culture | Education | Associations

Built for: Human Services | Faith-Based | Arts & Culture | Education | Associations

Built for: Human Services | Faith-Based | Arts & Culture | Education | Associations

  • Application Approved

    Welcome to Holdings!

  • Account Funded

    Funds have been added to your account!

  • New Card Added!

    New debit card added to your account.

  • Welcome to Holdings Accounting!

    Effortless accounting that is updated as you go.

  • Message from your bookkeeper

    Your books are now closed and up to date—let me know if you have any questions!

  • Personal Account Created

    Personal and business in the same place

  • Application Approved

    Welcome to Holdings!

  • Personal Account Created

    Personal and business in the same place

  • New Card Added!

    New debit card added to your account.

  • Application Approved

    Welcome to Holdings!

  • Account Funded

    Funds have been added to your account!

  • New Card Added!

    New debit card added to your account.

  • Welcome to Holdings Accounting!

    Effortless accounting that is updated as you go.

  • Message from your bookkeeper

    Your books are now closed and up to date—let me know if you have any questions!

  • Personal Account Created

    Personal and business in the same place

  • Application Approved

    Welcome to Holdings!

  • Personal Account Created

    Personal and business in the same place

  • New Card Added!

    New debit card added to your account.

1 Holdings is a financial technology company and is not a bank. Banking services are provided by i3 Bank, Member FDIC. The Holdings Visa Debit Card is issued by i3 Bank pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted.

1 Holdings is a financial technology company and is not a bank. Banking services are provided by i3 Bank, Member FDIC. The Holdings Visa Debit Card is issued by i3 Bank pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted.

What we do best

What we do best

We’re built for nonprofits—whether you’re tracking one grant or juggling dozens. With Holdings, you can:

We’re built for nonprofits—whether you’re tracking one grant or juggling dozens. With Holdings, you can:

  • Collect Revenue

    Coming Soon

  • Grow Funds
  • Spend Safely
  • Board-Ready Reports
  • Close Books
  • Track Programs
  • Collect Revenue

    Coming Soon

  • Grow Funds
  • Spend Safely
  • Board-Ready Reports
  • Close Books
  • Track Programs

Every Dollar Direct to Your Mission—No Surprises, No Strings.

With Holdings, you never have to explain a surprise fee2 to your board, hunt for minimums, or reconcile bank charges come audit time.

  • Leadership ensures that every donation supports the mission.

  • Boards see clean, fee-free statements—nothing to hide, nothing lost to busywork.

  • Auditors get less clutter and fewer questions.

  • Staff can focus on doing good, not fighting fine print.

“We can show every dollar going straight to our programs, and that gives our leadership and funders real peace of mind.” — Board Treasurer, Education Nonprofit

Every Dollar Grows—Every Day.

Holdings earns your nonprofit an industry-leading 2%3 on every balance, every day, with no lockups or limits—and up to $3 million FDIC insurance4 for peace of mind.

  • For leadership: Watch your mission reserves grow, hands-free.

  • For boards: See stronger stewardship in every report.

  • For auditors: Track yield and balances clearly—no tricky transfers or surprise statements.

  • For teams: Every fund, grant, or program earns the same, automatically.

“With Holdings, you don’t have to move money around to get great rates. Every dollar works harder, so you can do more good—easily, visibly, and with total transparency.” -Executive Director, Human Services Organization

2

%

APY

Confidence That Includes Everyone

For leaders: Protect your mission dollars.
For boards: Show stewardship with best-in-class controls.
For auditors: SOC compliance and clear records, every time.

Every Dollar Protected—Up to $3M FDIC

Safeguard your mission and donor trust with coverage twelve times higher than a standard bank. Boards and leadership know every grant and donation is protected.

Every Dollar Protected—Up to $3M FDIC

Safeguard your mission and donor trust with coverage twelve times higher than a standard bank. Boards and leadership know every grant and donation is protected.

Every Dollar Protected—Up to $3M FDIC

Safeguard your mission and donor trust with coverage twelve times higher than a standard bank. Boards and leadership know every grant and donation is protected.

Trusted By Nonprofits Nationwide

Thousands of organizations—big and small—choose Holdings to simplify finances and keep their teams aligned. Whether you’re presenting to your board or preparing for audit, you’re in good company.

Trusted By Nonprofits Nationwide

Thousands of organizations—big and small—choose Holdings to simplify finances and keep their teams aligned. Whether you’re presenting to your board or preparing for audit, you’re in good company.

Trusted By Nonprofits Nationwide

Thousands of organizations—big and small—choose Holdings to simplify finances and keep their teams aligned. Whether you’re presenting to your board or preparing for audit, you’re in good company.

Top-Tier Compliance, Always

Holdings meets the highest standards for data security (SOC compliant), so your finance team and auditors are always one step ahead—no surprises, no scrambling for documentation.

Top-Tier Compliance, Always

Holdings meets the highest standards for data security (SOC compliant), so your finance team and auditors are always one step ahead—no surprises, no scrambling for documentation.

Top-Tier Compliance, Always

Holdings meets the highest standards for data security (SOC compliant), so your finance team and auditors are always one step ahead—no surprises, no scrambling for documentation.

What makes us different?

What makes us different?

We make banking refreshingly simple, seamless, and truly supportive

We make banking refreshingly simple, seamless, and truly supportive

All your nonprofit finances, one simple login

All your nonprofit finances, one simple login

No more juggling disconnected tools or logging into five different platforms. With Holdings, you get a single, secure place to manage your nonprofit’s money.

Banking that just makes sense

Banking that just makes sense

Holdings is built for the real world of nonprofit finance—where you need to move fast, stay compliant, and keep every dollar accounted for. Our dashboard is clean, intuitive, and made for busy nonprofit leaders.

Holdings is built for the real world of nonprofit finance—where you need to move fast, stay compliant, and keep every dollar accounted for. Our dashboard is clean, intuitive, and made for busy nonprofit leaders.

Unlimited accounts, unlimited control

Unlimited accounts, unlimited control

Open as many virtual accounts as you need—by grant, program, fund, or event. Instantly know where every dollar is going, and keep your funds organized for clear stewardship and reporting.

  • Segmentation without spreadsheets: track restricted and unrestricted funds automatically.

  • Perfect for organizations managing multiple grants or programs.

Get support when you need it

Get support when you need it

Questions after hours? Need help with a tricky grant report? Our team is here for you—by text, email, or call.

Questions after hours? Need help with a tricky grant report? Our team is here for you—by text, email, or call.

Welcome to Holdings FAQ!

Everything you need to know about how we help nonprofits simplify their finances and amplify their impact.

Everything you need to know about how we help nonprofits.

Everything you need to know about how we help nonprofits.

How is Holdings different from a traditional bank?
How does Holdings help us track grants and restricted funds?
Can I open multiple accounts for different programs or funds?
Can Holdings help with grant reporting and audits?
What does Holdings cost?
Is our money safe with Holdings?
What kind of support do you offer?
How is Holdings different from a traditional bank?
How does Holdings help us track grants and restricted funds?
Can I open multiple accounts for different programs or funds?
Can Holdings help with grant reporting and audits?
What does Holdings cost?
Is our money safe with Holdings?
What kind of support do you offer?
How is Holdings different from a traditional bank?
How does Holdings help us track grants and restricted funds?
Can I open multiple accounts for different programs or funds?
Can Holdings help with grant reporting and audits?
What does Holdings cost?
Is our money safe with Holdings?
What kind of support do you offer?

Every nonprofit is unique.

Let’s talk about your mission and how Holdings can help—Schedule a quick call or send us a message. We’re here to help you do more good, with less hassle.

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Sign up for Good Growth

The nonprofit newsletter with the insights you actually need

Stay in the know with the latest nonprofit news, funding updates, compliance tips, and financial insights in plain English. Just real talk for real impact.

Sign up for Good Growth

The nonprofit newsletter with the insights you actually need

Stay in the know with the latest nonprofit news, funding updates, compliance tips, and financial insights in plain English. Just real talk for real impact.