For the latest Beneficial State reports and publications, please click on the links below!


Impact Report Cover

“For ten years, we have provided fair and transparent banking services to help people and organizations align their money with their values. We are pleased to provide detailed information on our ownership and profit-sharing, our lending practices, our products and services, and our corporate practices and principles. Whether used to scrutinize how well we are aligned with your values or to benchmark other financial institutions for the same, we offer the data as transparently as we possibly can and welcome your feedback.”

~ Kat Taylor | CEO, Co-Founder

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