educational institution financial services, Educational Institutions

Educational Institutions

As an educational institution, you face a unique combination of financial challenges. You need to manage your endowment wisely; you need financing solutions for capital projects; and you need effective planned giving support. At the same time, you require many of the same treasury services as a for-profit business.

At SunTrust, and STI Institutional & Government, a SunTrust subsidiary, we understand the many challenges you face. Whether you are a public, private or independent educational institution—from pre-K to higher education and even medical school—our team of experienced financial professionals will work closely with you to provide the financial solutions that fit your specific needs.

  • Investment Advisory
    We will help you design an investment plan that fits your performance objectives, risk tolerances and operational needs, based on an open-architecture approach focused on the best investment choices for you.
  • Endowment Strategic Guidance
    We help you manage the many facets of endowment stewardship and guide you on key strategic decisions to advance your institutional mission.
  • Endowment Support Solutions
    An effectively-managed planned giving program can help you achieve your goals and meet donors’ varied needs. Our expert advisors will assist you with everything from developing gift acceptance guidelines and procedures to administering charitable remainder and lead trusts, charitable gift annuities and pooled income funds.

If you need financing solutions for a building expansion, a technology upgrade or other capital projects, we will work with you to evaluate various funding options, including tax exempt and taxable loans, treasury and cash management services, bonds, and leasing options. Our advisors have decades of experience and will help you secure the funds you need on terms that are right for your institution.

For more information
In Maryland, Virginia, West Virginia and Washington D.C., contact Vince Wesley at 202.879.6014.
In Georgia, contact Joe Arnold at 404.588.8265.
In Florida, contact Jeff Goodwin at 407.237.4899.
In North Carolina, South Carolina and Tennessee, contact Pat Campbell at 615.748.5521.

Securities, Investment and Insurance Products and Services:

  • Are Not FDIC or any other Government Agency Insured
  • Are Not Bank Guaranteed
  • May Lose Value

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