Foundation Strategic Guidance


We are committed to providing expert guidance to help foundations advance their missions and achieve their strategic goals.

Whether your organization is private, corporate or family-based, our foundation strategy specialists draw on their extensive experience helping foundations of various types and sizes. We bring you ideas on best practices, helpful benchmarking tools, and insight that is relevant to your unique circumstances. We then work with you to translate those ideas into practical solutions that fit your needs and objectives.

What's more, we leverage multi-disciplined expertise from across SunTrust to assist you with everything from investment and spending policies to compliance and regulatory issues.

To speak with a SunTrust representative contact Jack Nichols at 202.879.6319.

Private foundation strategic guidance

Managing a private grant-making or operating foundation can be complex and time-consuming. We offer expert advice and services to help you:

  • Establish a new foundation
  • Create frameworks to gauge effectiveness
  • Develop investment and spending policies
  • Establish practical governance structures
  • Evaluate grant requests
  • Stay up-to-date on regulatory and tax issues
  • Find greater operational efficiencies

Corporate foundation strategic guidance

We offer expert guidance in a wide range of areas for company-sponsored foundations. We can assist you with:

  • Establishing a new foundation
  • Creating frameworks to gauge effectiveness
  • Developing investment and spending policies
  • Establishing practical governance structures
  • Evaluating grant requests
  • Staying up-to-date on regulatory and tax issues
  • Finding operational efficiencies

Family foundation strategic guidance

For families and individuals who are considering starting, or have already started, a philanthropic foundation, we offer expert advice to assist you with:

  • Establishing a new foundation
  • Creating frameworks to gauge effectiveness
  • Developing investment and spending policies
  • Establishing practical governance structures
  • Evaluating grant requests
  • Staying up-to-date on regulatory and tax issues
  • Setting up efficient operations
Disclaimers

Banking and trust products and services are provided by SunTrust Bank. SunTrust Bank may use or offer the services of affiliate companies as well as third party entities to achieve your banking and investment objectives. Where applicable, any affiliations and all pertinent provider information will be disclosed in accompanying agreements and prospectuses. SunTrust Bank, SunTrust Foundations and Endowments Specialty Practice and their affiliates, directors, officers, employees and agents (collectively, "SunTrust") are not permitted to give legal or tax advice. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction or investment plan.

These materials are educational in nature. The implications and risks of a transaction may be different from client to client based upon each client’s unique financial circumstances and risk tolerances. The perspective presented herein was prepared for institutional clients and prospective institutional clients of SunTrust. This material may not be suitable for others and should not be redistributed. Neither SunTrust nor any affiliates make any representation or warranties as to the accuracy or merit of this perspective for individual use. Comments and general market projections are based on information available at the time of writing and believed to be accurate; are for informational purposes only, are not intended as individual or specific advice, may not represent the opinions of the entire firm and may not be relied upon for future investing. The information provided in this report should not be considered a recommendation to purchase or sell any particular security. Investors are advised to consult with their investment professional about their specific financial needs and goals before making any investment decisions. Past returns are not indicative of future results.

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