Strategic Guidance For Endowments

Endowment Strategic Guidance

We understand that stewardship of an endowment involves many complexities, stakeholders and requirements. Having an experienced, trusted expert to guide you on key strategic decisions can be critical to your ability to effectively pursue your mission.

Our specialists draw on their extensive experience helping endowments of various types and sizes to bring you ideas on best practices, helpful benchmarking tools and relevant insights tailored to your unique circumstances. We then work with you to translate those ideas into practical solutions that help you advance your mission and achieve your goals.

We offer strategic endowment advice to assist you with:

  • Building an endowment structure that meets the needs of both you and your donors
  • Developing effective gift-acceptance policies
  • Creating cohesion between investment, spending and gift-acceptance policies
  • Ensuring practical and effective governance and oversight
  • Balancing liquidity needs versus long-term capital planning
  • Staying abreast of regulatory and compliance issues
  • Finding efficiencies for administration of giving programs

To speak to a SunTrust representative call Stephen Yarbrough at 866.223.1499.


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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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