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 with a SunTrust representative call Jack Nichols at 202.879.6319.

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, SunTrust Institutional Investment Advisors, LLC 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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