Support Solutions for Endowments

Endowment Support Solutions

We offer full-service support solutions that help you manage your endowment more efficiently and free up time for you to focus on what matters most—your mission. Our endowment solutions are delivered by experienced specialists and include:

  • Custody, reporting and tax-related services
  • Planned giving program administration and support
  • A full range of financial management services
To speak with a SunTrust representative call Jack Nichols at 202.879.6319.

Custody, reporting and tax-related services

Our custody solutions include:

  • Full-service safekeeping of assets
  • Execution and settlement of all trades
  • Custody and master custody services
  • Convenient online access to portfolio and transaction detail
  • A full range of standard reports produced on a regular basis
  • Customized reporting options
  • Referral to tax professionals who specialize in endowments
  • Assistance with preparing and filing of all required tax returns

Full-service solutions to fit your needs

We serve as a convenient single source for all your foundations financial services needs. Our services include:

  • Cash and payroll management
  • Fraud protection
  • Real estate financing and equipment leasing
  • Administration of 401(k) accounts and other employee benefit programs
  • Personal wealth management solutions

Planned giving solutions

We offer full-service solutions that simplify program management.

  • Assistance developing gift-acceptance guidelines and procedures
  • Receipt and processing of donor gifts
  • Administration of charitable remainder and lead trusts, charitable gift annuities and pooled income funds
  • Guidance on regulatory, compliance and governance issues
  • Regular communication with donors and stakeholders
  • Timely processing of income distributions

Accounting solutions for planned giving programs

In addition to our core planned giving services, we offer extensive accounting support, including:

  • Preparation of gift annuity fund accounting reports
  • Calculation of unitrust and pooled income fund valuations
  • Annual liability calculations for gift annuity programs
  • Preparation and mailing of tax-reporting information to donors and/or income beneficiaries
  • Assistance with state gift annuity registrations and reserve calculations
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.

© 2011 SunTrust Foundations and Endowments Specialty Practice are federally registered service marks of SunTrust Banks, Inc. SunTrust Institutional Investment Advisors, LLC is a registered investment adviser with the Securities and Exchange Commission, is a wholly owned subsidiary of SunTrust Banks, Inc. and provides portfolio strategy and manager selection advice to SunTrust Bank.

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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