Foundation financial services, Support solutions

Foundation Support Solutions

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

  • Grant administration and management
  • Foundation management support
  • Custody and safekeeping services
  • Financial management services
To speak with a SunTrust representative contact Jack Nichols at 202.879.6319.

Grant management solutions

We offer full-service solutions that simplify grant management, including:

  • Assistance in developing grant guidelines and procedures
  • Online grant application acceptance and pre-qualification
  • Collection, review and qualification of all applications
  • Communication with all applicants and grantees
  • Distribution and ongoing monitoring of grants
  • Preparation and distribution of materials and activity reports for board and grants meetings

Foundation management support

In addition to our core grant management services, we offer strategic and tactical management support, such as:

  • Assistance with establishing missions and funding priorities
  • Participation in annual and strategic planning
  • Fiduciary and compliance support
  • Service as foundation trustee
  • Guidance on board development and succession planning
  • Management of front office operations
  • Scheduling, facilitation and documentation of meetings

Custody, reporting and tax-related services

Our custody solutions include:

  • Full-service safekeeping of assets
  • Custody and master custody services
  • Convenient online access to portfolio and transaction detail
  • Processing for all charitable distributions
  • A full range of standard reports produced on a regular basis
  • Customized reporting options
  • Referral to tax professionals who specialize in foundations
  • 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 financial management needs. Our Foundations Financial 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
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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