SunTrust foundations, SunTrust endowments, About Foundations & Endowments

Foundation and Endowment Team

At SunTrust, we understand that foundations and endowments face unique opportunities and challenges. Our commitment to assisting you has led us to establish a team of foundation and endowment experts focused exclusively on supporting your needs.

We have extensive experience advising organizations like yours. Many of our foundation and endowment specialists have previously worked in the nonprofit sector themselves, and have in-depth knowledge of the issues you face. Combined with the wide range of services and personal attention we provide, our foundation and endowment team has the unique ability to help you pursue your mission and achieve your goals.

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

What is our mission?

SunTrust gives foundations and endowments the support and services they need to advance their mission and achieve their objectives.

Who do we serve?

Our specialty practices serve the needs of private foundations, including corporate and family foundations, and endowments, such as educational institution endowments.

SunTrust provides sophisticated advice and services for many other nonprofit and public sector clients such as charitable groups, associations, governments, municipalities and nonprofit healthcare organizations.

What do we offer?

Our foundation and endowment specialists provide strategic guidance along with a complete array of investment advisory and financial management services. We also furnish full-service administrative support.

Why are we different?

SunTrust's in-depth expertise and broad experience serving the foundation and endowment sector sets us apart. We offer sophisticated solutions and services tailored to fit each client's needs. And we give every client personalized attention. SunTrust puts your issues and objectives at the center of all we do.

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
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  • May Lose Value

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