charitable trust, charitable remainder trust, develop and implement strategies, Donor-advised funds

Charitable Trusts

Philanthropy is often an important aspect of wealth planning. Your SunTrust Private Wealth Management advisor can help you develop and implement strategies that take advantage of tax benefits while supporting the causes you care about.

If philanthropy is a value you wish to pass on to future generations, we can also work with you to educate and involve your family in your charitable endeavors.

There are several ways to formalize your charitable giving, including:

  • Donor-advised funds are a relatively simple and cost-effective vehicle for granting funds to charities, educational institutions and other nonprofit organizations.
  • Charitable remainder trusts allow you to gift assets to a charitable organization—and receive the tax benefit—while still collecting income on those assets during your lifetime.
  • Charitable lead trusts are essentially the inverse of charitable remainder trusts, with the income generated by the trust going to charitable organizations. When you pass away, the assets in the trust go to your heirs.
  • Private foundations can be set up as non-operating foundations that make grants to other organizations. While generally more expensive to operate, they may offer more flexibility than charitable trusts.
Your Private Wealth Management advisor can help you structure a giving plan that makes the most sense for your objectives and circumstances.

Contact Us

To speak with a Private Wealth Management advisor:

  • 866.495.5416

Investment and Insurance Products:

  • Are Not FDIC or any other Government Agency Insured
  • Are Not Bank Guaranteed
  • May Lose Value

© 2015 SunTrust Banks, Inc.

Equal Housing SunTrust Bank is an Equal Housing Lender. Member FDIC.

Equal Housing Equal Housing Lender. SunTrust Mortgage, Inc.

SunTrust, SunTrust Mortgage, SunTrust Mobile Banking, SunTrust PortfolioView, SunTrust Robinson Humphrey, SunTrust Premier Program, AMC Fund Select, AMC Pinnacle, AMC Premier, Access 3, Signature Advantage Brokerage, Custom Choice Loan and Sure Pay are federally registered service marks of SunTrust Banks, Inc. SunTrust SummitView are service marks of SunTrust Banks, Inc. All other trademarks are the property of their respective owners.

Services provided by the following affiliates of SunTrust Banks, Inc.: Banking and trust products, including investment advisory products and services, are provided by SunTrust Bank, member FDIC; securities, insurance (including annuities), and other investment products and services are provided by SunTrust Investment Services, Inc.; investment advisory products and services are offered by SunTrust Investment Services, Inc.; mortgage products and services are provided by SunTrust Mortgage, Inc.

SunTrust Mortgage, Inc. - NMLS #2915, 901 Semmes Avenue, Richmond, VA 23224, toll free 1-800-634-7928 CA: licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act, IL: Illinois Residential Mortgage Licensee #MB-989, Department of Financial and Professional Regulation, 100 W. Randolph, Suite 900, Chicago, Illinois 60601, (312) 793-1490, MA: Mortgage Lender license #-ML-2915, NH: licensed by the New Hampshire Banking Department, NJ: Mortgage Banker License - New Jersey Department of Banking and Insurance, and RI: Rhode Island Licensed Lender.

"SunTrust Advisors" may be officers and/or associated persons of the following affiliates of SunTrust Banks, Inc.: SunTrust Bank, our commercial bank, which provides banking, trust and asset management services; SunTrust Investment Services, Inc., an SEC registered investment adviser and broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products, and other investment services.

SunTrust Private Wealth Management, International Wealth Management, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by SunTrust Banks, Inc. and SunTrust Investment Services, Inc.

SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of SunTrust Banks, Inc. and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRA and SIPC.