SunTrust Bank Home SunTrust Bank Home
h2

The Dynamic Investment Policy Statement

h2

How to craft an IPS that is responsive to change

Share current LOB: commercial-corporate-banking
/Static/RC/Images/Featured/FE_Dynamic-IPS_Image704x343.jpg

For more information contact your SunTrust relationship manager, call us at 866.223.1499, or visits us at www.suntrust.com/nonprofitinsights.

Disclaimers

This content does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.


Related Content

  • FE Whitepaper Planned Giving Image Meeting

    Ensuring the Future of Your Nonprofit Through Planned Giving

    Being thoughtful and strategic in building a planned giving program alleviates concern and establishes an appropriate structure that aligns with your organization’s purpose, needs and objectives. To start, become proficient in planned giving basics and the functions of various giving vehicles. Take time to carefully analyze your current donor base to determine the potential opportunity for split interest arrangements. Finally, garner organizational buy-in and begin to create the necessary marketing and administration infrastructure.

  • Podcast: Balancing Income and Boosting Your Endowment

    Quanda Allen, First Vice President for SunTrust’s Foundations and Endowments Specialty Practice, explains what nonprofit organizations should consider when structuring their income streams for maximum efficiency.

  • Podcast: Creating an Endowment Spending Policy

    Establishing an effective spending policy for a foundation or endowment means balancing current and future needs. Listen to this podcast for best practices for creating a sustainable spending policy that serves your institutional mission.

  • Formalizing Philanthropy White Paper

    Formalizing Philanthropy

    SunTrust Foundations and Endowments Specialty Practice, provides things to consider before deciding on which option is best for formalizing philanthropy.