educational institution financial services, Educational Institutions

Educational Institutions

As an educational institution, you face a unique combination of financial challenges. You need to manage your endowment wisely; you need financing solutions for capital projects; and you need effective planned giving support. At the same time, you require many of the same treasury services as a for-profit business.

At SunTrust, and STI Institutional & Government, a SunTrust subsidiary, we understand the many challenges you face. Whether you are a public, private or independent educational institution—from pre-K to higher education and even medical school—our team of experienced financial professionals will work closely with you to provide the financial solutions that fit your specific needs.

  • Investment Advisory
    We will help you design an investment plan that fits your performance objectives, risk tolerances and operational needs, based on an open-architecture approach focused on the best investment choices for you.
  • Endowment Strategic Guidance
    We help you manage the many facets of endowment stewardship and guide you on key strategic decisions to advance your institutional mission.
  • Endowment Support Solutions
    An effectively-managed planned giving program can help you achieve your goals and meet donors’ varied needs. Our expert advisors will assist you with everything from developing gift acceptance guidelines and procedures to administering charitable remainder and lead trusts, charitable gift annuities and pooled income funds.

If you need financing solutions for a building expansion, a technology upgrade or other capital projects, we will work with you to evaluate various funding options, including tax exempt and taxable loans, treasury and cash management services, bonds, and leasing options. Our advisors have decades of experience and will help you secure the funds you need on terms that are right for your institution.

For more information
In Maryland, Virginia, West Virginia and Washington D.C., contact Vince Wesley at 202.879.6014.
In Georgia, contact Joe Arnold at 404.588.8265.
In Florida, contact John Batcho at 407.237.4899.
In North Carolina, South Carolina and Tennessee, contact Pat Campbell at 615.748.5521.

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 PortfolioView, SunTrust Robinson Humphrey, SunTrust Premier Program, AMC Pinnacle, AMC Premier, Access 3, Signature Advantage Brokerage, Custom Choice Loan and SunTrust SummitView are federally registered 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, IL 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.