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We help you pursue your mission and achieve your objectives.

SunTrust's in-depth expertise and broad experience serving foundations and endowments sets us apart. We offer sophisticated solutions and services tailored to fit your organization’s unique needs. And we’ll give you highly personalized attention, putting your issues and objectives at the center of all we do.

Strategic guidance

We help you pursue your mission and achieve your objectives through the establishment of:

  • Tailored investment, spending and gift acceptance policies
  • Effective endowment and foundation governance structures
  • Regular strategy and performance reviews

Investment advisory

We understand that a sound investment plan is critical to advancing your mission. We help you achieve your investment objectives through:

  • Well-crafted asset allocation strategies
  • Custom-designed portfolios
  • Conscientious manager selection
  • Proactive and diligent oversight

Support Solutions

Increasing administrative efficiencies gives you more time to focus on your mission. We help free up your resources through:

  • Foundation and endowment management support
  • Planned giving programs
  • Custody and reporting services
  • Tax and compliance support
  • Full spectrum financial solutions

Financial management

We help foundations and endowments manage their finances more effectively with:

  • Cash and payroll management
  • Real estate financing and equipment leasing
  • Administration of 401(k) accounts and other employee benefit programs
  • Personal wealth management services

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 Education Specialty Practice 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.

© 2015 SunTrust Education Specialty Practice is a federally registered service mark of SunTrust Banks, Inc.

Resource Center

  • Looking a Gift-Horse in the Mouth

    Because each individual nonprofit has a unique mission and goals, the provisions of their gift acceptance policies also need to be distinct. Once you establish your policy, periodically review it to ensure it remains aligned with your mission, risk profil

  • The Dynamic Investment Policy Statement

    Your goal is to provide investment guidance that is closely aligned with your foundation’s governance and investment philosophy. However, overly prescriptive investment policy statements can restrict decision makers from pursuing the best interests of the

  • 4 Strategies to Mitigate Unnecessary Endowment Risk

    Nonprofits should always consider the old adage that the best time to buy an umbrella is when the sun is shining. Portfolio uncertainty and the prospect of significant losses have the potential to reverberate throughout your organization for years to come

  • 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 th

  • Podcast: Why Diversification Is Still the Right Approach

    Research and market experiences typically suggest that a diversified portfolio optimizes investors’ chances of meeting their goals. Is diversification still the right approach in today’s market?

  • PhoneFoundations and Endowments
    866.223.1499

    PhoneBusiness Contact Center
    866.476.1460

    Phone24-Hour Automated Assistance
    800.SUNTRUST

    PhoneOnline Cash Manager
    800.382.3232

    PhoneFraud-Related Issues
    866.495.5411

  • Business Contact Center
    866.476.1460

  • 24-Hour Automated Assistance
    800.SUNTRUST

  • Online Cash Manager
    800.382.3232

  • Fraud-Related Issues
    866.495.5411

  • Client Services
    866.448.6394 - Use this number for all states

  • Loan Servicing
    888.461.8862

  • Payroll Card Account Servicing
    800.249.2226

  • Treasury Technical Support
    877.785.6925

  • For details about Wire Transfers with SunTrust, call 800.947.3786

    SunTrust Incoming wire instructions:

    • For Domestic incoming wire use Routing ABA: 061000104
    • For International incoming wire use SWIFT/BIC: SNTRUS3A
    • Beneficiary account number: SunTrust full account number
    • Beneficiary name: The name as it appears on the SunTrust account


    SunTrust Incoming wire instructions are also available by calling: 800.947.3786 - option 1