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Deep expertise. Personal commitment. Tailored solutions.

We are a specialty practice within SunTrust, wholly dedicated to serving the unique strategic, financial and administrative needs of:

  • Private, independent and community foundations
  • Colleges and universities
  • Healthcare foundations, senior centers and not-for-profit hospitals 
  • K-12 independent schools
  • Human service agencies
  • Municipalities
  • Member and industry associations
  • Cultural institutions 
  • Churches

 

Our aim is simple: to help amplify your organization's impact through long-term, sustainable growth strategies and solutions.

For more than a century, SunTrust has been delivering on that promise and distinguishing ourselves through:

Deep Not-for-Profit Expertise
Our tenured team averages over 20 years serving not-for-profits.
Proactive Strategic Collaboration
As true partners, we'll help streamline and improve governance and performance.
Investment Advisory and Administration
Independent, conflict-free fiduciary investment advice delivered in a disciplined, repeatable, and consistent manner.

Want to learn more about SunTrust's Foundations and Endowments Specialty Practice?

Call us at 866.223.1499 to explore our full range of capabilities, or to schedule an in-person meeting with one of our specialists.

Want to explore more Foundations & Endowment resources?

Foundations & Endowments Resource Center >

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?

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  • 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