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Nonprofit investment solutions to help achieve your institution's goals.

Our foundation and endowment investment advisory solutions are driven by your performance objectives, risk tolerances and operational needs. We employ an open architecture approach, without any bias toward particular products or providers. Our experienced investment professionals partner closely with you at every stage, from initial consultation to ongoing portfolio oversight, to help you achieve your goals.

We work closely with you every step of the way

We draw on our expertise in nonprofit investing to provide you with:

  • In-depth needs assessment
  • Development of new investment policies and review processes
  • Review and refinement of existing investment policies
  • Customized asset allocation strategies
  • Thoughtful and deliberate manager selection
  • Conscientious and rigorous due diligence
  • Timely adjustments and proactive communication

We take the long view, and your view

We provide sound, unbiased investment management advice that takes a long-term view of your investment goals and always puts your interests first. We diligently focus on providing portfolio recommendations that are tailored to your unique requirements and risk parameters and that deliver ongoing, consistent performance compared to appropriate benchmarks. We are deeply committed to ensuring your mission and objectives are well served.

Your investment objectives always come first

Our advisory process includes:

  • An open, objective approach that excludes any bias towards particular solutions or providers
  • Recommendations tailored to your unique situation and goals
  • High-level attention and close collaboration at every stage
  • Selection of the best managers for your strategy
  • Constant vigilance over market trends and regulatory issues
  • Active commitment to timely adjustments and communications

Our commitment to serve you is ongoing

We offer a complete array of investment support services to assist you with administration of your assets, and to help you evaluate your portfolio’s performance against appropriate benchmarks:

  • Custody and master custody services
  • Specialized reporting services beyond standard reports
  • Regular performance and relationship reviews
  • Convenient online access to a broad array of detailed information

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 Foundations and Endowments 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 Foundations and Endowments Specialty Practice are federally registered service marks 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?

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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