Proactive Strategic Collaboration

An unparalleled client experience

What distinguishes our client relationships and allows them not only to endure but to thrive? Each and every one is:

Guided
We ensure that everyone at the table is on board for the journey ahead. We listen and lead with advice.

Transparent
We accomplish more and work faster by being transparent. It's a team value..

Disciplined
We use a clearly defined, repeatable process to onboard and service relationships. In how we work and how we approach the markets, we adhere to a controlled behavior to anticipate what's ahead.

Authentic
We love what we do and it shows.

We assemble a dedicated relationship and investment management team who work with you to set measurable expectations and then do everything in their power to exceed them – uncovering solutions together by listening intently, asking critical questions and offering guidance in a way that is proactive and genuine.

Customized administrative solutions to fulfill your fiduciary duty

Working as an extension of your team we provide:

  • Planned Giving
    • Charitable Gift Annuity, Charitable Trust & Pooled Income Fund administration
    • Annuitant / beneficiary distribution processing
    • Liability & state reserve calculations
    • Tax reporting
  • Foundation Administration
    • Governance and strategic planning
    • Grants management
    • Regulatory compliance
    • Corporate trustee services
    • Succession planning
  • Custody and Fund Accounting
    • Master custody services
    • Safekeeping of domestic & international assets
    • Settlement of trades, income collection, & corporate reorganization processing
    • Consolidated reporting solutions
    • Electronic transfer of data for reconciliation
    • Customized reporting and fund accounting
    • Physical and online account statements
    • Serve as custodian or trustee
    • Online access
    • Real estate & closely-held investment services
    • Gift clearing

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.

Along with strong fiscal management and a commitment to maintaining a positive cash flow, one of the most effective methods for ensuring adequate resources to fund capital projects or meet working capital needs without subjecting your organization to excessive borrowing costs is by securing a collateralized term loan or line of credit.

 

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Want to explore more Foundations & Endowment resources?

Foudantions & Endowments Resource Center >

Foundations & Endowments Resource Center

Investment and Insurance Products:

Are Not FDIC or any other Government Agency Insured   Are Not Bank Guaranteed  May Lose Value 

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Services provided by the following affiliates of SunTrust Banks, Inc.: Banking products and services are provided by SunTrust Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank, SunTrust Delaware Trust Company and SunTrust Banks Trust Company (Cayman) Limited. Securities, brokerage accounts and insurance (including annuities) are offered by SunTrust Investment Services, Inc., a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by SunTrust Advisory Services, Inc., a SEC registered adviser. GFO Advisory Services, LLC is a SEC registered investment adviser that provides investment advisory services to a group of private investment funds and other non-investment advisory services to affiliates. Mortgage products and services are provided by SunTrust Mortgage, Inc.

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SunTrust Private Wealth Management, International Wealth Management, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups and GenSpring are marketing names used by SunTrust Bank, SunTrust Banks Trust Company (Cayman) Limited, SunTrust Delaware Trust Company, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc.

SunTrust Bank and its affiliates do not accept fiduciary responsibility for all banking and investment account types offered. Please consult with your SunTrust representative to determine whether SunTrust and its affiliates have agreed to accept fiduciary responsibility for your account(s) and if you have completed the documentation necessary to establish a fiduciary relationship with SunTrust Bank or an affiliate. Additional information regarding account types and important disclosures may be found at www.suntrust.com/investmentinfo.

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.