What distinguishes our client relationships and allows them not only to endure but to thrive? Each and every one is:
We ensure that everyone at the table is on board for the journey ahead. We listen and lead with advice.
We accomplish more and work faster by being transparent. It's a team value..
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.
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.
Working as an extension of your team we provide:
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.
Make an informed decision about adding alternatives to your investment portfolio.
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 the functions of various giving vehicles. Take time to carefully analyze your current donor base to determine the potential opportunity for split interest arrangements. Finally, garner organizational buy-in and begin to create the necessary marketing and administration infrastructure.
SunTrust Foundations and Endowments Specialty Practice, provides things to consider before deciding on which option is best for formalizing philanthropy.
SunTrust Foundations and Endowments Specialty Practice, answers 17 frequently asked questions about starting a private foundation.
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
For details about Wire Transfers with SunTrust, call 1.800.947.3786 – options 1 & 4
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