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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

Is Your Not-for-Profit Getting the Best Credit Terms Possible?

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.

Read the Full Article >

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