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
  • To learn more about SunTrust’s Foundations and Endowments Specialty Practice, or to schedule an in-person meeting Call 866.223.1499

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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Find an Advisor for your specific needs.

 

866.223.1499 SunTrust Foundations & Endowments

Foundations & Endowments Resource Center

  • Market Perspective

    SunTrust Private Wealth Management’s Market Perspective provides a view of the latest market events. Read the most recent report here.

  • SunTrust Investment Advisory Group: Weekly Market Monitor

    The SunTrust Weekly Market Monitor provides a view of last week’s market events.

  • CNBC: Tariff Uncertainty Drives Market

    Chief Market Strategist Keith Lerner joined CNBC’s “Squawk on the Street” to discuss recent market choppiness, trade concerns, and our current view of the US economy.

  • 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?

  • Global Perspective

    SunTrust Private Wealth Management’s Global Perspective provides a view of the latest global economy and market events. Read the latest report here.