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

  • Starting a Private Foundation: 17 Frequently Asked Questions

    SunTrust Foundations and Endowments Specialty Practice, answers 17 frequently asked questions about starting a private foundation.

  • Socially Responsive Investing (SRI): Designing an approach

    Learn how a century-old healthcare-oriented Foundation aligned its investment portfolio with the organization’s mission (and came out ahead).

  • Why Alternative Investments May Make Sense For Nonprofits

    Make an informed decision about adding alternatives to your investment portfolio.

  • 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 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.

  • Formalizing Philanthropy

    SunTrust Foundations and Endowments Specialty Practice, provides things to consider before deciding on which option is best for formalizing philanthropy.