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Get the strategic guidance your organization needs for smart growth.

Whether your organization is a private, corporate or institutional foundation or endowment, our strategy specialists draw on their extensive experience to bring you best practices, helpful benchmarking tools and insights relevant to your organization’s unique circumstances. We then work with you to translate this knowledge into practical solutions that fit your needs and objectives.

What's more, we leverage multi-disciplined expertise from across SunTrust to assist you with everything from investment and spending policies to compliance and regulatory issues.

Manage the complexities of private foundations

We offer expert advice and services to help you:

  • Establish a new foundation
  • Create frameworks to gauge effectiveness
  • Develop investment and spending policies
  • Establish practical governance structures
  • Evaluate grant requests
  • Stay up-to-date on regulatory and tax issues
  • Find greater operational efficiencies 

Establish and efficiently run company-sponsored foundations

We offer expert guidance in a wide range of areas for company-sponsored foundations:

  • Establishing a new foundation
  • Creating frameworks to gauge effectiveness
  • Developing investment and spending policies
  • Establishing practical governance structures
  • Evaluating grant requests
  • Staying up-to-date on regulatory and tax issues
  • Finding operational efficiencies

Start and operate a family foundation

For families and individuals who are considering starting, or have already started, a philanthropic foundation, we offer:

  • Establishing a new foundation
  • Creating frameworks to gauge effectiveness
  • Developing investment and spending policies
  • Establishing practical governance structures
  • Evaluating grant requests
  • Staying up-to-date on regulatory and tax issues
  • Setting up efficient operations

Build a thriving endowment

We offer strategic endowment advice to assist you with:

  • Building an endowment structure that meets the needs of both your organization and your donors
  • Developing effective gift-acceptance policies
  • Creating cohesion between investment, spending and gift-acceptance policies
  • Ensuring practical and effective governance and oversight
  • Balancing liquidity needs versus long-term capital planning
  • Staying abreast of regulatory and compliance issues
  • Finding efficiencies for administration of giving programs

DISCLAIMERS

Banking and trust products and services are provided by SunTrust Bank. SunTrust Bank may use or offer the services of affiliate companies as well as third party entities to achieve your banking and investment objectives. Where applicable, any affiliations and all pertinent provider information will be disclosed in accompanying agreements and prospectuses. SunTrust Bank, SunTrust Foundations and Endowments Specialty Practice and their affiliates, directors, officers, employees and agents (collectively, "SunTrust") are not permitted to give legal or tax advice. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction or investment plan.

© 2015 SunTrust Foundations and Endowments Specialty Practice are federally registered service marks of SunTrust Banks, Inc.

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