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The management support solutions you need – from one trusted source.

We offer full-service support solutions that help you manage your foundation or endowment more efficiently and that free up time for you to focus on what matters most—your mission.

Grant management solutions

We offer comprehensive solutions that simplify grants management:

  • Assistance in developing grant guidelines and procedures
  • Online grant application acceptance and pre-qualification
  • Collection, review and qualification of all applications
  • Communication with all applicants and grantees
  • Distribution and ongoing monitoring of grants
  • Preparation and distribution of materials and activity reports for board and grants meetings

Foundation management support

In addition to our core grant management services, we offer strategic and tactical management support:

  • Assistance with establishing missions and funding priorities
  • Participation in annual and strategic planning meetings
  • Fiduciary and compliance support
  • Service as foundation corporate trustee
  • Guidance on board development and succession planning
  • Management of front office operations
  • Scheduling, facilitation and documentation of meetings

Planned giving services

We offer full-service solutions that simplify program management:

  • Assistance developing gift-acceptance guidelines and procedures
  • Receipt and processing of donor gifts
  • Administration of charitable remainder and lead trusts, charitable gift annuities and pooled income funds
  • Guidance on regulatory, compliance and governance issues
  • Regular communication with donors and stakeholders
  • Timely processing of income distributions

Accounting support for planned giving programs

In addition to our core planned giving services, we offer extensive accounting support:

  • Preparation of gift annuity fund accounting reports
  • Calculation of unitrust and pooled income fund valuations
  • Annual liability calculations for gift annuity programs
  • Preparation and mailing of tax-reporting information to donors and/or income beneficiaries
  • Assistance with state gift annuity registrations and reserve calculations

Custody, reporting and tax-related services

Our custody solutions include:

  • Full-service safekeeping of assets
  • Custody and master custody services
  • Convenient online access to portfolio and transaction detail
  • Processing for all charitable distributions
  • A full range of standard reports produced on a regular basis
  • Customized reporting options
  • Referral to tax professionals who specialize in foundations and endowments
  • Assistance with preparing and filing of all required tax returns

Financial management solutions to fit your needs

We serve as a convenient single source for all your financial management needs. Our Foundations Financial Services include:

  • Cash and payroll management
  • Real estate financing and equipment leasing
  • Administration of 401(k) accounts and other employee benefit programs
  • Personal wealth management solutions


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.

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  • Client Services

    FL and TN – 866.448.6394
    All other states – 866.448.6392

  • International Trade Services

    Atlanta – 404.588.7505
    Miami – 305.579.7216
    Orlando – 407.237.5102
    Richmond – 804.782.5558

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  • For details about Wire Transfers with SunTrust, call 1.800.947.3786 – options 1 & 4

    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: 1.800.947.3786 – options 1 & 1