Foundations & Endowments

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    • We are a specialty practice within SunTrust.

    We are wholly dedicated to delivering insightful, strategic investment and administrative expertise to:

    • Private, independent and community foundations
    • Colleges and universities
    • K-12 independent schools
    • Human service agencies
    • Municipalities
    • Member and industry associations
    • Cultural institutions
    • Religious institutions
    • Healthcare institutions, senior centers and not-for-profit hospitals 

    Our aim is simple:

    To help amplify your organization's impact through long-term, sustainable growth strategies and solutions that deliver measurable results.

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    How We Amplify Impact

    Watch the video to learn about our Specialty Practice from a few of the various organizations we help to empower.

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    "SunTrust has consistently provided a solution to us that has helped carry us forward."

    — Milton J. Little, Jr., President and CEO, United Way of Greater Atlanta

    For more than a century, SunTrust has distinguished itself through:

    Explore ideas and strategies that enhance the work of not-for-profit organizations.

    View Additional Thought Leadership
    Visit Resource Center >

    Find an Advisor for your specific needs.

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    Foundations & Endowments Resource Center

    • SunTrust Investment Advisory Group: Market Pulse

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

    • Active vs. Passive Management

      Active and passive management of assets both can benefit nonprofits. Organizational leaders should understand different factors to help them decide the best approach for their business.

    • Making the Case for Factor Investing

      Studying factors—both macroeconomic and specific to an individual stock—can help bring better understanding to the financial markets.

    • Seeking Manager Diversity

      Nonprofits are letting go of the antiquated belief that championing manager diversity means sacrificing investment performance.

    • Comparing Active Strategies

      When considering investment choices, it’s important to compare active strategies. Here’s what not-for-profit leaders need to know about separately managed accounts versus mutual funds.

     

    Truist Bank, Member FDIC. ©2021 Truist Financial Corporation. SunTrust®, the SunTrust logo, and Truist are service marks of Truist Financial Corporation. 

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    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.Link opens a new window

    Services provided by the following affiliates of Truist Financial Corporation: Banking products and services, including loans and deposit accounts, are provided by SunTrust Bank and Branch Banking and Trust Company, both now Truist Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank and Branch Banking and Trust Company, both now Truist Bank, and SunTrust Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc. (d/b/a SunTrust Investment Services, Inc.), and P.J. Robb Variable Corp., which are SEC registered broker-dealers, members FINRALink opens a new window, SIPCLink opens a new window, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc. (d/b/a SunTrust Advisory Services, Inc.), GFO Advisory Services, LLC, BB&T Securities, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Mortgage products and services are offered through SunTrust Mortgage, a tradename for SunTrust Bank now Truist Bank.  Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, Inc., AR license #100103477, a wholly owned subsidiary of Truist Insurance Holdings, Inc.

    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist Financial Corporation: SunTrust Bank now Truist Bank, our commercial bank, which provides banking, trust and asset management services; Truist Investment Services, Inc., a registered broker-dealer, which is a member of FINRALink opens a new window and SIPCLink opens a new window, and a licensed insurance agency, and which provides securities, annuities and life insurance products; Truist Advisory Services, Inc., an SEC registered investment adviser which provides Investment Advisory services.

    Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

    Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by affiliates of Truist Financial Corporation.

    Truist Securities is the trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries, including Truist Securities, Inc., member FINRALink opens a new window and SIPCLink opens a new window.

    New York City residents: Translation or other language access services may be available.  When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at www.nyc.gov/dca. 

    Thank you for choosing SunTrust now Truist. We welcome the opportunity to serve your financial needs. While SunTrust and BB&T have merged to become Truist, both institutions will continue to offer independent product lines for a period of time. This may include differing underwriting guidelines, product features, terms, fees, and pricing.

    Our friendly teammates at your local BB&T branches will be happy to walk you through their products. You can also learn more by contacting them at 1-800-BANK-BBT or BBT.com.