To learn about our Specialty Practice and the clients we serve, click here to view our video.
SunTrust Foundations and Endowments Client Profile Video
[Title Card] Foundations and Endowments Specialty Practice – Strengthening the Impact of our Clients and the Communities They Serve
[Text on screen] Our Specialized Investment Knowledge & Expertise + Deep Understanding of Nonprofits = Financial Confidence of Our Clients & Impact to Communities Served
[Section Break] Community and Human Services
Milton Little: United Way is a purpose-driven organization. Our purpose is to ensure that every individual and family can thrive in greater Atlanta.
[Section Break] Education
Ann Decker: The primary mission of Indian River State College and the Foundation is to provide hope and opportunity and education for the residents in our community.
[Section Break] Private Foundations
Alston Glenn: The Foundation gives to organizations who actually try to help the young people who are deserving but do not have the financial capabilities to further their education.
[Text on screen]
[Section Break] The Varied Challenges of Mission-based Work
Ann Decker: The Foundation’s mission is to raise as much money as possible to provide scholarships to offset tuition cost.
Milton Little: As a non-profit, we are blessed and cursed with a number of things. Number one, blessed by the generosity of government contracts and individual gifts. On the other hand, we’re challenged because the revenue doesn’t always come at the time you have to have the expense.
Ann Decker: So the challenge to the foundation is to raise even more money for faculty, students and the operation of the college.
[Section Break] The Importance of the Right Financial Partner
Milton Little: SunTrust has consistently provided a solution to us that has helped carry us forward.
Alston Glenn: Up until recently there was just myself and my three brothers who were involved. And now, with SunTrust’s help, we have devised a way to bring in the next generation officially.
Marti Glenn Phillips: SunTrust has been extremely important in helping us, guide us, build our portfolio as well as helped us while we’re in meetings, know the history of our grant-giving of what we’ve given in the past, and they go on site visits with us and are extremely knowledgeable about the organizations that we may or may not be giving to.
Ann Decker: The most important thing to me when working with a financial partner is transparency, communication and education. I need them to be exactly clear on what they’re talking about in layman’s terms, not in high-falutin terms. The expertise that SunTrust brings to the table has been instrumental in moving the Foundation endowment forward.
Milton Little: I love the fact that United Way and SunTrust have been together for almost 20 years. We have to work together in order to do the things on behalf of this community that people expect us to do.
Alston Glenn: SunTrust is really a partner with us. And what they bring to the table is a wealth of experience and a longevity in working with family foundations. And so we don’t have to re-invent the wheel.
Milton Little: There is no question that the depth of SunTrust’s experience and willingness to deploy it on behalf of community is something that really stands it well above its competitors.
[Section Break] The Path Forward
Alston Glenn: They make suggestions to us, they help us stay on track. They bring up pitfalls, they bring up benefits. And are very helpful.
Marti Glenn Phillips: I love working with SunTrust, because they are so experienced. And the team that we work with are young and energetic, and are really ready to move forward with the next generation as we take on the new challenges and obstacles that we may face in the changing future.
Ann Decker: SunTrust doesn’t just talk the talk, they walk the walk.
[Text on screen] SunTrust’s Foundations and Endowments Specialty Practice differentiates itself through: deep nonprofit expertise, tailored investment advisory and administrative solutions and proactive collaboration.
[Text on screen] Our Foundations and Endowments Specialty Practice is committed to bringing our nonprofit clients to a place of financial confidence, allowing them to better impact the communities they serve.
[CTA] For more information on how SunTrust can help your foundation or endowment, please visit suntrust.com/nonprofitinsights, or contact your SunTrust advisor.
[Disclosures] Past performance is no guarantee of future results; Neither diversification nor asset allocation ensures a profit or guarantees against a loss; This video is not intended to be advice for any particular foundation or endowment; foundations & endowments should discuss any questions regarding this presentation with their SunTrust advisor. SunTrust Bank and its affiliates do not accept fiduciary responsibility for all banking and investment account types offered. Please consult with your SunTrust representative to determine whether SunTrust and its affiliates have agreed to accept fiduciary responsibility for your account(s) and if you have completed the documentation necessary to establish a fiduciary relationship with SunTrust Bank or an affiliate. Additional information regarding account types and important disclosures may be found at www.suntrust.com\investmentinfo.
This content does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.
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