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.
Here's some advice most companies don't hear often: Limit your customer base.
As anyone who has watched the ABC reality TV competition Shark Tank knows, figuring out the magic number of a business's value can make - or break - a deal. Accurately valuing a business, just like any property appraisal, requires both art and science.
Dividend recapitalization can be an attractive mechanism for an owner of a midsize company who wants to diversify his or her net worth without surrendering equity or corporate control.
For details about Wire Transfers with SunTrust, call 1.800.947.3786 – options 1 & 4
SunTrust Incoming wire instructions:
Investment and Insurance Products:
Are Not FDIC or any other Government Agency Insured Are Not Bank Guaranteed May Lose Value
© 2018 SunTrust Banks, Inc
SunTrust Bank is an Equal Housing Lender. Member FDIC
Equal Housing Lender. SunTrust Mortgage, Inc
SunTrust, SunTrust Mortgage, SunTrust PortfolioView, SunTrust Robinson Humphrey, SunTrust Premier Program, AMC Pinnacle, AMC Premier, Access 3, Signature Advantage Brokerage, Custom Choice Loan and SunTrust SummitView are federally registered service marks of SunTrust Banks, Inc. All other trademarks are the property of their respective owners.
Services provided by the following affiliates of SunTrust Banks, Inc.: Banking products and services are provided by SunTrust Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank, SunTrust Delaware Trust Company and SunTrust Banks Trust Company (Cayman) Limited. Securities, brokerage accounts and insurance (including annuities) are offered by SunTrust Investment Services, Inc., a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by SunTrust Advisory Services, Inc., a SEC registered adviser. GFO Advisory Services, LLC is a SEC registered investment adviser that provides investment advisory services to a group of private investment funds and other non-investment advisory services to affiliates. Mortgage products and services are provided by SunTrust Mortgage, Inc.
SunTrust Mortgage, Inc. - NMLS #2915, 901 Semmes Avenue, Richmond, VA 23224, 1-800-634-7928. CA: licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act, IL: Illinois Residential Mortgage Licensee #MB-989, Department of Financial and Professional Regulation, 100 W. Randolph, Suite 900, Chicago, IL 60601, 1-888-473-4858, MA: Mortgage Lender license #-ML-2915, NJ: Mortgage Banker License - New Jersey Department of Banking and Insurance, NY: Licensed Mortgage Banker—NYS Department of Financial Services, and RI: Rhode Island Licensed Lender.
"SunTrust Advisors" may be officers and/or associated persons of the following affiliates of SunTrust Banks, Inc.: SunTrust Bank, our commercial bank, which provides banking, trust and asset management services; SunTrust Investment Services, Inc., a registered broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products; SunTrust Advisory Services, Inc., a SEC registered investment adviser which provides Investment Advisory services.
SunTrust Private Wealth Management, International Wealth Management, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups and GenSpring are marketing names used by SunTrust Bank, SunTrust Banks Trust Company (Cayman) Limited, SunTrust Delaware Trust Company, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc.
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.
SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of SunTrust Banks, Inc. and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRA and SIPC.