Foundations and Endowments

Infographic: Trends Facing Today’s Charitable Organizations

Public charities are the largest category of the 30-plus types of tax-exempt organizations defined by the Internal Revenue Code, and this group is facing both challenges and opportunities. First is finding the right level of spending in the face of lower expected returns from investment markets and higher demands for the use of endowment assets. Not-for-profits are also losing confidence in applying global diversification to the investment portfolio.

On the plus side, over the next few years through 2020, per capita disposable income is expected to rise, causing individuals to more likely donate toward philanthropic and social advocacy.

Not-for-profit board meeting, “Trends Facing Today’s Charitable Organizations”
 

For more information contact your SunTrust relationship manager or investment advisor.

You may also contact us by phone at 866.223.1499. Learn more at suntrust.com/foundationsandendowments or suntrust.com/nonprofitinsights.

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.

Related