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Foundations and Endowments

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  • Super Boards
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    Podcast: Four Steps to Transforming Your Board Into a Super Board

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    By Quanda Allen, First Vice President, SunTrust Foundations & Endowments Specialty Practice

  • Spending Policy
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    Podcast: Creating an Endowment Spending Policy

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    By Quanda Allen, First Vice President, SunTrust Foundations & Endowments Specialty Practice

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Socially Responsible Investing

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Aligning your institution’s investments with your organizational values

SunTrust Foundations and Endowments Specialty Practice, discusses the importance of aligning your institution’s investments with your organizational values. Read More

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Podcast: Transitioning Private Family Foundation Leadership

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Learn how to involve the next generation in your family foundation to ensure long-term success. Watch Now

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A Conversation about UPMIFA

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By William J. (Bill) Longan, Jr., Senior Investment Advisor, SunTrust Foundations & Endowments Specialty Practice

Bill Longan, Senior Investment Advisor, SunTrust Foundations & Endowments Specialty Practice and Thomas W. "TJ" Aldous, Jr., Attorney with Williams Mullen discuss the importance of understanding the Uniform Prudent Management of Institutional Funds Act (UPMIFA). Read More

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Fixed Income Allocations in a Rising Interest Rate Environment

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By Fredric T. Walls, II, Senior Investment Advisor, SunTrust Foundations & Endowments Specialty Practice

One of the most frequent inquiries from our endowment and private foundation clients over the past year has been, "What do we do with our organization’s fixed income allocations?" Read More

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Doing Things Differently

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By Melanie Cianciotto, First Vice President, SunTrust Foundations & Endowments Specialty Practice

As younger generations are engaged in gift making decisions, differences can be more apparent. In anticipation of this, it is important for families to have a conversation about succession plans and how to pass on the tradition of giving. Read More

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Webinar: Distribution Strategies for Foundations and Endowments

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By Allen Mast First Vice President, SunTrust Private Foundation Practice

SunTrust Foundations and Endowments team outlines strategies for minimum distributions, qualifying distributions and over distribution, including tax implications. Watch Now

Preserving Intergenerational Equity: Strategies for Educational Institutions
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Podcast & Paper: Preserving Intergenerational Equity

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By Laurie Bagley, Senior Vice President and Investment Manager, SunTrust Foundations & Endowments Specialty Practice

Laurie Bagley, Senior Vice President and Investment Manager, Foundations and Endowments Specialty Practice, SunTrust Bank, talks about challenges and strategies when creating an investment policy that aims to preserve intergenerational equity in perpetuity. Watch Now

The Long-Term Impact of Over Distribution on Private Foundations
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Podcast & Paper: The Over Distribution Impact on Private Foundations

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By Quanda Allen, First Vice President, SunTrust Foundations & Endowments Specialty Practice

There are situations where over distribution makes sense for foundations and endowments looking to support organizations or causes that align with their mission. Chronic over distribution however, can deplete an institution’s assets and weaken its investment power. Quanda Allen, First Vice President of Foundations & Endowments for SunTrust Bank, outlines several strategies foundations can use to balance their spending against their long-term financial needs. Watch Now

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Podcast: How to Start a Private Foundation: Key Considerations and Steps

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By Allen Mast, First Vice President, SunTrust Private Foundation Practice

If you’re looking to gain more control over your charitable giving, establishing a private foundation can help you reach your philanthropic goals. Allen Mast, First Vice President, SunTrust Private Foundation Practice, talks about the reasons why people choose to establish private foundations, related compliance and financial obligations, and the steps you can take to establish a private foundation. Watch Now

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Investment Committee Toolkit

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A Resource for Foundations & Endowments to Improve Investment Outcomes

Take a look at our Investment Committee Toolkit, designed to assist investment committees improve their investment outcomes. Read More

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Improving Investment Outcomes - A Guide for Investment Committees

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Throughout this paper, we will explore ways in which committees can leverage and streamline the plethora of information they receive, focus their discussions and decisions, and hopefully, improve their returns to support the long-term missions of their institutions. Read More

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Why Alternative Investments May Make Sense For Nonprofits

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Make an informed decision about adding alternatives to your investment portfolio. Read More

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The Top Five Governance Issues Facing Nonprofits Today

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By Quanda Allen, First Vice President, SunTrust Foundations & Endowments Specialty Practice

Empowering nonprofits with information, tools, and resources to overcome challenges is a vital step to inspiring the highest level of confidence from stakeholders. Read More

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Ask Nicely, Please

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The do's and don'ts on how foundations and endowments should solicit donations.

For some charities, the difference between success and failure may not have much to do with how they spend their money. It may, instead, have to do with how they ask for money. Read More

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A Sound of Thunder

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The Federal Reserve and central bankers around the world are convinced that taking a different approach to fighting a deep recession will affect a better outcome and restore stability to the markets and the global economy. Read More

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Contact our Foundations and Endowments Team

Call 866.223.1499 to learn about our full range of services and capabilities or contact your Client Manager.
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Foundations & Endowments Toolkits