If this describes your organization, let’s share our vision. Together, we can address your organization’s evolving and complex needs.
What sets us apart
Listening intently. Asking critical questions. And offering guidance in a way that’s transparent, proactive, and genuine. You’ll benefit from our:
Deep not-for-profit expertise
More than a century of success serving not-for-profits
Exceptional service and essential tools that improve governance and performance
Tailored advisory and administrative solutions
Independent, conflict-free fiduciary investment advice in a disciplined and consistent manner
Foundations and endowments specialty practice
What sets our specialty practice apart? In addition to top-tier investment management services and world class administrative support, it’s our mindset. We don’t just work for not-for-profits—we work in not-for-profits.
Our customized approach is a big reason why our clients continue to choose Truist.
Who we serve
We’re a specialty practice 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
Member and industry associations
Healthcare institutions, senior centers and not-for-profit hospitals
We want to see your organization succeed. We’re here to support your goals—through long-term, sustainable growth strategies. Think of us as an extension of your team.
Dedicated to amplifying your impact
Custody and administration
Safekeeping of domestic and international assets
Settlement of trades, income collection, and corporate reorganization processing
Consolidated reporting solutions
Electronic transfer of data for reconciliation, and more
Corporate trustee services
Charitable gift annuity, charitable trust, and pooled income fund administration
The work you do every day demands a laser-sharp focus on achieving long-term, sustainable investment results. Your investment strategy deserves the same kind of focus.
Consider these key questions:
What are your organization’s short- and long-term objectives? What role will the investment portfolio need to play in funding them?
How will your spending policy impact your investment portfolio?
What is your organization’s ability to tolerate market volatility?
Your responses will impact your portfolio’s goals, of course. But they’ll also provide some insight into your cash flow, liquidity, and capital needs.
Diverse asset managers: It’s a win-win.
Partner with one of our talented, proven, and traditionally underrepresented asset managers. We'll help you to better align your personal values with your investment strategy—with the overall goal of improving your portfolio returns.
Pillars of fundamental investing
What’s our investment philosophy? It’s grounded in an understanding of your goals and a strong fiduciary ethic. Overall, we’re looking to take advantage of near-term market inefficiencies while achieving long-term sustainable results. Our philosophy is built on four fundamental investing pillars:
Truist Foundations and endowments at-a-glance
Serving the not-for-profit community
Not-for profit assets under management
Average experience of our executive team working with not-for-profits
Get in touch with an expert.
We’ve got the expertise. Let us help you amplify your organization’s impact.
Learn more about we can strengthen your financial footing and further empower your not-for-profit. Search for your nearest Foundations and Endowments specialist, or call 866-223-1499 to schedule an in-person meeting.
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