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Cari Campbell
Client Manager

303 Peachtree St NE

15th Floor,

Atlanta, GA 30308-3200

About me

Background

I’m a Client Manager with the Foundations and Endowments Specialty Practice at Truist, offering more than 19 years of experience within the financial services industry and 12 years working exclusively with nonprofit organizations. As a Client Manager, I’m responsible for the practice’s client service delivery, acting as a key strategic advisor to new and existing nonprofit relationships and providing clients with deep nonprofit insight and experience, in addition to overseeing account administration.

The Foundations and Endowments Specialty Practice delivers comprehensive investment advisory, administration, planned giving, custody, trust and fiduciary services to nonprofit organizations, administering assets for foundations, hospitals, educational institutions, cultural organizations, human service agencies, associations, municipalities, and other nonprofits. 

I held various roles with Truist’s predecessor firm, SunTrust, in its corporate marketing department and the SunTrust Foundation. I also gained experience on Capitol Hill and in marketing and foundation roles with Northern Trust, as the executive director of the Education Foundation of Sarasota County, and as the director of development for the Sarasota Memorial Healthcare Foundation.

Education

B.A. in Communication (minors in Business and Journalism)
Indiana University

Personal Interests

I earned a B.A. in communication, with minors in business and journalism, from Indiana University and am a graduate of Leadership Sarasota and The Protocol School of Washington. I’ve served on multiple nonprofit boards and volunteered my time with many civic and community service organizations. In addition, I’m a Southeastern Council of Foundations’ Hull Fellow, a member of the Association for Corporate Citizenship Professionals, and the Georgia Planned Giving Council.

Specialties

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations

  • Full-service asset management solutions for a diverse group of clients, including corporate, public, insurance, not-for-profit, and health care institutions

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