D. Isaac Buck

D. Isaac I. Buck
Client Manager

434 Fayetteville St

Floor 5,

Raleigh, NC 27601-1741

About me

Background

I am a Client Manager within the Foundations and Endowments Specialty Practice with over 14 years of financial services experience, delivering comprehensive investment advisory, administration, planned giving, custody, trust, and fiduciary services to nonprofit organizations. As a Client Manager, I serve as a key, strategic advisor to new and existing nonprofit relationships, providing deep nonprofit insight and expertise, in addition to overseeing the administration of accounts, for foundations, supporting organizations, hospitals, educational institutions, cultural organizations, human service agencies, associations, municipalities, and other nonprofits.

Education

B.A. in Communication
North Carolina State University 2002 2006

Personal Interests

I am a graduate of North Carolina State University. I volunteer time with many civic and community service organizations, a considerable amount spent serving in my church, Antioch RDU. My wife, Gretchen, and I have two children.

Specialties

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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

Accomplishments

Crimson Cardinal Award
BB&T 2018
Retirement & Institutional Services MVP
BB&T 2018
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