Isaac I. Buck, AIF®

Director Institutional Trust Advisor II Truist Bank

434 Fayetteville St

4th Floor,

Raleigh, NC 27601-1741

About me

Background

D. Isaac Buck is an Institutional Trust Advisor within the Institutional Investments and Advisory Services group. He has over 20 years of financial services experience, delivering comprehensive investment advisory, administration, planned giving, custody, trust, and fiduciary services to nonprofit organizations. As an Institutional Trust Advisor, he serves as a key strategic advisor to new and existing nonprofit relationships, providing deep nonprofit insight and experience, 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

Bachelor of Arts in Communication

North Carolina State University 2002 2006

Personal Interests

A graduate of North Carolina State University, Isaac volunteers with many civic and community service organizations and spends a considerable amount of time serving in his church, Antioch Raleigh. He and his wife, Gretchen, have three children. They enjoy hosting dinner parties, family movie nights, and taking trips to Lake Lanier and Pine Knoll Shores.

Specialties

Philanthropy

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

Fiduciary

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

Investment management

Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Not-for-profit endowment or foundation management