Foundation and Endowment Services

Build donor confidence and maximize the value of donor gifts

How can BB&T Foundation and Endowment Services help my organization?

Our group partners with endowments, foundations and nonprofit organizations to address challenges, build capacity and create a lasting legacy. We offer administrative services such as processing and reporting, as well as investment advice and management to help you maximize the value of your assets.

Administrative services

We offer administrative and managerial services that allow you to remain focused on your organization's mission. Our specialized administrators provide the following services:

  • Combined investment fund accounting
  • Grant and gift processing
  • Fund recordkeeping and custody
  • Customized reporting
  • Online account access through TAMLink®
  • Charitable gift annuity scenarios, contracts and recordkeeping
  • Charitable remainder trust management and tax preparation

Consultative services

So that you can continue to make a difference, we provide solutions that enable you to make the most of your financial assets. Our experienced team guides you through the following process:

  • Developing an appropriate investment policy and creating an investment framework
  • Designing an investment plan to meet your needs and the needs of your donors
  • Managing your portfolio to ensure funds are available when you need them
  • Reviewing investment performance

Investment management services

We help you protect and grow your financial resources while fulfilling your mission. We employ proven investment principles and processes using state-of-the-art technology. We offer:

  • Investment management and allocation
  • Independent performance measurement
  • Regular meetings with your board's investment or finance committee
  • Investment and spending policy monitoring and support

Ready to get started?

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Traditional banking services are provided by Truist Bank, Member FDIC.

Only deposit products are FDIC insured.

Services and products featured herein may include some offered by affiliated companies of Truist Retirement & Institutional Services. The fees for those services and products are in addition to the fees charged by Truist Retirement & Institutional Services. As a result, Truist Financial Corporation, as a whole, receives more compensation than would otherwise be received if a non-affiliated service or product was used. When we offer any service or product to a client, we use the same process to offer both affiliated and non-affiliated services and products. When we have authority to select any service or product on behalf of a client, if our process shows affiliated services and products to be competitive with corresponding non-affiliated services and products, then we may select affiliated products and services. Truist Retirement & Institutional Services expresses no opinion on the use of Truist affiliated services and products when the client selects such services and products in a client directed account.

The information provided should not be considered as tax or legal advice. Please consult with your tax advisor and/or attorney regarding your individual circumstances.

New York City residents: Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at

Branch Banking and Trust Company is now Truist Bank. Learn more.

BB&T and SunTrust have merged to become Truist. Both institutions will continue to offer independent product lines for a period of time. This may include differing underwriting guidelines, product features, terms, fees and pricing. Our friendly teammates at your local SunTrust branches will be happy to walk you through their respective products. You can also learn more by contacting them at 800-SUNTRUST or

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