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.
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
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?
Traditional banking services are provided by Branch Banking and Trust Company, Member FDIC.
Only deposit products are FDIC insured.
Services and products featured herein may include some offered by affiliated companies of BB&T Retirement & Institutional Services. The fees for those services and products are in addition to the fees charged by BB&T Retirement & Institutional Services. As a result, BB&T 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. BB&T Retirement & Institutional Services expresses no opinion on the use of BB&T affiliated services and products when the client selects such services and products in a client directed account.
Investment solutions and advisory services are provided by BB&T Institutional Investment Advisers, Inc., a wholly owned subsidiary of Branch Banking and Trust Company.
Securities and advisory products or services are:
NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY GO DOWN IN VALUE • NOT GUARANTEED BY THE BANK
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.