Institutional Trust Solutions

Foundations and Endowments

 

Sustaining your philanthropic mission

At Synovus, we're honored to serve those who contribute to their communities. Whatever your charitable focus may be — education, health care, religious, cultural, or social services — we can help you address your challenges and sustain your mission.

Attracting donors

Our experienced professionals can help you develop a planned giving program to grow your donor base. They'll work closely with you to make sure you have the right infrastructure and policies in place. They can also provide technical advice for complex estate gift planning.

Investment management — Balancing growth goals and operating costs

Donors expect their contributions to support your work in the community. You must also meet expenses and funding needs to sustain your organization. We can help you develop a personalized, comprehensive investment program to generate operating income and asset growth.

Monitoring investment managers

In today's complex markets, your organization may choose to rely on multiple investment managers. Our manager research team provides due diligence on a wide range of leading managers and investment vehicles from separate accounts to mutual funds. Our custody services ensure diligent oversight and meticulous reporting.

Planned giving — Easing the administrative burden

Managing planned giving is time-consuming. Our specialists can oversee day-to-day management so you can spend more time generating new gifts. You can rely on our extensive knowlege of tax and trust law, combined with sound practical experience, to develop policies and administer the full range of planned giving programs.

Benefit from our expertise

  • Investment policy and strategic asset allocation model
  • Vetted selection of leading investment managers
  • Comprehensive reporting, including sub-accounting and performance measurement
  • Development of policies and procedures for various gift plans
  • Oversight of technical tax and trust obligations
  • Gift receipt, valuation, processing and administration
  • Payment processing and distribution
  • Tax reporting to beneficiaries
  • Custody of assets
  • Automated cash management
  • Online inquiry and PC interface capability
 

Contact us

Synovus Trust Company, N.A.
(800) 942-9764

 

Synovus Trust Privacy Policy

Investment products and services provided by Synovus are offered through Synovus Securities, Inc ("SSI"), Synovus Trust Company, N.A. ("STC"), GLOBALT, a separately identifiable division of STC and Creative Financial Group, a division of SSI. Trust services for Synovus are provided by Synovus Trust Company, N.A. The registered broker-dealer offering brokerage products for Synovus is Synovus Securities, Inc., member FINRA/SIPC. Investment products and services are not FDIC insured, are not deposits of or other obligations of Synovus Bank, are not guaranteed by Synovus Bank and involve investment risk, including possible loss of principal amount invested.

Synovus Securities, Inc. is a subsidiary of Synovus Financial Corp and an affiliate of Synovus Bank and Synovus Trust. Synovus Trust Company, N.A. is a subsidiary of Synovus Bank.

Approval of any bank product or service is not contingent upon purchasing insurance from Synovus Bank. Insurance products marketed through Synovus and its affiliated companies are underwritten by insurance companies not affiliated with Synovus and are subject to normal underwriting procedures.