BB and T is a firm that provides fiduciary trustee, administrative support, investment management, commercial bank, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in North Carolina, Pennsylvania, and South Carolina (although they are present in other states as well).
Most BB and T clients are hospitals, health and welfare funds, elementary and secondary schools, inpatient nursing, hospice, and rehabilitative care facilities, assisted living and continuing care retirement communities, vocational rehabilitation services, and grantmaking foundations with revenues ranging from $10 million to $87 million.
Previous legal names, trade names, or just variations of their name include: BB&T.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Acts Retirement-Life Communities of Maryland | 501(c)(3) | Fort Washington, PA | ||
| 2 | Lehigh Valley Hospital - Schuylkill | 501(c)(3) | Allentown, PA | ||
| 3 | Twin Lakes Community | 501(c)(3) | Burlington, NC | ||
| 4 | Randolph Health | 501(c)(3) | Asheboro, NC | ||
| 5 | The Charles Lea Center | 501(c)(3) | Spartanburg, SC | ||
| 6 | Hospice and Palliative Care Center of Alamance Caswell | 501(c)(3) | Burlington, NC | ||
| 7 | Harding Academy of Memphis | 501(c)(3) | Memphis, TN | ||
| 8 | Bargaining Association Steelworkers Local 14614 Health and Welfare Fund | 501(c)(9) | Lexington, KY | ||
| 9 | SC State Firefighters Association Trust | 501(c)(9) | Columbia, SC | ||
| 10 | Sacred Heart HealthCare System | 501(c)(3) | Allentown, PA | ||
| ... | and 1 more BB and T not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to BB and T in the nonprofit sector include Ubs Financial Services, Inc., Cambridge Investment Research Inc, Benefit Plans Admin Services, Inc., Well and Good LLC, Morgan Stanley Smith Barney, Oppenheimer, TD Ameritrade Trust Company, Planpilot, LLC, Ubs Financial Services Inc, and Sei Investments.
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