Cause IQ vendor profile

BB and T


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.

Primary location:
Winston Salem, NC
Clients in:
NC, PA
Identified clients:
11
Avg client size:
$118 mil revenue
Median client size:
$27 mil revenue

BB and T client list

  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

BB and T competitors

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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