Truist Bank is a firm that provides fiduciary trustee, commercial bank, investment management, financial advisor, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in Tennessee, Florida, Georgia, and North Carolina (although they are present in other states as well).
Most Truist Bank clients are health and welfare funds, hospitals, labor unions, and grantmaking foundations with revenues ranging from $9.7 million to $301 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Robert W Woodruff Arts Center | 501(c)(3) | Atlanta, GA | ||
| 2 | Fay S and W Barrett Howell Family Foundation | 501(c)(3) | Garden City, NY | ||
| 3 | Luminis Health Anne Arundel Medical Center (AAMC) | 501(c)(3) | Annapolis, MD | ||
| 4 | Fermi Research Alliance LLC | 501(c)(3) | Batavia, IL | ||
| 5 | Carroll Hospital | 501(c)(3) | Westminster, MD | ||
| 6 | Robert W Woodruff Health Sciences Center Fund | 501(c)(3) | Atlanta, GA | ||
| 7 | American Society for Testing and Materials (ASTM) | 501(c)(3) | West Conshohocken, PA | ||
| 8 | Institute of Nuclear Power Operations (INPO) | 501(c)(3) | Atlanta, GA | ||
| 9 | Lettie Pate Evans Foundation | 501(c)(3) | Atlanta, GA | ||
| 10 | Tampa Preparatory School | 501(c)(3) | Tampa, FL | ||
| ... | and 31 more Truist Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Truist Bank in the nonprofit sector include Fiduciary Investment Advisors, Paychex, Inc., Benefit Plans Admin Services, Inc., Minnesota Life Insurance Company, RBC Capital Markets, Sei, Oneamerica Retirement Services LLC, Reliance Trust Company, Merrill Lynch Pierce Fenner and Smith, and TD Ameritrade.
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