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, Georgia, Florida, Maryland, and North Carolina (although they are present in other states as well).
Most Truist Bank clients are health and welfare funds, hospitals, professional associations, labor unions, and grantmaking foundations with revenues ranging from $8.3 million to $352 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 | Fermi Research Alliance LLC | 501(c)(3) | Batavia, IL | ||
| 4 | Luminis Health Anne Arundel Medical Center (AAMC) | 501(c)(3) | Annapolis, MD | ||
| 5 | Carroll Hospital | 501(c)(3) | Westminster, MD | ||
| 6 | Institute of Nuclear Power Operations (INPO) | 501(c)(3) | Atlanta, GA | ||
| 7 | Robert W Woodruff Health Sciences Center Fund | 501(c)(3) | Atlanta, GA | ||
| 8 | Gerontological Society of America | 501(c)(3) | Washington, DC | ||
| 9 | Wayne Memorial Hospital | 501(c)(3) | Goldsboro, NC | ||
| 10 | International Association of Machinists and Aerospace Workers - Grand Lodge (IAM) | 501(c)(5) | Upper Marlboro, MD | ||
| ... | and 25 more Truist Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Truist Bank in the nonprofit sector include Raymond James and Associates, Kestra Advisory Services LLC, Principal, Fidelity, Matrix Trust Company, Sei, Paychex, Inc., RBC Capital Markets, Benefit Plans Admin Services, Inc., and Oneamerica Retirement Services LLC.
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