Let's build a better world together. We support communities by investing in initiatives, projects and programs that create greater opportunity for all. Learn more below.
Let's build a better world together. We support communities by investing in initiatives, projects and programs that create greater opportunity for all. Learn more below.
Apply for a Truist Foundation grant
We support our communities by investing in innovative nonprofits that work with adults and align with our key areas of focus: building career pathways to economic mobility and strengthening small businesses.
We support needs that are sustainable and don’t commit funds to recurring expenditures. Examples include funding for a new program launch, a curriculum to expand or strengthen a program, equipment to deliver a program, and capital needs.
Capital campaign requests may be considered (1) if the purpose of the campaign aligns with the Foundation's priorities and (2) when the campaign is 60% complete in donations and pledges toward its fundraising goal, showing the campaign’s viability and community support.
Image tools
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Welcome. In this tutorial you’ll learn about the image tools in Lockbox Image Browser.
After locating the item you’re looking for, there are several image tools available. These tools can help with readability. They include zoom in and zoom out, zoom to fit and zoom to page, rotate the image, flip the item to display the back of any duplexed items, correct the image by adjusting brightness and contrast, and hide any annotations that have been applied to the image.
This control or the Open item link open the item on its own page.
When viewing the item, the same image navigation and readability tools are available on this page. In addition, you now have these tools. The Notes tab allows you to capture information that other users can reference when they view the item. This example shows a note about a customer inquiry. Create a new note, edit an existing note, or delete a note.
The Annotations tab provides tools you can use directly on the image. Click Annotate item.
You can place annotations on the front or the back of the item. Apply a variety of shapes, stamps such as Received or Void, a text box, date & time stamp or yellow “comment”. Use these tools to highlight or redact areas of the image.
In this example, we’ve added a comment and a date and time stamp to the item. When we close the Annotate Item window, the two annotations are listed.
The OCR tab displays any OCR related information for the current item. OCR text are the keywords used when the item was indexed.
The Fields tab displays any input fields for the item. For payments, these are remitter fields as shown in this example. For documents, these are marksense fields, such as customer change of address.
If your company subscribes to the Remitter Table feature the Edit remitter fields link will be active for authorized users and allow those users to provide the Remitter Name and ID for the current check.
Check this box if you also want to apply these changes to the online remitter table. Future imported checks with the same routing and check account number will have the remitter information auto populated with the values entered here. Click Save.
For more information about managing a remitter table, refer to the Remitter Table section of the Lockbox Image Browser User manual, available in the Treasury Resource Center at treasuryresources.truist.com.
Thank you for watching this tutorial where you learned about the image tools in Lockbox Image Browser.
Reporting
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Welcome. In this tutorial you’ll learn about Reporting in Lockbox Image Browser.
You can access reporting in one of two ways. Click the Reporting icon in the toolbar. Or click the menu icon, then select Reports and Outputs.
The Report Outputs screen lists outputs you’ve generated before. Click Run a report. The available reports are listed. When you select a report, the required parameters display.
Provide the parameters for the report you’re generating.
Select the output format, then click Run Report. A status window opens. When the report has completed, you can access it from the download link here …
Or click Download Item from the Reports Output screen.
When you have an extensive list of reports, use the filter tool …
To locate the report or output you’re looking for.
Thank you for watching this tutorial where you learned about Lockbox Image Browser reporting.
How to apply
We’re eager to hear from organizations that serve the critical needs of adults in their communities, by building career pathways to economic mobility and strengthening small businesses. Start a grant application through our online portal, and see our grant cycles below to learn when your application will be considered.
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- Submit your grant application through our online portal, and complete the eligibility quiz
- You’ll need to submit the organization EIN (Tax ID#) and the nonprofit must be in good standing with the IRS. If you’re not sure, you can check IRS.gov or Guidestar
- Applications should include a list of board of directors, an annual operating budget, and a project or program budget specific to the request
- All applications will be reviewed in the requesting organization’s community
Effective Aug. 1, 2022, Truist Foundation’s new application form can be found in our new grants management portal. You’ll need to create an account during your first visit.
If you need access to an application in our previous system, you can login here through Dec. 31, 2024.
GRANT CYCLES
We have three annual grant cycles. Requests should be received by:
- March 31 – notified of outcome in July
- July 31 – notified of outcome in November
- November 30 – notified of outcome in April
Questions?
Email truistfoundation@truist.com or call 833.307.2351.
Resources for grantees: Receive your grant, submit reporting, and other support
Once you’ve received communication from Truist Foundation regarding your application status, you may have questions about the next steps in our partnership. Read through what you can expect for these next steps, and follow the link to submit the necessary information.
Next steps to take note of:
- Sign and return our Grant Agreement via Docusign
- Submit payment information to let us know how you’d like to receive your grant payment via our secure portal on Benevity
- Depending on the size of your grant, prepare to submit your Monitoring, Evaluation, and Learning (MEL) reports on a quarterly, bi-annually, or annually cadence – you will receive notifications when your reports are available for submission
Questions?
For more information on reporting requirements, please refer to our Grantee Guidebook linked here. For other questions or for information about the Grant Acknowledgement or Payment Information submission, please email truistfoundation@truist.com or call 833.307.2351
Truist Foundation application FAQ
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The Truist Foundation supports our communities by investing in innovative nonprofits that align with our key areas of focus: building career pathways to economic mobility and strengthening small businesses. Learn more on our website here.
Although we understand that nonprofits have multiple needs, we'd like all applicants to choose one focus area that's the best fit.
Truist also invests in other areas such as thriving communities, education and disaster relief and recovery, but please note these grant requests are only reviewed if they were submitted with an invitation code.
We don't have a set amount or average grant size. The minimum grant is $5,000. Grant amounts are based on the strength of the program and how many people it impacts as well as how it aligns with our pillars and mission. We like to build our giving amounts as we build a relationship with the grantee.
If you submitted your application by the posted deadline, you'll receive an email notification of the decision approximately four months after the deadline. Thank you for your patience as we work through the internal review and meeting process.
Generally, we require grantees to wait at least three years between their grant award and the next request. We do this because the Truist Foundation doesn't make multiyear grants, nor do we support annual grants. This policy allows us to provide grantees with all funding at the time of the award to support longer-term needs. If your organization doesn't receive a grant, there's no waiting period to apply again.
We do accept applications from fiscal agents and fiscal sponsors for programs that meet the Building Career Pathways to Economic Mobility or Strengthening Small Businesses pillar. If the grant application is approved, the fiscal agent or fiscal sponsor will be required to submit a final report* on behalf of the organization receiving the funding approximately one year after the approval.
*Please refer to the Monitoring, Evaluation and Learning (MEL) reporting requirements linked here.
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Qualifying organizations meet basic criteria to be considered for charitable funding at Truist and may move forward with a grant application; however, meeting the qualifying organization criteria does not guarantee a grant will be provided.
The following types of organizations may qualify to receive funding:
- Grants may be approved for organizations classified as 509(a)(1) or 509(a)(2) public charities under Section 501(c)(3) of the Internal Revenue Code. This includes churches (for secular, charitable programs only), educational organizations, hospitals, and publicly supported organizations.
- Organizations, as well as the intended use of funds, must align to one of the established Truist Foundation giving pillars and must not fall under the “non-qualifying” or “ineligible” categories below. Additionally, evaluation of each grant request will be based on such factors as program management and budget, sources of income population served, distinctive features and community impact.
- All organizations must be U.S.-based.
- All organizations must comply with the USA Patriot Act.
When submitting an application, your organization's 501(c)(3) status will automatically be verified by our online system, so there’s no need to submit a copy of your organization's 501(c)(3) federal tax exemption letter from the IRS. However, if your organization is a 509(a)(3) supporting organization, please include a letter from your chairman, executive director, tax team or legal counsel that outlines:
- Whether your organization is a Type I, II or III supporting organization and the name of the supported organization(s)
- If your organization is a Type III supporting organization, confirmation that your organization is functionally integrated with the supporting organization(s)
- List of your organization's board of directors and their affiliation
If any of the Non-Qualifying criteria applies, the organization does not qualify to be considered for charitable funding at Truist and the organization should not move forward with an application. If an application is submitted, a grant will not be approved.
The following types of organizations do not qualify to receive funding:
- Any organization that does not qualify as a tax-exempt organization under section 501(c)(3) of the U. S. Internal Revenue Code.
- Non-functionally integrated Type III supporting organizations described in Code section 509(a)(3).
- Organizations that are described in a different subsection of Code section 501(c), such as a social welfare organization described in section 501(c)(4) or a trade association described in section 501(c)(6).
- Political candidate committees, political parties, political action committees, political campaigns or lobbying activities, ballot measure committees, associations, and other political organizations.
- Religious organizations (churches, synagogues, mosques, other houses of worship) with tax status identified as 170(b)(1)(A)(i) or other organizations primarily promoting religious purposes.
- Faith-based community service organizations or schools may be considered if their programs are open to all individuals in the community regardless of religious beliefs and serve a secular purpose, such as a food pantry, homeless shelter or education.
- Private elementary and secondary schools as listed by the U.S. Department of Education's National Center For Education Statistics (NCES), unless the majority of students represent low- to moderate-income households or otherwise vulnerable children.
- Donor-advised funds, private foundations, personal trusts, endowments, individuals or families, including assistance with scholarships, humanitarian efforts, bills, or to assist specific persons following a catastrophic event, accident, or injury.
- Organizations providing grants, loans, compensation, or similar payments to donors, fund advisors, or related parties.
- Organizations that do not comply with our nondiscrimination policy, that attack or malign individuals or groups of individuals based on their demographic or other immutable characteristics or act based on other prejudices, or that have a policy of discrimination on the based on race, creed, national origin, color, religion, class, sex, sexual orientation, gender identity, age, disability, veteran status, or any other classification protected by applicable law.
- Any organization on the Office of Foreign Asset Control (OFAC) watch list, or that has an individual on the OFAC watch list, or that do not comply with their established guidelines. Additionally, Truist Foundation reserves the right to utilize other national or international watch lists when vetting organizations.
- Any organization that Truist Foundation, in its sole discretion, considers noncompliant with applicable law, controversial, or otherwise incompatible with its mission and core values.
While some organizations may meet the Qualifying organization criteria, if the request meets one or more of the Ineligible Requests criteria, their application will be ineligible. The organization should not move forward with an application; if an application is submitted, a grant will not be approved.
- Requests that provide Truist Financial teammates, Truist Financial or related parties a direct or indirect material benefit from the organization such as athletic booster club benefits, dinners or other special events.
- Requests seeking support for annual grants or general operations (except for United Way chapters), conferences without a charitable focus, documentaries and films, medical or scientific research, membership dues, scholarships, sponsorships, fundraising events or travel-related events, including student trips or tour.
- Requests related to pledges or legally-binding financial obligations made by donors, fund advisors, or related parties.
- Requests seeking support for deficit reduction.
For any additional questions, please email truistfoundation@truist.com