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Investment and Administrative Services for Nonprofits

Regions’ Endowments and Foundations was formed to specifically focus on serving the ever-changing investment and administrative needs of the growing nonprofit community. Today, these professionals oversee more than 1,400 nonprofit accounts totaling over $5 billion in assets.

We take a consultative approach to help organizations and foundation boards manage their fiduciary responsibilities. Our nonprofit clients benefit from the administrative experience of our Relationship Consultants and the investment management knowledge of our Portfolio Managers. Services offered to our clients include:

*Investment Management of Portfolio Assets *Unitized Sub-Accounting
*Asset Allocation Modeling *Grant Administration Services
*Asset Class Research, Analysis, and Recommendations *Policy Development Specific to Nonprofits
*Investment Manager Selection *Administration of Planned Gifts
*Comprehensive Performance Reporting *Management of Donor Advised Funds & Gift Annuity Funds
*Economic Reviews *Custody and Safekeeping
*Investment Policy Consultation & Spending Policy Analysis *Tax Reporting and Preparation of Returns

Our team understands the challenges facing nonprofit organizations today, and we are experienced in helping clients meet a full range of objectives.

Regions has broad investment capabilities designed to meet our not for profit clients' investment needs and objectives. Regions uses proprietary investment management as well as an open architecture solution that includes what we believe to be some of the industry's premier separate account managers, mutual funds, exchange traded funds and alternative assets.

We would like to be your trusted partner. Call us at 1-800-815-1652 or tell us more about your wealth management needs and an experienced professional will contact you.

 

Some products and services are made available through Regions Asset Management, a business unit within Regions Wealth Management. Investment advisory services are offered through Regions Investment Management, Inc. ("RIM"). RIM is an Investment Adviser registered with the U.S. Securities & Exchange Commission pursuant to the Investment Advisers Act of 1940. RIM is a wholly owned subsidiary of Regions Bank, which in turn, is a wholly owned subsidiary of Regions Financial Corporation.