Nonprofits, Endowments and Foundations
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Play VideoRegions Institutional Services has a team of Endowments & Foundations specialists dedicated to helping clients achieve their mission.
We serve non-profit clients by optimizing their investment policies and portfolio construction, as well as offering best practices to improve administrative elements for their organization.
Services offered to our clients include:
- Investment Management
- Asset Allocation Analysis
- Unitized Sub-Accounting Services
- Grant Administration Services
- Guidance as to Policy Development
- Administration of Planned Gifts (Charitable Trusts/Gift Annuities)
- Custody Services
- Adherence to Socially Responsible Guidelines
Types of Clients we work with:
- Community Foundations
- Corporate Foundations
- Private Foundations
- Colleges and Universities
- Public and Private Schools
- Health and Human Service Organizations
- Churches and Religious Organizations
- Arts Organizations
- Individuals and Families Establishing
- Charitable Trusts
To learn more about our Endowment and Foundation team, call 1‑800‑REGIONS