Nonprofits, Endowments and Foundations

Wealth Management

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Regions 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

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