Nonprofits, Endowments and Foundations

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