Nonprofits, Endowments and Foundations

Wealth Management

Find out what questions you might ask to determine whether a Consultant could be a good fit for your organization.

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Regions has a team that specializes in helping to meet the unique needs and goals of nonprofit organizations.

At Regions, our mission is to make life better. We understand the importance and the value each nonprofit contributes to the community. We share many of the same core values, so our interests are often aligned with our clients. By partnering together, we can make lives better.

Regions’ Endowments and Foundations was formed to specifically focus on serving the ever-changing investment and administrative needs of the 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
  • Asset Allocation Modeling
  • Asset Class Research, Analysis, and Recommendations
  • Investment Manager Selection
  • Comprehensive Performance Reporting
  • Economic Reviews
  • Investment Policy Consultation & Spending Policy Analysis
  • Unitized Sub-Accounting
  • Grant Administration Services
  • Policy Development Specific to Nonprofits
  • Administration of Planned Gifts
  • Management of Donor Advised Funds & Gift Annuity Funds
  • Custody and Safekeeping
  • 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.

Call us at 1-800-REGIONS

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