Philanthropic Solutions for nonprofit organizations

Our specialized staff focuses on serving the unique investment needs of nonprofits, and offers leading practices to provide administrative guidance for each client organization.

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We’re committed to finding good and helping it grow

Our long history of collaboration with nonprofit clients allows us to share leading practices and nonprofit industry leadership. Using our institutional experience and organizational commitment, we help guide you so you can do more to help others.

Using a consultative approach, we offer a broad range of services to our clients including:

Investment management.
Asset allocation analysis.
Unitized sub-accounting services.
Guidance regarding policy development.
Administration of planned gifts, such as charitable trusts and gift annuities.
Grant administration.
Prudent management of endowed funds.

Types of clients we serve

Educational institutions

Religious organizations

Arts & cultural organizations

Health & human service organizations

Corporate foundations

Community foundations

Private foundations

Let's connect

We look forward to speaking with you. Please provide your contact information and we’ll contact you by email or by phone within two business days.

If you’re affiliated with a nonprofit organization, please include the name of the organization in the Comments field.

First and last name

Email address

Phone number Optional

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By submitting this form, you authorize a Regions associate to contact you using the information you have provided. Confidential, personal or financial information will never be sent or requested in an email from Regions Bank, unless we provide you with a secure method for transmitting the information when/if a relationship is established.