Nonprofits, Endowments and Foundations

Regions Endowments and Foundations group is committed to finding good and helping it grow.

Our solutions-based approach guides non-profits through the dynamics of stewarding an endowment fund by providing guidance on their investment policies and portfolio construction, as well as offering best practices to improve administrative elements for their organization. Regions’ consultative approach, institutional experience, and organizational commitment help guide you so you can do more to help others.

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