Community foundation
Helping foundations sustain and expand their impact
Client description
Our client is the only foundation of its kind dedicated to perpetually enhancing the lives of each person in its community. The foundation has served the area for nearly a half-century, and more than 130 charitable agencies rely on the foundation’s generous donor-funded grants, which are distributed annually.
Client objective
As a steward of charitable resources dedicated to improving lives across its community, the foundation sought a financial partner that could help preserve and grow its assets, support its evolving operational needs, and strengthen its capacity to increase grantmaking and community impact over time.
Our solution
Regions’ relationship with the client is holistic and encompasses many of the foundation’s banking and wealth management needs. The implementation of investment strategies and financial solutions has enabled the foundation to further its commitment to the community and expand its outreach to local charitable agencies. Regions and the foundation have worked together on several initiatives such as the campaign to end childhood hunger.
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