Educational & Social Services

Guiding the organizations that help our communities flourish.

Client Description

Our client is a charitable foundation that primarily gives to religious institutions with an additional commitment to supporting higher education and social services.

Client Objective

The foundation had an existing relationship with Regions. As the foundation grew, the group sought to engage the specific experience of the Regions Endowments and Foundations team to manage its endowment and to engage leaders with institutional experience and an organizational commitment.

Our Solution

The Regions team constructed an investment portfolio built upon the foundation’s existing resources and created a pipeline for future giving. Through the applications of Regions’ investment strategies, the foundation has been able to give between $700,000 and $1 million annually to various charities with no additional funding coming into the endowment.