Youth Leadership Development

Nonprofit, Endowment & Foundations: Client Solutions

Girl Scouts West Florida

Guiding the organizations that help our communities flourish.

Client Description

Our nonprofit client, with a total membership of nearly 9,000 adults and 19,000 girls, works to build courage, confidence and character in girls living in West Central Florida.

Client Objective

The organization was looking for a bank that would not only meet its banking needs but also provide investment leadership. In 2013, the Regions Philanthropic Solutions team began serving as the investment manager for the group’s long-term investment and endowment accounts, and Regions Institutional Services began serving as the 3(38) investment fiduciary for its retirement account.

Our Solution

The Regions Philanthropic Solutions team has worked with the client to develop an investment strategy that aims to further the organization’s mission by growing the long-term investment account. In addition to the Endowments and Foundations relationship, Regions is involved across multiple areas of the organization, including incorporating Regions Next Step® financial wellness training for employees and members.

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