Philanthropic Solutions for Nonprofit Organizations

Wealth Management

We’re committed to finding good and helping it grow.

Our specialized staff focuses on serving the unique investment needs of nonprofits, and offers best practices to improve administrative elements for the organization.

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Regions can help guide your organization’s investment needs

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

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.

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