Community Foundation

Guiding the organizations that help our communities flourish.

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

Regions Philanthropic Solutions team’s involvement with the foundation began with the management of a multimillion-dollar endowed fund.

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 and Festivale 50, a local showcase for the arts.