Regions Bank is a firm that provides fiduciary trustee, financial advisor, investment management, commercial bank, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in Tennessee, Alabama, and Florida (although they are present in other states as well).
Most Regions Bank clients are health and welfare funds, elementary and secondary schools, outpatient health care practitioners and facilities, hospitals, child and youth services, and grantmaking foundations with revenues ranging from $6.2 million to $205 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Winchester Thurston School (WT) | 501(c)(3) | Pittsburgh, PA | ||
| 2 | United States Letter Carriers Mutual Benefit Association | 501(c)(5) | Washington, DC | ||
| 3 | Donna Klein Jewish Academy (DKJA) | 501(c)(3) | Boca Raton, FL | ||
| 4 | Kelly Gene Cook Sr Charitable Foundation | 501(c)(3) | Houston, TX | ||
| 5 | University of Alabama Health Services Foundation | 501(c)(3) | Birmingham, AL | ||
| 6 | Baptist Health Care | 501(c)(3) | Pensacola, FL | ||
| 7 | Family Support Services of North Florida (FSSNF) | 501(c)(3) | Jacksonville, FL | ||
| 8 | John Ed Chambers Memorial Hospital | 501(c)(3) | Danville, AR | ||
| 9 | French Camp Academy | 501(c)(3) | French Camp, MS | ||
| 10 | Aw Brown Leadership Academy | 501(c)(3) | Dallas, TX | ||
| ... | and 21 more Regions Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Regions Bank in the nonprofit sector include RBC Capital Markets, Fiduciary Investment Advisors, Sei, Oneamerica Retirement Services LLC, Benefit Plans Admin Services, Inc., Minnesota Life Insurance Company, Kestra Advisory Services LLC, Matrix Trust Company, Fidelity, and Principal.
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