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 Alabama, Florida, Mississippi, and Tennessee (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 $2.7 million to $114 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Palm Beach Day Academy | 501(c)(3) | Palm Beach, FL | ||
| 2 | University of Alabama Health Services Foundation | 501(c)(3) | Birmingham, AL | ||
| 3 | Southern Research Institute | 501(c)(3) | Birmingham, AL | ||
| 4 | Aw Brown Leadership Academy | 501(c)(3) | Dallas, TX | ||
| 5 | French Camp Academy | 501(c)(3) | French Camp, MS | ||
| 6 | Webster Cantrell Youth Advocacy | 501(c)(3) | Decatur, IL | ||
| 7 | McWane Science Center | 501(c)(3) | Birmingham, AL | ||
| 8 | South Arkansas Regional Health Center (SARHC) | 501(c)(3) | El Dorado, AR | ||
| 9 | Franciscan Missionaries of Our Lady Health System | 501(c)(3) | Baton Rouge, LA | ||
| 10 | Family Support Services of North Florida (FSSNF) | 501(c)(3) | Jacksonville, FL | ||
| ... | and 16 more Regions Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Regions Bank in the nonprofit sector include Benefit Plans Admin Services, Inc., RBC Capital Markets, Global Retirement Partners LLC, Kestra Advisory Services LLC, Matrix Trust Company, Fidelity, Raymond James and Associates, Massachusetts Mutual Life Insurance Co., Charles Schwab Bank, and Newport Group, Inc..
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