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- In Our Community
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Nonprofits
For Groups Giving to the Greater Good
Our team is passionate about connecting with people who share our values and serve to benefit the community, which is why Regency is the preferred fund management partner for numerous nonprofits and community benefit organizations. Our reputation for success is rooted in our commitment to developing and nurturing portfolios with minimized risk. With a focus on longevity and sustainability in pursuit of your mission, it’s our privilege to contribute toward your organizational efforts.
Relevant Services
Investment Management
- Nonprofit & Endowment Investment Management
- Selection, Monitoring, & Maintenance
- Board Support & Education
- Nonprofit Financial Planning
- Tax Efficiency Strategies
- Fiduciary Support Services
- Outside Investment Review
Retirement Plans
- 401k Participant Service
- Tax-Deductible Contributions
- Tax-Free Asset Growth
- Flexible Plan Options
- Employer & Employee Education
- Diversified Investment Options
- Oversight & Compliance
More Information About How We Help Our Clients