Regions Matching Gifts for Recent Retirees
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Retirees of Regions and its affiliated companies are eligible for the Matching Gift Program for up to 5 years after retirement (the gift date must be within the first 5 years of retirement). Regions will match donations of $25 or more, up to a total of $1,000 per year per retiree.
Retirees should use this form to submit a request for a match. The Regions Community Affairs team will contact the organization on your behalf to verify the gift and review eligibility.
Deadline: You have until June 30 of the following year to submit a match request for a gift from the previous year (for example, you have until June 30, 2023 to submit a match for a gift in 2022).
Please carefully review the following eligibility guidelines before submitting:
The recipient organization must be a 501(c) or 170(c) organization located in a state where Regions or its affiliate has a physical office space* (except for accredited educational institutions, which may be located anywhere in the United States) and has a primary mission that clearly fits one of these categories:
- Education and Workforce Readiness - Supporting career prosperity through Pre-K to 12th grade initiatives, teacher training and post-secondary partnerships
- Economic and Community Development - Supporting economic prosperity through affordable housing, job creation, small-business development, homebuyer education and retention, neighborhood revitalization and stabilization, food security/hunger relief
- Financial Wellness - Supporting financial prosperity through K-12 and college financial education, adult and workforce financial empowerment
- Arts and Culture - Organizations that promote visual or performing arts, historical or science museums, zoos, botanical gardens, libraries, parks or public radio and television
- Service Members and Veterans - Organizations that have a primary mission of supporting U.S. military service members and veterans
- Individuals with Disabilities - Organizations that have a primary mission of supporting individuals with disabilities
The following gifts are not eligible:
- Donations to human service and umbrella organizations whose primary mission does not fall in the above categories (e.g., Rotary, Kiwanis, Salvation Army, Junior League, etc.)
- Donations to funding institutions that award grants to other organizations (e.g., United Way, Community Foundations, etc.)
- Donations to health-related causes
- Donations from which the individual derives a tangible benefit
- Donations of real estate or personal property (only monetary contributions)
- Donations collected from sources other than the individual signing the application
- Donations from an individual’s spouse or family members
- Donations to organizations that engage in illegal or discriminatory practices
- Athletic support of any kind
- Tuition payments, books and other student fees
*Effective 2/1/23, organization must be located in one of the the following states:
AL, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, KY, LA, ME, MI, MO, MS, NC, NH, NJ, NY, SC, TN, TX, UT, VA.
Regions retains the right to decide the eligibility of any matching gift application on a case-by-case basis.
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Must be less than 5 years from today to be eligible for a matching gift
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(200 character maximum)
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Minimum of $25 per gift and maximum of $1,000 total per year per retiree
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By submitting this form, you certify that neither your family nor you will derive any direct or indirect financial or material benefit from this contribution, and that you authorize the above-named recipient organization to report this gift to Regions Bank for the purpose of applying for a matching gift.
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