FSR Impact Report 2014

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IMPACT REPORT



TABLE OF CONTENTS Message from our CEO..............................................5

Allstate Insurance Company.......................................... 36 John Deere Financial Services...................................... 37

Impact by the Numbers.............................................6 CSR Companies of the Week..................................10

Operation Hope................................................................... 38 Comerica Bank..................................................................... 39 CIT Group Inc........................................................................ 40

Webster Bank......................................................................... 10

BMO Financial Group........................................................ 41

Raymond James................................................................... 11

Toyota Financial Services................................................ 42

Synovus..................................................................................... 12

Popular Community Bank............................................... 43

BBVA Compass..................................................................... 13

Webster Bank........................................................................ 44

Unum.......................................................................................... 14

People’s United Bank........................................................ 45

The Hartford........................................................................... 15

Working in Support of Education (w!se)................. 46

People’s United Bank......................................................... 16

Bank of the West................................................................. 47

KeyCorp.................................................................................... 17

Junior Achievement........................................................... 48

MUFG Union Bank................................................................ 18

MUFG Union Bank............................................................... 49

SunTrust Banks, Inc............................................................. 19

M&T Bank................................................................................ 50

Trustmark................................................................................. 20

SER National.......................................................................... 51

LPL Financial.......................................................................... 21

Capital One............................................................................ 52

Assurant.................................................................................... 22

SunTrust Banks, Inc............................................................ 53

Bank of America................................................................... 23

SFEPD....................................................................................... 54

Capital One............................................................................. 24

TSYS.......................................................................................... 55

BB&T Corporation................................................................ 25

BB&T Corporation............................................................... 56

Discover.................................................................................... 26

Allstate Insurance Company.......................................... 57

TD Bank.................................................................................... 27

The Hartford.......................................................................... 58

BB&T Corporation................................................................ 28

KeyCorp................................................................................... 59

Toyota Financial Services................................................. 29

Jump$tart Coalition........................................................... 60

BBVA Compass..................................................................... 30

Mutual of Omaha................................................................. 61

LPL Financial.......................................................................... 31

Trustmark................................................................................ 62

Western & Southern Financial Group......................... 32

Fifth Third Bank................................................................... 63

Wells Fargo & Company................................................... 33

Bank of Hawaii...................................................................... 64

KeyCorp.................................................................................... 34

ThanksUSA............................................................................. 65

The Hartford........................................................................... 35

LPL Financial......................................................................... 66


TSYS...........................................................................................67

LPL Financial.......................................................................98

Synovus.....................................................................................68

MUFG Union Bank.............................................................99

Webster Bank.........................................................................69

TSYS........................................................................................100

Barclays.....................................................................................70

People’s United Bank......................................................101

People’s United Bank.........................................................71 TD Bank....................................................................................72 City National Bank...............................................................73 MUFG Union Bank................................................................74 Barclays.....................................................................................75 Discover....................................................................................76 ThanksUSA..............................................................................77 Unum..........................................................................................78

2014 CSR National Sponsors.................................102 2014 CSR National Non-Profit Partners............106 113th CSR Honorary Congressional Host Committee.........................................................108 Financial Literacy Focus..........................................112

BBVA Compass.....................................................................79 Synovus.....................................................................................80 TD Bank....................................................................................81 Ameriprise Financial, Inc..................................................82 Lincoln Financial Group....................................................83 BB&T Corporation................................................................84 Toyota Financial Services.................................................85 Capital One.............................................................................86 SunTrust Banks, Inc.............................................................87 Comerica Bank......................................................................88 TSYS...........................................................................................89 KeyCorp....................................................................................90 Webster Bank.........................................................................91 Assurant....................................................................................92 The PrivateBank....................................................................93 Wells Fargo & Company...................................................94 Bank of the West..................................................................95 First Horizon National Corporation.............................96 Allstate Insurance Company...........................................97

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CSR Leadership Awards..........................................114


MESSAGE FROM OUR CEO

The financial services industry again gave back in 2014, and the industry’s efforts made a real and positive impact. Thank you for all you did to make our Corporate Social Responsibility efforts a success. More than 434,000 community service projects were completed and those projects involved volunteer efforts by more than 598,000 member company employees. This demonstrates a significant increase over last year. In addition, FSR member companies raised and contributed more than $433 million to charities and nonprofit organizations in 2014. This 2014 Corporate Social Responsibility Impact Report showcases our member company efforts to help their local communities. The Corporate Social Responsibility narratives also known as “Company of the Week” continue to exemplify how member company projects benefit consumers. Events and programs supporting financial literacy, recycling, feeding the hungry and park revitalization are just a few examples of the great work by our member companies to serve their communities. Our focus on financial literacy efforts continues with more than 37,000 financial literacy projects completed last year. Volunteers worked hard to increase financial education by spending time in classrooms or by working with FSR’s national financial literacy non-profit partners. FSR’s commitment to Corporate Social Responsibility will continue under the leadership of our 2015 Corporate Social Responsibility Chairman Beth Mooney, President and CEO, KeyCorp. We are grateful for her leadership and service. Thanks again and let’s make 2015 another noteworthy year for community service!

Tim Pawlenty CEO, Financial Services Roundtable

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IMPACT BY THE NUMBERS

IMPACT BY THE NUMBERS •

KeyCorp participated in their 24th “Neighbors Make the Difference Day” where 7,000 employees volunteered at 764 non-profits donating 30,000 hours, worth more than $800,000 in salary equivalency.

Allstate employees, agency owners, friends and family logged more than 14,000 volunteer hours at 400 non-profits.

• 700 Barclays’ summer interns, new hires and recent promotes revitalized parks and schools across New York City. • The TSYS Omaha team built sand sculptures in the Nebraska Children’s Home Society’s Sand in the City® which drew more than 23,000 visitors and 200 volunteers raising more than $100,000.

• Toyota Financial Services provided over $3.4 million in scholarships to more than 600 students as part of its “Making Life Easier” scholarship program. •

Thousands of BMO Financial Corp. employees participated in “BMO Volunteer Day” volunteering 19,000 hours or the equivalent of 475 workweeks or nine years of full-time service donated to community service projects in one single day.

In six years the BB&T Lighthouse Project completed 6,600 local projects, associates volunteered 325,000 hours and helped 9.7 million people.

Since 2005, The Allstate Foundation Domestic Violence Program has helped 400,000 domestic violence survivors leave abusive relationships through financial education, job training and readiness and microenterprise programs.

• More than 23,000 children participated in TD Bank, America’s Most Convenient Bank® Summer Reading Program. • At a student-run MUFG Union Bank branch staffed by student bankers who provide banking services to students, teachers, and parents, 41 students have completed the program and five student bankers work at the bank’s branches. 6


IMPACT BY THE NUMBERS

• The work of 400 Discover volunteers at the Lambs Farm benefited 13 non- profit organizations in the Chicago area including Habitat for Humanity, Ronald McDonald House and Save-a-Pet Adoption Center. •

Unum’s Colonial Life awarded $25,000 to teachers in South Carolina to fund innovative school projects that engage students and improve learning.

More than 1,200 BBVA Compass employees volunteered 6,800 hours to teach financial education to children, hold workshops on small business and affordable housing, and offer their professional expertise to community development organizations.

• TD Bank, America’s Most Convenient Bank® celebrated “TD Tree Days” with more than 1,000 volunteers planting 1,100 trees in 21 locations. • Barclays reached 2.43 million young people as part of their global commitment to change “5 Million Young Futures”. • The SunTrust Foundation donated $1.5 million to help organizations advance financial well-being, plus $900,000 to promote financial education.

• Webster Bank held 80 public seminars on the prevention of financial elder abuse.

• Toyota Financial Services donated $5 to a national nonprofit partner for every customer who committed to paperless billing, providing over $300,000 to date. • At Transamerica 100 employees packed 36,000 meals for children and their families. • Raymond James Financial donated more than 18,000 pounds of canned goods to needy families through the annual “Sack Hunger” campaign resulting in 15,263 meals. • More than 400 employees of The Hartford raised over $83,000 to help Junior Achievement provide programs that inspire and prepare students to be financially literate, workforce ready and entrepreneurial. • KeyCorp awarded college students more than $18,000 worth of prizes during its 10th Annual “Minority MBA Case Competition”. • SunTrust teammates contributed $6.2 million during their annual United Way campaign and logged over 180,000volunteer hours.

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IMPACT BY THE NUMBERS

• More than 1,500 Trustmark associates from Alabama, Florida, Mississippi, Tennessee and Texas participated in the company’s 5th Annual “Jerseys and Jeans Day” raising over $27,000 since its inception five years ago.

• During “Financial Literacy Days” Comerica volunteer teachers educated more than 1,000 students at Stafford Middle and High School on how to be money smart, understand the banking system, and how to save for the future.

• T hrough the Assurant Foundation’s matching gifts and grant programs, the company provided more than $2.7 million in financial support to over 1,000 nonprofit organizations.

• CIT Group, Inc. employees helped combat hunger by donating over 41 tons (82,000 pounds) of food to two local food pantries, providing approximately 69,500 meals.

• S ince 2012, Discover’s Pathway to Financial Success program has awarded nearly $6 million in financial education grants to over 500 schools across the country. • T D Bank, America’s Most Convenient Bank® WOW! Zone and adult financial education programs reach an average of 100,000 children and adults each year from Maine to Florida. • The Hartford committed $16 million over five years to help small businesses succeed through its “Communities with HART” initiative. • Fifth Third Bancorp helped over 244,000 people in search of new jobs on their innovative, 40-foot Ebuses known as Financial Empowerment Mobiles. • Over the past 22 years, Western & Southern Financial Group and its corporate foundation have contributed more than $1.2 million to the National Multiple Sclerosis Society. • John Deere Financial Services mentors have logged 284 volunteer hours, read 1,049 books and over 34,105 pages, in support of The “Power Breakfast” reading program.

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IMPACT BY THE NUMBERS

• Since 2009, Ameriprise has helped provide more than 35 million meals and volunteered 120,000 hours in support of building stronger communities. • TSYS team members across the nation donated more than $1.55 million to the TSYS United Way campaign.

• The Bank of Hawaii Foundation awarded 26 students $91,000 to encourage their pursuit of undergraduate studies in any field at an accredited college or community college.

• KeyCorp’s commitment to helping the homeless totals more than $100 million in investments.

• Synovus awarded ninety-four scholarships totaling $114,000. • C ity National Bank donated 1,000 backpacks filled with school supplies to 30 elementary schools and one nonprofit group in California, Nevada, New York, Tennessee and Georgia. • Wells Fargo team members pledged a record breaking $70.5 million and 350,000 volunteer hours during its 2014 Community Support and United Way Campaign. • Bank of the West partnered with several non-profits including Operation HOPE, Junior Achievement and the National Theatre for Children, as well as local school districts and federal and state agencies to reach more than 10,000 students through its diverse, educational programs. • The First Tennessee Foundation launched the “150 Days of Giving,” granting $5,000 to a different nonprofit each day for 150 days, beginning on the bank’s 150th birthday.

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CSR COMPANY OF THE WEEK

WEBSTER BANK Webster Bank Employees Raise Record Amount for United Way Campaign

The Webster Bank Employee United Way Campaign is among the most significant ways its bankers come together to “be the change” and give of themselves in the communities they serve. Once again, they have shown what it means to “Live United” by raising a record-breaking $1.33 million for the 2013 Webster United Way Campaign. The amount raised includes Webster’s individual banker contributions, and a corporate contribution; over

$95,000 came from fundraising events, including an online auction, Jeans Days for United Way, and the Webster United Way Invitational Golf Tournament. The money raised will go to more than 40 United Way chapters and over 100 United Way partner agencies.

(L-R) From Webster Bank: Kathy Luria, SVP, Community Affairs; Jim Smith, Chairman and CEO; Matt Cammarota, SVP, Personal Lending and Vice Chair of Webster’s United Way Employee Campaign; and, Alice Spinella, SVP, Project Management Office and Chair of Webster’s 2013 United Way Campaign.

Congratulations Webster Bank! 10


CSR COMPANY OF THE WEEK

RAYMOND JAMES Drive to “Sack Hunger” Provides More Than 15,000 Meals for Families in Need

Raymond James and The Glazer Family Foundation/Tampa Bay Buccaneers – along with other supporting partners – donated more than 18,000 pounds of canned goods to needy families through the annual “Sack Hunger” campaign, an effort that stocks local food banks around the holidays. The donations are equivalent to 15,263 meals for needy families in the Tampa Bay community and benefited Feeding America Tampa

Bay and Metropolitan Ministries (two local food bank organizations). This year, Raymond James partnered with the Glazer Family Foundation/Tampa Bay Buccaneers, Campbell’s Chunky Soup, United Healthcare and PODS to support the campaign. Since the “Sack Hunger” program’s inception, more than 114 tons of non-perishable and canned food items have been collected.

In addition to the collection drive at the corporate office in St. Petersburg, Raymond James volunteers along with Bucs players and cheerleaders rolled up their sleeves to stock shelves at Metropolitan Ministries.

Congratulations Raymond James! 11


CSR COMPANY OF THE WEEK

SYNOVUS Synovus’ 125th Anniversary Community Projects Impact More Than 100 Agencies

Synovus celebrated 125 years as a banking organization by giving back to the community with its “125 Little Ways to Make A Big Difference” event. This project was part of Synovus’ community outreach program called REACH (Recognizing and Encouraging an Atmosphere of Community and of Hope). Synovus team members partnered with more than 100 community groups and agencies across the company’s five-state footprint. Team

members donated hundreds of hours on projects that included running and walking for the American Cancer Society, building Habitat for Humanity homes, teaching Junior Achievement classes, and landscaping at schools and childrens’ homes. The success of this month-long outreach illustrates the passion Synovus team members have for serving others.

Synovus Regional Credit and Loan Review collected food items for South Columbus Elementary. The items collected are sent home with students each Friday allowing them to have extra food over the weekend.

Congratulations Synovus! 12


CSR COMPANY OF THE WEEK

BBVA COMPASS BBVA Compass Extends Partnership with EverFi to New Markets, Pilots EverFi@Work

BBVA Compass is taking its relationship with EverFi to the next level by expanding to additional markets and adding more classrooms. Plans include maintaining the strong foundation of last year’s program while expanding into new markets in Alabama, Arizona, California, New Mexico and Texas. Additionally, BBVA Compass will partner with a small group of nonprofits to pilot EverFi’s new program for adults, EverFi@Work, an interactive learning experience that will

help individuals manage their financial futures and introduce them to the tools needed to thrive in today’s economy. “We are excited to continue this relationship and look forward to extending these valuable financial lessons to an even larger audience,” said Reymundo Ocañas, BBVA Compass’ Director of Corporate Responsibility and Reputation. “Our goal is to reach 25,000 students and 15,000 low- to moderate-income adults in 25 of our markets over the course of this year.”

BBVA Compass Dallas City President Key Coker entertains a student’s question during an EverFi Financial Knowledge Bowl activity at Peeler Elementary School.

Congratulations BBVA Compass! 13


CSR COMPANY OF THE WEEK

UNUM Unum Hosts Maine’s Largest Educational Slumber Party

It’s not a typical day at Unum when school buses from around the state pull up and 130 eighth-grade students hop off with sleeping bags, but it’s a special day that employees look forward to each year. Jobs for Maine’s Graduates (JMG) has been teaming up with Unum to offer Urban Adventure for the past nine years. Dubbed ‘Maine’s Largest Educational Slumber Party,’ Urban Adventure has students traveling to Unum’s Portland headquarters, and visiting businesses to

learn about various career opportunities, and the education it takes to follow that pathway. This year students were also exposed to careers in IT by employees in Unum’s Global Services department and participated in a special hands-on event. Unum executives also treated the students to a special version of “What’s My Line” to expose the students to different careers at Unum and to help break down gender bias for certain jobs.

Unum welcomes 8th grade students for the 9th annual JMG Urban Adventure event.

Congratulations Unum! 14


CSR COMPANY OF THE WEEK

THE HARTFORD The Hartford Employees Raise $83,000 for Junior Achievement

More than 400 employees of The Hartford hit the lanes for the company’s second bowl-a-thon to support Junior Achievement of Southwest New England (JA). As part of the event, employees raised over $83,000 to help JA provide programs that inspire and prepare students to be financially literate, workforce ready, and entrepreneurial. The Hartford’s bowl-a-thon was the largest in Junior Achievement of

Southwest New England’s history. JA and The Hartford are focused on serving K-12 students in Greater Hartford by delivering business and financial education in new and engaging ways that extend beyond the classroom. This collaboration has led to the creation of unique, innovative programs such as the JA Entrepreneurial Academy and the JA Be Entrepreneurial Symposium.

One team of bowlers poses during The Hartford’s bowl-a-thon on Feb. 12 to support Junior Achievement.

Congratulations The Hartford! 15


CSR COMPANY OF THE WEEK

PEOPLE’S UNITED BANK People’s United Bank Educates Youth During America Saves Week

During America Saves Week 2014 (February 24 – March 1), and as part of a year-round effort to deliver financial education to all age groups, People’s United Bank joined forces with local organizations throughout its footprint to promote the importance and benefits of saving. People’s United Bank, an America Saves partner, collaborated with other local America Saves members including Job Corps – the nation’s largest career training and education program administered by the U.S. Department

of Labor – for an event to teach young adults about financial management. The event, “Welcome to the Real World,” offered an interactive career exploration and money management exercise that reflects the daily challenges of managing finances as a working adult. Students were provided with a hypothetical monthly salary based on their occupational choice and then given the opportunity to make lifestyle and budget choices.

Clarence Ashe, Customer Service Manager at People’s United Bank, assists a New Haven, Connecticut Job Corps student with banking services during “Welcome to the Real World” learning simulation.

Congratulations People’s United Bank! 16


CSR COMPANY OF THE WEEK

KEYCORP KeyBank Foundation Holds 10th Annual Minority MBA Case Competition

KeyBank Foundation and The Ohio State University partnered to host the KeyBank and Fisher College of Business Minority MBA Case Competition in Cleveland, Ohio. The event, now in its 10th year, is one of the best known and the only minority case competition for college students in the country. Students from more than 20 colleges and universities participated and competed for prizes totaling $18,000. Students receive a

description of a critical business challenge from Key’s Small Business segment and are asked to solve it. On competition day, teams present their solutions to a panel of KeyBank executives, who judge the presentations. This is only one of many initiatives funded by KeyBank Foundation, which contributes more than $18 million annually to organizations that excel in fostering workforce development, financial education, and diversity.

The winning team from the University of Notre Dame received a check for $7,000 from KeyBank Foundation.

Congratulations KeyCorp! 17


CSR COMPANY OF THE WEEK

MUFG UNION BANK Union Bank Celebrates Success of Student-Run Branch, Opens Two More

Union Bank, in partnership with the Los Angeles Unified School District Board of Education, opened the bank’s first two Los Angeles student-run branches. The branches are part of an innovative program designed to provide students with real-world financial education and work experience. Located on the schools’ campuses, the full-service branches are staffed by student bankers who have an opportunity to acquire skills in finance as well as teamwork and leadership and the hands-on experience of working in a

bank. Traditional banking products and services are available to students, school staff, school administrators, and teachers. Union Bank opened its first studentrun branch at McLane High School. Thirty student bankers have graduated from this program and five graduates are currently employed by Union Bank. “We’ve seen a 97 percent incidence of college enrollment in our student banker population,” said Union Bank Senior Vice President, Jan Woolsey.

Student bankers from Union Bank’s new Lincoln High School branch.

Congratulations MUFG Union Bank! 18


CSR COMPANY OF THE WEEK

SUNTRUST BANKS, INC. SunTrust Promotes Financial Well-Being through Volunteerism and Donations

Making a difference is a big part of how The SunTrust Foundation and SunTrust Banks, Inc. operate. The SunTrust Foundation provided significant financial support to various organizations, including educational institutions, local United Ways, Operation HOPE, Junior Achievement, and the American Red Cross. The SunTrust Foundation donations totaled $12 million, and SunTrust donated $1.2 million. SunTrust teammates contributed $6.2 million during their annual United Way campaign, the

largest in the company’s history. Finally, teammates logged more than 180,000 volunteer hours, with significant efforts dedicated to advancing financial wellbeing. In support of Financial Literacy Month in April, SunTrust is promoting its Financial Well-Being training modules and financial education resources for use in community outreach. Each year, the company provides eight hours of volunteer time and a “Day of Purpose” to help deliver financial well-being.

SunTrust teammates, across their footprint, volunteer in ways that promote the company’s “Purpose of Lighting the Way to Financial Well-Being,” and share the value of planning, budgeting, and making sound financial decisions.

Congratulations SunTrust Banks, Inc.! 19


CSR COMPANY OF THE WEEK

TRUSTMARK “Jerseys and Jeans Day” Benefits Communities in Trustmark Markets

More than 1,500 Trustmark associates from Alabama, Florida, Mississippi, Tennessee, and Texas participated in the company’s 5th Annual “Jerseys and Jeans Day,” by replacing their business attire with jerseys and jeans. During its five year existence, “Jerseys and Jeans Day” has raised over $27,000 that has been put directly back into Trustmark’s markets. “We are proud that our associates choose to be a part of the communities in which they live and work. ‘Jerseys and Jeans Day’ unites our associates and

strengthens our Trustmark team,” said Trustmark CEO, Jerry Host. A beneficiary non-profit organization is selected from each of Trustmark’s markets to provide a local and personal connection to the fundraiser for associates. This year’s beneficiaries included: Big Brothers & Big Sisters, March of Dimes, Relay for Life, United Way, and Habitat for Humanity; local non-profits that support battered women and children, soup kitchens, food pantries, emergency shelters, and Autism support groups also benefited.

(L-R) Melanie Morgan, Senior Vice President, Director of Corporate Communications and Board Relations, Trustmark; Beth Fisher, Vice President and Community Relations Specialist, Trustmark; Walker Satterwhite, Executive Director, Mississippi Food Network; and, Jerry Host, CEO, Trustmark.

Congratulations Trustmark! 20


CSR COMPANY OF THE WEEK

LPL FINANCIAL LPL Financial Advisors Help Put Women on the Path to Economic Empowerment

Ever since LPL Financial advisor Alex Karlinski successfully organized a charity clothing drive over the holidays, she’s been looking for more ways to give back to her community year-round. Dress for Success is an international non-profit that promotes the economic independence of disadvantaged women by providing professional attire, a network of support, and the career development tools to help women thrive. To enable female advisors to help support other women striving toward independence and developing themselves professionally, LPL Financial hosted an accessories drive during its Focus on Women Forum. Attendees donated scarves, purses, and other items and learned more about getting involved with Dress for Success. The team was pleasantly surprised at the amount of donations they received in just a threeweek period. Alex is now thinking about ways her firm can serve their community throughout the rest of the year.

Thadeus (Teddy) Karlinski packs up items received during the Dress for Success drive.

Congratulations LPL Financial! 21


CSR COMPANY OF THE WEEK

ASSURANT Assurant and its Employees Embrace the Tradition of Service

Teaching teenagers about insurance can be challenging. Assurant’s “insurance store” at the Junior Achievement Discovery Center in Atlanta hopes to change that by making the learning experience fun with its custom 12-foot touch screen wall, and iPads for children to play interactive learning games. Creating a store to improve children’s financial literacy is just one of the ways Assurant and its employees continue the company’s strong tradition of giving back to their communities. Assurant’s charitable giving is focused in three

areas: health and wellness, homes and property, and local hometown help. Assurant encourages employees to give back by providing them each eight hours of paid time off per year to volunteer for charitable causes. Through the Assurant Foundation’s matching gifts and grant programs, the company provided more than $2.7 million in financial support to over 1,000 nonprofit organizations. Other outreach programs of the Assurant Foundation include the company’s annual United Way campaign, which raised more than $1.6 million.

A volunteer teaches children about financial literacy in Assurant’s “insurance store” at the Junior Achievement Discovery Center in downtown Atlanta. As a founding partner of the center, Assurant created and designed the store which features interactive learning experiences to help students understand insurance and risk.

Congratulations Assurant! 22


CSR COMPANY OF THE WEEK

BANK OF AMERICA Bank of America Partners With Khan Academy to Help Consumers Build Financial Know-How

Bank of America is leveraging their scale, scope, reach, and expertise to help consumers develop better money habits and strengthen their financial knowledge and understanding. A key component of this work is their partnership with Khan Academy, led by education innovator Sal Khan. Khan Academy’s goal is to help make a difficult and intimidating topic, understanding finances and practicing better money habits, more accessible and compelling. This partnership includes the launch of BetterMoneyHabits.com, a website that brings together Khan

Academy’s accessible approach to online learning and Bank of America’s financial expertise. The videos explore a wide range of financial topics including “Strategies for paying down your debt,” to “Building credit and keeping yours healthy,” and “How does a mortgage work?” They deliver free and unbiased financial know-how to anyone, anywhere. This commitment is evidenced through all the ways Bank of America employees help their customers as well as the expertise they share through their volunteer efforts in local communities.

BetterMoneyHabits.com provides clear, practical information to help consumers learn more about money and prepare them to make important financial decisions.

Congratulations Bank of America! 23


CSR COMPANY OF THE WEEK

CAPITAL ONE Capital One Partners with the Council for Economic Education to Promote Financial Education in Schools

Research shows 36 percent of 18 to 24 year-olds have student loan debt, and 55 percent fear they will not be able to pay down their loans; only one-third have emergency savings, and nearly half carry a balance on their credit cards. This is why Capital One teamed up with the Council for Economic Education to urge school districts across the country to make financial education a mandatory part of core curricula beginning as early as kindergarten. Capital One has long

supported efforts to connect young people with practical information about money management. Capital One works to impact state-level policy to help make or keep financial literacy a core requirement for graduating high school students. Capitol One also works with financial literacy experts to help schools solve for the extra expense this may create by funding the development of curriculum and classroom programming.

Capital One associates regularly spend time in the community connecting young people with practical information about money management.

Congratulations Capital One! 24


CSR COMPANY OF THE WEEK

BB&T CORPORATION BB&T– Dedicated to Financial Education

BB&T believes financial education is not just about money; it has everything to do with understanding the power of money and what it can do for you. The past is filled with tales of people who have overcome obstacles, physical limitations, and education to accomplish great things. BB&T associates take the time to have meaningful conversations with clients to uncover how they can best help them achieve their goals. BB&T considers the

best investment an individual can make is in him or herself, and the sooner the better. During Financial Literacy Month in April, BB&T associates led seminars to share knowledge. Since 2011, over 78,000 students have been reached and provided with basic concepts about banking, insurance, investments, budgeting, higher education, and more. BB&T is proud to be sharing this knowledge to help students achieve a brighter future.

Cantey Alexander, Regional President of the Triad Region, speaks to students about the importance of financial education.

Congratulations BB&T Corporation! 25


CSR COMPANY OF THE WEEK

DISCOVER Discover’s Pathway to Financial Success Program

Discover’s Pathway to Financial Success program was in full swing during Financial Literacy Month. Discover awarded four Delaware public high schools over $85,000 in grants to implement financial education into its curriculum. Five school districts in Maryland were also recipients of over $118,000 in Pathway to Financial Success grants. Since 2012, Discover’s Pathway to Financial Success program has awarded nearly $6 million in financial education grants to over 500 schools across the country. The program

is a five-year, $10 million commitment to bring financial education into high school classrooms around the country. Schools applying for grants must agree to pre- and post-test students in order to receive a grant. Pathway to Financial Success led Discover to be recognized by the Institute for Financial Literacy at its annual conference where the company received an EIFLE (Excellence in Financial Literacy Education) Award for Corporate Leadership in 2014.

Discover presents a check to Queen Anne’s County Schools in Maryland. The money will go towards enhancing a financial education program the school is teaching its high school students.

Congratulations Discover! 26


CSR COMPANY OF THE WEEK

TD BANK TD Bank Celebrates Financial Literacy Month

In celebration of Financial Literacy Month, TD Bank conducted a survey where over 2,000 millennials across the country were asked about their banking behaviors and preferences, as well as their go-to sources for financial information and advice. According to the survey, these young adults take few risks when it comes to managing their money. “The results of our study prove that financial education is not only a key component of financial success, but also that millennials want more support with their personal finances,” said Nandita Bakhshi, Executive Vice President, Retail Distribution and Product, TD Bank. TD Bank’s WOW! Zone and adult financial education programs reach an average of 100,000 children and adults each year in their footprint from Maine to Florida. Aligning with the survey results, an increase in information and lessons regarding online and mobile banking will be a key component for all ages to become successful money managers.

A TD Bank Financial Education Instructor teaches a WOW! Zone class to children in New Jersey.

Congratulations TD Bank! 27


CSR COMPANY OF THE WEEK

BB&T CORPORATION The BB&T Bank Bus Hits the Road for Tax Season

BB&T’s mission of making the world a better place to live includes two important tenets: 1) helping clients achieve economic success and financial security; and, 2) making the communities in which we work better places to be. BB&T’s participation in Volunteer Income Tax Assistance (VITA) sites throughout its footprint assists the Bank in these two tenets as well as presents customer development opportunities. VITA sites

are generally located at community and neighborhood centers, schools, shopping malls, and other convenient locations. Utilizing the BB&T Bank Bus allows tax preparers from the VITA coalitions to provide services in neighborhoods that otherwise would not have access to them. VITA coalitions also encourage their clients to save their refunds by providing additional resources – such as financial education and savings programs.

The BB&T Bank Bus is busy making stops throughout the Southeast and Texas.

Congratulations BB&T Corporation! 28


CSR COMPANY OF THE WEEK

TOYOTA FINANCIAL SERVICES Toyota Financial Services Associates Learn About Los Angeles Area Community Needs During 2nd Annual “Genchi Genbutsu in the Community” Event

Two hundred and fifty Toyota Financial Services (TFS) associates participated in its second annual Genchi Genbutsu (“go and see”) in the Community event. The purpose of this event is to help associates gain exposure to community issues in Los Angeles and learn how TFS’ community partners are addressing them. This year the tour experience began on the bus. Seven buses fanned out through Los Angeles County to tour various communities and learn about key issues

and challenges faced by local youth and adult residents. The excursions were led by community thought leaders who are experts on the communities toured. The tours included stops at community partners currently supported by TFS including, A Place Called Home, Fremont High School, P.S. Arts, Los Angeles Mission, Boys & Girls Clubs of Carson, Los Angeles Gay and Lesbian Center, and All Peoples Community Center.

TFS associates board seven buses for Los Angeles area community tours.

Congratulations Toyota Financial Services! 29


CSR COMPANY OF THE WEEK

BBVA COMPASS BBVA Compass Kicks Off Local Initiative to Rebuild a Community

BBVA Compass volunteers and Houston Dash players gave new life to a Houston family’s home as part of a joint effort to revitalize the vibrant neighborhood around BBVA Compass Stadium. The home renovation is part of the BBVA Compass and Dynamo Charities Building a Better Houston initiative, and was completed in partnership with Rebuilding Together-Houston. This was the bank’s third annual renovation through the Building a Better Houston initiative, and the first for the Dash, the

city’s new women’s professional soccer team. “With BBVA Compass Stadium sitting in the heart of the East End, the neighborhood has become a special place for the bank and we want to make sure we help revitalize other parts of the East End, too,” said BBVA Compass South Texas Regional Global Wealth Executive, Karen Dixon. Multiple events are held throughout the year as part of the initiative, such as financial education events and soccer clinics.

Homeowner José Rincon and his wife, Rosalinda, enjoyed painting alongside BBVA Compass South Texas Regional Global Wealth Executive Karen Dixon.

Congratulations BBVA Compass! 30


CSR COMPANY OF THE WEEK

LPL FINANCIAL LPL Financial’s “Explore Your Future” Introduces High School Students to Career Opportunities

As part of LPL Financial’s ongoing initiative to prepare underserved youth for college and a future of economic empowerment, the company welcomed high school juniors and seniors to “Explore Your Future,” an interactive career exploration event organized by LPL’s Employee Volunteer Corps. More than 70 enthusiastic students gathered at LPL’s Boston, Charlotte, and San Diego office locations to participate in a variety of activities that offered them the chance to network and receive career guidance from the company’s leaders.

“The students were very impressive,” said Trap Kloman, senior vice president of Investor Relations at LPL. “’Explore Your Future’ provided them a real-world setting in which to challenge themselves, and based on their performance, I believe it instilled greater confidence in them that they are on the right path for success.” Through its Foundation, LPL partners with a number of organizations to provide the support needed to help underserved students achieve academic success, meaningful careers, and responsible citizenship.

Students from the Preuss School, San Diego pose for a group photo after attending “Explore Your Future”.

Congratulations LPL Financial! 31


CSR COMPANY OF THE WEEK

WESTERN & SOUTHERN FINANCIAL GROUP Western & Southern and Associates Team Up to Fight Multiple Sclerosis

Western & Southern Financial Group Chairman, President and Chief Executive Officer, John F. Barrett and his wife, Eileen, are strong

Over the past 22 years, the 126-year-old Cincinnati, Ohio-based company and its corporate foundation have contributed more than $1.2 million to the National Multiple Sclerosis Society. However, Western & Southern’s commitment to the fight against MS goes deeper than sharing financial resources. The company has sponsored Cincinnati’s Walk MS fundraiser since 1993. The company team, Willie’s Walkers, named for former company chairman, the late William J. Williams, had 1,228 members in 2014 and is consistently the nation’s largest. A Western & Southern associate has served on the board of the local MS chapter for decades and the company provides free printing and other in-kind assistance to the MS Society. This relationship with MS is a cornerstone of an extensive corporate philanthropy program that has distributed $8.5 million in donations and corporate sponsorships, with the majority of those dollars staying in the Greater Cincinnati area.

supporters of Western & Southern’s Walk MS sponsorship and the company’s entire corporate involvement program.

Congratulations Western & Southern Financial Group! 32


CSR COMPANY OF THE WEEK

WELLS FARGO & COMPANY Wells Fargo Team Members Deliver on the Healthy Housing Challenge

Wells Fargo & Company and the National Center for Healthy Housing (NCHH), announced an up to $850,000 commitment over three years through the Wells Fargo Housing Foundation to help launch the “Healthy Housing Challenge”. This initiative seeks to improve the homes of seniors, veterans, and low-income families currently living in homes with potential safety and health threats. Wells Fargo team members are committed to completing thirteen projects and serving at least 800 volunteer hours in support of

the “Healthy Housing Challenge”. Since its inception, the Program has mobilized over 192,000 volunteers to build or refurbish 5,000 homes in low-to-moderate income communities. “I couldn’t be prouder that the team who serves our customers so well and so consistently all year long is also generous in supporting the larger community. In the end, what matters most is that our dollars and time are put to use in making life better for people and their families,” said Chairman and CEO John Stumpf.

Wells Fargo team member volunteers.

Congratulations Wells Fargo & Company! 33


CSR COMPANY OF THE WEEK

KEYCORP Neighbors Make the Difference

Cleveland’s skyline featured a red glow in the early hours of May 14, as the historic Terminal Tower building was bathed in red light to herald Key’s 24th annual “Neighbors Make the Difference Day”.

On May 14, KeyCorp employees participated in “Neighbors Make the Difference Day,” the company’s 24th annual day of volunteer community service. This year, nearly 7,000 employees volunteered at 764 nonprofits and donated nearly 30,000 hours, worth more than $800,000 in salary equivalency. They spent the afternoon on a wide array of community service projects in 12 states, including teaching financial education, cleaning, packaging meals, and “green” initiatives in support of sustainability. Each year, the day is a visible demonstration of Key’s promise to help its clients and communities thrive. Throughout the 24-year history of Neighbors Day, employees have given more than half a million volunteer hours to their communities, making the day one of the leading organized corporate volunteerism efforts in America. Through volunteerism and philanthropy, Key goes beyond traditional banking activities to improve the neighborhoods in which it does business. Participating in Neighbors Day is a personal decision for each employee, and the tremendous annual turnout shows service is fundamental at Key.

Congratulations KeyCorp! 34


CSR COMPANY OF THE WEEK

THE HARTFORD The Hartford’s Employees Celebrate Small Businesses With “Hart Mobs”

Hundreds of The Hartford’s employees formed “Hart Mobs” to patronize local businesses in cities across the country to celebrate the positive contributions small businesses owners have on their local communities. This effort supported the Small Business Administration’s National Small Business Week. “Organizing a group of employees to shop or eat at our neighborhood small businesses is a great way to show our support and build stronger relationships with our local small business owners,” said Ray Townsend,

founder of the “Hart Mobs” and a premium auditor at The Hartford. “The ‘Hart Mobs’ were created by employees and our goal is to support local small businesses whether or not they are a customer of The Hartford.” During Small Business Week, nearly 300 employees, friends, and family members visited businesses in 14 U.S. cities. Prior to this year’s Small Business Week, there have been nearly 400 employees supporting 24 small businesses in 15 cities across the country.

The Hartford “Hart Mob” ate at the Acropolis Café in Charlotte, North Carolina.

Congratulations The Hartford! 35


CSR COMPANY OF THE WEEK

ALLSTATE INSURANCE COMPANY Allstate Employees and Agency Owners Log 14,000 Hours During Seven Days Dedicated to Giving Back

In Hilo, Hawaii, Allstate Agency Owner Kris Speegle recruited friend Mark Kaainoa to put a fresh coat of paint on the exterior of The Salvation Army Hilo Temple Corps.

Every few months, another “pay it forward” story makes the rounds: a stranger in a grocery store line helps feed a hungry family, a simple deed done in passing makes a lasting impression. Such stories put into perspective the power of “Allstate Week of Service” which took place May 11-17. Allstate employees, agency owners, friends, and family logged more than 14,000 volunteer hours at 400 nonprofits. Participants included everyone from Allstate Executive Vice President and Chief Marketing Officer Sanjay Gupta (who sorted and stocked food at a Tampa Bay, Florida Feeding America warehouse) to agency owners like Hilo, and Hawaii’s Kris Speegle who recruited family, friends and community members to paint The Salvation Army Hilo Temple Corps. Each person who submitted a project earned a $500 grant for their nonprofit organization. Also key to the week’s success were the food drives held at 60 of Allstate’s largest office locations through a partnership with Feeding America. More than 32,000 pounds of food was collected.

Congratulations Allstate Insurance Company! 36


CSR COMPANY OF THE WEEK

JOHN DEERE FINANCIAL SERVICES John Deere Financial Supports “Power Breakfast” at Findley Elementary School

John Deere Financial employees are passionate about helping children develop reading skills. That’s why the company works closely with Everybody Wins! Iowa, a nonprofit organization that focuses on increasing literacy among low-income elementary students. “We are proud to work so closely with this organization,” said Bret Thomas, Executive Vice President, Global Operations, John Deere Financial. The “Power Breakfast” reading program, which began in 2012, has received positive results from students, volunteers, and teachers. In the current school year, John Deere Financial mentors have logged 284 volunteer hours, and read 1,049 books with over 34,105 pages, including several financial literacy books. As part of its ongoing relationship with Findley, John Deere Financial sponsors a pizza party for students who read 400 minutes outside of school, provides school supplies for every student, supports the Junior Achievement program, helps fund a 4th grade field trip to the Science Center of Iowa, and much more.

Dawn Selesky helps a Findley student during “Breakfast with Books” event.

Congratulations John Deere Financial Services! 37


CSR COMPANY OF THE WEEK

OPERATION HOPE Operation HOPE and the Consumer Financial Protection Bureau Sign a Memorandum of Understanding to Promote Financial Education

Financial dignity nonprofit Operation HOPE (HOPE) and the Consumer Financial Protection Bureau (CFPB) joined on April 21 at the U.S. CFPB headquarters in Washington, DC to execute a Memorandum of Understanding. The memorandum details their mutual understanding of the importance of financial education and plans of their future combined efforts to educate the American consumer. “This agreement sets the stage for Operation HOPE’s Project 5117, our multi-year initiative to

empower underserved communities,” said HOPE Founder, Chairman and CEO, John Hope Bryant. “Together with the Consumer Financial Protection Bureau, we have a greater opportunity to broaden our mission, reach more Americans, offer more services and empower more people.” Operation HOPE has four core portfolios that have provided youth and adult financial literacy, economic preparedness, digital empowerment, and home ownership.

Operation HOPE Founder, Chairman, and CEO John Hope Bryant, and CFPB Associate Director of External Affairs, Zixta Martinez after signing the memorandum.

Congratulations Operation HOPE! 38


CSR COMPANY OF THE WEEK

COMERICA BANK Comerica Bank – Committed to the Community

Students from The Detroit Free Press High School Journalism Program (FreepHigh) and the Detroit School of Arts television and radio program attended the Chevrolet Detroit Belle Isle Grand Prix Detroit Sports Broadcasters Association Luncheon. Tony Kanaan, Verizon IndyCar Series driver and reigning Indy 500 champion, took photos with the students and the Indy show car. The students had a chance to hone their reporting skills during a Q&A session with Verizon IndyCar Series driver and reigning Indy 500 champion, Tony Kanaan.

“The Sports Broadcasters Lunch provided a great opportunity for students preparing for a career in the industry to take part in an actual media event,” said Linda Forte, Senior Vice President and Chief Diversity Officer, Comerica Bank. Comerica volunteer teachers also wrapped up the bank’s Financial Literacy Days at Stafford Middle School and High School. Through this collaborative, volunteers helped educate more than 1,000 students on how to become money smart, understand the banking system, and save for the future.

Students from the Detroit Free Press High School and Detroit School of Arts pose with Indy 500 Champion, Tony Kanaan, at Comerica Park Tiger Club.

Congratulations Comerica Bank! 39


CSR COMPANY OF THE WEEK

CIT GROUP INC. CIT Employees Continue to Combat Hunger and Help Their Community

Last year CIT employees donated over 95 tons of food. This year, they were committed to exceeding that number. The 2014 food drive kicked off at the New Jersey office where employees donated over 41 tons (82,000 pounds) of food to two local food pantries. That donation will provide approximately 69,500 meals to families in the state. At least 12 other drives were planned in CIT offices around the world including Florida, Virginia, and Singapore. In addition to the food drives,

employees continue to participate in the CIT Global Employee Volunteer Program and sponsor volunteer projects that support local community organizations. These programs include working in food banks, volunteering in local soup kitchens, preparing healthy meals for children, planting community gardens, delivering meals to homebound seniors, packaging meals for humanitarian aid, building affordable housing for families, and teaching financial education to students.

Employees and Food Bank Representatives at the end of the food drive event in March.

Congratulations CIT Group Inc.! 40


CSR COMPANY OF THE WEEK

BMO FINANCIAL GROUP BMO Financial Group’s Annual Volunteer Day

Launched in the United States in 2001, BMO Financial Group’s annual Volunteer Day has grown to include nearly 6,000 BMO volunteers spread out across the U.S. and Canada. This year’s activities took place in early June and encompassed approximately 400 service projects that included children and youth organizations, elder care, food banks, community housing and health care facilities, family resource centers, parks and recreational facilities, relief organizations, and homeless shelters.

“Our employees are big believers in giving back. It’s a real source of pride across our company,” said Mark Furlong, CEO of BMO Harris Bank N.A. “Every year, we give them the opportunity to skip work and do good.” It is estimated that the thousands of BMO employees who participated in this year’s BMO Volunteer Day will have volunteered nearly 19,000 hours, the equivalent of 475 workweeks or nearly nine years of full-time service donated to community service projects on one single day.

Mark Davis, Florida Regional Director of Banking, BMO Private Bank, helps label food boxes at Palm Beach County Food Bank during BMO Volunteer Day.

Congratulations BMO Financial Group! 41


CSR COMPANY OF THE WEEK

TOYOTA FINANCIAL SERVICES Toyota Financial Services Drives Higher Education by Awarding $1M in Scholarships

The total cost of higher education is a concern for many high school students as they prepare for college in the fall. But for 100 students across the country, Toyota Financial Services (TFS) is helping to alleviate some of the worry. TFS hosted its annual “Community Day” at Toyota Headquarters, where 40 local scholars, family members, and Toyota associates celebrated community volunteerism and the academic success of this year’s “Making Life Easier” (MLE) scholarship recipients. Since 2007, TFS has provided

over $3.4 million in scholarship awards to more than 600 deserving students as part of its “Making Life Easier” (MLE) scholarship program. This year, TFS provided over $1 million to 100 scholarship recipients across the country. Festivities included a performance from the University of California, Los Angeles Bruin Marching Band, a presentation from CEO and President Mike Groff, and the presentation of the inaugural George Borst Community Leader Award.

2014 MLE scholarship recipients honored at TFS’ annual Community Day celebration at Toyota headquarters in Torrance, California.

Congratulations Toyota Financial Services! 42


CSR COMPANY OF THE WEEK

POPULAR COMMUNITY BANK Popular Community Bank and Operation HOPE Celebrate the Launch of “HOPE Inside” In The Bronx

Popular Community Bank, a subsidiary of Popular, Inc. and one of the nation’s premier community banks, celebrated the launch of HOPE Inside from Operation HOPE in the Bronx on June 10. This is the second HOPE Inside location opened in a Popular Community Bank branch in New York. The partnership to develop the HOPE Inside program began with a commitment from Popular Community Bank for four locations in the New York area. Popular Community Bank has committed to launch two more HOPE

Inside locations this year, starting with a location in Brooklyn. “We are thrilled to launch the HOPE Inside Center in the Bronx, the borough where we opened our first branch in New York more than 50 years ago,” said New York Metro Region Executive of Popular Community Bank Brian Doran. The HOPE Inside location at the Popular Community Bank East Tremont Avenue branch offers financial literacy programs and “The Homeownership Program.”

(L-R): Rafael Sanchez, PCB Retail Manager, Manhattan North, Bronx & Queens; Lenny Caro, President of the Bronx Chamber of Commerce; Wanda Matos, PCB East Tremont Branch Manager; John Hope Bryant, Founder, Chairman and CEO, Operation HOPE, Inc.; Brian Doran, NY Metro Region Executive, PCB; Robert Hernandez, PCB Commercial Relationship Officer.

Congratulations Popular Community Bank! 43


CSR COMPANY OF THE WEEK

WEBSTER BANK Webster Bank Partners With Junior Achievement

Webster Bank partnered with Junior Achievement (JA) for “JA in a Day,” Webster’s biggest JA event of the year. Living up to the communities it serves, Webster volunteers taught JA curriculum to hundreds of students in kindergarten through fifth grade at Tinker Elementary School in Waterbury, Connecticut. The goal each year is to bring financial literacy programming to children in a fun and accessible way. Webster believes that the earlier today’s students learn these basic knowledge and skills, the more opportunities they will have to thrive both

professionally and financially. This is a personal investment as well as a financial commitment by Webster bankers to do what matters most. Webster participates in a number of JA activities throughout the year and throughout its four-state footprint from metro New York, New York to Boston, Massachusetts. Webster is a longtime supporter of JA, whose mission is to educate and inspire young people to value free enterprise, understand business and economics, and to improve the quality of their lives.

The Webster Bank team at Tinker Elementary School.

Congratulations Webster Bank! 44


CSR COMPANY OF THE WEEK

PEOPLE’S UNITED BANK People’s United Bank Volunteers During Financial Literacy Month

People’s United Bank partnered with the Stratford Public School District in Connecticut, to provide financial education to elementary school students. People’s United Bank employees conducted school-wide financial education assemblies at six elementary schools throughout the district, in addition to providing classroom lesson plans. Students in kindergarten through second grades learned the differences between “needs” and “wants,” and received family savings tips. Thirdand fourth-grade students learned about earning money and making wise spending choices, while fifth- and sixthgraders received a lesson on the basics of budgeting. The Financial Literacy Month activities concluded with a Parent Night which provided parents with tips on how to teach their children about money. People’s United Bank engages in a variety of financial education activities throughout the year, including classroom field trips. Students from Summit Park Elementary School visited the People’s United Bank branch in Airmont, New York, where they learned about what a bank does and the importance of saving.

Students welcomed Robert El Hage, Financial Services Manager, and Karen Galbo, Financial Education Program Manager of People’s United Bank, to Franklin Elementary School during Financial Literacy Awareness Month in April.

Congratulations People’s United Bank! 45


CSR COMPANY OF THE WEEK

WORKING IN SUPPORT OF EDUCATION (W!SE) W!se Honors Its 2013-2014 National Scholars at Scholars’ Reception

Judy Chapa, FSR, Vice President, Corporate Social Responsibility, addresses the students and teachers at the Scholars’ Reception.

FSR’s financial literacy partner Working in Support of Education (w!se) recently hosted its annual Scholars’ Reception to honor high school students who earned a score of 95% or higher on w!se’s 2013-14 national standardized Financial Literacy Certification Test. The Test is administered nationally each year in high schools that participate in w!se’s award-winning Financial Literacy Certification program. Students received w!se’s National Scholars Awards for their outstanding achievement; those who earned a perfect 100% score on the Test also received the “Centurion’s Honor Cord.” Among the featured speakers were Judy Chapa of FSR who shared her own experiences with personal finance and congratulated the nearly 150 students, teachers, and family members in attendance for their commitment to financial literacy. Two scholars also shared their experiences with the w!se program and how it has affected their own money habits. One commented, “w!se taught me the importance of saving. While my friends are out on the weekend spending money, I’m babysitting and putting money away for my future.”

Congratulations Working in Support of Education (w!se)! 46


CSR COMPANY OF THE WEEK

BANK OF THE WEST Bank of the West Supports Protecting Seniors From Financial Scams, Elder Abuse

Bank of the West continued its commitment to helping seniors and their families and friends be aware of how to identify and avoid financial scams targeting the elderly. It sponsored Elder Financial Abuse Prevention seminars in collaboration with the Elder Financial Protection Network (EFPN) and through B’nai B’rith’s Affordable Senior Housing program, featuring speakers from adult protective services, local law enforcement, and the Bank’s own Corporate Security. “Financial institutions can play an important role in helping to protect vulnerable elder

and dependent adults from potentially devastating losses,” said Steve Vallejo, head of Corporate Security Investigations at Bank of the West and EFPN board member. Education and awareness are the key components of the Bank’s outreach program. During its 10-year partnership with EFPN, Bank of the West has created and launched a community awareness program “Be Aware, Protect Your Assets,” a workshop for seniors, their family members and caregivers, on how to protect against identity theft, check scams, and other forms of financial fraud.

Bank of the West Head of Corporate Security Investigations Steve Vallejo (left) interviews with Consumer Reporter Ric Romero from KABC-TV in Los Angeles, for a news segment on how to avoid common scams targeting seniors.

Congratulations Bank of the West! 47


CSR COMPANY OF THE WEEK

JUNIOR ACHIEVEMENT Students Bring Capital Ideas To Capitol Hill

FSR is a strong supporter of Junior Achievement (JA), one of the nation’s leading nonprofit economic education organizations for students in grades K-12. The impact of JA programs was on full display the week of June 16 in Washington, DC, as 24 teams of JA Company Program® and JA Be Entrepreneurial® students convened to participate in several competitions as part of the JA National Student Leadership Summit. Competitions included the JA Company of the Year, the JA National

Business Plan Challenge Award, the NYSE Euronext Foundation’s Best Financial Performance Award, the FedEx Access Award, and the Microsoft Social Innovation Award. The teams represented 14 JA cities, and were evaluated by judging panels comprised of business leaders representing many of our nation’s most prominent companies. Students made formal presentations to the judges, created annual reports and commercials showcasing their products, and were interviewed by judging panels.

JA Company of the Year and JA Business Plan winners pose with Junior Achievement CEO Jack Kosakowski (center).

Congratulations Junior Achievement! 48


CSR COMPANY OF THE WEEK

MUFG UNION BANK Union Bank Launches Yuby™ – New Mobile App to Encourage Youth Financial Literacy

To continue its 150-year heritage of supporting financial education, Union Bank, N.A., recently launched the Yuby™ children’s app. Yuby is a convenient, interactive financial education tool that uses “virtual” money to help teach children about responsible spending, saving, budgeting and charitable giving. The new app is available for free download on Apple® and Android™ smartphones and tablets through the Apple App StoreSM and Google Play™. Yuby provides engaging, age-appropriate activities and tools for children and is a way for adults to participate in the learning process by starting conversations about money with kids. Yuby actions, such as setting an allowance, making deposits, and spending money require parental approval using a PIN. “We’re always exploring new ways to enhance and expand the learning process, and Yuby is a natural extension of our ongoing financial education efforts,” said Union Bank Senior Executive Vice President, Pierre P. Habis, head of Community and Private Banking. Yuby uses “virtual” money to help teach children about responsible spending, saving, budgeting and charitable giving.

Congratulations MUFG Union Bank! 49


CSR COMPANY OF THE WEEK

M&T BANK Eight Students Receive Full High School Tuition from M&T Bank

Third Row (L-R): Chelsea Thornton, attending Sacred Heart Academy, Destiny Griffin, attending Park School and Sadiyah Young, attending Sacred Heart Academy. Middle row (L-R): Jasmine Richardson, attending Sacred Heart Academy and Shala Wright, attending St. Mary’s High School. First row (L-R): Larry Livingston, attending St. Joseph’s Collegiate Institute, Aaron Adams, attending Canisius High School, and Kenya Sanders, attending Sacred Heart Academy.

M&T Bank has awarded scholarships to eight middle school students graduating this year from Westminster Community Charter School, a well-established public and private partnership based in Buffalo, New York. The eight students were awarded the scholarships in recognition of scholastic achievement and record of positive contributions made to their school and community. The funds will cover the full cost of each student’s high school tuition, along with additional support to be made available through Buffalo Promise Neighborhood as they progress through high school. “These ‘Promise Scholars’ are outstanding representatives of Westminster Community Charter School and Buffalo Promise Neighborhood,” said David Chamberlain, Senior Vice President at M&T Bank, and Chief Executive Officer of Buffalo Promise Neighborhood. Led by M&T Bank, Buffalo Promise Neighborhood aims to reverse the cycle of generational poverty and prepare students for college and a career through a pipeline of services supporting academic achievement and healthy development.

Congratulations M&T Bank! 50


CSR COMPANY OF THE WEEK

SER NATIONAL 50 Years Serving the U.S. Workforce

FSR’s financial literacy partner SER just celebrated its 50th anniversary, but you wouldn’t know that by its sense of urgency to keep pace with the times and find new ways to advance opportunities for all segments of society. Led by President and CEO Ignacio Salazar, SER has positioned itself to address future challenges of the American workforce by embracing contemporary modes of education, training, and outreach, while adhering to a steadfast commitment to expand its geographic and programmatic footprint. Emphasizing accessibility to “essential quality of life equalizers,” such as affordable education and healthcare, financial literacy, and credential-driven job skills training, SER’s expansion is supported by corporate champions, like Walmart Foundation and American Express Philanthropy, the adoption of key online and mobile technologies, and the steady addition of new operations in key communities. “What we’re driving for is to make the biggest impact by utilizing technology to help as many people as we can,” said Salazar.

President and CEO Ignacio Salazar and his team embrace contemporary modes of education, training, and outreach.

Congratulations SER National! 51


CSR COMPANY OF THE WEEK

CAPITAL ONE Financial Literacy Helps Goodwill Clients Find Financial Stability

The financial crisis of 2008 and its aftermath shed a bright light on the need for education in financial decisionmaking. The greater Las Vegas area was one of the hardest-hit regions in the U.S. To help this community so severely impacted by the economic downturn, Capital One provided a $50,000 grant towards the opening of a new Goodwill Store and Rainbow Career Connections Center in Rainbow/Alta in 2013. A 2014

grant of $25,000 now provides office furniture and equipment. The new store, six times the size of the original facility, has expanded Goodwill operations and has created 30 new jobs. Capital One’s philanthropic approach includes a strong commitment to informed and wise financial decision-making as a driver for economic prosperity and healthy communities.

The Goodwill Store and Rainbow Career Connections Center.

Congratulations Capital One! 52


CSR COMPANY OF THE WEEK

SUNTRUST BANKS, INC. SunTrust, LearnVest Highlight Money Skills

SunTrust Banks, Inc. announced its partnership with LearnVest to provide tips and information to help people gain more control over their finances. As a purposedriven company committed to advancing financial well-being, SunTrust established this partnership to help everyone become more financially savvy: from students and families, to career professionals, and those nearing retirement. LearnVest’s articles are accessible to anyone looking to make progress on their money via SunTrust’s Resource Center. This partnership is expected to help spark better financial literacy across the age spectrum with compelling reads such as “Survive a wedding weekend with your wallet intact” or “Seven reasons you need an emergency fund.” SunTrust’s Resource Center contains a full suite of financial advice and tools designed to help people get organized, make a plan, and stay on track of their finances. The partnership is one of many ways SunTrust seeks to advance financial well-being.

SunTrust’s Resource Center provides financial advice, podcasts, budgeting worksheets, and calculators to help people get organized, make a plan, and stay on track of their finances.

Congratulations SunTrust Banks, Inc.! 53


CSR COMPANY OF THE WEEK

SFEPD Society for Financial Education and Professional Development, Inc.

The Society for Financial Education and Professional Development, Inc. (SFEPD) is one of the leading financial literacy and professional development organizations in the United States. SFEPD continues to be successful in the implementation of its programs. Its founder and President, Theodore R. Daniels, received Jump$tart Coalition for Personal Financial Literacy’s coveted 2014 William E. Odom Visionary Leadership Award. Recently, Mr. Daniels participated in “A Chance for Change: Child and Youth Finance and the

Post-2015 Agenda” held at the United Nations, where 90 countries came together to discuss plans to increase the financial literacy of its children. SFEPD hosted its Seventh Annual Financial Literacy Leadership Conference in Washington, D.C., covering new topics and information that financial educators, financial and educational institutions, researchers, policymakers, and counseling agencies can use to enhance financial literacy programs.

Theodore R. Daniels, Founder and President of the Society for Financial Education and Professional Development, Inc., receiving the Jump$tart Coalition for Personal Financial Literacy, William E. Odom Visionary Leadership Award.

Congratulations SFEPD! 54


CSR COMPANY OF THE WEEK

TSYS TSYS Helps Children Succeed at School

During the 2013-14 school year, TSYS team members in Columbus, Georgia took their talents to the classroom to help children at Downtown Elementary Magnet Academy (DEMA) and Shaw High School, TSYS’s Partners in Education. Team members tutored DEMA students in math and reading. Each department at TSYS was matched with a class at DEMA and for one day each week, team members went to the school to work with students. In addition, some team members volunteered to mentor students before and after school. Students also

visited TSYS’s Riverfront Campus for various activities. At Shaw, team members conducted mock job interviews with juniors and seniors, provided math tutoring, and helped students prepare for scholarship interviews. Team members involved with Toast Masters also coached Shaw students on public speaking and effective communication skills. TSYS team member Rebecca Stephan, who mentored third graders, said: “The kids that participated were really excited each time we came.”

TSYS team members involved with Toast Masters serve as coaches to Shaw High School students who want to learn about public speaking.

Congratulations TSYS! 55


CSR COMPANY OF THE WEEK

BB&T CORPORATION 6th Annual BB&T Lighthouse Project

Kelly King and members of the BB&T Executive Management team partnered with The Commons in Winston-Salem, North Carolina. The Commons is a place where people can live and learn life skills. The program targets teens leaving foster care, homeless families, and adults with autistic related disabilities.

The BB&T Lighthouse Project continues to provide an opportunity to live out BB&T’s mission of helping make communities better places to live and work. Partnering with local nonprofit organizations, associates work together to determine the greatest needs in their communities. Teams are encouraged to become involved in causes in which they are passionate, and they receive funding in addition to time away from the office to lend a helping hand on their project ideas. In 2014, BB&T was able to support more than 1,100 projects. Projects included children and youth organizations, elder care, transitional and community housing, homeless shelters, food banks, healthcare, hygiene items, veteran services, and many more. Associates provided more than 61,000 volunteer hours and affected the lives of more than 1.6 million people. “I am so proud of what our associates have done to help our neighbors in need,” said Kelly King, BB&T Chairman and CEO.

Congratulations BB&T Corporation! 56


CSR COMPANY OF THE WEEK

ALLSTATE INSURANCE COMPANY Purple Purse Campaign on Financial Abuse Launched

Actress and advocate Kerry Washington joined with The Allstate Foundation to raise awareness about domestic violence and the critical role that financial abuse plays in domestic violence situations. Washington is serving as the national ambassador for Allstate Foundation Purple Purse, the signature initiative that gets Americans motivated to combat domestic violence. Washington’s role as ambassador includes designing a limited-edition purple purse that will be distributed among community leaders, Allstate agency owners, Purple Purse community partners that work directly with survivors, celebrities, and media to raise awareness for the cause. The purse represents the center of a woman’s financial domain and purple is the color of national domestic violence awareness. The Allstate Foundation is also distributing Purple Purse charms through Purple Purse Challenge participants to attach to a bag or purse and show support year-round. The Allstate Foundation encouraged the public to participate in a Purple Purse Challenge by donating to local nonprofit organizations that support financial empowerment services for domestic violence survivors.

Allstate CEO Tom Wilson, and Allstate Senior Vice President for Corporate Relations Vicky Dinges join actress Kerry Washington at the Purple Purse event in New York City on September 15.

Congratulations Allstate Insurance Company! 57


CSR COMPANY OF THE WEEK

THE HARTFORD The Hartford Commits $16 Million to Support Small Business Success

The Hartford committed $16 million over five years to help small businesses succeed through its new “Communities with HART” initiative. The first investments include $1.25 million to the Accion U.S. Network to benefit 500 small businesses, and $1.5 million to Junior Achievement USA (JA) to support 100,000 students. With Accion, The Hartford will make loans and training possible for small businesses that lack access to traditional sources of capital. Accion will manage the loan process,

focusing on businesses that hire and source locally. Business owners will also have access to resources such as The Hartford’s Business Owner’s Playbook. In partnership with JA, The Hartford will be the title sponsor of its national flagship JA Company Program®, helping to inspire today’s students to be entrepreneurs. The program helps students launch their own small business and learn the basics of entrepreneurship, financial literacy, and business success.

The Hartford employees show “Communities with HART”.

Congratulations The Hartford! 58


CSR COMPANY OF THE WEEK

KEYCORP Diversity and Inclusion as Key Values

Valuing diversity and fostering inclusion are important parts of KeyBank’s corporate fabric. Diverse employees, with their unique backgrounds and ideas, make Key more competitive, and the bank’s Key Business Networking Groups (KBNGs), specifically help attract, recruit, and retain such talent. When joining a KBNG, an employee discovers a great deal of camaraderie, professional development opportunities, and the chance to help Key connect with diverse communities wherever it does business. Economic inclusion is another important

part of KeyBank’s diversity focus, and Key consistently spends more than the national average with minority-, women-, and veteran-owned businesses. Key was named one of DiversityInc’s “Top 50 Companies for Diversity,” and a “Top 10” company for “Supplier Diversity” and “Diversity Councils.” KeyCorp has also received six perfect scores of 100 on the Human Rights Campaign Corporate Equality Index, for serving and supporting the LGBT community. Key is a proud sponsor of the 2014 Gay Games, currently underway in Cleveland, Ohio.

As a responsible citizen, KeyBank brings its values to life by fully participating in its communities and encouraging others to join them.

Congratulations KeyCorp! 59


CSR COMPANY OF THE WEEK

JUMP$TART COALITION Jump$tart Coalition Holds 6th National Conference

The 2014 Jump$tart National Educator Conference was held at the Omni Hotel in Los Angeles, California. Like its five predecessors, this popular event continues to be dedicated to training, motivating, and appreciating Pre-K through high school personal finance educators, and building networks for financial literacy advocators. The conference featured a variety of new activities, including a Welcome to Los Angeles Gala with an Opening Night

performance by “Mathemagician” Dr. Arthur Benjamin, a series of workshops such as Curricula/Content, Personal Development “101” and Personal Development “AP.” Fifteen Professional Development hours will be credited for educators attending the conference this year. Several other optional events were also available including free financial planning clinics, financial educator certification programs, and more.

Jump$tart’s National Educator Conference trains, motivates, and appreciates financial literacy teachers.

Congratulations Jump$tart Coalition! 60


CSR COMPANY OF THE WEEK

MUTUAL OF OMAHA Mutual of Omaha Builds On Its Volunteer Legacy

Mutual of Omaha associates have built a legacy of giving back. The response to the company’s National Month of Caring, an annual effort each September that encouraged employees to volunteer during a work day, has achieved amazing participation levels. In 2014, the company announced it would build upon National Month of Caring to offer employees coordinated volunteer opportunities yearround. “The change allows associates to take part in a volunteer opportunity that is meaningful to them at any time of the year,” said Bill Davis, Community Affairs Coordinator at Mutual of Omaha. Kicking off the company’s first initiative this year was a partnership with the Food Bank for the Heartland’s Kids Cruisin’ Kitchen, a mobile kitchen that serves free, nutritious meals to kids in need throughout Omaha. Each year, Mutual of Omaha associates volunteer in excess of 5,500 hours to organizations in communities across the country.

Volunteers serving meals to needy children and parents.

Congratulations Mutual of Omaha! 61


CSR COMPANY OF THE WEEK

TRUSTMARK Trustmark Military Internship Programing

Trustmark launched its Military Internship Program earlier this year for current and previous military members. This program is one way in which Trustmark shows appreciation to the courageous men and women who have served in the U.S. Armed Forces to protect America’s freedoms. The executive team of Trustmark shared a vision for supporting military members through an internship that allows them to utilize their talents, abilities, and skills developed in the military, while also honing their skills to

better prepare them for transition into the workplace. Interns participate in up to three, four-week departmental rotations that are assigned based on skills, interests, and education. Additionally, interns participate in community servicerelated projects as part of Trustmark’s community involvement initiatives. Each intern has two Trustmark mentors, giving them an opportunity for professional growth, while also learning further about career opportunities at Trustmark.

During Trustmark’s military internship program, the interns had the opportunity to attend a networking event with Trustmark executive officers from various departments. (L-R): Cortez Morris, Stanley Sollie, Robert Morris, Trustmark CEO Jerry Host, Latoya Kitchens, Tawayatha Evans, and Jonesha Owens.

Congratulations Trustmark! 62


CSR COMPANY OF THE WEEK

FIFTH THIRD BANK Fifth Third Bank Takes Job Search Help on the Road

Fifth Third Bank is taking its innovative reemployment initiative on the road via its 40-foot eBuses, also known as Financial Empowerment Mobiles. For the past 10 years, the nationallyrecognized eBuses have traveled into low and moderate income communities throughout the bank’s footprint, bringing quality banking services, like credit counseling, to the underserved. More than 244,000 people have boarded the buses. An extension of Fifth Third’s industryleading reemployment program that helps unemployed customers land jobs, the bank makes online job search and training software available to the public via the buses’ computer workstations. The online training, called the Job Seeker’s Toolkit, helps participants turn their resumes into marketing tools, discover the hidden job market, harness the power of social media, and develop their 30-second commercial (a brief statement of their qualifications and personal brand). The Job Seeker’s Toolkit, and the entire homeowner reemployment program, are fully paid for by Fifth Third Bank.

Guests at the Fifth Third eBus stop use the job search and training software available through computer workstations.

Congratulations Fifth Third Bank! 63


CSR COMPANY OF THE WEEK

BANK OF HAWAII Bank of Hawaii Foundation Launches Inaugural Scholarship

In January 2014, the Bank of Hawaii Foundation Scholarship Fund was established by the Hawaii Community Foundation to offer scholarships to the children and grandchildren of Bank of Hawaii employees. The Bank of Hawaii Foundation awarded 26 students, who were screened and selected by Hawaii Community Foundation, approximately $91,000 to encourage their pursuit of undergraduate studies in any field at an accredited college or community college. “We really want to do something to help our colleagues build a better future for

their families, and that’s the reason why Bank of Hawaii Foundation developed the scholarship program for Bank of Hawaii employees’ children and grandchildren. The 26 students inspire us, in terms of their purposefulness, achievements and dreams,” said Peter Ho, Chairman, Bank of Hawaii Foundation. As the program continues to grow throughout the years, Bank of Hawaii Foundation looks forward to seeing the inaugural group of 26 students flourish in their studies and beyond.

Bank of Hawaii President, Chairman and CEO Peter Ho with scholarship recipient Natalie Hajinelian and her mother Nora Hajinelian.

Congratulations Bank of Hawaii! 64


CSR COMPANY OF THE WEEK

THANKSUSA More than $10M Given in Military Scholarships

ThanksUSA, a national non-profit organization dedicated to providing educational opportunities for America’s military families, announced this week that as of the start of this academic year, it has awarded more than $10 million to date in postsecondary school scholarships. Launched in 2006, ThanksUSA has provided scholarships for university, college and postsecondary vocational education to nearly 3,400 recipients totaling $10.3 million. This season’s scholarships are being awarded to 280 recipients, including Alyssa, Andrew, and Benjamin Hochhalter, Air Force triplets from South Carolina; Frances Karnuth, a Coast Guard spouse and mother of six from Illinois whose goal is to become a nurse practitioner; and Chelsea Ehret, the daughter of a Marine who will become the first in her family to earn a Bachelor’s degree. Recipients proudly represent every branch of the Armed Forces and every state plus the District of Columbia.

Navy dependent, Allia Grace Martinez received $9,000 in ThanksUSA Scholarships to receive her degree in Biomedical Sciences from University of South Alabama. She is currently a commissioned officer in the United States Air Force.

Congratulations ThanksUSA! 65


CSR COMPANY OF THE WEEK

LPL FINANCIAL Foundation Benefits 1,000 Local School Children

In conjunction with its 2014 advisor conference, the LPL Financial Foundation held a volunteer event to benefit The Preuss School, a San Diego-based college preparatory institution for highly motivated, underserved students who strive to become the first in their families to attend college. More than 100 LPL Financial advisors were joined by several of the company’s executive leaders and employee volunteers to collate 1,000 school supply bags stuffed with paper, notebooks, pens, pencils, and more. “Education is perhaps the most critical

factor in empowering youth to set and achieve goals,” said Heather Randolph Carter, president of the LPL Financial Foundation. In addition, the Foundation presented Scott Barton, principal of The Preuss School, with a donation to support its mentoring program. “It is inspiring to see LPL employees, advisors, and sponsors step up as strong community partners, sharing their time, talent, and treasure. Our students and their families will really appreciate their school supply bags,” said Barton.

Robert Moore, president of LPL Financial (far left), and Heather Randolph Carter, president of the LPL Financial Foundation (far right), presented a donation to The Preuss School. Also pictured are Scott Barton, principal of The Press School, and two students.

Congratulations LPL Financial! 66


CSR COMPANY OF THE WEEK

TSYS TSYS Omaha Team Members Build Sand Castles to Raise Money

Nebraska Children’s Home Society’s (NCHS) Sand in the City® event might look like child’s play rather than serious work, but the TSYS® Omaha team found that building sand sculptures is no easy task. “There’s a lot more to it than you might think,” according to Mitch Smith, TSYS Omaha team member. “It was a fun way to spend time with the team and make a difference in our community.” The unique event benefits NCHS, which for more than 120 years has never charged

fees for adoption services. “It’s based on having a ‘Pay it Forward’ philosophy,” said Kathleen Al-Marhoon, Marketing and Public Relations manager, NCHS. “Our client is the child, who can’t pay for services, so events like this make it possible for us to continue providing the services we do.” The event drew more than 23,000 visitors in 2014 and about 200 volunteers worked the three-day event that raised more than $100,000 for the agency.

The 2014 Sand in the City fundraiser raised over $100,000 for the Nebraska Children’s Home Society. TSYS team members sculpted a Humpty Dumpty sand castle at the event.

Congratulations TSYS! 67


CSR COMPANY OF THE WEEK

SYNOVUS Synovus Awards 94 Scholarships to Team Members’ Children

Bill Douglas (left), Regional CEO at Athens First Bank and Trust, congratulates Robert Hardell, Commercial Banker, whose son received top honors as the Jack Parker Scholar. This award is given to the student with the highest score based

Synovus, the Columbus, Georgia-based financial services company, announced its 2014 Jack Parker Scholarship recipients. Ninety- fours scholarships totaling $114,000 were awarded to children of Synovus team members. The scholarship is designed to award college or vocational scholarships to students, who strive for high academic achievement, devote time to worth extra-curricular activities, and are involved in meaningful community service work. Scholarship funds are generated each year through team member donations as well as internal fundraising activities. In addition, Columbus Bank and Trust, a Synovus bank division, cosponsors the B&T/Synovus Open Golf Tournament to benefit the fund. The scholarship program is named in honor of Jack B. Parker, whose career with the Synovus family of companies spanned 44 years. Since its inception in 1988, the foundation has awarded almost $2 million in scholarships. Synovus is proud to support our team members’ children in achieving their educational goals.

on academic achievement and community participation.

Congratulations Synovus! 68


CSR COMPANY OF THE WEEK

WEBSTER BANK Webster Helps Build A New Home

Webster Bank partnered with Habitat for Humanity of Greater New Haven, Connecticut, to build a new home for a family. Fourteen members of Webster’s Human Resources Department ,led by Chief Human Resources Officer Barnard Garrigues, worked on this project. Webster bankers worked alongside the future homeowner and his wife, who will live there with their three children. Bankers mounted siding, installed cement boards in the kitchen

in preparation for tiling, insulated the upstairs ceilings, removed old scaffolding, fences, and scrap metal from the work site, and helped keep the site clean and organized. “This project was so fulfilling,” said Garrigues. “We strengthened our teamwork, but more importantly, helped this family.” Webster bankers volunteer more than 110,000 hours each year. Webster Bank is a leading regional bank serving businesses and consumers in the Northeast.

Bernard Garrigues, EVP, CHRO and Tony Denniston, SVP, Director, Employee Relations, give a thumbs up to Webster Bank’s volunteer effort.

Congratulations Webster Bank! 69


CSR COMPANY OF THE WEEK

BARCLAYS Employees Spend Summer Giving Back

Barclays wants to help the next generation achieve their ambitions through its “Five Million Young Futures” commitment. Young people are future colleagues, customers, and clients; future neighbors, small business owners, and government leaders. The company believes that helping them achieve their ambitions is the right thing to do and critical to the long-term success of its business and the world we live in. Through programs focused on enterprise, employability and financial skills, they are

giving millions a platform to achieve their goals, build their own businesses, get jobs, and become financially independent. Barclays believes youth can use their skills and experience as a bank to achieve a positive impact beyond a financial contribution. In July 2014, more than 700 summer interns, new hires, and recent promotes revitalized parks and schools across New York City. All of these efforts ensure community members and students have access to clean and inviting spaces to learn and grow.

A team of Barclays’ interns help distribute mulch throughout Ferry Point Park.

Congratulations Barclays! 70


CSR COMPANY OF THE WEEK

PEOPLE’S UNITED BANK People’s Employees Spend Summer Volunteering

People’s United Bank employees provide countless volunteer hours serving on boards, teaching financial education classes, participating in fundraising events, and supporting numerous causes throughout the year. Among the outstanding New York volunteer projects were a summer-long food program created by two People’s United Bank Brentwood branch employees. The program helped to address both the nutritional and educational needs of low-income children by bringing together community partners who provided activities and a healthy lunch to more than 120 participants. In Connecticut, a group of volunteers from People’s United Bank helped freshen up an emergency family shelter operated by Homes with Hope in Westport. In Boston, employees volunteered for kitchen duty at Community Servings to help provide home-cooked meals to individuals who are battling various illnesses. People’s United Bank is proud of the way in which its employees build strong communities and provide local support to organizations through a variety of community involvement activities.

Employees from People’s United Bank’s commercial division joined United Way of Coastal Fairfield County for its “Day of Caring” event.

Congratulations People’s United Bank! 71


CSR COMPANY OF THE WEEK

TD BANK Summer Reading Program Has Another Successful Year

TD Bank’s Summer Reading Program celebrated its 12th successful year. The annual reading program rewards children who read ten books during the summer with a $10 deposit into a new or existing Young Saver account. This annual program encourages children to sharpen their reading and money-saving skills over the summer when they are out of school. This year, more than 23,000 children participated in the program. TD Bank also has a strong heritage and culture of commitment to our communities, and

a long history of volunteering through annual campaigns with the United Way, TD Tree Days, Banking on Books, and other organizations. TD Bank continues to support local communities by providing financial literacy and education programs, including First Time Homebuyer seminars and workshops; and granting community development loans and investments to support affordable housing and other community programs and initiatives. TD Bank also released the new Financial Education Millennial Preparedness survey.

TD Bank employees volunteer at a local food bank.

Congratulations TD Bank! 72


CSR COMPANY OF THE WEEK

CITY NATIONAL BANK At-Risk Students Receive School Supplies, Financial Literacy

There’s no question that the recent economic downturn affected everyone including individuals, families, businesses, government and yes, our educational system. With budget shortfalls in virtually every state, funding for a number of school programs and supplies essentially dried up. Recognizing that children are the future of this country, City National and its colleagues decided to fill some of the void throughout its footprint. In 2009, colleagues of the bank began a back to school supplies drive that has helped hundreds of needy students in

five states. In 2014 the program donated 1,000 backpacks filled with school supplies to 30 elementary schools and one nonprofit group in California, Nevada, New York, Tennessee, and Georgia. As part of its school supplies drive, City National colleagues who donate school supplies also donate time teaching the bank’s Dollars + Sense financial literacy program. The bank launched this awardwinning program in 2009, which teaches students K-12 age appropriate lessons about banking and finance.

Students at Logan Elementary in San Diego proudly display the backpacks filled with school supplies that City National recently donated to them.

Congratulations City National Bank! 73


CSR COMPANY OF THE WEEK

MUFG UNION BANK MUFG Opens Technical Resource Center

MUFG Union Bank recently pursued an innovative “place-based initiative” focused on Fresno, California. Union Bank invests in the community through grants, loans, products, and other support geared toward promoting economic development, expanding affordable housing, strengthening small businesses, and improving educational outcomes. “This Central Valley city is a compelling blend of need and promise and that is why we selected Fresno,” said Union Bank Managing Director Julius Robinson, head of Corporate Social Responsibility.

“In the wake of the economic slowdown, Fresno remains a vibrant community with unique natural resources and engaged civic leaders.” Throughout this three-year initiative, the bank is collaborating with partners, including Fresno Mayor Ashley Swearengin, the Fresno Area Hispanic Chamber of Commerce, and Valley Small Business Development Corporation. As part of this initiative, the bank supports: The Union Bank Technical Resource and Assistance Center (TRAC), The Fresno Food Expo, and a student-run Union Bank branch.

Fresno Mayor Ashley Swearengin and Union Bank’s Julius Robinson welcome participants at the Fresno Food Expo. (Photo Credit: Courtesy of Snapshot Media)

Congratulations MUFG Union Bank! 74


CSR COMPANY OF THE WEEK

BARCLAYS Barclays’ Employees Make a Difference

Since 2012, Barclays has reached 2.43 million young people as part of its global commitment to change “5 Million Young Futures” by 2015. There is no better start on the path to success than access to enterprise, employability, and financial skills. When Barclays empowers the next generation with skills to support themselves, they also create a halo effect for their families and local communities. Every October, as part of Barclays’ annual “Make a Difference” campaign, thousands of employees help to take one step closer to meeting its “5 Million Young

Futures” commitment by giving back to their communities through skills-based volunteering. This one month period encourages employees to volunteer their time and skills to support young people in their local communities. Barclays’ employees work closely with young people from local communities discussing ways they can achieve their career ambitions, providing tips on how to manage their personal finances more effectively, and supporting entrepreneurs by helping to develop their business plans.

Barclays’ employees meet with young people in their local community.

Congratulations Barclays! 75


CSR COMPANY OF THE WEEK

DISCOVER Fall is the Season for Discover Cares

What used to be a month of caring has turned into a year-round volunteer campaign for Discover employees across the country, who are bettering their communities, providing much-needed assistance, and demonstrating Discover’s core value of volunteerism. Two hundred corporate finance employees for Discover partnered with KaBOOM! to build an entire playground in one day! Employees completed tasks such as shoveling mulch, mixing/moving concrete, painting picnic tables and garden boxes, constructing a sandbox, and putting together play equipment, creating an energizing and

safe place for the students of Oak Park Day Nursery to play! More than 400 business technology employees traveled to Lambs Farm to work on projects benefiting 13 different organizations. Discover’s corporate communications team traveled to the Boys and Girls Club, providing the building with updates, including new landscaping and a fresh coat of paint. Human resources employees gathered at Hyde Park Elementary School in Waukegan, Illinois creating an outdoor classroom and gardening space.

It all starts with a playground, as nearly 200 Corporate Finance employees gave preschool students at Oak Park Day Nursery the opportunity to play.

Congratulations Discover! 76


CSR COMPANY OF THE WEEK

THANKSUSA ThanksUSA Celebrates ‘Treasure Our Troops’ Accomplishments

General Raymond Odierno, Chief of Staff of the U.S. Army, delivered the keynote speech to a crowd of 300 guests who gathered for ThanksUSA’s annual “Treasure Our Troops” Gala in Washington D.C. “You’ve accomplished more than you know. You represent the good and decent people all across America who accomplish good for the extraordinary men and women who protect our country,” the General said of Kelsi and Rachel Okun, who with their parents Bob and Deanna Okun, established ThanksUSA in 2006 to mobilize Americans to provide the gift of education to the spouses and children of active duty personnel across all service branches and all 50 states including D.C. To date, ThanksUSA has awarded nearly 3,400 scholarships totaling $10.3 million. Supporters of the evening were several financial institutions including Bank of America, KeyBanc-Capital Markets, Mizuho Bank USA, Morgan Stanley, Prudential Financial Inc., Royal Bank of Canada, Scotiabank, SunTrust Bank, and The Royal Bank of Scotland.

Chief of Staff of the U.S. Army, General Raymond Odierno delivers the keynote speech at ThanksUSA’s Treasure Our Troops Gala on September 30, 2014.

Congratulations ThanksUSA! 77


CSR COMPANY OF THE WEEK

UNUM Colonial Life Helps Students Create Beautiful Music at Dreher High

Dr. Chris Lee teaches a student how to use his newly acquired recording equipment.

An interactive learning environment is exactly what Dr. Chris Lee, Dreher High School’s director of bands, was hoping for when he applied for a 2013 Colonial Life Strong Schools Grant. He wanted to create a recording studio in the band room so his students could “actively evaluate their own performance.” Seeing the potential in his application, Lee received almost $800 to purchase the Propellerhead Reason 7 Digital Audio Workstation (DAW) software and Avid Pro Tools 11 Academic for the studio. According to Lee, the recording sessions have been beneficial because what you hear when you play an instrument is similar to what you hear when you talk. Through the grant program, Colonial Life awarded $25,000 in mini-grants (of up to $1,000 each) to teachers in the Richland County School District One of South Carolina to fund innovative school projects that engage students and improve learning.

Congratulations Unum! 78


CSR COMPANY OF THE WEEK

BBVA COMPASS BBVA Compass Launches Week of Service Initiative in 20 Markets

During BBVA Compass’ week of service in September, more than 1,200 employees taught financial skills to children, held workshops on small business and affordable housing, and offered their professional expertise to community development organizations. The initiative marked the first of its kind at the bank and was designed to meet the diverse needs of the communities BBVA Compass serves. These efforts added up to more than 6,800 employee volunteer hours, not including hours used for travel,

prep time, and other related activities. The bank illustrated its commitment to volunteering earlier this year by allotting each employee eight hours of paid time off to use toward community service. That allotment will increase to 16 hours in 2015. “The enthusiastic response from employees during the week of service perfectly captures the BBVA Compass spirit of building a better future for people,” said BBVA Compass Director of Corporate Responsibility and Reputation, Reymundo Ocañas.

Chairman and CEO Manolo Sánchez brainstorms with students at the Rusk School during their Junior Achievement lesson.

Congratulations BBVA Compass! 79


CSR COMPANY OF THE WEEK

SYNOVUS Synovus Sponsors Georgia Pre-K Week

Synovus, the Columbus, Georgia-based financial services company, partnered with Georgia Power to support the efforts of Voices for Georgia’s Children during Pre-K Week, October 6-10. Numerous studies have shown that quality prekindergarten programs result in greater overall school success, leading to an improved workforce and a better quality of life for the community as a whole. Georgia State Representative Richard Smith and Liz Dukes, Synovus Chief

Strategy Officer read to a Pre-K class at TSYS Learning Center in Columbus, Georgia. Angie Lewis, President and CEO of Synovus Northwest Georgia Division and State Representative Katie Dempsey read to a Pre-K class at Pepperell Primary School in Lindale, Georgia. Darron Burnette, President and CEO of Sea Island Bank, a division of Synovus, also read to a Bulloch Academy class in Statesboro, Georgia.

Synovus Chairman and CEO Kessel Stelling, Georgia First Lady Sandra Deal, Governor Nathan Deal, and Becky Rumer, Synovus Senior Director of Corporate and Community Affairs, visit Bright Horizons Child Center in Atlanta to kick off Pre-K Week.

Congratulations Synovus! 80


CSR COMPANY OF THE WEEK

TD BANK “TD Tree Days” Is Back For Its Fourth Year

TD Bank, America’s Most Convenient Bank® is celebrating the fourth annual “TD Tree Days.” More than 1,000 volunteers will plant 1,100 trees in 21 locations from Maine to Florida; the plantings are supported by Alliance for Community Trees (ACTrees) and New York Restoration Project (NYRP). As TD’s flagship urban greening program, “TD Tree Days” provides customers, community partners, and employees the opportunity to give back and help green the communities in which they live and work in a fun, easy, and rewarding way. “TD Tree Days” has attracted thousands of TD volunteers to help plant more than 2,100 trees across its footprint. As a component of TD Forests, “TD Tree Days” is part of TD Bank’s commitment making the world a little more green. Having a better, greener community can encourage residents to also try to better themselves by taking the time to walk more, eat healthier, and focus on trying to resolve their financial issues.

TD Bank Volunteers plant a tree at a “TD Tree Days” event in Neptune, New Jersey.

Congratulations TD Bank! 81


CSR COMPANY OF THE WEEK

AMERIPRISE FINANCIAL, INC. 10,000 Ameriprise Financial Volunteers Help Feed Hungry Families

More than 10,000 Ameriprise Financial volunteers will turn out at food banks nationwide on November 14 to package food items for families in need ahead of the busy holiday season.

For the fifth year in a row, nonprofits across the country will open their doors to a flood of volunteers from Ameriprise Financial on November 14. Dressed in bright blue t-shirts, more than 10,000 Ameriprise employees, advisors, and clients will overtake warehouses, assembly lines, and kitchens all over the U.S. to help package and prepare meals for families in need. In total, more than 400 volunteer events will take place across all 50 states. This infusion of support will help provide more than one million meals for people in communities from coast to coast, ahead of the holidays. The effort is organized by Ameriprise each fall to help the one in six – or 49 million – Americans struggling with hunger. It has grown to become the single largest volunteer event hosted in partnership with Feeding America. Since 2009, Ameriprise has helped provide more than 35 million meals and volunteered 120,000 hours in support of building stronger communities.

Congratulations Ameriprise Financial, Inc.! 82


CSR COMPANY OF THE WEEK

LINCOLN FINANCIAL GROUP Employees “Give for Good” in 2014 United Way Campaign

Lincoln Financial Group empowers its employees to participate in volunteer activities that support the communities where they live and work. One major way employees give back their time and treasure is through Lincoln Financial’s United Way campaign. The theme for 2014 was “Give for Good.” Coinciding with the campaign was the annual “Days of Caring,” when employees give for good by dedicating a full or partial workday in service to United Way agencies in

their communities. In Greensboro, North Carolina nearly 100 employees served at five agencies, including Black Child Development Institute Greensboro, where they engaged at-risk students in a learning activity. Employees took charge as “Chief Make a Difference Officers” and through their passion, brought to life the notion that while they may give in different ways and for different reasons, they all give for good; and the impact of their giving is immeasurable.

Fort Wayne-based employees gather for a Day of Caring at Boys and Girls Clubs of Fort Wayne’s McCormick site, where they painted and performed maintenance inside and outside the club.

Congratulations Lincoln Financial Group! 83


CSR COMPANY OF THE WEEK

BB&T CORPORATION The BB&T Leadership Institute – Providing Guidance and Strategies for Excellence

BB&T has helped leaders and organizations maximize their full potential for more than 50 years. As an extension of this long legacy of leadership, this year BB&T launched The BB&T Leadership Institute. The Institute develops leaders for four primary audiences: internal BB&T leaders, corporate clients, educators (public school administrators), and emerging leaders (students). The Institute allows identified corporate clients to participate in its leadership development programs and enroll in additional services (Executive Team Workshops, One-On-

One Executive Coaching, and Human Resources Consulting). This partnership illustrates BB&T’s continued commitment to its client’s success. Additionally, The Institute has a customized leadership development program designed for public school administrators. The comprehensive program is offered free of charge. To build the next generation of successful leaders, it is critically important to share leadership skills and concepts with students. This is one of the reasons the popular digital app “Legacy: A BB&T Leadership Challenge” was launched.

The BB&T Leadership Institute’s digital app, “Legacy: A BB&T Leadership Challenge”.

Congratulations BB&T Corporation! 84


CSR COMPANY OF THE WEEK

TOYOTA FINANCIAL SERVICES Toyota Supports Financial Education at Girl Scout Convention

Toyota Financial Services (TFS) is expanding its community outreach by launching a Financial Empowerment Initiative through a new partnership with the Girl Scouts of the United States of America (GSUSA). TFS knows the importance of understanding credit and the financial opportunities that go along with financial capability. Through a comprehensive financial education strategy, the company will employ the talents of its associates in an area that directly impacts its business on a daily basis. The partnership kicked-off with

TFS’ sponsorship the 53rd Girl Scout Convention in Salt Lake City. Convention attendees, using an interactive display, were challenged to use their math skills to determine the maximum number of Girl Scout Thin Mint cookie boxes that would fit into a 2014 Toyota Highlander. They were also asked to test their knowledge with a financial literacy quiz. TFS is dedicated to advancing financial education. By partnering with the GSUSA, TFS will help empower girls nationwide to be financially savvy leaders.

Toyota Employees Sue Valascho (TFS), Sandra Carus (TFS), Debbie Linehan (GSUSA), Michelle Penn (Highlander/Thin Mint contest winner) and Beena Patel (TFS) participate in the 53rd Girl Scouts Convention in Salt Lake City in October 2014.

Congratulations Toyota Financial Services! 85


CSR COMPANY OF THE WEEK

CAPITAL ONE Capital One: Investing for Good

Capital One focuses its corporate community investment strategy on ways to bring about change and create economic opportunities for families across its footprint; high quality primary, secondary, and postsecondary education safe, stable and affordable housing, strong jobs that offer career trajectories, not just monthly paychecks, and financial skills building can help people better manage their money and invest for their futures. Their philanthropic strategy is to invest in enduring, communitybased relations and programs with select nonprofit organizations in the

communities that are the very best at what they do. Capital One works with its nonprofit partners to identify the community’s most pressing needs and, together, they develop promising solutions. Capital One then strategically surrounds organizations with the resources necessary for economic success. By making investments in the human, financial and social capital of individuals, Capital One is investing in the economic vitality of the communities where its business operates, employs, and grows.

A Capital One associate volunteering at a Central Virginia food bank as part of Hunger Action Month.

Congratulations Capital One! 86


CSR COMPANY OF THE WEEK

SUNTRUST BANKS, INC. SunTrust Teaches Students How to Save for A Home; Set Goals

When you think of training development in a corporation, one usually thinks of training for employees, leaders and sales representatives. SunTrust takes it a step further by providing training for children who will one day grow up to have families and financial obligations of their own. In support of the company’s purpose to Light the Way to Financial Well-Being, SunTrust offers a series of financial education courses that its teammates can use when volunteering. In fact, the series just won a Silver 2014 Brandon Hall Group Excellence Award, the pre-eminent HCM research and analyst organization focused

on Learning, Leadership Development, Talent Management and Acquisition, and Workforce Management. SunTrust teammates have leveraged these awardwinning modules in schools across their footprint, helping students develop smart money habits, set financial goals and learn to save for a home. SunTrust teammates have spent 128,000 hours volunteering. Donations from The SunTrust Foundation totaled $1.5 million to help organizations advance financial well-being, plus $900,000 to promote financial education.

SunTrust teammates regularly volunteer in schools and non-profit organizations to teach budgeting and money management skills.

Congratulations SunTrust Banks, Inc.! 87


CSR COMPANY OF THE WEEK

COMERICA BANK Employees Give Back to Local Communities

President of the Michigan Market, Mike Ritchie prepares sandwiches at a Crossroad soup kitchen.

Comerica Bank held its 7th annual National Days of Service in September. It was a multi-week effort culminating in a series of volunteer events on September 27. The multi-week community service focused on Comerica’s markets in Texas, Arizona, California, Florida, and Michigan helped shine a spotlight on the importance of employee volunteerism. “One of the best ways to make a positive difference in the communities where we live and work is to give back,” said Patricia McCann, vice president and civic affairs manager for Comerica, who coordinates the bank’s volunteer program. “By devoting their personal time and talents to worthwhile community activities, our colleagues are raising the expectations of what a bank can be. That is, we do more than make loans and take deposits. We are trusted advisors, and have an unwavering commitment to the communities we serve.” Over 54 separate days of service projects were held over several weeks.

Congratulations Comerica Bank! 88


CSR COMPANY OF THE WEEK

TSYS 5K Raises Money for United Way

TSYS team members are passionate about the United Way. TSYS has been the United Way of the Chattahoochee Valley’s only million-dollar donor for the past five years. During the 2013 TSYS United Way campaign, team members at TSYS corporate headquarters in Columbus, Georgia, pledged to donate $1,213,598 in 2014. More than $1.55 million was pledged for 2014 across TSYS locations throughout the U.S. Team members don’t just show their support with their

wallets, they volunteer their time. In 2014, a dedicated group of runners at TSYS organized the annual city-wide United Way Run for the Valley 5K. “This race is picking up great momentum and in turn helping TSYS provide United Way with funds to help our community,” said Tiffany Szabo, a senior business analyst at TSYS. The race, sponsored by TSYS and Columbus Water Works, raised $5,647 for the United Way, double what was raised the previous year.

Walkers, runners and kids in strollers participate in the United Way Run for the Valley 5K.

Congratulations TSYS! 89


CSR COMPANY OF THE WEEK

KEYCORP KeyBank Works to End Chronic Homelessness

According to a recent HUD report, more than 500,000 individuals have nowhere to go on any given night. The good news is that homelessness has declined 11 percent since 2007, and in Cleveland, Ohio, where chronic homeless has been a protracted issue, community partners have taken a strong stance to remedy it. “As long as we persevere, we will eradicate chronic homelessness in Cleveland,” said Kevin Nowak, VP in KeyBank’s Community Development segment. More than 40 organizations,

including KeyBank, created the Housing First Initiative in Ohio’s Cuyahoga County. Housing First partners agreed to produce 1,271 permanent supportive housing apartments, and, since 2006, they have decreased chronic homelessness in Cuyahoga County by nearly 73 percent. Key’s commitment to helping the homeless extends far outside of its headquarter city, across its entire branch network, from the Pacific Northwest to New England, and totals more than $100 million in investments.

Last year, KeyBank closed a transaction to provide Low Income Housing Tax Credit financing for the construction of Nativity House, in Tacoma, Washington. Residents will receive integrated services and those residing in the shelter will have the opportunity to transition to permanent housing.

Congratulations KeyCorp! 90


CSR COMPANY OF THE WEEK

WEBSTER BANK Webster Works to Prevent Elder Financial Abuse

From travel scams to false promises, sadly, seniors are often the targets of financial fraud and financial abuse; sometimes even the victim of the very people they know and trust the most. Webster Bank is in the midst of a year-long initiative providing free, informational seminars at senior centers and other public places to help people protect themselves – or someone they love – from becoming a victim of a financial scam. It’s just one way Webster lives up to its customers. Seniors learn

ways to identify, understand, and respond to fraud, including what types of scams are out there and how to report problems. Webster Bank recognizes that financial elder abuse is a growing concern in the financial industry and will have held about 80 of these public seminars by the time the year is through. Webster bankers will have also appeared on numerous television and radio programs to get the word out regarding this growing concern in the financial industry.

William Webster, Vice President, banking center manager in West Hartford leads a discussion on elder financial abuse prevention.

Congratulations Webster Bank! 91


CSR COMPANY OF THE WEEK

ASSURANT Assurant Employees Live United, Give United During 2014 FUNdraising Campaign

Women’s Leadership Council member Lesley Silvester (left) and Sheena Wright, President and CEO, United Way of NYC (center), honor Assurant CEO Robert Pollock (right) during New York office FUNdraising campaign kickoff.

Whether showcasing their vocal talent or getting soaked, Assurant employees showed they cared while having fun. Assurant wrapped their annual enterprisewide United Way campaign, raising funds and awareness for the charitable organization. The campaign theme “Live United, Give United” set the tone for employee FUNdraising and reinforced community spirit. “Assurant employees’ generosity and creativity shined during our United Way campaign,” said Assurant CEO Robert Pollock. “It’s important to be able to give back and Assurant is proud to support our employees’ commitment.” Assurant employees in New York assemble boxes filled with healthy snacks and hygiene kits to donate to local United Way partners. In Assurant’s Miami office, bingo, karaoke, and dunk tanks raised funds. The Atlanta office showed their spirit of giving back with Penny Wars, field day event filled with games, and a silent auction. To reinforce employees’ enthusiastic support of United Way, the Assurant Foundation matched dollar-fordollar donations from fundraising events.

Congratulations Assurant! 92


CSR COMPANY OF THE WEEK

THE PRIVATEBANK The PrivateBank’s “All Team Volunteer Day”

Supporting their communities and making a meaningful impact on the lives of their neighbors has long been woven into the fabric of The PrivateBank. Employees have logged over 50,000 volunteer hours since 2008. The Bank partners with organizations to provide employees with volunteer opportunities that allow them to gain greater experiences as individuals while giving back to their communities. The PrivateBank believes teaching children smart money habits while young will translate into smart money decisions as adults; and solid financial footing

is the first step in creating strong and vibrant neighborhoods. The PrivateBank held their annual “All Team Volunteer Day” with more than 450 team members participating across Chicago, Atlanta, Detroit, Milwaukee, and St. Louis. Bank volunteers taught financial concepts to nearly 4,000 students in 24 schools. President and CEO Larry Richman visited Santa Lucia School in Chicago. “It was great to see how enthusiastic our volunteers were and how engaged the students were.”

President and CEO Larry Richman congratulates the 7th graders at Santa Lucia School for winning the Money Mania competition. Also pictured (L-R) are employee volunteers: Jason Sherman, Jeff Wrobel, Joel Seiboldt, and Mark Schmidt.

Congratulations The PrivateBank! 93


CSR COMPANY OF THE WEEK

WELLS FARGO & COMPANY Volunteerism Helps Wells Fargo Team Members Set Financial Record

Wells Fargo team members pledged a record of $70.5 million during its 2014 Community Support and United Way Campaign, an increase of 8.6 percent, marking the 12th consecutive yearover-year increase. Leading up to the campaign and throughout the month, volunteer activities were promoted in Wells Fargo markets across the country. It all added up to involvement, as more than 350,000 volunteer hours were recorded by Wells Fargo team members during the

campaign, an increase of 11 percent over 2013. “Our team members, through their own willingness and generosity, drive the amazing results we witness each year,” said Chairman and CEO John Stumpf. “We care about our communities. It’s where we live and work and we want to see then succeed and prosper—that’s why we give our time, talent, and financial resources. Philanthropy is a part of our culture, and I’m proud to say we’re making a huge difference.”

More than a 150 Wells Fargo volunteers in Dallas/Fort Worth participated in the Habitat for Humanity 31st Annual Carter Works Project.

Congratulations Wells Fargo & Company! 94


CSR COMPANY OF THE WEEK

BANK OF THE WEST Learning ‘Needs’ Versus ‘Wants’ Helps Students Build Strong Futures

In 2014, Bank of the West volunteers took to classrooms across their local region to help students in grades kindergarten through 12th develop healthy financial habits. The bank engages in a variety of creative and interactive outreach programs that are designed to educate young people about understanding “needs” versus “wants,” and the importance of credit and personal savings. “Financial education plays a critical role in advancing the economic well-being of individuals. Our bank volunteers understand that educating our

children on how they can make sound financial decisions helps to develop a future generation of consumers who make smart choices,” said Jenny Flores, head of community affairs. Bank of the West partners with several nonprofits including Operation HOPE, Junior Achievement, and the National Theatre for Children, as well as local school districts and federal and state agencies to bring important life lessons into the classroom. This year, the bank reached more than 10,000 students through diverse programs.

Vanessa Washington, Senior Executive Vice President and General Counsel for Bank of the West, works with students during National Teach Children.

Congratulations Bank of the West! 95


CSR COMPANY OF THE WEEK

FIRST HORIZON NATIONAL CORPORATION 1.5 Million Votes Equals $750,000 in Donations to Nonprofits

First Tennessee Bank recently celebrated its 150th anniversary this year. To build on the bank’s legacy of giving back to its communities, the First Tennessee Foundation launched the “150 Days of Giving,” granting $5,000 to a different nonprofit each day for 150 days, starting on the bank’s 150th birthday on March 25. Winners were determined by public online voting. As eligible organizations urged their supporters to vote, thousands of emails celebrated the work of the nonprofits and First Tennessee’s 150th

anniversary. “At First Tennessee we’re very proud of our 150-year history of giving back to our communities, so we made the ‘150 Days of Giving’ the centerpiece of our anniversary celebration,” said Kim Cherry, EVP of corporate communications. Most of the winners in the “150 Days of Giving” were local organizations in First Tennessee’s communities in and around Tennessee. There were also four winners in the bank’s Mid-Atlantic region and four national winners.

First Horizon National Corporation Chairman, President and CEO Bryan Jordan posing with Working Money and Abraham Lincoln at the First Tennessee Bank Gala.

Congratulations First Horizon National Corporation! 96


CSR COMPANY OF THE WEEK

ALLSTATE INSURANCE COMPANY “We Day Minnesota” Draws 18,000 Student Change-Makers

Eighteen thousand youth, educators, and guests, including 100 Allstate agency owners and employees, filled Xcel Energy Center in St. Paul to celebrate at “We Day Minnesota” sponsored by The Allstate Foundation. We Day is a special event that recognizes students’ participation in the year-long program We Act, which offers young people free educational resources to become active local and global citizens. “We Day Minnesota” became one of the largest classrooms in the world complete with teachers,

classes, and recess. During the social empowerment class, Tom Wilson, Allstate President, Chairman and CEO, inspired everyone with a story about believing in oneself and finding inspiration to take action. “You can achieve anything you set your mind to!” were the words of a Minneapolis student who had everyone standing and cheering in agreement. As the co-title sponsor, Allstate is bringing 12 We Days to the United States through 2016 and ensuring We Act is available throughout the nation.

Chairman, President and CEO Tom Wilson at We Day.

Congratulations Allstate Insurance Company! 97


CSR COMPANY OF THE WEEK

LPL FINANCIAL LPL Financial Foundation Partners with Junior Achievement of Central Carolinas to Provide Financial Education to Underserved Youth

The LPL Financial Foundation and Junior Achievement of Central Carolinas (JACC) hosted a Personal Finance Symposium for local high school students in November on the campus of Johnson C. Smith University in Charlotte. The Symposium is the first in a two-part Junior Achievement “Skills to Achieve” program organized by the LPL Financial Foundation and JACC to help prepare students for success. “We are thrilled to be a partner in this initiative and to contribute to the financial education of the youth in our community,

as that is at the core of the foundation’s mission,” said Kathleen Zemaitis, who spearheads LPL Financial’s corporate social responsibility program as vice president of Corporate Communication. “The foundation supports the need to learn the skills and tools that set a person up for financial success at an early stage in life. Our LPL employees enjoy sharing their expertise with students as a way to give back to their communities and make a difference in the financial futures of these students.”

LPL Financial employee volunteers shared their expertise to help teach lessons in personal finance to high school students.

Congratulations LPL Financial! 98


CSR COMPANY OF THE WEEK

MUFG UNION BANK MUFG Employees Give Back During Global Volunteer Month

From Toronto to Santiago and points west and east, MUFG employees demonstrated great enthusiasm for the second annual MUFG Gives Back Global Volunteer Month throughout November 2014. The bank’s Corporate Social Responsibility leaders across its global network helped organize events, and thousands of employees put teamwork into action to benefit the communities that the bank serves. “I was proud of the commitment and enthusiasm that our colleagues demonstrated last year during our inaugural Global Volunteer Month, and the passion, caring, and sense of responsibility that I saw in our activities this year assure me that we once again made a big difference in the lives of those less fortunate,” said Katsumi Hatao, president and CEO of MUFG Union Bank and CEO for the Americas at parent company Mitsubishi UFJ Financial Group.

As part of MUFG Gives Back 2014, the Buenos Aires Branch team helps build a house for a family in need with the non-profit organization TECHO. (Photo Credit: Rosario Pozo)

Congratulations MUFG Union Bank! 99


CSR COMPANY OF THE WEEK

TSYS NetSpend Team Members Walk in Their Customers’ Shoes

For NetSpend, the newest member of the TSYS family and an organization that prides itself on serving an estimated 60 million unbanked and underbanked cardholders, a typical fundraiser or day of service wouldn’t suffice. Enter Community Connect. Community Connect was more than just an event. Over 450 team members spent the day walking in their customers’ shoes, experiencing for the day some of the tough choices NetSpend cardholders make each day. Forty-six teams were given $400 each, a bus pass,

and four hours to complete as many challenges as they could. Challenges ranged from filling up someone’s gas tank or buying hot meals for the homeless to using only public transportation, paying off pawn or payday loans and springing for parking for unsuspecting drivers. In addition to the more than $20,000 NetSpend invested in the Community Connect 2014 experience, the company also plans to donate up to $10,000 to charities based on team member votes.

A team of Community Connect participants work toward completing challenges.

Congratulations TSYS! 100


CSR COMPANY OF THE WEEK

PEOPLE’S UNITED BANK People’s United Bank Joins Police and Fire Departments, Safe Kids, and Stop & Shop for Children Safety Day

In recognition of Baby Safety Month this fall, People’s United Bank teamed up with Safe Kids, Police and Fire Departments, and Stop & Shop for Child Safety Day in Fairfield, Connecticut. According to research, 96 percent of parents and caregivers believe their child safety seats are correctly installed, yet seven out of ten children are improperly restrained. To ensure child passenger safety, Child Safety Day included baby seat inspections and installations and People’s United Bank donated 30 infant

car seats to Safe Kids for distribution to families in need. A Life Safety Trailer was also onsite, equipped with fire safety demonstrations, courtesy of the Fairfield Fire Department, and the Fairfield Police Department provided child fingerprinting kits. The event was a terrific way to raise awareness about some of the leading causes of child injury and what parents can do to keep their children safe,” said Congressman Jim Himes, who was in attendance.

People’s United Bank, including Armando Goncalves, Southern CT President, and Vincent Santilli, First Vice President Community Relations, donate 30 infant car seats to Safe Kids Fairfield County.

Congratulations People’s United Bank! 101


2014 CSR NATIONAL SPONSORS Thank you to all our 2014 Corporate Social Responsibility National Sponsors. It is through their financial contributions that the Corporate Social Responsibility initiative is able to promote the positive impact that FSR member companies make in their local communities, nationwide and worldwide.

ALLSTATE INSURANCE COMPANY

DISCOVER FINANCIAL SERVICES

BANCWEST CORPORATION

EDWARD JONES

BARCLAYS

KEYCORP

BB&T CORPORATION

MASTERCARD

BBVA COMPASS

MUFG UNION BANK, N.A.

BMO FINANCIAL CORP.

NORTHERN TRUST CORPORATION

CAPITAL ONE FINANCIAL CORPORATION

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CSR NATIONAL SPONSORS

THE PNC FINANCIAL SERVICES GROUP, INC.

TD BANK, AMERICA’S MOST CONVENIENT BANK®

POPULAR COMMUNITY BANK

TOYOTA FINANCIAL SERVICES

PRINCIPAL FINANCIAL GROUP

TRANSAMERICA

PROTECTIVE LIFE CORPORATION

TSYS

RAYMOND JAMES FINANCIAL, INC. RBS CITIZENS FINANCIAL GROUP, INC. REGIONS FINANCIAL CORPORATION

UNUM U.S. BANCORP VOYA FINANCIAL, INC. WEBSTER FINANCIAL CORPORATION WELLS FARGO & COMPANY

STATE FARM INSURANCE COMPANIES SUNTRUST BANKS, INC.

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CSR NATIONAL SPONSORS

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CSR NATIONAL SPONSORS

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2014 NATIONAL NON-PROFIT PARTNERS CSR collaborates with 11 non-profit partners, nine of which specialize in financial literacy. JUMP$TART COALITION JUNIOR ACHIEVEMENT USA NEIGHBORWORKS AMERICA OPERATION HOPE REBUILDING TOGETHER SER-JOBS FOR PROGRESS NATIONAL, INC. SOCIETY FOR FINANCIAL EDUCATION AND PROFESSIONAL DEVELOPMENT, INC. THANKSUSA WOMEN IN HOUSING AND FINANCE FOUNDATION WOMEN’S INSTITUTE FOR A SECURE RETIREMENT (WISER) WORKING IN SUPPORT OF EDUCATION (w!se)

To learn more about these organizations visit www.fsroundtable.org/csr-non-profit-partners. 106


NATIONAL NON-PROFIT PARTNERS

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113 CONGRESS CSR HONORARY CONGRESSIONAL HOST COMMITTEE th

The Financial Services Roundtable and the constituents of 172 Members of Congress recognize the leadership of the following individuals for their commitment to improve the communities in which they work and live.

Senator Kelly A. Ayotte (R-NH)

*Senator Mike Johanns (R-NE)

*Senator John Barrasso (R-WY)

Senator Joe Manchin (D-WV)

*Senator Max Baucus (D-MT)

Senator Jeff Merkley (D-OR)

*Senator Michael F. Bennet (D-CO)

Senator Jerry Moran (R-KS)

*Senator Roy Blunt (R-MO)

Senator Patty Murray (D-WA)

Senator Richard M. Burr (R-NC) *Senator Maria Cantwell (D-WA) *Senator Ben Cardin (D-MD) *Senator Saxby Chambliss (R-GA)

Senator Pat Roberts (R-KS) Senator Charles E. Schumer (D-NY) *Senator John Thune (R-SD)

Senator Tom Coburn M.D. (R-OK)

Senator Patrick J. Toomey (R-PA)

Senator Thad Cochran (R-MS)

Senator Mark R. Warner (D-VA)

*Senator Susan Collins (R-ME) Senator Michael B. Enzi (R-WY) *Senator Kay Hagan (D-NC)

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Senator Mark L. Pryor (D-AR)

Senator Roger Wicker (R-MS) Representative Rodney Alexander (R-LA) *Representative Spencer T. Bachus (R-AL)

Senator Orrin G. Hatch (R-UT)

Representative Andy Barr (R-KY)

Senator Johnny Isakson (R-GA)

Representative John Barrow (D-GA)


CSR HONORARY CONGRESSIONAL HOST COMMITTEE

Representative Joe L. Barton (R-TX)

Representative Emanuel Cleaver II (D-MO)

Representative Joyce Beatty (D-OH)

*Representative James E. Clyburn (D-SC)

Representative Dan Benishek (R-MI)

*Representative Howard Coble (R-NC)

Representative Sanford D. Bishop, Jr. (D-GA)

*Representative Mike Coffman (R-CO)

Representative Diane Black (R-TN)

Representative Steve Cohen (D-TN)

*Representative Marsha Blackburn (R-TN)

Representative Tom Jeffrey Cole (R-OK)

*Representative Earl Blumenauer (D-OR)

*Representative Gerald E. Connolly (D-VA)

*Representative Corrine Brown (D-FL)

*Representative Joseph Crowley (D-NY)

Representative Michael C. Burgess, M.D. (R-TX) Representative Dave Camp (R-MI)

Representative Henry Cuellar (D-TX) Representative Susan A. Davis (D-CA)

Representative Michael E. Capuano (D-MA)

*Representative Diana L. DeGette (D-CO)

Representative Tony Cárdenas (D-CA)

*Representative Rosa L. DeLauro (D-CT)

*Representative André Carson (D-IN)

Representative Ron D. DeSantis (R-FL)

Representative Joaquin Castro (TX-20)

*Representative John D. Dingell (D-MI)

Representative Tammy Duckworth (D-IL)

*Representative Richard L. Hanna (R-NY)

Representative Anna G. Eshoo (D-CA)

Representative Gregg Harper (R-MS)

*Representative Blake Farenthold (R-TX)

Representative Joseph Heck (R-NV)

*Representative Stephen L. Fincher (R-TN)

Representative Jim Himes (D-CT)

Representative Mike G. Fitzpatrick (R-PA) *Representative Bill H. Flores (R-TX) Representative Lois J. Frankel (D-FL) *Representative Cory Gardner (R-CO)

Representative Rubén E. Hinojosa (D-TX) Representative George Holding (R-NC) *Representative Bill Huizenga (R-MI) Representative Robert Hurt (R-VA)

*Representative Scott Garrett (R-NJ)

*Representative Darrell Issa (R-CA)

*Representative Phil Gingrey (R-GA)

*Representative Sheila Jackson Lee (D-TX)

Representative Robert Goodlatte (R-VA)

Representative Hank Johnson (D-GA)

Representative Paul A. Gosar, D.D.S. (R-AZ)

Representative Walter B. Jones, Jr. (R-NC)

*Representative Sam Graves (R-MO)

Representative Dan Kildee (D-MI)

*Representative Al Green (D-TX)

Representative Derek Kilmer (D-WA)

*Representative Gene Green (D-TX)

Representative Ron J. Kind (D-WI)

*Representative Michael G. Grimm (R-NY)

Representative Peter T. King (R-NY)

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CSR HONORARY CONGRESSIONAL HOST COMMITTEE

Representative John P. Kline, Jr. (R-MN)

Representative David B. McKinley, P.E. (R-WV)

Representative Doug Lamborn (R-CO)

Representative Mark Meadows (R-NC)

Representative Leonard Lance (R-NJ)

Representative Grace Meng (D-NY)

*Representative Tom Latham (R-IA) Representative John Lewis (D-GA) Representative Daniel W. Lipinski (D-IL) Representative Dave Loebsack (D-IA)

*Representative Gregory W. Meeks (D-NY) Representative Luke Messer (R-IN) Representative John L. Mica (R-FL)

*Representative Blaine Luetkemeyer (R-MO)

*Representative Michael Michaud (D-ME)

*Representative Cynthia M. Lummis (R-WY)

*Representative Gary Miller (R-CA)

Representative Stephen F. Lynch (D-MA)

*Representative Jim P. Moran, Jr. (D-VA)

*Representative Carolyn Maloney (D-NY)

Representative Richard E. Neal (D-MA)

*Representative Tom Marino (R-PA)

Representative Gloria Negrete McLeod (D-CA)

Representative Jim McDermott (D-WA)

*Representative Randy Neugebauer (R-TX)

Representative Patrick McHenry (R-NC)

*Representative Alan Nunnelee (R-MS)

Representative Mike McIntyre II (D-NC)

*Representative Edward Pastor (D-AZ) Representative Erik Paulsen (R-MN)

Representative Steven M. Palazo (R-MS)

Representative Cedric L. Richmond (D-LA) *Representative Phil Roe (R-TN)

Representative Donald M. Payne, Jr. (D-NJ)

Representative Todd Rokita (R-IN)

Representative Scott H. Peters (D-CA)

Representative Tom Rooney (R-FL)

Representative Collin C. Peterson (D-MN)

Representative Keith Rothfus (R-PA)

*Representative Tom E. Petri (R-WI) Representative Robert M. Pittenger (R-NC)

*Representative Lucille Roybal-Allard (D-CA) Representative Ed R. Royce (R-CA)

*Representative Ted Poe (R-TX)

Representative C.A. “Dutch�

*Representative Jared Polis (D-CO)

Ruppersberger (D-MD)

*Representative Bill Posey (R-FL)

*Representative Loretta Sanchez (D-CA)

*Representative Tom Price, M.D. (R-GA)

*Representative Adam B. Schiff (D-CA)

Representative Trey Radel (R-FL)

Representative Bradley S. Schneider (D-IL)

Representative Nick J. Rahall II (D-WV)

Representative Aaron Schock (R-IL)

Representative Tom W. Reed II (R-NY)

Representative David Schweikert (R-AZ)

*Representative Reid J. Ribble (R-WI) Representative H. Thomas Rice (R-SC)

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Representative Patrick Meehan (R-PA)

Representative Austin Scott (R-GA) Representative Jim Sensenbrenner, Jr. (R-WI)


CSR HONORARY CONGRESSIONAL HOST COMMITTEE

*Representative John M. Shimkus (R-IL) Representative Kyrsten Sinema (D-AZ) *Representative Louise M. Slaughter (D-NY)

Representative Rob Woodall (R-GA) Representative Theodore S. Yoho (R-FL) *Representative Todd Young (R-IN)

*Representative Lamar S. Smith (R-TX) Representative Jackie Speier (D-CA) Representative Steve Stivers (R-OH) Representative Mark Allan Takano (D-CA) Representative Lee Terry (R-NE) *Representative Chris Van Hollen, Jr. (D-MD) *Representative Greg Walden (R-OR) Representative Maxine Waters (D-CA) *Representative Mel Watt (D-NC) Representative Brad Wenstrup (R-OH) *Representative Lynn A. Westmoreland (R-GA) Representative Joe Wilson (R-SC)

* Denotes previously served on committee

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FINANCIAL LITERACY FOCUS In 2014, the focus of Corporate Social Responsibility continued to be financial literacy. The efforts of our member companies to improve financial literacy in the communities they serve help instill the level of financial knowledge necessary for consumers to make informed decisions. For a compilation of free financial literacy curricula provided by our member companies, visit http://fsroundtable.org/financial-literacy/

FSR FINANCIAL LITERACY PARTNERSHIPS

(Left to right)FSR chairman & CEO of Principal Financial Group Larry Zimpleman received “Junior Achievement’s Gold President’s Volunteer Service Award” from Jack E. Kosakowski, President and Chief Executive Officer of Junior Achievement USA during FSR’s 2014 Fall Meeting.

(Left to right) John Hope Bryant, President and CEO, Operation HOPE, Bill Rogers, President and CEO, SunTrust Banks, Inc. and President Bill Clinton during Operation HOPE’s Global Forum.

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During FSR’s fourth year in partnership with Junior Achievement (JA), 90 member companies participated with JA programs across the country. A total of 29,155 volunteers taught 481,281 students, 20,554 financial literacy classes. FSR was recognized for their member company volunteer efforts with the “Junior Achievement Gold President’s Volunteer Service Award” for the 2012-13 program year. This honor was achieved by providing more than 15,000 volunteer hours to Junior Achievement. 2014 marked the fifth anniversary of the signing of the Joint Framework for Financial Literacy between the Financial Services Roundtable and Operation HOPE. The Framework is an industry agreement designed to demonstrate the financial services industry’s long-term commitment to financial literacy. In addition to FSR’s support of the HOPE Financial Dignity Center at Ebenezer Baptist Church, several member companies partnered with Operation HOPE to host financial literacy centers in their branches in Memphis, Atlanta, Washington, D.C. and New York.


FINANCIAL LITERACY FOCUS

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CSR LEADERSHIP AWARDS This Award shows appreciation and encouragement to employees of FSR member companies for their commitment to volunteerism, community service, and financial literacy. All FSR member companies are eligible for the award. Congratulations to all the Award recipients!

2013 AWARD RECIPIENTS Allstate Insurance Company

Synovus

BancWest Corporation

TD Bank, America’s Most Convenient Bank

Bank of Hawaii Corporation BB&T Corporation BBVA Compass Capital One Financial Corporation

Trustmark Corporation TSYS U.S. Bancorp

Discover Financial Services

Unum

KeyCorp

Webster Financial Corporation

LPL Financial

Wells Fargo & Company

MUFG Union Bank

Western & Southern Financial Group

The PNC Financial Services Group Popular, Inc. SunTrust Banks, Inc.

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Transamerica


CSR LEADERSHIP AWARDS

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Financial Services Roundtable 600 13th ST., NW, Suite 400 Washington, DC 20005 www.fsroundtable.org © 2015 Financial Services Roundtable


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