Spring 2024 Newsletter

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IN THIS ISSUE:

Suncoast Employee Resource Groups 2023 Recap

It’s Saving Season

Every Hit is a Win is Back

Our New Website is Here

Celebrate Youth Month at Suncoast

Sell Your Home with Suncoast Realty Solutions

Celebrate Financial Literacy Month by Taking Charge of Your Finances

Check Out Our 2023 Annual Report

Service Center Updates

Connect with Us

Empowering Employees: ERGs Drive Collaboration

& Advocacy

Our Employee Resource Groups (ERGs) are led by passionate volunteers who want to connect, learn, and effect change alongside likeminded colleagues. Their dedication in 2023, exemplifies Suncoast’s core values of community, collaboration, and support. We are excited to see their success, as they continue to positively shape our organization and uplift those we serve. Here are some of their notable moments from 2023:

Black Leaders and Allies Cultivating Change (B.L.A.C.C.)

- Members of B.L.A.C.C. participated in and volunteered in various events, like Martin Luther King Jr. parade and gala, Tampa Organization of Black Affairs scholarship luncheon, and UNCF Walk for Education. They even created a Juneteenth Jubilee to give employees the chance to learn about the ERG, meet some of the leadership team, and see how to get involved. Plus, B.L.A.C.C. hosted a Black Business Expo to showcase local Black-owned businesses.

LGBTQ+ & Allies - In 2023, our LGBTQ+ & Allies ERG renewed our commitment to Equality Florida, a non-profit fighting for diversity and LGBTQ rights. They participated in several local Pride parades and events, including hosting a CU Pride webinar. LGBTQ+ & Allies also hosted a game night that raised funds and awareness for the Trevor Project and created bags for Zebra Youth, a non-profit that provides housing and support services for homeless LGBTQ+ youth.

Suncoast’s Alliance for Leadership and Unification of Troops and Employees (S.A.L.U.T.E.) - S.A.L.U.T.E. held true to their mission to improve the quality of life for our military, civilian and veteran members, their families, and our employees in 2023. They participated in 25 events, like Nourish the Service, Hillsborough Community College Presidential Showcase, and Operation Standdown. Team members participated in the national cemetery flag placement for Memorial Day, built and donated kits for the Department of Veterans Affairs & Red Cross, and spearheaded a Toys for Tots campaign.

Fostering, Advancing, and Celebrating Empowerment (F.A.C.E.) - In 2023, our newest ERG, F.A.C.E. launched. The group’s mission is to create an environment where we can celebrate our unique contributions, invest in each other, and build a foundation for women to thrive. In their first year, they’ve had guest speakers attend meetings and created personalized stockings for Our Mother’s Home in Fort Myers.

Your savings are federally insured up to at least $250,000 and backed by the full faith and credit of the United States Government National Credit Union Administration. Equal Housing Opportunity.
SPRING 2024

IT’S SAVING SEASON

When tax season rolls around, we like to think of it as saving season! April 8 – 12 is National America Saves Week, right before the 2024 tax deadline on April 15. If you’re getting a tax refund this year, you can make the most of it by using those funds to open a new savings account.

From share certificates to money market accounts, you can make your balances grow with amazing returns! Open a savings account today to start earning.

WHAT IS A MONEY MARKET ACCOUNT?

Scan the QR code to learn more about money market accounts.

EVERY HIT IS A WIN IS BACK

Get excited to cheer on our partners, the Tampa Bay Rays, this baseball season for another year of Every Hit is a Win with Suncoast Credit Union! When the Rays get a base hit in a game, we donate money to some incredible local nonprofit organizations.

Best part, you get to vote for your favorite nonprofit every month on our Facebook page to decide what percentage of the monthly donation they will receive. Make sure you follow us so you can participate!

Follow us on Facebook!

OUR NEW WEBSITE IS HERE!

We’re thrilled to announce the launch of our brandnew website, designed with you in mind! We’ve completely revamped the look and feel to offer you a seamless, intuitive, and personalized banking experience.

Ready to find out for yourself? Use the QR code or simply visit Suncoast.com to start exploring!

SELL YOUR HOME WITH CELEBRATING YOUTH MONTH

April is Youth Month at Suncoast Credit Union! We’ll have special offers, giveaways, and activities for our younger members all month long to encourage kids to become life-long savers!

Stop by a Suncoast Service Center or check out our social media to learn more about all of our exciting Youth Month offerings.

Is selling your home on your spring to-do list? Did you know that Suncoast can help? Suncoast Realty Solutions, LLC is your in-house real estate brokerage with experienced agents who specialize in markets across the state. We bring that same great Suncoast customer experience combined with market knowledge and real estate expertise that is designed to assist you in achieving your home selling (or buying) goals.

Your Suncoast Realty Solutions, LLC agent provides expertise in:

Collaboration to establish a market strategy yielding top dollar with less time and hassle

Quality marketing that sets you apart from the competition

Global syndication of listings to achieve maximum exposure

Expert negotiations to ensure more money stays in your pocket

Professional transaction coordination so nothing gets overlooked during the closing process

Plus, our partnership with Members Title Agency ensures your closing goes smoothly and efficiently! And if you sell your home with Suncoast Realty Solutions, LLC and use Members Title Agency, LLC for closing and title insurance services, you may be eligible to receive a 20% seller’s rebate on the listing side commission.

For more information, contact us today at SuncoastRealtySolutions.com/Contact/CompanySite

Do you want to achieve your financial goals and live your best life?

you

a financial plan. A financial plan is more than just a budget or a savings plan. It is a comprehensive roadmap that aligns your money with your values, objectives, and priorities.

With a financial plan, you can:

• Gain a clear picture of your current financial situation and how it affects your future

• Be ready to adapt to any changes or challenges that life throws your way

• Create realistic and actionable steps to work towards your long-term financial aspirations

• Learn how to better position your financial resources and make smart choices

Don’t leave your financial future to chance. Work with the specialists at Suncoast Investment Services, who will listen to your needs, educate you on your options, and craft a personalized financial plan that suits your needs and goals.

Our St. Pete Satellite Service Center has relocated to 12450 Roosevelt Blvd N. St., Petersburg, FL 33716 Our Arcadia Service Center has relocated to 1328 E Oak St, Arcadia, FL 34266 FACEBOOK: Facebook.com/suncoastcreditunion TWITTER: @SuncoastCU INSTAGRAM: @suncoastcreditunion YOUTUBE: @SuncoastCU CONNECT WITH US SERVICE CENTER UPDATES Last year was another wonderful year with our team and our members. See for yourself with our 2023 annual report! Get insight into everything from our financials to our work in the community. We’re proud of everything our team accomplished and look forward to another successful year. CHECK OUT OUR 2023 ANNUAL REPORT CELEBRATE FINANCIAL LITERACY MONTH BY TAKING CHARGE OF YOUR FINANCES *Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Suncoast Credit Union and Suncoast Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Suncoast Investment Services, and may also be employees of Suncoast Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Suncoast Credit Union or Suncoast Investment Services. Securities and insurance offered through LPL or its affiliates are: Suncoast Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Suncoast Credit Union for these referrals. This creates an incentive for Suncoast Credit Union to make these referrals, resulting in a conflict of interest. Suncoast Credit Union is not a current client of LPL for advisory services. Please visit LPL.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. Not Insured by NCUA or Any Other Government Agency May Lose Value Not Credit Union Deposits or Obligations Not Credit Union Guaranteed
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invest.suncoastcreditunion.com 866-300-9382
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