2011 Community Service Companies of The Week

Outstanding Achievement in Community Service
2010 Community Service Leadership Awards
Companies of the Week

Financial Literacy Scholarship
NASDAQ Bell Ringing
Message from the Chairman and Vice Chairman of Community Service 2011
ommunity Service 2011 is well on its way to a historic year. Data on the community service and financial literacy projects of Roundtable member companies is up 81 percent. As of August 31, 2011, a record number of 168,900 community service projects were completed and, of those, 25,963 were financial literacy projects. As a result of these projects, 42,413,494 American consumers were helped through the efforts of 292,406 member company volunteers. In addition, the industry raised and contributed $164,730,619 to multiple charities and non-profit organizations. The community service and financial literacy narratives also known as Companies of the Week continue to exemplify how member company projects have benefited consumers. From painting playgrounds in Bronx, New York to helping unemployed adults revamp their resumes in San Francisco, California, Roundtable member companies are serving every community throughout America. The Roundtables commitment to community service and financial literacy will continue throughout the months ahead. You can see that the impact is dramatic and with only 59 percent member participation. If you are interested in becoming more involved with Community Service 2011, please contact Judy Chapa, Vice President of Community Services at (202) 589-2419.
Ellen Costello CEO and U.S. Country Head BMO Financial Corp. Community Service 2011 Chairman
Manuel Snchez President and CEO BBVA Compass Community Service 2011 Vice Chairman
2011 Year-to-Date Community Service Data

168,900 Total Projects 25,963 Financial Literacy Projects 292,406 Volunteers 42,413,494 People Helped $164,730,619 Monies Raised/Spent
* 59 Companies Reporting
(as of August 31, 2011)
e Financial Services Roundtable Community Service 2011
Table of Contents
January 2 January 9 January 16 January 30 February 6 February 13 February 20 February 27 March 6 March 13 March 20 March 27 April 10 April 17 May 1 May 15 May 22 May 29 June 5 June 12 June 19 June 26 July 3 July 10 July 10 July 17 July 17 July 24 July 31 August 7 August 14 August 14 August 21 August 21 August 28 August 28 September 4 September 4 State Farm Insurance Companies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 AXA Equitable. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 The Financial Services Roundtable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 UnionBanCal Corporation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 BBVA Compass . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 ThanksUSA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 TD Bank. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 People's United Bank . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Allianz Life Insurance Company of North America . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Huntington Bancshares Incorporated. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Womens Institute for a Secure Retirement (WISER) . . . . . . . . . . . . . . . . . . . . . . . . . . 14 The Hartford Financial Services Group, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Popular, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Fulton Financial Corporation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Citi . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Capital One Financial Corporation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 CIT Group, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Wells Fargo & Company . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 The Charles Schwab Corporation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Society for Financial Education and Professional Development, Inc. (SFEPD, Inc.) . . . 23 Assurant Employee Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 New York Life Insurance Company . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Webster Financial Corporation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Barclays Capital, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 The Hanover Insurance Group, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Working in Support of Education (w!se) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Regions Financial Corporation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Genworth Financial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 KeyCorp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Unum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 U.S. Bancorp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 The Financial Services Roundtable Financial Literacy Scholarship. . . . . . . . . . . . . . 35-36 TD Bank. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 BMO Financial Corporation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Save the Children . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Fidelity Investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Bank of Hawaii Corporation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 First Commonwealth Financial Corporation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
January 2, 2011
State Farm Insurance Companies
State Farm Bank and Univision Television Partner to Present Cuentas Claras (Making Your Accounts Clear) Financial Literacy Workshop in Chicago
n todays economy, everyone is concerned about finances and many people have questions on how to improve their situation. State Farm Bank helps people plan for their future by providing information through financial literacy workshops. Working with communities, State Farm agents and employees hosted over 250 workshops in 2010 on a number of topics including building credit, building financial wealth, buying a home and more. This past October, State Farm Bank partnered with Univision, a Spanish-language television network, to invite Spanishspeaking residents of the Little Village neighborhood to a free town-hall-style meeting to learn about homeownership and protecting credit. Over 300 families packed into the Chicago neighborhoods high school gymnasium to learn about finances and ask questions about the financial hardships happening in their community. Three State Farm agents served as panelists at the town-hall State Farm agents and local community leaders answering questions and answered questions from the crowd. They were joined from the crowd about personal finance. by representatives from the Illinois Attorney Generals office and two local nonprofits, the Spanish Coalition for Housing and The Resurrection Project. Local Univision television news anchors served as moderators for this event. Univision taped the event to create a 30-minute program to air multiple times on multiple channels to reach a larger audience in the Chicago area. Several State Farm employees volunteered at the event to answer financial questions, pass out materials and refer attendees to the nonprofit resources. State Farm continues to be connected to the neighborhoods where we live and work. By teaming up with organizations that share our vision and commitment to building safer, stronger and better educated communities, State Farm can make a difference by being a good neighbor in meaningful ways.
Through its State Farm es Para M program, (State Farm is for me) volunteers were able to provide materials on scholarships for college, voter registration and other information to help participants get involved in the local community.
Congratulations State Farm Insurance Companies!

State Farm agents advise participants about the resources available to help pay for college.
AXA Equitable
AXA Volunteers in Action
he AXA Foundation spearheads AXA Equitable's volunteer initiatives. Every year AXA people nationwide participate in AXA Day of Service volunteer activities benefitting their local communities. AXA Day of Service aligns strongly with AXA Equitable's commitment to corporate responsibility. AXA volunteers generously donate time and hands-on effort to a broad range of projects, supporting the company's ongoing partnership with the communities in which our customers, employees and financial professionals live, work and succeed. Day of Service activities have included tutoring, job shadowing, information sessions for families on financing college, park restoration and recycling programs. The AXA Foundation makes grants to the non-profit organizations where the volunteer events take place, and has awarded $2.85 million in support of the 862 volunteer projects held since the program began in 2000.
January 9, 2011
Congratulations AXA Equitable!
Several dozen metro New York AXA volunteers traveled to a public school on Manhattans Lower East Side, to hold an AXA Math Olympics. The team worked with 80 third and fourth graders on educational games designed to strengthen math and financial literacy skills.
Our longstanding partnership continued with Classroom Central, a non-profit providing free school supplies to teachers in low-income areas in Charlotte, NC. AXA volunteers donated materials, worked in the warehouse, stocked the Free Store, and helped teachers select supplies.
January 16, 2011
The Financial Services Roundtable
The Financial Services Roundtable Volunteers at Junior Achievements Finance Park
n Friday, January 14, Roundtable staff members volunteered at Junior Achievements Finance Park in Fairfax, Virginia where they worked with the kids of Herndon Middle School as they made their way throughout the facility.
At Finance Park, the students immersed themselves in a realitybased decision-making process addressing aspects of individual and family budgeting, including housing, transportation, food, utilities, health care, investments, philanthropy and banking. The on-site activities are designed to allow students the opportunity to put into action what they Inside Junior Achievements Finance Park in Fairfax, VA. have learned in the classroom and to understand the basic steps of maintaining a realistic personal budget. Each Roundtable staff member was stationed in a store/location and helped the kids as they made their way throughout the park by sharing personal stories and checking their budget sheets. Roundtable member company, Capital One Financial Corporation is the signature sponsor of Junior Achievements Finance Park in Fairfax, Virginia which first opened its doors in October 2010. Federal Reserve Chairman Ben Bernanke gave the keynote speech at the opening ceremony. The new 20,000 square foot facility is designed to arm 14,000 middle school students each year with the financial knowledge they need to operate in the real world.
Roundtable staff members, Tatiana Fittipaldi (second from left) and George Forsberg (third from right) help students prepare their budgets.
Capital One is also a long-standing Community Service 2011 National Sponsor.
Junior Achievement is a Roundtable community service non-profit Partner. The Roundtable entered into a Memorandum of Understanding with Junior Achievement to teach a half a million students through 25,000 member company volunteers annually by 2013.
Congratulations e Financial Services Roundtable!
Roundtable staff member, Aleksia Ilic helps a student choose which utilities option works best for her budget.
Roundtable staff members at Junior Achievements Finance Park.
UnionBanCal Corporation
Union Bank: Investing in Communities
January 30, 2011
artnering. Investing. Building. Union Bank believes these are the ways to lift up communities and watch them grow. By providing the right financial tools and lending our support, we are working with communities to create a solid foundation for the future. In 2009, and for the second time in a row, Union Bank received an outstanding rating from the Office of the Comptroller of Currency in its most recent Community Reinvestment Act exam. In California, Union Bank has renewed its 10-year Community Reinvestment Act commitment, increasing the HOPE Oakland Financial Literacy Empowerment Forum, October 2010, (Lpercentage of assets returned to communities where we R): Julius Robinson, EVP and Head of Corporate Social Responsibility, Union do business from 4.6 % to 6.5%. Bank; Martin Luther King III, President and Chief Executive Officer of the Our focus includes:
King Center, John Hope Bryant, Founder, Chairman and CEO, Operation HOPE; Timothy H. Wennes, Vice Chairman and Chief Retail Banking Officer, Union Bank; and Pierre Habis, SEVP and Head of Community Banking, Union Loans to nonprofit organizations and businesses owned Bank.
by women, minorities and disabled veterans Affordable housing loans and tax credits for community development Important tools to help consumers build a sound financial future Supporting diversity in our suppliers Charitable contributions with a focus on affordable housing, education, economic development and the environment Special accounts for those with basic checking needs or low-income individuals Government-assisted and SBA programs for businesses unable to obtain financing through standard programs Local programs for farm workers and welfare-towork housing projects Union Bank is also the founding sponsor of Operation HOPEs FIVE MILLION KIDS Initiative, with a $500,000 commitment to partner in HOPE programs that provide financial literacy education, and the pledge of Union Bank employees to become HOPE Corps volunteers. This is the largest HOPE/Financial Services Roundtable agreement on the West Coast to date. Union Bank employees are given paid time off to volunteer and have donated over 12,000 hours to teach financial education in communities where the bank conducts business.
Union Bank joins in Googles first equity investment in low income housing.
Congratulations UnionBanCal Corporation!

7
February 6, 2011
BBVA Compass
BBVA Compass Partners with NBA Cares to Revitalize Houstons Jesse Jones High School
n Jan. 13, BBVA Compass teamed up with NBA Cares on a TEAM. WORKS. IN SCHOOLS initiative to refurbish Jesse H. Jones High School in Houston the first of six such projects planned for this year between the bank and its NBA partner. BBVA COO Angel Cano and BBVA U.S. Country Manager and BBVA Compass President and CEO Manolo Snchez joined more than 120 BBVA Compass employees; students; Houston Rockets forward Luis Scola; NBA Legends Bob Lanier, Robert Horry, Felipe Lopez; WNBA Legend Sheryl Swoopes; and volunteers from the Houston chapter of AmeriCorps Alums, to participate in this day of service. Also in attendance was Congresswoman Sheila Jackson Lee, whose district includes Jesse H. Jones High School.
Teamwork is a vital component of any successful team, be it on the court, in the classroom, or in business, Snchez said. Our team of worldclass bankers is proud to partner with NBA Cares to help revitalize schools in the communities we serve. As the Official Bank of the NBA, BBVA, through its U.S. subsidiary, BBVA Compass, is able to work BBVA Compass volunteers work together to outfit the schools bandroom with new furniture and fixtures. with NBA Cares to ensure that the children attending these schools have the resources and environment necessary BBVA COO Angel Cano helps other BBVA Compass volunteers paint a mural outside to help achieve a successful future and, in turn, a thriving community. As part of the revitalization, the school received new paint, landscaping, and a complete renovation of the library and technology center. In addition to these projects, the school will receive new scoreboards and backboards in the gymnasium and a new sound system for the cafeteria a total investment that will exceed $200,000. Having community partners like BBVA Compass and NBA Cares provide our school with much-needed equipment is a welcome gift that will enhance our teachers ability to better educate these young men and women, said Tracey Lewis, principal of Jesse Jones High School. The NBA and WNBA representatives made the event very memorable for our school, and we greatly appreciate all of the BBVA Compass employees who joined in the refurbishment effort. TEAM. WORKS. IN SCHOOLS. revitalization projects planned for later this year include schools in communities throughout the BBVA Compass footprint.
Jesse H. Jones High School.
BBVA U.S. Country Manager and BBVA Compass President and CEO Manolo Snchez joined BBVA COO Angel Cano and Congresswoman Sheila Jackson Lee in making the first ceremonial paint stoke.
Congratulations BBVA Compass!
More than 120 BBVA Compass employees joined NBA and WNBA players and legends in a day of service to refurbish Jesse. H. Jones High School in Houston.
ThanksUSA
ThanksUSA Supports Our Military Families
February 13, 2011
hanksUSA, a charitable effort to mobilize Americans to thank our active-duty troops by providing need-based scholarships to their children and spouses, is partnering with the Financial Services Roundtable to promote academic support for military families. Since 2006, ThanksUSA has awarded over $700,000 in scholarships for students pursuing education in the finance industry. ThanksUSA helps thousands of students develop their skills and talents so they can participate fully in the economic life of America. We can never forget the sacrifices our military families make every day to protect our country, said Steve Bartlett, President and CEO of the Financial Services Roundtable. It is important to ensure these families have the opportunity for higher education regardless of financial limitations. ThanksUSA is one of the most ambitious scholarship programs available to active-duty military spouses and provides meaningful supplemental support for their children who fall through the cracks of other governmental programs. Students like Shadie Andraos, who graduated summa cum laude from Cleveland State University with a BBA says, "I am an analyst at Barclays Capital. The scholarship assistance I received from ThanksUSA gave me the flexibility to pursue internships during college, which ultimately Shadie Andraos lead to my full-time offer. As the ranks of veterans continue to grow, many of them with long-term health issues, spouses are finding that it falls to them to become the primary breadwinner. Mona Renee Ayres, a ThankUSA scholar in California, is the mother of three daughters and the spouse of a combat wounded Marine. Her goal is to earn a college Education and pursue a career in a field that she truly enjoys. Raymond Phua, a ThanksUSA scholar, was able to pursue undergraduate studies at Washington State University. Ray, currently employed as a consultant with Alvarez & Marsal Business Consulting, says, Learning from the global community and gaining international experience would not have been an option for me without the support from ThanksUSA. Rebecca Kershaw, a ThanksUSA scholar from Mississippi, will earn her Bachelor of Accountancy degree this May. After passing her CPA exam, Rebecca plans to seek employment as an auditor for a global CPA firm. If it Raymond Phua were not for people like you, students like me would not be able to attend college. This scholarship is such a great way to show support for the men and women who risk their lives for our country. The financial services industry supports ThanksUSA each year on ThanksUSA Trading Day. On that day, participating Wall Street firms will donate a portion of trading commissions to support these important scholarships. ThanksUSA Trading Day will be held May 12, 2011.
Rebecca Kershaw
Monica Renee Ayres
At Bank of America, we feel that making a military familys education more accessible is one of the best thank-yous we can give our service members, said Jeff Cathey, Senior Vice President for Military Affairs at Bank of America. For more information on ThanksUSA, please go to www.ThanksUSA.org.
Congratulations anksUSA!
Companies of the Week 9
February 20, 2011
TD Bank
TD Bank Wins Leadership in Financial Literacy Award
his week the Financial Services Roundtable proudly presented TD Bank with the Leadership in Financial Literacy Award. Suzanne Poole, Executive Vice President, Retail Sales Strategy and Distribution, TD Bank, received the award on behalf of the TD Bank for completing 825 financial education projects, leading the industry in the third quarter of 2010. At TD Bank building strong communities where our employees, customers and other stakeholders live and work is a priority for us, said Suzanne Poole, Executive Vice President, Retail Sales Strategy, TD Bank, Thats why were committed to educating Americans about savings so theyre financially savvy. Watch Suzanne Poole discuss TD Banks financial literacy: http://www.youtube.com/watch?v=zRctqRwtTIM.
Congratulations TD Bank!
Suzanne Poole (left), Executive Vice President, Retail Sales Strategy and Distribution, TD Bank, receivved the Leadership in Financial Literacy Award from Judy Chapa, Vice President, Community Services, The Financial Services Roundtable. TD Bank employees recently taught more than 100 students in Washington D.C.s Ward 5 the importance of financial education. On a Friday evening in February the children and volunteers from TD gathered at the Trinidad Recreation Center to discuss balancing registers, saving for something special and more.
10
Peoples United Bank
February 27, 2011
Peoples United Bank Purchases a Police K-9 for Fairfield, Connecticut Police Department
eoples United Bank has contributed to the Town of Fairfield, Connecticut and its police department $6,800 to purchase a police K-9 and feed the dog for one year. Peoples United will raise additional funds for the dogs supplies through its seven branch locations in Fairfield. The bank has established a fund, the Fairfield Police Department K-9 Fund, to which customers, residents and visitors may donate. The Town of Fairfield has been good to Peoples United Bank and this is one small way in which we can express our gratitude to town residents who have shown such loyalty to our bank, said Thomas Betzig, market manager for the Fairfield market. We want to do something to help the town defray the costs of buying and maintaining a new police K-9. To raise visibility for the effort, Peoples United is also sponsoring a contest open to all who visit a Peoples United Fairfield branch. Were asking people to guess the length of the dog from the tip of his nose to the tip of his tail on the day he enters service with the Fairfield Police Department, Betzig explained. The winner will receive a $500 U.S. Saving Bond. No donation is required to enter the contest. I know I speak for all Fairfield residents in expressing our sincere gratitude for Peoples Uniteds generosity in purchasing a new K-9 for our police force and feeding that dog for one year, said Fairfield First Selectman Ken Flatto. Peoples United Bank has once again proven itself to be a good corporate citizen committed to helping the communities it serves.
Members of the Fairfield, CT Police Department and Fairfield First Selectman, Ken Flatto (second from left) celebrate Peoples United Banks $6,800 contribution to the town to purchase a K9 for its police department and to feed the dog for one year. The stuffed German Shepherds in front of the group will be featured in each Peoples United branch in Fairfield, where town residents and bank customers may donate to a fund the bank has established to collect money for the dogs supplies in his first year on the force.
I am very thankful for the efforts and community spirit of Peoples United Bank, said Fairfield Police Chief Gary MacNamara. Their good works will provide us with a new dog and help us ensure that we have the supplies we need for our new K-9. Peoples United Bank is a subsidiary of People's United Financial, Inc., a diversified financial services company with approximately $25 billion in assets. Peoples United Bank, founded in 1842, provides consumer, commercial and wealth management services through nearly 340 branches in Connecticut, Vermont, New Hampshire, Massachusetts, Maine and in Westchester County and Long Island, New York. Through additional subsidiaries, People's United provides equipment financing, asset management, brokerage and financial advisory services, and insurance services.
Stuffed German Shepherd toy dogs like this one will be in each of Peoples United seven branches in Fairfield, CT. The bank bought a police dog for the towns police department and is seeking contributions to pay for additional supplies for the dog. To raise awareness for the fundraising effort, Peoples United Bank is also holding a competition in which people visiting each Fairfield branch can guess the length of the real dog from the tip of his tail to the tip of his nose. The winner will receive a $500 U.S. Savings Bond.
Congratulations Peoples United Bank!

11
March 6, 2011
Allianz Life Insurance Company of North America
Allianz Life and Edison High School eMentors Program

llianz Life employees mentored 18 Edison High School students through email exchanges between October 6 and December 1, 2010. Students and mentors were matched up, one on one, and exchanged email messages about career and financial literacy skills students will need to be successful in their future. The students chosen to participate were 11th grade students enrolled in the schools AVID (Advancement Via Individual Determination) program. AVID is a school curriculum based on rigorous standards that prepares students in the academic middle for four-year college eligibility. Students and mentors exchanged eight emails and met once during the nine week program. Erika Skiba, the students teacher, introduced a new Guiding Question prompt each week to keep the students on task and to add structure to the weekly email exchanges. A variety of topics were covered including managing time, job search skills, elevator speeches and Mentors, Carey Gorham (left photo) and Michael Johnson, goal setting. The financial literacy topics discussed included sources of pose for a photo with their assigned student. income and time value of money. The students enjoyed their time exchanging email messages with the mentors. For many this was their first experience emailing a professional. Following the email exchanges, the students participated in a survey to share their feedback and indicate what they learned through the process. Three-quarters of the students gained an understanding of how their education relates to their future career. The same 75% learned about new career options and 75% stated they now understand the need for career skills. Many students made comments about the specific topics in the free response questions. One student stated, My mentor taught me how time management is very important. Another said, Its best to set goals for yourself, which means knowing what you want to do for a career.
In addition to the email exchanges, the students and mentors met at Allianz Life for a celebration and job shadow on November 11, 2010. This half-day event also allowed mentors and students to participate in career round tables where students met with representatives from three of six career areas represented; accounting/finance, legal, human resources, sales, marketing and IS/IT. During these sessions, students found out what each area entails, college education, and responsibilities from within the company. One mentor commented, The job shadow was great. It was great to see the kids get excited about a corporate job the nice food and building amenities were a great seller.
Students from Edison High School receive financial literacy advice from Allianz Life employees during a meeting with program mentors.
The mentors also participated in a survey following their experience. The vast majority, 90%, said that their mentee gained a better understanding of the knowledge and skills needed for careers in the professional world. Mentors also shared how much they enjoyed participating; one stated, This experience made me very grateful for my job and the ability to give back to kids that might not otherwise get the opportunity to see what is possible. Another commented on the ease of the program, The email approach worked well for my schedule, and allowed me to provide more thoughtful responses.
Edison High School students pose with Allianz Life employees who volunteered to mentor students on issues of financial literacy.
Congratulations Allianz Life Insurance Company of North America!

12 e Financial Services Roundtable Community Service 2011
Huntington Bancshares Incorporated

Huntington Invests $100 Million for Affordable Housing
untington Bank enjoys a 145-year history of community involvement and commitment. It deepened that legacy in July of 2010 with the creation of a $100 million investment in affordable housing over a three-year period. It is the single largest investment in affordable housing in Ohio history and is expected to create more than 1,300 apartments for up to 3,000 low- to moderateincome people. Huntington is committed to supporting our communities so that they can remain vibrant and will attract more investment, said Steve Steinour, Huntingtons Chairman, President and CEO. There is no better way to do so than to invest in housing units that make a significant difference to the quality of life in our communities. By the end of 2010, Huntington had invested $60 million of the money, which has been used to jumpstart the construction and remodeling of additional affordable housing that was stalled during the recession.
March 13, 2011
Left to right: Hal Keller, Ohio Capital Corporation for Housing president; Martha Kutik, Jennings Center for Older Adults president/CEO; Steve Steinour, Huntington Bank CEO; Sherrod Brown, U.S. Senator; Kimberly Zurz, Ohio To date the investment has helped to provide, among Department of Commerce director; and Dan Walsh, Huntington Bank Greater other projects, a 42-unit expansion of a senior citizens Cleveland region president at Huntington Bank's July 8 $100 million Ohio affordable housing investment announcement with the Ohio Capital Corporation housing complex in Toledo and the construction of a for Housing, at Jennings Center for Older Adults in Garfield Heights in greater 98-unit independent living facility for seniors in Cleveland, OH.
Columbus.
Huntington is based in Columbus, Ohio, and spans six states including Michigan, Western Pennsylvania, West Virginia, Indiana and Northern Kentucky. The bank is now in the process of determining how it might replicate its Ohio housing program in other states. Huntingtons investment is in partnership with the Ohio Capital Corporation for Housing (OCCH) a Columbus-based nonprofit corporation that raises and invests private capital in affordable rental housing throughout Ohio.
Congratulations Huntington Bancshares Incorporated!
13
March 20, 2011
Womens Institute for a Secure Retirement (WISER)

STRIVING for Success: WISER Teams up with STRIVE DC to Provide Financial Workshops for DC Residents
he Womens Institute for a Secure Retirement (WISER) is dedicated to the education and advocacy that will improve the long-term financial quality of life for women. As the only organization to focus exclusively on the unique financial challenges that women face, WISER supports womens opportunities to secure adequate retirement income through research, workshops and partnerships. WISER also operates the National Education and Resource Center on Women and Retirement Planning, with support from the U.S. Administration on Aging. The Center specially tailors financial tools and information to meet the needs of women with low-incomes, women of color and women with limited English-speaking proficiency who are most at-risk for financial insecurity in old age. Since 2003, WISER has brought financial expertise to its partnership with STRIVE DC, a non-profit organization that helps unemployed people in the Washington, DC area transform their lives through job training and job readiness programs. As part of this program, WISER conducts financial workshops for STRIVE DC participants, helping them incorporate their personal experiences into the program to make it even more relevant to their lives. Over the years, these workshops have reached hundreds of low-income DC residents with important basic money management, savings and investing information. In October 2010, WISER was honored as one of STRIVE DCs valuable partners.
Congratulations Womens Institute for a Secure Retirement (WISER)!
STRIVE DC students participate in a money management workshop hosted by WISER. STRIVE DC provides underserved and unemployed DC residents with opportunities to build skills to help them get and keep jobs.
14
The Hartford Financial Services Group, Inc.

The Hartford Increases Focus on Local Community
n November 2010, The Hartford Financial Services Group, Inc. announced a new strategy to improve Hartford, Connecticuts Asylum Hill neighborhood for local residents and employees. Home to The Hartford since 1921, the need for support in Asylum Hill is greater than ever. The neighborhood is challenged by high rates of poverty, unemployment, a disproportionate number of single-parent households, language barriers, violence and crime. The Hartford increased its focus, committing $7 million in contributions over five years and partnering with the neighborhood and city and community organizations on key revitalization projects.
March 27, 2011
Every day we provide millions of customers with the security and resources they need to achieve their goals and dreams for the future, said Liam E. McGee, The Hartfords chairman, president and chief executive officer. We are bringing the same focus to our investment in the greater Hartford community, especially to Asylum Hill. In collaboration with other Asylum Hill community leaders, we want to make a difference for the families that live here, the children who study and play here and for the people who work here. This commitment will provide funding for education, community support services and neighborhood revitalization through longterm partnerships with critical stakeholders and nonprofit organizations in Asylum Hill. Education: Supporting the Children of Asylum Hill The Hartford will partner with organizations to deliver outcomes that demonstrate measurable impact in educational achievement consistent with sustained school reform efforts. This includes a partnership with Junior Achievement that will provide in-school programs focused on workforce readiness, entrepreneurship and financial literacy. The Hartford will also support the West Middle After School Alliance, a program that will provide the students of West Middle Elementary School with after-school enrichment, academic and healthy lifestyles programming.
The Hartford CEO Liam McGee (right) announces the company's plans for a philanthropic initiative aimed at revitalizing the city's Asylum Hill neighborhood at West Middle Elementary School in Hartford. McGee is seen here with the student winners of The Hartford's community achievement essay contest. (Photo: Shana Sureck)
Community Support Services: Access to Opportunities The Hartford will support the delivery of critical services necessary to enable Asylum Hill residents to gain financial independence, including a partnership with the Shelter for Women, a subsidiary of the Village for Families and Children. The programs supported by the partnership will assist individuals with building critical social networks and enhance life skills used in daily living; improving academic success; increasing financial literacy skills; and providing preparation for vocational success.
The Hartford CEO Liam McGee (left) announces the company's plans for a philanthropic initiative aimed at revitalizing the city's Asylum Hill neighborhood, including a contribution to partially fund the city's plans for purchasing, taking down and improving the vacant Capitol West property. McGee is pictured here with Hartford Mayor Pedro E. Segarra overlooking the Capitol West building. (Photo: Shana Sureck)
Keys to Neighborhood Revitalization: Public Safety and Homeownership The Hartford will continue its partnership with Northside Institutions Neighborhood Alliance to assist with Asylum Hill revitalization through enhanced public safety, homeownership, economic development and education. Additionally, the company will collaborate with local neighborhood associations to identify programs and projects that will enhance public safety initiatives and quality of life for the neighborhood; this partnership will result in new homeownership opportunities through sustainable, affordable homes and increased quality of life for residents.
Congratulations e Hartford Financial Services Group, Inc.!

April 10, 2011
Popular, Inc.
Popular, Inc.s Financial Literacy Initiatives

opular, Inc.s ongoing Financial Literacy Initiatives continue to These two photos are from the Financial Literacy Workshop at blossom during Spring especially during April as National Housing and Services Kenmore Learning Center. Alba Alexandra Financial Literacy Month. Popular has established programs such as: De Los Santos along with Dawn M. Carrillo of Popular, Inc.
facilitated the class.
Its own branded bi-lingual financial literacy program titled Take Control of your Money/Toma control de su dinero that focuses on the importance of money management and budgeting; Joint financial literacy projects such as Bank On Manhattan with the Manhattan Borough Presidents office and the Coalition for Debtor Education which focus on workshops with other community non-profit organizations that help educate and provide banking services to the unbanked community in New York City; National strategic partner Junior Achievement (JA), that helps bridge the business community, educators and volunteersall working together to inspire young people to dream big and reach their potential. Popular has supported JA through the years with countless volunteer hours for classroom programs, mentoring, teaching, sharing real-life experiences and fundraising. Our collaboration with JA has allowed us to conduct hands-on, experiential programs to teach the key concepts of work readiness, entrepreneurship and financial literacy to young people all over the country. Among the various Spring Financial Literacy events currently scheduled are: Take Control of your Money Workshop at Housing and Services, Inc in New York City. Housing and Services provides supportive housing to formerly homeless adults, most of which have a disability that requires additional support. Our local branch team kicked off the beginning of a series of financial literacy workshops focus on the importance of opening up a bank account. The next two series in the workshop in April will focus on how to manage finances and their new bank account and how to build credit and JA in a Day middle school students protect their identity. The workshop was so well received that the participants did not posing with their Certificates of Completion on the JA Your Money want the session to end and have encouraged more to sign up for the next workshop. program. Junior Achievements partnership allows bank staff to volunteer in schools, many of which are in high risk neighborhoods throughout the US. Hundreds of students are mentored during JA for a Day, when staff from Kensington Park California, to Chicago all the way across the US to Brooklyn, NY, go into to the local schools and teach a number of financial literacy courses. The interactive curriculum allows the youngest students to learn key concept through games, the middle school students are asked to become entrepreneurs and high school students learn how to create complete business plans. The experience is life changing and has proven that such students who have been involved in these programs are more successful in both their educational lives as well as in their life skills in general. And still to come Bank on Manhattans Financial Education workshop scheduled for April 19th at the Henry Street Settlement in the lower east side of Manhattan will be co-facilitated by our local branch manager. The target group of young adults 18-24 years old will be introduced to basic banking terms, how to manage and budget their finances and will end with an opportunity to open a new free checking account to help get them started. This is just one example of the ongoing workshops taking place throughout the City to help the unbanked learn about how to get access to bank accounts and learn how to manage their finances. Workshops are offered in different languages according the local community needs, but predominately are taught in either English or Spanish. Popular, Inc. will continue our many ongoing Financial Literacy Programs, working together in our communities with the goal to help further bridge the gap of financial literacy in America.
Congratulations Popular, Inc.!

Fulton Financial Corporation

Fulton Bank Partners with the Salvation Army to Raise Funds for Scholarships Two Scholarships for Sudents of Hispanic Heritage Given
April 17, 2011
ulton Banks Lebanon Division, joined forces with the Salvation Army to raise funds for a local scholarship program.
Fulton Bank raised a total of $625 through the sale of baked goods at the branch in Lebanon. The funds that were raised from the sale of the delicious treats will go directly to support the scholarships offered by the Salvation Army, which are offered for students of Hispanic descent. At least two scholarships will be given with the funds raised, and both traditional and non-traditional students are eligible to apply for the scholarship. This year two scholarships will be given, one in the amount of $1,000 and another for $500. Fulton Bank, the largest bank under Fulton Financial Corporation, is a community bank headquartered in Lancaster, Pennsylvania with 121 branches throughout Berks, Bucks, Centre, Chester, Cumberland, Dauphin, Delaware, Lancaster, Lebanon, Montgomery, Schuylkill and York Counties in Pennsylvania as well as the cities of Charlottesville, Chesapeake, Herndon, Manassas, Newport News, Richmond and Virginia Beach in Virginia and the counties of New Castle and Sussex in Delaware.
Congratulations Fulton Financial Corporation!
Pictured from left: Leticia Perez, Hispanic Outreach Specialist, Lieutenant Esau Morales, Assistant Corps Officer, both of the Salvation Army, and Liz Montijo, Fulton Bank teller.
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May 1, 2011
Citi
Citi Celebrates Small Business Month
itis commitment to Responsible Finance reflects our understanding of the central role of financial products and services in expanding financial inclusion and community development. With particular emphasis on underserved families and communities, we have a continuing, core focus on neighborhood revitalization, financial capability and asset building, college completion and, importantly, small business development. Small businesses are key engines of any local economy and are critical to creating jobs. Citi serves over 260,000 small and medium businesses and provided a total of $6 billion in credit to that sector in 2010. Through partnerships with nonprofit organizations and public agencies, Citi Community Development and the Citi Foundation create programs that expand the small business sector to underserved entrepreneurs and communities. On the national level, for example, Citi committed $199 million in 2010 to create the Communities at Work Fund in partnership with Calvert Foundation and Opportunity Finance Network. The Fund provides affordable loans to Community Development Financial Institutions (CDFIs), which in turn finance small businesses and other community service organizations in low-income communities. Local programs are also essential in our commitment to small business. For example, through a $385,000 contribution, Citi and the New York Citi Department of Small Business Services (SBS) partnered in 2010 to provide local entrepreneurs with the technical assistance and financing need to start, operate and expand. The program includes an innovative mentorship program in which Citi bankers provide guidance to staff and clients of the NYC Small Business Solutions Centers. Just last week, Citi announced a similar program for the city of Dallas. This component draws on Citis strong commitment to leveraging our employees expertise through volunteerism more than 608,950 hours were provided in 2010, for example to benefit communities. For more information on Citis small business efforts in the U.S., visit our new Community Development website. More information about Citis overall commitment to Responsible Finance is available in our 2010 Citizenship Report.
Congratulations Citi!
From left, Bob Annibale, Citis Global Head of Microfinance and Community Development; Rob Walsh, Commissioner NYC Department of Small Business Solutions; Vikram Pandit, CEO Citi; and Gina Harman, CEO ACCION USA.
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Capital One Financial Corporation

Capital One - Investing in the Financial Capabilities of our Communities
apital One believes that financial literacy and money management skills are critical building blocks for economically secure communities. Since our companys founding, weve been investing in financial education programs that reach and affect audiences of all ages, whether thats helping children prepare for successful futures, or teaching teens and adults how to be economically self-reliant. We also constantly evaluate and expand our financial education programs, striving to increase our reach and efficiency in communities across the country. Recently, Capital One expanded its financial education reach through the launch of the Capital One Financial Scholars program, a 3D, interactive, online platform for high school and college students. The program is powered by EverFi's award-winning educational gaming platform, which leverages new media to bring important financial topics to life. Topics covered include student loan management, opening a bank account, credit scores, stocks and bonds, debt management, and many more. The program is going live in more than 70 colleges and 150 high schools, impacting more than 50,000 students.
May 15, 2011
Juniors and seniors from eight Prince Georges County Public Schools in Maryland display their Capital One Financial Scholars certificates of completion during a recent congratulatory ceremony.
Additionally, Capital One is expanding the breadth and reach of Bank It, a financial education program run in partnership with Search Institute. Bank It delivers real-world financial topics and tools for teens and parents, making it easier for families to understand, talk about and manage money. Through an interactive Web site and local, face-to-face Capital One employees teach a Bank It workshop for workshops on 12 key financial topics, the program is now empowering parents at a PTA Meeting at Boushall Middle School in both English and Spanish speaking families to explore budgets, goals and Richmond, VA. financial strategies. Bank It is also on track to start offering workshops and curriculum for elementary school children, and their parents, by the end of 2011. For more information on Capital Ones financial education programs, please go to www.capitalone.com/financialeducation.
Congratulations Capital One Financial Corporation!
Bank It delivers real-world financial topics and tools that make it easier to understand, talk about and manage money. The home page of the Web site provides links to digestible, free materials for teens, parents and those interested in leading a workshop.
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May 22, 2011
CIT Group, Inc.
CIT Celebrates Six Years of Global Employee Volunteer Month

IT Group Inc. is celebrating its sixth anniversary of Global Employee Volunteer Month (GEVM). Since 2006, CIT employees have donated their time to the communities in which they live and work. This year, their goals are to volunteer 6,000 hours of community service, engage employees from 6 countries where their offices are located and encourage employees to volunteer at least 6 hours each. CIT encourages their employees to partner with local non-profit groups that address the unique needs of their communities. This level of autonomy gives colleagues the opportunity to reach out and develop new collaborations, continue to support long standing relationships and strengthen existing philanthropic partnerships. Employees in Charlotte and New York taught financial literacy to students in local public elementary schools in partnership with Junior Achievement. China employees cleaned up Century Park of Shanghai. Jacksonville, Florida volunteers hosted room makeovers and a birthday party for homeless women and children living in temporary housing. Ireland staff donated dresses to be sold in Irelands largest one-day charity dress sale. Chicago employees planted a sensory garden at the Chicago Lighthouse for the blind. Employees in New Jersey, Utah, Virginia and Florida built houses for low-income families with Habitat for Humanity. With 23 more projects on the calendar, including one with the senior management team they are close to achieving their goals.
Jacksonville, FL employees host a birthday party for homeless children at Community Connections.
Throughout GEVM, employees are taking the time to improve the lives of others and further develop their neighborhoods. As they clean parks, feed the hungry, build homes, assist the elderly and raise funds for charity, they mirror the year-round effort of the companys community involvement teams and reinforce the longstanding commitment CIT has made to create a lasting impact on those around us.
Congratulations CIT Group, Inc.!
Livingston, NJ employees help build a home with Habitat for Humanity.
Charlotte, NC employees pack food for the Second Harvest Food Bank.
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Wells Fargo & Company
May 29, 2011
Wells Fargo Team Members Help Prepare Kids and Parents for Financial Success
s young people continue to become more active as consumers, Wells Fargo is taking steps to ensure they also become responsible spenders and savers by learning the ABCs of managing money. Wells Fargo team members teach financial education throughout the year, but in April team members went the extra mile to raise awareness about the important role banks play in helping young people develop lifelong saving habits. In recognition of National Financial Literacy Month, and the American Bankers Associations Teach Children to Save (TCTS) Day, team members made more than 1,000 presentations to school students and community groups to deliver financial education lessons, and educate young people and their parents, about the importance of budgeting and saving money. Bruce Eberle, president of the Wells Fargo Bank in Grand Its important to teach everyone how to be financially capable and how to achieve financial goals at any stage in their life, said John Stumpf, chairman, president and CEO of Wells Fargo. As part of National Financial Literacy Month, Wells Fargo team members taught young people across the country strategies that not only helped increase their fiscal knowledge, but also helped establish responsible financial behavior starting at an early age.
Island, NE, passes out pencils to 5th grade students at Wasmer Elementary School. During his classroom presentation, Eberle highlighted the basics of budgeting and saving as part the Teach Children to Save activities. When he asked the students what they would save for, favorite answers were vacations, construction projects, pranks, parties and other wish list items. (Photo Courtesy of Grand Island Independent Newspaper Taken by Crystal LoGiudice.)
Throughout April, team members visited schools and community groups to educate young people and their parents, about savings strategies to achieve financial success. All together, Wells Fargo team members delivered financial education presentations to more than 48,000 individuals. Wells Fargos free financial education program Hands on Banking was used to promote smart budgeting and saving during TCTS Day activities. The program offers a broad-based curriculum that includes lessons for children and adults. Our Hands on Banking program is a great example of how were using our resources and expertise to work hand-in-hand with schools and nonprofits to provide educational resources to individuals and families, said Jon Campbell, head of Social Responsibility at Wells Fargo. We have been able to take this program out into the community and reach people and families who may not have received any financial education otherwise.
Team members also used the Spanish language version of Hands on Banking, El futuro en tus manos during TCTS activities to reach the Hispanic community, and encouraged financial education activities in support of El Da de los Nios. Additionally, each day during the month the bank utilized social media and Twitter to send financial education tips to adult consumers. The messages provided savings tips and highlighted the financial education resources available at Wells Fargo, including the Hands on Banking program.
Kenya Shannon, Wells Fargo store manager, taught secondgraders in Norcross, GA lifelong savings habits as part of the Teach Children to Save initiative. Wells Fargo brought the program to Norcross for the first time in April.
Congratulations Wells Fargo & Company!
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June 5, 2011
The Charles Schwab Corporation

Thousands of Schwabbies Across the U.S. Volunteer to Benefit the Underserved
harles Schwab has a long and rich tradition of community involvement. Since the company was founded more than 40 years ago, Chuck Schwabs vision has been unwavering: that everyone can be financially fit, regardless of age or income. As a result, Schwabs corporate volunteer programs are focused on financial literacy and improving peoples financial well-being. Seven years ago, the company sponsored its first national day of volunteer service. Employees were so inspired that they quickly rallied to expand the program to a full week. Schwab Volunteer Week 2011 which ran May 16 through 20 was the biggest employee volunteer event in the firm's history: nearly 2,300 employees mobilized to lead financial literacy workshops, build homes, help unemployed adults revamp their resumes, and much more all in an effort to help provide a stronger foundation for financial well-being for people from coast to coast.
Schwab President and CEO Walt Bettinger (right) rallies volunteers to spruce up a center for homeless children.
Schwab employees contributed over 9,400 in total volunteer hours during this year's week-long event, and since the program's inception in 2004, the company has given back more than 52,400 hours to the community. That translates to a whopping 1,310 work weeks of volunteerism and community engagement through this year, Schwabs eighth annual volunteer event. This years Volunteer Week was inspired by our collective passion here at Schwab to break down barriers for people and help Chuck Schwab pitches in and shares a laugh with volunteers supporting them attain financial well-being, said Shelter Network of San Francisco. Carrie Schwab-Pomerantz, president of Charles Schwab Foundation. Whether our employees were leading a workshop on financial basics at a local Boys & Girls Club or helping Habitat for Humanity build a home for a family in need, our goal is always to make a positive difference in as many lives as we can.
Employees prime an exterior at Episcopal Community Services, an organization that works to prevent homelessness.
Watch a short video about Schwab Volunteer Week here on YouTube: http://www.youtube.com/user/CharlesSchwab#p/c/E626F61A151D4180/0/W1C9tOhITx8
Congratulations e Charles Schwab Corporation!
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Society for Financial Education and Professional Development, Inc. (SFEPD, Inc.)
Financial Literacy in the Community
June 12, 2011
he Society for Financial Education and Professional Development, Inc., (SFEPD, Inc.) is a nationally recognized nonprofit organization for its work in the field of financial literacy. Through its seminars, forums and workshops, audiences gain a much better understanding of personal financial management and other economic topics as well as practical uses of financial management concepts, strategies and personal skills for everyday life. SFEPD, Inc. has the ability to develop and present customized seminars and workshops to meet the needs of targeted audiences. Each seminar is designed to ensure that the key goals and needs of SFEPD, Inc.s partners are met.
SFEPD, Inc. along with one of its partners, Ally Financial, Inc. participated in Money Smart Week by providing financial education seminars in the state of Michigan during financial literacy month. SFEPD, Inc. provided financial education workshops to five community groups and one high school. Money Smart Week is collaboration between the Federal Reserve Bank of Chicago and partner businesses and organizations within the Seventh District. Expansion of College Financial Literacy Program Theodore R. Daniels, President and CEO of the Society for SFEPD, Inc. continues to offer a series of financial education seminars Financial Education and Professional Development, Inc. and workshops to college students, nationwide. During the 2010-2011 presenting to Texas Southern University students. academic school year, SFEPD, Inc. along with its partner, HSBC-North America expanded its YourFutureCounts program beyond its outreach to students of Historically Black Colleges and Universities (HBCUs) to major colleges and universities. SFEPD, Inc. in partnership with E*TRADE Financial Corporation also presented its investor education seminars on several college campuses. The organization also established a new partnership with Wells Fargo & Company to present personal money management seminars in conjunction with Wells Fargos Hands on Banking financial literacy program on the campuses of five HBCUs in the state of Maryland. SFEPD, Inc. continues to grow its financial education programs with the help The Financial Services Roundtable partners.
Keva Sturdevant, Seminar Presenter for the Society for Financial Education and Professional Development, Inc. presenting to Temple University students.
Congratulations Society for Financial Education and Professional Development, Inc. (SFEPD, Inc.)!
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June 19, 2011
Assurant Employee Benefits
Assurant Employee Benefits Change Your World Program Starts Small, but Makes Big, Lasting Impact
very year, Assurant Employee Benefits Community Involvement Committee selects a diverse group of non-profit organizations to support with monetary donations, supply drives and volunteer efforts. Recently, we began giving our entire employee population the chance to have a more direct say in the groups we support. We asked: If you had a small budget and a short time frame, what would you do to Change Your World? To date, eight employee-led Change Your World teams have been selected Midwest PAWS team members, selling treats to employees. and given the same charge: get busy, get creative and give back to the community. Program Guidelines Small teams (less than 10 people, to keep the scale of the projects comparable) $100 in seed money (teams are encouraged to find inventive ways to grow their budgets) Soliciting monetary donations from co-workers is prohibited Highlights Rummage sale for Hands of Hope and Haniels Home of Hope, raised over $1,000 and a stockpile of clothing and houseware donations (the unsold merchandise) Hope Rocks Food Pantry (which provides nutritious meals for the less fortunate) received a freezer and shelving Kansas Citys Child Abuse Prevention Association (CAPA) received volunteer assistance with advertising and auction item donations for a fundraising event Animal's Best Friends and Pets for Life received hosting help and auction donations for a fundraising fiesta and doggy fashion show Hope Lodge Team Members, landscaping. Hope Lodge was given fresh landscaping, a gazebo, and an ice cream social Northland Early Education Center was given refreshments, decorations and gift bags for the pre-school graduating class of 2010 Midwest PAWS received a barrel full of supplies (through company-wide pet supply drive), and $1,800 (through a doggy- and human-treat bake sale and a silent auction) e Whole Person received volunteer help for their Cast-N-Blast event and a $100 donation to offset the cost of transportation. Our Hope Lodge project received a nod in the Kansas City Star, and The Change Your World program also garnered national press in Insurance Newscast and National Underwriter. Most recently, Change Your World was awarded the national Communitas Award of Excellence in Community Service in two categories.
Congratulations Assurant Employee Benets!
The Whole Person team, at Cast-N-Blast (an outdoor sporting event for the disabled).
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New York Life Insurance Company

New York Life Supporting Local Community Involvement
n 1998, New York Life launched the corporate volunteer program, Volunteers for Life (VfL), at the Home Office in New York City. Over the last 13 years, the program has grown to include more than 30 New York Life offices nationally. Volunteers for Life develops and promotes volunteer opportunities for New York Lifes employees, agents, and retirees so that they can contribute their time and expertise to help meet community needs and recognizes and encourages their ongoing involvement with nonprofit organizations.
June 26, 2011
VfL projects are led by New York Life Our VfL program in Westchester collaborated with Junior Achievement to host a seven-week series of a Success Skills employees and agents and address curriculum for the 16 to 21-year-olds from the Youth local community needs. Although Shelter of Westchester. Volunteers for Life encourages offices to do projects focused on the New York Life Foundations main initiative, Nurturing the Children, volunteers can organize projects with other eligible 501(c)(3) organizations. Below are examples of New York Life volunteers engaged in their local communities. New York Life offers three grant programs to support the local involvement efforts of New York Life employees, agents and retirees. In 2011, we expect to award approximately $1.4 million to local nonprofit organizations through the Volunteers for Life Individual Grant, Volunteers for Life Team Grant and the Community Impact Grant programs.
The Charlotte General Office volunteered as buddies for the Special Olympics CAMP SOAR, a free three-day camp for children and adults with special needs.
Congratulations New York Life Insurance Company!
A team from our Human Resources Department, Home Office, volunteered to beautify a local community center.
Volunteers from our Utah General Office participated in the Kids Caf Carnival, an annual event for approximately 600 children.
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July 3, 2011
Webster Financial Corporation

Webster Bankers, Junior Achievement Partner to Teach Financial Literacy to Waterbury, CT, Children
lmost 50 employees of Connecticut-based Webster Financial Corp. (NYSE: WBS), spent the morning May 19, teaching financial literacy to students at Tinker Elementary School in Waterbury, CT, through a partnership with Junior Achievement (JA) of Southwest New England. It was the fifth year Webster sent instructors to a school in its markets for the JA in a Day project. The volunteer instructors worked in pairs with students in kindergarten through fifth grade classes. Junior Achievement is the worlds largest organization dedicated to educating students about workforce readiness, entrepreneurship and financial literacy, reaching millions of young people throughout the globe. Without enthusiastic volunteers like those from Webster who genuinely care for young people and bring real-world experience into the classroom, our programs would not have nearly the impact they have, said Louis J. Golden, president of JA of Southwest New England. As much as JA appreciates their participation, Im sure the students of Tinker School appreciate it even more. Jerry Plush, Websters vice chairman and chief operating officer, was among those who participated. He praised everyone involved for their willingness to reach out and help the next generation improve its financial literacy. As a fellow Webster banker who believes it is essential to give back to the communities we serve, their willingness to walk the talk and get involved by spending time with the students of Tinker Elementary was terrific to see, said Plush, who is also a member of the board of directors of JA of Southwest New England.
Congratulations Webster Financial Corporation!
The Webster Financial Corp. team takes a break during their JA in a Day program at Tinker Elementary School in Waterbury, CT.
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Barclays Capital, Inc.

Barclays Capital Summer Analysts and Associates Help Revitalize Local Communities in the Bronx and Brooklyn
arclays Capital has a proud tradition of supporting and investing in the communities where it does business. Whether through volunteerism, gift-matching or grant-making, the firms diverse community programs are designed to support and build on the work of our employees. More than 2,000 employees in the Americas have participated in over 65 volunteer activities thus far in 2011.
July 10, 2011
Barclays Capital summer
As part of its commitment to the local community, analysts plant flowers and shrubs at Pelham Park Bay Barclays Capital partnered with Partnership for Parks in the Bronx, NY. and New York Cares to organize two events for almost 600 Barclays Capital summer analysts and associates. On July 1, 300 Barclays Capital employees revitalized Pelham Bay Park/Orchard Volunteers paint the wall at Orchard Beach to Beach and I.S. 123 X James M. Kieran beautify the community. School in the Bronx, New York. An opening ceremony was attended by Barclays Capital executives and representatives from Partnerships for Parks and New York Cares. At Pelham Bay Park/Orchard Beach, volunteers rolled up their sleeves to plant shrubs and Summer analysts and associates paint a spread mulch around the grounds, remove debris along the shoreline, paint facilities on the mural to brighten up a hallway at I.S. 123 X James M. Kieran School. promenade and weed overrun sections of the park. Nearby, at I.S. 123 X James M. Kieran School, Barclays employees worked to spruce up the school by painting the hallways a vibrant color, building furniture for the parents room, creating murals to make the school more inviting as well as weeding and planting flowers in the schools garden. In Brooklyn, New York, an additional 200 summer analysts and associates volunteered to help revive Fort Greene Park and P.S. 5 K on July 8. Al Wiltshire, Chief of Staff for Congressman Edolphus Towns (D-NY), alongside Richard Whiting, Executive Director and General Counsel for The Financial Services Roundtable, and representatives from Partnership for Parks, New York Cares and Barclays Capital gave opening remarks at the Prison Ship Martyrs Monument in the center of the park. The volunteers planted flowers and shrubs, spread mulch and woodchips to prevent new weeds and replaced fencing around the park. At P.S. 5 K, Barclays employees helped to renovate the teachers lounge, revamped the schools entire garden area, and painted several murals including an entire school wall with inspirational words and images for the students.
Looking after local communities is a key part of our philanthropy program at Barclays Capital, and I am delighted to be among so many colleagues taking part in this important initiative, said Gerard LaRocca, Chief Administrative Officer, Americas, at Barclays Capital. We hope that our work in the communities this summer will provide a great boost to the neighborhood, and that the residents of Brooklyn and the Bronx enjoy the results.
Barclays Capital volunteers create planters to revitalize I.S. 123 X James M. Kieran School.
Congratulations Barclays Capital, Inc.!

July 10, 2011
The Hanover Insurance Group, Inc.
The Hanover Invests in Local High School Students and Teachers, Improving Graduation Rates and Boosting College Attendance
he Hanover Insurance Group and its employees come together in many ways to help address important needs in the companys home communities around the country, focusing particular attention on the needs of education and youthhelping build strong public schools, and challenging children to achieve their full potential. Two especially effective programs that put students on the path to success are Advancement Via Individual Determination (AVID), a national program offered in the Worcester Public Schools, and Collegiate Success Institute (CSI), a program of the Colleges of Worcester Consortium. The AVID and CSI programs work together, targeting students in the academic middle. AVID challenges students to reach their full academic potential with advanced-placement courses and mentoring. As a capstone to AVID, the CSI program then partners with local colleges and universities to give students a taste of college life and the opportunities beyond college. Since the introduction of AVID as a pilot program in 2005, The Hanover has donated more than $700,000 to help fund its expansion throughout the Worcester Public Schools; and, last year, donated $25,000 to the CSI program.
An employee from The Hanover mentors one of Worcester's AVID students.
Employee volunteers from The Hanover support the programs by teaching financial literacy skills in AVID classrooms, and by partnering with local college students with whom they share responsibilities as CSI mentors.
The company also helps students pay the rising costs of a college education through its annual Hanover Scholarship Program, now in its eighth year, providing more than 40 scholarships each year to public school students in Greater Worcester (Massachusetts), and Livingston County (Michigan), and to children of its employees in communities across the country. About e Hanover The Hanover Insurance Group, Inc. (NYSE: THG), based in Worcester, Mass., is the holding company for a group of insurers that includes The Hanover Insurance Company, also based in Worcester, Citizens Insurance Company of America, headquartered in Howell, Michigan, and their affiliates. The Hanover offers a wide range of property and casualty insurance products and services to businesses, individuals and families through a select group of independent agents. The company is ranked among the top 25 property and casualty insurers in the United States and has been meeting its obligations to its agent partners and their customers for nearly 160 years.
A student from the CSI program receives an award during graduation.
Congratulations e Hanover Insurance Group, Inc.!
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Working in Support of Education (w!se)

The w!se Financial Literacy Certification Program
Learning about personal finance before you graduate high school is so important because money and finances are things you have to successfully manage for the rest of your life. The sooner you learn about them the better! {Stephanie Haight, Arlington High School, NY}
tephanie is one of the more than 50,000 students from high schools nationally that participate in the Financial Literacy Certification Program, a program of leading educational not-for-profit, Working in Support of Education (w!se). Participating schools teach a course on personal finance and at the end, administer w!ses national, standardized Certification Test. Teachers receive a curriculum aligned to national and state standards; a directory of instructional resources; an invitation to our annual professional development conference, a pretest; practice tests and the Certification Test. Students passing the Test become Certified Financially Literate, earning a CFL which can help in their jobs and search for work.
July 17, 2011
Young adults are the fastest-growing age group filing bankruptcies, notes Phyllis Frankfort, w!ses President and CEO and the architect of the Financial Literacy Certification Program. We are tackling this issue by helping students become financially Teachers are honored at w!ses 2010 MoneyPOWER Conference for capable before they graduate high school, so that they can enter Financial Literacy. college or the workforce knowing how to manage their money and with a credential our CFL - to prove it, she adds. w!se has now reached more than 175,000 students with the Program and 75% of those who have taken the Certification Test have earned their CFL. Experts in personal finance are taking notice. As part of Aprils Financial Literacy Month celebrations this year, Suze Orman held a lively and interactive discussion with 500 students from 11 New York City schools that participate in the Program. w!se orchestrated the event as a partner in Financial Literacy NOW, an initiative of The McGraw-Hill Companies.
Congratulations Working in Support of Education (w!se)!
Suze Orman celebrates Financial Literacy Month with students from Midwood HS.
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July 17, 2011
Regions Financial Corporation
Regions Volunteers Share the Good
elping neighbors in need, spreading good will in our communities and imparting responsible money management skills have been the focus of Regions associate volunteer efforts in 2011.
Share the Good Week Earlier this year, Regions associates in 16 states participated in Share the Good Week, a week dedicated to thanking and recognizing the good work and needs in local communities. They organized and took part in hundreds of activities including a company-wide partnership with United Way agencies to provide gently used books and canned foods to a United Way agency in each of our areas. Disaster Relief Recent natural disasters have elevated the need for help and healing in many of the communities served by Regions Bank. Across hard-hit areas of the South and Midwest, Regions associates have volunteered to lend their support. Birmingham, AL, where Regions Financial Corporation is headquartered, was one of many areas impacted by violent storms on April 27. In the weeks following the storms, more than 60 Risk Management associates Regions associates in Montgomery, AL, collected food for volunteered at a United Way/NBC 13 telethon for tornado relief. The those in need during Share the Good Week. telethon, which aired on 235 television stations across the country, raised almost $700,000 in less than 24 hours. The money is being distributed throughout the areas affected by the tornados across the Southeast to fulfill the United Ways mission for long-term assistance. In nearly every community in the path of the storms, Regions associates have volunteered their time to clean up storm debris or sort donations for storm victims, as well. Regions associates also assisted neighbors in communities along the Mississippi River basin and its tributaries, where flooding has caused widespread property loss and damage. In Memphis, TN, several Regions Mortgage associates heeded a call from local officials to help fill sandbags ahead of the historic river cresting. Although Memphis did sustain flood damage near the riverfront downtown, the city avoided catastrophic flooding due the actions of local citizens including Regions volunteers. Financial Literacy Regions associates are strong advocates for financial education in our communities. One of the latest examples came during the 20102011 school year, as bank associates helped bring to life a financial Regions volunteers helped individuals and families affected by literacy program for 14 high school classrooms in Atlanta. With tornadoes in Concord, AL. Regions support, the schools adopted the EverFi Financial Education Program and to date more than 1,000 graduates have walked away with a solid foundation of personal finance and money management skills.
Congratulations Regions Financial Corporation!

Genworth Financial
Putting Promises in Action
July 24, 2011
enworth Financial employees completed 188 outreach projects around the globe during the Companys June Month of Service.
Genworth Financial celebrated its annual Global Month of Service by taking the time to get out into the community and make a difference in 27 locations around the world. Over 50% of Genworths 6,500 employees volunteered last month in various projects serving Genworths three primary outreach areas: Basic Needs, Underserved Youth, and Seniors.
Genworth Volunteers based in Shannon, Ireland, painted ceilings, walls, doors and skirting, boards and door trim for the interior of a large house for the Clare Mental Health Service . It was the first time this house, which is used by residents, had been painted in 15 years.
To be able to make a difference as part of my job means a lot. When I volunteer with Genworth, its not just meits the entire team working together to make a difference in our community, says Diana Debs, Genworths 2010 Volunteer of the Year. During the Month of Service, I know the entire company is focused on reaching out, giving back and making a differenceand thats inspiring to me. Work included renovating homes of low income senior citizens in Canada, London, Poland, Nashville, Tennessee, and Raleigh, North Carolina, and helping prepare meals for homebound clients of Meals on Wheels in Richmond and Lynchburg, Virginia, Raleigh, North Carolina, and Rancho Cordova and San Rafael, California. Partnering with HandsOn Greater Richmond, HandsOn Bay Area, and the Center for Volunteer and Nonprofit Leadership At Noahs Ark Child Care Center, our Lynchburg volunteers of Marin in California to helped to provide a field day on their playground. This identify volunteer activity was for about 35 children ages 1 to 4. opportunities, Genworth employees packed educational backpacks for elementary school students and created hygiene kits for at-risk families. In Lynchburg, Virginia, a United Way Day of Caring included projects where Genworth employees helped build a house for Richmond volunteers cheered on Johnson Habitat for Humanity, created a pizza garden and painted rooms at Mary Bethune Elementary students as they arrived and marched through balloon arches on Genworths campus. Academy, and participated in making crafts with seniors at an adult care center. This year, in Richmond, Virginia, Johnson Elementarys outdoor playing fields were under construction. As part of Genworths ongoing commitment to help address the needs of underserved schools, employees from Genworths corporate headquarters were pleased to host the 500 students of Johnson Elementary for their annual field day. Genworth has more than 50 volunteers who support Johnson Elementarys students throughout the school year by mentoring through the Big Brothers and Big Sisters program and providing financial education in conjunction with Junior Achievement of Central Virginia. This is our third year of Global Month of Service and our best yet, says Leon Roday, Senior Vice President, General Counsel and Genworth Foundation Chairman. The anticipation, the execution, and the impact of our associates efforts are truly remarkable. Thank you to Genworths Volunteers for Reaching Out, Giving Back, and Having Fun!
Congratulations Genworth Financial!

July 31, 2011
KeyCorp
Putting People First is KeyBank's Promise
ince Keys founding more than a century ago, an affinity for community service has been embedded into the culture of the Organization. Continuing with this tradition, KeyBank employees celebrated their 21st annual Neighbors Make the Difference Day on May 24, 2011. Over 8,300 KeyBank employees nationwide left their offices and surged out into their communities, lending a helping hand to 850 community projects. With nearly 50% of KeyBanks workforce volunteering, many Key branches closed their doors at noon as employees took part in community projects ranging from mentoring students, teaching financial education courses, building and repairing facilities, sorting food at local food banks, digging gardens and cleaning up local parks. When I think of KeyBank, I think of people who enjoy helping others, says Karen White, KeyBanks Neighbors Make the Difference Day National Coordinator. They are in every branch, every department and every state where Key does business across the United States; and on this one day Key gives them the time to really make a difference.
Key associate presents check to Habitat for Humanity in Buffalo, NY.
KeyBanks commitment to community service has additionally been demonstrated this year through its raising of $47,000 for Harvest for Hunger, its nationwide collection of 3 tons worth of supplies for the military and its annual Super Refund Saturday, a program providing free tax prep services to low income families.
Congratulations KeyCorp!
Key volunteers at the Strongsville Historical Society in Strongsville, OH. Key volunteers at Hattie Larlham in Brooklyn, OH.
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Unum
Unum Employees Ban Together to Make Food Drive a Success
his year, Unums main campuses and field offices in the U.S., U.K. and Ireland joined forces and donated more than 40,000 pounds of food to multiple food banks in those areas during its annual, week-long food drive. The food donations served more than 310,000 hungry and homeless people in those communities. Unum also gave $57,000 in monetary donations to help support youth and adult programs, help the homeless find jobs and purchase more food. Weve been doing this for several years now and it gets more impressive every year, said Tom Watjen, president and CEO. Its amazing to see the generosity of our employees and how it helps our communities. Last year, Unum donated 36,000 pounds of food for area food banks.
August 7, 2011
Community kitchens around the area are always in need of donations and thanks to Unum many of them get the extra donations they lack during the summer time through Unums various other food drives. Employees from the Global Services area deliver food for Unum is a Fortune 500 company that specializes in disability, group life, long term care and voluntary benefits.
the Chattanooga food drive.
Congratulations Unum!
Tom Watjen (fifth from left), President and CEO, Unum presents a check to the Community Kitchen for $10,000.
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August 14, 2011
U.S. Bancorp
Partnership Encourages Youth to Save Through Virtual U.S. Bank of Bearville
xpanding the reach of financial education, U.S. Bank partners with retail company Build-A-Bear Workshop by sharing financial literacy tips and activities in the virtual town of Bearville.
U.S. Bank of Bearville engages young citizens of bearville.com in the process of saving and budgeting through interactive games and online activities. The U.S. Bank of Bearville has similar features to real life branches, such as ATM machines, a vault, a welcome desk, and teller counter. Bearville citizens can deposit Bear Bills, the official currency of Bearville, and earn interest with a certificate of deposit. Citizens of Bearville can also work as a teller at the bank to learn how to accurately count back change. View a video demo of Bearville here: http://www.youtube.com/watch?v=4QfOnWxLrwE. U.S. Bank is excited to announce that since its launch in September 2010, there have been more than 5.4 million CDs opened and $5.9 billion Bear Bills invested! In 2011 the bearville.com designers worked with the U.S. Bank Office of Corporate Citizenship and Financial Education to expand the activities at the branch which now include a new, interactive game designed to help young children identify coins and their value. The game also integrates true or false questions related to basic financial concepts to broaden a young childs mind around financial literacy.
Financial tips pop up on the computer screen as children test their financial literacy skills at the U.S. Bank of Bearville.
By creating innovative and interactive online tools to teach financial literacy, U.S. Bank along with their partners at Build-A-Bear Workshop can reach this generation of consumer, teaching them sound financial skills in preparation for all stages of their life.
Congratulations U.S. Bancorp!
The virtual U.S. Bank of Bearville simulates features of reallife branches and invites Bearville citizens to visit the branch to learn basic financial concepts.
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The Financial Services Roundtable Financial Literacy Scholarship

Roundtable Honors High School Students with Scholarships for Completing Financial Literacy Course
he Financial Services Roundtable Financial Literacy Scholarship honors high school seniors from throughout the country who successfully completed a financial literacy course before entering college with a $5,000 scholarship. Ten financial literacy scholarships were awarded to students for college in 2011. The 2011 scholarship recipients are: Crystal Carr, Detroit, MI Danielle Cureton, Bronx, NY Karla Flores, Thornton, CO Ana Lanfranchi, Atlantic Highlands, NJ Patrick McCarthy, Washougal, WA Kendall Moore, Madison, MS Tyler John Redshaw, Henrico, VA Julio Rojas-Aguilar, Galloway, NJ Yeng Thao, Appleton, WI Anna Yermolov, Ephrata, PA The recipients were selected by a review committee of representatives from the Roundtables nonprofit partners: JA Worldwide Jump$tart Coalition for Personal Financial Literacy NeighborWorks America Operation HOPE, Inc. Rebuilding Together SER-Jobs for Progress National, Inc. Society for Financial Education and Professional Development ThanksUSA Women's Institute for a Secure Retirement (WISER) Women in Housing & Finance Foundation Roundtable member companies hosted scholarship presentations at their local branches and offices in the recipients hometowns. For more information on the Financial Literacy Scholarship program, please visit http://www.fsround.org/fsr/financial_literacy/financial_literacy.asp.
August 14, 2011
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August 14, 2011
The Financial Services Roundtable Financial Literacy Scholarship
Left to Right: Evelyn Edwards, VP BancorpSouth; Tommy Darnell, BancorpSouth Hinds County President; Kendall Moore, Scholarship Recipient; and Mrs. and Mr. Kendall Moore, Sr.
Left to Right: Cedric Buchanon, BBVA Compass Denver City President; Karla Flores, Scholarship Recipient; Justin Geddie, BBVA Compass Northern Colorado District Retail Executive; Marilena EchoHawk, BBVA Compass Thornton Branch Retail Executive.
Left to Right: Robert Maldonado, Senior Vice President and Regional Manager for Citizens Bank, Anna Yermolov, Scholarship Recipient and Darren Kakos, Banker at the Citizens Bank Lititz branch.
Left to Right: David Bell, Operation HOPE; Aaron Hansen, Principal Washougal High School; Patrick McCarthy, Scholarship Recipient; Pamela Tuite, Edward Jones; Marta Halvorsen, Edward Jones; and Shena Frentsos, Edward Jones.
Chris Hodge (right), Vice President of Fidelity Investments' Shrewsbury Investor Center, presents Ana Lanfranchi of Atlantic Highlands with The Financial Services Roundtable Financial Literacy Scholarship.
Crystal Carr (left), Scholarship Recipient with Renato Jamett, complex manager of the Raymond James Dearborn and Birmingham offices, at the Raymond James Southfield Center.
Scholarship Recipient Tyler Redshaw (left) and Gail Letts, President and CEO, SunTrust Central Virginia Region.
Left to Right: TD Bank Galloway Store Manager, Linda Eattock; Scholarship Recipient, Julio Rojas-Aguilar; and TD Bank Retail Market Manager, Jeff Dolan.
Congratulations Financial Literacy Scholarship Recipients!

Left to Right: Maria Young, U.S. Bank Branch Manager; Mike Nickels, U.S. Bank Regional President; Yeng Thao, Scholarship Recipient; Yeng Thao's family; Tom Mangold, U.S. Bank Appleton Market President; and Judy Collins, U.S. Bank District Manager.
TD Bank
August 21, 2011
TD Bank is Leading the Charge to Teach DC Area Kids About Saving Money
ince 2005, children throughout the Washington, DC metro area have been learning about saving and budgeting their money thanks to in-school WOW!Zone lessons and a girl named Penny.
Penny Arcade, that is. Penny Arcade is a fun, interactive, coin-counting machine that is a great tool for savings and teaching children about financial literacy. Designed by TD Bank, Penny Arcade is one of the banks most unique features, delivering the convenience for which TD is so well known, and is free for all TD Bank customers. Kids and their parents can dispense change into the Penny Arcade and guess the dollar value they have saved in loose change. If they guess correctly within $1.99, they win a prize! Using Penny Arcade is not only a convenient way to cash in loose change, it also provides a fun way to learn the value of saving money. TD Bank also brings its financial Penny Arcade counts TD Bank customers change free education lessons of charge. Penny Arcades have been available in TD to DC-area Bank stores throughout metro Washington, DC since 2005. classrooms and clubs though its unique WOW!Zones. The TD Bank WOW!Zone is a free, interactive financial literacy program for grades K12 that features both an inschool and online component. TD Bank works with local schools and youth organizations The Penny Arcade Kids Counter (bottom-right) is low to the to provide valuable ground so children of all ages can count their change and learn the value of saving. information including an introduction to saving, understanding lines of credit and the stock market. So far in 2011, TD Bank employees have taught 70 WOW!Zone courses to more than 4,200 children throughout metropolitan DC and TD recently started offering adult courses, too. Students, parents and educators can access games and learning activities at www.tdbank.com/wowzone. For more information about TD Bank, visit www.tdbank.com.
A TD Bank employee and customers add change to Penny Arcades coin collection bin.
Congratulations TD Bank!
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August 21, 2011
BMO Financial Corporation

BMO Harris Bank Launches New Financial Education Program
MO Harris Bank in partnership with the Tribune Media Group launched a three-year program, Helping Make Money Make Sense to educate and empower people to manage their money.
The recent economic downturn has highlighted the need to better understand money matters, says Judy Rice, Senior Vice-President and Head of Community Affairs and Economic Development, BMO Harris Bank. The programs website, HelpingMakeMoneyMakeSense.com, has tools and resources to help improve the financial knowledge of people and small business owners at every life stage. Each month a BMO Harris Bank employee provides financial advice on the site. Recently Earlline Davis, Financial Advisor with Harris Investor Services in Chicago contributed, Retirement Stages and Strategies. I choose the topic because I think everyone needs to start planning for retirement no matter what stage you are at, said Earline. The article has really resonated with my Senior Financial Advisor, Earlline Davis. clients. The website is being promoted with advertisements in local media and many ads featuring BMO Harris Bank employees. We've also linked to the website from HarrisBank.com and were promoting it through our in-branch plasma screens and statement inserts, said Judy. This program is the perfect complement to our existing financial education efforts and will further establish BMO Harris Bank and as a leader in providing financial education, positioning our employees as trusted experts. We believe it's more important than ever to empower consumers with the knowledge and tools to take control of their money and as a bank, we believe it's part of our civic duty.
Congratulations BMO Financial Corporation!
CRA Manager and Vice President Mortgage Sales, Becky Keeter provides Strategies to Improve Your Credit.
Screen shot of the Helping Make Money Make Sense website.
38
Save the Children

Save the Children Responds to U.S. Need Daily and in Times of Crisis
August 28, 2011
his spring, when entire Southeast towns were leveled by some of the deadliest tornadoes on record, Save the Children was there, working for the unmet needs of children. In Alabama and Mississippi, Save the Children has served more than 6,000 kids by creating child-specific areas in community centers and distributing more than 350,000 diapers and other essentials. And Save the Children will be there with long-term programs, too, that support the emotional recovery for children and their caregivers as they rebuild their lives. Americans count on Save the Children during disasters; since Hurricane Katrina, Save the Children has served more than 200,000 Je'Quan holds a book in his elementary school library in families in crisis. South Carolina. Save the Children organizes afterschool Save the Childrens work is also about being present in the daily lives of children. In the United States, one in five children lives in poverty. Save the Children works to break the cycle of poverty and fights to ensure every child gets a fair chance in life through a quality education.
and summer literacy programs to help JeQuan and thousands of other children in rural America become confident young readers. (Photo: Gary Dowd for Save the Children.)
In 2010 alone, Save the Childrens education programs served more than 80,000 kids in 14 states. They are providing children from birth to age 12 with the stepping stones to a brighter future. Currently serving 128 schools, the kids in our programs achieve an 81-percent increase in reading at or above grade level. Last year, 84 percent of the youngest children scored at or above the normal range on a national vocabulary test. Save the Childrens work in the United States is growing every year, providing more children with possibilities that will last a lifetime. To learn more about their U.S. work visit www.savethechildren.org/usa.
Congratulations Save the Children!
A Save the Children staff member elicits a smile from Allan, 2, outside an emergency shelter in Alexandria, LA. Allen and his family had evacuated before Hurricane Gustav in 2008; Save the Children provided over 300 children at the shelter with evacuation backpacks filled with comforting items such as stuffed animals and flashlights. (Photo: Susan Warner for Save the Children.)
39
August 28, 2011
Fidelity Investments
Fidelity Investments Volunteers: Transform Middle Schools Across America
he advent of the 2011 2012 academic year marks the second year that Fidelity Investments will transform learning environments for less advantaged middle school students in 10 U.S. cities where employees live, work, and conduct business. Since the spring of 2010, Fidelity Investments has partnered with HandsOn Network, the volunteer-focused arm of Points of Light Institute in implementing School Transformation Days. Kicking off in Covington, KY in July and concluding in September in Jersey City, New Jersey and Durham, North Carolina, Fidelity partners with a local HandsOn affiliate to execute projects chosen by each schools teachers, students, administrators, parents and community leaders, as well as the Fidelity volunteers themselves. From college career zones and teacher resource rooms to science labs and outdoor classrooms, each schools projects are as unique as the states themselves. Our goal from the beginning was to bring a renewed energy and enthusiasm to the middle school students and help them make a successful transition to high school and, ultimately, to graduation, said Sheila Cavanaugh, senior vice president of Community Relations.
Fidelity Investments employees construct a bench for an outdoor classroom at Lowes Grove Middle School in Durham, NC.
Employee volunteers at Holmes Middle School in Covington, KY gather around their completed construction project: picnic tables and planter benches.
Employees volunteer with and support proven programs that serve middle school students from less advantaged backgrounds to help them stay on track to successfully transition to and complete high school. In doing so, Fidelity partners with leading national and local nonprofit organizations, including Citizen Schools, Teach for America and the HandsOn Network.
Congratulations Fidelity Investments!
Employees volunteer install inspirational messaging at the Dearborn Middle School in Boston during Fidelity Investments' School Transformation Day on August 11.
Fast Facts: Number of School Transformation Days since inception: 18 Number of Regions: 10 Number of Volunteers: Over 2,000 Number of Volunteer Hours: 15,000+ Number Students Impacted: 10,000 40
Bank of Hawaii Corporation

Bank of Hawaii Volunteers Give Back to Community Nearly 100 Volunteers Pitch in Their Time to Spruce Up Moiliili Community Center and Project Dana
early 100 Bank of Hawaii (BOH) employees volunteered their time on August 27, at the Moiliili Community Center and Project Dana, in celebration of Community Service 2011. BOH volunteers also facilitated the newest BOH Smart Money Seminar at the event, offering tips to the elderly on how to protect themselves from fraud. Bank of Hawaii also made a special presentation to U.S. Senator Daniel Akaka in recognition of his support of financial literacy throughout the years.
September 4, 2011
Standing in front of Bank of Hawaii volunteers are Hawaiis congressional delegates (from left): U.S. Representative Mazie Hirono, U.S. Senator Daniel Akaka, and U.S. Representative Colleen Hanabusa, alongside Bank of Hawaii Chairman, President and CEO Peter Ho.
The morning program kicked off the day with remarks at the community center by U.S. Bank of Hawaii Chairman, President and CEO Representatives Colleen Peter Ho makes a special presentation to U.S. Hanabusa (D-HI) and Mazie Senator Daniel Akaka to thank him for his Hirono (D-HI). Then the support of financial literacy across the country and in Hawaii. The frame holds volunteer group split up to help clean up both facilities. photos of the senator visiting a local Hawaii elementary school to teach the students the While some BOH volunteers importance of saving. facilitated the senior fraud awareness seminar, about 20 volunteers went to the Project Dana facility and the rest headed to the Moiliili Community Centers Thrift Store.
Volunteers at the community centers Thrift Store used $2,500 worth of supplies donated by BOH to transform the second floor into a workshop, where they helped to sort, organize and label thrift shop donations. Meanwhile, volunteers at Project Dana got their hands dirty by cutting down and uprooting two palm trees in the front yard, trimming several trees and vines and power-washing the house. Project Dana and the Moiliili Community Center are longstanding non-profit community service centers within the neighborhood. Project Dana is an interfaith caregivers program based on the Buddhist concept of dana, or selfless giving, which provides support for the elderly and disabled. The Moiliili Community Center traces its roots to the founding of a Japanese language school in the late 1800s; it now provides the surrounding communities with a variety of services and programs to enhance the lives of individuals and families.
Congratulations Bank of Hawaii Corporation!
Bank of Hawaii volunteers finish uprooting a palm tree in the front yard at Project Dana.
41
September 4, 2011
First Commonwealth Financial Corporation

First Commonwealth Bank Holds a Banking 101 Summer School!
irst Commonwealth Bank (FCB) is a community bank dedicated to raising a financially smarter generation, and the banks employees are always looking for fun and creative ways to get the message out especially to its younger clients! That even includes offering lessons during the warm summer months! On August 16, several First Commonwealth employees, led by Anna Frank, Financial Education Program Coordinator, hosted a special visit to one of the banks classic branch offices located in downtown Indiana, PA (hometown of actor Jimmy Stewart!). Approximately 20 excited youngsters made the trip. These young bank visitors, all ranging in age from 6 to 11, were invited to go behind the scenes to learn the ins and outs of how a bank works and experience the thrill of saving in action, all while being treated to an insiders tour of the bank. The class was given coins to use as they tried out the coin counting machine and discovered where Safe Deposit Boxes are kept and how an ATM works. In addition, they enjoyed getting an upclose look at the enormous vault door, and learned that their money is safe in a bank.
Financial Education Coordinator Anna Frank is joined by the summer school visitors!
As they prepared to depart their fun day of banking, the youngsters received coloring and activity sheets, as well as piggy bank key chains to take away as a reminder to keep on saving!
Thanks to its ongoing outreach efforts, First Commonwealth Financial Corporation received the Excellence in Financial Literacy Education (EIFLE) Award as Organization of the Year from the Institute for Financial Literacy in October of 2010.
Congratulations First Commonwealth Financial Corporation!
Taking a closer look at the vault.
Christine Kowaleski, a Teller at FCBs downtown Indiana branch explains how a cash machine works!
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Community Service 2011 National Sponsors

AEGON USA, LLC. Allstate Insurance Company BancWest Corporation Bank of America Corporation Barclays Capital, Inc. BB&T Corporation BBVA Compass BNY Mellon Corporation Capital One Financial Corporation The Charles Schwab Corporation Edward Jones ING KeyCorp MasterCard Worldwide The NASDAQ OMX Group, Inc. Nationwide Northern Trust Corporation The PMI Group, Inc. Principal Financial Group Protective Life Corporation Raymond James Financial, Inc. RBC Bank, USA RBS Americas (Citizens Financial Group, Inc.) Regions Financial Corporation State Farm Insurance Companies SunTrust Banks, Inc. Toyota Financial Services U.S. Bancorp Visa Inc. Wells Fargo & Company
Community Service 2011 Non-Profit Partners

AARP Foundation Boston College Center for Corporate Citizenship Habitat for Humanity Jump$tart Coalition Junior Achievement March of Dimes NeighborWorks America Operation HOPE Rebuilding Together Save the Children SERJobs for Progress National, Inc. Society for Financial Education and Professional Development ThanksUSA Women in Housing and Finance Foundation Womens Institute for a Secure Retirement (WISER) Working in Support of Education (w!se)
43
Community Service 2011 Premium Items

he Roundtable provides premium items to member companies for their community service projects and financial literacy events. These items include calculators, baseball caps, tee-shirts and banners. Speakers and special guests such as members of Congress can be invited by the Roundtable to attend your event.
To request free premium items for your events, email Judy@fsround.org.
Baseball Cap Caps feature the Community Service logo and keep volunteers cool while working outside.
Tee-Shirt Tee-shirts feature Community Service 2011 National Sponsors and non-profit partners.
Calculator Great for financial literacy events or classroom sessions, these calculators are useful for kids and adults.
Speakers & Special Guests Speakers and special guests such as members of Congress can be invited by the Roundtable to attend your event.
Steve Bartlett (center) presents Shawn Gohlar, Vice President, U.S. Government Finance & Policy Group, Barclays Capital, Inc. (right) and Representative Joseph Crowley (D-NY) with Leadership in Community Service awards.
44
1001 Pennsylvania Avenue, NW Suite 500 South Washington, DC 20004 202-289-4322 T 202-628-2507 F e-mail: Judy@fsround.org www.fsround.org Community Service Online: www.FinancialCommunityService.org

2011 Community Service Companies of The Week

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2011 Community Service Companies of The Week

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Outstanding Achievement in Community Service

2010 Community Service Leadership Awards

Companies of the Week

NASDAQ Bell Ringing

Companies of the Week

2011 Year-to-Date Community Service Data

e Financial Services Roundtable Community Service 2011

Companies of the Week

State Farm Insurance Companies

Congratulations State Farm Insurance Companies!

e Financial Services Roundtable Community Service 2011

Congratulations AXA Equitable!

Companies of the Week

January 16, 2011

The Financial Services Roundtable

The Financial Services Roundtable Volunteers at Junior Achievements Finance Park

Capital One is also a long-standing Community Service 2011 National Sponsor.

Congratulations e Financial Services Roundtable!

Roundtable staff members at Junior Achievements Finance Park.

e Financial Services Roundtable Community Service 2011

January 30, 2011

Congratulations UnionBanCal Corporation!

Companies of the Week

Congratulations BBVA Compass!

e Financial Services Roundtable Community Service 2011

February 13, 2011

Monica Renee Ayres

February 20, 2011

e Financial Services Roundtable Community Service 2011

Peoples United Bank

February 27, 2011

Congratulations Peoples United Bank!

Companies of the Week

Allianz Life Insurance Company of North America

Allianz Life and Edison High School eMentors Program

Congratulations Allianz Life Insurance Company of North America!

Huntington Bancshares Incorporated

March 13, 2011

Congratulations Huntington Bancshares Incorporated!

Companies of the Week

March 20, 2011

Womens Institute for a Secure Retirement (WISER)

Congratulations Womens Institute for a Secure Retirement (WISER)!

e Financial Services Roundtable Community Service 2011

The Hartford Financial Services Group, Inc.

March 27, 2011

Congratulations e Hartford Financial Services Group, Inc.!

April 10, 2011

Popular, Inc.s Financial Literacy Initiatives

Congratulations Popular, Inc.!

Fulton Financial Corporation

April 17, 2011

Congratulations Fulton Financial Corporation!

Companies of the Week

e Financial Services Roundtable Community Service 2011

Capital One Financial Corporation

May 15, 2011

Congratulations Capital One Financial Corporation!

Companies of the Week

May 22, 2011

CIT Group, Inc.

CIT Celebrates Six Years of Global Employee Volunteer Month