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In 1969, the financial institutions in Pinellas County with trust powers shared in the vision of a philanthropic organization that could help meet the needs of the Pinellas community. The organization would be set up to give people of any means the opportunity to accomplish their philanthropy within a flexible framework. The charitable funds they created would be permanently secure. The organization’s governing body, the Board of Governors, would oversee the selection of charitable beneficiaries.
This was the beginning of the Pinellas Community Foundation. In 2010, ten banks and trust companies are signatories to the “Trust Agreement” which created the Foundation. Representatives of these financial institutions constitute the Trustees’ Committee and each institution is authorized to receive funds in trust for the Pinellas Community Foundation. Listed below are financial institutions and their representatives who can assist your clients in designing and implementing charitable giving plans that will benefit the Pinellas County community.
Fifth Third Bank
Terese M. Gaffney, Vice President
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Merrill Lynch Trust Company
Patrick Kenefick, Vice President |
Northern Trust Bank of Florida
David A. Barchel, Vice President
Thomas Wellner, Vice President |
Raymond James Trust Company
Shirley A. Jempson, Vice President |
Regions Bank Morgan Keegan Trust
Colleen Dauterman, Vice President |
Sabal Trust Company
G. Bruce Mullen, Partner
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Sun Trust Bank of Tampa Bay
Scott Callahan, J.D., VP & Regional Trust Officer |
Synovus Trust Company
Jeanne Breland, Vice President |
Wells Fargo
Beth Horner, Vice President |
U.S Trust, Bank of America Private
Wealth Management
Victor G. Santiago, Trust Officer |
For more information regarding Foundation Trustees, please contact the Pinellas Community Foundation and we will be happy to assist you.
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