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Truist Community Impact Report Truist community impact report Atlanta 2020 Impact Report 2020 Atlanta | 2 Purpose To inspire and build better lives and communities Mission For clients For teammates For stakeholders Provide distinctive, Create an inclusive Optimize long-term secure and successful and energizing value for stakeholders client experiences environment that through safe, sound through touch and empowers teammates and ethical practices. technology. to learn, grow and have meaningful careers. Values Caring One Team Trustworthy Everyone and Together, we We serve every moment can accomplish with integrity. matters. anything. Community is far more than your neighborhood, town, city, or state. And it’s bigger than the Southeast region of the United States where Truist is headquartered. Community means fellowship, common culture, and shared goals. Community is home. Success Happiness While community encompasses many things, for the purposes of this report and When our the geographies we are referencing, our support includes the city of Atlanta, the Positive energy clients win, Atlanta metropolitan statistical area (MSA), and the entire Northern Georgia region, changes lives. which includes Barrow, Bartow, Carroll, Catoosa, Chattooga, Cherokee, Clarke, we all win. Clayton, Cobb, Coweta, Dawson, Dekalb, Douglas, Fayette, Floyd, Forsyth, Franklin, Fulton, Gilmer, Gordon, Gwinnett, Hall, Haralson, Henry, Lumpkin, Madison, Newton, Oconee, Paulding, Polk, Rockdale, Spalding, Troup, Walton, and Whitfield counties. Throughout this report, all numbers reflect the Atlanta MSA and are from January 1 through September 30, 2020, unless otherwise indicated. Impact Report 2020 Atlanta | 3 Our Atlanta presence 720,819 103,841 7,729 Retail clients Small business Commercial clients clients 34,428 24,569 1,690,831 Premier Banking Wealth Total accounts clients management (savings and checking) clients From Regional President Jenna Kelly Across our footprint As our communities have faced the on their boards, and our teammates have Truist Signature Programs COVID-19 pandemic, our teammates logged thousands of volunteer hours. and leaders have brought the Truist Community Benefits Plan: Our landmark Leadership Institute: This one-of-a- Importantly, we stand for better at Truist, purpose—to inspire and build better plan is a three-year, $60 billion commitment kind learning experience empowers so we won’t stand on the sidelines when lives and communities—to life. to increase financial resources for low- and executives, educators, and students to it comes to racial and social inequality. moderate-income (LMI) communities across become better leaders and individuals We’ve been part of Atlanta for over We’ve committed to increasing our senior the regions Truist serves. through unique programs and workshops. 125 years and are the city’s largest leadership’s diversity from 12% to 15% in employer in financial services. As three years and are conducting pay Truist Cares: Launched to support the needs CornerSquare Community Capital: A Truist, we have doubled our investment equity reviews. of our communities, clients, and teammates $40 million donation from the Truist in this community and are fulfilling during the COVID-19 pandemic, we committed Charitable Fund and the Truist Foundation We’re implementing a three-year strategy our commitment to invest $300 $50 million to nonprofit organizations, helped establish CornerSquare, a new to embed diversity, equity, and inclusion million over three years through including more than $7 million in grant national nonprofit supporting ethnically in all we do. We’re increasing philanthropy community development and tax credit funding to local United Way organizations. and racially diverse and women-owned and recruiting at historically Black colleges investments along with philanthropy small businesses. tailored to Atlanta’s diverse needs. and universities here and across Truist Lighthouse Project: This annual, enterprise- markets. We’re supporting social justice wide program integrates the talent and energy Truist Momentum: An industry-leading In 2020, we financed 906 units of organizations financially, holding forums of teammates undertaking more than 1,000 workplace financial wellness program affordable housing. We continue to to encourage courageous conversations initiatives to support their communities. with proven results benefiting both invest in the historic neighborhoods of among teammates, and providing employees and employers, this program the Westside with grants, investments, unconscious bias training to our leaders. Charity Miles: As part of our Truist Cares inspires, educates, and equips employees and New Markets Tax Credit projects in initiative, the Truist Charitable Fund is to manage their money based on what’s Atlanta is a diverse, growing metropolitan collaboration with the Westside Future donating $1 to both the NAACP Legal Defense most important to them. Fund and the Grove Park Foundation. hub, yet it ranks lowest in economic and Educational Fund and Feeding America mobility. We’ll continue to partner with for every mile teammates bike, walk, or run, WORD Force: An early childhood game- Our teammates are deeply engaged civic, philanthropic, and business leaders up to $1 million. based literacy initiative sponsored by across Northern Georgia. More than 160 to ensure all our neighbors have equal Truist for children in kindergarten through nonprofits have Truist representatives opportunities to thrive. second grade. Impact Report 2020 Atlanta | 4 2020 Atlanta area impact highlights Financial literacy Inspiring and building better lives and communities We’ve been part of Atlanta for over 125 years, and we are proud to be the city’s largest employer in financial services. We are committed to contributing to Atlanta, its organizations, and its residents as much as we can. Together, we know we can make an even greater impact. 293 33,832 High schools High school students participating in Financial participating in Foundations program Financial Foundations Community giving and impact within Atlanta MSA program Select Georgia-based $10M $389.6M 906 4,524 organizations that participated Volunteerism hours 1,858 in Truist Momentum Total giving in Community Affordable housing logged by Atlanta Client employees Metro Atlanta development units created, retained, 1 3 teammates participating in area loans or improved through Truist Momentum Truist support5 in Atlanta $3.7M 140 $100,000 Grant to From 2020 Alexis de Operation HOPE 18 32 United Way Tocqueville givers $308,533 2 campaign to United Way4 Local Georgia Number of Atlanta community companies companies that $59.7M and sports 543 trained in Truist attended Leadership In support of the Westside Community sponsorships Teammates Momentum Institute Symposium Future Fund to date through development in Northern supported 25+ $15M both community development investments6 Georgia7 Lighthouse Projects investments and philanthropy in the Atlanta area Childhood literacy and education COVID-19 response Diversity, equity, and inclusion 775 7,238 2,912 Number of our top 10 diverse Total K-2 students reached 2 vendors located in Atlanta by WORD Force in Georgia Paycheck Protection Number of participants $5.9M Program (PPP) loans at Business Resource to small businesses Group (BRG) events 94 Truist Cares8 13 in Atlanta MSA Number of Bank on Your Success Georgia elementary schools $3.8M sessions in Atlanta participating in WORD Force Donated as part of our $1.36B 678K enterprise-wide effort to PPP dollars to Atlanta jobs support historically Black Diverse spend in Georgia 10 % small businesses saved by Truist colleges and universities 29 as a proportion of the total Elementary schools within MSA in Atlanta MSA PPP efforts (HBCUs) vendor spend in Georgia participating in WORD Force Impact Report 2020 Atlanta | 5 We have multiple signature programs to Funding financial support the needs of communities, clients, coaching teammates, neighbors, those in need, and Caring our many stakeholders across the regions we serve. $100,000 Grant to Operation HOPE This spring, Truist donated $100,000 to Operation HOPE, a nonprofit in Atlanta that works to disrupt poverty and empower inclusion for low- and Supporting those in need moderate-income youth and adults. With our financial support, Operation HOPE has delivered 2,000 financial health coaching sessions Truist Cares Small business support every across the Truist footprint to struggling small day and during COVID-19 businesses, low-income individuals who have lost Total 2020 Truist Cares 8 their jobs or had their hours reduced, and gig $5.9M initiatives in Atlanta MSA Truist is committed to supporting small economy workers facing economic hardship. In March 2020, we gave the National businesses. For example, we gave Foundation for the Centers for Disease $250,000 to the Russell Center for Control & Prevention a $1 million grant Innovation and Entrepreneurship. Helping our from the Truist Charitable Fund for its When the outbreak began, Truist enacted neighbors Emergency Response Fund to support a three-pronged approach to support COVID-19 response efforts. small businesses: Lighthouse Project Below are a few other Truist Cares Outreach: Made thousands of calls to Select 2020 projects that Truist teammates initiatives in Atlanta: small businesses to see how we could help. organized with local organizations in the Atlanta Advice: Gave guidance on technology, for Boys & Girls Clubs of area include: $2M America including cybersecurity and strategic planning. Frazer
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