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2024 year in review

Making good happen

We aim to make a difference every day, empowering one another to achieve remarkable things together and positively impact society.

Community members exchange fresh produce while volunteering for a nonprofit organization, helping local food distribution.

Advancing financial protection on a global scale

At TruStage™, we believe all people should have access to financial protection.

Through efforts like the 2024 African Confederation of Co-operative Savings and Credit Associations conference in Kenya, which brought together financial professionals from around the world; to investing millions in communities, helping empower local businesses to grow; to cultivating a workforce that represents all of the customers we serve — we are working to create a financial services system that allows all people to build a brighter financial future.

Tammy Schultz, TruStage EVP, Chief Sales and Marketing Officer, addressed delegates at the 2024 ACCOSCA conference.

Tammy Schultz, TruStage EVP, Sales & Marketing, addressed delegates at the 2024 African Confederation of Co-operative Savings and Credit Associations (ACCOSCA) conference.

Making an impact in the communities we serve

Whether through our time, talent or treasure, we believe in finding ways to help strengthen and build our communities.

We continued our efforts to make an impact:

  • $59.9M contributed to our communities over the last 57 years
  • $3.5M donated to support the communities we serve     
  • $539,000 raised by employees for nonprofits
  • 8,300 hours volunteered by employees

Supporting our communities: A commitment to helping families thrive

We are deeply committed to helping the communities in which we live and work.

For many of us, getting up, having breakfast and sending kids off to school is routine. However, for many low-income families, especially those headed by a single parent, these tasks can be significant challenges. Maintaining a stable routine for children can be even tougher when families must move frequently to find affordable housing. We understand that. That’s why TruStage supports local initiatives that help families build economic mobility. We recently provided a $150K grant to Bayview, an affordable housing neighborhood in Madison, Wisconsin, to expand their social work program to help families adjust to living in a community.

The social work programs aim to help families navigate often complex county services. These services include helping families register their children in a new school district and finding a doctor. By providing this support, we hope to make the transition smoother for families and help them build a stable and thriving community.

It takes a village ...

No matter where we are, we believe in working together for the greater good, strengthening the ties that bind us as a community.
Employees gather by supplies collected to help Friend of the Family in Waverly, Iowa as part of the United Way Day of Caring.
TruStage™ Wealth Management Solutions Sales Support and Remote Coordinators gathered supplies to help Friends of the Family in Waverly, Iowa, as part of the United Way Day of Caring.
TruStage team members stand together holding hammers as they roll up their sleeves to help Habitat for Humanity.
Teammates from Experience Operations, Human Resources and Information Technology roll up their sleeves to help Habitat for Humanity in Waverly, Iowa.

Community impact contributions

We’re proud to work alongside more than 65 nonprofits that received funding from the TruStage Foundation — including 31 new organizations.

  • Americans for Independent Living
  • 24/7 BLAC
  • All In Mentoring
  • American Red Cross
  • Asset Builders
  • Bayview Foundation, Inc.
  • Big Brothers Big Sisters Dane County
  • Boys & Girls Clubs Cedar Valley
  • Boys & Girls Clubs Dane County
  • Briarpatch Youth Services, Inc.
  • Catholic Charities — The Beacon
  • Cedar Valley Friends of the Family
  • Centro Hispano, Inc.
  • CEOs of Tomorrow
  • Clean Lakes Alliance
  • Community Lutheran School
  • Cross Plains Lions Club Foundation
  • Dress for Success Dallas
  • East Madison Community Center
  • Embracing Explorations
  • Fond du Lac Soccer Association
  • Foundation for Dane County Parks
  • Gay-Straight Alliance for Safe Schools
  • Gigi’s Playhouse
  • Goodman Community Center
  • Grace Church
  • Horizon High School
  • Hospitality House of the Cedar Valley
  • Iowa Heartland Habitat for Humanity
  • Literacy Network
  • Madison Area Community Land Trust
  • Marching Against the Darkness
  • MTZ Charitable Organization, Inc.
  • National Credit Union Foundation
  • Nationwide Children’s Hospital Foundation
  • North Star Community Services
  • One City United
  • Operation Fresh Start
  • Outreach Community Center
  • Porchlight, Inc.
  • Project Flo Association
  • Project Home, Inc.
  • Rapid City Club for Boys
  • Root to Rise, Inc.
  • Sigmas of Charlotte Foundation, Inc.
  • Simpson Street Free Press
  • Social Action, Inc.
  • St. Christopher Parish
  • Sugar River Senior Center
  • The 1619 Freedom School
  • The Foundation for Black Women’s Wellness
  • The Jesse Cosby Center
  • The Job Foundation
  • The Second Chance Fund
  • The Uplift Foundation
  • Transformations by Austin Angels
  • United Way Dane County
  • United Way Waverly-Shell Rock
  • Waverly-Shell Rock Middle School
  • WayForward Resources
  • Wisconsin Heights Education Foundation, Inc.
  • Wisconsin Institute for Learning Disabilities/Dyslexia
  • Women’s Institute for a Secure Retirement
  • Working Against Violence, Inc.
  • YMCA Dane County
  • YourCause, Inc.
  • YWCA

 

Next: Financial strength