Generosity in Action – Caldwell Trust Company Trustees Select Tidewell Foundation as Recipient of an Annual $5,000 Donation

In its 30th year, Caldwell Trust Company, a leading financial institution dedicated to community involvement and philanthropy, is proud to announce the selection of the Tidewell Foundation as the recipient of the Trustee’s annual $5,000 donation. The decision was made by the esteemed board members of Caldwell Trust Company, who recognized the invaluable impact of Tidewell Hospice in providing comprehensive care and support to individuals and families facing advanced illnesses, grief, and loss.

To date, Caldwell trustees have donated a total of $43,000 and have supported these local organizations:

• Sarasota Military Academy, Cadet to Cadet Training, $3,000 (2015)
• State College of Florida, BSN Nursing Scholarship, $5,000 (2016)
• Take Stock in Children, Two-Year Florida Prepaid Scholarships, $5,000 (2017)
• Children First, Inc., Families First Institute Grant, $5,000 (2018)
• Take Stock in Children, Scholarships, $5,000 (2019)
• All Faith’s Food Bank, Covid-19 Response Feeding Program (Boys & Girls Clubs, Girls Inc., and Children First), $5,000 (2020)
• Easter Seals SW Florida, Inc., $5,000 (75th Anniversary Gala, 2021)
• Church of the Redeemer, Barnabas Aid, $5,000 (2022)
• Tidewell Foundation, Children’s Grief Blue Butterfly Program, $5,000 (2023)

The board members of Caldwell Trust Company, renowned for their commitment to making a positive difference in the lives of the community, gathered to deliberate on the selection of this year’s donation recipient. After thoughtful consideration, the board unanimously agreed that the Tidewell Foundation stood out as an organization that aligns with Caldwell Trust Company’s values and mission.

Tidewell Hospice has a long-standing history of offering solace, comfort, and assistance to individuals and families during life’s most challenging moments. Through their holistic approach to care, they provide medical services, emotional support, and bereavement counseling, ensuring that patients and their loved ones receive the comprehensive support they need.

The $5,000 donation from Caldwell Trust Company will be utilized by the Tidewell Foundation to expand the bereavement support programs, enabling them to reach more individuals and provide vital assistance during their most vulnerable moments. This contribution will further empower the foundation to continue making a meaningful difference in the lives of those they serve.

“We are honored to support the Tidewell Foundation and their exceptional efforts in providing care and comfort to individuals and families during challenging times,” stated R.G. “Kelly” Caldwell, Jr, President and CEO at Caldwell Trust Company. “Their commitment to compassion and support aligns perfectly with our values as a company. We are confident that our contribution will enhance the foundation’s impact and bring solace to those in need.”

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Caldwell Trust Company is an independent trust company chartered in Florida, with offices in Venice and Sarasota. Established in 1993, the firm manages over 1.5 billion dollars in assets for clients throughout the United States. The company offers a full range of fiduciary services to individuals, including services as Trustee, custodian, investment adviser, financial manager, and personal representative. Additionally, Caldwell manages 401(k) and 403(b) qualified employer retirement plans. The company, known for its family-oriented culture and strong ethical corporate citizenship, has donated over $1 million to local nonprofit organizations focusing primarily on youth and social causes.