Caldwell Trust Company celebrates 25th anniversary and continued support of Step Up For Students

By ASHLEY ZARLE

Caldwell Trust Company, an independent trust company with more than 25 years of investment experience and one billion dollars in assets under management recently announced a $30,000 contribution to Step Up For Students Scholarship Program for the 2018-19 school year.

Caldwell Trust has been a partner of Step Up For Students since 2011 and has contributed a total of $220,000 towards the scholarship program. The company’s contribution over the years has funded 40  K-12 scholarships so lower-income children can attend the school that best meets their learning needs.

“At Caldwell Trust, we consider it our civic duty and privilege to contribute to our community both as a company and as individuals,” said R.G. “Kelly” Caldwell, Jr., president and CEO of Caldwell Trust Company.  “We are proud to partner with Step Up For Students and support the unique learning needs of Florida schoolchildren.”

Caldwell Trust is also celebrating its 25th Anniversary this year and Step Up scholars and parents from Epiphany Cathedral School in Venice, which serves more than 250 Step Up students, wanted to thank the company for its support.

On Nov. 29, they visited the company headquarters and presented 25 handwritten thank you cards to Caldwell Trust associates in recognition of the milestone anniversary. Students, parents, and Epiphany Cathedral administrators had the opportunity to share their personal experience about the importance and impact of the Florida Tax Credit Scholarship program.

“Our school wouldn’t be what it is today without Step Up For Students,” said M.C. Heffner, principal of Epiphany Cathedral. “We are so thankful that these deserving students can attend our school, who without the scholarship wouldn’t be able to.”

On Nov. 29 Caldwell Trust Company celebrated its’ cumulative contribution of $220,000 to Step Up For Students. Pictured (adults from left to right) are Epiphany Cathedral School Principal M.C. Heffner, Caldwell Trust’s President and CEO R.G. “Kelly” Caldwell, Jr., and Step Up For Student’s Development Officer Cheryl Audus. They are joined by several students from Epiphany Cathedral who are benefiting from the scholarship.

On Nov. 29 Caldwell Trust Company celebrated its cumulative contribution of $220,000 to Step Up For Students. Pictured (adults from left to right) are Epiphany Cathedral School Principal M.C. Heffner, Caldwell Trust’s President and CEO R.G. “Kelly” Caldwell, Jr., and
Step Up For Student’s Development Officer Cheryl Audus. They are joined by several students from Epiphany Cathedral who are benefiting from the scholarship.

Step Up For Students is a nonprofit organization that helps manage the income-based Florida Tax Credit Scholarship Program. The program is funded by corporations with tax-credited donations and allows parents and students to choose between a K-12 scholarship to support private school tuition and fees, or one that assists with transportation costs to out-of-county public schools.

 “We are thrilled that Caldwell Trust has once again committed to helping us provide educational choices for students who otherwise wouldn’t have the opportunity,” said Doug Tuthill, Step Up For Students president. “We are grateful for our partnership and for all they are doing to give back to their community.”

For the 2018-19 school year, Step Up For Students is serving more than 98,500 students throughout Florida with tuition scholarships valued at up to $6,519 per student for kindergarten through fifth grade, $6,815 for sixth through eighth grade, and $7,111 for ninth through 12th grade. More than 1,800 private schools participate in the scholarship program statewide.

Ashley Zarle can be reached at azarle@sufs.org.

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