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X-WR-CALNAME:The Trust Company of Tennessee
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X-WR-CALDESC:Events for The Trust Company of Tennessee
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250508T090000
DTEND;TZID=America/New_York:20250508T103000
DTSTAMP:20260525T120613
CREATED:20250119T211437Z
LAST-MODIFIED:20250119T211437Z
UID:10000120-1746694800-1746700200@thetrust.com
SUMMARY:United Way of Greater Chattanooga: Mission-aligned Investing
DESCRIPTION:Wewill share some ways nonprofit investment committees can approach aligning their investment portfolios with their mission. \nFeatured Speakers\nMiranda Carr serves as the chief investment officer at The Trust Company of Tennessee. She leads the firm’s investment committee and provides investment support for its relationship managers. Miranda earned a bachelor’s degree in business administration with a major in finance from the University of Tennessee and an MBA from Columbia Business School with a focus on finance and economics. She is a CFA® charterholder. \nTracey Smith oversees retirement plan and endowment services in the Chattanooga area and surrounding markets. She serves as an expert advisor to our clients and leads growth efforts for The Trust Company of Tennessee. In addition\, Tracey has experience working with nonprofit and foundation boards to develop investment approaches and strategies for endowments and other organizational funds. Tracey has worked in the industry for 16 years and holds a B.S. degree in Economics from Texas A&M University. She currently serves on the Big Brothers Big Sisters Board and the Food Bank Board.
URL:https://thetrust.com/event/united-way-of-greater-chattanooga-mission-aligned-investing/
LOCATION:United Way of Greater Chattanooga\, 630 Market St.\, Chattanooga\, 37402\, United States
CATEGORIES:Nonprofit Investing
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2024/12/Trust-Company-Events-Calendar-Graphics-United-Way-of-Greater-Chattanooga-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250508T090000
DTEND;TZID=America/New_York:20250508T103000
DTSTAMP:20260525T120613
CREATED:20250119T211437Z
LAST-MODIFIED:20250119T211437Z
UID:10000190-1746694800-1746700200@thetrust.com
SUMMARY:United Way of Greater Chattanooga: Mission-aligned Investing
DESCRIPTION:Wewill share some ways nonprofit investment committees can approach aligning their investment portfolios with their mission. \nFeatured Speakers\nMiranda Carr serves as the chief investment officer at The Trust Company of Tennessee. She leads the firm’s investment committee and provides investment support for its relationship managers. Miranda earned a bachelor’s degree in business administration with a major in finance from the University of Tennessee and an MBA from Columbia Business School with a focus on finance and economics. She is a CFA® charterholder. \nTracey Smith oversees retirement plan and endowment services in the Chattanooga area and surrounding markets. She serves as an expert advisor to our clients and leads growth efforts for The Trust Company of Tennessee. In addition\, Tracey has experience working with nonprofit and foundation boards to develop investment approaches and strategies for endowments and other organizational funds. Tracey has worked in the industry for 16 years and holds a B.S. degree in Economics from Texas A&M University. She currently serves on the Big Brothers Big Sisters Board and the Food Bank Board.
URL:https://thetrust.com/event/united-way-of-greater-chattanooga-mission-aligned-investing-2/
LOCATION:United Way of Greater Chattanooga\, 630 Market St.\, Chattanooga\, 37402\, United States
CATEGORIES:Nonprofit Investing
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2024/12/Trust-Company-Events-Calendar-Graphics-United-Way-of-Greater-Chattanooga-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250327T090000
DTEND;TZID=America/New_York:20250327T103000
DTSTAMP:20260525T120613
CREATED:20250119T211359Z
LAST-MODIFIED:20250119T211359Z
UID:10000119-1743066000-1743071400@thetrust.com
SUMMARY:United Way of Greater Chattanooga: Planned Giving for Endowments
DESCRIPTION:We will cover planned giving and IRA areas of opportunity for nonprofits\, both with current supporters and opportunities to uncover new prospective donors. \nFeatured Speakers\nAs Vice President and Managing Director of The Trust Company’s Chattanooga office\, Zach Hurst provides holistic services to his clients\, including budgeting and financial planning\, portfolio management\, retirement planning\, tax strategies and estate planning. Zach earned a Bachelor of Science from Western Carolina University and a Masters of Education from the University of Georgia. He holds the Accredited Investment Fiduciary (AIF®) designation and is a CERTIFIED FINANCIAL PLANNER™. His volunteer activities and board memberships include the Chattanooga Regional Homeless Coalition board of directors\, The University of Tennessee at Chattanooga Planned Giving Advisory Council\, Mountain City Club board of governors and Forest Hills Cemetery board of directors. \nTracey Smith oversees retirement plan and endowment services in the Chattanooga area and surrounding markets. She serves as an expert advisor to our clients and leads growth efforts for The Trust Company of Tennessee. In addition\, Tracey has experience working with nonprofit and foundation boards to develop investment approaches and strategies for endowments and other organizational funds. Tracey has worked in the industry for 16 years and holds a B.S. degree in Economics from Texas A&M University. She currently serves on the Big Brothers Big Sisters Board and the Food Bank Board.
URL:https://thetrust.com/event/united-way-of-greater-chattanooga-planned-giving-for-endowments/
LOCATION:United Way of Greater Chattanooga\, 630 Market St.\, Chattanooga\, 37402\, United States
CATEGORIES:Nonprofit Investing
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2024/12/Trust-Company-Events-Calendar-Graphics-United-Way-of-Greater-Chattanooga-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250327T090000
DTEND;TZID=America/New_York:20250327T103000
DTSTAMP:20260525T120613
CREATED:20250119T211359Z
LAST-MODIFIED:20250119T211359Z
UID:10000189-1743066000-1743071400@thetrust.com
SUMMARY:United Way of Greater Chattanooga: Planned Giving for Endowments
DESCRIPTION:We will cover planned giving and IRA areas of opportunity for nonprofits\, both with current supporters and opportunities to uncover new prospective donors. \nFeatured Speakers\nAs Vice President and Managing Director of The Trust Company’s Chattanooga office\, Zach Hurst provides holistic services to his clients\, including budgeting and financial planning\, portfolio management\, retirement planning\, tax strategies and estate planning. Zach earned a Bachelor of Science from Western Carolina University and a Masters of Education from the University of Georgia. He holds the Accredited Investment Fiduciary (AIF®) designation and is a CERTIFIED FINANCIAL PLANNER™. His volunteer activities and board memberships include the Chattanooga Regional Homeless Coalition board of directors\, The University of Tennessee at Chattanooga Planned Giving Advisory Council\, Mountain City Club board of governors and Forest Hills Cemetery board of directors. \nTracey Smith oversees retirement plan and endowment services in the Chattanooga area and surrounding markets. She serves as an expert advisor to our clients and leads growth efforts for The Trust Company of Tennessee. In addition\, Tracey has experience working with nonprofit and foundation boards to develop investment approaches and strategies for endowments and other organizational funds. Tracey has worked in the industry for 16 years and holds a B.S. degree in Economics from Texas A&M University. She currently serves on the Big Brothers Big Sisters Board and the Food Bank Board.
URL:https://thetrust.com/event/united-way-of-greater-chattanooga-planned-giving-for-endowments-2/
LOCATION:United Way of Greater Chattanooga\, 630 Market St.\, Chattanooga\, 37402\, United States
CATEGORIES:Nonprofit Investing
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2024/12/Trust-Company-Events-Calendar-Graphics-United-Way-of-Greater-Chattanooga-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250227T090000
DTEND;TZID=America/New_York:20250227T103000
DTSTAMP:20260525T120613
CREATED:20250119T211320Z
LAST-MODIFIED:20250119T211320Z
UID:10000118-1740646800-1740652200@thetrust.com
SUMMARY:United Way of Greater Chattanooga: Nonprofit Investing Best Practices and Trends
DESCRIPTION:Managing and investing nonprofit accounts comes with distinct responsibilities. Join us for a discussion about best practices and trends for nonprofit investing accounts including foundations\, endowments\, and quasi-endowments. \nFeatured Speakers\nMiranda Carr serves as the chief investment officer at The Trust Company of Tennessee. She leads the firm’s investment committee and provides investment support for its relationship managers. Miranda earned a bachelor’s degree in business administration with a major in finance from the University of Tennessee and an MBA from Columbia Business School with a focus on finance and economics. She is a CFA® charterholder. \nTracey Smith oversees retirement plan and endowment services in the Chattanooga area and surrounding markets. She serves as an expert advisor to our clients and leads growth efforts for The Trust Company of Tennessee. In addition\, Tracey has experience working with nonprofit and foundation boards to develop investment approaches and strategies for endowments and other organizational funds. Tracey has worked in the industry for 16 years and holds a B.S. degree in Economics from Texas A&M University. She currently serves on the Big Brothers Big Sisters Board and the Food Bank Board.
URL:https://thetrust.com/event/united-way-of-greater-chattanooga-nonprofit-investing-best-practices-and-trends/
LOCATION:United Way of Greater Chattanooga\, 630 Market St.\, Chattanooga\, 37402\, United States
CATEGORIES:Nonprofit Investing
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2024/12/Trust-Company-Events-Calendar-Graphics-United-Way-of-Greater-Chattanooga-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250227T090000
DTEND;TZID=America/New_York:20250227T103000
DTSTAMP:20260525T120613
CREATED:20250119T211320Z
LAST-MODIFIED:20250119T211320Z
UID:10000188-1740646800-1740652200@thetrust.com
SUMMARY:United Way of Greater Chattanooga: Nonprofit Investing Best Practices and Trends
DESCRIPTION:Managing and investing nonprofit accounts comes with distinct responsibilities. Join us for a discussion about best practices and trends for nonprofit investing accounts including foundations\, endowments\, and quasi-endowments. \nFeatured Speakers\nMiranda Carr serves as the chief investment officer at The Trust Company of Tennessee. She leads the firm’s investment committee and provides investment support for its relationship managers. Miranda earned a bachelor’s degree in business administration with a major in finance from the University of Tennessee and an MBA from Columbia Business School with a focus on finance and economics. She is a CFA® charterholder. \nTracey Smith oversees retirement plan and endowment services in the Chattanooga area and surrounding markets. She serves as an expert advisor to our clients and leads growth efforts for The Trust Company of Tennessee. In addition\, Tracey has experience working with nonprofit and foundation boards to develop investment approaches and strategies for endowments and other organizational funds. Tracey has worked in the industry for 16 years and holds a B.S. degree in Economics from Texas A&M University. She currently serves on the Big Brothers Big Sisters Board and the Food Bank Board.
URL:https://thetrust.com/event/united-way-of-greater-chattanooga-nonprofit-investing-best-practices-and-trends-2/
LOCATION:United Way of Greater Chattanooga\, 630 Market St.\, Chattanooga\, 37402\, United States
CATEGORIES:Nonprofit Investing
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2024/12/Trust-Company-Events-Calendar-Graphics-United-Way-of-Greater-Chattanooga-1.png
END:VEVENT
END:VCALENDAR