The document is a summary of a panel discussion at the 2010 Financial Services Roundtable Nonprofit Conference. The panel discussed the current state of the banking industry and economy and their effects on nonprofit organizations. Panelists from major banks addressed issues nonprofits face such as fundraising, consolidation, expenses, and lending in the current economic environment. The panel took questions from the audience on topics such as FDIC deposit limits and how market conditions have impacted nonprofits.

1. Financial Services Roundtable 2010 Nonprofit Conference Cobb Galleria Centre May 27, 2010

2. Our Panelists and Moderator… Ron Alston, First Vice President, Not-for-Profit and Government Banking, SunTrust Bank Carlester Crumpler, Vice President, Healthcare & Not-for-Profit Institutions, Bank of America Merrill Lynch Avery Tucker, Senior Vice President, Nonprofit & Philanthropic Services Group, Wachovia Trust/Wells Fargo Bank Bill McDermott, Moderator, Pragminis LLC

4. What is the overall financial health of banks in general?

7. Consolidation and collaboration among Nonprofits?

9. What are some of the strengths and weaknesses you’re seeing in your Nonprofit clients?

13. Questions from the audience??

14. Thank you to our audience and panelists! We hope the discussion was beneficial to all