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10-year partnership leads to $225,000 donated to hospitals

Ivy, Raymond James collaborate on relationship that goes beyond
business

OVERLAND PARK, Kan.–(BUSINESS WIRE)–When executives from Ivy Investments and Raymond James Financial
Services launched a charity golf tournament 10 years ago, they knew it
had a great potential. But they could not foresee the financial impact
it would have on children’s hospitals in cities around the country.

A decade later, $225,000 has been raised for children’s hospitals or
medical facilities across all host cities.

That total was reached at the 10th annual Raymond James
Charity Golf Classic on April 28, when $20,000 was donated to UMC
Children’s Hospital in Las Vegas, the third time that city has hosted.
The golf classic tees off in a different city each year and this year
included 200 golfers gathered from Raymond James, Ivy Investments and
their guests.

“Our work overall with Raymond James is about targeting investment
solutions for a range of investors, but we realize our partnership can
bring an even broader impact, one that benefits children and provides
resources for hospitals providing their own solutions: fighting disease,
treating illness or injury,” said Joe Moran, Senior Vice President, Head
of Intermediary Distribution for Ivy Distributors, Inc. “It is important
to us to give back to the communities where we and our clients work and
live.”

The charity golf classic began in Nashville in 2010 (and returned there
in 2016), and has stopped in Orlando (twice); Dallas; Washington, D.C.
(twice) and Las Vegas (three times). Raymond James organizers review
different opportunities for locations each year, with the event
typically preceding the firm’s annual Elevate national adviser
conference.

“Raymond James financial advisors focus on helping clients with
achieving their financial objectives and are typically involved in their
local communities. The impact created by the charity golf classic
reflects our firm values and resonates with many of our financial
advisors,” said Scott Curtis, President of Raymond James Private Client
Group. “It’s been a rewarding partnership with Ivy Investments that we
understand has made a difference for some of the patients and their
families receiving care at the children’s hospitals. We’re proud to host
and support this event each year and are grateful for our now 10-year
partnership with Ivy.”

What inspired the charitable focus of the annual tournament? Both Moran
and Curtis say that, while the golf classic is about camaraderie between
the firms, it was a mutual decision, and an easy choice to tie the event
to a meaningful cause: helping kids and their families during
challenging times.

“It’s a way for us to pause and understand that there are a number of
unmet health care needs around the country,” said Curtis. “Together with
Ivy, doing a small part to help provide support and resources, we’ll
continue helping to make a difference for kids and their families.”

Following is a breakout of annual donations from the Raymond James
Charity Golf Classic:

2010– Monroe Carell Jr. Children’s Hospital, Nashville; $30,000
2011
Children’s Hospital of Nevada, Las Vegas; $25,000
2012
Children’s Hospital Foundation, Orlando; $25,000
2013– Texas
Scottish Rite Hospital, Dallas; $25,000
2014– Children’s
Hospital Foundation, Washington DC; $20,000
2015– Sunrise
Children’s Hospital, Las Vegas; $20,000
2016– Children’s
Hospital Vanderbilt, Nashville; $20,000
2017– Arnold Palmer
Medical Center Foundation, Orlando; $20,000
2018– Children’s
Hospital National Health System, Washington DC; $20,000
2019
UMC Children’s Hospital, Las Vegas; $20,000

Total over
10 years: $225,000

About Ivy Investments

Ivy Investments is recognized for inventive, actively-managed, global
investing strategies that help investors best meet their long-term
goals. Our roots date to 1937 and, over the years, we’ve built our
time-tested investment process within an authentic and demanding culture
— one that values preparedness, collaboration and accountability. For
more information, visit www.ivyinvestments.com.

IVY INVESTMENTS® refers to the investment management and investment
advisory services offered by Ivy Investment Management Company, the
financial services offered by Ivy Distributors, Inc., a FINRA member
broker dealer and the distributor of IVY FUNDS® mutual funds and IVY
VARIABLE INSURANCE PORTFOLIOS℠, and the financial services offered by
their affiliates.

Contacts

Roger Hoadley
VP, Communications
[email protected]

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