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Community and Contributions

Evidence of Mission’s commitment to social responsibility starts with our primary objectives. Consistent with two of Mission’s three primary objectives, Mission intends to be a role model and leader in corporate responsibility through investment in community needs and through employment practices that go beyond non-discrimination.

Mission’s name was selected to support our core objectives. The name “Mission” can certainly connote different things to different constituencies. Mission’s founders wanted to blend something local with something universal. Mission San Xavier is one of Tucson’s most noteworthy landmarks, and it is inextricably identified with the local Native American population. To its own personnel, the company wants the name to serve as a reminder that their roles are not ends in themselves but part of an outreach to accomplish the objectives of the clients and the objectives of the company, which extend far beyond profitability. To clients, staff and the public at large the company wants “Mission” to be identified with the quest to accomplish simultaneously: financial and social objectives, and an internal exercise of social responsibility.

Perhaps the most meaningful contribution in this arena was Mission’s establishment of the Dr. Martha R. Seger Work/Study Scholarship to support the education and professional development of women and minorities. This internally funded and administered program has helped four minority women students further their education and has provided on-the-job training for three of the four. Rather than having a small impact on many people through a contribution to a community charity, Mission’s commitment to fund this scholarship has helped completely change four students’ lives, enabling them for success after college.

Contributing a portion of all revenues to charitable projects supported by clients, directors, and staff is an important objective for Mission. More than just meeting this objective, Mission and its staff have been recognized for leadership in support of the community by the YWCA Corporate Award, received in 1996, and the inaugural Athena Award given by the Arizona State Chamber of Commerce. Working Woman magazine selected Mission as a regional finalist for the Entrepreneurial Excellence award in the category of social responsibility.

Since inception, Mission has made substantial financial contributions to a wide range of community organizations. The more successful we are as an organization, the greater the return to these and other charitable organizations. In addition to monetary contributions from Mission, the company encourages and supports active community involvement on the part of the staff.


When it comes to exceeding clients’ expectations, Mission Management & Trust Co. has found it is not alone.

Interns from the University of Arizona’s Eller College of Management are successfully engaged in special projects at Mission, and are delighting everyone with their acumen, ability and attitude.

Initially, Mission viewed the partnership warily, according to Carmen Bermúdez, Mission’s Chairman and CEO.

“I didn’t have a very good impression of some MBA students we interviewed from the University of Arizona. They seemed to feel that they should be making six-figure salaries immediately. I thought they should be more realistic.”

That’s when Faculty Fellow Suzanne Cummins stepped in. Cummins, who oversees Eller College’s internship program, asked Mission to give the students another chance.

“Great magic happens when we bring our product—students—to show what they can do,” said Cummins.

“My experience with Mission was amazing. Not only did I gain valuable knowledge in Finance but I also learned the importance of the mentor-protege relationship. I had an internship before Mission where my boss was more interested in the day-to-day tasks that I was assigned rather than focusing on the knowledge that I could take away from the internship for future purposes. With Mission I learned that you have to “send the elevator back to the first floor” (as Carmen Bermudez always says) for other people behind you to get where they want to be. That is what Mission did with me. They sent the elevator to the first floor and encouraged me to think that it is up to me which button to press inside that elevator. I know that I want to get to the last floor and that it will be a long and challenging trip, but I also know that when I get there I will send the elevator to the first floor to help those behind me just like Mission did.”  – Juan Peraza, Student, Eller College, Finance and Economics

The interns’ workload is far from light. For example, Karen McCutchin (along with several other students) spent two months poring over 10 years of securities transactions to prepare Mission for new global investment performance standards.

“I love puzzles, and I saw this as an opportunity to make all the pieces fit—particularly when you didn’t have the box with the (completed puzzle) picture to go by,” said McCutchin, a junior Accounting major.

Intern Steve Pentland sees the benefits for both student and employer.

“From my experience, internships are truly symbiotic relationships between employer and intern. The organization gains an effective, enthusiastic team member, and the student acquires an early understanding of the business world.”

“In an innovative and challenging environment, Mission has provided me with the opportunity to expand my career goals and develop as a young professional”, says Marie McGee, a junior Finance major.

By all accounts, the partnership is working exceedingly well.  Chairman Bermúdez explained: “We are being introduced to some extremely bright and ambitious young men and women. At the same time they are being exposed to real work situations to supplement their academic education.  I’m very, very impressed with the interns’ progress.  I’d like to see more Tucson businesses give students these opportunities. I want to share this ‘diamond in the rough.'”


Sponsored Charities

American Junior Golf Association (Girl's Division)
Alzheimer's Association
America - Israel Friendship League
American Cancer Society
Angel Charity
Ara Parseghian Medical Research Foundation
Arthritis Foundation
Big Brothers/Big Sisters
Bishop's Annual Catholic Appeal
Boy Scouts of America
Boys & Girls Club of Tucson
Carondelet Foundation
Catalina Foothills Bobby Sox Silver Streaks (Girl's Softball Team)
Catholic Community Services
Catholic Foundation
Cedric Dempsey Cancer Center Run
Center for Spiritual Development
Diocese of Amarillo Diocese of Tucson
Diocese of Wheeling-Charleston
Dominican Sisters of Mission San Jose
Franciscan Sisters of Our Lady
Friends of the Poor
Goodwill Industries, Inc.
Health Education Project
Jewish Community Foundation
Leave a Legacy Arizona
Wildcats and TROT
Muscular Dystrophy Association
Missionary Catechists of Divine Providence
New Mexico Youth Diagnostic/Development Center
Old Pueblo Civitan Foundation
Philadelphia Area Coalition for Responsible Investment
Picor Foundation
Pima Community College Foundation
SACASA- Southern Arizona Center Against Sexual Assault
San Carlos Mission
Servants of Mary
Sisters of the Blessed Sacrament
Sisters of St. Ann
Sisters of St. Joseph in California
Sisters of St. Joseph - Wheeling
Sisters of the Holy Spirit
Southern Arizona Sports Development Corporation
Southern Arizona Women's Fund
St. Elizabeth of Hungary Clinic
St. Luke's Board of Visitors
Steele Children's Research Center
Taller San Jose
The Todd M. Beamer Foundation
TROT - Therapeutic Riding of Tucson
Tucson Hispanic Chamber of Commerce
Tucson Shalom House, Inc.
Tucson Symphony
Tucson Urban League
United Way
University of Arizona Hispanic Alumni Scholarship Fund
University of Arizona Foundation
University of Arizona - Omega Delta Phi
University of Arizona Women's Soccer Team
US Deaf Golf Association
University of California, Berkeley - Scholarship recipient Sister Anita de Luna (Ph.D.)
University of San Diego - Scholarship recipient Fabi Posada Cram
Women's Foundation of Southern Arizona
Youth for Peace Initiative Gun Buy-Back Project
YWCA Women on the Move
YWCA Bright Futures Program





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