Members of our industry are involved in helping their communities year round, in a variety of different ways. In recognition of the holiday season, we are highlighting a few of these stories to demonstrate the importance of community involvement, and how many firms have worked toward strengthening their communities in parallel with their businesses.
- Members of Blue Summit Wealth Management, Inc. started a pro-bono project in San Diego in 2012 that provides a 12 week course for domestic violence victims (see graduation photo, right). They are now in their second year, and currently coordinate with three nonprofits: the Financial Planning Association (which provides volunteers to teach the 10 modules), the local YWCA, and Working in Support of Education (which provides the financial literacy certification).
- Premier Investments of Iowa, Inc. advisors had a busy year, participating in the Annual Corridor Goes Casual for Kids, holding a Charity Wine Tasting & Silent Auction, walking in the Walk to End Alzheimer’s in Cedar Rapids Iowa, and taking part in the Be A Santa to A Senior program through Home Instead Senior Care. Through these efforts, the team raised funds for charities like the Eastern Iowa Juvenile Diabetes Research Foundation, the American Cancer Society, Athletes in Action, and the National Alzheimer’s Association.
- Former FSI Chair Bill Dwyer is currently the Chairman of Invest in Others Charitable Foundation, a nonprofit dedicated to encouraging and supporting the philanthropic and volunteer activities of financial advisors in their communities. They recently held the annual Community Leadership Awards recognizing advisors who had donated time and resources supporting hiring veterans, mentoring – and even one advisor and her husband who donated full college funding to 250 college students in Guatemala!
- Waddell & Reed and Ivy Funds, as the title sponsors of The Kansas City Marathon, has helped raised funds for a variety of charitable organizations since its inception, such as the Leukemia & Lymphoma Society. They have also worked extensively with Operation Breakthrough, the largest single-site early education child care and social services facility in Missouri, to support the effort financially and through volunteer work.
- This summer, S.E.E.D. Planning Group hosted its annual Charity Golf Tournament and partnered with The Magic Paintbrush Project, a non-profit organization focused on creatively serving family and community engagement programs for individuals of all ages with special needs. With the support of volunteers and sponsors, S.E.E.D. Planning Group was able to donate funds to the charity to help them fund their ongoing programs.
- MtM Financial Group conducts an annual radio-thon to raise funds for the Wounded Warrior Project. On September 11th each year they speak about one of America’s most tragic days and inspire clients, friends, and radio listeners to support the organization.
The list above is just a fraction of the efforts that our members do each day to help their communities and further financial literacy. Do you have a story about your firm or advisor’s involvement in the community to share? We’d love to hear it in the comments!