Charitable Initiatives
We firmly believe in supporting the communities where we do business and where our employees reside. Not only are we committed to our community, but we also support a revenue based Capabilities charitable initiative and a client advisor referral program. Here’s a selection of the causes we’ve supported throughout the years:
- Coats for Kids
- Greater Boston Food Bank
- Reach out and Read
- Anti-Defamation League
- The Combined Jewish Philanthropies
- Roxbury Community College
- Beth Israel Hospital
- The Jewish National Fund
- Facing History and Ourselves
Commitment to Community
Revenue-based Charitable Initiatives
We created a revenue-based charitable initiative by which the company donates one percent of its annual gross revenue, at a minimum of $100,000, to qualified charities. The initiative is calculated each fiscal year and funds are distributed among the selected charities.
Client and Advisor Referral Program
We are always looking for new opportunities to become involved in non-profit organizations our clients support. One of the most significant ways we do this is through the development of our charitable referral program, which initiates when a client or advisor refers new business to us. As a way to show our gratitude for this recommendation, we make a contribution to a charity designated by the referring party for each referral.
Employee Matching Program
The company matches any employee’s charitable contributions. We also rally as a company during the holidays and throughout the year to participate in giving programs, such as Coats for Kids or Reach out and Read which benefit our neighbors in need.
