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Caring about you since 1932.

Charitable Initiatives

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:

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.