Tag: Advisers Giving Back

2020 Will Be Another Year of Adviser Philanthropy

The editorial team of PLANADVISER was blown away by the generosity of advisers recognized in our 2019 Advisers Giving Back program, and we’re already working on new stories of giving for 2020.

Advisers Giving Back: Innovest’s Culture of Compassion

Innovest Portfolio Solutions deploys its staff as volunteers throughout the year for a wide variety of charities in the Denver area; they also work with economically disadvantaged students to provide valuable work experience and help pay for their tuition.

Advisers Giving Back: When People Need a Head Start

After learning about the work of Head Start, George P. Fraser decided to provide financial education to parents of students in the program and build a scholarship fund for the teachers employed there.

Advisers Giving Back: A Foundation That Spans the World

Since its founding in 2011, the SageView Foundation has raised more than $1.5 million to help meet the health care and education needs of women and children in crisis and to provide community development micro-loans.

Time to Humbly Brag

I am pleased to roll out a new PLANADVISER initiative that I think is long overdue: Advisers Giving Back.