Over this past month, Invest in Others has partnered with Envestnet to create a grant program exclusively for Envestnet advisors who do charitable work within their communities. Winners were announced on May 1st at their annual Advisor Summit in Austin, TX.
This grant program provided an opportunity for financial advisors to secure funding for specific programs or projects on behalf of nonprofits that they support. Below are the three 2019 Envestnet | IiO Grant Program recipients.
Findlay Hope House – $3,000 secured by Beau Bryant of Resolute Wealth Advisor
Beau Bryant has been an active volunteer and board member at Findlay Hope House for five years. Findlay Hope House helps impoverished individuals and families secure affordable housing and connects them to the resources and support they need. This $3,000 grant will be used to re-establish the organization’s Transportation Fund, which will help its constituents with the cost of car insurance, license plates, title transfers, and car repairs. Reliable transportation gives individuals more job opportunities, enables them to get to work consistently, and helps them and their families take a critical step towards permanent change and independence.
Helping Hand Home for Children – $3,000 secured by Bryan Lester of Alpha Capital Management
Bryan Lester was inspired to become involved with Helping Hand Home for Children as a result of his firm’s longstanding support as a corporate sponsor. The organization serves severely abused and neglected children by providing 24-hour skilled supervision, psychiatric services, and academic education. This $3,000 grant will be used to strengthen therapy services, enrichment activities, and nutrition and wellness initiatives for children living in its residential treatment center. Helping Hand Home for Children’s ultimate goal is to successfully treat these children to a point where they can be transitioned into a less restrictive setting – living in foster care, with a relative, or with an adoptive family.
Safe House Center – $3,000 secured by Nadine Burns of A New Path Financial
Nadine Burns has given back to the Safe House Center for the past two years by providing financial education for the women it serves. The Safe House Center offers safety, support, advocacy and resources for survivors of domestic violence and assault. This $3,000 grant will be used towards the organization’s “Fresh Start Fund.” This fund will allow the Safe House Center to provide a financial “hand up” to women at the very end of their resources. Many of these women left an abuser with only what they could carry and without access to a checking account. Long-term, Safe House helps these victims learn how to use the financial resources they have to develop a budget and prioritize their spending.
If you are interested in learning more about partnering with Invest in Others for a grant program at your firm’s conference, please contact Kaileen Cote at firstname.lastname@example.org