The Invest in Others Charitable Foundation (“Invest in Others”) announced earlier this year that it selected 10 financial advisory firms for its annual Charitable Champions List, which recognizes companies that give back to their communities and successfully promote a culture of philanthropy within their organizations.
The 2023 Charitable Champions collectively volunteered more than 10,000 hours and donated over $1.6 million to a diverse array of nonprofits supporting initiatives ranging from hunger and poverty prevention to education and youth programs, increasing financial literacy, aiding military and veterans, and improving health and wellness. A panel of financial advisors blindly evaluated applications based on several criteria, including leadership and culture, events and activities, incentives, contributions, and impact.
Hammond Iles Wealth Advisors (“Hammond Iles”) is honored to be recognized for a second year in a row by Invest in Others as a Charitable Champion.
In 2022 Hammond Iles established its first annual Day of Remembrance and Service on the business day nearest to September 11th. For 2022, it was Monday, September 12, 2022. The Day of Remembrance and Service was established based on a true story from the musical Come from Away which recounts the generosity of the Newfoundland town of Gander that hosted thousands of grounded airline passengers on September 11, 2001. One of the passengers started a day of service for his California business each year to pay the generosity forward. We liked the idea so much that we adopted it for our firm. In 2022, members in each of our offices and our one remote employee took September 12, 2022, to serve local charities. Employees in our main Connecticut office sorted 7,653 pounds of donated vegetables and fruit at Connecticut Foodshare.
Our Day of Remembrance and Service is just one way we make an impact in the communities we live and work in. Our leadership team organizes additional volunteer opportunities for our team members to volunteer together as well as encouraging employees to take time to volunteer individually with an organization they care about.
Another service project our team really enjoyed in 2022 was the opportunity to participate and volunteer with the Healing Meals Community Project 100,000th meal celebration and cook-off. After only five years, Healing Meals had prepared and delivered 100,000 healthy, nutritious meals to individuals and families dealing with a cancer diagnosis or a substantial health crisis. Our team spent a morning preparing food for the cook-off celebration dinner. The other aspect of partnering with Healing Meals that impressed us was the dual mission of providing the meals and a leadership development program for high school and college. The students volunteer hours of time preparing meals while building a community of friends and gaining self-confidence and leadership skills.
In addition to serving various organizations with our time, Hammond Iles impacts local organizations through its donation gift matching program. The 2022 program matched donations made to a select group of local nonprofit organizations up to $25,000. We also support various organizations with direct financial contributions and event sponsorships. In 2022, the Hammond Iles’ community financial impact totaled $35,826. These efforts not only make an impact to further the missions of the organizations we support but also create a satisfying and enjoyable work environment for our team members while developing a culture of generosity with our clients.
Hammond Iles Wealth Advisors exists to make a meaningful difference in people's lives. We accomplish this by awakening dreams and empowering investors across three generations to live a life of freedom and fulfillment. This requires our firm to focus on listening, care, and generosity. Our team members are empowered to take the steps necessary to make a meaningful in the lives of our clients and in the community.
About Hammond Iles Wealth Advisors
Hammond Iles Wealth Advisors is a financial planning and investing firm that provides education, investment management, and resources to over 1200 advisory clients across the U.S. The firm adheres to a highly disciplined, structured investing methodology integrating Nobel Prize-winning academic investing principles, behavioral science, and financial coaching to help investors organize their finances, learn about investing, and truly understand how their financial plan and investments fit together with their purpose in life.
About Invest in Others Charitable Foundation
The Invest in Others 501(c)(3) Charitable Foundation is supported by the financial services industry to amplify the charitable work of financial advisors, employees, and their firms. Invest in Others is a catalyst to channel philanthropy and volunteerism to where it is needed most. For more information, visit investinothers.org.
The 2023 Invest in Others Charitable Champions List recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy amongst their financial advisors and employees. Submissions are evaluated blindly by a panel of financial advisors based on criteria including leadership & culture, events & activities, incentives, contributions, and impact. The award should not be construed by clients or prospective clients as a guarantee that they will experience a certain level of results if the RIA is engaged, or continues to be engaged, to provide investment advisory services; nor should it be construed as a current or past endorsement of the RIA or its representatives by any of its clients. To see the selection criteria and descriptions for the Invest in Others Charitable Foundation Charitable Champions, visit: https://www.investinothers.org/charitable-champions/