Together in the Community
Don’t miss an upcoming event!
We Believe in the Ripple Effect
An understanding that together we are greater than the sum of our parts and a knowing that small, positive actions can make an impact on those around us.
We envision a community where every person has the resources and information needed to live their best life.
Read Our Community Impact Report
Learn about some of the ripples of positive impact we made together in 2023.
Join Us for an Upcoming Event
Whether it’s volunteering in the community or attending one of our educational Ripple Events, let’s come together and connect in 2024!
Ripple Events are gatherings in which we share information with our community. You’ll walk away with insights and tools to make informed decisions.
Our upcoming events:
Ripple Event
Unlocking Business Value – Understanding Valuation and Strategies for Growth
November 14, 2024
Richard Reynolds, Managing Director from Silverpine Group, a local valuation opinions and consulting group will help us gain actionable insights into the steps you can take to enhance your business’s worth.
Giving Pop-Up Event
Ripple Impact NW
November 19, 2024
Our lives – how we live and how we give – craft a unique narrative that future generations will remember us by. With intention, we can actively shape and share our legacy.
- Reflect on your family story – the lore and legends of those who came before you.
- Uncover the personal values that shape who you are and continue to guide you.
- Review techniques for gifting your valuable assets.
- Explore ways to have more meaningful conversations with those you love.
Walk away with tangible tools developed to help you consider the story you are telling now and craft the one you want to leave behind. This event generously sponsored by NW Legacy Law.
2025 Outlook with
Jon Nicolazzo from Capital Group
Ripple Event
February 11, 2025
Join us at our Ripple Event featuring Jon Nicolazzo from Capital Group! This will be a Breakfast Event for Long-Term Investors.
Doors will open at 7:00 am and the event will start at 7:30 am.
Registration Link Coming Soon!
IDEAfest 2024: Rooted in Love… Nurtured by CommUNITY
Check back for a new date & time
Save the date for IDEAfest, Vancouver and SW Washington’s annual one-day gathering of innovators, thinkers, creatives, and makers! IDEAfest 2023 was a showcase of remarkable ideas and platform for change, building upon the success of VANtalks. This year’s event will continue to help idea makers build connection and create change in our community.
Stay tuned for registration details as we get closer to the event.
Our Guideposts for Giving
Over the years, our giving has become more strategic as we’ve built partnerships with local nonprofits and honed our commitment as a company. We’ve developed four philanthropic guideposts that help direct our community investment work: Financial Empowerment, Community Enhancement, Empowerment through Leadership, and Programs for Positive Change.
Financial Empowerment
Community Enhancement
Empowerment Through Leadership
Programs for Positive Change
It’s Possible
When we participate in and support our communities, it’s possible for us to leave them better than we found them. And when we work together, it’s possible to create something better than any one of us could do alone.
Directed by our guideposts, our giving falls into three main categories: Nonprofit Support & Sponsorship, Financial Empowerment, and CommUNITY Hours.
Nonprofit Support & Sponsorship
Each year, we dedicate a portion of our budget toward sponsoring and supporting local nonprofits that fit within our Guideposts. Our Community Engagement Committee, comprised of team members, reviews all requests monthly.
Do you have a nonprofit you’d like us to know about? Please complete the Request Form.
Financial Empowerment
Workshops: Our Financial Planners, CPA’s, Enrolled Agents, and other team members dedicate time and talent to teaching financial education across our community. We’ve worked with high school students, young adults leaping into new careers, and older adults re-entering the workforce.
Are you interested in having one of our team members teach at your organization or school? Email our Director of Community Investments & Relationships, Megan Dixon.
Pro Bono Days: Twice each year, our team of financial planners dedicates a day to providing 30-minute free financial planning advice to any community member who is interested.
Stay tuned for our 2025 Free Financial Planning Days!
CommUNITY Hours
Each year, our team members receive CommUNITY hours to invest back into the community in areas that are important to them. Often, team members participate in group-supported volunteer activities where their combined time and talent make a big impact.
Needing hands-on help or have a project where our team could dedicate their time?
Let us know about the project!
Corporate Support & Sponsorship Request Form
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Financial Empowerment
Community Enhancement
Empowerment Through Leadership
Programs for Positive Change
Partnerships
Through partnerships, we can create ripples of positive change.
Building community doesn’t happen overnight and we are actively building relationships with a number of organizations.
Here are several of our new partner organizations.
Have ideas for a community partnership?
We’d love to hear them.
