We are a charitable organization that provides matching grants to PartnersFinancial Principals to help you make more a difference in your communities. We are dedicated to supporting those in need. Apply for a grant today.
The PartnersFinancial Charitable Foundation’s mission is to award grants to nonprofit organizations that improve PartnersFinancial members’ local communities. Donated funds will be aggregated into a pool and dispersed in the form of grants made to organizations recommended by the PartnersFinancial membership. The recommendations will be formally submitted by contributing members to the PartnersFinancial Grants Committee and approved by the PartnersFinancial Charitable Foundation Board of Directors. It is expected that, over time, the foundation will further enhance the culture of PartnersFinancial.
Our first charitable endeavor, that led to the formation of the Charitable Foundation, took place at the 2012 PartnersFinancial Convention. With the help of our Core carriers and our members, we donated $30,000 to the Saigon Children’s Charity, which allowed for the building of a brand new school in Vietnam called Xuan Dong Kindergarten. In the last few years, we have done over $250,000 in grants helping organizations such as Childhelp, Life Happens, and more.
Your support and contributions will enable us to meet our goals and fund our mission.
Please reach us at if you cannot find an answer to your question.
PF Charitable Foundation is a charitable organization dedicated to providing aid and support to those in need.
DONATIONS
You can contribute one of six ways to the PartnersFinancial Charitable Foundation.
Check
Make checks payable to “PartnersFinancial Charitable Foundation” and mail to:
National Financial Partners
Attn: Carrie Meier
1250 Capital of Texas Hwy. S. Building 2, Suite 600 Austin,TX 78746
Wiring (To wire funds from your account directly to the PartnersFinancial Charitable Foundation account)
PartnersFinancial Charitable Foundation Account: 9272670168 ABA Routing Number: 121000248
Styling of Account: PartnersFinancial Charitable Foundation
Out of the Country: WFBIUS62FFX
Call 888-384-8400 for assistance.
Stock Transfer
Charles Schwab DTC Instructions:
DTC Number: 0164 Code 40
Account Number: 1587-0104
Account Name: PartnersFinancial Charitable Foundation
Charles Schwab Contact Information:
Charles Schwab & Co., Inc.
Attn: IST East Team #1
1958 Summit Park Dr., Suite 400 Orlando, FL 32810
Fax: 888-333-8568
For any investment related questions, contact:
Adam P. Newell
Fiducient Advisors
500 West Madison St., Suite 1700 Chicago, IL 60661
Phone: 312-853-1000 x 4135 Fax: 312-853-3352
Credit Card
Call Carrie Meier at 512-697-6971 to contribute by credit card. You will need your credit card number, expiration date, billing zip code and donation amount.
Through the Life Bonus Pool*
Contact Carrie Meier at 512-697-6971 or cmeier@nfp.com for a form.
Online
Visit pfcharity.givesmart.com or click here
*This option is only available to non-NFP, PartnersFinancial members. NFP firms may choose another payment method.
Yes, all donations made to PF Charitable Foundation are tax-deductible.
If you have any questions about the foundation or how to apply for a grant please use the link below to contact us.
Copyright © 2024 PF Charitable Foundation - All Rights Reserved.
The 2024 Grant Cycle Is Closed.
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