FORWARD GIVING

A program administering pledged donations from Registered Investment Advisor's (RIAs) financial advisory, wealth management, and money management services to non-profit foundation/endowment clients and supporting member RIAs with fiduciary best practices education focused on their work with those non-profits. Donation proceeds are used to develop financial education programs for youth and to improve economic outcomes for women and minorities in the financial services industry through outreach, education and mentoring