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Workplace wealth enhancements is a corporate financial wellness program aiming to improve employees’ financial lives. Financial stress among employees is a key contributor to reduced productivity, lower effectiveness and higher attrition, which then results in a potential loss in revenue for their organization. Workplace wealth enhancements has become a service providing solutions to issues employers weren’t even aware existed.
A corporate financial wellness program aiming to improve employees’ financial lives helps boost morale as well as loyalty to the organization. Employees who feel that their financial needs are being well taken care of tend to return that sentiment with loyalty and hard work.
A comprehensive financial wellness program customized to help address the priorities of employees and serves as an extension of your human resources department.
Personalized financial advice from our firm which has experience working with employees and providing access to financial plan capabilities.
A stock plan that companies offer their employees encouraging employee ownership. Whether the plan is qualified, contributory or non-contributory, we help corporate executives make informed decisions on employer stock options, restricted stock and other executive benefits.
Working to tie clients into the broader philanthropic community, helping to form effective associations with donors and other nonprofits with complementary interests.
Offering consultative services on fundraising along with a variety of specialized services to help you work effectively with major donors.
Helping your staff understand the industry, assess operations and improve productivity.
Donor advised funds allow a charity, such as a university or hospital, the opportunity to offer a DAF to its donor base without the cost of setting up and administering the program itself.
Under this option, all grants from a DAF account must be paid to a program associated with the account’s participating charity.
Under the second option, grants from a DAF account may be made to any qualifying organization. there is no requirement that any grant be made from the account to the participating charity.
Under the third option, a grant to an organization other than the participating charity will trigger an automatic grant in the same amount to said participating charity. in other words, half of the account ultimately must be payable to the participating charity and half may be paid to any other qualifying organization.