GIVING BACK
We know our impact extends beyond the families we serve and into the community at large.
At Wealth Strategies Partners, charitable giving is a key component of our business and among our biggest driving forces.
Do you belong to a non-profit organization? Please read this page to discover if your organization is eligible for our support.
Pictured: Chairman of the Board, Linda Shelton & CEO, Paul Allen, CFP®
FOUNDATIONS WE SUPPORT
CHARITABLE GIVING
We Care for the World.
Wealth Strategies Partners sponsors charitable organizations and causes that are important to our clients and our team. Our community investment is primarily focused on organizations that promote education, support medical research, and serve military veterans.
Do you belong to a non-profit organization? Please review our grant eligibility requirements listed below.
Organization Requirements
- We only support non-profit organizations with a 501(c)(3) designation or accredited schools, universities, and medical facilities.
- Eligible groups include those primarily focused on education, veterans, and medical research.
Our Giving Back Process
1. CONTACT US
We invite you to contact us by making an inquiry in the form below. Once received, you’ll be provided with our request form.
2. COMPLETE YOUR REQUEST FORM
Next, fill out the form according to instructions. Once complete, you can return to us via email or hard copy.
3. CHECK YOUR EMAIL FOR OUR RESPONSE!
Grant requests will be reviewed on a rolling basis and all organizations will be notified via email of our decision after review. We look forward to hearing from you!