Tell Us Where We Can Help
“Those who are happiest are those who do the most for others.”
― Booker T. Washington
Our charitable giving program, Callahan Financial Planning Gives Back, allows our clients to nominate one charity per year to receive a donation of 5% of our annual income. Employees of Callahan Financial Planning Company are not eligible to take part in the selection process; only our clients may enter votes for their desired charities. Each client household may vote for one charity per year.
Generally, any eligible charity recognized by the IRS as a 501(c)(3) non-profit, tax-exempt organization may be nominated. You may view a list of current exempt organizations on the IRS website here.
The charity receiving the most nominations by our clients will be provided with the gift for the year, and the recipient(s) will be announced later in 2016.
We’re so thankful for our relationship with each one of you, and the ability to give this money to those you believe need it most. Thank you.