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, 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 is provided with the donation for the year. The winning charities were announced on October 4th, 2017.
Be sure to watch out for your invitation email in 2018 to enter your vote! Every client is eligible to participate and receives an equal vote.
We’re so thankful for our relationship with each one of you, and the ability to make this contribution to those you believe need it most.