Partners

The following is a listing of organizations that we consider partners of ours … in the work we do, the communities we serve and in the environment in which we live.

The Forum for Sustainable and Responsible Investment
The leading voice advancing sustainable, responsible and impact investing across all asset classes. Its mission is to rapidly shift investment practices toward sustainability, focusing on long-term investment and the generation of positive social and environmental impacts. US SIF members include investment management and advisory firms, mutual fund companies, asset owners, research firms, financial planners and advisors, broker-dealers, community investing organizations and nonprofit organizations.
Visit USSIF >

 

Principles for Responsible Investment
The PRI is the world’s leading proponent of responsible investment. It works to understand the investment implications of environmental, social and governance (ESG) factors and to support its international network of investor signatories in incorporating these factors into their investment and ownership decisions. The PRI acts in the long-term interests of its signatories, of the financial markets and economies in which they operate and ultimately of the environment and society as a whole.
Visit UNPRI >

 

Global Impact Investing Network
By convening impact investors to facilitate knowledge exchange, highlighting innovative investment approaches, building the evidence base for the industry, and producing valuable tools and resources, the GIIN seeks to accelerate the industry’s development through focused leadership and collective action. Ultimately, the GIIN focuses on reducing barriers to impact investment so more investors can allocate capital to fund solutions to the world’s most intractable challenges. They do this by building critical infrastructure and developing activities, education, and research that help accelerate the development of a coherent impact investing industry.
Visit GIIN >

 

Investor Alliance for Human Rights
The Investor Alliance for Human Rights (IAHR), was established to provide a collective action platform to facilitate investor advocacy on a full spectrum of human rights and labor rights issues. This new Alliance, the first of its kind, builds on longstanding ICCR member advocacy to amplify the global investor voice on critical human rights challenges and to promote corporate accountability on human rights.
Visit Investor Alliance for Human Rights >

 

SHARE Charlotte
SHARE Charlotte is a local one-stop shop for the community to find ways to plug in and make an impact. They partner with more than 400 nonprofits and provide the community with volunteer opportunities, events and a unique online shopping experience called Give Shop where items nonprofits need to run their programs and business can be bought. Through its signature campaigns #GivingTuesdayCLT, SummerSHARE and Do Good Week, SHARE Charlotte raises awareness about local nonprofits throughout the year and increases the level of community engagement.
Visit Share Charlotte >

 

Sustain Charlotte
Sustain Charlotte is a 501(c)3 nonprofit organization helping to advance a region-wide sustainability movement by serving as a catalyst for change. Their mission is to inspire choices that lead to healthy, equitable and vibrant communities across the Charlotte metro region for generations to come. Charlotte-Mecklenburg area lags other metro areas in many key sustainability measures, and prior to Sustain Charlotte’s founding, there was no local organization raising awareness of the challenges to our sustainability and their solutions. Sustain Charlotte was founded in 2010 to fill this void and has quickly become the metro area’s leading voice for sustainability.
Visit Sustain Charlotte >

 

Common Wealth Charlotte
Common Wealth Charlotte (CWC), an innovative non-profit started in April 2015, provides financial empowerment to Charlotte’s low-wage workers through financial education coupled with access to specially designed re-banking and emergency loan products. Our trauma-informed financial education curriculum meets people where they are, and results in long-lasting change and enhanced opportunities for upward mobility for financially-educated low-wage workers.
Visit Common Wealth Charlotte >

Epic Insights

Oct 14, 2019

Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for the transfer of their wealth. Those who do create estate plans with help from financial and legal professionals sometimes leave their heirs out of the conversation.

Oct 11, 2019

Do you regularly donate to charities and other non-profit organizations? Then you may want to open a donor-advised fund. Donor-advised funds are becoming popular. It is easy to see why. They offer potential tax perks, and in some instances, a chance to grow money set aside for charitable gifting.

Oct 9, 2019

Are you about to buy life insurance? Shop carefully. Make your choice with insight from an insurance professional, as it may help you avoid some of these all-too-common missteps. Buying the first policy you see. Anyone interested in life insurance should take the time to compare a few plans – not only their rates, but also … Continue reading “Avoid These Life Insurance Missteps”

Insights + Resources >
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