At Modernist Financial, we believe that structuring our firm’s wealth around our values is essential for our financial and life satisfaction. Philanthropy is an important structural pillar in this effort.
MODERNIST FINANCIAL'S PHILANTHROPY PLAN
aka how we plan to Fund Our Heroes
At Modernist Financial, we believe that structuring our firm’s wealth around our values is essential for our financial and life satisfaction. Philanthropy is one important structural pillar in this effort.
Our desired philanthropic impact is to:
Move the needle on wealth inequality
Practice intentional philanthropy alongside our clients and business community
We will allocate 40% of our giving to organizations that are policy watchdogs with a history of success in promoting wealth equality, especially organizations that are run by people of color to benefit people of color.
We will allocate another 40% to policy organizations focused on arts education access in Oregon and beyond.
Lastly, we will give 20% to community organizations that are supported by Modernist’s friends and allies.
We will aim to apportion 60% of our giving to Oregon non-profits, with the remainder focused on national organizations.
Annually, we will donate at least:
1.5% of our gross revenue
5-20 days of paid volunteer time per employee
2 pro-bono financial life planning/cash flow workshops in partnership with local non-profits
provide 1:1 pro-bono planning with Angel Fund clients (selected at planners’ discretion).
As the company grows, we hope to increase the scale of our financial, in-kind, and volunteer donations. We will continue gathering feedback and suggestions from our community as the plan evolves.