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. 

Our core values: 

Invite & Include     Invest in People       Innovate & Iterate     Do Good Work & Do it Well

Our desired philanthropic impact:

Move the needle on wealth inequality

Increase the number of Oregonians with access to arts education

Practice intentional giving alongside our clients and business community


To help us live up to our mission, we would love your input... 

 
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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

Increase the number of Oregonians with access to arts education

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, 1-5 days of paid volunteer time per employee, 2 pro-bono financial life planning/cash flow workshops in partnership with local non-profits, and 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.