SAN ANTONIO--(BUSINESS WIRE)--Covenant has been announced as one of twenty financial advisory firms selected for the Invest in Others Charitable Foundation’s 2019 Charitable Champions List.
The Charitable Champions List recognizes advisory firms for their exemplary efforts to give back to their communities by promoting a culture of philanthropy amongst employees and financial advisors. Invest in Others received dozens of applications, which were evaluated blindly by a judging panel made up of financial advisors. Applications were evaluated on criteria including employee benefits, company contributions, and philanthropic events and programs offered by the firms.
Covenant’s philanthropy programs include Social Venture Partners San Antonio (SVPSA), the CFA Institute Research Challenge, and events such as the Covenant Annual Cookie Party, Pooch Parade, and Soap for Hope, hosted in conjunction with Haven for Hope. Covenant and its employees prioritize philanthropy, as the brand Lifestyle. Legacy. Philanthropy.® depicts. The company supports this with an impressive volunteer time off policy. It does not limit the number of hours an employee can use to volunteer during the workday. Nearly 100% of its employees took advantage of this unlimited VTO; several utilized it to serve on Boards of local nonprofits. Covenant also donated over $95,000 to charities in its Texas community last fiscal year.
“The Covenant team is very excited to be selected for this honor,” said John Eadie, Founder and Managing Director of Covenant. “It is a wonderful reflection of the work all of our employees do to give back in the communities where we reside.”
Since 2010, Covenant has partnered with the local nonprofit Haven for Hope, a homeless shelter in San Antonio that houses an average of 200 children per day. Covenant’s goal is to make the holiday season feel more special for families living in the shelter. All employees and their families get together to host the annual Covenant Cookie Party, and they recently organized the Haven for Hope Kids Choir. They aim to create opportunities for underprivileged families to make positive memories during the Christmas season.
About Covenant Multifamily Offices, LLC
Covenant’s promise is in its name. The wealth management firm exists to provide personally tailored financial guidance rooted in the key tenants of Lifestyle. Legacy. Philanthropy.® The Covenant team sets out each day to unburden individuals and families from the daily cares of financial management in order to empower them to pursue their passions and interests. Covenant serves clients at its offices in San Antonio, Boerne, Dallas, and Oklahoma City. More information on Covenant can be found by visiting www.covenantmfo.com, or follow Covenant on LinkedIn, Facebook, and Twitter.
About the Invest in Others Charitable Foundation
The Invest in Others Charitable Foundation amplifies the charitable work of financial advisors and their firms by providing a platform to increase awareness and funding for their favorite nonprofits. Its programs recognize, support, and connect, which helps to build critical visibility, encourage others to get involved, channel additional resources to those in need, and highlight the important work being championed by the financial services community. For more information, visit investinothers.org or follow Invest in Others on Twitter, LinkedIn, and Facebook.
