Fidelis Wealth Advisors Clients Give Back
Created by: Fidelis Wealth Advisors
During this busy time of year, we tend to be too busy to reflect on all that was accomplished since January. This year, Fidelis not only embraced the spirit of giving back with our work with organizations such as The Aspen Effect, Economic Literacy Development Council and the Castle Rock Crankers, but we also witnessed our clients finding innovative ways to contribute. The result? More than $700,000 in total donations, with greater than $180,000 attributed to donations in kind. Beyond the positive feelings that come with philanthropy, there’s an additional financial benefit – Fidelis clients saved money on taxes due to their generous contributions.
Charitable Giving Breakdown:
The contributions from the Fidelis community didn’t just vanish into thin air. Instead, it contributed to more than 20 different churches and charities, each with a unique mission and a specific group of people to support. This diverse range of beneficiaries highlights the widespread impact that Fidelis and its clients were able to achieve.
Special Thanks to Fidelis Clients:
We at Fidelis would like to extend a heartfelt thank you to each and every client who chose to give back to their community. It’s through their compassion and willingness to make a difference that these significant contributions became possible. Whether through monetary donations or in-kind gifts, every act of generosity has played a role in shaping a brighter future for those in need.
We hope the impact of Fidelis’ community involvement and charitable giving extends far beyond the immediate recipients of the donations. In a year that presented its fair share of challenges, the generosity displayed by Fidelis and its clients stands out as a beacon of hope. The money given back to the community, along with the tax savings for Fidelis clients, demonstrates that combining financial success with a commitment to social responsibility is not only possible but also highly rewarding. As we bid farewell to this year, let’s carry forward the spirit of giving into the future, creating a legacy of compassion, community, and positive change.
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