Allegiant Private Advisors Donates More Than $50,000 to 12 Nonprofits to Support Local Community Amid COVID-19 Pandemic
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Sarasota, Florida – Allegiant Private Advisors has increased the firm’s philanthropic contributions in response to the economic effects of the coronavirus outbreak. The Sarasota-based independent firm which provides fiduciary-level financial planning and investment advisory services has donated more than $50,000 to 12 nonprofit organizations in the local community over the past month.
As professional advisors and financial analysts who specialize in all aspects of money management, the Allegiant team regularly guides clients aiming to make the most impact with their charitable giving. As a company, they evaluated and donated to key organizations which are supporting local individuals and families experiencing uncertainty and financial hardship during this time of unprecedented need. Many of the firm’s donations were processed through the 2020 Giving Challenge hosted by the Community Foundation of Sarasota County, with giving strengthened by The Patterson Foundation, on April 28 and 29, while other gifts have been made directly to nonprofit organizations which have additional matching grants in place to maximize funding.
“With so many nonprofit organizations facing an interruption of their normal funding avenues we have shifted our own operating budget to further support the fabric of our community with key unrestricted funds for nonprofits,” said Allegiant Private Advisors President Benjamin W. Jones, CFP®, AIF®. “As a boutique firm established in Sarasota nearly a quarter-century ago, our team felt inspired to increase our support of our wonderful community. We hope our actions inspire others to act as well.“
The Allegiant staff serves on nonprofit boards, helps fundraise, volunteers for activities, and helps clients support the causes that are important to them. All of Allegiant’s wealth advisors earn the Accredited Investment Fiduciary® designation so that they can advise nonprofit boards in areas such as financial management, fiduciary responsibility, and the design of reporting and performance protocols.
“As we continue to advocate and act on behalf of clients, the Allegiant team remains committed to supporting and advising nonprofits as well,” Jones explained. “While it may currently be exclusively through virtual meetings, this is a time to rise together and remain connected.”
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Allegiant Private Advisors, a Sarasota-based independent firm that provides fiduciary-level financial planning and investment advisory services, has donated more than $50,000 to 12 nonprofit organizations over the past month to support the local community amid the COVID-19 pandemic.
Allegiant’s principals are pictured in the photo (L to R): Chairman Martin J. Kossoff, CFP®, AIF®; Director of Financial Planning Carl A. Watkins, CFP®, CDFA™, AIF®; Operations Manager Kristina A. Eastmond; President & Chief Investment Officer Benjamin W. Jones, CFP®, AIF®; Chief Operating Officer Paul B. Cantor, CFA, CFP®, AIF®; Senior Wealth Advisor Melissa Walsh, CFA, CFP®, AIF; Director of Portfolio Management Luke Nicholas, CFA, CFP®
About Allegiant Private Advisors
Since 1997, Allegiant Private Advisors has been creating customized wealth management solutions for high-net-worth families, entrepreneurs, nonprofit organizations, and foundations. The experienced team manages assets conservatively on a fiduciary basis. Unique investment strategies based on proprietary research are developed for each client family, complemented by a concierge-like approach to customer service. Allegiant Private Advisors is located at 240 South Pineapple Ave., Suite 200, Sarasota, FL 34236. For more information, call 941-365-3745 or visit www.allegiantpa.com.
Advisory Services Offered Through Commonwealth Financial Network, a Registered Investment Adviser