Our holistic and humanistic approach to financial management is based on a true passion to improve the wellbeing of those around us.
We brighten the day of others.
Elevate and support others: Support, congratulate, and acknowledge your teammate’s & client’s most significant achievements and milestones. Recognize the strengths of others and help them be at their best.
See the positive, even in perceived failure: Approach all interactions with optimism, knowing that we only learn from trying our best, even if we do not meet the planned objectives. Actively work to find a new approach instead of being defeated by frustration. Focus energy on what we can do vs. what we can’t do.
Mentor and help others be successful: Mentorship takes time, but seeing others successful and growing further as an employee, individual, or client can brighten someone's day. Thoughtfully & respectfully share feedback.
Be charitable: Stay true to our mission, be grateful that we can provide financial support the way we do, and give back because of the position we are in.
We continuously improve.
Focus on "how we can" vs. "why we can't": Proactively bring up issues along with ideas & possible solutions. Focus energy on solving problems and turning challenges into opportunities. Feel empowered to suggest changes for the better.
Plan for scale: Focus on long-term solutions over short-term fixes. Consider how decisions today will be impacted by future growth & focus on building processes/solutions with the future in mind.
Have a business-owner mindset: Be responsible with company resources, time, and seek out efficiencies. Share your innovative ideas for business growth, and speak up to raise risks that may negatively impact the business.
Have a growth mindset: Seek out personal and professional growth. Be eager to learn & grow, and seek out the positive in all feedback received, even if constructive. Be adaptable and champion change.
We get sh*t done.
Drive toward outcomes over outputs: Focus on providing value and impactful outcomes vs. checking the box on a multitude of tasks that do not result in quality outcomes. Make data-driven decisions.
Be focused & disciplined: Consistently prioritize projects that have the highest impact & value. Discuss trade-offs and prioritization openly with your manager & team.
Cross the finish line...and then some! Ensure we’re integrating all new solutions into our entire business vs. creating siloed solutions. Monitor results vs. desired success and iterate as needed.
Resourcefully problem solve: Work independently to find quick & clever solutions to overcome challenges, even if asking someone for the answer is an easier option. Document your methods and share them with others.
Be accountable & dependable: Take responsibility for your work, results, actions, and behavior. Follow through on your commitments and proactively communicate if you are unable to deliver against expectations.
We collaborate.
Seek to understand and communicate to be understood: Practice active listening, stay engaged, and when communicating be honest, solutions-minded, and thoughtful. Listen to understand, not to respond.
Appreciate & respect differences: Value individuality and the different perspectives and approaches that come from a diverse team. Be open-minded to differing opinions & viewpoints.
If one fails, we all fail: Value team success over individual success. Be willing to go beyond your role to assist others and actively offer assistance where possible. Prioritize the well-being of your teammates.
Grow together as a team: Share your opportunities and experiences with teammates to educate, mentor, and motivate one another. Have a bias towards being effective vs. being "right."
Assume good intentions: Question strategy & tactics, not motivation. In challenging situations, assume others have DiversiFi Capitals’ best interests in mind and work to see their perspective.
Our passion is to better the well-being of those around us. We strive to follow this motto every day and rely on it as we make crucial business decisions. As financial advisors, we feel that each of our client meetings allows us to further this passion.
In this spirit, we actively participate in the Pledge 1% program. Through this program, we commit to donating 1% of our time to charitable causes, along with monetary donations to various causes.
We love receiving input on where we provide donations. Please make your selection below to help us decide which organizations will receive a monetary donation.
Our Pledge 1% Commitment
Pledge 1% is a global movement that encourages and empowers companies of all sizes and stages to donate 1% of their staff time, product, profit, and/or equity to ANY charity they choose. We provide a simple, flexible, and scalable model to integrate giving back into the DNA of all companies, especially startups. Thousands of companies worldwide have taken the pledge, and dozens of VCs, incubators and conferences have joined in pushing the movement forward.
“At Pledge 1% we believe that all companies have the capacity to give, and our team is here to help map out a timeline and giving plan that aligns with your values and larger business goals. YOU can be a driver of this movement and shift the culture to help companies stand at the forefront of both economic and social change.”
Charitable Organization Vote
Our Giving History
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July 2022
Employee + Company Matching was donated to National Abortion Federation
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June 2022
Donated to GLAAD & the Trevor Project
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May 2022
Donated to Active Minds, American Foundation for Suicide Prevention, Mental Health America, and Project Sanctuary.
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December 2021
Donated to End Polio, Native American Rights Fund, Direct Relief, Mental Health America, CARE, Cancer Research Center, World Resources Institute, and Scholarship America.
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October 2021
Matched all employee donations and collectively donated to the Child Foundation and Lutheran Immigration & Refugee Services to provide support for the Afghanistan crisis.
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March 2021
Donated to Scholarship America, The National Alliance to End Homelessness, and the Cancer Research Institute. (*Based on our clients’ 2020 voting results)
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January 2021
We implemented an employee match on charitable donations. We match all employee donations dollar for dollar up to $1,000 per employee per year.
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June 2020
Donated to the Equal Justice Initiative, American Civil Liberties Union (ACLU), Action Against Hunger, Feeding America, and Mental Health America
Our Suggested Charities.
Scholarship America
When high school students dream of going to college but can’t afford the steep costs, Scholarship America steps in to lend a hand. The organization dedicates an impressive 96% of its cash budget to programs directly related to sending individuals to college, like scholarship funds, college readiness programs, and financial aid education.
Charity Watch Score: A+
Human Rights Watch
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Charity Watch Score: B+
Equal Justice Initiative
The Equal Justice Initiative is committed to ending mass incarceration and excessive punishment in the United States, challenging racial and economic injustice, and to protecting basic human rights for the most vulnerable people in American society.
Charity Watch Score: A+
American Civil Liberties Union (ACLU)
The ACLU serves to maintain and advance civil liberties, including, without limitation, the freedoms of association, press, religion, and speech, and the rights to the franchise, to due process of law, and to equal protection of the laws for all people throughout the United States and its jurisdictions.
Charity Watch Score: A
Operation USA
From ongoing earthquake recovery in Ecuador and Nepal to programs for Native Americans in South Dakota, Operation USA delivers aid to all corners of the globe. The nonprofit has worked in 100 countries since 1979, focusing not only on disaster relief and reconstruction but on helping and educating underserved communities.
Charity Watch Score: A
Charity: Water
According to charity: water, one in 10 people don’t have access to clean drinking water. The organization hopes to change these stats by bringing clean and safe drinking water to developing countries. It has already funded over 29,000 water projects around the world.
Charity Watch Score: A
Alzheimer's Association
The Alzheimer’s Association aims to fight and cure Alzheimer’s Disease from all sides. Donations provide care to those already affected by Alzheimer’s and connect them with support groups. The organization also funds research and clinical trials.
Action Against Hunger
Over 800 million people go hungry every day, according to Action Against Hunger. They hope to fight malnutrition and food crises in over 20 countries with help from donations.
Charity Watch Score: A
World Resources Institute
The World Resources Institute is a research organization that goes beyond research to create solutions to sustain our natural resources. The nonprofit works in over 50 countries to address the topics of climate, food, water, energy, cities and transport, and forests.
Charity Watch Score: A+
Mental Health America
Founded in 1909, Mental Health America helps Americans understand, prevent, and treat mental health issues that can interfere with their overall wellness and ability to live a healthy life. They also focus on educating Americans about mental health issues through their online hub of information and tools.
Charity Watch Score: A-
American Humane American Humane
Founded in 1877, American Humane has spent well over a century caring for animals both large and smile, wild and domesticated. Your donations help animals find shelter, urgent care, and forever homes. The organization also focuses on promoting bonds between animals and humans.
Charity Watch Score: A
Cancer Research Institute
Since 1953, the Cancer Research Institute has led the field with support for immunotherapy research and clinical trials. Together with donor, patient, and scientist communities, they continue to fund revolutionary breakthroughs to cure all types of cancer.
Charity Watch Score: A
National Alliance to End Homelessness
The National Alliance to End Homelessness wants to see a world where homelessness is a distant memory. It focuses on trying to shape federal policy and finding solutions to end homelessness, like short-term rental assistance programs and community education.
Charity Watch Score: A+
Hope For The Warriors
Hope for the Warriors provides what it calls a full cycle of care to service members, veterans, and their families. It focuses on health and wellness, fostering a sense of community, and providing support for those transitioning from military to civilian life.
Charity Watch Score: A
The American Cancer Society
The American Cancer Society’s mission is to save lives, celebrate lives, and lead the fight for a world without cancer.
National Abortion Federation
The mission of the National Abortion Federation is to unite, represent, serve, and support abortion providers in delivering patient-centered, evidence-based care.
Planned Parenthood
Planned Parenthood is a nonprofit organization that provides reproductive health care in the United States and globally.
St. Jude
Children’s Research Hospital - The mission of St. Jude Children’s Research Hospital is to advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment.
Habitat For Humanity Greater San Francisco
Habitat for Humanity San Francisco builds homes and sustains affordable homeownership opportunities for families in Marin, San Francisco, and San Mateo counties.
National Coalition Against Domestic Violence
National Coalition Against Domestic Violence’s mission is to lead, mobilize and raise our voices to support efforts that demand a change of conditions that lead to domestic violence such as patriarchy, privilege, racism, sexism, and classism. We are dedicated to supporting survivors and holding offenders accountable and supporting advocates.
World Wildlife Fund
World Wildlife Fund is an international non-governmental organization founded in 1961 that works in the field of wilderness preservation and the reduction of human impact on the environment.
Mental Health America (MLA)
Mental Health America (MHA) provides programs and initiatives fulfill its mission of promoting mental health and preventing mental illness through advocacy, education, research and services
The Sentencing Project
The Sentencing Project is a Washington, D.C.-based research and advocacy center working for decarceration or to reduce the use of incarceration in the United States and to address racial disparities in the criminal justice system.
Noah Homes
Noah Homes’ mission as a nonprofit has been to provide exceptional residential services and opportunities to adults with intellectual and developmental disabilities. This now includes advocacy and community partnership. Our goal is to maximize each individual’s independence in a community environment that fosters dignity and respect, as well as personal and spiritual growth.
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