Filbrandt in the Community

Our Clients Make a Difference with Charitable Giving

Charitable giving is a valued part of nearly every one of our clients’ comprehensive financial plans. According to Charity Navigator1, charitable giving has reached record levels. Though the pandemic may have sparked a marked interest in philanthropy, this trend began earlier with Americans giving nearly $450 billion in 2019, an increase from 2018 levels, according to National Philanthropic Trust2. Schwab Charitable3 reports the top charities donors supported in 2020 work in the realms of food scarcity, healthcare, and homelessness.

For more information on making this a greater part of your financial plan, this report on Strategies to Make the Most of Charitable Giving may help.

1Charity Navigator. (2018). Giving statistics.

2National Philanthropic Trust. (n.d.) Charitable giving statistics

3Schwab Charitable. (2021, January 26). Schwab charitable donors create record impact with 35% increase in grants to charities in 2020 [Press release].

Filbrandt Secures Donations for The Salvation Army

The value of Filbrandts teamwork in the "Moving For a Good Cause" fundraiser has been amplified by multiple outside donations, including from Schwab, for a campaign total of over $3,400. Together these gifts will have an incredible impact on The Salvation Army of Dane County and their ability to provide services to those in need.

While the need in Dane County has risen, in part, due to the pandemic, the desire to give back has not waned. The Filbrandt & Company team has been incessant in their campaign to give a hand up. The campaign to "Move For Good" runs through the end of February.

Meeting Community Needs: Filbrandt “Moves for A Good Cause”

Supporting the community and employee health and wellness are both primary focuses for Filbrandt.  We are doing our part to promote mental and physical well-being, as well as giving back to the broader community over the winter months with a fundraising effort for The Salvation Army.  “Moving For A Good Cause,” is taking place during December, January, and February. 

The need for donations in our local communities is greater than ever this year.  Due to COVID The Salvation Army has not been able to do their traditional kettle campaign.  As a firm, we are moving towards our fundraising goal and getting our bodies moving at the same time.  Filbrandt employees are getting an early start on their New Year’s resolutions by logging daily minutes of exercise and recognizing employee achievements for being the most active.  Filbrandt will be raising money through internal efforts and reaching out to the custodians and community business partners we work with regularly.  More to come on this exciting winter initiative.

Photos: Merry Fitmas: Santa sweats off the extra sweets eaten in 2020. | Geof is a dedicated winter runner with specialty fluorescent gear!

Recognizing Employee Excellence: Filbrandt Grows From Within

Professional development and employee growth are central principles of Filbrandt’s core values.  Our associates are our greatest assets in providing our clients ongoing financial planning.  Growth from within is also a key driver to Filbrandt’s continued success and future growth.

We would like to recognize three of our associates that recently achieved major career milestones.

  • John Clarke, CFP® and Noah Tostrud, CFP® John and Noah have recently been granted the Certified Financial Planner (CFP®) certification. A Certified Financial Planner is recognized for the highest standard of excellence for competent and ethical financial planning.                              
  • Internal Promotions:  Shaun Quirk, CFP® and Noah Tostrud, CFP® Shaun Quirk and Noah Tostrud were recently promoted to Associate Adviser.  This promotion marks significant growth in their respective careers in financial planning. 

Congratulations John, Shaun, and Noah on your achievements! We are proud to have all of you on our team!

Going the Extra Mile: Filbrandt Walks in the Waisman Whirl Charity Event

The Waisman Center is a treatment center in Madison, WI, that operates three specialty clinics servicing patients with developmental disabilities and neurodegenerative diseases. Our staff supported the Waisman Center by completing a walking challenge, The Waisman Whirl. During October, our team walked a total of 5,637,781 steps, roughly 2,819 miles. That’s like walking from the East Coast of the US to the West Coast…and then a little more!

 Our walk raised $1,615, and we couldn’t be prouder to support this incredible resource in our community. To learn more, this blog describes some of our past support of the Waisman Center.

Sticking Together When Times Get Tough

In the age of COVID-19, it can be challenging to find meaningful ways to connect with the people we care about, especially in person. This year, Filbrandt got creative and held our annual staff meeting and development session at Henry Vilas Park here in Madison. Connecting with each other was essential, not only for our own health and wellbeing but for our ability to serve our valuable clients, too. Want to learn more about how we’re taking care of each other during this difficult time? We wrote all about it in this blog.

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