Financial Independence Charitable Fund

Helping those in need.

Over the years we have learned a great deal about the unmet needs of families and individuals within our community. The recent pandemic, widespread hunger, and global tensions heightened our awareness of these needs and were the catalyst for us to create a more formal means of giving back to the communities we know and love.

Charitable Fund

The Spirit of Giving

Financial Independence has a long history of giving, ranging from donating to local charities to hosting client appreciation events. Giving back has been, and continues to be, a way for us to demonstrate our gratitude for the opportunity to serve our client families. Trying to improve the lives of our clients and community members, in turn, improves our lives.

Charitable Fund

Financial Independence Charitable Fund

Serving the needs of our clients, and always doing what is in their best interest, has deepened our belief in the importance of placing the needs of others first. It is in that light, that we established the Financial Independence Charitable Fund (FI Charitable Fund) in partnership with the Rhode Island Foundation.


Charitable Fund

Focus on children

The FI Charitable Fund’s focus is children, including birth to 3 years of age development, childcare, preschool education, abuse treatment and prevention, and food security. Taking care of our children, the future leaders and stewards of our world, is one of the most important actions we can take for the benefit of our collective future.

Charitable Fund

Funding

Financial Independence and its employees are currently the primary source of funding. As the fund grows, members of our community may also make tax deductible contributions to the FI Charitable Fund.

Benefits Delivered

The FI Charitable Fund made its first grants during 2022 to several organizations focused on improving the lives of those most in need within our communities:

Questions?

All of us at Financial Independence are grateful for the opportunity to serve the needs of our clients and our broader community. Please let us know if you have any questions regarding the FI Charitable Fund.