In “Advisers Giving Back: The CAPTRUST Community Foundation,” PLANADVISER’s John Manganaro talks with Tiffany Larew, 2020 president of the CAPTRUST Community Foundation (CCF), on what the foundation has been working on, overall goals, and growth plans for the 501(c)(3) nonprofit.
“We have board members in Texas, Iowa, Ohio, and other places,” she says. “Plain and simple, we want to enrich the lives of all children.”
Read on to find out what Larew and other CAPTRUST staffers have to say about the charitable and philanthropic work CCF is doing, along with a look at some new initiatives set to launch in 2020.
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Founded in 1997 in Raleigh, North Carolina, CAPTRUST is an independent registered investment advisor with more than 650 employees nationwide and $364 billion in client assets. An employee-owned firm, CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations, and comprehensive wealth planning services to executives and high-net-worth individuals. CAPTRUST’s mission is to enrich the lives of its clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation. The firm also operates the CAPTRUST Community Foundation, a charity focused on meeting the needs of underserved children.