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eMoney Advisor Celebrates Financial Literacy Month with Volunteer Initiatives and Charitable Giving

  • Programs give back to local communities through in-person tax preparation help, educational workshops and more

RADNOR, PA., April 29, 2019 – eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, participated in Financial Literacy Month by volunteering with local organizations to help Philadelphia families navigate personal finance. Throughout the month of April, eMoney partnered with the City of Philadelphia Controller’s Office to host financial literacy workshops at local coffee shops. The events offered one-on-one help from eMoney financial advisors to address common questions about filing taxes, developing assets and planning for retirement.

In addition, eMoney employees joined forces with the Campaign for Working Families, a nonprofit organization that provides tax assistance to lower-income families, for the second consecutive year. eMoney employees collectively volunteered more than 240 hours at free tax filing sites in the greater Philadelphia area to help alleviate financial anxiety and bolster economic empowerment.

“It’s no coincidence that Financial Literacy Month falls within tax season, and we recognize this time of year can be particularly stressful as families examine their finances,” said Matt Schulte, CFP, head of financial planning at eMoney. “We wanted to bolster the community’s access to free, in-person help and empower residents to take control of their finances.”

Both volunteer initiatives were an extension of eMoney’s commitment to giving back to the communities where employees live and work. In 2018, eMoney donated $100,000 to organizations dedicated to causes that are important to employees, including:

  • Foundation for Financial Planning Pro Bono Program (Financial Education)
  • Junior Achievement (Financial Education)
  • Girls Who Code (Tech Education)
  • Global Giving (Disaster Recovery)
  • Hope for Warriors (Military and Veterans)
  • Friends Animal Sanctuary (Animal Relief)

“Our employees are the driving force behind our charitable efforts,” said Tessa Raum, Head of People Experience at eMoney Advisor. “Last year, we distributed a survey to employees, and the results underscored how much they value working at a company that supports other organizations. Charitable giving and volunteer initiatives are an integral part of our company culture, and I am incredibly proud of the work we’ve accomplished so far.”

In 2019, eMoney will continue volunteer and charitable giving initiatives, including:

Employer Match Program: eMoney has committed to donating $100 per employee to non-profit organizations of their choice. This will be made possible by utilizing a new online giving platform developed by Fidelity Workplace Giving.

Companywide Volunteer Days:
eMoney will launch companywide volunteer days during which employees will have opportunities throughout the year to give back to the local communities of Providence, R.I., Radnor, Pa., and San Diego – the locations of eMoney’s three offices. Additionally, the company will coordinate one annual companywide volunteer activity on a weekend to include employees’ families.

To kick off the initiative in May, eMoney will partner with Junior Achievement – the nation’s largest organization dedicated to giving young people the knowledge and skills to own their economic success and plan for their futures. Employees will spend an entire day with students at local elementary schools to help them talk about money and build financial literacy skills through various hands-on activities.

To learn more about eMoney’s ongoing charitable giving and volunteer efforts, visit the eMoney Blog.

About eMoney Advisor
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. As of March 31, 2019, more than 60,000 financial professionals across firms of all sizes use the eMoney platform to serve 4.4 million households throughout the U.S. For more information, please visit: www.emoneyadvisor.com.

Media Contacts:
Nicholas Koulermos
(646) 843-1812