Charities Involved

Diversity

Whether within our internal culture or through championing community advocates, we hold ourselves accountable for implementing and supporting meaningful and measurable diversity, equity, and inclusion efforts.

Human Rights

From freedom of expression to shelter and safety, we firmly stand by the belief that the rights of all humans should be protected, met, and respected.

Education

We believe that education is a cornerstone for success. We carry this value into our philosophy and relationship with our community by seeking to share and spread the gift of learning.

Community Impact

The importance of community has been at the heart of SAM from the start. We are proud to be able to uplift our neighbors through quality time and philanthropic capital.

SAM Giving Back

We believe philanthropy, educational development and community outreach play an invaluable role in enriching the lives of our employees and our clients.

The SAM Charitable Gift Trust was established in 2012 and has since contributed to over 110 public charities and non-profit organizations in the areas of education, human rights and community impact.

Team Stories

Don’t Forget Us, Pet Us

Michigan Athletics Champion’s Fund

We make a living by what we get, but we make a life by what we give.

WINSTON CHURCHILL

Our Impact

2022

In 2022, SAM focused on philanthropic efforts rooted in diversity and inclusion. So far, we have made contributions to programs in our industry from organizations, such as the CFP Board and Investments & Wealth Institute. We are also supporters of Win NYC, which encourages DEI internally and provides safe housing and critical services to help women and their children break the cycle of homelessness.

2021

Throughout 2021, SAM had the honor of supporting a wide range of philanthropic causes with an emphasis on community. From supporting local animal welfare organizations to donating to New York youth organizations that provide art, healing, education, and leadership programs—SAM made sure that the smallest and most vulnerable members of their community were supported. During the year, SAM also contributed to numerous local organizations that serve the Jewish community through social justice, elder care, religious teaching, and more.

2020

In response to the global COVID-19 pandemic our team embraced the opportunity to support public charities and emergency response initiatives to ensure resources, information and aid were available to those in vulnerable and marginalized pockets of America.

2019

This year our team sponsored the Winter Story Summit Scholarship for Best Business Book to support developing writers with mentoring opportunities. We also donated to the Sands Point Preserve Conservancy, participated in the Eye Bank Fall Benefit event, and contributed to the JAM initiative, a not-for-profit educational platform promoting STEM education and potential career development for K-12 students.

2018

It was our distinct honor to sponsor “Sheconomics”, a special panel discussion on disrupting systematic and personal barriers to wealth, in conjunction with a rare performance by Gloria Steinem in her namesake play “Gloria: A Life”.

2017

We continued to support financial literacy for children, by sponsoring an event at the Paley Center for Media. The event, “Black Women, Feminism, & Empowerment,” featured a group of extraordinary panelists including Gloria Steinem, Carol Jenkins, and Angela Yee.

2016

We supported ArtWalk, benefitting the Coalition for the Homeless, the nation’s oldest advocacy and direct service organization committed to helping homeless women, men, and children by providing shelter, food, crisis services, job training and more.

2015

We funded the building of a specialized curriculum tailored to promote financial literacy with the Figure Skating of Harlem ice-skating program.

2014

We shifted our focus to financial literacy and began a partnership with Stacey Tisdale, founder and CEO of Winning Play$, a Life Skills and Financial Literacy program made available to high schools and other non-profit organizations.

2013

After such an amazing response from clients to the kickoff of our 2012 charitable campaign, we decided to take giving a step further and launched the SAM “Support Your Cause” campaign whereby we set up “Gift 4 Giving” accounts for every client household credited with $50 to donate to a charity of their choice. We announced this campaign during our annual holiday mailing where we listed all the charities that received donations in 2012. The funds were allocated to 72 charities during this campaign.

2012

This was the banner year of the SAM Charitable Giving Campaign. In lieu of the traditional holiday gift, we decided as a firm to lend our support to the relief efforts of those devastated by Hurricane Sandy. We sent out an email to all clients announcing our desire to empower them to assist those in need by awarding them with $50 each to donate to a charity of their choice. A composite donation was allocated to over 75 various charities.