Fiduciary Trust International | June 20, 2022
Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Abby Axelrod has joined the firm as philanthropic director for family office services, foundations, and endowments.
In her new role, Ms. Axelrod will assist families and nonprofit organizations across the country with board governance and dynamics, next-generation education, grantmaking, strategic visioning, fundraising and revenue diversification, and high-impact investing.
Abby’s experience working with nonprofits and high-net-worth families will help us continue to enhance our nationwide philanthropic strategy, planning, and administrative support offering. We remain committed to meeting the complex, evolving needs of our clients, and enabling them to maximize the community impact they can make using their wealth.”
Paul Cummings, head of family office services, foundations, and endowments
Prior to Fiduciary Trust International, Ms. Axelrod served as director of charitable giving at the Community Foundation for Palm Beach and Martin Counties. Earlier in her career, she launched a private family foundation for a top hedge fund manager. Ms. Axelrod has been a consultant to various nonprofit organizations in Florida, South Carolina, and Virginia, and continues to serve on the advisory board of Impact the Palm Beaches. She is also a member of the board of the Elite Foundation.
“Fiduciary Trust International has an outstanding reputation in the nonprofit community as a trusted advisor to foundations and endowments,” said Ms. Axelrod. “I am proud to join this firm’s team of dedicated professionals as it continues to grow its philanthropic solutions.”
Ms. Axelrod contributes content about philanthropy to The Daily Drip, a Florida-based media company. She earned a master’s degree from Winthrop University in South Carolina, and graduated summa cum laude with a bachelor of arts from the University of Kent in Canterbury, England. Ms. Axelrod holds the Chartered Advisor in Philanthropy (CAP) designation from the American College of Financial Services.
About Fiduciary Trust International
Fiduciary Trust International, a global wealth management firm headquartered in New York, NY, has served individuals, families, endowments and foundations since 1931. With over $98 billion in assets under management and administration as of March 31, 2022, the firm specializes in strategic wealth planning, investment management and trust and estate services, as well as tax and custody services. The New York-based firm and its subsidiaries maintain offices in Coral Gables, FL; Boca Raton, FL; St. Petersburg, FL; Radnor, PA; Lincoln, MA; Los Angeles, CA; San Mateo, CA; San Francisco, CA; Washington, DC; Wilmington, DE; Reston, VA; and Atlanta, GA.
About Franklin Templeton
Franklin Resources, Inc. is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 155 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers boutique specialization on a global scale, bringing extensive capabilities in equity, fixed income, multi-asset solutions and alternatives. With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has 75 years of investment experience and approximately $1.45 trillion in assets under management as of May 31, 2022.
Wildfire Systems | May 18, 2022
Wildfire Systems Inc., an innovative financial technology platform that powers reward programs and shopping companions, today announced that Givebacks is harnessing the power of Wildfire's white label rewards platform to fuel fundraising initiatives for over 1 million 501(c)(3) nonprofit organizations.
Givebacks is leveraging Wildfire's cashback rewards technologies to create programs for nonprofits to earn a share of the e-commerce purchases made by their supporters. This approach to fundraising automatically provides causes with 1% of each shopper's online purchase and allows consumers to donate additional cashback funds from purchases made at tens of thousands of brands in Wildfire's global merchant network.
"We're excited to work with Givebacks to help nonprofits achieve their fundraising goals," said Jordan Glazier, CEO, Wildfire Systems. "This novel use of our platform allows people to easily support their favorite causes simply by shopping online while using the Givebacks desktop and mobile extensions powered by Wildfire."
Our partnership with Wildfire has allowed us to create an entirely new way for nonprofits to scale passive fundraising efforts, generating regular donations from their supporters, which we call Backers. With more than 25,000 merchants to earn shopping rewards from, we've made it simple for Backers to receive cashback on their purchases, which benefits them as well as the cause they've chosen to support. The Wildfire rewards platform allows Givebacks to reach more people and raise more funds for organizations such as PTAs that depend on donations from small donors."
Robert Costa, COO, Givebacks
Wildfire's enterprise platform allows partners such as Givebacks, as well as banks, fintechs, and technology companies to deploy turnkey rewards programs with a suite of offerings including cashback offers, coupons, and turnkey shopping assistants across all mobile and desktop interactions.
About Wildfire Systems, Inc.
Wildfire Systems provides an enterprise platform which enables clients to embed social commerce, cashback rewards, digital coupons, and shopping companions within their existing services. Wildfire's patented suite of technologies rewards online shopping and harnesses digital word-of-mouth, delivering enhanced user experiences, consumer loyalty, and new revenue streams for clients. Wildfire drives incremental revenue for over 50,000 online merchant programs in over 50 countries. The company is based in San Diego and was founded in 2017.
UHSM Health Share | May 24, 2022
UHSM Health Share, a faith-based health care nonprofit founded on Christian beliefs and values, announced its ambassador athlete Grant Lottering, extreme endurance cyclist, international motivational speaker and Laureus Sport for Good Ambassador, will attempt his first ‘Im’possible Tour’ in the US, starting 1 June in Shaver Lake, Sierra National Forest.
Lottering will embark on a 700-mile non-stop continuous cycle from Shaver Lake to Irvine, Orange County in the fastest time possible, climbing an agonizing 63,000ft in one ride, to raise awareness and support for the Laureus Sport for Good Charity, which uses sports as a powerful tool to help children and young people overcome violence, discrimination and disadvantages.
They say adversity is merely a test which breeds success, and for South Africa’s most accomplished extreme-endurance cyclist, this has been a theme of Grant’s extreme brand of fundraising. We are proud to have Grant as a UHSM ambassador – he is living proof that one can achieve unbelievable levels of success while persevering in the face of challenges and storms. At UHSM, we affirm that caring for people and their overall health encompasses the body, mind and spirit. And as supporters of Grant’s mission and vision for inspiring others and sharing positivity across the world, we believe that his message deeply aligns with our own values. We couldn’t be more thrilled to watch him accomplish this amazing feat; he always makes the impossible possible!”
Christopher Jin, UHSM president
Lottering suffered a horrendous cycling accident during a world championship preparation race In the Italian Alps in 2013 and was declared medically dead on the scene. He suffered 22 fractured bones and extensive internal injuries and bleeding. He miraculously survived and resolved to make a difference with his second chance at life he believes God gave him. Since then, and despite undergoing 12 surgeries since 2013, plus emergency cancer surgery, he has astonished the medical profession and audiences alike with his annual extreme cycling attempts for charity dubbed The Im’possible Tour. Lottering’s remarkable story and life journey has raised hundreds of thousands of dollars for underprivileged children across the world and has reached over 90 million people globally as he continues to inspire and challenge audiences to be resilient and persevere in the face of adversity.
His first-ever US Im’possible Tour, sponsored by UHSM and Mercedes-Benz Vans USA, will see Lottering ride from Shaver Lake in the Sierra National Forest, through the Sequoia National Forest, down to Santa Barbara, Ventura, and Los Angeles Counties, covering most of the famous mountain roads along the way including Refugio Road, Gibraltar Road, Crystal Lake and Mt Baldy, before heading down to Irvine in Orange County. A mammoth ride that will see Lottering climbing over 63,000 feet in one continuous ride that should take him three days and three nights of straight riding to complete. The aim will be to finish on Saturday, 4 June at the Orange County Great Park Soccer Stadium in Irvine, California just ahead of the OC Soccer Club match against New Mexico United.
UHSM Health Share is a nonprofit, faith-based health sharing ministry that facilitates member-to-member health sharing among fellow Christians, serving as a connector to administer medical cost sharing through its We Share programs. Christian healthcare is chosen by millions each year over traditional insurance plans, and We Share programs by UHSM stand alone as the only health sharing that offers members true prescription coverage through the CVS Caremark network plus access to basic care through CVS Minute Clinic and Health Hub. We Share and UHSM members can also access care through nearly one million doctors, hospitals and specialists in the First Health PPO Network, a wholly owned subsidiary of Aetna Inc. Additionally, all members can contact the DocDay telehealth network seven days a week for diagnoses, treatment, lab orders and prescriptions related to more than 40 health conditions. Headquartered in Norfolk, VA, UHSM offers its members simple, fair, and friendly healthcare programs. The UHSM mission is to help Christian families fulfill their God-given purpose to care for one another, foster holistic wellbeing, and positively impact our communities in need.
OneCause | May 21, 2022
OneCause, an Indianapolis-based event and online fundraising software company, was honored with two "best places to work" awards in the Indianapolis Star Top Workplaces and Indiana Chamber Best Places to Work in Indiana programs. The programs highlight Indiana workplaces with exceptional company cultures and high levels of team engagement.
This is the fourth year in a row OneCause has been recognized by the Indiana Chamber as an outstanding Best Place to Work and the first time being named a Top Workplace by the Indianapolis Star.
Comprehensive employee surveys and a company culture review of policies, practices, philosophy, systems and demographics are the main drivers in determining which companies are honored in the Indiana Chamber's Best Places to Work program. The Indianapolis Star Top Workplaces program solely uses employee feedback to determine its list of honorees, highlighting how important it is to maintain a supportive company culture centered on employee well-being.
Building an exceptional company culture means creating an environment where people feel supported, where their contributions are meaningful, and their talents valued. Companies are a reflection of their people — we need to embrace the wide range of experiences and viewpoints they bring and create a safe environment that fosters learning and innovation. We spend a lot of time listening to and acting on what our team needs, wants, and expects so we can maintain a people-first culture where they can flourish. It's an honor to be recognized by multiple programs for this ongoing effort."
Steve Johns, OneCause CEO
In addition to the third-party surveys utilized to determine top workplace winners, OneCause regularly conducts internal employee engagement surveys. The leadership team reviews results to create programs or take positive action based on the feedback. During the pandemic, they assembled a Future of Work taskforce to address the rapidly changing needs of an increasingly distributed workforce.
"It's refreshing to work for a company where my voice matters," said Stefanie Zachary, senior consultant for enablement, learning and development at OneCause. "There isn't one small group deciding what our company culture looks like — we're all a part of deciding that. Seeing one of my ideas or a coworker's feedback being turned into a benefit, committee or community activity feels really good. That doesn't happen everywhere."
Some recently implemented initiatives based on employee ideas and feedback include:
Work-from-anywhere opportunities to provide improved work-life balance
Ongoing professional development and management training to boost skillsets and provide a clearer path for progression
An expanded set of company benefits, including a sabbatical for employees with 10 years of service, paid volunteer time off and paid parental leave
Employee feedback and suggestions will continue to be sought and analyzed as staff and workplace needs evolve. OneCause has grown its full-time team 79% since 2020 and plans on increasing hiring over the next year.
OneCause is driving the future of fundraising with easy-to-use event and online fundraising solutions that help nonprofits improve the giving experience and raise more money. OneCause builds technology that optimizes everyday generosity, making it easier for nonprofit organizations to fundraise and for nonprofit supporters to give. Since 2008, OneCause has helped over 10,000 nonprofits raise more than $4 billion for their missions. Headquartered in Indianapolis, OneCause is committed to driving innovation in the charitable sector, bringing together nonprofit professionals across the world for the annual Raise Conference to exchange ideas that further fundraising.