As a boutique firm offering fiduciary-level financial planning and investment advisory services, Allegiant Private Advisors has been built to be your advocate, constantly serving as each clients' most trusted advisor. Throughout 2020 our philosophy of independent thinking and service to others has fueled our continued and expanded focus on supporting our clients, staff, and community during the pandemic in new and meaningful ways.
This month we felt compelled to support Forty Carrots Family Center as they announced the second postponement of FireFly Gala, a signature fundraising event. Both on the individual level, and as a firm, we have supported and valued Forty Carrots' important work which nurtures "good beginnings that last a lifetime" for children and families from all walks of life, with 93% of families receiving services free of charge in Sarasota and Manatee Counties.
Allegiant's President and Chief Investment Officer Benjamin W. Jones, CFP®, AIF®, currently serves as a Trustee and Treasurer for Forty Carrots so he understands the huge impact the additional postponement of the fundraising event has on the nonprofit's budget. To help offset the loss of revenue, Allegiant Private Advisors decided to step up to the plate with a $10,000 Challenge Match.
"As we all continue to adjust and adapt during the pandemic, this is an opportunity to rise together. Parents today are feeling overwhelming pressure, so the impact our response to this current challenge can have a lasting effect on these children. More than ever before, families are in need of Forty Carrots' outreach, education, and therapy programs, but these needs can only be met with the continued support of our community, sponsors, and patrons," explained Ben.
Forty Carrots Family Center is guided by a vision that all parents will provide their children with experiences and environments that are emotionally and physically safe so that they can grow into capable and caring young people. The nonprofit empowers children and families through its important Parenting Education, Mental Health Services, and Early Childhood Education programs. Forty Carrots is just one of so many nonprofits working tirelessly to help individuals and families in our local community move forward.
This focus on empowerment, education, and advocacy is also engrained into our approach at Allegiant Private Advisors. We believe these important qualities provide the foundation for success throughout life's many challenges. During these strange and challenging times, we are more focused than ever to find new and improved ways to support our clients, staff, and community. Together we can make a difference.
240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237
Advisory Services offered through Allegiant Private Advisors, LLC, a Registered Investment Adviser