We are so proud of our very own Nicole Morgan, who helps us fulfill our mission each and every day.
Leading fundraising strategy and partnerships for our organization helps us amplify, celebrate, and inspire the charitable work of financial advisors and firms.
Under her leadership, we have deepened corporate engagement, expanded individual giving efforts, and launched new initiatives designed to steward champions and cultivate the next generation of philanthropic leaders in the industry. We could not do it without her!
I’m so proud to stand among this incredible group of women who are raising critical funds to strengthen communities, reduce food insecurity, expand educational opportunities, and create greater economic mobility for all. This recognition is a testament to the power of purpose-driven work and the collective impact we can make through philanthropy and partnership. Grateful to do this work every day with a brilliant group of colleagues and inspired by my fellow fundraisers. Most of all, I am thankful for every Board Member and donor who I have had the good fortune to work with. Their generous support, trust, and guidance has been one of the greatest gifts in my life and continues to transform communities across the country.
With our 20th anniversary on the horizon in 2026, we know we’re poised to deepen impact, continue building bridges between financial expertise and philanthropy, and foster a culture of purpose-driven engagement across the financial services industry.
Congrats on being named one of the
Top 50 Women Chief Development Officers of 2025!
