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Heisten Financial

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Heisten Financial Pledge

$38,500 and counting

in total charitable contributions

We strive to be good citizens, investing our time in projects that benefit the communities we serve. We ask that our team members find a civic endeavor that inspires them and volunteer to help, and we support them in these efforts. Our mission at Heisten Financial is to give back to the community through charity donations. We have started a Donor Advisor Fund where in lieu of a gift to a client we will add their gift amount (per SEC guidelines) and match it to provide to a local charity below. Our goal is to raise over $100,000 in our Donor Advisor Fund and distribute 5% annually to various local charity. From 2015 we have donated over $34,000 to various charities.

Heisten Financial Charity Pledge

Our Mission at Heisten Financial is to give back!

We have created a Heisten Financial Donor Advisor Fund (DAF) to give back to local charities in our community.

Our pledge is to match dollar for dollar (per SEC regulations) for clients that forgo their annual gift and place their amount along with our match in the Heisten Financial DAF.

Once our fund reaches $100,000, we will give out 5% to local Charites of our clients choosing.

Over the years we have handed out over $38,500 to local charities.

Community involvement

Proudly committed to assisting local charities

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Learn about the charities we support

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Get in touch with us
907.222.6270

3003 Minnesota Drive, ste 305 Anchorage, AK 99503

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*Heisten Financial LLC is a registered investment adviser with the SEC. Investing involves risk and you may incur a profit or loss regardless of the strategy selected. Sustainable/Socially Responsible Investing (SRI) considers qualitative environmental, social and corporate governance, also known as ESG criteria, which may be subjective in nature. There are additional risks associated with Sustainable/Socially Responsible Investing (SRI), including limited diversification and the potential for increased volatility. There is no guarantee that SRI products or strategies will produce returns similar to traditional investments. Because SRI criteria exclude certain securities/products for non-financial reasons, investors may forego some market opportunities available to those who do not use these criteria. Investors should consult their investment professional prior to making an investment decision.

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