Who We Are

Charitable Partnerships

Our SHP Financial team is dedicated to improving the lives of our clients and the communities we serve. We believe in lasting, positive change that enables people to thrive and leads to success. At SHP, this comes in two forms. We work with our clients on their own charitable endeavors as part of their SHP Retirement Road Map®. SHP is proud of it's own giving fund called the SHP Community Fund, which gives annually to numerous local, national, and global causes that align with our values.

Who We Are - Charitable Partnership Image

Making a Difference

The SHP Financial Serving & Helping People Initiative creates space to give back to the community by devoting, time, money, and resources. Our team members designate two business days annually to roll up their sleeves and assist charitable organizations. In addition, an annual giving campaign, an active volunteer program, and regular donations and sponsorships round out our robust community involvement.

Support Change with SHP Financial

Join SHP Financial in supporting organizations that provide vital care to those in need whether or not it is part of your financial plan, consider donating to a charity of your choice—every gift creates positive change.

Our advisors are well versed in the different ways of maximizing your gift and maximizing your impact. Talk to your SHP advisor about the smart ways of making a donation, making it part of your financial plan, and serving our community.