Osaic Foundation
Bringing Osaic financial professionals and employees together to positively impact communities across America
Edition XII
See how financial professionals and employees are coming together to strengthen communities across the country.
- Get to know Jillian Berg of Virtual Enterprises through three questions about financial literacy, career readiness, and ways to volunteer.
- Explore the upcoming volunteer calendar and find an opportunity that works for you.
- Catch up on volunteers in action, including the energized NYC softball benefit that brought together more than 100 financial professionals and employees.
Previous editions
The Foundation spread this year's $525,000 in grants to eligible nonprofit charities in 230 communities across 41 states. Since the start of the grant program in 2023 more than $1.5 million has been disbursed to recognize the volunteerism of Osaic-affiliated financial professionals, staff and home office employees.
In this latest edition of the Osaic Foundation Newsletter, share your ideas on a Foundation program committee, apply for the 2026 Local Community Grant Program, see the volunteer upcoming calendar of events, and see a recap of recent volunteer activities.
Our Osaic volunteer efforts continue to bring Financial Professionals and Home Office employees together to make a shared impact in local communities across America. In this latest edition of the Osaic Foundation Newsletter, see a 2025 Year-in-Review, learn more about what to expect for the 2026 Local Community Grant Program, and see the volunteer calendar of events.
Join one of our 31 city teams for this year's Making Strides Against Breast Cancer, learn more about the Honor Flight non-profit program, and find upcoming opportunities to volunteer with the Osaic Foundation.
Celebrate this year’s Local Community Grant recipients, meet the 2025 Foundation Board of Directors, and learn how the Foundation is strengthening advisor engagement from Foundation President Stacy O’Keeffe. Review upcoming volunteer opportunities and view a recap of community service events so far this year
Applications are being accepted March 1-31 for the Local Community Grant Program. This annual program is exclusively for all Osaic Financial Professionals, their support staff, and home office employees who volunteer in their community. No direct applications from charities are accepted. Grants will range from $350 to $10,000.
The Osaic Foundation saw great growth, adoption, and support in 2024, making an impact on individuals and organizations spanning many categories. With the mission to empower lives, support education, and increase diverse representation, we are pleased with the collective work done in 2024 encompassing thousands of volunteer hours and nearly $1 million in grant support for more than 250 local charities.
Employees are invited to join Osaic Financial Professionals and staff as part of #TeamOsaic in the October awareness and fundraising walks hosted by the American Cancer Society. These activities are part of the annual ACS “Make Strides for Breast Cancer” walk-a-thons held across the country and virtually.
Nearly 50 Osaic Financial Professionals, support staff, and home office employees joined together in the metro Atlanta area on July 9 to pack 200 summer meal kits—each kit provides breakfast, lunch, and snacks for one child for five days—in support of MUST Ministries. See how the Osaic Foundation can help make a difference in your community.
Catch up on the great work that Financial Professionals and Employees accomplished in 2023, read about the charitable commitments that recently received grants, register for the Face of America cycling challenge, meet the Foundation's newest Board member, and more.
