Envestnet’s unified advice platform empowers advisors with better intelligence to help make financial wellness a reality for more people. We are committed to supporting the communities in which we live and work, focusing our efforts on education, financial literacy and helping those in need. We believe that compassionate action needs to be ongoing and sustained, and that giving back is integral to Envestnet’s culture and values of inclusion and respect for others.

This year, our charitable giving has adapted to support those impacted by the pandemic. COVID-19 has created a critical need for many individuals, families, and organizations across our nation, while also requiring us to be flexible in how we offer our support. The rise of social issues also illuminated the even greater need for action. We are so fortunate that our company and team members have been able to respond to the call, despite the circumstances, with a continued focus on four areas of need:

  • Signature Impact: Long-term partnerships in the places where we do business.
  • Annual Corporate Giving: More immediate needs within our communities.
  • Volunteering: Support for our employees engaging with organizations they’re passionate about.
  • Employee Charitable Matching: Matching employees’ charitable donations of up to $3,000 per employee to 501(c)(3) charities.

Signature Impact

This year we supported eight organizations with long-term partnerships. Of those eight are three new partnerships with Project Home, the Southern Poverty Law Center, and Americares, representing our effort to proactively align our impact with social issues of immediate and growing importance.

Aimed at providing a more predictable funding source, we pledged $1.9M to these organizations, an increase of $400k from 2019.

Annual Corporate Giving

Our annual corporate giving aims to provide immediate relief in the communities where we operate. This year, we donated $850k to 303 charitable organizations, including Golfers Against Cancer, West Valley Community Services, Australian Red Cross, Children’s Hospital of Chicago, the Royal Society for the Prevention of Cruelty to Animals, Black Girls Code, and many more.


Our Envestnet Cares Committees exist throughout our locations, using a dedicated budget and local employee teams to encourage and facilitate employee volunteer efforts. COVID-19 made in-person volunteering challenging for much of this year; however, employees continued to work in their communities to help those in need and make a difference. This year Envestnet increased volunteer time off (VTO) to three paid days per calendar year and broadened the definition of VTO to include civic activities that make a positive and meaningful impact.

Employee Charitable Matching

This year Envestnet matched employee donations up to $3,000, matching a total of $193k to 259 organizations. The program has grown steadily over the last two years, with employee giving increasing significantly:

  • 2018: $80k to 79 organizations
  • 2019: $135k to 262 organizations
  • 2020: $193k to 259 organizations

Additional employee matching programs are also established to support additional giving to charities in light of specific and urgent needs, such as the Australian brush fires and US food pantries.

We’re proud to share that since the inception of the donation matching program, we have matched $641,000 in employee giving to 888 organizations, for a combined total of over $1.2M in charitable donations. Envestnet Cares represents the heart of our team, and we look forward to continuing to expand our charitable efforts. For more on our 2020 activities, download our 2020 Charitable Giving Report.

The information, analysis and opinions expressed herein are for informational purposes only and do not necessarily reflect the views of Envestnet. These views reflect the judgment of the author as of the date of writing and are subject to change at any time without notice. Nothing contained in this piece is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.

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