Helping those in every community we serve.
Since 1987, we have sought to improve the places where we live and work by partnering with and giving back to area charities, philanthropies and civic groups. Many of our principals and staff members volunteer or have active leadership roles in a number of organizations vital to our local communities, including:
Wescott Financial is a proud supporter of The Barnes Foundation’s Corporate Council program, which provides vital funding for K-8 educational programs for underserved students in the School District of Philadelphia and the surrounding communities. Grant Rawdin, Founder and CEO, recently became a member of the Foundation’s Professional Advisors Council, deepening the firm’s involvement in Philadelphia’s cultural community.
The mission of the Barnes Foundation, which dates back to its founding in 1922, is the “promotion of the advancement of education and the appreciation of the fine arts.” In furtherance of its mission, the Barnes Foundation promotes appreciation of the arts and horticultural science, through the preservation, presentation, and interpretation of the collections of Laura L. and Albert C. Barnes. The Foundation engages diverse audiences through its exceptional collections and related high-quality programs, built upon the founders’ innovative educational vision of transforming lives though the arts and horticulture.
Susan Green, a Financial Advisor with Wescott, has been a long-time volunteer with Camp No Worries. For one week every summer, she graciously donates her time to serve as a camp counselor, giving children with cancer and their siblings time to relax, have fun and forget about their troubles.
Camp No Worries is a program of the YMCA of Burlington and Camden Counties. All campers are dealing with a diagnosis of cancer in some way, whether they are patients, survivors, siblings or bereaved siblings. Run completely by dedicated volunteers, the Camp is a non-profit organization that receives funding through financial support of community organizations, businesses, foundations and individuals. At Camp No Worries, pediatric oncology nurses, social workers, child life specialists, cabin counselors, program heads and other camp staff are selectively chosen for their experience with and enthusiasm for working with children with cancer.
Dave Lafferty, Partner and Senior Financial Advisor, and Stephanie James, Senior Financial Advisor, are both committed members of The Center for Grieving Children. Dave proudly serves as Chair of their Board of Directors, while Stephanie serves as Chair of their Young Professional Board.
A place of healing and hope for children and families, and a resource for professionals who care about children, The Center for Grieving Children is a safe and caring place where young people and their families who are grieving a death can find help to grow through the healing process. The organization’s work is based on a deep respect for the individual’s experience of grief, the healing potential of peer group support, and the value of adult mentoring.
Partner and Director of Business Operations, Margie Abrams, serves on the board of Discovery Ministries, Inc., a non-profit organization in Mullica Township, New Jersey. She chairs their annual dinner and supports other events that raise awareness and funds for Discovery.
The organization’s mission is to provide retreats in an atmosphere of love and acceptance where participants can experience God’s healing and can discover the Christ within themselves. Their hope is that these encounters will empower participants to use their gifts to strengthen family bonds and to serve their local church and community. Discovery Ministries also reaches out to families with special needs, handicapped children, and chronically ill children and adults and their families by providing social, recreational and spiritual experiences; providing a respite, a “home away from home” for those in need of support.
Sandy Goodstein, Managing Director and Senior Financial Advisor, is a past treasurer of Legacy Youth Tennis and Education, and currently serves on their advisory board. Founded in 1952 by William J. Clothier, the organization prepares young people—especially those from under-resourced families and communities—for success as individuals and as active, responsible citizens through innovative tennis, education, life skills and leadership development programming.
Founded in 1980, Maternity Care Coalition’s mission is to to improve maternal and child health through programs like Early HeadStart, MoMobile, and Cribs for Kids. Karen McIntyre, Managing Director and Senior Financial Advisor, is a proud member of the organization, serving on their finance committee.
Maternity Care Coalitions’s goal is to ensure a future in which all families receive solid support throughout the critical period of pregnancy through age three in a manner that enables lifelong health and well-being.
Wescott team members, Matt Regan, Stephanie James, Susan Green, Karen McIntyre, Helen Andrick, Margie Abrams, Maja Banas and Katelyn Friel, donate an hour of their time each week to read with young students through the Philadelphia Reads program.
The organization was formed to enhance the literacy experiences of Philadelphia’s students in kindergarten through third grade, ensuring that they will be able to read well and independently. Philadelphia Reads works with individuals, schools, community and faith-based organizations and businesses to provide mentors, resources and advocacy for in-school, after school and summer programs. Together, these partners and Philadelphia Reads help to strengthen the literacy skills of Philadelphia’s youngest and neediest school children.
Grant Rawdin, Founder and CEO, currently serves as a member of the Board of Visitors of the Temple University Beasley School of Law, and as President of the Law School Foundation. He has also been inducted into Temple University’s Gallery of Success, an elite group of alumni who have established notable careers in their fields of study.
Temple University Beasley School of Law is committed to excellence in teaching, scholarship and service. The faculty is dedicated to preparing students to enter and continue in the legal profession with the highest level of skill possible, with a firm commitment to principles of professional responsibility, and with a sense of personal obligation to lead and to serve the communities in which they live and practice. The Law School is dedicated to its traditional ideal of making opportunities for legal education accessible to talented students who might otherwise not have the opportunity and those who might encounter barriers due to race, creed, gender, disability, sexual orientation, gender identity, age, socioeconomic background or other personal characteristics. The Law School seeks to maintain and strengthen its longstanding tradition of accessibility and diversity in order to pursue the goals of excellence in higher education and equal justice under the law.
Grant Rawdin, Founder and CEO, is a proud supporter of the annual charity wine auction, Uncorked for Kids, donating his time and bottles from his beloved wine collection to the event. The charity raises funds to provide health and nutritional programs for children and their families in the Philadelphia area. Proceeds from the events enable non-profit organizations The Food Trust and Drueding Center to partner, ensuring that formerly homeless women and their children can build the foundation for a healthy life.
Wescott Financial is a proud supporter of the United Way. Through fundraisers and donations, Wescott team members are dedicated to supporting this nonprofit organization that focuses on identifying and resolving pressing community issues.
The United Way’s intent is to make positive changes in communities through partnerships with schools, government agencies, businesses, the faith community, and other institutions. Education, income and health are the main issues United Way focuses on, but these vary due to local need.
Grant Rawdin, Founder and CEO, served as Chair of the Board for Urban Affairs Coalition, whose mission is to improve life’s chances for young people, low-income families and businesses by creating economic opportunities and strengthening non-profits in urban communities. UAC runs, or partners, in more than 70 substantive programs and has an annual budget over $30 million to accomplish its mission. It unites government, business, neighborhoods, and individual initiatives to improve the quality of life in the region and solve emerging issues.
Discover if your financial plan reflects your life goals.
Take the Quiz ›