Beauport Financial Services Announces New Milestone for Philanthropy in Action Initiative

Beauport Financial Services Announces New Milestone for Philanthropy in Action Initiative
Gloucester, MA — Beauport Financial Services today announced a new milestone for its Philanthropy in
Action Initiative, a long-term community-focused effort launched in 2024 with the goal of facilitating $100
million in charitable capital over 10 years. As the initiative enters its third year, momentum continues to
build through broad engagement with donors, nonprofits, and community partners.
As reflected on Beauport Financial’s website tracker, the Philanthropy in Action Initiative has now helped
facilitate $30,532,365.99 in charitable giving to nonprofit organizations and causes locally, nationally,
and internationally—representing meaningful progress toward its decade-long goal.
Philanthropy in Action was intentionally designed to extend beyond Beauport Financial’s client base. The
initiative focuses on educating nonprofit organizations and empowering them with the tools, language,
and strategies needed to engage donors more effectively—including donors who may not be Beauport
clients. Beauport Financial works collaboratively with nonprofits, community members, and donors alike
to help charitable capital flow more intentionally and sustainably.
“From the outset, this initiative was built to serve the broader philanthropic ecosystem—not just our
clients,” said David S. McKechnie, CLU®, CAP®, Managing Partner and Chief Investment Officer of
Beauport Financial Services. “By educating nonprofits and supporting donors across our community,
we’re helping charitable organizations have more meaningful conversations that lead to greater impact.”
“Philanthropy in Action is about removing barriers to effective giving,” said Derek J. Reed, CFP®, CLU®,
CAP®, Managing Partner and Financial Planner. “Whether someone is a Beauport client or not, we believe
access to education and strategic guidance strengthens nonprofits and helps donors give with
confidence and purpose.”
Through education, strategic charitable planning, and community collaboration, the Philanthropy in
Action Initiative supports nonprofits in articulating their missions and engaging donors in ways that align
generosity with long-term outcomes. Beauport Financial remains committed to supporting both
organizations and individuals who want to make a meaningful difference.
To learn more about the Philanthropy in Action Initiative visit:
Philanthropy in Action Initiative – Beauport Financial Services

https://beauportfinancial.com/community/philanthropy-in-action-initiative/