GIVING BACK
Our 10% Pledge
At Michael Oak Advisors, we believe success is measured not only in the results we deliver for clients but also in the positive impact we create beyond the investment world. Stewardship is at the heart of our philosophy, and that extends to how we reinvest in our communities.
Each year, we donate 10% of our gross revenue to support nonprofit organizations that are making a tangible difference in people’s lives.
Where We Focus
We direct our giving toward small and mid-sized nonprofits that:
- Fight poverty and expand economic opportunity
- Improve education and access to learning
- Support families facing addiction and recovery
- Provide shelter and solutions for homelessness
- Address mental health and illness with compassion
- Help families fighting medical or other emergencies with limited funds
- Assist families recovering from natural disasters such as wildfires, hurricanes, flooding, and other crises
Why Small and Mid-Sized Nonprofits?
- They are often overlooked by large-scale donors yet deliver outsized impact with limited resources.
- Our contributions can be catalytic, helping these organizations grow, scale, or sustain vital programs.
- Supporting smaller nonprofits aligns with our own boutique model: focused, high-impact, and purpose-driven
How We Give
- Annual review of potential nonprofit partners, prioritizing transparency, accountability, and mission alignment.
- Diversified giving across the priority focus areas above.
- Ongoing engagement to ensure contributions are meaningful and measurable.
This giving policy reflects the same principles we apply in our client work: independence, integrity, and purpose. By committing a fixed percentage of revenue, we hold ourselves accountable to ensuring philanthropy is embedded in our business model—not an afterthought.
