Acumen Gives Intentionally

At Acumen Wealth Advisors, we are proud to sponsor and grant funds to local organizations focusing on underserved communities while valuing education, financial health, and uplifting our community.

We understand it takes all of us working together to truly make an impact. As such, we partner with organizations to improve lives and society as a whole by engaging in activities such as volunteerism and philanthropy. Our primary focus is on supporting education and human services with an emphasis on family.

How We Evaluate Grant Requests

Please complete the online funding application and upload required documents. If your company falls under our grant guidelines, we may reach out for further information to gather a more complete understanding before a final decision is made. In order to budget appropriately and maximize our giving efforts, we review all requests at two points throughout the year, September 30^th and March 31^st. Please submit by these dates for consideration.

Acumen Wealth Advisors will not fund the following:

Individuals seeking self-advancement
Discriminatory towards others based on race, religion, gender, etc
Religious, political, or government organizations
Organizations seeking advertisements/promotional support
Organizations that do not align with organizational priorities.

Funding Request Application

Funding Request Application Form

Your information

Name of the organization

Address of the organization

Address

City

State

Zip Code

First name contact person

Last name contact person

Phone number

Email address

Website of the organization

Your request

Amount of Request

Please provide a description of your organization’s mission and the population that you serve (500 words or less):

What is the primary need you intend to address with the funds requested?

What strategies will you implement to meet the need addressed above?

How is your organization structured to support the execution of this program/project?

How does this project/program benefit your community?

Is this is a new project/program? If so, what is the intended start date?

Why do you think Acumen Wealth Advisors would be a good partner for this request/organization?

Upload documents

Please upload the required documents.

Most recent annual report

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A listing of current Board Members

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Proof of registered 501(c)(3) non-profit status

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Most current 990 form

Choose File