Broker Check

Requesting a Silent Auction Donation

<strong element-id="23">Giving Back</strong>

Giving Back

Our team believes in the importance of giving back to the communities around us. We also don’t hide the fact that we meet some of our favorite clients within charitable circles, because of our shared values.

Many not-for-profit organizations host Silent Auctions as part of their key fund-raising events. We are honored to help support these organizations by offering a Retirement & Investment Analysis (worth $1,500). 

To date, our team has raise upwards of $24,000 for charities near and far. A donated Retirement & Investment Analysis sells for an average of $250 at auction, with a typical starting bid of $100.

If you are interested in requesting a donation for your silent auction, read below!

Sample Donation Details 

Want a peek at the donation details and collateral? See below:


Donation Details & Requirements

Included in this donation:

  • A description flyer that can be used as a display item (fits into an acrylic document frame, not provided).
  • A certificate for the winner detailing instructions to claim this package. 
  • Optional donation details in a digital "copy/paste" format, for organizations hosting an online auction.

Charitable organizations must meet the following criteria to qualify for a donation of a Retirement & Investment Analysis:

  • The benefiting organization must be predominately a not-for-profit entity, providing services without discrimination based on: race, national or ethnic origin, sex (including pregnancy, sexual orientation, or gender identity), spiritual beliefs, primary language, disabilities or family structure.
  • Donations are to be used for a Silent Auction of a fund-raising event.
  • Only one donation can be honored per year. However, if it does not sell at the first event, it may be used for another event in the same year.
<strong>Requesting a Financial Analysis Donation</strong>

Requesting a Financial Analysis Donation

To request a silent auction donation of a Retirement & Investment Analysis, please submit a request HERE.

You may also contact us for more information and/or make a request verbally. Get on our calendar at your convenience HERE