Since inception of the firm, CastleOak has donated over $4 million in charitable contributions and sponsorships. CastleOak, since inception, has regularly donated a portion of its profits in support of charitable and professional organizations.
We are proud of our partnerships with organizations whose missions align with our values and desire to be a positive catalyst for change within the communities we serve. To accomplish this, our giving back initiatives focus on our three main philanthropic pillars: education, professional development, and community empowerment.
We earmarked a portion of profits from our Money Fund share class product to donate to Management Leadership for Tomorrow (MLT) and are working through various touchpoints where members of our management team (and beyond) will donate their time to speak to the students they serve.
We have sponsored the PGA Works Collegiate Championship (PWCC) for several years. The event includes Beyond the Green, a career expo designed to educate and advance opportunities for talent from all backgrounds to pursue careers in the business of golf and beyond.
We do this through educational and professional development, community investment programs and the direct efforts of our employees. By aligning our educational and community investment strategies to our skills and experience as a company, the positive impact of our activity is much more than just a financial contribution.
In 2024, we increased our collective impact:
Employee Requested Donation Matching than 2023
Employee-Chosen Charitable Organizations
Total Employer-Matched Contributions
We have now assisted 12 diverse students in pursuing their dreams of higher education.
CastleOak employees participate in an annual Day of Service, with teams across all of our offices volunteering with charitable organizations in their local communities as part of our employees’ broader charitable efforts.
Our employees volunteered:
Different Organizations
Participation
CastleOak is proud to count some of the world’s most recognized brands and industry leaders amongst its client base.
For more information, contact our team.
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