We are proud of our successes in this regard, but more than that we are inspired by our clients to also find productive and meaningful ways to give back to the causes and communities that allow us to do meaningful work that we’re passionate about. Ultimately we know the planning work we do with clients today could make a difference for many long after our work with that client is done.
At WealthPilot Financial, we practice in our own lives what we encourage those we serve to apply in theirs.
Our History of Charitable Events:
WealthPilot Cares Events 2021
WealthPilot Cares Events 2022
June 2023
In June, we supported The Magical Mila Foundation.
The Magical Mila Foundation was established in 2019 by Dan and Jessica Roomberg, the loving parents of 17-month-old Mila Gray Roomberg, who lost her life due to a rare manifestation of NF1. Dan and Jessica experienced what they now know were a few preventable hardships during Mila’s medical journey. After she passed away, they channeled their overwhelming grief and brainstormed a way to honor her brief but magical life, by taking what they learned and empowering parents and family members of other young children like Mila, who often need to make complicated decisions during hospital stays and doctors visits.
May 2023
In May, we supported the 11th Annual Golf Outing to Fund Campus Programs at Penn State Great Valley.
Penn State Great Valley School of Graduate Professional Studies extends the resources and reputation of one of the nation’s leading research universities to the greater Philadelphia area. PSU Great Valley offers master’s degrees and graduate certificates in business, big data, engineering, finance, healthcare, leadership, and technology.
April 2023
In April, we supported the Hillsborough YMCA. Additionally, thanks to the Lincoln Foundation, we have secured a matching gift to double the impact of our donation.
The “Y” is made up of diverse people working side by side to strengthen communities. The organization works to ensure everyone, regardless of gender, income, faith, ability, sexual orientation, ethnicity or cultural background, has the opportunity to live life to its fullest.
https://bit.ly/3HAPoAz
March 2023
In March, we supported the Order of Malta Lourdes Endowment Fund. Additionally, thanks to the Lincoln Foundation, we have secured a matching gift to double the impact of our donation.
“Central to the life of the Order of Malta is our service to the poor and sick, who we affectionately refer to as “Malades”. Our commitment manifests itself in our annual pilgrimage to the site of 17 appearances of our Blessed Mother to Saint Bernadette in Lourdes, France. This is the Order’s signature project in which 350 pilgrims bring 45 Malades with their companions each May.”
February 2023
In February, we supported Penn State's Dance Marathon (THON). Additionally, thanks to the Lincoln Foundation, we have secured a matching gift to double the impact of our donation.
THON™️ is a student-run philanthropy committed to enhancing the lives of children and families impacted by childhood cancer. Their mission is to provide emotional and financial support, spread awareness, and ensure funding for critical research—all in pursuit of a cure.
https://bit.ly/3Zex0al
January 2023
In January, we supported Habitat for Humanity Philadelphia. Additionally, thanks to the Lincoln Foundation, we have secured a matching gift to double the impact of our donation.
Habitat for Humanity Philadelphia is an independently chartered affiliate of Habitat for Humanity International (HFHI), the largest nonprofit homebuilder worldwide. Locally, their mission is to transform lives and the city by building and repairing homes in partnership with families in need and uniting all Philadelphians around the cause of affordable housing. Their vision is a city where all Philadelphians live in safe, affordable homes.