Dear Friends of Montcalm,
We wanted to take this moment to send you our greetings and hope that you enjoy the last few weeks of this incredible year. At Montcalm, 2020 has been an opportunity for us to recommit to what is most fundamental. We have been expanding our offerings and refining our services to take the best possible care of our clients, our communities, and our planet.
Along those lines, we are honored to share news about Trevor TCR, our philanthropic partner. As you may know, I founded Trevor TCR in 2016 in honor of my son Trevor, to provide grants to organizations that help all people feel accepted and at home. With the deep introspection prompted by the events of 2020, we have been examining how we can leverage the partnership between Montcalm and Trevor TCR to advance humanity through healing and finance.
Trevor TCR: New Executive Director and Launch of Community Investments Program
We are grateful that Santhosh Daniel, longtime friend and visionary Advisor to Trevor TCR, has agreed to step into the role of Executive Director. Santhosh comes to us with extensive experience in creative communications and social impact ventures. Under his leadership, we have sharpened Trevor’s focus on the necessary cornerstones of vital, successful communities, including health, education, enterprise, and the arts. We believe every community has the power to be a vibrant place of ideas and economic empowerment, where all people are welcome and have the opportunity to succeed.
We are proud to announce our first round of grants under this new focus as Trevor TCR Community Investments. These inspiring recipients include Because International, Techtonica, Sister Hearts, The Adachi Fund, and Upaya Social Ventures.
Montcalm’s 1% and Trevor TCR
To further secure the future of Trevor TCR’s work, starting in 2021, Montcalm is committing 1% of gross revenue from our wealth management business to Trevor TCR. This has long been a vision of ours, and with our new direction, the right time is now.
Moving forward, we will continue to co-create ways the two organizations can work together. Stay tuned for news about Montcalm integrating personal investing with charitable impact, and please reach out if you are interested in being involved in this conversation.
As an example of this collaboration, you may enjoy hearing more about our upcoming workshop, Money Clarity: Investing for the Modern Age. This workshop is hosted by Montcalm and requests that participants donate to Trevor TCR in lieu of an event fee. If you would like to learn more and possibly register, we would love to have you join us!
If this work of economic empowerment resonates with you, please visit Trevor TCR and consider a year-end donation.
May 2021 be filled with growing abundance for all of us on this earth! Thank you for taking this journey with us.
Holly Ruxin and Team