Charities
Our staff is passionate about supporting non-profit organizations in our community and beyond. Learn more about the charities Southwest Investment Advisors supports and why each one was nominated by our staff.
Tucson Refugee Ministry
“About 1300 refugees come to Arizona every year, seeking relief from conflict and trauma in their home countries. Tucson Refugee Ministry welcomes them and connects them with other local organizations so that they have resources and a community as they adjust to a new life in a new home.”
–Alix Kusler, CWS® | Financial Advisor
Learn more about Tucson Refugee Ministry here.
Lapan Sunshine Foundation
“The Lapan Sunshine Foundation provides students from underserved communities with scholarship, mentorship, access to opportunities and support for overlooked additional needs. This supports students with a true desire for education and prepares them for obstacles and challenges. Often most of these students have little family support.”
– Rick Zich, CEPA®, MBA | Financial Advisor
Learn more about Lapan Sunshine Foundation here.
Teen Challenge Arizona
“Teen Challenge offers 12-18 month residential programs to help people live drug-free lives. I’ve met many people in their program who are successfully navigating the road to living addiction free. Marriages and families have been restored through their approach, which reports an 86% success rate 7 years after graduation.”
– Dave Bowen, CFP® | Financial Advisor
Learn more about Teen Challenge Arizona here.
Make Way for Books
“I am proud to support Make Way for Books. This local organization empowers over 30,000 children, parents, and educators annually with vital literacy resources, shaping both individual lives and our community’s future. Their commitment to creating and supporting language-rich environments speaks to the core of why I believe in their cause.”
– Douglas Riegger, Financial Advisor
Learn more about Make Way for Books here.
Pet Allies Clinic
“Local no kill animal shelter that offers low cost spay/neuter and shot clinics. This shelter helps local animals in the Show Low community find loving foster and furever homes!”
– Lacey Rogers, Client Services Assistant
Learn more about Pet Allies Clinic here.
Lend A Hand Senior Assistance
“I chose to support this non-profit organization because not everyone has a support system willing to actively participate in their elderly family member’s lives when they really need it most. Having services available to transport to doctors visits or provide food when they are unable to cook or go to the grocery store is a necessity, not a luxury. Lend A Hand doesn’t only provide services to the elderly, they also assist individuals with special needs. This non-profit resonates with me because throughout my life I have encountered well deserving people that could really benefit from a helping hand.”
– Stephanie Hilton, Client Services Assistant
Learn more about Lend A Hand Senior Assistance here.
Casa de los Niños
“Casa de los Niños supports families so every child can be raised in a healthy home. Last fiscal year, their programs served over 8,000 kids and over 200 families, which is a testament to the great need. The effort and dedication of over 250 employees creates an enormous positive impact for the families that they serve.”
– Shelby Penrod, Client Services Assistant | Event Coordinator
Learn more about Casa de los Niños here.
Healing Arizona Veterans
“Healing Arizona Veterans (HAV) is a non-profit that uses donations to sponsor the treatment of military veterans suffering from wartime Traumatic Brain Injury and Post Traumatic Stress Disorder. HAV receives donations to cover the costs of this critical and life-changing treatment at a time in the lives of these veterans when they can least afford it.”
– Annette Tate, Adminstrative Assistant
Learn more about Healing Arizona Veterans here.
Tucson Festival of Books
“Reading and writing are my hobbies outside the office. The Tucson Festival of Books’ (TFOB) vision is to increase literacy and education in our community, which something I’m passionate about. TFOB is one of the largest book festivals in the US and is free of charge to the public. I love seeing readers of all ages celebrate the joy of books together.”
– Sarah Porter, FPQP™ | Lead Paraplanner
Learn more about the Tucson Festival of Books here.
Beta Phi Chapter of Sigma Chi
“As an alumni member of the Beta Phi Chapter of Sigma Chi, I support the Sigma Chi Foundation and The Thomas Cowan Bell Chapter Challenge. My donation ensures the chapter at the University of Arizona receives the best available education benefits provided to Sigma Chi chapters internationally, helping future leaders make a greater impact on campus and in our community.”
– Jacob Brown, Paraplanner
Learn more about the Beta Phi Chapter of Sigma Chi here.