A philanthropic initiative of Concurrent Investment Advisors
Our Misson
Concurrent Cares aligns all its charitable donations with the same mission that drives our business every day. We strive to be advocates for meaningful impact, which holds even more true with the charitable organizations we support and partner with.
What We Do
At Concurrent, making an impact goes far beyond business. Through Concurrent Cares, we give back by contributing our time, resources, and expertise to causes that matter. Our efforts are focused on three core areas that reflect our values and strengthen our communities.
Volunteering
- A November For Others engages our entire firm in local community service.
- Both Home Office and Regional teams are encouraged to participate in volunteer efforts year-round.
Charitable Giving
- We support qualified 501(c)(3) organizations through a structured donation process.
- Both advisors and employees can submit organizations for donation consideration.
- Concurrent Cares offers dollar-for-dollar donation matching for approved submissions.
- A dedicated committee reviews and approves donations to ensure meaningful impact.
Financial Education
- We believe financial literacy is a powerful tool for empowerment.
- We partner with a variety of organizations to support financial education initiatives.
Spotlight Story: Building Bikes, Building Hope
In January, during our Trailblaze conference in Tampa, our team rolled up their sleeves to support a mission that moves, literally. As part of our ongoing commitment to community impact, Concurrent partnered with OnBikes to build and donate 50 brand-new bicycles for children supported by the Children’s Cancer Center.
OnBikes is a Tampa-based 501(c)(3) nonprofit dedicated to restoring the confidence, health, and joy of underserved kids by providing bikes to those who need them most. This includes homeless youth, foster teens, and children facing health challenges.
From turning wrenches to tightening handlebars, every Concurrent team member played a part in bringing a bit more freedom and happiness to kids in our community. It was a morning full of teamwork, purpose, and a few grease stains; one we won’t soon forget.
To learn more about OnBikes and their incredible mission, click here.
November For Others
National Volunteer & Donation Month
This fall marks the launch of November For Others, Concurrent’s inaugural company-wide initiative dedicated to volunteering and charitable giving. Throughout the month of November, Concurrent employees and advisors from across the country will participate in a friendly competition focused on making a real difference in the communities we serve.
How Our Teams Are Giving Back:
- Organizing local Toy Drives and Food Drives to support families in need
- Volunteering with organizations like Junior Achievement to promote financial literacy
- Sharing their efforts through photos, videos, and stories on LinkedIn
- Tracking volunteer hours, donations, and engagement to showcase collective impact
The Giving Process
Concurrent Cares makes it easy for employees and advisors to support meaningful causes through a structured, transparent donation process. Whether you’re nominating a local nonprofit or requesting a donation match, here’s how it works:
Donation Request Timeline
1. Submit
your organization and request form.
2. Committee
reviews the application and evaluates eligibility.
3. Decision
is shared with the requestor.
4. Funds
are processed and the donation or match is issued.
Meet our Charitable Giving Committee
To ensure transparency, fairness, and a variety of perspectives, Concurrent formed a Charitable Giving Committee made up of team members from across the organization. Each member plays a key part in guiding our donation strategy and ensuring it aligns with our mission.
The committee meets regularly to review requests, discuss impact, and make thoughtful decisions about where our support can make the greatest difference.
Home Office Chairperson
Neelab Naibkhyl
VP, Marketing & Communications
Finance Chair
Bo Ellison
Managing Director, Chief Financial Officer
Transparency & Impact
At Concurrent, transparency is more than a best practice. It is a value that guides every decision we make through Concurrent Cares. Every donation is carefully tracked, documented, and reviewed to ensure it reflects our mission and delivers meaningful impact.
We keep detailed records of all funding decisions and make it a priority to communicate both our process and our results. Our goal is not only to give back, but to inspire others by showing the difference our efforts can make.
Updates about the organizations we support, the volunteer work we do, and the outcomes we help create are shared regularly through internal newsletters, company presentations, social media, and our website.
By staying transparent, we build trust. By sharing our stories, we build momentum.
Stay updated
Concurrent Cares is powered by the passion and commitment of our people. Whether you are nominating a cause that matters to you or helping us share our story, your involvement helps create lasting impact. Every step forward counts, and you can start right here.
