What The Humphreys Group Does to Give Back

At The Humphreys Group, we strongly believe in living our values, and one of our core values is generosity. Not only is giving back beneficial to our communities, but it can also enrich our lives and contribute to our overall sense of satisfaction and fulfillment.

We strive to always give back through the three Ts; time, talent and treasure.

Time

Over the years we have consistently dedicated our time to various hands-on community organizations, but one that we keep coming back to is St. Anthony’s. St. Anthony’s is an organization that provides meals, clothing, resources, and shelter for the underserved and hungry in San Francisco. Our team has volunteered on several occasions in the dining room, serving lunch and talking with those who come to eat one of the thousands of meals served each day.

Some other organizations we have volunteered with include Native Plant Nursery in the Presidio, where we’ve repotted seedlings and pulled weeds, and Project Open Hand, where we’ve made PB&J sandwiches and sorted groceries.

It’s always a treat to be able to volunteer our time in meaningful ways that positively impact the communities we call home.

Talent

In addition to donating our time, we are lucky to have opportunities to utilize our talents by providing pro bono financial planning services to several Bay Area organizations. We work with a few different programs and centers that focus primarily on domestic violence prevention and providing safe spaces to survivors, including Shalom Bayit, San Francisco Safe House and La Casa de Las Madres.

Additionally, we participate in San Francisco Financial Planning Days, which provide an opportunity for those with financial planning concerns who haven’t had the means or opportunity to consult a professional and have their questions addressed.

Treasure

Last but not least, we make contributions to nonprofit organizations on behalf of our clients to celebrate milestones in their lives, as well an an annual year-end holiday donation in honor of all our clients. The organizations we choose reflect our vision and values, as well as our commitment to women’s issues.

Past recipients have included:

By getting out of the office and donating our time and resources, we challenge ourselves to try new things and get out of our comfort zones. Engaging with a broader slice of the community allows us to really step back and put things in perspective. In turn, we’re better able to meet our clients wherever they may be on their path to financial stability and empowerment, and to work with them to achieve their goals. To get started with us, we invite you to give us a call.

Diane Bourdo, CFP®
Diane Bourdo, CFP®

Diane Bourdo is the President of The Humphreys Group. Diane has dedicated her life’s work to helping women make smart financial decisions. For nearly 30 years, she has developed investment management and financial planning strategies that allow her clients to create lives that reflect their values. Diane was named an InvestmentNews 2020 Women to Watch and has been recognized in Forbes, SF Chronicle, NY Times and more for her work and writing.

Diane Bourdo, CFP®
Diane Bourdo, CFP®

Diane Bourdo is the President of The Humphreys Group. Diane has dedicated her life’s work to helping women make smart financial decisions. For nearly 30 years, she has developed investment management and financial planning strategies that allow her clients to create lives that reflect their values. Diane was named an InvestmentNews 2020 Women to Watch and has been recognized in Forbes, SF Chronicle, NY Times and more for her work and writing.

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