- CRS Form
At AJF we believe in creating a world that works for everyone. AJF Financial Services will make a one-time charitable donationi on 10% of fees earned from new money1 deposited into existing Client accounts, and for any new clients funding accounts between August 1st and December 31st 2020. AJF has selected five charities, listed below, that are relevant to three of the largest issues the world faces today, climate change, pandemics, and racial injustices. Please join our campaign by calling 212.779.0789, or visit our website and follow us on Facebook and LinkedIn.
1. COLOR OF CHANGE – Color of Change is a progressive nonprofit civil rights advocacy organization in the United States. It was formed in 2005 in the aftermath of Hurricane Katrina in order to use online resources to strengthen the political voice of African Americans.
2. Bend the Arc – Bend the Arc is uniting progressive Jewish voices across America to fight for justice for all.
3.No Kid Hungry – No Kid Hungry is a national campaign run by Share Our Strength, a nonprofit working to solve problems of hunger and poverty in the United States and around the world.
4. Environmental Defense Fund – EDF is addressing today’s most urgent environmental challenges by targeting issues that affect people around the world.
5. ACLU – The ACLU has evolved into the nation’s premier defender of the rights enshrined in the U.S. Constitution.
i One-time Donations will be made at the end of each calendar quarter after the billing cycle is complete for the period of the campaign. If you would like your donation to go to one or more of the charities selected by AJF please indicate the percentage prior to the end of each quarter. If you would like to donate to a charity of your choice, that must be communicated prior to the end of each quarter, with no more than 2 selections. If no choice is indicated your donation will be split equally amongst the five charities chosen by AJF Financial Services, Inc.
1 New Money on existing clients is defined as deposits in excess of withdrawals over the period from August 1st through December 31st 2020. Amounts will be prorated based on the date of deposit and adjusted for the performance of the portfolio. New money also excludes deposits on 401k plans in existence prior to August 1st, 2020.
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*Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through AJF Financial Services Inc. an SEC Registered Investment Advisor which is not affiliated with APFS.