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Our Commitment to Our Community

We all deserve the chance for a life of security, faith, family, friends, and prosperity. That’s why Playfair Planning Services is committed to helping create a community of equality where everyone has the opportunity to pursue their dreams.

While we are passionate about many causes, the Black Lives Matter movement has highlighted with devastating clarity just how imperative it is to focus on our fight against racism.  

GivingTuesday - Read 718

This year for GivingTuesday, I am fundraising for READ 718, a Brooklyn literacy nonprofit doing great work on behalf of kids reading below grade level. Please consider supporting this terrific organization:

Internal Initiatives 

We are inspired by the Harvard Business Review article U.S. Businesses Must Take Meaningful Action Against Racism, and we are committing to internal change with the following action plan:

This list is by no means exhaustive, but our immediate steps are:

  • Mandatory anti-bias and anti-racism training for our diverse internal team beginning on June 19th. Juneteenth is an American holiday commemorating the end of the enslavement of black people in 1865 and will become a marker in our firm's history to combat racism.
  • Increased scrutiny, due diligence, and accountability of our vendors and external strategic alliances about their commitment to anti-racism. 
  • Supporting an increased inflow of fundraising dollars to organizations that improve the condition of black families.

Not-For-Profit Initiatives

Our not-for-profit efforts draw from the HEMS standard used in estate and trust planning to identify and found charities with missions that enhance the health, education, maintenance, and support of black people.


The Financial Implications of Slavery Heritage (FISH)

I recently founded FISH with other black financial professionals across the United States who share similar urban offices where concentrations of black people reside. Our goal is to educate the public and empower financial well-being. FISH 

  • Explores the price of poverty and privilege on American families
  • Educates Americans about how to leverage today's capital markets that took root in slavery
  • Narrows the financial inequity gap of all Americans with financial literacy and personal responsibility programming 

The Girl Scout Council of Greater NY

While we continue to vet other not-for-profit organizations, we hope that you join us now in support of The Girl Scout Council of Greater NY. It’s the only Girl Scout Council serving a 100% urban population, with over 70% of girls representing underserved neighborhoods or black girls. Their programs check all four HEMS boxes with opportunities to learn about leadership, inclusion, entrepreneurship, STEM careers, nature, and so much more. Like Playfair Planning Services, GSGNYC is not merely issuing a statement; they are making a change.

Donate to the positive change!