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Learning From a Legacy – 2026

Philanthropic Giving

January 15, 2026

“Philanthropy is commendable, but it must not cause the philanthropist to overlook the circumstances of economic injustice which make philanthropy necessary.”1

On January 19, America celebrates the legacy of Reverend Dr. Martin Luther King, Jr. In addition to his well-known civil rights activism, Dr. King was a proponent of financial literacy, identifying financial independence as a source of freedom. He believed that social inequality was driven by poverty, and he encouraged his audiences to bolster their aspirations with sound economic principles: understanding debt, spending wisely, and not competing with one’s neighbors through excessive materialism.

The Moneta Charitable Foundation focuses on financial literacy and economic access, in alignment with Dr. King’s advocacy. Our team members volunteer in classrooms and partner with nonprofits across the country that teach healthy money habits, supporting practices that will last a lifetime.

In 2026, we will continue to actively support financial education and asset-building in our communities. A purposeful and purpose-filled commitment.

1 Strength to Love, 1963


© 2026 Advisory services offered by Moneta Group Investment Advisors, LLC, (“MGIA”) an investment adviser registered with the Securities and Exchange Commission (“SEC”). MGIA is a wholly owned subsidiary of Moneta Group, LLC. Registration as an investment adviser does not imply a certain level of skill or training. The information contained herein is for informational purposes only, is not intended to be comprehensive or exclusive, and is based on materials deemed reliable, but the accuracy of which has not been verified. Trademarks and copyrights of materials referenced herein are the property of their respective owners. Index returns reflect total return, assuming reinvestment of dividends and interest. The returns do not reflect the effect of taxes and/or fees that an investor would incur. Examples contained herein are for illustrative purposes only based on generic assumptions. Given the dynamic nature of the subject matter and the environment in which this communication was written, the information contained herein is subject to change. This is not an offer to sell or buy securities, nor does it represent any specific recommendation. You should consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. An index is an unmanaged portfolio of specified securities and does not reflect any initial or ongoing expenses nor can it be invested in directly. Past performance is not indicative of future returns. All investments are subject to a risk of loss. Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets. These materials do not take into consideration your personal circumstances, financial or otherwise.

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