Charitable Foundation

Impact in Motion

The work of the Moneta Charitable Foundation (MCF) reflects our firm’s values and practices.

The Foundation is funded entirely by our employees’ donations and supported by their generous volunteer hours.

Moneta Charitable Foundation

celebrates 25 years of impact in 2024, and we’re just getting started!

We collaborate on initiatives that focus on economic empowerment and access, and we support organizations that help our communities thrive.

SINCE 1999:

Community
Organizations
Funded

$ 0

Total
Donations

IN 2023:

Organizations
Funded

$ 0

Total
Donations

Boosting economic empowerment is a priority for MCF. We think everyone should have access to knowledge and real-world skills that enable

smart decision making. To that end, we’re collaborating with a number of nonprofits to deliver education and training, including:

EVERFI, Inc.

EVERFI is a national organization that enables educators to bring real-world learning into the classroom at no cost to the school district. Moneta sponsors EVERFI’s Financial Literacy program, teaching students how to make wise financial decisions.

2023-24 Academic Year: 25 Schools

5 Regions: St. Louis, Denver, Chicago, Kansas City & Worcester

Justine PETERSEN (JP)

JP is a nonprofit Community Development Financial Institution (CDFI) that provides financial services for individuals who may lack access to traditional banking services due to insufficient credit history. By partnering with organizations the support under-resourced communities, MCF is creating positive social impacts beyond a financial return.

Loan Amount: $100,000
(part of collective pool of $38M)

100% of Loans to Low- & Moderate-Income Borrowers

Junior Achievement (JA)

JA inspires young people to succeed in a global economy through fun and engaging lessons. Moneta employees volunteer in classrooms to teach students economic skills.

Students Reached in 2024: 202

Moneta Volunteers: 20