Heffernan Group Gives Back

Submitted by statecreative on Tue, 03/10/2015 - 23:22
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Our Commitment

The Heffernan Group has been involved in the community since its inception in 1988. In the past ten years, Heffernan has donated over $5.5 million to charity. The firm has been among the Top Greater Bay Area Philanthropists since 2003. The Heffernan Group believes giving back, whether through volunteer opportunities or donations, is a way to improve the communities where we live and work for the future.

Community Investment

The Heffernan Group averages $2,010 in donations per employee and we sponsor four official avenues for charitable giving:

  • Employee Matching – Employees are offered the opportunity to donate to a 501(c)3 charity of their choice each year and Heffernan will provide a dollar-for-dollar match.
  • Garee Lee Smith Scholarship Award – Each year, the Heffernan Foundation awards up to eight $5,000 scholarships to Heffernan employees and their extended family members. Garee Lee Smith was one of Heffernan’s first employees and was instrumental in establishing Heffernan’s family-friendly culture.
  • Volunteer Time – Each Heffernan employee is granted up to four paid days off per year, one day per quarter, to volunteer their time at a local nonprofit. Additionally Heffernan participates in the Insurance Industry Charitable Foundation’s Annual Week of Giving.
  • Grant Donations – Heffernan accepts applications for grants by invitation only on an annual basis. Grants to 501(c)3 nonprofits typically range from $2,500-$10,000.

Investment in Our Employees

The Heffernan Group is committed to providing a workplace that promotes and protects work-life balance for our employees. This supportive work environment has been recognized by numerous business publications, including:

  • Heffernan Insurance Brokers has been named a Top Corporate Philanthropist in the Bay Area by the San Francisco Business Times since 2003
  • Heffernan Insurance Brokers was ranked 35th Largest Broker of US Business by Business Insurance Magazine in 2014
  • Heffernan Insurance Brokers was ranked 16th Largest Independent Agency by Insurance Journal Magazine in 2014
  • Heffernan Insurance Brokers was named a “Healthiest Employers” honoree by the San Francisco Business Times, the Silicon Valley/San Jose Business Journal, the Portland Business Journal and the St. Louis Business Journal in 2012, 2013 and 2014
  • Heffernan Insurance Brokers was named a Top 50 Commercial Lines Leader by Insurance Journal Magazine in 2013
  • Heffernan Financial Services was named one of the Top 100 Retirement Plan Advisors by PLANADVISOR Magazine in 2014

Combining Wellness & Philanthropy

In 2014, Heffernan staff participated in the following philanthropic fitness events:

• Race for the Roses

• Race for the Cure

• Avon Breast Cancer Walk – San Francisco

• Light the Night

• Stair Climb

• Color Run

• Turkey Trot

• Heffernan Foundation Walk

• Petaluma Foot Race

Some of the 2015 events include:

• Color Run

• Race for the Roses

• ALS Walk

• Avon Breast Cancer Walk (San Francisco & New York)

• Stair Climb

• Turkey Trot

• Petaluma Foot Race

• Heffernan Foundation Walk

+3 Network Update

The +3 Network supports Heffernan’s ongoing efforts to combine philanthropy with workplace wellness. This web and mobile portal motivates participants by converting every healthy activity they complete into a charitable donation.

Since 2011, employees’ “sweat equity” has raised close to $200,000 which is donated to local nonprofits each year.

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