June 20, 2024
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Financial Adviser Helps Sharsheret Obtain $10,000 Grant

(Courtesy of Steward Partners) Sorah (Sherry) Birnbaum, CFP®, CPWA®, partner, senior vice president-wealth manager with the Paramus office of Steward Partners Global Advisory, LLC, was instrumental in helping Sharsheret, a national nonprofit organization working to improve the lives of women and families living with or at increased genetic risk for breast or ovarian cancer, obtain a $10,000 grant to continue their important work.

Sharsheret was one of 16 nonprofits out of hundreds of applicants selected by the Raymond James Charitable board of trustees to receive a grant for the 2021 funding cycle of the Raymond James Charitable Grant Initiative. As a partner with Raymond James Financial, Raymond James Charitable is a 501(c)(3) nonprofit organization whose mission is to strategically invest in the communities it serves.

“I’m extremely grateful that such a worthy cause was the recipient of this wonderful grant because coming out of the pandemic, there have been many more diagnoses of breast and ovarian cancer because women did not go to get screened. I am proud to be part of the process that led to them receiving this extra grant,” said Birnbaum. “It’s a privilege to be associated with Raymond James, which undertook this beautiful grant initiative. It exemplifies what a fine organization Raymond James is and how they are so community-minded.”

In addition to being a Certified Financial Planner™, Birnbaum recently qualified for advanced certification as a Certified Private Wealth Advisor® through a course of study with Yale University and the Investments & Wealth Institute. “As a financial planner, I’ve long made addressing charitable giving a key part of my practice,” she explained. “In addition to focusing on clients’ investment objectives, we also work on next generation wealth transfer and education on handling wealth and being philanthropic with that wealth, so that it lasts more than a generation or two.”

When she learned of the Raymond James Charitable Grant Initiative, Birnbaum started asking clients for suggestions as to who might be a worthy recipient, and Debbie Rosalimsky, who was familiar with their efforts, suggested Sharsheret.

Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC). Steward Partners is one of the country’s fastest growing independent wealth management firms and ranked No. 24 on Barron’s list of Top RIAs in 2020. The company was recently chosen as one of the Top Workplaces by The Washington Post and was also named to the 2021 Greater Washington Area Best Places to Work list, an annual awards program presented by the Washington Business Journal, marking the fifth consecutive year the company has been awarded this honor.

Raymond James Charitable is committed to strategically investing in the communities it serves by supporting the work of local nonprofits to expand opportunities and improve the quality of life in localities across its national footprint. More information about the Raymond James Charitable grants and a full list of recipients is available at www.raymondjamescharitable.org/grant-initiative.

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