Where Care Meets Community
At Beauport Financial, giving back isn’t just something we do—it’s a core part of who we are. We believe in the power of philanthropy to transform communities, and we are committed to making a lasting impact. Now, we invite you to join us in this mission.
Introducing: The Philanthropy in Action Initiative
In early 2024, we launched the Philanthropy in Action Initiative with an ambitious goal: to help raise $100 million in charitable capital over the next decade for organizations across Cape Ann and the North Shore.
%
Total Currently Raised of $100 Million
How We’re Making It Happen
We work with our clients and community members to show them how philanthropy can be seamlessly integrated into their financial plans. Everyone’s financial situation is unique, and we take the time to identify the most practical and beneficial ways for you to give—aligning generosity with your personal and financial goals.
Beyond individual planning, we are also dedicated to equipping nonprofit executives with the knowledge and tools they need to guide their donors in maximizing their charitable impact.
One of the biggest concerns people have when considering charitable giving is ensuring their loved ones are financially secure. But what if you could see your entire financial picture laid out—knowing with confidence that your family is cared for and that you have the ability to make a meaningful philanthropic impact?
Many are surprised to learn just how much they can give—without compromising their own financial security. Whether through strategic giving, legacy planning,or innovative philanthropic tools, we’re here to help you explore the possibilities.
We offer a free, no-obligation consultation to help you understand how philanthropy can fit into your financial plan in a way that works for you.
Be Part of the Change
Join us in making a difference. Together, we can create a stronger, more vibrant community—one act of generosity at a time.