Broker Check

Charitable Giving

Sequoia wealth advisors is proud to work with and actively support the following non profit organizations, if you are a non profit organisation or a board member looking for investment or stock clearing services as well as fundraising or donor appreciation advice please contact us to learn more. 


Perform Random Acts Of Financial Kindness Generosity will lift your spirit and give you a new appreciation for the purpose of money. Use your finances to surprise other people and love them in random, generous ways.  It may mean holding off on your other spending, but you’ll love what happens inside you as you give to the people you love. 

Sequoia Charity Foundation, supporting local non-profits here in San Jose and Santa Cruz as well as schools, communities, and animal rescue in Peru.

Our Process
Our History
Our Values

Grey Bears is a Santa Cruz based organization striving to improve the health and wellbeing of seniors through food distribution, volunteerism and community participation. Their many programs include the Brown Bag Program, Recycle & Repurpose, Eat-Move-Learn, and Earth Tubs composting. Grey Bears has been the recipient of many awards for their recycling and sustainability operations, including the 2015 Aptos Chamber Organization of the Year.

Learn more about Grey Bears at:

Homeless Services Center (Santa Cruz) seeks to end homelessness with permanent housing by providing emergency shelter to 46 adult men and women in an environment structured to provide transitional services. HSC also operates a Recuperative Care Center, which serves up to 12 homeless adults each night who have been discharged from the hospital, providing meals, housekeeping, security, medication management support, clinical social work and housing case management. Their Rebele Family Shelter provides emergency shelter for up to 28 households with children (approximately 90 individuals).

Learn more about the Homeless Services Center at:

The Nike Animal Rescue Foundation (NARF) is a non-profit, all volunteer organization founded in 1985 in San Jose, California. They rescue and care for abandoned, feral, and unwanted pets.

Approximately 95% of the donations go directly to the care of animals in need.

Learn more about NARF at

Founded in 1986, the Multidisciplinary Association for Psychedelic Studies (MAPS) is a 501(c)(3) non-profit research and educational organization that develops medical, legal, and cultural contexts for people to benefit from the careful uses of psychedelics and marijuana.

Learn more about MAPS at:

Silicon Valley FACES is a non-profit organization serving Silicon Valley for over 45 years to build a community free of bias and bigotry and violence. In Fiscal Year 2013, they provided educational programs to over 4,300 students and served over 9,000 victims of violent crime.

Their programs include victim witness assistance, camp everytown, building connections, extremes of hate, and common ground enrichment institute.

Learn more about FACES at

Founded in 1972, Second Harvest Food Bank Santa Cruz County was the first food bank in California and is the second oldest in the nation. They began by distributing food from a parking lot in Santa Cruz to groups operating the Breakfast for Kids program.

Second Harvest’s mission is to end hunger and malnutrition by educating and involving the community. Through their network of more than 200 agencies and programs and over 3,000 volunteers, they distribute over 8 million pounds of food annually to working poor families, children, and seniors.

Learn more about SHFB at

Community Foundation Santa Cruz County is a tax-exempt public charity serving people who share a common interest to improve the quality of life in Santa Cruz County, and beyond, through philanthropy.

Founded in 1982, they provide individuals, families and businesses with ways to make giving simple, powerful and personal. They offer professional advisors resources and tools to help them meet their clients’ charitable goals.

They are committed to strengthening the local nonprofit sector and each year offer grants, workshops and resources to hundreds of local organizations.

Learn more about Community Foundation Santa Cruz County at

Dog Park Project in Downtown San Jose

Giving back to our community by supporting the Notre Dame Dog Park & Community Garden.

Kristina Kuprina has become the Angel Investor for the opening of the dog park and garden. She has arranged to make a donation to the cause through Sequoia Wealth Advisors and received approval and release of liability from the city in December 2014.

The Downtown Association also secured a contract to install a 6-foot high green chain link fence for the dog park. Installation occurred in January 2015.

Mesa Verde Gardens is a Hand-Up rather than Hand-Out food justice program in Santa Cruz County. They work with low-income people to increase self-reliance through growing organic produce for their own tables.

Members pay $8 per month per plot (though no one is turned away for lack of funds), which gives them their own garden plot (approx. 12’ x 15’) in which to grow crops of their own choosing, cultivated in the manner they prefer.

Learn more about Mesa Verde Gardens at

The Tabard Theatre Company
produces live entertainment experiences that are enlightening, appropriate and affordable for audiences of all ages. Our mission is one of inclusion and arts engagement furnishing a creative platform for non-professional artists in our community to do professional quality work. We are the managing and resident company at Theatre on San Pedro Square, a 150-seat theatre in the historic Farmers Union building in downtown San Jose where we produce a season of six main-stage plays and musicals, a free Tuesday Night Music series for local musicians and present numerous shows, concerts and events.

Tabard also operates a robust youth education program providing tuition-free after school theatre classes for underserved children in our community, Summer Theatre Camps and our Youth/Mentor Play.

Learn more about The Tabard Theatre Company at

Links are being provided for information purposes only. LPL Financial is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. LPL Financial is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.