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ESG Newsletter published on July 6, 2017

Our Kind of Diplomacy

At Breckinridge, we strongly believe it is our responsibility to serve as stewards of our community and environment through charitable giving and community outreach. These efforts further bolster our commitment to driving positive impact by reaching beyond our own business activities. Our goal is to enable our employees to directly address important social and environmental issues through active participation.

As such, giving back to our community is a key pillar of the Breckinridge culture. Our community outreach efforts date back to 2003 and have continued to grow and expand over the years. As a firm, we are committed to allocating 1 percent of our gross receipts to a range of charitable organizations that are meaningful to us and our employees. As of December 2016, we had contributed nearly $2 million in monetary donations and thousands of volunteer hours.

But as we continued to evaluate our community outreach efforts, we felt that we could go further in order to make an impact that would be even-more meaningful. Our goal was to develop a program that would enable us to establish an ongoing dialogue with a select group of leading organizations that we view as especially aligned with our firm’s impact objectives. To this end, we developed an Ambassador Program.

The Ambassador Program aims to establish formal, ongoing dialogue between our firm and selected nonprofit organizations by appointing up to three Breckinridge ambassadors to oversee each relationship. Our ambassadors are expected to become fluent in the important issues that our selected organizations aim to address and to generate dialogue within the firm about their importance. By gaining a deeper understanding of the underlying issues and the needs of each organization, we hope to be able to contribute our resources in the most meaningful way.

To this end, our Ambassador Program focuses on five key issues that we find particularly meaningful.


We’ve identified several leading nonprofit organizations that we think address these key issues particularly well, and we look forward to establishing deeper relationships with them moving forward. They include:

  1. Environment and Responsible Agriculture: Trustees of Reservations is one of the oldest conservation organizations in the United States. The mission of the organization is to preserve, for public use and enjoyment, properties of exceptional scenic, historic and ecological value in Massachusetts.
  2. Homelessness and Job Training: Pine Street Inn provides a comprehensive range of services, including permanent supportive housing, job training and placement, emergency shelter and street outreach to more than 1,900 homeless men and women each day as the largest resource for the homeless in New England.
  3. Youth in Transition and Education: The Home for Little Wanderers provides a seamless continuum of vital programs and services for every stage of child and family development, with the goal to do whatever it takes to strengthen vulnerable families and keep children safe in their own communities.
  4. Community Health: Frontier Nursing University is a private, nonprofit, nonresidential graduate school of nursing aiming to educate nurses to become competent, entrepreneurial, ethical and compassionate nurse-midwives and nurse practitioners who are specifically focused on underserved and rural populations.
  5. Distressed Communities: This is a Breckinridge initiative through which we aim to leverage our internal credit-related knowledge and expertise to guide struggling local communities toward improved social and economic well-being. This program will launch in the second half of 2018.

As part of each relationship, we look to develop programming that best fits the needs of each organization. However, there are some activities that apply across all five programs. These include site visits by Breckinridge employees, educational brown-bag lunches at our offices to discuss each organization’s work, volunteer events that give our employees the chance to contribute their time in a tangible way and a firm-level monetary contribution.

We believe that each of these nonprofit organizations plays a truly important role in addressing some of the most pressing social and environmental issues of our time. Through our Ambassador Program, we hope to establish strong connections with their staffs, beneficiaries and all of their stakeholders in a way that amplifies our understanding and - most importantly - our impact.


DISCLAIMER: The opinions and views expressed are those of Breckinridge Capital Advisors, Inc. They are current as of the date(s) indicated but are subject to change without notice. Any estimates, targets, and projections are based on Breckinridge research, analysis and assumptions. No assurances can be made that any such estimate, target or projection will be accurate; actual results may differ substantially.

Nothing contained herein should be construed or relied upon as financial, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional before making any investment decisions.

Some information has been taken directly from unaffiliated third party sources. Breckinridge believes such information is reliable, but does not guarantee its accuracy or completeness.

Any specific securities mentioned are for illustrative and example only. They do not necessarily represent actual investments in any client portfolio.