Charitable Giving 2014

Affiliates Take Pride in Giving

The grassroots nature of STA’s Affiliate organization is more than political activism.

It is also about the charitable work each affiliate does in the local community. Many of these unselfish efforts go unrecognized.
Please take a moment to review the charitable work done by the affiliate organizations and where possible, assist them as they
assist others.

Here are a few featured stories of how STA Members make a difference every day:


BostonThis was the 3rd year that the BSTA has partnered with “Haymakers for Hope” (  Haymakers for Hope runs an amateur boxing event where the funds raised help to find a cure for cancer.  This event dovetails nicely with our night at Fenway since it is on the same block as our Conference and its activities start to ramp up just as our event begins to settle down.  This year we had one of our members actually Box in the event, and the BSTA sold or provided well over $6,000 worth of tickets for the Charity and created more awareness about the event and directed several firms to the organization directly.This year the BSTA will partner with ALS Warriors of Wall Street ( organization takes over a local bar and inserts 6 teams of bartenders that compete against each other for tips and local bragging rights.  This charity raises money for ALS research through ticket sales, sponsorship opportunities and tipping revenues.  This event is one that will be heavily attended by the local financial community.The BSTA has also chosen to continue supporting the New England Center for Homeless Veterans (  This organization provides food, clothing, and assistance with affordable housing for many of the local Veterans.Last year we were able to donate approximately 400 pairs of socks to the center, and this year beyond the organizations cash donation on 9/11 we will once again be asking our members that attend our Harvest Party to donate a new package of socks to the organization. The BSTA will continue partnering with the Cotting School ( for its annual Holiday Party.  The schools mission is to enable students with special needs to achieve their highest learning potential and level of independence.  This annual event has been going on for 20+ years, and each year, the BSTA informs our members about the event and typically sees many of the financial companies within the BSTA support the school through sponsorship and attendance.

During the Annual Conference the BSTA had 50/50 raffles that supported the following charities:The McCourt Foundation (  Looks to raise money for both Alzheimer’s Research and MS Research-The One Fund (  Raises money for those most affected by the tragic Boston Marathon bombings-Dana Farber ( Is committed to providing adults and children with cancer with the best treatment available today while developing tomorrow’s cures through cutting-edge research.

ChicagoThe STAC Board has made community service a priority in 2014.  While STAC has and will continue to make monetary donations to worthwhile causes, the Board is emphasizing volunteer service this year.  The STAC Board has formed a partnership with the Ronald McDonald House (RMH). Board meetings take place at the RMH and after the Board Meetings, Directors and Advisors stick around to help out – taking inventory of needed supplies and helping out with various events and activities.In August, STAC leaders hosted craft night with the kids staying at RMH and made pie plate fish.  In October 2014, STAC volunteers will prepare a meal for all the families staying at the facility. In addition to the partnership with Ronald McDonald House, the STAC Scholarship Fund has awarded four $4,000 college scholarships and launched a Next Generation Outreach Initiative to educate college upperclassmen on the security trading industry. The Next Generation Outreach initiative has included 2014 events at the Chicago Board Options Exchange and various STAC member firms.  Plans for the remainder of the year include a community service project for Feed My Starving Children where all STAC members will be invited to participate in a meal packing day.   Funding for these projects come from member donations, raffles, a silent auction held during the Mid-Winter meeting, contests from our Annual Golf Outing, our annual Poker Tournament and new this year, the STAC Fund Face-Off – a very successful hockey tournament that drew over 40 players and an additional 50 spectators.

STAC contributes to the following organizations:
Four $4,000 College Scholarships

Donation to the Ronald McDonald House

Planned Donation in October 2014 to cover cost of volunteer “Meals from the Heart” Program 

Details on STAC’s volunteer service and donations

CarolinaThe Carolinas Security Traders Association , CSTA, conducted a fundraising initiative and were proud to contribute to the following organizations in 2014.  
Operation Homefront  and Camp CARE: Operation Homefront Carolinas provides emergency financial and other assistance through a variety of programs to the families of our service members and wounded warriors. Camp CARE provides a weeklong summer camp and year-round activities to children who have or have had cancer and their families in the local and regional area.
DSTA-STAR-LOGO-2Here is the list of charitable organizations the Dallas STA donated to in the past 12 months:




The Dallas STA contributes to the following organizations:

Cystic Fibrosis Foundation

Genesis Center

Helping Hands

Kenna’s Kids

National Psoriasis Foundation

Rainbow Days

Soup Mobile

Samaritan Inn

St. Jude Children’s Research Hospital

Reserve Aid

Foundation for the Education of Young Women


STAF LogoFor 2014, STA Florida continued to honor its mandate of educational charity and focused on the development of our youths!


We continued to provide charitable donations to one organization, Support Our Scholars (SOS), One Degree At A Time.

This is an exemplary educational charitable foundation that comes to the aid of really bright young women who have earned a scholarship due to excellence in their studies but are financially challenged to afford the additional cost of an education that a typical scholar does not cover.  SOS provides recipient students with a financial award each semester to cover expenses unmet by academic scholarship or financial aid to help these students find their success. In addition, SOS goes an extra step by assigning a mentor who offers guidance in navigating the challenges of the university system and academic life.

The second charity, Odyssey School – Charlie Neave Scholarship Fund –

This charity is near and dear to the STA Florida affiliate for the mere fact that year after year, one of our sponsors that comes back to support our annual conference,  brought this charity to one of our Board members’ attention.  Our Board considers this a way of showing our sincere appreciation and giving back.  The Odyssey School provides an excellent education to children five years old through middle school who have been diagnosed with dyslexia and other language learning differences. Odyssey offers an educational program using proven teaching methods, small group instruction, and daily tutoring for individual skill building. Their program is designed to help children reach their full potential by challenging them intellectually while building the self-advocacy skills needed to meet the academic challenges of both high school and post-secondary education.

The Odyssey School believes that within the context of such a partnership each of these promising children is able to learn. They provide a diverse range of multi-sensory methods of reading instruction that are proven by current research to be effective in teaching students with learning differences. They are committed to maintaining a low student/teacher ratio, which allows their children to develop academic competence and to gain a personal understanding of their learning differences and the impact they have on their lives.

Their Four Pillars of Kindness, Honesty, Respect and Hard Work are the foundation on which The Odyssey School is built.


Our third Charity selected for 2014 was the Pine Hills Community Performing Arts Center – “Transforming Lives and Communities Through the Arts”.

Pine Hills Performing Arts Center is a fairly new charitable organization, the center has been active for three years.  The Center provides a place for children to go afterschool while the parent(s) may still be at work.  Their goal is to offer an outlet for the children to discover, enhance and showcase their talent in the areas of art and creative expressions. They partner and collaborate with other arts organizations to bring the best skilled art instructors to their programs.  Their programs range from piano lessons, drum lessons, vocals coaching, dance to drama classes.  Apart from the Arts, they also help the youths tackle social, ethical, emotional, bullying, physical and cognitive issues.  The center also provides additional  focus on helping kids with reading and math skills.  Through donations and partnership with Community Art organizations, they also provide art supplies, help sponsor children’s scholarships to programs, help provide state of the art equipment and creative educational tools, and provide access to local art events.

They truly are making a major impact on the community and youths!

GeorgiaThe hallmark of the Georgia Security Association’s charitable giving is a 34-year relationship with the Georgia Council on Economic Education in support of the Georgia Stock Market Game. The GSA has been awarding scholarships annually since 1996 to needy recipients whose families are involved in our industry.

GSA also contributes to the following organizations:

Atlanta Children’s Shelter
Wounded Warrior Project
Our House
Atlanta Community Food Bank
Georgia Council On Economic Education
Yes, Inc

KCSAThis year, the KCSA Education Fund at the Greater Kansas City Community Foundation celebrated its 33rd Anniversary, giving scholarships to recipients including members of Kansas City’s Marching Cobras, student-athletes selected by the Negro Leagues Baseball Museum, student-athletes from the University of Missouri-Kansas City, members of the Boys and Girls Clubs of Greater Kansas City, HALO Foundation, Community Baseball Academy of Kansas City and high school students of University Academy, Alta Vista and Cristo Rey Kansas City. In addition, the Charity of Choice at the annual spring outing was the Epilepsy Foundation of Missouri and Kansas.  KCSA adopted a family for Christmas through Operation Breakthrough, the largest single-site early education child care and social services facility in the state of Missouri, serving over 400 children daily from the urban core. This summer, KCSA prepared dinner at the Ronald McDonald House and participated in a charity golf and fishing weekend benefiting Higher M-Pact, a program motivating and engaging high-risk urban youth through long-term mentoring and positive guidance.

 KCSA contributes to the following organizations:

Ronald McDonald House

Higher M-Pact

KCSA Scholarship Fund

Operation Breakthrough

Epilepsy Foundation of Missouri and Kansas

KCSA Charitable Giving in Pictures



In 2014, STANY, with the help and generosity of its members, raised money for The DeGregorio Family Foundation ( and for The Alliance for Lupus Research ( whose missions are to fund research into a cure for stomach and other gastric cancers, and lupus, respectively. STANY also continued its long standing support of St. Jude Children’s Research Hospital (  STANY again, partnered with MDA’s Wings Over Wall Street for its Annual Bar Night, as well as providing sponsorship support for Wing’s mission to eradicate ALS. Kimberly Unger, STANY’s CEO will be honored with the Michael Beier Award at the October 9th Wings Over Wall Street event.  Members of STANY’s Emerging Leaders Committee volunteered at an after-school program for under privileged children.

psbaThe Pittsburgh Society of Investment Professionals (PSIP), formerly the Pittsburgh Stock and Bond Association (PSBA), continues to do a great amount of charitable work in and around the Pittsburgh area!

This year, our annual charity gala was held on July 17th, and we were fortunate to have Jim Toes attend.  The beneficiary of our gala was Variety The Children’s Charity, and their “My Bike” program, which provides adaptive bikes to children with disabilities so they may have the freedom of riding a bicycle alongside friends and family.  We were fortunate to have a Variety family in attendance as well, and we presented a bike to their young son who proudly rode it for the first time in front of our attendees.  What a heartwarming site that was to see, as there was not a dry eye in attendance!  While these bikes cost close to $2000, I am very proud to report that the PSIP will be purchasing AT LEAST 15 of these bikes for other kids!  What a wonderful night it was!  And how fortunate we are to be able to help such a great cause! We also awarded a college scholarship to a very deserving young man, who was also in attendance.  His impressive resume and application continued to make us realize why we continue to award these scholarships. Our upcoming holiday dinner will also result in charitable giving, as we do our annual “Goodfellows Toy Fund” collection, where we expect to raise at least $3000 (our number every year!) for needy families and their children at the holidays.So in conclusion, over only the past ten years, the PSIP has donated well over $250,000 to children’s charities in Pittsburgh, awarded well-over $50,000 in scholarships, and donated well-over $25,000 to Goodfellow’s Toy Fund.  That’s an awful lot of money and time donated to some very deserving kids and their families!

STAP logo colorEach year, the Securities Traders Association of Portland, Oregon holds a fundraising event for three prominent charitable institutions: Make-A-Wish Foundation of Oregon, Doernbecher Children’s Hospital, and the Oregon Stock Market Game.  Make-A-Wish Foundation of Oregon provides unique once-in-a-lifetime wishes to children who are struggling with life threatening illnesses.  Wishes are granted to children ages 2 1/2 to 18, throughout the State of Oregon and Clark County, Washington. The Doernbecher Children’s Hospital has been providing medical care to children since 1926, without regard to the family’s ability to pay. The National Institute of Health has designated this hospital as a National Pediatric Research Center.  Aside from treating children, doctors perform groundbreaking research in areas such as cystic fibrosis, bone marrow and organ transplants, bacterial infections and cancer. The Oregon Stock Market Game is part of the nationally recognized Stock Market Game. This program provides educational opportunities for students to learn how to invest in the stock market.  Students use a website, where they work in teams to build a portfolio with $100,000 of hypothetical funds and compete statewide against their peers.  The Securities Traders Association of Portland fund raising provides nearly all the funding for this project.

Portland STA contributes to the following organizations:



Seattle-STA-LogoThe SSTA continues to do a great amount of charitable work in and around the Seattle area.

SSTA contributes to the following organizations:

Invest In Youth

Invest in Youth exists to enhance the academic abilities, self-confidence and life prospects of struggling learners in the Seattle Public Schools. Invest in Youth fulfills its mission by pairing third through fifth grade students with volunteer tutors from the Seattle business community. Unlike many other tutoring programs available in the Seattle Public Schools, Invest in Youth matches each volunteer tutor with a single student for the entire school year. This arrangement fosters a truly meaningful tutor-student relationship as the pair spends time identifying the student’s strengths and weaknesses and tracking progress from week to week. It is an extremely rewarding experience for both students and their tutors!

Camp Korey

Camp Korey’s mission is to honor the courage, strength, and determination of children living with serious and life-altering medical conditions and their families; and to provide them with a safe, friendly, medically sound environment in which to simply have fun and be kids.  We are committed to providing care and programming that emphasizes safety, love, respect and empowerment.  At Camp Korey, campers have the freedom they need to challenge themselves and reclaim their childhood, and families receive the respite and support they need to heal.  All Camp Korey programs are free to children and families.

WestSide Baby

WestSide Baby, in partnership with our community, provides essential items to local children in need by collecting and distributing diapers, clothing and equipment.  WestSide Baby is a nonprofit organization that collects previously owned items for children and babies and distributes them free of charge to King County families in need. We work through local social service agencies already assisting low-income families. Agencies order items from us and deliver them to families who are homeless, living in transitional housing, or simply in need of a little help during a difficult time. We work toward a day when all babies and young children in our community have their basic physical needs met – enough diapers, food, adequate clothing, appropriate toys, books, and safe equipment for their care.  Since opening in 2001, we have distributed nearly $12 million in clothing, diapers, safety equipment and other items. In 2013, we served almost 24,000 children!

SecTradersWIlogoWebUseThe Security Traders Association of Wisconsin supports Economics Wisconsin and Make A Difference – Wisconsin.  Both organizations are involved in teaching financial literacy, budgeting, and investing to local students.  STAW also organizes a day for our members to work with Habitat for Humanity.


Wisconsin STA contributes to the following organizations:

Economics Wisconsin:

Make A Difference – Wisconsin:

Habitat for Humanity: