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Giving Back Moves Us Forward

Whether the goal is to serve the needs of our clients or to serve the needs of our community, our team prides itself on our passion for and commitment to making a difference.  Together, we are working on strategically supporting local, regional, and global non-profit organizations achieve sustainable outcomes in their sphere of influence.

Currently, we are providing guidance for staff, clients, and the general public to find their path for fulfilling their philanthropic interests as they engage with their time, talent, and/or resources.

Please follow or join our efforts as we develop this exciting social investment mandate.

Youth at Risk

Boys and Girls Club of Contra Costa County

For over 60 years, the Contra Costa County Club has been serving kids from their clubhouses with the mission of enabling all young people to reach their full potential as productive caring, responsible citizens.

Disaster Relief 

Restoring hope and re-building communities for families impacted by socio-economic factors, the pandemic, civic unrest, and natural disasters.

Habitat for Humanity East Bay 

Habitat for Humanity works for a world where everyone has a decent place to live. By building and improving homes we create strong and stable communities.  Community services include: ownership housing, home repair, ownership counseling, and volunteer opportunities.

Charity Navigator Rating: Four Star Charity

Samaritan’s Purse (International)

International Crisis Response Fund - Samaritan's Purse stands ready to respond at a moment’s notice whenever and wherever disaster strikes. We specialize in meeting critical needs for victims of conflict, disaster, famine, and epidemics throughout the world.

Charity Navigator Rating: Four Star Charity (95.33 rating)

East Bay Food Bank

Since 1975, the Food Bank of Contra Costa and Solano stores and distributes donated and purchased perishable and nonperishable food items directly to low-income people at community sites and to non-profit organizations serving the ill, needy, and children.

Member of Feeding America.

Charity Navigator Rating: Four Star Charity (92.22 rating)

Special Interest Groups 

Wounded Warrior Project is a charity and veterans service organization that offers a variety of programs, services and events for wounded veterans of the military actions following September 11, 2001.

Tony La Russa's Animal Rescue Foundation is a nonprofit organization founded by Elaine and Tony La Russa, based in Walnut Creek, California. ARF rescues dogs and cats from public shelters where they would otherwise be euthanized and adopts them into new homes. 


Charity Events and Scholarships

"Is Money the Measure of Success? - Scholarship Essay Contest

"Is Money the Measure of Success? - Scholarship Essay Contest

Mercer Partners Wealth Management awarded two deserving high school seniors $1,000 college scholarships.  We posed the question “Is Money the Measure of Success?” Out of 26 entries received from 7 different East Bay high schools, two stood out among the best.

Sarah Son, a graduate of Northgate High School, will be attending UCLA to study economics this fall. She wrote a powerful essay on poverty and how the lack of wealth affects the happiness of those without. She concludes her essay by saying “What the possession of money can guarantee indefinitely security and possibility; it gives you the choice to use…currency to create real change in yourself, in your community, in your country, in the world, if that’s what you choose to do with it.”

Oscar Loyd of Acalanes High School, who will attend the University of Nevada at Reno and plans to study medicine, discussed how education determines success and how often the price of it can change ones path. Despite getting in to every college he applied to, he was challenged to “select the one offering the best balance of academic reputation and affordability” in order to achieve success and avoid tremendous student debt.

Every student who entered the competition received the book “The Wealthy Barber” by David Chilton to help in planning for their financial future.  

Ertz Family Foundation

Ertz Family Foundation

Mercer Partners Wealth Management was honored to sponsor and support Zack and Julie Ertz first Ertz Family Foundation kickoff event raising $200,000 for charity.