WISE is named Outstanding Philanthropic Group Honoree for OC’s 2021 National Philanthropy Day (NPD)!




WOMEN INVESTING IN SECURITY AND EDUCATION (WISE) is named Outstanding Philanthropic Group Honoree for Orange County’s 2021 National Philanthropy Day (NPD)!

(Irvine, CA – 7/29/21)


Founded in the year 2000, WISE® is a 501©3 non-profit organization based in Orange County with a mission of educating women and girls about personal finance and investing. Community Partners are: Girl Scouts; Girls Inc; UCI Center for Investment and Wealth Management (CIWM); UCLA Fink Center for Finance, Anderson School of Management; Chapman University; and Charter Financial Analyst Society of Orange County.


“Imagine a young Girl Scout learning about cash flow and investing, or a college student inspired to consider a career in finance after experiencing WISE’s “Tearing Down the Pink Wall” event,” says Angela Dailey, Executive Director of WISE. “This is WISE fulfilling its mission.”


WISE® signature events include Tearing Down the Pink Wall series which showcase the professional views and life experiences of accomplished C-Suite women in the financial services industry. Empowerment Workshops include online events to educate women of all ages on a range of topics from the basics of finance to an advanced level of investing and estate planning. Audio podcasts are quick learning tools to educate anyone on topics such as cryptocurrency and bond investing.


A professional board and advisory board of about 24 members work on an all-volunteer basis, led by Angela Dailey, Executive Director, and Darlene March, Chief Operating Officer. All board members contribute financially to support the WISE® mission.


The Association of Fundraising Professionals, Orange County Chapter, is proud to present this celebration, now in its 36th year. This year’s NPD awards luncheon is scheduled for Wednesday, November 17, at the City National Grove of Anaheim. All interested individuals and organizations are invited to attend.


Membership to WISE® is free. Just sign up at www.wiseinvestors.org. For more information contact WISE® at info@wiseinvestors.org.



 

They Deserve a Secure Financial Future


WISE® is an Orange County-based nonprofit dedicated to educating women and girls about personal finance and investing. WISE believes that managing cash flow, investments, and financial planning will increase options in life and provide a secure financial future for women and their families. Through strategic partnerships with other nonprofits, workshops on topics such as estate planning and tax strategies, and our groundbreaking series, Tearing Down the Pink Wall, are offered at no cost to WISE members!


​Investing in Women’s

Financial Futures


By Victoria Collins, Ph.D., co-founder of WISE & former principal of First Foundation Advisors


In 1997, a small group of women in Orange County met with a simple mission and a powerful plan: to educate women about investing, personal finance, and to support others with a similar mission. What began with a successful Invest in Yourself conference, officially became WISE (Women Investing in Security and Education), an Orange County-based 501(c)(3).


Fast forward almost 25 years and WISE shows that the dedication, commitment and generosity of its volunteer leaders, board, and members can create significant benefits for our community. By developing innovative programs and tapping the power of collaboration with other nonprofits, WISE is able to deliver high-quality financial education to women and girls from all socioeconomic backgrounds in Orange County and beyond.


In our ever-changing world, helping build financial resilience and expanding career options for women is more important than ever.



Thanks to the involvement of active and engaged leaders, WISE is able to achieve greater impact, and benefit our community with minimal administrative cost. We believe that dollar for dollar, WISE is among the most effective nonprofits in the community.

Why Women Need Unbiased

Financial Advice


Today many women take an active role in earning money and managing family budgets, but they fall behind men in investing for long-term financial goals. WISE education helps address critical challenges that women face. For example:

  • Women are paid 80% of every dollar a man is paid.

  • 90% of women will be solely responsible for their finances at some point in their lives.

  • About two-thirds of caregivers are women who take time from work which can mean less income.

  • Women have more health-care expenses, in part because they live longer than men.

  • Women in general have less retirement savings, pension income, investments and social security benefits.

  • Women tend to be more conservative investors than men, preferring to put their wealth into real estate, cash or bonds while steering clear of equities.

  • Poverty levels are higher for unmarried older women compared with those who are married.


Inspiring Women to Reach their Full Potential

WISE’s groundbreaking series Tearing Down the Pink Wall provides financial education and career inspiration, encouraging women to pursue careers in financial services. In addition to market insights, each event includes an in-depth discussion of the career journeys of C-suite executives. Featured speakers include women from the Barron’s 100 Most Influential Women in Finance list. Celebrity financial journalist, Consuelo Mack, moderates the series. Held in collaboration with universities, the series reaches thousands with inspiring advice to achieve their full potential.


Join WISE in our Mission

You too can make an enormous impact in the financial lives of girls and women. Visit our website www.wiseinvestors.org to learn more and become a WISE member - at zero cost! There are many opportunities throughout the year to get involved with our important mission such as attending events and webinars, volunteering, donating or becoming a WISE sponsor.


WISE Community Partners