Community Giving


Toys For Tots logo - Community Giving
CYC Logo 1 - Community Giving
LF Logo SOLID New 1 - Community Giving
The YMCA logo - Community Giving
geisinger logo - Community Giving
WVCA logo - Community Giving
Volunteers in Medicine logo - Community Giving
Wilkes University logo - Community Giving
Junior Achievement logo - Community Giving
Big Brother Big Sisters - Community Giving
logo highres 2018 - Community Giving
Barrons logo - Community Giving
Candys Place logo - Community Giving
Dress For Success logo - Community Giving
Kirby Center logo - Community Giving
NSS - Community Giving
Osterhout Library - Community Giving
VOA - Community Giving
Waverly Comm - Community Giving

At Jacobi Capital Management

we are on a journey of our own to create a community of giving. Just as our culture is aligned to do what’s best for our clients, our company approaches involvement in the community with the same attitude. From board involvement to gala sponsorships to working with children, the team at Jacobi is always eager to do its part.

CYC 2019 e1554738151765 - Community Giving

Jacobi Celebrates March Madness with the CYC

Saturday, April 6, 2019: Team Jacobi was proud to sponsor the Catholic Youth Center's 13th annual March Madness fundraiser. The event raises funds to support the CYC's programs designed to benefit local disadvantaged youth who attend child care and after school...

Seuss - Community Giving

Jacobi Celebrates at the WVCA Salute to Seuss!

Friday, March 22, 2019: Members of Team Jacobi were proud to sponsor the Wyoming Valley Children's Association Salute to Seuss Gala! Celebrating its 95th anniversary at this year's event, the WVCA raised funds to continue providing more education services and therapy...

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Hirthler Presents to University Students through Barron’s Program

Tuesday, February 19, 2019: Michael Hirthler, our CIO, was the featured guest speaker at Barron's in Education's student ambassador call. He was able to present to the students from more than 30 colleges and universities, including Wilkes University and King's College...

JA - Community Giving

In the Classroom with Junior Achievement

Wednesday, January 16, 2019: This week Nina Santarelli from our Wilkes Barre office started a 5 week volunteer program with Junior Achievement. She will be teaching second graders at Good Shepherd Academy in Kingston about how different jobs benefit a community and...

Toys for Tots 2018 - Community Giving

Another Toys for Tots Success!

Wednesday, December 5, 2018: Each year our Wilkes Barre location participates in a Toys for Tots drive. This year we are over-joyed to have filled more than two boxes to help our local community this holiday season! Thank you to all of our employees who have so...

NESS Centennial - Community Giving

Northeast Sight Services Celebrates 100 Years!

Thursday, November 8, 2018: Northeast Sight Services celebrated 100 years of giving back to the community with their Centennial Celebration! Members of Team Jacobi helped with the Cheers to 100 Years celebration! We caught up with hundreds of members of the community...

Barrons Kings - Community Giving

Jacobi Partners with Barron’s in Education

Friday, September 21, 2018: Jacobi is pleased to announce a partnership with Barron's in Education. This program aims to vastly improve financial literacy and proficiency, making it possible for all students and faculty at participating schools to receive a digital...

Brewsterhout - Community Giving

Brewsterhout Rooftop Party

Brewsterhout Rooftop Party Friday, August 3, 2018: The Osterhout Free Library celebrated their 10th annual Brewsterhout Rooftop Party this summer. Despite the rain, there was a record turn-out. Team Jacobi sampled local food and beverages, listened to...

Volunteers in Medicine community post image - Community Giving

Volunteers in Medicine Galaxy Gala

Volunteers in Medicine Galaxy Gala Friday, June 15, 2018: Volunteers in Medicine celebrated their 10th anniversary at the Galaxy Gala. Mike and his wife Kathleen have been very involved with the organization from its start. Jacobi team members enjoyed a...

Jacobi Blog

revocable trust - Community Giving

What’s the Deal with Trusts? Benefits of a Revocable Living Trust

In my previous blog a living trust was defined as a written document in which assets are placed in a trust for the benefit of an individual during his or her lifetime.  Generally speaking, this type of trust is created for the grantor’s own benefit while alive.  He or...

financial planning stock image scaled - Community Giving

Millennial Money Matters: An Introduction

If it feels like everyone took secret classes on how to manage and save money – you’re not alone. The focus of this series is to help answer the questions you may be too afraid to ask so you can make smarter decisions about how to spend, save, invest, avoid tax...

Canva Copper colored Coin Lot scaled - Community Giving

Resolve to Save

We all know that most New Year’s Resolutions don’t make it past February let alone an entire year (actually, how many of your resolutions are really going strong after just a week?). What if sticking to that plan of just saving an extra 1% of your salary into your...

Jeff Ribbion Cutting 2019 CYC - Community Giving

A Different Kind of Holiday Ribbon

Wednesday, Dec. 4, 2019: Jacobi team member, Jeffrey Clemente, helped unveil the new annex for the Wyoming Valley Catholic Youth Center. Clemente, the Chairman of the Board at the CYC, helped cut the ribbon to announce the new addition which will house infant-specific...

New Toys for Tots Photo scaled - Community Giving

Jacobi Spreads Holiday Cheer!

Friday, December 6th, 2019: Our Jacobi Capital Wilkes Barre office participated in the annual Toys for Tots drive. This year the Jacobi Team collected a record number of toys to distribute to local children in time for the holidays.

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Budgeting 101: How it feels like the Holidays can ruin your budget…

As the Holiday Season is now in full swing, this can be the most challenging time of the year for one’s budget. Of course, any of us would say that spending time and making memories with family and friends is priceless, unfortunately, in reality it isn’t. For example,...

trust 2 photo scaled - Community Giving

What’s the Deal with Trusts: Various Categories of Trusts

In my first blog post, I touched upon the definition and origins of trusts.  Remember how excited you were to learn about them and how you were going to impress everyone at your next cocktail party with your new-found knowledge?  Of course you do!  In my second post,...

Piggy Bank - Community Giving

Budgeting 101 Series: Emergency Fund

Who has cash? It’s an emergency! When I was six years old my parents helped me open my first savings account. It was their way to teach me the value of saving- when I started to receive a weekly allowance. Rather than keep all my money in a piggy bank in my room,...

Trust photo 1 - Community Giving

What’s the Deal with Trusts, and Do I Need One?

As I set pen to paper (technically, fingers to keyboard) in writing this blog series, I can’t help but think how excited every reader will be to learn more about the fascinating world of trusts.  I think you’ll find this as exciting as watching paint dry, or dare I...