Giving Back

International Women's Day 2022: Girl's Inc. of Worcester

In honor of International Women’s Day on March 8, 2022 SullivanKreiss Financial had the privilege of running an International Women’s Day event at Girl’s Inc. of Worcester. Girl's Inc. is a phenomenal non-profit that began as The Worcester Girls Club many years ago thanks to a small, dedicated group of community members giving ethical, educational, and social advantages to girls of lower income families.

The seminar was provided to the young women of Girl’s Inc. as well as their parents. The seminar began with separate presentations for the girls and the parents. Morgan met with the girls and provided them with “Financial Fundamentals”. Topics discussed included understanding a paystub, taxes, the power of compounding interest, writing a check, and many other concepts. Simultaneously, Kerri was joined by Becca Haberman, who recently retired from her career as a guidance counselor at Algonquin Regional high school. Becca and Kerri presented in a separate space to parents on the college application process.

Following the initial presentations, the parents and the girls joined back together for a panel discussion. The panel consisted of strong, smart, and bold women who kindly volunteered their time to talk to the girls about their careers and their journeys to becoming successful in their respective industries. There were 5 panelists that joined Kerri, all working in different fields and industries.








International Women's Day 2021: The Pegasus House and Women's View Program Give Back

In honor of International Women’s Day, SullivanKreiss Financial held a budgeting workshop and give back at the Pegasus House and Women's View programs on March 8, 2021. The Pegasus House is a residential treatment and recovery service program that provides comprehensive alcohol and drug treatment and recovery support for young women, ages 18-25 and their families. Women’s View is a residential program for females ages 25 years and older who struggle with addiction to drugs or alcohol.

This budgeting workshop was held with the women living at the Pegasus House, emphasizing the importance of creating positive financial habits with the end goal of financial independence. Care packages were donated for the women living at the Pegasus House and Women’s View, along with several extras donated for individuals entering the programs in the future. The care packages contained toiletries, socks, laundry detergent, and other small personal items to bring comfort and dignity to women. Included inside these packages were booklets of inspirational notes, letters, and quotes sent to us from our amazing clients. Thank you to everyone who helped join us in making our event a success.

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International Women’s Day 2020: Ladies’ Wine & Cheese Tasting

In honor of International Women’s Month, SullivanKreiss Financial hosted a Ladies’ Wine & Cheese Tasting at our Marlborough office on March 12, 2020. This tasting was held to benefit, On The Rise, a local nonprofit organization focused on creating a community where women have the relationships, resources, and safety they need to move out of homelessness. They help to support these individuals as they move beyond crisis and discover new possibilities and opportunities. One of their programs “Keep the Keys” helps connect Women with housing. 

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International Women's Day 2019: REACH Beyond Domestic Violence: “Empowered Women Empowering Women”

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In recognition of International Women’s Day, on March 3rd, 2019 SullivanKreiss Financial hosted a charity spin ride at FireCycle studio to help raise money and awareness for REACH Beyond Domestic Violence. REACH is a local nonprofit organization that works with domestic abuse victims and organizes prevention programs throughout the greater Boston area. REACH provides safety and support to survivors of abuse while engaging communities to promote healthy relationships and prevent domestic violence. We are proud to have worked with such an amazing organization in our community.


SullivanKreiss Financial, Inc. donates $10,000 to the Northborough Education Foundation

2019 NEF Big Check SullivanKreissFinancial

SullivanKreiss Financial, Inc. has renewed its Platinum Sponsorship of the Northborough Education Foundation for the 2019 school year with a donation of $10,000. This will be the second year of SKF’s sponsorship.

We are very excited and proud that SullivanKreiss Financial is able to sponsor NEF this year.  As the mother of two daughters who have greatly benefited from Northborough’s excellent schools, I am thrilled to contribute to the ongoing enrichment of children’s educational experiences. There’s no better investment in our future.

This donation will help fund grants across Northborough schools and the community to improve curriculum, programs, and services above and beyond the level supported by the annual school budgets. In 2018, NEF awarded $68,000 to 20 grant recipients across all six Northborough schools, funding such programs as virtual-reality field trips, a student-led writing center, and the study of heat transfer via thermal cameras.


International Women’s Day 2018: The Psychological Center

In recognition of International Women’s Day, SullivanKreiss Financial proudly sponsored three events to reach out to women in need in our local community. In our effort to bring kindness, hope, and dignity to homeless women in our community, we assembled 150 gift bags together for delivery to guests at The Psychological Center (TPC) located in Lawrence, MA, Abby’s House in Worcester, MA, and New Hope, Inc. in No. Attleboro, MA. We also collected business attire to donate to Dress for Success Worcester, an organization dedicated to providing support, professional attire, and guidance to help women find success in the workforce. Thank you so much to all our clients and friends who helped make these truly inspirational events a huge success! 



  • Hosted at The Boston Marriott Peabody
  • March 6, 2018
  • The Psychological Center (TPC), Lawrence MA & Dress for Success, Worcester, MA

  • Hosted at Gerry Abbott Realtors, Inc
  • March 8, 2018
  • New Hope, Inc., No. Attleboro, MA & Dress for Success, Worcester, MA

  • Hosted at SullivanKreiss Financial, Inc
  • March 14, 2018
  • Abby’s House Worcester, MA & Dress for Success, Worcester, MA