Dive In Even More with These Great Resources


Here are some organizations we are connected with and definitely worth exploring:

  • Money Quotient, a non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.
  • As You Sow, a non-profit promoting environmental and social corporate responsibility through shareholder advocacy, coalition building, and innovative legal strategies.
  • Women Donors Network, a community of women who are committed to giving generously for progressive social change and to building a just, equitable, and sustainable world. Here is a great video on WDN’s strategy.
  • Corporate Accountability, waging strategic campaigns that compel transnational corporations, and the governments that do their bidding, to stop destroying health, human rights, democracy, and the planet.
  • iGiftFund is the Donor Advised Fund (DAF) we often use with our clients to help them with their charitable giving plans.


The Chicory Wealth team has gathered a great list of books to help you explore the idea of Integrating Money and Meaning:


MSCI White Papers:

Here are some informative white papers from MSCI, an independent provider of research-driven insights and tools for institutional investors, which include extensive databases of proprietary index, risk, and ESG data.