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Heffernan Retirement Services - Because You're Different - San Francisco, CA


Call us at 800-437-0045

LPL Service Center (800) 558-7567

Charitable Giving

The Heffernan Group has been involved in the community since it began in 1988. Over the years, the company has developed a program which helps give back to communities where we work and live.

Heffernan Group believes giving back, whether through volunteer opportunities or donations, is a way to improve our community for the future. We have been included in the Top Greater Bay Area Philanthropists since 2003 and hope to continue the trend for many years.

Employee Volunteer Time

Each employee is allowed up to four days per year, one per quarter to volunteer their time at a local nonprofit. This is paid time off during the work day for employees to give back to the community.

Volunteer Week 2010

The Insurance Industry Charitable Foundation (IICF) seeks to help communities and enrich lives by combining the collective strengths of the industry to provide grants, volunteer service and leadership. Heffernan Insurance Brokers has been a member of the IICF since 2002 and has participated in their annual volunteer week each year in October. Nonprofit agencies, which receive support from IICF throughout the year and insurance companies, including family members, are able to volunteer on a project together. In 2010 Heffernan chose to work with Human Options, Cultivating Impact, Rosener House, and St. Anthony.

Adopt A Family

In 2010 Heffernan participated in the Holiday Adopt-a-Family Program throughout several communities. Employees were able to purchase gifts and food items for their specific family or individual, wrap them and donate them for the holiday season. The employees enjoyed the opportunity to assist in giving these families a happy holiday season. In 2010 Heffernan was able to Adopt 14 families.

Heffernan Foundation

The Heffernan Foundation was created in 2006 to support Heffernan Group's dedication and commitment to social responsibility through employee philanthropy, volunteerism and education. We are dedicated to giving generously in the communities where our employees live and work.

The Heffernan Foundation's Mission Statement is to grant funding to charities that provide direct support and services to our local communities in the areas of shelter, food, education and preservation of the environment.