Bourke Wealth Management Staff Involvement
Each Bourke Wealth Management full time staff member enjoys 24 hours per year of paid volunteer time for a non-profit of their choice. They can volunteer for up to eight hours in any given month during regular business hours and receive their normal pay. Additionally, Bourke Wealth Management offers employees matching contributions to non-profits. For each dollar a Bourke Wealth Management employee donates to a non-profit of their choice, the firm will match with a maximum of $500 per employee per calendar year.
Nonprofits We Support
Bourke Wealth Management supports the Children’s Creative Project by sponsoring a square painted by Terri Taber and Cheryl Guthrie annually at I Madonnari.
Madonnari, or street painters, transform the Mission plaza using pastels on pavement to create 150 vibrant and colorful, large scale images. We are proud to be the first to bring this romantic festival to the western hemisphere from our sister festival in Grazie di Curtatone, Italy. The festival benefits the Children’s Creative Project, a nonprofit arts education program of the Santa Barbara County Education Office. The Project serves 50,000 children in more than 100 schools with visual and performing arts workshops and performances throughout Santa Barbara and San Luis Obispo counties.
Bourke Wealth Management Internship Program
At one time, Bourke Wealth Management sponsored a scholarship through the Santa Barbara Scholarship Foundation. We have replaced this with a program for university students who have proactively reached out to us and expressed interest in a career in financial planning.
Not many young people are pursuing a career in financial planning, as evidenced by the statistic that the average age of financial advisors goes up one year every year.
In addition to teaching interns the workings of a wealth management office, Kevin mentors each toward what we hope will be a successful career.
Santa Barbara Scholarship Foundation
Bourke Wealth Management sponsors a scholarship through the Santa Barbara Scholarship Foundation.
The Scholarship Foundation believes that students need and deserve education beyond high school, and that every motivated, deserving student with the desire for higher education should have the opportunity to pursue it.
The Santa Barbara Scholarship Foundation has been supporting students in their higher education goals since 1962. Today, the online application is available to students between October 15 and January 15. After careful review of the applications and the more than 500 scholarship funds in management, the Foundation provide scholarships to eligible students from Santa Barbara County for college, graduate, and vocational school education.
In May of 2019, They awarded almost $8 million in scholarship funding to 2,447 students.
The Scholarship Foundation also support students by helping them make smart financial decisions regarding their education. The staff provides financial aid advising in addition to assistance with scholarship applications, complex federal and state financial aid forms, understanding financial aid award letters, and managing student aid—all free of charge. This year through advisory services they helped scholarship recipients secure an additional $44 million in federal, state, and institutional aid.
Update: As of January 1, 2021, this scholarship has been replaced by our internship program. See above for details.
National Association of Women Business Owners
We are proud that our Administrative Associate, Olivia, has chosen to serve on the board of NAWBO-SB. The mission of the National Association of Women Business Owners and our Santa Barbara chapter is to:
- Enhance the wealth–creating capacity of our members
- Promote economic development of women business owners
- Create innovative and effective changes in the business culture
- Build strategic alliances, coalitions and affiliations
- Influence public policy and opinion that will benefit women business owners
The Santa Barbara chapter of National Association of Women Business Owners (NAWBO-SB) is a dynamic organization for women who own all or part of their businesses. NAWBO-SB is dedicated to helping members interact with other women business owners to create economic strength, to grow their businesses, to create strategic alliances and to transform public policy.
Santa Barbara International Film Festival
Santa Barbara International Film Festival is a 501(c)(3) non-profit arts and educational organization dedicated to discovering and showcasing the best in independent and international cinema. SBIFF offers 11 days of 200+ films, tributes and symposiums that transforms beautiful downtown Santa Barbara, CA into a rich destination for film lovers which attracts more than 90,000 attendees. SBIFF continues its commitment to education and the community through free programs like its 10-10-10 Student Filmmaking and Screenwriting Competitions, Mike’s Field Trip to the Movies, National Film Studies Program, AppleBox Family Films, Rosebud Program, 3rd Weekend and daily free screenings and filmmaker seminars.
In particular, we support the Cinema Society. Founded in 1998 and presented by the Santa Barbara International Film Festival (SBIFF), Cinema Society (CS) gives the community the opportunity to celebrate the art of cinema throughout the year. Presenting an expansive schedule of screenings and special events, this program fosters an appreciation of independent and studio films, motion picture history and the marvelous diversity of world cinema. Many of the filmmakers and celebrity guests will be present to introduce films and participate in post-screening discussions.
CALM (Child Abuse Listening Mediation)
Kevin enjoyed serving for seven years on the board of trustees for CALM as well as many more years on the CALM Endowment committee.
CALM’s vision is a world where child abuse no longer exists. Until then, our treatment services help provide happier, healthier lives for those suffering from the devastation of child abuse.
In 1969, Claire Miles, a local nurse, learned that an overworked and emotionally stressed father had, in a moment of desperation, shaken his infant son to death. Claire took immediate action, put a phone in her living room, and took out classified ads in the News-Press urging parents in need to call for help. The phone rang almost 40 times that first month. She and her friends took turns answering the calls, with the hope of helping stressed parents before they hurt their children.
Forty years later, that single phone has grown from a small, mostly volunteer organization, to a strong agency recognized throughout the state, the nation and even internationally. The vision of one single woman has become the vision for hundreds – CALM’s professional staff, volunteers, Board of Trustees and Auxiliary members. CALM’s mission has never wavered – to serve and protect the most vulnerable in our community: our children.
CALM continues to be the only non-profit agency in Santa Barbara County whose mission is to prevent, assess, and treat child abuse by providing comprehensive, culturally competent services for children, families and adults. CALM offers a safe, non-judgmental, caring and strength-based environment to heal and increase family well-being.
University of California Santa Barbara (UCSB) on Santa Cruz Island
The Santa Cruz Island Reserve is protected, owned, and managed by The Nature Conservancy (TNC). UCSB students and staff research an immense portion of the largest of the Santa Barbara, California’s eight Channel Islands, roughly 25 miles off the Southern California coast.
The island has two major mountain systems flanking a central valley that formed along an active fault zone. The mountains are rugged and cut by steep-sided canyons, some with perennial streams and freshwater springs. The coastline is mostly steep and rocky, with some protected coves and sandy beaches. Diverse habitats include rocky intertidal zones, coastal sage scrub, chaparral, grasslands, oak woodlands, and bishop pine forests. The reserve contains breeding grounds for harbor seals, seabird nesting colonies, many endemic plant and animal species, and well-preserved archaeological sites.
Their research includes archaeology, terrestrial botany, terrestrial zoology, geology and geomorphology, and aquatic biology. They also monitor select plant species, population genetic analysis, and the establishment of new outlying populations of select taxa.
In addition, UCSB is responsible for habitat restoration and management strategies for invasive nonnative species, such as feral pigs, feral honey bees, and fennel, as well as long-term studies of island fox, island jays, quails, native and non-native bees, and black abalone.
Santa Barbara Channelkeeper
Santa Barbara Channelkeeper is a grassroots non-profit organization whose mission is to protect and restore the Santa Barbara Channel and its watersheds through science-based advocacy, education, field work and enforcement.
We work on the water and in the communities along the Santa Barbara Channel to monitor water quality, restore aquatic ecosystems, advocate for clean water, enforce environmental laws, and educate and engage citizens in implementing solutions to water pollution and aquatic habitat degradation.
Channelkeeper was founded in 1999 as a program of the Environmental Defense Center, and we became an independent 501(c)(3) non-profit organization in 2002. We are a member of Waterkeeper Alliance, a coalition of 200 grassroots groups on six continents collectively patrolling and protecting more than 1.5 million square miles of watersheds and defending their communities’ right to clean water. We are also a member of the California Coastkeeper Alliance, a coalition of all 12 California Waterkeepers working to strengthen water quality and marine habitat protections at the state level.
TEDxSantaBarbara is an independently organized group of engaged community leaders and volunteers from the Santa Barbara area who are dedicated to promoting ideas worth spreading.
In the spirit of ideas worth spreading, TED has created a program called TEDx. TEDx is a program of local, self-organized events that bring people together to share a TED-like experience. It is an inspiring day featuring talks given by amazing speakers who will help us answer the big questions in life.
TEDxSantaBarbara’s purpose is to emphasize our community’s influencers by providing them with a platform to express their exceptionally innovative ideas, ideas that we believe will mature in time to improve our society as a whole.
Center for Successful Aging (CSA)
Kevin currently serves on the Board of Trustees for The Center for Successful Aging.
The Center for Successful Aging provides a variety of programs to assist seniors to maintain their independence and integrity. Starting with its senior peer counseling program that offers support and assistance to seniors through individual and group sessions, the staff works with any senior needing assistance with their physical, mental, emotional and spiritual needs. The staff has access to over 90 community agencies where seniors can be matched with the services they need. The Center also has a Careline Telephone Reassurance Program where its staff provide daily calls to seniors living alone and wanting a friendly call each morning.
Teddy Bear Cancer Foundation
Teddy Bear Cancer Foundation is a non-profit organization providing financial and emotional support to families of children with cancer living in Santa Barbara, Ventura, and San Luis Obispo counties.
“Teddy Bear Cancer Foundation was inspired by a three year old boy with Ewing Sarcoma, a rare form of bone cancer and brain tumor diagnoses. One day, his mother broke down in tears as she shared the hardships she and her family had faced while caring for her sick child. After this conversation, I realized the great need for a support system for families with children suffering from cancer on the Central Coast. In 2002, with the determination to assist families through their battle with cancer, Teddy Bear Cancer Foundation was born.” – Nikki Katz, Founder
Santa Barbara Village (SBVillage)
Kevin is thankful for his three years serving on the SBVillage Governing Body.
Santa Barbara Village is a community-based membership organization focused on empowering older adults to live happily, healthfully, and successfully in their own homes as they age. SB Village provides a network of resources that address members’ living needs and their social, cultural, and educational interests.
Alpha Resource Center (ARC)
Kevin appreciated serving three years on the Board of Trustees for Alpha Resource Center.
Alpha Resource Center is committed to empowering individuals, supporting families and building a community that values the contribution of all people.
Alpha Resource Center is a multi-faceted service center providing support and information for families of children with developmental disabilities of all ages, teen and adult recreation, and life skills training for adults. Today Alpha serves over 2200 families. Alpha also owns and operates 3 thrift stores which support their services.
Alpha Resource Center was founded in the early 50s by family members who wanted an opportunity for their children to have an education, for parents to have a place to learn from each other and to transform the community to accept the participation of people of all ages with developmental disabilities.
Council on Alcohol and Drug Abuse (CADA)
The mission of the Council on Alcoholism and Drug Abuse is building a safer, healthier community by preventing and treating alcoholism and drug abuse.
Many of the youth services CADA provides were originally designed by Santa Barbara Fighting Back, and we work in collaboration with schools, community-based agencies, law enforcement, and with parents, to providing a “safety net” of prevention, intervention and treatment programs that reach youth at home, at school, and in the community.
CADA provides a range of adult services from prevention to treatment, including reducing stressors that can lead to substance abuse; providing information to professionals and the general public on substance abuse issues and resources; and providing residential detox and outpatient treatment services to adults who seek treatment on their own or are referred through the criminal justice system or social service agencies.
Kevin Bourke wrote Make Your Money Last a Lifetime® to help people make wise financial decisions. 100% of all revenues from the sale of the book Make Your Money Last a Lifetime® are donated to Santa Barbara based non-profits. In addition, donated copies can be found in public libraries across the US and abroad to further financial literacy.