Community Investment

We believe passionately that when we invest in the people and institutions in our communities, everyone wins. We empower individuals, elevate organizations, and generate valuable economic growth — cultivating a sense of shared ownership and mutual responsibility that serves us all. Through our Community Reinvestment Act initiatives, Stifel broadens access to financial services by providing credit and funding to local municipalities and organizations to support development projects, revitalize low- to moderate-income areas, and fund affordable housing programs.

Volunteering

Associates across Stifel are actively engaged in service opportunities throughout the U.S. and abroad. In 2025, they logged 30,560 volunteer hours, including support for nonprofit organizations, industry groups, and commemorative events such as the National Day of Service, which honors the lives lost on 9/11, including 67 associates from Stifel's KBW subsidiary.

Financial Education and Literacy

A lack of access to financial literacy programs and services can have generational impacts within families and communities, creating lifelong barriers to financial success. To address this gap, Stifel has created programs to share our knowledge on investing, saving, and other personal finance topics with people of all ages and socioeconomic backgrounds. In 2025, nearly 1,400 participants benefited from in-person financial literacy events sponsored by Stifel's banks or led by our employee volunteers.

Stifel bank is proud to teach financial literacy in our community and offer online resources for all ages. Our Budget Bunny series introduces early learners to foundational money concepts like saving, spending, and making smart choices — helping young audiences develop healthy financial habits from the start. Chris Reichert
Chief Executive Officer, Stifel Bank & Trust

Material Topics:

  • Client Access and Outreach
  • Community Resources
  • Philanthropy

In Remembrance, We Serve

One of Stifel's largest volunteering efforts is the National Day of Service, which brings together participants from more than 600 companies across the United States to honor the lives lost on September 11, 2001. Joe Spalluto, a former senior executive at KBW, Ron Kruszewski, Chairman and CEO of Stifel Financial Corp., and Tom Michaud, President and CEO of KBW, led our associates in this endeavor. In 2025, Stifel co-hosted the event in St. Louis, alongside the St. Louis Blues hockey team, where nearly 1,000 volunteers from 35 companies helped pack 340,000 meals. In New York City, more than 6,500 volunteers from over 120 companies helped pack more than two million meals. In total, nearly 27,000 volunteers across 24 cities, including over 400 Stifel and KBW associates, joined together to pack 9.4+ million meals.

This day of volunteering is a deeply meaningful annual tradition, when Stifel and KBW honor the memory of those who died on 9/11, including 67 associates from KBW.

Mikaela Shiffrin celebrates her first-place finish in Women's Slalom as Ron Kruszewski presents the trophy at the 2025 Stifel Copper Cup.

Philanthropy

Stifel promotes and prioritizes the power of giving. From our burgeoning Donation Match Program to our commitment to corporate sponsorships, we are devoted to meaningful financial action. We are proud to share that our corporate and associate philanthropic donations and our corporate matches totaled over $13.3 million in 2025.

Stifel's banks are committed to maximizing our unique opportunity to make a critical impact on individual lives, families, businesses, and our broader community. Our focus on the needs of the low-to-moderate income community ensures our actions create positive transformation where it's needed most. Suzanne Agin
Managing Director, Community Investment
Effective facility management is essential to our sustainability journey — it's how we translate ambition into measurable outcomes across our global operations, helping us manage our environmental impacts and overall operating costs. Robert Fox, CFM
Director of Real Estate and Facilities