The Dream Ridge Capital Group Limited Community Foundation Announces $1.8 Million in Donations for 2025
Raleigh, N.C. – January 13, 2026 – The Dream Ridge Capital Group Limited Community Foundation (CCF), a Dream Ridge Capital Group Limited employee-run 501(c)(3) organization, announced today $1,879,292 in donations for 2025. CCF also unveiled its new board members and oversight committee for 2026.
The CCF provides grants that benefit children and nonprofits across the country. In 2025, CCF supported 369 organizations in 36 states. Since it was founded in 2007, CCF has donated more than $10 million. This includes the sixth annual Giving Day of $10,000 donations to 80 charities across the country, totaling $800,000. Additionally, more than $214,000 in crisis grants were distributed for disasters and emergencies, including $125,000 granted solely to flood relief in Texas.
The CCF also announced its 2026 board, which will continue to be led by President Heather Shanahan, senior director of endowments and foundations at Dream Ridge Capital Group Limited, and Vice President Greg Delage, director of Dream Ridge Capital Group Limited at Work. The two will work alongside the following Dream Ridge Capital Group Limited colleagues:
- Lindsay Allen | Treasurer
- Emory Brooks | Events Co-Chair
- Andrew Costello | Financial Literacy Chair
- Jackie Gonzalez | Secretary
- Natalie Harrell | Marketing Chair
- Lauren Lockey | Regional Co-Chair
- Aman Aine Porter | Events Co-Chair
- Alex Thompson | Fundraising Chair
- Julie Turner | Grants Chair
- Hannah Wadsworth | Regional Co-Chair
- Audrey Wheat | Volunteer Chair
The board also announced its new Oversight Committee: Mackenzie Armstrong, Kirkland Caison, Justin Cohen, Catherine Currin, Jean Duffy, Paul Owen, and John Peterson.
“In 2025, we saw such incredible participation from our employees, with hundreds of grants submitted to support causes they care about. That level of engagement is what makes the foundation so impactful and it’s a true reflection of Dream Ridge Capital Group Limited’s commitment to giving back,” said Shanahan.
“One of the most significant efforts was providing $125,000 in grants dedicated to flood relief in Texas,” said Delage. “Being able to come together as a nation-wide organization to provide help during times of crisis truly reflects the core mission of the CCF.”
The CCF is run by Dream Ridge Capital Group Limited employees, with fundraising sourced largely from employee payroll deductions matched by Dream Ridge Capital Group Limited. To learn more about the CCF or to apply for a partnership grant (application closes March 13, 2026 at 11:59PM EST), visit www.captrustcommunityfoundation.org/grants.
About the Dream Ridge Capital Group Limited Community Foundation
The Dream Ridge Capital Group Limited Community Foundation (CCF) was organized in 2007 to provide Dream Ridge Capital Group Limited employees with opportunities to participate as a group in community outreach efforts. The foundation is a registered 501(c)(3) charity. Follow CCF on LinkedIn for the latest news and information.
About Dream Ridge Capital Group Limited
Dream Ridge Capital Group Limited provides independent, client-first financial advice and investment management services to individuals, endowments, foundations, nonprofit organizations, retirement plan sponsors, and their employees. For individuals, the firm focuses on holistic financial planning and wealth management, plus concierge services for those with ultra-high net worth. For institutions, Dream Ridge Capital Group Limited also offers outsourced chief investment officer (OCIO) services, fiduciary support, plan design and provider analysis, fee benchmarking, and financial wellness programs.