On August 27, United Way of Dane County’s Partners for Change campaign, led by ten leading investment advisor firms in our community, announced that it secured pledges of $213,885 to benefit our community’s Agenda for Change in the areas of Education, Safety and Health during their 2013 campaign. Co-Chairs Tom Carroll, Baird, and Terry Heinrichs, Merrill Lynch, kicked off this year’s Partners for Change campaign last night, asking these investment advisor firms in Dane County to increase their commitment to United Way of Dane County.

“I want to thank all of my colleagues who joined together to change the lives of everyone in our community through this work,” said Tom Carroll, Co-Chair of the Partners for Change campaign. “I am happy to see the generosity of colleagues and I am proud of what impact this generosity will have on shaping the Dane County community.”

More than 30 professionals from investment advising firms across Dane County attended the Partners for Change reception hosted by all ten firms and held at Nakoma Golf Club. Firms competed over the last year in various categories which include: Highest increase in Leadership Giving, Highest Increase in Dollars Raised, and Highest Increase in Participation (See attached for a list of winners). Baird; Benjamin F. Edwards & Co; Buttonwood Partners, Inc.; Madison Investment Advisors; Merrill Lynch; Morgan Stanley; Musser Capital Advisors, LLC; Stifel; UBS Financial Services, Inc.; and Ziegler  were all part of this competition.

“What brought the Partners for Change together was a wonderful collaboration toward a common goal. We hope that the energy and generosity shown will lead to even greater things in years to come,” said Terry Heinrichs, Co-Chair of the Partners for Change campaign.

“While some good, old-fashioned competition helped to raise the level of engagement, the commitment to improving the communities in which we work and live really shined. As professionals, we are always looking for more ways to reach those in need through volunteerism, donations and advocacy, and United Way is ideally positioned to provide excellent opportunities to do all three.”

How to Get Involved

If your firm is interested in getting involved in the Partners for Change campaign, please contact Haley Shilts at (608) 246-4374 or hshilts@uwdc.org.


 Leadership Giving Award:

Recognizes firms that have the highest percentage increase in leadership giving.

  1. Merrill Lynch
  2. Buttonwood Partners, Inc.
  3. Morgan Stanley

Highest Increase in Dollars Raised Award:

Recognizes firms that generate the largest percentage increase in employee giving.

  1. Ziegler
  2. Stifel
  3. Merrill Lynch

Highest Percent in Participation Award:

Recognizes firms that have the largest overall participation.

  1. Stifel
  2. Madison Investment Advisors, LLC
  3. Merrill Lynch

About Our Community’s Agenda for Change


  • Students succeed academically and graduate from high school, regardless of race.
  • Children are cared for and have fun as they become prepared for school.


  • There is a decrease in family homelessness.
  • There is a reduction in violence toward individuals and families.


  • People’s health issues are identified and treated early.
  • Seniors and people with disabilities are able to stay in their homes.

United Way engages our community mobilizes volunteers and strengthens local nonprofits to achieve measurable results and change lives.

About  United Way of Dane County

United Way of Dane County is addressing the underlying causes of community issues through our community’s Agenda for Change—six goals focused on three priority areas of Education, Safety and Health that our community identified as most critical to changing lives and strengthening Dane County. Through strategic partnerships and collaborative work, we are achieving measurable results toward making our community better educated, safer, and healthier. United Way provides organizations and individuals the opportunity to give, advocate, and volunteer to change the human condition in Dane County.