Community Service is the core ideal of our company, and we applaud those organizations whose sacrifices and services lead to the best outcome for all of humanity. We know that we have furthered the outreach of many causes by supporting our clients through our advocacy.
And for us, this means providing competitively priced solutions specifically tailored to meet the insurance needs of nonprofit and social service organizations. By assisting our clients in choosing insurance coverages that best serve their specific needs, we help to promote the integrity, viability, and longevity of their organizations while protecting their resources. Find out what our clients are saying.
The overarching mission of Charity One Insurance Agency is to leverage our resources and skills to negotiate cost-effective insurance solutions, Risk Management Tools and Resources. We are able to focus a notable amount of our time and attention towards utilizing our resources to gain market access and significant savings for our nonprofit & social service clients.
We ensure our clients experience a peace of mind; knowing that Charity One Insurance Agency understands their unique risk and exposures and is well equipped to provide numerous options and suggestions to protect their organizations from the ever so fast growing trend of suing our fellow citizens, businesses and organizations.
To request no-cost, no-obligation quotes from our preferred partner companies, please contact us.
Charity One Insurance Agency is a licensed, bonded and insured Independent Brokerage Firm backed by more than 35 years of combined experience in the insurance industry. We specialize in providing insurance programs to nonprofit and social service organizations at highly competitive premiums. We represent the interests of our clients, while simultaneously cultivating solid relationships with our partner insurance companies.
We watched many new nonprofits open their doors during the 1990s. Although we were delighted by this growth spurt, as insurance professionals, we also knew that many nonprofits and social service agencies were unwittingly left compromised. This occurred because they either lacked the funding to purchase the proper insurance or were ill-advised in their selection of an insurance program suitable for their needs. Unfortunately, not all insurance professionals are well-informed about insurance programs available to the nonprofit and social service communities. Over the past few years, charitable grant makers, government funding sources, and various other funders have placed more stringent requirements on nonprofits for insurance. This has left many nonprofits at a severe disadvantage because the premiums for nonprofit insurance are typically very high or unavailable through many traditional insurance companies and brokerage agencies. To help resolve this problem, we formed Charity One Insurance Agency in 1999 to provide competitively priced, stable, high quality products and programs to charitable organizations. Since our formation, we have offered our services exclusively to nonprofit and social service agencies. Today, our company is emerging as a leader in the world of nonprofit insurance.
I am grateful to be a part of Charity One! The company has provided me with the ability to support the development of our team members as well as support nonprofits and social service organizations to protect their mission. I’ve been blessed to be able to provide specialized consulting services to these organizations while drastically saving many thousands of dollars for the many awesome causes. In my spare time, I enjoy spending time with family, exploring restaurants, traveling, shopping, watching the Dallas Cowboys win and pretending to be a gourmet chef.
I love helping our nonprofits by assisting them with securing insurance coverages tailored to fit their budget and needs. I truly enjoy volunteering and learning about all the wonderful missions our nonprofits have in order to create a positive impact to our communities. My favorite thing is spending time with my son and being a caddy for his golf tournaments. Also fishing, bowling, and being a barbecue pit master.
Working with Nonprofit & Social Service Organizations is exciting and rewarding. I love being able to help protect our clients missions and being there when our clients need us the most. Being a part of Charity One has allowed me to work with a team of dedicated people and service a host of passionate clients. I am a Certified Work Comp Advisor. Assisting high ex-mod clients find affordable solutions and break down their policies to find past errors is my favorite kind of challenge. Outside of the office I enjoy spending time with my Jack Russell Terriers and finding fun ways to be active!
Charity One has become my home away from home. I love working with people who have become family and helping our clients achieve their missions. It truly is such a fulfilling career. I am a Certified Work Comp Specialist and enjoy helping clients understand the inner workings of their policies. Outside of work, you can find me watching sports, playing with my dogs, being crafty or enjoying my favorite hobby, billiards. My team and I won 2nd place at the World Championships in Las Vegas, NV!
I enjoy working with organizations that are trying to better the world and make a difference, whether it be giving hope to a community, foster children, homeless in need or animals.
In my spare time, I enjoy hanging out with family and friends or my animals. I love traveling, attending car shows and eating desserts. Fun facts about me – I’m related to John Wayne, I used to race Jr Dragsters from the ages of 10-17, and I’m actually a redhead in disguise.
Working with Charity One has given me the opportunity to surround myself with other likeminded individuals with hearts for Social Service. I enjoy working with a motivated and hardworking team with common goals. Outside of the office I love spending time with my husband and 2 little boys. Spending time outdoors with the family, trying new restaurants, concerts and playing with our puppy “Cookie” brings me great joy. Little known fact about me is that I listen to NPR and embrace my inner nerd!
Being in the insurance industry since 2011 has been very exciting but working with Nonprofits & Social Services will always be what fulfills me. I strive to provide comprehensive insurance solutions for our clients and provide the customer service of someone that cares about their mission. Outside of the office I truly enjoy volunteering with local nonprofits. I’m a volunteer youth soccer coach and run a Book Club that donates books to under-privilege communities. I am also fully bilingual in Spanish.
Throughout all my life I’ve been passionate about serving my community. Charity One has allowed me to not only do just that, but to serve those who do so much for those in need at a much greater scale - and it doesn’t get much more fulfilling than that. Apart from insurance, I also love to write music, try new local restaurants, and make clothes in my spare time.
My mom always taught me to be “others-centered”. Being a part of the Charity One family allows me to do what comes naturally: protect the income of good people who take care of good people! My specialty is Retirement and Life Insurance. Preparing for a comfortable lifestyle after years of service is important! Finding the right retirement solutions for business owners and individuals is what I do best! Proper life insurance coverage is critical to the financial success of any company and every family. I like to maximize the living benefits features of our top rated carriers to keep more money available to you while you’re living!
Partner Insurance Companies
Charity One Insurance Agency partners only with companies that are rated by A.M. Best (an industry standard rating company) and maintain an A or A+ rating or higher. Our companies are rated superior and no less than excellent. Our partners are financially sound with stable history and proven track records of paying claims and defending their clients.
Although we are a for-profit business, we are considered a vital part of the nonprofit community. We are affiliated with leading umbrella organizations in the nonprofit insurance sector such as the Nonprofit Insurance Alliance of California (NIAC). We are an appointed broker of the Nonprofit Insurance Alliance of California and a multitude of other insurance companies that have products specifically for nonprofit & social service organizations.
Our partner companies offer coverage exclusively to nonprofit organizations. Consumers cannot access these programs directly through these insurance companies. Instead, they must go through an approved insurance broker such as Charity One Insurance Agency. When a prospective client contacts us, we shop the market with many eligible specialty carriers to find a suitable plan, or if necessary, we custom-design a plan. We typically save each client thousands of dollars annually. In addition, we are often able to improve their coverage for equal or lower premiums.
It is our pledge that we will never make compromises by placing your coverage with companies for higher commission, bonuses, or contingency checks. Charity One Insurance Agency represents your interest first. All of the companies that we represent have proven track records of providing protection afforded by the policies that they underwrite in the event of a loss.
Once again, please note that these companies offer quotes only through approved, appointed licensed brokers such as Charity One Insurance Agency. Contact us to learn more about receiving no-cost, no-obligation quotes for your organization. We will be honored for you to allow us to obtain quotes on behalf of your organization.
“We recently had to find new coverage for our non-profit, and tried a few agencies. We finally settled on Charity One, not only for their friendly, well-informed and helpful explanations and suggestions on the phone, but also for their care in following through with last-minute changes. They were very responsive by phone and by email, and because there was a time-crunch, were kind enough to help with issues even at the weekend Since finalizing the policy, they have continued to check in on some other details. It was good to find a company whose senior staff take the time to step in as necessary when a customer needs that extra help, and who are aware of what everyone in the office is doing. The regular office staff have been consistently helpful and informative. I highly recommend the agency.”
“My non-profit has been insured with Charity One for close to 2 years now. From day one I have experienced nothing but professionalism. Mary is very attentive to our needs and also patiently gives me reminders when something is needed that I have overlooked. Our agency has been in existence for over 18 years and Charity One is by far the best broker we have worked with.”
“I’m a client of Charity One Insurance agency and I want to say a big THANK YOU for the best possible service ever!! The staff at Charity One are the best in the business and the most friendly too. If you need insurance I would recommend Charity One to everyone. ”
“I am a new non-profit and no nothing of the insurances I need. Mary Castro has been so helpful and nice. She takes the time to explain everything to me so I can make informed decisions. Very glad I use them.”
“We are a NPO located in Moreno Valley who highly endorses Charity One Insurance Company. We have been a loyal customer since ’07 and they have helped us cut cost and streamline our insurance needs. Lisa, Mary, Caroline & Adriana are experienced professionals, well-knowledgeable, organized with high ethical standards. We are looking forward to a great and long relationship with the agency!”
“We are a small non-profit organization and Charity One has gone over and beyond in servicing our insurance needs. Charity One has been our agent since 2010 and they work tirelessly with us on keeping our premiums down and help in whatever way they can on obtaining financing for us. Caroline and the rest of the Charity One team are always so polite, gracious and professional. We highly recommend them without hesitation.”
“We would like to thank the staff at Charity One Insurance, their great customer service and willingness to help our non-profit succeed and make an impact in the San Gabriel Valley truly speaks volumes of how great of a company they are. ‘Together We Can Make A Difference.’ ”
“Finding the right insurance for company seemed daunting for me until I got connected with Charity One Insurance Agency. Their staff worked diligently to help me find the right general liability and workers compensation policies for my business. Dealing with Charity One, you get assisted by very, professional and knowledgeable staff eager to help. My experience with this company has been very satisfactory, and I highly recommend their services. Charity One Ins. Agency is no doubt, a merit to the non-profit and social services space.”
“If it weren’t for Burney and company, I’d still be dealing with State Fund … just thinking about the 12 years of being a State Fund hostage gives me nightmares! Charity one is fabulous. We work with at risk youth and I can honestly say, Charity One is the only insurance company that actually understands our needs as they pertain to our clients. They are so dedicated. Burney just came up to assist with our first audit with our new workmen’s comp carrier … no one has ever done that for us before. We have all of our insurance needs adequately covered at reasonable rates … three cheers for Burney, Lisa, Mary and everyone else at Charity One. I highly recommend them.”