Keeping the family together: Planned PEThood’s affordable vet care keeps pets in their homes
Keeping the family together: Planned PEThood’s affordable vet care keeps pets in their homes Sophia’s family knew something was wrong. Rushing their beloved pet to the veterinarian, they found she was suffering from a potentially fatal infection. She’d need surgery, but the quote given was between $6,000 and…
Time Management for the Holiday Hustle
The holiday season: a whirlwind of parties, endless to-do lists and everyone needing everything yesterday. If you’re drowning in deadlines, here are five quick time management tips to help you breathe — and hopefully enjoy the season. 1. The Four D’s: Do, Delegate, Defer and Delete When it…
The Gift of Generosity
While clients are busy wrapping presents, baking treats and making plans to celebrate with loved ones, the holiday season is also an ideal time to discuss another form of connection: year-end charitable giving. For many, this time of year brings a unique opportunity to make a lasting impact…
Bringing comfort and shelter to cancer patients and their families: Christopher’s Haven Atlanta
There's a tree on the wall of Christopher's Haven Atlanta that's growing bigger every week. Its colorful leaves are formed from the handprints of families who've stayed there. The branches symbolize the bonds created with others who've passed through Christopher's Haven's doors; each seeking -- and finding --…
Wake Up, Show Up, Step Up: NSPIRE Founder Celebrates 25 Years of Supporting the Homeless with New Fund
“Some people wake up to an alarm clock. Others wake up to a calling.” Gregg Kennard, one of the founders of NSPIRE, feels fortunate to fulfill his calling by serving those struggling with homelessness and addiction in his community. He recently connected with the Community Foundation for Northeast…
Philanthropy in Focus: Identifying Your Charitably-Minded Clients
Recognizing charitably-minded clients is a key skill for advisors who want to go beyond traditional financial planning to help their clients make a more meaningful impact. By identifying clients who have (or will likely develop) a heart for giving, you can help them maximize their contributions and strengthen…
Let’s Talk Giving: How to Start Charitable Conversations with Your Clients
Talking about giving doesn’t have to be complicated or intimidating. In fact, it’s one of the best ways to connect with your clients on a personal level and help them achieve more meaningful goals. If you’re unsure how to bring up philanthropy, here are some practical and approachable…
Breaking Cycles of Homelessness with Dignity: A Drake House Story
Our community is full of amazing nonprofits and programs, and The Drake House is one of them. A sanctuary for single moms and their kids, The Drake House seeks to be a launching pad for those in a season of homelessness to get back on their feet. President…
The Heart of Legacy Planning
Legacy planning isn’t just about transferring wealth — it’s about passing down what matters most: one’s values, passions and desire to make a difference. Many people want their lives to reflect more than what they’ve earned; they want their life to reflect who they are. Whether it’s supporting…