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…
Connecting Wealth with Purpose
The Professional Advisors Network through the Community Foundation for Northeast Georgia is a bridge builder for philanthropists and worthy causes. Whether a financial advisor, estate attorney, CPA or other professional, these individuals help facilitate investing in our community through their relationship with CFNEG. Former PAN Board Chair and…
Honoring James (Jim) Pack: A Life of Service and Generosity
Some people leave footprints that fade with time. Others, like James (Jim) Ferguson Pack, leave behind legacies that continue to shape the world long after they’ve gone. Jim, who passed away peacefully at his home in Lawrenceville on May 15, 2024, at the age of 90, was one…
From Whimsy to Legacy: Applying Love Does in Your Professional Practice
If you're looking for a book that flips the traditional idea of love on its head, Love Does by Bob Goff is a must-read. It's a lighthearted, engaging read with deep insights that can resonate with anyone, especially those in professional advisory roles like financial advisors, CPAs or…
More Bang for Their Buck: Why Your Clients Need to Know About the “Mega Backdoor Roth”
As a trusted advisor, you’re always looking for innovative ways to help your clients save more for retirement. If they’ve maxed out their regular 401(k) and IRA contributions, you might want to introduce them to a little-known but powerful strategy: the “Mega Backdoor Roth”. So, what exactly is…
Where Art and Heart Meet: The Hudgens Center’s Role in Good2Give
“Giving is kind of an art form. When you create a piece of art, you’re investing in it. You’re putting part of yourself into the piece to make something beautiful. There's no more rewarding or gratifying thing in the world than to give of yourself.” This sentiment, expressed…