Why Give Through a Community Foundation?
A quick internet search will tell you that every nonprofit in your area already offers the opportunity to make a direct donation to its programming. If that option is readily…
3 Financial Planning Tips for Year-End
Following recession fears and economic upheaval from heavy tariffs in 2025, should investors expect a slow market in the new year? Is it unreasonable to hope for a positive surge…
Stewarding the Future: Adam Wilson’s Dream for the Professional Advisors Network
Since childhood, giving has been an important part of Adam Wilson’s life. As a financial planner, he’s committed to helping others build their philanthropic legacy. “As I grew up, church…
The Advisor’s Advantage: Giving Back Through Professional Partnerships
Even wealth management experts can benefit from having more connections. This year, Hays Evans is revitalizing his partnership with the Community Foundation and its Professional Advisors Network (PAN) to connect…
Connecting Clients with Causes that Matter: Scott Phelan’s Mission for PAN
By Grace Mowey, storyteller at Magnolia Media Group More than 20 years ago, Scott Phelan found a job that he loved. He currently holds the title of CFP Executive Vice…
30 Years of Cultivating Clients’ Legacies
He’s been serving the community for almost three decades. As retirement approaches, Dave Cook looks to encourage the next generation of professional advisors to invest in their clients’ legacy. “I…
Beyond the Numbers: Fostering and Maintaining Client Relationships through Philanthropy
Are you looking to take your client relationships to the next level? Through a partnership with the Community Foundation, you can enhance your role as an advisor and grow a…
Michelle Jackson’s Legacy of Philanthropy
The core of financial planning is preparing for the future. While that includes making a plan and sticking to it, it also means responding to changes — and that’s why,…
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…