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,…
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…
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…
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:…
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…
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…
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…
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…
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…