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…
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…
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,…
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…
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…
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…