Tag: Article

5 Ways to Give Back During the Coronavirus Crisis

To prevent the further spread of COVID-19, most Americans are adjusting to a new reality, shut out of schools, workplaces, restaurants and entertainment venues for the foreseeable future. But we don’t have to feel helpless during this prolonged period of uncertainty. While hospital and healthcare professionals, grocery …Read More

5 Ways to Make Your Company a Charitable Champion

The holiday season is for spending time with friends and family and giving back. In this spirit, we have announced our inaugural list of Charitable Champions—financial advisory firms that give back to their communities by promoting a culture of philanthropy. We were thrilled to receive an overwhelming number …Read More

Jonna Keller (back left) and Alexandra Armstrong (back right) pictured with children from the Boys & Girls Clubs of Sarasota County.

Building Community Around a Common Cause

Being a woman in the financial services industry can be lonely. According to a Cerulli report, only 16% of financial advisors are women. Without the same robust network in place as their male counterparts, women like Sarasota-based retired financial advisor Alexandra Armstrong—the 2014 Invest in Others Lifetime …Read More

3 Ways to Incorporate Philanthropy Into a Conference

Business executives attend conferences for many reasons: to expand their industry knowledge, to network with colleagues, or to make important business contacts, just to name a few. Today, there are thousands of conferences for every type of business. To make yours stand out, conference hosts must excite, …Read More

Five Steps to Raising Charitable-Minded Children

With the unofficial start to summer now days away, children all over the country are getting ready for camps, vacations and lazy days at the pool. But between fun and relaxation, summer is the perfect time for parents to teach their children about giving back. Children are hardwired …Read More