Sugarloaf Wealth Management
Leads by Example
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When Jeff Manry started Sugarloaf Wealth Management (SWM) 26 years ago, he found great value in helping his clients partner with the Community Foundation. Manry worked closely with the Foundation to establish two of the largest legacy endowment accounts created to support our community. The Arrants and the Kistner Funds now give back in big ways and have left a legacy that both Lou and Mary would be so very proud of.
Adam Wilson, SWM Principal, shares, "Giving is an integral part of the culture here at our firm. We love to help our clients think philanthropically. Partnering with the Community Foundation along the way has provided valuable fiscal management and legacy giving solutions for our clients." SWM not only talks the talk; they walk the walk. They lead by example as they generously support many causes corporately. Three years ago, the partners took it to a whole new level when they made the decision to give away a portion of their profits every quarter. The original thought was that each partner would designate their portion to the charity of their choice or the group would agree to give collectively. That worked well for a while, but recently the partners decided they wanted to work to be even more intentional with their corporate giving in a way that would engage and involve their clients and employees more. Once again, they turned to the Community Foundation to help simplify and streamline the process.
Sugarloaf Wealth Management has now established a corporate giving account with the Foundation. They have launched their own "Sugarloaf Gives" campaign that encourages their employees and clients to nominate charities of their choice for grants. Nominations are received via their corporate Facebook page or company blog and one winner is selected from a drawing every three months. Adam explains, "This has been a great way for us to educate ourselves and our clients about the many nonprofits in our community. It's helped us to be more in touch with the issues that matter most to our stakeholders, which has in turn pushed us to be more thoughtful and impactful about our giving." He continues, "We are grateful to the Foundation for helping us make giving easy."
If you'd like to explore how the Foundation can help you craft a corporate giving program that fits your culture, email us today.
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Gladiators Give Big
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The Atlanta Gladiators have been proud to call Gwinnett County home since their inaugural season in 2003-2004. They truly are a hometown team that has a heart for giving back to the community that supports them most. Jim Hall, Director of Community Relations shares, "We believe it is very important for us to give back. Our fans give to us on so many levels. It's only right that we pay that forward in a big way."
Throughout the season, the Gladiators offer a multitude of special events that enable impactful giving like their Teddy Bear Toss and Pink in the Rink.
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Table full of Gladiators making their ornaments for the season
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Another
unique fundraiser they do annually is have each player hand-paint a Christmas ornament. Hall tells, "Each ornament is one-of-a-kind and a true work of art." In December, they host a special ornament auction that has proven to be a fan-favorite and one of the top fundraisers each season.
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Ornament Collection from a
past season
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Head Coach Andy Brandt putting his special touch on an ornament
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The Community Foundation is proud to be the trusted keeper of the Gladiators for Kids Fund that supports so many educational programs, youth sports endeavors, local foundations and non-profits, and families in need throughout the year. Thanks to the Gladiators our community scores big on and off the ice!
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| CFNEG Night at The Nutcracker |
Friday, December 18th, is Community Foundation for Northeast Georgia Night at the Gwinnett Ballet. The Nutcracker has been GBT's gift to the community since 1981. This traditionally told ballet in two acts follows the well loved story of Clara and her Nutcracker Prince as they travel from the Victorian Holiday Party, through a battle with the Mouse King, to the Land of the Sweets. GBT dancers will be accompanied live by the beautiful Gwinnett Ballet Theatre Orchestra directed by internationally acclaimed conductor Predrag Gosta.
A special treat on CFNEG Night will be watching our very own Margaret Bugbee play Mother Ginger! Join us at the Infinite Energy Center on the 18th at 7:30 p.m. It's sure to be a night you won't want to miss!
Click here to reserve your tickets today!
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| Christmas Wish List for Local Nonprofits |
This time of year grateful hearts are seeking good causes to give to. We encourage you to explore a special Wish List put together by the Gwinnett Coalition for Health & Human Services. Each year, they reach out to local non-profits to see what their top 5 wishes are for the holidays. There are some great items on the list that make it real easy for you and your family to know what's needed most. If we each gifted one item on the list, think of how much stronger and more impactful our non-profits would be. What better way to kick off your holiday giving? If you don't see something on this list that speaks to your heart, give us a call. We'll help you connect to the cause that matters most to you.
Explore the Wish List now, click here.
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| Real Issues Roundtable |
The Foundation, in partnership with the Gwinnett Coalition for Health & Human Services, facilitated a dynamic discussion between directors of our Cooperative Ministries and Foundation donors about how we can do more together to address the needs of the hungry and poor in our neighborhoods. The dialogue centered not only on how to build a steady, year-round supply of food to meet the demand, but also on ways our community can do more to care more holistically for those in need while also enabling long-term self-sufficiency. Lots of great ideas were brainstormed and captured. Those ideas will now filter back to the Gwinnett Coalition's task forces actively addressing hunger and homelessness across our community. As they work to problem-solve, the Foundation will remain diligent in helping to identify more donors that want a seat at the table to help provide vital resources necessary to address these critical needs.
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Offering a Wealth of
Estate Planning Knowledge |
On October 28th, the Foundation was pleased to offer a great educational program for our donors and community stakeholders on estate planning. Esteemed Alston & Bird attorney, Jack Sawyer, shared great advice on how to craft effective legacy giving plans that offer maximum benefit to heirs and our community and minimize tax liabilities. Much was learned about the protection, preservation and distribution of hard-earned assets so that our wealth can benefit those people and causes most important to us far beyond our lifetime. Jack stressed that estate planning should be a priority for all of us, regardless of our age or net worth.
If you'd like to learn more about the many tools you can use in your estate planning toolbox, give us a call. We'd love to help!
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Have You Heard...
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You can
Have Your Cake &
Eat it Too!
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| Looking Ahead |
As we begin to plan for the coming year, we would love to hear your ideas about educational programs that would benefit you.
Click here to email us your ideas!
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Graciously Giving Back
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$4,312,295
Grants distributed from Donor Funds and CFNEG
$9,937,526
Contributions received from our generous Donors deposited in
Donor Advised Funds for charitable grant making
"As we express our gratitude, we must never forget that the highest appreciation is not to utter words, but to live by them."
-John F. Kennedy
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| Contact Us |
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Community Foundation
for Northeast Georgia
6500 Sugarloaf Parkway
Suite 220
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