Investing in your community is a lot like funding your retirement: Incremental amounts of time and money create strong returns in the long run.
That’s why the team at WealthSouth, which has served Central Kentucky with financial planning and wealth management for 100+ years, believes in giving back.
“Serving on nonprofit boards and committees is a vital part of community stewardship,” says Clint Long, WealthSouth Institutional Investment Consultant. “Local professionals have a lot to offer, particularly in the areas of administration, networking, and financial planning.”
🤝 Donating time + talents to dozens of community organizations
Jamie Eads, Institutional Specialist, has spent many years volunteering for Kentucky Ballet Theatre and the Bluegrass Youth Ballet. “It’s a lot of fun, but I also feel good knowing the organizations saved thousands of dollars through my help as a stagehand.”
Amachi Lexington is a mentorship program in which caring adults build relationships with children impacted by parental incarceration. John Cadwell, Wealth Management Advisor, has served the organization as a mentor to a young man in the program. He also volunteers as a financial advisor to Amachi program graduates and their families.
“It’s a very rewarding experience, not only in the life of the young man I am mentoring, but in mine,” Cadwell said.
🤝 How to start your own community investment journey
Eads says to consider your passions and strengths, and then research ways you can help others. Nonprofit organizations are eager to have you join their efforts.
In addition, the Planned Giving process is an effective way to leave a legacy gift to charities. Cadwell says WealthSouth consistently reviews Planned Giving options with its clients, which can greatly benefit both the recipient as well as the donor.
Read: It all adds up to a better Bluegrass.
Connect with the WealthSouth team.
