2016 Annual Report: Balser Giving Circle

Erin Dreiling Great Grant Stories, News 0 Comments

Practice makes perfect giving for Our House

Financial advisors help their clients be philanthropic, driving good in our region. In 2016, 45 advisors practiced what they preach as the inaugural participants in the Balser Giving Circle, where they dug deep into the power of philanthropy to make a difference around income inequality. Curated, exclusive experiences included a robust data deep-dive, an onsite tour of nonprofits working on this vital issue, and impactful interviews with nonprofit leaders on the front line daily. Three nonprofits were selected to make pitches to the group and at the journey’s end, the inaugural participants chose one nonprofit to receive a grant. With a matching gift from the Balser Professional Advisor Council, Our House received $25,000 to build new private bathrooms in their shelter that serves the most vulnerable homeless Atlanta population – families with newborn babies. And the advisors got to experience the joy that philanthropy spreads.

The Balser Giving Circle is the  next step in evolution of the Balser Professional Advisor Council. Since 2007, this partnership between our organization, the Jewish Federation of Greater Atlanta and the United Way of Greater Atlanta has given advisors learning opportunities and tools to integrate philanthropy into their work.

Read the full 2016 Annual Report here.