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Marissa Greider, Atlanta Ronald McDonald House Charities, and Elizabeth Burdette, SignatureFD

October 24, 2023 by John Ray

Elizabeth Burdette
Good2Give Podcast
Marissa Greider, Atlanta Ronald McDonald House Charities, and Elizabeth Burdette, SignatureFD
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Elizabeth Burdette

Marissa Greider, Atlanta Ronald McDonald House Charities and Elizabeth Burdette, SignatureFD (Good2Give Podcast, Episode 5)

Marissa Greider, Senior Director of Philanthropy at Atlanta Ronald McDonald House Charities and Elizabeth Burdette, Director of Giving at Signature FD, joined this episode of the Good2Give Podcast with DePriest Waddy and Maria Walden Sullivan. Marissa shared the mission of Ronald McDonald House in providing support for families with sick children, their partnership in philanthropy, upcoming fundraising events, Handbag Hullabaloo, end-of-year giving, and much more. Elizabeth discussed SignatureFD’s unique strategy of helping families not only grow and manage wealth but also build their “Net Worthwhile” by giving to causes they care about.

The Good2Give Podcast is presented by the Community Foundation for Northeast Georgia and is produced by the North Fulton studio of Business RadioX®. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Atlanta Ronald McDonald House Charities

Since 1979, Atlanta Ronald McDonald House Charities has been keeping families close when it matters most. ARMHC has hosted thousands of families as they care for a child who is receiving treatment for illness or injury. In a time of anxious uncertainty, ARMHC offers a comfortable place to call home in close proximity to their child’s care facility.

Guided by the belief that all children deserve access to quality pediatric healthcare, AThe mission of Atlanta Ronald McDonald House Charities is to transform pediatric healthcare access and experiences for families with ill, injured or recovering children through a network of Houses, Family Rooms, Care Mobiles, and community resources. ARMHC ensures equitable access to life-saving medical care. ARMHC’s commitment to family-centered care is validated by research which demonstrates that supporting the family results in better outcomes for the family and their child.

Since its beginning, Atlanta Ronald McDonald Houses have served more than 50,000 families with ill and injured children receiving medical care nearby. Their Houses are built on the simple idea that nothing else should matter when a family is focused on the health of their child.

Learn more about Handbag Hullabaloo 2023 here.

Website | LinkedIn | Facebook | Instagram

Marissa Greider, Senior Director of Philanthropy, Atlanta Ronald McDonald House Charities

Marissa Greider, Senior Director of Philanthropy, Atlanta Ronald McDonald House Charities

Marissa Greider, MA, FCEP, is a dedicated non-profit executive with more than two decades of connecting passion with purpose to advance the greater good in the Atlanta community through education, the arts, and human services. She currently serves as Senior Director of Philanthropy and Campaign Director for Atlanta Ronald McDonald House Charities, where she has worked since 2014.

Marissa’s non-profit leadership experience spans development, marketing, communications, and volunteer management, with expertise in strategic planning and developing and implementing successful fundraising initiatives, including three major capital campaigns. Prior to her tenure at Atlanta RMHC, Marissa worked at the Fernbank Museum of Natural History for 14 years.

Marissa received her Bachelor’s degree from Washington and Lee University and her Master’s degree from the University of Georgia, and she is a Fellow in Charitable Estate Planning. She resides in Atlanta with her husband and two daughters.

LinkedIn

SignatureFD

At SignatureFD, they believe people want to use their wealth to do something worthwhile—for themselves, those they love, and their community. Through integrated wealth management services, their professionals help clients create a financial design for life that enables them to protect, grow, give, and live their wealth, ultimately transforming their net worth into NET WORTHWHILE™. Our highly capable, collaborative, caring, and coordinated team of investment, financial planning, and tax experts is committed to proactively helping clients take control of their financial lives and achieve their goals. SignatureFD has 80+ passionate professionals who manage over $4 billion and has had a client retention rate of 97% since opening its doors in 1997.

Website | LinkedIn |Facebook

Elizabeth Burdette, Director of Giving, SignatureFD

Elizabeth Burdette, Director of Giving, SignatureFD

Believing that everyone has the ability to create meaningful change in their communities, Elizabeth Burdette helps guide individuals and families looking for ways to give back by providing resources and advice to empower their decision-making. She is a dedicated partner in creating personalized strategies to help clients reach their generosity goals and maximize the impact of their gifts.

An award-winning speaker and published author, Elizabeth has a unique skill set in fundraising, donor relations and engagement, program management, strategic communications, grant writing, and event design. Prior to joining SignatureFD in 2019, Elizabeth was the Director of Donor Relations at The Westminster Schools in Atlanta and a Fellow at the Robert W. Woodruff Foundation.

She also practiced law in both Austin, Texas, and Atlanta, specializing in business litigation in state and federal courts. She received her law degree from the University of Texas and a bachelor’s degree in American History and Spanish from Washington and Lee University. Elizabeth serves as the Treasurer of the Board of Directors of Special Olympics of Georgia, and also on the Board of Plywood People.

Additionally, Elizabeth is the Co-Chair of the Impact Committee of ADISA (Alternative and Direct Investment Securities Association). She is a member of the Association of Donor Relations and the State Bars of Georgia and Texas, and holds a Chartered Advisor in Philanthropy designation.

LinkedIn

About the Good2Give Podcast

The Good2Give Podcast celebrates the work of donors, nonprofits, and the causes they care about. The hosts of the show are DePriest Waddy and Maria Walden-Sullivan, and the show series is presented by the Community Foundation for Northeast Georgia.

The Good2Give Podcast is produced by the North Fulton studio of Business RadioX®. You can find the full archive of shows by following this link. You can also find the show on all the major podcast apps, including Apple Podcasts, Spotify, and many others.

Community Foundation of Northeast Georgia

At the Community Foundation for Northeast Georgia, everything they do centers around one purpose – improving the world through the power of philanthropy.

On a fundamental level, they do that through managing funds held in trust, donated by individuals, organizations, and businesses. Most funds are donor-advised funds, similar to savings accounts. These funds are pooled for investment purposes, and their income is used to make grants for a wide variety of charitable purposes.

But the Foundation’s goals expand far beyond managing funds. They desire to strengthen the communities they serve in Gwinnett, Northeast Georgia, and beyond by providing leadership, addressing community needs, and assisting individuals and organizations with their charitable giving.

Connect with CFNEG:
Website | Facebook | LinkedIn | Twitter | Instagram

Tagged With: Atlanta Ronald McDonald House Charities, cfneg, community foundation for northeast Georgia, DAF, DePriest Waddy, donor advised funds, Elizabeth Burdette, Good2Give Podcast, Maria Walden-Sullivan, Marissa Greider, pediatric healthcare, philanthropy, SignatureFD, wealth management firm

Emory Morsberger, Helping Ukraine, and Samuel Richmond, Nvestfit

October 2, 2023 by John Ray

Helping Ukraine
Good2Give Podcast
Emory Morsberger, Helping Ukraine, and Samuel Richmond, Nvestfit
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Helping Ukraine

Emory Morsberger, Helping Ukraine, and Samuel Richmond, Nvestfit (Good2Give Podcast, Episode 4)

Emory Morsberger, Founder of Helping Ukraine, and Samuel Richmond, President at Nvestfit, were the guests on this edition of the Good2Give Podcast. Emory Morsberger discussed his work and that of others to provide needed medical supplies and other goods to the people of Ukraine. He shared a compelling vision given to him and the invitation to deliver supplies. Emory also shared how Helping Ukraine has provided portable incubators, surgical tools, medical supplies, blankets, generators, support for orphanages, and Hope Centers for those left homeless by the destruction. Samuel Richmond discussed the benefits of philanthropic giving, the advantages of donor-advised funds, and more.

The Good2Give Podcast is presented by the Community Foundation for Northeast Georgia and is produced by the North Fulton studio of Business RadioX®. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Helping Ukraine

Helping Ukraine is a 501(c)3 designed to raise funds for medical supplies and other goods for the people of Ukraine.

The growing concern for the people of Ukraine has never been more evident than in the months since the February 24th bombing. Stimulated by Dr. Olha Paliychuk, Ukraine, her call for medical supplies, became a call heard around the world. Through individuals who reached out to one another from Ukraine to the US, a mission began sending medical supplies, ready to eat food and even cots for shelters bound for Ukraine. Rotarian Emory Morsberger of Atlanta, Georgia played a personal role by escorting expensive Stryker Drill Sets to hospitals in Ukraine in his own luggage.

Emory Morsberger founded Helping Ukraine, and joined Ken Ward and his team for a humanitarian mission to deliver stoves, generators, blankets, clothes, food and medical supplies to those along the frontlines of the war in Ukraine.

Website | Facebook | Instagram| YouTube

Emory Morsberger, Founder, Helping Ukraine

Emory Morsberger, Founder, Helping Ukraine

In 1991 Emory Morsberger, CEO of the Morsberger Group, founded Avalon homes, a strip of 350 town homes, and spearheaded the Highway 78 project to improve the declining conditions of the area. He became active in organizations, such as the Highway 78 Community Improvement District board, the Gwinnett County Revitalization Task Force, and the Gwinnett Chamber of Commerce board, which promoted the success of Gwinnett County.

His trademark “Progress Coming” signs began to appear in the windows of empty buildings that lined the seemingly abandoned Lawrenceville City Square and the Morsberger Group was created. As an extension of his development firm Morsberger created Lawrenceville Properties. Stripping down the Square’s century old buildings to their original brick and wood floors, the Morsberger Group transformed the Lawrenceville Square into a bustling destination for fine dining, shopping, and entertainment.

As a longtime Rotarian and Atlanta businessman, Emory was moved to service after seeing images, media coverage and hearing stories of the needs of the Ukrainian people. Through his connections, he was able to help elevate an effort that had begun with local Rotary clubs to send surgical and medical supplies, food and other goods.

In June 2022, Emory traveled to Ukraine and hand-delivered much needed supplies and also deepened my connections with Rotary Clubs throughout the country. Upon his return in July, he was moved to do more and launched Helping Ukraine US.

LinkedIn

Nvestfit

Nvestfit’s mission is to help their clients work toward financial independence through planning. They spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future.

Their goal is to be a trusted and knowledgeable advisor to their clients for the long term through education, training, integrity, and outstanding client service.

Website | LinkedIn |Facebook

Samuel Richmond, M.S., CFP, President, Nvestfit

Samuel Richmond, M.S., CFP, President, Nvestfit

As a CFP® professional, Samuel strives to serve his clients to the highest ethical standards of care. Taking the time to understand what is MOST important to you is paramount, while utilizing an established process to work towards your stated goals. Sam engages with his clients in a fiduciary capacity, providing specialized, objective and independent advice, putting your needs and best interest first.

His practice is geared towards how his clients measure peace of mind as business owners and families navigating the unique challenges faced in our world today. He offers his clients a holistic financial planning approach to help them maintain overall financial health and pursue multiple (and competing) financial goals. Whether it’s a more comprehensive financial plan or a specific planning need, his services always align with your current priorities, including ongoing review and monitoring.

For over a decade, he has passionately sought out all investment personalities with confidence, expertise and insight. As part of your executive team, he will partner with your CPA’s and attorneys to coordinate the components of your entire financial picture, making a positive impact on generations to come.

Samuel says his most notable accomplishments include the marriage to his beautiful wife Melanie going on 17 years and the birth of their wonderful boys Samuel and Isaiah. The family’s hobbies include exploring the great outdoors as well as an appreciation for the arts, theater and music. They also enjoy a worship experience that adds great value to their lives.

Samuel is on the Board of Visitors for the School of Business at Georgia Gwinnett College. He was appointed by former Commissioner Marlene Fosque to serve on the SPLOST Citizens Project Selection Committee overseeing the funding of transportation projects throughout Gwinnett County.  He has been involved in various non-profit organizations throughout Georgia and Tennessee such as Gwinnett Chatt Outreach, Preface, The Urban League, Big Brothers Big Sisters and Operation Hope.  Samuel is a proud member of Rotary International.

In 2009 Samuel earned a Bachelors of Science in Organizational Management from Covenant College followed by a Master’s in Personal Financial Planning from Kansas State University in 2014. He achieved his CFP® designation in 2015 and continues to feed his appetite for learning through ongoing trainings, workshops and books.

LinkedIn

About the Good2Give Podcast

The Good2Give Podcast celebrates the work of donors, nonprofits, and the causes they care about. The hosts of the show are DePriest Waddy and Maria Walden-Sullivan, and the show series is presented by the Community Foundation for Northeast Georgia.

The Good2Give Podcast is produced by the North Fulton studio of Business RadioX®. You can find the full archive of shows by following this link. You can also find the show on all the major podcast apps, including Apple Podcasts, Spotify, and many others.

Community Foundation of Northeast Georgia

At the Community Foundation for Northeast Georgia, everything they do centers around one purpose – improving the world through the power of philanthropy.

On a fundamental level, they do that through managing funds held in trust, donated by individuals, organizations, and businesses. Most funds are donor-advised funds, similar to savings accounts. These funds are pooled for investment purposes and their income is used to make grants for a wide variety of charitable purposes.

But the Foundation’s goals expand far beyond managing funds. They desire to strengthen the communities they serve in Gwinnett, Northeast Georgia, and beyond by providing leadership, addressing community needs, and assisting individuals and organizations with their charitable giving.

Connect with CFNEG:
Website | Facebook | LinkedIn | Twitter | Instagram

Tagged With: Ambulances, cfneg, community foundation for northeast Georgia, DAF, DePriest Waddy, donor advised funds, Emory Morsberger, Good2Give Podcast, Helpingukraine.us, Hope Centers, Maria Walden-Sullivan, medical supplies, nvestfit, Rotary, samuel richmond, Ukraine

Alpharetta Rotary Foundation

July 20, 2023 by John Ray

Alpharetta Rotary Foundation
Good2Give Podcast
Alpharetta Rotary Foundation
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Alpharetta Rotary Foundation

Alpharetta Rotary Foundation (Good2Give Podcast, Episode 2)

Leaders from the Alpharetta Rotary Foundation joined the Good2Give Podcast to talk about the work of the Alpharetta Rotary Club, the formation of its affiliated Foundation, and their relationship with the Community Foundation of Northeast Georgia. Guests were Brian King, Foundation Chairperson Elect, Katie Rocco, Foundation Director and Immediate Past President of Alpharetta Rotary, and club member Tony Van Gelder with Van Gelder Financial.  The team discussed the growth of the Alpharetta Rotary, why Alpharetta Rotary created a foundation, and why a nonprofit would partner with a community foundation. They covered several of the projects they’ve worked on, both local and international. Tony added remarks on donor-advised funds and their benefits.

The Good2Give Podcast is presented by the Community Foundation for Northeast Georgia and is produced by the North Fulton studio of Business RadioX®. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Alpharetta Rotary Foundation

The Alpharetta Rotary Foundation was formed in 2020 to be the philanthropic partner of the Alpharetta Rotary Club and the greater North Fulton Community.

They promote social welfare in the City of Alpharetta, and the North Fulton County community by supporting and participating in numerous community, vocational, and international service projects, and by making grants to organizations that qualify.

Website

Brian King, Chairperson Elect, Alpharetta Rotary Foundation, and President, Engineering 303, LLC

Brian King, Chairperson Elect, Alpharetta Rotary Foundation, and President, Engineering 303, LLC

Brian King founded E303 in 2011. He serves as the President and Principal Engineer and provides technical review of engineering projects and oversees all aspects of business and project management. He has completed Levels 1 -4 of the Rosgen Natural Channel Design courses and serves as the primary designer on all stream restoration projects. Dave Rosgen has peer reviewed many of Brian’s stream restoration designs, including multiple mitigation banking projects in Texas. Brian is considered one of the preeminent stream restoration designers in the country. He has designed stream projects in Georgia, Alabama, North Carolina, Texas, and Virginia.

Brian holds a degree in Geo Surveying from the Dublin Institute of Technology and a BS in Civil Engineering Technology from Southern Polytechnic State University (now Kennesaw State University). He is licensed as a Professional Engineer in Georgia, Alabama, Colorado, Maryland, Oklahoma, North Carolina, Texas, Virginia, and West Virginia.

Company website | LinkedIn

Katie Rocco, Director, Alpharetta Rotary Foundation and Realtor, The Rocco Team, Keller Williams North Atlanta

Katie Rocco, Director, Alpharetta Rotary Foundation and Realtor, The Rocco Team, Keller Williams North Atlanta

Katie Rocco and The Rocco Team are highly skilled Realtors, committed to excellence in all they do.

They specialize in helping Home buyers, Home Sellers & Investors build wealth through a customized real estate experience, from start to finish. Their business is built on our treasured relationships & because of their trustworthiness & integrity, clients & their referrals utilize the Rocco Team’s proficiency for the industry time & time again.

Their legacy is making home dreams come true & they strive to exceed expectations in all they do.

Website | LinkedIn

Tony Van Gelder, CFP, Owner & Financial Advisor, Van Gelder Financial

Tony Van Gelder, CFP, Owner & Financial Advisor, Van Gelder Financial

Van Gelder Financial (VGF) is an Atlanta based financial services firm which was launched in 1988 with the objective to offer outstanding financial planning and advice to clients.

Tony has always had a passion for personal finance and spent the first 10 years of his professional career within corporate finance for the medical industry.  His career path gave him the opportunity to work in America, Asia, and Australia where he gained valuable experience in understanding how finance impacts various cultures and the international business community.

Tony is a Certified Financial Planner™ (CFP®) and holds Series 7 and 66 securities designations.  Tony also maintains his life insurance license across various states.  He graduated with a B.S. in Finance and Operations Management from Indiana University and received his Masters in Business Administration (MBA) from Macquarie University in Sydney, Australia.

Tony, along with his wife and two sons currently live in Atlanta, GA where he is now the owner and lead advisor for Van Gelder Financial. In his spare time Tony enjoys golfing, reading, and teaching his boys the love of sports.

Company website | LinkedIn

About the Good2Give Podcast

The Good2Give Podcast celebrates the work of donors, nonprofits, and the causes they care about. The hosts of the show are DePriest Waddy and Maria Walden-Sullivan, and the show series is presented by the Community Foundation for Northeast Georgia.

The Good2Give Podcast is produced by the North Fulton studio of Business RadioX®. You can find the full archive of shows by following this link. You can also find the show on all the major podcast apps, including Apple Podcasts, Spotify, and many others.

Community Foundation of Northeast Georgia

At the Community Foundation for Northeast Georgia, everything they do centers around one purpose – improving the world through the power of philanthropy.

On a fundamental level, they do that through managing funds held in trust, donated by individuals, organizations, and businesses. Most funds are donor-advised funds, similar to savings accounts. These funds are pooled for investment purposes and their income is used to make grants for a wide variety of charitable purposes.

But the Foundation’s goals expand far beyond managing funds. They desire to strengthen the communities they serve in Gwinnett, Northeast Georgia, and beyond by providing leadership, addressing community needs, and assisting individuals and organizations with their charitable giving.

Connect with CFNEG:
Website | Facebook | LinkedIn | Twitter | Instagram

Tagged With: Alpharetta Rotary, Alpharetta Rotary Foundation, Brian King, cfneg, charitable giving, Community Foundation of Northeast Georgia, DAF, donor advised funds, Engineering 303, Katie Rocco, Keller Williams, Maria Walden-Sullivan, nonprofit fundraising, philanthrophy, The Rocco Team, Tony Van Gelder, Van Gelder Financial

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