philanthropy Archives - Business RadioX ®

Chuck Milton, William’s House, and Chris Foley, Edward Jones

May 28, 2024 by John Ray

Good2Give Podcast

Chuck Milton, William's House, and Chris Foley, Edward Jones

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Chuck Milton, William’s House, and Chris Foley, Edward Jones (Good2Give Podcast, Episode 10)

On this episode of the Good2Give Podcast, host Maria Walden welcomes guests Chuck Milton, Executive Director of William’s House in Roswell, Georgia, and Chris Foley, a financial advisor with Edward Jones. Chuck discusses the mission of William’s House, which is to empower fathers in recovery to achieve self-sufficiency and housing sustainability. Chris elaborates on his philanthropic journey and how he assists his clients with charitable giving and financial planning. Topics include the innovative housing solutions William’s House provides for single fathers, their long-term support programs, and their efforts in fundraising and grant writing. The discussion also touches upon the benefits of donor-advised funds and strategies for financial literacy.

The article “Can you make charitable giving less ‘taxing’?” mentioned by Chris Foley during the show can be found online, free of charge, by following this link.

The Good2Give Podcast is presented by the Community Foundation for Northeast Georgia. The show is produced by John Ray and the North Fulton studio of Business RadioX®. You can find the full archive of shows by following this link.

Chuck Milton, William’s House

Chuck Milton serves as the Executive Director and CEO of William’s House, a nonprofit organization dedicated to empowering fathers in recovery to achieve self-sufficiency and sustainable housing.

Before co-founding William’s House in 2020, Chuck accumulated over 20 years of corporate experience as Vice President at prominent boutique retained executive search firms. He excelled in business development and worked with a diverse clientele, including manufacturers, SMBs, and Fortune companies such as Southern Company and Walt Disney, across both Orlando and Burbank.

His inspiration for this mission stems from his personal journey with alcoholism and prescription drug abuse, which led him to enter a rehabilitation program in 2009. Following his rehabilitation, Chuck found himself in a challenging situation without a stable living environment or the necessary tools to rebuild his life. This experience sparked his curiosity about the support available to men with children facing similar struggles.

Shortly thereafter, Chuck coincidentally joined Mary Hall Freedom House, a facility that assists women and women with children. During his time there, he recognized the need for similar resources tailored to men with children, which inspired the creation of William’s House.

Chuck is a proud alumnus of Florida State University, where he earned a Bachelor of Science in Social Sciences with a focus on Political Science. He was actively involved in the Greek system and student government during his time at FSU. Despite being a Florida native, Chuck now considers Atlanta his home after residing there for over three decades.

William’s House

William’s House empowers fathers in recovery to achieve self-sufficiency and attain housing sustainability.

At its essence, William’s House is dedicated to motivating men in recovery, guiding them through a transformative journey to reclaim their lives, and facilitating their reintegration with families as valued contributors to their communities. The programming at William’s House places emphasis on personal transformation, moral inventory, and reliance on a Higher Power. The strategy is centered around the transformative power of relationships, including the spiritual dimension, to foster lasting positive change.

Recent research highlights the importance of homeless men having the opportunity to share and process their feelings of judgment, guilt, shame, remorse, and separation from their families, as well as their fears about parenting and re-entering family and home life.

William’s House is dedicated to creating an enriching and supportive environment. The strategic approach is grounded in the belief that enabling individuals at William’s House has a positive ripple effect on the broader community. This approach is encapsulated in the Six Pillars: Housing, Financial Literacy-Wealth Building, Family Counseling, Physical and Mental Well-being, Sobriety Maintenance, and Career Heights. William’s House is committed to delivering comprehensive support through a combination of community-based initiatives and on-site services.

Website | LinkedIn | Instagram | Facebook | X (Twitter)

Chris Foley, Edward Jones, CFP®

Chris Foley guides individuals, families, and small business owners in an increasingly complex and volatile investment environment by offering clear, straightforward financial advice and helping them make sense of their investments.

Chris Foley, Edward Jones, on the Good2Give Podcast — **Chris Foley, Edward Jones**

Since joining Edward Jones, Chris has assisted many families in the community to fund their investment goals and plan for their financial futures. Prior to his career at Edward Jones, he worked in the financial services industry for nearly 13 years. He earned his B.A. from Dartmouth College.

Chris’s finance journey began in his junior year of college at the age of 20. He worked as an intern on the trading desk of a global investment bank and developed an enthusiasm for researching stocks. He saved $1,000 by the end of the summer and picked a blue-chip stock in which to invest. His father opened a brokerage account for them to invest in together. His father purchased the stock Chris had chosen, and Chris was to reimburse him. Instead, Chris used the money to buy an electric guitar (since purchasing that guitar, he has learned to play a whopping nine chords and only one scale). Fortunately, his father held onto the investment, and that initial $1,000 grew and eventually helped to fund his retirement. That experience taught Chris the power of compounding and investing for the long term. While his ability to play the guitar has not grown, his passion for investing, educating his clients, and helping them to create the life they dream of has grown exponentially.

Chris is a relationship builder and cares deeply about his community. He and his wife, Courtney, live in the Crabapple area of Alpharetta, Georgia, with their two curious and very active young boys. Courtney is a classical pianist who still encourages him to play his guitar and master the E minor pentatonic scale. In his spare time, Chris enjoys spending time with his family, watching sports, and traveling.

Website | LinkedIn

Edward Jones

Edward Jones, a Fortune 500 firm, provides financial services in the U.S. and through its affiliate in Canada. The firm’s nearly 19,000 financial advisors serve more than 8 million clients, with a total of $1.7 trillion in client assets under care. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society.

Through the dedication of the firm’s 50,000 associates and our branch presence in 68 percent of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them.

Website

Topics Discussed in This Interview

00:00 Welcome to the Good2Give Podcast
00:41 Introducing the Guests and Their Missions
01:13 Deep Dive into William’s House: Empowering Fathers
05:33 Financial Literacy and Philanthropy with Chris Foley
10:05 Exploring Donor Advised Funds and Charitable Giving
14:13 The Importance of Community and Fundraising Efforts
21:30 Future Plans and How to Get Involved
32:04 Closing Thoughts and Contact Information

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

The Good2Give Podcast is produced by John Ray and 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.

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 extend 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

David Martinez III with Vitalyst Health Foundation and Paula Cullison with Arizona Women’s Partnership

November 27, 2023 by Karen

David-Martinez-with-Vitalyst-Health-Foundation-and-Paula-Cullison-with-Arizona-Womens-Partnership-feature

Phoenix Business Radio

David Martinez III with Vitalyst Health Foundation and Paula Cullison with Arizona Women's Partnership

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David Martinez III with Vitalyst Health Foundation and Paula Cullison with Arizona Women’s Partnership

Vitalyst Health Foundation is on a mission to connect, support, and inform efforts to improve the health of individuals and communities in Arizona.

Established following the sale of the St. Luke’s Health System to a for-profit corporation in 1996, the foundation operated as St. Luke’s Charitable Health Trust (1996–1999) and St. Luke’s Health Initiatives (2000–2016).

Over its history, Vitalyst has invested more than $130 million into Arizona health, in areas ranging from statewide health policy to local community gardens. Along the way, the organization has established itself as a thought leader, convener, framer, and catalyst of key health initiatives and coalitions.

David Martinez III serves as Director of Strategic Community Partnerships, working with community-based leaders, organizations, and coalitions to increase capacity and civic participation.

Prior to Vitalyst, Martinez was project manager for the Center for the Future of Arizona, and community engagement manager for St. Mary’s Food Bank Alliance. He is a Flinn-Brown Fellow with the Arizona Center for Civic Leadership, and involved with the Arizona Community Foundation’s Center for LGBTQ Philanthropy and the Desert Botanical Garden.

Originally from Marana, Arizona and one of six children, David is a first generation college student earning a B.A. in Secondary Education, Political Science and Journalism from The University of Arizona. He served as Student Regent on the Arizona Board of Regents, worked at the UA Office of Institutional Equity, and interned with Congressman Raul Grijalva.

Martinez currently lives in Central Phoenix and as a localist, loves to explore Arizona.

Connect with David on LinkedIn and follow Vitalyst Health Foundation on Facebook, Twitter and Instagram.

The Arizona Women’s Partnership was formed in 2002 as an all-volunteer philanthropic 501 c3 nonprofit to award grants to small Arizona based charities that assist disadvantaged women and children in Arizona. To this end, two fundraising events which focused on females in the culinary industry were created: Getting Our Just Desserts and Wine, WoMEN & Jazz. To date AZWP has awarded over $600,000 to over 90 nonprofits – most of which are multi-year grant recipients. They deal with critical issues: domestic violence, child abuse, youth at risk, ESL, literacy, food insecurity, refugee families, homelessness, work readiness, services for the elderly, crisis counseling, etc.

Paula Cullison has an extensive background in marketing, nonprofit management, public relations and social work, A native New Yorker, she has lived in Phoenix since 1974. As President of Women in Management for a major national corporation, Paula created an extensive statewide project – The Year for All Arizona Women – which hosted over 100 events. Paula was involved in the First Earth Day event through Citizens for a Better New York.

She has traveled to over 50 countries, worked in Switzerland, and has attended several UN and other international conferences. Paula’s international travel articles and over 80 photography exhibits have been enjoyed by many. She is the recipient of several prestigious award: YWCW Tribute to Leadership Award, MLK Service Award, Susan B. Anthony Award, Macy*s Heart & Soul Award, Susan G. Koman Ribbon of Hope Award, etc.

Paula served on the Phoenix Women’s Commission and the Futures Forum. In 2002 Paula created the Arizona Women’s Partnership, an all-volunteer nonprofit, in order to award grants to small charities that served disadvantaged women and children. To date, AZWP has awarded over $600,000 in grants to over 90 charities that assist over 250,000 annually. In 2020 she created and curated a statewide art exhibition to commemorate the 100th anniversary of the 19th amendment and trade-named it ‘In Celebration of Women’. 38 artists were selected by a jury reflective of the cultural diversity in AZ.

This year she curated another juried art exhibit ‘In Celebration of Women II – Making HERstory’. The 37 featured artists will be at the AZ Capitol Museum until Dec 16th. An avid hiker, Paula has hiked numerous trails in AZ as well as the Grand Canyon 7 times – including Rim2Rim in a day. She enjoys reading internationally focused historical fiction. Paula is active with several international organizations.

Follow Arizona Women’s Partnership on LinkedIn, Facebook, Twitter and Instagram.

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

October 24, 2023 by John Ray

Good2Give Podcast

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

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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, 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.

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

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.

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.

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

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

Larry Campbell, Corners Outreach, and Donna Beatty and Courtney Mishoe, Frazier & Deeter

August 18, 2023 by John Ray

Good2Give Podcast

Larry Campbell, Corners Outreach, and Donna Beatty and Courtney Mishoe, Frazier & Deeter

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Larry Campbell, Corners Outreach, and Donna Beatty and Courtney Mishoe, Frazier & Deeter (Good2Give Podcast, Episode 3)

Larry Campbell with Corners Outreach as well as Donna Beatty and Courtney Mishoe from Frazier & Deeter joined this episode of the Good2Give Podcast. Larry discussed mission and the myriad of services Corners provides to underserved students of color and their families. He also discussed the business processes that help Corners Outreach measure their impact. Donna talked about Frazier & Deeter, her work with C5, a nonprofit, and she and Courtney discussed how donors can structure their charitable giving. Hosts DePriest Waddy and Maria Walden-Sullivan covered how the Community Foundation for Northeast Georgia interfaces with and supports donors and causes, and much more.

Maria also mentioned the Community Foundation’s The 4 Disciplines of Execution® event on October 4, 2023 with author Chris McChesney.

Corners Outreach

Corner Outreach’s vision is to build a community where every person thrives, no matter their background. Bridging The Gap. Working For Change. Changing Our Community. Celebrating 10 Years.

Their mission is Equipping Metro Atlanta’s underserved students of color and their families to lead full lives through educational development and economic opportunities.

Corners accomplishes this through Corners Academy, Workforce Academy, Corners Industries and working with community partners.

With tremendous effort from volunteers and certified teachers, Corners Academy sees significant improvement in reading and math for attending students. This is especially true for dual-language learners. Summer camp fills a serious void in the lives of our elementary students. Having camp five days a week gives students a safe and enriching place to spend their summer days while parents work. Students are able to continue studies, stay connected with their friends, enjoy a healthy meal, and continue to grow through a variety of games and experiences. Meanwhile, parents have the peace of mind knowing their children are cared for while they can’t be with them.

Corners Industries is employing members of the community in living wage jobs using talents they already have. Their largest industry is Lawn Care with a Purpose, which employs multiple teams and serving over 500 clients. Lawn Care with a purpose serves the entire metro area with mowing, fertilization, hardscapes, pine straw, mulch, flowers and plants, sprinkler systems, lighting and more! Ten percent of all revenue from Lawn Care with a Purpose is donated to Corners Academy.

Corners Outreach works closely with community partners in efforts to continue serving families through a holistic approach.

Website | Facebook | YouTube | Instagram

Larry Campbell, President and CEO, Corners Outreach

Larry Campbell is one of the founders of Corners Outreach. When Corners Outreach began in 2010, Larry was the CEO of CD Group, a software consulting firm that served 500+ clients in 21 states. In 2016, Larry sold this business and dedicated himself full-time to the work at Corners Outreach.

After college, Larry spent the first fifteen years of his career working for Union Carbide, once the seventh largest company in the world. He worked himself from the field to corporate headquarters in accounting and operations. Larry and his family moved to Atlanta in 1992 and he started and grew two of the largest technology companies.

He believes that businesspeople should invest more in their community.

Frazier & Deeter

Frazier & Deeter is a full-service accounting and consulting firm with Georgia offices in mid-town Atlanta and in Avalon in Alpharetta, GA. Additionally they have offices in other states and in London, England. Frazier & Deeter is a member of the top 50 CPA firms in America.

Website | LinkedIn |Facebook | Instagram

Donna Beatty, Tax Partner, Frazier & Deeter

As a Partner in Frazier & Deeter’s Tax practice, Donna Beatty brings a wealth of professional tax and accounting knowledge to the firm. Her experience encompasses providing comprehensive tax planning, review, advisory, and compliance services to closely held businesses, high net-worth individuals, and professional services groups. She has extensive expertise consulting with small businesses on financial software and has worked with clients in industries that include real estate, construction, manufacturing & distribution, retail, professional services, technology, entertainment, and family-owned businesses. Donna specializes in helping law firms and real estate investment groups with complex tax matters. Her expansive industry knowledge allows Donna to provide background insight in an evolving market; she has successfully represented clients with the Internal Revenue Service in Washington, D.C.

Donna prides herself on solid professional relationships with clients and thrives on learning and fulfilling her client’s needs and expectations. Until 1994, she was a Principal at the firm before moving to become a partner at a small local accounting firm.

Professional & Civic Organizations:

American Institute of Certified Public Accountants (AICPA), Georgia Society of Certified Public Accountants (GSCPA), Atlanta Tax Forum, Board Member, Past President, Better Business Bureau Serving Metro Atlanta, Athens & NE GA, Board V.P., and C5 Georgia Youth Foundation, Board Member, Past Chair.

Courtney Mishoe, CPA, Tax Principal, Frazier & Deeter

Courtney Mishoe is a Principal in Frazier & Deeter’s Tax Practice in the firm’s Alpharetta office. She offers clients’ expertise in comprehensive tax planning and tax compliance with closely held businesses and their owners. 

Courtney is responsible for preparing and reviewing complex tax returns for individuals and pass-through entities, comprehensive tax planning and various consulting services. Her industry expertise includes law firms, restaurants and real estate, professional services, manufacturing, and healthcare companies. 

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.

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

Introduction to the Good2Give Podcast, with DePriest Waddy, President and CEO, Community Foundation for Northeast Georgia

July 13, 2023 by John Ray

Good2Give Podcast

Introduction to the Good2Give Podcast, with DePriest Waddy, President and CEO, Community Foundation for Northeast Georgia

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Introduction to the Good2Give Podcast, with DePriest Waddy, President and CEO, Community Foundation for Northeast Georgia

DePriest Waddy, President and CEO of the Community Foundation for Northeast Georgia, introduces the Good2Give Podcast, a show devoted to shining a spotlight on donors, non-profits, and the difference they are making in causes they care about. The podcast celebrates the transformative effects of charitable giving, features stories of how giving transforms lives, explores groundbreaking ideas, and much more.

The Good2Give Podcast is presented by the Community Foundation of 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.

**DePriest Waddy, President and CEO, Community Foundation of Northeast Georgia**

DePriest has a long history of leadership in the nonprofit sector. He has served almost 30 years in leadership roles at various nonprofits and Fortune 500 companies, including the American Hospital Association, Big Brothers Big Sisters of Metro Atlanta, United Way of Greater Atlanta, Jefferson County Committee for Economic Opportunity, and, most recently, Families First.

Before joining the Community Foundation in June 2022, DePriest was CEO of Families First, a 131-year-old nonprofit serving at-risk children and families throughout Georgia, the United States, and abroad.

DePriest received his bachelor’s degree in marketing from The University of Alabama and his MBA from Kennesaw State University. He is a Leadership Gwinnett Class of 2015 alumnus, as well as a Leadership Birmingham Class of 2019 alumnus and Leadership Atlanta Class of 2022. He has been named to the Atlanta 500 in 2021 and 2022, Atlanta Magazine’s annual list of the area’s most powerful leaders. He was also awarded the Georgia Titan 100 in 2022. He and his wife, Carol, have one married daughter and two granddaughters.

DePriest’s dream for the Community Foundation: “Continuing to help meet the increasing needs resulting from complex family problems.”

At the Community Foundation for Northeast Georgia, everything they do centers around one purpose – improving our 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.

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

Announcing the Good2Give Podcast, with DePriest Waddy and Maria Walden-Sullivan, Community Foundation of Northeast Georgia

June 30, 2023 by John Ray

Good2Give Podcast

Announcing the Good2Give Podcast, with DePriest Waddy and Maria Walden-Sullivan, Community Foundation of Northeast Georgia

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North Fulton Business Radio, Episode 677)

On this episode of North Fulton Business Radio, DePriest Waddy and Maria Walden-Sullivan of the Community Foundation of Northeast Georgia were returning guests with host John Ray to discuss the work of the Foundation. They discussed what a Community Foundation does and how it serves donors, nonprofits, and the community at large. They also announced the debut of a new podcast, the Good2Give Podcast, which will celebrate “the magic of giving,” donors and non-profit leaders, and the vital causes they care about.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

At the Community Foundation for Northeast Georgia, everything they do centers around one purpose – improving our 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.

Website | Facebook | LinkedIn | Twitter | Instagram

DePriest’s dream for the Community Foundation: “Continuing to help meet the increasing needs resulting from complex family problems.”

**Maria Walden-Sullivan, Director of Development, Community Foundation of Northeast Georgia**

Caring for her community is at the heart of everything Maria does. She was born in the oldest city in America (St. Augustine) and has been a proud Atlantan for the past 25 years. Maria is passionate about making a difference in her own backyard and inspiring others to do the same.

As our Director of Development, Maria is leading the Community Foundation of Northeast Georgia into a whole new territory. Through her role, we are now able to expand into and impact North Fulton and Forsyth. She has a passion for nonprofits and is highly skilled in donor relations, major gifts, volunteer management, grant writing, and capital campaign management.

Maria is a trainer and facilitator for leadership development, strategic planning, and capacity building. With almost a decade of experience at the world’s most trusted leadership company, Franklin Covey, Maria has been certified in over a dozen leadership courses. She has also served as an ad-hoc faculty member for the Georgia Center for Nonprofits since 2019.

Questions and Topics in this Interview:

The work of the Community Foundation of Northeast Georgia
Charitable Giving
DePriest’s journey to CFNEG
Understanding the needs of donors
The debut of the Good2Give Podcast

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. 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.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

DePriest Waddy, Maria Walden-Sullivan, and Scott Jordan, Community Foundation of Northeast Georgia

April 5, 2023 by John Ray

North Fulton Business Radio

DePriest Waddy, Maria Walden-Sullivan, and Scott Jordan, Community Foundation of Northeast Georgia

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North Fulton Business Radio, Episode 629)

On this episode of North Fulton Business Radio, DePriest Waddy, Maria Walden-Sullivan, and Scott Jordan of the Community Foundation of Northeast Georgia, joined host John Ray to discuss the work of the Community Foundation of Northeast Georgia. They described a donor-advised fund and how these funds allow individuals to develop a charitable legacy, how the Foundation makes charitable giving easier and more organized, its work with local non-profits, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

At the Community Foundation for Northeast Georgia, everything they do centers around one purpose – improving our 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.

Website | Facebook | LinkedIn | Twitter | Instagram

DePriest’s dream for the Community Foundation: “Continuing to help meet the increasing needs resulting from complex family problems.”

**Scott Jordan, Board of Director, Community Foundation of Northeast Georgia**

In 1999, Scott was accepted into the SunTrust Bank (now Truist) Management Associate Program. Upon graduation, he served in various roles including Financial Services Representative and Account Executive. He transitioned to BB&T (now Truist) in 2001 and served as a Financial Center Manager and Business Banker.

Scott was recruited by Accenture in 2004 as part of a new team focused on Bank Mergers & Acquisitions. He returned to BB&T (now Truist) in 2005 and spent the next 16 years in various business development and leadership roles including Commercial Banking Relationship Manager, Market President – of North Metro Atlanta, Market President – of Central Atlanta, and Market President – of Northeast Metro Atlanta.

Currently, he is leading the newly created North Metro Atlanta Banking/Financial Services Division for Pinnacle Financial Partners.

Scott currently serves on the Boards of Community Foundation for Northeast Georgia, North Fulton Community Charities, Forsyth Chamber of Commerce, and Leadership Forsyth. Furthermore, he is a graduate of Leadership North Fulton, Leadership Gwinnett, Leadership Forsyth, and Leadership Atlanta.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Michele Rebeor with Michele M Rebeor Consulting Dawn Hocking with The Centers for Habilitation and Anne Gill with Tempe Chamber of Commerce E8

May 27, 2020 by Karen

Phoenix Business Radio

Michele Rebeor with Michele M Rebeor Consulting Dawn Hocking with The Centers for Habilitation and Anne Gill with Tempe Chamber of Commerce E8

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Michele Rebeor with Michele M Rebeor Consulting Dawn Hocking with The Centers for Habilitation and Anne Gill with Tempe Chamber of Commerce E8

During this episode of Collaborative Connections Radio Show and Podcast, a few common themes were echoed throughout the show. One important thing for people to understand is that building and sustaining relationships is the key to success for businesses and non-profits alike. We also all agreed that collaboration and communication will help pull us through these unprecedented times.

If you are a Tempe resident, business owner, leader in the community or have a passion for non-profits, check out this episode of Collaborative Connections Radio Show and Podcast hosted by Kelly Lorenzen, with KLM Consulting. Featured guests included Anne Gill, President of the Tempe Chamber of Commerce, Dawn Hocking, Development Director for The Center for Habilitation and Michele Rebeor, Fundraising and Philanthropy consultant.

Michele M Rebeor Consulting (MMRC) specializes in supporting nonprofits of all sizes, budgets and resources through the evaluation, identification and implementation of innovative practices that maximize their current and prospective donor relationships using meaningful and intentional philanthropic opportunities. Our guidance enhances a nonprofits current resources to build more deliberate practices that will garner increases in contributions, donor loyalty and sustainable giving. Additionally,

MMRC offers a unique and rare insight into the transformative role of women in philanthropy. Applying a decade of hands-on expertise we prepare, educate, and advance organizations to effectively establish and incorporate practices that recognize the significant role and substantial impact women have on the future of philanthropy.

Michele Rebeor has enthusiastically served the nonprofit sector for more than 28 yrs. as a development professional & consultant specializing in innovative practices to maximize donor relationships, with meaningful, intentional, realistic, efficient & sustainable strategies. She has also developed a rare, niche expertise in women focused philanthropy drawn from the passion, skill & success she discovered through a decade of leading female investors as the director of ASU Foundation’s Women & Philanthropy program.

Since 2016, through her own consulting firm and as the Arizona-based consultant for CCS Fundraising, Michele been coached clients of all sizes with customized services that encompass women-focused philanthropy, creating sustainable development and donor engagement strategies, as well as testing and advisement for capital campaigns; all resulting in new heights of engagement and contributions for non-profits.

Committed to her profession – she has been an active member in the Greater AZ Chapter of the Association of Fundraising Professionals (AFP) since 1998 and is currently serving on the Board and as the Chair of the AFP Professional Mentor Program. Additionally, she participates as a volunteer for the AZ Air National Guard’s 161st Air Refueling Wing Copperheads Care Family Support Program, a variety of animal programs and for the the annual Ironman Arizona.

Originally from Upstate New York, Michele has lived in Arizona since 1988. She is an Ironman triathlete, competitive rower, and avid animal lover. Hoyt, her long-time significant other is a Commanding Officer and refueling pilot for the Arizona Air National Guard. They enjoy international and local traveling whenever possible – especially taking their camper and dogs for off the grid excursions to simply enjoy the outdoors.

Connect with Michele on LinkedIn, Twitter and Facebook.

TCH is nonprofit which provides support for individuals with disabilities. Our mission is finding creative and innovative ways to provide hope and purpose for individuals with disabilities.

Dawn Hocking has been changing the lives of people with disabilities for 29 years.

As Director of Development she is responsible for community outreach, writes grants, and oversees volunteers to ensure individuals with disabilities live a full meaningful life.

She is a Relationship Builder, Advocate, Instigator of fun, Creative thinker, Resource connector, Mentor and graduate of Tempe Leadership Class XXVII.

Follow TCH on LinkedIn, Facebook and Twitter.

The Tempe Chamber serves as the voice of business, a catalyst for economic growth, and a champion for a strong community.

Anne Gill, IOM, is the President & CEO of the Tempe Chamber of Commerce. Anne is an innovative nonprofit leader recognized for her work in business advocacy, organizational excellence, development and community outreach.

Anne serves on the boards of the Western Association of Chamber Executives, Arizona Chamber Executives (Past Chair), Tempe Tourism Office, Tempe Leadership Council, Rio Salado Foundation, Friends of Public Radio Arizona, and Rio Salado College President’s Community Advisory Council.

Anne is a graduate of the US Chamber Foundation’s Institute for Organization Management, and recently completed their Business Leads Fellowship. She holds a B.A. in International Business.

Follow the Tempe Chamber on LinkedIn, Facebook, Twitter and Instagram.

About the Show

Kelly Lorenzen started the “Collaborative Connections” show to bring her clients and favorite charities together to meet each other, connect and collaborate in life and business. She hopes to build a stronger community one show at a time.

About Our Sponsor

KLM Consulting is a business concierge and project management firm. They help small business owners and non-profits build, brand and brag about their businesses.

About Your Host

Kelly Lorenzen, CEO of KLM Consulting, is an award-winning entrepreneur with over 15 years of business-ownership experience. She is also a certified project management professional.

Kelly’s expertise is in business development, customer service, marketing, and sales.

Connect with Kelly on LinkedIn, and follow KLM Consulting on Facebook.

Kimberly Kur and Elisa de la Vara with Arizona Community Foundation E29

January 10, 2020 by Karen

Phoenix Business Radio

Kimberly Kur and Elisa de la Vara with Arizona Community Foundation E29

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Kimberly Kur and Elisa de la Vara with Arizona Community Foundation E29

The Arizona Community Foundation is Arizona’s largest statewide grantmaker and private provider of college scholarships. The foundation is comprised of thousands of funds created by generous Arizonans during their lifetimes and or through their estate plans.

Since its inception in 1978, ACF and its affiliates have invested over $783 million into the community.

Kimberly Kur is Senior Vice President, Planned Giving & Advancement for the Arizona Community Foundation. Kimberly leads the foundation’s statewide asset development activities, including ACF’s Center for Planned Giving. She is responsible for training and guiding ACF’s statewide teams in areas of planned giving, donor stewardship, prospect management and partnering with professional advisors.

Kimberly also works closely with existing and future donors, nonprofits and professional advisors to facilitate lifetime and planned charitable gifts.

Elisa de la Vara is Chief Community Officer for the Arizona Community Foundation. She oversees the Foundation’s engagements and relationships with Arizona’s diverse communities. She is responsible for the grants management division, all major community initiatives including the Community Impact Loan Fund, affordable housing fund, immigration and border philanthropy, and Philanthropy for All initiatives.

Elisa is also responsible for ACF’s statewide Affiliate system, including regional staff members in Cochise, Flagstaff, Sedona, Yavapai County and Yuma.

Follow ACF on LinkedIn, Facebook and Twitter.

About 3C Amplified

3C Amplified puts the spotlight on change makers in our communities. Listen in as we share how businesses, nonprofits and community minded individuals are connecting, creating and collaborating to amplify their impact and create positive change in the world.

Want to be part of the conversation? Join us in The 3C Community! Our members create together a collection of stories, experiences, and practical ideas for taking action and implementing change through collaboration and community partnerships between individuals, businesses and nonprofits.

About Jacqueline Destremps

Jacqueline Destremps is a creative marketing strategist and founded Another Hand Advantage, LLC in 2014 to help community minded small business owners and nonprofit professionals move forward more confidently with their marketing strategy. After graduating from Arizona State University with a degree in Psychology, she has spent her professional career working in both the nonprofit and for-profit sector.

She now enjoys being self-employed and the flexibility it provides to allow more time to volunteer, serve on nonprofit boards, choose pro-bono projects, run 100+ Women Who Care Valley of the Sun (which she co-founded in 2014) and travel the world. Jacqueline believes in creating connections between businesses and nonprofits in the community to stimulate growth and collaboration.

Follow AHA on Twitter and Facebook.

Chuck Milton, William’s House, and Chris Foley, Edward Jones (Good2Give Podcast, Episode 10)

Chuck Milton, William’s House

William’s House

Chris Foley, Edward Jones, CFP®

Edward Jones

Topics Discussed in This Interview

About the Good2Give Podcast

Community Foundation of Northeast Georgia

David Martinez III with Vitalyst Health Foundation and Paula Cullison with Arizona Women’s Partnership

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

Atlanta Ronald McDonald House Charities

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

SignatureFD

Elizabeth Burdette, Director of Giving, SignatureFD

About the Good2Give Podcast

Community Foundation of Northeast Georgia

Larry Campbell, Corners Outreach, and Donna Beatty and Courtney Mishoe, Frazier & Deeter (Good2Give Podcast, Episode 3)

Corners Outreach

Larry Campbell, President and CEO, Corners Outreach

Frazier & Deeter

Donna Beatty, Tax Partner, Frazier & Deeter

Courtney Mishoe, CPA, Tax Principal, Frazier & Deeter

About the Good2Give Podcast

Community Foundation of Northeast Georgia

Introduction to the Good2Give Podcast, with DePriest Waddy, President and CEO, Community Foundation for Northeast Georgia

DePriest Waddy, President and CEO, Community Foundation of Northeast Georgia

Community Foundation of Northeast Georgia

Announcing the Good2Give Podcast, with DePriest Waddy and Maria Walden-Sullivan, Community Foundation of Northeast Georgia (North Fulton Business Radio, Episode 677)

Community Foundation of Northeast Georgia

DePriest Waddy, President and CEO, Community Foundation of Northeast Georgia

Maria Walden-Sullivan, Director of Development, Community Foundation of Northeast Georgia

Questions and Topics in this Interview:

DePriest Waddy, Maria Walden-Sullivan, and Scott Jordan, Community Foundation of Northeast Georgia (North Fulton Business Radio, Episode 629)

Community Foundation of Northeast Georgia

DePriest Waddy, President and CEO, Community Foundation of Northeast Georgia

Maria Walden-Sullivan, Director of Development, Community Foundation of Northeast Georgia

Scott Jordan, Board of Director, Community Foundation of Northeast Georgia

About the Show

About Our Sponsor

About Your Host

Kimberly Kur and Elisa de la Vara with Arizona Community Foundation E29

About 3C Amplified

About Jacqueline Destremps

Our Mission

Sponsor a Show

Partner With Us

Connect with us

North Fulton Business Radio, Episode 677)

North Fulton Business Radio, Episode 629)