Even experienced donors can benefit from a fresh look at their giving to help envision greater impact, efficiency, and meaning. SignatureFD clients Annie and Nick Shreiber, lifelong philanthropists, have long supported numerous causes, universities, and organizations across the globe. Their diverse interests and professional careers have taken them from Argentina, to Europe, to Mexico, to Atlanta, and now to Dahlonega, Georgia.
When Annie and Nick began working with Elizabeth Burdette, Philanthropic Advisor, they sought guidance to align their giving with their family’s values and aspirations. Elizabeth took the time to thoroughly understand the Shreibers’ rich charitable journey, identifying common threads and opportunities within their philanthropic endeavors. Her expertise in the Give pillar of SignatureFD’s wealth activation framework was instrumental in helping them integrate their generosity into their broader legacy and financial plan, created in partnership with their Wealth Advisor, Blake Willams.
Through their Generosity Blueprint experience, Annie and Nick gained a holistic perspective on their giving. Elizabeth guided them through an engaging process that connected their philanthropic efforts to their core values and family narratives. Together, they developed a thoughtful Purpose to help anchor their future giving and clearly communicate their family’s generosity identity to the next generation.
The Shreibers also took a deeper dive into the impact of their prior giving by assigning a “purpose score” to the organizations they had supported over the years. This allowed them to evaluate how well each partner aligned with their values and passions. With these insights, Annie and Nick streamlined their giving strategy, prioritizing organizations and causes that most resonated with their vision and distinctive life experiences.
In an inspiring family meeting hosted at SignatureFD, Annie and Nick presented their vision for generosity and legacy to their sons and daughters-in-law. They shared their Purpose Statement and the deeply personal stories behind their decisions, creating a meaningful dialogue about the family’s shared values and future. Reflecting on the journey, Nick expressed his gratitude for the SignatureFD team, acknowledging how their expertise and guidance helped articulate the couple’s Net Worthwhile® and solidify their family’s legacy of generosity.
Interested in developing your own Generosity Blueprint? Contact Elizabeth Burdette at 404-573-4924 or elizabeth.burdette@signaturefd.com to get started.
