Generosity is the New Marketing: The Business Case for Charitable Giving

In today’s business climate, the best marketers stand out from the competition not by how much they “get,” but by how much they “give.”  While making a profit is crucially important, most Americans today would agree that profit is not the only reason to be in business, and that companies have a broader responsibility to the communities they serve. (Switch & Shift-The Human Sign of Business)

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People choose to volunteer for a variety of reasons. For some it offers the chance to give something back to the community or make a difference to the people around them. For others it provides an opportunity to develop new skills or build on existing experience and knowledge. 

One of our core values at Peabody Wealth Advisors is to give back to the communities we serve. Giving back has different meanings for different people, so we attempt to define giving back in the following ways:

1.  Giving Back Time- The advisors at Peabody Wealth Advisors are expected to serve their communities through volunteering their time to either service organizations, charitable organizations or things such as youth sports, scouting or other community organizations.

2.  Giving Back Expertise- Using our training and experience to help benefit charitable organizations in their operations

3.  Giving Back Financially- Using a portion of our revenue to help provide much needed financial support to local organizations

We feel that giving back not only contributes to the health and wellness of the community, it also establishes our firm as leaders in the business community.  Most importantly, it is the right thing to do.

This philosophy also aligns our firm with many of our clients who believe their investments should reflect their personal beliefs. We work with many client to ensure that their investment strategy matches their core values in regards to things such as the environment, religious beliefs and social responsibility. When a client or prospective client comes to us looking for a plan that involves a charitable component, we can relate to them much better due to our firm’s commitment to the community as well as charitable pursuits. This only makes our relationships with our clients even stronger.

It is our belief that if every business in the community just contributed in a small way, it would make our communities more vibrant and a better place to live.  

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Peabody Wealth Advisors is proud to be the lead sponsor of the Peabody Area Chamber of Commerce's Chamber for Good program. Through this program, we hope to raise awareness of local non-profits to allow them to continue their core missions to deliver vital services and improve the quality of life in our communities.



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