“A recent New York Times article explored a challenge that many executives face: Today’s employees, especially Gen Y, are increasingly focused on finding a greater purpose in their work. Unlike prior generations who were focused simply on being employed or growing their income, this generation wants something more meaningful. But what if your business is primarily commercial and not, well, saving the world?”

“I love my company, but it’s not a charity. We’re not curing disease or solving climate change. Personally, my fulfillment comes from the momentum we build as a company by hitting new milestones: hiring a certain number of employees, hitting a revenue goal, expanding to a new office or bringing on new clients. And I take pride in the fact that we’ve created almost 100 jobs through this enterprise.”

“The Times article described one way employees at an organization such as ours can find purpose: when they know their efforts are funding projects that give back. We found our purpose in the form of Confidence, a five-year-old girl from Benin City, Nigeria who needed life-saving heart surgery.”

Don Fornes
CEO and Founder, Software Advice

“Lisa’s enthusiasm is so infectious; her meeting ahead of time with each of us had obvious benefits at meeting time; her knowing our names and including everyone in the discussions was very helpful; I think no one was reluctant to share ideas, to agree or disagree. Powerful meeting.”

Participant, Strategic Planning Session

“It is very true that a small individual with money can get lost without honest and accurate advice. I was fortunate to have an expert to guide me into the proper channel when I created my Charitable Remainder Unitrust in favor of my college. It was one of the best moves I ever made.”

“I am fortunate to find a method to be a small benefactor. My CRUT is now valued at more than $1 million, thanks to the second component — a good financial manager.”

Proud Sweet Briar alum and Rodman & Associates client