How Did Southwestern Investment Group Clients Contribute to Charitable Organizations in 2021?

January 4, 2022

Giving back is a part of our DNA, and we love that it’s important to our investment clients as well. Since Southwestern Investment Group was established in 2002, so much has changed in the financial landscape as we approach our twentieth year. Yet, one thing has remained constant: our commitment to our community. As the world and our lives are changing in the face of a global pandemic, our clients contributed to causes that matter most to them. We’ve put together a recap of their generous gifts to inspire you to give in 2021 and 2022.

Total Number of Accounts Included

This past year, 315 of our Southwestern Investment Group accounts gave generously to nonprofits and charitable organizations. Wow!

Total Contributions to Donor-Advised Funds

Donor-advised funds are one of our favorite ways to support sustainable, regular charitable giving. DAFs specifically set aside funds for the sole purpose of charitable giving.

Total Grants Distributed to Charity

Southwestern Investment Group also helps its clients provide ongoing support to a specific charity or nonprofit through the use of charitable grants. In 2021, our clients disbursed a total of 3,045 charitable grants.

Let Southwestern Investment Group help guide your charitable giving investment strategy.

Our financial advisors can help you make the holiday season even brighter by reviewing your finances with you to help create an updated financial plan that aligns with your new goals. If you want to make annual sustainable charitable giving part of your overall investment strategy, Contact Southwestern Investment Group today to schedule a consultation!

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring

Jeffrey T. Dobyns

President, SageSpring

Beyond crunching numbers and investment strategies, at SageSpring, we’re about building relationships. When you encounter Founder & President of SageSpring, Jeff Dobyns, it’s easy to understand why this is at the very heart of who we are as a firm. You won’t find stuffy formalities with Jeff; instead, you can expect to find him sharing a warm smile, communicating a compelling vision, or patiently untangling life’s complex challenges with clients. He believes in truly getting to know clients, understanding their aspirations and priorities, and navigating their financial plans with a tailored, comprehensive approach. Our team members have often been caught taking notes on Jeff’s effortless relationship skills from a distance, and we admire them for striving to learn from one of the best.

Jeff’s financial expertise and wisdom are the perfect match to his innate people skills. Jeff holds the prestigious CERTIFIED FINANCIAL PLANNERTM certification, Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChLU®) designations, and has held executive positions with financial planning firms for more than two decades.

His dedication extends beyond the office to the boardroom and the local community, where Jeff is passionate about giving back. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. Jeff actively supports other initiatives in the community by sitting on the board of The Signatry of Middle Tennessee and the Halftime Institute of Nashville.

Witnessing his four children, Gracyn, Hunter, Tanner, and Logan, excel on the field is almost just as rewarding, if not more, than celebrating the victories of seeing his clients overcome obstacles and build wealth. Spending weekends boating on the lake, hiking mountain trails, and fishing with his family are the moments Jeff cherishes most. It’s this grounded perspective that reveals the true meaning of wealth for Jeff: not just numbers on a page, but the freedom to create experiences that enrich your life and the lives of those you love. When you choose the Dobyns McMillin Wealth Team, you choose more than financial expertise. You choose a partner who champions your dreams, celebrates your victories, and walks besides you on the path to achieving your unique goals.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.