Lakeside Wealth Management has been a prominent part of the Region communities for the past 18 years with a strong focus on getting engaged and giving back. In 2019 alone, the Lakeside Team logged over 4,000 volunteer hours and attended more than 100 community events. The wealth management company knows the importance of nonprofits in any community and offers advice, guidance, dollars, and time to help foster their growth. Since 2015, Lakeside has invited local nonprofit leaders to network with each other and learn from each other during their annual non-profit breakfast.
The non-profit breakfast began as a simple networking event but has since moved to networking with an educational theme. Elizabeth Adcock, Director of Strategic Development at Lakeside, was excited to see some new faces in what is typically a tight-knit community of nonprofits.
“In the past, we’ve discussed tax strategies for donors and topics like the future of non-profits' missions and how to attract millennial board members and donors. Plus, it’s great networking for them and us,” Adcock said. “It’s always a good day when you get to spend it with people who do good.”
While members of nonprofit organizations are in rooms together fairly often, they rarely get time to really collaborate. Jennifer Brown, Corporate Communications Manager at Lakeside, sits on boards and committees for several nonprofits, like many of her team members.
“A lot of what we do here is philanthropic-based and it’s very important to us to be able to give back to the communities where we live, work, and play,” Brown said. “These nonprofits are truly amazing, and there are a million ways to help if you want to get involved.”
Mark Chamberlain, CEO of Lakeside Wealth Management, pointed out that the below-zero temperatures outside didn’t keep anyone away because they love this event so much. A specific time for nonprofits to come together and share ideas is more important than many realize.
“In addition to the good that they do, nonprofits are also businesses. They run like businesses and they need to have a strategy and functioning boards as we do in the private sector,” Chamberlain said. “Another way the community can help in addition to their volunteering or donations is to help them with their business experiences so they can become better businesses.”
One way nonprofits can become better businesses is through social media. Wade Breitzke, Director of Brand Vision at WeCreate, talked about the importance of people hearing your voice in your brand and doing something that is unique to you.
“The idea is to take a step back and not worry about the tactics of what social is, but what is the end goal,” Breitzke said. “Everyone is busy doing the work and it’s important to make sure they fall in love with the people they serve as much as the service itself.”