Financial Institutions

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Do Good Adventures™ works closely with wealth managers, financial advisors and private bankers to help them fulfill the needs of their clients. We offer “adventures in doing good” that allows them to put philanthropy and volunteerism into action. We also work closely with foundations and non-profits to show that philanthropy is best demonstrated through involvement.

Additionally, our Caring Generations™customized vacations, retreats, day trips and events help financial services professionals engage clients in what is most vital to them – their children and grandchildren.

Benefits for financial professionals include:

  • Reinforces the role of trusted advisor. The program provides the ability to engage in frequent dialogues.
  • Provides a mechanism to help clients connect in meaningful ways with each other and the financial professional.
  • Improves public image. People want to do business with companies that are genuinely giving back.

Here are some suggestions about ways we can help you:

Invite Special Clients on a Volunteer Trip or Philanthropic tobacco factory_cMission. We will completely organize a customized trip for your clients that include meaningful fun and involvement before, during and after the trip. Our trips can be designed around a cause important to your clients or one they wish to explore.

Connect a Group of Clients. We have found that nothing connects people better than engaging in action. If you are looking for ways to pull together a new or existing group of clients, we will work with you to design an event or trip that connects people in an authentic and sustainable way.

Give to a Giving Circle. Giving Circles are on the rise, and often participants want to do more than soley contribute money. Sponsor a Giving Circle with direct participation in the cause of their choice. We will handle all the logistics.

Do a Donor Retreat. Get away with your donors in a way that is both powerful and fun. We can add a volunteer component to any retreat so that the experience is memorable.

Focus on a Family.  Our Caring Generations™  program specializes on the subtleties of inter-generational trips and events. These can be very powerful tools in brining together members of a family business or foundation in a way that honors and expand upon the values they care about. We are experts at facilitating this kind of adventure.