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Charitable Giving Is Our Passion: How SageSpring Is Helping Clients Give

As another post-pandemic year comes to a close, we at SageSpring are filled with gratitude. Despite alarming inflation, slow global growth, and sustained market declines, our investment clients have found ways to give back to the community through charitable giving.

Of course there are financial advantages to charitable giving–such as tax deductions–but the societal and ethical benefits of benevolence are far more important and long-lasting. Our generosity can help ease the financial burdens many people are unable to shoulder alone, especially in the economic uncertainty we face today. It can benefit the giver too, as it can fuel our passions and improve our social wellbeing. Moreover, helping others has been proven to boost our own happiness time and time again, and has even been linked to a decrease in stress.1

That’s why, throughout the years, charitable giving has remained one of the most imperative values we hold here at SageSpring. Our investment clients have given to the causes that matter most to them, and we are pleased to report on their generosity.

2022 Charitable Giving Totals

TOTAL NUMBER OF ACCOUNTS INCLUDED

Every year, this number grows larger. We’re thrilled that in 2022, 343 of our accounts contributed to nonprofits and charities. 

GRANTS DISTRIBUTED TO CHARITY

In order to help clients provide ongoing support to a specific charity, SageSpring sets up charitable grants. This year, 3,672 grants were distributed.

One of the most meaningful things we at SageSpring do throughout the year is offer our clients guidance on the most purposeful and effective ways they can give. Our advisors are well-informed and stay up to date on tax deductions and benefits, and we strive to help make the most of our clients’ generosity. 

Four Ways Our Advisors Help Clients Give

We help clients set up Donor-Advised Funds. 

Donor-Advised Funds (or DAFs) are funds set aside for the sole purpose of charitable giving, and are one way in which we encourage our clients to commit to sustainable, regular generosity. Reaping tax benefits and growing assets is an added bonus of DAF contributions. Learn more about these benefits in our post: 3 Tax Benefits of Donor Advised Funds.

We help clients gift retirement assets.

Clients over 70.5 years of age can make a qualified charitable distribution (or QCD): a direct contribution from an IRA. A QCD is contributed free of income tax, can keep the donor in a lower tax bracket, and may even help curtail Medicare surcharges.

We help clients donate appreciated stock.

Donating appreciated stock directly to charity instead of selling it first can enable our clients to avoid long-term capital gains tax penalties. That means more funds go to supporting the causes they care about. 

We help our clients choose charities.

If you need guidance on how to end your year strong through charitable giving, SageSpring is here to help. Your generosity not only benefits you, but it makes a lasting impact on the lives of countless people. Let us offer our expertise on how to find the organizations that resonate most with you, and maximize your personal giving benefits. Schedule a call with an advisor today. 


Any opinions are those of SageSpring Wealth Partners and not necessarily those of RJFS or Raymond James. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation.

Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a Donor-Advised Fund for federal and state tax purposes.

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615.861.6100
Jeffrey Dobyns
Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring | Financial Advisor, RJFS 
615-861-6102

Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

Jeff Dobyns has enjoyed extraordinary success providing comprehensive financial planning to retirees, entrepreneurs, entertainers, and executives by taking the time to truly know his clients, understand their goals and develop and execute their ongoing, strategic, financial plans.

Jeff earned his finance degree in business administration from Ohio University and has held executive positions with financial planning firms for more than two decades. After serving as Vice President of Investments of Lykins Financial Group, CPA’s, in his hometown of Westerville, Ohio, Jeff moved to Nashville, Tennessee to found SageSpring Wealth Partners in 2002. As its President, Jeff has led SageSpring to remarkable success, holding the distinction of being one of Raymond James’ top independent contractor offices, and a member of its Chairman’s Council*, every year since 2008.

Jeff’s true calling, however, is working directly with clients, helping them plan their financial futures in a manner that aligns with their values and helps provide them with financial confidence. To help meet these goals, Jeff leads the team of Dobyns Wealth Team and also incorporates the expertise of attorneys, accountants and other professionals to provide quality financial, tax and estate planning, and ongoing asset and risk management.

As independent advisory businesses, neither SageSpring Wealth Partners nor Dobyns Wealth Team hold any assets on behalf of clients, with such custodial and brokerage services being provided by Raymond James. As a leader in wealth management, Raymond James has an exemplary reputation and today serves more than $930 billion in client assets through 8,200 financial advisors worldwide (as of 9/30/2020).

In order to meet the highest standards of professionalism and ethics in the industry, Jeff is a CERTIFIED FINANCIAL PLANNERTM practitioner**, a Chartered Life Underwriter and a Chartered Financial Consultant. Jeff is also a participant of the Dave Ramsey SmartVestor program.

Jeff’s work and personal life are both guided by his faith and the Christian principles of honesty, generosity, compassion, and integrity. Accordingly, Jeff devotes considerable time and resources to a number of causes, including serving as a board member of Men of Valor, a prison ministry and mentoring program. He is also on the advisory board of The Signatry of Middle Tennessee, which works with families to increase their charitable giving to their favorite causes. Additionally, Jeff is on the advisory board for Halftime Institute, an organization that coaches marketplace leaders to discern and engage in their life purpose. Lastly, Jeff serves on the board of the Legacy Center of Nashville, a collaboration of independent coaching resources. He is a past board member of Porter’s Call, a Nashville charity that provides free counseling for musicians and their families, and the Martha O’Bryan Center, which empowers those in poverty to transform their lives through work, education, employment, and fellowship.

Jeff and his wife, Amy, are raising their family in Brentwood where they are members of the Brentwood Baptist Church, and their children, Gracyn, Hunter, and twins Tanner and Logan, attend the Christ Presbyterian Academy. For recreation, Jeff enjoys hunting, fishing and just being outdoors.

* Membership is based on prior fiscal year production. Re-qualification is required annually.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, 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.

SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, SageSpring Wealth Partners and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor’s Pros geographic region. SageSpring Wealth Partners does not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of SageSpring Wealth Partners. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of SageSpring Wealth Partners, except in connection with providing your contact information to your advisor.

Ramsey Solutions’ relationship and agreement is between SageSpring Wealth Partners only. Raymond James Financial Services, Inc. is not affiliated with the solicitor arrangement between Ramsey Solutions and SageSpring Wealth Partners.

Raymond James is not affiliated with any of the organizations mentioned above.