Community Giving Guide for IAs

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Giving back is good for business. To make the biggest difference, you need a plan.

Independent agents provide their clients with peace of mind when they need it most. They understand the importance of feeling secure and empowered, and that’s why so many agencies are committed to strengthening local communities by donating their time, talent and treasure. But as independent agencies balance increased workloads and a rapidly evolving business landscape, committing to giving back requires a plan.

The newest edition of the Community Giving Guide helps agencies understand how giving back is good for business – and where they may be leaving value on the table. It offers a roadmap to work smarter, not harder, when creating and growing a philanthropy program, using advice from past Make More Happen Awardswinners.

Turn to the Community Giving Guide for ongoing updates and new tools to build your agency’s profile as a trusted community leader. Thanks for all you do!


Throughout the guide you’ll hear from McClain Insurance Services, Howard Hanna Real Estate Services, and several Make More Happen winners, who have generously shared their experiences with us. Use the links at the top and bottom of each page to explore each section of the guide.

McClain Insurance, located in Everett, Washington has volunteered with Cocoon House for many years. Their dedication earned them a 2021 Make More Happen Award.
Howard Hanna Insurance, located in Pittsburgh, Pennsylvania first started volunteering with the Ronald McDonald House Charities in 2016. Their dedication earned them a 2021 Make More Happen Award.