Community giving guide for independent agencies


Like any business decision, establishing a charitable giving program at your agency will need a purpose and a plan.

Deciding you want to give back is just the first of many steps to starting and growing a reputable giving program at your agency. This Community Giving Guide will help you avoid common challenges, get new ideas, and maximize the impact your giving has on your community and your agency.

This guide is full of advice from past Make More Happen Award winners making big impacts in their communities. The agents featured here represent different approaches to giving back, and they have generously shared details about their giving programs to inspire others to do the same. Beyond the videos, the information here is compiled from years of working with hundreds of agents who all started somewhere you’ve been too: with an idea and a passion to do more for those in need.

Get inspired and keep coming back to this guide as we add more stories and agent testimonials. Thanks for all you do in your community!


Agent Resources 3

Alexis Holzer
Senior Marketing Manager
Independent Agent Giving
Liberty Mutual and Safeco Insurance

Throughout the community giving guide you’ll hear from McClain Insurance Services and Howard Hanna Real Estate Services, both past Make More Happen winners, who have generously shared their experiences with us.

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.