Philanthropy in Action

KENNESAW, Ga. | Dec 5, 2025

Design A Thoughtful Gifting Strategy

Align Your Generosity with what Matters Most

As we close out another year, we are often prompted to think about giving. From the bell ringer at the department store to larger gifts that include a comma (or two) when you write the check, philanthropy can take many forms. For family businesses, there are even more layers to those decisions.

Philanthropy isn’t just a charitable act when it comes to family businesses. It’s a reflection of values passed down through generations. Giving back often becomes a way to honor those who built the business while shaping the kind of future the next generation will inherit. So how can you give with purpose?

women embracing in a hug during a Christmas celebration.

Like many things in family business, conversations should drive your giving strategy. Ask family members AND non-family employees to share what causes matter to them, the stories behind those passions, and how they see a gift making a difference. These discussions often reveal shared values like service, stewardship, and community that become the foundation of your giving approach.

Next, define your goals. Are you hoping to pour into your local community, support veterans, or shine a light on environmental initiatives? Clear focus helps ensure that your philanthropy is aligned with your family’s identity and that your resources are thoughtfully directed.

If possible, consider creating a structure for your giving, whether that’s a family foundation, a donor-advised fund, or an annual philanthropic plan tied to your business calendar. This also better equips you to measure your impact and adjust over the years.

Finally, share it! As shown in the recent Family Business Perception Report, family businesses are "not widely recognized for their broader societal contributions," and can unintentionally appear less engaged in giving back. We discussed this in a recent webinar with Katie Rucker and Jenny Dinnen, twin sisters and co-presidents of MacKenzie and Next Gen Collaborative, who led the study. Sharing your impact isn’t boasting—it’s helping others understand the values that guide your family business and the difference you strive to make.

When families approach philanthropy with intention, they turn generosity into legacy—one meaningful action at a time.

Want to learn more? How Business Families Can Invest for Social Impact

Member Spotlight

Big John’s Christmas Trees

Big John’s Christmas Trees logo
For 76 years, Big John’s Christmas Trees has been part of Atlanta’s holiday tradition and a shining example of a multi-generational family enterprise. Big John’s operates six lots across the Atlanta area, offering 11 varieties of Christmas trees, garland, and wreaths.

The original Christmas tree lot began in 1949 as a way for "Big John" Livaditis to supplement Zesto Drive-Ins during the cold winter months when ice cream sales were down. It has grown into a three-generation business rooted in hard work, stewardship, and community connection.

Today, second-generation president Jimbo Lividitis and his three adult children personally source the trees each year while creating a welcoming experience built on the same values that guided Big John decades ago. Jimbo's wife, Leigh Ann, serves as vice president.

As longtime members of the Family Enterprise Center, Big John’s reflects the impact family businesses have on local communities by creating continuity, bringing people together, and shaping traditions that span decades. We’re proud to celebrate their legacy—and cheer them on as they continue spreading holiday joy throughout Atlanta!

Jimbo Livaditis (bottom, third from left) and his wife Leigh Ann, along with their children John, Lucas, and Anastasia, gather with their team in November to kick off the 2025 season.
Jimbo Livaditis (bottom, third from left) and his wife Leigh Ann, along with their children John, Lucas, and Anastasia, gather with their team in November to kick off the 2025 season.

Gifting Beyond The Checkbook

Creative Ways to Give and Build Community

While the holiday season inspires generosity, not everyone is in a position to make a financial gift. Fortunately, some of the most meaningful contributions don’t require writing a check—they include showing up with time, energy, and care. For family businesses, these forms of service can strengthen company culture, deepen family connection, and create visible impact in the communities they call home.

a group of people working together to package food items into large boxes

Here are several ways to give generously without a monetary donation: 

  • Host a Food Drive: Partner with a local nonprofit, set collection goals, and invite employees, customers, and vendors to contribute shelf-stable essentials.
  • Warmth for Winter: Collect coats, gloves, hats, or blankets for families facing the cold. Many organizations will even provide bins and pickup services.
  • Volunteer Together: Take a team to a food pantry, shelter, or community center to sort donations, unload deliveries, or serve meals. It’s a powerful way to build connection—and perspective.
  • Share Your Skills: Offer pro-bono services in your area of expertise, whether that’s accounting help for a small nonprofit, printing materials for a local school, or mentoring young entrepreneurs.
  • Support Local Drives: Many chambers, churches, schools, and civic groups host annual collections. Joining their efforts amplifies community impact. 

When families and businesses give in ways that reflect who they are, they demonstrate that generosity is not measured only in dollars. It’s measured in compassion, presence, and the shared commitment to lifting others up. 

Looking for a local partner? Must Ministries has been serving metro Atlanta since 1971 through programs that provide housing, food, clothing, workforce development, and healthcare. Must Ministries also collaborates with Kennesaw State University through the ACE Program (Aspiring Community Entrepreneurs).

Breaking Down OB3

an image of a CRI tax form
We are grateful to Jonathan Habif, CPA, and his team from CRI Advisors for leading a timely workshop on December 2 to break down the tax implications of the One Big Beautiful Bill Act. They shared the most significant changes affecting both individuals and family-owned businesses, helping leaders understand what to expect and how to prepare.

A key takeaway was this practical, easy-to-reference guide summarizing important changes. Additionally, for a more in-depth article regarding small business deductions and limitsread here.

Aligning Capital With Purpose

Angel Investing for Family Enterprises

Angel investing didn’t begin in boardrooms or venture capital circles. Its earliest roots trace back to early-1900s Broadway, where private backers—nicknamed “angels”—quietly funded productions that would never have made it to the stage without them. They weren’t chasing outsized returns. They were supporting their community, nurturing creativity, and giving new ideas a chance to live.

More than a century later, angel investing has grown into a formal asset class with $25–30 billion flowing annually into early-stage companies across the U.S. Yet even as the structures have become more sophisticated, the heart of angel investing remains unchanged: helping something meaningful take its next step.

a photo of two men looking over papers and folders

Today, many established family businesses are rediscovering angel investing as a natural extension of their philanthropic footprint. New platforms and regulations allow individuals and closely held companies to contribute smaller amounts—often between $1,000 and $5,000—making participation more accessible while spreading risk. And the motivation is evolving. Angel investing is no longer only a financial strategy; for many business leaders, it’s a values-based one.

For established family enterprises, angel investing can be a powerful way to deepen community impact by: 

  • Supporting local founders and strengthening the regional economy
  • Backing innovation that aligns with the family’s mission or legacy
  • Offering emerging entrepreneurs relational capital, mentorship, and credibility
  • Engaging the next generation in thoughtful stewardship and community leadership
  • Creating meaningful impact long before an organization can attract major founders 

Angel investing isn’t charity, and it isn’t traditional investing—it sits in the space between, where belief, responsibility, and opportunity meet. For family businesses with a strong sense of place and purpose, identifying as angel investors can be one more way to live out long-standing philanthropic goals.

Angel investing began as an act of community. For established family businesses, it can still be one today—and one more avenue for shaping a thriving future.

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