RealWealth · 2023
RealWealth changes lives with everyday expenses
A real-estate advisory that donates 10% of profits wanted giving that does not fluctuate with the quarter, so it built it into phones, webinar, email and QuickBooks.
- saved on unified communications
- 48%
- $900 in new recurring donations
- Nonprofit partner
- Habitat for Humanity, Mentors International, Operation Smile & Youth Opportunity Center
RealWealth is a purpose-driven real-estate investment advisory group that has been donating 10% of profits every quarter to charity partners for nearly 20 years. When profitability goals were not met, leadership had to tell both the team and nonprofit partners that donation goals would not be satisfied.
RealWealth engaged PIE to help with both profitability and impact optimization, creating a consistent, recurring stream of nonprofit support that arrives regardless of how the company performs in any given quarter.
“Increasing bottom-line profits while creating a recurring donation stream to our community partners seemed too good to be true, but Purpose In Expenses delivered on their promise.”
