Beyond the Bottom Line: Creating Measurable Impact

Rachel and Marcus unveil the DBA Impact Fund, a donor-advised fund through National Christian Foundation that channels 1% of every revenue dollar toward charitable causes. They share how they chose Living Water International as their primary charity partner, including plans to purchase and install water wells with the team in 2027, and explain their unique approach to employee giving through $1,000 birthday gifts to charities of each team member's choice.

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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  • (00:00) - Introduction and New Year Greetings
  • (01:00) - Defining Positive Impact
  • (02:09) - Reflecting on 2025 and Setting 2026 Goals
  • (06:35) - Creating the DBA Impact Fund
  • (08:59) - Implementing the DBA Impact Fund
  • (16:01) - Choosing Living Water International
  • (19:41) - Mission Trip Experiences
  • (25:45) - Reflecting on Past Experiences
  • (26:17) - Living Water Mission Trips
  • (27:20) - Roles and Responsibilities on Trips
  • (28:04) - Engaging with Local Communities
  • (28:43) - Fun and Games with Children
  • (29:51) - DBA Impact Fund Introduction
  • (32:09) - Celebrating Birthdays and Anniversaries
  • (35:58) - Measuring Impact and Sharing Stories
  • (37:27) - Supporting Team Members
  • (39:50) - Creating a Culture of Gratitude
  • (42:22) - Setting Up Impact Channels
  • (44:46) - Conclusion and Future Goals
Beyond the Bottom Line: Creating Measurable Impact
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