Welcome back to Lending Leadership: The Creative Brief—your go-to podcast for sparking new ideas, driving community engagement, and leveling up your leadership in the lending industry.

This week marks a special occasion at HMA Mortgage: it’s HMA Gives Back Week! In this episode, Rachael and Corrine dive deep into the world of charitable giving, event planning for impact, and connecting meaningfully with your community—whether you’re operating as a solo loan officer or as part of a nationwide team. We know many of you have favorite causes, but sometimes you need a little inspiration or a practical tip to take your outreach up a notch.

We discuss how HMA Mortgage transformed its initial vision of a company-wide single event into a collection of unique, impactful, and locally focused initiatives across the country. We share stories and actionable strategies—from organizing a simple backpack drive to preparing meals at the Ronald McDonald House, pitching in with Habitat for Humanity, and more. Additionally, we highlight some incredible partner organizations and break down not only the planning process but also the importance of careful charity selection, creative communication, and why everyone should remember the humble yet mighty event T-shirt.

Key takeaways:

Local Impact, National Cohesion: Even if your company or team is geographically dispersed, you can create a sense of unity and shared purpose by coordinating simultaneous local charitable events. Cohesiveness can come from small touches—like matching T-shirts, shared hashtags, or collecting and sharing photos and videos across the whole organization.

Vet Your Charities Carefully: When you operate as a business or public-facing branch, it’s extra important to research your chosen charities. Not every nonprofit is the right fit for your brand, and some may come with costs or barriers to entry you didn’t expect. Take time to select organizations that align with your values and mission.

Keep It Simple and Relevant: Sometimes the most straightforward ideas are the most impactful—a backpack drive, a meal service, or supplying school essentials. These initiatives are always needed, easy to pull off, and can make a meaningful difference—so don’t shy away from a “repeat” event if your community needs it.

Visuals Matter—Don’t Forget the Photos: Documenting your event isn’t just for social media “bragging”; it’s a way to spotlight your chosen organizations and amplify their reach for more donations. Delegating someone to capture photos and videos ensures you don’t miss the moment, and helps you connect with your clients and partners on a deeper level.

Plan, Delegate, and Follow Up: Advance planning is crucial for successful impact events. Delegate roles like photo-taking, supplies gathering, or communication. After the event, follow up with your network—share what you accomplished, thank your team and partners, and encourage further support for your charity.

As we roll up our sleeves this week to serve our communities, we hope you’ll find inspiration—whether you’re launching a solo effort or organizing your branch. Remember, real leadership means giving back and supporting those in need… one creative event at a time!

Let us know how this episode motivated you, and don’t forget to tag us with your own “give back” stories. Until next time, we’ve all got some work to do—let’s get to it!