Presentation made to Canadian Association of Gift Planners (CAGP) Calgary chapter. Looking at how wealth transfers and self-made women are influencing and will influence the charitable market in the coming decade(s).

1. 
The X-Factor
Women, Wealth and Strategic Philanthropy
Gena Rotstein, CEO &
Advisor in Philanthropy
grotstein@dexterityventures.com
www.dexterityventures.com
www.place2give.com

2. We are harnessing the frontier of charity data
... To make charitable giving a part of every person’s banking
experience, retain assets under management across generations
and positively influence $1Billion in charitable transactions.
Photo credit: Steve Jurvetson/Flickr

3. The X-Factor
Historical influence of women – from Exodus to Victorian Era to Modern times, women have built and funded
communities.

4. The Money
 19% of women are the primary bread-winner – 41% of total
household income in Canada
 North America $36Trillion in assets by 2050
 $3Trillion in Canada by 2020
 90% of household charitable giving made by solely by women
 $230Billion/annual giving capacity of North American women
 37% of women hold senior management positions in Canada
 Average time for a major donation ($10K+) – 3 years
 Women will outlive men by 4 years

5. Perceptions ofWealth
Inherited Wealth
 Family money
 Husband’s money
 Bank’s money
Self Made Wealth
 My money
 Family money
 My company’s money

6. Waffle & Spaghetti Brains

7. Motivations for Giving
 Volunteer opportunities
 Must have clear, easy to
understand, traceable and
transparent financials
 Build the relationship & say
thank you

8. Goals of Giving
Parity - Having a voice at the decision
making table for the organization
Equality - Having her donation valued at
the same level as men
Leadership - Not ego driven but rather
impact driven
Diversify the conversation - Add new
perspectives to the problem solving
discussion
Inclusivity - To pave the way for other
groups to get engaged with the
organization

9. Making It Real – a Planned Giving
Program forWomen

10. Gender Capitalism 
Gender Lens
 Women’s philanthropy;
 Advocacy for women’s corporate
leadership
 Movement focusing on the nexus of
gender and investment
 The use of capital to deliver financial
returns and
 Improve the lives of women and girls
and their communities

11. Summary
 Longer planning horizon
 Origins of assets (self-made or inherited)
 Meaningful contributions
 Volunteering and feeling impact
 Leveraging networks and relationships
 Deeper knowledge and awareness of the systems within the
organization
 Asset allocation
 Program implementation
 Management policies
 Billions of dollars available

12. Sources & Resources
 Women & Philanthropy, Sondra Shaw-Hardy &
Martha Taylor
 Place2Give/DVI data
 TD Women in Philanthropy – Time, Talent &
Treasures (2014)
 Stanford Social Innovation Review (October 2014
and December 2014)

13. Contact information
Gena Rotstein, Chief Conversationalist
403-860-7572
grotstein@dexterityventures.com
@Place2Give @DexterityCon
www.place2give.com
www.dexterityventurs.com