According to research conducted by the TD Private Giving Foundation, women will be controlling 70% of household income by 2050.  This wealth will be inherited from spouses and parents as well as self-created.  This workshop explores how women's relationship with money will impact the way philanthropic funds flow into the charitable sector and how advisors can support their female clients in their philanthropic endeavours, legacy planning and impact investing.

Since 2002 Gena Rotstein has been working with North American philanthropic families helping them with their legacy planning and philanthropic transition management.  Following the sale of her previous company, Dexterity Ventures, she along with her business partner, Richard Ouellette, launched Karma & Cents Inc. a Social Impact Lab.  In addition to Karma & Cents, Gena is the Executive Director of Place2Give Foundation, co-founder of CivicTechYYC, SheEO Activator and a Family Enterprise Advisor.  Recognized internationally, she is published in various industry publications, the Globe and Mail and Financial Post and has appeared on BNN, Alberta PrimeTime, CBC and the TEDxCalgary stage.

 

Richard is a serial entrepreneur having started and successfully exited from a number of companies in the technology and environment industries.  Throughout his career, Richard has been involved in starting or growing non-profits that focus on technology, science and engineering in jurisdictions in BC, Alberta and NWT.