Personal Information
Organization / Workplace
Calgary, Alberta Canada
Industry
Consulting / Advisory
Website
www.karmaandcents.com
About
Place2Give Foundation is a registered Donor Advised Fund in Canada and the US.
Karma & Cents Inc. is a Social Impact Lab specializing philanthropy and legacy planning, and succession and transition management for SME's, social enterprises and family businesses.
Gena is the former CEO and founder of DVI, Canada's first philanthropic brokerage firm.
Tags
philanthropy
charity
legacy planning
wealth management
giving
family enterprise advising
family business
financial planning
estate planning
social impact
big data
financial advisors
social finance
strategic giving
nextgen
place2give
personal finance
family
advisors in philanthropy
financial services
mental health
food security
collective impact
investing
innovation
finance
family law
tax planning
technology
data
rbc
wink calgary
women in finance
yyc
fundraising
dexterity consulting
poverty
addictions
housing
health
healthcare
youth
philanthropy 3.0
abfi
private foundation
civictech
civic tech
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charity big data
succession planning
winkcalgary
community engagement
21/64
gena rotstein
income tax
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wink
evaluation
impact investing
market research report
research
design
systems
linked data
shopping
budget
income
food
digital
banking
family foundations
collaboration
money
university of alberta
asset management
community foundation
foundation
donor advised funds
fex
social business
bcorp
christmas
development
international
democracy
civic engagement
sme
startup
geoff zakaib
rotary club of calgary
rotary
#womeninbiz
#women
canadian law
peter senge
design thinking
wicked problems
system
banff
financial literacy
patty auger
cagp
women
nonprofits
tech solution
dexterity ventures
charity data
api
data visualization
data mapping
irs
cra
open data
ajah
inheritance
cash flow
retirement planning
trudy pelletier
relationship management
fierce conversations
conflict management
phasis
cause marketing
sroi
stakeholder reporting
corporate social responsibility
community investment
csr
business plan
enlightened philanthropy
donors
deborah goldstein
quality of life
afp
meta-data
awesome foundation
investment management
matco
gwen becker
family wealth coach
insurance
allison maher
life insurance
investment strategies
wealt
donor
calgary
profit motive
social profit
warren buffet
business
larry ellison
social enterprise
canada
centrepoint
divinsky group
ccsr2011
social bling
socent
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Presentations
(43)Documents
(8)Likes
(2)Tealet - DRINK THE TEA
500 Startups
•
11 years ago
Investing - Taming Your Fears
Place2Give Foundation/Karma & Cents Inc.
•
11 years ago
Personal Information
Organization / Workplace
Calgary, Alberta Canada
Industry
Consulting / Advisory
Website
www.karmaandcents.com
About
Place2Give Foundation is a registered Donor Advised Fund in Canada and the US.
Karma & Cents Inc. is a Social Impact Lab specializing philanthropy and legacy planning, and succession and transition management for SME's, social enterprises and family businesses.
Gena is the former CEO and founder of DVI, Canada's first philanthropic brokerage firm.
Tags
philanthropy
charity
legacy planning
wealth management
giving
family enterprise advising
family business
financial planning
estate planning
social impact
big data
financial advisors
social finance
strategic giving
nextgen
place2give
personal finance
family
advisors in philanthropy
financial services
mental health
food security
collective impact
investing
innovation
finance
family law
tax planning
technology
data
rbc
wink calgary
women in finance
yyc
fundraising
dexterity consulting
poverty
addictions
housing
health
healthcare
youth
philanthropy 3.0
abfi
private foundation
civictech
civic tech
nonprofit
charities
charity big data
succession planning
winkcalgary
community engagement
21/64
gena rotstein
income tax
analytics
cloud computing
social capital
wink
evaluation
impact investing
market research report
research
design
systems
linked data
shopping
budget
income
food
digital
banking
family foundations
collaboration
money
university of alberta
asset management
community foundation
foundation
donor advised funds
fex
social business
bcorp
christmas
development
international
democracy
civic engagement
sme
startup
geoff zakaib
rotary club of calgary
rotary
#womeninbiz
#women
canadian law
peter senge
design thinking
wicked problems
system
banff
financial literacy
patty auger
cagp
women
nonprofits
tech solution
dexterity ventures
charity data
api
data visualization
data mapping
irs
cra
open data
ajah
inheritance
cash flow
retirement planning
trudy pelletier
relationship management
fierce conversations
conflict management
phasis
cause marketing
sroi
stakeholder reporting
corporate social responsibility
community investment
csr
business plan
enlightened philanthropy
donors
deborah goldstein
quality of life
afp
meta-data
awesome foundation
investment management
matco
gwen becker
family wealth coach
insurance
allison maher
life insurance
investment strategies
wealt
donor
calgary
profit motive
social profit
warren buffet
business
larry ellison
social enterprise
canada
centrepoint
divinsky group
ccsr2011
social bling
socent
See more