Planning Now for Later

1-866-936-GIVE (4483)

April 2016

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Dexterity Ventures

Place2Give

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1-866-936-GIVE (4483)

Spring has arrived in North America and with it comes the buzz around re-birth, cleaning and starting anew. As part of this, it only makes sense that a financial review happens now as we have just made our annual contributions to our retirement plans and filed our taxes.

As part of this financial review, consider taking stock of your values and how they align with your social vision. If we are not putting our social values in the centre of our financial planning we might see that our goals and objectives are not readily achieved. We want to have our social capital plan established so that when we are ready, it can be implemented immediately. To help you with this, we have posted a number of resources for you and your advisor to use at your next planning meeting. Please share back with us how you have used these tools.

For our own Spring Cleaning, we would like to get some feedback from you. If you can please take a moment to complete the survey (link just below this letter), we will be using this information to develop our workshops, seminars and business services.

Happy Spring!

Gena Rotstein

We want to hear from you. Please provides us with feedback on our products and services. As a thank you, a $100 donation will be made to a charity of your choice for a name drawn at random from the completed surveys.

Dexterity & Place2Give Update

In the fall of 2012, Place2Give Foundation received its Canadian charitable status and in 2015

we received our US charitable status. This was an interesting journey to go down, for a long

time (since starting Dexterity in 2002) I was trying to prove that we could drive the social change we wanted to see without having to create a bifurcated entity a forprofit to hold the IP and equity and a charity to process the donations. The market told me otherwise.

Featured Charity

Featured Social Enterprise

Partners In Health (PIH) is a ground-breaking global health and social justice organization that brings high quality health care to some of the poorest areas of the world. They do this not as an act of charity, but as a fulfillment of fundamental human rights.

REAP's 8th annual Down to Earth Week festival of local, sustainable living is just 3 weeks away! We need your help to spread the word far and wide so that we can pack the house for our 3 events from April 12-15 .

REAP stands for Respect for the Earth and All People. They're a not-for-profit association for locally owned businesses that care about the community and the environment.

They want you to "Be Local" because your money does more good when it's spent at REAP businesses.

Upcoming Presentations

Advancing Philanthropy: Women and Leadership

April 5th, 2016

10:00am - 1:30pm

Coast Hotel,

Canmore, Alberta

For more information and to register please email:

Yvonne

CAGP National Conference

"I am NOT a Philanthropist!" Planned Giving & The Rising Generation

April 6 - 8, 2016

Banff Centre

Banff, Alberta

For more information and to register, please visit the Canadian Association of Gift Planners National Conference website.

In Conversation with...

David B. Savage, Collaborative Leadership

June 14th, 2016

5:30-7:30pm

Location TBD
Calgary, Alberta

For more information

Thank you to our partners:

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