Women, Wealth & Giving: The Virtuous Legacy of the Boom Generation
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  • Wiley

More About This Title Women, Wealth & Giving: The Virtuous Legacy of the Boom Generation

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Discover gender-specific tools and strategies Boom-Generation women can use to make philanthropic and charitable decisions

Answering women's questions of how and why to give from the heart, Women, Wealth & Giving helps you understand the models that work best for charitable giving and how these models fit into your legacy mission, whether you've earned, inherited or married into your wealth.

Women, Wealth & Giving will help you understand what models work best for charitable giving, and how to fit those models into your plans, mission, and intended legacy-whether you earned, inherited or married into wealth. This useful planning guide also

Includes pertinent anecdotes, worksheets, quizzes, inspirational profiles, a resource guide, and much moreIdentifies gender-specific tools and strategies Boom-Generation women can use to make philanthropic and charitable decisionsProvides women the means to engage their hearts as well as their minds in giving money, time, and talent away in meaningful ways

With over 43 million Boom-Generation Women at or nearing the age of retirement, the American population is reaching what has been described as the great wealth transfer, and with women outliving men, or choosing to live alone, the role of women in decisions concerning philanthropic dollars will be critical to the economic, political and moral fabric of our society. Get Women, Wealth & Giving and discover the transformative power of women's philanthropy.

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Margaret May Damen, CFP®, CLU, ChFC, CDFA, is the founder and President of the Institute of Women and Wealth. She is passionate about empowering women to achieve confidence in their leadership skills, money management, and their wealth legacy aspirations. Margaret is a charismatic public speaker, lecturer, and trainer. She has presented at the National Conferences of the Partnership for Philanthropic Planning, the Society of Financial Service Professionals, the Association for Healthcare Philanthropy, and the International Association of Fundraising Professionals Conferences.

Niki Nicastro Mccuistion, CSP, is a development strategist, consultant, and executive advisor with a successful twenty-five year track record in both business and as a nonprofit executive. A powerful, dynamic speaker and storyteller, she has worked with hundreds of organizations, nationally and internationally, from the World Affairs Council, Avance, the American Bankers Association, to CAS-Argentina. Her passion: to help organizations and individuals develop and implement strategies for successful change and achieve their missions. Niki pioneered "Selling is Helping" and has coauthored several business books on relationship selling, inspired leadership, and performance coaching.

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Foreword xiii

Preface xvii

Acknowledgments xxi

Chapter 1 A Generation in the Right Place at the Right Time 1

The Big Picture 4

Why Women Are So Crucial 10

The Right Moment—for Many Reasons 11

Women’s New Contributions 13

A Recent Trigger for Change 14

Reading the New Thinking 15

Chapter 2 Kitchen Table Values from Childhood 25

Values as a Bond of Commonality 26

Values as Our Roots 29

Values as Teachers 32

How Values Form 36

Source of the Three Ps 40

Values Pyramid 42

The Muse Speaks 43

Chapter 3 Affluence, Influence, and Altruism 51

Consumption to Collaboration 53

Scarcity 53

Abundance 56

Influence 58

Altruism 59

Characteristics of Virtuous Philanthropists 62

Chapter 4 Women Philanthropists . . . Dispelling the Myths 71

Exposing the Myths 72

Education of the Abundant Heart 74

What Is a Philanthropist? 77

Giving Influenced by Husband’s Wealth and Interest 83

Giving Time Instead of Money 83

The Wealthier the Woman, the Greater the Voluntary Commitment 84

Chapter 5 Empowerment 93

Give Yourself Power 93

Principle One: Every Woman Has a Legacy 96

Principle Two: Every Woman Is a Philanthropist 103

Principle Three: Every Woman

Makes a Difference 105

Empowerment Cycle™ 106

Chapter 6 Trust, Leverage, Capital: A Woman’s Way 117

Leverage 123

Community Foundations 126

E-Philanthropy 127

Giving and Donor Circles 128

Mentoring and Modeling 128

Venture Philanthropy 130

Social Capital 131

Chapter 7 Plan Elements: Making the Match 141

Plan Overview 143

Choosing a Partner 145

Evaluation Tools 147

Making Your Decision 150

Philanthropic Personality 152

Financial Acumen 153

Common Gifting Techniques 156

How to Volunteer Time and Talent 159

Chapter 8 A Lasting Footprint for a Better World 167

A Model for Future Generations 170

Roots 174

Viable Platform 175

Reach Back to Go Forward 177

Imprint for the Future 178

Epilogue: Our Hope for the Future . . . Destiny Calls a Generation 181

Notes 183

Resources 195

Bibliography 207

About the Authors 215

Index 219

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