This document discusses various topics related to philanthropy, including definitions of key terms like social good, social innovation, and social return on investment. It explores strategic philanthropy and how to identify social issues that need addressing. It provides tips for creating an effective charitable giving plan, such as identifying priority causes, auditing past giving, and establishing accountability with organizations. The document also offers questions to ask organizations before donating to evaluate factors like leadership, governance, program implementation and financial management.

1. Philanthropy
-- what most needs doing?
Presented by: Gena Rotstein

3. My Wisdom Story

4. Topics for Discussion
What is philanthropy?
o Allocating your Social Capital
What is social change?
Measuring social change
Making it real
o Creating a charitable giving plan
o Handouts

5. Philanthropy Activity
Introduce yourself to your neighbour
Share your most memorable volunteer
experience
Share a time with you received a special or
significant non-monetary gift
Share a time when you gave a special or non-
monetary gift

6. What is Philanthropy?

7. The New Words of Philanthropy
Social Investing Shared Value
Social Return on Collective Impact
Investing
Social Innovation
Social
Entrepreneurship Social Good
Social Finance
/Social Capital

8. Definitions
Social Good: A good or service that benefits the largest number
of people in the largest possible way.
Source: www.globaltrends.com
Social Innovation: A novel solution to a social problem that is
more effective, efficient, sustainable, or just than current existing
solutions, and for which the value created accrues primarily to
society as a whole rather than private individuals.
Source: www.ssireview.org

9. Definitions
Social Return on Investment (SROI): A framework for measuring
and accounting for the social, economic and environmental value
that results from our activities, using monetary values to
represent them.
Source: www.thesroinetwork.org
Social Investment: The term ‘social investment’ is often used to
describe an investment in social or environmental outcomes
combined with financial returns for the investor.

10. Strategic Philanthropy Is About Social
Vision And Aligning That With
Effective Social Partners

11. What most needs doing… How do I know?

12. Social Capital: Resourcing Social Change
Why we do... How we do it...
Front-line Charity
Personal/Family Social Vision Annual Giving
Special Events
Private Foundation
What we do...
Public Foundation
Volunteering Time Charitable Trust
Donating In-Kind Donor Advised Fund
Chequebook Charity Giving Circle
Engaged Philanthropy Crowdfunding
Micro-Loans
Strategic Philanthropy
“Groans”
Leaving a Legacy Social Impact Investing

13. The Decision Making Tree
Hierarchy of Values
The stronger the causal alignment 
the larger your investment of time, intellectual capital and financial support

14. Self-Reflection Questions
Household
Community
Global
Setting priorities

15. Leaving a Legacy – How much???
Leave enough for your children that
they will do something, but not so
much that they won’t do anything.
- Warren Buffet
“It’s not your pearls, it’s your pearls
of wisdom.”
- Karen Roth
Warren Buffett, Melinda & Bill Gates

16. Creating a Giving Plan
1. Identify areas of giving are most important
2. Audit past giving
3. Create a portfolio of responsible, well managed charities
that will deliver impact
4. Establish a disbursement program that balances your
donor interests (i.e. tax benefit) with charity need and
timeline
5. Ongoing communication with organization 
Accountability

17. What to look for?
Leadership
o Qualifications
o History & Connectedness
o Board engagement
Corporate Structure
o Strategic v. Operational Board
o Policies to protect donors and clients
o D&O Insurance
Program Implementation - Success rates
o Capacity to report on long term effectiveness
o What is success?
Financial Management- Solution to Social Problem
o Fundraising
o Overhead  Operational Effectiveness
Competitive Analysis

18. Questions to Ask BEFORE Donating
1. How long has the organization been in
operations?
a. How long has the Executive Director been in the
role?
b. Are the client testimonials/partner reports to share?
c. Is there a “road map” for the organization – business
plan for delivering on its mandate?
2. Board Governance
a. Same people on the board, or is there a mechanism
for succession planning and new idea generation?
b. Is the board a strategic board or an operational
board?

19. Questions to Ask BEFORE Donating
3. What are the donation management terms? Are
they part of the board monitoring activities?
a. How will your donation be managed and stewarded?
Who will be your “contact”?
4. What is the operating budget? What is the
program delivery budget?
5. Has the organization adopted the code of Ethical
Fundraising and the Donor Bill of Rights?

21. Contact Info & Team
Gena Rotstein – Chief Conversationalist, Philanthropic Advisor
Margo Purcell – Inter-Generational Conversationalist
Karine Aviv – Charity Sector Market Analyst
Adam Aptowitzer, LLB – Charity Lawyer
www.dexterityconsulting.ca info@dexterityconsulting.ca
403-860-7572 @DexterityCon or @Place2Give