philanthropy charity legacy planning wealth management giving family enterprise advising family business financial planning estate planning big data financial advisors strategic giving nextgen place2give personal finance family social impact advisors in philanthropy financial services social finance family law tax planning technology data rbc wink calgary women in finance yyc fundraising dexterity consulting poverty health healthcare mental health youth philanthropy 3.0 abfi private foundation civictech civic tech innovation nonprofit charities charity big data succession planning winkcalgary community engagement 21/64 gena rotstein income tax analytics cloud computing social capital wink evaluation market research report research design systems linked data shopping budget income food security food digital banking collective impact family foundations collaboration money investing 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 finance 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