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Karma & Cents At a Glance

Our mission is to help people, families and businesses move from Traditional philanthropy to Philanthropy 3.0

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K&C was created in an effort to push the needle on Philanthropy into
the 21st Century. We believe that family and corporate dollars can be put
to better use by financing solutions instead of funding problems. It is our
approach that goes to the heart of the issue our clients want to actually
see, feel and know that what they are doing in the world is going to make
a difference. We work with Families, Family Enterprises and their
Advisors to develop strategies for growth, transition and knowledge
transfer, skill acquisition, succession planning and legacy planning all
within the philanthropy and social impact space.
Unique to K&C is the Social
Impact Lab. This Lab is the
family foundation's or
family business's external
resource to roadmap,
design, rapid prototype
and test a new product,
service or business model
that can have both social
and financial returns.
Karma & Cents, a Social Impact Lab moving
from Traditional Philanthropy to Philanthropy 3.0
w w w . k a r m a a n d c e n t s . c o m
w w w . k a r m a a n d c e n t s . c o m
Toll Free 1.866.936.4483
info@karmaandcents.com
Suite 109 - 5760 9th St. SE
Calgary, Alberta T2H 1Z9
4
At Karma & Cents our focus is on four core programs and services:
Philanthropy Planning and Foundation Management, Setting up a foundation is an exciting time in a
family's legacy evolution. There are number of reasons why you might choose to go down this path. We work with
your legal and financial team to help you establish, organize and manage this entity.
Family Enterprise Management, You have built your family business up and now it is time to leave a legacy.
Working with a multi-disciplinary team we support you and the Next Generation of leaders as you develop your
succession plan, transition your business, transfer your knowledge and establish your legacy. Our expertise lies in
facilitating the conversations between generations and injecting ESG (Environmental, Social and Governance)
metrics, when appropriate into your organization.
Women and Next Gen, We bring a unique perspective when it comes to working with Female Executives and
NextGen clients. Our approach is to strengthen networks and provide hands-on guidance, tools and resources
for advisors working with these demographics. learning for clients.
Workshops and Retreats, We design and deliver customized workshops and retreats for businesses, families
and their advisors on Philanthropy and social capital management. Building on our multi-disciplinary team
approach we bring together industry experts to provide unique learning opportunities for our participants.
CORE PROGRAMS
INDEPENDENT
DIRECTORS
PHILANTHROPIC
ADVISOR
RECRUITER
BANKER
FAMILY
ENTERPRISE
NON-FAMILY
EXECUTIVE
LAWYER
ACCOUNTANT
INSURANCE
& ESTATE
PLANNER
WEALTH
MANAGER
FAMILY
THERAPIST
Working with a
Multidisciplinary Team
What makes the Karma &
Cents process different is
that we work within a
multidisciplinary team and
see the family or individual
as part of a larger system.
Understanding how putting
pressure on one part of the
system will impact other
parts and bringing together
the experts to see how the
pieces fit together.

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Karma & Cents At a Glance

  • 1. K&C was created in an effort to push the needle on Philanthropy into the 21st Century. We believe that family and corporate dollars can be put to better use by financing solutions instead of funding problems. It is our approach that goes to the heart of the issue our clients want to actually see, feel and know that what they are doing in the world is going to make a difference. We work with Families, Family Enterprises and their Advisors to develop strategies for growth, transition and knowledge transfer, skill acquisition, succession planning and legacy planning all within the philanthropy and social impact space. Unique to K&C is the Social Impact Lab. This Lab is the family foundation's or family business's external resource to roadmap, design, rapid prototype and test a new product, service or business model that can have both social and financial returns. Karma & Cents, a Social Impact Lab moving from Traditional Philanthropy to Philanthropy 3.0 w w w . k a r m a a n d c e n t s . c o m
  • 2. w w w . k a r m a a n d c e n t s . c o m Toll Free 1.866.936.4483 info@karmaandcents.com Suite 109 - 5760 9th St. SE Calgary, Alberta T2H 1Z9 4 At Karma & Cents our focus is on four core programs and services: Philanthropy Planning and Foundation Management, Setting up a foundation is an exciting time in a family's legacy evolution. There are number of reasons why you might choose to go down this path. We work with your legal and financial team to help you establish, organize and manage this entity. Family Enterprise Management, You have built your family business up and now it is time to leave a legacy. Working with a multi-disciplinary team we support you and the Next Generation of leaders as you develop your succession plan, transition your business, transfer your knowledge and establish your legacy. Our expertise lies in facilitating the conversations between generations and injecting ESG (Environmental, Social and Governance) metrics, when appropriate into your organization. Women and Next Gen, We bring a unique perspective when it comes to working with Female Executives and NextGen clients. Our approach is to strengthen networks and provide hands-on guidance, tools and resources for advisors working with these demographics. learning for clients. Workshops and Retreats, We design and deliver customized workshops and retreats for businesses, families and their advisors on Philanthropy and social capital management. Building on our multi-disciplinary team approach we bring together industry experts to provide unique learning opportunities for our participants. CORE PROGRAMS INDEPENDENT DIRECTORS PHILANTHROPIC ADVISOR RECRUITER BANKER FAMILY ENTERPRISE NON-FAMILY EXECUTIVE LAWYER ACCOUNTANT INSURANCE & ESTATE PLANNER WEALTH MANAGER FAMILY THERAPIST Working with a Multidisciplinary Team What makes the Karma & Cents process different is that we work within a multidisciplinary team and see the family or individual as part of a larger system. Understanding how putting pressure on one part of the system will impact other parts and bringing together the experts to see how the pieces fit together.