Wednesday, August 1, 2012
10:00 am PT / 1:00 pm ET
45 minute webinar
Our August discussion addresses the significant influence of women in wealth and philanthropy—giving through a gender lens. Learn where women gather information and how this substantial, influential clientele is not being well served by traditional practices in financial advising and wealth management. How do women make decisions about wealth and giving? What is most important to women as we build our own relationships with advisors and community organizations who speak to our—and our family's—interests?
Anyone—woman or man—may participate in this online discussion with Catalytic Women as our guest, at no charge. Professionals in philanthropy, finance, trusts, and intergenerational wealth may find this discussion especially useful. To join us on August 1, please RSVP using the form above.
Women are making most household decisions about spending, saving and giving. Yet women make decisions differently then men. This presentation will share fascinating demographic trends and best practices about how women approach wealth. Whether you are a woman who gives (or is thinking about it) or an advisor who works with women, join us to learn more about the largest potential market for financial decisions: women.
For starters, women make decisions based on relationships and people. Whether a woman's wealth is inherited or earned, she may feel ambivalent about it. A woman defines wealth broadly and brings her values to the discussion. As women, we think of "wealth" in the larger context: to share values across generations, to make our positive mark on the world around us, and to build our own financial knowledge from peers and trusted advisors. Women also think about choices that have a community impact now—Why wait for retirement or legacy planning? Women are a creative new force for innovations in wealth and philanthropy.
Melanie Hamburger will tap the expertise of Catalytic Women members and advisors in showing examples and case studies. She will contrast how traditional wealth management addresses this issue, and how women would like to be engaged in this conversation. Join us for this practical discussion of how to provide the best possible service in building trusted, valuable relationships with your most influential clients—women.
As Principal of Catalytic Women, Melanie Hamburger has a vision of convening a community of women leaders who are influential decision-makers in wealth and giving. She is an expert in tools for effective giving, community involvement, and social innovation, and has gathered many of these resources for members of Catalytic Women in an online library of nationwide philanthropic resources.
Catalytic Women curates innovations in philanthropy and offers resources to emerging audiences of women donors—women in technology, women financial advisors, and women leading family giving. Through in-person and online convenings, Catalytic Women creates opportunities where women connect with other thought leaders to redefine "wealth." By leveraging our time and talent into funding high-impact nonprofit models, women are funding critical social services and serving as catalysts for broad global change.