Summer Time is Planning Time - Update on Dexterity Consulting and it's Parent Company - Dexterity Ventures Inc.

Posted July 15th, 2011 by Gena Rotstein

Dexterity Consulting is just going through its annual strategic planning review and stakeholder engagement. As a reader of this blog your ideas, suggestions, input is welcome so that we can provide even better service to our clients.

Over the past four years as I have been building out this philanthropic brokerage firm I have identified four core clients:

Advisors (wealth managers, lawyers, tax planners, etc.)
Family donors (typically donating $100K/year or more)
Individuals looking for basic information on charities (no minimum donation)
Registered charities, non-profits, and social ventures (for-profit and non-profit)

Our services are mostly provided in Canada, so we now have a virtual office based in Toronto! This past quarter we have started providing research support and Advisor Training into the American market-place.

This fall we will be launching a series of seminars and webinars in partnership with charities, other consultants, financial services firms, and law firms around North America on a variety of topics. Your suggestions and ideas on what you want to learn about is critical in our planning process. Please take a moment to share your ideas by commenting on this blog and answering this quick survey:

An update on our corporate direction will be released this fall.

Please visit the workshop section of this website in August for the list of upcoming fall webinars, seminars, conferences and online learning opportunities.

Gena Rotstein's blog

Comments

Getting our middle age people involved

On August 3rd, 2011 Anonymous (not verified) says:

Think about getting 10-20 of our young people to join a club , membership $5,000 for three years
They will pick investments, get involved in management, and maybe become Gifters

Love

Lenny

Youth Giving Circles

On August 4th, 2011 Gena Rotstein says:

Hi Lenny;

The idea we've been floating around is working with our private family office groups and their clients, or with an already established charity and their youth to create a youth granting program. Social Ventre Parnter Kids is doing something along these lines with their parent partners. Other great models that are out there - Youth Central - Calgary Youth Foundation (youth granting committee) and Apathy is Boring (youth advocacy and community engagement).

I hope your summer is going well. I will keep you updated on the Youth Giving Circle idea.

Gena

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