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Donor Divas: 4 Keys to Capture Women Wealth Minnesota Planned Giving Council September 14, Donor Divas: 4 Keys to Capture Women Wealth Minnesota Planned Giving Council September 14, 2010 Margaret May Damen, CFP. CLU, Ch. FC, CDFA Copyright 2010 Margaret May Damen

WHY IMPORTANT • Control 2 lst century economic and philanthropic purse strings • History WHY IMPORTANT • Control 2 lst century economic and philanthropic purse strings • History of successfully nurturing social causes • Evolutionary process=revolutionary results • Strategic generational peer group (idealist) empowered, a mission and “Call to Destiny. ” Strauss & Howe The Fourth Turning Copyright 2010 Margaret May Damen

Largest National Economy • Entrepreneurship – 10. 6 million owners – Wealth • Business Largest National Economy • Entrepreneurship – 10. 6 million owners – Wealth • Business generate $2. 6 trillion annual sales • Net worth $500, 000+ = 43% (16. 5 million) • Year 2010 control 60% wealth = $22 trillion – Decisions – 80 -84% giving & major consumer – Life-style • Conspicuous consumption to conspicuous compassion Copyright 2010 Margaret May Damen

“we are not permitted • “we are not permitted to choose theto frame of “we are not permitted • “we are not permitted to choose theto frame of our choose the frame of destiny. our destiny. • but what we put into it is but what we put into it ours. ” is ours. ” • dag hammarskjold dag Hammarskjold Copyright 2010 Margaret May Damen

The Millennial Saeculum 1943 – 2025? High American High Crisis Millennial Crisis 1943 -1960 The Millennial Saeculum 1943 – 2025? High American High Crisis Millennial Crisis 1943 -1960 Spring 2008 - 2025? Winter Unraveling Culture Wars 1984 -2007? Fall Copyright 2010 Margaret May Damen Awakening Consciousness Revolution 1961 -1983 Summer

The Four Archetypes • constellation • Idealist vision / values • Reactive survival / The Four Archetypes • constellation • Idealist vision / values • Reactive survival / liberty • Civic honor / service • Adaptive expertise / pluralism Copyright 2010 Margaret May Damen

Archetypes Alive 2010 • type name birth years • • • G. I. Silent Archetypes Alive 2010 • type name birth years • • • G. I. Silent Boom Gen X Millennial TBA 1901 - 1924 1925 - 1942 1943 - 1960 1961 - 1981 1982 - 2002 2003 - Civic Adaptive Idealist Reactive Civic Adaptive Copyright 2010 Margaret May Damen 86+ 68 -85 50 -67 29 -49 8 -29

Idealist/ Boom Generation • 1943 -1960 age 50 -67 • Optimism, Autonomy, Self-esteem, Independence, Idealist/ Boom Generation • 1943 -1960 age 50 -67 • Optimism, Autonomy, Self-esteem, Independence, Quality of life, Simplicity – Focus On • Value to team, your need for them • Public recognition • “Change world” by working with you • Humor, information & respect • Her life-stage not her age Copyright 2010 Margaret May Damen

EXPECTATIONS Peer-Personality Traits • empowerment – make a difference • expedience – impatient for EXPECTATIONS Peer-Personality Traits • empowerment – make a difference • expedience – impatient for solutions • engage – authentic & meaningful • experience – inspired life & legacy • entrepreneurial – creative Copyright 2010 Margaret May Damen

The Four Keys TLC VALUES LEADERSHIP ABUNDANCE Trust, Leverage, Capital Copyright 2010 Margaret May The Four Keys TLC VALUES LEADERSHIP ABUNDANCE Trust, Leverage, Capital Copyright 2010 Margaret May Damen

Legacy Values Virtuous Legacy Essence Of Values Age 60 + Distill Values VV Age Legacy Values Virtuous Legacy Essence Of Values Age 60 + Distill Values VV Age 18 -60 Instill Values Age 0 -18 Copyright 2010 Margaret May Damen

Abundance Three Principles • Every Woman has a legacy • Every Woman is a Abundance Three Principles • Every Woman has a legacy • Every Woman is a philanthropist • Every Woman makes a difference Copyright 2010 Margaret May Damen

First Principle • Every Woman has a Legacy – Her Story – Her Values First Principle • Every Woman has a Legacy – Her Story – Her Values • Honor the Past • Celebrate the Present • Inform the Future Copyright 2010 Margaret May Damen

Second Principle • Every Woman is a Philanthropist – Greek Meaning “Love of Humankind” Second Principle • Every Woman is a Philanthropist – Greek Meaning “Love of Humankind” • “Money is congealed energy, and releasing it releases life’s possibilities. ” Joseph Campbell • Involuntary or voluntary Copyright 2010 Margaret May Damen

STEWARDSHIP CURRENT FUTURE Transformational Transaction 4 3 2 1 Obligatory Social/Fun Passionate Strategic Copyright STEWARDSHIP CURRENT FUTURE Transformational Transaction 4 3 2 1 Obligatory Social/Fun Passionate Strategic Copyright 2010 Margaret May Damen 1 2 3 4

Third Principle Makes A Difference DISCOVER Core VALUES CONNECT to CAUSES LIVE A PURPOSEFUL Third Principle Makes A Difference DISCOVER Core VALUES CONNECT to CAUSES LIVE A PURPOSEFUL LIFE COMMITMENT Time, Talent, Treasure Copyright 2010 Margaret May Damen

Words From the Heart -O-Gram I make a difference in my community by ______. Words From the Heart -O-Gram I make a difference in my community by ______. I want to be remembered as a person who _______ I receive joy from giving because _______. Copyright 2010 Margaret May Damen

BUILD RELATIONSHIPS trust leverage commitment • • Gender-Specific Communications Gender-Focused Marketing Gender-Receptive Programs Education BUILD RELATIONSHIPS trust leverage commitment • • Gender-Specific Communications Gender-Focused Marketing Gender-Receptive Programs Education of the Heart “Speak to where the audience is listening from. ” Ben Cameron Copyright 2010 Margaret May Damen

Communicate • Speak Female • A Whole New Mind (Daniel H. Pink) Facts and Communicate • Speak Female • A Whole New Mind (Daniel H. Pink) Facts and Feelings- (IQ and EI) Text vs. Context What vs. How Details vs. Big Picture L = analyses R = synthesizes – Creators & Empathizers » Conceptual age – harmony - holistic Copyright 2010 Margaret May Damen

Gender-Specific Communications • Paint Verbal & Visual Picture – Brush vs. Point • Offer Gender-Specific Communications • Paint Verbal & Visual Picture – Brush vs. Point • Offer Ownership – Ask for opinion – User-generated content • Be R. E. A. L Relevant Emotion Action Legacy Copyright 2010 Margaret May Damen

Gender Specific Marketing • Create Awareness – Go to her – Affinity groups – Gender Specific Marketing • Create Awareness – Go to her – Affinity groups – Think in reverse • Professions – “ugly-duck” • Influence by experience not experts – Referral network • Sharpen Focus – Mission statement – reflective writing – Education of the heart Copyright 2010 Margaret May Damen

Gender-Receptive Programs Sharpen Focus Personal-Legacy Statements Ethical wills Education of the heart Writing Circles Gender-Receptive Programs Sharpen Focus Personal-Legacy Statements Ethical wills Education of the heart Writing Circles Mission Statement Giving Plans Strategic giving Copyright 2010 Margaret May Damen

writing circle topics • Reflection, Discussion and Writing Attitudes about Money Anticipating Financial Needs writing circle topics • Reflection, Discussion and Writing Attitudes about Money Anticipating Financial Needs Handling Inheritance Leaving Money to Charitable Causes Choosing a Professional “Women’s Lives, Women’s Legacies” Rachael Freed Copyright 2010 Margaret May Damen

Leadership Sustain Quality Interpersonal Relationships Sensitive to and can Influence Emotions of Others Manage Leadership Sustain Quality Interpersonal Relationships Sensitive to and can Influence Emotions of Others Manage Emotional States Identify Emotional States Copyright 2010 Margaret May Damen Emotional Intelligence

Leadership Communications • WOMEN – Rapport Talk Establish Connections I know what you feel… Leadership Communications • WOMEN – Rapport Talk Establish Connections I know what you feel… Display Similarities Yes, I felt the same way when… Match Experiences Let me share how it … Full Circle Experience Copyright 2010 Margaret May Damen

RELATIONSHIPS • Identify Market Share – “Men and Women don’t buy for the same RELATIONSHIPS • Identify Market Share – “Men and Women don’t buy for the same reasons. He simply wants the transaction to take place. She’s interested in creating a relationship” » Faith Popcorn, author – “Clicking” • Build Relationships – Interrelationships are inclusive vs. hierarchical • Connects via empathy not competition • Relationship- Partnerships Copyright 2010 Margaret May Damen

WHO YOU ARE • “ A great fund-raiser (Gift Planner) is a broker for WHO YOU ARE • “ A great fund-raiser (Gift Planner) is a broker for the sacred energy of money, helping people use the money that flows through their life in the most useful way that is consistent with their aspirations and hopes for humanity. ” – Lynne Twist Copyright 2010 Margaret May Damen

The 4 Keys Trusted Advisor • Broker of ”Sacred Energy” – Catalyst for their The 4 Keys Trusted Advisor • Broker of ”Sacred Energy” – Catalyst for their Empowerment – Culture for their Expedience – Causes for their Engagement – Conduit for their Experiences – Capacity for their Entrepreneurship Copyright 2010 Margaret May Damen

Power of the Pebble in the Pond Values Abundance TLC Leadership Copyright 2010 Margaret Power of the Pebble in the Pond Values Abundance TLC Leadership Copyright 2010 Margaret May Damen

“life is no brief candle for me. it is a splendid torch which i “life is no brief candle for me. it is a splendid torch which i have got a hold of for a moment and i want to make it burn as brightly as possible before handing it over to future generations. ” » george bernard shaw Copyright 2010 Margaret May Damen

Thank You “The future belongs to those who believe in the beauty of their Thank You “The future belongs to those who believe in the beauty of their dreams. ” Eleanor Roosevelt Share the Message Workshops & Keynote Speaking Margaret May Damen, CFP, CLU, Ch. FC, CDFA Phone: 561 -202 -0863 Email: [email protected] net www. instituteforwomenandwealth. org Book at Amazon. com. - available on Kindle Copyright 2010 Margaret May Damen