Women Wealth and Giving

Author: Margaret May Damen
Publisher: John Wiley & Sons
ISBN: 9780470585573
Format: PDF, ePub, Docs
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Discover gender-specific tools and strategies Boom-Generation women can use to make philanthropic and charitable decisions Answering women's questions of how and why to give from the heart, Women, Wealth & Giving helps you understand the models that work best for charitable giving and how these models fit into your legacy mission, whether you've earned, inherited or married into your wealth. Women, Wealth & Giving will help you understand what models work best for charitable giving, and how to fit those models into your plans, mission, and intended legacy-whether you earned, inherited or married into wealth. This useful planning guide also Includes pertinent anecdotes, worksheets, quizzes, inspirational profiles, a resource guide, and much more Identifies gender-specific tools and strategies Boom-Generation women can use to make philanthropic and charitable decisions Provides women the means to engage their hearts as well as their minds in giving money, time, and talent away in meaningful ways With over 43 million Boom-Generation Women at or nearing the age of retirement, the American population is reaching what has been described as the great wealth transfer, and with women outliving men, or choosing to live alone, the role of women in decisions concerning philanthropic dollars will be critical to the economic, political and moral fabric of our society. Get Women, Wealth & Giving and discover the transformative power of women's philanthropy.

Women Money

Author: Suze Orman
Publisher: Random House Digital, Inc.
ISBN: 0812981316
Format: PDF
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Explores the complex relationship between women and money, addressing the impact of psychological practices and financial behavior on women's finances and offering practical solutions to change how women handle their money.

How to Give Financial Advice to Women Attracting and Retaining High Net Worth Female Clients

Author: Kathleen Burns Kingsbury
Publisher: McGraw Hill Professional
ISBN: 0071798986
Format: PDF, Mobi
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YOUR ONE-STOP HANDBOOK FOR CONNECTING WITH AFFLUENT FEMALE INVESTORS "How to Give Financial Advice to Women is full of specific and useful suggestions to help financial advisors serve female clients more effectively. A great addition to any financial planner's professional bookshelf." -- Rick Kahler, CFP, coauthor of Conscious Finance and The Financial Wisdom of Ebenezer Scrooge "Finally a comprehensive answer to Freud's famous question, 'What do women really want?'--at least when it comes to financial advice. . . . A must-read manual for financial advisors on how to work authentically and appreciatively with women." -- Eleanor Blayney, CFP, President, Directions for Women, CFP Board Consumer Advocate "How to Give Financial Advice to Women arrives perfectly timed for advisors seeking guidance with the changing landscape of modern financial management. Addressing the dramatic rise of women in business, investing, and wealth, Kathleen Kingsbury clearly articulates how advisors can and need to understand the perspectives of female clients. Every advisor should read this book and learn these skills." -- Jim Grubman, PhD, FamilyWealth Consulting About the Book: During the next several decades, women will inherit approximately $28.7 trillion in assets and will need good financial guidance to manage their increasing wealth. The problem is that two-thirds of women don't trust financial advisors. Even if you are the best at what you do, a female client will pass you over if you can't effectively communicate and establish a trusting relationship with her. How to Give Financial Advice to Women is your one-stop handbook for connecting with affluent female investors. Written by a wealth psychology expert with over 20 years of experience coaching women, this practical book helps you understand the wants and needs of affluent female clients and shows you how to appeal to this group of loyal investors. First, it breaks down the psychological fundamentals of women and wealth, and then it outlines the skill set you need to effectively communicate and advise affluent women. With the help of concrete action steps, in no time at all you will: Refine your advising style to appeal to women Be sensitive to the realities of affluent women’s lives Meet the unique needs of women in a variety of life transitions Connect with women both as individuals and as part of couples Build trust, actively listen, and foster financial confidence Help women prepare their children to receive wealth Whether you are a male or female advisor, How to Give Financial Advice to Women shows you how the industry has historically made women feel misunderstood and undervalued and gives you everything you need to buck the trend and capitalize on being female friendly. This complete guide even comes with valuable marketing dos and don'ts to ensure you attract the right clients in the most cost-effective way. How to Give Financial Advice to Women tells you what every wealthy woman wants her financial advisor to know.

A Passion for Giving

Author: Peter Klein
Publisher: John Wiley & Sons
ISBN: 1118235770
Format: PDF, ePub
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Praise for A Passion for Giving "Klein and Berrie have produced a great book that manages to make complex issues simple. It blends with grace and craft the deep with the practical and the concrete with the philosophical. It is a precious tool for both the neophyte and the experienced philanthropist. It is both a useful manual and a profound exploration of the core values of giving. In a word, this book is a true gift." –Andres Spokoiny, President and CEO, Jewish Funders Network "Through the years, many people have asked us why we set up our family foundation and how we went about accomplishing this goal. The 'why' is easy to answer: we are fortunate enough to be able to give back and help others in need. The 'how' is perfectly explained in this compelling and very informative book by Peter Klein and Angelica Berrie." –Marilyn and Barry Rubenstein, The Marilyn and Barry Rubenstein Family Foundation "This book should be required reading for new donors and experienced philanthropists. Klein and Berrie have crafted a winning combination of practical guidelines and heartfelt personal accounts to create a moving call to action for anyone who wishes to give back. The stories remind us that when philanthropy, an intensely personal journey, is coupled with deep learning, transformation occurs for both the recipient and the donor." –Debra Mesch, PhD, Professor and Director, Women's Philanthropy Institute, IUPUI "I wish I could have had this book to guide me and refer to as my wife, Andrea, and I launched our Harbor Glow Foundation a decade ago. We would have been much more efficient in the process and more focused in our direction from the get-go. Peter and Angelica capture the spirit and nitty-gritty of a family foundation." –Michael Leeds, Co-Chair, Harbor Glow Foundation

Women s Wealth and Women s Writing in Early Modern England

Author: Elizabeth Mazzola
Publisher: Routledge
ISBN: 1351871153
Format: PDF
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Focusing on both literary and material networks in early modern England, this book examines the nature of women's wealth, its peculiar laws of transmission and accumulation, and how a world of goods and favors, mothers and daughters was transformed by market culture. Drawing on the long and troubled relationship between Elizabeth Tudor, Mary Stuart, Bess of Hardwick, and Arbella Stuart, Elizabeth Mazzola more broadly explores what early modern women might exchange with or leave to each other, including jewels and cloth, needlework, combs, and candlesticks. Women's writings take their place in this circulation of material things, and Mazzola argues that their poems and prayers, letters and wills are particularly designed with the aim of substantiating female ties. This book is an interdisciplinary one, making use of archival research, literary criticism, social history, feminist theory, and anthropological studies of gift exchange to propose that early modern women - whatever their class, educational background or marital status - were key economic players, actively pursuing favors, trading services, and exchanging goods.

Women Who Give Away Millions

Author: Iris Nowell
Publisher: Dundurn
ISBN: 1459714237
Format: PDF, ePub, Mobi
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This book pays tribute to 14 women who donated millions of dollars to causes close to their hearts. Iris Nowell is the author of five books. Writing her 1996 book, Women Who Give Away Millions, has given her a solid foundation of philanthropy, the not-for-profit sector, and the wealthy. She has also written a memoir of Canadian artist Harold Town, and a biography of artist, filmmaker, and impassioned feminist, Joyce Wieland.

When Women Give

Author: Kim King
Publisher: InterVarsity Press
ISBN: 0830890890
Format: PDF, Kindle
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Women are entrepreneurs, highly paid professionals, and leaders in business. Many of us have skills to give. We are marrying later. Many of us have time to give. Women are also likely to manage the family money for a significant portion of their lives. Many of us have money to give.When Kim King, a former corporate lawyer, began her own giving journey she found herself short on resources that would guide her along the way. She faced many questions:How much do I give?How do I find good organizations that are efficient and effective?What are some of the common methods of giving?How do I find others to join me on this journey?Most of all, she was eager to root all of her decisions in a biblical framework.When Women Give is filled with practical advice and stories to foster growth in giving at any and every level. Kim shares openly from her own story, both from her perspective as a donor and from serving on the boards of several Christian nonprofits. If you want to be a wise steward of what you've been given, then this book is for you.

The Money Queen s Guide

Author: Cary Carbonaro
Publisher: Morgan James Publishing
ISBN: 1630475580
Format: PDF, ePub, Docs
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Are you a material girl? The truth is that, as women, we all have a unique relationship with money. We strive for financial security to support our family, ensure we can retire comfortably, create independence separate from our partners, and along the way, buy some nice purses. As much as we are motivated to make money, we often do not consider the crucial relationship between what we do today and how it WILL impact our life tomorrow. From your Roaring 20’s, to your Thrifty 30’s, and all the way to your (hopefully) Smooth 60’s, Money Queen Lady will work to guide you through each of these financial decades and provide insight and detailed guidance into the steps you can take, and the decision you should make to build a financially responsible future. Financial security is an exciting journey we can take together. So pack your purse and get ready for the ride . . .

Smart Women Love Money

Author: Alice Finn
Publisher: Simon and Schuster
ISBN: 168245004X
Format: PDF, ePub, Docs
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YOU ARE A SMART WOMAN, BUT DO YOU STILL: —Feel you’re too busy to invest your money? —Rely on someone else to deal? —Get bored by financial talk? —Think that investing is something only men do? —Worry you’re not smart enough? THINK AGAIN. Women have made strides in so many areas and yet we still have a blind spot when it comes to managing our money. Why? A myriad of factors cause women to earn less than men over a lifetime, making it all the more imperative that we make the money we do have work for us as much as possible. And here’s a reality check: as many as nine out of ten of us will have to manage our finances and those of our family at some point in our lives. And a lot of us think that means keeping our money “safe” in savings accounts, and not investing it. But not doing so has an opportunity cost that will lead to opportunities lost—the ability to pay for a college education, own a home, change careers to pursue a dream, or retire. Alice Finn wants to change how you think about your money, no matter how much or little you have. In Smart Women Love Money, Finn paves the way forward by showing you that the power of investing is the last frontier of feminism. Drawing on more than twenty years of experience as a successful wealth management adviser, Finn shares five simple and proven strategies for a woman at any stage of her life, whether starting a career, home raising children, or heading up a major corporation. Finn’s Five Life-changing Rules of Investing will secure your financial future: 1. Invest in Stocks for the Long Run: Get the magic of compounding working for you, starting now. 2. Allocate your Assets: Strategize your investing to get the most of your returns. 3. Implement with Index Funds: Take advantage of “passive” investing with simple, low-cost, and diverse funds. 4. Rebalance Regularly: Sell high and buy low without much effort, to keep you on track toward your goals. 5. Keep Your Fees Low: Uncover hidden fees so you don’t lose half of your wealth to Wall Street. Finn will also provide the tools you need to achieve long-term success no matter what the markets are doing or what the headlines say. So even in the face of uncertainty— such as the possible dumping of the fiduciary rule (requiring financial advisers to act in their client’s best interests) by the Trump administration—Smart Women Love Money will help you protect yourself and all of your assets for your future. Whether you have $10, $10,000, or more, it’s time to get smart about your money.

How to Give Financial Advice to Women and Couples EBOOK BUNDLE

Author: Kathleen Burns Kingsbury
Publisher: McGraw Hill Professional
ISBN: 0071808140
Format: PDF, Docs
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TWO E-BOOKS IN ONE How to Give Financial Advice to Women How to Give Financial Advice to Women is your one-stop handbook for connecting with affluent female investors. Written by Kathleen Burns Kingsbury, a wealth psychology expert with over 20 years of experience coaching women, this practical book helps you understand the wants and needs of affluent female clients and shows you how to appeal to this group of loyal investors. First, it breaks down the psychological fundamentals of women and wealth, and then it outlines the skill set you need to effectively communicate and advise affluent women. How to Give Financial Advice to Couples How to Give Financial Advice to Couples teaches you how to avoid common traps like subtly siding with one member of the couple, failing to plan adequately with both partners, and sidestepping difficult financial conversations for fear of upsetting the wealth creator. You'll learn how to develop and articulate your couple's philosophy to establish expertise and credibility, how your couple's mindset impacts your work, and how being a couple-friendly advisor will set you apart from the competition.