Post on 14-Dec-2015
Copyright 2010 Margaret May Damen
Donor Divas: 4 Keys to Capture Women Wealth
Minnesota Planned Giving CouncilSeptember 14, 2010
Margaret May Damen, CFP. CLU, ChFC, CDFA
Copyright 2010 Margaret May Damen
WHY IMPORTANTWHY IMPORTANT• Control 2lst 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
• Control 2lst 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 EconomyLargest 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 to choose the frame of our
destiny.• But What We Put into it is
Ours.”• Dag Hammarskjold
“We are not permitted to
choose the frame of our destiny.
But what we put into it is ours.”
Dag Hammarskjold
Copyright 2010 Margaret May Damen
The Millennial Saeculum 1943 – 2025?
The Millennial Saeculum 1943 – 2025?
High American High
1943-1960Spring
High American High
1943-1960Spring Awakening
Consciousness Revolution1961-1983
Summer
AwakeningConsciousness
Revolution1961-1983
Summer Unraveling Culture Wars 1984-2007?
Fall
Unraveling Culture Wars 1984-2007?
Fall
Crisis Millennial Crisis
2008- 2025? Winter
Crisis Millennial Crisis
2008- 2025? Winter
Copyright 2010 Margaret May Damen
The Four Archetypes 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• Civic G.I. 1901- 1924 86+
• Adaptive Silent 1925 - 1942 68-85
• Idealist Boom 1943 - 1960 50-67
• Reactive Gen X 1961 - 1981 29-49
• Civic Millennial 1982 - 2002 8-29
• Adaptive TBA 2003 -
Copyright 2010 Margaret May Damen
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
EXPECTATIONSPeer-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 The Four Keys
TLCTLCTrust, Leverage,
Capital
VALUESVALUES
LEADERSHIP ABUNDANCEABUNDANCE
Copyright 2010 Margaret May Damen
VVVV
Instill ValuesInstill ValuesAge 0-18Age 0-18
Distill ValuesDistill ValuesAge 18-60Age 18-60
Essence Essence OfOf
ValuesValuesAge 60 +Age 60 +
VirtuousVirtuousLegacyLegacy
LegacyLegacy Values
Copyright 2010 Margaret May Damen
AbundanceThree Principles
• Every Woman has a Legacy
• Every Woman is a Philanthropist• Every Woman makes a
Difference
Copyright 2010 Margaret May Damen
First PrincipleFirst Principle
•Every Woman has a Legacy–Her Story–Her Values
•Honor the Past•Celebrate the Present•Inform the Future
•Every Woman has a Legacy–Her Story–Her Values
•Honor the Past•Celebrate the Present•Inform the Future
Copyright 2010 Margaret May Damen
Second PrincipleSecond 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
STEWARDSHIPSTEWARDSHIPSTEWARDSHIPSTEWARDSHIP
ObligatoryObligatory
Social/FunSocial/Fun
PassionatePassionate
StrategicStrategic
CURRENTCURRENT TransactionTransaction
44
33
22
11
FUTUREFUTURE Transformational Transformational
11
22
33
44
Copyright 2010 Margaret May Damen
Third PrincipleThird PrincipleMakes A DifferenceMakes A Difference
Third PrincipleThird PrincipleMakes A DifferenceMakes A Difference
DISCOVERDISCOVER Core Core
VALUESVALUES
CONNECTCONNECT toto
CAUSESCAUSES
COMMITMENCOMMITMENT Time, T Time, Talent, Talent,
TreasureTreasure
LIVE A LIVE A PURPOSEFUL PURPOSEFUL
LIFELIFE
Copyright 2010 Margaret May Damen
Words From the Heart-O-Gram
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 _______.
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 RELATIONSHIPSTrust Leverage Commitment
BUILD RELATIONSHIPSTrust 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
• 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
CommunicateCommunicate• Speak Female
•A Whole New Mind (Daniel H. Pink)
Facts and Feelings- (IQ and EI)Text vs. ContextWhat vs. How Details vs. Big PictureL = analyses R = synthesizes– Creators & Empathizers
»Conceptual age – harmony - holistic
• Speak Female •A Whole New Mind (Daniel H. Pink)
Facts and Feelings- (IQ and EI)Text vs. ContextWhat vs. How Details vs. Big PictureL = analyses R = synthesizes– Creators & Empathizers
»Conceptual age – harmony - holistic
Copyright 2010 Margaret May Damen
Gender-Specific CommunicationsGender-Specific Communications
• Paint Verbal & Visual Picture– Brush vs. Point
• Offer Ownership– Ask for opinion– User-generated content
• Be R.E.A.LRelevantEmotionActionLegacy
• Paint Verbal & Visual Picture– Brush vs. Point
• Offer Ownership– Ask for opinion– User-generated content
• Be R.E.A.LRelevantEmotionActionLegacy
Copyright 2010 Margaret May Damen
Gender Specific MarketingGender 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
• 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 Gender-Receptive ProgramsPrograms
Gender-Receptive Gender-Receptive ProgramsPrograms
Sharpen FocusSharpen FocusPersonal-Legacy StatementsPersonal-Legacy Statements
Ethical wills Ethical wills
Education of the heart Education of the heart
Writing CirclesWriting Circles Mission StatementMission Statement
Giving PlansGiving PlansStrategic givingStrategic giving
Sharpen FocusSharpen FocusPersonal-Legacy StatementsPersonal-Legacy Statements
Ethical wills Ethical wills
Education of the heart Education of the heart
Writing CirclesWriting Circles Mission StatementMission Statement
Giving PlansGiving PlansStrategic givingStrategic giving
Copyright 2010 Margaret May Damen
Writing Circle TopicsWriting Circle Topics
• Reflection, Discussion and WritingReflection, Discussion and Writing
Attitudes about Money Attitudes about Money
Anticipating Financial NeedsAnticipating Financial Needs
Handling InheritanceHandling Inheritance
Leaving Money to Charitable Leaving Money to Charitable CausesCauses
Choosing a ProfessionalChoosing a Professional “ “Women’s Lives, Women’s Legacies”Women’s Lives, Women’s Legacies”
Rachael FreedRachael Freed
Copyright 2010 Margaret May Damen
Leadership
Identify Emotional StatesIdentify Emotional States
Manage Emotional StatesManage Emotional States
Sensitive to and can InfluenceSensitive to and can Influence Emotions of OthersEmotions of Others
Sustain QualitySustain QualityInterpersonalInterpersonalRelationshipsRelationships
Emotional Intelligence
Copyright 2010 Margaret May Damen
LeadershipLeadership Communications Communications
•WOMEN – Rapport Talk WOMEN – Rapport Talk Establish ConnectionsEstablish Connections
I know what you feel…I know what you feel…
Display SimilaritiesDisplay SimilaritiesYes, I felt the same way when…Yes, I felt the same way when…
Match ExperiencesMatch ExperiencesLet me share how it …Let me share how it …
Full Circle ExperienceFull Circle Experience
Copyright 2010 Margaret May Damen
RELATIONSHIPS 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
• 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 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 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 AbundanceAbundance
TLCTLC LeadershipLeadership
Power of the Pebble in the Pond
Values AbundanceAbundance
TLCTLC LeadershipLeadership
Copyright 2010 Margaret May Damen
“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
ThankThank You You“The future belongs to those who believe in the The future belongs to those who believe in the
beauty of beauty of their dreams.”their dreams.” Eleanor Eleanor RooseveltRoosevelt
Share the MessageShare the MessageWorkshops & Keynote SpeakingWorkshops & Keynote Speaking
Margaret May Damen, Margaret May Damen, CFP, CLU, ChFC, CDFACFP, CLU, ChFC, CDFA
Phone: 561-202-0863Phone: 561-202-0863 Email: Email: mmdamen@earthlink.net
www.instituteforwomenandwealth.orgwww.instituteforwomenandwealth.org
Book at Amazon.com. - available on Book at Amazon.com. - available on KindleKindle