Using charity sector data, can we build more sustainable communities and use market forces to drive social change? This presentation was given as part of a panel at CKX.org Nov. 2014. Also on the panel - AJAH and FLUXX

1. Can Open Data Unlock Fort 
Philanthropy?
How data is influencing individual and family philanthropy
Gena Rotstein, CEO &
Advisor in Philanthropy
grotstein@dexterityventures.com
www.dexterityventures.com
www.place2give.com

2. What I learned from online dating
You have to kiss a lot of frogs…

3. The Power of Data
 How can we use research to make more informed
decisions?
 How can we turn data into knowledge to drive
change?
 How can we use stories to demonstrate our impact?
 How do we know we’re making a difference,
together?

4. Photo credit: Steve Jurvetson/Flickr
We are harnessing the frontier of charity data
... To make charitable giving a part of every person’s banking
experience, retain assets under management across generations
and positively influence $1Billion in charitable transactions by
2015.

6. Harmonized Grant
Application Form
 Reduce the amount of money
spent by charities filling in
online forms
 Drive more funds into
successful programs
 Drive seed capital into new
initiatives
 Change the dialogue around
what should be measured
248 questions
Demographics
Program Impact (KPI’s)
Volunteer Engagement
Financial Management
Governance & Leadership
Platform agnostic
Accessible

7. Charity Profile: CAWST
Benchmarks
 Maverick
 Steady
 Informed
1. Governance
2. Financial Management
3. Program Implementation
4. Admin/HR/Volunteerism
5. Fundraising
6. Community Relations
Donor Profile

10. Language for Estate Planning
Group
1. No reference to charity.
2. Would you like to leave any
money to charity in your
will?
3. Many of our customers like
to leave money to charity in
their will. Are there any
causes you’re passionate
about?
Result
1. 5% clients initiate
philanthropy conversation;
contribution: $5,610
2. 10.4% clients agreed to
name a single charity;
contribution: $5,291
3. 15.4% clients agreed to
include AT LEAST ONE;
contribution: $11,333
Michael Rosen, Donor-Centred Planned Gift Marketing

11. 
What does it cost to solve poverty?
How donors can be more effective with their donations
http://136.159.7.176/place2give/operations/bipartite/vancouver/

12. Vancouver East Side Charities
Market Size
 533 organizations in
Vancouver East Side;
 154 poverty orgs
 X-Large: 19
 Large: 3
 Medium: 28
 Small: 100
 Unknown: 4
Where did the money go?
 Total provincial spending on
poverty - $8Billion (2013)
 Total prov. gov’t funding -
$162Million (East Van 2013)
 Total private funding -
$169Million (East Van 2013)
Vancouver East Side:
 What charities spent on
poverty-related activities:
$278,690,957
 Total overhead to manage
poverty programs: $64,468,280

13. Flow of money
How much money is flowing between donors and projects overseas
http://136.159.7.176/place2give/operations/sankey/all/5/

14. Mutual Funds of Charities
• Tracking the impact beyond the dollars
invested and funds spent
• Finding the one common thread to
measure

15. Creating a Paradigm Shift
Charities
 Updating websites
 Tagging information
 Making information easily
accessible via RSS feeds etc.
 Articulate Key Performance
Indicators (KPIs)
Donors &
Corporate Funders
 Complete giving profiles
 Share information with your
financial advisors
 Look beyond the cost of
raising a dollar and overhead
 Demand more

16. Charity Data and the New Frontier
 New polices that govern how charities are regulated
 Charity stock exchange
 The ability for social change to be clearly monetized and
financed
 The disruption of investment regulatory bodies
 The reshaping of traditional umbrella agencies and
 New policies around how companies can be structured

17. Sources & Resources
 BC Poverty Reduction Initiative
 Place2Give/DVI data
 Michael Rosen – blog
 Giving 2.0
 Stanford Social Innovation Review
 Harvard Business Review

18. Contact information
Gena Rotstein, Chief Conversationalist
403-860-7572
grotstein@dexterityventures.com
@Place2Give @DexterityCon
www.place2give.com
www.dexterityventurs.com