Introduction:

● Host Cory introduces Gena Rotstein, a leading figure in Canada's social enterprise and philanthropy realm.

● Her unique journey and perspective promise a captivating conversation.

From Collaboration to Innovation: Karma & Cents:

● Cory sheds light on Gena's collaboration with Richard Ouellette,, which gave rise to Karma & Cents, an innovative social impact lab.

● This venture stands as a testament to Gena's dedication to driving positive change in society.

A Unique Perspective on Wealth's Purpose:

● Gena's journey is colored by her distinctive perspective as a member of the rising generation.

● This cohort redefines the purpose of wealth, moving beyond financial success to contribute to a greater societal impact.

Guidance to Ultra-High Net-Worth Families:

● Gena's insights extend to ultra-high net-worth families, where she weaves family values, financial success, and social change into a cohesive tapestry of guidance.

Learning Through Failure: A Path to Strength:

● Through personal experience, Gena highlights the transformative power of immersing oneself in failure.

● She encourages individuals to confront challenges head-on, emerging stronger and more resilient.

Challenges in Philanthropic Understanding:

● Gena delves into the complexities surrounding philanthropy and charitable giving.

● She highlights the need for donors to ask the right questions, aiming to truly understand the impact of their contributions.

Redefining Philanthropy: The Birth of Social Purpose Businesses:

● Gena's experience leads her to rethink the concept of philanthropy.

● She discusses the emergence of social purpose businesses and how these endeavors

contribute to solving social issues.

Starting with "Why" in Philanthropy:

● Gena shares her approach to advising families on setting up their foundations. Instead of focusing on a dollar amount, she helps them identify their "why" and create a roadmap for impactful philanthropy.

● She emphasizes the importance of curiosity and empathy in this process.

Family Enterprise and Multi-Generational Continuity:

● Exploring multi-generational continuity, Gena talks about the challenges and strategies

for passing down family values and stories.

● She discusses the use of visual tools and storytelling techniques to keep family legacies alive.

Qualities of Successful Family Enterprise Leaders:

● Gena identifies curiosity, empathy, and active listening as key qualities for successful family enterprise leaders.

● She elaborates on each quality and highlights their significance in navigating complex

philanthropic landscapes.

Event 1: "Funding Systems-Level Change" with Paul Born

Date: September 13th

Time: 10 AM Mountain Time

Description: Join us for a thought-provoking conversation with Paul Born, founder and past CEO

of the Tamarack Institute. Discover insights into funding systems-level change and gain valuable perspectives on philanthropic strategies.

Event 2: "Enabling the Next Generation of Leaders" with Peter Jaswick

Date: November 15th

Time: 10 AM Mountain Time

Description: Don't miss this engaging session with Peter Jaskiewicz, a professor at the Telfer School of Business at the University of Ottawa. Explore strategies for nurturing and empowering.

the next generation of leaders in philanthropy and social impact.

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.