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Mary Jovanovich
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Breakout Session, Values Based
Friday, May 24, 2019 | 9:10 AM

Gender-Lens Giving Patterns & Investing Strategies for 2019

Mary Jovanovich, Schwab Charitable

This session will explore the growing financial power of women in the U.S. and why more women than ever before are taking the lead in philanthropy.  Mary Jovanovich from Schwab CharitableTM will share academic and industry research on the behaviors and motivations of women donors.  Based on the latest thinking from the Stanford Center on Philanthropy and Civil Society, she will also discuss four investment strategies to better engage this demographic. In addition, the session will address how to use donor-advised fund accounts (DAFs) to potentially enhance community-based giving.

Attendees will:

  1. Gain an understanding of the most recent research on women’s giving, including motivations, behaviors, causes, and possible outcomes.
  2. Learn four investment strategies that can help fuel the momentum behind investing in organizations, products and services that benefit women and should be at the front of advisors’ minds in 2019.
  3. Hear how to make a bigger impact using DAFs to increase community-based giving and create new ways to reach women at all levels of society with resources to grow their power.



Mary Jovanovich, Schwab Charitable

Mary joined Schwab Charitable in 2015 and has more than 10 years experience with Charles Schwab & Co., Inc. Previously, with Schwab Private Client, Mary provided strategic supervisory guidance for managers and portfolio consultants offering investment advisory solutions. Mary serves financial advisors, family offices and donor communities. She is committed to helping financial consultants and advisors build successful practices and deepen relationships with their clients by incorporating charitable planning into their wealth management strategies.

Mary is involved as a current board member and previously as secretary for Dress for Success Indianapolis, and also serves on both the Integrating Woman Leadership Foundation Board and Indiana Wesleyan’s Alumni Board. In addition, Mary volunteers at Coburn Place and the Him by Her Foundation.

Mary obtained her master’s degree in management from Indiana Wesleyan University. She holds a number of FINRA securities registrations (Series 7, 9, 10, 24, 63, and 66) and an Indiana Life & Health Insurance license. She is currently pursuing a graduate certificate in philanthropic studies with Indiana University’s Lilly Family School of Philanthropy.

 

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