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Jacqueline Ackerman, Rena Greifinger, Julia Lourie and Erin Samueli
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Keynote Session
Tuesday, May 1, 2018 | 8:00 AM

Gender Matters in Philanthropy

Jacqueline Ackerman, Women’s Philanthropy Institute, IU Lilly Family School of Philanthropy

Rena Greifinger, Population Services International

Julia Lourie, Maverick Collective

Erin Samueli, Maverick Collective

Jacquie Ackerman will discuss how over half of high-net-worth individuals discuss philanthropy with a professional advisor, but most of those clients are not fully satisfied with those conversations. The picture is even worse for female clients: around 3 in 4 women who inherit a financial portfolio will change financial advisors. How can financial advisors build high-quality relationships with women clients? The Women's Philanthropy Institute believes philanthropy is a key way to bridge that gap. WPI will present its research findings, built on over a decade of high-quality, peer-reviewed research, showing how men and women have different patterns of giving and give for different reasons. Recent WPI reports also address how parents influence their sons and daughters to give, and giving in networks, particularly by high-net-worth women. Insights from this research will help advisors build strong relationships with their female clients and engage all members of client families in conversation by addressing questions such as: What are my male and female clients looking for when it comes to philanthropic advice? What does a conversation with a client about philanthropy look like to be effective? How can I engage women clients at different points in their lives, when their financial needs and philanthropic goals may vary?

Attendees will: 

  1. Understand the importance of philanthropy in a client's financial portfolio, and how that importance is key to retaining female clients and engaging families. 
  2. Develop a plan to engage both men and women clients by discussing philanthropy at different points in their life cycle.
  3. Understand the importance of networks and their role in engaging men and women in philanthropy.

Rena Greifinger, Julia Lourie and Erin Samueli, all from the Maverick Collective, will then discuss their experiences doing philanthropic work. 


Jacqueline Ackerman, Assistant Director of Research and Partnerships, Women’s Philanthropy Institute, IU Lilly Family School of Philanthropy, Indianapolis, IN

Jacqueline Ackerman is Assistant Director for Research and Partnerships at the Women’s Philanthropy Institute (WPI), housed at the Indiana University Lilly Family School of Philanthropy. The WPI believes that gender matters in philanthropy, and that solving the world’s complex problems requires perspective, leadership, and generosity from men and women. Jacqueline supports this vision by managing all aspects of WPI’s research, which is primarily supported by a grant from the Bill & Melinda Gates Foundation. She also develops partnerships for WPI’s educational programs, which are delivered to a diverse audiences such as high-net-worth donor groups, community foundations, giving circles and nonprofit affinity groups, and organizations for financial advisors and wealth managers. Jacqueline joined the Lilly Family School of Philanthropy in 2012, spending four years in the research department before transitioning to her current role with WPI. In the research department, her efforts centered on the Million Dollar List, a database of million-dollar-and-up gifts from U.S. donors, and a range of other including corporate philanthropy, international giving, regional giving, and more. Jacqueline holds a Master’s in Public Administration with a concentration in International Development from the Indiana University—Bloomington School of Public and Environmental Affairs. She was raised in Port-au-Prince, Haiti, and now resides in Louisville. Jacqueline enjoys giving back to the community and has participated in a number of local nonprofits and giving circles; she currently serves on the Board of Directors for Indianapolis’ Center for Victim and Human Rights. 

 


Rena Greifinger, 
Senior Project Lead for MaverickNext, Population Services International, Washington, DC

Rena Greifinger is an energetic, creative and seasoned public health activist with over 10 years of experience leading programs to revolutionize the health sector for adolescent girls and young people. She has lived and/or worked in 20 countries on a range of initiatives spanning research, program design and delivery, media and communications, and advocacy. She recently became the Senior Project Lead for MaverickNext, a new initiative of PSI's Maverick Collective that brings together next generation philanthropists and public health leaders to change the way philanthropy is done. Over the last five years as PSI's Global Advisor on Youth & Girls, Rena established the organization as a technical expert and thought-leader in private sector approaches to improving sexual and reproductive health systems for adolescents and young people. She spearheaded the organization's work in design-thinking, playing a lead role in its flagship project Adolescents 360. Her work has focused on the integration of human-centered design into social marketing frameworks, strengthening youth-friendly health services in the private sector, building capacity for youth-adult partnerships and externally representing PSI through coalition work, publishing and public speaking. She has served as Chair of the Youth, Health and Rights Coalition and the Coalition for Adolescent Girls. Prior to PSI, Rena founded an award-winning program that builds leadership, life-skills and mentoring support for young people living with HIV in the U.S. Rena holds a Master’s of Science from the Harvard School of Public Health.


Julia Lourie, Maverick Collective

Julia Lourie works at the Bard Prison Initiative (BPI), where she is responsible for planning and executing initiatives and events that augment BPI's strategic goals. Prior to her work with BPI, Lourie worked as a fine art production manager, spending time at Creative Time and Hauser + Wirth, among others. As an advocate for the health of women and girls, Lourie seeks to combine empathic modes of communication with demonstrably effective action. Her Maverick Collective project focuses on preventing, screening, and treating cervical cancer in Trinidad & Tobago. Taking the belief that access to healthcare is an issue of justice, Lourie seeks to help shape the landscape of private giving to serve the greatest public good. Lourie currently serves on the Board of Directors of contemporary dance company Hivewild and is a registered 200RYT yoga teacher. She graduated from NYU Steinhardt in 2014 and holds a B.S. in Media, Culture, and Communications with honors.



Erin Samueli
Maverick Collective

Erin Samueli is an educator, having completed her bachelor’s degree in earth science education from Boston University in December 2016. She will pursue a Master’s degree in Education in 2018, but is using this gap year to launch into her philanthropy with Maverick Collective and her family’s foundation. During college, she served as a student teacher for a semester in a high school in London. This solidified her passion for working in the classroom, and she intends to start her career as a middle school earth science teacher. An Orange County native, she will begin her California teaching career in the near future. Erin deeply believes in the role of education in behavior change and empowering individuals. As such, Erin is thrilled to be putting her education and teaching skills to use in her project with Maverick Collective, which will explore how we might use school as an entry point for Ethiopian girls and boys to access reproductive health education, products, and services.

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