Upcoming Workshops and Retreats

Karma & Cents is a one-stop shop for all your philanthropy and social capital management needs providing up-to-date resources and case studies for individuals, families, family businesses and their advisors.

Through our workshops we bring together industry experts to provide unique learning opportunities for our participants. 

2021 NEW COURSE OFFERING – Philanthropy 101

This seven-part series is specifically designed with you in mind. Each learning cohort will have unique case studies and opportunities for cross-pollination of ideas and funder collaboration while diving into some of the meatier topics facing philanthropists today.

2020 Workshop Listing

Working with your firm we design customized learning opportunities for your team and clients on Strategic Philanthropy, Legacy Planning and Transition Management. Our focus is on moving families and businesses from traditional philanthropy to Philanthropy 3.0 – measuring for impact and striving for social change.