FinovateFall 2013 / Place2Give
Presenter Profile:
How they describe themselves: We are the pre-eminent research tool on Canadian charities and are beginning the transition into big data analytics and data licensing. Overall we are focused on creating technologies to support the philanthropic and social visions of individuals, families, and businesses in North America.
How they describe their product/innovation: The Advisor Toolbox uses proprietary algorithms to help financial and legal advisors provide additional fee value by reducing the research time taken to help clients achieve their charitable giving strategies. Our FinovateFall demo included the client profiling tool, charity search and client typology matching, charity research, and the day-to-day management of a client’s charitable giving (including the scheduling of disbursements and tax receipts). The Toolbox can be incorporated into a client’s existing CRM or wealth advisory software.
Product Distribution Strategy: Direct to Business (B2B), Reseller initiatives, & Data licensing. Key Executives: Gena Rotstein (Chief Conversationalist & Co-Founder), Chris Salmon (COO), Steven Bengtson (CTO), & Eli Aviv (CFO)
Contacts:
Bus. Dev. & Sales: Chris Salmon, COO, csalmon@place2give.com, 403-973-6019
Press: Arleigh Vasconcellos, arleigh@theagencyinc.ca, 403-561-4810
Website: place2give.com
Blog: dexterityconsulting.ca/blog
Twitter: @Place2Give
HQ Location: Calgary, AB, Canada
Founded: June 2010
Product Demoed: Place2Give Advisor Toolbox
Product Launch: Spring 2013
Metrics: North America’s largest and most current charity search engine with a database of 1.6M+ North American charities profiled against 3 different donor typologies and incorporating 9 independent data sources. 6 employees, 4 contractors on retainer, and 3 students. No VC backing. Began generating revenue in 2012 through the sale of research, data, and the Advisor Toolbox.
Presenter(s): Gena Rotstein (Chief Conversationalist & Founder),
Ryan Bengtson (Developer)
- Key Executives
Direct to Business (B2B), Reseller initiatives, & Data licensing. Key Executives: Gena Rotstein (Chief Conversationalist & Co-Founder), Chris Salmon (COO), Steven Bengtson (CTO), & Eli Aviv (CFO)
Key Stats
- Key Board Members
lan Jochelson, Lori Stewart, Michelle Sklar, Michelle Kwong, Stanley Goldstein, Richard Nagan, Alfy Klein, & Bob McInnis
- Key Advisory Board Members
lan Jochelson, Lori Stewart, Michelle Sklar, Michelle Kwong, Stanley Goldstein, Richard Nagan, Alfy Klein, & Bob McInnis
- Key Investors
Gena Rotstein, Ben Shani, Sam Switzer, John Sherbut, Greenmar Holdings, & Brian Singh
- Key Partnerships
Charity Navigator & Charity Intelligence, Centers for Social Innovation in Canada and the US, Innovate Calgary (tech incubator), CIBC, & Women Investing in Knowledge
- Key Customers
Family Wealth Coach, various community foundations, two major banks in Canada, Cidel Trust, Visa associated with a credit union, Richardson GMP, Mawer, DDI Energy, Agar Canada, Greengate Power, FirstEnergy Capital, & Canoe Financial