Helen Brown Group

  • Home
  • Our Services
    Overview
    • A la carte research
    • Customized News Alerts
    • Data Insight
    • Dedicated Consulting
    • Research department audits and training
    • Wealth Screening Assistance
  • Resource Library
    • Learning Media Library
    • Wealth Lists
    • Prospect Research Links
    • Prospect Research for Fundraisers
  • About
    • What We Believe
    • Helen Brown
    • Meet the Team
    • HBG Privacy Policy
  • Blog
    • Archive
  • Contact

Archive

  • 2021

    • January

      • 21: Opportunity of a lifetime
      • 14: Can your prospects be found at a luxury private community?
  • 2020

    • December

      • 10: December edition – Who’s Doing Well Now?
      • 03: Art Imitates Life
    • November

      • 19: Shining light on new prospective donors
      • 12: What on Earth is a SPAC?
      • 05: The Wealthy and their Art
    • October

      • 29: Not just a drop in the bucket
      • 22: Mind the GAP
      • 01: Real Estate in the Age of Coronavirus
    • September

      • 24: 4 Mid-COVID tasks that get you ahead
      • 10: Philanthropy is a broken puzzle. And we have to fix it.
      • 03: Avoid an Un-Eventful Fall Event Season
    • August

      • 20: Due Diligence in Prospect Research
      • 13: Questioning philanthropy
      • 06: Credit where credit is appreciated
    • July

      • 30: Silver linings
      • 23: The other side of furlough
      • 16: Data insight made easy: using RFM scoring to find great prospects
      • 09: Exciting Announcement: HBG Data Insight!
    • June

      • 25: Companies House: a treasure trove of info on UK companies
      • 18: Who is doing well now in the UK?
      • 04: Paying it forward
    • May

      • 28: On Being a Prospect Research Possibilist
      • 21: Lockdown Learning
      • 14: Healing Bruises
      • 07: New White Paper! Who Is Doing Well Now?
    • April

      • 23: Donors that are stepping up right now
      • 16: Prospect Research for the Here and Now
      • 09: Who’s doing well now?
      • 02: Working From Home and Homeschooling
    • March

      • 26: Hiring and onboarding new remote employees
      • 23: So you’re managing virtual workers now…
      • 16: Expert work-from-home advice from the WFH experts
      • 12: Stepping up with pride
      • 05: Life in fundraising’s fast lane
    • February

      • 27: Due diligence and prospect research – are they different?
      • 20: A bigger boat
      • 13: How to find a strong relationship
      • 06: At your service
    • January

      • 23: Creating Your Due Diligence Policy
      • 16: Fact-checking the fact-checkers
      • 09: Prospect research resolutions for a new year and a new decade
  • 2019

    • December

      • 19: ‘Tis The Season – for Philanthropic Giving!
      • 12: Innovative Ideas for Ethics Discussions
      • 05: Chapters in the Story: Going Beyond Ancestry for Genealogical Research
    • November

      • 14: What’s on my virtual coffee table
      • 07: Profile of a DAF and its donor
    • October

      • 31: The scariest things about fundraising
      • 24: Why are we so afraid to talk about ethics?
      • 17: Welcoming your new employee
      • 10: A missed opportunity – and how to avoid it
      • 03: A Peek Into Exclusive Golf Club Memberships
    • September

      • 26: When all else fails
      • 19: Is philanthropic influence always a bad thing?
      • 12: It’s not rocket science – ethics, due diligence, and risk
      • 05: Ode to the Checklist
    • August

      • 29: A snippet of usefulness from the World Wealth Report
      • 22: Hidden gems in the 2019 Fidelity DAF report
      • 15: Why I’m not proposing
      • 08: How GIS mapping can improve your real estate searching
      • 01: Quantifying Crowdfunding: Don’t let perfection be the enemy of progress
    • July

      • 18: An Active Kindness
      • 11: Prospecting 2.0
    • June

      • 27: Bringing a little joy
      • 20: Usufruct
      • 13: 7 Highlights from the Knight Frank Wealth Report
      • 06: How the wealthy say ‘I do’ to philanthropy
    • May

      • 30: Will “Anonymous” become ubiquitous?
      • 23: The Unease of the One Percent
      • 16: Portfolio spring cleaning
      • 10: The HBG Book Club is moving to Uneasy Street
      • 09: A hole in the water
      • 02: Moving Beyond Your Comfort Zone: Sharing Knowledge
    • April

      • 25: Alert and Prepared
      • 18: Don’t miss this new report
      • 11: How to stand out in your next job search
      • 04: Six Tips to Make Your Next Wealth Screening a Success
    • March

      • 28: So you say you want a revolution, well, here goes….
      • 21: What to do when your PM system needs a reboot
      • 14: Prospect Management – Starting From Scratch
      • 07: Why Prospect Management?
    • February

      • 28: Growing your corporate fundraising through better data tracking
      • 21: Still Interested? Expanding the Use of Donor Interest Codes
      • 14: A lot to love
      • 13: The HBG Book Club is starting a new book!
      • 07: Are We in a New Golden Era of CSR?
    • January

      • 31: Civil discourse
      • 24: Aaargh! It was Right. There!
      • 17: How due diligence research can save your assets
      • 10: Prospect research can be stewardship’s best friend
      • 03: Hello, I’m your new donor. It’s time to make a change.
  • 2018

    • December

      • 27: My favorites from 2018
      • 20: A few of our favorite things
      • 13: A hygge opportunity for UHNW philanthropists
      • 06: Managing stress this holiday season
    • November

      • 15: GDPR comes to America – the CaCPA
      • 08: Winners Take All
      • 01: Read the Footnotes!
    • October

      • 25: Community
      • 19: Join the Club for book 2! The HBG Book Club will read Winners Take All
      • 18: I’ll Tell You What’s Going On with Us: The Big Opportunity for Prospect Development
      • 04: This is a game-changer!
    • September

      • 27: New Power, Boaty McBoatFace, and your nonprofit
      • 20: What’s going on with us?
      • 13: Short post – two resources for you
      • 06: A rising delta: China, women, and philanthropy
    • August

      • 30: 5 generous search experts to follow
      • 23: Skyscraper lifestyles
      • 16: New Power and control
      • 02: Primary Sources
    • July

      • 26: Apra Conference Bingo
      • 19: The HBG Book Club IPO
      • 12: Extra-credit entertainment
      • 05: Full Spectrum Research
    • June

      • 28: Innovation in practice
      • 14: The forest for the trees
      • 07: Planting a tree
    • May

      • 31: When Research fails (& what to do about it)
      • 24: Tips for your job interview
      • 17: Leading from behind – part 2
      • 10: Leading from behind – part 1
      • 03: Demystifying Digital Assets
    • April

      • 19: Back-of-the-napkin privately-held company value calculator
      • 05: Ski resort real estate
    • March

      • 29: Philaepángelma
      • 22: GDPR and you
      • 15: Justification
      • 08: March On: Celebrating Research Pride Month
      • 01: Olympic-Sized Appreciation: #ResearchPride
    • February

      • 22: Worth a Listen
      • 15: Freeports: The Purgatory for Art
      • 08: Is Your Nonprofit Ready for GDPR?
      • 01: Secrecy World
    • January

      • 11: Mass Millions 2017; The year in major gift philanthropy
      • 04: Innovation in Philanthropy
  • 2017

    • December

      • 21: What’s up for 2018
      • 14: Rock Solid
      • 07: The Palm Beach Season
    • November

      • 30: ‘Tis the Pre-Season
      • 23: More Giving, Thanks to Thanks Giving
      • 16: Are the rich less philanthropic than we thought?
      • 09: Trouble in Paradise
      • 02: Creating a DIY wealth spreadsheet
    • October

      • 26: The allure of finding the obscure
      • 19: Don’t make the real estate mistake
      • 12: Broadening your alert horizon
      • 05: The Secret to Great Event Briefings
    • September

      • 28: My fellow Americans
      • 21: Behind the Scenes of the Form 990
      • 14: International prospect research resources – United Kingdom
      • 07: POISEd for Success
    • August

      • 31: 81 percent
      • 24: Google Search, just for you
      • 17: Who do you stand with?
      • 10: Innovation: Measuring fundraiser portfolio strength
      • 03: Another day, another hundred million dollars…
    • July

      • 27: FOMO Cheat Sheet
      • 20: Great prospect research training – now!
      • 13: Pivot Tables – step by step
      • 06: No Budget For Paid Research Resources? This is for you!
    • June

      • 29: Fear Of Missing infO
      • 15: Gorilla Philanthropy
      • 08: 501(c)(what?)
      • 01: Unstructured and very valuable
    • May

      • 25: That work book
      • 18: How much is a good prospect researcher worth?
      • 11: Wealth events – a primer
      • 04: Valuing Real Estate in the US West
    • April

      • 27: The Third Sector and the Fourth Estate
      • 21: Giving Collaboratives – a podcast
      • 13: Doing Your Due Diligence
      • 06: The New Gilded Age
    • March

      • 30: Research Pride and Beyond!
      • 23: Well chuffed
      • 16: Pride is results-based
      • 09: Better Together
      • 01: This is Pride
    • February

      • 23: New Order
      • 16: The rush of the rush
      • 09: Spear phishing
      • 02: Just Compensation
    • January

      • 26: The Cavalry
      • 19: Disentangling facts and values in the UK’s wealth screening controversy
      • 12: 8 apps and sites every billionaire needs
      • 05: My Gap Year From Prospect Research
  • 2016

    • December

      • 29: The most popular articles of 2016 from The Intelligent Edge
      • 22: A Passion Play, or How To Fix Your Lousy Wealth Screening Results
      • 15: 11 ways you can be ready for 2017
      • 08: You got played. I got played. We all got played.
      • 01: Come Together. Right Now.
    • November

      • 17: Why wealth screenings – and prospect researchers – are so reliant on real estate
      • 10: Super brokers in our fair city
      • 03: Super Brokers in the City
    • October

      • 27: Expanding Your Prospect Research Horizons
      • 06: Time Management in Practice
    • September

      • 29: Translational research about philanthropy
      • 22: Interviewing Venture Capital and Private Equity Professionals
      • 08: Because it’s none of their business
      • 01: Setting lofty goals
    • August

      • 25: Brexit, 2 Months Later: The undercover fundraiser (with apologies to Tim Harford)
      • 18: Politics and philanthropy
      • 11: How Twitter Helps Me Be a Better Writer
      • 04: Outside In: Finding Diversity & Inclusion in Philanthropy in the Midst of National Crises & Augmented Reality
    • July

      • 21: Brexistential Crisis: Philanthropy After Brexit
      • 14: Surprises from the new CAF Report on UK Charities
      • 07: Navigating the Changing Landscapes of Wealth & Philanthropy
    • June

      • 30: Gold nuggets from the Capgemini World Wealth Report 2016
      • 23: The Future of Search
      • 09: Boss keys: The best apps, extensions, and add-ons for your browser
      • 02: Why Virtual Workers Are a Real Asset
    • May

      • 26: Five tips for getting noticed in a job search
      • 19: Prospect Research and the Panama Papers
      • 05: Stumbling Toward Success
    • April

      • 28: The Best Parts of the 2016 Sunday Times Rich List
      • 21: Best highlights of the Knight Frank Wealth Report 2016
      • 07: Prospects That Cultivate Themselves
    • March

      • 31: Thank You for helping make change
      • 24: What comes after #ResearchPride
      • 17: The Luck of the Irish
      • 10: Foundation Research – a free tutorial
      • 01: Proud Voices in Harmony
    • February

      • 25: The hidden river
      • 11: You are my Valentine
      • 04: How much is that unicorn in the window?
    • January

      • 28: Cracking the 2% nut
      • 21: I have no idea what you’re talking about
      • 14: How the IoT will impact nonprofits
      • 07: An Ideal Researcher
  • 2015

    • December

      • 17: The one thing every research profile must do
      • 10: The 4 key elements of every strategic profile
      • 03: Not Dead Yet
    • November

      • 19: What’s Missing from Coutts’ Vault
      • 12: If money were no object
      • 05: Let’s Co-op erate!
    • October

      • 29: Hidden Treasure
      • 08: Which street from clear many come?
      • 01: How Dodd-Frank Affects Your Top Donors
    • September

      • 24: Expert omnibus research sources: 10 of the best
      • 17: Morningstar Sunset
      • 10: Creating calm within the storm
      • 03: Relationship Management Rules!
    • August

      • 27: What makes for a successful wealth screening?
      • 20: The alchemy behind fundraising success
      • 13: Donor Identification in the 21st Century
      • 06: Shaping Change
    • July

      • 30: Gravity Assist
      • 16: Bookmark These Five Great Deep Web Research Resources
      • 09: Prospect Research Training Event of the Year!
    • June

      • 25: The 2015 World Wealth Report: 5 Essential Takeaways
      • 18: What you need to know about family offices
      • 11: Act like it’s not our first time at the rodeo
      • 04: Five critical actions to make your fundraising database work better for you
    • May

      • 28: Going beyond capacity ratings
      • 21: The Artful Science of Capacity Ratings
      • 14: Analytics: The 16 little fields you need to get started
      • 07: Are you ready for analytics?
    • April

      • 30: Tips from the International Prospect Research Pros
      • 23: Bookmark These 3 Great Analytics Software Resource Lists
      • 16: 4 Ways You Can Use Analytics To Power Your Fundraising Success
      • 09: Analytics: 4 simple terms everybody should know
      • 02: Using Analytics to Pull Away From the Pack
    • March

      • 26: Five tips: spring cleaning and rev-ups for your browser
      • 19: Becoming what they’re interested in
      • 12: BRICS are out the window; it’s MINT that’s growing now
      • 05: Billions of Possibilities
    • February

      • 26: Coming Out (Again)
      • 12: When I get in control of the world
      • 05: Play well with others? Good for your bottom line!
    • January

      • 29: Corporate board perks: a proxy primer
      • 22: Where in the world to find info about company insiders
      • 15: Researching company insiders
      • 08: What you and the 1% have in common
  • 2014

    • December

      • 18: Social media and high net worth individuals
      • 11: Capacity Ratings, 747s, and Volvos
      • 04: Take Your Seat at the Table
      • 01: Where in the world to find exactly what you’re looking for
    • November

      • 20: International wealth screening companies
      • 13: The UK Mansion Tax: a ‘game changer’ for researchers
      • 06: Casting Your Net Across the Pond: 5 Tips for Effective UK Research
    • October

      • 30: Attracting and retaining great employees
      • 23: You’ve been Boo-ed!
      • 16: Welcome! Now get to work.
      • 09: How to recruit for that hard-to-fill position
      • 02: Introverts Advance! How researchers adapt in an extroverted world
    • September

      • 25: Prospect identification: 5 steps to get action on the front line
      • 18: Prospect identification: 4 ways to help retain new donors
      • 11: Prospect identification: Grow Some Feet
      • 04: Prospect Identification: Going beyond the same old same old
    • August

      • 28: Getting Through: 3 Easy Tips to Avoid Communication Death Traps
      • 21: What’s in your toolbox?
      • 14: 16 cool resources every fundraiser should know about
      • 07: Fundraising intelligence
    • July

      • 31: 5 ways to get a seat at the strategy table
      • 24: Web Search Strategies: Traits of Great Researchers
      • 17: The Boys of Summer
      • 10: Effective Web Searching – social media search tips
      • 03: The Field Guide to Efficient Searching
    • June

      • 26: Web search overview: Three Key Things Everyone Needs to Know
      • 19: Search Strategies – The hunt begins
      • 12: Looking Homeward
      • 05: The Fair, the handwriting analysis booth, and relationship management
    • May

      • 29: Ratings: What happens when you drop a prospect status ball
      • 22: Ratings – Measuring inclination
      • 15: What you need to know about ratings
      • 08: Capacity Ratings – get informed for better results
      • 01: Ratings – The Myth of 5% Over Five
    • April

      • 24: Five percent over five
      • 17: 6 Reasons Why Real Estate Matters to the Savvy Prospect Researcher
      • 10: You really should get out more
      • 03: 3 Ways to Build a Great “Gold Guide”
    • March

      • 27: Why wealth screenings are a waste of money
      • 20: What your capital campaign plan is missing
      • 13: What do you say?
      • 06: Coming out
    • February

      • 27: Actionable information
      • 20: Six Benchmarking Questions to Enhance Your Shop
      • 13: Funding overhead
      • 06: Why Most Prospect Research Profiles Are Dead On Arrival
    • January

      • 30: The Golden String – the key to 7-figure gifts
      • 23: Elements of a full prospect research profile
      • 16: Four secrets for speedier prospect research
      • 09: Three things every nonprofit should do in January
      • 05: A peek at Helen’s journal – the best of 2013
  • 2013

    • October

      • 25: Google Alerts: what’s going on
    • September

      • 19: Fundraising Analytics ABCs – Visualizing Data
      • 12: Fundraising Analytics ABCs – Donor Modeling
      • 05: Fundraising Analytics ABCs – Data Mining
      • 02: What if fundraisers reported to the Director of Strategic Information?
    • August

      • 30: From Twit to Twitterer: the brief story of a reluctant user
      • 26: Welcome, Kelly!
      • 22: Research Magic
      • 16: The true test of research
    • July

      • 05: More than just prospect research
    • June

      • 27: Big Data, Big Brother and Prospect Research
      • 24: 5 Great Ways to Find New Donors
      • 20: 11 Great Free Resources for Finding Biographical Information
      • 17: Prospect Research’s Strategic Advantage
      • 11: Getting at information sideways – job interviews
    • March

      • 26: Prospect Research for Fundraisers – the Book!
      • 14: Google: offer fee-based option for professional researchers!
    • February

      • 26: One-stop shopping: Prospect research links
      • 14: Send your best researcher home
      • 01: Going to Harvard in a Maserati…or not
    • January

      • 24: Five key features of great prospect research departments
      • 18: Four Great Free Firefox Add-ons and a New Crush
      • 03: 3 Daring Relationship Management Solutions
  • 2012

    • December

      • 26: 12 Great Ideas for Prospect Research in 2013
      • 19: They’re going to leave (unless you keep them)
    • November

      • 19: How the Occupy movement is changing philanthropy
      • 11: When do you use prospect research?
    • September

      • 14: We don’t need no education
    • August

      • 30: Are you ready for ‘Back to School’?
    • July

      • 19: Breaking into prospect research
      • 03: Researching Trusts and Foundations in Europe… and beyond
    • May

      • 17: Ten tips for a successful wealth screening
    • April

      • 18: A Day in the Life
    • March

      • 30: For fundraisers working with a research team…
      • 19: Welcome Heather to HBG!
      • 09: Solutions for the frustrated
    • January

      • 15: New Google = New Coke
  • 2011

    • December

      • 19: Finally! A journalist GETS prospect research
      • 08: You’ve Got A Secret…
      • 01: Helen’s interview with Mark Schaefer
    • November

      • 23: Meaty Take-aways
      • 16: We’re writing a book!
    • October

      • 13: More, Ben Franklin and Prospect Research
    • September

      • 27: Will SIBs cannibalize philanthropic giving?
    • August

      • 06: HBG grows!
    • July

      • 05: 17 questions to ask before hiring a research consultant
    • June

      • 27: Summer reading: wealth and philanthropy
      • 06: How to get a 500% increase in prospects
    • May

      • 24: What’s in store for philanthropy?
      • 16: When Google starts acting like HAL
      • 08: Introducing the best non-profit blogs in the world
    • April

      • 10: Building Alliances for Nonprofit Success
      • 04: Three Truly Great (FREE!) Fundraising Research Resources
    • March

      • 30: Tips and Tricks for organizing info: staff picks
      • 21: Glass Houses
      • 15: Can You Research Better Than A 4-Year Old?
    • February

      • 22: The Best All-In-One Research Tool
      • 14: Rescue from the Digital Firehose
      • 10: The Scoop on Venture Philanthropy
      • 02: Google+Spam=Opportunity (for Bing?)
    • January

      • 25: Twitter and Your Nonprofit
      • 06: Crystal Ball for 2011
  • Get the Intelligent Edge

    Our weekly update provides insight and commentary on breaking philanthropy news and the latest innovations in fundraising intelligence.

  • HBG Privacy Policy

    By sharing your information you give us permission to send you our newsletter. You may unsubscribe at any time.

New Articles

  • Opportunity of a lifetime
  • Can your prospects be found at a luxury private community?
  • December edition – Who’s Doing Well Now?
  • Art Imitates Life
  • Shining light on new prospective donors

Keep Updated

  • Facebook
  • LinkedIn
  • RSS
  • Twitter

Get the Essential Handbook

Get Your Copy

Learn More

Categories

  • Campaign Success
  • Career development
  • Due Diligence
  • Effective searching
  • Fundraising Analytics
  • Fundraising Ethics
  • HBG Book Club
  • International prospect research
  • Most popular
  • News
  • Non-profit trends
  • Podcast
  • Prospect Development 101
  • Prospect identification
  • Ratings
  • Relationship management
  • Research Department Success
  • Researching Companies
  • Researching Individuals
  • Social Media
  • Strategic planning
  • Trust & Foundation Research
  • Uncategorized
  • Wealth screenings

ABOUT HBG

The Helen Brown Group was formed in 2002 with a goal to be different.

Allow me to explain my personal philosophy to you.

  • Learn More About HBG

Latest Intelligent Edge Articles

  • Opportunity of a lifetime
  • Can your prospects be found at a luxury private community?
  • December edition – Who’s Doing Well Now?
  • Art Imitates Life
  • Shining light on new prospective donors

Privacy Quick Links

  • Privacy Policy
  • Privacy Tools

Copyright © 2021 The Helen Brown Group LLC.

David’s career in prospect research began in 2009, as a graduate research assistant at the Shippensburg University Foundation. In 2011, He became a development researcher for the University of Virginia. In 2015, David became assistant director of prospect research at the University of Baltimore, serving for 3 years. Recently, he was the director of development for Trees Forever. David Joined the Helen Brown Group as a research assistant in January 2020. He earned a B.A. in Theater at Indiana University of Pennsylvania and a M.A. in Applied History at Shippensburg University. David is a member of APRA and APRA Great Plains.

Kenny has worked in development since 1999 and has been involved in prospect research since 2002.

Prior to joining The Helen Brown Group, he was the director of donor and prospect research at the United Way of Massachusetts Bay. Kenny is a member of APRA and NEDRA.

Tara first began her career in development in 2002 supporting the Major Gifts department at Simmons College, and ultimately went on to serve as Assistant Director of Prospect Research. Since that time, she has also worked as a Senior Research Analyst at MIT, as Associate Director of Prospect Management and Research at the Harvard Graduate School of Education, and as Director of Development Research at Combined Jewish Philanthropies (CJP).

Tara originally joined the Helen Brown Group team in 2007 and served as a Research Associate and ShareTraining coordinator until 2008 – she rejoined the company as a Senior Researcher in 2013 and was promoted to her current role in 2018.

She has been an active volunteer with NEDRA for many years and served on the board of directors from 2010-2016. During her time on the NEDRA board, she served in many different roles, including terms as Vice President, Secretary, Chair of the Website and Technology Committee, Chair of the Volunteer Committee, and as Chair and Editor of NEDRA News. She is currently a member of the NEDRA Bootcamp faculty. In addition, Tara has also been involved as a volunteer with Apra, serving stints on the Membership Committee, Chapters Committee, and Bylaws Task Force.

Angie began her career in development in 1999 at Virginia Tech in Corporate and Foundation Relations and later in prospect research at the University of Connecticut Foundation.

A graduate of the University of Tennessee at Martin, her experience includes grants management at the University of South Carolina, program evaluation for South Carolina Research Authority and human resources analysis for Nissan North America.

She returned to development in 2007 and worked in various prospect research positions at Vanderbilt University, including Associate Director. She was named Director for Vanderbilt University Medical Center’s research office in 2015, and joined The Helen Brown Group in 2016.

jdsahjhDJDJHJSH

Josh began his career in development as the Phonathon Coordinator at Keene State College. He then worked at non-profit consulting firm Schultz & Williams in Philadelphia.

He started his research career at the University of Pennsylvania as a Research Assistant in 2005. He then moved over to the Wharton School of Business, where he became the Associate Director, Research and Prospect Management. Josh joined the Helen Brown Group in 2016.

Josh is also a Colorado licensed Realtor and graduate of Lehigh University.

In March 2017, Kristina joined the Helen Brown Group as a Research Associate. Before joining HBG, she was the Research Manager at Pratt Institute in Brooklyn and an Associate Manager of Prospect Research at City Harvest, a food rescue organization. Kristina started her non-profit career as a legal assistant at the Metropolitan Museum of Art in 2004.  She is a member of Apra and Apra Greater New York. She was Apra Greater New York’s Director of Programming from June 2014 to May 2016. Kristina graduated from The University of Chicago and the Bard Graduate Center.

Grace began her career in development in 2001 as Executive Assistant to the Chief Development Officer with Brigham and Women’s Hospital (BWH), a Harvard Medical School-affiliated academic medical center.

In 2003, she became a prospect researcher for the BWH principal and major gifts team and spent the next 11 years in various research positions with BWH, culminating as Assistant Director of Prospect Research. She has been affiliated with The Helen Brown Group since January 2014.

Heather began her career in 2002 as a prospect research coordinator for the Rocky Mountain Elk Foundation and then moved to Carroll College in 2004.

In 2005, Heather began working on her own as a freelancer and eventually started her own consulting firm, Willis Research Services, in 2007. She joined The Helen Brown Group in 2012.

Heather is a member of the Association of Professional Researchers for Advancement and the Montana Nonprofit Association.

Jennifer began her career in development at her alma mater, Wheaton College, where she was an administrative assistant for the major gifts department.

She joined The Helen Brown Group in March 2008. She earned a master’s degree in library science from the Southern Connecticut State University in May 2009. Jennifer is a member of APRA and NEDRA.

Rick has been a member of the Helen Brown Group team since 2005. Prior to joining HBG, Rick was director of research at St. Paul’s School in Concord, New Hampshire. Rick has worked in development since 1996, both in prospect research and major gifts fund raising. His experience includes the University of Vermont, Phillips Exeter Academy and St. Paul’s School.

Rick is past president of NEDRA and is a member of and frequent volunteer for APRA.

Josh began his career in development as the Phonathon Coordinator at Keene State College. He then worked at non-profit consulting firm Schultz & Williams in Philadelphia.

He started his research career at the University of Pennsylvania as a Research Assistant in 2005. He then moved over to the Wharton School of Business, where he became the Associate Director, Research and Prospect Management. Josh joined the Helen Brown Group in 2016.

Josh is also a Colorado licensed Realtor and graduate of Lehigh University.

Mandi has worked in prospect research and management since 2006. She began her development career as a research analyst in development research at City of Hope, an NCI-designated comprehensive cancer center in Los Angeles. From there, she became the manager of prospect development at Huntington Memorial Hospital, a community hospital in Pasadena, CA. Most recently, she was the associate director of prospect research and management at Occidental College, a private liberal arts college in LA.

Mandi has a BA degree in print journalism from Southern Methodist University and a master’s degree of library and information science from UCLA.

She joined the Helen Brown Group in May 2019.

Kelly began her career in development in 2008 as an administrative assistant in Major Gifts at Wheaton College.

In 2010, she became a research analyst at Dana-Farber Cancer Institute in the Division of Development & Jimmy Fund as part of the prospect identification team. Kelly joined The Helen Brown Group in 2013.

She is a member of APRA and NEDRA.

Jayme began her career in development in 2008 at the Rutgers University Foundation, where she spent the next seven years, first in prospect management and then prospect research. She spent several years at Monmouth University as their senior prospect research analyst, working with the fundraising staff, university president, and top leadership. She has worked as both a volunteer and consultant for non-profits in the areas of research and writing.

She earned a bachelor of arts degree from Drew University and a master of communication and information sciences from Rutgers University. She is a member of APRA.

Jayme joined The Helen Brown Group in April 2019.

Julie has managed finances for The Helen Brown Group since its founding.

In her spare time, she is an editor for the PBS series Masterpiece at WGBH. Julie was nominated twice for an Emmy award for her work on the PBS show Zoom.

Heather began her career in development in 2001 as a prospect researcher for National Wildlife Federation (NWF). She was with NWF for more than thirteen years, including nearly five years as director of research and analytics. Heather is a former secretary of the board of directors of APRA-Metro DC.

She joined The Helen Brown Group in October 2014.

David began his career in development at The Gunnery school in northwest Connecticut in 2011, where he worked in database management and prospect research. Subsequently, he joined the College of Saint Rose as a development research analyst before leading Albany Medical Center Foundation’s prospect research efforts as Associate Director of Prospect Research. He has a Bachelor’s Degree in Sociology from Siena College and is a member of APRA and CASE.

Michele began her career in development in 2012 when she joined the UC Berkeley corporate and foundation relations team as a development analyst. She spent a year and a half at Cal before returning to UC Davis as a prospect analyst. She was with the prospect management and relations team at UC Davis for almost three years prior to joining the research and relationship management team at George Washington University as a Senior Prospect Analyst in 2016.

Michele received her BA in creative writing from Florida State University and her MA in higher education leadership from CSU Sacramento. She currently resides in Northern Virginia, is a member of Apra International, and serves as the social media chair for Apra Metro DC. Michele joined The Helen Brown Group in July 2018.

Angie has worked in development since 2002, partnering with a wide range of nonprofit institutions. She began her professional career at Vanderbilt University in research and prospect development.

She has also worked with a number of community nonprofits in front-line fundraising, grant-writing, and event management. Angie holds an MPA in Nonprofit Management from the Indiana University Lilly Family School of Philanthropy and a BS in Journalism from Middle Tennessee State University. She resides in Nashville, Tennessee, and is a member of AFP Nashville and APRA MidSouth, where she has been active on the executive team.

She joined The Helen Brown Group in October 2015.

Maureen has been a part of the non-profit world since 1991. She started out in annual giving at Harvard Law School and continued her career as director of annual/special gifts at UC Santa Cruz.

In 1999 she made the switch from front-line fundraising to serve as director of prospect research/management at Bentley University and in 2001 began her role as administrator for the North American Foundation for the University of Manchester. She became part of the HBG team in September of 2011.

Helen has been a development professional since 1987. Her previous experience includes The University of North Carolina at Chapel Hill, the Albert Einstein Institution, Boston College, the Harvard School of Public Health and Northeastern University.

Currently she works with a variety of clients to establish, benchmark and re-align research departments; identify major gift prospects; and train researchers and other fundraisers through on-site and web-based training services.Helen is a former member of the board of the Association of Professional Researchers for Advancement (APRA) and is past president of the New England Development Research Association (NEDRA). In 2006 she received the NEDRA Ann Castle Award for service to the prospect research community.

Helen is Special Advisor on Fundraising to the North American Foundation for the University of Manchester and is a member of the board of directors of Factary Ltd. (Bristol, UK). She is a member of NEDRA, APRA, the Association of Independent Information Professionals (AIIP), Women In Development, the Association of Fundraising Professionals (AFP) and Researchers in Fundraising (UK).

Helen is a frequent speaker and has led seminars for a number of professional associations, including Action Planning, AFP, APRA, the Council for Advancement and Support of Education (CASE), NEDRA, RIF, the Planned Giving Council of Central Massachusetts, the Georgia Center on Nonprofits, the International Fundraising Congress and Resource Alliance.

Helen is also co-author (with Jen Filla) of the book, Prospect Research for Fundraisers (Wiley & Sons, 2013).

We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.OkPrivacy policy