Navigating the River of Gold: Twitter
There’s an underground river of information and informed commentary that runs through the channels of Twitter, led by some of the brightest minds in our industry. Conversation, connections, and real relationships are build every day on this platform that lead to collaborations, projects and funding.
Your self-curated Twitter stream brings you in direct contact with experts in a way not previously possible. You’ll also find information, guidance, and resources on the fundraising and nonprofit landscape, discover interest and capacity about your prospective donors, and learn ways to be more efficient and effective in your work.
In this video podcast, Helen Brown and Rachel Dakarian talk about the benefits of joining this key social media channel and share tips on how to join the conversation, who to start following, and what to be sure not to miss.
What Are Family Offices?
Growth in the number and impact of family offices around the world is skyrocketing. Knowing how to recognize that a family has an office managing their finances and philanthropy (amongst other things!) and discovering who the key decision-makers are is increasingly important when cultivating ultra high net wealth individuals for major philanthropic giving. HBG Senior Researchers Elizabeth Roma and Kenny Tavares guide us through the key information you need to know, and provide additional sources to learn more about this fascinating growth area impacting our sector.
Resource guide: A Concise Guide to Family Office Resources
Getting the Most From Your Next Wealth Screening
Have you ever gone through a wealth screening and thought, “well, that was a waste of time/money”? Or maybe you wondered, “did we get the most out of that investment?” Join Helen Brown with HBG’s Director of Research Maureen Kilcommins and Senior Researchers Tara McMullen and Heather Willis for a 30-minute discussion that will ensure you have even more success on your next screening.
What are the elements that create a successful wealth screening? In this podcast we discuss:
- Things to consider before starting the process
- Pitfalls to be avoided
- What to do once the screening results are returned
- Next steps for the data, including using them in conjunction with analytics
If you’re thinking of investing in a wealth screening, don’t miss this info-packed podcast!
Getting Started with Analytics
Not sure if your organization is ready for fundraising analytics? Watch this brief video presentation by Helen Brown and learn about the 16 little pieces of information that are all you need to get valuable insight from your database.