Podcast: A Primer on GDPR Requirements for US-based Nonprofit
The EU General Data Protection Regulation (GDPR) goes into effect on May 25, 2018, and every company or nonprofit organization that has constituents in the European Union will need to be GDPR compliant. In this podcast, Helen Brown talks with Adrian Beney, a consultant with More Partnership, and Nicola Williams, Research Director at Factary Ltd. Both Adrian and Nicola have been advising clients for well over a year in their efforts to be ready, and in this podcast we learn what US-based nonprofits need to be aware of, and resources to find further information.
Resources mentioned in the podcast:
Innovation Discussion: Achieving true parity across fundraiser portfolios
What do you do if you suspect that some fundraisers’ portfolios are stronger than others? How do you find balance and make sure there is parity for everyone? And how do you determine which factors really make a portfolio “strong”?
In this episode, Helen Brown speaks with Mark Dumich and Ling Sun, creative fundraising data scientists from the University of Notre Dame who created an innovative solution to find the answers to those questions. Mark and Ling discuss the goals of their project, the steps they took, tools they used, issues they encountered, and the positive outcomes they have gotten. They share the most important thing they wished they’d done differently, and what they want to do next.
Join us for an informative and interesting half hour – you’ll hear solid, creative ideas that you can borrow to help your fundraising program succeed.
Giving Collaboratives – a podcast
Have you been following the emergence and exponential growth of giving collaboratives? Giving collaboratives can be individuals, foundations, NGOs, and others that join forces (and their finances) around a particular cause or toward a shared goal.
This is an emerging phenomenon in philanthropy that caught the attention of two HBG team members, Elizabeth Roma and Angie Stapleton, who deeply researched and presented on the topic at the 2017 Apra Regional Conference. Part of their presentation included an 18-page companion guide to Giving Collaboratives.
I sat down with Elizabeth and Angie this morning to ask them to tell me more about Giving Collaboratives and the resource they compiled, and recorded our conversation in this podcast so that you can hear as well:
Resource guide: APRA ARC Giving Collectives Handout
Foundation Research – A Free Tutorial
One of the things that makes me so proud of our profession is the way we so eagerly share tips, tools, tactics, and techniques with each other. At APRA International and chapter conferences, you can just feel the excitement in the rooms. Even in webinars and tweetchats, there’s still a vibe somehow.
So in honor of #ResearchPride month, my colleague Elizabeth Roma and I recorded a video podcast for you on researching grant-makers, including foundations and donor-advised funds. Here’s our webinar on “Researching Foundations” – we hope you enjoy it:
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!
New Masters of Wealth; Engaging Wealth Managers in Your Fundraising Efforts
Brooke Harrington’s book Capital Without Borders inspired HBG’s Elizabeth Roma and Angie Stapleton to learn more about wealth managers, offshoring, and tax avoidance methods. In this webinar sponsored (and kindly shared) by Apra Mid-South, Elizabeth and Angie share what they’ve learned about this fascinating under-the-radar service that most UHNWIs use to shelter their assets.
The presentation is split into two parts, and is accompanied by slide handouts.
Episode #1, New Masters of Wealth; Engaging Wealth Managers in Your Fundraising Efforts
Episode #2, New Masters of Wealth; Engaging Wealth Managers in Your Fundraising Efforts
City Mouse, Country Mouse: Ownership, Value, and Trends from
Park Avenue to Waggoner Ranch
Real estate is a major factor in determining a prospect’s capacity. And since many of our high net worth prospects have homes in both the city and the country, it is important to know where how to confirm ownership and estimate value. This presentation, by HBG Senior Researchers Kelly Labrecque and Heather Willis, is divided into two parts: Part 1) Researching New York City Property Assets and Part 2) Valuing Farms and Ranches in the West.
Helen presented on prospect research in the United Kingdom for the New England Development Research Association in September 2017. Download her slide handouts here – they contain an overview of the UK philanthropic landscape and are packed with tons of great prospect research resources.
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.
HBG’s 10 Best Omnibus Resources
20/20 Strategic Vision
HBG’s Elizabeth Roma and Elizabeth Dakarian presented 20/20: Strategic Vision for Today’s Philanthropic Realities at the 2016 Apra Prospect Development Conference in Nashville, TN. APRA_PD_2016_Dakarian_Roma_Session201
In her new book Building Your Analytics Shop; a workbook for nonprofits, Marianne Pelletier brings her passion for fundraising analytics and skill in communication to anyone interested in building a successful fundraising analytics program.
Marianne writes in a friendly, fluid style and although she has over 20 years of experience and is deeply knowledgeable about her topic, she explains concepts, terminology, and techniques in an accessible manner.
The book covers the key points of setting up a program: an overview of what analytics and good analytics programs are all about; what you need to be successful; assembling the right resources; planning your projects; reporting on findings; and implementing the results.
Marianne provides specific case studies of analytics projects that she and others have done. They’re designed to be concrete examples to get you started and her “shopping mall of ideas” provides a springboard of ideas for new projects you can implement.
Pelletier also lays out specifically what you will need in order for your shop to be successful, including good data; a vision of what you want to accomplish; staff and resources to handle the work; and buy-in from leadership. She then spends at least one chapter expanding on each of these success-necessities.
Pelletier shows how analytics can be used to improve every stage of fundraising and within each department, from identification through engagement, annual fund, pipeline management, major gifts, stewardship and planned giving. She even shows how analytics can be used to measure and increase staff performance and success.
Pelletier’s friendly and engaging style is just what a topic like this needs, especially if you’re new to the topic and trying to figure out if it’s right for your shop. She never descends into jargon and she doesn’t approach the topic like she’s speaking from a lectern – Marianne is an evangelist for the power of analytics but she wants to make it fun and accessible to others.
Another bonus is that the book comes with a number of online worksheets Pelletier created for you to fill in as you go along. These help narrow down your options and provide ideas for future projects. At the book’s end is a strong index of resources and further reading hand-curated by Pelletier which is worth the price of admission.
If you’re wondering if analytics is right for your fundraising operation, or if you’re just curious to see case studies and understand what questions analytics can answer, you should add this to your reading list.