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February 3, 2021 By Helen Brown

Honoring Black History Month

Illustration by Daniell Langford

It’s tricky for a white woman to write about Black History Month because I don’t want to come off as being more knowledgeable than I am or be accidentally disrespectful. But it’s important to me that I honor this month and show up as the ally I want to be, so here I am, sharing what I’ve found with you.

I have long thought of myself as a person who rejects racism, but I’m becoming a little better schooled in my own accidental disrespect. I got started a little early on Black History Month by reading the bestseller The Black Friend; On Being A Better White Person by Frederick Joseph last month. Quite a few parts of the book were revelations to me, and I honestly can’t recommend it highly enough.

I learned after reading it that it was written with a young adult reader in mind, but, except for some musical references that flew over my head, I’d say that its message resonates clearly to all ages.

It was certainly an I-can’t-put-it-down book, and I read it in a weekend. I saw my well-intentioned (yet misguided) self quite a few times in its pages; for example, “I don’t see color” is a phrase I will never think, much less say, ever again.

It’s not enough to just be allies or non-racist ourselves

Another thing I learned is that it’s not enough not to be racist (although it’s a pretty great start). We need to actively and proactively chip away at all of the racism we start to recognize when we educate ourselves through generous books like Joseph’s, and call out racist behavior when we see it. I’m incredibly grateful that Joseph was willing to be a guide, and that imprint Candlewick Press saw value in this endeavor.

I’m moving on next to How To Be An Anti-Racist by Ibram X. Kendi which I have no doubt will be another useful guide on my journey.

What are nonprofits doing?

How wonderful it is that we work in a sector whose sole focus is to lift people up and make our world a better, more just place! We do our own work on the individual level, this month and hopefully for each month afterwards, to understand our own biases and break them down. We do it on an institutional level, too, because in my research personally and for this article I found that there are so many organizations in the nonprofit sector sharing knowledge and/or providing a stage for the arts and culture during Black History Month! It’s impossible to name them all, but I wanted to feature a few that I thought you might want to visit virtually with me.

Fascinating Finds in America’s Attic

For example, speaking of Ibram Kendi, thanks to the Smithsonian’s National Museum of African American History and Culture (NMAAHC), this past Tuesday I watched a wonderful celebration of the new book that he and Dr. Keisha Blain edited called 400 Souls; a community history of African America 1619-2019. What an amazing concept: they asked 90 contributors to provide a work each describing a five-year period between 1619 and 2019. Through essays, short stories, personal histories, and poetry each contributor brings each half-decade to life.

In Tuesday evening’s discussion, four of the contributors were featured with Kendi and Blain to discuss the book. I was riveted by Pulitzer-Prize winning professor Annette Gordon-Reed’s discussion of her contribution about Sally Hemings: enslaved by Thomas Jefferson, Hemings was taken by Jefferson to Paris when the French Revolution broke out. As she heard cries of freedom, equality, and liberty shouted in the streets, Hemings weighed the awful choice of staying in Paris as a free woman – and leaving behind the rest of her family enslaved in Virginia.

You can listen to the recording of this wonderfully entertaining evening discussion here. I highly recommend it. (and there’s another book that’s going on my to-read list!)

As you can imagine, the NMAAHC will be sponsoring a wide range of virtual events this month for all ages, too. I’ll be back again with them later this month because my eyes tracked directly to the word “probate” on their events page. If you’re someone who has a side hustle or interest in genealogy, certified genealogical lecturer LaBrenda Garrett-Nelson will share her knowledge on using probate records to find enslaved ancestors and those who were slave holders in this free lecture.

The National Portrait Gallery is partnering with other Smithsonian museums to discuss how historical objects from their respective collections speak to today’s social justice issues. This month their focus is on race and medicine, and in this free event (among several works of art and artifacts) they’ll highlight a portrait of Charles R. Drew, a renowned African American surgeon and researcher in the field of blood transfusions who developed large-scale blood banks for use during World War II.

What on Earth would we do without public media?

There is a host of great media highlighting Black innovators, entertainers, and leaders, and as you’d expect PBS is a great place to find them. Their Black History Month-dedicated web page features a ton of limited series, films, and documentaries for free. And it’s not just non-fiction, either: as part of its 50th anniversary celebration, Masterpiece is featuring The Long Song, a 3-part mini-series based on the award-winning novel by Andrea Levy about the end of slavery in Jamaica.

If you’re a member of your local PBS station, there’s even more on their site and available through Passport, the PBS streaming service that’s free to members (I’m sorry, I know that sounded like an ad, but I’ve been a PBS fangirl since I was six. Maybe younger. I can’t help myself.)

Also, set your reminders and tune into the NPR “Tiny Desk Concerts” this month! There’s a week each per musical genre: week one is Jazz (Wynton Marsalis!); week two is R&B (Meshell Ndegeocello!); Week 3 is Hip Hop (Rae Khalil!); and the last week is “Wildcard Week” (sorry, not familiar with the featured artists but I’ll be tuning in!).

Universities

Most colleges and universities are celebrating Black History Month with at least a lecture or event or three. I love how Tuskegee University is celebrating the month with an expansive and free Zoom lecture series on topics ranging from “The Color of Baseball” and “Reggae and Resistance” to “Covid-19 and the African American Community.”

Check out the website of your own alma mater to see what they’re doing, or perhaps a college or university near you. You’ll find celebrations, interesting lectures, discussions, music and more from Oregon on the Pacific to the North Shore of Boston and every place in between to understand exactly why recognizing African American history in America is so important. (And if you don’t find any activities at the website of your alma mater, maybe send them a note of encouragement/expectation.)

What else?

Parents and educators, are you looking for a broad-spectrum, well-researched resource guide to teach kids about Black history and anti-racism? The Center for Racial Justice in Education has put together a gorgeous web page that includes hotlinks to books, films, newspaper and magazine articles, activities, and government resources.

One of my favorites was “5 Things Not To Do During Black History Month.” There were a couple of real cringe-worthy examples in the article, but it wasn’t all “yikes!” There was also some very reassuring advice at the end of the article for folks who are eager for examples on how to be good anti-racism advocates.

When a door closes, a window opens

There are sooooo many things that COVID-19 has taken away from us, but one of the things it has given is the opportunity to take advantage of things we never would have been able to before because of geography.

You may not be anywhere near Detroit, but that doesn’t mean you can’t take advantage of the Black History Month activities offered by the Detroit Institute of Arts. Listen to a concert by singer-songwriter Chantae Cann; hang out with Black chefs and mixologists as they put together their favorite foods and drinks; or sign your child up for a free celebration of Black photographers through a series of interactive exhibit/experiences just for kids.

This is just a teeny tiny slice of what I found and I’m really eager to hear about more. Please share below what your nonprofit (or your favorite nonprofit) is doing to celebrate Black History Month, and help steer the rest of us to more great content.

 

Filed Under: News Tagged With: African American History Month, Black History Month

October 29, 2020 By Helen Brown

Not just a drop in the bucket

Recently I read a report from the Pew Research Center that 15% of people they surveyed said they don’t vote because they feel that their vote is just a drop in the bucket and doesn’t make a difference.

I’ve heard the same thing from people who were concerned about their small donation to a nonprofit. But all of us in fundraising know that that’s not true at any time, and especially now.

In fact, small donations are incredibly important. At a time when the leaders of 30% of nonprofits are reporting to CAF America that they don’t know if they’re going to be open a year from now, those small donations are absolutely critical to keeping the lights on. It’s not hyperbole to say that, for some nonprofits, those “drops in the bucket” are going to be the difference between providing services and closing for good.

Other small drops have incredible power.

A speck of dirt or a wayward eyelash can cause a surprising amount of irritation. That drop of eye wash packs a wallop of relief, doesn’t it?

A little drop of polio vaccine on a child’s tongue can make the difference between a normal life and an iron lung.

A tiny drop of the nerve agent Novichok on a water bottle was all it took to send Russian dissident Alexei Navalny into a life-threatening coma.

Small drops are powerful. So is one vote.

Did you know that in 2018 Rep. DJ Johnson won his seat in the Kentucky House of Representatives by one vote? It’s true.

The same thing happened – in the same year! – in the Alaska House of Representatives: Bart LeBon defeated Kathryn Dodge by one. little. vote.

One vote can make a huge difference. Your vote.

If you haven’t yet voted…

Check to see if early voting is available in your area. More information can be found at https://makeaplan.com/. Go to your town hall or wherever your voting location is tomorrow and vote.

If early voting is not an option for you, please vote on election day, next Tuesday November 3rd.

If you’ve voted but you know someone who hasn’t yet, please contact them and urge them to do it.

Thanks.

Filed Under: News Tagged With: vote

July 30, 2020 By Helen Brown

Silver linings

So here we are, week nine hundred and twenty-whatever, working from home, wearing a mask when we’re out, socially distancing, all that good stuff. We’re w-a-a-y past the novelty and deep into the “Seriously I cannot binge-watch yet another series” portion of this Pandemic-a-thon. And that’s if we’re lucky.

[PSA: Now is the time when it’s really easy to break down and do something that honestly doesn’t seem like it would be that risky but three months ago would have freaked you out. Don’t. You’ve made it this far and we’re all counting on you to keep being a strong link in this virtual chain. Also you’re awesome and cherished].

But, yeah, this is still 17 kinds of awful. I’ve been trying to keep a gratitude list to stay positive, and I wanted to share with you some positive things I noted that wouldn’t have happened if it weren’t for this pandemic.

For one thing, no one is saying “It’s impossible for prospect development folks to work from home!” anymore. There is an element of “be careful what you wish for” here, but if you’re one of the millions who’ve discovered that working from home really is a wish come true, well, there’s good thing #1 to come out of this.

Another good thing happened a couple of weeks ago. My university held a virtual stewardship event for donors to the student COVID emergency relief fund, and one of the speakers said “of course, we’d ideally be all together now so we could thank you in person.” Since my university is across an ocean, the likelihood of my being there in person would be approximately nil, but because the event had to be virtual, there I was, one happy square among many on several pages in a Zoom room. How many great opportunities will nonprofits be able to take advantage of to engage with distanced constituents (who want to be more engaged) because we’re separated?

And speaking of the benefits of virtual gatherings, here’s another good thing: All of the free and low-cost webinars this spring were great, right? Especially in the beginning when we were trying to figure out how permanent or temporary this was all going to be. But if you’re like me, right about now you’re longing to be part of a real discussion again with other prospect development folks. Conversation. Back and forth, not just being talked at.

We’re not alone. Coffee talks are springing up everywhere. Last week Apra-MN had a great coffee hour conversation featuring Janna Lee and Mark DeFilippis on the topic of the legality of using FEC data in prospect research. Lori Lawson (who helped write the guidelines on this for APRA) was able to chime in from her home in Florida. Bonus!

Next month Apra-MN will host another interactive kaffeeklatsch on the topic of New York real estate, and they’re also doing evening happy hours just for conversation. Apra-Carolinas and Apra-PA are also hosting social gatherings…maybe your chapter is doing something, too? If not, volunteer to lead one yourself! It’s great that distance doesn’t have to be a factor – we can share a beverage and talk to peers everywhere! (oh, and hey: chapter membership chairs? Members don’t need to be in your geographic area anymore! Just saying.)

What other good things are happening because of this very bad thing that you can think of?

Filed Under: News, Research Department Success Tagged With: APRA-MN, community, good news, prospect development, prospect research

July 23, 2020 By Helen Brown

The other side of furlough

I’ve been watching the nonprofit space with increasing concern lately, hearing stories of colleagues – friends – getting laid off or placed on furlough, or under the cloud of potential furlough. Considering what’s happening, I know objectively that in some cases it’s the only logical financial decision some charities can make, but it’s still a constant heartache. I know that many colleagues will come out of this just fine – or maybe even better – in the long run, but in the moment it can be hard to summon hope. That’s why I wanted to make sure you saw this article from Apra-IL’s blog written by Joan Ogwumike and Beth Inman. It’s more than just a journey story – Beth shares great perspective and practical coping techniques, too. Thank you to Joan, Beth, and Apra-IL for granting permission for your article to be re-shared here. ~Helen


Joan: Hi Beth, can you share with our readers where you believe your heart and mind is right now?

Beth: Name an emotion and I’ve felt it over the past few months. Worried, scared, angry, optimistic, hopeful, to name just a few. Right now, I’m feeling grateful and my heart and mind are in a good place considering all the changes over the past couple of months (being furloughed, long distance move, and starting a new job). I’m grateful for my fantastic new job opportunity and for our prospect development community which has been so supportive. I have received emails, texts, and dm’s checking in, and those gestures have made a huge difference in keeping my spirits high. 

Thank you for mentioning the prospect development community, can you share why community matters (you state that their outreach made a huge difference in keeping your spirits high) can you share more on that?

Community matters because it’s important to have a connection. That connection could be familial, professional, spiritual, etc. but it’s that connection or being a part of something that contributes to our overall sense of wellbeing. Our prospect development community on Twitter, for example, is so interesting because I’ve only met a handful of them in person. That said, I know they’re there when I’m frustrated about our work and I also know they’re there when we’re going through something like COVID and it’s affecting all of us in some way. Even when the “there” is virtual, it’s still so helpful!

Where would you say your heart and mind were as you waited to find out your furlough status?

Some days I was sure I would be furloughed and other days, I had a glimmer of hope that the work I was doing was important enough to not be furloughed. We knew a week ahead of time that furloughs were coming but we had no idea how many staff would be affected or what criteria would be used to determine who would be impacted. That was a really long week. That level of worry is exhausting and it affects every aspect of your life. 

As many are going through this exact situation, what can you say matters?

2020 has been a rough year for everyone and we have all had very different experiences related to COVID-19 and its effects on our industry, our communities, and our families. I am a planner and I am a worrier so the past 5-6 months have been really tough for me. What I’ve realized is that I spend a lot of time worrying about things I don’t have any control over and asking for help is OK.  What matters to me right now is understanding that it’s alright to not have a plan and to recognize when I should ask for help – that I don’t have to do it all myself. 

I believe you just spoke to so many of us who are planners and worriers, to break away from this ingrained piece of us would be difficult, how are you doing it? Is this a process or an overnight shift?

Oh, it’s definitely a process and one that I have to consciously work on! My therapist has helped me with ways to counter my worrisome thoughts when I start to go down that “what if” rabbit hole and it takes practice to do that, but it’s worth it. One of things I learned is to counter a negative thought with a positive one. This helps me think about the different ways a situation could go and options I need to consider. For example, when I was worrying with thoughts that “my house wouldn’t sell”, I flipped it and asked, “what if the house sells,” that helped me think about what I’ll need to do when it sells.

Ever since the quarantine started many have shared advice on working from home, and ways to stay busy and productive aside from their work; what did you do to keep yourself whole, sane, and happy?

For me, once I learned I was furloughed, I made a to do list and came up with a schedule (albeit a not very structured one) for the weekdays, which was really helpful. I had been working full time for 20+ years so to learn on a Thursday that I was no longer working was a really odd and scary feeling. I kept thinking, “what am I going to do?” That’s where the to do list and schedule came in. They helped me structure my day in a way that helped me stay on track and feel like I had some control over the day. My to do list was everything from clean out the pantry to exercising to reviewing my resume and even what Netflix shows I wanted to watch. When I made the schedule, I wanted to start the day doing something that made me happy which was drinking coffee and reading. (I have read a lot over the past few months and if you need any book recommendations, let me know!)  

Do you have any advice for people experiencing the fear of being furloughed?

In talking to friends and colleagues about furloughs, I have learned that organizations have handled their furloughs differently. For example, some organizations continue to keep in touch with their furloughed employees; they are part of regular meetings and they are provided updates on their furlough status. This was not my experience, so my advice is to think about questions to ask your supervisor if you are furloughed. For example, how will the organization communicate with those who are furloughed? Will you have access to your files/emails/intranet (your org’s HR site, for example)? If you’re going to file for unemployment, it wouldn’t hurt to research what you will need to apply in your state so you have an idea of what to prepare. In some cases, it can take weeks for the benefits to kick in, so filing sooner rather than later is a good idea. 

Now is also a good time to review your resume, cover letter, and LinkedIn profile and make sure it’s up to date. If you decide to start a job search, it’s good to have these documents in their best shape. And, if you start applying for positions, reach out to your references to confirm they’re still willing to be a reference and give them a heads up if you learn an organization is contacting your references. If you use your work email for Apra and other professional listservs, make sure you update it to your personal email to ensure you continue to get important information.

And, finally, practice self-care and utilize the Apra community! Self-care looks different for everyone but it’s so important! The Apra community is helpful and compassionate and we want to see our colleagues succeed. 


Thank you again, Joan and Beth. Dear readers, do you have any advice to share? Please share in the comments .

Filed Under: Career development, News Tagged With: Apra-IL, Beth Inman, career advice, furlough, Joan Ogwumike

July 9, 2020 By Helen Brown

Exciting Announcement: HBG Data Insight!

I hope you had a safe and relaxing Fourth of July weekend! Our town cancelled its annual fireworks show this year, but various neighbors randomly filled the gap in their own way (ahem) so we still got to peep some here and there. Same with you?

The celebration here at HBG continues this week: We’ve been working on something very special over the past year, and today I have some exciting news to share – cue more fireworks!

As we all retool and strategize to be successful in this new normal, the project we’ve been developing could not have been ready at a better time. We are delighted to announce a new initiative here at The Helen Brown Group specifically designed to help nonprofits identify and get the information they need on their best donors.

We’ve formed a new unit called HBG Data Insight (DI).

While the unit is new, you’ll definitely recognize the DI team as long-time HBG talent. Tara McMullen-King is the new unit’s Lead Consultant, and senior staffers Kenny Tavares and David Hargadon are the DI Consultants filtering and transforming data into insight.

Why HBG Data Insight? Why now?

Over the years we’ve been frustrated seeing nonprofit colleagues unintentionally left stranded by talented specialists who provide analytics services…but then move on. The nonprofit pays a lot of money for the work and they may get a fantastic group of new prospects, but when the analytics consultant goes away to their next job, then what?

Circumstances change quickly – especially these days – and algorithms have a very limited shelf life.

And all of the AI and machine learning and data science and screenings in the world won’t tell you which living, breathing, human being amongst the list of hundreds is genuinely interested in your cause and has a personal connection to your nonprofit. Or which ones have family wealth. Or have made multiple philanthropic gifts through a DAF. Data insight and screenings alone just can’t do that.

We decided it was time for a practical, integrated, affordable, solution.

So over the past year, we partnered with a group of our dedicated consulting clients to beta-test a unique service: data insight married with prospect development:

Data insight plus research.

Data insight plus due diligence.

Data insight plus prospect management.

We found that most wanted all four woven together: insight, research, due diligence, and prospect management to take advantage of new opportunities and ideas as they arose.

We’ve helped our clients use their own data to answer these questions (and quite a few more):

  • Who are our most likely donors right now?
  • How should we prioritize our prospect pools?
  • How can we segment our wealth screening results to find top prospects faster?
  • Do we have the right people in the right portfolios?
  • Are we allocating our frontline fundraisers in the right way?
  • Can we better predict what our fundraising goals should be next year?
  • If we can’t do events now, what is our next-best option of engagement?
  • Where are our best planned giving prospects?

Our insight services range from descriptive analysis projects and RFMV analyses, up to and including predictive modeling. For some we have integrated wealth screening information that they had; for others we helped them get the most out of a new screening. We’ve even gathered a proprietary set of additional data to help us surface more prospects.

When you work in an integrated way, insight questions like the ones above can rotate and be added to continuously as new questions arise.

Marrying ongoing data insight with the rest of prospect development and the frontline team makes sure that you’re introducing the right – vetted – prospects into the pipeline continuously.

Don’t just take our word for it, here’s information from a survey of nonprofits done by IBM.

  • 78% of nonprofit leaders with analytic capabilities reported higher effectiveness in performing their missions.
  • Nonprofits using analytics had more efficient operations and increased staff productivity.
  • However, the survey found that 48% of non-profits indicated that technology was a primary barrier to advancing analytics, and 41% indicated that talent was their primary barrier.
  • Nearly three quarters said that budget was one of top three barriers to using analytics.

Honestly, that last bullet point just floors me. It doesn’t have to be that way.

What does partnering with HBG Data Insight look like?

As I mentioned, our goal is to help clients affordably make data-informed decisions. To do that, we primarily use an integrated, dedicated, prospect development approach, which is something we’ve specialized in since 2005.

We provide expert consultants for a contracted number of hours each month for at least three months. That commitment allows us to keep our price-point lower and bring clients real value. It also allows us – together – to customize what happens during those hours to exactly what you need.

Don’t need the whole burrito of data insight plus prospect research? No problem.

If you already have internal prospect research capacity, that’s great. Our data insight team can work with you on a project basis, too, and we’d be happy to partner with your researcher (or research team) to provide results they can build on.

Check out our website to see more detailed information on the services we’re offering. If you have an insight project in mind that isn’t listed there, we’d be happy to talk it through with you.

HBG Data Insight: Practical. Integrated. Affordable.

Filed Under: Fundraising Analytics, News Tagged With: data analytics, data insight, David Hargadon, fundraising analytics, fundraising data science, HBG Data Insight, Kenny Tavares, Tara McMullen-King

June 18, 2020 By Helen Brown

Who is doing well now in the UK?

Back in April, I wrote a blog post about companies, individuals, and sectors in the United States that were doing well despite (or in some cases, because of) the coronavirus pandemic. Today I want to offer some research that I’ve done on the same topic, but focused across the Atlantic. For everyone who has prospects in the United Kingdom, this one’s for you.

Just as everywhere, the economy in the United Kingdom right now is on a slanting slide into sure recession. However, that doesn’t mean that every company or sector is in the red along with it. As I go through the individual companies and sectors that are doing well right now, think not only of those who are executives or major shareholders that are in these companies, but the companies themselves and others in that sector that may be prospects. Also consider if they have a corporate foundation with funding priorities that your nonprofit might fit.

Basic goods

Just like here in the States, the major supermarket chains are experiencing solid sales right now: Tesco’s sales are up 12.7% and Sainsbury’s and Waitrose are both up 12.5%. Discount grocery chain Co-op is up 30.8% and sales for mainly-frozen-foods grocer Iceland are up 29%.

In order to get those groceries, many people are relying on the UK’s main delivery service, Ocado, which is reporting sales that are up nearly 33%.

Companies and manufacturers

According to Make UK, the professional organization for the UK’s manufacturing sector, 90% of UK manufacturers have continued to operate fully or partially since March, although around 20% have furloughed or laid off staff.

Which manufacturers specifically are doing well?

Any company manufacturing Perspex (plexi-glass), for example. Every person operating a cash register or sitting at a customer service window has (or will have) a sheet of plastic between themselves and the customer, so those manufacturers are operating on all cylinders.

The same goes for anything medical related, including PPE manufacturers/suppliers (face masks, gowns, visors, aprons, thermometers), medical equipment parts and materials (beyond just respirators to the base materials like plastics and sheet metals), and companies that make household and institutional cleaning supplies, including Reckitt Benckiser, the maker of Dettol, and hand sanitizer manufacturers.

And of course early on in the lockdown just as in the United States, UK television streaming services, games, and other forms of entertainment did (and continue to do) really well, too.

Who does well all the time?

Grocery stores usually operate on fairly thin margins, but people always need groceries so they tend to be fine no matter the economic circumstance. Banks, energy companies (those delivering heating oil and gas, for example), internet and phone companies, and the infrastructures that support them do well, too.

Right now, in addition to ecommerce (like UK-based companies selling must-have items like Argos, B&Q, Curry’s, Screwfix, office suppliers, etc.), shipping (and supporting industries) are also doing well because all of those ordered items have to be delivered.

Which companies and industries are having a moment?

And speaking of delivery, a new-ish form of vehicle is increasingly important, with drones supplying medicines and PPEs in half the time over the Solent to the Isle of Wight and from mainland Scotland to the islands. Look for companies like drone operator Skyports and defense and technology companies like Thales that manufacture these useful technologies.

It’s not just corporations and UHNWIs doing well: Local bike shops can’t keep stock on the shelves – especially bikes under £500, and they can’t keep up with repairs, either. Electric bike sales are up 96%! Britain has re-discovered biking in a big way, and it’s healthy for the bikers and for the bike sellers, from local shops to chains like Halfords.

The UK is a gardener’s paradise, of course, and garden centers which have now reopened are experiencing the same sort of panic-buying (and associated boom in sales) as we Americans had with toilet paper in late March. There’s an 8-week wait for certain plants as sales at some centers have exploded 75%.

Who will be doing well moving forward?

Because of COVID-19, demand is also beginning to rise for contact-free items like touchless faucets, flushers, and dispensers, so watch those manufacturing spaces as well.

Property investors with deep reserves like Great Portland Estates, one of the largest property owners in London’s West End, bought up bargains during and after the Great Recession. They purchased nearly 60% of their current portfolio between 2009 and 2014, and according to an article in the Financial Times (paywall) they plan to do it again.

As in the United States, look for managers and investors in contrarian hedge funds. Some that shorted the market back in January and February have made hundreds of millions of dollars.

Any company with a contract to supply to the government should do well in the next year (or more) as well. Once awarded a contract, a company can expect steady payments from a reliable source. Look for connected companies like Liberty Global, (no relation to Liberty of London) which signed a deal with the UK government to provide on-street charging points for electric vehicles.

Finally, although it would be easy to think that private equity and venture funding would be completely dried up, it’s not always the case. I spent a little time spent in Crunchbase and found that startups and young companies in the UK received $3.9 billion in the period between March 1 and June 1 of this year. A quarter of those companies are outside of London, too, so it’s not all invested in the south. Both the funders and the companies funded are worth a look to see if there are prospects for your nonprofit.

What other companies and sectors do you know of that are doing well in the UK right now? Please share in the comments for all of us to benefit from!

Filed Under: News, Prospect identification, Researching Companies Tagged With: prospect identification, prospect research, UK economy

June 4, 2020 By Helen Brown

Paying it forward

Black Lives Matter. Photo by Fibonacci Blue

I first saw the poem “First They Came” by Pastor Martin Niemöller when I was about 22 years old. It was on a beautifully designed poster hanging on my boss’s office wall. Maybe you know it?

First they came for the Communists
And I did not speak out
Because I was not a Communist
Then they came for the Socialists
And I did not speak out
Because I was not a Socialist
Then they came for the trade unionists
And I did not speak out
Because I was not a trade unionist
Then they came for the Jews
And I did not speak out
Because I was not a Jew
Then they came for me
And there was no one left
To speak out for me.

My boss Michael was gay. We never talked about it but I knew he was because he had a Silence=Death sticker on his car. Back in the Eighties only gay people put those stickers on their cars.

Having an ActUp sticker on your car back then in North Carolina was a dangerous political statement. You could get into serious trouble for it. Followed at night. Pulled from your car. Beat up. Killed.

It may sound unbelievable now, but that’s the way things were then. Michael was kind of a slight, skinny, average-looking guy. He could totally pass for straight. No one ever would have known.

In my heart I thought he had the courage of a lion, because Michael would have gone down in under three minutes if somebody pulled him from his car to beat him up.

I knew that a bunch of Michael’s friends had died of AIDS. I didn’t know it at the time, but I realize now that he must have been frustrated and filled with rage to be so ready to put his body – his life – on the line like that.

His “First They Came” poster was another courageous act of saying – at work – who he was. Or maybe reminding himself daily of who he wanted to be, I don’t know.

I’ve been thinking about Michael’s poster and his Silence=Death sticker a lot these past few days.

This is Gay Pride month, and it wouldn’t be recognized as Pride Month except for courageous gay people like Michael with stickers on their cars. Protesting at die-ins. Fighting back against police brutality at Stonewall. Getting beat up and killed. Marching. Donating to PFLAG and ACT-UP and HRC and GLAD.

And straights who stood up and did all the same things, being allies and advocates. People who had no other skin in the game except that they recognized a wrong and worked to fix it.

Most importantly for me, equal marriage would not have become law in Massachusetts in 2004 without that bloodshed and protest and marching. My 21-year old relationship finally became a legal marriage that year because of them.

Equality is important. Most straight people didn’t realize that before equal marriage was made law, if my spouse or I at any point during those 21 years had been in the hospital, we would have not legally had the right to accompany or visit them or get any news of their status.

It’s things like that that most people take for granted. Everyone who can’t visit their loved one in the hospital with COVID right now is experiencing what gay couples had as their normal everyday experience up until 2004.

Civil rights are important.

Societal change can be peaceful or it can be violent; it depends on how receptive to change those that control the power are. Usually they’re not receptive, so equality happens with a fight, first physical and then legal. You’d have thought we would have learned as a society by now, but apparently we have to go through the horrific motions again and again and again.

And so we’re at it again. A continuing civil rights issue violently coming to a head.

And I’m here to say that there is no defense for killing people or putting their lives in danger because of the color of their skin. Period. People out walking. Jogging. Driving their car. Sleeping in their own home. Bird watching.

Just doing things that white people take for granted being able to do on any given day. Just living.

Nobody walking down the street deserves to die or be harassed or threatened simply for being who they are. It’s really as basic as that.

Silence equals Death.

Martin Luther King, Jr. said, “In the end, we will remember not the words of our enemies, but the silence of our friends.”

I know that you come here to learn more about what I and others have to say about prospect development. And I’ll go back to that (probably) next week, so tune back in then for fundraising-related information if you think I’m being too political today.

What’s happening in our country is significantly, historically important, and we all need to have our black and brown friends’ backs right now. We need to speak up or show up with the courage of this girl to shield people we know or don’t even know.

Please join me in doing whatever you can do to make a difference out loud. Here are some things everyone can do:

  • Use your social media channels to listen to and learn from voices you don’t normally listen to, and then amplify them. Help others have a voice.
  • If you can’t speak up, or if you’re not on social media, or you can’t march, make a donation. Support those who do the front-line work for justice. If your employer matches gifts, put that paperwork through as soon as you can.
  • Educate yourself from experts how to de-couple yourself from intentional, unintentional, or unaware acts of racism.
  • Get involved (here are lots of ways, curated by the Obama Foundation).

We’ve all been stuck in our homes, inactive, for weeks. Now’s your opportunity to make an active difference for positive change.

I’m forever grateful for people who spoke up for me. If someone ever spoke up for you, or if you wish someone had, join me in paying it forward.

Filed Under: News Tagged With: Black Lives Matter, BLM

May 14, 2020 By Helen Brown

Healing Bruises

I color-code the meetings on my calendar so that I can quickly see what’s coming up. Maybe you do, too?

It used to be mostly a combination of yellow (phone/Zoom meeting), blue (in person meeting), green (personal appointment) and purple (birthday/anniversary). Looking at my calendar today, it’s all yellow and purple, like my calendar is bruised.

It is, of course. We’re all bruised right now.

Except…

Yesterday was the sixth (and last) HBG Book Club meeting to discuss the very wonderful book by Hans Rosling called Factfulness. (Seriously, go read this book). My colleague Jayme is going to share her book review of it soon for Apra Connections and for this blog, but don’t wait for that. There are 25 of us in the book club, and every single one of us found this book had specific, useful ways to help us manage the information (and disinformation) that surrounds us.

Not only that, but Rosling, who died in 2017, was gob-smackingly prescient in predicting how this COVID pandemic would go down. That discussion was in the last chapter, so our conversation yesterday was a barn-burner on current events and how Rosling would have reacted to them.

As I watched 20 faces smiling and nodding and looking intense and debating and sharing, I thought about how much this pandemic has already changed things and is going to change them even more.

Take Zoom, for example. Five months ago, millions of people had never used it. Now almost everybody’s a Zoom user. We use it for work, and we use it in our personal lives now instead of static communication methods like email or Facebook so we can actually have the one-on-one conversations (or coffee! or friends “over” for cocktails!) that we’re all starved for now.

It’s amazing to think about how shockingly fast Zoom adoption went from zero to 100mph.

Those millions of new adopters include parents and grandparents and aunts and uncles – folks who are right in the middle of the (our) major-donor demographic. We in fundraising didn’t need to teach them a new technology to reach them; they’re already there, and they’re invested learners using it to talk with people they love.

Looking around the book club Zoom room, I realized that the virtual room wasn’t a substitute for an experience, it was a real thing on its own. People spoke in front of virtual backgrounds that meant something to them, and we were able to learn more about them and enjoy commonalities in discovering their chosen backgrounds. Kids and cats and significant others wandered in and out sometimes, and we took the opportunity to use those moments to actually get to know each other better.

We’ve lost a lot, but we’ve gained some things as well.

We’re going to emerge from this COVID-time very different people, working in very different work situations. What happens to all of those office spaces if we discover we no longer need them? Do they remain empty, or do we use them for something else entirely? What about all of the cars we don’t need if we’re no longer commuting? Do those driverless electric car ride-sharing services become a reality sooner? What will schools and colleges and universities look like?

The full impact on our personal lives and work environments and global climate have yet to be imagined. Six months ago was the era BC (Before COVID, of course). Right now we’re in a sort of no-man’s land. The post-pestilentia AD period may be in another 12-18 months, if all things go well.

We’re living through one of those historic periods like the major events we studied in school. It’s a time that historians a hundred years from now will study in detail and lecture on. It’s both terrifying and exciting. What’s next?

Inaction isn’t an option

How is your research department, your fundraising department, and your nonprofit getting prepared for the AD period?

These are things we’re thinking about here at the Helen Brown Group. Thinking about what the future might look like, and how we will help our clients meet those new challenges. Tools like Zoom and technology like fundraising analytics and machine learning and artificial intelligence will provide many of the exciting opportunities for us to navigate this new world…

…especially if we take advantage of the lessons we’re learning about how to use that technology to bring us closer to each other and help heal our world’s bruises.

Filed Under: News, Strategic planning Tagged With: strategic planning

May 7, 2020 By Helen Brown

New White Paper! Who Is Doing Well Now?

A month ago I wrote an article for this blog called Who’s Doing Well Now? which highlighted several companies and individuals that were doing well financially due to their prescience about the market or because of the goods and services that their company is manufacturing, shipping, or selling during this pandemic.

Since then, a number of other companies and individuals have been added to that list, and I’ve gotten overwhelmed (in a good way!) with articles about philanthropists stepping up right now. It was too much important, good information not to be shared to help our sector.

So we wrote a white paper to pull this information together for you. We hope that it helps you and your nonprofit identify prospects and industries that will help you get through this time.

It may be that the specific individuals and companies you see in this white paper aren’t in your database – but people like them, or industries they represent, might be. You may be in the UK or EU or South America and the company names are all different but use this as a creativity lab for prospecting.

The white paper is here in our Learning Media Library and it’s free. Let us know if you find it useful, and add any articles or resources in the comments that you’ve found to be helpful.

Filed Under: News, Prospect identification Tagged With: prospect research, white papers, who is doing well now

April 23, 2020 By Helen Brown

Donors that are stepping up right now

While it becomes increasingly easy to believe that the nonprofit sector’s glass is half empty at the present moment, the reality is that people want to help nonprofits, and they are stepping up. If you don’t believe it, I thought I’d share some of the many places you can go to get some really good, heartening news.

At the same time that 80 percent of US nonprofits surveyed were telling the BBB Wise Giving Alliance that they expect revenues will be down in 2020, Fidelity Charitable announced that giving from its donor-advised funds was up 36% this March compared to the same time last year.

Fidelity surveyed its donors who had given at least $1,000 during the second half of March. Over half had no plans to decrease their giving this year, and 25% said that they planned to increase their giving.

Including support just for COVID-19 related giving (which was $160.7 million as of yesterday, and up $20m since last Friday), total giving from Fidelity’s DAF donors so far in 2020 is well over $2 billion. This month Fidelity issued a “COVID-19 Relief Challenge” to its donors to give $200m before #GivingTuesdayNOW on May 5. This is clearly having a positive impact on their giving numbers.

If you haven’t yet read the Chronicle of Philanthropy’s April 9th article by Michael Theis titled “Giving From Donor-Advised Funds Surge as Pandemic Spreads” you should get on that now – it’s a barn-burner full of hope and a call to action. From the article:

 Money is not simply flowing out of the funds. Donors are also contributing to their accounts, even though the slide in the stock market and the tumbling economy might have caused some supporters to pause their giving.

Deanna Spaulding, a spokeswoman at Fidelity Charitable, declined to provide figures for incoming gifts, but she added that the number of new fund accounts opened has also grown since the start of the year.”

And it’s not just Fidelity. DAF sponsors large and small all over the country are reporting the same thing.

Giving from funds at Schwab Charitable were up 21% February 14 – March 31 compared with the same period last year. Schwab “asked the Center for Disaster Philanthropy for a list of organizations responding to the pandemic globally and highlighted them on its website. Those organizations saw a nearly 450 percent increase (emphasis mine) in grant dollars from Schwab account holders.”

Over the past few weeks, the new CEO of the Silicon Valley Community Foundation, the place where tech millionaires and billionaires send their philanthropic dollars to DAF, has been calling donors asking them to spend at least 5% of their invested funds now. And she says they’re seeing donors answering the call.

Even smaller DAF sponsors are seeing a huge uptick. ImpactAssets DAF reported to Barrons that by the end of the second quarter of 2020 investments in its fund will exceed $143 million, more than total investments made in the fund for all of last year. Their DAF donors made more than 1,000 grants totaling $11 million from their DAFs last month, two times the number made in a normal March.

If there was ever a moment for DAF donors to allocate those funds they were saving for a crisis, it’s now, and they seem to be stepping up.

Who else is giving right now? Startups.

Earlier this month, Crunchbase reported that a number of startups had accelerated their philanthropic giving due to the pandemic. Their initial article listing 24 startups grew so fast that they abandoned adding to the article and embedded a running spreadsheet of companies, which is now up to 140. Check out the interactive list to see if there’s a company donating in your area.

Also, private and family foundations, companies, and LLCs

Candid reports on their new popup COVID giving/tracking webpage that total coronavirus giving they’ve counted so far stands right now at nearly $8 billion.

Just like the number of coronavirus cases out there, there is likely lots more giving that just hasn’t been counted yet.

Donors are eager to give and, as we pointed out two weeks ago, there are plenty of companies and industries that are doing really well right now. We may have to adapt or throw out some old ways of doing things and adopt new technologies and strategies, but it appears that as the need for funding has risen, so have the numbers of donors who want to be helpful.

FURTHER READING

Charity is off the charts amid the coronavirus. Is that a sign of America’s strength or weakness? By Laurence Darmiento, LA Times, 4/20/2020

Community Funders Balance Priorities in the Face of Overwhelming Needs, by Paul Karon. Inside Philanthropy, 4/22/2020

Special Report: Covid-19 and the Charitable Sector. Give.org BBB Wise Giving Alliance

Want to see some fascinating stats on email solicitations right now? NextAfter has created a web page chock-full of real-time analysis of 90 nonprofits with lovely charts and graphs showing

  • The types of verticals in the analysis
  • Median monthly visitors for each vertical (the top nonprofit type has 4x the visitors of #2)
  • How has the average number of gifts changed Jan-April this year vs last?
  • How has avg. revenue been affected in recent months? (Spoiler: it mostly hasn’t)
  • How has each vertical changed their volume of messaging in recent months? (these numbers were really interesting).

Filed Under: News, Non-profit trends Tagged With: COVID19, DAFs, Donor advised funds, philanthropy, prospect research

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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.

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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).