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September 10, 2020 By Helen Brown

Philanthropy is a broken puzzle. And we have to fix it.

It’s a useful exercise to think about our society as a puzzle where governments, and government-run operations, and businesses, and civic life, and religious organizations, and educational institutions and hospitals and charities and NGOs each, interdependently, make the picture of society whole.

We’re so busy trundling through each of our own parts, though, that we take the others…well, maybe not entirely for granted, but as if they’re permanent fixtures. I know that I’ve always assumed that things like restaurants and cute little shops and, you know, the post office would just always be there.

Now that COVID-19 has darkened our lives in uniquely individual ways like the fires have turned West Coast sunshine to midday night, it becomes harder for us to see each of those puzzle pieces that are farther afield. All of the everything going on in our own world obscures the picture on the box that reminds us what the integrity of the whole looks like.

We’re cut off, and it’s making us focus on our own piece and less on the whole.

As a fundraising intelligence professional, my work-life has been focused on identifying and bringing to life current and potential donors in a way that faithfully and ethically tells their story and motivates a fundraiser to begin (or continue) a relationship with that donor.

I’ve always deeply believed in the power of philanthropy and the good it does on both ends – making the world a better place and giving donors the opportunity to feel how amazing it is to do that.

And I still believe that, but if you read my article from a few weeks ago, you’ll remember that lately I’ve been concerned that prospect development has had a role to play in missing out on the next generation of donors. Not entirely, of course, and I know that our profession (and our company) is doing our part to help organizations find mid-level and future major donors quietly putting up their hands.

But still. I’m working harder than usual lately on trying to see beyond my piece.

And now that I’ve pulled the focus out a bit, I realize that there’s an even bigger picture which I’ve struggled against for over a year and tried to ignore because it’s too difficult to think about.

I know the nonprofit sector is by no means perfect. It’s hard to attract the level of talent and experience for jobs that for-profits can because nonprofit salaries are lower. Small nonprofits don’t have the bandwidth to compete with larger ones for much-needed funding. Large nonprofits are bureaucratic behemoths that have lost the ability to be nimble.

But large or small, every single nonprofit has to sing and dance for their supper. Every. single. day.

Every single day nonprofits are called on to Show Their Impact.

Be Donor-Centered.

Meet State Laws. Federal Laws. International Laws.

Every day they have to jump through ridiculous hoops to gain institutional funding that, in the end, may not even cover the cost of gaining, tracking and reporting the donation.

As a sector, we’re working really hard – really hard – with fewer people because of furloughing and permanent separations, to secure the next gift just to survive right now. And there’s just so much wealth out there.

It’s exhausting. It’s not just. And it’s not tenable.

In our time of greatest need, Chuck Collins, director of the Program on Inequality at the Institute for Policy Studies asks in his opinion piece for The Guardian, “Why aren’t the rich giving more?” Many of the philanthropists that fund nonprofits are richer than ever before – some are richer because of the pandemic. He reminds us that the wealth of members of The Giving Pledge has nearly doubled since February.

Collins writes:

 Many have stepped up to give during the pandemic. But their giving is not keeping pace with their exploding wealth.

This leads to the second problem: in all likelihood, most of what they give away won’t go to on-the-ground charities, but to private family foundations often controlled by wealthy heirs and their advisers. Instead of supporting charities on the frontlines of problem solving, these billions end up sitting in tax-advantaged intermediaries.”

The Chronicle of Philanthropy has just started a 5-part series specifically to discuss what’s next for the philanthropy sector, and I highly recommend it. I’ve long admired the work of Lucy Bernholz, director of the Digital Civil Society Lab at Stanford University’s Center on Philanthropy and Civil Society, and her article (part 3 of the series) is a barn-burner. In “Let’s Dismantle Toxic Tax Policies That Feed Big Philanthropy” Bernholz writes:

 In the United States today, a toxic tax code permeates our soil and prevents us from growing into a more equitable society. Our current tax laws starve our schools, hospitals, transit, and elder-care systems. They allow individuals to become trillionaires and corporations to pay nothing. They enable the amassing of philanthropic fortunes so large that people turn to them when government efforts fail.

For decades, these policies have concentrated financial benefits on the white ruling class while extracting wealth from low-income Black and brown people. The pandemic is the “big reveal” of the truly shared nature of these systemic inequities.”

As someone who deeply cares about our sector and who is steeped every day in understanding wealth, it’s been increasingly difficult for me during these past 6 months not to get angry and frustrated while learning about any non- (or weakly-)philanthropic individual’s increasing billions – knowing that it would require almost no sacrifice for them to significantly create lasting change for the world. Or even one piece of it. Especially when so many others are doing so much.

Nonprofits shouldn’t have to sing for their suppers. They should be funded to fill the gaps in society, and there should be fewer gaps to fill every year as we work toward a healthy republic, not more and more.

Our professional association boards and leading practitioners should take seriously what the philanthropy scholars, experts, and writers are saying now; consider the many solutions they’re offering; and join with members of congress who care about fixing this broken system. This sector is vital to making our society one that makes sure everyone – not just the wealthy – thrive. We’ve got to make it work.

Filed Under: Non-profit trends Tagged With: Anand Giridharadas, Chronicle of Philanthropy, Chuck Collins, Lucy Bernholz, Phil Buchanan

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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).