Our perspective on industries, companies, and individuals doing well now and those poised to be profitable post-COVID crisis.
20/20 Strategic Vision
HBG’s Elizabeth Roma and Rachel Dakarian presented 20/20: Strategic Vision for Today’s Philanthropic Realities at the 2016 Apra Prospect Development Conference in Nashville, TN.
Let’s Co-op erate!
Information on NYC co-op apartments and how to research them.
In this Slideshare presented by Helen Brown and based on a blog post by HBG Researcher Kelly Labrecque, you will learn all about New York co-operative apartments, from what they are to how to research their value.
HBG’s 10 Best Omnibus 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.
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.
Click to view one slide per page
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.
Click here to view the PDF slide show
New Masters of Wealth: Engaging Wealth Managers in Your Fundraising Efforts, Part 1
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
New Masters of Wealth: Engaging Wealth Managers in Your Fundraising Efforts, Part 2
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!