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!

 

 

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

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 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.

Dumich Sun handout – Portfolio Strengths Project

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

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:

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:

• Factary GDPR resource page
• More Partnership resource page
• Information Commissioners Office
• Institute of Fundraising guides