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.
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.
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.
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