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April 25, 2019 By Helen Brown

Alert and Prepared

Not long ago, a client confided to me that she was worried that her major gifts team was missing information about their top prospects. She fretted about a recent instance where information had come to light – six months too late – about a dear donor/volunteer that had sold their company to another for a significant amount of money.

Which, from a fundraising standpoint, we all know isn’t great. You’d rather know about these things in real time, or at the very least within the month.

What was worse was that the client felt like they’d missed the opportunity to celebrate with the donor. Selling their company was an event that the donor had mentioned with delight and anticipation – a new chapter was opening in their life. My client felt like the fundraising team had unwittingly blown it. Congratulating the donor half a year later felt lame and tainted with opportunism, which wasn’t the message they wanted to give. [Read more…]

Filed Under: Effective searching, Prospect Development 101, Researching Individuals, Social Media Tagged With: alerts, effective searching, iWave, Lexis Nexis, mention, prospect research, search tips

August 2, 2018 By Helen Brown

Primary Sources

Much of the time we rely on information aggregators like Lexis Nexis or terrific lookup sources through wealth screening companies, but sometimes they misinterpret, or don’t include information from primary sources. So in this week’s article, HBG team member Angie Herrington shares some great advice to help you strategize where to find prospect information directly from primary sources. The added bonus is that many of them are free. ~Helen

“Card Catalog Sculpture” photo by Sage Ross https://bit.ly/2NLZtPl

In college, I majored in history and was required to take a class on methodology. Holding our blank index cards, our class walked to the university’s library, met with the reference librarian, and then were set free to browse… the card catalog drawers. We were there to learn about historical evidence – primary and secondary sources. [Read more…]

Filed Under: Effective searching, Prospect Development 101 Tagged With: primary sources, prospect research

April 19, 2018 By Helen Brown

Back-of-the-napkin privately-held company value calculator

Coming up with the value of a privately-held company is one of the hardest balancing acts that prospect researchers do. No matter how hard we try, we will get it wrong around 100 per cent of the time. The only consolation is that it’s very likely that not even the owner of the privately-held company has any idea what their own company is really worth. The value is simply what someone else is willing to pay on any given day.

The Small Business & Entrepreneurship Council reports that the vast majority of companies in the United States – 99.7% of employers – are privately-held small businesses, and firms with less than 20 workers made up 89.4 percent of businesses in America.

That’s a lot of businesses that aren’t publicly-held, but when I talk with researchers about things that are hard to do, there are few who don’t express doubt in their ability to read and interpret SEC forms. Understanding them is important, but it’s not what a researcher is going to spend 99.7 percent of their time doing, and – to my mind – valuing privately-held companies is harder by about the same percentage.

Of special note is the fact that, according to a U.S. Small Business Administration report, women own 36% of all businesses and 20% of employer businesses. That figure continues to grow as entrepreneurial women, eager to sidestep short-runged corporate ladders, continue the trend of building opportunities for themselves. As these successful women become a larger part of our frontline fundraisers’ portfolios, understanding how to value their companies (and understand their philanthropic priorities) becomes increasingly important for us, too.

So, how do we value privately-held companies?

Normally when we want to value a privately-held company, we do one of a few things:

  1. We get lucky and find that an intrepid business reporter has valued it for us.
  1. We get lucky and learn that the owner has revealed the information themselves, either on their company website, or in a published interview, or in conversation with a fundraiser.
  1. We get lucky and see that Dun & Bradstreet has estimated a value for the company in its Business Information Report. (NB: this is a red herring. D&B estimates are to be trusted as much as an unsupervised Labrador with a coffee table full of appetizers.)

When none of those pans out, we start doing the hard work of estimating a privately-held company…

  1. We look for a comparable company or “comp,” which means that we try to find a publicly-held company that is in the same line of business with the same number of employees in the same geographical area with roughly the same sales. We then look at the publicly-held company’s market value, and…there you go. (Except there you don’t go, because finding apples-to-apples comps are as common as finding a lost Picasso print in someone’s attic. It happens, but not often.)
  1. We go through a highly scientific process to estimate value using betas, estimating revenue, expenses, etc. to come up with a value. To assist you in this venture if you dare, here is a 170-slide masterclass from NYU professor Aswath Damodaran walking you through four valuation examples. (It’s useful to know this, and I do highly recommend further education on how businesses work, and balance sheets, and P & L statements because you should know this, but we’re prospect researchers, not Goldman Sachs executives working out an IPO and we’re usually on a deadline.)

SO:

  1. Here’s my small business, private company, back-of-the-napkin estimating tactic to use if you don’t know the company’s sales. (If you do know its sales, stop now and go to the end of this article).

This technique won’t work for every company (the sole-practitioner attorney or the self-investing money manager, for example). But I think it’s a quick conservative baseline to use for companies with ~5-25 employees because we’re going to focus on how much a small company with employees has to generate annually in order to simply pay their bills. If they’re running a demonstrably successful company, then you can be sure they’ve got at least that much (and probably more besides). How much more you  want to add into the calculation based on your – and your frontline fundraiser’s knowledge – is then up to you.

First, you calculate Payroll

How many employees are there? Check the company’s website, or D&B (caveat: see above), or LinkedIn, or the company’s Facebook page.

What’s the average salary for people in that profession? Check salary websites or job descriptions on search & recruitment sites for ranges.

Now, take the employee number times the average salary = S

Multiply S times .3 to calculate benefits = B (benefits cost ± an additional third of an employee’s salary)

If this is a profession that frequently rewards employees with extras like bonuses or commission, multiply that average amount per employee to calculate Extras = E.

Add S + B + E = Payroll

Second, look at annual Costs

Ignoring things that a business owner would only have to buy once (like computers, desks and chairs, etc.) what does it cost to do what this profession does annually?

  • Insurance?
  • Rent/Mortgage payment/Upkeep?
  • Travel/Fuel?
  • Software fees? (Lexis? Bloomberg? Salesforce?)
  • Phone/internet?

Add these together to estimate Cost = C of doing business.

Add Payroll + Cost to calculate Total Expenses

This figure is what the owner has to come up with every year simply to stay afloat, so you know the company’s sales are at least its Total Expenses. (And so, to circle back to my comment earlier, if you know the sales figure, you can simply use that as a baseline to spitball the value of the company.)

Voilà, a back of the napkin company value.

Caveat caveat blah blah caveat

This isn’t perfect, I know that. But there are a lot of things we’re never going to know, like a privately-held company’s sales, its debts, and if the owner is offshoring profits.

But if we have a pile of profiles to work on and need to come up with a baseline estimation, I offer this rough estimate as a good place to start.

I’d love to hear if you have other off-the-cuff valuations that you use!

Filed Under: Prospect Development 101, Researching Companies Tagged With: private company valuation

April 5, 2018 By Helen Brown

Ski resort real estate

It may be the end of ski season for another year, but we’re always trying to figure out what factors impact the value of real estate in those wealthy areas. This week, Colorado-based HBG Researcher Josh Ostroski shares his insider information on three things he knows really well: skiing, real estate, and prospect research! ~Helen

Josh and his daughter hit the slopes

I grew up in a skiing family in New England and it has been a passion of mine since I can remember. One day a colleague at HBG was researching someone that had a house in Lake Tahoe which had a market value drastically lower than what they paid for it. My colleague asked what some of the factors could be that might cause this, outside the obvious decline due to the housing crisis that hit California especially badly. The more we discussed it, the more it became obvious that there were more things at play in these specialized locations than elsewhere. I decided to look more deeply into the factors that impact housing costs in resort towns, and I thought you might be interested to know what I found. [Read more…]

Filed Under: News, Prospect Development 101, Researching Individuals Tagged With: Josh Ostroski, real estate, ski resorts

March 29, 2018 By Helen Brown

Philaepángelma

As #ResearchPride Month comes to a close I wanted to say thank you to everyone – practitioners and our kind vendor colleagues alike – who participated with loads of tweets, podcasts, blog posts, articles, and even re-posting oldies-but-goodies from years past. It’s been another great month of sharing.

One of the main themes that I noticed this year was the outpouring of gratitude for the way our profession is generously collaborative, and I think that’s something we shouldn’t take for granted. [Read more…]

Filed Under: Career development, Non-profit trends, Prospect Development 101 Tagged With: #ResearchPride

March 15, 2018 By Helen Brown

Justification

I had a nice email back-and-forth with a colleague the other day discussing a new trend she was seeing in the field. As the conversation wound down to a close, I wrote that I looked forward to seeing her at the Apra International conference (Pittsburgh! August 8-11!). She came back for one last reply, saying that after nearly 20 years of going, the vice president of fundraising was asking her for justification of the expense. [Read more…]

Filed Under: Campaign Success, Career development, Non-profit trends, Prospect Development 101, Research Department Success Tagged With: continuing education, fundraising intelligence, MarketSmart, Melissa S. Brown, professional education, prospect reserach

December 14, 2017 By Helen Brown

Rock Solid

This past year has been enough to make anybody’s head spin. What would have been the normal amount of news in one of 52 average pre-2017 weeks has been crammed into 341 news cycles of increasingly elevated astonishment. Nearly every day feels to me like watching a piranha feeding frenzy in the Amazon.

Will we end up losing our capacity to relax? Or to believe that we aren’t just missing something in our newsfeed if we don’t immediately see evidence that something shocking has happened overnight? [Read more…]

Filed Under: Career development, Fundraising Ethics, Prospect Development 101 Tagged With: #ResearchPride, APRA, fundraising ethics, fundraising intelligence, NEDRA, prospect research, research ethics

October 26, 2017 By Helen Brown

The allure of finding the obscure

Several years ago, a researcher I’ll call Chris spent a good two hours tracking down a retired donor’s email address. The request was from a fundraiser who really wanted to contact the donor to say thank you for an unexpected and generous gift.

It took a long while, but Chris finally found the email address through sheer doggedness and determination, and Chris was pretty proud. [Read more…]

Filed Under: Fundraising Ethics, Prospect Development 101, Research Department Success Tagged With: ethics, prospect research

October 19, 2017 By Helen Brown

Don’t make the real estate mistake

          “home yellow” Photo by nikcname (Own work) [CC BY-SA 4.0], via Flickr

Should we – or shouldn’t we – include real estate as one of the factors we use to determine a prospective donor’s gift capacity? It’s a conversation we had just this week in our HBG group chat room.

Everyone commiserated with one HBGer’s lament that some development offices don’t include primary residence – or even any real estate – in their capacity ratings.

And I’ve heard people say on multiple occasions, “Our prospective major donor is never going to give us their house (or sell their house and give us the money), therefore we shouldn’t include it in our ratings.”

Which is true. The donor is probably never going to give your nonprofit the deed to the house they’re currently living in. (<stage whisper>: I won’t mention “planned gift” at this point, okay?)

THE THING IS…

They are also never going to give you their salary (unless they’re Chris Long), sell their yacht, their plane share, or their horses to make a donation, either. They won’t liquidate their art collection, grandma’s diamonds, or that vintage Chanel worn to last week’s benefit. The privately-held company they own will remain unsold. Likewise the stock options that don’t convert for another 5 years.

If the argument is that they’re not going to sell their house, then we should disqualify those other assets, too, right? Because they are never going to give them to you, either.

You can’t pick and choose.

If you randomly take one non-liquid asset off the table, you should take all of them. And you’d never do that, right? It would be illogical.

Figuring out someone’s gift capacity is hard enough to begin with. Purposefully handicapping yourself makes absolutely no sense to me.

I UNDERSTAND

Real estate certainly isn’t the be-all-end-all, but like all of those other assets I mentioned, if nothing else, it’s an indicator of wealth. But I think there’s much more to real estate – even primary real estate – that should be considered.

To start with, it’s solid information. We’re already operating in a realm where anything concrete is in short enough supply. So why ignore a valuable, real, solid, asset?

Also:

Real estate is a green flag. When I’m trying to find new prospects in a sea of regular donors I may skip over someone who lives in a $850,000 home in San Francisco, but I’m definitely not going to ignore a donor who has a $850,000 condo in Aspen. I’m now going to search to find a separate primary residence.

Real estate is a red flag. I was once asked to research someone who had approached an organization out of the blue offering to make a multi-million-dollar gift. What I discovered – by just looking into the prospect’s primary residence – was the first red flag that probably saved the nonprofit from months of wasted time – or worse.

Further:

100% of the world’s high net worth individuals (HNWI) own real estate. And for the more privacy-aware among them, real estate is sometimes the only hard asset we can find for them. Knowing what kind of real estate they own gives you clues into the type of personality they are, how they may want to be cultivated, and what philanthropic investments may interest them. For example:

The billionaire who owns a 20-bedroom party house on Miami Beach is very different from the billionaire living in a three-bedroom ranch in Omaha. Their real estate choices can give you clues to their lifestyle and engagement preferences. One may be a better prospect for naming opportunities with big splashy events. The other may prefer funding boots-on-the-ground clinics for vaccine delivery and student scholarships.

In addition:

We can use real estate for estimates. According to the Capgemini World Wealth Report, real estate accounted for 17% on average of a HNWI’s total assets globally last year. (In the US, it’s 11% of total assets; in Europe it’s 18%). So if all you can find is someone’s real estate holdings, you can still come up with a decent guesstimate of their total assets using that one ratio if they’re in the HNW classification.

And finally:

Real estate is critical to planned giving. There, I’ve said it, and this is really important.

Let’s say you work at a small college and you’ve got childless husband-and-wife alumni couple with a ski resort condo, a vacation home at Los Sueños in Costa Rica and a primary residence in Boston’s Back Bay. They’re consistent donors and lifelong volunteers to the college. There’s no question that the planned giving officer needs to know about them.

And in this case, it’s not only the real estate that’s interesting, but also what it tells us about these special people. Here is an active, outdoorsy couple who possibly enjoy golf, tennis and skiing. A pair that enjoys regular seasonal travel, but whose lifestyle may require extra cultivation time because they are probably not in town very often. What decisions do you need to make about how to engage them?

Look at all the information that just knowing about real estate gives us!

ONE LAST THING

In case you’re wondering, here at HBG we do include primary residence in our total visible wealth calculations on profiles.

We believe it’s a real asset. I think you should, too.

 

Filed Under: Campaign Success, Effective searching, Prospect Development 101, Ratings, Researching Individuals Tagged With: prospect research, real estate

October 12, 2017 By Helen Brown

Broadening your alert horizon

By Lizard Fine Art (Own work) [CC BY-SA 4.0 (https://creativecommons.org/licenses/by-sa/4.0)], via Wikimedia Commons

There’s such a great sense of accomplishment that comes with finishing a prospect research profile. You can dot the i’s, cross the t’s, hit ‘save’ and move onto the next assignment.

But if you think about it, that moment is really the starting line. What happens after that?

Well, an opportunity for us to have a conversation with the front line fundraiser assigned to that prospective donor, to begin with.

  • Did the profile answer all of your questions?
  • Is there any further work to be done?
  • What questions remain unanswered in the work that the fundraiser can discover on their next visit?

And most importantly, this signals the beginning – or deepening – of the relationship between your organization and the donor. The gift. Stewardship. Continuing engagement. [Read more…]

Filed Under: Effective searching, Prospect Development 101, Researching Companies, Researching Individuals Tagged With: alerts, effective searching, Google Trends, iWave, Lexis Nexis, mention, prospect research, Relationship Science, RelSci, Twitter

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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).