Researching Individuals Archives - Page 10 of 10

June 18, 2015 By Helen Brown

What you need to know about family offices

According to INSEAD’s Singapore campus Executive Director Michael Prahl, the number of family offices in Asia and the Middle East will double over the next 8 years. As supersonic as that growth is, the sheer number of family offices in Europe (1,000) and the United States (3,000) are massive compared to their cousins in Asia (estimated to be at about 200).

With an estimated $4 trillion managed in family offices globally, we ignore to our disadvantage the impact and influence these investment and philanthropic powerhouses will have for the fundraising and social impact sectors.

To learn more about this, I interviewed HBG’s in-house experts on family offices, Kenny Tavares and Elizabeth Roma, to explain what it is about family offices that make them so important, and what resources are available to tap into.

[powerpress]

January 15, 2015 By Helen Brown

Researching company insiders

We may think of companies as nameless, faceless conglomerates, but the fact is that each one is run by a group of people known as company insiders. They are individuals whose responsibility it is to provide direction, advice, and the scary responsibility of strong-willed fiduciary duty if the company’s blue chips suddenly turn red.

These leaders may be called directors, trustees, or board members; the terms are used fairly interchangeably. [Read more…]

December 11, 2014 By Helen Brown

Capacity Ratings, 747s, and Volvos

Mark Noll, AVP of Research and Development Services at the University of Rhode Island started a conversation earlier this week in an article titled “Why Capacity Ratings are Bunk and What You Can Do About It.” In the post, Noll discusses the difficulties of assigning an accurate capacity rating to prospects. There’s just too much we prospect researchers – and frontline fundraisers – will never know about the totality of someone’s assets and their liabilities. Noll provides a solid lesson on what actually goes into a capacity rating. And what is logically missing. [Read more…]

April 17, 2014 By Helen Brown

6 Reasons Why Real Estate Matters to the Savvy Prospect Researcher

Driveway of Traditional Craftsman House Every so often, the topic of “Should we or shouldn’t we include real estate as one of the factors we use to determine a prospective donor’s gift capacity” comes up in the prospect research community.

Some folks have this logic: “Well, 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.”

Which is absolutely true. (<stage whisper>: I won’t mention “planned gift” at this point, okay?)

[Read more…]

March 26, 2013 By Helen Brown

Prospect Research for Fundraisers – the Book!

Book Look at what arrived by special delivery today!

It’s an advance copy, meaning that for all of you who pre-ordered (and thank you for that, by the way!), yours will be arriving very soon.

If you haven’t already ordered it, now’s the time to get your very own copy hot off the presses! Just click that little book cover over there on the right to buy it at a discount (!). It will be on your doorstep in no time. This book has got everything anyone working in fundraising needs to know about prospect research. You’re going to love it.

Thank you to everyone who was involved: those who agreed to be interviewed, who were the subjects of case studies, who provided quotes and who read (and re-read!) drafts and offered sage advice and suggestions. And the biggest thank you to my co-author, the awesome Jen Filla.

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