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February 16, 2017 By Helen Brown 1 Comment

The rush of the rush

There’s nothing quite like that feeling when your favorite frontline fundraiser calls you to say, “I got a meeting with the president and the prospective donor you identified!…” Boom!!

…or the feeling when they finish the sentence with “…and it’s TOMORROW!” Uh, boom.

You can just feel that rolling wave of adrenaline right now, can’t you? It’s awesome and terrifying at the same time. How on earth are you ever going to get them the information they need in time? [Read more…]

Filed Under: Campaign Success, Career development, Research Department Success, Strategic planning Tagged With: meeting deadlines, prospect research, tips and tricks

January 26, 2017 By Helen Brown Leave a Comment

The Cavalry

As Americans, we’re acculturated to believe – deep down in our cell structure – that no matter how dire the situation, the cavalry will always come at the last minute to save the day.

The cavalry can be a heroine, a hero, a bunch of dusty dudes on horses, or a squad of geeky introverts, but you only have to look at every movie ever made in Hollywood to know that when help is needed, it will come. [Read more…]

Filed Under: Campaign Success, Career development, International prospect research, News, Non-profit trends, Strategic planning Tagged With: APRA, Chris Carnie, Ian MacQuillin, Institute of Fundraising, Researchers in Fundraising, RIF

December 15, 2016 By Helen Brown Leave a Comment

11 ways you can be ready for 2017

As hard as it is to believe, 2017 will be here in two weeks and three days, folks. There will be much you won’t have any control over in the year ahead, but there are lots of things you can do to help yourself, and your organization, be prepared for the challenges of 2017.

Protect Yourself Online

If you haven’t already, let this be the year that you finally subscribe to a password-generating software program. PC Magazine has compiled their list and side-by-side comparison of the Best Password Managers of 2017. They’re not expensive. Just do it. Also, check that your virus protection and anti-spyware software are auto-running. If you don’t have those two things, buy them. [Read more…]

Filed Under: Career development, Research Department Success, Strategic planning

October 6, 2016 By Helen Brown Leave a Comment

Time Management in Practice

This week we welcome HBG Senior Researcher and Efficiency Lead Kenny Tavares. Since he took on the new role of Efficiency Tsar this summer, Kenny has identified some off-the shelf tools and has also created some beauties on his own (yay macros!) to solve some long-simmering inefficiencies in our work. Getting from A to B can become much quicker when you take the time to sit back, identify the inefficiencies, and dream up the ideal solutions. In this week’s blog post, Kenny shares what he’s been learning about managing time. ~Helen

prague-clock

“Be More Productive,” “100 Time Management Tips” and “Increase Your Productivity” are some likely headlines you’ve seen in your LinkedIn or Twitter feeds. It seems there are an unending number of tips and tricks for improving your efficiency at work. However, for many of us, the idea of embracing even a few new ideas – never mind 20, 50 or 100 ideas – can seem like a daunting task. Some of these recommendations have been passed along so many times it’s hard to know where they came from or if they even make sense in the modern workplace. Do the authors of these articles even use these tips themselves? Reading all these lists can seem antithetical to being productive. [Read more…]

Filed Under: Career development, Effective searching, Non-profit trends, Strategic planning Tagged With: efficiency tools, Kenny Tavares, Pomodoro Technique, productivity, prospect research, toggl

February 11, 2016 By Helen Brown 2 Comments

You are my Valentine

stop in the name of loveI’m going to let you in on a sweet little secret that only insiders at HBG know. (wait for it)

You probably already know that everyone who works at HBG is a full-time employee, but except for a core group of us who come into HQ every day, most of us work virtually. We have satellite offices in Montana, Louisiana, Iowa, New York, Maryland, Tennessee, South Carolina and Massachusetts.

Unless we’re flat-out-crazy-busy or traveling, every other week we have a staff meeting, even though we’re far apart. It used to be a boring conference call, but now we use a service that allows us to see each others’ faces as we chat, à la Brady Bunch. [Read more…]

Filed Under: Career development, Non-profit trends, Research Department Success, Strategic planning Tagged With: client appreciation, prospect research, Valentine's Day

January 28, 2016 By Helen Brown 1 Comment

Cracking the 2% nut

Is there a link between income inequality and philanthropic giving stagnation?

Chris Carnie, chair of the UK prospect research firm, Factary, thinks there might be. In his recent blog post, Chris writes about middle donors, the lifeblood of every nonprofit:

Carnie pull-out quote 160128It’s an interesting point.

Over here in the United States, the middle class is shrinking to its smallest cohort since 1971. According to the Pew Research Center, that statistic actually carries a small amount of good news in that there has been a greater shift of families moving up economically than down. The down side is that there is less wealth to go around for the 80% left in the middle, lower-middle, and lowest income tiers.

And just like the UK, charitable giving in the United States is also static; here it’s been around 2% of gross domestic product since record-counting began in the 1970s. Is that stagnation related solely to economic factors? Or is there more?

In an opinion piece on the Chronicle of Philanthropy (CoP) website this week, Kevin Murphy, immediate past chair of the board of directors of the Council on Foundations suggests that the problem with stagnation of giving in our sector is simply not reaching high enough. He argues that the philanthropic sector needs to band together in support of a common goal:

“Instead of focusing on narrow tax incentives, it’s time for charities and foundations to set national goals for increasing the amount that Americans give to nonprofit organizations.

For as long as records have been kept, charitable giving has remained stuck at about 2 percent of the gross domestic product. There may be a lot of reasons that we’ve never grown that number, but one surely is that we’ve never set a bigger national goal.

As we open a year of presidential elections — and much deliberation about the state of the country — it’s the right time for nonprofits to decide we will work together to increase charitable giving to at least 3 percent of our gross domestic product in the next three years.”

But who would fund and organize (and run?) that amorphous campaign? And would it work?

History shows that the answer is no.

Suzanne Perry in the CoP article “The Stubborn 2% Giving Rate” writes:

“[E]ven in the best of times, organized efforts to get people to give more have sputtered.

Independent Sector, a coalition of charities and foundations, led a sustained campaign in the late 1980s and early 1990s to get everyone to increase their donations. Known as Give Five, it placed magazine, radio, and television ads urging Americans to donate 5 percent of their gross incomes to charity—up from the average of about 2 percent that its surveys showed individuals were giving then.

The effort attracted millions of dollars in foundation money and spawned dozens of local efforts around the country. The Advertising Council adopted the campaign, soliciting free services from ad agencies. It had a logo (a circle with a small 5-percent wedge highlighted) and slogans like “Give Five: What You Get Back Is Immeasurable.”

But it didn’t work.

“There were a few blips where it went up a little bit, but there was never any real measurable, strong increase,” says John Thomas, who was vice president for communications at Independent Sector at the time. One problem, he suspects: Giving is a “very personal thing,” and some people didn’t like being told how much they should give.”

So what’s the answer?

Jay Love, CEO of Bloomerang and chair of the AFP Ethics Committee argues that there are five pragmatic, fixable factors blocking the growth of charitable giving.

  • Hesitancy to invest in infrastructure
  • Blind adherence to legacy fundraising tactics
  • Lack of proper testing of fundraising methods
  • Lack of proper training
  • Poor donor retention

On that last point, Love says:

“[A]s long as the average nonprofit organization has an overall donor retention rate below 50%, the 2% of GDP barrier will not budge.

Just think what an overall rise in the donor retention rate of merely 10-15% would do for overall dollars raised, if all other factors remained constant. We could see the dollars raised percentage of the GDP growing to 3 or 4% over time!”

Naturally, I think prospect development has a large part to play.

There are more than 1.6 million nonprofit organizations in the US and the sector has been growing exponentially (according to the Urban Institute, the number of nonprofits in the United States grew 25 percent between 2001 and 2011).

With all of that growth, there are fewer than 5,000 prospect development professionals in our industry.  (I’m counting APRA, AASP and RiF’s membership numbers and guesstimating the number of professionals who aren’t current members). Even if you take away half of the 1.6m number to accommodate for associations and grant-giving organizations, that’s one prospect development professional for every 160 nonprofits.

No wonder we can’t get any traction!

When you consider the huge impact that prospect development has brought to organizations that have invested in it, Jay Love’s arguments 1 through 4 clearly apply. Prospect development is only one piece of the professional fundraising toolkit, but it’s as important as every other necessary cog in the machine.

In fact, I believe that it’s one of the critical pieces that will help the nonprofit industry move forward, because we can help answer those pragmatic needs.

Reading these articles and opinions, it’s clear there are multiple reasons why we’re losing ground on middle donors. But to paraphrase Chris Carnie, there is an increasing number of wealthy people out there, and a lot more people in the world who need their help.

We need to borrow fundraising tactics, like prospect development, from others that are working, be courageous, and forge new paths for others to follow. Maybe if we do, 2016 will be the year we crack the 2% nut.

Filed Under: Campaign Success, Non-profit trends, Strategic planning Tagged With: Chris Carnie, Chronicle of Philanthropy, Jay Love, Kevin Murphy, Pew Research Center, Suzanne Perry

January 14, 2016 By Helen Brown 3 Comments

How the IoT will impact nonprofits

Internet_of_ThingsIf you haven’t heard the phrase “the Internet of Things,” you’re not alone: according to a study by Accenture, most Americans (87%) are unfamiliar with it. But most of us use IoT-enabled devices every day. It’s an increasingly hot topic, and its implications already have major impact on all of our lives, even in nonprofits, even in fundraising and research. [Read more…]

Filed Under: News, Non-profit trends, Strategic planning Tagged With: Bernard Marr, graphene, Internet of Things, IoT, John Greenough, Jonathan Camhi

November 12, 2015 By Helen Brown 2 Comments

If money were no object

On vacation this summer a friend asked me this Changed priorities ahead EDITquestion: What would you do if money were no object?

Take a second and think about that for yourself.

What was your first instinct? To travel the world? Buy several new somethings? Become a philanthropist? Solve a world problem?

What if we could change up the question, and apply it to our profession?

What tool or app or resource would you map out or build for a better future for our industry if money were no object? Big or small, incremental or game-changing; how would this investment take our profession to the next level? [Read more…]

Filed Under: Non-profit trends, Strategic planning

September 10, 2015 By Helen Brown Leave a Comment

Creating calm within the storm

This week I’m delighted to feature HBG Senior Researcher Jennifer Turner as guest blogger. I’ve always admired Jen’s ability to be organized and calm in the midst of a flurry of activity. Here she shares some of the secrets she’s discovered…

Traffic calming

Ping! Another email. Pong! An instant message from a coworker asking for advice on evaluating hedge fund compensation. Bzzz. The sound of a new text message. Your 2:00 meeting is running behind and you’ll be late for your 3:30 meeting. [Read more…]

Filed Under: Career development, Strategic planning Tagged With: creating calm, Harrison Price, managing information overload, Tony Crabbe

August 6, 2015 By Helen Brown Leave a Comment

Shaping Change

Stephen Hawking quoteAt the APRA Prospect Development Conference in New Orleans last month, the three TEDx-style APRA Talks concentrated on change. Two things struck me as common themes:

No matter how much you plan for it, change happens as a slow drip and a sideswipe – sometimes simultaneously.
No matter how much you plan, the future reality is always going to be different from your plan.

As a consultant, I work with clients every day who are dealing with change. Some of the change is welcome, like when we’re hired to do a training. Or when we provide an extra pair of hands to help with a big screening project, or to just be there for the duration of a campaign.

Sometimes, though, it becomes evident that the change I’m bringing was imposed on the people I’ve been called in to work with. Maybe that’s happened to you? You were stuck working with a consultant or vendor you hadn’t asked for. [Read more…]

Filed Under: Campaign Success, Career development, Research Department Success, Strategic planning Tagged With: career growth, change management, making the best of a bad situation, managing change, prospect research

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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).

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