Helen Brown Group

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Giving Collaboratives – a podcast

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.

Angie Stapleton

Elizabeth Roma

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 (ARC). Part of their presentation included an 18-page companion guide to Giving Collaboratives, now available in the Learning Media Library here on our website.

I sat down with Elizabeth and Angie yesterday 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:

 Whatever it is that you are looking to fund…there is a group of people out there who are looking to fund it” – Elizabeth Roma

Elizabeth and Angie will also lead an Apra Best Practice Webcast on the topic called “Collective Giving: Philanthropy as a Team Sport” on Monday May 15th at 1:00 PM ET. If you can’t make that day and time, look for the recording on the Apra website under Apra University.

For further reading: 

One of the resources Elizabeth and Angie mention in the podcast is The Forum of Regional Associations of Grantmakers and their report More Giving Together.

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Foundation Research – a free tutorial

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:

 

 

Here at HBG, we’re also preparing for more teaching this spring and summer:

  • In April, I’ll be leading a panel on relationship management at the NEDRA conference. Tara McMullen will also be moderating a panel on “Ten Years of Prospect Research, Management and Data at MIT.”
  • In July, there will be two teaching teams from HBG at the APRA conference! Angie Stapleton and I will lead a half-day workshop on “Advanced Web Searching,” and Elizabeth Roma and Rachel Dakarian will be ripping news from the headlines on high net worth individuals in their session “Strategic Vision for Today’s Philanthropic Realities.”

We hope you can join us. We’re excited to be sharing our knowledge and looking forward to learning from you, too.

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The hidden river

Magic DoorYou know what it’s like when you stumble upon something that makes you realize there is a whole other world out there that you had no idea about, right?

The most memorable time this happened for me was when I discovered an online forum where people gathered to discuss my – and their! – favorite author’s book series. Even better, reading back through the archives I discovered that the author posts to the forum as well, answering questions and debating plot possibilities with as much intensity as her readers.

It was like I’d found the magic door with a hidden world behind it! [Read more…]

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What makes for a successful wealth screening?

achievementDespite the title of this popular article, we love wealth screenings here at HBG. What we don’t love is when all that time, work, and money spent on a wealth screening go to waste. My colleagues Maureen, Tara, Heather W. and I were talking about this one day, and we were brainstorming so many great ideas that I asked them if we could capture them in a podcast for you. [Read more…]

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What you need to know about family offices

mansionAccording 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.

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