Book Recommendations for and by Development Professionals
Thanks to Apra Indiana for sharing this link from Evertrue.
Motivations of Leaders: Carrick Davis
Come meet Carrick Davis of the Wisconsin Foundation & Alumni Association in this entry from APRA-IL's Motivations of Leaders series.
How to Raise Your Child to Be a Philanthropist
This is a wonderful article with great information for parents. But it is also a wonderful reminder to not forget about the children of your wealthy donors - one day they may inherit those assets.
Promoting philanthropy on campus: not just for ‘millionaires’
I thought this was an interesting piece from the Temple News.
How Millennials Will Forever Change America’s Farmlands
Well chuffed
Helen Brown shares a thoughtful follow-up to the recent UK fundraising/prospect research situation.
The World's Billionaires
Have you checked out this year's list?
The wealthiest North Texans on Forbes’ annual list of billionaires
Related to the previous link if you just want to check out the local prospects on the list.
It's A Record-Breaking Year For Self-Made Women Billionaires. Here's Why.
Oil Below $49 as Rise in U.S. Drilling Threatens OPEC's Efforts
North vs. South: A look at Dallas' unequal prosperity
25 Highest Paying Jobs in America
Plaintiff Sues For Harvard Donor’s Records
With oil drillers potentially saving $10 billion with Trump's tax cut, can they dig it?
On Philanthropy: New report examines risk in philanthropy through two lenses
New Force on Wall Street: The ‘Family Office’
Wall Street bonus pool boosted by Trump rally
Research pride: a love story
Pride is results-based
Prospect Research Woman
It's hard to believe that we have been posting these Week in Reviews for over a year now! Thank you so much to everyone who has liked and shared these posts, I'm so thrilled that this has become a regular resource for many of you.
As we enter our second year, please continue to send me stories and links that you think would be of interest to the prospect research and development community. And, if you have any feedback or suggestions for improving this series, please feel free to tweet or DM me directly.
Cheers, Matt Farrow
Spending Millions to Keep a Home Safe
Elizabeth Roma shared this fun read from the Wall Street Journal.
Dear Analyst 11: Prospect Research and Corporate and Foundation Relations
More fantastic content from Elisa Shoenberger on the APRA-IL blog.
Is a CEO Worth $200 Million? Shareholders at Rail Giant Think So
These are numbers that I can't even fathom for a pay package.
We pick the toughest and easiest states for first-time homebuyers
Bankrate.com focused on five criteria: housing affordability, the job market for young adults, housing market tightness, credit availability, and homeownership among the under-35 crowd.
Many rich folks opt for plain ol' pickups, economy cars
Interesting results from a study by MaritzCX.
ICO issues guidance on consent ahead of EU data regulation overhaul
If you haven't been following along with this story, check out The Helen Brown Group's recent post, New Order.
"How does your philanthropy compare to your income? Charitable giving and the IRS."
Thanks so much to Anna-Liisa Little and the Prospect Research Institute for passing along this link from Forbes.
Americans Are Richer Than Ever, But They Don’t Feel That Way
Better Together
The Helen Brown Group's Angie Stapleton shares her thoughts during #ResearchPride month.
How Much Is an Instagram Story Worth?
It can be easy to forget about the financial possibilities of social media for popular stars.
Millennials Are Influencing The Future Of Philanthropy
Forbes interviewd Barry Shore, founder and CEO of Dlyte. According to the article, Dlyte.com is "a fundraising platform that harnesses the spending power of consumers who are supporters of causes."
Why Salesforce Has a Chief Philanthropy Officer
It will be interesting to see if other companies follow suit.
Q&A: Melinda Gates on the World’s Missing Data About Women
A great #gogirlresearch Q&A with Melinda Gates.
Interview: the Uzbek oligarch helping HNWs rediscover their wardrobes
If you are interested in keeping up with the perks available to the HNW crowd, check out this article.
3 Questions for Understanding Fundraising Success
Bentz Whaley Flessner shares some questions and findings from the Association of Healthcare Philanthropy's Report on Giving 2016.
This is Pride
Helen Brown kicks off the month of March with a wonderful #researchpride article. Check out her piece for links to other stories from our research colleagues!
How to stay ahead in the new era of inflation
Beware the Bearer of Big Gifts (subscriber content)
"Philanthropists are facing scrutiny, suspicion, and criticism not seen since the Gilded Age."
D-FW area has six of Texas' priciest homes up for grabs
Are any of your prospects selling this luxurious homes?
2017’s Property Taxes by State
WalletHub collected some great information that I'll be bookmarking for my real estate reference material.
See what a $500K-$1M home looks like in Dallas
The Dallas Business Journal also looked at homes valued at $100K and $1M+.
Who Are the Richest of the Rich?
Thanks to Jen Filla for sharing this New York Times piece.
Requiem for a deduction?
Sarah Bernstein has a nice overview of the proposed tax reforms.
AASP 2017 Dallas Symposium
The AASP 2017 Dallas Symposium will be held on Friday, March 17, 2017 at Southern Methodist University.
With Snap’s I.P.O., Los Angeles Prepares to Embrace New Tech Millionaires
Thanks to Elizabeth Roma for sharing this article from the New York Times.
Where the World’s Wealthiest Invest Their Billions
Thanks to David Lawson for sharing this article!
New Order
Helen Brown did a terrific write-up of the recent Fundraising and Regulatory Compliance Conference which, if you haven't been following the U.K.'s upcoming data protection legislation, is definitely required reading.
The 2017 AASP (Association of Advancement Services Professionals) Dallas Symposium will be held on Friday, March 17, 2017 at Southern Methodist University. Click here for more information.
This DFW city was named the second hottest suburb in the nation
Spoiler alert: it's Wylie. Who knew?
How paying chief executives less can help corporate performance
Subscriber content from the Financial Times and the story is UK focused, but an interesting read.
Canada's Best Employers 2017
Forbes, in collaboration with Statista, surveyed 8,000 Canadian employees.
Oil and gas discoveries dry up to lowest total for 60 years
Again, subscriber content from the Financial Times.
Balancing Act: Tricky Times for Community Foundations in the Age of Trump
This story is similar to one we shared back in January.
APRA-IL's New Series: Match Makers
Check out the newest series from APRA Illinois.
Changes In Tax Code Will Lead To Changes In High-Net-Worth Investment Portfolios
Thanks again to APRA Illinois for sharing this link!
#ChatBytes Podcast with Tim Horton, Venture Capitalist
The Prospect Research Institute has a great podcast series you should check out. Their most recent episode is a conversation with Tim Horton, venture capitalist.
Should Your Nonprofit Have Its Very Own Data Scientist?
This compliments an article we shared last week on the top three nonprofit jobs of the future.
One 'A' share in Warren Buffett's Berkshire now costs about the same as a four bedroom home in suburban Omaha
Thanks to the Prospect Research Institute for sharing this link!
The rush of the rush
The Helen Brown Group shares tips for not only surviving, but shining during rush requests from fundraisers.
By 2020, the global #UHNW population could exceed 318,000 (50% higher than 2015) with a total wealth of $46.2tn
Check out the Wealth-X World Ultra Wealth Report 2015-2016.
Fidelity Charitable surpasses grant-making goal of $25 billion to charities in 25 years
Thanks to Elizabeth Roma for this link and noting that "grants from @FidelityChrtbl DAF totaled $3.5B in 2016, up 15% from 2015."
A Refresher on Regression Analysis
Thanks to Jennifer MacCormack for sharing this piece on the Harvard Business Review!
Executive Compensation Perquisites Quiz
The Prospect Research Institute turned us on to this fascinating quiz.
Visualizing Distributions
Another wonderful link from Jennifer MacCormack summarizing different ways we can visualize our data.
This May Be The Last Year You Get A Charitable Tax Deduction
Christopher Cannon pointed us to this story from Forbes that you should probably be aware of.
The Top Three Nonprofit Jobs of the Future
Data scientist is second on the list!
Texas families are struggling to pay for college — but so is the state
Even if you don't work in higher education, this information is good to keep in mind as you work on capacity ratings for prospects with college-age children.
The Global Property Handbook, a collaboration with Warburg Realty and Barnes International Realty
Check out this resource from Wealth-X.
How to Set Up News Alerts to Support Prospect Research
There are a couple of sources that I hadn't previously considered for news alerts.
Spear phishing
Helen Brown shares her own experience with spear phishing. Although not directly prospect research related, this is something you need to be aware of, particularly if you are not at an organization that actively trains employees on what to look for.
International House Price Database
Did you know that the Federal Reserve Bank of Dallas has an international house price database?
Philanthropy Trends: A Look Back on 2016 and Towards 2017
Go check out Bentz Whaley Flessner's collection!
Dear Analyst 10
The latest in the series from APRA IL answers the common question of how do you convince fundraisers to trust the ratings you're giving them?
Why wealthy families lose their fortunes in three generations
Thanks to Cecilia Hogan for sharing this link!
Chapters Share the Knowledge
Don't forget that Apra's Chapters Share the Knowledge starts next week. Check out the link for the full calendar.
Most high net worth individuals lack inheritance plan despite largest transfer of wealth coming
Another terrific link from Cecilia Hogan.
Donor Protection, Privacy Central To New Court Filing
The Prospect Research Institute shared this story from Forbes.
Ethical fundraising starts with ethics in prospect research
Many thanks to Lisa MacDonald for sharing this excerpt from Prospect Research in Canada: An Essential Guide for Researchers and Fundraisers.
Just Compensation
Rick Snyder shares his knowledge of pulling together compensation information.
Inside the Most Expensive Home in the US
For those that get a kick out of looking at homes of the rich and famous.
How U.S. college endowments lost big taking on more risk
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