Today is a (Two) Week-in-Review! Shortly after I arrived in the office last Friday I got a call from our daycare saying my son was running a fever. I picked him up and spent the day taking care of him, and by the time I got the kids to bed last Friday night I realized I'd completely forgotten to post the WiR that day! So enjoy this double week of content.
Apra Redesign
Apra has been undertaking a branding campaign and they recently took unveiled our organization's new look! We also have a link to check out the video introduction.
World’s 8 Richest Have as Much Wealth as Bottom Half, Oxfam Says
This story generated a lot of headlines at the time and questions around the methodology. Oxfam based its figures on Forbes' billionaires list which may or may not be accurate.
How the seven Texas IPOs from 2016 are doing, and why that's such a small number
Oil, the tech sector, Brexit, and the U.S. election were all cited are reasons for the slowdown in IPOs this past year.
These Millennials Are Doing Just Fine at Saving
On the question of how they would deal with an expected expense, most millennials said they would use savings as opposed to credit cards, reducing other spending, or borrowing. Older generations were more apt to use credit cards. Personally, I use credit cards for the points and then pay them off every month. I'm not sure if that was taken into account or not.
New Multi-Million Dollar Superyachts Buoyed by Brexit
Overhaul of business models top task for private banks in 2017
NYC's Hottest Neighborhoods 2017
Keller Williams NYC tweeted this image from Property Shark.
Looking into ball distribution across teams for the 2016 NFL season
Fun visualization for data geeks! Thanks to Data Science Renee for retweeting this link.
Disentangling facts and values in the UK’s wealth screening controversy
Thoughtful piece from Ian MacQuillin, founder and director of Rogare, the fundraising think tank at Plymouth University’s Hartsook Centre for Sustainable Philanthropy. Here's a related article that we shared later in the week: Donors will be able to opt-out of wealth-screening under GDPR legislation.
Motivations of Leaders: Marissa Todd
APRA-IL does terrific work within our community and I love this series on Prospect Development careers.
The city that philanthropy built
A profile of Madison, WI.
Philanthropy Forecast, 2017: Trends and Issues to Watch
Two dozen predictions for 2017.
'Millennials don't like to get naked' and other issues affecting the luxury real estate market
Clickbait headline aside, I thought this was an interesting analysis of the things that are shifting in importance around the home.
Doomsday Prep for the Super-Rich
Thanks to Helen Brown for sharing this article from The New Yorker.
The Cavalry
Speaking of the illustrious Helen Brown, she's written a wonderful #ResearchPride piece entitled "The Cavalry" that you should check out.
If you haven't had a chance to check out Apra's rebrand reveal video, I encourage you to do so!
Engaging High Net Worth Individuals and Families
Bentz Whaley Flessner shared major findings from the 2016 Study of High Net Worth Philanthropy along with three suggestions for engaging HNW individuals and families.
What makes a work of art valuable?
Thanks to APRA Illinois for sharing this explanation of art valuation from The Economist.
Planting Seeds: Planned Giving vs. Major Gifts
APRA Illinois also shared this great article from iWave.
How To Find New Major Gift Prospects?
Jen Filla shares "five ways that partnering with a prospect research professional can get your major gifts program galloping."
These Billionaires Cleaned House In 2016
I'll be honest, when I see articles about people's annual profits being measured in billions, my eyes glaze over a little bit!
2016 vs. 2015: A Stock Market Flip-Flop in 5 Charts
Again, APRA Illinois here with the link. You should go follow them on Twitter!
11 Mistakes Standing Between You and Your First Million
While I probably won't stop making all 11 of these mistakes so that I too can become a millionaire, this list is interesting.
8 apps and sites every billionaire needs
I was aware of a couple of these, but will definitely be checking out the rest!
You’ve probably never heard of this creepy genealogy site. But it knows a lot about you.
I ran across this article on the Washington Post this morning and the headline isn't clickbait. The site is more than a little creepy, especially for a free site. Fortunately the article does link to the site's opt-out feature.
Philanthropy Outlook Study Predicts Fundraising Stability for Next 2 Years—But…
Findings from the Philanthropy Outlook 2017 & 2018 report.
US fracking shown to benefit local households
"Study on shale boom impact finds average annual gain of $1,900 in high-activity areas"
Oil Falls From 18-Month High Amid Dollar Gains, OPEC Doubts
Dallas-Fort Worth property values up 11% to $456.9B — or about Poland's GDP
"The combined value of all the homes in Dallas-Fort Worth is higher than it was during the housing bubble years between 2006 and 2012."
Here's a Reminder of Who Really Controls the Money in Donor-Advised Funds
As popular as DAFs have become, people don't always understand the implications behind using them.
What to Do With a Mustang, and Other Lessons in Handling Gifts of Property
Thanks to Peter Olsen-Phillips for sharing this story on The Chronicle of Higher Education.
75 Best State Genealogy Websites in 2016
Great resources here that you may or may not be aware of.
Rich College Donors' Big Tax Break Is Suddenly in Danger
Those of you in higher education should be aware of this situation.
My Gap Year From Prospect Research
Josh Ostroski, of the Helen Brown Group, shares his experience as a real estate agent and how that experience is similar to the his current work.
Watch the Income Distribution of America Change
Conrad Hackett of the Pew Research Center shared this quick animation.
Podcast interviews with leading prospect research professionals and others
I've loaded all six of the episodes up in Overcast to catch up on during the Christmas break!
Isn't it all a bit illegal?
Thanks to RiF UK for sharing this post about some of the concerns surrounding wealth screenings over in the UK. Check out Helen Brown's post for additional information.
Your D-FW rent is rising at a whopping rate, and few in the U.S. can relate
"The Dallas area is second only to Seattle in this year's rise in home rental costs."
Did you know there's a private island marketplace?
I spent more time on this site this week than I'd like to admit. As a bonus, they have a buying guide to help you better understand those who would buy an island.
Well, That Was Fast: How a University Met Its $1.5 Billion Fundraising Target Two Years Early
Here's What You Need to Know About Corporate Philanthropy Right Now
Thanks to Inside Philanthropy for highlighting this report from Corporate Citizenship.
Donor-advised funds grow in popularity as way to minimise IHT
UK perspective, but good information.
2016 Philanthropy Trends: Americans Donate Record $373 Billion
NPR interview with Chuck Collins of the Institute for Policy Studies.
Unique philanthropy course at UW giving $50K to non-profits
I think it is a fascinating idea to bring philanthropy into the classroom and get students exposed to giving.
Just How Much Do the Top Private Equity Earners Make?
I'm too depressed to calculate what percent of a percent my salary compares to these numbers!
Private Equity: America's Richest Bosses (APO, BX)
Good follow-on to the previous article.
Dear Analyst 9: Bad Data Blues
"How do I work to get better data into our system without ending up doing it all myself?" Another great entry in the "Dear Analyst" series.
The Free 'Big Data' Sources Everyone Should Know
I knew many of these, but several were new to me.
What it takes to be wealthy throughout the world
It is always humbling to be reminded of the wealth disparity throughout the world.
Researching Public Company Wealth
"[P]ublic company prospects are a gold mine of learning opportunity!" Amen!
The Wealth-X and Arton Capital Philanthropy Report 2016
Thanks to Cecilia Hogan for sharing this link!
Family Foundations: Millennials Take Charge
Thanks to APRA Greater NY for sharing this link!
Conferences, What Are They Good For?
The Staupell Analytics Group shared several great reasons to attend professional development conferences.
Come Together. Right Now.
Grace Chandonnet, of the Helen Brown Group, makes a great case for collaboration at work.
Here's How Many Homes the Average Billionaire Now Owns
"There’s a new bar for wealth in America: Nine homes and 19 cars." The first sentence alone blows me away. Thanks to Elizabeth Roma for sharing this article.
Google, democracy and the truth about internet search
Lori Hood Lawson shared this important read.
Profile Writing: Who’s in Your Audience?
Emily Davis wrote a wonderful piece on the ways to approach writing a successful research profile.
The New Gilded Age: When Are Big Donors a Problem?
Thanks to APRA Illinois for sharing this story from Nonprofit Quarterly.
Nuzzel is testing a new feature that solves one of the most frustrating problems with Twitter
Many of the stories we share come directly from Twitter and Nuzzel is a service that I use to help catch stories that friends are sharing.
You got played. I got played. We all got played.
Fake news has been getting a lot of attention recently and Helen Brown is here with a great list of reminders that we need to keep in mind when browsing the web.
The tech industry is reshaping philanthropy, one big bet at a time
Tech industry philanthropists are making big bets on social change.
Israel's shifting culture of philanthropy
Interesting background information on philanthropy in Israel.
Win-Win: How A Former NFL Player Aims to “Gamify” Philanthropy
"The concept of Win-Win is as follows: Participants choose from a variety of athlete-hosted sports games (fantasy football, over/under, etc), which typically require a small fee to enter. However, that entry fee is actually donated to a charity chosen by the host athlete (Win-Win retains a small percentage for operations). From there, participants compete to win priceless experiences and prizes from the athlete."
America's Top 50 Givers
Thanks to APRA Indiana for the link!
Here's how much you need to make to be in the top 1% of every state
Thanks to David Lawson for sharing this piece from Business Insider.
How the OPEC deal makes Texas shale a big winner
The market certainly reacted positively to this news!
How to Hide $400 Million
A fascinating read for those of us in prospect research.
Iowa startup Terva wants to be Zillow for farmland
The public product is looking to launch next year - this may be a resource to check out.
Big Bet Philanthropy: How More Givers Are Spending Big And Taking Risks To Solve Society's Problems
Very similar idea to the first story we shared this week.
The Just 100: America's Best Corporate Citizens
Happy Thanksgiving from APRA North Texas
We were inspired by our colleagues at APRA IL, and a few of us who were still around the office wanted to share some of the things we are thankful for this year.
Colleen St. Clair
I am thankful for the wonderful team I get to work with every day. I am especially thankful for our donors, it is because of them that I am able to my little part in making a difference in the lives of others. I am also thankful for my family and my health.
Amie Jennings
I am thankful for incredible friends and family and outstanding colleagues at both SMU and across the Dallas-Fort Worth metroplex. I am grateful to represent our profession and look forward 2017. Happy Thanksgiving!
Matt Farrow
Professionally, I am most thankful for the opportunities this chapter has given me meet and serve with an amazing group of people across the area and the country. Personally, I am thankful for the love and support of our friends and family during this year.
Happy Thanksgiving from all of us at APRA North Texas!
On Philanthropy: New research shows many donors are impact investors and engaging rising generation
Information from two recent studies: the 2016 U.S. Trust Study of High Net Worth Philanthropy and the First National Benchmark Survey of Family Foundations.
Dallas’ wealthy family offices must evolve, but how?
Subscriber content.
Dear Analyst 8: Eager!
"How do I explain to them that they should direct these requests to me?" This is a great entry in the "Dear Analyst" series that gets to an issue I come across frequently.
Communities Foundation of Texas announces new leader
David Scullin will take over the reigns from Brent Christopher who held the position for 11 years.
World’s Biggest Real Estate Frenzy Is Coming to a City Near You
Chinese home buyers are looking outside of China's borders for real estate.
Single Millennial, Gen X Women Giving as Much as Silent Generation
THE PAC SERIES: Conclusion
iWave wraps up a great series on PAC: Propensity-Affinity-Capacity.
Apra North Texas is a 501(c)6 non-profit organization
PO Box 600516 Dallas, Texas 75360