The Millionaire Philanthropist Next Door: What the Donor-Advised Fund Revolution Tells Us
For those that attended APRA Prospect Development 2016, I'm told that Lindsey Nadeau had a wonderful session on Donor Advised Funds.
Why Harvard raising a record-breaking $7 billion is bad news for US education
New UT Dallas survey is gathering information on how private firms are governed
I'll be very interested to see the results of this survey.
Rise of freelancing, moonlighting is changing how Dallas does business
Good information for those of you who work in the DFW area or who have prospects here.
The Influence of Philanthropy on the Presidential Election
Philanthropy has certainly played a role in this year's election.
Preparing Your Program for the Growing Chinese Prospect Base
"[T]he number of billionaires living in China increased nearly 40% last year to 335, second only to the United States, with most of the Chinese wealth held by young entrepreneurs."
The McMansion's day has come and gone
It is interesting to note this trend is being seen around the country, and not just in Chicago.
19 colleges to attend if you want to be a billionaire
In addition to the list of schools, the article also highlights the median earnings of graduates 10 years after enrolling.
The Neglected Generation X
Six articles from the Chronicle of Philanthropy about Generation X.
Is This the End of Major Gifts?
Terrific article from Staupell Analytics Group!
5 Critical Characteristics of Data Driven Nonprofits
I sat through Steve MacLaughlin's webinar on the same topic yesterday and found the information very informative.
7 psychological traits of the super rich
How the super-rich are making their homes ‘invisible’
Amelia Aldred shared this fascinating story about the search for the 'invisibility' among the wealthy.
Brexit, 2 Months Later: The undercover fundraiser (with apologies to Tim Harford)
Great follow up piece on Brexit from The Helen Brown Group.
Dear Analyst 6: Data Dilemma!
APRA Illinois' Dear Analyst series is a wonderful advice column full of practical information and solutions.
How Much Space Does $1,500 Rent You in the 30 Most Populous US Cities?
The range across the country is staggering.
So Many Pritzkers, So Much Philanthropy: Meet This Top Family of Givers
A profile of the Pritzker family from Inside Philanthropy.
"No amount of research gains entry into private financial matters." -Iris Nowell, chronicler of Canadian women philanthropists.
I loved this quote that Preeti Gill shared this week.
Setting lofty goals
The Helen Brown Group's Jennifer Turner wrote about the importance of measuring and getting credit for your impact at work.
Gift Officer Activity Dashboards
I won't spoil it, but I had the same reaction to Jim Echinger's tweet.
‘Passion investments’: a new avenue for family offices?
Thanks to Angie Herrington for sharing this story.
10 Free Data Visualization Tools
These might be worth checking out if you're considering data visualization.
Politics and philanthropy
Great information from the Helen Brown Group on why you should pay attention to whether your prospect has made political donations.
JamesEdition.com - The World's Luxury Marketplace
Thanks to Elizabeth Roma for sharing this resource that she described as "Craigslist for the #UHNW set!"
The Truth About Pre-nups
I found the views of pre-nups around the world interesting.
What You Need To Know About Vesting Stock
Angie Herrington shared this good overview from Wealthfront.
Chinese 'ultra-rich' hits 89,000: Hurun Report
"There are now about 89,000 ultra-rich worth 100 million yuan or more in the country, about 11,000 more than last year, a growth rate of 14.1 percent."
The wealthy have nearly healed from recession. The poor haven’t even started.
The Washington Post digs into an analysis released by the Congressional Budget Office.
Power to the Prospect Researchers!
Armando is such a wonderful advocate for our industry!
LinkedIn sues anonymous data scrapers
This is a great reminder about importance of ethics and being aware of terms of service in our work.
8 Search Tricks That Work on DuckDuckGo but Not on Google
For that that use DuckDuckGo, you might be interested in these tips.
What Do Great Fundraisers and Journalists Have in Common?
Eleven characteristics that apply just as well to prospect researchers.
Hedge Funds List
APRA Pennsylvania shared the link to this great database that was recommended at their spring conference.
Mark Zuckerberg just sold almost $100M in Facebook stock for philanthropic ventures
Thanks to Lori Hood Lawson for sharing this follow-up on the Chan Zuckerberg Initiative.
5 Prospect Research Indicators Of A Potential Major Gift
A piece from Jay Love, co-founder and CEO of Bloomerang.
Here's how much you have to make in Dallas to buy a median-priced home
"According to the report, you need to earn $54,764 a year to afford a median-priced home in Dallas-Fort Worth, up $2,938 from last quarter."
When reading earnings reports, look at how the sausage is really made
Will Deener shares some good things to look for and pay attention to in earnings reports.
Bosses’ salaries in Japan: Japanese bosses still find it hard to ask for more
Thanks to Angie Herrington for the link to this piece by The Economist.
Investing in Impact
Lori Hood Lawson shared some information from the session on Impact Giving and Investing that she did with her husband, David Lawson, at #APRApd2016.
What’s Livetweeting For, Anyway?
In the wake of #APRApd2016, this piece on livetweeting academic conferences seems very timely.
This North Texas city has an average household income over $100K
Be forewarned, this is a slideshow that I'm told looks atrocious on mobile.
This Is the First American City Where a Typical Home Costs $1 Million
I'm not surprised by California, but San Jose would not have been my first guess.
The World’s Top Art Consultants
I don't know how useful this information is to know, but these are the people some of our prospects know and work with.
21 of the best places in the world to meet a billionaire, month by month
Thanks to Elizabeth Roma (I feel like she's always tweeting fabulous links!) for this list of global events.
DFW Housing Market: Growth Slows, Affordability Erodes
"The findings represent a “radical shift” from lower new-home prices, according to Paige Shipp, regional director of Metrostudy’s Dallas-Fort Worth region." Interesting news for prospect research.
Meet the "Human Google" at the New York Public Library
The wonderful Sarah Bernstein shared this story that really made me smile. Go research!
Average male Texan makes $61,478. Average female makes much, much less
Sadly, we have a lot of work to do here in Texas to close the wage gap.
Family Office Talent On the Rise
Another great piece that Elizabeth Roma shared.
New Major Gift Study Shows Prospect Research Matters
"The study also showed that every additional subsequent donor in a major gifts pipeline (i.e., working with your existing major gift donors) resulted in an additional $2,200 in major gifts."
GuideStar Launches State-of-the-Art Nonprofit Search
I'm looking forward to trying out this new search.
Welcome to Fundraising Hell: When Relations With Colleagues Turn Toxic
Hopefully most of these are anecdotal to you, and not actual experiences.
Great list of (ideally) straightforward things to look for.
This Bookmarklet Maps Your Journey Through The Internet's Rabbit Holes
I haven't personally used this tool, but seems intriguing in our profession.
Why philanthropy is the best alternative investment
These are a little more "feel-good" than practical reason, but an interesting set of arguments.
Data Down Under, and the real reason we measure alumni engagement
Kevin MacDonell always does great work.
New search tool traces sources of ‘dark money’
This is an interesting side effect of the IRS releasing all of that searchable data.
The Case For Canadian Real Estate Research
International research can be tricky; these are some good starting points for Canadian real estate.
Questions with POW! Also, powerful questions from #APRAPD2016
Preeti Gill shared her thoughts on APRA Prospect Development 2016.
2,473 Billionaires Control 3.9% of the World's Total Household Wealth
That's according to Wealth-X's 2015-2016 billionaire census. Go directly to the site here.
The Real Value of $100 in Each State
Are you taking this into account when doing prospecting in other states?
Net Worth: Nasty, Nice, or Neutral?
Net worth is one of those terms that me nervous. Jen Filla breaks down why there is no way we'll every know someone's true net worth.
How Twitter Helps Me Be a Better Writer & Five assumptions to make about your readers
Angie Herrington wrote a wonderful piece on the importance of clarity with our communication, and Elizabeth Roma shared a story that dovetailed beautifully with Angie's.
The Super-Rich Have Found a New Way to Wield Political Power: Philanthropy
Thanks again to Elizabeth Roma for sharing this story!
Mining the 990: A Guide to Gleaning Key Data From Charities’ Tax Forms
From the Chronicle of Philanthropy's tool kit.
The Evolving Role of the Fundraising Analyst
Josh Birkholz lays out many ways in which the role of nonprofit research analyst is changing
Editorial- HIPAA For The Social Media Generation: Teaching Privacy In Med Schools
Consider HIPAA privacy guidelines in your duties as prospect researcher
All-cash buyers of L.A. County luxury homes will have to reveal their identities
Have an alumni or donor base in L.A. County? This may soon be a trend throughout the state of California
The 30-year-old Thai Entrepreneur Disrupting Social Giving
Social entrepreneurship as a new channel of philanthropy
APRA Prospect Development 2016 Twitter Notes
A recap of the best of twitter from #APRApd2016
The Atlas of Giving
See how each non-profit sector compared to each other on a nationwide comparison
Data and the Search for Big Donors
How fundraisers crunch numbers, sift Facebook chatter, and analyze their results to learn exactly what donors want
A Quick Dive Into the State of Arts-Related Venture Philanthropy
Concise primer on arts-related venture philanthropy from Inside Philanthropy
Rick Perry's Digital Legacy Gives Archivists New Momentum
Curating the governorship leads to new digital frontiers
Inside Manhattan's Most Elite Address
834 Fifth Ave boasts some of the most wealthy residents of US from Forbes
Innovative new tool makes it easier to search for grants between nonprofits
The Richest Generation in U.S. History Just Keeps Getting Richer
Thanks to Jaime for this link!
What’s Your Donor Data’s Legacy?
The value of our donor databases are directly tied to the amount of time and energy you spend preserving your donor's history with your institution.
Inaugural XIN Philanthropy Conference an Inspiration
These are personal reflections and observations of this new conference.
Collin County south? Exploding growth affecting towns from Austin to San Antonio
As we look at prospects in Texas, it's worth noting how cities are expanding.
How Real Estate Philanthropy Drives Economic Development
A thoughtful look at how several recent gifts have been able to inspire economic development and cultural enrichment.
Dallas joins Portland, Seattle and Denver as a top market for home price gains
Continued good news for the Dallas home market.
Oklahoma City's growth: A path that's unsustainable
"At 621 square miles, Oklahoma City is geographically bigger than any city in Texas. Excluding sparsely populated large towns in Alaska and Montana, Oklahoma City ranks fourth in the nation in size." I clearly had no idea how big Oklahoma City is.
"At 621 square miles, Oklahoma City is geographically bigger than any city in Texas. Excluding sparsely populated large towns in Alaska and Montana, Oklahoma City ranks fourth in the nation in size."
I clearly had no idea how big Oklahoma City is.
Search Smarter: 30+ Google Search Tricks You Might Not Already
Great reminders if you've forgotten how to maximize your Google experience.
The ROI of predictive analytics triples other productivity approaches
Thanks to Dean Abbot for sharing this slide from TDWI's Accelerate conference. There's a number of great tweets using the #tdwiaccelerate hashtag on Twitter.
Still the One - Permian Gas Output Levels Off, But Processing Capacity Is Rising
Bruce Bullock shared this site with us during our happy hour earlier this year. The articles are filled with terrific information, but are clearly targeted at people involved with the oil and gas industry.
Brexistential Crisis: Philanthropy After Brexit
Ben Rymer has a great post on The Helen Brown Group.
Quest for the holy grant
Elizabeth Roma shared this tweet with excellent tips for foundation research.
A Flash of Silver in Oil Payrolls
Bloomberg suggests there are very tentative signs of stabilization within the oil and gas industry.
New ethos needed to match millennials’ entrepreneurial spirit
This is similar to several recent articles we've shared about how millennials approach things differently than previous generations.
Succession planning: Family unity key to establishing who will follow the leader
A look at the thinking that goes into family wealth planning.
2016 Women in Business honorees span North Texas industries
Are any of these known to your organization?
Research Verification is Mission Critical for Campaigns
Bentz Whaley Flessner explains the importance of verifying wealth screening results.
The World’s Top UHNW Lawyers In Association With WEALTH
It's surprising how short the list is.
US shale is lowest-cost oil prospect
"Companies with US shale assets are likely to be at a competitive advantage over the next few years."
The World’s Most Powerful Stock Pickers Don’t Manage a Penny
Interesting - they're certainly not names that quickly come to mind.
The Ugly Battle Over the Wildenstein Art Empire
A fascinating story.
Fire your Prospect Researcher! Artificial Intelligence (AI) has arrived
"Prospect research professionals have a unique blend of skills." Amen.
Which startup database is better? Comparing CB Insights, PitchBook, PrivCo, DataFox and Mattermark
I was familiar with several of these, but it is very interesting to see them plotted out. Thanks to Helen Brown for the link!
Reading about Writing
Sarah Bernstein shared some references that accompany her upcoming workshop with Preeti Gill at Prospect Development 2016.
China’s Wealthy Lag In Philanthropy Ranks
This is certainly an important market to watch.
Average CEO pay was $15.5 million in 2015, down from 2014
Thanks to Kenny Tavares for sharing this piece from PBS.
The purpose of this post is not to solicit donations, however for those who are interested in helping with the recovery in the wake of the shootings in downtown Dallas last week, here are a couple of links for you to check out.
Even if you do not care to donate, you may be interested in an inside look at how Neiman Marcus responded to the shooting.
Dallas Morning News
The Dallas Morning News' site links to several ways to both show and offer your support.
United Way*
The United Way has established the #UniteDallas Relief Fund with both online and text giving.
*Full disclosure - APRA North Texas membership includes representation from the United Way.
Apra North Texas is a 501(c)6 non-profit organization
PO Box 600516 Dallas, Texas 75360