The “Core Affluent” and fundraising
I read an interesting report the other day about how Swiss banks are targeting individuals with a net worth of $1 – $5 million, also known as the “Core Affluent.” The reason is simple – banks are finding that these individuals are easier to work with and more profitable than people with higher levels of wealth. [...]
October 12, 2009
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dlawson · 
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Tags: Economy, Fundraising, High Net Worth Individuals, Major Gifts, Philanthropy · Posted in: News of Note
Where’s the Money Now?
There has been a lot of focus on how much wealth has been lost over the last year and what fundraisers need to do to survive these tough times. Lori and I decided it was time to focus on where the money is rather than where it isn’t. On May 12th we are offering a [...]
April 16, 2009
· LoriAndDavid · One Comment
Tags: 15th & Lawson, Economy, eLearning, Fundraising, Giving, High Net Worth Individuals, Major Gifts, Philanthropy, Wealth, Webinar · Posted in: News of Note
How at-risk are your pledges?
A recent story in the LA Times, Donor’s legal troubles may force museum into bankruptcy, is a reminder that the multi-year pledge is a nonprofit’s version of credit and just like with a mortgage or credit card, sometimes that commitment is not honored. This particular story highlights another troubling trend which is how nonprofits have become [...]
April 6, 2009
· LoriAndDavid · No Comments
Tags: Fundraising, High Net Worth Individuals, Major Gifts, Philanthropy, Pledges, Wealth · Posted in: News of Note
Which economic ledge is your prospect on?
We are all trying to figure when we will hit the true bottom of what is fast becoming known as The Great Recession. The problem with searching for “a” bottom is that the economy actually contains many of them. Think ledges and you will be closer to the truth.
These economic ledges have two primary characteristics: place [...]
March 10, 2009
· LoriAndDavid · No Comments
Tags: Economy, Entrepreneurs, Future, High Net Worth Individuals, Outlook, Philanthropy, Unemployment, Wealth · Posted in: News of Note
What experts are telling your major gift prospects
Many high net worth individuals are paralyzed by fear and that fear is causing them to not make large investments in anything including philanthropy. The video below features the head of the Investment Solutions Group for Citi Private Banking, Lori Heinel. She works with people who have a minimum net worth of $10 million. It is interesting to [...]
February 23, 2009
· LoriAndDavid · No Comments
Tags: Economy, Fundraising, Giving, High Net Worth Individuals, Major Gifts, Philanthropy, Planned Gifts, Stock Market, Wealth · Posted in: News of Note
