Lowering Expectations
Have you noticed a trend towards lowering fundraising goals? Have we all decided it’s better to have bartered our mission’s goals rather than go gently into that good night? The last time we looked, the need had not disappeared. Students still need assistance to attend college; nonprofit hospitals still need grateful patients to ensure access [...]
October 21, 2009
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LoriAndDavid · 
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Tags: Campaigns, Fundraising, Major Gifts, Philanthropy · Posted in: News of Note
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
· dlawson · No Comments
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
Is merger mania poised for a return?
The merger and acquisition market is showing signs that maybe just maybe we are going to see some real M&A activity by the end of the year and into 2010. I recently highlighted the IBM/Sun deal, but before that there was a prediction that steel companies will be consolidating as stronger companies take-over the weak ones.
For [...]
April 2, 2009
· dlawson · No Comments
Tags: Economy, Fundraising, Major Gifts, Mergers & Acquisitions, Stock Market, Wealth · Posted in: News of Note
A little Sunshine to go with your java this morning
The news this morning that IBM may buy Sun Microsystems highlights that in a down economy you often see two types of merger & acquisition activity: 1) bargain hunting as stock prices fall and 2) companies seeking to find new revenue sources as their existing businesses struggle.
For fundraisers any increase in M&A activity is good because [...]
March 18, 2009
· dlawson · No Comments
Tags: Economy, Major Gifts, Mergers & Acquisitions, Stock Market, Wealth · Posted in: News of Note
Giving from the mattress fund
We are doing research for our upcoming webinar Where’s the Money Now? and we came across an interesting chart from a Capgemini/Merrill Lynch survey showing asset allocation for High Net Worth Individual (HNWI) households in 2005, 2006, 2007, and a projection for this year. Note the decrease in real estate and alternative investments (combined 36% in [...]
March 5, 2009
· LoriAndDavid · One Comment
Tags: Annual Giving, assets, Economy, Giving, Major Gifts, Philanthropy, Planned Gifts, 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
