Top 5 Misconceptions of Prospect Identification
Finding new major gift prospects can be a real challenge. You do not want to keep asking for gifts from… Read More »Top 5 Misconceptions of Prospect Identification
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Elisa Shoenberger
3 Reasons You Should Care About Family Offices
When I first heard of a family office, I thought it was a fancy way of saying a family business.… Read More »3 Reasons You Should Care About Family Offices
5 Reasons Why You Can’t Find a Prospect’s Giving
When meeting a new prospect, it’s quite exhilarating to find out that they are philanthropic and have given generously to… Read More »5 Reasons Why You Can’t Find a Prospect’s Giving
The Great Puzzle of Corporate Philanthropy
Corporate sponsorships – they are everywhere you look! The concept seems simple: in exchange for advertising and branded materials at… Read More »The Great Puzzle of Corporate Philanthropy
Review of Charitable Giving by Affluent Households – Part 2
The report was full of so much valuable information, we decided to split it into two blog posts.
Review of Charitable Giving by Affluent Households – Part 1
The 2023 Bank of America Study of Philanthropy report is the 9th biennial examination about philanthropic attitudes, priorities, and more… Read More »Review of Charitable Giving by Affluent Households – Part 1
Fishing for Prospects: The Promise of Validations
Finding new prospects is often compared to fishing. You throw out a proverbial net and hopefully get an incredible number… Read More »Fishing for Prospects: The Promise of Validations
Family Opportunities: UBS Global Family Office Report 2023
The report is the 4th annual global family office report by UBS. The report provides comprehensive research on family offices… Read More »Family Opportunities: UBS Global Family Office Report 2023
Strategic Research for Transformative Gifts
Asking for a major or transformative gift is a little bit like asking someone to marry you. You’ve (likely) been… Read More »Strategic Research for Transformative Gifts
Finding the Right Cheese for the Cracker: Using Research to Create Strategies and Tactics for Cultivating Prospects
For some prospects, it’s easy to know how they made their money. For instance, if they are a CEO or… Read More »Finding the Right Cheese for the Cracker: Using Research to Create Strategies and Tactics for Cultivating Prospects