Tag Archives: prospects

A Charity Did What Charities Do

No Smoking Guns courtesy of David King on Flickr
No Smoking Guns courtesy of David King on Flickr
Last week The New York Times exposed Beth Israel Medical Center’s fundraising operation as it became public through documents related to a will challenge by distant relatives of Huguette Clark, a wealthy woman who lived her last 20 years in the New York City nonprofit hospital. She died in 2011.

From the Times’ account, I see very little wrong and nothing egregious. New details may emerge and I’m analyzing what’s known today based on the linked article. (I’m much more interested in where the story ends.)

Ms. Clark was a major gift prospect, as she should be. She lived in the hospital for a long time and had her faculties.

Fundraising staff researched their prospect and the CEO was actively involved. All CEOs should be engaged in major gift fundraising. They wrote memos to each other and to the file.

It’s true: people inside charities routinely talk to each other about fundraising prospects and donors. They keep records in databases and paper files. They hold strategy meetings to manage relationships.

That’s what charities do.

It’s what they have to do to get gifts so their doors stay open. It is the way fundraising gets done in the charity business.

Surprisingly, the Times article lacks this context. There’s no commentary from a person with knowledge of fundraising practices to say, presumably, that there’s not much in this story that’s out of the ordinary.

What I didn’t like is the unprofessionalism of some notes and the unbridled exuberance that led a staffer to use seven exclamation marks to announce a gift of a painting. And there are snarky comments, too.

Those instances were poorly judged and thoughtless. Not illegal. Not unethical. Just thoughtless.

Never put in writing something you wouldn’t want the person you’re writing about to read. Keep your notes factual.

My greatest interest is the last paragraph of the Times’ article. Within 20 days of signing her first will, which did not include Beth Israel, the CEO met with Ms. Clark three times. Three weeks after the last of those visits she executed a new will with a $1 million bequest for the hospital. That’s the will under dispute.

Now we’re squarely in my territory, Planned Giving.

  • Did an attorney prepare the wills?
  • Did the same attorney prepare both?
  • Were they executed in compliance with New York law? (The first will is dubbed “sparse.”)
  • Were the attorneys recommended by the hospital?
  • Did hospital staff have meetings with the attorneys?
  • Who paid the attorneys?
  • How many people were in the three meetings with Ms. Clark?
  • What was said?
  • How did she react?
  • Did other staff meet her between the two wills?
  • What did they say and how many people were in those meetings?

Nearly everything leading up to the first will is business as usual, as far as we know.

For me, the end of the story begins the most interesting inquiry.

Photo of Gary Vaynerchuk

Nonprofit Radio, May 17, 2013: A Conversation With Gary Vaynerchuk & Maria’s Mixed Bag

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Photo of Gary Vaynerchuk
Gary Vaynerchuk
Gary Vaynerchuk: A Conversation With Gary Vaynerchuk

We’ll find out from this New York Times best-selling author, sought after speaker, social media consultant and wine expert what insights his book “The Thank You Economy” holds for small- and mid-size nonprofits.

 

 

Maria Semple
Maria Semple: Maria’s Mixed Bag

Maria Semple, The Prospect Finder and our prospect research contributor, has a few things for you this month: a conference reminder; a tweak to Google Alerts; and a report, “”Millenials and Money”” from Merrill Lynch.”

 
 

 


Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

When and where: Talking Alternative Radio, Fridays, 1-2PM Eastern

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Listen to the audio here: 142: A Conversation With Gary Vaynerchuk & Maria’s Mixed Bag. You can also subscribe on iTunes to get the podcast automatically.

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Prospect Research Chat Transcript

GrantSpace logo and title of prospect research chat,  "What's in Your Donor Dossier?"On March 21, The Foundation Center hosted Maria Semple and me for “What’s in Your Donor Dossier?”, a web chat on prospect research.

Maria, The Prospect Finder, and a contributor to Tony Martignetti Nonprofit Radio, shared lots of free and low-fee research sites.

As I complained about her efficiency, I contributed my thoughts on what robust prospect research looks like and how important it is to your fundraising.

Many thanks to The Foundation Center and GrantSpace for hosting us! When it was over they asked, “Would you like to do another one?” I think they thought I had left the chat by then.

The webchat transcript is here.

Maria Semple

Nonprofit Radio, March 8, 2013: InteGREAT Communications And Marketing & PRI: Program Related Investments

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Lansing Associates logo
Diane Lansing: InteGREAT Communications And Marketing

Diane Lansing, president of Lansing Associates, has ideas for getting your communications and marketing in sync. Then she wants you to apply analytics so you know what works and what doesn’t, in the short- and long-term. Sounds simple. Are you doing it? Diane will get you started.

Maria Semple
Maria Semple: PRI: Program Related Investments

Our prospect research contributor and The Prospect Finder, Maria Semple, is with me to explain why foundations don’t only make grants. Some offer loans, loan guarantees, equity investments and other PRIs. How do you find these foundations? Listen to Maria. She’ll also have info on conferences you’ll want to pay attention to.

 


Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

When and where: Talking Alternative Radio, Fridays, 1-2PM Eastern

Sign-up for show alerts!

Here is a link to the audio: 132: InteGREAT Communications And Marketing & PRI: Program Related Investments. You can also subscribe on iTunes to get the podcast automatically.

View Full Transcript

Nonprofit Radio, February 22, 2013: Donor Retention & More Maria Sites

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Jay Love
Jay Love
Jay Love: Donor Retention

Jay Love is CEO of Bloomerang. We’ll talk about holding on to the donors you’ve got, because it’s much cheaper and easier to keep a donor than to replace one. He’s got strategies to help you.

 

 

Maria Semple
Maria Semple: More Maria Sites

Maria Semple, our prospect research contributor and The Prospect Finder, keeps up her reputation as doyenne of dirt cheap and free. This month she’ll review DonorSearch and ListSelect.

 
 


Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

When and where: Talking Alternative Radio, Fridays, 1-2PM Eastern

Sign-up for show alerts!

Here is the link to the audio: 130: Donor Retention & More Maria Sites. You can also subscribe on iTunes to get the podcast automatically.
View Full Transcript