This document provides information on women's growing economic power and role as donors. It notes that women now own a significant portion of wealth and businesses in the US. They are increasingly likely to be primary breadwinners and inherit wealth. The document recommends that non-profits develop gender-sensitive fundraising programs that recognize women's preferences to connect, collaborate and make a sustainable impact when donating. It suggests tracking women's past giving, ensuring spouses are both acknowledged, and asking women directly for donations.
This presentation focuses on how women's control of North American wealth is changing the way that money is flowing into the financial and philanthropic sectors.
National Coalition of Girls' Schools Global Forum Presentation Graham-Pelton...Kathleen Ault
On February 8, 2016, Elizabeth Zeigler (President, Graham-Pelton Consulting), Louise Peterson (Director of Development, The Madeira School), and Anne Bryan Faircloth (Alumna, The Madeira School) present "Inspiring Million Dollar Giving from Women: Real Data, Real Results, Unreal Impact".
Women in Philanthropy: Insights and Trends You Can ApplyGraham-Pelton
Graham-Pelton's President, Elizabeth Zeigler, spoke at this year's CASE Europe Conference on Women in Philanthropy: Insights and Trends You Can Apply. In this era of “Lean In,” women are emerging boldly in the for-profit and non-profit sectors – including as campaign volunteer leaders and lead donors. Major gift fundraisers will benefit from current data about women and their philanthropy in order to develop sound engagement and solicitation strategies. We will provide an analysis of women making 1M+ gifts, spotlight trends that will affect the future, and share actionable insights.
Better understand what drives women’s purchase decisions and how this can impact your marketing.
Learn how to attract, retain and get more business from women by the type of questions you ask.
Translate this understanding into products and services geared towards women’s aspirations and priorities.
Discover if you are maximizing your opportunity to get in front of women.
Use Great Lakes Credit Union’s “Chicks, Cars and Cupcakes” ladies-only event as a template for your own outreach to women.
Ethnic groups have their own societal and philanthropic objectives and they are not always comparable to those of our traditional donors. Philanthropy means more than giving money. African-Americans, Asian-Americans and Hispanic-Heritage-Americans are ready to take their place as major contributors in society, but many organizations do not yet know how to effectively engage their interest. By understanding giving traditions among these emergent charitable groups you will be able to promote the most appropriate giving vehicles, know how to assess and revise your engagement strategies to welcome non-traditional donors into your donor ranks and how to use the right recognition vehicles that will empower these up-and-coming philanthropists.
Industry articles and this presentation conceived, researched, written and delivered by Katherine Swank, J.D., 2010.
The Collaborative Nonprofit: Building better relationships between fundraisin...Abila
Fundraising and finance departments are critical to leading the growth and success of nonprofit organizations. Yet, nearly 55 percent of fundraising and 45 percent of finance professionals believe their departments are not at all or only “somewhat” collaborative with each other. Abila surveyed both nonprofit finance and fundraising professionals to better understand the collaborative nature of the two departments, and the biggest challenges they face when working together. Based on the study findings, we dive into strategies for improving cross-departmental collaboration including demystifying commonly misunderstood jargon, management strategies to empower emerging leaders, and new opportunities for information sharing.
Full study: www.abila.com/CollaborationStudy
Speakers:
Rich Dietz, Director of Fundraising Strategy
Erika May McNichol, Director of Product Marketing
This presentation focuses on how women's control of North American wealth is changing the way that money is flowing into the financial and philanthropic sectors.
National Coalition of Girls' Schools Global Forum Presentation Graham-Pelton...Kathleen Ault
On February 8, 2016, Elizabeth Zeigler (President, Graham-Pelton Consulting), Louise Peterson (Director of Development, The Madeira School), and Anne Bryan Faircloth (Alumna, The Madeira School) present "Inspiring Million Dollar Giving from Women: Real Data, Real Results, Unreal Impact".
Women in Philanthropy: Insights and Trends You Can ApplyGraham-Pelton
Graham-Pelton's President, Elizabeth Zeigler, spoke at this year's CASE Europe Conference on Women in Philanthropy: Insights and Trends You Can Apply. In this era of “Lean In,” women are emerging boldly in the for-profit and non-profit sectors – including as campaign volunteer leaders and lead donors. Major gift fundraisers will benefit from current data about women and their philanthropy in order to develop sound engagement and solicitation strategies. We will provide an analysis of women making 1M+ gifts, spotlight trends that will affect the future, and share actionable insights.
Better understand what drives women’s purchase decisions and how this can impact your marketing.
Learn how to attract, retain and get more business from women by the type of questions you ask.
Translate this understanding into products and services geared towards women’s aspirations and priorities.
Discover if you are maximizing your opportunity to get in front of women.
Use Great Lakes Credit Union’s “Chicks, Cars and Cupcakes” ladies-only event as a template for your own outreach to women.
Ethnic groups have their own societal and philanthropic objectives and they are not always comparable to those of our traditional donors. Philanthropy means more than giving money. African-Americans, Asian-Americans and Hispanic-Heritage-Americans are ready to take their place as major contributors in society, but many organizations do not yet know how to effectively engage their interest. By understanding giving traditions among these emergent charitable groups you will be able to promote the most appropriate giving vehicles, know how to assess and revise your engagement strategies to welcome non-traditional donors into your donor ranks and how to use the right recognition vehicles that will empower these up-and-coming philanthropists.
Industry articles and this presentation conceived, researched, written and delivered by Katherine Swank, J.D., 2010.
The Collaborative Nonprofit: Building better relationships between fundraisin...Abila
Fundraising and finance departments are critical to leading the growth and success of nonprofit organizations. Yet, nearly 55 percent of fundraising and 45 percent of finance professionals believe their departments are not at all or only “somewhat” collaborative with each other. Abila surveyed both nonprofit finance and fundraising professionals to better understand the collaborative nature of the two departments, and the biggest challenges they face when working together. Based on the study findings, we dive into strategies for improving cross-departmental collaboration including demystifying commonly misunderstood jargon, management strategies to empower emerging leaders, and new opportunities for information sharing.
Full study: www.abila.com/CollaborationStudy
Speakers:
Rich Dietz, Director of Fundraising Strategy
Erika May McNichol, Director of Product Marketing
How to Identify and Pull From Your Philanthropic Bench: Tapping Into Gen Y & ...Bloomerang
https://bloomerang.co/resources/webinars/
Dominique Calixte will equip you with the knowledge and resources to include Millennials and Gen Z in your fundraising strategy successfully.
This presentation will highlight statistics for security and fraud of non-profit organizations. The webinar will also involve reviewing two non-profit case studies and the best practices that would have prevented a fraud or data breach event from occurring. We will look into how you protect your most valuable assets (employees, donors, the people you serve, etc.) and what it is that you have that fraudsters want. The webinar will give you information that you can use to start protecting your organization immediately.
This is the slide deck from the December meeting of Empowered PhXX. During the meeting we defined what Empowered PhXX is, our efforts to date and why we gathered to talk about creating an overall message.
Meet the next generation of philanthropists revolutionizing the world of charitable giving.
In a new series of articles from The EIU, sponsored by Fidelity Charitable, we introduce the entrepreneurs, financiers, and heirs donating their money, time and talent to charitable causes.
As we prepare for the largest transfer of intergenerational wealth in history, find out more about how these fresh faces will shape the future of philanthropy.
The Art and Science of Effective Gift Acknowledgements (DonorSearch Flash Class)Bloomerang
https://bloomerang.co/resources/speaking/
We all know that thanking donors is important, but how and when should we be thanking donors? How do different approaches to acknowledgements make people feel, and how does that impact future engagement?
In this session, we’ll explore the latest research into donor behavior and effective gift acknowledgements, with special attention given to the recent groundbreaking findings of Jen Shang and Adrian Sergeant. You’ll come away with practical takeaways to help you craft thank you’s that are both impactful and memorable!
We’ll cover:
The connection between thanking and retaining donors
What donors want out of the communications we send them
The ways in which surveys can play a role in thanking donors
The enlightening results of several gift acknowledgement experiments
If your nonprofit doesn’t have a solid outreach strategy to cultivate women donors and activists, your organization is missing out on huge opportunities to grow your advocacy and donor base. Why? Women account for 85% of all consumer purchases including everything from autos to health care to donating money to charity. In fact, women make contributions to twice as many charitable organizations as men do. Women also bring in half or more of the income in 55 percent of U.S. households. And Women ages 50 and older control a net worth of $19 trillion and own more than three-fourths of the nation’s financial wealth. Need more reasons to cultivate women? Women also volunteer much more than men do. Thirty-two percent of women, compared to just 25 percent of men, volunteer across every state, age group and education level. Join Allyson Kapin, Founding Partner of Rad Campaign and Women Who Tech, Jocelyn Harmon of Care2 and Wendy Harman of the American Red Cross for this exciting panel. During the session these seasoned marketers and nonprofit campaigners will give you the low down on:
· how powerful and important women are to the vitality of nonprofits including hard data that you can take back to the office and share with others.
· how to reach women across multiple channels ranging from direct mail to social media
· how to plan a multi-channel campaign to successfully reach women.
Secrets of the 2nd Gift (AFP Collier-Lee 2019)Bloomerang
https://bloomerang.co/resources/speaking/
Fundraisers spend a lot of time acquiring new donors, and with good cause. However, in order to create a long-lasting relationship, the most critical gift isn’t the first; it’s the second.
In this session, nonprofit technology veteran Jay Love will make the case for why donors should concentrate on acquiring a donor’s second gift in order to achieve sustainable funding, high donor retention rates and high donor lifetime values.
You’ll see examples that can be implemented by any organization, whether you are a one-person shop or a large development department. The results can be astounding when put into daily use!
Learning Outcomes:
Explore current research on donor loyalty and retention
Understand the importance of donor lifetime value
Learn new donor communications techniques that get the second gift
Finding the Bright Spots Women and Capitallaunchangels
How Women Are Succeeding with Crowdfunding, Angel Investing and Venture Capital
Join women interested in making the best possible use of their capital while investing in women-led businesses. Our lively, informative event features a panel discussion on how women entrepreneurs and investors are finding the “bright spots” in equity.
Major Gift Fundraising for Small Shops (AFP Collier-Lee 2019)Bloomerang
https://bloomerang.co/resources/speaking/
Major gift philanthropy plays a highly significant role in the nonprofit sector worldwide. But what are the indicators small shops should focus on for the long-term health of their major gifts program?
In this session, we will dive into the groundbreaking research on major gift fundraising conducted by Adrian Sargeant PhD – Professor of Fundraising and Director at the Centre for Sustainable Philanthropy Plymouth Business School – and leading fundraising expert Amy Eisenstein, ACFRE.
This research contains survey data collected from hundreds of nonprofits, and illuminates their experience with major gifts. No matter the size of your organization, you will come away with additional insights.
Learning Outcomes:
Discover how your major gift efforts compare with other nonprofits
Learn the critical success factors that lead to major gift success
Uncover 10 key recommendations for how revenue from major gift donors might best be developed
Best Practice Solutions for Recurring Donor Acquisition MysteriesBloomerang
https://bloomerang.co/resources/webinars/
Erica Waasdorp will show you how important recurring giving has become and how best to bring them in. With minimal time and effort but with the large focus these sustainable recurring donors deserve.
What Women Want: Understanding Women’s Philanthropic ObjectivesKatherine Swank
Women, as a group, are increasingly impacting fundraising efforts in the U.S.; however, their philanthropic objectives can differ significantly from men’s. Women tend to focus on specific sectors and want greater accountability for their gifts. On the whole, women want to create new solutions, seek more contact and control, and want to be kept informed of the results from their giving. Many also seek social networks within the organizations that interest them. If women are among your majority donors, you may need to change the way you speak with them and start listening for their direction.
Original white paper and presentation conceived, researched, written and delivered by Katherine Swank, J.D., 2009 and 2010.
National Coalition of Girls' Schools Global Forum Presentation Graham-Pelton...Kathleen Ault
On February 8, 2016, Elizabeth Zeigler (President, Graham-Pelton Consulting), Louise Peterson (Director of Development, The Madeira School), and Anne Bryan Faircloth (Alumna, The Madeira School) present on "Inspiring Million Dollar Giving from Women: Real Data, Real Results, Unreal Impact."
Hilary Pearson, President of Philanthropic Foundations Canada (PFC) presents on Women and Philanthropy in Canada at CGAP's Female Futures of Philanthropy event.
How to Identify and Pull From Your Philanthropic Bench: Tapping Into Gen Y & ...Bloomerang
https://bloomerang.co/resources/webinars/
Dominique Calixte will equip you with the knowledge and resources to include Millennials and Gen Z in your fundraising strategy successfully.
This presentation will highlight statistics for security and fraud of non-profit organizations. The webinar will also involve reviewing two non-profit case studies and the best practices that would have prevented a fraud or data breach event from occurring. We will look into how you protect your most valuable assets (employees, donors, the people you serve, etc.) and what it is that you have that fraudsters want. The webinar will give you information that you can use to start protecting your organization immediately.
This is the slide deck from the December meeting of Empowered PhXX. During the meeting we defined what Empowered PhXX is, our efforts to date and why we gathered to talk about creating an overall message.
Meet the next generation of philanthropists revolutionizing the world of charitable giving.
In a new series of articles from The EIU, sponsored by Fidelity Charitable, we introduce the entrepreneurs, financiers, and heirs donating their money, time and talent to charitable causes.
As we prepare for the largest transfer of intergenerational wealth in history, find out more about how these fresh faces will shape the future of philanthropy.
The Art and Science of Effective Gift Acknowledgements (DonorSearch Flash Class)Bloomerang
https://bloomerang.co/resources/speaking/
We all know that thanking donors is important, but how and when should we be thanking donors? How do different approaches to acknowledgements make people feel, and how does that impact future engagement?
In this session, we’ll explore the latest research into donor behavior and effective gift acknowledgements, with special attention given to the recent groundbreaking findings of Jen Shang and Adrian Sergeant. You’ll come away with practical takeaways to help you craft thank you’s that are both impactful and memorable!
We’ll cover:
The connection between thanking and retaining donors
What donors want out of the communications we send them
The ways in which surveys can play a role in thanking donors
The enlightening results of several gift acknowledgement experiments
If your nonprofit doesn’t have a solid outreach strategy to cultivate women donors and activists, your organization is missing out on huge opportunities to grow your advocacy and donor base. Why? Women account for 85% of all consumer purchases including everything from autos to health care to donating money to charity. In fact, women make contributions to twice as many charitable organizations as men do. Women also bring in half or more of the income in 55 percent of U.S. households. And Women ages 50 and older control a net worth of $19 trillion and own more than three-fourths of the nation’s financial wealth. Need more reasons to cultivate women? Women also volunteer much more than men do. Thirty-two percent of women, compared to just 25 percent of men, volunteer across every state, age group and education level. Join Allyson Kapin, Founding Partner of Rad Campaign and Women Who Tech, Jocelyn Harmon of Care2 and Wendy Harman of the American Red Cross for this exciting panel. During the session these seasoned marketers and nonprofit campaigners will give you the low down on:
· how powerful and important women are to the vitality of nonprofits including hard data that you can take back to the office and share with others.
· how to reach women across multiple channels ranging from direct mail to social media
· how to plan a multi-channel campaign to successfully reach women.
Secrets of the 2nd Gift (AFP Collier-Lee 2019)Bloomerang
https://bloomerang.co/resources/speaking/
Fundraisers spend a lot of time acquiring new donors, and with good cause. However, in order to create a long-lasting relationship, the most critical gift isn’t the first; it’s the second.
In this session, nonprofit technology veteran Jay Love will make the case for why donors should concentrate on acquiring a donor’s second gift in order to achieve sustainable funding, high donor retention rates and high donor lifetime values.
You’ll see examples that can be implemented by any organization, whether you are a one-person shop or a large development department. The results can be astounding when put into daily use!
Learning Outcomes:
Explore current research on donor loyalty and retention
Understand the importance of donor lifetime value
Learn new donor communications techniques that get the second gift
Finding the Bright Spots Women and Capitallaunchangels
How Women Are Succeeding with Crowdfunding, Angel Investing and Venture Capital
Join women interested in making the best possible use of their capital while investing in women-led businesses. Our lively, informative event features a panel discussion on how women entrepreneurs and investors are finding the “bright spots” in equity.
Major Gift Fundraising for Small Shops (AFP Collier-Lee 2019)Bloomerang
https://bloomerang.co/resources/speaking/
Major gift philanthropy plays a highly significant role in the nonprofit sector worldwide. But what are the indicators small shops should focus on for the long-term health of their major gifts program?
In this session, we will dive into the groundbreaking research on major gift fundraising conducted by Adrian Sargeant PhD – Professor of Fundraising and Director at the Centre for Sustainable Philanthropy Plymouth Business School – and leading fundraising expert Amy Eisenstein, ACFRE.
This research contains survey data collected from hundreds of nonprofits, and illuminates their experience with major gifts. No matter the size of your organization, you will come away with additional insights.
Learning Outcomes:
Discover how your major gift efforts compare with other nonprofits
Learn the critical success factors that lead to major gift success
Uncover 10 key recommendations for how revenue from major gift donors might best be developed
Best Practice Solutions for Recurring Donor Acquisition MysteriesBloomerang
https://bloomerang.co/resources/webinars/
Erica Waasdorp will show you how important recurring giving has become and how best to bring them in. With minimal time and effort but with the large focus these sustainable recurring donors deserve.
What Women Want: Understanding Women’s Philanthropic ObjectivesKatherine Swank
Women, as a group, are increasingly impacting fundraising efforts in the U.S.; however, their philanthropic objectives can differ significantly from men’s. Women tend to focus on specific sectors and want greater accountability for their gifts. On the whole, women want to create new solutions, seek more contact and control, and want to be kept informed of the results from their giving. Many also seek social networks within the organizations that interest them. If women are among your majority donors, you may need to change the way you speak with them and start listening for their direction.
Original white paper and presentation conceived, researched, written and delivered by Katherine Swank, J.D., 2009 and 2010.
National Coalition of Girls' Schools Global Forum Presentation Graham-Pelton...Kathleen Ault
On February 8, 2016, Elizabeth Zeigler (President, Graham-Pelton Consulting), Louise Peterson (Director of Development, The Madeira School), and Anne Bryan Faircloth (Alumna, The Madeira School) present on "Inspiring Million Dollar Giving from Women: Real Data, Real Results, Unreal Impact."
Hilary Pearson, President of Philanthropic Foundations Canada (PFC) presents on Women and Philanthropy in Canada at CGAP's Female Futures of Philanthropy event.
When you share your resources with causes you are passionate about, you are more connected to your community and the world. Donors to charitable organizations are not all wealthy. Eight-six percent of adults in the U.S. identify themselves as donors.
Academy of Philanthropy workshop on “Women in Philanthropy: Why Women” in Septemmber 2013. Professor Jenny Harrow presented an overview of the landscapes of women-led philanthropy, contrasting the theme of women’s empathy and understanding (“getting the philanthropy idea more quickly and with more effect”) with the theme of women’s power and the case for “here come the girls!”.
Strengthening Rural Organizations through Grassroots Fundraising ruralxchange
A webinar sponsored by the National Alliance for Rural Policy, featuring:
Diana Tellefson Torres, Executive Director of the United
Farm Workers (UFW) Foundation
Adriana Rocha, Board Chair of Grassroots Institute for
Fundraising Training (GIFT) and the Practice Director for
CompassPoint Nonprofit Services.
Ryan Li Dahlstrom, Movement Building Director, GIFT
Societal demographics are shifting: women are amassing and controlling greater personal wealth. Financial Advisors as well as nonprofits need to recognize this shift and understand how women approach wealth management and philanthropy.
To be a donor-centric fundraiser requires an understanding of how donors make decisions. If you know what encourages/discourages giving, you can hugely influence donor choices. Fundraising psychology is an emerging field, based on groundbreaking research from Robert Cialdini, Daniel Kahneman and others.
Claire Axelrad will share some of her favorite “tricks” to help you connect with triggers most likely to influence would-be donors to say “yes” to your fundraising offers. They’re not manipulations; just smart, research-based tools you could be using to improve messaging and calls to action.
Women and Giving: Meaningful Approaches and StewardshipBloomerang
https://bloomerang.co/resources/webinars/
Women and men make their giving decisions differently. Judith Smith, CFRE will cover research regarding women and philanthropy and how it might apply to our work.
Learn how some of the world's most inspiring women are using their growing economic power to create success in meaning in their lives while building a better world
What Drives Giving: The Heart or Brain: Major Gifts, Planned Gifts & Donor Retention was presented at the 2023 Nonprofit Academy in St Mary's PA and focuses on the power the heart plays in Major Gifts and Planned Giving through conducted research and the personal experience of Gary Bukowski in his fundraising effort to make a difference in Higher Education, with Intellectually Challenged Individuals and most recently at Sarah A Reed Children's Center with children with behavioral challenges. Six donor case studies are reviewed. Recent research is used from the recent book The Embodied Mind by Thomas Verny MD and recent fundraising research. Plus, the author has provided a plethora of resources for the fundraising professional to help them in developing a major gift and planned giving program or enhance their present efforts.
Finding your passion for service is an integral part in creating a fulfilling personal and professional life. “Service for the Soul” is an initiative started by Kimberly Sawyer, former Miss Wisconsin 2010, and current Manager of Analytical Services at Breakthrough®Fuel in Green Bay, WI. Along with serving as an advocate and spokesperson for multiple non-profit organizations, she dedicated her year of service as Miss Wisconsin to help others become life-long volunteers.
This presentation will inspire you to serve, to bring others along for the ride, and to incorporate it into your work environment as well. Volunteering not only benefits those you serve but it greatly benefits your personal health and overall well-being, your professional networking capabilities, and allows you to create a positive impact within your community. The key is to find a type of service that fits your schedule, matches your passions and goals as a volunteer, and makes you excited about giving back.
PUT THE POWER IN HER HANDS: A Communications Toolkit on Reproductive Health, ...Women's Funding Network
This toolkit was created in response to the overwhelming, unmet need of women’s funds and nonprofit organizations for a guide to communications based on examples from Africa. This toolkit is a communications guide meant to help you drive donations, increase donor base, and engage more community members in the work of reproductive health, rights, and justice. While the landscape of reproductive health, rights, and justice work in Africa is unique to each region, two case studies are highlighted for their relevance to the continent.
Major Gift Fundraising on a Shoestring BudgetBloomerang
https://bloomerang.co/resources/webinars/
Claire Axelrad, J.D., CFRE will show you where to begin (even if your budget isn’t huge), which prospects to prioritize, how to develop and manage a major donor pipeline and cultivation plan, and how to get and stay organized so you reach your goals.
Similar to AFP Westchester NPD 2013 Tips for Soliciting Planned Gifts from Women Margaret M. Holman (20)
2014 NPD Develop and Maintain an Engaged Nonprofit Board of DirectorsJoseph Ferraro, CFRE
Develop and Maintain an Engaged Nonprofit Board of Directors
Jennifer Flowers - Accredidation Guru, Inc.
Do you want a board that is more engaged and active? Having a well-functioning, cohesive Board of Directors is crucial for supporting your organization's financial stability and the fulfillment of your mission. This course explores how to recruit, maintain and engage a governing body that promotes a solid, effective and successful nonprofit organization.
Learning Objectives/Takeaways:
• Gain a deeper understanding of Board management and leadership
• Learn about Board roles and responsibilities
• Be aware of how to recruit and engage an active and knowledgeable Board
• Discuss key motivation techniques related to fiscal responsibility and fundraising
2014 NPD There’s Gold in Them Thar Hills: Applying for-profit thinking to boo...Joseph Ferraro, CFRE
There’s Gold in Them Thar Hills: Applying for-profit thinking to boost sponsorship and other revenue sources Marjorie French Greylock Associates, LLC
"There’s Gold in Them Thar Hills"
Applying for-profit thinking to boost sponsorship and other revenue sources
Marjorie French - Greylock Associates, LLC
Funding and revenue growth are time-consuming and require precious administrative resources. Thieving and doctoring for-profit business practices can mine financial rewards for nonprofits. As COO of a nonprofit membership organization, Margie French co-led a doubling of revenue in a five-year period. Some of the key factors that contributed to this growth were thinking of potential sponsors as B2B customers, understanding the “food chain” of sponsorship, and pricing trade-off analyses. In this session, Margie will discuss how ROI decision making, historical event analyses and other tools of for-profits can increase revenue and capacity so organizations can increase mission impact.
Learning Objectives/Takeaways:
To demonstrate to nonprofit managers that by analyzing, customizing and institutionalizing the tools of for-profits they can generate incremental income.
LEARNING OBJECTIVES/TAKEAWAYS:
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2014 NPD The 5 Essential Stories Fundraisers Should Be Sharing on Social MediaJoseph Ferraro, CFRE
The 5 Essential Stories Fundraisers Should Be Sharing on Social Media Kalynn Amadio Ikalynn, Inc.
Fundraising through social media is becoming more common because people feel good about giving, and giving online is easy. Story is the heart of your message and social media really values stories. What stories resonate with donors? There are 5 essential stories fundraising professionals and non-profits should be sharing on social media to drive engagement and grow the donor base. get these 5 stories right and you will strengthen donor relationships, create emotional connections that keep current supporters engaged and prospective supporters wanting to learn more about your cause.
LEARNING OBJECTIVES/TAKEAWAYS:
• Identify and understand the 5 essential stories to share • Identify 5 powerful ways to share these stories • How to make your fundraising efforts more social to improve social media ROI (return on investment)
2014 NPD Best practices in merging social media and nonprofit marketingJoseph Ferraro, CFRE
Best practices in merging social media and nonprofit marketing Marc W. Halpert connect2collaborate.com
Maria Semple
The Prospect Finder, LLC
Too many workshops give you plain vanilla information on social media. This one is different. It’s geared to truly help social media practitioners. Two social media experts will offer their views on best practices in merging the branding of your organization to the proper social media platforms. Case studies will add to the impact and show you ways to boost your reach. From a concentration on LinkedIn and email marketing, the speakers will show you how to connect and collaborate with your donors.
Many nonprofits wonder how they can use their time and resources effectively to engage more people. Adding and managing new social media channels takes concerted efforts, especially if you want to leverage their email communications to grow your base. We’ll provide you with some nuts and bolts ideas you can begin to implement immediately. AND, we’ll show you some simple time management strategies.
LEARNING OBJECTIVES/TAKEAWAYS:
Best practices for online marketing by intertwining both email marketing and social media for maximum impact on branding, volunteer recruitment and fundraising.
2014 NPD Best practices in merging social media and nonprofit marketingJoseph Ferraro, CFRE
Best practices in merging social media and nonprofit marketing Marc W. Halpert connect2collaborate.com
Maria Semple
The Prospect Finder, LLC
Too many workshops give you plain vanilla information on social media. This one is different. It’s geared to truly help social media practitioners. Two social media experts will offer their views on best practices in merging the branding of your organization to the proper social media platforms. Case studies will add to the impact and show you ways to boost your reach. From a concentration on LinkedIn and email marketing, the speakers will show you how to connect and collaborate with your donors.
Many nonprofits wonder how they can use their time and resources effectively to engage more people. Adding and managing new social media channels takes concerted efforts, especially if you want to leverage their email communications to grow your base. We’ll provide you with some nuts and bolts ideas you can begin to implement immediately. AND, we’ll show you some simple time management strategies.
LEARNING OBJECTIVES/TAKEAWAYS:
Best practices for online marketing by intertwining both email marketing and social media for maximum impact on branding, volunteer recruitment and fundraising.
2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s worki...Joseph Ferraro, CFRE
What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today. Lisa Greco, Guideposts Luke Vander Linden, Academy of Management Joseph Ferraro, CFRE, PULSE Marketing, Development & Communications [PULSE-MDC]
In this fast-paced, must-attend session, you will hear from industry experts on what’s working now in direct marketing fundraising. You’ll ␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣ From creative to lists to data and social networking - you’re guaranteed to learn instantly implementable strategies when you get back to ␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣
LEARNING OBJECTIVES/TAKEAWAYS:
• Improve results through creative design techniques • Write effective copy that will inspire people to give • Properly acknowledge generosity • What is Donor-Focused and Relationship-Centric
• Avoid Bow Tie and Giant Check resentment • Upgrade your donors to maximize their value
AFP Westchester NPD 2013 Keynote Ken Berger The Battle for the Future of the ...Joseph Ferraro, CFRE
Ken Berger, President & CEO of Charity Navigator, will discuss why he believes we are at a critical crossroads in the Nonprofit Sector. He will review current challenges facing the sector and the forces that he believes are aligned against each other in a battle that will determine the sector's future. He will also provide the outlines for his vision for how the battle can be won so the nonprofit sector can be doing its utmost to help the greatest number of people and communities in the most meaningful and lasting way.
AFP Westchester NPD 2013 Eyes on the Dashboard: Performance Metrics for Grant...Joseph Ferraro, CFRE
Foundation giving has held steady with little growth in recent years. How is foundation philanthropy evolving and what is are the most important ways we can garner support and sustain relationships in a new, volatile and changing environment? Look at several indicators that will help you plan your work, work your plan and define success metrics for your grant-seeking efforts.
LEARNING OBJECTIVES/TAKEAWAYS:
Share trends about recent foundation giving; Using these trends, define emerging performance measures for fundraisers. Define the meaning of a successful relationship with Board members; Review the principles of effective Board Development and building successful relationships; Identify tools and techniques to build a formal strategy around Board relationship building; Discuss tools for engaging your Board in your development efforts; Discuss how to initiate change.
Are your Board members effective community advocates? Are they engaged as donors, connectors and collaborators? This presentation will cover best practices and keys to success for building fulfilling and productive relationships with the individuals on your Board.
LEARNING OBJECTIVES/TAKEAWAYS:
Define the meaning of a successful relationship with Board members; Review the principles of effective Board Development and building successful relationships; Identify tools and techniques to build a formal strategy around Board relationship building; Discuss tools for engaging your Board in your development efforts; Discuss how to initiate change.
AFP Westchester NPD 2013 Email and Beyond Bob Wesolowski/Sean Kehoe Joseph Ferraro, CFRE
Bob Wesolowski - Caring Habits, Inc.
Sean Kehoe - Trinity Direct
Email gives you a new ability to engage donors and receive instant feedback. More than any other fundraising tool you have the ability to track every response. The first half of the program takes you through the steps necessary to develop a successful program including typical costs, building your address file, scheduling blast and the planning different types of emails. The second half looks at results, including opens, clicks and forwards. What does it all mean? Most important, we’ll look at donations and discuss several easy methods for updating donor records.
LEARNING OBJECTIVES/TAKEAWAYS:
Beginners will walk out of this session with a thorough understanding of the topic and the ability to at least start asking the right questions about implementing or understanding a program. Intermediate level participants will be introduced to techniques that will allow them to take their program to a higher level.
Kelly Albanese CCS
Joseph Ferraro, CFRE
PULSE Marketing, Development & Communications [PULSE-MDC]
Strong communications build awareness for your organization and mission while also providing trust and credibility. In an age where transparency is more important than ever, and the competition for philanthropic support is fierce, regular communications and an open dialogue with supporters can positively impact an organization's bottom line. But, how can your organization create communications that not only reach your target audience, but also engages them? The key to transforming your communications into effective cultivation tools is to adopt a donor-centric model that demonstrates impact while also making the reader an important part of your organization’s narrative. This session will review the key principles of communication for fundraising; identify the latest tools and trends; and share best practices for turning constituents into impassioned advocates and donors for your organization.
LEARNING OBJECTIVES/TAKEAWAYS:
Session participants will:be reminded of the key principles of communication for fundraising; learn about the latest tools and trends being used today for fundraising communications; and discuss best practices for bringing constituents and donors closer to their organization with a strategic and thoughtful communications plan for fundraising.
AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fun...Joseph Ferraro, CFRE
Event fundraisers are challenged to keep pace with best practices in the use of digital media and to adopt an integrated strategy into their event communications. This presentation guides attendees to identify target audiences, develop time-sensitive messages and plan a comprehensive media strategy to maximize engagement in their events. The session includes an overview of available media, from printed matter to websites/pages, emails, social media and mobile. It introduces the concept of “drip marketing,” engaging the reader with increasingly interesting and urgent messages over the pre and post event timeframe. Finally, the session demonstrates a “flow-charting” technique, where each message is scheduled on a calendar, indicating which medium will be used and with what frequency to achieve an ideal “media mix.” It shows how outreach for multiple events can be planned in advance to allow busy event fundraisers to maintain activity on all messaging despite intervening deadlines and other priorities.
LEARNING OBJECTIVES/TAKEAWAYS:
To create an awareness of the need for a marketing/media strategy for special events that goes beyond the dated “save the date” postcard, sponsor letter and event invitation model; To stimulate the thought process of planning unique, time-sensitive messages to different demographic groups for various events; To encourage attendees to chart out and follow a year-round, multi-media strategy to keep concurrent messaging in front of their prospects for multiple events.
AFP Westchester NPD 2013 Asking Styles: A Breakthrough for the Field Brian SaberJoseph Ferraro, CFRE
There isn’t one right way to ask for a gift. By asking in a way that suits your Asking Style, you can be more comfortable and more effective as an asker. Throughout the asking process, from selecting one’s prospects to making the ask and following up, using your Asking Style will help you unleash your full asking potential. Join Brian Saber as he presents this powerful new concept in the field, which has been developed by him and his cofounder, Andrea Kihlstedt, through his company, Asking Matters.
LEARNING OBJECTIVES/TAKEAWAYS:
Understand your Asking Style and how to apply it; Feel more comfortable and more confident as an asker; Know how to better support other askers in your organization.
Builder.ai Founder Sachin Dev Duggal's Strategic Approach to Create an Innova...Ramesh Iyer
In today's fast-changing business world, Companies that adapt and embrace new ideas often need help to keep up with the competition. However, fostering a culture of innovation takes much work. It takes vision, leadership and willingness to take risks in the right proportion. Sachin Dev Duggal, co-founder of Builder.ai, has perfected the art of this balance, creating a company culture where creativity and growth are nurtured at each stage.
Accelerate your Kubernetes clusters with Varnish CachingThijs Feryn
A presentation about the usage and availability of Varnish on Kubernetes. This talk explores the capabilities of Varnish caching and shows how to use the Varnish Helm chart to deploy it to Kubernetes.
This presentation was delivered at K8SUG Singapore. See https://feryn.eu/presentations/accelerate-your-kubernetes-clusters-with-varnish-caching-k8sug-singapore-28-2024 for more details.
The Art of the Pitch: WordPress Relationships and SalesLaura Byrne
Clients don’t know what they don’t know. What web solutions are right for them? How does WordPress come into the picture? How do you make sure you understand scope and timeline? What do you do if sometime changes?
All these questions and more will be explored as we talk about matching clients’ needs with what your agency offers without pulling teeth or pulling your hair out. Practical tips, and strategies for successful relationship building that leads to closing the deal.
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024Albert Hoitingh
In this session I delve into the encryption technology used in Microsoft 365 and Microsoft Purview. Including the concepts of Customer Key and Double Key Encryption.
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
Connector Corner: Automate dynamic content and events by pushing a buttonDianaGray10
Here is something new! In our next Connector Corner webinar, we will demonstrate how you can use a single workflow to:
Create a campaign using Mailchimp with merge tags/fields
Send an interactive Slack channel message (using buttons)
Have the message received by managers and peers along with a test email for review
But there’s more:
In a second workflow supporting the same use case, you’ll see:
Your campaign sent to target colleagues for approval
If the “Approve” button is clicked, a Jira/Zendesk ticket is created for the marketing design team
But—if the “Reject” button is pushed, colleagues will be alerted via Slack message
Join us to learn more about this new, human-in-the-loop capability, brought to you by Integration Service connectors.
And...
Speakers:
Akshay Agnihotri, Product Manager
Charlie Greenberg, Host
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
- A fully editable and extendable library for grid component modelling;
- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
- For advanced developers: master the skills to efficiently apply PowSyBl functionalities to your real-world scenarios.
UiPath Test Automation using UiPath Test Suite series, part 4DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 4. In this session, we will cover Test Manager overview along with SAP heatmap.
The UiPath Test Manager overview with SAP heatmap webinar offers a concise yet comprehensive exploration of the role of a Test Manager within SAP environments, coupled with the utilization of heatmaps for effective testing strategies.
Participants will gain insights into the responsibilities, challenges, and best practices associated with test management in SAP projects. Additionally, the webinar delves into the significance of heatmaps as a visual aid for identifying testing priorities, areas of risk, and resource allocation within SAP landscapes. Through this session, attendees can expect to enhance their understanding of test management principles while learning practical approaches to optimize testing processes in SAP environments using heatmap visualization techniques
What will you get from this session?
1. Insights into SAP testing best practices
2. Heatmap utilization for testing
3. Optimization of testing processes
4. Demo
Topics covered:
Execution from the test manager
Orchestrator execution result
Defect reporting
SAP heatmap example with demo
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
UiPath Test Automation using UiPath Test Suite series, part 4
AFP Westchester NPD 2013 Tips for Soliciting Planned Gifts from Women Margaret M. Holman
1. TIPS FOR SOLICITING PLANNED
GIFTS FROM WOMEN
Presented to the AFP Westchester
National Philanthropy Day
November 7, 2013
Margaret M. Holman, President
2. Holman Consulting
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The Economic Power of Women
Women are building
wealth
59% The growth in the number
of women-owned businesses
since 1997
41% The rise in the number of
businesses overall
29% The share of businesses
owned by women
$1.3-trillion The estimated
amount of revenue generated
by women-owned businesses
Women are breadwinners
40% of households with
children under 18 include a
female who is the primary wage
earner
37% of those are married
women who earn more than
their husbands
$80,000 is the median income
for households with children
where wives earn more than
their husbands
$57,100 is the median income
for all households with children
Source: The Chronicle of Philanthropy, Section B, “Tomorrow’s Donors,” August 15, 2013
3. Holman Consulting
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The Economic Power of Women
Nearly half of the top
wealth-holders in the
U.S. are women,
including more that
three-million women
with annual incomes
greater than
$550,000.
Source: “Fem-anthropy: Women’s Philanthropic Giving Patterns and Objectives”, Advancing Philanthropy,
March-April 2010; Chronicle of Philanthropy “Fundraising and the Female Donor”, September 2013
Holman Consulting, Inc.
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4. Holman Consulting
4
The Economic Power of Women
• Women own 43% of
stock portfolios with
values over $500,000
• Women own 45% of
investments in other
markets
• Women own a majority
of all stocks traded on
the NY Stock
Exchange
Source: Jewish Federations of North America, National Women’s Philanthropy: Philanthropic Profile, July 2011
Holman Consulting, Inc.
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5. Holman Consulting
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The Economic Power of Women
• Women will inherit 70% of the intergenerational wealth in
the next 50years.
• Many women will inherit twice – from their parents and
then from their husbands.
Source: “Fem-anthropy: Women’s Philanthropic Giving Patterns and Objectives”, Advancing Philanthropy,
March-April 2010; Chronicle of Philanthropy “Fundraising and the Female Donor”, September 2013
6. Holman Consulting
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The Economic Power of Women
• The average planned gift from women ranges from
$30,000 to $80,000.
• Of those with the biggest estates ($5-million+), nearly half
of them leave a charitable bequest. Only a third of
wealthy men do.
Source: “Fem-anthropy: Women’s Philanthropic Giving Patterns and Objectives”, Advancing Philanthropy,
March-April 2010; Chronicle of Philanthropy “Fundraising and the Female Donor”, September 2013
7. Holman Consulting
Women Bequest Donors
Lady Mowlson, Ann Radcliffe’s will to establish Harvard’s first endowed
scholarship on May 9, 1643
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Holman Consulting
Recent Women Bequest Donors
• Muriel Block, $160-million
to Yeshiva University &
Albert Einstein College of
Medicine
• Dorothy Clarke Patterson,
$225-million to a variety of
foundations
• Brooke Astor, $190-million
to a variety of charities
• Virginia Bernthal Toulmin
$87-million to colleges &
Universities
Holman Consulting, Inc.
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9. Holman Consulting
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Factors that Encourage Women’s Gifts
Create
Women want to
be a part of
creating new
programs &
outcomes
Celebrate
Important to
celebrate
women’s giving
impact
Commit
They may take
longer to make
a decision, but
they are loyal
Factors
for
Women
in Giving
Collaborate
Natural
networkers
and prefer to
connect with
others to
design
Change
Women want to
know their
involvement will
make a sustainable
difference
Connect
Important to
connect to the
human face of
their support
Source: Chronicle of Philanthropy Webinar
“Fundraising and the Female Donor”,
September 2013
10. Holman Consulting
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Barriers to Women’s Giving
• Difficulty in accepting the responsibility and
power associated with money.
• Women see themselves as peacekeepers and
collaborators.
• “Male bastions” discourage female giving.
• Desire for anonymity.
• Mrs. Russell Sage gave away $80 million by 1918.
• She said, “It’s ill mannered to call attention to one’s self.”
• Changing in today’s world.
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Holman Consulting
Barriers to Women’s Giving
• Fear of the future
• Absence of children or
grandchildren.
• The more they feel secure
about their financial future,
the more they bequeath to
charity.
• A study in 2006 found that
90% of a total of nearly 2,000
women who participated said
they felt somewhat or not at
all financially secure.
Source: The Allianz Women, Money & Power Study
released by the Allianz Life Insurance Company of
North America
Holman Consulting, Inc.
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12. Holman Consulting
Barriers to Women’s Giving
• Unfamiliarity with
financial matters
• Only 23% of women
felt “well prepared” to
make financial
decisions
• Offer financial
seminars for women
only
Source: Prudential Study: Women & 12
Money
12
13. Holman Consulting,
Barriers to Women’s Giving
• Lack of image as
philanthropists
• Women give smaller
gifts to more charities.
• A common pattern is to
give $100 annually and
leave a major bequest of
$100,000 or more.
Source: Bidding for Good
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Holman Consulting
Women as Planned Gift Donors
• Wally and Beaver
are all grown up
now.
• With Ward Clever
gone, most
institutions are
reaching out to June.
Holman Consulting, Inc.
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Holman Consulting
Developing a Gender Sensitive
Fundraising Program
• Segment this diverse
market
• Subdivide into age
categories
• Over 60: Women are
discovering the thrill of
giving.
• Use peer stories
• Subdued colors, graphics
and copy
• Larger typeface (at least 14
point)
Holman Consulting, Inc.
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Holman Consulting
Developing a Gender Sensitive
Fundraising Program
• Between 40 to 60
• Time of reevaluation
• Financial, retirement
and estate planning.
• Use more colorful,
crisper graphics.
Holman Consulting, Inc.
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17. 17
Holman Consulting
Developing a Gender Sensitive
Fundraising Program
• Focus on things
women care about:
• Children
• The Elderly
• Health care
• Education
• Animals
Holman Consulting, Inc.
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18. Holman Consulting
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Eight Ways to Enhance Awareness of the
Potential for Women’s Giving
1. Quantify women’s giving over the past five
years
•
•
Run reports to see the total number of gifts from
men and women; the total gift dollars from men and
women; the level of giving by men and women.
Organizations that do this are surprised by how
much women are already giving without any special
programs or expectations.
Source: Sondra C. Shaw & Martha A. Taylor
19. Holman Consulting
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Eight Ways to Enhance Awareness of the
Potential for Women’s Giving
2.
•
Review Donor Acknowledgement
Pay close attention to records and make sure you know which
partner in a marriage is the constituent, who was actually
solicited, who made the contribution, and how the donor
wishes to be acknowledged. It’s better to know than to guess.
Source: Sondra C. Shaw & Martha A. Taylor
20. Holman Consulting
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Eight Ways to Enhance Awareness of the
Potential for Women’s Giving
3. Examine Your Record-Keeping Methods and Gift
Coding
• Is your computer system gender-friendly? Can you credit spouses
individually as well as in couples?
4. Review Your SOP
• When you set up an appointment with a male prospect who is
married, do you ask if his wife will be there also?
• Important to establish a relationship with both partners – remember
women outlive their male counterparts by at least 7 years!
Source: Sondra C. Shaw & Martha A. Taylor
21. Holman Consulting
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Eight Ways to Enhance Awareness of the
Potential for Women’s Giving
5.
Research and publicize several large gifts made by
women.
•
Recognizing these gifts does two things:
•
•
Gives credit to the woman philanthropist
Encourages other women to do the same.
Source: Sondra C. Shaw & Martha A. Taylor
22. Holman Consulting
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Eight Ways to Enhance Awareness of the
Potential for Women’s Giving
6. Examine your boards and campaign leadership and
how members are recruited.
• Female prospects look carefully at board composition as an
indication of an institution’s commitment to gender equality.
7. Call on women and ask them to give.
•
•
Target women for 50% of your contacts.
If you don’t ask, you won’t get…
Source: Sondra C. Shaw & Martha A. Taylor
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Holman Consulting
Eight Ways to Enhance Awareness of the Potential
for Women’s Giving
8.
Apply female communication
methods when calling upon
women.
• Remember, women use language
differently than do men.
• Women use language to achieve
connections, while men use it to assert
their autonomy.
• Conversations with women are a way of
establishing rapport and negotiating
relationships.
• Men regard conversations primarily as a
means to preserve independence and
negotiate and maintain status in a
hierarchical social order.
Sources: Sondra C. Shaw & Martha A. Taylor; You Just Don’t Understand:
Men and Women in Conversation by Deborah Tannen
Holman Consulting, Inc.
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24. Holman Consulting
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Remember these Bequest Specific Motivations
• The lack of family need
• A desire to be
remembered
• A desire to limit the
amount to family
• A desire to make a
difference
• Reciprocation
• The need to manage
estate taxation
Source: The Center on Philanthropy at Indiana University
Study: Gender Differences in Giving Motivations for Bequest
Donors and Non-Donors, 11/09
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Holman Consulting
Smart Women and Money
“I am a marvelous
housekeeper.
Every time I leave a
man, I keep his
house.”
Zsa Zsa Gabor
Holman Consulting, Inc.
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Thank you!
330 Madison Avenue, 9th floor
New York, NY 10017
646-495-3240
www.holmanconsulting.com
Editor's Notes
In 1600 she was married to Thomas Moulson, an alderman and member of the Grocers' Company who served as Lord Mayor of London in 1634. They owned and operated an inn in London.[2] They had two children but both died young. Thomas Moulson died in 1638, leaving the customary half of his estate to his widow Anne. Ann had a head for business and managed her own business for the next twenty-three years. In addition to the inn, she loaned money and invested in import ventures. She was also active in the puritan cause, contributing toward hiring a puritan lecturer in her parish and giving generously to other charities.[3] In 1643 she donated some of her money to found the first endowed scholarship at Harvard. When in 1894 the women's annex to the university was chartered as a full college, it was given the name of Harvard's first female benefactor.
PNC study in 2006 found women reported they needed a median amount of $3.3 million to feel completely financially secure about the future.