A peek behind the curtain…

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If you have access to Inside Philanthropy, check out this recent article highlighting the role of Prospect Development!

What to know before you ask: Talking shop with a veteran prospect researcher

 

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Why one billionaire is calling out Silicon Valley’s favorite philanthropic loophole

Here is an interesting read to start your week.

Houstonians and noted philanthropists Laura and John Arnold and their take on donor advised funds.



Why one billionaire is calling out Silicon Valley’s favorite philanthropic loophole

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What does a million bucks feel like?

https://www.usatoday.com/story/money/2019/07/17/what-wealthy-its-not-necessarily-becoming-millionaire/1744408001/

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by | July 18, 2019 · 2:35 pm

Happy 4th of July! – Upcoming Events

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Happy 4th of July!

Due to the holiday our regular Apra email will go out next week, but save the date for a few events!

  • July 17th – Retaining Mega Donors Lunch and Learn
  • August 1st – Apra Texas (Greater Houston & North Texas Chapters) Happy Hour at Prospect Development in Phoenix

Have a safe and happy holiday!

-Apra Greater Houston board

 

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Throwback Thursday

Another Apra GH annual conference is in the books!

Thank you again to our sponsors, volunteers, presenters and most importantly attendees!  If you attended and haven’t completed your post-conference survey sent out on Tuesday, please do so.  We’d like to make the 2020 conference even bigger and better!

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A journalist’s take on taking a break…from Google.

“I am not nostalgic for an era of bank queues, closed shops and being lost. I am glad to be relieved of the obligation of social interaction just to access a bit of information, because people are not always helpful, patient or fun to talk to. But for all that Google has given us, we have paid a price: we’re well on our way to eliminating the element of surprise from our lives and, with it, joy.”

https://www.theguardian.com/technology/2019/apr/17/would-life-be-happier-without-google-i-spent-a-week-finding-out

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Take a peak at our annual conference speakers!

Still on the fence about attending our annual conference on May 23rd? Check out our amazing presenters!

 

Roslyn P. Clarke is the director of prospect research services, on the BWF Insight team. She manages all outsourced research projects, leads a team of researchers, conducts trainings, and provides prospect research counsel.

Before joining BWF Insight, Roslyn served as director of prospect research at Morehouse College and assistant director at Harvard University, where she was responsible for education and training for development research and specialized in the financial industry. At Harvard, Roslyn also lead research efforts for the principal gifts team and New York fundraising region while working to educate gift officers on wealth and philanthropic trends. Prior to Harvard, Roslyn worked at Brown University and Hebrew SeniorLife.

Roslyn is a seasoned conference speaker, frequent conference faculty member, and has conducted countless prospect research bootcamps. Over the years, she has presented for Apra, CASE, NEDRA, and AFP.

Elizabeth C. Hickman is the vice president at Thompson & Associates.  Elizabeth has over 35 years in the financial services world.  She brings significant trust and wealth management experience to the team. Her knowledge of family and estate-planning issues, wealth preservation and wealth transfer, added to her expertise in private foundations, charitable trusts and the needs of the nonprofit sector, enhance the team’s abilities to meet the needs of its clients. 

Active in the charitable community, Elizabeth has served on the boards of both local and national organizations, while serving on numerous professional advisors boards for Houston nonprofits.

She has taught at the Advanced Trust School of the Texas Bankers Association on subjects relating to charitable trusts and private foundations. She earned the Five Star Wealth Manager designation for seven consecutive years.

Elizabeth is a proud sixth generation Texan. She is married for over 20 years to Greg and currently lives in Houston. They are active in their church, where they have both served in various leadership positions. They enjoy using their gifts of hospitality with family, friends and strangers. They love to read, travel and are passionate about encouraging others to live generous lives.

Mike Pede, AVP for Alumni Relations at UH, enters his 10th year in service to UHAA. A 1989 graduate of UH’s Conrad N. Hilton College of Hotel and Restaurant Management, Mike and his wife, fellow UH graduate Melanie Stinson Pede (’91), are UHAA Life Members and the proud parents of daughters Kelsey (’17) and Krista (Class of ‘21) . Mike has served or currently serves on advisory boards for Bank of America and Liberty Mutual alumni affinity programs, and Council of Alumni Association Executives. He also has served CASE as Chair of the 2017 CASE IV Conference and as Programming Chair for the 2014 Conference in Houston. Also a member of the global CASE Commission on Alumni Relations. Mike also serves on committees at the Houston Livestock Show and Rodeo, Greater Houston Basketball Committee and the Texas Bowl. He is in his third term as Chair of the American Athletic Conference Alumni Council and is a past board member of the National Association of Collegiate Marketing Administrators.

Following graduation Mike served in several capacities at UH Athletics from 1989-1993, before serving 13 years as Assistant and Associate AD for Rice University. Beginning in 2006, Mike was in private business for three years and also extended his resume as VP of North American Music for LiveNation in Houston. Now Associate VP for Alumni Relations at UH, Mike has been leading UH alumni relations programs since rejoining his alma mater in 2010 with UHAA. In whatever time is left, he enjoys spending quality time with his family, golf and travel.

Mark Walcott is the Executive Director, Advancement Information Systems, Reporting, and Analytics at the University of Houston. Mark has over 9 years of experience in advancement services where he has transformed various aspects of Illinois State University, University of Houston, and University of California, Davis. His vision for the profession is to continue to find innovative ways to enhance the relationship between an organization and its donors, constituents, and friends.

Mark also serves on the board of directors for AASP.

Register here for the annual conference today!

 

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