On August 2, 2024, The Helen Brown Group (HBG) announced that Melissa Bank Stepno was the firm's new owner, president and CEO. Helen Brown will stay on for a year as founder, to assist with the transition. This news offered the perfect opportunity to talk with Helen about her amazing role in our profession and her near-term plans.
With a major election on the horizon, the temptation to leverage FEC data as a prospect researcher is strong. After all, individuals who give generously to political campaigns might also have the capacity to support our causes. However, the use of FEC data for charitable fundraising presents significant ethical and legal challenges.
In the final installation of this article series exploring the origins of a common industry benchmark for major gift officer portfolio size, author Juliet Carpenter shares real-world examples of organizational portfolio targets.