This week on #grantchat Beth Ann Locke is joining us to discuss working with high net worth donors and their family foundations. Beth Ann Locke is the Director of Advancement at Simon Fraser University, Burnaby, BC, Canada.
Beth found her calling as a fundraiser in 1991 – she started in a 3-person, small fundraising office and have worked in almost every area of fundraising since then! She finds so much joy connecting donors to their dreams of a better world. In addition to working in higher ed, Beth serves on the board of AFP Vancouver chapter and is a member of the AFP Canada Foundation for Philanthropy. She is delighted to be with #GrantChat this week.
Q1: Do you work with high net worth donors and their foundations? Or perhaps in tandem with ED/fundraisers? #grantchat
Q2: What are the top two challenges you have working with family foundations? #grantchat
Q3: Does your city/ region have a grantmakers association that assists smaller family foundations? How do you leverage that? #grantchat
Q4: How many here work with high net worth donors (individuals with a net worth of $10+ million)? #grantchat
Q5: Working with high net worth donors means working with gatekeepers/ personal assistants. Share your favorite strategies! #grantchat
Q6: What data, transferable skills, expertise, and.or tools do you find useful with high net worth donors and other grantmakers? #grantchat
Q7: Do you enjoy working on proposals/ asks for wealthy donors? For you, how do they differ from proposals or grants? #grantchat
Q8: What causes you the most stress on these asks/proposals? Short time frames? Anxiety from colleagues? Something else? #grantchat
Q9: When collaborating with fundraisers or Executive Directors, how could they help you help them? #grantchat
Q10: What are some of your successes attracting or working with HNW donors or their foundation? #grantchat
Guests: Beth Ann Locke @FundraiserBeth