Working with High Net Worth Donors and their Family Foundations

Working with High Net Worth Donors and their Family Foundations with Beth Ann Locke

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.

Question Preview:

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


We’re looking forward to having you join @Grant_Chat at 12 Noon ET. Join our Grantchat Facebook Group to get the check in question and to keep the discussion going!

Guests: Beth Ann Locke @FundraiserBeth

Sponsor: GrantHub @Grant_Hub

Host: Jo Miller, GPC @jomillergpc

Presented: SmartEGrants @smartegrants

©2018 #GrantChat - A Weekly TweetChat of Grant Writing Professionals

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