DRG Talent Advisory Group and Wickenden Associates have Joined Forces Effective August 1st, 2020

DRG Talent Advisory Group | September 15, 2020

DRG Talent Advisory Group, one of the leading talent consulting firms serving nonprofit organizations in the U.S., and Wickenden Associates, one of the nation’s top education-focused executive search firms, are pleased to announce that they have joined forces, effective August 1st, 2020. DRG Talent Advisory Group, founded in 1987, has brought best-in-class executive search services to nonprofits and foundations throughout the country for over 30 years. In recent years DRG expanded to become a full-service talent advisory firm, working with organizations to assess and transform structure, culture, governance, and compensation strategy and support professional and lay leaders through transition planning, talent and team assessments, professional development, and executive coaching.

Spotlight

In a year of uncertainty related to tax reform and volatility in the markets, Fidelity Charitable granted more than $5 billion to charity. The record-breaking results of 2018 were fueled by the collective generosity of more than 200,000 donors who remain actively engaged and enthusiastic about philanthropy despite rocky economic conditions. Stock market ups and downs were a defining force of 2018, culminating in the worst December market performance since the Great Depression.

Spotlight

In a year of uncertainty related to tax reform and volatility in the markets, Fidelity Charitable granted more than $5 billion to charity. The record-breaking results of 2018 were fueled by the collective generosity of more than 200,000 donors who remain actively engaged and enthusiastic about philanthropy despite rocky economic conditions. Stock market ups and downs were a defining force of 2018, culminating in the worst December market performance since the Great Depression.

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LifeLegacy and Plannedgiving.com Partner and Launch Legacy Planner for Nonprofits

LifeLegacy | July 22, 2022

LifeLegacy, a platform created to allow all Americans leave a legacy for their families and favorite charities, has announced a strategic partnership with PlannedGiving.com, one of the most trusted planned giving marketing and donor relations companies in the nonprofit sector. LifeLegacy's proprietary product platform, including online wills, life insurance, advanced directives, power of attorney and more will now be available to thousands of PlannedGiving.com's clients through its LegacyPlanner suite. The partnership is focused on allowing everyone, no matter their means, to leave the world a better place. "LifeLegacy and PlannedGiving.com have similar goals. We want to bring human touch and technology together to help charitable organizations receive more planned gifts from donors, Our new LegacyPlanner wills and associated end-of-life planning documents are built on the LifeLegacy digital platform. LegacyPlanner gives fundraising leaders a tool that is accessible, simple, personal, secure and free to donors." -Viken Mikaelian, CEO of Plannedgiving.com. LifeLegacy's technology complements PlannedGiving.com's products and services and will support PlannedGiving.com's mission to help thousands of nonprofits, educational institutions and religious organizations drive more planned gifts. Jordan Cassidy, co-founder of LifeLegacy, will join PlannedGiving.com as Head of Client Legacy Planning to lead all redistribution efforts. A strong planned giving strategy with powerful online tools is critical to smooth the ebbs and flows of annual giving, says Jordan Cassidy. In uncertain times, annual donations may be reduced, but planning to give in the future takes on added importance. Leveraging tools available from LifeLegacy and PlannedGiving.com is a fiscally sound route for donors. Nonprofits can now secure the longevity of their mission and financial health via this unique partnership. About LifeLegacy- LifeLegacy's Legacy Planning platform democratizes legacy planning for all Americans and enables nonprofits, financial institutions, and PEOs to broaden the accessibility of estate planning for their donors, clients, and worksite employees. About PlannedGiving- PlannedGiving.com offers a suite of estate planning products such as LegacyPlanner and an estate planning kit called Live Well, Leave Well. PlannedGiving.com activates individuals of all demographics to think about and plan for the inevitable, while inspiring them to shape their legacy, and sparing their families unnecessary heartache.

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Prospect Lists Powered by AI Are Now Available From iWave

iWave | June 03, 2022

According to iWave, the industry's top-rated fundraising intelligence product, Prospect Lists is a new tool that reimagines prospecting in the nonprofit arena. The company's unique approach helps development teams find more potential donors in less time, raise more money, and improve the quality of leads along the donor funnel. Prospect identification and certification are two of the most difficult tasks faced by fundraisers. Identifying good-fit prospective donors is a time-consuming, manual procedure fraught with guesswork and missed possibilities. In donor prospecting, poor data is a big concern since it promotes bad leads and produces unsatisfactory outcomes. Development teams know that the key to a healthy prospect pipeline is to start with a high-quality list of potential contributors who are interested in supporting their purpose. iWave, on the other hand, tailors its strategy to suit all types of businesses and missions, whilst other solutions take a one-size-fits-all approach to developing prospect lists. At iWave, we are focused on developing cutting-edge solutions that enable nonprofits to build a better world, faster.” Ross further added, "With the launch of Prospect Lists, we're putting the power of AI and big data behind every fundraising team and reimagining one of the most important steps in the donor funnel. Having the ability to identify strong donor candidates means that development teams can prioritize their efforts and spend less time researching and more time cultivating the right prospects." Ross Beattie, President and CEO at iWave iWave's AI-powered platform analyzes billions of charitable and wealth indicators to find people who are a good fit for NGOs and reveals key insights that allow them to respond quickly. Because iWave is linked to a wide range of sources of financial, charitable, and biographical data, fundraising professionals have access to all the information they need to get a full picture of their prospects, including accurate contact information. This functionality is in addition to other recent iWave advancements that have established iWave as the industry's most advanced fundraising intelligence platform. Users can establish Smart Notifications to automatically monitor target potential donors for new intelligence and receive real-time alerts once a prospect list has been created, ensuring that choices and actions are based on the most up-to-date and correct information. Users can also use iWave Connections to find people who are connected to their prospects and expand their network.

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NONPROFIT TECHNOLOGY

Tech Industry Non-Profits sea.citi and WTIA merge

Washington Technology Industry Association | May 21, 2022

Washington Technology Industry Association (WTIA), a non-profit organization dedicated to fostering a robust, equity-centered technology sector that empowers thriving communities, announced sea.citi, a tech industry nonprofit that promotes civic engagement and builds relationships between community, government and innovation workers, has merged with the organization. sea.citi will retain its brand and mission, and be governed by a WTIA steering committee that will initially consist of current sea.citi board members. sea.citi's membership is made up of tech companies representing more than 150,000 local workers. The organization increases civic involvement within the tech workforce by engaging in local elections through nonpartisan content, workshops, and get-out-the-vote campaigns. sea.citi has helped distribute nearly $500,000 to local education programs that focus on digital equity and career-connected learning. Seated at the intersection of tech and community, sea.citi is driving important conversations about building a stronger, more vibrant, and equitable region for all. sea.citi has made a significant impact in the region, driving widespread community engagement within the tech sector and serving as an influential voice on key civic issues. There are many synergies between our organizations, including our focus on activating the tech community and building pathways for action in the private and public sectors. We are proud to carry forward sea.citi initiatives that build civic engagement and productive working relationships among technology companies, government agencies and community-based organizations." Michael Schutzler, CEO of WTIA "Joining WTIA provides sea.citi a tremendous opportunity to continue to build stronger community ties with the tech workforce," said sea.citi Board President Eileen Sullivan. "Our region is at an inflection point as we recover from the pandemic. After four successful years of tapping into the expertise and energy of tech and innovation workers, we think WTIA has the leadership and resources to take sea.citi to the next level. WTIA is a strong advocate for the tech industry and tech workers, and we are confident that this partnership will continue to bolster collaboration in our community." About WTIA Washington Technology Industry Association (WTIA) isa consortium that includes a not-for-profit member trade association, a not-for-profit tech apprenticeship intermediary (Apprenti), and a for-profit corporation providing business services (HRBI). The organization's mission is to foster a robust, equity-centered technology sector that empowers thriving communities. We recruit technology companies and allies that view diversity as a competitive advantage, value collaboration as essential to sustainable growth, and fully embrace the opportunity to partner with and empower the communities in which we operate.

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