Tag Archives: investment advisor

The Simple Way to Spot Million-Dollar Donors in Your Database

Finance Industry Series Part 3 of 5

The simple way to spot million-dollar donors in your database

Did you read The Chronicle of Philanthropy’s coverage of the Top 50 Philanthropists this year? If you did, you would find that there are a lot of new names on the list – such as the retired clarinetist who was a closeted investor – to the tune of a $100 million gift!

Continue reading The Simple Way to Spot Million-Dollar Donors in Your Database

Top of the Wealth List: Finance and Investments?

Finance Industry Series Part 1 of 5

For most of 2023 I plan to focus my blogging on the finance and investment industry. I wonder, is it the mystique of ruthless brainiacs in suits poring over financial charts and reaping millions, even billions that is so captivating? Once committed, I plucked the businesses that the Aspire team gets tripped up on the most in valuing for capacity, and felt as satisfied as taking a big bite of a street corner Philly pretzel.

Continue reading Top of the Wealth List: Finance and Investments?