Funding Insights:
Engaging Ultra High Net Worth Individuals
  • Tags:
  • philanthropy, ultra high net worth, funding, collaboration

Increasingly, nonprofit organizations concerned about the future of official development assistance are looking to a new source of funding: ultra high net worth individuals.

And as these mega-donors — like the growing number of billionaires in Silicon Valley — consider what causes they want to support, there is an opportunity for international NGOs to engage them.

But what are the best practices for engaging these donors?

On April 27, Devex will convene a panel of experts to highlight best practices — and common mistakes — for organizations looking to raise money from individuals whose gifts could be transformative to their work.

The one-hour webinar will cover:

We will also save time at the end for audience questions. You may submit questions ahead of the event to [email protected].

This event is open exclusively to Devex Executive Members and those with a Business Intelligence Account. If you are not currently a member, you will be prompted to upgrade during registration.

Kate Roberts
Kate Roberts
Co-Founder, Maverick Collective
Senior Vice President of Corporate Partnerships and Philanthropy, PSI

Kate is the Co-Founder of Maverick Collective and Senior Vice President of Corporate Partnerships and Philanthropy at PSI. She has designed and led several highly successful public health initiatives, including YouthAIDS and Five & Alive, to increase public awareness around HIV and prevent the spread of the disease among young people.

Before PSI, Kate co-founded and served as managing director of the promotion agency “141” in Eastern Europe, part of the Bates, Saatchi & Saatchi advertising network. In 2007, Kate was honored as a Young Global Leader by the World Economic Forum, where she serves on the Global Health Advisory Board and is the founding curator of WEF Global Shapers. She was also featured as a CNN Hero and received the Jack Valenti AIDS outstanding achievement award. In 2009, Vogue named her as one of its 100 women.

Kate is an adjunct professor on social entrepreneurship at The George Washington University and an invited speaker at Aspen Ideas Festival, Davos, Wharton Business School, Columbia University, and Harvard Business School.
Alison Powell
Alison Powell
Senior Director for Philanthropy, Bridgespan Group

Alison Powell joined Bridgespan in 2006 and is currently senior director for philanthropy. In that role she leads and advises on projects for philanthropy clients, and manages much of Bridgespan’s philanthropy research, including our multi-year initiative focused on Big Bets for Social Change.

During the last seven years, Alison has led a number of projects with influential philanthropies, supporting their strategies and strategic implementation. Prior to focusing on philanthropy, she spent four years in Bridgespan’s strategy consulting practice working with direct-service clients, including a charter management organization and an organization focused on transitional support for people aging out of foster care.

Alison graduated cum laude with an AB degree in Politics from Princeton University and received her MBA from Berkeley’s Haas School of Business. Alison writes and speaks on philanthropic issues, including co-authoring Making Big Bets for Social Change, What Ambitious Philanthropists Can Learn From The Atlantic Philanthropies’ Experience Making Big Bets, and Philanthropy in the New Age of Government Austerity.

Catherine Cheney
Atul Tandon
Chief Executive Officer, Opportunity International

Atul Tandon, an Indian American, comes to Opportunity with a background marked by building, scaling and turning around some of the world’s best-known for-profit and nonprofit enterprises. Over a 35-year career, his work has impacted financial services and consumer banking, the social sector, nonprofit management and governance, the digital economy and marketing.

Prior to joining Opportunity International, Atul founded and served as CEO of the Tandon Institute, which provides strategy, solutions and staffing to enable social sector enterprises to rapidly accelerate their impact, revenues, public engagement and organizational capacity.

Atul earned a master of business administration and a bachelor of commerce with honors from the University of Delhi. He holds a certificate in governance from the John F. Kennedy School of Government at Harvard University. He has taught at both University of Washington's School of Business and University of San Francisco’s McLaren School of Business. In addition, he is recognized as a thought leader in the nonprofit industry, being frequently quoted and published in the Chronicle of Philanthropy, Huffington Post, Non-Profit Times and other leading media outlets. 

Catherine Cheney Catherine Cheney - Moderator
West Coast Correspondent, Devex

Catherine Cheney is a Senior Reporter for Devex. She covers the West Coast of the U.S., focusing on the role of technology and innovation in achieving the Sustainable Development Goals. And she frequently represents Devex as a speaker and moderator. Prior to joining Devex, Catherine earned her bachelor’s and master’s degrees from Yale University, worked as a web producer for POLITICO and reporter for World Politics Review, and helped to launch NationSwell. Catherine has reported from all over the world, and freelanced for outlets including the Atlantic and the Washington Post. She is also the West Coast ambassador for the Solutions Journalism Network, a nonprofit that trains and connects journalists to cover responses to problems.