Advancement Services Report

Provided as a service of Bentz Whaley Flessner

Wednesday, June 4, 2008

Upcoming Conference

Mid-Atlantic Researchers Conference 2008
June 11-13, 2008, Lewisburg, PA

In a workshop on Data Mining and Campaign Analytics, Josh Birkholz will discuss how data mining is becoming a central strategy of sophisticated fundraising organizations, the importance of incorporating statistics into your organization, and how analytics provides actionable campaign decision support.

Pamela Poland will also present two sessions at this conference:

Prospect Management and Tracking Fundamentals
Prospect management and tracking system allows an organization to concentrate on those prospects who offer the greatest potential to the organization, to manage complex portfolios with simple processes, to communicate with constituents in a unified manner, to prioritize major gifts prospects, and to keep on track with cultivation, solicitation, and stewardship of prospects and donors. Learn the basic elements of effective prospect management and tracking in this dynamic session.

Strategic Prospect Management, Beyond the Basics
As the competition for philanthropic dollars increases, the need to optimally prioritize prospect pools and to leverage our resources, both effectively and efficiently grows in turn. In this interactive session, prospect management best practices, key issues, and trends will be examined. Learn helpful approaches to pipeline and portfolio management, cultivation and solicitation strategies, performance metrics and other issues. Participants will have the opportunity to take away helpful approaches that can be applied to the specifics of their institutions.

Conference details

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Sunday, March 23, 2008

Upcoming Conference

CASE Annual Conference for Senior Advancement Services Professionals

April 24, 2008, Denver, CO

Scott E. Fendley will present Reporting: Simple yet Robust. Numbers. We advancement services folks live in the world of numbers and data, but to many others in advancement and around your institution, those numbers are a crash course in Sanskrit without a CD-ROM from Rosetta Stone. Discuss how to work with others to develop the simple, yet robust reports to convey your information and help save your sanity as you won't have to keep rewriting them over and over again.

Conference details

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Tuesday, February 26, 2008

Upcoming Conference

Datatel Users' Group Conference
Trends in Advancement Services
March 10, 2008, Washington, DC

Bentz Whaley Flessner consultant Scott E. Fendley will present on "Trends in Advancement Services." Learn about the happenings in the world of Advancement Services, and look towards the future on where services is heading in the next 1-3 years.

Conference details

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Friday, December 21, 2007

Upcoming Conference

CASE Annual Conference for Development Researchers
Researchers as Knowledge Managers
February 6-8, 2008, Jacksonville, FL

Join Bentz Whaley Flessner consultants Pamela Poland and Josh Birkholz at the CASE Annual Conference for Development Researchers.

On Friday, February 8, Josh Birkholz will present Why do Donors Give?. The most successful major gift fundraising organizations benefit from effective prospect management systems. Prospect identification typically focuses on "Can they give?" and "Will they give?" Perhaps a better question is, "Why do they give?" In this session, expect to discuss the many diverse motivations for modern philanthropy. By understanding what drives donors, you might tap into a whole new world of potential donors to your organization.

Conference details

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Tuesday, November 6, 2007

Hacking Philanthropy: the Emergence of Markets Can Change the Sector

Brad Burnham discusses ideas that came out of a private conference in New York called "Hacking Philanthropy." At the meeting there was a great deal of the discussion on the emergence of markets as an organizing principle in philanthropy.

Read more of this 10.24.07 article from onPhilanthropy.

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Tuesday, October 16, 2007

Conference

Academic Impressions Conference
Building a Donor-Centered Stewardship Effort
October 22-24, 2007, Atlanta Georgia

Join Scott Fendley as he presents on the following topics:

Capturing the Story of the Donor
Analyzing your Donors' Stories and Drawing the Right Conclusions
Making the Most of Your Plans by Improving Your Stewardship Practice Management
Identifying the Key Takeaways

Conference details

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Friday, September 28, 2007

Conference Update

APRA-MD 12th Annual Conference
October 16, 2007, Annapolis, MD

Join Pamela Poland as she presents Prospect Management at the APRA-MD 12th Annual Conference.

Conference details

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Thursday, September 20, 2007

Conference Update

APRA - Upstate New York Chapter
October 1, 2007, Rochester, NY

Josh Birkholz will present at this conference which focuses on emerging trends and technologies in Prospect Research. Josh will present Drawing Major Donors Out of a Hat: Creating a Comprehensive Prospecting Plan.

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Monday, September 17, 2007

Conference Update

APRA-WI Fall 2007 Meeting
September 28, 2007, Marquette University, Milwaukee, WI

Josh Birkholz is the featured speaker for the fall meeting of APRA-WI. He will speak on three topics during the day, including:

Do-It-Yourself Data Mining
Campaign Analytics
Emerging Trends and Technologies In Research

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