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Participation, always a sensitive issue with trustees, is in decline at many institutions — not for lack of trying but for difficulties in simply making contact. Erosion in landlines is picking up speed, and direct mail is super-saturated. But the golden age of philanthropy has not past. These new times will require a new creativity, [...]
Washington, DC – Bentz Whaley Flessner is pleased to announce the release of the 11th annual healthcare survey, “What the Affluent Think About Healthcare Philanthropy,” which examines attitudes towards and experiences with philanthropic giving to healthcare organizations. Key findings this year are in two main areas: (1) what influences people to give to healthcare providers [...]
One truism in annual giving is knowing that it is usually less expensive to keep the donors you have than finding new ones each year. Yet, we often spend proportionally more in mailing to and calling non-donors or unlikely donors than in working hard to keep those who have made gifts, especially first-time donors. If [...]
The news this week that October’s IRS Discount Rate will drop to 1.4%, the lowest rate ever, puts downward pressure on our ability to market gift annuities and charitable remainder annuity trust gifts because of the slide in the charitable deduction available.The good news, however, is that this historic combination of the lowest discount rate [...]
ARE YOU READY FOR THE IRA CHARITABLE ROLLOVER SEASON? Through December 31, 2011, IRA owners age 70½ or older can make direct, tax-free transfers to qualified charitable organizations—up to $100,000. Scoring: People 70½ and older can take advantage of this opportunity to transfer dollars tax-free from their IRA accounts by doing the following: Transferring the [...]
Client Advisory – July 22, 2011 Frequently, clients ask us to outline the best metrics for managing the important work of fundraising. Our first response to such questions is always, “why?”. We are not questioning the validity of the request, but rather the goal of the metrics. As with any field, there are infinite ways [...]
There is tremendous attention paid to prospect management in relation to major gifts work. An equal amount of attention should be applied when thinking about prospect management within your annual giving or direct marketing programs. Whether engaging alumni, parents, patients and their families, or members, for most non-profits the annual giving program serves as the [...]
For analytics month at Bentz Whaley Flessner, we are proud to offer this Points of Practice written by our colleague, Jennifer McDonough. Her work in building affinity models for alumni relations has seen tremendous success throughout higher education. And the approach is very transferable to other nonprofits as well. We know you will enjoy Affinity Models: Alumni Relations by the Numbers.
Today a growing number of non-profits are integrating a data-driven approach into everything from long-term strategic planning to daily operations. Data-mining, more specifically predictive modeling, has emerged as a crucial tool allowing many organizations to gain deeper insights into their constituents and greater efficiencies within their operations. At DonorCast we like to explain the goals of [...]
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