Published by BWF

Articles, white papers, and advisories authored by Bentz Whaley Flessner’s team of philanthropy experts.

High Net Worth Individuals Stewardship

Engaging High Net Worth Individuals and Families

Major Findings from the 2016 Study of High Net Worth Philanthropy In October, US Trust in partnership with the Indiana University Lilly Family School of Philanthropy released the 2016 Study of High Net Worth Philanthropy. This report gives us insights into high net worth (HNW) donors’ giving and volunteering activities, motivators, behaviors, and priorities. The survey results […]

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Coaching and Mentoring

Coaching and Mentoring to Combat Turnover

Coaching and Mentoring Programs Can Increase Gift Revenue A young gift officer recently contacted her mentor, who thought the gift officer must be in a crisis. Quite the contrary. The young gift officer’s first words were an ecstatic “yay!!!” followed by cheers of joy! She was just leaving an event celebrating her first $200,000 gift, and […]

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Tax Proposal Impact on Giving

Trump’s Impact on Charitable Giving

In the aftermath of the November 8th election, non-profit organizations have been asking themselves the following questions about President-elect Trump’s impact on charitable giving. How will President-elect Donald Trump’s income tax rate proposals affect charitable giving? What impact could Trump’s proposals to cap itemized deductions have on motivations for charitable giving? What impact might Trump’s spending and deregulation proposals have […]

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Engaging Nonprofit Boards

Engaging Nonprofit Board Members in Work That Matters

Boards Play an Important Role in Fundraising Boards play incredibly important roles in helping organizations fulfill their missions. One of the most important of these roles is helping organizations raise money. A recent study by the Nonprofit Research Collaborative found that active fundraising by nonprofit board members was positively correlated with organizations meeting their fundraising goals. […]

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partners-in-philanthropy

Partners in Philanthropy: Hospital CEO/CDO

The December 2016 issue of Bentz Whaley Flessner’s Points of Practice offers valuable insights about how hospital CEOs and CDOs can partner to grow their institutions. If you’re a chief development officer, we encourage you to share this piece with your CEO. Its content—based on substantial real-time experience with top-performing hospital foundations—can be a useful […]

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Phonathon

Your Telefund Program: 4 Considerations Before Pulling the Plug

The Stanford solution. Stanford started quite the commotion when they announced the end of their telefund program a few weeks ago. This bold move has initiated an important dialogue regarding the future of phone programs in development offices. But before you go pulling the plug on your telefund program, there are some important items your […]

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Improved Leadership Annual Giving Program

Three Reasons to Reinvest, Revitalize, or Initiate Leadership Annual Giving

Leadership Annual Giving Benefits Annual giving staff can often feel as if they are being pulled in multiple directions with priorities ranging from expanding the donor base, building a pipeline, and raising unrestricted dollars. The result is that annual giving staff are often left to determine—with finite resources available—how they can allocate and prioritize time […]

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