March 29—April 1, 2017 | El Conquistador Resort | Fajardo, Puerto Rico | Bentz Whaley Flessner is excited to exhibit at the only conference dedicated to fostering the development of institutional advancement professionals within academic medicine. The conference is designed for academic medicine professionals in alumni relations, communications, development, marketing and public affairs/community relations. Participants […]
Consultants: Katrina Klaproth | Mark Marshall
BWF is proud to announce Katrina Klaproth and Mark Marshall as new principals on their executive team. Joining existing principals Bruce Flessner and Josh Birkholz, Katrina and Mark will help frame and guide the future direction for BWF. As a global fundraising consultancy, BWF has a reputation for innovation in development program organization, data science, […]
Consultants: Janet Cady | Jennifer Lappegaard | Mark Marshall | Michael Worley
Bentz Whaley Flessner announces the results of its 2015 healthcare survey. Get the full report here.
For more information on our work with hospitals and health systems, please contact Healthcare Practice Leader, Mark J. Marshall. Enterprise Holdings founder Jack C. Taylor and his family give an additional $5 million to the Gary Olson Endowment Fund at St. Luke’s Hospital. The fund supports the hospital’s ability to continue to provide care for patients with insufficient financial resources, provide funding for […]
Maximizing Personality Styles for Fundraising Success
Thursday, October 1, 2015 1:15 PM – 2:30 PM
The right match between giving officer and donor can make the difference between a successful solicitation or a failed request, and even potentially lead to a lost donor. If a giving officer does not understand how his or her assigned physician champion thinks and operates, an expensive grateful patient effort can become fruitless. Effectively communicating with donors, prospects and physicians is not simply about having things in common or saying the right message. Success depends on delivering information in the manner and construct that matches the donor or doctor’s personality type and behavioral style. Whether you use—DISC, Myers Briggs, Earth/Air/Fire/Water or some other methodology—personality typing is an extremely effective way to boost your dollars raised from major gift prospects and through grateful patient programs. In this session, Mark Marshall, Healthcare Practice Leader at Bentz Whaley Flessner, and Jan Wood, President and CDO of Anne Arundel Medical Center Foundation, discuss how personality typing can lead to stronger and more successful teams within your foundation. They’ll explore options in this resurging area of successful fundraising and how you can use these tools to strengthen your foundation team and raise increased dollars through more effective, strategic relationships and solicitations.
Pipeline Development: Deepening Engagement Among Major- and Principal-Gift Donors
Friday, October 2, 2015 9:00 AM – 10:15 AM
Bruce Flessner, Founding Principal of Bentz Whaley Flessner, and Theresa Pesch, President of Children’s Health Care Foundation, Children’s Hospitals and Clinics of Minnesota present this session. As health care philanthropy is redefined, top performing organizations must leverage new strategies to secure and deepen engagement among major- and principal-gift donors in order to build their pipelines for continued future growth. In this presentation, learn how the Children’s Health Care Foundation is establishing donor advisory boards, which help determine the appropriate role for philanthropy in developing new programs and initiatives, along with task forces and other best practices to deepen, activate and sustain major- and principal-gift donor relationships.More Info
Consultants: Bruce Flessner | Katrina Klaproth | Mark Marshall
2015 AAMC National Professional Development Conference for Institutional Advancement
April 15 – 18, 2015
Visit with Bruce Flessner, Katrina Klaproth, and Mark Marshall in the exhibit hall at the only professional development conference designed exclusively for academic medicine professionals in alumni relations, communications, development, marketing, and public affairs to find out how Bentz Whaley Flessner can help you engage your constituents in more meaningful and effective ways and transform philanthropy at your institution.
Other Upcoming Events:
April 29–May 1, 2015
Saint Louis, Missouri
Josh Birkholz and Mark Marshall host sessions at this invitation-only event. The Summit has been held annually since 1997 and is primarily focused on helping members create and sustain strong and vibrant major-gift cultures in support of their children’s hospital. In recent years, more emphasis has been placed on how specialties within development programs support major-gift philanthropy. This has resulted in formation of cohort groups to accelerate best-practices exchange in such specialty areas as annual giving, corporate giving, marketing and communications, prospect research, and donor stewardship, among others.
Other Upcoming Events:
This November 2014 issue of Bentz Whaley Flessner’s Points of Practice, outlines ways to maximize year-end fundraising.
Consultants: Jennifer Lappegaard | Mark Marshall
Spouses and family members often have significant levels of influence in a prospect’s decision to make a significant gift. Prospective donors are also influenced by representatives from our organizations, and in the healthcare setting, no one has more influence than the medical and nursing staff. Bentz Whaley Flessner’s own research found that across all hospital […]
Consultants: Jennifer Lappegaard | Mark Marshall
Giving By Boards in the Health Sector An important responsibility of healthcare organizations’ board members is that they support their organizations through personal financial contributions. Per capita board giving compares very favorably to other individual giving; at the same time, the overall board, on average, is responsible for less than ten percent of the total […]
From the smallest community hospital to well-known academic medical centers, healthcare nonprofits must intentionally and strategically define their prospect pool in order to build and support a strong major gifts program. There are various ways to identify the most promising prospects for your institution; however, make sure that your process is systematic, results-oriented, and includes […]
Every so often, development officers transcend their title and move into a special status with select donors and prospects – philanthropic advisor. This is not a title that someone puts on their business card or a simple marketing gimmick, it is the result of a high level of professionalism, commitment to philanthropy, and respect for […]
Some simple advice that has served the world well!
Originally posted on FOCUS – Inspiration for Healthcare Philanthropy:The Department of Health and Human Services issued its pre-publication release of the HIPAA rules modifications. The 563-page PDF is available at the Federal Register website and via web link at the BWF website. We have identified issues which we see to be significant for fundraising.…
Well that is a (admittedly bad) paraphrase of the .38 Special song Hold on Loosely and it is an important issue as many people are working hard to find creative gift solutions. I have heard discussions suggesting that the 90s were the golden era of planned giving, whether that’s true or not I don’t know. […]