Major and Planned Gifts


Bentz Whaley Flessner helps clients with major and planned gift performance planning, management, cultivation, solicitation, and closing skills.

Major Gift and Planned Giving Performance Planning and Management

Bentz Whaley Flessner provides coaching as well as proven tools and practices for motivating major gift officers, fostering accountability, and managing for fundraising results.

Cultivation, Solicitation, and Closing Skills Development

Bentz Whaley Flessner fundraising consultants work with clients to help them understand and plan effective major gift cultivation strategies.

By analyzing major donor motives and behaviors, we develop a “tool kit” that will enable your major gift and planned giving officers to focus on the right issues, make the right moves, and measure and map progress through cultivation to solicitation to closure.

Bentz Whaley Flessner consultants help you develop and enhance major gift cultivation, solicitation, and closing skills and develop a tailored behavioral approach that is both strategic and pragmatic.

Planned Giving Skills Development

Everyone who talks with major gift prospects needs to know the fundamentals of planned giving, especially the cues that signal a planned gift might be appropriate for the donor.

Bentz Whaley Flessner works with clients to develop strategies and methods for including planned giving in major gift discussions with prospects. We bring fresh, innovative gift planning knowledge and skills, effective ways to discuss planned giving options, and understanding about when to bring financial advisors and attorneys into planned giving conversations.


BWF Services


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Expertise
DonorCast Analytics
DonorCast Custom analytics for nonprofit fundraising organizations.

Articles and Reports 
Healthcare Survey

What the Affluent Think About Giving to Healthcare
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Books
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Effective Donor Relations, by Janet L. Hedrick.
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Fundraising Analytics: Using Data to Guide Strategy, by Joshua Birkholz.
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Podcasts, Blogs, & Feeds
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