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Recent Publications
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Explore strategies for leveraging propensity ratings and predictive models, using analytics, and identifying opportunities for more effective prospect management and cultivation.
Category: Presentations
Created: 07/30/2010
Filesize: 7.89 MB (pdf) -
July 2010 Points of Practice
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In this issue of Bentz Whaley Flessner's white paper, Points of Practice, author Thomas W. Grabau discusses how to track the right major gift metrics for the best donor results. >Read the White Paper
Category: Occasional Papers
Created: 07/19/2010
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June 2010
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Fundraisers and their Presidents and Boards have been very nervous for the last twenty-one months over the implications of the Great Recession of philanthropy. And for good reason. The Dow tumbled about 58 percent before it leveled off in March 2009 and began a precedent-setting rally back into 5 digits.
The rally lasted fourteen months but, though it got back to 11,000, it has sputtered over the last three months on a stagnant jobs market, a tumultuous political climate, the BP disaster, a flat housing market and a host of other technical and substantive issues. Donors--and institutions that must be sensitive to them--continue to be anxious. Confidence is wounded and many continue to wonder whether the wound is lethal.
Category: Client Advisories
Created: 06/29/2010
Filesize: 84.1 KB (pdf) -
March 2010
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Starting in 2010, individuals regardless of their incomes can convert their traditional individual retirement accounts (IRAs) to Roth IRAs. However, because traditional IRAs were made with pre-tax dollars, persons who convert to Roth IRAs will have the entire amount of the funds converted added to their adjusted gross incomes and taxed at ordinary income tax rates.
Category: Client Advisories
Created: 04/08/2010
Modified: 04/09/2010
Filesize: 104 KB (pdf)
