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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
Filesize: 104 KB (pdf) -
November 10, 2009
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BWF continues to see challenges for grassroots fundraising as the unemployment rate rises and Americans remain cautious about their economic situation; however, the recovery is already showing a return of lost wealth.
Category: Client Advisories
Created: 11/10/2009
Filesize: 184 KB (pdf) -
October 6, 2009
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While almost every development program is struggling in this economy, some are doing better than others. Find out how should you focus your program to take maximum advantage of a returning economy.
Category: Client Advisories
Created: 10/06/2009
Filesize: 139 KB (pdf) -
September 2009
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On Wednesday the Federal Reserve released the minutes from their August 11 and 12 meeting. The Fed viewpoint was that the economic recovery steps had strengthened their confidence that the downturn in economic activity was ending. This end of the recession is also the dominant viewpoint in the survey of leading economists by the Wall Street Journal.
Category: Client Advisories
Created: 09/23/2009
Filesize: 118 KB (pdf) -
June 2009
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Too many development shops are focused on where the economy is now. Last fall Bentz Whaley Flessner looked at where the economy was going to be and advised clients that budgets and gift levels would be difficult in the quarters ahead. We shared our insight in client advisories, spoke at conferences around the continent, and developed new campaign and annual giving strategies to help clients handle the toughest economy in a generation.
Category: Client Advisories
Created: 06/24/2009
Filesize: 277 KB (pdf) -
February 23, 2009
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The $787 billion American Recovery and Reinvestment Act of 2009 will have great impact on education, healthcare, taxes, and therefore, philanthropy. Read how it could impact your organization.
Category: Client Advisories
Created: 02/23/2009
Filesize: 114 KB (pdf) -
February 18, 2009
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Bentz Whaley Flessner urges caution in making the case for your institution based on the volatility of financial markets. In the long run, development programs will be asked to make the case for the permanent charitable capital of endowment. Communicating that current financial struggles occur because of an institution's dependency on endowment can linger with donors and potentially undercut the case for building endowment. We believe a stronger case can be made by demonstrating how an insitution is managing its finances and operations during this difficult time.
Category: Client Advisories
Created: 02/18/2009
Filesize: 131 KB (pdf) -
February 9, 2009
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A part of the American Recovery and Reinvesting Act could affect the very core of robust healthcare development programs--the ability to directly fundraise from grateful patients.
Language contained within the original House and Senate bills (H.R. 1, section 4406 (b); S. 1, section 13046(b)) would deny not-for-profit hospitals and healthcare providers access to names and addresses of patients in their own institutions for fundraising purposes, as it removes fundraising from the definition of health care operations.
Category: Client Advisories
Created: 02/12/2009
Filesize: 111 KB (pdf) -
October 2008
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The U.S economys downturn is affecting fundraising results. In times like these, perceived cost centers are sometimes slashed through staffing and budget cuts. Increasingly sophisticated nonprofits are finding, however, that such cuts to cost centers can be
counterproductive. This is particularly true of advancement and development services. Smaller staff using fewer resources will yield inferior results. These inferior outcomes can negatively affect donor relationships, retention, and acquisition. If your organization needs to consider some belt-tightening due to sluggish giving, consider these advancement services solutions in lieu of budget cuts. Improvements in these areas will maximize your return on investment and help you generate fundraising momentum.
Category: Client Advisories
Created: 10/25/2008
Filesize: 30.6 KB (pdf)
