Bentz Whaley Flessner

Annual Giving Programs

Bentz Whaley Flessner fundraising consultants take the time to understand the complexity of your annual giving programs. Our consultants work with you to conduct a careful and thorough analysis of your annual giving program by looking at your annual fund strategic objectives, program planning and implementation, staff training, and benchmark research, to develop and implement annual giving strategies to increase results.

Annual Giving Strategic Audit

Bentz Whaley Flessner’s annual giving audit provides an intensive and collaborative examination of your program’s historical performance, current programs, and strategic opportunities. We review, evaluate, and make recommendations on:

  • Annual Giving goal setting and planning.
  • Annual Giving program strategies and implementation.
  • Annual Giving staffing.
  • Annual Giving budget.
  • Linkages to other fundraising and external relations programs.
  • Annual Giving strategic planning.

In an annual giving strategic planning engagement, we focus on new strategies to improve your annual giving dollars and donors. We begin with an objective, in-depth evaluation of your annual giving solicitation programs: direct mail, telemarketing, online, reunion giving, faculty and staff giving, membership drives, and matching gift strategies. We work with you to create a multi-year, annual giving strategic plan with a budget, goals, solicitation programs, and related communications strategies, along with reports to track and evaluate annual giving results.

Other Services

  • Annual Giving Staff Training
  • Annual Giving Benchmark Research
  • Annual Giving Best Practices

Bentz Whaley Flessner has a long and innovative history in meeting the unique needs and opportunities of research universities, colleges and other centers of learning.  We understand the importance of educational institutions for the future of our world.  It is our honor to provide the best counsel and service to forward your important mission.

We will cater our Annual Giving Programs to meet your specific expectations.  Our goal as your partner is to understand you and work with you to achieve your success. To learn more about our team of educational development professionals devoted to helping you transform philanthropy.

For our Healthcare clients, we understand the varying organizational structures and giving motivations of these unique constituencies.  Whether funding critical research, providing for the care of patients, or building and maintaining the centers that make it all possible, Bentz Whaley Flessner is committed to meeting and exceeding your unique expectations.

We will cater our Annual Giving Programs to meet your specific goals.  Our goal as your partner is to understand you and work with you to achieve your success.  To learn more about our team of healthcare development professionals devoted to helping you transform philanthropy.

Whether your organization protects our planet, provides cultural enrichment, or provides for those less fortunate, charities in the service of our community are the gems of the philanthropic landscape.  Giving is critical for the advancement of our society.  And, each project you do makes this world a better place.  We sincerely appreciate every opportunity to serve you as you serve all of us.

We will cater our Annual Giving Programs to meet your specific expectations.  Our goal as your partner is to understand you and work with you to achieve your success.  To learn more about our team professionals devoted to helping you transform philanthropy.