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Bentz Whaley Flessner fundraising consultants work with you to strategically align the prospect development functions of prospect research, prospecting initiatives, and prospect management. Your end results are a stronger campaign prospect pipeline, improved system for tracking cultivation activities and solicitation strategies, staff trained on the tools and resources necessary to identify major gift prospects that have both capacity and inclination, and a professional development team working together to achieve your fundraising goals.
Prospect Development Audits
Bentz Whaley Flessner consultants can perform a comprehensive audit of your institution’s prospect development program. We review prospect research methodologies, evaluate prospect management, tracking and reporting functionality, and perform an assessment of your prospecting initiatives and pipeline development. You will come away with a set of concrete recommendations and implementation plans.
Prospect Development Training and Coaching
We put together a customized training session for individual staff members or your entire team, taking into consideration the specific skill levels of your staff.
Prospect Program Building
Bentz Whaley Flessner helps you to build a comprehensive prospecting plan, map out and construct a prospect management and tracking program, and develop a solid prospect research practice.
Database Screening Assistance
We assist you with wealth asset screenings and data overlays as well as developing an implementation plan for wealth asset screening results. Bentz Whaley Flessner consultants help clarify your needs, align those needs with vendor options, provide selection criteria, and assist with negotiations or help broker a deal.
Prospect Development Staff Organization Management
Bentz Whaley Flessner will conduct an organizational review, complete with recommendations. We help draft and collaborate with you on job descriptions and candidate searches, as well as help with interim staffing and staff training needs as they arise.
Stay informed of issues related to prospecting with our Prospecting Resources for Healthcare Philanthropy.
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 Prospect Development 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 Prospect Development 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 Prospect Development 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.