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Attending the Conference for Senior Annual Giving Professionals. Look for Heather Greig and Joshua Birkholz. Thursday, May 17th from 9:30a-10:45a Josh will present Predictive Analytics for Annual Giving. Across the for-profit sector, leading companies separate themselves through efficiencies and productivity realized through predictive analytics. Leading universities, colleges and schools have incorporated this same science to improve [...]
This conference will cover the principles of annual giving, including tried-and-true techniques as well as new trends and changing philosophies within the field. Perfect for annual giving professionals with five or fewer years of experience. Monday, November 7, 2011 Jennifer McDonough will present Messaging and Branding: The Trains are Running On Time, Now What? [...]
When your annual giving strategy is driven by a deep analysis of data, the results speak for themselves. But with so many sources of information, including analysis of your trends, peer benchmarking and constituent surveys, data can often seem overwhelming instead of informative.
There is tremendous attention paid to prospect management in relation to major gifts work. An equal amount of attention should be applied when thinking about prospect management within your annual giving or direct marketing programs. Whether engaging alumni, parents, patients and their families, or members, for most non-profits the annual giving program serves as the [...]
Bruce Flessner offers his insight in Annual Giving in 2010 and beyond.
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.
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.
Giving in turbulent economic times presents special challenges. What worked one or two years ago may not be an effective approach right now. For a thorough analysis of giving strategies in this bear market, turn to the philanthropy experts at Bentz Whaley Flessner. Visit www.bwf.com to download the white paper on Giving in Tough Times or call us and see the advantages of working with thought-leading consultants who develop and use strategies to fit the times.
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.
The retirement of approximately 78 million baby boomers has been the most widely anticipated demographic shift by gift planning experts in recent years.
