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Prospect Research 101 Instructor: Ali McLane, Senior Associate, Bentz Whaley Flessner A key aspect of fundraising identifying the best prospects for your organization. Effective prospect research informs and helps shape fundraising strategies. In this course, development professionals receive an introduction to prospect research including a review of specific resources and techniques to identify, research and [...]
Client Advisory – July 22, 2011 Frequently, clients ask us to outline the best metrics for managing the important work of fundraising. Our first response to such questions is always, “why?”. We are not questioning the validity of the request, but rather the goal of the metrics. As with any field, there are infinite ways [...]
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 [...]
At my first development conference over 20 years ago, a wise gentleman shared the phrase “Don’t confuse action with progress”. For years that phrase was on my desk in some manner and served as a directional beacon for various work efforts. With this in mind I have seen over and over again the need for [...]
Integrating High-Tech and High-Touch Approaches to Expand Your Fundraising Base
Find out how your organization compares to others in Bentz Whaley Flessner’s Prospect Research Benchmarking Survey.
In this issue of Bentz Whaley Flessner’s Points of Practice, author Thomas W. Grabau discusses how to track the right major gift metrics for the best donor results.
Bentz Whaley Flessner’s Fall 2009 Client Advisory discusses why it is important to campaign now, the impact of the economy, and keys to fundraising success. Author M. Bruce Dreon introduces a new four-step campaign model that fits the economic and philanthropic reality of the times.
CASE has released Bobbie Strands latest book on prospect research, A Kaleidoscope of Prospect Development: The Shapes and Shades of Major Donor Prospecting, and it has received very positive reviews. For three decades Bobbie Strand has been a leader in prospecting, and this work highlights best practices including new tools, data mining, database screening, volunteer screening, fact-finding, ratings, prospect pyramids, track and donor management, gift accounting and managing a strong prospecting program.
