Systems and Services Solutions

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Bentz Whaley Flessner fundraising consultants help nonprofits increase their fundraising results through efficient development operations and comprehensive use of fundraising databases and other technology tools. Timely, accurate, and complete data are key to successful fundraising operations. We guide you on the best ways to leverage your data and technology into strategic fundraising actions and results.

Our Services

Bentz Whaley Flessner experts help clients identify inefficiencies in fundraising systems, reporting, and data collection and delivery. We determine the source of the issues and help you construct a plan to improve the accuracy and flow of information. Our clients learn and adopt best practices for streamlined and productive fundraising operations.

We bring clients solutions that align technology, data, and support operations with their institution’s fundraising programs and capital campaign objectives through the following types of consulting engagements.

Advancement and Development Services Audits
Bentz Whaley Flessner consultants conduct comprehensive audits of advancement and development services and programs. We provide an assessment of your institution’s fundraising support services, processes, staff skills, and resources.

Systems and Services Training
We provide training on development services programs, gift and data processing, database management, reporting and business intelligence, and prospect management.

Fundraising Reporting
We assess and detail data sources, access, reporting approaches, issues, and opportunities. We help you design a reporting environment, develop report specifications, and implement fundraising reports. We also recommend tools and training for your systems and services staff.

Database System Evaluation, Selection, and Conversion
Bentz Whaley Flessner consultants work with you to assess your current database system and conduct a system needs assessment. We work with you during the RFP, selection, and negotiation process, as well as conversion planning, data mapping, functionality testing, training, and business process re-engineering.

Staff Organization and Management
Bentz Whaley Flessner consultants perform organizational reviews that produce recommendations on structure and roles, job descriptions, and performance expectations and measurements for your advancement and development staff.