Ultra-Wealthy-Giving

Understanding Your High- and Ultra-High-Net-Worth Donors

Last week, The Philanthropy Workshop released a study on the perspectives and philanthropic practices of high- and ultra-high-net-worth individuals. This study was based on 219 survey responses and 20 in-depth interviews with philanthropists and includes several interesting findings on the behaviors and motivations of wealthy donors. High- and ultra-high-net-worth donors use multiple channels. The study […]

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Tax-Bill-Impact-on-Charitable Giving

2017 Tax Bills and Charitable Giving

How the Proposed Tax Changes May Impact Charitable Giving As the House and Senate Republicans release details on their proposed tax bills, many nonprofit organizations have been asking how the proposed changes may impact charitable giving. While the details of these bills are constantly evolving, and there are several additional components that may impact nonprofits […]

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collaboration

Bentz Whaley Flessner Welcomes Senior Associate

Bentz Whaley Flessner is pleased to announce that Ken Massey has joined the BWF philanthropic consulting team effective November 1, 2017. Ken is a recognized leader in the healthcare philanthropy community. He has joined BWF Healthcare Philanthropy with a particular emphasis on academic medical centers and healthcare institutions. His areas of focus include campaign planning and management, major and principal gifts, […]

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CASE Annual Conference for Development Researchers

November 15–17, 2017  |  Baltimore, Maryland  | As development research, prospect management and development analytics professionals, we provide the information and analysis that ensure our organizations focus on our most essential prospective donors. This conference will examine our role from multiple perspectives, focusing not only on the skills we bring to the fundraising process, but […]

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Welcome

Bentz Whaley Flessner Welcomes Director of Prospect Research Services

BWF Insight is excited to announce the expansion of its prospect research service line. As BWF Insight continues to be a leader and innovator in prospect development, we are pleased to welcome Roslyn Clarke. As director of prospect research services, Roslyn will manage all outsourced research projects, lead a team of researchers, conduct trainings, and provide prospect […]

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Digital Major Gift Lead Generation

How To Use Social Media to Find New Major Gift Prospects

Social Database Prospecting Social Networks have been collecting and purchasing massive amounts of data in the past three years. This data is now available for organizations to mine and build custom audiences for cultivation purposes. The files include wealth, affinity, and giving information. This is exactly the kind of data that is useful in finding […]

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Digital Major Gift Lead Generation

Digital Major Gift Lead Generation

CASE STUDY 1 Background A southern, top-tier research university was approaching the end of a $1+ billion dollar campaign when they had the opportunity to relocate their medical school as part of a new municipal redevelopment plan. Their top donors were already committed to the existing campaign priorities, and they needed a creative solution to […]

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Digital Major Gift Lead Generation

Free Digital Analysis

Social Database Prospecting We hope you enjoyed our CASE V presentation about using social media to find and cultivate new major gift prospects. Whether you made it to our session or not our offer is good today and tomorrow for all attendees. We would be happy to provide a free initial analysis of your major […]

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2017 Healthcare Survey

What the Affluent Think About Giving to Healthcare

Bentz Whaley Flessner is pleased to present the results of our 2017 Healthcare Survey on What the Affluent Think About Giving to Healthcare. The survey is designed to keep you informed on trends and attitudes towards healthcare giving. We hope the information we produce provides insight and assists you in evaluating and fine-tuning your programs […]

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Gift-Processing-Roles

Defining Roles: Gift Processing and Finance

Understanding Distinctions Between Gift Processing and Finance Roles Organizations often struggle to fully understand the distinctions between gift processing and finance roles and responsibilities. While these departments are sometimes viewed as one, they serve different but complementary purposes. Processes and technologies must support these different functions. Outlining the goals, priorities, processes, and needs of each department […]

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data committee

Establishing a Data Governance Committee

Data is one of a fundraising organization’s most valuable tools. Data serves as the foundation for good decision making and goal setting and informs strategic priorities. However, in order to effectively employ data, proper maintenance is critical. Data governance committees can be a valuable resource in developing policies and procedures for effective data management and […]

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Common-Sense Metrics

4th Annual Apra North Texas Conference

November 17, 2017  |  Texas Christian University  | Don’t Get Lost in the Hype; Focus on Data That Matter 2:15–3:15 p.m. Presented by Alexander Oftelie, Managing Associate This session will cover emerging trends in fundraising analytics and offer reviews and best practices for application. Topics will include machine learning, dynamic modeling, advanced moves management metrics, […]

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3 Steps to ensure your campaign is as successful in stewarding gifts as it is securing them.

Putting Stewardship First: 3 Recommendations for Stewarding Gifts

When planning a campaign, there are many questions institutions must ask of themselves. How much money should we realistically be trying to raise, and over what period of time? Do we have a strong enough case for support? Do we have enough prospects at each level on the gift pyramid? Do we have strong enough internal and external leadership? Do […]

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