Philanthropy events where you can meet or learn from BWF consultants.

The DRIVE/ Conference

February 27–28, 2018
Seattle/Bellevue, Washington

The DRIVE/ Conference promises great takeaways. Join us in Seattle to gain valuable insights and stay data driven. Bentz Whaley Flessner presents two sessions:

Creating an Effective Training Plan
Tuesday, February 27, 2018
1:45-2:35 PM
Presented by Kate Butler, Associate, and Merrell Milano, Senior Associate, Bentz Whaley Flessner

Almost every organization recognizes the value and benefits of developing training plans and delivery. When done properly, training can make employees more efficient-increasing proficiencies, productivity and morale while decreasing costs and inefficiencies. Effective training can streamline processes and save time and compliance with regulations. It can even lead to a happier, more satisfied workforce, which in turn reduces turnover and additional onboarding. So, how does one create effective training strategy and materials? This session outlines plans, best practices and lessons learned from implementing and supporting advancement services across multiple platforms with many skill levels.

Redefining Major Gift Officer Service Models
Wednesday, February 28, 2018
11:10 AM-NOON
Presented by Joshua Birkholz, Principal, Bentz Whaley Flessner; and Jennifer Holt, Senior Director, Gift Planning Campaign and Fundraising Ops, ALSAC/St. Jude Children’s Research Hospital

High-performing major gift programs depend on skilled officers asking passionate, wealthy prospects to give. Average programs have their officers do so much more, such as identifying their own prospects, managing their own ad hoc processes, subjectively culling their portfolios and coordinating stewardship for their donors. To maximize performance is to narrow roles to the most efficient and effective personnel. Learn how operations, prospect development and analytics can service the front-line, and get a first-hand account of a groundbreaking business model for officer management and services alignment at St. Jude.

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