Bentz Whaley Flessner

Best practices, strategies, and tips for fundraising.

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Client Advisory: Giving USA 2018 Report

Bentz Whaley Flessner is excited to report the findings of this year’s Giving USA: The Annual Report on Philanthropy. Presented by the research team at The Indiana University Lilly Family School of Philanthropy and the fundraising professionals at Giving USA Foundation, The Giving USA report is the longest-running, most comprehensive report on philanthropy in the […]

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Creating a Comprehensive System Training Plan

Almost every organization recognizes the value and benefits of developing training plans and delivery on your software system. When done properly, training can make employees more efficient—increasing proficiencies, productivity, and morale, while decreasing costs. Training can streamline processes and save time and increase compliance with regulations. It can even lead to a happier, more satisfied […]

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Assessing Philanthropic Capacity for Prospects in High Cost of Living Areas

What is your organization’s approach to assessing philanthropic capacity of your prospect pool? Do you use a formula provided by your wealth screening vendors or another industry-standard formula? Perhaps your organization assesses capacity based on demonstrated philanthropic giving to your institution or other nonprofits. As cost of living climbs in some U.S. cities to unprecedented […]

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Gustavus Adolphus Fundraising Momentum

Congratulations to Gustavus on Fundraising Momentum

Bentz Whaley Flessner extends congratulations to Gustavaus Adolphus College who recently received notice by Star Tribute writer, John Reinan, for the transformative gifts it has been receiving. In a January 20, 2018, article, Reinan wrote, “It’s getting to the point where you wonder whether Gustavus Adolphus College would turn up its nose at a paltry […]

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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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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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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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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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