Bentz Whaley Flessner

Best practices, strategies, and tips for fundraising.

downgrading-capacity-ratings

Keeping up with the Joneses: Downgrading Capacity Ratings

Prospect research professionals spend much of their time uncovering or confirming a prospect’s wealth, but what happens when research finds something concerning or that could negatively impact a prospect’s philanthropic capacity? Are researchers tracking or notifying fundraisers of prospects’ layoffs, divorces, or even criminal charges? The BWF Insight Research team has completed thousands of capacity […]

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small-boards

The Small Shop: Managing Your Board of Trustees

Board members are “mission critical” especially in the life of small nonprofit organizations. By paying close attention and understanding important characteristics of volunteer leadership, the organization will be positioned for long-term success. Two truly distinctive differences for the small shop board are the composition of the board and the role it plays. Board composition: Assembling […]

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champions

Reviewing Your Post-Season Playbook for Alumni Engagement

With a storied history including a top-20 national ranking in all-time victories, a top-10 national ranking in both all-time winning percentage and 20-win seasons, and ranking third in regular season conference titles behind perennial NCAA men’s basketball powers Kansas and Kentucky, Western Kentucky University is no stranger to post-season play. So perhaps it is expected […]

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differentiation

Using Analytics to Uncover the Personas within your Constituency

Today nonprofits of every mission and size continue to leverage analytics to inform individual constituent persona behavior, predict outcomes of campaigns, and assess program performance. The benefit of fundraising analytics for them is foundational: apply individual-level insights to large populations. Any fundraiser could filter through a list of 100 known names and identify top prospects, […]

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report-results-featured

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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systems-training

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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real-estate-value

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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