Bentz Whaley Flessner

Best practices, strategies, and tips for fundraising.

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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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

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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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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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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social media fundraising

The 1.5 Million Wealthy Women of Facebook

At Bentz Whaley Flessner, we offer a suite of services including digital strategy development. As part of the strategy development process, we analyze, craft, and build targeted audiences for cultivation purposes. One audience and strategy that has been of interest to our clients is finding and delivering targeted messaging to high-net-worth constituents on Facebook. Recently, […]

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dollars slice of pie

Fundraising Campaign Trends

BWF Client Advisory — July 26, 2017 2015 CASE Campaign Report Earlier this month, the results of CASE’s 18th survey of educational fundraising campaigns were released in the 2015 CASE Campaign Report. Below, we’ve highlighted some of the fundraising campaign trends and what we think they could mean for your organization. The top 1% of donors continue to […]

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Characteristics of UHNW Individuals

Trends Among Ultra High Net Worth Individuals

BWF Client Advisory — July 19, 2017 Ultra high net worth donors and their gifts are becoming more prevalent and increasingly important to organizations. On June 27, 2017, Wealth-X published the UHNWI Analysis: The World Ultra Wealth Report 2017. This report reaffirmed that gifts just keep getting bigger. The top 50 US donors in 2016 gave $5.6 billion. The report features […]

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International Prospects

International Prospecting: Looking Beyond Capacity

BWF Client Advisory — June 28, 2017 Today’s data-driven prospect development shops have more tools than ever before to identify top quality prospects. In a world growing more economically and culturally interconnected every day, the centers of wealth and philanthropy extend well beyond U.S. borders. Prospect development efforts, likewise, must bring a more global focus […]

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