Bentz Whaley Flessner

Best practices, strategies, and tips for fundraising.

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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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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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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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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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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