Prospect Research & Management

Achieving a stronger prospect pipeline, optimized portfolios, and building capacity

A Trusted Partnership, Customized Solutions

The departure of the University of Central Florida’s AVP of Advancement Services led to the need for interim staffing and managed services. In addition, UCF wanted to improve its prospect discovery lists by better understanding which prospects were likeliest to accept a visit from gift officers. BWF provided embedded leadership that helped prioritize and shepherd projects and built a customized visit likelihood model to inform decision making.

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Positioning Information Strategy Teams During Mandatory Remote Work

Due Diligence Survey: UK & Europe vs. Australia

The growing interest in the the due diligence process along with the ethics and reputational risk in philanthropy is growing globally. This survey, which was a collaboration between BWF and PyroTalks CIC, initially focused on the UK & Europe and was later extended to include Australia thanks to a partnership with Apra Australia. The differences in findings have been summarized below to provide a useful perspective on international approaches to due diligence.

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Due Diligence Survey Results– UK & Europe

Primarily, this report highlighted that there is both work to be done in due diligence and opportunity for growth and discourse. Monetary, time, and process investment in due diligence will be
pivotal to success. We look forward to continuing to measure and discuss these key items.

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Focus on the Fundamentals? 5 Ways to Keep Athletics Fundraising Strong

Focus on the Fundamentals? 5 Ways to Keep Athletics Fundraising Strong

Amidst the unprecedented impacts of the pandemic, countless programs and organizations are facing uncertainty and challenges. Intercollegiate athletics are no exception as colleges and universities try to determine next steps moving forward. BWF has the game plan to help succeed with athletics fundraising.

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Is Your Gift Sitting on the Shelf? Opportunities for Donor Advised Funds

Is Your Gift Sitting on the Shelf? Opportunities for Donor Advised Funds

This financial and social upheaval has created many new obstacles, inconveniences, anxieties, and lots of serious trouble for fundraising. However, donor advised funds (DAFs) may represent a new opportunity in these troubled times.

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Friends, Foes, or Somewhere in Between? Prospect Development and Training

Friends, Foes, or Somewhere in Between? Prospect Development and Training

Finding the right way to induce fundraisers to utilize your database requires not just technical training skills, but also the critical insight and guidance only prospect development can provide.

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Leveraging Internal Resources for Board Candidate Prospecting

Leveraging Internal Resources for Board Candidate Prospecting

What strategies do you use to identify, track, and vet potential board candidates? Board members are your top donors, your most vocal cheerleaders, and are fiduciarily responsible for your organization.

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The Role of Social Norms

The Role of Social Norms

The newest report from the Women’s Philanthropy Institute, Encouraging Giving to Women’s & Girls’ Causes: The Role of Social Norms, explores the intersection of social norms, gender, and charitable giving. This study analyzes how current giving behavior of others, future outlooks on giving, and gender affect donor behavior.

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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?

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