Published by BWF

Articles, white papers, and advisories authored by Bentz Whaley Flessner’s team of philanthropy experts.

2017 Healthcare Survey

What the Affluent Think About Giving to Healthcare

Bentz Whaley Flessner is pleased to present the results of our 2017 Healthcare Survey on What the Affluent Think About Giving to Healthcare. The survey is designed to keep you informed on trends and attitudes towards healthcare giving. We hope the information we produce provides insight and assists you in evaluating and fine-tuning your programs […]

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Welcome

BWF Welcomes Alex Oftelie

BWF is excited to welcome back Alexander Oftelie as a managing associate of the BWF Insight Division. From 2007–2013 Alex helped build BWF’s first analytics practice, DonorCast. He worked to bring analytics to the forefront of philanthropy and partnered with hundreds of leading non-profits to create innovative, measurable solutions. After BWF, Alex went on to have successful careers at […]

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Data Science for Fundraising

The Rise of Managed Services

For decades, we have seen telephone programs managed externally. Large nonprofits are increasingly outsourcing their caging/gift processing procedures. CRM systems are increasingly moving to cloud-based providers. And networking technology is increasingly moving to third parties. In all of these cases, the cost savings, accountability, and staffing challenges have made third party technology solutions very attractive […]

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Bridging the Gap

Bridging the Divide Between Frontline Fundraisers and Operations Staff

The end-of-year gift processing and reporting season is over, and most advancement offices are gearing up for spring solicitations and appeals. Now is a good time to review advancement’s strategic priorities and evaluate departmental effectiveness. One critical but often overlooked aspect in achieving a successful fundraising program is the relationship and interaction between gift officers […]

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VSE2016

Colleges and Universities Raise $41 Billion in 2016

Gifts to higher education reached $41 billion in fiscal year 2016, according to the latest Voluntary Support of Education (VSE) survey. This is only a 1.7 percent increase from the $40.3 billion in 2015, and almost no growth when adjusted for inflation. Harvard University raised the most money, $1.19 billion in fiscal year 2016. The top 20 higher education institutions raised a total of […]

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measuring fundraising success

3 Questions for Understanding Fundraising Success

Proper investment in a philanthropy office is vital to success. With that investment comes increased questions, such as “What will success look like?” These questions come from the C-suite as well as the board. Being able to properly answer the “success” questions about the results of your program can help create partnerships throughout your organization. The […]

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High Net Worth Individuals Stewardship

Engaging High Net Worth Individuals and Families

Major Findings from the 2016 Study of High Net Worth Philanthropy In October, US Trust in partnership with the Indiana University Lilly Family School of Philanthropy released the 2016 Study of High Net Worth Philanthropy. This report gives us insights into high net worth (HNW) donors’ giving and volunteering activities, motivators, behaviors, and priorities. The survey results […]

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Tax Proposal Impact on Giving

Trump’s Impact on Charitable Giving

In the aftermath of the November 8th election, non-profit organizations have been asking themselves the following questions about President-elect Trump’s impact on charitable giving. How will President-elect Donald Trump’s income tax rate proposals affect charitable giving? What impact could Trump’s proposals to cap itemized deductions have on motivations for charitable giving? What impact might Trump’s spending and deregulation proposals have […]

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Engaging Nonprofit Boards

Engaging Nonprofit Board Members in Work That Matters

Boards Play an Important Role in Fundraising Boards play incredibly important roles in helping organizations fulfill their missions. One of the most important of these roles is helping organizations raise money. A recent study by the Nonprofit Research Collaborative found that active fundraising by nonprofit board members was positively correlated with organizations meeting their fundraising goals. […]

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partners-in-philanthropy

Partners in Philanthropy: Hospital CEO/CDO

The December 2016 issue of Bentz Whaley Flessner’s Points of Practice offers valuable insights about how hospital CEOs and CDOs can partner to grow their institutions. If you’re a chief development officer, we encourage you to share this piece with your CEO. Its content—based on substantial real-time experience with top-performing hospital foundations—can be a useful […]

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Phonathon

Your Telefund Program: 4 Considerations Before Pulling the Plug

The Stanford solution. Stanford started quite the commotion when they announced the end of their telefund program a few weeks ago. This bold move has initiated an important dialogue regarding the future of phone programs in development offices. But before you go pulling the plug on your telefund program, there are some important items your […]

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Improved Leadership Annual Giving Program

Three Reasons to Reinvest, Revitalize, or Initiate Leadership Annual Giving

Leadership Annual Giving Benefits Annual giving staff can often feel as if they are being pulled in multiple directions with priorities ranging from expanding the donor base, building a pipeline, and raising unrestricted dollars. The result is that annual giving staff are often left to determine—with finite resources available—how they can allocate and prioritize time […]

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