Published by BWF

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

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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Philanthropy Trends

Philanthropy Trends: A Look Back on 2016 and Towards 2017

2016 was a year of major world events from the U.S. presidential election to Brexit to the spread of the Zika virus to the Chicago Cubs winning the World Series! The world of philanthropy and fundraising was not without its own notable activities, trends, and events in 2016. Looking Back Record Number of Big Gifts At least 17 nine-figure gifts […]

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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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donor-advised fund processing

Best Practices for Processing Donor-Advised Funds

In our last client advisory, we explored donor-advised funds (DAFs)—why donors choose them, how organizations can take advantage of them, and how donor-advised funds donors are different from traditional donors. Donor-advised funds represent an important and growing fundraising opportunity. But what happens once a donor-advised fund transaction comes through a nonprofit organization’s door? How do […]

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donor-advised funds

Maximize Donor-Advised Fund Distributions

Donor-Advised Funds Are Growing Donor-Advised Funds (DAFs) continue to be a popular philanthropic choice for many donors, so nonprofits need to learn how to maximize donor-advised fund distributions. Once a niche market, the growth of DAFs is outpacing other giving vehicles. According to the 2015 Donor-Advised Fund Report from the National Philanthropic Trust, DAFs experienced an […]

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Too Much Data

Best Practices for Data Storage and Collection

BWF Client Advisory: When *Not* to Collect and Store Data in Your Database Storing large quantities of data is no longer a technological challenge. With the widespread adoption of fundraising analytics and the next generation of scoring systems on the horizon, the impulse is for organizations to store everything. Despite the proliferation of new sources […]

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Multi-Vendor Partnerships

Multi-Vendor Partnerships

Points of Practice – Multi-Vendor Partnerships In the October 2016 issue of Bentz Whaley Flessner’s Points of Practice, author Jason Boley describes how organizations are turning to multi-vendor partnerships to address how fundraising operations have grown increasingly complex due to advances in technology and the need to support multi-channel fundraising initiatives. Whether the topic is […]

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