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BWF’s Bond Lammey to Lead Apra

For immediate publication MINNEAPOLIS, September 3, 2019—Josh Birkholz, President and CEO of the global fundraising consultancy Bentz Whaley Flessner (BWF®), is excited to announce and celebrate Bond Lammey, Managing Associate, as the new President of Apra for the 2019—2020 term. For 30 years, Apra has been committed to serving, representing and advancing the professionals and […]

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BWF PinPoints: Transparency in Prospect Development

For anyone who stays current with industry news, the principle of transparency has received a lot of attention lately. From Ray Dalio’s philosophy of “radical transparency”, which he discusses in his book, Principles, to Stanford’s recent research into “Fairness, Accountability, and the Transparency of Algorithms”, industry leaders are taking notice and challenging proprietary black boxes.  […]

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BWF Client Advisory: 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. Your organization needs sound practices in place to ensure you have a pipeline of philanthropic, committed, and enthusiastic volunteers. This advisory offers tips for each […]

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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? Are researchers tracking or notifying fundraisers of prospects’ layoffs, divorces, or even criminal charges? The BWF Insight Research team has completed thousands of capacity […]

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Donor Relations

Growing Relationship Management: Checks and Balances to Ensure Success

  Growing Relationship Management: Checks and Balances to Ensure Success In a recent blog post, BWF Managing Associate, Bond Lammey, wrote about the value of establishing a relationship management policy. The relationship between a robust major gift program and an effective relationship management system has long been viewed as closely correlated. The challenge often isn’t establishing a […]

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Can Machine Learning Crack This 4,000-Year-Old Mystery?

Be sure to check out this fascinating article about some cutting edge machine learning being used to decode the language used by the 4,000-year-old Indus Valley Civilization! For more than a century, thousands of examples of Indus “seals” – small tablets with a few symbols accompanied by some sort of animal – have been found […]

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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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Introducing BWF Insight

Bentz Whaley Flessner is pleased to announce a new consolidated division providing services in prospect development and analytics—BWF Insight. After ten years of success, BWF is retiring the name of its analytics practice, Donorcast, and combining forces with its strong team in prospect development to provide a comprehensive service approach for modern pipeline management and organizational infrastructure. […]

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BWF Points of Practice – High-Impact Prospect Development

In the August 2015 issue of Bentz Whaley Flessner’s Points of Practice, we’re providing an update on the 2013 predictions of BWF Principal Josh Birkholz with regards to the five key ways that prospect development would transform fundraising. Two years later, we’re revisiting his predictions. Which ones hit the mark? What’s missing or new that […]

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