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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deciphering ancient code

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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linked metrics

Maximum Capacity: Establishing Common-Sense Metrics for Prospect Research

We all know what amount of production is theoretically possible for a prospect research shop. However, the theoretical often breaks down once real-life circumstances are considered. What factors should we look to, then, to establish prospect research metrics? This article outlines some different ways to think about metrics for your prospect research shop, regardless of […]

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Five Techniques to COAST Through Prospect Development Visualization

Integrated efforts toward managing the flow of prospects through the pipeline continue to evolve at a rapid pace. Read Bond Lammey’s and Josh Birkholz’s COAST strategy for communicating prospect development data with the intent to pursuade at

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