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Fundraising Campaign Trends

BWF Client Advisory — July 26, 2017 2015 CASE Campaign Report Earlier this month, the results of CASE’s 18th survey of educational fundraising campaigns were released in the 2015 CASE Campaign Report. Below, we’ve highlighted some of the fundraising campaign trends and what we think they could mean for your organization. The top 1% of donors continue to […]

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Characteristics of UHNW Individuals

Trends Among Ultra High Net Worth Individuals

BWF Client Advisory — July 19, 2017 Ultra high net worth donors and their gifts are becoming more prevalent and increasingly important to organizations. On June 27, 2017, Wealth-X published the UHNWI Analysis: The World Ultra Wealth Report 2017. This report reaffirmed that gifts just keep getting bigger. The top 50 US donors in 2016 gave $5.6 billion. The report features […]

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ICAA 2017 Summer Conference

August 2–4, 2017  |  Marriott University of Dayton  |  Dayton, Ohio Join Bentz Whaley Flessner Senior Associate, Barett Christensen, as he presents, “Mining Social Network Databases for Major Gift Prospects.”  on Thursday, August 3 at 1:00 p.m. The Summer Conference is meant to provide real-life examples that can make an immediate impact at your institution, […]

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International Prospects

International Prospecting: Looking Beyond Capacity

BWF Client Advisory — June 28, 2017 Today’s data-driven prospect development shops have more tools than ever before to identify top quality prospects. In a world growing more economically and culturally interconnected every day, the centers of wealth and philanthropy extend well beyond U.S. borders. Prospect development efforts, likewise, must bring a more global focus […]

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CASE Summer Institute in Advancement Services

July 31–August 4, 2017  |  Boston University  |  Boston, Massachusetts  | Bentz Whaley Flessner’s Jason Boley serves on the faculty of this CASE flagship training program for professionals who want to hit the books and revisit the basics. Jason will discuss: Acquiring Data and the Importance of Data Integrity Integrating Data Across the Organization and […]

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Big Ten Fund Raisers Institute

July 29–August 1, 2017  |  Lake Geneva, Wisconsin  | The Big Ten Fund Raisers Institute (BTFRI) is an intensive retreat where leading professionals share techniques for meeting common goals, accounts of successful practice, and information about emerging challenges. In the current economic climate, when higher education is relying more than ever on philanthropic support, high-level […]

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Charitable Giving

Giving USA 2017

Bentz Whaley Flessner is excited to report the significant figures announced in today’s release of this year’s Giving USA report. Total charitable giving rose 1.4%, in inflation-adjusted dollars, to an all-time high of $390.05 billion in 2016. Other key highlights include: While giving has now exceeded pre-recession highs, overall giving grew more modestly in 2016 compared to growth seen in […]

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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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BWF Announces Promotion of Karl Miller

Bentz Whaley Flessner is pleased to announce the promotion of Karl Miller to Managing Associate effective July 1, 2017. Karl joined the firm in 2016 and during this time he has provided counsel to great colleges and universities across the country as they achieved new fundraising heights. Karl has more than 20 of years of leadership experience in development. […]

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Apra’s 30th Annual Prospect Development Conference

July 26–29, 2017  |  Annaheim, California  | Was It Worth It? Predictive Modeling Evaluation July 27, 2017 3:00–3:45 p.m. presented by Josh Birkholz and Selina Griffin So you’ve built some models, purchased scores from a vendor, or basically stuck your neck out for integrating analytics into your fundraising program. Did it make a difference? How […]

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