AASP Summit: Impacting the Changing World of Philanthropy

October 30–November 1, 2017   |   The Hilton Chicago   |  Chicago, IL   | Bond Lammey, Managing Associate at Bentz Whaley Flessner, co-presents the session, The Cheese to Your Macaroni: Forming Strategic Alliances with Prospect Development, on Tuesday, October 31, 2017, at 3:15–4:30 p.m. Bond and Lindsey Nadeau or George Washington University will discuss how advancement services […]

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50th AHP Annual International Conference

October 18–21, 2017   |   New Orleans, Louisiana  | Join Bentz Whaley Flessner Healthcare Practice Leader, Mark Marshall, at the largest gathering of healthcare development professionals. The conference features 40+ diverse sessions amplifying best practices, trends and strategies; inspirational keynote speakers; idea-sparking programming; HIPAA best practices refresher;  and sessions for those new to healthcare as well […]

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social media fundraising

The 1.5 Million Wealthy Women of Facebook

At Bentz Whaley Flessner, we offer a suite of services including digital strategy development. As part of the strategy development process, we analyze, craft, and build targeted audiences for cultivation purposes. One audience and strategy that has been of interest to our clients is finding and delivering targeted messaging to high-net-worth constituents on Facebook. Recently, […]

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careers 1

Position Available – Project Associate

Description Bentz Whaley Flessner, a leading fundraising consulting firm for over 30 years, provides quality advice for every step of the development process to educational institutions, academic medical centers, healthcare systems, and arts and cultural organizations—around the world—with specialty counsel on advancement services, annual giving, prospect research, and analytics. Responsibilities As a Project Associate at […]

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Discovery Visit

Three Keys to Successful Philanthropy Discovery Visits

Discovery visits – a tedious and often a dreaded task for major gift officers. Most fundraising professionals realize this necessity but often do it reluctantly.  These visits are valuable for focusing your work, increasing philanthropic support, and can be personally rewarding. Building your donor pipeline –prospect identification is how the pipeline gets filled. Identification comes from […]

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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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integrated analytics

Integrated Analytics Drives Success

BWF Insight launched our 8th annual survey of the fundraising analytics community in May 2017. We sought to discover the trends in analytics methodology, applications, and tools popular with today’s analysts, paying special attention to the impact across the industry. We received responses from across the United States, Canada, and Europe from data practitioners working […]

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dollars slice of pie

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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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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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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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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