News and Resources

Fundraising Strategies for an Uncertain Economy

Giving in turbulent economic times presents special challenges. What worked one or two years ago may not be an effective approach right now. For a thorough analysis of giving strategies in this bear market, turn to the philanthropy experts at Bentz Whaley Flessner. Visit www.bwf.com to download the white paper on Giving in Tough Times or call us and see the advantages of working with thought-leading consultants who develop and use strategies to fit the times.

The Delicate Balance for Case Stating in Difficult Times

Bentz Whaley Flessner urges caution in making the case for your institution based on the volatility of financial markets. In the long run, development programs will be asked to make the case for the permanent charitable capital of endowment. Communicating that current financial struggles occur because of an institution’s dependency on endowment can linger with donors and potentially undercut the case for building endowment. We believe a stronger case can be made by demonstrating how an insitution is managing its finances and operations during this difficult time.

A Kaleidoscope of Prospect Development: The Shapes and Shades of Major Donor Prospecting

CASE has released Bobbie Strands latest book on prospect research, A Kaleidoscope of Prospect Development: The Shapes and Shades of Major Donor Prospecting, and it has received very positive reviews. For three decades Bobbie Strand has been a leader in prospecting, and this work highlights best practices including new tools, data mining, database screening, volunteer screening, fact-finding, ratings, prospect pyramids, track and donor management, gift accounting and managing a strong prospecting program.

Stimulus Package May Negatively Impact Healthcare Philanthropy

A part of the American Recovery and Reinvesting Act could affect the very core of robust healthcare development programs–the ability to directly fundraise from grateful patients. Language contained within the original House and Senate bills (H.R. 1, section 4406 (b); S. 1, section 13046(b)) would deny not-for-profit hospitals and healthcare providers access to names and addresses of patients in their own institutions for fundraising purposes, as it removes fundraising from the definition of health care operations.

Helping in Hard Times: Leveraging Advancement Services to Increase Productivity

The U.S economys downturn is affecting fundraising results. In times like these, perceived cost centers are sometimes slashed through staffing and budget cuts. Increasingly sophisticated nonprofits are finding, however, that such cuts to cost centers can be counterproductive. This is particularly true of advancement and development services. Smaller staff using fewer resources will yield inferior results. These inferior outcomes can negatively affect donor relationships, retention, and acquisition. If your organization needs to consider some belt-tightening due to sluggish giving, consider these advancement services solutions in lieu of budget cuts. Improvements in these areas will maximize your return on investment and help you generate fundraising momentum.

Innovations and Opportunities in Advancement Services

The best of higher education institutions are leveraging advancement services to enhance productivity. New tools and processing are being adopted to address data quality and quantity, databases, reporting tools, and people. Read how in the quest for innovation, advancement services teams need to be nimble without compromising accuracy and integrity.

Fundraising Analytics: Using Data to Guide Strategy

Learn how to turn your donor data into actionable knowledge for a vibrant, donor-centered nonprofit organization that makes maximum use of data to reveal the unique diversity of its donors.
Written by Joshua Birkholz, a leading practitioner and creative thinker in the world of analytics and philanthropy, to help nonprofits recognize the opportunities provided by fundraising analytics, this innovative book explores how analytics can be optimally used to drive success in fundraising. It provides step-by-step instructions for conducting analysis in-house and invaluable advice.
Organizations are seeing remarkable results through development of sophisticated systems for understanding their customers and using data to guide strategy. Part of the Wiley/AFP Fund Development Series, Fundraising Analytics is an easy-to-use, relevant book that can be used by all development officers with a vision towards deepening connection with donors and increasing nonprofit fundraising.

Giving During Tough Economic Times

Is the U.S. economy headed into a recession? How will the current downturn in the stock market affect philanthropy? What can fundraisers do? Our January 2008 Client Advisory addresses these questions.

Development Reports

Reporting fundraising results can be complex, and organizational standards may vary. But you can reassure donors and prospects that you are reporting solid, accurate numbers and also avoid negative publicity if you follow these three principles.

BIBLIOGRAPHY: A Guide to Development Research Resources

As the size and complexity of development offices have grown, the demands for more efficiency and effectiveness in constituent analysis and prospect identification are increasing. Resources designed for prospect development have changed dramatically in the last year. Creative and strategic thinking supported by the best technology available have re-invented prospect development as we have known it. You will find amazing new designs for prospecting in many of the references included in the 2007-2008 issue of the BIBLIOGRAPHY: A Guide to Development Research Resources.

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