Getting new gift officers off to a strong start is important to their future success. They need to feel supported, appreciated, and wanted. Having a thorough onboarding plan is only part of that process. While getting a campus tour to orient them to their new surroundings and providing them with new supplies and office keys […]
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Stefanie is one of the best salespeople I’ve ever met. She earns bonuses for her productivity and is often asked by the company she serves to lead trainings of new salespeople. She is persistent, provides great customer service, and believes in the company and the products they sell. But what makes her a superstar sales […]
Bentz Whaley Flessner is excited to report the findings of this year’s Giving USA: The Annual Report on Philanthropy. Presented by the research team at The Indiana University Lilly Family School of Philanthropy and the fundraising professionals at Giving USA Foundation, The Giving USA report is the longest-running, most comprehensive report on philanthropy in the […]
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Several BWF clients have asked our thoughts on the Facebook and Cambridge Analytica data controversy and what advice we have at this time. At this point in our current media cycle, it is likely you have heard about the Cambridge Analytica/Facebook controversy, but just in case; Facebook recently suspended a data analytics company called Cambridge […]
When I think of the next generation of donors, I think of individuals who were raised in an on-demand culture and have been shaped by social media, mobile technology, a post 9/11 world, and a deep recession. They are self-starters, self-learners, and self-motivators. Universal connectivity, highly curated global information, on-demand video, and 24/7 news cycles […]
In the midst of uncertainty caused by shrinking profit margins and limited resources, C-Suite interest in and reliance on cash flow generated by development shops has never been greater. As nine- and ten-figure campaigns are becoming the norm, there is a growing need to be able to reconcile and explain any differences between campaign counting […]
Almost every organization recognizes the value and benefits of developing training plans and delivery on your software system. When done properly, training can make employees more efficient—increasing proficiencies, productivity, and morale, while decreasing costs. Training can streamline processes and save time and increase compliance with regulations. It can even lead to a happier, more satisfied […]
What is your organization’s approach to assessing philanthropic capacity of your prospect pool? Do you use a formula provided by your wealth screening vendors or another industry-standard formula? Perhaps your organization assesses capacity based on demonstrated philanthropic giving to your institution or other nonprofits. As cost of living climbs in some U.S. cities to unprecedented […]
5 Takeaways from the Major Gifts Fundraising Benchmark Study The 2017 Major Gifts Fundraising Benchmark Study was recently completed and released. For the study, over 600 nonprofit organizations in a variety of sectors from the U.S. and Canada were polled in early 2017. This study was sponsored by the Association of Philanthropic Counsel, funded by […]
The confetti has been swept up, the banners have been taken down, and your best volunteers and donors have resumed their normal lives—that’s right, your campaign is now public! Congratulations! But now what? The months and years following a campaign launch are some of the hardest for advancement teams. The excitement of going public is […]
Last week, The Philanthropy Workshop released a study on the perspectives and philanthropic practices of high- and ultra-high-net-worth individuals. This study was based on 219 survey responses and 20 in-depth interviews with philanthropists and includes several interesting findings on the behaviors and motivations of wealthy donors. High- and ultra-high-net-worth donors use multiple channels. The study […]
How the Proposed Tax Changes May Impact Charitable Giving As the House and Senate Republicans release details on their proposed tax bills, many nonprofit organizations have been asking how the proposed changes may impact charitable giving. While the details of these bills are constantly evolving, and there are several additional components that may impact nonprofits […]
November and December represent the high point of philanthropy for many organizations. So before you and your team turn your attention to lighting candles, planning celebrations, or roasting the perfect bird, now is the time to recommit to executing strong year-end fundraising strategies. For these reasons, and many more, the holiday season is a reason […]