Ultra-Wealthy-Giving

Understanding Your High- and Ultra-High-Net-Worth Donors

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 […]

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Tax-Bill-Impact-on-Charitable Giving

2017 Tax Bills and Charitable Giving

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 […]

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CASE Annual Conference for Development Researchers

November 15–17, 2017  |  Baltimore, Maryland  | As development research, prospect management and development analytics professionals, we provide the information and analysis that ensure our organizations focus on our most essential prospective donors. This conference will examine our role from multiple perspectives, focusing not only on the skills we bring to the fundraising process, but […]

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Digital Major Gift Lead Generation

How To Use Social Media to Find New Major Gift Prospects

Social Database Prospecting Social Networks have been collecting and purchasing massive amounts of data in the past three years. This data is now available for organizations to mine and build custom audiences for cultivation purposes. The files include wealth, affinity, and giving information. This is exactly the kind of data that is useful in finding […]

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2017 Healthcare Survey

What the Affluent Think About Giving to Healthcare

Bentz Whaley Flessner is pleased to present the results of our 2017 Healthcare Survey on What the Affluent Think About Giving to Healthcare. The survey is designed to keep you informed on trends and attitudes towards healthcare giving. We hope the information we produce provides insight and assists you in evaluating and fine-tuning your programs […]

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Gift-Processing-Roles

Defining Roles: Gift Processing and Finance

Understanding Distinctions Between Gift Processing and Finance Roles Organizations often struggle to fully understand the distinctions between gift processing and finance roles and responsibilities. While these departments are sometimes viewed as one, they serve different but complementary purposes. Processes and technologies must support these different functions. Outlining the goals, priorities, processes, and needs of each department […]

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data committee

Establishing a Data Governance Committee

Data is one of a fundraising organization’s most valuable tools. Data serves as the foundation for good decision making and goal setting and informs strategic priorities. However, in order to effectively employ data, proper maintenance is critical. Data governance committees can be a valuable resource in developing policies and procedures for effective data management and […]

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3 Steps to ensure your campaign is as successful in stewarding gifts as it is securing them.

Putting Stewardship First: 3 Recommendations for Stewarding Gifts

When planning a campaign, there are many questions institutions must ask of themselves. How much money should we realistically be trying to raise, and over what period of time? Do we have a strong enough case for support? Do we have enough prospects at each level on the gift pyramid? Do we have strong enough internal and external leadership? Do […]

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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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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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