report-results-featured

Client Advisory: Giving USA 2018 Report

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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Bridging the Gap

5 Ideas for Engaging Next Gen Donors

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 […]

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systems-training

Creating a Comprehensive System Training Plan

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 […]

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real-estate-value

Assessing Philanthropic Capacity for Prospects in High Cost of Living Areas

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 […]

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fundraising comparison

How Does Your Nonprofit Compare? 5 Takeaways from the Major Gifts Fundraising Benchmark Study

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 […]

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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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