survey

In the News: BWF and AASP Announce Survey Partnership

CHICAGO, IL, November 7, 2018. Bentz Whaley Flessner (BWF) and the Association of Advancement Services Professionals (AASP) are excited to announce our recent partnership focused on the development of a long-term survey strategy and methodology. BWF’s goal is to further support AASP in assessing industry trends, ensuring that the results are broadly informative, connected to […]

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Donor Journies

BWF Client Advisory: From Actions to Journeys—Seeing the World as Our Constituents Do

The past 10 years have seen an incredible advancement in analytics to support fundraising and engagement. Organizations of every mission and scale have created greater insight into who may give and how. Most analytics strategies, however, are constituent-focused and nearly entirely attentive to a single moment or outcome. This makes sense—it is a strong position […]

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downgrading-capacity-ratings

Keeping up with the Joneses: Downgrading Capacity Ratings

Prospect research professionals spend much of their time uncovering or confirming a prospect’s wealth, but what happens when research finds something concerning or that could negatively impact a prospect’s philanthropic capacity? Are researchers tracking or notifying fundraisers of prospects’ layoffs, divorces, or even criminal charges? The BWF Insight Research team has completed thousands of capacity […]

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small-boards

The Small Shop: Managing Your Board of Trustees

Board members are “mission critical” especially in the life of small nonprofit organizations. By paying close attention and understanding important characteristics of volunteer leadership, the organization will be positioned for long-term success. Two truly distinctive differences for the small shop board are the composition of the board and the role it plays. Board composition: Assembling […]

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Platform Fundraising

Platform Fundraising is Here: Are You Ready for It?

Josh Birkholz, principal at Bentz Whaley Flessner, recently wrote an interesting article articulating our firm’s vision and predictions for platform fundraising. Here is a short excerpt. “Today, it feels similar to the early 1980s of prospect research and the early 2000s of analytics. However, the scattered, under invested new reality is the world of platform […]

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champions

Reviewing Your Post-Season Playbook for Alumni Engagement

With a storied history including a top-20 national ranking in all-time victories, a top-10 national ranking in both all-time winning percentage and 20-win seasons, and ranking third in regular season conference titles behind perennial NCAA men’s basketball powers Kansas and Kentucky, Western Kentucky University is no stranger to post-season play. So perhaps it is expected […]

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stadium-seats

Repeal of the Athletic Seating Deduction

How has the athletic seating deduction rule worked before this year? Historically donors have not been able to deduct donations for athletic seats because they receive a benefit in return for the donation. Many colleges and universities adhered to the 80/20 principle, which only applied to athletic seating and treats 80% of the seat price […]

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differentiation

Using Analytics to Uncover the Personas within your Constituency

Today nonprofits of every mission and size continue to leverage analytics to inform individual constituent persona behavior, predict outcomes of campaigns, and assess program performance. The benefit of fundraising analytics for them is foundational: apply individual-level insights to large populations. Any fundraiser could filter through a list of 100 known names and identify top prospects, […]

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referral

Client Advisory: The Importance of Personal Referrals

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 […]

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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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digital-strategy

Facebook and Cambridge Analytica: What You Should Know

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 […]

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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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