Advancement Services Report

Provided as a service of Bentz Whaley Flessner

Tuesday, March 25, 2008

Wealthy People Increasingly Give Online, Study Finds

The Chronicle of Philanthropy's Elizabeth Schwinn explores the findings of a study, conducted by Sea Change and Convio, that found that affluent people are increasingly likely to use the Internet to make their charitable donations.

Read more of this 3/24/08 Chronicle of Philanthropy article.

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Good Resource

Visit Bentz Whaley Flessner's Philanthropy News Report. It's a good resource to use to stay on top of what's happening in the world of philanthropy.

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Sunday, March 23, 2008

Upcoming Webinar


It "Takes a Village": Developing Prospects for Research and Non-Research Professionals

Click here to register.

The critical points of collaboration and the essential nodes for information handoff strategies between research officers and fundraising officers must be as smooth and flawless as any relay team. This session will explore many ways in which the entire development team can facilitate prospect development. Passing the baton, however, requires knowledge of fundraising and research. This Webinar explores the dialogue and practices that will facilitate mutual understanding of the roles of front-line fundraisers and internal support teams. Learn techniques and technologies to enhance the collaboration to build effective, donor-centric major gift efforts.

Date: April 10, 2008
Time: 12:00 Noon Central Time
Duration: Approximately 1 hour
Cost: No charge for current clients of Bentz Whaley Flessner, $195 for non-clients
Deadline: Registration (and payments for non-clients) must be received by 5 pm April 9

Full participation in these webinars is applicable for one (1) point in Category 1.B-Education of the CFRE International application for initial certification and/or recertification.

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Upcoming Conference

CASE Annual Conference for Senior Advancement Services Professionals

April 24, 2008, Denver, CO

Scott E. Fendley will present Reporting: Simple yet Robust. Numbers. We advancement services folks live in the world of numbers and data, but to many others in advancement and around your institution, those numbers are a crash course in Sanskrit without a CD-ROM from Rosetta Stone. Discuss how to work with others to develop the simple, yet robust reports to convey your information and help save your sanity as you won't have to keep rewriting them over and over again.

Conference details


India Dominates Billionaires' List

The most surprising news in Forbes's latest Global Billionaire list isn't that Bill Gates has been toppled as the world's richest man ... the biggest surprise is the rise of the Indian rich - four of the top eight billionaires in the world are from India.

Read more on this in the the Wall Street Journal's 3/6/2008 Wealth Report.

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Tuesday, March 18, 2008

Check it out

Check out the 3/24/08 issue of Forbes magazine. The issue has lots of articles and information on the topic "Billionaires: The Richest People in the World."

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Monday, March 17, 2008

Senate Signals Support for Expanding IRA Rollover to Include Life-Income Gifts

The National Committee on Planned Giving reports that the Senate approved its fiscal year 2009 budget resolution (S. Con. Res. 70). The resolution includes language that calls on Congress to reinstate the IRA Charitable Rollover, which expired on December 31, 2007, and expand the provision to allow for life-income agreements, including charitable gift annuities, charitable remainder trusts and pooled income funds. The budget resolution is a non-binding document that sets aggregate spending and revenue targets for the fiscal year beginning October 1, 2008 and outlines broad policy goals.

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Tuesday, March 11, 2008

Inc. Magazine/'s 2008 Executive Compensation Guide

The Executive Compensation Guide is a comprehensive database of salaries across a variety of categories.

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Thursday, March 6, 2008

Are Reports Part of the Big Picture in Campaign Planning?

Take a look at this Occasional Paper authored by Scott Fendley on how campaign reporting fits into campaign planning discussions.

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New Podcast Available!

Scott Fendley talks with Jon Thorsen, Director of Advancement Services at The Nature Conservancy, about strategic planning for advancement services.

Listen to the recording by navigating to the "Podcast" section of this blog (located in the column on the right hand side of the screen) to download the podcast or click on this link to listen to the interview.

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Tuesday, March 4, 2008

What Is "A" Transaction?

Description of article: "Development officers count the total number of gift transactions as part of their performance measures. However, a single transaction can take a few minutes or days or even weeks. It depends on whether it's just a check or a mysterious transfer of stock."

Read this article from CURRENTS, CASE's magazine (subscription required).

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