Community Foundations Celebrate 100th Anniversary

On January 2, 1914 The Cleveland Foundation was born.  Its founder, Fredrick H. Goff envisioned this community foundation as an endowment that would pool philanthropic gifts for the betterment of Cleveland.  Shortly thereafter, community foundations were created in Chicago, Boston, Milwaukee, Minneapolis, and Buffalo. Today there are more than 700 community foundations in the U. S.

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Going the Extra 3,000 Miles

Don Souhrada and Randy Borman at the headquarters for the Cofan Park Guard program in Lago Agrio, Sucumbios Province

Don Souhrada and Randy Borman at the headquarters for the Cofan Park Guard program in Lago Agrio, Sucumbios Province.

For all of us who work at TW&B, spending time on a client’s turf is essential. On site visits, personal meetings, and any other form of direct interaction with the real-life places in which our clients operate is critical for us. This interaction is key for us to shape a case for support, discover fundraising challenges and opportunities, and to develop a plan to advance each organization’s mission. In the case of TW&B client, Cofan Survival Fund (CSF), the “turf” is 1 million acres of the Amazon tropical rainforest in Ecuador, for which the indigenous Cofan Tribe has legal management authority and in some cases, legal title.

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Service Spotlight: Executive Search

Talent acquisition for any organization is a monumental undertaking. In the non-profit sector it is especially challenging. That’s why organizations reach out to TW&B to assist them in finding accomplished professionals to meet their staffing needs. Given our experience both as chief development officers and consultants, we know how to recruit proven leadership.

Our goal in all of our searches is to identify  the best candidates matching both experience and personality to the needs of the organizations we serve.  Whether it is conducting a search for a chief executive officer or a chief development officer, TW&B’s extensive regional and national network of organizations, institutions, and professional affiliations, gives our clients access to top-notch candidates.

Our process includes interviews with key senior management and board leadership to determine the type of candidate being sought. We  prepare a position description to aid in our efforts to  seek  potential candidates from our network of nonprofit contacts. After conducting extensive screening and interviews, we present our clients with excellent candidates which meet their requirements.

To learn more about our Executive Search services, please contact Heidi Waltner-Pepper at or call 312.222.0560.

New TW&B Office on West Coast

Ter Molen Watkins & Brandt is pleased to announce the opening of our new office in California, expanding our services to better support west coast clients. Senior Partner, Gene Brandt is heading our west coast operations where he will work alongside June Poust, senior counsel. June brings over 30 years of experience to TW&B,  most recently serving for five years as the executive director for development at UCLA.

“We are delighted with the reception that we have received on the West Coast, and we are looking forward to working with a wide-variety of exceptional clients here. June Poust brings incredible experience to our firm, and we think that we have a top-notch team to provide consulting services. We are also pleased to welcome one of the top liberal arts colleges in the country, Claremont McKenna College to our TW&B client list.” Gene Brandt, Senior Partner

Gene can be reached through our office in Chicago, by dialing 312-222-0560 ext. 226, or on his mobile phone, 312-375-7283.  June can be reached at 213-304-6512.  Both can be reached by email: or

TW&B Announces Leadership Appointments

Ter Molen Watkins & Brandt, LLC announces the appointment of Jonathan R. Heintzelman as Chairman and Partner of the firm, and Dean A. Rein as President and Partner. They succeed Clyde P. Watkins and Gene S. Brandt, respectively, both of whom assume the title of Senior Partner.

Nora D. Kyger has also become a partner in the firm in addition to her appointment to the role of Executive Vice President. Continue reading

Service Spotlight: Fundraising Analytics

AnalyticsIncorporating analytics in the fundraising process is more than the latest trend. It is a critical component for organizations in their quest to raise more money.

Consider the 2012 presidential election. Using analytics, famed statistician Nate Silver predicted the outcome of every state correctly. Political campaigns are using analytics to get out the vote. Modern political campaigns know precisely on which doors to knock at the local level to get their likely voters to the polls. They marshal their limited resources efficiently in a short amount of time for maximum result. Continue reading

The Odd Couple: Capital Campaigns and Major Gift Fundraising

Jon HeintzelmanHistorically, planned giving and fundraising campaigns have had a somewhat rocky relationship. There is sometimes a dismissive attitude towards planned giving (and, by extension, those making planned gifts) from the principal and major gifts departments of development. This attitude usually stems from the rather erroneous assumption that those prospects opting for planned gifts really are “getting off easy,” and that development shops that promote planned giving enable major gift prospects to take the easy way out. Continue reading

Client Testimonial: Hephzibah Children’s Association

We recently had the pleasure of working with Molly Philosophos and Liz Condon at Hephzibah Children’s Association. Hepzhibah Children’s Association provides group homes and foster care for children from abusive or neglectful homes. Hepzhibah also offers family services and award-winning daycare.

Clyde Watkins and Heidi Waltner-Pepper worked with Hephzibah to develop a major gift strategy for endowment growth. Here’s what Molly Philosophos had to say about working with us:

“Working with Ter Molen Watkins & Brandt on our Planned and Major Giving Program was a wonderful experience. Clyde Watkins and Heidi Waltner-Pepper brought an incredible wealth of knowledge to our project. They helped us strengthen Hephzibah’s existing Planned and Major Giving program, and developed a detailed road map for building an endowment fund. For a reasonable price, the team crystallized a strategy to help Hephzibah be successful. Ter Molen Watkins & Brandt made us feel like a top priority, which I suspect they do for all of their clients.  I would highly recommend them to anyone needing assistance regarding development.”

TW&B Service Spotlight: The Annual Giving Assessment

Blog Spotlight

Is your organization on track to reach its annual fund goal this year?

If your organization is not meeting its annual fund goals, TW&B can help determine how to get your program on track by broadening your base of support and maximizing the total yield from current constituents.

The TW&B Annual Fund Assessment is a chance for your organization to take a step back from the day-to-day scramble to determine what limits your program from reaching it’s true potential. Chances are, the key to unlocking your program’s potential is hidden in your data and we’ll start by evaluating the qualitative data on your existing effort.

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