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.

Jon Heintzelman joined TW&B as Executive Vice President in 2013 from Loyola University Chicago. As Senior Vice President for Advancement at Loyola, he led a highly successful $500 million capital campaign.

Dean Rein also joined the firm in 2013, moving from his position as Executive Vice President of the ProHealth Care Foundation in Waukesha, Wisconsin, where in addition to his fundraising accomplishments, he designed and completed the merger of two separate foundations.

In their new administrative capacities, Jon will have general responsibility for TW&B’s visibility and positioning, while leading meetings of the firm’s five-member management committee. Dean will oversee all day-to-day business of the firm and will manage and coordinate staff activity. They will work together with the other members of the management committee to assure the firm’s continued growth.

Clyde Watkins and Gene Brandt will continue to consult and work on client development activities, as well as serving with Jon, Dean and Nora on the firm’s management committee.

Ter Molen Watkins & Brandt, LLC is one of the leading consulting firms in Chicago to the national not-for-profit community, offering a broad range of consulting in fundraising, development analytics, strategic planning, board development, and executive search.

Since its establishment in 2003, through the merger of two established local firms, TW&B has grown to a staff of twenty, and has established a regional office in California.

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.

Continue reading

Philanthropedia Recognizes Access Living as One of the Top Nonprofits in the Country for People with Disabilities

Access Living

At the end of 2013, Chicago-based Access Living was named #12 in a national list of 16 top nonprofits for people with disabilities. Philanthropedia, a division of GuideStar, surveys foundation professionals, researchers, and nonprofit senior staff to compile the list. While the 15 other honorees work on a national scale, Access Living was the only local nonprofit to make the cut.

Access Living was recognized for its outstanding work as an advocate for civil rights and a resource for training and support. The organization emphasizes public policy and social reform, and the majority of the staff is made up of people with disabilities. Due to their great work, they have helped many Chicagoans with disabilities live independent and fulfilling lives.

At TW&B, we’re proud of all the work we’ve done with Access Living, and we congratulate them on this honor!

Stolen Renoir Returned to the Baltimore Museum of Art

Over 60 years since it was stolen, a small Renoir landscape is finally returning to our friends at the Baltimore Museum of Art.

Martha Fuqua, who claimed to have purchased the painting for $7 at a flea market, had attempted to auction it in September 2012. It was discovered that the painting had been reported stolen from a November 1951 exhibition.

After this information was revealed, the FBI took it into possession to await ruling from a federal judge. On Friday, January 10, it was awarded to the BMA, who plans to exhibit it in March.

At Ter Molen Watkins & Brandt, we’ve been proud to provide our counsel to the BMA for its “In A New Light” campaign, which has already exceeded its original $65 million goal. TW&B offers our congratulations to the BMA on the return of their Renoir!

TWB Sponsors Development and Membership Luncheon at AAM Meeting

AAM Lunch

Ter Molen Watkins & Brandt was pleased to serve as one of the sponsors for this year’s American Alliance of Museums Development and Membership (DAM) luncheon at the annual AAM meeting, held in Baltimore.  “Museums play such an important role in our society, and we are delighted to serve some of the very best ones in the country as their counsel” said Gene Brandt, TWB President.  “Our firm has such a solid background in museum fundraising, starting with our retired colleague, Larry Ter Molen and his amazing career at the Art Institute of Chicago.  For years, Larry and I were cross-town colleagues, with him at the Art Institute and me at the Chicago Museum of Science and Industry.  The Museum world faces amazing challenges, and we are working with our clients to help them face those challenges successfully.”

TW&B’s current clients include the Baltimore Museum of Art, which has already exceeded its $65 million campaign goal for endowment, capital, operating support and immediate impact funds.  “We work with large and small museums, and we truly love each and every one of them,” said Brandt.  “With the AAM meeting in Baltimore this year, we were especially happy to support the BMA to make the meeting a great success.”  TW&B also recently sponsored the Opening Reception for the annual AMDA (Art Museum Development Association) conference in Chicago.

Alumni Relations in the Age of Online Education (Part Two)

watkins_lg-120x150Think about it.  Pretend you are a college student, registered at any given institution, taking most of your courses online with the blessing of the school.  Soon, you begin to hear that there are some really interesting classes offered by other institutions that will give credit toward your degree.  Then you learn that there are a lot of these courses that you can take for much less money than the tuition your home campus is charging.  Then you realize that you can take all of your courses online, from a variety of schools, for a lot less than signing up to attend a traditional campus based institution, even if it offers online courses and accepts others.  Granted, the ultimate degree won’t be as recognizable, or as prestigious as the traditional system we have known in this country, but then again, perhaps that’s not what counts anymore.

Do you need friends?  In addition to the ability to send photographs of your most recent mani-pedi to every single person you know via Facebook, you have an entire new population of school chums available through your online courses, and it is an international population.  Already, enrollees through Udacity, Coursersa and edX are trading insights and commiseration with fellow students on multiple continents – and after all, isn’t online relationship maintenance the preferred medium today anyway?

If we don’t act quickly, the historical definition of alumni relations as we have known it is complete toast.  It may be already.  What does attendance at your reunion look like these days?  What does it take to get an appointment, press the flesh, make live eye contact (let’s not forget Skype and FaceTime!) – all presumed fundamentals to engagement and effective fundraising.

Alumni relations must become increasingly social media based.  It must convince academic leaders that institutional alumni marketing must be linked to online course offerings.  We must find ways to offer attractive online alumni programs to facilitate communication between and among alumni – no matter how flimsy the definition of may appear to them initially.  Remember, recent graduates never have appreciated their special status for what it is worth, so the basic challenge is the same.

We must derive entirely new forms of recognition for alumni achievement and service.  We must reduce the existing limitations to reach – or at least hear from – institutional leaders, including key faculty leaders and icons.  We must revise our offerings of institutional identity to reflect the latest versions of what people – and especially young people – hold dear.  We must invest in design, to make our offerings attractive.  And we must simplify.  As there is more and more available on the internet, those who make it fast, easy and attractive will win.

I’ll bet many of you reading this have already been thinking about this conundrum.  I welcome your feedback!