The Latest from TW&B: Blog

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Service Spotlight: Campaign Planning

With the year coming to a close, many of us are getting ready to travel, to celebrate the holidays with family and treat ourselves to a well-deserved vacation. But what seems like a nice break often takes a great deal of preparation. When we make our travel arrangements well enough in advance, we can get better deals on flights and hotels. We plan activities so that we know what we’re doing once we get to our destination. Some good planning ahead of time makes our trip relaxing and fun, rather than an anxiety-inducing scramble.

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How to Celebrate your Donors

Do you and your organizations CELEBRATE your donors?

I’m not referring to acknowledgment, recognition or stewardship, but actually celebrating their role in advancing the mission of your organization. Oftentimes nonprofit organizations get mired in the processes and procedures related to gift acknowledgement and recognition systems. Those are important elements of a successful development operation and should not be taken lightly. But by celebrating the gifts bestowed upon our organizations from our varied donor constituencies, we develop stronger, sometimes lifelong, relationships. Continue reading

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Going the Extra 3,000 Miles

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 hpepper@twbfundraising.com or call 312.222.0560.

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Good Strategic Planning Should Precede Your Campaign

Regardless of your institution’s reliance on strategic planning as a regular part of institutional governance and management, your case for support will be far stronger if it is based on a recent and thorough review of direction and priorities.

Additionally, many institutions have a difficult time getting their board members to focus on the need for a campaign, and their respective roles in making it a success. Often, this is because the board is put in a reactive position to the institutional objectives presented rather than having a sense of ownership, as their fundamental role requires. Continue reading

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The Role of Board Members in a Capital Campaign

Aside from their responsibilities for self-perpetuation, and the selection and oversight of administrative leadership, the two fundamental responsibilities of a not-for-profit governing board are to assure that their institution makes continued progress in the furtherance of its mission, and to guarantee the availability of the financial resources necessary to do so. Both of these latter charges come into sharp focus in relation to capital campaigns. Continue reading

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Service Spotlight: Fundraising Analytics

Incorporating 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 Planned Giving

Historically, 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.”