CRM implementation and system updates can be daunting and complex tasks for institutions that can take years to complete. BWF provides clients with strategic counsel and guidance for each phase of the system migration. We detail how this partnership is a key component to the process’ success.

Philanthropy operations managers are constantly seeking ways to optimize budget and reallocate resources to best serve the business need. Outsourcing select business processes can be a valuable option. BWF outlines considerations and insights to take into account when evaluating which services could be outsourced within an organization.

Identifying complexities of the landscape will help you develop a concrete and executable technology and operations roadmap.

While most healthcare concierge programs are not focused on philanthropy, these programs are playing an increasingly important role in fundraising. With the blurring lines between concierge services and intentional grateful patient fundraising, the question becomes what the appropriate use of data is.

In the midst of uncertainty caused by shrinking profit margins and limited resources, C-Suite interest in and reliance on cash flow generated by development shops has never been greater.

Organizations recognize the value and benefits of developing training plans and delivery on the software system. When done properly, training can make employees more efficient—increasing proficiencies, productivity, and morale, while decreasing costs. But creating effective training isn’t easy.

Organizations often struggle to fully understand the distinctions between gift processing and finance roles and responsibilities. While these departments are sometimes viewed as one, they serve different but complementary purposes. Outlining the goals, priorities, processes, and needs of each department can help build a more cohesive and collaborative relationship.

Data governance committees can be a valuable resource in developing policies and procedures for effective data management and communication of the organization’s data standards. BWF reviews the components of a data governance committee and advises on how to establish one successfully.

One critical but often overlooked aspect in achieving a successful fundraising program is the relationship and interaction between gift officers and operations staff. While gift officers interact directly with donors and strive to build lasting relationships to garner support for the organization’s mission, operations staff are the gatekeepers of valuable data and ensure proper processes for data accuracy.