Rex Otey Promoted to Senior Managing ConsultantJuly 26, 2021

Leadership Team Expands Charleston—The Winkler Group, a national nonprofit consulting firm headquartered in Charleston, South Carolina, announces an expansion of its leadership team with the appointment of Rex Otey to Senior Managing Consultant.  Mr. Otey is based in the Winkler Group’s Charlotte, North Carolina, office.  The firm continues to experience record growth; expanding the leadership...

Turning Disruption into Opportunity: The Tools You Need for a Strategic Plan that WorksJuly 22, 2021

Throughout the pandemic, many nonprofit organizations turned disruption into an opportunity for innovation. They found new ways to operate and make an even bigger impact on their communities. An effective—and updated—strategic plan is a must for your organization to work at optimum efficiency and capitalize on your new opportunities. Nonprofits can learn how to update their...

Winkler Group Enhances Focus on Client ServiceJuly 20, 2021

Establishes New Client Services Coordinator Position Charleston—To demonstrate the Winkler Group’s commitment to its clients, the firm has developed a new position: Client Services Coordinator. Exceptional service has always been a hallmark of the Winkler Group and one of the primary drivers of the firm’s growth over its 17-year history.  Nonprofit specialist Stacy Emory has...

Just Released: The 2021 Strategic Planning ToolkitJuly 13, 2021

A Comprehensive Guide to Re-evaluating an Existing Strategic Plan or Developing a New One Nonprofits have turned disruption into innovation. There’s little doubt that the landscape for nonprofits has changed this past year—we’ve discovered what never worked well, or what opportunities we had been missing all along. These new opportunities can take an organization, a...

How Stakeholder Engagement Can Serve Your Organization Beyond the Strategic PlanJuly 1, 2021

Guest post by Tamela A. Spicer, M.A., Program Manager, Dorothy A. Johnson Center for Philanthropy The strategic planning process can be a big investment for any organization to undertake. Done well, it will take time and resources. Not only is the planning process a way for the board and staff to map out the future...

Winkler Group Expands Charleston OfficeJune 30, 2021

Jessica Garrett Joins Firm as Consultant Charleston—The Winkler Group continues to grow with the addition of Jessica Garrett, a leader in the Lowcountry philanthropy community.  Garrett has nearly 20 years of experience working with area organizations to generate revenue and develop the resources that help nonprofits achieve their missions.    An expert in donor communications, Jessica has worked with nonprofits, schools, and universities across all sectors, yet her...

Five Key Takeaways from Giving USA 2021: Member NotesJune 15, 2021

written by Tim Winkler, Jim Bush, and Jessica Browning, Winkler Group Principals The Giving USA 2021 report can be summarized in four words: Americans are extremely generous.    In a year filled with tremendous heartbreak, giving soared to record highs.  Giving in 2020 grew 5.1 percent to $471.44 billion, a level we have never seen before. Giving as...

Winkler Group Sponsors and Leads Sessions at Planet Philanthropy 2021June 9, 2021

Written by Rachel Santos, Marketing and Sales Coordinator Winkler Group Principal Jim Bush and Director of Client Services Nikki Rach were featured presenters at the Planet Philanthropy 2021 conference in Orlando, Florida. AFP Florida's Planet Philanthropy, held June 6 – 8, is an event that draws hundreds of nonprofit leaders from across the state to learn...

An Easier Way to Raise MoneyMay 11, 2021

Written by Jim Bush, Principal and President You can raise significantly more money each year by just keeping your current donors happy and fulfilled. A 1% increase in retention rates can mean as much as $123,000 in new revenue next year.  Donor retention isn’t hard.  Clearly it’s worthwhile.  So why are we, as fundraising professionals,...

Winkler Group Invited to Lead Multiple Sessions at Planet Philanthropy 2021May 4, 2021

The Winkler Group is proud to sponsor and present at AFP Florida's Planet Philanthropy, held June 6 – 8 at the Caribe Royale Resort in Orlando. The annual event draws hundreds of nonprofit leaders from across the state to learn best practices from each other and from industry leaders.  This year marks the eighth time the Winkler Group...

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