Josh, President and CEO of BWF, is a leader in big philanthropy and innovator for the business of fundraising. In his 15 years of consulting the leading nonprofits, universities, and healthcare centers around the globe, Josh has redefined how we look at modern program design, fundraising in a smart economy, and branding in the high net-worth marketplace.
Josh is widely regarded as a trailblazer of 21st-century development strategies, having authored the sought-after book, Fundraising Analytics: Using Data to Guide Strategy and contributing to the books A Kaleidoscope of Prospect Development and Return on Character.
Josh is the Chair of the Advisory Council on Methodology for Giving USA. He is an instructor at the Rice University Center for Philanthropy and Nonprofit Leadership. He has the Crystal Apple Award for Teaching Excellence from CASE. And he is a recipient of the prestigious Apra Visionary award for his contributions to prospect development.
Mark is the president of philanthropic counsel at Bentz Whaley Flessner serving clients across the philanthropic landscape—including great academic and healthcare institutions. With 30 years of fundraising and nonprofit leadership experience, he brings a wealth of experience in capital campaigns and strategic planning to clients. He has particular interests in major and principal gift strategies, and strengthening development teams through coaching of leadership.
Prior to joining the firm he served as vice president for development and alumni relations at William Mitchell College of Law in St. Paul, Minnesota. Prior to that, he served for over ten years at the University of Minnesota’s Medical Foundation as director of development for special programs and as director of alumni relations and special projects. During that time he was part of the university’s $1.5 billion campaign.
Mr. Marshall holds a Bachelor of Arts from St. Olaf College in Northfield, Minnesota, and has completed his MBA. He has been a presenter and has served in volunteer capacities for CASE, Apra, AFP, AAMC, and the Planned Giving Council. He also serves on the International Advisory Board for AHP.
Katrina is the chief operating officer and president of philanthropic services at Bentz Whaley Flessner specializing in fundraising operations and systems. With over 18 years in non-profit management, she is a recognized expert in donor management systems and conversions, organizational structures, integrated and direct fundraising, and donor relations.
Prior to joining the firm, Katrina served as the director of development operations for the George W. Bush Presidential Center, where she oversaw database management and reporting, prospect development, integrated gift administration, membership services, and communications. Previously, Katrina worked at Southern Methodist University, where she served as the director of development management systems, leading the implementation of the emerging Blackbaud CRM system. She also spent several years serving as the vice president of development and marketing at Bon Secours Health System.
Katrina earned a Master of Liberal Studies in Communication, Media, and Technology from Southern Methodist University and a Bachelor of Arts in Political Science and English from Florida State University.