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Donor Stewardship: The Art of Saying Thank You

By | All Posts, Donor Cultivation, Fundraising, Major Gift Solicitation, News You Can Use, Stewardship | No Comments

Katie Lord Senior Consultant In today’s fast-paced digital arena, many nonprofits have moved to a digital donor acknowledgement system in an effort to save time and increase the speed of gift acknowledgement. While this system can be effective from a recordkeeping standpoint for the organization and the donor, this can often be a missed opportunity to 1) convey true donor…

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High-Quality Onboarding Essential to New Employee Success

By | All Posts, News You Can Use, Organizational + Personal Development | No Comments

Sandi Grimm Director of Administration Have you ever started a new job and after the first day, you feel like a visitor to a new land? That sounds pretty normal, but hopefully everyone involved is speaking the same language. Proper onboarding will not only make lives easier, it makes for greater productivity. According to the Society for Human Resource Management…

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March 22: 2016 501 (c) Success National Speaker Series – Dr. Debra Mesch, Women’s Philanthropy Institute

By | All Posts, Fundraising, Prospect Research, Special Events | No Comments

Gender Matters in Philanthropy:  register now for the 501 (c) Success National Speaker Series with Dr. Debra Mesch, Director of the Women’s Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy. Tuesday, March 22, 2016 7:30 – 9:00 a.m. 7:30 a.m. – Continental breakfast served 7:55 a.m. – Program starts Kauffman Foundation Conference Center 4801 Rockhill Road Kansas City…

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JB+A Client Successes

By | All Posts, Byrne Pelofsky Client Fundraising Success, Current Events/News, News You Can Use, Uncategorized | No Comments

Wonderscope Children’s Museum Welcomes New Leader JB+A is pleased to announce, that after a search conducted by our firm, Ms. Roxane Hill has accepted the position of Executive Director of the Wonderscope Children’s Museum. Ms. Hill brings a wealth of experience and expertise from her most recent position as the Vice President of Development and Communications for The Children’s Place…

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Missouri Governor Appoints and Senate Unanimously Confirms Jeffrey Byrne to State Authority

By | Current Events/News, Legislative + Advocacy | No Comments

Jeffrey Byrne Continues Service to Nonprofit Health and Educational Institutions Kansas City, MO (February 4, 2016) — Jeffrey D. Byrne, President + CEO of Jeffrey Byrne + Associates, Inc., has been appointed by Governor Jay Nixon to the Missouri Health and Educational Facilities Authority (MoHEFA). Byrne will be joining the seven-member appointed Authority to assist health and educational facilities across Missouri…

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Fidelity Charitable Shares 2015 Donor-Advised Funds Growth

By | All Posts, Current Events/News, Fundraising | No Comments

As part of JB+A’s 15th Anniversary celebration, we hosted an educational program last November about the growing prevalence of donor-advised funds.  Featured guests Matt Nash from Fidelity Charitable and Debbie Wilkerson from the Greater Kansas City Community Foundation joined Jeffrey Byrne in exploring the role of donor-advised funds in the powerful future of philanthropy.  You can read a recap of…

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Donor Acknowledgment vs. Donor Appreciation

By | All Posts, Donor Cultivation, Stewardship | No Comments

Katie Lord Senior Consultant Upon receiving a gift to your organization, it is important to remember that there is a definite distinction between a donor gift acknowledgement and donor recognition/appreciation. Both are vital to the continued cultivation and management of a donor stewardship plan. However, the two should not be combined. Each communication should be seen as an opportunity to…

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Nonprofit Research Collaborative Winter 2016 Survey Now Open

By | All Posts, Commentary, Current Events/News, Fundraising, The Giving Institute | No Comments

Did you see the recent report by the Nonprofit Research Collaborative (NRC) about fundraising campaigns? It revealed current fundraising trends, reinforcing that campaigns are continuing to have greater fundraising success. Identifying such patterns is critical to understanding our industry and maximizing fundraising efforts. The research behind this report and others like it is essential, which is why we need you and other…

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Advocacy Victories – IRS Withdrawal of Controversial Donor-Data Proposal

By | All Posts, Current Events/News, Legislative + Advocacy | No Comments

In September of 2015, the Internal Revenue Service (IRS) had released a highly controversial proposed rule on charitable gift substantiation. Charities choosing to participate in filing a new information return (in addition to the 990) would have filed an additional form with the IRS that included taxpayer identification numbers or social security numbers for donors who contribute $250 or more. Charities…

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Advocacy Victories – Permanency of Charitable Giving Incentives

By | All Posts, Current Events/News, Legislative + Advocacy | No Comments

In late 2015, Capitol Hill made permanent three important tax incentives for charitable giving, including the IRA charitable rollover and enhanced deductions for the donation of food inventory and land conservation easements. After years of renewal and expiration, including the most recent expiration on January 1, 2015, this permanency ends the uncertainty caused by the repeated expiration and subsequent reinstatement of…

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