Skip to main content
All Posts By

JBA Author

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…
Read More

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…
Read More

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…
Read More

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…
Read More

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…
Read More

People Give to People – Especially in Planned Giving

By All Posts, Donor Cultivation, Fundraising, Major Gift Solicitation, Planned Giving No Comments
John F. Marshall Senior Vice President In fundraising, we often hear the words “people give to people.” Donors and prospects are more likely to give when they are comfortable with and feel good about the person who is presenting them with a request -- perhaps a university alum, a grateful patient or a supporter of the arts. But what exactly…
Read More

Introducing JB+A’s Newest Team Member

By All Posts, Current Events/News No Comments
"I am extremely pleased that Katie Lord has joined our growing team. Her experience in developing relationships with a broad spectrum of funders and volunteers, coupled with her enthusiasm for philanthropy, will help JB+A continue to connect stakeholders to missions for our client partners.” – Jeffrey Byrne, President + CEO Katie Lord Senior Consultant Katie Lord joined the consulting team…
Read More

JB+A Client Successes – JB+A Client Partner Agri-Business Expo Center Receives $1.9 Million in Missouri MDFB Tax Credits

By All Posts, Byrne Pelofsky Client Fundraising Success, Current Events/News No Comments
The Missouri Development Finance Board (MDFB) has recently approved more than $1,900,000 in tax credits for the Agri-Business Expo Center (Ag Expo) in St. Joseph, Missouri. This tax credit for contribution program allows area corporations, funders and individuals to use tax credits to support the development of the 145-acre, multi-purpose Ag Expo campus. The Ag Expo campus will be focused…
Read More

No Matter the Measure, Giving is Good

By Annual Giving, Commentary, Current Events/News, Donor Cultivation, Fundraising, Insights, News You Can Use No Comments
Jeffrey D. Byrne President + CEO By now we’re all aware of #GivingTuesday. Just wrapping up its fourth successful year, this incredible phenomenon has tapped into the brushfire energy of social media to successfully unite nonprofits, individuals, families, businesses and other organizations into a global giving movement we’ve not experienced before.  Since its inception in 2012, this annual day of…
Read More

JB+A Client Partner Safehouse Crisis Center, Inc. Surpasses Campaign Goal

By All Posts, Byrne Pelofsky Client Fundraising Success, Current Events/News No Comments
In an incredibly brief period of time, Safehouse Crisis Center, Inc. of Pittsburg, Kansas, successfully surpassed its “Building New Opportunities” Campaign goal of $1,200,000 to raise funds to acquire a larger facility and increase its capacity to meet the needs of domestic violence victims in Southeast Kansas.Recognizing the clear “call to action”, the organization partnered with JB+A in conducting a Feasibility Study…
Read More