The Future of Donor-Advised Funds How Can Charities Adapt to Donor’s Shifting Giving Behaviors? The Giving Institute held its Autumn Meetings November 11-13 in Chicago. Jeffrey Byrne, President + CEO, is currently Chair of the Board of Directors of The Giving Institute, and also serves on the Giving USA Foundation Board. Jeffrey and fellow Giving Institute members planned and organized…
JB+A Executive Vice President Judy Keller recently celebrated National Philanthropy Day with the Siouxland Chapter of the Association of Fundraising Professionals and led an educational session “Making the Case for Support.” The first criteria for success in any fundraising endeavor is a Case that is Valid, Realistic and Universally Accepted. The Case must be made in terms of factual data…
Jeffrey D. Byrne President + CEO One of the biggest trends JB+A is seeing in fundraising is the impact of donor-advised funds. Nonprofits should be paying close attention to donor-advised funds and their impact on philanthropy. Did you know…? 1. Extremely significant amounts of money are being given to charities through donor-advised funds: the Greater Kansas City Community Foundation granted…
John F. Marshall Senior Vice President In 2016, I will mark my 40th year as a fundraising professional. During that time I have served in higher education, healthcare, human services and the arts. Each sector was much different from the others with one exception: nonprofits within each are (for the most part) governed by Boards of Directors and rely on…
Sandi Grimm Director of Administration It seems like yesterday when Jeffrey, returning from one of The Giving Institute’s Board meetings, told me about a brilliant new initiative to spur people to give during the holiday season. But it wasn’t yesterday. It was 2012, and we were about to launch into our first #GivingTuesday publicity push. What a simple yet grand…
Judy Keller Executive Vice President A United State Senate Judiciary Committee recently addressed IRS oversight of partisan political activity by tax-exempt organizations. The move is recognition that the current definitions and rules governing partisan political activity are unclear. Advocacy is permissible for any 501(c)(3) and political activity is permissible for certain tax-exempt organizations, but many do not engage in…
Jeffrey D. Byrne President + CEO The Giving Institute recently hosted its Summer Symposium in Boston, and I attended a very informative session on “The Charitable Landscape and Donor-Advised Funds” presented by Matt Nash, a Senior Vice President with Fidelity Charitable. I felt the presentation made a good case for donor-advised funds, and has helped me re-shape my thinking around…
Friday, August 14: Be sure to attend the Conference and catch John’s session The Charitable Gift Annuity: What?…Who?…Why? John will share a comprehensive presentation focusing on the benefits of a CGA to the donor, beneficiary(ies) and the charity the types of CGA’s the tax benefits determining the payment rates review of two CGA illustrations Register Now
At JB+A, we encourage nonprofits to utilize Giving USA to improve their fundraising efforts. Discover the ways nonprofits can use Giving USA every year and cumulatively to improve their development efforts Understand the factors impacting philanthropy in general and by subsector Benchmark their own fundraising performance against national averages, helping them plan future fundraising strategies Educate Board members, volunteers, donors…
Editor’s Note: On the morning of June 25, more than 180 individuals from the nonprofit sector gathered at the Ewing Marion Kauffman Foundation Conference Center for the 501(c) Success National Speaker Series: First Look Giving USA 2015. The event was co-sponsored by Jeffrey Byrne + Associates, U.S Trust and Nonprofit Connect, and marked 10 years of the Giving USA program…
© 2023 Byrne Pelofsky + Associates LLC. All rights reserved.
