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The Giving Institute – Gurin Forum 2015

By Donor Cultivation, Fundraising, Insights, News You Can Use No Comments

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…

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JB+A Joins the AFP Siouxland Chapter for National Philanthropy Day

By Insights, News You Can Use No Comments

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…

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Do You Really Understand Donor-Advised Funds and the Donors Behind Them?

By Commentary, Current Events/News, Donor Cultivation, Education, Fundraising, Insights, News You Can Use, Special Events No Comments

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…

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Nonprofits, Boards and Managing Expectations: A Two-Way Street

By Boards + Leadership, Insights, News You Can Use, Organizational + Personal Development No Comments

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…

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#GivingTuesday 2015

By Donor Cultivation, Fundraising, Insights, News You Can Use, Stewardship No Comments

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…

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Nonprofits Should Flex their Advocacy Muscle… but Clear Definitions are Needed from the IRS

By All Posts, Commentary, Current Events/News, Insights, Legislative + Advocacy, News You Can Use No Comments

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…

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Donor-Advised Funds: Parking or Philanthropy?

By All Posts, Annual Giving, Commentary, Donor Cultivation, Fundraising, Grants, Insights, News You Can Use, Planned Giving, Prospect Research, The Giving Institute No Comments

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…

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JB+A’s John Marshall at the Mid America Planned Giving Council’s 20th Annual Building Blocks Planned Giving Conference

By All Posts, Organizational + Personal Development, Planned Giving, Special Events No Comments

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

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Utilizing the Giving USA Annual Report

By All Posts, Fundraising, Giving USA, Insights, News You Can Use, Stewardship No Comments

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…

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501(c) Success National Speaker Series: First Look Giving USA 2015

By All Posts, Fundraising, Giving USA, Insights, News You Can Use, Special Events, Stewardship No Comments

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…

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