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Boards + Leadership

Philanthropy is Business…and That’s OK

By All Posts, Boards + Leadership, Capacity Building, Commentary, Fiscal Management, News You Can Use, Organizational + Personal Development, Strategic Planning, Uncategorized No Comments
As we close out another year with the turn of the calendar to January, many of us spend some time reflecting on the lessons learned over the past 12 months while setting organizational goals for the year ahead.  We need to take the time, not only to do this on a personal and organizational basis, but as a profession.  I…
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Tax Reform is Here, but without the Universal Charitable Deduction

By All Posts, Annual Giving, Boards + Leadership, Commentary, Current Events/News, Fundraising, Legislative + Advocacy, News You Can Use, Strategic Planning No Comments
Through its membership in The Giving Institute (our President + CEO Jeffrey Byrne served as Board Chair for two years) JB+A is a member of the Charitable Giving Coalition (CGC). Below is the statement from the CGC on the final tax reform bill. Join the CGC in reaching out to your Congressional Representatives and U.S. Senators to let them know…
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Making the Case for a Young Advisory Board

By All Posts, Boards + Leadership, Capacity Building, Donor Cultivation, News You Can Use, Volunteers No Comments
Katie Lord, Vice President As millennials progress in their careers and experience increases in their income, the corporate and philanthropic landscape will continue to shift. This age group is not only changing the workplace dynamic, it is changing the philanthropic landscape – from expectations to involvement.  It is critical to develop and offer engagement opportunities for those born between approximately…
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Join JB+A, U.S. Trust and Nonprofit Connect for Dr. Amir Pasic on Thursday, September 14

By All Posts, Boards + Leadership, Current Events/News, Fundraising, Organizational + Personal Development, Special Events No Comments
Dr. Amir Pasic is the Eugene R. Tempel Dean and Professor of Philanthropic Studies at the Indiana University Lilly Family School of Philanthropy. Pasic leads the world's first school devoted to the study and teaching of philanthropy. The school is an internationally recognized leader in philanthropy education, research and training and is dedicated to improving philanthropy to benefit the world by…
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Top Five Ways Nonprofits Can Use Giving USA

By All Posts, Boards + Leadership, Capacity Building, Commentary, Current Events/News, Donor Cultivation, Fundraising, Giving USA, Insights, Stewardship, The Giving Institute No Comments
Giving USA is a powerful tool:  it is the most trusted annual report on the sources and uses of philanthropy in the U.S., but it’s also a valuable resource in helping us improve philanthropy.  Nonprofit organizations can (and should) use Giving USA to help identify trends as well as opportunities to strengthen resource development efforts. Here are my Top Five Ways Nonprofits Can Use…
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Creating Philanthropic Impact through Strong Nonprofits

By All Posts, Boards + Leadership, Legislative + Advocacy, Strategic Planning No Comments
Jeffrey Byrne + Associates, Inc. was delighted to host Kim Meredith (left), Executive Director of the Stanford Center on Philanthropy and Civil Society, as our first speaker in the 2017 501(c) Success National Speaker Series. Kim joined us on Thursday, February 23, to share her insights on social innovation and the power of philanthropy to ignite ideas and solutions for…
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Time, Talent and Treasure: Part Three of a Three-Part Series

By Boards + Leadership, Commentary, Donor Cultivation, Fundraising, News You Can Use, Stewardship, Volunteers No Comments
By Katie Lord, Vice President  In this series we have examined both “Time and Talent” as it relates to the “Time, Talent and Treasure” paradigm in nonprofit donor management and cultivation.  This final segment of “Treasure” is often the one that we, as nonprofits, are most interested and influenced by because it affects our pressing financial goals.  It can often be…
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“Interim CEO”: Frequently an Integral Element to a Successful Transition

By All Posts, Boards + Leadership, Capacity Building, Commentary, News You Can Use, Organizational + Personal Development, Strategic Planning No Comments
Susan Spaulding, Founder & Lead Consultant, Recalibrate Strategies Editor’s Note:  We are pleased to introduce Susan Spaulding as a guest contributor. Susan is the Founder and Lead Consultant of Recalibrate Strategies, helping companies grow their business.  Susan applies proven marketing systems to recalibrate businesses and their brands by collaboratively creating a success blueprint and facilitating a process that harnesses insights,…
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“Time, Talent and Treasure”: Part Two of a Three-Part Series

By All Posts, Boards + Leadership, Commentary, Donor Cultivation, Fundraising, News You Can Use, Stewardship, Volunteers No Comments
Katie Lord, Vice President As far as nonprofit jargon is concerned, we have all probably used, or at least heard, the phrase “Time, Talent and Treasure” when referring to how we can engage individuals with our organizations.  While it may seem to be a fairly basic concept, defining it is becoming an increasingly complex matter, as definitions have evolved among different…
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Upon Further Review: More on Managing Boards of Directors

By All Posts, Boards + Leadership, News You Can Use, Organizational + Personal Development, Stewardship, Volunteers No Comments
John Marshall Senior Vice President Last year, I wrote an article entitled “Nonprofits, Boards and Managing Expectations: A Two-Way Street.” My effort was intended to share with the fundraising professional a few insights on what it takes to transform a Board from “good to great” (in the words of one terrific author, Mr. Jim Collins). I wrote about my experiences…
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