Editor’s Note: JB+A is pleased to feature our friend and colleague William McMorran, Senior Partner and Planned Giving Consultant with Green Oak Consulting Group, which provides tailored planned giving solutions for nonprofit organizations, individuals and retirement communities. Bill believes donors, and the charities that they believe in, deserve a committed and trusted partner to create and support meaningful planned gifts. For more…
Leaders in the nonprofit and fundraising sector are gathering soon, through an effort spearheaded by The Giving Institute, to begin developing a plan to help increase charitable giving in America. American individuals, estates, foundations and corporations contributed an estimated $390.05 billion to U.S. charities in 2016, according to Giving USA 2017: The Annual Report on Philanthropy for the Year 2016….
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…
UPDATE: On Dec. 2, the Senate passed its version of the Tax Cuts and Jobs Act (S.1). Now that each chamber has passed a version of the bill, it must go to a conference committee to work through differences and draft a single version of the bill that will be sent for another vote in both the House and Senate. If it…
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. We will continue to carefully monitor the progress of this proposed legislation as it winds its way through the halls of Congress, and will continue to keep you updated. There’s obviously…
Heather Ehlert, Vice President of Client Services Whether seeking to end the federal estate tax or adopt a universal charitable deduction – both of which are being discussed by the current Administration and Congress – tax reform is tricky. While it’s difficult to predict the exact impact these changes would have on charitable giving and nonprofits, we can reasonably conclude…
Over the last few years, the nonprofit sector has seen an increased level of interest on the part of elected officials, particularly on the federal level, in public policy and legislative issues impacting the sector. These issues range from the charitable tax deduction, to foundation and donor-advised fund “pay out” to PILOTs or other use taxes at the state or…
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…
Jeffrey D. Byrne President + CEO Over a two-year (2015-2016) presidential fundraising cycle, candidates and political committees will raise an estimated $12-$15 billion. During that same time period, Americans will give an estimated $770 Billion to philanthropy! With the 2016 election process heading into full swing, it reminds me how fortunate we are, as a nation, to enjoy the liberties…
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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