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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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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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News You Can Use

By All Posts, Insights, News You Can Use No Comments
News You Can Use Issue 134/ February 2014 Preserve Volunteer Goodwill  Rhonda McClung Vice President   Recently, I overheard a woman say she volunteered for an organization until "they used up all of my goodwill." How many nonprofits lose volunteers who still believe in the mission of the organization, but feel like the organization has taken advantage of them in some way?…
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News You Can Use

By All Posts, Insights, News You Can Use No Comments
News You Can Use Issue 132/December 2013 A Year-End Note  Perspectives on Philanthropy in 2013 Jeffrey D. ByrnePresident + CEO   As I reflect upon 2013 and the great and numerous events that happened, three things really resonated with me in regards to our professions in the nonprofit world. First, giving hit an all-time high as reported in Giving USA 2013. Second,…
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