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The Need for Estate Planning

By All Posts, Donor Cultivation, Fundraising, Insights, News You Can Use, Planned Giving, Stewardship, Strategic Planning No Comments
John F. Marshall, Senior Vice President Really successful Planned Giving officers are those who understand how important it is to impress upon their organization’s donors the need to engage in good, thoughtful estate planning. And, estate planning is far more than just creating a will, although that is normally a cornerstone to creating one’s estate plan. They also understand that…
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The Mission Always Matters

By All Posts, Commentary, Organizational + Personal Development No Comments
Dan Cosgrove Director of Operations + Senior Consultant As anyone in the nonprofit world can relate, there is a relentless pressure for funding. From sweating out the arrival of the next grant check to initiating a major capital campaign, the mission of the organization depends on delivery of funds. Oh, wait! Did I just say “The mission of the organization”?! …
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Board Scorecards – What’s Your Nonprofit’s Score?

By All Posts, Boards + Leadership, Organizational + Personal Development, Volunteers No Comments
Katie Lord Senior Consultant Nonprofit Board Members are expected to bring a diverse set of skills, experiences and connections to their organization. Their voluntary involvement is the basis for the continued success (or failure) of an organization. The specific skill set or a combination of skills a Board Member brings to an organization usually fills a knowledge gap, bringing expertise…
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What Women Want…In Philanthropy

By All Posts, Commentary, Current Events/News, Donor Cultivation, Fundraising, Prospect Research No Comments
Earlier this week, I had the pleasure and privilege of spending time with Dr. Debra Mesch. While I was certainly impressed by her knowledge and awareness of key matters affecting philanthropy today, I was equally moved by why she researches, writes and teaches about gender matters in charitable behavior:  her commitment to improving and increasing philanthropy. For more than 40…
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Five Secrets to Capital Campaign Success

By All Posts, Boards + Leadership, Campaign Planning + Management, Donor Cultivation, Major Gift Solicitation, News You Can Use No Comments
Judy Keller Executive Vice President After nine years as a fundraising consultant, I have learned a lot about campaigns that I never knew when I was an Executive Director or Development Director. Forty-eight clients later, I have met wonderful people doing courageous work, and am happy to say most of them succeeded in their campaign goals.  Here’s what those campaigns…
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Advocacy in the Philanthropic Sector: We Can. We Should.

By All Posts, Commentary, Legislative + Advocacy, News You Can Use No Comments
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…
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Donor Stewardship: The Art of Saying Thank You

By All Posts, Donor Cultivation, Fundraising, Major Gift Solicitation, News You Can Use, Stewardship No Comments
Katie Lord Senior Consultant In today’s fast-paced digital arena, many nonprofits have moved to a digital donor acknowledgement system in an effort to save time and increase the speed of gift acknowledgement. While this system can be effective from a recordkeeping standpoint for the organization and the donor, this can often be a missed opportunity to 1) convey true donor…
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High-Quality Onboarding Essential to New Employee Success

By All Posts, News You Can Use, Organizational + Personal Development No Comments
Sandi Grimm Director of Administration Have you ever started a new job and after the first day, you feel like a visitor to a new land? That sounds pretty normal, but hopefully everyone involved is speaking the same language. Proper onboarding will not only make lives easier, it makes for greater productivity. According to the Society for Human Resource Management…
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March 22: 2016 501 (c) Success National Speaker Series – Dr. Debra Mesch, Women’s Philanthropy Institute

By All Posts, Fundraising, Prospect Research, Special Events No Comments
Gender Matters in Philanthropy:  register now for the 501 (c) Success National Speaker Series with Dr. Debra Mesch, Director of the Women’s Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy. Tuesday, March 22, 2016 7:30 - 9:00 a.m. 7:30 a.m. - Continental breakfast served 7:55 a.m. - Program starts Kauffman Foundation Conference Center 4801 Rockhill Road Kansas City…
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JB+A Client Successes

By All Posts, Byrne Pelofsky Client Fundraising Success, Current Events/News, News You Can Use, Uncategorized No Comments
Wonderscope Children’s Museum Welcomes New Leader JB+A is pleased to announce, that after a search conducted by our firm, Ms. Roxane Hill has accepted the position of Executive Director of the Wonderscope Children’s Museum. Ms. Hill brings a wealth of experience and expertise from her most recent position as the Vice President of Development and Communications for The Children’s Place…
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