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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Anne Corless Associate Consultant In last month's newsletter, we talked about the #GivingTuesday 2015 campaign for your nonprofit. So, you've downloaded the JB+A GivingTuesday_Toolkit_2015 and reviewed all the materials. "Now what?" you might ask. Before joining JB+A, I had an amazing opportunity to work in NYC for what has become one of the world's foremost e-commerce companies. Its incredible success was built through grassroots consumer-driven…
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In September, JB+A Client Partner Challenge Aspen participated in the Interski 2015 World Congress of Snowsports held in Ushuaia, Argentina. Challenge Aspen co-founder and CEO Houston Cowan delivered the opening keynote speech. Held every four years on a different continent, this year's Congress was attended by more than 850 delegates from approximately 32 countries, ranging from Russia to South Korea.…
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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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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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Judy Keller, JB+A Executive Vice President, recently presented during the 2015 Assistance League National Conference in San Diego: "Celebrate the Past - Embrace the Future - Reflect and Revitalize". The Assistance League National Conference provides the opportunity for chapter members from around the country to gather for networking and educational development. Judy joined Libby Blair and Pat Reinier, two members of the…
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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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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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Represents National Consultant Thought Leaders in Philanthropy The JB+A Team is proud to announce Jeffrey D. Byrne, firm President + CEO, has been elected to Chair of the Board of Directors of The Giving Institute. The Giving Institute is designed to help elevate the fundraising consulting and nonprofit services industry and enhance the philanthropic sector. JB+A is the only Kansas…
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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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