Planned giving is an impactful, accessible way for donors to leave a sizeable future gift to your nonprofit without dipping into their current funds. However, bequests and other types of planned gifts aren’t ideal for everyone. What if a donor wants to leave a legacy that they can see begin during their lifetime? That’s where this guide comes in. We’ll…
Read More
“We do not engage in fundraising. We’re a membership-based organization.” This is the response we have received when engaging with associations and other nonprofits that operate on a membership model. While we understand developing a giving program sounds like a lot of work, you do not need a sophisticated development department to make giving a part of your organizational culture.…
Read More
Yes, we have experience with raising funds for projects, but the three Senior Consultants at Byrne Pelofsky also bring over 75 years of upper-level management experience as Executive Directors to the table. This gives us a different perspective on fundraising situations as well as overall institutional management. We have been there as staff, have had to work with and understand…
Read More
2020 forced many nonprofits to think about establishing long-term sustainability. When the inevitable recession comes along and traditional fundraising must be put on pause, what programs do you have in place to fill the gaps? This is where a robust planned giving program can really come in handy. Properly orchestrated, a planned giving program can provide wonderful benefits to your…
Read More
By John Marshall Senior Consultant No corner of our society has escaped the impact of COVID-19, including the non-profit sector. Charitable organizations have been forced to look at how they are delivering services and their fundraisers are being counted on more than ever to raise the funds needed to keep the doors open. It hasn’t been easy, yet there is…
Read More
Giving USA Foundation released a special report on planned giving highlighting the need for more information on this growing area of philanthropy. Leaving a Legacy: A New Look at Planned Giving Donors reveals key trends, motivations, and information that will help nonprofit organizations work more effectively with these donors. The study features research from a team led by Elizabeth J. Dale,…
Read More
Giving USA 2019: The Annual Report on Philanthropy for the Year 2018 Americans gave $427.71 billion to charity in 2018 during a complicated year for charitable giving Shaped by a mixture of counteracting economic and policy factors, total contributions grew 0.7% in current dollars, declined 1.7% adjusted for inflation Editor's Note: If you live in the Greater Kansas City area,…
Read More
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…
Read More
Jennifer Studebaker Coordinator of Administration + Consulting “We do not engage in fundraising. We’re a membership-based organization.” This is the response I have received when engaging with associations and other nonprofits that operate on a membership model. While I understand developing a giving program sounds like a lot of work, you do not need a sophisticated development department to make…
Read More
JB+A is pleased to welcome guest contributor Marissa Todd, JD, MBA - a prospect development professional and current President of Apra Missouri-Kansas - as she shares her insights and experience on prospect research and development. Marissa Todd, JD, MBA JB+A Guest Contributor How many of us have heard the phrase “the art and science of fundraising”? Probably many of you…
Read More
