Category

Planned Giving

Take Fundraising in Your Membership Organization to the Next Level

By | All Posts, Commentary, Organizational + Personal Development, Planned Giving, Social Services, Strategic Planning | No Comments

“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….

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More than just Fundraising Consultants: How Three Decades as an Executive Director Prepared me for the World of Fundraising

By | All Posts, Capacity Building, Commentary, Fundraising, Insights, Planned Giving | No Comments

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…

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Take the Plunge into Planned Giving in 2021

By | All Posts, Donor Cultivation, Education, News You Can Use, Planned Giving | No Comments

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…

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A Fundraising Mantra During COVID-19: Keep in Touch with Your Donors

By | All Posts, Commentary, Donor Cultivation, Fundraising, News You Can Use, Planned Giving | No Comments

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…

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An Understudied Area of Philanthropy – A New Special Report from Giving USA Foundation Investigates the Planned Giving Donor

By | All Posts, Byrne Pelofsky Client Fundraising Success, Education, Giving USA, Insights, Planned Giving | No Comments

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,…

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Giving USA 2019: Americans gave $427.71 billion to charity in 2018 during a complicated year for charitable giving

By | All Posts, Boards + Leadership, Campaign Planning + Management, Capacity Building, Current Events/News, Donor Cultivation, Fundraising, Giving USA, Grants, Legislative + Advocacy, Major Gift Solicitation, News You Can Use, Planned Giving, Stewardship, Strategic Planning, The Giving Institute | No Comments

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,…

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Last Minute Tax Considerations to Save Donors Money in April!

By | All Posts, Annual Giving, Capacity Building, Donor Cultivation, Fundraising, Insights, Legislative + Advocacy, News You Can Use, Planned Giving, Stewardship | No Comments

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…

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Mindful Fundraising in Membership Organizations

By | All Posts, Annual Giving, Capacity Building, Database Management, Donor Cultivation, Fundraising, Insights, Major Gift Solicitation, News You Can Use, Planned Giving, Stewardship, Strategic Planning | No Comments

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…

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Art, Science, Success: Creating Opportunity for Prospect Development in Your Organization

By | All Posts, Database Management, Fundraising, News You Can Use, Planned Giving, Prospect Research | No Comments

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…

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Fundraising for your Botanical Gardens: If I Can Do It…

By | All Posts, Boards + Leadership, Campaign Planning + Management, Capacity Building, Fundraising, Grants, Major Gift Solicitation, Planned Giving, Stewardship | No Comments

Eric Tschanz Senior Consultant When I arrived at Powell Gardens, I told the Board I could build their garden, but I was NOT a fundraiser.  As President and Executive Director, I soon realized the need for outside funding if the Gardens were going to grow and prosper. Membership programs were started, earned income streams were developed, capital campaigns were initiated…

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