Category

Prospect Research

Jeffrey Byrne to Speak at DonorPerfect Community Network Conference

By | All Posts, Campaign Planning + Management, Current Events/News, Fundraising, Major Gift Solicitation, News You Can Use, Prospect Research, Special Events | No Comments

Jeffrey Byrne, JB+A Firm President + CEO, is honored to be presenting with our Prospect Research Partner, DonorSearch, and the Belcourt Theatre, Nashville’s nonprofit film center, at the 2016 DonorPerfect Community Network Conference in Philadelphia, PA , September 19-20.  They will be discussing how to effectively utilize prospect research in capital campaigns. DonorPerfect’s Community Network Conference is an annual gathering…

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Don’t Commit Fundraising Malpractice

By | All Posts, Campaign Planning + Management, Database Management, Donor Cultivation, Major Gift Solicitation, News You Can Use, Prospect Research, Technology | No Comments

Jeffrey D. Byrne, President + CEO I truly believe it is “fundraising malpractice” when nonprofits do not do their “homework” about prospective donors.  Much more than learning about the estimated wealth and capacity of a prospect, research can reveal information about philanthropic giving history and involvement as well as natural partners and connections. Then add the “human touch” of the…

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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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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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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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