Category

Stewardship

Upon Further Review: More on Managing Boards of Directors

By | All Posts, Boards + Leadership, News You Can Use, Organizational + Personal Development, Stewardship, Volunteers | No Comments

John Marshall Senior Vice President Last year, I wrote an article entitled “Nonprofits, Boards and Managing Expectations: A Two-Way Street.” My effort was intended to share with the fundraising professional a few insights on what it takes to transform a Board from “good to great” (in the words of one terrific author, Mr. Jim Collins). I wrote about my experiences…

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Time, Talent and Treasure: The First Word is Time for a Reason

By | All Posts, Boards + Leadership, Commentary, Donor Cultivation, News You Can Use, Stewardship, Volunteers | No Comments

Katie Lord, Senior Consultant As far as nonprofit jargon is concerned, we have all probably used, or at least heard, the phrase “Time, Talent and Treasure” when referring to how we can engage individuals with our organizations.  While it may seem to be a fairly basic concept, defining the above trifecta is becoming an increasingly complex matter, as definitions have evolved…

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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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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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Donor Acknowledgment vs. Donor Appreciation

By | All Posts, Donor Cultivation, Stewardship | No Comments

Katie Lord Senior Consultant Upon receiving a gift to your organization, it is important to remember that there is a definite distinction between a donor gift acknowledgement and donor recognition/appreciation. Both are vital to the continued cultivation and management of a donor stewardship plan. However, the two should not be combined. Each communication should be seen as an opportunity to…

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YES! Nonprofits Can Hashtag

By | All Posts, Capacity Building, Donor Cultivation, Fundraising, Insights, News You Can Use, Nonprofit Marketing, Stewardship, Technology | No Comments

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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#GivingTuesday 2015

By | Donor Cultivation, Fundraising, Insights, News You Can Use, Stewardship | No Comments

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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Utilizing the Giving USA Annual Report

By | All Posts, Fundraising, Giving USA, Insights, News You Can Use, Stewardship | No Comments

At JB+A, we encourage nonprofits to utilize Giving USA to improve their fundraising efforts. Discover the ways nonprofits can use Giving USA every year and cumulatively to improve their development efforts Understand the factors impacting philanthropy in general and by subsector Benchmark their own fundraising performance against national averages, helping them plan future fundraising strategies Educate Board members, volunteers, donors…

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501(c) Success National Speaker Series: First Look Giving USA 2015

By | All Posts, Fundraising, Giving USA, Insights, News You Can Use, Special Events, Stewardship | No Comments

Editor’s Note: On the morning of June 25, more than 180 individuals from the nonprofit sector gathered at the Ewing Marion Kauffman Foundation Conference Center for the 501(c) Success National Speaker Series: First Look Giving USA 2015. The event was co-sponsored by Jeffrey Byrne + Associates, U.S Trust and Nonprofit Connect, and marked 10 years of the Giving USA program…

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