Category

Strategic Planning

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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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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The Campaign Planning Study:  Putting More Action into your Study

By | All Posts, Campaign Planning + Management, Capacity Building, Fundraising, Insights, Major Gift Solicitation, News You Can Use, Strategic Planning | No Comments

Heather Ehlert Chief Operating Officer Whether you call it a “Feasibility Study,” “Campaign Planning Study,” “Campaign Readiness Assessment” or “Oh-My-Gosh-We’re-Actually-Thinking-About-a-CAMPAIGN!” a planning study is critical to laying a solid foundation for a large-scale fundraising effort.  Not only does it help prepare your organization internally, but a (good) planning study also externally tests your project plans and campaign concept. But couldn’t/shouldn’t…

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Nonprofit Staff Development: Not a Nicety, A Necessity

By | All Posts, Commentary, Insights, News You Can Use, Nonprofit Marketing, Organizational + Personal Development, Stewardship, Strategic Planning, Technology, Uncategorized, Volunteers | No Comments

Katie Lord Vice President Between technological advances, the rise of the “gig” economy and the transition to a majority millennial workforce, it should come as no surprise that change is happening across all sectors and it is happening faster than we are able to accommodate. This can be especially true when it comes to the nonprofit sector, where I consider…

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Is Your Nonprofit in Shape? Don’t Miss Erik Daubert and The Fundraising Fitness Test in Kansas City

By | All Posts, Annual Giving, Campaign Planning + Management, Capacity Building, Database Management, Donor Cultivation, Education, Fiscal Management, Fundraising, News You Can Use, Organizational + Personal Development, Prospect Research, Special Events, Stewardship, Strategic Planning | No Comments

How can you put your data to work? Utilize the Fundraising Effectiveness Project (FEP). The Fundraising Effectiveness Project has developed a tool kit for nonprofits to harness their fundraising data. One of the largest philanthropic research projects in the world, the FEP was established in 2006 by the Association of Fundraising Professionals and the Center on Nonprofits and Philanthropy at…

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Philanthropy is Business…and That’s OK

By | All Posts, Boards + Leadership, Capacity Building, Commentary, Fiscal Management, News You Can Use, Organizational + Personal Development, Strategic Planning, Uncategorized | No Comments

As we close out another year with the turn of the calendar to January, many of us spend some time reflecting on the lessons learned over the past 12 months while setting organizational goals for the year ahead.  We need to take the time, not only to do this on a personal and organizational basis, but as a profession.  I…

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Tax Reform is Here, but without the Universal Charitable Deduction

By | All Posts, Annual Giving, Boards + Leadership, Commentary, Current Events/News, Fundraising, Legislative + Advocacy, News You Can Use, Strategic Planning | No Comments

Through its membership in The Giving Institute (our President + CEO Jeffrey Byrne served as Board Chair for two years) JB+A is a member of the Charitable Giving Coalition (CGC). Below is the statement from the CGC on the final tax reform bill. Join the CGC in reaching out to your Congressional Representatives and U.S. Senators to let them know…

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Creating Philanthropic Impact through Strong Nonprofits

By | All Posts, Boards + Leadership, Legislative + Advocacy, Strategic Planning | No Comments

Jeffrey Byrne + Associates, Inc. was delighted to host Kim Meredith (left), Executive Director of the Stanford Center on Philanthropy and Civil Society, as our first speaker in the 2017 501(c) Success National Speaker Series. Kim joined us on Thursday, February 23, to share her insights on social innovation and the power of philanthropy to ignite ideas and solutions for…

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“Interim CEO”: Frequently an Integral Element to a Successful Transition

By | All Posts, Boards + Leadership, Capacity Building, Commentary, News You Can Use, Organizational + Personal Development, Strategic Planning | No Comments

Susan Spaulding, Founder & Lead Consultant, Recalibrate Strategies Editor’s Note:  We are pleased to introduce Susan Spaulding as a guest contributor. Susan is the Founder and Lead Consultant of Recalibrate Strategies, helping companies grow their business.  Susan applies proven marketing systems to recalibrate businesses and their brands by collaboratively creating a success blueprint and facilitating a process that harnesses insights,…

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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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