In September of 2015, the Internal Revenue Service (IRS) had released a highly controversial proposed rule on charitable gift substantiation. Charities choosing to participate in filing a new information return (in addition to the 990) would have filed an additional form with the IRS that included taxpayer identification numbers or social security numbers for donors who contribute $250 or more. Charities…
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In late 2015, Capitol Hill made permanent three important tax incentives for charitable giving, including the IRA charitable rollover and enhanced deductions for the donation of food inventory and land conservation easements. After years of renewal and expiration, including the most recent expiration on January 1, 2015, this permanency ends the uncertainty caused by the repeated expiration and subsequent reinstatement of…
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John F. Marshall Senior Vice President In fundraising, we often hear the words “people give to people.” Donors and prospects are more likely to give when they are comfortable with and feel good about the person who is presenting them with a request -- perhaps a university alum, a grateful patient or a supporter of the arts. But what exactly…
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"I am extremely pleased that Katie Lord has joined our growing team. Her experience in developing relationships with a broad spectrum of funders and volunteers, coupled with her enthusiasm for philanthropy, will help JB+A continue to connect stakeholders to missions for our client partners.” – Jeffrey Byrne, President + CEO Katie Lord Senior Consultant Katie Lord joined the consulting team…
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The Missouri Development Finance Board (MDFB) has recently approved more than $1,900,000 in tax credits for the Agri-Business Expo Center (Ag Expo) in St. Joseph, Missouri. This tax credit for contribution program allows area corporations, funders and individuals to use tax credits to support the development of the 145-acre, multi-purpose Ag Expo campus. The Ag Expo campus will be focused…
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Compared with 2011, significantly more nonprofits are conducting campaigns, and they are more likely to be receiving higher amounts in charitable gifts. More than half of charities surveyed reported growth in charitable receipts. These findings are part of several in a special report recently released by the Nonprofit Research Collaborative (NRC). The Special Report on Nonprofit Fundraising Campaigns is based…
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Three tax incentives for charitable giving are now permanent. The tax extenders package, known as the Protecting Americans from Tax Hikes (PATH) Act of 2015, includes a number of provisions, including the IRA charitable rollover and enhanced deductions for the donation of food inventory and land conservation easements. The law extends the special IRA rollover incentive for gifts completed in 2015…
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In an incredibly brief period of time, Safehouse Crisis Center, Inc. of Pittsburg, Kansas, successfully surpassed its “Building New Opportunities” Campaign goal of $1,200,000 to raise funds to acquire a larger facility and increase its capacity to meet the needs of domestic violence victims in Southeast Kansas.Recognizing the clear “call to action”, the organization partnered with JB+A in conducting a Feasibility Study…
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We had a wonderful time on Tuesday, November 10, celebrating 15 years of nonprofit fundraising success with more than 120 guests and exploring the role of donor-advised funds (DAFs) in the powerful future of philanthropy. Joined by featured speakers Matt Nash, Senior Vice President of Marketing and Client Experience at Fidelity Charitable and Debbie Wilkerson, President and CEO of the…
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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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