Insights + News + Updates

Merger Announcement

By | All Posts, Current Events/News, Insights | No Comments

Jeffrey Byrne + Associates, Inc. and Pelofsky & Associates, Inc. have merged to create Byrne Pelofsky + Associates, LLC We are thrilled to announce Jeffrey Byrne + Associates, Inc. and Pelofsky & Associates, Inc. have merged to form Byrne Pelofsky + Associates, LLC (Byrne Pelofsky). Individuals, families, corporations, foundations and the government are now, more than ever, evaluating and taking…

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Successful Searches Accomplished in 2018

By | All Posts, Current Events/News, Insights, JB+A Client Fundraising Success, Senior Living, Uncategorized | No Comments

Having engaged in searches to fill strategic positions for our clients, Jeffrey Byrne + Associates is pleased to announce the placement of the following fundraising professionals: Stephanie Sullens has been hired to serve as the Chief Advancement Officer for the Kansas City-based Polycystic Kidney Disease Foundation Alexa Sorensen has been hired to serve as Director of Development at the Covenant…

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A Special Christmas Gift

By | All Posts, Commentary, Insights, News You Can Use, Senior Living, Uncategorized | 2 Comments

John Marshall Senior Vice President As our family looks forward to another holiday gathering, I can’t help but reflect on the numerous Christmas experiences we have shared over the past 50 years, starting with my wife Gwen and I as newlyweds all the way to, well, now. Christmas is such a special time for us as family members travel great…

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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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#GivingTuesday – A Kickoff to the Giving Season

By | All Posts, Annual Giving, Capacity Building, Current Events/News, Donor Cultivation, Events, Fundraising, Insights, News You Can Use, Nonprofit Marketing, Social Media, Stewardship, Technology | One Comment

#GivingTuesday 2018! Did you see the billboards announcing its arrival around the Kansas City metro area? These billboards were made possible by the generosity of Lamar Advertising, the largest provider of outdoor advertising in Kansas City. Each year since 2013, Lamar has partnered with JB+A to raise awareness of #GivingTuesday by providing pro bono digital billboards around our community. “Lamar is happy…

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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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Don’t Fear DAFs (Donor-Advised Funds)

By | Annual Giving, Current Events/News, Donor Cultivation, Fiscal Management, Fundraising, Grants, Insights, Major Gift Solicitation, News You Can Use, Stewardship | No Comments

Katie Lord Vice President Over the past several months there has been a lot of negative media attention cast upon the nonprofit sector relating to Donor-Advised Funds (DAFs).  But before I dive deeper into my thoughts about the matter, let’s start with the basics. I have to say you may have your head buried in the sand if you haven’t…

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Giving USA 2018: What Did Americans Give to Charity in 2017?

By | All Posts, Annual Giving, Fundraising, Giving USA, Insights, News You Can Use, The Giving Institute | No Comments

Powered by a booming stock market and a strong economy, charitable giving by American individuals, bequests, foundations and corporations to U.S. charities surged to an estimated $410.02 billion in 2017, according to Giving USA 2018: The Annual Report on Philanthropy for the Year 2017. Giving exceeded $400 billion in a single year for the first time, increasing 5.2 percent (3.0…

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#GivingTuesday: November 27, 2018

By | All Posts, Annual Giving, Current Events/News, Fundraising, Insights, News You Can Use, Nonprofit Marketing, Social Media, Technology, Uncategorized | No Comments

Heather Ehlert Chief Operating Officer Social media + celebration = global giving = #GivingTuesday. In 2017, #GivingTuesday raised more than $300 million online through 2.5 million gifts in more than 150 countries around the world.  And for the seventh year in a row, Lamar Advertising is collaborating with JB+A to support this global day of giving, by generously providing pro bono…

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