As part of JB+A’s 15th Anniversary celebration, we hosted an educational program last November about the growing prevalence of donor-advised funds. Featured guests Matt Nash from Fidelity Charitable and Debbie Wilkerson from the Greater Kansas City Community Foundation joined Jeffrey Byrne in exploring the role of donor-advised funds in the powerful future of philanthropy. You can read a recap of…
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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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Did you see the recent report by the Nonprofit Research Collaborative (NRC) about fundraising campaigns? It revealed current fundraising trends, reinforcing that campaigns are continuing to have greater fundraising success. Identifying such patterns is critical to understanding our industry and maximizing fundraising efforts. The research behind this report and others like it is essential, which is why we need you and other…
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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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