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Current Events/News

Safehouse Crisis Center Celebrates New Center

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Jeffrey Byrne + Associates proudly partnered with Safehouse Crisis Center for a successful $1.2 million campaign to build a new center in Pittsburg, Kansas.

From left to right: Ron Scripsick, Jeannette Minnis, Susie Boldrini, Rebecca Brubaker and John Marshall.

On June 29, Safehouse Crisis Center celebrated the opening of its new center in Pittsburg, Kansas, and recognized the army of volunteers and donors of the “Building New Opportunities” campaign who were responsible for raising $1,200,000 for the new building.

Safehouse, started in 1979, serves seven counties in southeast Kansas, offering safety and advocacy services for victims of domestic violence, sexual assault and stalking. Clients can stay for a maximum of 90 days with the opportunity to benefit from transitional housing as needed.

The new shelter is nearly double the size of the previous shelter, providing much needed relief. It offers larger bedrooms and bathrooms, comfortable community rooms and modern kitchens for clients to utilize in preparing their own meals. The shelter will also offer services to men who are victims of domestic violence.

The “Building New Opportunities” campaign was launched following the conclusion of a Feasibility Study conducted by Jeffrey Byrne + Associates. “After learning from our consultant that conducting a campaign was indeed feasible, we knew right away that we needed to recruit dynamic leadership,” states Safehouse Executive Director Rebecca Brubaker. “We approached two long-time friends and prominent leaders within Pittsburg:  Susie Boldrini and Jeannette Minnis, and they were quick to sign on as campaign co-chairs. What soon transpired was way, way beyond our expectations.”

JB+A  campaign consultant John Marshall recalls “Rebecca and I sat down with Susie and Jeannette to discuss the campaign during which I suggested that it could take up to a year to raise the funds needed. Susie looked at Jeannette and then back at me and said, ‘We can get this done a lot quicker than that!’ ‘Hmmmnnn’ I remember thinking. However, after that, it became clear to me that they were truly a dynamic-duo.”

Once the campaign committee had been formed, they put forth an incredible effort, and reached their goal IN ONE MONTH! It was nothing short of spectacular and as John Marshall stated, “It was unlike any campaign I had ever been involved in before – simply amazing.”

At the victory celebration, co-chair Susie Boldrini graciously thanked everyone for their efforts and generosity. She closed with, “Once again, the Pittsburg community responded beautifully in supporting this tremendously important need. Raising $1.2 million in such a short period of time was a real testament to the compassion that exists within our caring community.”

JB+A was privileged to partner with the staff and volunteers at Safehouse in an effort which will have a profound and lasting impact on those who receive its crucial services.

Join Jeffrey D. Byrne for an expert panel discussion on how public policy and legislative issues are impacting philanthropy

By | All Posts, Current Events/News, Events, Giving USA, Legislative + Advocacy, The Giving Institute | No Comments

Over the last few years, the nonprofit sector has seen an increased level of interest on the part of elected officials, particularly on the federal level, in public policy and legislative issues impacting the sector. These issues range from the charitable tax deduction, to foundation and donor-advised fund “pay out” to PILOTs or other use taxes at the state or municipal level.

Join JB+A’s Jeffrey Byrne for a live webcast of an expert panel discussion on these issues that will affect our sector and how we can educate legislators on their impact.

July 14
10:00 a.m.-11:15 a.m. Central Time

Tax Policy and Other Changes in the Political Wind
hosted by The Giving Institute

Register now for this complimentary, live webcast

Panelists:
Suzanne T. Allen, Ph.D., President and CEO of Philanthropy Ohio
Jeffrey D. Byrne, Chair, The Giving Institute
Robert Collier, President & CEO, Michigan Council on Foundations
Sally Ehrenfried, Senior Manager, Philanthropy and Volunteer Engagement, Blackbaud

Moderator:
Jon Biedermann, Vice President, DonorPerfect

Be sure to read Jeffrey’s takeaways from Giving USA 2017: The Annual Report on Philanthropy for the Year 2016 for background on the state of fundraising in the U.S.

As members of The Giving Institute — Jeffrey D. Byrne is the 2015-2017 Chair of its Board of Directors — JB+A is pleased to share this special opportunity with you.

The Giving Institute, since 1935, has championed thought leadership on philanthropy and fundraising in the nonprofit sector. Through the Giving USA Foundation, The Giving Institute produces the Giving USA Annual Report on Philanthropy and other reports and partners with several groups to provide valuable research, data and thought leadership on topics and trends impacting charitable giving.

 

Key Takeaways from Dr. Rooney’s KC Presentation of Giving USA 2017

By | All Posts, Commentary, Current Events/News, Giving USA, Insights, The Giving Institute | No Comments

JB+A was proud to join U.S. Trust and Nonprofit Connect in hosting Giving USA 2017: The Annual Report on Philanthropy for the Year 2016 in Kansas City on June 16 at the Kauffman Foundation Conference Center.  2017 marked JB+A’s 12th year of bringing Giving USA to Kansas City, and this year’s report was presented by Dr. Patrick Rooney, Associate Dean for Academic Affairs and Research and Professor of Economics and Philanthropic Studies at Indiana University’s Lilly Family School of Philanthropy.

Here are some Key Takeaways from Dr. Rooney’s presentation of the Giving USA 2017 report:

Philanthropy and Politics
“More people donate each year than vote,” explained Dr. Rooney, “and the issues most spoken about in 2016 political dialogue were the recipients of the most giving: arts/culture/humanities, environment/animals, health and international affairs.”  Dr. Rooney stressed this may or may not be a “causal” relationship, but pointed out the correlation was hard to ignore. And we may see more clearly the true impact of this “politically-motivated” type of giving in 2017 data.

Giving by Foundations and the 5% Payout Rate
While giving by all three types of foundations – independent, operating and community – increased, the growth was more moderate in 2016.  “Giving by Foundations is more predictable, because of the 5% payout rate*,” said Dr. Rooney, “And independent foundations provided the majority of grantmaking in both 2015 and 2016.” This moderate rise in giving may be attributable to a two-year lagged effect from S&P 500 performance.

But in the midst of ongoing scrutiny and debate about whether private foundations distribute a big enough portion of their assets, Dr. Rooney shared his analysis on increasing the payout rate: “We ran some numbers, to see if increasing the payout rate to 10% would bankrupt foundations.  It would take more than 100 years for that to happen, so in short, the empirical evidence is that increasing the payout rate would not bankrupt foundations.”

*Refers to the payout requirement that is the minimum amount private foundations must spend each year for charitable purposes. By law, private non-operating foundations must distribute five percent of the value of their net investment assets annually in the form of grants or eligible administrative expenses.

Public-Society Benefit and Donor-Advised Funds
Dr. Rooney recognized that “not everyone understands the composition of the Public-Society Benefit subsector.” Organizations within this category include those related to voter education, civil rights, civil liberties, consumer rights and community/economic development as well as free-standing research institutions (for the sciences and public policy.)  This subsector also includes organizations that raise funds to distribute to nonprofits, such as the United Way, Combined Federal Campaigns and Jewish Federations.

National donor-advised funds (such as Fidelity, Schwab and Vanguard) are also included in Public-Society Benefit, and Dr. Rooney noted we are seeing strong increases in contributions to these types of giving vehicles.  “For only the second time since The Chronicle of Philanthropy initiated the Philanthropy 400 in 1991, United Way Worldwide was not listed as the top charity,” explained Dr. Rooney. “Fidelity Charitable took the top spot. In 2015, contributions to Fidelity Charitable grew 20% over 2014, while United Way saw a 4% drop in charitable receipts.”

Dr. Rooney offered that being able to continue to disaggregate donor-advised funds data in this category will shed more light on this topic.

Individual Giving and its Share of the Pie
Individual giving has declined from 84% of total giving in the five-year period ending in 1981 to 72% of total giving in the five-year period ending in 2016.  But Dr. Rooney reassured us individuals/households are still giving, they’re just doing so in more formalized ways (such as through private foundations and donor-advised funds) and reminded us that the single largest contributor to the increase in total charitable giving in 2016 was the increase of $10.53 billion in giving by individuals. He also pointed out the “democratization of philanthropy in 2016,” explaining that “The strong growth in individual giving may be less attributable to the largest of the large gifts*, which were not as robust as we have seen in prior years – suggesting this growth may have come from donors among the general population.”

Dr. Rooney stressed the power to increase giving is in our hands: “If every American household reallocated $5 a day of frivolous consumption to philanthropy, that would double household giving overnight.”  Dr. Rooney added, “It’s up to us as donors, but also as nonprofits – we need to make the case for philanthropy.”

*Giving USA refers to very large gifts as “mega-gifts” and sets that threshold every year.  In 2016, gifts of $200 million and above were tracked as mega-gifts.

Be sure to check out Jeffrey Byrne’s Top Five Ways Nonprofits Can Use Giving USA to improve their fundraising and JB+A’s recap of Giving USA 2017  findings.

Download the two traditional pie charts illustrating 2016 source contributions and recipients and share with Board members, your CEO and development staff.

Top Five Ways Nonprofits Can Use Giving USA

By | All Posts, Boards + Leadership, Capacity Building, Commentary, Current Events/News, Donor Cultivation, Fundraising, Giving USA, Insights, Stewardship, The Giving Institute | No Comments

Giving USA is a powerful tool:  it is the most trusted annual report on the sources and uses of philanthropy in the U.S., but it’s also a valuable resource in helping us improve philanthropy.  Nonprofit organizations can (and should) use Giving USA to help identify trends as well as opportunities to strengthen resource development efforts.

Here are my Top Five Ways Nonprofits Can Use Giving USA to improve their fundraising:

5. Understand the correlations between giving and economic factors
The stock market, personal wealth, personal income, GDP, corporate pre-tax profits and unemployment rates impact giving by all four sources (individuals, foundations, bequests and corporations). Trends are closely monitored by people “inside” and “outside” the philanthropy sector.
Be aware of changes in these indicators, anticipate how changes will impact donors and adjust fundraising strategies accordingly

4. Confirm or dispel myths about giving
Economic and political scenarios, complex societal issues, diverse giving platforms, wealth and capacity are just some of the drivers behind philanthropy.
Understand the context of these drivers, help manage expectations about giving and set realistic and achievable goals

3. Educate Board members, volunteers, donors and staff about the broad context of philanthropic giving
Help stakeholders better understand your organization’s funding patterns and potential

2. Be nimble in your fundraising and stewardship
Nonprofit fundraising must evolve as philanthropy evolves.  We are seeing an increase in the popularity of non-traditional giving vehicles (such as donor-advised funds and non-cash assets) and donors want more evidence of the impact of their gifts.
Listen to your donors and prospective donors – and tailor your strategies to match their needs and expectations

1. Recognize the “individual giving effect”
An estimated 87% of total giving in 2016 came from individuals, bequests and family foundations.
There are human beings involved in every gift; focus on developing and maintaining meaningful relationships

And remember:

Strengthen your case for support:  the best cases are realistic, relevant and compelling while being supported by the facts and clearly communicating the purpose, programs and financial needs of your organization.

Celebrate your impact: Americans give an average of more than $1 billion a day to help others.  Nonprofits and donors are doing great work.

Giving makes a difference, to both giver and recipient, but we can do more.  So spread the word about the good philanthropy has done – and the good it will continue to do.

I encourage you to download the two traditional pie charts illustrating 2016 source contributions and recipients and share with Board members, your CEO and development staff.

View JB+A’s recap of Giving USA 2017  findings here.

Check out key takeaways from Dr. Rooney’s 2017 Giving USA presentation in Kansas City.

About Giving USA
For over 60 years, Giving USA: The Annual Report on Philanthropy in America, has produced comprehensive charitable giving data that are relied on by donors, fundraisers and nonprofit leaders. The research in this annual report estimates all giving to all charitable organizations across the United States.  Giving USA is a public outreach initiative of Giving USA FoundationTM and is researched and written by the Indiana University Lilly Family School of Philanthropy. Giving USA FoundationTM, established in 1985 by The Giving Institute, endeavors to advance philanthropy through research and education. Explore Giving USA products and resources, including free highlights of each annual report at its online store at www.givingusa.org for more information.

About The Giving Institute
The Giving Institute, the parent organization of Giving USA FoundationTM, consists of member organizations that have embraced and embodied the core values of ethics, excellence and leadership in advancing philanthropy. Serving clients of every size and purpose, from local institutions to international organizations, The Giving Institute member organizations embrace the highest ethical standards and maintain a strict code of fair practices. For information on selecting fundraising counsel, visit www.givinginstitute.org. Jeffrey Byrne has the honor of Chairing The Giving Institute Board of Directors (2015-2017).

Giving USA 2017: An Estimated $390.05 Billion to Charity in 2016

By | All Posts, Annual Giving, Current Events/News, Fundraising, Giving USA, News You Can Use | No Comments

Giving by American Individuals, Foundations, Estates and Corporations Reaches a New High for the Third Straight Year
Giving by individuals drove the rise in total giving; all nine major philanthropy subsectors experienced giving increases–
for the sixth time in the last four decades

Jeffrey Byrne + Associates, Inc., U. S. Trust and Nonprofit Connect recently presented Giving USA 2017: The Annual Report on Philanthropy for the Year 2016 in Kansas City. Special guest Dr. Patrick RooneyAssociate Dean for Academic Affairs and Research and Professor of Economics and Philanthropic Studies at the Indiana University Lilly Family School of Philanthropy shared highlights from the report to a full house at the Ewing Marion Kauffman Foundation Conference Center. 

Americans donated an estimated $390.05 billion to charity in 2016, achieving an all-time high for the third year in a row. This figure also represents a 2.7 percent growth in current dollars (1.4 percent when adjusted for inflation) over the revised estimate of $379.89 billion for total giving in 2015. Total giving cumulatively grew 6.8 percent between 2014 and 2016.

These findings are contained in Giving USA 2017: The Annual Report on Philanthropy for the Year 2016.  The seminal report on charitable giving, Giving USA is the longest-running and most comprehensive evaluation of philanthropic trends in the United States. Giving USA is published by the Giving USA Foundation and is researched and written by the Indiana University Lilly Family School of Philanthropy.

The single largest contributor to the increase in total charitable giving was an increase of $10.53 billion (3.9 percent over 2015) in giving by individuals. “Despite three quarters of stock market volatility in 2016 and a turbulent election season, individual giving continued its incredibly important role in American philanthropy,” said Jeffrey D. Byrne, President + CEO of Jeffrey Byrne + Associates, Inc. “In addition, this strong growth in individual giving appears to be less attributable to ‘mega gifts,’ which were not as robust as in previous years, suggesting more of that growth came from donors in the general population.” Byrne is also Board Chair of The Giving Institute, sister organization to the Giving USA Foundation, a public service and public trust dedicated to providing the highest-quality information about philanthropy.

Giving to all nine major categories of recipient organizations grew, making 2016 just the sixth time in the past 40 years that this has occurred:  religion, education, human services, giving to foundations, health, public-society benefit, arts/culture/humanities, international affairs and environment/animals. “This growth in every major sector illustrates the resilience of philanthropy and the diversity of donor motivation,” said Byrne. “It also reinforces the importance of getting to know our donors better.”

As has long been demonstrated, there continued to be a link between the economy and charitable giving trends in 2016. National-level economic indicators include personal consumption, disposable personal income and the Standard & Poor’s 500 Index – all of which are associated with households’ permanent and long-term financial stability and affect giving. In 2016, both personal consumption and disposable personal income grew by nearly 4.0 percent over 2015. The S&P 500 finished the year up 9.5 percent after uneven performance for much of 2016 and a mixed economic picture in 2015. Total giving as a percentage of Gross Domestic Product (GDP) continues to hover around 2.0 percent as it has for the last six years.

Download the two traditional pie charts illustrating 2016 source contributions and recipients here.

Be sure to check out Jeffrey Byrne’s Top Five Ways Nonprofits Can Use Giving USA.

Check out key takeaways from Dr. Rooney’s 2017 Giving USA presentation in Kansas City.

The Numbers for 2016 Charitable Giving by Source
Three of the four sources that comprise total giving—individuals (72 percent of the total), corporations (5.0 percent) and foundations (15 percent)—increased their 2016 donations to America’s more than 1.2 million charities, according to the report.

 Giving by individuals totaled an estimated $281.86 billion, rising 3.9 percent (2.6 percent adjusted for inflation) in 2016. Giving by individuals grew at a higher rate than the other sources of giving.

  Giving by foundations increased 3.5 percent (2.2 percent adjusted for inflation) to an estimated $59.28 billion in 2016. Giving by foundations rose more slowly in 2016 compared to the stronger increases seen in recent years. Data on foundation giving are provided by Foundation Center.

  Giving by corporations is estimated to have increased by 3.5 percent (2.3 percent adjusted for inflation) in 2016, totaling $18.55 billion. Corporate giving increased modestly in 2016, in the wake of slower GDP growth and little movement in the share of pre-tax profits directed to giving.

 Giving by bequest totaled an estimated $30.36 billion in 2016, declining 9.0 percent (10.1 percent adjusted for inflation) from 2015. Gifts from bequests frequently fluctuate from year to year and are less influenced by economic factors.

The Numbers for 2016 Gifts to Charitable Organizations
Giving USA’s research also examines what happens within nine different recipient categories of charities.  In 2016, giving increased to all subsectors, but there were deviations from patterns seen in recent years. Giving to education saw relatively slower growth than in previous years and giving to international affairs, humans services and public-society benefit organizations grew despite few widely publicized natural disasters, which often drive contributions to these types of organizations. Environment/animal organizations experienced the fastest rate of growth of the nine subsectors in 2016, at 7.2 percent.

 Giving to religion increased 3.0 percent (1.8 percent adjusted for inflation), with an estimated $122.94 billion in contributions.

 

 Giving to education is estimated to have increased 3.6 percent (2.3 percent adjusted for inflation) to $59.77 billion.

 

 Giving to human services increased by an estimated 4.0 percent (2.7 percent adjusted for inflation), totaling $46.80 billion.

 

Giving to foundations is estimated to have increased by 3.1 percent (1.8 percent adjusted for inflation), rising to $40.56 billion.

 

Giving to health organizations is estimated to have increased by 5.7 percent (4.4 percent adjusted for inflation), to $33.14 billion.

 

 Giving to public-society benefit organizations increased by an estimated 3.7 percent (2.5 percent adjusted for inflation) to $29.89 billion.

 

 Giving to arts, culture and humanities is estimated to have increased 6.4 percent (5.1 percent adjusted for inflation) to $18.21 billion.

 

 Giving to international affairs is estimated to be $22.03 billion in 2016, an increase of 5.8 percent (4.6 percent adjusted for inflation).

 

 Giving to environment and animal organizations is estimated to have increased 7.2 percent (5.8 percent adjusted for inflation) to $11.05 billion.

Giving to individuals is estimated to have declined 2.5 percent (3.7 percent in inflation-adjusted dollars) to $7.12 billion. The bulk of these donations are in-kind gifts of medications to patients in need, made through the Patient Assistance Programs (PAPs) of pharmaceutical companies’ operating foundations.

New to this year’s edition of Giving USA is a special section on donor-advised funds, which provides analysis of major trends in both giving to and from these charitable vehicles.  Contributions to national donor-advised funds (such as Fidelity Charitable Fund, Schwab Charitable Fund, Vanguard Charitable Endowment Program and National Philanthropic Trust) are counted in the Public-Society Benefit subsector, and the proportion of giving to these funds as a percentage of giving to Public-Society Benefit has increased dramatically in recent years. Giving to donor-advised funds held in community foundations is counted in the Giving to Foundations subsector. Charitable giving to Foundations recovered in 2016 after a decline in 2015.

“As philanthropy is evolving, so are the tools and platforms through which people give,” says Byrne.  “As giving in America continues to reach new heights, I hope everyone can find ways to give that are meaningful for them, and feel confident that their giving is making a powerful difference and improving the way we all live.”

Explore Giving USA products and resources, including free highlights of each annual report at its online store at www.givingusa.org for more information.

The Giving Institute, the parent organization of Giving USA FoundationTM, consists of member organizations that have embraced and embodied the core values of ethics, excellence and leadership in advancing philanthropy. The Giving Institute member organizations embrace the highest ethical standards and maintain a strict code of fair practices. For information, visit www.givinginstitute.org.

For more information about the Indiana University Lilly Family School of Philanthropy visit www.philanthropy.iupui.edu.

Welcome Bruce Broce, JB+A’s Newest Team Member

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Bruce Broce, M.A., complements the consulting team at Jeffrey Byrne + Associates with international experience in nonprofit fundraising and an extensive development background in higher education. Throughout his career, he has shown a commitment to building comprehensive development operations and creative funding vehicles tailored to each institution’s unique objectives. A hallmark of Bruce’s work is fostering effective advisory boards, and engaging staff and constituents to further an institution’s mission.

“Bruce brings expertise in uniting staff, volunteers, donors and advocates around a nonprofit’s mission to achieve resource development goals – and this will greatly benefit our client partners,” says Jeffrey D. Byrne, JB+A President + CEO. “His substantial fundraising experience complements his passion for nonprofit success. I am excited to welcome Bruce to the JB+A team.”

As an Executive Director for the Truth Commission of Panama, he worked closely with embassies, foundations and individuals to fund the Commission’s investigation of human rights abuses carried out by the Panamanian military regime, which ruled the country from 1968-89. At K-State’s College of Architecture, Planning & Design, he was responsible for creating the College’s $75,000,000 building campaign. His time at KU Med was distinguished by building the first grateful patient program for the Department of Internal Medicine. Most recently, he oversaw efforts of the University of Missouri to reengage Kansas City-area alumni and deepen donor pools.

Bilingual in Spanish, Bruce received his B.A. in Cultural Anthropology from Kansas State University and an M.A. in Cultural Anthropology from Temple University.

You may reach Bruce at BBroce@fundraisingJBA.com or at 816.237.1999. Welcome, Bruce!

Tax Reform Under President Trump: What’s Next for Nonprofits?

By | All Posts, Current Events/News, News You Can Use, The Giving Institute | No Comments

Jeffrey Byrne + Associates, Inc. is a proud member of The Giving Institute, and as such, we also belong to the Charitable Giving Coalition. Formed in 2009, the Coalition is dedicated to preserving the charitable tax deduction, which is crucial to ensuring our nation’s charities receive the funds necessary to fulfill their essential philanthropic missions.

Firm President + CEO Jeffrey Byrne served as The Giving Institute’s representative to the Charitable Giving Coalition in 2015 and remains actively involved in the Coalition’s mission to ensure that the charitable deduction and other tax provisions retain their positive impact in supporting essential community services. JB+A will continue to monitor situations that could affect charitable giving incentives and update you with developments or when calls to action are encouraged.

With days to go until the Trump administration takes office, The Charitable Giving Coalition is working hard to ensure the future of the nonprofit sector. Over the past few years, our sector has been subject to increasing scrutiny, and with talk of impending tax reform under the new administration, it is crucial that our government representatives understand the impact nonprofits have on people and communities.

What is at stake?

Charitable giving incentives, particularly the charitable deduction. Congress enacted the charitable giving deduction in 1917 and since then, no other tax provision has generated a more positive public impact. It offers a vital and unique incentive to taxpayers that, in 2015, helped generate more than $373 billion (the highest total ever recorded over the past 60 years) to support charitable causes (GivingUSA).

Consider the following:

  • Nonprofits generate $1.1 trillion every year providing human services
  • 1 in 10 Americans work for a nonprofit, providing 13.5 million jobs
  • For every $1 subject to the charitable deduction, communities see $3 in benefits

Still, some politicians have suggested lowering or even eliminating the deduction in order to reduce the federal deficit. Proponents of preserving the deduction feel very strongly that the government cannot and will not find a better way to leverage private investment in nonprofit and worthy causes.

Why now?

All new administrations bring change, but President-elect Trump’s campaign promises suggest a major overhaul to the current tax code is in the works. We know that taxpayers adjust their charitable contributions based on changes in the tax code. As the President-elect’s team considers restrictions on itemized deductions ($100,000 for individuals and $200,000 for couples/families filing jointly), it is vital that charitable giving is exempt from these restrictions. If not, the incentive to give is no longer there and the future of many nonprofits is at risk.

What can you do?

The Charitable Giving Coalition is already taking action to preserve the charitable giving deduction. You can read their letter to President-elect Trump here. As nonprofit professionals, philanthropic leaders and American citizens it is also our duty (and privilege) to interact with, educate and influence our representatives in government. There are many ways you can advocate for the philanthropic sector. If you’re interested in learning more, check out Jeffrey Byrne’s piece on Advocacy in Philanthropy from the JB+A archives.

Our sector is lucky to have a number of highly competent bodies monitoring situations like this and advocating in support of nonprofits, but it’s up to all of us to make sure they succeed. To learn more about the Charitable Giving Coalition and how you can take action to preserve the charitable giving deduction, visit http://protectgiving.org/.

Success Stories from the Front Lines: #GivingTuesday 2016

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The results are in and #GivingTuesday 2016 was a resounding success raising $168 million and surpassing last year’s total raised by more than 43%. But how has this global day of giving made a difference to the nonprofits who participate and the individuals they serve? Here are two success stories from nonprofits that demonstrate just how impactful this giving phenomenon has become.  

kidsight-logoSaving Sight
Saving Sight is on a mission to prevent childhood vision loss through charitable vision services for the children of Missouri. This past #GivingTuesday, they harnessed the power of social media to support their signature charitable program, KidSight, which provides free vision screenings to Missouri children.

The Saving Sight team credits their #GivingTuesday success to their prep work. When you have a plan in place you’re already halfway to your goal – the rest is just execution! Leading up to November 29, they mobilized their staff, Board, donors and program recipients to participate in #GivingTuesday through email blasts, a dedicated webpage and regular social media posts.

They reached out to their dedicated base of supporters and recruited them as ambassadors to their #GivingTuesday campaign. Ambassadors not only donated, but also spread the word  by posting the #GivingTuesday version of the selfie, the #unselfie.

Take a look at a just a few of the many #unselfies posted by Saving Sight supporters.

ss-gt-collage

So how did they do? 40 individuals donated on #GivingTuesday adding up to $1,040 in total donations. At $5 to screen a child, they raised enough to support KidSight vision screenings for 212 children. Incredible! Well done to the entire team at Saving Sight and KidSight.

urlHealthEd Connect
HealthEd Connect empowers women and children through evidence-based health, education and advocacy. They train volunteer community health workers in sub-Saharan Africa and Nepal and provide free primary (K-7) education for orphans and vulnerable children in the Copperbelt region of Zambia through three community schools. For this year’s #GivingTuesday, HealthEd Connect focused their efforts on their Girls Achievement Program (GAP), which aims to empower, educate and enable 5th, 6th and 7th grade girls in the developing world to focus on their studies and break the cycle of poverty and dependence.

Their goal? Raise $12,000 for 12 girls to study through the 12th grade.

Like Saving Sight, HealthEd Connect credits a great deal of their success to the prep work. Using the JB+A #GivingTuesday Guide, they developed a robust plan with assigned roles, responsibilities and deadlines.

They mobilized their base through targeted pre-#GivingTuesday emails intended to spread the word amongst Board, staff and key volunteers, and through #GivingTuesday-focused newsletters throughout the month of November. They approached social media with precision and efficiency drafting all posts in advance with engaging photos and pre-determined launch times in place. They also developed a unique hashtag for their campaign: #12GX3.

And they didn’t stop at the prep work. Throughout #GivingTuesday, they sent real time updates to their donors and contacts keeping them informed and engaged in the fundraising process.

Lauren Hall, Executive Director of HealthEd Connect, also credits Board participation with their #GivingTuesday success. “JB+A’s Guide helped us communicate the importance of #GivingTuesday to the Board and they got 100% behind the campaign,” says Hall. “We acquired three matching pledges from the Board in addition to commitments to forward pre-written emails to their contacts. Their support was essential to the success of our campaign.”

So how did they do? HealthEd Connect’s goal was to raise $12,000 ($6,000 online, three $2,000 matching pledges) sending 12 Girls to high school on HealthEd Connect scholarships. They more than surpassed their goal raising $32,365 which will get 32 new scholars through high school. They also acquired 41 new donors and reached more than 3,500 people.

Truly an inspirational account showcasing the power of social media to harness generosity and passion.

Congratulations to the entire team at HealthEd Connect!

Interested in getting your organization to participate in this phenomenal day of philanthropy? The next #GivingTuesday is scheduled for November 28, 2017. It’s never too early to start brainstorming your plan of attack! Leading up to #GivingTuesday, JB+A will be posting helpful tips and guides to help your organization make the most of this global day of giving. Stay tuned! 

Giving in America Exhibition at National Museum of American History

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The National Museum of American History is currently featuring an exhibition on the history and evolution of American philanthropy. The exhibition examines how our national ideals of participation, equality, resourcefulness and shared responsibility have shaped a distinctive form of giving that is uniquely American.

deliveryserviceOne of the artifacts on display is a 1960 copy of the Giving USA report on fundraising statistics and trends published by the American Association of Fundraising Counsel (now known as The Giving Institute). As Jeffrey Byrne carries out his duties as Board Chair of The Giving Institute, we are delighted to see the inclusion of this report.

To learn more about the Giving in America exhibition, please click here to visit the Smithsonian’s website.

Jeffrey D. Byrne Appointed Treasurer of MoHEFA

By | All Posts, Current Events/News, Fiscal Management, News You Can Use | One Comment

jdb_governor-nixonJeffrey D. Byrne, President + CEO of Jeffrey Byrne + Associates, Inc., has been selected treasurer of the Missouri Health and Educational Facilities Authority (MoHEFA) by Governor Jay Nixon (right). Jeffrey was first appointed as a member of the State Authority by Governor Nixon in February 2016 and is delighted to take on the additional role of treasurer less than a year after his initial appointment and senate confirmation.

MoHEFA is a seven-member appointed Authority that assists health and educational facilities across Missouri in their financing efforts.  The Authority provides access to capital markets in an effort to lower the cost of health and educational services in Missouri by providing high-quality, readily available, low-cost financing alternatives for Missouri public and private, nonprofit health and educational institutions.

Comprised of experts in the fields of healthcare, higher education, investment banking and finance, the Authority advises and assists borrowing institutions in qualifying for, structuring and completing quality transactions, overseeing the financing process. In this role, this bipartisan Authority has succeeded in obtaining more than $23 billion in financing for 500 projects across the state since 1979.

As a member of MoHEFA, Jeffrey brings a wealth of experience in the nonprofit and financial business sector. For more than 25 years, he has worked with healthcare and educational institutions across the country on capital and development efforts. As treasurer, he will oversee all aspects of MoHEFA’s financial management working closely with the Chair and Vice-Chair to ensure responsibilities are met.

“This has been an incredible year for MoHEFA and the organizations we serve, having approved $1.7 billion in bonds,” says Jeffrey. “It is a great honor and responsibility to not only be appointed as a member, but now treasurer. As I prepare for a more robust role with MoHEFA, I look forward to making 2017 our most successful year yet in our quest to improve the health and educational landscape of our great state.”

Jeffrey’s term as a member of the Authority ends on July 30, 2019.