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It’s #GivingTuesday! Have you joined the movement?

By | All Posts, Current Events/News, Social Media, Stewardship, Technology | No Comments

#GivingTuesday 2017 is finally here!

#GivingTuesday unites:  individuals, communities and organizations around the world come together to celebrate and encourage giving.

Anyone, anywhere can get involved in #GivingTuesday.  And no matter who you are – individual, family, nonprofit, business – JB+A wants YOU to join the movement:  spread the word, support a cause, make a gift, share your story.

How will you participate?  Looking for ways to get involved?

Visit #GivingTuesday’s online directory to find organizations, charities, events and more!

And a special thanks to Lamar Advertising, for its continued partnership in support of #GivingTuesday!

The largest provider of outdoor advertising in Kansas City again collaborated with JB+A to support #GivingTuesday. Since the inception of #GivingTuesday in 2012, Lamar has generously provided pro bono digital billboards throughout the Greater Kansas City area to promote this global day of giving fueled by the power of social media and collaboration. This year, Lamar donated eight boards over a two-week period, for an estimated 2,786,382 viewing impressions!

Legislative Update: How the Tax Cuts and Jobs Act Might Affect your Nonprofit

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

UPDATE:

On Dec. 2, the Senate passed its version of the Tax Cuts and Jobs Act (S.1). Now that each chamber has passed a version of the bill, it must go to a conference committee to work through differences and draft a single version of the bill that will be sent for another vote in both the House and Senate. If it passes those, then it will go to the President for signature.

On November 1, The House released H.R. 1, The Tax Cuts and Jobs Act, with several representatives from the nonprofit sector voicing concerns that it would generate dramatic and negative consequences for America’s nonprofits and their constituents.

The Senate bill on tax reform was released November 9, and while many analysts in our sector feel the Senate’s version is not as potentially damaging as that of the House, there are still concerns that the bill does not fully address the components necessary to preserve charitable giving, as it limits the charitable deduction rather than expanding it to all taxpayers by way of a universal charitable deduction. Read The Independent Sector’s summary of the Senate’s tax reform  and its recommended call to action.

The Charitable Giving Coalition is urging all members of the Senate Finance Committee to vote yes on an amendment introduced by Senators Debbie Stabenow and Ron Wyden that would allow an above-the-line deduction for charitable contributions. The maximum deduction would be limited to 60% of modified adjusted gross income and would phase out at higher income levels (by 3% for every dollar of taxable income above $266,700 for single taxpayers, $320,000 for married, and $293,550 for head of household.  View the Coalition’s full release here.

The Association of Fundraising Professionals (AFP) and the Charitable Giving Coalition are urging everyone to continue to reach out to the U.S. Senate regarding its tax reform bill and push Senators to support a universal charitable deduction.  Visit AFP’s website for talking points and sample messaging for communicating with your Senator.

Even though the Thanksgiving holiday is approaching, please reach out to your two U.S. Senators, and encourage your Board members to do so as well.  Your engagement in this critical issue matters.

Making the Case for a Young Advisory Board

By | All Posts, Boards + Leadership, Capacity Building, Donor Cultivation, News You Can Use, Volunteers | No Comments

Katie Lord, Vice President

As millennials progress in their careers and experience increases in their income, the corporate and philanthropic landscape will continue to shift. This age group is not only changing the workplace dynamic, it is changing the philanthropic landscape – from expectations to involvement.  It is critical to develop and offer engagement opportunities for those born between approximately 1982 and 2000 (known as the “giving generation”) – both for making financial contributions and volunteering – as millennials spur new and innovative changes to charitable giving.

In a recent report released by Dunham + Company, 22% of millennials plan to give more this year than they did last year. In 2016, millennials gave an average of $580 and an average of 40 volunteer hours. While this puts them at the lower end of financial support, millennials are the largest active generation in the workforce today and are starting to approach middle management levels. The nonprofits that harness this generation’s time and talents early will reap the benefits of their treasures later.

As millennials progress in their careers and leadership journeys, many are looking for ways to give back to organizations they care about – but in very “hands-on” ways that afford them a “seat at the table” or a chance to “lean in.” Millennials who are driven by achievement and a strong sense of social responsibility actively seek civic opportunities for service.  Creating a Young Advisory Board is a fantastic way to engage them.

Service opportunities through a Young Advisory Board allow your nonprofit to cultivate this generation, while simultaneously filling your pipeline with potential high performing Board members in the future.  It is important to set up structure, roles, responsibilities and clear expectations that create accountabilities for this group, which mirror the governing Board of Directors. A challenging aspect of working with the millennial constituency is striking a balance of nonprofit staff oversight with group autonomy. You want the Young Advisory Board to be a working board (and not turn into a social or happy hour club) while achieving goals that benefit your organization and those you serve.

In order to set up your Young Advisory Board effectively, here are some best practices to consider:

  • Young Advisory Boards should have between 12 to 15 members
    • Prospective Board members should submit an application and be interviewed
    • Board members should receive and sign off on a job description
    • Board members should represent a diverse spectrum of companies, gender and ethnicities
  • Officer/Executive Committee positions include President, Vice President, Treasurer and Secretary
    • Note, the President should be a non-voting member on the Board of Directors and invited to attend meetings
  • Set an individual fundraising “give” expectation – this does not have to be a large amount but does need to be an annual gift not tied to an event
  • Set a group fundraising “get” goal that can to be accomplished throughout the year utilizing peer-to-peer fundraising or an event organized by Young Advisory Board members; this is in addition to the individual fundraising “give” expectation
  • Meeting dates and times and length of meetings should be set and agreed upon by the group for greater buy-in and accountability

The above list contains some good starting points to consider when creating a Young Advisory Board.  Your culture, mission and Young Advisory Board leadership will drive many of the roles and expectations, but these best practices will provide a framework to attract young individuals with the work ethic and drive to support your organization, while cultivating a younger demographic and stewarding them to fill your pipeline of future leaders and loyal donors.

Check out Katie’s three-part series on Time, Talent and Treasure for more ideas on strengthening your nonprofit’s Boards.

JB+A Own Katie Lord is One of KC’s “Most Wanted”

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Each year, a group of charitable, passionate, hard-working professionals are chosen to be honored by Big Brothers Big Sisters of Greater Kansas City as “KC’s Most Wanted.” These honorees are movers and shakers who are making a big difference in their professions and in their community – and JB+A’s very own Vice President Katie Lord is on the list for 2017!

Each year, a group of charitable, passionate, hard-working professionals are chosen to be honored by Big Brothers Big Sisters of Greater Kansas City as “KC’s Most Wanted.” These honorees are movers and shakers who are making a big difference in their professions and in their community – -and JB+A’s very own Vice President Katie Lord is on the list for 2017!

“I’m delighted for Katie and this honor, but I’m especially proud of her commitment – personally and professionally — to strengthening our community,” says JB+A President + CEO Jeffrey Byrne.  Katie will be recognized with her fellow honorees at the annual Most Wanted Auction on December 2, at Arvest Bank Theater at the Midland. Each honoree will create a unique, one-of-a-kind live auction package, gather silent auction items and raise funds to support Big Brothers Big Sisters of Greater Kansas City and its mission of creating and supporting life-changing friendships for children.  “Having just had my first child, I understand aspiring to be a role model and friend not only in her life but in the lives of other children. Big Brothers Big Sisters of Greater Kansas City allows adults and children to create these special, life-changing relationships,” says Katie. “I’m incredibly honored to be named one of KC’s Most Wanted Honorees.”

From all of us at JB+A, congratulations Katie!

For more information about KC’s Most Wanted, Big Brothers Big Sisters of Greater Kansas City and to leave Katie a note of support, visit here. 

JB+A Welcomes New Team Member Eric Tschanz

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Eric Tschanz brings deep expertise in nonprofit management and resource development – demonstrated by his nearly three decades of accomplishments and raising in excess of $30,000,000 as President/Executive Director of Kansas City’s nationally-acclaimed Powell Gardens. His partnership with JB+A spans more than 15 years, and we worked with Eric as fundraising counsel during two capital campaigns at the Gardens. Eric’s fun demeanor, leadership and knowledge of the philanthropic landscape will strengthen our firm’s service to the nonprofit community. I am happy Eric is joining JB+A, and I know our team and our clients will thoroughly enjoy working with him. – Jeffrey D. Byrne, President + CEO

Eric Tschanz, Senior Consultant

Since 1989, Eric Tschanz led Powell Gardens, Inc. as President and Executive Director. As Director Emeritus of Powell Gardens, Eric was recently honored with an Honorary Life Member award from the American Public Gardens Association (APGA).

During Eric’s 29-year career at Powell Gardens he implemented the first two phases of the Gardens’ master plan.  He helped grow the gardens from a staff of 15 to 52, and led the organization in endowment development and major and planned gift capacity building.  In 2008 he completed a $9,000,000 campaign and the construction of the new Heartland Harvest Garden – the largest edible landscape in the country. As the retiring director, he serves as Vice-Chair of the Garden’s $18,500,000 capital/endowment campaign.

Eric completed his B.S. in Horticulture at The Ohio State University and went on to become a Fellow in the Longwood Program at the University of Delaware and Longwood Gardens and graduated in 1977 with a Master’s degree in Botanic Garden Management. He is an Honorary member of the Garden Club of America – Westport Garden Club.  In 2010 Eric was honored by the American Horticultural Society with their 2010 Professional Award and received the APGA’s Award of Merit in 2012.

“After nearly three decades of fundraising in greater Kansas City as President and Executive Director of Powell Gardens, I am delighted to continue serving the philanthropic community – both here at home and beyond – as part of the JB+A team,” shares Eric.

Welcome Eric!

You can reach Eric at 816-237-1999 or at ETschanz@FundraisingJBA.com.

Response from the Charitable Giving Coalition to H.R. 1, The Tax Cuts and Jobs Act

By | All Posts, Commentary, Current Events/News, Legislative + Advocacy, The Giving Institute | One Comment

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.  We will continue to carefully monitor the progress of this proposed legislation as it winds its way through the halls of Congress, and will continue to keep you updated. There’s obviously a lot at stake, and we need to stay abreast of these public policy issues.

 Consider sharing these updates with your senior executive team, your entire fundraising staff and your Board of Directors. Reach out to your Congressional Representatives and U. S. Senators to let them know of the positive impact the charitable deduction has on philanthropy and your organization.  Keeping elected officials informed on the positive impact of legislation within their districts is critical to persuading Congress to pass a permanent version of this proven charitable giving incentive. 

As the current Administration and Congress continue to propose various options for tax reform, we know these changes will affect charitable giving and the nonprofit sector. The latest tax reform framework was released last Wednesday, November 1, in H.R. 1, The Tax Cuts and Jobs Act. What are the potential consequences of this proposed legislation on America’s charitable organizations and those they serve?

The Charitable Giving Coalition (CGC), (a group of more than 175 diverse organizations representing private and community foundations, their grantees and independent charities, as well as nonprofit organizations and the associations and umbrella groups) is dedicated to preserving the charitable tax deduction – crucial to ensuring our nation’s charities receive the funds necessary to fulfill their essential philanthropic missions.

The CGC provides a unique and unified voice on Capitol Hill, and recently released a statement outlining its concerns that The Tax Cuts and Jobs Act (H.R. 1) will generate dramatic and negative consequences for America’s nonprofits and their constituents.

This proposed revision to the tax code doubles the standard deduction and shifts millions of taxpayers who currently itemize to taking the standard deduction. As many as 30 million taxpayers who itemized in 2016 would no longer have access to charitable giving incentive and would be taxed on their gifts.

While the CGC is grateful that H.R. 1 retains the charitable tax deduction for those who itemize, it articulates that “the result of this provision alone could be a staggering loss of up to $13.1 billion in contributions annually, undermining America’s charitable organizations and our country’s extraordinary tradition of philanthropy. The charitable deduction would be available to only 5% of all taxpayers – causing this significant drop in contributions. Up to 95% of taxpayers will be taxed on their gifts to charity.”

As an alternative to H.R. 1, the CGC offers a resolution it feels is fair and efficient and will continue to encourage Americans to donate to charities:  a universal charitable deduction available to all taxpayers. The CGC believes that continuing to incentivize the deduction for charitable giving would offset anticipated losses and potentially gain an additional $7billion annually for America’s charitable organizations while encouraging younger taxpayers to begin charitable giving earlier.

Read the full press release from the CGC here.

Click here to learn more about the CGC.

#GivingTuesday Is Right Around the Corner

By | All Posts, Annual Giving, Donor Cultivation, Fundraising, News You Can Use, Nonprofit Marketing, Social Media, Technology | No Comments

A little more than a month away, #GivingTuesday falls on November 28th this year. In 2016, #GivingTuesday raised more than $177 million through $1.64 million gifts in 98 countries around the world. Be sure to watch for #GivingTuesday billboards throughout Kansas City: for the sixth year in a row, Lamar Advertising  is collaborating with JB+A to support this global day of giving, by generously providing pro bono digital billboards throughout the Greater Kansas City Metro.

Here are three important steps to take now for a successful #GivingTuesday this fall:

  1. Identify your #GivingTuesday Program/Theme Focus
    Highlight a specific program or immediate need to create your communications talking points and grab donors’ attention. Setting a fundraising goal that is attainable and clearly ties back to what it will help your organization accomplish increases excitement and participation.
  2. Create your #Hashtag
    Identify your unique #hashtag for your #GivingTuesday campaign based on the program or theme you have selected. Be sure to make it short and relevant to your organization and something easy for people to remember.
  3. Alert donors, volunteers and other constituents
    Let folks know via email and your website (and in any already scheduled correspondence) about your #GivingTuesday plans and educate them about the social media channels your organization will be using.  Don’t forget to arm them with your #hashtag.

For more tips about creating a solid #GivingTuesday campaign, download your own “JB+A #GivingTuesday Guide.”

Corporate Giving – Are You Tapping This Resource for Your Nonprofit?

By | All Posts, Donor Cultivation, Fundraising, Giving USA, News You Can Use | No Comments

Katie Lord, Vice President

It’s once again that time of year when our corporate partners/prospects are beginning to look at budgeting and goal-setting for the next fiscal year. It’s also the time of year when we, as nonprofit fundraisers, should be setting up cultivation touch points with this donor segment.  Notice I did not say “annual meetings with our corporate partners.”  As with all of our donors, we should not only be meeting with them to make the “ask,” but to also “take the temperature of the relationship” to further grow the partnership.

According to the Giving USA 2017: The Annual Report on Philanthropy for the Year 2016, Corporate Giving made up 5% or $18.55 billion of the $390.05 in total giving in the United States last year.  While Corporate Giving is the smallest segment of the sources of giving, there has been an increase in Corporate Giving over the past several years: it is up 3.5% from last year alone.  With Millennials emerging as the largest generation in the workforce, it is important to understand the continual emergence and changing attitudes of the corporate sector on social responsibility.

When approaching a corporate entity, be sure you’ve done your research.  Learn as much as you can about the business, the products/services, who customers are, earnings, etc.  This research can be done by looking at the company’s website, LinkedIn page, local business publications and a quick Google search.  Most importantly, do not go into a meeting with your own pre-conceived notion of what the corporation would want or a “standard” offering or sponsorship menu for them to choose from.  Each corporation or business, just like each individual, is unique – with its own identity, goals and needs.

With the continued evolution of the fundraising and business landscapes, one size no longer fits all when building corporate relationships and donor growth.  There are now multiple ways that nonprofits can benefit from corporate philanthropy, including paid volunteer time for employees, matching gift programs, sponsorship dollars, peer to peer internal fundraising campaigns, cause marketing opportunities and corporate foundations just to name a few.  Be sure to explore all of these possibilities and combinations with your prospective/current corporate partner to ensure the optimum outcome.

Be prepared for your meeting.  Before your meeting, have thoughtful and tailored specific questions, be able to discuss what a charitable partnership looks like and how both parties can measure outcomes and success.  Ask open-ended questions and then LISTEN to the answers.  It is important to be able to articulate how a partnership can be mutually beneficial, by helping the business achieve its goals internally while simultaneously having an impact on your organization and the community externally.

If you are renewing a relationship, be able to illustrate the outcomes of your partnership or projected outcomes.  Include numbers such as digital impressions, value of corporate volunteer time to the organization and what sponsorship dollars were able to achieve.   Also share personal results, quotes from any employees about the impact the partnership had on them or stories of people who directly benefitted from the financial support the corporation provided the organization.

Corporate Giving is a vast resource in our nonprofit communities.  Creativity is important and it is mandatory to think outside the proverbial box in order to meet the changing landscape of corporations, their employees and social responsibility. Gone are the days of offering corporations a set menu of charitable options.  We, as nonprofit professionals, have to be able to entice corporations to build sustainable relationships with the positive outcomes of our partnership.  We have to learn and grow with them by offering innovative ways to contribute to the nonprofit organizations in their communities with their donor dollars, the support of their employees and the positive impact of their contributions in time, talent and treasure.

Welcome Veronica Gerrity, JB+A’s Newest Team Member

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As JB+A continues to grow in response to client needs, I am excited to have Veronica Gerrity join us. Veronica’s passion for service and “can-do” attitude will be a great asset to our fundraising team. I know our clients, the philanthropic community and the rest of our JB+A team will agree she is a valued addition.
– Jeffrey Byrne, President + CEO

Veronica Champion, Coordinator of Administration + Consulting, joined the consulting team at Jeffrey Byrne + Associates with a background in nonprofit coordination and administration. She has worked closely with Board members, clients, families and community organizers.

Prior to her position with JB+A, Veronica was a Care Coordinator at KidsTLC, where she was responsible for all coordination of care for clients, families and mental health providers. A graduate of Ottawa University with a B.A. in Human Services, Veronica is active throughout the community, including Junior League of Kansas City.

“I’m excited to hit the ground running, and to be working with JB+A to help nonprofits continue to make a powerful and much-needed difference in our communities,” says Veronica.  You can reach Veronica at 816.237.1999 or at VGerrity@FundraisingJBA.com.

Welcome Veronica!

JB+A Client Partner Mattie Rhodes Center Awarded Missouri Neighborhood Assistance Program Tax Credits

By | All Posts, Current Events/News, JB+A Client Fundraising Success | 2 Comments

Mattie Rhodes Center (MRC) enriches the lives of individuals, families and communities in a respectful, multi-cultural environment. Since its inception more than 120 years ago, MRC’s call to community service has been to champion the needs of others. Today, its community service calls for them to campaign for the continued evolution of cultural arts as a tool for education and unification.

MRC identified the need to expand service space and decrease costs within the cultural arts area of the agency, which is based out of the Westside neighborhood of Kansas City, Missouri. It acquired land to build a new Cultural Center and JB+A helped it begin its EXPLORE. LEARN. CREATE. BELONG. Campaign to raise funds for constructing the new Center. Part of its fundraising plan included applying for tax credits from the Missouri Department of Economic Development’s Neighborhood Assistance Program (NAP).  This program provides assistance to community-based organizations that enables them to implement community or neighborhood projects in the areas of community service, education, crime prevention, job training and physical revitalization. The Department of Economic Development will issue 50% or 70% tax credits to an eligible taxpayer who makes a qualified contribution to an approved NAP project.  MRC was notified by the Missouri DED in late August it was awarded $200,000 in NAP tax credits to utilize in raising funds for its new Cultural Center.  The $200,000 in 50% tax credits can generate $400,000 in contributions to the MRC campaign for its new Cultural Center. Congratulations Mattie Rhodes Center!

The new Mattie Rhodes Cultural Center will be a safe and welcoming environment that will supplement its other facilities. The building will be anchored by four pillars: 1) educational programs, 2) gallery/exhibit space, 3) cultural exchange and 4) event/gathering space. The new Center will be an energy-efficient building that is artistically and culturally appropriate and inviting for the neighborhood. The facility will be constructed to accommodate flexible, multi-functional exhibition and classroom space. Off-street and handicap-accessible parking will be provided. The new Cultural Center will provide a permanent home for Kansas City’s only collection of international folk art – the Hand-In-Hand Folk Art Collection, gallery space, open classrooms, community event space, gift and retail space.

Learn more about MRC and its new Cultural Center here.

To learn more about the Missouri DED NAP tax credits and eligibility criteria for donors, visit here.