Category

All Posts

501 (c) Success National Speaker Series 2018

By | All Posts, Current Events/News, News You Can Use, Organizational + Personal Development | No Comments

Mark Your Calendars

JB+A is a proud sponsor of the 501(c)Success National Speaker Series, a program of Nonprofit Connect. Committed to ensuring you have access to solid, informative and thought-provoking discussions on topics that affect your daily work in the nonprofit sector, this Speaker Series brings the brightest national thought leaders to Kansas City, to discuss progressive topics that are relevant and timely in our industry.

You won’t want to miss the fantastic presenters lined up for 2018:

Anne Wallestad – April 26

Anne Wallestad serves as president and CEO of BoardSource, a globally recognized nonprofit focused on strengthening nonprofit leadership at the highest level — the Board of directors.

Dr. Patrick Rooney – June 15 – Giving USA 2018: The Annual Report on Philanthropy for the Year 2017

Dr. Rooney is Associate Dean for Academic Affairs and Research and Professor of Economics and Philanthropic Studies at the Indiana University Lilly Family School of Philanthropy, and annually presents Giving USA, the longest-running and most comprehensive evaluation of philanthropic trends in the United States, here in Kansas City.

Erik Daubert – September 11

Erik is regarded as a leader in the areas of financial development and nonprofit management. In addition to a broad based career in nonprofits, he has also served as a consultant and founding partner in multiple nonprofit and for-profit organizations.

All 2018 programs will be held at the Kauffman Foundation Conference Center.  Stay tuned for more updates and information about our presenters.

Philanthropy is Business…and That’s OK

By | All Posts, Boards + Leadership, Capacity Building, Commentary, Fiscal Management, News You Can Use, Organizational + Personal Development, Strategic Planning, Uncategorized | No Comments

As we close out another year with the turn of the calendar to January, many of us spend some time reflecting on the lessons learned over the past 12 months while setting organizational goals for the year ahead.  We need to take the time, not only to do this on a personal and organizational basis, but as a profession.  I think it is important that as a sector we take stock of where we have been, where we are and where we need to go in order to stay nimble – while continuing to increase our meaningful societal significance.  We can all agree that the times they are a changing.

As we continue to march our way through the second decade of the new millennium, the nonprofit sector looks much different than it did even two years ago, let alone in 2000.   Technological tools, data analytics, interpersonal communication options, physical work environments and service delivery are just a few of the ways our work world is rapidly changing. Corporations are now focused on social enterprise; the conversations and perceptions of how they make social impact are changing.  Are we as a sector ready for this?

Unfortunately, the nonprofit sector is not always known for its adaptability or quick response to change.  Misguidedly, we often reject the idea of “running a nonprofit like a business” which causes our sector to be perceived as accepting a “status quo” or “this is the way we have always done it” mentality.  This also reinforces the expectations of “minimal overhead ratios,” “outputs vs. outcomes” and the proverbial misperception that we need to be “saved” by the for-profit sector.  Not surprisingly, this continues to cause tension and maintain an undercurrent of lack of respect and frustration felt by us as the practitioners of social good.

“Failure” is still a bad word among our sector and is not celebrated as a learning experience, as it is with our corporate counterparts, due to how funding for such projects is obtained.  With few dollars available for venture philanthropy, the competition is fierce, limiting the ability for innovative solutions to be discovered and rapidly implemented across subsectors.

My hope for 2018 is that we as a sector begin to be as recognized for our specialties, expertise and impact as our for-profit counterparts. I hope we embrace the fact that at the end of the day, we too are in business – the business of doing good for our community, country and world.  Our work is vital to the economic and social success of our county.  We are the second largest employer behind manufacturing. Our products are safe housing options, research to find cures for disease and hot meals for the homeless.  Our services include removing barriers to education and job skills training, mentorship, mental health programs and youth interventions.

How can this mentality be implemented in our nonprofit organizations this year? Let’s walk before we run.  Invest in team training on business skills, contribute to cross sector conversations, attend networking events, read traditional “best business practices books” and implement key ideas, have a Board focus group to discuss and update strategic plans.  Set one, three- and five-year program and fundraising goals. Seemingly small steps can make big results for our stakeholders and those we serve. Let’s seize the opportunity to do business in 2018, but not as business as usual!

Moving the Needle: What Might Be Possible for Philanthropy in America?

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

Leaders in the nonprofit and fundraising sector are gathering soon, through an effort spearheaded by The Giving Institute, to begin developing a plan to help increase charitable giving in America.

American individuals, estates, foundations and corporations contributed an estimated $390.05 billion to U.S. charities in 2016, according to Giving USA 2017: The Annual Report on Philanthropy for the Year 2016. Total giving rose 2.7 percent in current dollars (1.4 percent adjusted for inflation) over total giving in 2015, and 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.

This growth in giving is good.  Yet 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. So, The Giving Institute is coordinating discussions about a national plan to “move the needle.”

JB+A President + CEO Jeffrey Byrne, who served as Board Chair of The Giving Institute from 2015-2017, is among several nonprofit thought leaders who are part of an initial “working committee” to start dialogue about an examination of giving practices and how to increase giving while incorporating input from several people from several sectors (nonprofit, government, corporate, etc.)

Approximately two dozen people will be meeting in Dallas on February 7 to continue developing components of the plan:  focus of the work, organization as a legal entity, potential leadership and staffing, funding, research, information dissemination, federal recognition, communications and building support.

This national examination of giving practices is similar to “The Commission on Private Philanthropy and Public Needs” in 1973-1975, most commonly known as “The Filer Commission.” This historical effort was spearheaded by John Filer, chairman of Aetna Insurance, and initiated by John D. Rockefeller, III, after the Tax Reform Act of 1969 was passed.  The Commission’s report, “Giving in America,”  contained recommendations that fell into three categories: 1) proposals involving taxes and giving, 2) interaction among donors, recipients and the public – those who affect the philanthropic process and 3) a proposal for a permanent commission on the nonprofit sector. The commission scrutinized government inducements to giving and considered alternatives such as tax credits and matching grant systems. Members felt the charitable deduction should be “retained and added on to rather than replaced by another form of governmental encouragement to giving.”

There were six main objectives for the commission’s final report: 1) increase the number of people who contribute significantly to and participate in nonprofit activities, 2) increase the amount of giving, 3) increase inducements to giving by those in low- and middle-income brackets, 4) preserve private choice in giving, 5) minimize income loss of nonprofit organizations that depend on the current pattern of giving and 6) be as efficient as possible (meaning, the new levels of  contributions stimulated should at least approximate the amount of government revenue foregone in order to provide this stimulus.) thought leader and participant in this critical/revolutionary time for philanthropy.

JB+A is excited to be part of this exciting and pivotal time for philanthropy – and discovering what might be possible for philanthropy in America in the years ahead.

*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.

Tax Reform is Here, but without the Universal Charitable Deduction

By | All Posts, Annual Giving, Boards + Leadership, Commentary, Current Events/News, Fundraising, Legislative + Advocacy, News You Can Use, Strategic Planning | No Comments

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 (CGC). Below is the statement from the CGC on the final tax reform bill. Join the CGC in reaching 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. 

12/20/17 – CGC DISAPPOINTED CONGRESS FAILS TO ENACT UNIVERSAL CHARITABLE DEDUCTION IN REFORM; VOWS TO CONTINUE PUSH IN 2018

As Congress moves to enact tax reform legislation, lawmakers are failing America’s charities. Instead of preserving a tax incentive that for the past century has helped build a strong and vibrant charitable sector, the final tax reform bill effectively eliminates the charitable deduction for 95% of all taxpayers, dealing a harsh blow to organizations on the frontlines of serving those most in need.

In real terms, more than 30 million taxpayers will no longer be able to deduct their charitable gifts, which will translate to a decline of more than $13 billion in charitable contributions annually. This decline represents between 4% and 6.5% of contributions according to studies by Lilly Family School of Philanthropy at Indiana University and Tax Policy Center.

Along with leaders from charities across the country, the Charitable Giving Coalition has spent the past year urging members of Congress to address the negative impact on giving that will be triggered by increasing the standard deduction. Several Republican and Democratic lawmakers recognized this reality and its negative consequences. Unfortunately, despite clear and convincing evidence that the plans as introduced will reduce giving, the final tax bill does not include a “fix,” such as a universal charitable deduction for all taxpayers who will take the standard deduction. A universal charitable deduction would not only help recoup the anticipated loss of charitable contributions, but would also promote fairness by allowing all taxpayers to deduct their contributions.

The CGC recognizes that the final tax reform bill maintains the charitable deduction for the limited number of taxpayers who will continue to itemize. The bill also makes two positive adjustments for those taxpayers. First, it allows itemizers to deduct charitable contributions of cash up to 60% of their adjusted gross income (AGI), increasing that limitation from the current 50% level. Second, it repeals the Pease limitation, which had reduced the value of itemized deductions for higher income taxpayers.

While these changes are positive adjustments for the charitable deduction, they will, in no way, make up for the limited availability of the charitable deduction and the loss of billions of dollars in charitable contributions annually.

The stark reality for most charities is that, as government budgets continue to shrink, especially for social services and other programs that benefit communities, charitable contributions are a critical lifeline. Given this reality, it is extraordinarily short-sighted to limit incentives for private contributions to charity. Charitable contributions and the charitable tax deduction are critical for organizations doing vital work in our communities, particularly the small, local charities and congregations already being run on a shoe-string budget that are likely to be hardest-hit by reduced giving. Losing 4-6.5% of their annual budgets will be devastating to these charities and to the vulnerable communities they often serve.

The CGC is deeply committed to pursuing a universal charitable deduction when Congress reconvenes in 2018. In recent months, a groundswell of support has grown among both Republicans and Democrats in the Senate and House. Several members demonstrated they understood the implications on charitable giving of tax reform proposals. And, they acted, introducing both legislation and amendments during consideration of the tax bill. The CGC is deeply grateful for Members’ outspoken support and will build on this momentum to expand the charitable tax deduction to all American taxpayers.

To learn more about the CGC, visit protectgiving.org

See more analysis of tax reform from Dr. Patrick Rooney with the Lilly Family School of Philanthropy.

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”

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

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

By | All Posts, News You Can Use | No Comments

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.