National Trends in Philanthropy: What Will. Impact Our Future?

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1 National Trends in Philanthropy: What Will Impact Our Future? Michael Frohna, CFRE, former Vice President and Chief Philanthropy Officer BloodCenter of Wisconsin Kristina Gawrgy Campbell, Director of Strategic Communications and PR Independent Sector Allison Grayson, Director of Policy Development and Analysis Independent Sector

2 WELCOME TO OUR FUTURE

3 Current State Future State

4 Giving USA 2017 Graph Pack

5 5 Giving USA 2017 The Annual Report on Philanthropy for the Year 2016 Researched and written by

6 Giving USA 2017 Supporters 6 Platinum Supporter Abila Advancement Resources Alexander Haas Alexander Macnab & Company The Alford Group Aly Sterling Philanthropy Arnoult & Associates Inc. AskRIGHT Brenda Asare Association for Healthcare Philanthropy Averill Fundraising Solutions Beazley Foundation Benefactor Group Benevon Bentz Whaley Flessner Blackbaud, Inc. Campbell & Company Carlson Fundraising, LLC Carlton & Company CCS Fundraising Corporate DevelopMint Cramer & Associates The Curtis Group Dini Spheris DonorDrive DonorSearch Dunham+Company Evans Consulting Group, LLC Falk Consulting, LLC Peter J. Fissinger Global Advancement, LLC Graham-Pelton Consulting, Inc. Green Oak Consulting Group Grenzebach, Glier and Associates Heaton Smith Group Heller Consulting Angela Hodson Jeffrey Byrne + Associates, Inc. Johnson, Grossnickle & Associates Joyaux Associates KCI-Ketchum Canada, LLC The Kellogg Organization, Inc. The Lapin Group, LLC Jay and Christie Love Sandy Macnab, FAHP, CFRE Maree G. Bullock in Recognition of Jimmie R. Alford Molly Hansen M. Anne Murphy, CFRE Marts & Lundy, Inc. Margaret and Tom Mesaros The Monument Group The Oram Group Phoenix Philanthropy Group Prasad Consulting and Research Nancy L. Raybin Richner & Richner, LLC Ruotolo & Associates, Inc. Schwab Charitable Sentergroup, Inc. David and Patricia Shufflebarger Aggie Sweeney, CFRE Sharon Tiknis TrueSense Marketing Virgil Scott Consulting, Inc. Wendy McGrady Westfall Gold Winkler Group The Yunker Group, Inc.

7 What is Giving USA? 7 The longest running, annual report on U.S. charitable giving Estimates for: Sources of giving Amounts received by type of organization Published by Giving USA Foundation TM Begun in 1956 by the American Association of Fundraising Counsel, now The Giving Institute Made possible by contributions from The Giving Institute member firms, foundations, and other donors Researched and written by the Indiana University Lilly Family School of Philanthropy

8 2016 contributions: $ billion by source (in billions of dollars all figures are rounded) 8

9 2016 contributions: $ billion by type of recipient organization (in billions of dollars all figures are rounded) 9

10 Total giving, (in billions of dollars) 10

11 Trends in total giving, (in billions of dollars) 11

12 Total giving as a percentage of Gross Domestic Product, (in inflation-adjusted dollars, 2016 = $100) 12

13 Total charitable giving graphed with the Standard & Poor's 500 Index, (in billions of inflation-adjusted dollars, 2016 = $100) 13

14 Individual giving as a percentage of disposable personal income, (in current dollars) 14

15 Corporate giving as a percentage of corporate pre-tax profits, (in current dollars) 15

16 Current State of Philanthropy: A National View Penelope Burk

17 Respondent Characteristics (2016) 60% 50% Age of Respondents 53% 47% 40% 30% 20% 10% 0% Under age 35 Age Age 65 or older n= 21,472 = more giving 46% v. 24.9%

18 The Challenges Direct mail response down 19.2% Donors 65+ give to 2x as many organizations than donors (# decided by about age 40-45) Over solicitation is [still] the #1 reason people stop giving

19 More Challenges 77% of donors research on the web before making first gift or renewing (up from 59%) Donors will renew support Where a gift goes and how it is used matters more than ever

20 The Opportunities 71% say they gave less than their capability as a test Donors say they will keep giving if thanked meaningfully, know how gift is being used, results show progress Donors are giving more to fewer groups to make bigger impact

21 More Opportunities 69% of respondents check website (on mobile) for new, relevant content not how gift was used (21%) 22% of respondents would give more if the request was directed to a specific purpose Committed board members [who don t just trade gifts ]

22 Questions. Comments. Observations

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