8/3/15. Giving USA 2015: The State of Philanthropy. What is Giving USA?
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1 Giving USA 2015: The State of Philanthropy Presented by: Thomas W. Mesaros, CFRE Senior Counsel Researched and written by: Giving USA 2015 The Annual Report on Philanthropy for the Year 2014 Unless otherwise stated, all data and information contained in this presentation is sourced from: Giving USA: The Annual Report on Philanthropy for the year 2015 (2014). Chicago: Giving USA Foundation. 2 What is Giving USA? Longest running annual report about U.S. charitable giving Estimates for: Sources of giving Amounts received by type of organization Published by the Giving USA Foundation Started in 156 by AAFRC, now The Giving Institute Made possible by contributions from The Giving Institute member firms, foundations, and other donors 3 1
2 Today s Topics Overview of factors affecting total giving Giving by source Trends impacting giving by sources Giving by recipient type Trends in volunteering & NPOs Online giving Local giving perspective 2015 forecast Factors Affecting Total Giving in 2014 GDP Increased 2.2% in inflation-adjusted dollars from 2013 to 2014 S&P 500 Increased.6% in inflation-adjusted dollars in 2014 (compared with 27.8% in 2013) Inflation Increased 1.6% in 2014 (compared with +1.5% in 2013 and +2.1% in 2012) Factors Affecting Individual Giving in 2014 Personal disposable income Increased 3.8% in current dollars in 2014 Unemployment rate Fell 1.1% in 2014 Personal consumption expenditures Increased 3.% in current dollars in 2014 Consumer confidence Conference Board s measure of consumer confidence rose to 3.1 in December
3 Factors Affecting Corporate Giving in 2014 Corporate pre-tax profits Increased 8.3% in current dollars in 2014 (compared with an increase of 3.4% in 2013, 18.5% in 2012, and 0.7% in 2011) S&P 500 Increased.6% in inflation-adjusted dollars in 2014 (compared with an increase of 27.8% in 2013, and 11.1% in 2012) 2014 Source of Contributions Total = $ Billion Corporation Bequests s $17.8B $28B Foundation s $54B Individuals $258.5B 8 Changes in Giving by Source (Current $) Total Individuals -1.3% Bequests Foundations -.2% Corporations 1.6% 7.1% 1.5% 5.7% 7.6% 8.2% 15.5% 13.7% 8.8% 7.2% 14.0% 16.4% 3.2% Total change in giving -15.0% -10.0% -5.0% 0.0% 5.0% 10.0% 15.0% 20.0% 3
4 Total Giving Trends , ($ in billions) $ $ $ Inflation-Adjusted Dollars Current Dollars $ $ $ $27.33 $ $ $ $ $ $ $ $ $ $138.1 $ $68.50 $8.20 $ $50.00 $26.70 $43.40 $ Total Giving & Trends for Total Giving $ , $ in billions $ $ Inflation-Adjusted Dollars $ Current Dollars $ $ $ $50.00 $ Total Giving as a Percentage of GDP % 2.1% 2.1% 1.7% 1.7% 1.7% 1.% 1.6% 1.6%
5 Individual Giving as a Percentage of Disposable Personal Income % 2.0% 2.0% 2.0% 1.8% 2.3% 2.2% 1.8% 2.0% S&P 500 Index, inflation adjusted to 2014 dollars Total Charitable Giving and the S&P 500 Index (Adjusted for inflation) S&P500 in 2014 Dollars Total Giving in 2014 Dollars $400 $350 $300 $250 $200 $150 $100 $50 Total charitable giving, inflation adjusted to 2014 dollars 0 $ Giving by Individuals , $ in billions Inflation-adjusted dollars Current dollars
6 Trends Impacting Individual Giving Personal and household incomes Stock market performance Home equity Generational giving patterns What can you do? Stay close to your individual donors Pay attention to head and heart motivations Stewardship, stewardship, stewardship Giving by Foundations , $ in billions 53.7 Inflation-adjusted dollars Current dollars Trends Impacting Foundation Giving Proliferation of family foundations Giving to foundations by high net worth donors The economy, endowment earnings Interest in donor advised funds What can you do? Think generationally with family foundations Stay close to community foundations Stay up-to-date, i.e. with DAFs 6
7 Giving by Bequest , $ in billions Inflation-adjusted dollars Current dollars Trends Impacting Bequests Very high net worth donors Small percentage of bequest donors What can you do? Start a PG effort if you don t have one Focus efforts on bequests; look for giving over time Don t forget people in their 40s and 50s Giving by Corporations , $ in billions Inflation-Adjusted Dollars Current dollars $14.54 $14.24 $15.22 $17.77 $.41 $10.43 $11.15 $10.23 $11.36 $13.7 $5.28 $6.6 $4.13 $5.46 $6.8 $1.10 $
8 Corporate Giving as a Percentage of Corporate Pretax Profits % 1.4% 1.2% 1.3% 0.7% 0.8% 0.% 0.% 0.7% Trends Impacting Corporate Giving The economy and pre-tax profits Natural disasters Excess inventory Interest in in-kind giving What can you do? Don t ignore in-kind/non-cash gifts Pay attention to WIIFM Percentage of Total Giving by Source Five-year spans 83% 82% 80% 7% 77% 76% 74% 72% % 6% 7% 8% % 11% 13% 15% 7% 7% 7% 8% % 8% 8% 8% 4% 5% 6% 5% 5% 5% 5% 5% Individuals Foundations Bequests Corporations 24 8
9 /3/15 Total Giving by Source 5-Year Spans (Adjusted for inflation) $1,564 $1,60 $1,665 $1,186 $676 $735 $873 $ Individuals Foundations Bequests Corporations Recipients of Contributions Total = $ Billion Arts, Culture & Humanities $17.2 5% International Affairs $ % Environment/ Animals $10.5 Gifts to 3% Individuals $6.4 2% Public-Society Benefit $26.3 7% Health $30.4 8% Religion $ % Gifts to Foundations $ % Human Services $ % Education $ % 26 Changes in Giving by Recipient (Current $) Religion Education 6.0% 2.5% 8.0% 4.% 8.6% 13.2% Human Services Foundations Health Public-Society Benefit Arts, Culture and Humanities -8.4% International -2.0% Affairs Environment/Animals 1.2% 3.6% 2.7% 1.8% 6.0% 5.5% 6.6% 5.1% 3.5%.2% 5.0% 7.0% 4.8% 4.5% 11.8% 12.0% 13.0% % 12.4% Total change in giving 27
10 /3/15 100% Giving by Type of Recipient Five-year spans, adjusted for inflation, $ in billions 0% 80% 70% 51% 57% 57% 51% 41% 38% 35% 33% 60% 50% 40% 30% 20% 10% 0% 15% 14% 14% 14% 12% 12% 12% 13% 11% % 11% 11% 11% 11% 8% 10% 13% 11% 8% 6% 5% 8% % % 2% 6% 6% 8% 10% 12% 7% 7% 7% 7% 8% 7% 7% 5% 5% 5% 7% 5% 6% 4% 4% 5% 4% 4% 6% 5% 4% Environment/Animals International Affairs Arts, Culture and Humanities Public-Society Benefit Health Foundations Human Services Education Religion 28 Giving by Type of Recipient Five-year spans, adjusted for inflation, $ in billions $1,587 $1,660 $1, $1, $ $ $61 $ Religion Education Human Services Foundations Health Public-Society Benefit Arts, Culture and Humanities International Affairs Environment/Animals 2 Number of Volunteers , in millions of people
11 Volunteer Rate % 28.8% 28.8% 26.7% 26.2% 26.4% 26.8% 26.3% 26.8% 26.5% 25.4% Number of 501(c)(3) Organizations ,280,73 1,010,365 1,080,130 1,117, Key Trend: Online Giving 6.7% of overall fundraising revenue (excluding grants) in 2014 came from online donations Online giving grew by 8.% in 2014 over 2013 Size of the organization matters: Large organizations grew online giving by 8% Medium by.7% Small by 10.6% All subsectors, except International Affairs, experienced an increase in online giving Source: Blackbaud Charitable Giving Report
12 Local Giving & Income Comparisons Giving Ratio Median Contribution Median Income (AGI) Total Contributions Benton County 3.67% $4,434 $88,058 $101 M King County 3.23% $3,14 $104,717 $2.2B Spokane County 3.18% $3,22 $74,3 $208 M Clark County 2.7% $3,014 $7,435 $278 M Pierce County 2.6% $2,813 $7,668 $38 M Whatcom County 2.6% $3,240 $78,387 $ M Yakima County 2.4% $3,653 $71,145 $68 M Kitsap County 2.85% $2,832 $83,011 $137 M Thurston County 2.7% $2,811 $77,418 $113 M Snohomish County 2.4% $2,820 $87,603 $354 M 34 Giving by Income Levels Washington State All income levels Giving Ratio Median Contributio n Median Income (AGI) Total Contribution s 3.08% $3,118 $85,365 $4.4 B Up to $25, % $1,757 $14,885 $0 M $25,000 -$50, % $2,14 $38,412 $248 M $50,000-$75, % $2,43 $62,44 $386 M $75,000- $100,000 $100,000- $200, % $2,86 $87,087 $445 M 2.52% $3,0 $136,14 $1.07 B $200, % $20,414 $553,58 $2.2 B 35 What s the Forecast for 2015? Giving is predicted to grow by 4.8% this year; another 4.% in 2016 Increase will be driven by: Improvement in employment Stock Market performance Personal wealth Confidence in the economy Campaign activity is increasing It s still all about relationships with people! 12
13 Your Turn! What s your forecast for 2015? What other giving trends have your noticed? How does this data compare to your organization? What will you do with this information? Who needs to hear it? What action steps will you take? What questions do you have? Thank you for being with us today! For more information: Download the Giving USA 2015 free report highlights and purchase other Giving USA products at Seattle (206) Chicago (312) New York (860)
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