Giving USA 2016: Stories behind the latest Giving Trends FRIDAY JULY 8, :00am PST

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1 Giving USA 2016: Stories behind the latest Giving Trends FRIDAY JULY 8, :00am PST

2 Housekeeping 2 Virtual audience can view audio and video through computer. There is no dial-in. You may ask questions via the Q&A tab found at the top of your console. Recording of today s session will be made available ondemand. You will be notified when it is available for viewing. If you have any technical issues, please use the Help tab to contact our technical support team.

3 Welcome 3 Aggie Sweeney Chair, Giving USA Foundation Division President & CEO, Collins Group, A Division of Campbell & Company

4 Online Moderator 4 Rachel Hutchisson 1 st Vice Chair, The Giving Institute At-Large Director, Association of Fundraising Professionals Vice President of Corporate Citizenship & Philanthropy, Blackbaud

5 Agenda 5 1. Welcome and Giving USA 2016 headlines 2. Expert panel moderated by Stacy Palmer, Editor, The Chronicle of Philanthropy 3. Time for your questions!

6 6

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 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 SOURCE: Giving USA Foundation GIVING USA 2016

8 2015 contributions: $ billion by source (in billions of dollars all figures are rounded) 8 SOURCE: Giving USA Foundation GIVING USA 2016

9 2015 contributions: $ billion by type of recipient organization (in billions of dollars all figures are rounded) 9 SOURCE: Giving USA Foundation GIVING USA 2016

10 Changes in giving by source , , and (in current dollars) 10 SOURCE: Giving USA Foundation GIVING USA 2016

11 Total giving, (in billions of dollars) 11 SOURCE: Giving USA Foundation GIVING USA 2016

12 Changes in giving by type of recipient organization, , , and (in current dollars) 12 SOURCE: Giving USA Foundation GIVING USA 2016

13 13 Order your Giving USA 2016 products Use code Napa15 to save 15%

14 Panel Moderator 14 Stacy Palmer Editor, The Chronicle of Philanthropy

15 Panelists 15 Amir Pasic Dean and Professor of Philanthropic Studies, Indiana University Lilly Family School of Philanthropy Amy Wolfe AFP National Board and President & CEO of AgSafe Mari Ellen Reynolds Loijens Chief Business, Development and Brand Officer of Silicon Valley Josh Birkholz Chair of the Giving USA Advisory Council on Methodology and Principal at Bentz Whaley Flessner

16 1616 Key economic indicators which help drive giving: personal consumption, disposable personal income, GDP, corporate pre-tax profits and S&P 500.

17 1717 Corporate sponsorships grew in 2015; the increase is expected to continue through 2016.

18 1818 Total assets held by the three largest commercial donor-advised funds exceeded those held by community foundations in The gap widened in 2015.

19 1919 Between 50% and 60% of donors only give once to an organization. Overall donor retention remained at 46% between 2014 and 2015.

20 2020 Each year about 5% of estates leave a charitable bequest.

21 2121 In 2014, 84% of millennial employees made a charitable donation and 70% volunteered.

22 2222 Bill and Melinda Gates donated $272 million to the endowment of the Bill & Melinda Gates Foundation in 2015.

23 2323 Eight gifts of $100 million or more were made to educational institutions last year. Northwestern University received three gifts of $100 million. (CFAE)

24 2424 Gifts of over $100 million totaled $3.3 billion last year, less than 1% of all giving.

25 2525 A family contributed a personal art collection to Stanford University last year. The collection had an estimated value of $600 million. The University announced it would construct a facility to house the art.

26 2626 Two-year growth in giving equaled 12.2%, the first double-digit two-year growth since 2005 (15.4%).

27 2727 Growth in giving over the past five years averaged 3.6%, outpacing the growth in GDP (2%).

28 2828 All four sources of giving increased last year, and eight of nine recipient types experienced increases as well.

29 2929 The Great Recession ended in Since that time giving has increased 23%. Giving has recovered from the Great Recession at an annual rate of 3.6%, which outpaces the average recovery of 3.4% (data since 1980).

30 3030 Nepal was struck by an earthquake on April 25, The disaster killed 8,000 people. The United Nations estimates that donors worldwide gave $475 million to support relief efforts. The Lilly Family School of Philanthropy estimates Americans gave almost $164 million.

31 3131 Mega Gifts, defined by Giving USA research as gifts of $300 million or more, accounted for $2.85 billion from living individuals and another $1.66 billion in bequests. 85% of Mega Gifts are estimated to have come from the technology industry. Pierre and Pam Omidyar (ebay) gave over $327 million last year.

32 3232 Between 2009 and 2014, the number of publiclyannounced gifts of $1 million and up declined by 31%, but the total value of those gifts rose by 20%. The average gift rose from $8.13 million to $14.06 million. (Million Dollar List, published by the Lilly Family School of Philanthropy)

33 33 It is estimated that colleges and universities received 39% of the largest gifts in the U.S. Foundations received 37%, while Human Services received 3.5%. (The Chronicle of Philanthropy s Philanthropy 50 List) 33

34 34 The Giving Pledge is an initiative started by Bill Gates and Warren Buffet, in which participants promise to give away more than half their fortunes during their lifetime or after death. There are now 143 known members. Giving USA estimates the 118 Giving Pledge households in the U.S. hold a total net worth of $483 billion. 34

35 35 David Rockefeller is the oldest member of the Giving Pledge at 100 years old. Cari Tuna is the youngest at the age of

36 36 Giving USA cited four separate gifts of art collections or rare books in 2015 that were each valued at over $200 million. It is speculated these gifts are motivated, in part, by a spike in the value of rare art and manuscripts and the tax advantages of giving these collections away. Art and manuscripts are taxed at a higher rate than other long-term capital gains. 36

37 37 Giving USA develops an estimate for giving by individuals who itemize and a separate model for those who do not itemize on their taxes. The result is a nationallyrepresentative picture of charitable giving by all households in the U.S. Macro estimates of giving are mostly impacted by changes in income and held assets, patterns of giving as tracked on tax returns, and changes in attitudes toward financial security. 37

38 3838 The Lilly Family School of Philanthropy uses the Philanthropy Panel Study (PPS) in its work to estimate charitable giving. The study includes responses of more than 9,000 American households on their charitable giving behaviors.

39 3939 Bank of America Studies of High Net Worth Individuals (Lilly Family School of Philanthropy) defines high net worth households as earning more than $200,000 and/or having a net worth of over $1 million (not including primary residence). According to the Census Bureau, there were 7 million households with incomes higher than $200,000. Lilly Family School of Philanthropy estimates 50% of giving comes from these households.

40 4040 Association of Fundraising Professionals 2016 Fundraising Effectiveness Survey estimated donor retention in 2015 (of 2014 donors) at 46%, and that 37% of philanthropic revenue gain was due to upgraded donors. For every 100 new donors, the survey estimates 96 previous donors were lost.

41 4141 Foundation Center s 2015 Foundation Giving Forecast Survey reported 67% of Community Foundation s in the survey increased their giving. Increases are due to higher valuation of existing assets and new gifts to the community foundations. It is believed larger community foundations are growing faster than small community foundations. Chicago Community Trust announced in December of 2015 it had raised $1.5 billion in a multi-year campaign.

42 42 Your Turn!

43 43 Order your Giving USA 2016 products Use code Napa15 to save 15%

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