Not For Profit Environment Scan. Not for Profits and The Issues They Will Face In Coming Years

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Not For Profit Environment Scan Not for Profits and The Issues They Will Face In Coming Years

What Canada s Not for Profit Sector Looks Like: 2nd largest in the world, following the Netherlands, with an estimated 161,000 nonprofits and charities operating in Canada. 54% of these are run entirely by volunteers; 2 million employees representing 11.1% of the economically active population;

What Canada s Not for Profit Sector Looks Like: 22.2 million donors and 11.8 million volunteers contributing 2 billion hours of volunteer time; Represents $112 billion of the GDP. Excluding hospitals, universities and colleges, represents $79.1 billion or 7.8% of the GDP. The top 1% of organizations command 60% of all revenues;

What Canada s Not for Profit Sector Looks Like: In 2008, the Canada Revenue Agency newly registered 1434 charities. 2008 statistics

In recent years The last two years have been very difficult for the Not For Profit Sector In spite of that Organizations continue to be determined to carry out their mission There is a extremely high level of optimism within Not For Profits leaders for the future There is a strong NFP foundation to build on

25 20 21 Percentage of Non-Profit Sector by Activity Type 19 Sports and Recreation Religious Organizations Social Services Grantmaking, Fundraising and Voluntarism Promotion Arts and Culture Development and Housing 15 Business or Professional Associations/Unions Education and Research 10 12 10 9 8 Health Environment 5 0 5 5 3 3 % of Sector 2 0.8 0.6 2 Law, Advocacy and Politics Hospitals, Universities and Colleges International Other

Who works for the Not-for-Profit Sector 74% of employees in the nonprofit sector are women, more than in both government and the for-profit sectors. 39% of employees are over the age of 45, younger than government but older than forprofit organizations. 15% of employees are immigrants similar to government numbers, but lower than forprofit organizations.

These Are Challenging Times Even though organizations appear determined to fulfill their mission almost half, 52% admit problems trying to do that and are experiencing increased demand for products or services Almost 33% expect difficulty covering expenses in 2010 25% have indicated that their existence is at risk

Charitable Donors: The New Profile Does when you were born make a giving difference? Great: Born before 1929 Silent: Born 1929-1945 Boomer: Born 1946-1963 X: Born 1964-1981 Millennial: Born after 1981 Younger generations are less likely to give than older generations. Motivation for giving do vary by income, race, education and religious attendance, regardless of generation.

Does When You Were Born Make A Giving Difference? Millennial donors are most likely to donate because they want to make the world a better place. Religious charitable giving has steadily declined from generation to generation, from a high of 72% in the Great generation to a low of 41.5% with Millennial aged donors.

60 Top 5 Motivations for Giving, by Generation 50 40 30 20 10 0 Provide for the Basic Needs of Poor Make the Community a Better Place Give the Poor a Way to Help Themselves Make the World a Better Place Have a Responsibility to Help those in Need Overall Great Silent Boomers X Millennial

Participation Rates in Giving by Generation 100 90 80 70 60 50 40 30 20 10 0 Religious Secular Total Great Silent Boomers Generation X Millennial The Center on Philanthropy at Indiana University: Generational Differences in Charitable Giving and in Motivations for Giving, May 2008.

Charitable Giving in Canada DOES WHERE YOU LIVE MAKE A GIVING DIFFERENCE? In 2006, 24% of Canadian tax filers made a charitable donation. Of these people, they were on average 52 years old. The median donation was $250 and the median income was $47,400 per year. 100% 80% 60% 40% 20% 0% NL PE NS NB QC ON MB SK AB BC YT NW NU # of Taxfilers # of Donations

Volunteers NFP Life Blood 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 65 years + 65 years + 65 years + 55-64 years 55-64 years 55-64 years 45-54 years 45-54 years 45-54 years 35-44 years 35-44 years 35-44 years 25-34 years 25-34 years 25-34 years 15-24 years 15-24 years 15-24 years Both sexes Men Women

Weathering The Storm Residual affects from past two years how are we doing? 2/3 of organizations reported a decrease in donations Same percentage reported a decrease in expenditures however cuts in spending were 1.6% compared to 17.5% in revenues This represents a disproportionate difference that needs to be addressed quickly

Weathering The Storm con t Corporate giving dropped 10.7% in 2009 1/5 of organizations receiving government funding reported a decrease in funding 1/5 of N.F.P. s reported decreases in sale of goods and services and membership fees 29% of organizations reported only have enough cash on hand to function for 2 months

Weathering The Storm con t 2/5 th admitted to dipping into reserves ¼ were faced with reducing services ¼ reduced their paid staff complement and/or hours paid staff work 83% reported that they have increased their reliance on volunteers but can t sustain that

What is immediate impact? We were curious to see what changes have been made for 2010 and 2011 within not for profits 32 highly successful UW s were polled regarding changes and strategies in four categories : Strategies, Fundraising, Human Resources and Volunteers

New strategies What type of new strategy were UW s implementing in 2010/11? 18% said no new strategy was being developed 82% reported changes to resource development What do those new strategies look like? Leadership Leads (8) Research to get qualified prospects (6) Target top employers (5) Experienced volunteers dedicated to Bus. Dev. (4)

New Strategic Direction Partner with others to make dollars go further Focus on major Gifts Viral Marketing to drive users to want to make a difference Leadership presentations New sector development- Specific approaches tied to bonuses in Finance Sector

New Strategies Raising Funds Social Media / Networking 26% Major Gifts / Leadership giving 22% On-line giving 17% Other strategies CEO calls Market feasibility to inform strategies Social media/networking Sponsorship and in-kind Asking for $1/day

Do you think it will be harder, easier or the same to raise funds this year? It may be harder because the downturn has taken hold and created a negativity in the marketplace that is difficult to overcome. However, early and enthusiastic engagement is key to our success and we have had a great start. MUCH MUCH HARDER NO QUESTION. While challenging, we hope to stay positive and be relatively optimistic that the campaign will succeed.

Human Resources Changes No change 42% Downsizing 23% Increased Staffing in Major Gifts 35%

Strategies Around Volunteer Recruitment 47% reported the same success 22% said it would be harder to recruit 28% reported that they felt it would be easier 3% were unsure

Is there light at the end? Yes Many agencies under high stress believe that there are still some bad times to come Others (49%) are more optimistic believing that their year-end budgets will balance and 21% have forecast a slight surplus 25% believe that their ability to fulfill their mission will be stronger in three to four months increases to 40% when we project out 12 months There appears to be good confidence in the future

Environmental Scan Conclusions Economic downturn has played havoc with N.F.P. s 50% plus reported that the poor economy presented them with significant challenges 25% report that their existence is at risk Financial and human resources across the board are under great pressure Many charities have reported that their available cash has decreased

Environmental Scan Conclusion All charities have responded to the best of their ability to the downturn A good percentage have tried to maintain their service levels in services and programs Despite the setbacks in the past two years charities have been feeling remarkably confident about their future and that s a very good thing

Acknowledgements Thanks to the United Way of Canada and Imagine Canada for the content of this presentation