Giving USA 2014: The State of Philanthropy Presented by Don - - PowerPoint PPT Presentation

Giving USA 2014: The State of Philanthropy

Presented by Don Zeilstra, DM Vice President

Giv ivin ing U USA 2014 The Annual Report on Philanthropy for the Year 2013

Unless otherwise stated, all data and information contained in this presentation is sourced from: Giving USA: The Annual Report on Philanthropy for the year 2013 (2014). Chicago: Giving USA Foundation.

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Researched and written by

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What is Giving USA?

• The 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 1956 by the American Association of

Fundraising Counsel, now The Giving Institute

• Made possible by contributions from The Giving

Institute™ members firms, foundations, and other donors

• Researched and written by the Indiana University

Lilly Family School of Philanthropy

Agenda

• Overview of factors affecting giving
• Giving by source
• Q&A
• Giving by recipient type
• Trends in volunteering and number of
• rganizations
• Q&A

Overview of factors affecting total giving in 2013

• GDP

– Increased 2.0 percent in inflation-adjusted dollars from calendar year 2012 to calendar year 2013.

• S&P 500

– Increased 27.8 percent in inflation-adjusted dollars between 2012 and 2013 (compared with 11.1 percent in 2012)

• Inflation

– Increased 1.5 percent in 2013, compared with +2.1% in 2012 and +3.2% in 2011

Overview of factors affecting individual giving in 2013

• Personal income

– Grew 2.9 percent in current dollars

• Personal disposable income

– Increased 1.9 percent in current dollars

• Unemployment rate

– Fell 0.7 percent between 2012 and 2013

• Personal consumption expenditures

– Increased 3.2 percent in current dollars

• Consumer confidence

– In December 2013, the Conference Board’s measure

• f consumer confidence rose to 78.1.

Overview of factors affecting corporate giving in 2013

• Corporate pre-tax profits

– Increased 3.4 percent in current dollars. This is compared with an increase of 18.5 percent in 2012, an increase of 0.7 percent in 2011, and an increase of 25.0 percent in 2010.

• S&P 500

– Increased 27.8 percent in inflation-adjusted dollars. This is compared with an increase of 11.1 percent in inflation-adjusted dollars from 2011 to 2012 and a decrease of 3.1 percent from 2010 to 2011.

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2013 Source of Contributions

Total = $335.17 Billion

Individuals $240.60 Foundations $48.96 Bequests $27.73 Corporations $17.88

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2013 Recipients of Contributions

Total = $335.17 Billion

Religion $105.53 Education $52.07 Human Services $41.51 Gifts to Foundations $35.74 Health $31.86 Public-Society Benefit $23.89 Arts, Culture and Humanities $16.66 International Affairs $14.93 Environment/Animals $9.72 Gifts to Individuals $3.70 (1%)

Other Research

• Blackbaud Index of Charitable Giving

– Survey based on an estimate of 3-4,000 of their nonprofit clients. – Reported a 4.2% increase in total charitable giving. – Consistent with Giving USA estimate of 4.4% increase.

• Atlas of Giving

– Reported a total giving increase in 2013 of 13.2%. – Much higher than Giving USA estimate. – Methodology and sources aren’t known so its hard to evaluate this.

International Perspective

• World Giving Index 2013 of the Charities Aid

Foundation (UK)

– Survey involving more than 130 countries – Index score based on 3 giving behaviors: donating money, volunteering time, helping a stranger – USA ranked #1 overall

• Ranked 1st in helping a stranger
• Ranked 3rd in volunteering
• Ranked 13th in donating money behind Myanmar, UK, Malta,

Ireland, Thailand, Netherlands, Canada, Australia, New Zealand, Hong Kong, Iceland, Indonesia

Conclusions

• Overall story of Charitable Giving in the US is

moderately positive

• Increases in 3 of 4 types of sources, except

corporations

• But charities still feeling significant challenges:

– Non-philanthropic sources of revenue, such as public funding and contracts, continue to be uncertain – Charitable giving has not and can not replace these losses – This is especially true for human services

• rganizations and those that rely on small sum donors

Download the Giving USA 2014 free report Highlights and purchase other Giving USA 2014 products at www.givingUSAreports.org/2014 Use 30% discount code GI2014

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