Philanthropy Trends 2012-13

What Trends are You Experiencing, Noticing?

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• Up from No. 5 in 2010

• No. 1 in 2011 (latest info available)

– Score of 60 (not sure out of 100? Or out of 60)

– Ireland 59, Australia 58, NZ 57, UK 57

Americans are Most Generous Globally* *Charities Aid Foundation

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$298.42 Billion* *Giving USA 2012 for 2011

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73%

5%

7%

7% 8% Individuals

Corporations

Foundations

FamilyFoundations

Bequests

We Lost Non-Profits* *Giving USA 2012 for 2011

• There were 1.28 million non-for-profits in 2010

• 1.08 million in 2011

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Big Ideas More Important than Ever

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Women, Next Gen, People of Color

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Social Media Study* *Sage Nonprofit 2012

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84%

Of organizations surveyed

are using social media

73%

Say social media

Is Very or Somewhat

Important to the mission

46% Social Fundraising

Platform

Fundraising and Social Media* *Sage Nonprofit Social Media Study 2012

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• Respect

• Commitment

• Honesty and Integrity

• Customer Service

• Positive Mindset and Workplace

• Listen

IFM Values Statement

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• “It’s Not About Me. It’s About Our Company Values.” Cathy Choi, CEO Bulbrite

• Integrity

• Team spirit

• Excellence

• Innovation

• Relationship-building

• Educating ourselves and others

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Values Alignment and Engagement

Values

• Corporations are aligning their giving with organization that values are clear and aligned

Engagement

• Innovation

• Employees – want their employees involved

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Board and Volunteers as Force Multipliers

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Role of the Board* *Chronicle of Philanthropy

Understands Data Enough

70%

57%

62%

52%

Help

make

decisions

Explain

revenue

model

Explain

expenses

Represent

with

others

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Personal Capital

Human

Intellectual

Network

Resources

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Ernie Ludy,

Founder, Medstat

Must Have Very Important

Important

100% 40% to 75% One to two

Expertise Not the Driver

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Giving Capacity and Inclination

Top philanthropies

Decision makers

Interests

Engagement preferences

Stewardship preferences

Motivation, Values

Philanthropic Profile

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Corporate Giving July 2012* *Committee Encouraging Corporate Philanthropy and the Conference Board

• Narrowing focus, number of recipients

• Education main beneficiary of trend

• Health and social services next

– 80% of companies gave 20%

• Close alignment with business

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Foundation Giving 2011-12* *Foundation Center

• Health and education continue to lead the way

• Community foundations increase assets and giving

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Collaboration Continues to Trend

• Working with other institutions and/or charities

• Foundations and corporations like this; but is it worth it, is it working?

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BIG Data Rules

• Well, it should

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Achieving a Culture of Philanthropy, Stewardship & Engagement

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“Culture Eats Strategy” *Peter Drucker

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High Impact Harder to achieve

High Impact Easy to achieve

Lower Impact Harder to achieve

Lower Impact Easy to achieve

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