Giving USA and the AFG Benchmarking Survey: What You Need to Know Association Foundation Group Chicago Conference October 17, 2019 1
About CCS and Your Presenters Leading fundraising Worked in 5,000 cities consulting and around the world management firm Lindsey C y Copple Clients are among the Corporate Vice President most recognizable brands Varied and flexible in philanthropy client engagements internationally New York – Chicago San Francisco – Los Angeles Largest and most Baltimore – Washington DC experienced permanent St. Louis – Dallas – Seattle staff Boston – Philadelphia Toronto – London – Dublin Meghan an D Davison Corporate Vice President 2
A Selection of Our Work with Associations and Association Foundations 3
Today’s Discussion How can we Overview of use this the information to philanthropic inform landscape fundraising strategies? 4
Main Data Sources for Our Discussion 2019 Giving USA Report 2019 AFG Benchmarking Report 5
Giving USA The longest-running annual report on U.S. • charitable giving Estimates for • Sources of giving – Amount received by type of organization – Researched and written by the Indiana • University Lilly Family School of Philanthropy Published by Giving USA Foundation • Made possible by contributions from The • Giving Institute member firms, foundations, and other donors 2019 report estimates 2018 giving • 6
AFG Benchmarking Report Provides valuable information on board • structure, fundraising tactics, foundation relationships, and donor trends Undertaken in 2009, 2012, 2014, 2018 and • 2019 Conducted by Association Foundation Group in • partnership with CCS 2019 survey distributed in February 2019 to • 250+ individuals 35% response rate – 85 organizations participated – 7
The Philanthropic Landscape at a Glance 8
In 2018, Americans gave an estimated $427.71 Billion Estimated Giving Giving Has Declined Today’s Climate Adjusted for inflation, Total estimated Both ec economic ic total giving has declined conditions and the pol olicy icy charitable giving rose 13 tim imes sin s since 1978, 0.7% 0. 7% between 2017 and environmen ment influenced 2018 in current dollars including this year. giving. and declined 1. 1.7% 7% when adjusted for inflation. Source: Giving USA (2019) 9
2018 U.S. Contributions by Recipient $124. $124.52B 52B (29%) $31.21B $31. 21B (7%) Religion Public-Society Benefit $58. $58.72B 72B (14%) $19. $19.49B 49B (5%) Education Arts, Culture, & Humanities $51. $51.54B 54B (12%) $22.88B $22. 88B (5%) Human & Social Services International Affairs $50.29B $50. 29B (12%) $12. $12.70B 70B (3%) Foundations Environmental & Animal Welfare $40.78B $40. 78B (10%) $9. 9.06B 06B (2%) Health Individuals Source: Giving USA (2019) 10
Contributions by Source AFG Benchmarking Survey Giving USA 5% 7% 9% 18% 8% 47% 7% 37% 68% 8% 9% Bequest Individual Bequest Individual Foundation Corporate Foundation Corporate Sources: AFG Benchmarking Report (2019); Giving USA (2019) 11
Association Total Gifts and Pledges Raised, by Source $12,000,000 $10,000,000 $8,000,000 $6,000,000 $4,000,000 $2,000,000 $0 Individuals Foundations Corporations Trusts & Estates Engineering/Scientific Medical Society Professional Trade Sources: AFG Benchmarking Report (2019) 12
Spotlight on Corporate Giving Increased overall in 2018 High potential for volatility Dependent on company profit and economic environment There can be a lag time between profitability and charitable giving Source: Giving USA (2019) 13
Spotlight on Individual Giving 56% % of the general U.S. population gives Aver erage o e of $2, $2,514 514 gi given a annually 90% of wealthy households give Average o e of $29,269 g given en annually Sources: IUPUI Lilly Family School of Philanthropy, Overview of Overall Giving (2017); Bank of America, U.S. Trust Study of High Net Worth Philanthropy (2018) 14
Spotlight on Individual Giving Prior to making contributions, donors consider the following factors… % % of Do Dono nors Who R Resea search To Topic Before Gi e Givi ving Overall Efficiency 70% Philanthropic Impact 59% General Reputation 54% Operating Costs 53% Mission and Services 53% Executive Salaries 43% Funding Sources 31% Source: Blackbaud, The Next Generation of American Giving (2018) 15
Programs Funded 79% 70% 64% Education Research Scholarships Source: AFG Benchmarking Report (2019) 16
Programs Funded, by Type 67 59 55 54 50 46 33 29 12 9 8 4 Research Education and Advocacy Scholarships Other Aggregate Assocation Foundation Association/Parent Organization Note: Items mentioned in ‘Other’ include Workforce Development; Financial Aid for Fellowship Programs; Direct Service; Public Awareness; Career Achievement Awards; and more. Source: AFG Benchmarking Report (2019) 17
Programs Funded, by Category 28 24 24 19 18 18 14 14 11 11 9 8 5 5 3 2 Research Education and Advocacy Scholarships Other Engineering/Scientific Medical Society Professional Trade Note: Items mentioned in ‘Other’ include Workforce Development; Financial Aid for Fellowship Programs; Direct Service; Public Awareness; Career Achievement Awards; and more Source: AFG Benchmarking Report (2019) 18
Association/Parent Organization-Foundation Relationship Over 95% of respondents said that the Foundation is able to promote its mission at Association/Parent Organization major conferences and meetings. The top five ways they do this are: 78% 77% 72% 72% 40% Foundation Materials Donor Ribbons on Name Booth or table Hosts Events Recognition at Opening Available Badges Session Source: AFG Benchmarking Report (2019) 19
Total Gifts and Pledges Raised (Comparative Dollars, by Category) $7,000,000 $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 $0 Engineering / Scientific Medical Society Professional Trade Major Gifts ($5,000+) Bequest and Planned Gifts Direct Mail Dues Check-off Special Events Online Giving Source: AFG Benchmarking Report (2019) 20
Spotlight: Membership Giving 21
Membership Giving Rates (Aggregate) 13, 20% 13, 20% 8% 8% Average Mem ember ership 8, 13% Giving Ra Gi Rate 15, 23% Note: Of the 85 responses, 65 answered this question. 8, 12% 8, 12% Below 2% 2-4% 5-6% 7-9% 10-14% 15%+ Source: AFG Benchmarking Report (2019) 22
Membership Giving Rates (Comparative) 2 6 No Response 6 3 0 3 15%+ 4 6 0 6 10 - 14% 7 2 2 3 7 - 9% 2 1 1 2 5 - 6% 3 2 1 1 2 - 4% 4 2 0 5 Below 2% 5 3 Engineering/Scientific Medical Society Professional Trade Source: AFG Benchmarking Report (2019) 23
Membership Giving Rates (Average) 10% 8% 8% 6% Engineering/Scientific Medical Society Professional Trade Source: AFG Benchmarking Report (2019) 24
Membership Dues Dues Check-Off Specific Amount 6% 34% 43% 57% 59% Yes, that is all we use Yes No Yes, that is one part No Source: AFG Benchmarking Report (2019) 25
Times Per Year Foundation Solicits for Annual Support 3.83 3.25 3.08 3.03 1.67 Aggregate Engineering/Scientific Medical Society Professional Trade Source: AFG Benchmarking Report (2019) 26
Spotlight: Board Giving 27
Association Boards Active in Fundraising 2% Yes No 47% 51% Does Not Apply Source: AFG Benchmarking Report (2019) 28
National Statistics % Boards A % s Activel ely % Engagi ging B g Board in Participating i g in F Fundraising g Organ aniz ization ion T Typ ype Fundr draising ng vs. Relyi ying M Mostly o y on CEO/ O/Staf aff Charity 95% 42% Foundation 58% 36% Association 53% 31% Other 83% 35% All 86% 40% For comparison, 47% of organizations responding to the 2019 AFG Benchmarking Survey reported that their board is “active” in fundraising Source: Board Source, National Index of Board Practices (2017) 29
Association Board Giving 2014 2018 2019 12% 14% 22% 8% 8% 15% 45% 65% 65% 13% 17% 17% Strongly encouraged Minimum gift to No gift required Required but no but not required stay on board minimum Source: AFG Benchmarking Report (2019) 30
National Statistics % Requiri ring Bo Board Members t to Organ aniz ization ion T Typ ype Make P e Personal M Monetary Contri Co ribution t to the O Organization Charity 69% Foundation 36% Association 19% Other 51% All 59% For comparison, 27% of organizations responding to the 2019 AFG Benchmarking Survey reported that they require a gift to stay on the board Source: Board Source, National Index of Board Practices (2017) 31
Spotlight: Fundraising Infrastructure 32
Average Development Staff by Association Category 6.8 4.3 3.2 2.9 2.5 1.4 1.4 1.4 1.3 1 0.8 0.7 0.7 0.6 0.6 0.6 0.4 0.4 0.3 0.3 Support Staff Professional Support Staff Fundraising Staff Program Staff Total Staff Engineering/Scientific Medical Society Professional Trade Source: AFG Benchmarking Report (2019) 33
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