L AKE I NSTITUTE ON F AITH & G IVING V ALUES AND G IVING P REPARING FOR THE F UTURE OF P HILANTHROPY IPA/ G IFT S TATEWIDE C ONFERENCE P RESENTED BY D AVID P. K ING 1
WHAT DO WE KNOW: LANDSCAPE OF RELIGIOUS GIVING Giving up 7.1% 5.4% adjusted for inflation Total estimated 2014 giving ($358.38 billion) in the United States increased 7.1 percent over the revised 2013 estimate of $334.50 billion. Individual giving up 5.7% 4% adjusted for inflation Giving by individuals rose an estimated 5.7 percent in 2014 to $258.51 billion. When looking at giving by source, individual giving makes up 72% of the total. Religious giving up 2.5% 0.9% adjusted for inflation Giving to religion increased between 2013 and 2014, with an estimated $114.90 billion in contributions. 2
GIVING USA : Religion the Beneficiary of Donor Generosity 2014 Contributions: $358.38 billion by type of recipient organization (in billions of dollars – all figures are rounded) 3
WHAT DO WE KNOW? Are people still giving to religious institutions? 4
GIVING TO RELIGION DECLINING as a Share of Total Giving Giving by type of recipient as a percentage of the total in five-year spans, 1975-2014* (adjusted for inflation, 2014 = $100, does not include “unallocated”) * Giving to foundations began to be tracked in 1978, and giving to environment/animals and international affairs began to be tracked in 1987. Giving USA uses CPI to adjust for inflation 5
RELIGIOUS GIVING FACING INCREASED COMPETITION REGISTERED 501(C)(3) PUBLIC CHARITIES, RELIGION RELATED # of Registered Orgs # of Orgs Filing Form 990 250,000 166,159 176,727 183,416 189,277 199,446 208,160 217,257 226,801 200,000 141,346 149,907 150,000 122,491 126,763 103,458 110,635 90,537 100,000 86,062 41,852 50,000 34,627 33,384 23,851 21,690 22,236 22,206 19,614 16,795 17,290 15,544 14,875 13,692 12,379 12,794 8,510 0 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Percent increase of registered nonprofits from 1995 to 2010 All registered public charities 78% Churches 92% Parachurch agencies 190% 6
RELIGIOUS AFFILIATION : An Era of Constant Change 7 Pew Research. America’s Changing Religious Landscape. May 2015
RELIGIOUS AFFILIATION : An Era of Constant Change 8 Pew Research. America’s Changing Religious Landscape. May 2015
CHARITABLE GIVING : The Donors’ View The majority (73%) of Americans’ charitable giving goes to organizations with religious ties DISTRIBUTION OF GIVING TO CONGREGATIONS, RIOS, AND NRIOS NRIOs 27% Congregations/ parishes 41% RIOs 32% 9
RELIGIOSITY AS PREDICTOR OF GIVING People of Faith are Generous Givers 10 Note: N=29,233. SOURCE: SCCBS
RELIGIOSITY AS PREDICTOR OF GIVING People of Faith are Generous Givers How do we measure religiosity People of faith: o Give more often o Give larger amounts o Volunteer more o Give more to religious and secular causes 11
What is RELIGIOUS Giving? Is it GIVING to GIVING motivated by specific religious OR religious values ? groups?
REVERSING THE PARADIGM What Motivates Giving? 55% of Americans say their Giving is Motivated by RELIGIOUS COMMITMENT! 13
REVERSING THE PARADIGM Donor’s Strategies Most Donors Have No Giving Strategy They simply muddle through! They follow their own rules of thumb! Their cultural values pre-designate their giving. 14
REVERSING THE PARADIGM High Net Worth Donors High Net Worth Donors reporting strategic approaches to giving in 2013 Donors were asked, “In 2013, did you….” Have a strategy for your giving? 72.5% Have a budget for your giving? 31.9% Have a written mission statement for your giving? 3.3% 15
REVERSING THE PARADIGM Engaging Donors Who are High Net Worth Donors Conversation Partners? Nonprofit Personnel 49.2% Financial or Wealth Advisor 45.5% Accountant 44.5% Attorney 28.8% 16
“Giving generously is a calling; it is how we turn our beliefs and values into a way of living.” Laura Arrillaga-Andreessen “The very process of figuring out what it is you are to be doing with your talents and your financial capacity is itself a spiritual activity.” Paul Schervish 17
REVERSING THE PARADIGM From Transactional to Transformative Giving 18
GENEROSITY AS LEADERSHIP The Taboo of Money Talk “Taboo… is associated with something so sacred that to touch it or even talk about it is to expose oneself to considerable danger…” Robert Wuthnow 19
NURTURING DISCERNMENT Engage donors in moral inquiry. Ask Questions: What do you want to pass on to or preserve for the next generation? How do you want to be remembered? Inquire as to the donor’s aspirations, their hopes for the future. Invite them to imagine: to imagine the difference they might make were they to fund their dreams. 20
NURTURING DISCERNMENT Questions 1. What’s important to you? 2. What do you and your family value? 3. How might you use your resources to birth hope and address the world’s deep needs? 4. To whom would you like to say “thank you” for the gift of your life? Charles W. Collier 21
NURTURING GENEROSITY “The wealthy are, in many cases, searching for a dimension beyond wealth. They are asking themselves penetrating questions about the purpose of wealth. How much is enough? Can I use my wealth to make a difference in society?” Charles W. Collier 22
Your philanthropic story 23
TOOL KIT The Philanthropic Autobiography 1. What is your earliest family memory of giving and volunteering? 2. What are some of the practices of giving that you remember from your childhood? Did religion or a church or synagogue play a part in your family life? 3. Who have been some of your philanthropic heroes and role models in life? 4. To what people and places do you feel a sense of gratitude? 5. What are the one or two life experiences that have shaped who you are today? 6. What is precious to you? What values do you want to pass on to your family and friends? 24
TOOL KIT Assessing Financial and Spiritual Capacity for Philanthropy The assessment of your financial capacity for charitable giving involves three steps: 1. Clarification as to present and future income, assets, expenditures & liabilities 25
TOOL KIT Assessing Financial and Spiritual Capacity for Philanthropy 2. Analysis of your charitable giving over last three years a) To whom did you give? b) Why did you give? c) How much did you give? d) What difference did your gift make? 26
TOOL KIT Assessing Financial and Spiritual Capacity for Philanthropy 3. Discernment of your giving potential for the next five years a) How much will I give based on my past history? b) How much could I give if I felt good about a cause? c) What systemic religious or social issues resonate with my passions and values? d) What relationships do I want to nurture and preserve in my giving? e) What new institutional relationships and social/religious programs do I wish to include in my giving in the future? f) How have I expressed my gratitude for my blessings to God and to others in the past? 27
THE PHILANTHROPIC PRISM The legacy my gift may produce 2 The logic The vehicle behind my 1 3 to be used in giving my giving The time The identity frame of 5 4 & style of my giving my giving 28 Peter Frumkin, p. 139 “Strategic Giving,” Chicago, 2006.
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CONNECT! L AKE I NSTITUTE ON F AITH & G IVING @L AKE I NSTITUTE C ONTACT US : LFI@IUPUI.EDU ~ 317-278-8998 30
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