“The Big Picture: Giving USA and data about household giving” Melissa S. Brown July 26, 2017 Midland, Texas Prepared for

Giving USA 2017 The Annual Report on Philanthropy for the Year 2016 Researched and written by

Giving USA is funded in part by

What IS Giving USA?

Charitable Giving in 2016

2.7% increase to $390 billion Giving USA 2017, Giving USA Foundation

40 – Year Trends Giving USA 2017, Giving USA Foundation X marks post-recession return to/above 2007.

Two 20 – Year Trends 3.3% annual rate, volatile 2.1% annual rate, very steady Giving USA 2017/CAGR and trend-lines, MSBrown LLC

As % of Gross Domestic Product Giving USA 2017

Where it all goes Giving USA 2017 with adjustment for DAFS by MSBrown LLC

Religion Removed Data: Giving USA 2017 with adjustments by MSBrown LLC

25 – Year Trend in Allocation of Where Gifts Go Data: Giving USA / Graph by MSBrown LLC

The Top Five Since 2002 Religion is still the largest recipient 40% of households give about 2% of their income to religion annually Foundations are the “savings account” for the sector Two sub-sectors that also charge fees are also in the top five (Education and Health) Human services has more orgs than any other type. “Make it up on volume”

Registered NPOs per 100,000 population * This figure removed 200,000 from total to reflect a list cleaning at the IRS that began in 2008 and was complete in 2011.

What do individuals give?

Ordered by the % of HHs that give to each < 10% 10% - 20% 20% - 30% Religion: around 40-45% give to it (COPPS/PPS, 2000, 2002, 2004, 2006,….2014) 38% in 2014 Average gift approaches $2K per DONOR household Public-society benefit is not quite exactly aligned with PPS “Combo” but close Human services is not exactly aligned with PPS “help people with basic needs” Add Basic needs + youth --------- Education Health --------------- Arts International Environment Foundations (not in PPS – in HNW, as % might be __% of ttl donor population) Data: Giving USA / Philanthropy Panel Study : Graphic by MSBrown LLC

Financial Drivers of Individual Giving Income Wealth/Assets Giving USA 2017

Giving is After Necessary Expenditures – Avg $41,000/HH/year Source: 2015 Data Highlights, Panel Study of Income Dynamics

1995: 5% had income > $125,000 Source: 2015 Data Highlights, Panel Study of Income Dynamics

Older Households Give More Data: Philanthropy Panel Study/Graphic: MSBrown LLC

And they give a larger share of the total, too Data: Philanthropy Panel Study & U.S. Census, Annual Social & Economic Supplement, Nov. 2015. Graphic: MSBrown LLC

But it isn’t necessarily age-related By Income, Share of Households Giving To Data: Philanthropy Panel Study . MSBrown LLC

Three Ways to Increase Giving Engage more people and ask them to give Ask current donors to give more Both

Only We Can Increase Giving Strong case for support – Impact and emotion Engage and involve 1st – Earn the right to ask Consider how giving “fits” into the rest of life, not an add-on Family engagement Planning for taxes, legacies Monthly giving and….

Resources Giving USA 2017 Philanthropy Panel Study www.givingusa.org YUNKER discount code Philanthropy Panel Study Philanthropy.iupui.edu

Contact Melissa S. Brown msbrownllc@att.net