1. How You Can Improve Philanthropy & Improve the World Association of Veterinary Advancement Professionals Indianapolis, IN  July 2017
Bill Stanczykiewicz
Director, The Fund Raising School
Senior Lecturer, Philanthropic Studies
Indiana University Lilly Family School of Philanthropy

2. $92.8 Trillion Total Wealth in the U.S.
Total wealth reaching a record high of $92.8 trillion in the forth quarter of 2016, according to the Federal Reserve (March 2017)
Increasing home values bolstered the collective net worth of Americans and offset stock market dips at the beginning of 2016.
Since nearly 2/3 of Americans own homes, an increase in home prices has helped many middle-tier households.
The value of directly and indirectly held corporate equities increased $728 billion and the value of real estate rose $557 billion
Source: Federal Reserve, March 9, 2017

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

4. Trends in total giving, 19762016 (in billions of dollars)
Total charitable giving reached $ billion in 2016, increasing by $10.16 billion in current dollars from
The average year-to-year change in total giving between 1976 and 2016 was an increase of $8.96 billion (in current dollars), making the current-dollar change in total giving between 2015 and 2016 much larger than the 40-year average.
Because $ in 2016 was worth $98.80 in 2015, the rise in the total amount given between 2015 and 2016 in inflation-adjusted dollars was less than what it was in current dollars. Total giving increased $5.53 billion in inflation-adjusted dollars between 2015 and 2016.
The average year-to-year inflation-adjusted change in total giving between 1976 and 2016 was an increase of $6.39 billion, making the inflation-adjusted change in total giving between 2015 and 2016 lower than the average for the 40-year period.
Since 1977, total giving in current dollars grew the most in the 10-year period 1977–1986, at percent. The slowest 10-year period of growth for total current-dollar giving was , at 25.4 percent.
Since 1977, total giving in inflation-adjusted dollars grew the most in the 10-year period , at 45.2 percent. The slowest 10-year period of growth for total inflation-adjusted giving was 2007–2016, at 8.3 percent.

5. Total charitable giving graphed with the Standard & Poor's 500 Index, 19762016 (in billions of inflation-adjusted dollars, 2016 = $100)
Research has found a statistically significant correlation between changes in total giving and values on the Standard & Poor’s 500 Index (S&P 500). Because stock market values are an indicator of financial and economic security, households and corporations are more likely to give when the stock market is up.
The direction of change and the robustness of growth in total giving generally lags slightly behind the S&P 500. However, policy changes that affect giving can mediate the connection between giving and stock values.
The S&P 500 generally sees more dramatic changes from year to year than total giving. The inflation-adjusted range of change in the S&P 500 in the last 10-year period (2007 to 2016) was –40.7 percent to 27.7 percent.10 This is compared with inflation-adjusted total giving ranging from a change of –8.0 percent to 9.1 percent during this same period.
The S&P 500 grew 8.2 percent in inflation-adjusted dollars between 2015 and This is compared with an increase in inflation-adjusted total giving of 1.4 percent.

6. 2016 contributions: $390.05 billion by source (in billions of dollars – all figures are rounded)
Giving by individuals comprised 72 percent of total giving in
Giving by foundations—which includes grants made by independent, community, and operating foundations—amounted to 15 percent of all gifts made in
Giving by bequest accounted for 8 percent of all gifts made in 2016.
Giving by individuals, bequest, and family foundations amounted to an estimated 87 percent of total giving in
Giving by corporations comprised 5 percent of total giving in 2016.

7. 2016 contributions: $ billion by type of recipient organization (in billions of dollars – all figures are rounded)
Religious organizations received the largest share of charitable dollars in 2016, at 32 percent of the total.4
The education subsector received the second-largest share of charitable dollars in 2016, at 15 percent of the total.
Human services organizations received 12 percent of total charitable dollars in 2016, ranking third of total gifts received.
Gifts to independent, community, and operating grantmaking foundations amounted to the fourth-largest share of charitable dollars in 2016, with 10 percent of the total.
The health subsector received the fifth-largest share of charitable dollars in 2016, at 8 percent of the total.
Public-society benefit organizations received 8 percent of total charitable dollars in 2016, ranking sixth of total gifts received.
Gifts to the international affairs subsector amounted to the seventh-largest share of charitable dollars in 2016, with 8 percent of the total.
The arts, culture, and humanities subsector received the eighth-largest portion of charitable dollars in 2016, at 5 percent of the total.
Environment/animals organizations received 3 percent of total charitable dollars in 2016, ranking ninth of total gifts received.
Gifts made directly to individuals amounted to 2 percent of total charitable dollars in 2016.

8. GIVING USA: Education Subsector
$59.77 billion (Higher education = $41 billion)
Record amount, even after adjusting for inflation
2.3% higher than in 2015
15% of total charitable giving (2nd only to religion)
Five-year growth rate = 6.9% (higher than average = 5.6%)
Sources: Individuals = 42.5%
Foundations = 30.4%
Corporations = 16.1%
(Overall total is down)
(Overall total is up)

9. GIVING USA: Animals/Environment Subsector
$11.05 billion
Record amount, even after adjusting for inflation
7% higher than in 2015 / largest gain of 9 subsectors
3% of total charitable giving
Two-year growth rate = 13.5%
Five-year growth rate = 6.4% (higher than average = 5.6%)
Online charitable giving increased 10.2%

10. Philanthropy is: “Voluntary action for the public good” (Payton, 1988)
(WORK THROUGH THE DEFINITION AND COMPARE WITH BUSINESS AND GOVERNMENT SECTORS)
Philanthropy is older than democracy (government), capitalism (business), and Christianity (religion)
Philanthropy likely goes back to the start of human existence

11. Fundraising “The gentle art of teaching (others) the joy of giving.”
“To give away money is an easy matter and in any man’s power. But to decide to whom to give it, and how large and when, and for what purpose, and how, is neither in every man’s power nor an easy matter.”
- Aristotle

12. VISION Course opening begins at 8:30am Welcome from Instructor
Housekeeping details –
Review/update master roster
Lunch orders / options
Opening Night Dinner – sign up
Parking passes

13. “Establishing a clear vision…”
ROLES OF THE NONPROFIT LEADER
SOURCES: Nanus & Dobbs, 1999
Anheier, 2014

14. “The future belongs to those who see possibilities before they become obvious.” – John Sculley
You see what others do not see
Identify the vision; and then communicate the vision (Fundraising: make the case)
Carmen: wildest dreams
SCI: Crime alley becomes community garden
Omega Centauri
Hubble Telescope
NASA

15. “What happened is quite simple and profound – they were out-thought
“What happened is quite simple and profound – they were out-thought. While they stumbled, others thrived. They are victims of only one thing – their own thought patterns.”
“Intelligent, highly trained, experienced people lose their insight into new possibilities because of their high level of involvement.”
SOURCE: Wells, 2011

16. Ask Major Questions LINEAR gather data drill down for more information
follow the pathway from one step to the next
finding answers in a unidirectional manner
EXPANSIVE
gather data
include experience and intuition
unstructured and creative
finding answers in a multidirectional manner
SOURCE: Olson & Simerson, 2015

17. What Is the Best Way to…
Design a vase?
Enjoy flowers in your home?

18. “I hit a crazy shot that I saw in my head, and now I’m sitting
here talking to you guys with a green jacket on.”
- Bubba Watson, 2012
Video: Bubba Watson at the Masters

19. What is the difference between…
“Achieving your fundraising goals.”

20. Leaders Do Not Communicate, Leaders OVER-Communicate

21. = Buying In To The Vision
Team members will search for methods that are effective & efficient
1) Opportunities to contribute in meaningful ways +
2) Involve team members in decision-making process
Team members will recognize risks and realize costs of failure +
3) Act on input of team members = +
4) Excel; make mistakes; learn; share with colleagues
Team members endeavor for continuous improvement +
5) Leader serves and supports their efforts
Team members will solve problems & manage conflict +
6) Regular and consistent proof reinforces mutual trust +
All without needing continuous oversight
7) Leader is self-less, not self-centered
SOURCE: Olson & Simerson, 2015

22. Will Anyone Follow? “In-Group Leadership”
“For in this way they (leaders) are able to say, ‘let us do what we believe in’ rather than ‘you should do what I believe in.’”
SOURCE: Haslam, Reicher & Platow, 2011

23. Have patience to implement your vision
Have patience to implement your vision step-by-step
Everyone wants the one big development; the one big home run
Yes, but those are achieved while you are going one step at a time
Apple (circuit boards to the cloud)
Shamu!

24. “Leadership is about seeing your opportunities in their greatest context.”
- Jim Morris
Former Director
United Nations World Food Programme

25. WHAT IS YOUR GREATEST CONTEXT?
Bill Stanczykiewicz
The Fund Raising School
Indiana University Lilly Family School of Philanthropy
@_billstan