2. Giving USA 2018 Melissa S. Brown
Principal, Melissa S. Brown & Associates

3. Learning Goals How to access Giving USA
Describe your foundation’s giving in the contest of national trends
Describe your foundation’s fundraising activity in the context of education fundraising and the sources of funding available
Consider opportunities and challenges for 2018 and beyond,
given available data
GUSA : Annual since 1956
One-year rates of change and long-term trends
40 years of data each edition
Summaries of other reports released in prior year
Giving USA Foundation and IU Lilly Family School of Philanthropy
Givingusa.org, discount code: YUNKER
PPS: Began in 1968
Bi-annual re: giving since 2000
10,000+ households
Medium-term trends about household charitable giving
IU Lilly Family School of Philanthropy
GenerosityForLife.org, free access

4. What is Giving USA? GivingUSA.org Highlights are free
YUNKER discount code for 30% off

5. National Trends

6. NIC stats (2013-14) 501(c)(3)s Comparison giving stats
Giving USA 2018
NIC stats ( ) 501(c)(3)s
~ 384,000 undergraduate members
4.2 million alumni worldwide
$20.3 million raised by chapters
Giving per undergrad member: > $50
Member giving participation rate: ??
Average gift per donor: ??
Comparison giving stats
Alumni giving participation rate in higher ed ~ 8.5% [CAE]
Alumni giving participation rate, indp. schools ~ 9%
Median annual gift from alumni ~ $420 [NAICS]
Total raised per STUDENT: > $1,200, from all sources
If sorority & fraternity alumni give like independent school alumni for annual giving,
9% x 8.25 million x $420 = $312 million, or 0.1% of total giving
3% of adult population
Does not include capital/major gifts which might be around $10K (based on NAICS data) per donor.

7. Giving USA 2018
Trends,
Source: Giving USA 2018

8. Giving USA 2018
Giving as a share of GDP
Source: Giving USA 2018

9. Giving USA 2018
$ billion total in 2018
Source: Giving USA 2018

10. Giving USA 2018
$58.9 billion to education
Source: Giving USA 2018

11. Giving USA 2018
$58.9 billion to education
Source: Giving USA 2018

12. Drilling down to what matters for NIC members

13. $43.6 billion for higher education*
Giving USA 2018
$43.6 billion for higher education*
Source: MSBrown LLC based on Giving USA
* Colleges and universities only, estimate from Council for
Aid to Education

14. NIC members are in “other education” : scholarships, leadership development, etc.
Photo:

15. What gift sources are “available” for NIC members?
Giving USA 2018
What gift sources are “available” for NIC members?
Source: MSBrown LLC based on Giving USA

16. Traditional sources + DAFs = $238 billion
Source: MSBrown LLC based on Giving USA
* National Philanthropic Trust Donor Advised Fund Report,
2016 adjusted for 3-year growth rate

17. Trends in adjusted total and total
“Adjusted” often rises faster/more than total when total rises --- but
Since 2000, in 9 years, total fell and adjusted total fell by MORE in 6 of those years. That is, recent history indicates that during a downturn in giving, the ‘adjusted total’ falls by a larger percentage than overall giving.
Why?
Adjusted total excludes religion, which remains fairly steady at 30-33% of all giving and budges only a little during ups and downs.
Source: MSBrown LLC based on Giving USA

18. How do you prepare? Know what drives giving.
Photo:

19. Assets, sense of future financial security, “permanent income”
Giving USA 2018
Assets, sense of future financial security, “permanent income”
Source: Giving USA 2018

20. Income after expenses Giving as % of disposable income (after taxes)
Giving USA 2018
Income after expenses
Giving as % of disposable income (after taxes)
Source: Giving USA 2018
Giving is a form of “personal consumption”
On par with anything else optional and fun
How can your organization make giving fun?

21. Giving USA 2018
Tax savings
Itemizing donors have an incentive Tax rates Charitable giving Giving stock avoids taxes on capital gains > 70.5 years old, giving required distributions

22. Connections – in person, on-line
Calls count for a lot.
Impact!!
Connections – in person, on-line
Clear role and voice
Direct benefits

23. What can YOU do to increase engagement?

24. Learning Goals √ √ √ √ How to access Giving USA
Describe your foundation’s giving in the contest of national trends
Describe your foundation’s fundraising activity in the context of education fundraising and the sources of funding available
Consider opportunities and challenges for 2018 and beyond,
given available data √ √ √
GUSA : Annual since 1956
One-year rates of change and long-term trends
40 years of data each edition
Summaries of other reports released in prior year
Giving USA Foundation and IU Lilly Family School of Philanthropy
Givingusa.org, discount code: YUNKER
PPS: Began in 1968
Bi-annual re: giving since 2000
10,000+ households
Medium-term trends about household charitable giving
IU Lilly Family School of Philanthropy
GenerosityForLife.org, free access

25. Thank you!