1. Shannon Williams, Principal Advisor
The Five Is
Shannon Williams, Principal Advisor

2. Sources of Philanthropic Revenue
Corporations
Endowment Income
Faith/Civic Groups
Foundations
Individuals
An exercise to use with your board and/or development committee

3. National Sources of Philanthropic Revenue
2015 charitable giving
Total = $373 billion
Increase of 4% over 2014
Foundation grantmaking reached an estimated $41.00 billion in 2010, according to estimates provided by the Foundation Center. Of that amount, approximately $19.50 billion was given by family foundations. Grantmaking by corporate foundations is included in the estimate for giving by corporations.6
Combined charitable giving by individuals, bequest, and family foundations amounted to an estimated $ billion in 2010, or about 87 percent of the total.
Charitable giving by corporations is estimated to be $15.29 billion in This includes an estimate provided by the Foundation Center of $4.70 billion in grants and gifts made by corporate foundations to recipient organizations and individuals.
Giving USA, 2016

4. Recipient Types

5. The AHA! Individuals + charitable bequests = 80% of total.
Foundation grant-making = 15% of the total.
About 65% of independent foundation giving is from family foundations.
Individuals + Bequest + Family Foundations = 87 percent.

6. There are HUGE OPPORTUNITIES with INDIVIDUALS!!!
YES!
There are HUGE OPPORTUNITIES with INDIVIDUALS!!!

7. Super Soaker or Laser Beam

8. Where do we Point the Laser Beam?

9. So How Do We Focus? Identify Investigate Inform Involve Invest
Stewardship
STEWARDSHIP

10. Identify How many donors do you have?
Who among your donors can give more?
Who is not a current donor who might support your work?

11. Investigate
Who knows these donors and prospective donors well enough to help determine the best ask amount?
Who can inform the overall strategy?

12. Inform and Involve
What are 3-4 ways you can inform and/or involve donors and prospective donors to help them understand the impact of your work?
If it is a new strategy, what resources are required?
If it is an existing strategy, how can it be strengthened to be more effective? What resources will this require?
What are the potential hurdles that might keep us from executing these strategies?
Share the 2-3 strategies you are most excited about

13. Invest
Who is the BEST person to invite your Identified prospects to invest?
What will inspire them to give?