Transcript Document

Philanthropy in Ohio
Using Trends to Plan for the Future
May 4, 2013
Philanthropy Ohio - Our Vision
To be the leading voice and
premier resource for philanthropy
in Ohio.
Our New Impact Statements
• Most trusted representative of Ohio
philanthropy’s interests
• Preferred provider of what matters most to
Ohio philanthropy
• Established connection to all forms of Ohio
philanthropy
Philanthropy in Ohio – a little history
Charlotte R. Schmidlapp Fund, begun in 1908 in Cincinnati
by Jacob G. Schmidlapp after the death of his daughter in a
car accident in France.
Schmidlapp founded Union Savings and Trust, which later merged into what
is now Fifth Third Bancorp. He instructed the fund's trustees to make grants
that would aid women to establish themselves in life.
Today, the Charlotte R. Schmidlapp Fund in Cincinnati is the largest fund in
the country dedicated exclusively to the needs of women and girls.
Philanthropy in Ohio – a little more history
Six years later, in 1914, Frederick P. Goff,
President, the Cleveland Trust Company, started
the first community foundation in the country
and in the world in an effort to make
philanthropic funds more responsive to the
changing needs of the community.
Today, The Cleveland Foundation ranks as the largest
community foundation in the state with assets of over $1.7
billion.
Philanthropy - Today
Over 78,000 foundations in the US
72% are unstaffed
62.3% have less that $1million in assets
$590.2 in total assets
$46 billion in total grants
42% assets in 5 states
WA, NY, CA, PA, TX
2011 Data – Foundation Center
SO WHAT?
The ultimate research question
Your challenge this afternoon
What trends are meaningful to you?
Why?
Capture a few, and we’ll share
Philanthropy and the Multiple Matrices
OR Using Trends to Plan for the Future
Thinking Strategically
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Who is the Donor?
What does the Donor
value?
How does the Donor
give?
Why does the Donor
give?
Finding the Trends
Regional
Demographic
Psychographic
Finding Regional Trends
Finding Regional Trends
• http://philanthropy.com/givingmap?cid=hag
PBA
Philanthropy and Generationals
“A generational identity is a state of mind
shaped by many events and influences. Only
you can define what generation you fit into.”
Lancaster & Stillman, 2003
Generational Diversity
How People Give
Women Who Give
Women Who Give
In the United States, the latest statistics
show that there are more women
controlling more wealth in the U.S. than
ever before. (Of those in the wealthiest tier
of the country -- defined by the I.R.S. as
individuals with assets of at least $1.5
million -- 43 percent are women.)
Women Who Give
• Furthermore, women are reported to control 83
percent of household spending and more than 50
percent of family wealth.
• The reality is that women, strengthened by increasing
economic power and education, are the rising wave
of philanthropists.
• About a quarter, or 26%, of all the contributions to
candidates, PACs and party committees in the 2010
elections came from women, according to a new
report called Vote With Your Purse.
• That's down 5 percentage points from 2008 and 4
points from 2006
Women Who Give
• Women's income has risen more than 60 percent in
the last 30 years, but women represent only 27
percent of individual hard money contributions to
candidates, party committees and PACs
• Women drive charitable giving but don't associate
political contributions with the social change of
charitable contributions
• Mobilizing more political giving from women will
require an emphasis on the 5 I’s that motivate
women : impact, inspiration, information, inclusion
and interaction
Women Compared to Men
Still Thinking Strategically
• Who is the Donor?
• What does the Donor
value?
• How does the Donor
give?
• Why does the Donor
give?
2011 charitable giving
Total = $298.42 billion
Types of recipients of contributions, 2011
Total = $298.42 billion
Total giving by source in five-year spans,
1972–2011 (in inflation-adjusted dollars)
Giving by type of recipient: Percentage of
the total in five-year spans,1972–2011
Total giving by type of recipient in five-year
spans, 1972–2011
Volunteer Rate 2002- 2011
Philanthropy in Ohio – Today
th
Ohio ranks 11 in
total giving.
Ohio Gives
Visit our website and
download the full report
online at:
www.philanthropyohio.org
Total Charitable Giving in Ohio
$6.63 BILLION
Individual Giving
1 in 4 Ohioans
reports making charitable gifts
in a given year.
Income Level
Ohio’s Grantmaking Foundations
Top 10 by Giving
What Foundations in
Ohio Support
What Individuals in
Ohio Support
Giving in Ohio
• 41,262 charitable organizations classified by
the IRS as 501(c)(3) entities,
• Nonprofits employ about 11 percent of the
state’s total workforce, close to 478,000
people
• Ohio’s 14,000+ nonprofits held assets of
$102.98 billion and reported revenues of
$60.99 billion in 2009.
Giving in Ohio – What’s important
• According to the members of
Philanthropy Ohio:
Initiatives
Results
Initiatives
Education Research
Philanthropy Ohio's
Education Advisory
Committee report created
for grantmakers,
policymakers and the
general public that
identifies top education
priorities of Ohio's
philanthropic community.
January 2013
2005
2011
% Change
1,772,930
1,749,395
-1
African American
296,861
287,974
-3
Hispanic
41,097
61,124
49
Multiracial
46,698
73,104
57
1,294,742
-5
28,936
35,293
22
254,078
259,302
2
622,698
785,084
27
Student Demographics
Statewide Student Enrollment
White 1,361,774
Students with Limited English
Proficiency
Students with disabilities
Economically disadvantaged
students
[1]
Federal reporting requirements have recently changed and children whose parents or
guardians do not choose an ethnic category are selected as multiracial by default,
explaining the 57 percent increase.
NAEP Performance
NAEP
2005
2011
% of 4th graders at or above
proficient in math
43%
45%
% of 4th graders at or above
proficient in reading
34%
34%
% of 8th graders at or above
proficient in math
33%
39%
% of 8th graders at or above
proficient in reading
36%
37%
Post Secondary
Four-Year
Ohio Public
University
HS Graduates
Enrolling
Returning for
Sophomore
Year
Graduating
with Degree/
Credential in
Six Years
Public TwoYear College
in Ohio
26,000
Public
University
Regional
Campus
7,223
91%
85%
62%
63%
37%
27%
13,261
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Adoption of the tax credit has the potential to raise
significant dollars for use in communities, while
making only a modest investment from state revenue.
With a 20 percent tax credit and a tax credit pool of
$20 million, endowment growth could reach $100
million in its first year, with 5 percent of this amount –
or $5 million – issued in grants to communities. With a
typical return on investment of $8 dollars for every $1
in grants, this would result in a one-year investment of
$40 million in Ohio communities and a ten-year
investment of $400 million.
So Now to Trends…
• Yours:
• Mine:
Donor-directed funds
New models for giving
Electronic giving
More global
Philanthropy must work
with education, health
care and economic
development
– Must teach younger
generations about giving
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Your Strategic Thinking
• Who is your Donor?
• What does your Donor
value?
• How does your Donor
give?
• Why does your Donor
give?
www.philanthropyohio.org