a mid-year report on $10 million+ gifts and commitments to ......2015 q1-2: $3.3b 2016 q1-2: $2.9b...

1

Date

FY06 – FY16 (through June 2016)

PROPRIETARY

A Mid-Year Report on

$10 Million+ Gifts and

Commitments to

Higher Education

2

Methodology

$10 Million Gift Report Methodology

Marts & Lundy Data Pre-2015 Marts & Lundy Data 2015 and Moving Forward

The Chronicle of Philanthropy, "America's Top Donors"

The Chronicle of Philanthropy, "America's Top Donors"

The Chronicle of Higher Education for additional Higher Education gifts

Program scans Twitter for additional gifts at all $10M+ levels

Manual scan of headlines for additional $50M+ gifts

Includes $1M+ gifts and commitments from individuals and family foundations.

Includes $10M+ gifts and commitments from individuals and family foundations.

Bequests excluded $50M No gifts types routinely excluded; includes Gifts in Kind ("Non-Cash"), Bequests, Challenge and Matching

US recipients only US recipients only

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Executive Summary Q2 2016

Chronicle of Philanthropy and Twitter Data

Giving Dollars See slide 5

2015 Q1-2: $3.3B 2016 Q1-2: $2.9B 12% lower than last year

Number of Gifts See slide 6

2015 Q1-2: 97 2016 Q1-2: 96 1% lower than last year

Giving Dollars by State See slide 8

California is leading all other states as a recipient of Higher Education dollars by a wide margin.

Percent HE Dollars of Total $10M+ Philanthropic Dollars Excludes giving to foundations See slide 10

2015 Q1-2: 66.4% 2016 Q1-2: 56.4%

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The Chronicle of Philanthropy

and Twitter Data

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$10M+ Giving to Higher Education through Q2 2016

Line indicates year-end value of the Dow Jones

Source: The Chronicle of Philanthropy and Twitter

includes gifts and commitments.

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$10M+ Number of Gifts to Higher Ed. through Q2 2016

by Gift Level



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$10M+ Higher Ed. by Gift Type through Q2 2016

Note: Gifts can be of multiple types, but no gifts are duplicated here. Generally, gifts in kind are only included in “Non-Cash.” If a gift is a bequest, it is only included in “Planned Gift,” and finally, if a gift is challenge/matching, it is only included in “Challenge and Matching.” All other gifts and pledges are in “Gift”.



8

2016 $10M+ Higher Ed. by Recipient State

through Q2



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2016 $10M+ Number of Gifts to Higher Ed.

by Recipient State through Q2



10

Higher Ed. as % of Total $10M+ Giving

through Q2 2016

Note: The Chronicle of Philanthropy designates giving to the Bill & Melinda Gates, Walton Family, Conrad N. Hilton, and similar foundations as giving to “Foundations.” Such gifts are excluded here. Other gifts to foundations, such as the ClearPath Foundation, are designated as giving to specific causes and are included here.



a mid-year report on $10 million+ gifts and commitments to ......2015 q1-2: $3.3b 2016 q1-2: $2.9b...

Documents