Media Kit2013–2014

303 W Madison St Ste 2650Chicago, IL 60606-3396

Phone: 312.981.6794Fax: 312.981.2908

info@givinginstitute.org

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Overview and HistoryAbout The Giving Institute

The MISSIon oF The GIvInG InSTITuTe is to actively champion thought leadership that empowers philanthropy.

Since 1935, The Giving Institute and its member firms have embraced and embodied the core values of ethics, excellence, and leadership in advancing philanthropy. Serving nonprofits of every size and purpose, from local institutions to international organizations, The Giving Institute member firms embrace the highest ethical standards and maintain a strict code of fair practices.

Beyond its original mission to promote the evolution of the professional fundraising field, the Institute’s other commitment, promoting philanthropy, has also expanded through the years. Giving USA, the annual report on the state of philanthropy in the United States, was first published as a public service in 1955. It is the longest-running, consecutively-published study of its kind.

In 1985, three Association leaders, Arthur D. Raybin, John Grenzebach, and Charles E. Lawson, incorporated Giving USA Foundation, formerly The American Association of Fundraising Counsel (AAFRC) Trust for Philanthropy, to carry out and expand a number of the public service goals of the Institute. Today the Foundation publishes Giving USA and supports research and education. The Giving Institute continues to provide financial support, expertise, and leadership to the Foundation and works in partnership with it to advance philanthropy and promote ethics in the fundraising profession.

History

• 1935 AAFRC was founded and the member firms immediately began embracing and embodying the core values of ethics, excellence, and leadership in advancing philanthropy. Their first act was to develop Standards of Practice and a Professional Code of ethics.

• 1955 Giving USA was published for the first time as a public outreach initiative of the AAFRC.

• 1985 Giving USA Foundation was formed to carry out and expand on AAFRC’s public service goals.

• 2000 AAFRC moves its main office from New York City to Indianapolis, IN.

• 2005 Upon the completion of a significant brand review, AAFRC becomes The Giving Institute. The 50th anniversary edition of Giving USA is published.

• 2010 The Giving Institute celebrates 75 years of service to the nonprofit sector.

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The Giving Institute’s mission is to actively

champion thought leadership that

empowers philanthropy.

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The Giving Institute Fact SheetouR vISIon: To develop extraordinary leaders in the world of philanthropy.

ouR MISSIon: To actively champion thought leadership that empowers philanthropy.

The Giving Institute Programs

SUmmER SYmPoSIUmSummer Symposium is The Giving Institute’s flagship educational and networking event. The purpose of the Symposium is to give leading consulting professionals in the philanthropic sector a forum to identify and discuss the most important issues facing nonprofit organizations.

Each year Symposium participants:• Initiate ongoing review and discussion of the technologies employed in the fundraising profession• Provide an opportunity for professional leaders, inside and outside The Giving Institute, to interact collegially and to look

at new ideas and methods in the profession• offer a national setting for the exchange of ideas about the profession• explore standards and changing practices• Augment the training of younger professionals

ConSuLTAnTS BooT CAMPConsultants Boot Camp is The Giving Institute’s educational program for new consulting professionals. The purpose of the Boot Camp is to give emerging professionals the opportunity to learn from seasoned consultants.

Program participants are exposed to core competencies including:• Presentation skills• Building a consulting relationship• Making the transition to being a consultant

ConSuLTAnTS SChooLThe Consultants School has been hailed as the most candid, insightful, and comprehensive training ground for practicing consultants and those who are considering the field of consulting. Participants have the opportunity to learn from some of the most respected fundraising consulting firms in the US and Canada, each a member of The Giving Institute.

The program topics include:• “The Biggest Mistakes Consultants Make & how to Avoid Them”• “So You Think You Want to Be a Consultant: What You Need to Know”• “The Good, the Bad and the ugly of Consulting”• “Contracts, Proposals & Fees”

GuRIn FoRuMThe purpose of the Gurin Forum is to honor Maurice Gilbert Gurin, a foremost leader and thinker who impacted the evolution of philanthropy, and bring attention to timely issues facing the sector. The periodic forums are designed to stimulate dialogue, debate, research, and education. Funding for the Gurin Forum is made possible through an endowment created primarily through the generosity of Mr. Gurin.

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Giving USA Foundation

Giving USA

Giving USA, the annual report on philanthropy is the seminal publication reporting on the sources and uses of charitable giving in the united States. Published since 1957, Giving USA is the longest running, most comprehensive report on philanthropy in America. For 57 years, fundraisers, nonprofit leaders, donors and volunteers, scholars, and other individuals who work in or with the charitable sector have counted on Giving USA to provide the most comprehensive charitable giving data available. no other source provides the context for annual giving like Giving USA.

Giving USA’s long history is the result of its time-tested adherence to using the most rigorous methodologies available for estimating total charitable giving in the uS each year. This includes incorporating the most up-to-date data and methodological approaches available within the estimating procedures it uses year after year.

Its research, conducted by the Indiana university Lilly Family School of Philanthropy since 2000, estimates all giving to all charitable organizations across the United States. These national estimates do not show the changes any one organization or geographical region might observe—they calculate total giving by about 117 million households across America, approximately 12.4 million corporations that claim charitable deductions, an estimated 99,000 estates, and about 76,000 foundations. The donations go to about 1.1 million IRS-registered charities, plus a conservative estimate of 222,000 American religious organizations.

Giving USA Spotlight

Giving USA Spotlight research reports address specific topics and trends in the philanthropic sector. The Spotlight allows for an in-depth look at the issues currently facing nonprofit organizations, donors, and others interested in philanthropy. The quarterly reports are an extension of the information found in each year’s Giving USA annual report. Recent Spotlight topics include: Trends in Million-Dollar-Plus Gifts Made by Individuals, The Tax Motivation for Giving, Relationship Cultivation using Social Media, Giving by Immigrants, and Women as Philanthropists.

Advancing the research, education, and public understanding of

philanthropy is the mission of Giving uSA Foundation, founded

in 1985 by The Giving Institute. headquartered in Chicago,

IL, the Foundation publishes data and trends about charitable

giving through its seminal publication, Giving USA, and quarterly

reports on topics related to philanthropy.

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The Giving Institute and Giving USA Foundation Annual Calendar JANUARY Giving USA Spotlight #1: Annual Survey of State Laws Regarding Charitable Solicitations

MARCh/APRIL Nonprofit Research Collaborative Survey Report #1 Giving USA Spotlight #2

June Giving USA: Annual Report on Philanthropy

JULY The Giving Institute Summer Symposium

SePTeMBeR Giving USA Spotlight #3

oCToBeR/noveMBeR Nonprofit Research Collaborative Survey Report #2 Giving Tuesday

DeCeMBeR Giving USA Spotlight #4

For more information on The Giving Institute and Giving uSA Foundation please contact: erin Berggren at 312.265.2911 or eberggren@givinginstitute.org.

The Giving Institute and Giving USA Foundation Leadership

DAvID H. KInG, CHAIr, THe GIvInG InSTITUTe

David H. King, President & CEo of Alexander Haas, has lived in Atlanta and been in the field of nonprofit development for more than 25 years. In his 21 years at Alexander Haas, David has provided counsel to more than 125 organizations in the areas of higher education, independent schools, hospitals, conservation, human services, churches, and faith-based organizations. David’s fundraising expertise and qualified client success has led him up the ranks at Alexander Haas, where he now leads the staff of the highly-qualified Partners and forward-thinking fundraising professionals in Atlanta.

Prior to joining the firm, he served as Atlanta Assistant Area Development Director for the United Negro College Fund and was responsible for the annual UNCF Atlanta Corporate Campaign. Prior to founding the development office at the Atlanta Union mission where he served as Director of Development, David began his career at the fundraising consulting firms Haas Coxe & Alexander and Coxe & Associates. David currently serves as Chair of The Giving Institute, a leading association of fundraising consulting and nonprofit services firms.

L. GreGG CArLSOn, CHAIr, GIvInG USA FOUnDATIOn

Gregg Carlson, President of Carlson Fund Raising, LLC, which provides integrated fundraising solutions, has more than 25 years of development counsel experience. Carlson began his career in 1985 with the major gift counsel firm, CCS Fund Raising. Upon his departure from CCS, Carlson joined IDC, the firm that revolutionized donor acquisition through the PHoNE/mAIL® Telecommunications Program, becoming IDC’s President in 1998. Working with a great team and a forward-thinking group of clients, Carlson and his partners established IDC as a provider of donor

acquisition services. In 2010, Carlson and his brother sold their firm to Harris Connect, LLC, adding internet and mobile solutions, providing a comprehensive suite of fundraising acquisition services. having partnered with more than 150 nonprofit organizations and personally designing more than 200 individual campaigns, Carlson’s focus is the art and science of systematically generating a “pipeline” of major and planned giving prospects.

Carlson is Chair of Giving USA Foundation, the definitive source on trends in US fundraising through the annual report Giving USA (researched by the Indiana university Lilly Family School of Philanthropy). With the view that technology must be driven by the essential principles of fundraising, Carlson is often invited to discuss the cutting-edge issues facing the field today.

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The Giving Institute Member FirmsMeMber FIrM LOCATIOn WebSITe

Alexander haas Atlanta, GA www.fundraisingcounsel.com

The Alford Group Seattle, WA www.alford.com

Arnoult & Associates Inc. Memphis, Tn www.arnoultassoc.com

Arthur Alley Associated Jackson, MS www.arthuralley.com

Benefactor Group Columbus, oh www.benefactorgroup.com

Bentz Whaley Flessner Minneapolis, Mn www.bwf.com

Blackbaud Charleston, SC www.blackbaud.com

Campbell & Company Chicago, IL www.campbellcompany.com

Carlson Fund Raising, LLC henderson, nv www.carlson-fundraising.com

Carlton & Company Boston, MA www.fundraising.org

CCS Fundraising San Francisco, CA www.ccsfundraising.com

Compton Fundraising Consultants Ltd vancouver, BC, Canada www.comptonfundraising.co.uk

The Covenant Group Louisville, KY www.covenantgrouponline.com

Cramer & Associates, Inc. Dublin, oh www.cramerfundraising.com

The Curtis Group virginia Beach, vA www.curtisgroupconsultants.com

Dini Partners houston, TX www.dinipartners.com

DonorPerfect horsham, PA www.donorperfect.com

Dunham+Company Plano, TX www.dunhamandcompany.com

Durkin Associates Milwaukee, WI

ehL Consulting Group, Inc. Willow Grove, PA www.ehlconsulting.com

Global Advancement, LLC. Lexington, KY www.global-advt.com

Graham-Pelton New York, NY www.grahampelton.com

Grenzebach Glier and Associates Chicago, IL www.grenzebachglier.com

harris Connect, LLC Chesapeake, vA www.harrisconnect.com/fundraising

The hodge Group Dublin, oh www.hodge-group.com

Jeffrey Byrne + Associates, Inc. Kansas City, Mo www.fundraisingjba.com

Johnson Grossnickle & Associates Greenwood, In www.jgacounsel.com

KCI-Ketchum Canada, Inc. Toronto, on, Canada www.kciphilanthropy.com

Marts & Lundy, Inc. Lyndhurst, nJ www.martsandlundy.com

The Monument Group Richmond, vA www.themonumentgroup.net

oram Group, Inc. New York, NY www.oramgroup.com

The Phoenix Philanthropy Group Phoenix, AZ www.phoenixphilanthropy.com

Prasad Consulting & Research New York, NY www.prasadconsulting.com

Ruotolo Associates Inc. Cresskill, nJ www.ruotoloassociates.com

Smith Beers Yunker & Company Cincinnati, oh www.sbyco.com

SofTrek Amherst, NY www.softrek.com

StaleyRobeson Mystic, CT www.staleyrobeson.com

Winkler Group Mount Pleasant, SC www.winklergroup.com

Woodburn, Kyle & Company Madison, In www.woodburnkyle.com

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The Giving Institute and Giving USA Foundation in the newsSince its founding, The Giving Institute and Giving uSA Foundation has been sourced and quoted by national and international publications, wires, broadcasts, and news websites.

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The Giving Institute and Giving USA Foundation Media ContactsLooking to schedule an interview or need more information for a story? Please contact:.

erin berggren, CAeexecutive DirectorPhone: 312.265.2911Fax: 312.981.2908email: eberggren@givinginstitute.org