philanthropy in ohio using trends to plan for the future may 4, 2013
TRANSCRIPT
Philanthropy in Ohio
Using Trends to Plan for the FutureMay 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 historyCharlotte 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 US72% are unstaffed62.3% have less that $1million in assets
$590.2 in total assets$46 billion in total grants
42% assets in 5 statesWA, NY, CA, PA, TX
2011 Data – Foundation Center
SO WHAT? The ultimate research question
Your challenge this afternoonWhat trends are meaningful to
you?Why?
Capture a few, and we’ll share
Philanthropy and the Multiple MatricesOR Using Trends to
Thinking Strategically– Who is the Donor?– What does the
Donor value?– How does the Donor
give?– Why does the Donor
give?
Plan for the Future
Finding the Trends
RegionalDemographicPsychographic
Finding Regional Trends
Finding Regional Trends
• http://philanthropy.com/givingmap?cid=hagPBA
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
Ohio ranks 11th 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:
InitiativesResults
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
[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.
Student Demographics 2005 2011 % Change
Statewide Student Enrollment 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
White 1,361,774 1,294,742 -5
Students with Limited English Proficiency
28,936 35,293 22
Students with disabilities 254,078 259,302 2
Economically disadvantaged students
622,698 785,084 27
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 SecondaryFour-Year
Ohio Public University
Public University Regional Campus
Public Two-Year College
in Ohio
HS Graduates Enrolling
26,000 7,223 13,261
Returning for Sophomore
Year
91% 85% 62%
Graduating with Degree/Credential in
Six Years
63% 37% 27%
• 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
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