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Giving in Florida

April 1, 2022

Florida's nonprofit sector plays a vital role in supporting local communities. However, the nonprofit sector also has room for growth. According to the Florida Nonprofit Alliance's 2020 report, Summary of the Economic Benefits of Florida's Nonprofit Sector, Florida ranks 47th out of 50 in the United States for the number of nonprofits per 1,000 residents with 4.5 nonprofits per 1,000 residents and 40th out of 50 in the financial impact nonprofits have on the state.This report aims to increase the understanding of philanthropy and provide the region's nonprofit sector, donors, and policy makers with valuable research allowing them to understand the motives and incentives behind individuals' charitable giving behavior. The study also provides analysis of how giving and volunteering patterns change with different donor demographics with the goal of encouraging the nonprofit sector to better connect with a wider range of donors.The study also offers unique insight into the wide range of ways that Floridians give back, including giving money directly to friends and loved ones, contributing to crowdfunding campaigns, and helping in ways other than giving money. The result is a more complete picture of how Floridians are investing in their communities.Finally, the research identifies areas of opportunity for the nonprofit sector. With both the sector and the larger Florida population still dealing with the effects of the COVID-19 pandemic, the information in this report can help the nonprofit sector to keep moving forward to provide Floridians with a brighter future.

Global Philanthropy Tracker 2020

October 22, 2020

The Global Philanthropy Tracker (GPT) details the magnitude of cross-border philanthropic contributions globally. By capturing contributions made by individual and institutional donors to support charitable causes across national borders, this report aims to offer a more complete picture of global philanthropic flows. The 2020 GPT provides an updated estimate of the amount of cross-border philanthropy that occurred in 2018 or the most recent year for which data are available. It further compares cross-border philanthropy to three other cross-border resource flows: official development assistance (ODA), remittances, and private capital investment.

U.S. Household Disaster Giving in 2017 and 2018

May 21, 2019

In 2017, the U.S. experienced the costliest year of major natural disasters on record; 2018 was the fourth costliest year. In this two-year period, how many Americans donated to disaster aid and how much? What are the main drivers for disaster giving? Does giving to disaster aid come at the expense of other causes? Based on new data on American household giving, this forthcoming research brief answers questions about the patterns, preferences, and practices of individual charitable giving for disaster aid.

Womengive 16: Giving in Young Adulthood - Gender Differences and Changing Patterns Across the Generations

November 15, 2016

Young women donors today are holding their own when it comes to charitable giving, bucking the trend of Millennials and Gen Xers being less generous than their predecessors, according to the newest report in the Women Give series released today by the Women's Philanthropy Institute (WPI) at the Indiana University Lilly Family School of Philanthropy. Findings from the study, which is funded by a grant from the Bill & Melinda Gates Foundation, have implications for donors and fundraisers alike.Conventional wisdom says younger generations—Millennials and Gen Xers—are less generous than their predecessors. However, a closer look reveals that giving by young single women Gen Xers/Millennials is holding steady compared to their counterparts 40 years ago; giving by single men and married couples, on the other hand, has dropped.The Women Give 2016 report investigates how charitable giving has changed across generations, given that women's roles within the family and within society have changed. To do so, this study compares young adults across two generations: the pre-Boomer generation, also known as the Silent generation, when they were young adults four decades ago; and Generation Xers/Millennials, who are young adults today.

Giving In Puerto Rico

September 1, 2016

Three out of four households in Puerto Rico (74.9 percent) report making charitable donations in 2014, a high rate of giving, especially compared to similar data in the U.S. which shows 55.8 percent of mainland U.S. households giving to charity in 2013.This finding comes from the first study of its kind to examine charitable giving patterns, priorities, and attitudes of Puerto Rican households. Giving in Puerto Rico is the result of a collaboration among Flamboyan Foundation (Flamboyan), the Indiana University Lilly Family School of Philanthropy, and Kinesis Foundation. The publication was presented Wednesday at the Puerto Rico Convention Center to a select group of nonprofit organization leaders, donors, corporate executives, academics, and other individuals committed to philanthropy."The findings offer the first scientific base for giving in Puerto Rican households. It confirms what we already know, that we in Puerto Rico are very generous. Giving in Puerto Rico also provides an understanding of giving so we can start thinking about being more effective as philanthropists during this time of great need," said Guiomar García Guerra, Ph.D., executive director of Flamboyan.Flamboyan commissioned the research project to establish baseline information about giving in Puerto Rico that can be benchmarked against data from the mainland U.S., such as from the Philanthropy Panel Study and the U.S. Trust Study of High Net Worth Philanthropy."Now that we have comparative data prepared by experts in the field, as nonprofit leaders we can promote Puerto Rico's needs in philanthropic circles in the U.S. and internationally," stated Kristin Ehrgood, co-founder and President of the Board of Flamboyan.Una Osili, Ph.D., director of research for the Lilly Family School of Philanthropy, noted, "We see an opportunity in Puerto Rico to increase formal giving, since a large part of donations are informal in nature, such as helping a stranger, a neighbor, a friend or relative."  A large percentage of survey respondents indicated they had limited knowledge about philanthropy and nonprofits. This contrasts with the finding that the more people know about philanthropy, the higher the average amount of money they tend to donate.The survey also asked what respondents considered the most important issues in society today. Vadim Nikitine, co-founder of Flamboyan and current board member, said, "This study shows a gap between what households identify as pressing issues, and the areas they actually donate to. Our goal is to spur a broad discussion that provokes each and every one of us to question to what we contribute, how we do it and how we can increase our impact."Puerto Rican households donated an average of $285 in 2014; high net worth households donated an average of $1,171. No matter what the specific dollar amount given by any one household, a huge difference could be achieved by individuals taking action for the collective good.Key FindingsThree out of four households in Puerto Rico report giving.The average amount donated in 2014 was $285 while the average amount given by high net worth households was $1,171.The top five reasons cited for giving were: giving back to the community; giving spontaneously in response to a specific need; giving because you believe that your gift can make a difference; giving because you desire to set an example for future generations; and giving when you are asked to donate.The top three areas that received donations in 2014 were: basic needs; religion; and health.The top three social issue priorities were: education; health care; and the economy.53 percent of the population prefers to donate to organizations in Puerto Rico that focus on local issues.The majority of individuals, 67 percent, say they know very little about philanthropy and nonprofits.Only one-third of those interviewed could name three nonprofit organizations and 11 percent could not name a single one.Seven out of 10 people report giving informally.A significant majority, 75 percent, were unaware of major changes made to the Puerto Rico tax code that impact the potential tax benefits of charitable giving.

The 2016 Planned Giving Study: Building Lasting Legacies: New Insights from Data on Planned Gifts

September 1, 2016

This study represents a first attempt to map the almost unexplored territory of legacy societies in planned giving. Existing literature has not examined planned gifts through the lens of legacy societies. This study thus represents the first systematic data collection and analysis of planned gifts made to higher education institutions in the U.S.The study first reviewed charitable bequests received by the top 120 U.S. higher education institutions in the fiscal year of 2014 and examined the basic characteristics of their legacy societies. This list of 120 institutions is based on data from the 2014 Digest of Education Statistics, which is issued by the National Center for Education Statistics at the U.S. Department of Education. Data on charitable giving and bequests came from the Voluntary Support of Education survey by the Council for Aid to Education. Information on university legacy societies was collected from universities' websites, brochures, and newsletters.This study then examined data on planned gifts and donors from five case-study universities located in different geographic regions in the U.S. We received data between the summer of 2014 and the fall of 2015 from these five universities. The sample includes data on planned gifts made from 1972 to 2015 (the exact range varies by university). The combined data set contains both donor-level and gift-level information—for example, age, graduation class and residence of donor, amount and type of planned gifts, and year when the gift was made (or announced to the university). In addition to this common set of data, each university also has some additional, unique data offering rich information on donors (such as gender, marital status, and degree) or gifts (such as restrictions of gifts or outright gifts made by planned giving donors). Further, one university has information on both legacy society members and non-members.Compared with survey data or tax records, this sample has unique advantages, capturing both the trend in planned gifts over time and detailed information on each gift and donor. The uniqueness of the data in this study offers a great opportunity to explore planned giving behavior among actual donors.The analysis here includes bequest intentions, realized bequests, and deferred gifts because the data often do not contain enough detailed information allowing a clear separation of these types of planned gifts.

A Tradition of Giving: New Research on Giving and Volunteering Within Families

May 19, 2016

SummaryParents who volunteer with charitable organizations are more likely to have children who volunteer for, and give to, charitable organizations.While the philanthropic priorities of parents and their children are more closely aligned than those of grandparents and grandchildren, grandparents can still influence their grandchildren's giving.Parents with certain socio-demographic characteristics have a stronger influence on their children's overall giving and their religious giving.The charitable giving and volunteering behaviors of younger members of a family are influenced by their elders, according to research released today by the Indiana University Lilly Family School of Philanthropy and Vanguard Charitable. Since individual giving is the largest source of charitable donations in the United States*, understanding the intra-family generational dynamics that lead to charitable giving decisions can help families, charitable organizations, and advisors to better plan for the future.The report, A Tradition of Giving, is believed to be one of the first to investigate charitable giving behavior across three generations—grandparents, parents, and adult children—in a single study."This study can help families, nonprofits, and advisors better plan for the future," said Jane Greenfield, president of Vanguard Charitable. "Parents and grandparents can encourage children to give and volunteer by incorporating more shared experiences into their philanthropic support. Nonprofits can in turn offer those kinds of experiences to families to attract future support. And advisors may be able to provide better guidance to family members if they recognize the influence of older generations on the younger."The report presents findings from the Lilly Family School of Philanthropy's Philanthropy Panel Study (PPS), the nation's largest and only ongoing study of the philanthropy of the same 8,000 families over time and across generations. The report's conclusions are supplemented by interviews conducted among families who are clients of Vanguard Charitable, one of the nation's largest donor-advised funds. The study examines how closely parents and grandparents match their children and grandchildren in terms of philanthropic priorities, as well as how socio-demographic factors explain the similarity or dissimilarity in philanthropic priorities between parents and their children.

The Philanthropy Outlook 2016 and 2017

January 1, 2016

This edition of The Philanthropy Outlook projects giving for the years 2016 and 2017 in relationship to the year 2015. Throughout this report, we offer detail on those economic factors that will have the most significant influence on giving for these years, as well as other information that provides context for these trends. Later in the report, we include information about how certain economic conditions may alter our projections for giving. The final portion of this report provides practitioners with important implications of The Philanthropy Outlook to apply in the course of both daily practice and short and long-term planning.

Womengive 15: How Do Sons and Daughters Affect Parent's Charitable Giving?

November 9, 2015

Women Give 2015 investigates whether the sex of a firstborn child affects parents' charitable giving. Generosity is learned by people as they relate to others in schools, community settings, religious organizations, and the workplace. It is also learned within the family. Research has shown that parents influence their children in many ways, including how to be generous. This study shifts the framework of thinking from the current focus on "parents influencing the development of their child's generosity" to also include "children affecting their parents' generosity."This research provides the first evidence that the sex of a person's first-born child influences both the likelihood of giving and the amount given to charitable organizations. The sex of a person's first-born child affects giving in two-parent family configurations, but not in single-parent families.

Indiana Nonprofits: Scope and Community Dimensions

February 27, 2015

This report presents new data on the size, composition, and distribution of paid employment over the 1995-2011 time period in Indiana's private nonprofit organizations in a broad range of industries traditionally dominated by for-profit industries. Nonprofit organizations make significant contributions to the quality of life for the residents of Indiana and are a major force in the state's economy. This is particularly the case for the industries where nonprofits play a major role, such as health care, social assistance, education, arts, culture and recreation, and membership associations. However, very little is known about the large number of nonprofits that are scattered across virtually all other industries in Indiana where for-profit establishments dominate. This report provides an overview of nonprofit employment in all the other "minor" nonprofit industries.

Women Give 2014: New Research on Women, Religion, and Giving

November 7, 2014

This report examines the intersection of religiosity, gender, and age and finds a significant change in patterns of giving by women. One key finding is that younger single women who are religiously unaffiliated give roughly two times larger amounts to charitable organizations than women who are affiliated but who infrequently attend religious services.

The 2014 U.S. Trust Study Of High Net Worth Philanthropy

October 1, 2014

The 2014 U.S. Trust Study of High Net Worth Philanthropy examines the giving patterns, priorities and attitudes of America's wealthiest households for the year 2013. This latest research study is the fifth in this series of studies, and was once again written and researched by the Indiana University Lilly Family School of Philanthropy in partnership with U.S. Trust. This study is a continuation of the 2006, 2008, 2010 and 2012 reports.