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Current Events/News

Welcome Veronica Gerrity, JB+A’s Newest Team Member

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As JB+A continues to grow in response to client needs, I am excited to have Veronica Gerrity join us. Veronica’s passion for service and “can-do” attitude will be a great asset to our fundraising team. I know our clients, the philanthropic community and the rest of our JB+A team will agree she is a valued addition.
– Jeffrey Byrne, President + CEO

Veronica Champion, Coordinator of Administration + Consulting, joined the consulting team at Jeffrey Byrne + Associates with a background in nonprofit coordination and administration. She has worked closely with Board members, clients, families and community organizers.

Prior to her position with JB+A, Veronica was a Care Coordinator at KidsTLC, where she was responsible for all coordination of care for clients, families and mental health providers. A graduate of Ottawa University with a B.A. in Human Services, Veronica is active throughout the community, including Junior League of Kansas City.

“I’m excited to hit the ground running, and to be working with JB+A to help nonprofits continue to make a powerful and much-needed difference in our communities,” says Veronica.  You can reach Veronica at 816.237.1999 or at VGerrity@FundraisingJBA.com.

Welcome Veronica!

JB+A Client Partner Mattie Rhodes Center Awarded Missouri Neighborhood Assistance Program Tax Credits

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Mattie Rhodes Center (MRC) enriches the lives of individuals, families and communities in a respectful, multi-cultural environment. Since its inception more than 120 years ago, MRC’s call to community service has been to champion the needs of others. Today, its community service calls for them to campaign for the continued evolution of cultural arts as a tool for education and unification.

MRC identified the need to expand service space and decrease costs within the cultural arts area of the agency, which is based out of the Westside neighborhood of Kansas City, Missouri. It acquired land to build a new Cultural Center and JB+A helped it begin its EXPLORE. LEARN. CREATE. BELONG. Campaign to raise funds for constructing the new Center. Part of its fundraising plan included applying for tax credits from the Missouri Department of Economic Development’s Neighborhood Assistance Program (NAP).  This program provides assistance to community-based organizations that enables them to implement community or neighborhood projects in the areas of community service, education, crime prevention, job training and physical revitalization. The Department of Economic Development will issue 50% or 70% tax credits to an eligible taxpayer who makes a qualified contribution to an approved NAP project.  MRC was notified by the Missouri DED in late August it was awarded $200,000 in NAP tax credits to utilize in raising funds for its new Cultural Center.  The $200,000 in 50% tax credits can generate $400,000 in contributions to the MRC campaign for its new Cultural Center. Congratulations Mattie Rhodes Center!

The new Mattie Rhodes Cultural Center will be a safe and welcoming environment that will supplement its other facilities. The building will be anchored by four pillars: 1) educational programs, 2) gallery/exhibit space, 3) cultural exchange and 4) event/gathering space. The new Center will be an energy-efficient building that is artistically and culturally appropriate and inviting for the neighborhood. The facility will be constructed to accommodate flexible, multi-functional exhibition and classroom space. Off-street and handicap-accessible parking will be provided. The new Cultural Center will provide a permanent home for Kansas City’s only collection of international folk art – the Hand-In-Hand Folk Art Collection, gallery space, open classrooms, community event space, gift and retail space.

Learn more about MRC and its new Cultural Center here.

To learn more about the Missouri DED NAP tax credits and eligibility criteria for donors, visit here.

 

 

Join us on September 19 for Bob Woodson and Panel Forum

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Join JB+A and AFP Mid-America Chapter on September 19 as we open up a special Forum to the entire Kansas City philanthropic community. (Event details below.) We’re inviting civic leaders, leaders of faith communities and all those interested in exploring new directions in philanthropy and activism.
Venture Philanthropy: Bob Woodson will address issues raised in his book, Triumphs of Joseph: How Today’s Community Healers Are Reviving Our Streets and Neighborhoods.  During this lively discussion, Bob will describe his approach to empower faith organizations and local leadership to transform the struggling neighborhoods in which they live from the inside out. Discover how his organization helps residents of underserved neighborhoods identify their own strengths and capacities to effectively address the problems in their communities and how public/private partnerships can be a powerful tool in these efforts.
Following Bob’s presentation, a panel of local experts will continue the discussion with their experiences in Kansas City, and how we can adapt Bob’s lessons for our local use.

William (Bill) High is the Chief Executive Officer of National Christian Foundation Heartland. At NCF, he works with families, individual givers and financial advisors to inspire and facilitate biblical generosity. Practically, he works with families to develop multi-generational plans, address income tax, estate tax and complex gift transactions, including the sales of businesses. Bill is a recognized speaker, including recognition as one of the Top 25 Philanthropy Speakers in the country by Philanthropy Media.. He speaks frequently at conferences around the country.

Bill is the founder of iDonate.com, a donation platform software company serving the non-profit community. He also helped found FamilyArc.com, a family legacy company committed to helping families preserve their stories online. As the President of Ignite Consulting, Bill works with families to design their multi-generational legacy plans.

As a published author, Bill recently co-authored with David Green of Hobby Lobby, Giving it All Away and Getting it All Back Again: The Way of Living Generously (Zondervan 2017).
Pat Macdonald joins us in her role as Executive Director of the Black Community Fund, an Affiliate of the Greater Kansas City Community Foundation where she serves dually as a Senior Philanthropic Advisor.

Pat joined the Community Foundation in 2006 but has a long history in nonprofit management, strategic planning, resource and community development, and the arts. In the mid 90’s Pat spent 9 years with BEU a Community Development Corporation, in the Historic 18th and Vine district. While there, she represented Kansas City as one of eight individuals selected nationally to participate in the Manchester Craftsmen’s Guild’s Community Development Arts Resource Initiative at Harvard Graduate School of Business.  In the early 2000’s Pat enjoyed independent consulting as a museum design content researcher for Eisterhold Associates. With Eisterhold, Pat contributed to such projects as the International Civil Rights Center and Museum in North Carolina, Rosa Parks Children’s Annex in Alabama and Ralph Nader’s Tort Law Museum in Connecticut. Ever committed to applying personally and professionally acquired skills toward improving the quality of life in Kansas City, she has served on a number of boards affecting both sides of Kansas City’s state line and is currently on the Board of Trustees of City Trusts for the City of Kansas City, Missouri, KCUR, VisitKC, and Rotary Club 13.

Pat is a past President of the Mid-America Chapter of the Association of Fundraising Professionals and attained CFRE credentials in the field.

Desiree Monize is the founder and Executive Director of Avenue of Life, a nonprofit with the aim of breaking the cycle of poverty through community development in KCK and KCMO.   For six years, Desiree served as the Executive Director of Hope Faith Ministries, where she took a small soup kitchen to the largest homeless day center in Kansas City.

Prior to working with the homeless, Desiree held the position of Equipping Pastor at Vineyard KC North, serving a congregation of 2000 through volunteer management, assimilation, leadership development and pastoral care.

Desiree has over 17 years experience in the field of domestic violence, serving as a legal advocate and shelter liaison. She is a visionary leader with a talent for rebuilding inefficient businesses with the effective leadership, policies and procedures needed for healthy growth and expansion.  She is passionately committed to urban ministry and community development.

She is a mother to two sons and a daughter-in-law.  She recently became a grandmother to identical twin boys who are 15 months old.  Desiree currently lives in Kansas City, Kansas.

Tuesday, September 19, 2017
8:00 a.m. – 10:00 a.m.
Bob Woodson Presentation 8:00 a.m. – 9:00 a.m.
Panel Discussion 9:00 a.m. to 10:00 a.m.

Kauffman Foundation Conference Center
4801 Rockhill Road
Kansas City, MO 64110

Register here.

Join JB+A, U.S. Trust and Nonprofit Connect for Dr. Amir Pasic on Thursday, September 14

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Dr. Amir Pasic is the Eugene R. Tempel Dean and Professor of Philanthropic Studies at the Indiana University Lilly Family School of Philanthropy. Pasic leads the world’s first school devoted to the study and teaching of philanthropy.

The school is an internationally recognized leader in philanthropy education, research and training and is dedicated to improving philanthropy to benefit the world by training and empowering students and professionals to be innovators and leaders who create positive and lasting change.

Dr. Pasic will address how an organization’s leadership and fundraising staff must be focused on the same things to make fundraising efforts successful. How do leaders and fundraising practitioners grasp what to focus on and decide where to direct their activity? One key resource that any leader needs is research:

  • How do we know what works, and just as importantly, what does not?
  • How can we understand the complexity of what motivates a donor?
  • How can we assess the impact of our efforts?
  • How can we hope to address societal problems or develop effective strategies unless we have reliable insight into new developments in our field?

Rigorous, high-quality research is an important component in virtually all aspects of the work of philanthropy, and it is through better research that we will achieve even better results.  Join us to meet Dr. Pasic and discuss how research can inform success.

Reserve your spot and register here.

Thursday, September 14, 2017

7:30 – 9:00 a.m.
7:30 a.m. – Breakfast | 7:55 a.m. – Program
Kauffman Foundation Conference Center
4801 Rockhill Road
Kansas City, MO 64110
JB+A is a proud sponsor of the 2017 501(c)Success National Speaker Series,
a program of Nonprofit Connect
501(c) Success National Speaker Series

Join JB+A and AFP Mid-America Chapter for Bob Woodson on September 19

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Robert L. Woodson, Sr. founded the Woodson Center in 1981 to help residents of low-income neighborhoods address the problems of their communities. A former civil rights activist, he had headed the National Urban League Department of Criminal Justice and has been a resident fellow at the American Enterprise Foundation for Public Policy Research.

Join the AFP Mid-America Chapter for a special forum with Bob Woodson, where he will address issues raised in his book, Triumphs of Joseph: How Today’s Community Healers Are Reviving Our Streets and Neighborhoods.

Tuesday, September 19, 2017
8:00 a.m. – 10:00 a.m.
Bob Woodson Presentation 8:00 a.m. – 9:00 a.m.
Panel Discussion 9:00 a.m. to 10:00 a.m.

Kauffman Foundation Conference Center
4801 Rockhill Road
Kansas City, MO 64110

Register here.

During a lively discussion, Bob will describe his approach to empower faith organizations and local leadership to transform the struggling neighborhoods in which they live from the inside out. Discover how his organization helps residents of underserved neighborhoods identify their own strengths and capacities to effectively address the problems in their communities and how public/private partnerships can be a powerful tool in these efforts.

Referred to by many as the “godfather” of the neighborhood empowerment movement, for more than four decades, Woodson has had a special concern fro the problems of youth. He is an early MacArthur “genius” awardee and the recipient of the 2008 Bradley Prize, the Presidential Citizens Award and a 2008 Social Entrepreneurship Award from the Manhattan Institute.

Safehouse Crisis Center Celebrates New Center

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Jeffrey Byrne + Associates proudly partnered with Safehouse Crisis Center for a successful $1.2 million campaign to build a new center in Pittsburg, Kansas.

From left to right: Ron Scripsick, Jeannette Minnis, Susie Boldrini, Rebecca Brubaker and John Marshall.

On June 29, Safehouse Crisis Center celebrated the opening of its new center in Pittsburg, Kansas, and recognized the army of volunteers and donors of the “Building New Opportunities” campaign who were responsible for raising $1,200,000 for the new building.

Safehouse, started in 1979, serves seven counties in southeast Kansas, offering safety and advocacy services for victims of domestic violence, sexual assault and stalking. Clients can stay for a maximum of 90 days with the opportunity to benefit from transitional housing as needed.

The new shelter is nearly double the size of the previous shelter, providing much needed relief. It offers larger bedrooms and bathrooms, comfortable community rooms and modern kitchens for clients to utilize in preparing their own meals. The shelter will also offer services to men who are victims of domestic violence.

The “Building New Opportunities” campaign was launched following the conclusion of a Feasibility Study conducted by Jeffrey Byrne + Associates. “After learning from our consultant that conducting a campaign was indeed feasible, we knew right away that we needed to recruit dynamic leadership,” states Safehouse Executive Director Rebecca Brubaker. “We approached two long-time friends and prominent leaders within Pittsburg:  Susie Boldrini and Jeannette Minnis, and they were quick to sign on as campaign co-chairs. What soon transpired was way, way beyond our expectations.”

JB+A  campaign consultant John Marshall recalls “Rebecca and I sat down with Susie and Jeannette to discuss the campaign during which I suggested that it could take up to a year to raise the funds needed. Susie looked at Jeannette and then back at me and said, ‘We can get this done a lot quicker than that!’ ‘Hmmmnnn’ I remember thinking. However, after that, it became clear to me that they were truly a dynamic-duo.”

Once the campaign committee had been formed, they put forth an incredible effort, and reached their goal IN ONE MONTH! It was nothing short of spectacular and as John Marshall stated, “It was unlike any campaign I had ever been involved in before – simply amazing.”

At the victory celebration, co-chair Susie Boldrini graciously thanked everyone for their efforts and generosity. She closed with, “Once again, the Pittsburg community responded beautifully in supporting this tremendously important need. Raising $1.2 million in such a short period of time was a real testament to the compassion that exists within our caring community.”

JB+A was privileged to partner with the staff and volunteers at Safehouse in an effort which will have a profound and lasting impact on those who receive its crucial services.

Join Jeffrey D. Byrne for an expert panel discussion on how public policy and legislative issues are impacting philanthropy

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Over the last few years, the nonprofit sector has seen an increased level of interest on the part of elected officials, particularly on the federal level, in public policy and legislative issues impacting the sector. These issues range from the charitable tax deduction, to foundation and donor-advised fund “pay out” to PILOTs or other use taxes at the state or municipal level.

Join JB+A’s Jeffrey Byrne for a live webcast of an expert panel discussion on these issues that will affect our sector and how we can educate legislators on their impact.

July 14
10:00 a.m.-11:15 a.m. Central Time

Tax Policy and Other Changes in the Political Wind
hosted by The Giving Institute

Register now for this complimentary, live webcast

Panelists:
Suzanne T. Allen, Ph.D., President and CEO of Philanthropy Ohio
Jeffrey D. Byrne, Chair, The Giving Institute
Robert Collier, President & CEO, Michigan Council on Foundations
Sally Ehrenfried, Senior Manager, Philanthropy and Volunteer Engagement, Blackbaud

Moderator:
Jon Biedermann, Vice President, DonorPerfect

Be sure to read Jeffrey’s takeaways from Giving USA 2017: The Annual Report on Philanthropy for the Year 2016 for background on the state of fundraising in the U.S.

As members of The Giving Institute — Jeffrey D. Byrne is the 2015-2017 Chair of its Board of Directors — JB+A is pleased to share this special opportunity with you.

The Giving Institute, since 1935, has championed thought leadership on philanthropy and fundraising in the nonprofit sector. Through the Giving USA Foundation, The Giving Institute produces the Giving USA Annual Report on Philanthropy and other reports and partners with several groups to provide valuable research, data and thought leadership on topics and trends impacting charitable giving.

 

Key Takeaways from Dr. Rooney’s KC Presentation of Giving USA 2017

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JB+A was proud to join U.S. Trust and Nonprofit Connect in hosting Giving USA 2017: The Annual Report on Philanthropy for the Year 2016 in Kansas City on June 16 at the Kauffman Foundation Conference Center.  2017 marked JB+A’s 12th year of bringing Giving USA to Kansas City, and this year’s report was presented by Dr. Patrick Rooney, Associate Dean for Academic Affairs and Research and Professor of Economics and Philanthropic Studies at Indiana University’s Lilly Family School of Philanthropy.

Here are some Key Takeaways from Dr. Rooney’s presentation of the Giving USA 2017 report:

Philanthropy and Politics
“More people donate each year than vote,” explained Dr. Rooney, “and the issues most spoken about in 2016 political dialogue were the recipients of the most giving: arts/culture/humanities, environment/animals, health and international affairs.”  Dr. Rooney stressed this may or may not be a “causal” relationship, but pointed out the correlation was hard to ignore. And we may see more clearly the true impact of this “politically-motivated” type of giving in 2017 data.

Giving by Foundations and the 5% Payout Rate
While giving by all three types of foundations – independent, operating and community – increased, the growth was more moderate in 2016.  “Giving by Foundations is more predictable, because of the 5% payout rate*,” said Dr. Rooney, “And independent foundations provided the majority of grantmaking in both 2015 and 2016.” This moderate rise in giving may be attributable to a two-year lagged effect from S&P 500 performance.

But in the midst of ongoing scrutiny and debate about whether private foundations distribute a big enough portion of their assets, Dr. Rooney shared his analysis on increasing the payout rate: “We ran some numbers, to see if increasing the payout rate to 10% would bankrupt foundations.  It would take more than 100 years for that to happen, so in short, the empirical evidence is that increasing the payout rate would not bankrupt foundations.”

*Refers to the payout requirement that is the minimum amount private foundations must spend each year for charitable purposes. By law, private non-operating foundations must distribute five percent of the value of their net investment assets annually in the form of grants or eligible administrative expenses.

Public-Society Benefit and Donor-Advised Funds
Dr. Rooney recognized that “not everyone understands the composition of the Public-Society Benefit subsector.” Organizations within this category include those related to voter education, civil rights, civil liberties, consumer rights and community/economic development as well as free-standing research institutions (for the sciences and public policy.)  This subsector also includes organizations that raise funds to distribute to nonprofits, such as the United Way, Combined Federal Campaigns and Jewish Federations.

National donor-advised funds (such as Fidelity, Schwab and Vanguard) are also included in Public-Society Benefit, and Dr. Rooney noted we are seeing strong increases in contributions to these types of giving vehicles.  “For only the second time since The Chronicle of Philanthropy initiated the Philanthropy 400 in 1991, United Way Worldwide was not listed as the top charity,” explained Dr. Rooney. “Fidelity Charitable took the top spot. In 2015, contributions to Fidelity Charitable grew 20% over 2014, while United Way saw a 4% drop in charitable receipts.”

Dr. Rooney offered that being able to continue to disaggregate donor-advised funds data in this category will shed more light on this topic.

Individual Giving and its Share of the Pie
Individual giving has declined from 84% of total giving in the five-year period ending in 1981 to 72% of total giving in the five-year period ending in 2016.  But Dr. Rooney reassured us individuals/households are still giving, they’re just doing so in more formalized ways (such as through private foundations and donor-advised funds) and reminded us that the single largest contributor to the increase in total charitable giving in 2016 was the increase of $10.53 billion in giving by individuals. He also pointed out the “democratization of philanthropy in 2016,” explaining that “The strong growth in individual giving may be less attributable to the largest of the large gifts*, which were not as robust as we have seen in prior years – suggesting this growth may have come from donors among the general population.”

Dr. Rooney stressed the power to increase giving is in our hands: “If every American household reallocated $5 a day of frivolous consumption to philanthropy, that would double household giving overnight.”  Dr. Rooney added, “It’s up to us as donors, but also as nonprofits – we need to make the case for philanthropy.”

*Giving USA refers to very large gifts as “mega-gifts” and sets that threshold every year.  In 2016, gifts of $200 million and above were tracked as mega-gifts.

Be sure to check out Jeffrey Byrne’s Top Five Ways Nonprofits Can Use Giving USA to improve their fundraising and JB+A’s recap of Giving USA 2017  findings.

Download the two traditional pie charts illustrating 2016 source contributions and recipients and share with Board members, your CEO and development staff.

Top Five Ways Nonprofits Can Use Giving USA

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Giving USA is a powerful tool:  it is the most trusted annual report on the sources and uses of philanthropy in the U.S., but it’s also a valuable resource in helping us improve philanthropy.  Nonprofit organizations can (and should) use Giving USA to help identify trends as well as opportunities to strengthen resource development efforts.

Here are my Top Five Ways Nonprofits Can Use Giving USA to improve their fundraising:

5. Understand the correlations between giving and economic factors
The stock market, personal wealth, personal income, GDP, corporate pre-tax profits and unemployment rates impact giving by all four sources (individuals, foundations, bequests and corporations). Trends are closely monitored by people “inside” and “outside” the philanthropy sector.
Be aware of changes in these indicators, anticipate how changes will impact donors and adjust fundraising strategies accordingly

4. Confirm or dispel myths about giving
Economic and political scenarios, complex societal issues, diverse giving platforms, wealth and capacity are just some of the drivers behind philanthropy.
Understand the context of these drivers, help manage expectations about giving and set realistic and achievable goals

3. Educate Board members, volunteers, donors and staff about the broad context of philanthropic giving
Help stakeholders better understand your organization’s funding patterns and potential

2. Be nimble in your fundraising and stewardship
Nonprofit fundraising must evolve as philanthropy evolves.  We are seeing an increase in the popularity of non-traditional giving vehicles (such as donor-advised funds and non-cash assets) and donors want more evidence of the impact of their gifts.
Listen to your donors and prospective donors – and tailor your strategies to match their needs and expectations

1. Recognize the “individual giving effect”
An estimated 87% of total giving in 2016 came from individuals, bequests and family foundations.
There are human beings involved in every gift; focus on developing and maintaining meaningful relationships

And remember:

Strengthen your case for support:  the best cases are realistic, relevant and compelling while being supported by the facts and clearly communicating the purpose, programs and financial needs of your organization.

Celebrate your impact: Americans give an average of more than $1 billion a day to help others.  Nonprofits and donors are doing great work.

Giving makes a difference, to both giver and recipient, but we can do more.  So spread the word about the good philanthropy has done – and the good it will continue to do.

I encourage you to download the two traditional pie charts illustrating 2016 source contributions and recipients and share with Board members, your CEO and development staff.

View JB+A’s recap of Giving USA 2017  findings here.

Check out key takeaways from Dr. Rooney’s 2017 Giving USA presentation in Kansas City.

About Giving USA
For over 60 years, Giving USA: The Annual Report on Philanthropy in America, has produced comprehensive charitable giving data that are relied on by donors, fundraisers and nonprofit leaders. The research in this annual report estimates all giving to all charitable organizations across the United States.  Giving USA is a public outreach initiative of Giving USA FoundationTM and is researched and written by the Indiana University Lilly Family School of Philanthropy. Giving USA FoundationTM, established in 1985 by The Giving Institute, endeavors to advance philanthropy through research and education. Explore Giving USA products and resources, including free highlights of each annual report at its online store at www.givingusa.org for more information.

About The Giving Institute
The Giving Institute, the parent organization of Giving USA FoundationTM, consists of member organizations that have embraced and embodied the core values of ethics, excellence and leadership in advancing philanthropy. Serving clients of every size and purpose, from local institutions to international organizations, The Giving Institute member organizations embrace the highest ethical standards and maintain a strict code of fair practices. For information on selecting fundraising counsel, visit www.givinginstitute.org. Jeffrey Byrne has the honor of Chairing The Giving Institute Board of Directors (2015-2017).

Giving USA 2017: An Estimated $390.05 Billion to Charity in 2016

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Giving by American Individuals, Foundations, Estates and Corporations Reaches a New High for the Third Straight Year
Giving by individuals drove the rise in total giving; all nine major philanthropy subsectors experienced giving increases–
for the sixth time in the last four decades

Jeffrey Byrne + Associates, Inc., U. S. Trust and Nonprofit Connect recently presented Giving USA 2017: The Annual Report on Philanthropy for the Year 2016 in Kansas City. Special guest Dr. Patrick RooneyAssociate Dean for Academic Affairs and Research and Professor of Economics and Philanthropic Studies at the Indiana University Lilly Family School of Philanthropy shared highlights from the report to a full house at the Ewing Marion Kauffman Foundation Conference Center. 

Americans donated an estimated $390.05 billion to charity in 2016, achieving an all-time high for the third year in a row. This figure also represents a 2.7 percent growth in current dollars (1.4 percent when adjusted for inflation) over the revised estimate of $379.89 billion for total giving in 2015. Total giving cumulatively grew 6.8 percent between 2014 and 2016.

These findings are contained in Giving USA 2017: The Annual Report on Philanthropy for the Year 2016.  The seminal report on charitable giving, Giving USA is the longest-running and most comprehensive evaluation of philanthropic trends in the United States. Giving USA is published by the Giving USA Foundation and is researched and written by the Indiana University Lilly Family School of Philanthropy.

The single largest contributor to the increase in total charitable giving was an increase of $10.53 billion (3.9 percent over 2015) in giving by individuals. “Despite three quarters of stock market volatility in 2016 and a turbulent election season, individual giving continued its incredibly important role in American philanthropy,” said Jeffrey D. Byrne, President + CEO of Jeffrey Byrne + Associates, Inc. “In addition, this strong growth in individual giving appears to be less attributable to ‘mega gifts,’ which were not as robust as in previous years, suggesting more of that growth came from donors in the general population.” Byrne is also Board Chair of The Giving Institute, sister organization to the Giving USA Foundation, a public service and public trust dedicated to providing the highest-quality information about philanthropy.

Giving to all nine major categories of recipient organizations grew, making 2016 just the sixth time in the past 40 years that this has occurred:  religion, education, human services, giving to foundations, health, public-society benefit, arts/culture/humanities, international affairs and environment/animals. “This growth in every major sector illustrates the resilience of philanthropy and the diversity of donor motivation,” said Byrne. “It also reinforces the importance of getting to know our donors better.”

As has long been demonstrated, there continued to be a link between the economy and charitable giving trends in 2016. National-level economic indicators include personal consumption, disposable personal income and the Standard & Poor’s 500 Index – all of which are associated with households’ permanent and long-term financial stability and affect giving. In 2016, both personal consumption and disposable personal income grew by nearly 4.0 percent over 2015. The S&P 500 finished the year up 9.5 percent after uneven performance for much of 2016 and a mixed economic picture in 2015. Total giving as a percentage of Gross Domestic Product (GDP) continues to hover around 2.0 percent as it has for the last six years.

Download the two traditional pie charts illustrating 2016 source contributions and recipients here.

Be sure to check out Jeffrey Byrne’s Top Five Ways Nonprofits Can Use Giving USA.

Check out key takeaways from Dr. Rooney’s 2017 Giving USA presentation in Kansas City.

The Numbers for 2016 Charitable Giving by Source
Three of the four sources that comprise total giving—individuals (72 percent of the total), corporations (5.0 percent) and foundations (15 percent)—increased their 2016 donations to America’s more than 1.2 million charities, according to the report.

 Giving by individuals totaled an estimated $281.86 billion, rising 3.9 percent (2.6 percent adjusted for inflation) in 2016. Giving by individuals grew at a higher rate than the other sources of giving.

  Giving by foundations increased 3.5 percent (2.2 percent adjusted for inflation) to an estimated $59.28 billion in 2016. Giving by foundations rose more slowly in 2016 compared to the stronger increases seen in recent years. Data on foundation giving are provided by Foundation Center.

  Giving by corporations is estimated to have increased by 3.5 percent (2.3 percent adjusted for inflation) in 2016, totaling $18.55 billion. Corporate giving increased modestly in 2016, in the wake of slower GDP growth and little movement in the share of pre-tax profits directed to giving.

 Giving by bequest totaled an estimated $30.36 billion in 2016, declining 9.0 percent (10.1 percent adjusted for inflation) from 2015. Gifts from bequests frequently fluctuate from year to year and are less influenced by economic factors.

The Numbers for 2016 Gifts to Charitable Organizations
Giving USA’s research also examines what happens within nine different recipient categories of charities.  In 2016, giving increased to all subsectors, but there were deviations from patterns seen in recent years. Giving to education saw relatively slower growth than in previous years and giving to international affairs, humans services and public-society benefit organizations grew despite few widely publicized natural disasters, which often drive contributions to these types of organizations. Environment/animal organizations experienced the fastest rate of growth of the nine subsectors in 2016, at 7.2 percent.

 Giving to religion increased 3.0 percent (1.8 percent adjusted for inflation), with an estimated $122.94 billion in contributions.

 

 Giving to education is estimated to have increased 3.6 percent (2.3 percent adjusted for inflation) to $59.77 billion.

 

 Giving to human services increased by an estimated 4.0 percent (2.7 percent adjusted for inflation), totaling $46.80 billion.

 

Giving to foundations is estimated to have increased by 3.1 percent (1.8 percent adjusted for inflation), rising to $40.56 billion.

 

Giving to health organizations is estimated to have increased by 5.7 percent (4.4 percent adjusted for inflation), to $33.14 billion.

 

 Giving to public-society benefit organizations increased by an estimated 3.7 percent (2.5 percent adjusted for inflation) to $29.89 billion.

 

 Giving to arts, culture and humanities is estimated to have increased 6.4 percent (5.1 percent adjusted for inflation) to $18.21 billion.

 

 Giving to international affairs is estimated to be $22.03 billion in 2016, an increase of 5.8 percent (4.6 percent adjusted for inflation).

 

 Giving to environment and animal organizations is estimated to have increased 7.2 percent (5.8 percent adjusted for inflation) to $11.05 billion.

Giving to individuals is estimated to have declined 2.5 percent (3.7 percent in inflation-adjusted dollars) to $7.12 billion. The bulk of these donations are in-kind gifts of medications to patients in need, made through the Patient Assistance Programs (PAPs) of pharmaceutical companies’ operating foundations.

New to this year’s edition of Giving USA is a special section on donor-advised funds, which provides analysis of major trends in both giving to and from these charitable vehicles.  Contributions to national donor-advised funds (such as Fidelity Charitable Fund, Schwab Charitable Fund, Vanguard Charitable Endowment Program and National Philanthropic Trust) are counted in the Public-Society Benefit subsector, and the proportion of giving to these funds as a percentage of giving to Public-Society Benefit has increased dramatically in recent years. Giving to donor-advised funds held in community foundations is counted in the Giving to Foundations subsector. Charitable giving to Foundations recovered in 2016 after a decline in 2015.

“As philanthropy is evolving, so are the tools and platforms through which people give,” says Byrne.  “As giving in America continues to reach new heights, I hope everyone can find ways to give that are meaningful for them, and feel confident that their giving is making a powerful difference and improving the way we all live.”

Explore Giving USA products and resources, including free highlights of each annual report at its online store at www.givingusa.org for more information.

The Giving Institute, the parent organization of Giving USA FoundationTM, consists of member organizations that have embraced and embodied the core values of ethics, excellence and leadership in advancing philanthropy. The Giving Institute member organizations embrace the highest ethical standards and maintain a strict code of fair practices. For information, visit www.givinginstitute.org.

For more information about the Indiana University Lilly Family School of Philanthropy visit www.philanthropy.iupui.edu.