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