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Giving USA 2018 Power. Point Presentation User’s Guide This Giving USA Power. Point is a replica of Giving USA’s “The Numbers” section in presentation form. This Power. Point is ideal for use in the classroom, for educating nonprofit boards, and for comprehensive presentations on the U. S. charitable landscape.

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6 Giving USA 2018 The Annual Report on Philanthropy for the Year 2017 Researched and written by

Giving USA Supporters 7 Platinum Supporters Aggie Sweeney, CFRE Alexander Haas Alexander Macnab & Company M. Anne Murphy The Alford Group, Inc. Aly Sterling Philanthropy Angela Hodson Arnoult & Associates, Inc. Arthur Alley Associated Association for Healthcare Philanthropy Beazley Foundation Benefactor Group Benevon Bentz Whaley Flessner Bill Tedesco Blackbaud Brenda Asare Campbell & Company Carlson Fund Raising, LLC Carlton & Company Christopher Looney Clear. View CRM Community Brands Cramer & Associates David, and Patricia Shufflebarger Diane Knoepke Dini Spheris Donor. Search Dunham+Company Evans Consulting Group LLC Falk Consulting LLC Giving Tech Labs Global Advancement Graham-Pelton Consulting, Inc. Green Oak Consulting Group Grenzebach Glier and Associates Heaton Smith Group The Hodge Group Jamie Phillippe Jay and Christie Love Jeffrey Byrne + Associates, Inc. Johnson, Grossnickle & Associates Josh Birkholz Joyaux Associates Karen Rotko-Wynn KCI-Ketchum Canada, Inc. Kellogg Organization, Inc The Lapin Group, LLC Laura Mac. Donald, CFRE Maree G. Bullock in Recognition of Jimmie R. Alford Margaret and Tom Mesaros Marts & Lundy Mary Kaufman-Cranney The Monument Group Neon. CRM Phoenix Philanthropy Group Prasad Consulting and Research QGiv Richner + Richner Ruotolo Associates, Inc Ryan Woroniecki Sandy Macnab, FAHP, CFRE Schwab Charitable Philanthropy Fund Sentergroup, Inc. Sharon Tiknis The Curtis Group True. Sense Marketing Virgil Scott Consulting, Inc. Wendy Hatch Wendy Mc. Grady Westfall Gold Winkler Group The Yunker Group, Inc.

Overview 8 • What is Giving USA? • 2017 contributions, by source and recipient type • Rates of change for giving in last two years, by source and recipient type • Trends in total giving • Economic trends and giving • Trends in giving by source • Trends in giving by recipient type • Trends in volunteering • Trends in number of nonprofit organizations

What is Giving USA? 9 • The longest running, annual report on U. S. charitable giving • Estimates for: • Sources of giving • Amounts received by type of organization • Published by Giving USA Foundation. TM • Begun in 1956 by the American Association of Fundraising Counsel, now The Giving Institute • Made possible by contributions from The Giving Institute member firms, foundations, and other donors • Researched and written by the Indiana University Lilly Family School of Philanthropy

2017 contributions: $410. 02 billion by source (in billions of dollars – all figures are rounded) 10

2017 contributions: $410. 02 billion by type of recipient organization (in billions of dollars – all figures are rounded) 11

Changes in giving by source 2015 2016, 2016 2017, and 2015 2017 (in current dollars) 12

Changes in giving by source 2015 2016, 2016 2017, and 2015 2017 (in inflation-adjusted dollars, 2017 = $100) 13

Changes in giving by type of recipient organization, 2015 2016, 2016 2017, and 2015 2017 (in current dollars) 14

Changes in giving by type of recipient organization, 2015 2016, 2016 2017, and 2015 2017 (in inflation-adjusted dollars, 2017 = $100) 15

Total giving, 1977 2017 (in billions of dollars) 16

Giving by individuals, 1977 2017 (in billions of dollars) 17

Giving by foundations, 1977 2017 (in billions of dollars) 18

Giving by bequest, 1977 2017 (in billions of dollars) 19

Giving by corporations, 1977 2017 (in billions of dollars) 20

Giving by source: Percentage of the total in five-year spans, 1978 2017 (in inflation-adjusted dollars, 2017 = $100) 21

Total giving by source in five-year spans, 1978 2017 (in billions of inflation-adjusted dollars, 2017 = $100) 22

Trends in total giving, 1977 2017 (in billions of dollars) 23

Total giving as a percentage of Gross Domestic Product, 1977 2017 (in inflation-adjusted dollars, 2017 = $100) 24

Total charitable giving graphed with the Standard & Poor's 500 Index, 1977 2017 (in billions of inflation-adjusted dollars, 2017 = $100) 25

Individual giving as a percentage of disposable personal income, 1977 2017 (in current dollars) 26

Corporate giving as a percentage of corporate pre-tax profits, 1977 2017 (in current dollars) 27

Giving to religion, 1977 2017 (in billions of dollars) 28

Giving to education, 1977 2017 (in billions of dollars) 29

Giving to human services, 1977 2017 (in billions of dollars) 30

Giving to foundations, 1978 2017* (in billions of dollars) 31

Giving to health, 1977 2017 (in billions of dollars) 32

Giving to public-society benefit, 1977 2017 (in billions of dollars) 33

Giving to arts, culture, and humanities, 1977 2017 (in billions of dollars) 34

Giving to international affairs, 1987 2017* (in billions of dollars) 35

Giving to environment/animals, 1987 2017* (in billions of dollars) 36

Giving by type of recipient: Percentage of the total in five-year spans, 1978 2017* (adjusted for inflation, 2017 = $100; does not include “unallocated”) 37

Total giving by type of recipient organization in five-year spans, 1978 2017* (in billions of inflation-adjusted dollars, 2017 = $100; does not include “unallocated”) 38

The number of 501(c)(3) organizations, 2007 2017 39

Total dollars contributed to donor-advised funds, 2008 -2014 (current dollars) 40

Average contributions by type of recipient organization for donor-advised funds, 2015 41

References 42 1. All data in this section are reported as estimates, which are subject to revision. To provide the most accurate estimates for charitable giving, as new data become available, Giving USA revises its estimates for at least the last two years. See more about how Giving USA calculates charitable giving by sources and uses in the “Brief summary of methods used” section of this report. 2. Data were provided by Foundation Center in April 2018 and are subject to revision. Data on giving by and to foundations is available in Foundation Center’s Key Facts on U. S. Foundations reports, available at Foundation Center’s website at www. foundationcenter. org. 3. See Foundation Center’s Key Facts on Family Foundations reports at www. foundationcenter. org. 4. Same as note 1. 5. Same as note 1. 6. Same as note 2.

References 43 7. Same as note 1. 8. Same as note 2. 9. Same as note 1. 10. Same as note 1. 11. Same as note 1. 12. These figures do not include changes in giving of less than one percent, which are considered flat for Giving USA purposes. 13. Same as note 1. 14. The 5. 6 percent increase for giving by itemizing individuals/households includes Giving USA’s adjustment for mega gifts and disaster giving. See the special “Disaster Giving in 2017” chapter of the report for more information. 15. See the “Brief summary of methods used” section of this report for more information.

References 44 16. Same as note 2. 17. Same as note 3. 18. Same as note 1. 19. Same as note 1. 20. Same as note 2. 21. “Gross Domestic Product, ” Bureau of Economic Analysis, U. S. Department of Commerce, 2017, retrieved March 2018, www. bea. gov 22. These data are in current dollars. Data about corporate pre tax profits comes from: “Corporate Profits Before Tax by Industry, ” Bureau of Economic Analysis, U. S. Department of Commerce, 2017, retrieved April 2018, www. bea. gov/i. Table/index_nipa. cfm

References 45 23. Each year, CECP, in association with The Conference Board, presents an in depth analysis of the results of an annual survey of corporate giving trends in the publication Giving in Numbers, released free of charge to the public each fall. The report answers pressing questions reported by 250+ companies about the state of their corporate giving, rates of giving internationally, employee engagement, program management, and more. Giving in Numbers survey, CECP, in association with The Conference Board, 2018, www. cecp. co. Note that not all companies an swered all questions. Also, note that some of the data refer only to a matched set of companies that have participated in the survey in each year from 2015 to 2017, per the identified sample sizes in the references. Caution should be used in comparing results between Giving USA and CECP because CECP’s study is focused on businesses with more than $2 billion in annual revenue, while Giving USA includes businesses of all sizes. In addition, CECP’s sample is global, while Giving USA focuses solely on companies based in the United States. 24. Same as note 1. 25. Same as note 1. 26. For the purposes of Giving USA, rates of change less than one percent are considered flat.

References 46 27. Same as note 2. 28. Same as note 26. 29. Same as note 1. 30. “Methodology Papers, ” Bureau of Economic Analysis, U. S. Department of Commerce, retrieved May 2018, www. bea. gov 31. Same as note 21. 32. “S&P 500 Stock Price Index (S&P 500), ” Federal Reserve Bank of St. Louis, FRED® Economic Data, 2017, retrieved April 2018, http: //research. stlouisfed. org 33. Same as note 30. 34. “Personal Income and Its Disposition, ” Bureau of Economic Analysis, U. S. Department of Commerce, 2017, retrieved April 2018, www. bea. gov 35. Same as note 22. 36. Same as note 1.

References 47 37. The Nonprofit Research Collaborative (NRC) conducts an annual survey on fundraising trends across the nonprofit sector. In 2018, this collaboration included the Giving USA Foundation, the Association of Fundraising Professionals, CFRE International, the Association of Philanthropic Counsel, and the National Association of Charitable Gift Planners. In early 2018, the NRC surveyed U. S. and Canadian nonprofits to assess fundraising trends for the 2017 calendar year. The survey asked nonprofit leaders of public charities and foundations to report on changes in charitable revenue received and changes in the number of donors by specific donor type, among other questions. Data in this section come from the Winter 2018 Nonprofit Fundraising Survey report from the Nonprofit Research Collaborative, April 2018, www. npresearch. org. A convenience sample of 1, 222 respondents, 146 of them Canadian, constitutes the survey results.

References 48 38. This information was provided to Giving USA directly from the Blackbaud Institute in April 2018. The Blackbaud Index of Charitable Giving assesses changes in total charitable giving from year to year using a three month rolling median of the charitable revenue reported by a selected sample of U. S. nonprofits. This information reflects data on total charitable giving reported by 8, 868 organizations across the nonprofit sector, representing total charitable revenue of $31. 8 billion in 2017. Online giving data are reported by 5, 764 nonprofits with charitable support amounting to $3. 2 billion in 2017. Month by month Blackbaud Index data on both online and total giving are available at www. blackbaud. com/nonprofit resources/blackbaud index. Note that Blackbaud data are constantly being updated; therefore, figures published in Giving USA may vary from current figures.

References 49 39. Same as note 1. 40. “Colleges and Universities Raise $43. 60 Billion in 2017, ” Council for Aid to Education, February 6, 2018, www. cae. org 41. Same as note 38. 42. Same as note 1 43. Same as note 37. 44. Same as note 38. 45. Same as note 1. 46. Mario Di Mento and Drew Lindsay, “America’s Superrich Made Near Record Contributions to Charity in 2017, ” The Chronicle of Philanthropy, February 6, 2018, https: //www. philanthropy. com/article/America s Superrich Made/242446 47. Same as note 1. 48. Same as note 37.

References 50 49. Same as note 38. 50. Mario Di Mento and Drew Lindsay, “America’s Superrich Made Near Record Contributions to Charity in 2017, ” The Chronicle of Philanthropy, February 6, 2018, https: //www. philanthropy. com/article/America s Superrich Made/242446 51. Same as note 1. 52. Same as note 38. 53. Same as note 37. 54. Same as note 1. 55. Same as note 37. 56. Same as note 38. 57. Same as note 1. 58. Same as note 38. 59. Same as note 1.

References 51 60. Same as note 37. 61. Same as note 38. 62. Same as note 1. 63. Same as note 1. 64. Table 25: “Tax Exempt Activities, ” 2017 Data Book, IRS, retrieved April 2018, https: //www. irs. gov/pub/irs soi/17 databk. pdf 65. “Pension Protection Act, ” United States Department of Labor, retrieved April 2018, http: //www. dol. gov/EBSA/pensionreform. html 66. Table 25: “Tax Exempt Activities, ” 2017 Data Book, IRS, retrieved April 2018, https: //www. irs. gov/pub/irs soi/17 databk. pdf

References 52 67. Giving USA Special Report on The Data on Donor-Advised Funds: New Insights You Need to Know (2018). Chicago: Giving USA Foundation™. The Indiana University Lilly Family School of Philanthropy estimates are derived from the 2008– 2014 microdata, Internal Revenue Service’s Statistics of Income Division, https: //www. irs. gov/statistics/soi tax stats 2014 charities and other tax exempt organizations microdata files; National Philanthropic Trust estimates are compiled from NPT’s annual reports. The most recent report is available at 2017 Donor-Advised Fund Report, National Philanthropic Trust, 2017, https: //www. nptrust. org/daf report/index. html. All values in current dollars.

References 53 68. Giving USA Special Report on The Data on Donor-Advised Funds: New Insights You Need to Know (2018). Chicago: Giving USA Foundation™. The Indiana University Lilly Family School of Philanthropy original research using IRS Form 990 Schedule I data and direct granting data from donor advised fund sponsoring organizations. For 2015, we tracked $7. 0 billion in grants, or 49 percent of the estimated total of grants from donor advised funds according to NPT (National Philanthropic Trust, 2017 Donor-Advised Fund Report, National Philanthropic Trust, 2017, https: //www. nptrust. org/daf report/index. html). Note that the “to Foundations” category for Giving USA cannot be directly compared to the “Community Foundations” for donor advised funds because the aggregate Giving USA giving by type of recipient organization estimate also includes giving to private foundations, which are not included for grants from donor advised funds. Donor advised funds are prohibited from granting to private foundations.

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