philanthropy when major donors only give to … · 2019. 3. 6. · oxfam australia track supported...

PhilanthropyWHEN MAJOR DONORS ONLY GIVE TO UNIVERSITIES WHAT SHOULD THE REST OF US DO?

Speaker oneMicah Demmert MFIA

Major Gifts Manager

Oxfam Australia

Track supported by

1. Paul Ramsay Foundation $83.1m Health and Education

2. Ian Potter Foundation $35.4m Arts, Education, Health

3. Graham and Louise Tuckwell $30m Education

4. Minderoo Foundation $18.7m Health, Indigenous, Education

5. Lowy Foundation $18m Medical Research, Arts

6. Kinghorn Foundation $15m Medical Research

7. Susan and Isaac Wakil Foundation $14.7m Health, Arts

8. Myer Foundation $13.3 Arts, Education

9. Packer Family Foundations $10.3 Health, Education

10. Clive Berghofer $10m Medical Research

Source: AFR magazine, April 2018

Big gifts in Higher Education in 2018 included:

• $30m to LaTrobe University from an anonymous donor, helping the University to reach its $50m campaign goal, and set a new target of $100m

• $30m to the University of Melbourne from Jane Hansen and Paul Little

• $16.4m from the Paul Ramsay Foundation to the University of Newcastle

• $13.5m from Andrew and Paula Liveris to the University of Queensland

• $10m from Marcus Blackmore and Caroline Furlong to Southern Cross University

• $10m from Len and Margarete Ainsworth to Western Sydney University

• $10m from the Kinghorn Foundation to the Australian-American Fulbright Commission to support Fulbright Future Scholarships.

Source: FR&C, 2019

Big gifts in the Health Sector in 2018 included::

• The Paul Ramsay Foundation's gift of $11.33m to the Burnet Institute's Eliminate Hepatitis C Australia

Partnership

• The late Geoffrey Carrick's bequest of $9.85m to the Royal Flying Doctor Service and Children's Hospital Foundation

• A $5m gift by Carl and Wendy Dowd to the Florey Institute, matched by another $5m from Florey Chairman Harold Mitchell

• $2.5m from Neil Balnaves and the Balnaves Foundation to the Menzies School of Health Research's Hearing for Learning initiative

Source: FR&C, 2019

“Universities, the arts and medical research are the beneficiaries of the biggest gifts. It's not uncommon for a top-tier university to raise more than $50 million each year. Thanks to its alumni networks the tertiary sector is considered one of the most sophisticated fund raising machines in the market.”

(Source: John McLeod, co-founder of the JBWere's Philanthropic Services division, which manages over $5 billion in charitable assets, and compiler of the Philanthropy 50 list, AFR, April 2018)

Government Grants

42%

Other income50%

Donations and Bequests

8%

Source: The Conversation, Mar 2017

2005 2005 revised 2016

Total Donations from Individuals $7.7b $10.1b $12.5b

• Donor numbers 13.4m 13.4m 14.9m

• Percentage 87% 87% 81%

Average Donation $424 $553.92 $764.08

Median Donation $100 $130.64 $200

(Source: Giving Australia, QUT, 2016)

Source: The Conversation, Mar 2017

Source: The Conversation, Mar 2017

0

500

1000

1500

2000

2500

3000

MelbourneUniversity

University ofSydney

AustralianNational

University

University ofQueensland University of

AdelaideMonash

University UNSWSydney University of

WesternAustralia

$$

Mill

ion

s $

$Philanthropy

Total Income 2017

0%

20%

40%

60%

80%

100%

With DGR WithoutSource: The Conversation, Mar 2017

1. Credibility

2. Ambition

3. Contacts

4. X-Factor

5. Ask For It

Source: The Conversation, Nov 2016 / Ross-CASE Report 2016

$0

$1,000,000

$2,000,000

$3,000,000

$4,000,000

$5,000,000

$6,000,000

2014 2015 2016 2017 2018

Total income Appeals Tied Untied

2 x Full time staff1 x 0.6 FTE1 x 0.5 FTE Trusts and Foundations

Total expenditure: $38,000

2 x Full time staff1 x 0.6 FTE1 x 0.5 FTE Trusts and Foundations

Total expenditure: $38,000

New product:

Thematic Proposals & Impact Report

New product:

The Oxfam Circle

2 x Full time staff1 x 0.6 FTE1 x 0.5 FTE Trusts and Foundations

Total expenditure: $38,000

New product:

Site visits

New product:

Face to face asking

2 x Full time staff1 x 0.6 FTE1 x 0.5 FTE Trusts and Foundations

New product:

Capital Campaign

Total expenditure: $38,000

2 x Full time staff1 x 0.56 FTE1 x 0.5 FTE Capital Campaign Support

Total expenditure: $38,000

New product:

Major Donor RG and multi-year pledges

New product:

Prospecting

2 x Full time staff1 x 0.6 FTE1 x 0.5 FTE Capital Campaign Support

Total expenditure: $38,000

New product:

Capital Campaign Committee

New product:

Stewardship plan

$50,000+ $100,000+

2014: 5 3

2018: 13 8

Products Processes

Thematic proposals & Impact Reports Appropriate budgeting

Site visits Board Peer Screening

Targeted functions The Oxfam Circle – donor club

Capital Campaign Multi-year pledges

Major Donor RG Prospecting

Stewardship Plan

Micah Demmert MFIA

micahd@oxfam.org.au

03 9289 9323