benchmarking year in review: how do we compare?
TRANSCRIPT
•
•
•
•
•
–
–
–
•
•
•
•
•
•
•
800.756.7483 | www.ruffalocody.com/fundraising
800.756.7483 | www.ruffalocody.com/fundraising
(in inflation-adjusted dollars, 2013 = $100)
800.756.7483 | www.ruffalocody.com/fundraising
The “Stubborn 2%” pattern continues.
• Havens and Schervish (1999) - $41 Trillion will
transfer between the next two generations.
• Updated recently to $59 trillion.
• 6% or more of this will go to charity given
historical patterns
• Accuracy/assumption is now under question.
• Will the money still be there?
• Longer lifespans, shifting priorities and demands.
THE “GREAT WEALTH TRANSFER”
7
http://www.bc.edu/content/dam/files/research_sites/cwp/pdf/A%20Golden%20Age%20of%20Philanthropy%20Still%20Bekons.pdf
http://www.forbes.com/sites/tomwatson/2014/06/11/the-transfer-of-wealth-trap-why-causes-should-probably-ignore-the-big-numbers/
http://plannedgivingadvisors.com/category/wealth-transfer/
8
vse.cae.org
© VSE from CAE
vse.cae.org
© VSE from CAE
vse.cae.org
© VSE from CAE
vse.cae.org
© VSE from CAE
vse.cae.org
© VSE from CAE
vse.cae.org
vse.cae.org
•
•
•
•
•
•
•
THE ADVANCEMENT
COMMUNICATIONS TOOLKIT
GENERATIONAL GIVING
17
From Edge Research/Blackbaud’s “Next Generation of American Giving”
- http://npengage.uberflip.com/i/147711
MILLENIAL CAUSE MOTIVATION
18
•
•
•
•
•
•
•
•
• Currents, Summer 2014Whitepaper on its way FA14
•
•
•
•
•
•
•
•
•
•
•
CASE STUDY:
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
26
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
40
•
•
•
•
•
•
•
•
•
•
•
CASE STUDY
CASE STUDY
$604
$3,487$4,098
$3,603
$21,135
$0
$5,000
$10,000
$15,000
$20,000
$25,000
1 year 2 years 3 years 4 years 5+ years
Alumni "Lifetime" Donor Value vs Maximum Donor Consistency
•
•
–
–
–
–
–
•
philanthropy.com
•
•
•
•
•
•
•
Download at: http://www.ruffalocody.com/multichanneltrends.
