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