50 Key Messages – The Final Messages!

We’ve made it to the end of the month and the end of our 50 key messages.

Many participants anticipated a greater culture of philanthropy. Findings from the qualitative research were generally optimistic about the future and a number of areas were earmarked for growth. Participants identified several areas of untapped potential with regards to giving and volunteering, particularly bequests and workplace giving. Accordingly, they foresaw a lot of potential for growth in these areas. Bequests were seen as currently underutilised and ripe to experience the anticipated intergenerational transfer of wealth in the coming decade as baby boomers pass on.

Workplace giving was seen by respondents as an important, yet underdeveloped, funding stream for the nonprofit sector that offers real but as yet unrealised opportunities for growth. Participants emphasised that workplace giving offers benefits to all involved; generating greater workplace satisfaction and through automated payroll deductions offering ease and convenience to donors. For NPOs it was seen to be particularly important because it provides a predictable income stream.

While there was largely consensus around the likelihood for increased giving in the future, there were mixed perceptions on trends in volunteering, with some suggesting it may decrease with the next generation or increase as baby boomers move into retirement. However, particular types of volunteering, notably virtual, flexible and skilled volunteering were predicted to rise.

There was strong speculation about the increased penetration of technology and social media, continually transforming the way in which people communicate, contribute and coalesce around issues. Society is witnessing the emergence of new forms of giving: virtual communities and volunteering, digital and text based, which were largely unpredicted. Next generation givers are expected to be engaged and shape the formation of many new and innovative means of fundraising. They will do it under their own terms, and organisations will need to be forward-looking, genuinely engaging with this cohort to learn their preferences to leverage opportunities in this new space.

Along these lines, participants anticipated greater democratisation of giving as participation increases through peer-to-peer fundraising and crowdfunding, but potentially smaller gift sizes. This may be a double-edged sword for NPOs as technology enables economic mobilisation of resources, but reliance on smaller gift sizes is not helpful for large projects, which have traditionally been financed through major gifts.

NPO participants anticipated more partnerships and amalgamations between NPOs as people seek to pool funds for greater impact, mutual benefit and cost savings. Philanthropists too saw the future characterised by collaboration and consolidation. Many participants in focus groups and interviews espoused the view that mergers and/or strategic partnerships between existing NPOs would be highly desirable, especially with a view to reducing fixed costs (e.g. administrative expenses). The current trend of multiple charities addressing similar if not the same causes was widely perceived by philanthropists as resulting in ‘wasted resources’. Such duplication was described as counterproductive and effectively diluting the impact of finite resources.

Nonprofit organisations felt that in order to secure funding in the emerging environment, good intentions were no longer enough; they need to be able to demonstrate effectiveness and value for money. However, many felt inadequate to provide such metrics. Greater focus by philanthropy on capacity building in the nonprofit sector was seen as an important path to increasing the impact of philanthropic giving. Many focus group and interview participants noted the lack of professional development training currently available for staff of NPOs. This issue was exacerbated by the desire to fund only direct delivery of charitable work, resulting in scarce investment in capacity building for staff.

Education was considered a key enabler of growth for Australia’s philanthropic sector; normalising giving amongst the public, and enhancing the professionalism of those who work in the sector. There was a widely shared belief in the broadened definition of giving beyond just monetary contributions. There was also an identified need to normalise giving behaviours by shifting perceptions of giving from an act of wealthy citizens, to one that is routinely engaged in by ‘average Australians’.

There were mixed feelings about the balance between government maintaining responsibility for addressing public needs, and shifting this responsibility further towards the philanthropic sector. Concerns were raised in focus groups and interviews about government withdrawal from funding of key social services and support and about the perceived lack of long-term government vision for the philanthropic and nonprofit sectors and the social value they deliver. There were also views expressed that there are very real limits to the extent to which philanthropy can shoulder the burden of ongoing shifts in social responsibility and that to the extent that any such shifts occur they must be backed by adequate government support for the philanthropic sector.

Overall, unlike earlier times characterised by loyal and longer-term giving practices, NPOs are now confronted by growing individual demands for demonstrations of transparency, closer scrutiny of operations and expectations for evidence of effectiveness, and expectations of involvement in decision-making and targeted and immediate forms of acknowledgment. If these demands are not met, there is increasing willingness to transfer allegiance to other more accommodating or aligned organisations.

To remain relevant and sustainable in these changing conditions and practices, NPOs will need to be more innovative; transparent; deliberate in engagement approaches; and sensitive to individual needs (that is, person-centred rather than organisation oriented). They will also need to take stock of and consider the rise of online giving platforms and communities and their self-organising capacities, as there is a real risk of formal organisations becoming redundant, or at least, less central to future generations of givers.

We hope you have enjoyed the 50 key messages from Giving Australia.

To read the full reports and factsheets, go to https://www.communitybusinesspartnership.gov.au/about/research-projects/giving-australia-2016/

If you have any questions about the project or are interested in hearing more about the Centre, please contact ACPNS at acpns@qut.edu.au

50 Key Messages – How has giving changed since 2005?

Since 2005 there have been significant changes to the social, political and economic landscape not only in Australia, but throughout the world. The GFC affected donations quite significantly in Australia with the total amount donated and claimed as tax-deducible donations falling 10% from 2007-08 to 2008-09, and then falling a further 5% in 2009-10. While the amount donated then proceeded to rise, the percentage claiming tax-deductible donations has fallen every year since 2011-12 and currently sits at 33.4%. In 2004-05, when the first Giving Australia was conducted, 37.35% of taxpayers claimed tax-deductible donations.

But perhaps the biggest development since 2005 has been the advancement in technology. It has transformed giving by changing the way we communicate information, research and monitor organisations, make payments and contributions and the way we are able to form online communities.

Technology provides greater ease and efficiency in communicating information on the activities, goals and effects of organisations and causes to existing and potential givers and volunteers. Social media, particularly Facebook and Twitter, were identified as those tools most important for wider engagement and had the potential to attract a broader giving and volunteering audience. Aside from organisational communication, younger individuals reported drawing on technology and social media to communicate with peers and wider communities of interest to share information and mobilise action. Making these types of information available online helps donors to inform themselves and engage with a topic, as a precursor to relationship building. Communicating information about the NPO, cause or initiative is a foundational task in a prospective donor having trust in the initiative/organisation and having a relationship with the organisation.

Technology makes giving easier, a key element to increasing donations. But it also allows potential givers to undertake research on causes. It can be a double-edged sword, with negative stories about certain organisations directly affecting a person’s willingness to give to them.

I just happened to look online at [NPO] and read a whole bunch of bad comments from supposedly ex-employees and disgruntled ex-employees that implied that new management had come in, programs had been cut and a greater percentage of money was going to marketing and a lower percentage of money was going to actually doing what they said they were doing. I don’t have time to look into that, they just got chopped from the list. They’ve probably lost $700 to $1,000 from me. Is that fair? I don’t know (Focus Group -young HNWI).

Other concerns about technology were raised including a ‘digital divide’ between younger and older Australians which could make it difficult to decide which media to use if trying to target a wider audience. Many organisations lacked the ability to fully leverage the scale, scope and efficiencies offered by technology and poor technology use was seen as worse than no technology use in many cases.

Alongside the many benefits of technology and social media, participants also highlighted concerns related to security, the cost of upkeep and the de-socialising effects of excessive de-personalised communication. The implication was that organisations need to invest time and effort keeping their websites and other social media outlets up to date, engaging and monitoring this to retain a level of ‘quality’.

Recognition of the benefits of technology and social media aside, there remained a strong view that face-to-face relationship building and communicating will remain just as important in the future as it did in the past. Online and digital giving offered many opportunities for initial connections, but to retain these givers, an ongoing relationship was necessary and personalised communication was required.

To read the latest Examination of Tax-Deductible Donations Made By Individual Australian Taxpayers in 2015–16 , go to https://eprints.qut.edu.au/119001/

To read the full reports and factsheets, go to https://www.communitybusinesspartnership.gov.au/about/research-projects/giving-australia-2016/

50 Key Messages – Business Giving: How do businesses choose who to give to

Today we are looking at how businesses choose which organisations to give to. The Giving Australia study revealed a distinct difference between SMEs and large businesses in their approach to giving. SME giving was largely ad hoc, reactive and typically unstructured. If a suitable opportunity arose and was brought to the attention of the SME, a contribution may have been made, if the business could afford the money or resources at the time. SMEs, particularly those in regional areas, gave primarily to local causes. Some SMEs budgeted specifically for giving to the same organisations each year, while others gave a percentage of their profit or revenue. The majority of SMEs, however, had not allocated a set amount for giving each year, and typically gave to charities or NPOs on an ad hoc basis. Availability of resources constrained giving, and generally more was donated during ‘good’ years than in ‘lean’ years.

SMEs most favoured giving to the culture and recreation sector (45% of givers), followed by health (40%), social services (30%) and education and research (29%).

In dollar value, culture and recreation benefited most from overall SME giving, receiving $2.9 billion, mostly in the forms of sponsorships and donations. Social services received over $1.1 billion (largely from donations), while health received $962 million and education and research received $810 million, mostly through donations.

The largest barrier to making donations, or making more donations, was a lack of available funds. Over 50% of SMEs who did not make a donation cited this as their reason for not donating. SMEs that did give have normalised the activity in the belief that it is their responsibility, or obligation, to give back to the community. However, 18% of SMEs believed that it was not the business’ responsibility to make donations. A further 6% had not considered whether or not to make donations.

For large businesses and corporations, deliberate strategy drove the choice behind giving vehicles and modes. Qualitative and quantitative research suggested that giving vehicles and channels that enabled some involvement by employees and made progress towards a social impact tended to have most preferred status in large business and in particular, corporations’ strategy. These included payroll giving, volunteering, and community partnerships.

There was no single, standard formula or methodology that large businesses used to set their annual budget for giving, and budgets varied widely. Many large businesses, most of them corporations, used business sector benchmarks as a guide as to what they spend annually on giving. Other large businesses reported using a formula of 1 per cent of pre-tax profit.

Collectively, education and research, health, and social services received 81% of all large business giving. This was followed by environment and animal protection and culture and recreation, receiving 16% of the total giving. The qualitative research suggested that most large businesses focused their giving in areas that aligned in some manner with the nature of their business or industry; and in areas of activity most likely to have some impact on their stakeholders.

To read the full reports and factsheets, go to https://www.communitybusinesspartnership.gov.au/about/research-projects/giving-australia-2016/

50 Key Messages – Technology

Two-thirds of charities surveyed believed that technology was quite or extremely important for the future of giving and volunteering. However, only one-fifth (20.1%) of respondents to the charity survey felt that they were currently using technology quite or extremely well.

Most organisations surveyed were engaging to some extent with these technologies, having at least a web page (76.6%) and/or social media presence (59.1%). Charities with paid staff or revenue of $100,000 or more had more capacity to engage in human resource-heavy forms of communication like updating websites and maintaining a social media presence.

Charities from the animal protection, law, advocacy and politics, international and culture and recreation sectors had the highest uptake of both websites and social media.

In terms of websites, only 46.8% reported the website was optimised for mobile technology, and even fewer (36.2%) could receive donations through their website. The purpose was primarily information hosting (96.3%), sharing news (71.3%) or promoting events (51.7%). Use of websites for more active management of operations, or appealing for specific items, was much less common.

Social media was viewed as being particularly important for advocacy-type organisations that were able to tap into news and current events. Like websites, most survey respondents using social media saw it as an information channel (92.7%) or for communication with members and supporters generally (79.2%), including promoting events (75.9%), rather than a means of transaction (7.1%). Qualitative participants felt the reasons for this could include difficulties converting past ‘asks’ on social media into tangible results. Consistency of social media posting was also mixed. While at least half of respondents updated their social media accounts at least several times per week, many posted relatively infrequently.

With the increased uptake of technology, focus group and interview participants felt that giving behaviours had become more collaborative, especially through the use of crowdfunding and peer-to peer fundraising. These platforms offered enormous benefits to donors and organisations according to participants. The collaborative, social element to peer-to-peer fundraising could help build a sense of connection among supporters with common interests. However, converting supporters of peer-to-peer fundraising events into regular donors was reported as particularly challenging. People may be interested in the event or supporting a friend, colleague or family member, but not necessarily as interested in the cause or the organisation behind the event.

To read the full reports and factsheets, go to https://www.communitybusinesspartnership.gov.au/about/research-projects/giving-australia-2016/

50 Key Messages – Tax-Deductible Giving

The end of the financial year is fast approaching so it is time to give those last minute tax-deductible donations to your favourite charities. But how common is claiming tax-deductible donations in Australia?

The annual ACPNS investigation of tax-deductible donations revealed that in 2015-16 33.4% of taxpayers claimed tax-deductible donations totalling $2.9 billion. The average donation was $633.72, while the median donation was $110. This is similar to the results from Giving Australia where the average donation was $714.61.

The data has consistently showed that a greater proportion of female taxpayers claim deductions than male taxpayers, although male taxpayers give more on average.

Not surprisingly, the more one earns, the more one claims as a tax-deductible donation. Similarly, taxpayers in higher income brackets are more likely to claim deductions for donations than those in lower income brackets (e.g. 57.15% of taxpayers in the $1 million or more income band claimed a deduction, compared to 33.4% of all taxpayers).

Not all donations by individuals are tax-deductible, often because the recipient organisation is not a DGR such as most religious organisations. Even if the donation is tax-deductible many are not claimed by individual taxpayers for a range of reasons. Giving Australia revealed that the most common reason for not claiming a tax‑deductible donation was choosing not to make any claims, followed by not keeping receipts.

Before donating, 16.7% of survey respondents checked the organisation had tax-deductible status, 5.8% checked it was a Public Benevolent Institution and nearly 12% checked the organisation was registered with the ACNC. Nearly 60% did none of these before making a donation, perhaps because they already knew the organisation’s DGR status.

To read the latest Examination of Tax-Deductible Donations Made By Individual Australian Taxpayers in 2015–16 , go to https://eprints.qut.edu.au/119001/

To read the Giving Australia full reports and factsheets, go to https://www.communitybusinesspartnership.gov.au/about/research-projects/giving-australia-2016/

50 Key Messages – Volunteer Recruitment and Recognition

Today is the final day of Volunteering Australia’s National Volunteering Conference so we are going to take a look at volunteer recruitment and recognition.

Almost all charities responding to the Giving Australia charity survey had help from volunteers in carrying out their mission in their most recent financial year (93.4%). Charities were most likely to have between 1 and 19 volunteers (46.2%) or 20–99 volunteers (35.2%). Only 12% of charities had 100 or more volunteers.

In terms of the management support provided to volunteers, of the respondent organisations with volunteers, 56.7% had a training program (for 18% this was a formal program, and for 38.7% this was an informal program), 39.3% had position descriptions for volunteers, while only 6.4% had formal contracts for their volunteers. Managers of volunteers were seen by many focus group and interview participants as critical to the success of the organisation but it was challenging to support ad hoc volunteering arrangements while trying to meet the organisation’s need for certainty around the timing and quality of particular outputs of volunteer work. Managers of volunteers, when interviewed felt that there can be a lack of understanding and support for their role perhaps due to it growing organically from an existing role until there are substantial numbers of volunteers.

Some 62.3% of respondents to the charity survey actively recruited volunteers in 2016. Organisation size did not affect the likelihood of volunteer recruitment. Word of mouth was the most common method of recruiting volunteers, but a paid manager/coordinator of volunteers was considered the most useful. Organisations with a manager of volunteers (paid or unpaid) had greater success recruiting volunteers (52.7% quite or extremely successful) than organisations without a manager of volunteers (37.8%).

The top reason respondents to the charity survey did not engage in volunteer recruitment in the past financial year was having no need for extra volunteers. This was followed by not having the staff or volunteer resources to undertake recruitment. Under-resourcing, including due to government grants described as insufficient to meet costs, was also noted as impeding volunteer recruitment efficiency, and inclusiveness.

… it is really hard for under-resourced organisations to be inclusive in their volunteering practices. So we know that there are multicultural communities who embody the principles of volunteering in their everyday life but they don’t connect with the formal volunteering sector because there are no pathways for them to do so, and we find the same thing with people with mental health barriers, people with disabilities and that sort of thing as well, organisations – so 46% of organisations that we surveyed cannot, because of under-resourcing, take on volunteers with barriers.

– Interview, Volunteering peak body, ACT

In terms of volunteer recognition, public acknowledgment of individual volunteers was the most commonly reported way to recognise volunteer contributions (55.7%), followed by a special gathering/celebration or personal written thank you. However, close to 15% of respondents reported that their organisation did not provide any formal recognition to their volunteers.

To read the full reports and factsheets, go to https://www.communitybusinesspartnership.gov.au/about/research-projects/giving-australia-2016/

50 Key Messages – Why Volunteer?

Today we are continuing our look at volunteering due to Volunteering Australia’s National Volunteering Conference being held in Sydney. Today we are going to look at the reasons why people do and do not volunteer.

The reasons for volunteering were often closely aligned with the reasons for giving money. For many, volunteering has been an important part of their childhood and upbringing and resonates with their other values. Even more so than with giving money, the sense of satisfaction from using knowledge, experience and skills to contribute to the community was highlighted among volunteers. Reciprocity was also identified as a strong driver for volunteering.

Qualitative participants spoke of volunteering offering personal mental health benefits. This was seen by managers of volunteers as an interconnected relationship whereby providing help for others in an altruistic way bestowed mental health benefits on the volunteers, which in turn would benefit society as a whole. One participant mentioned in particular how volunteering could give young people a sense of focus and direction in life, which in turn could go on to provide societal benefits. Another motivation for volunteering, particularly for younger volunteers, was the ability to obtain practical skills or course requirements.

One of the most prominent motivators identified by focus group participants from culturally and linguistically diverse (CALD) communities was the sense of responsibility to one’s community. This responsibility appeared to be linked to a childhood experience, and focus group participants described modelling their behaviour on family members or teachers. For many, this sense of responsibility went further and developed into a way to stay connected to their community and/or culture. For others, there was a strong socialising benefit for volunteers born overseas, which helped them to learn about Australian society and fit in better, as well as to secure employment. Descriptions of factors influencing giving and volunteering were generally heartfelt and not undertaken for personal gain or acknowledgment.

Barriers to volunteering were also discussed in the interviews and focus groups. Just as with giving, social changes limiting personal spare time were a notable barrier to volunteering participation. Multiple participants noted that women are less likely to be full-time in their home, and are instead balancing work, life and family. This shift diminishes the amount of time that women could perhaps have devoted to charitable work. It was reflected that in times past, many workers were able to maintain a more clearly compartmentalised work and home balance. Where work hours previously occurred between set hours (often 9 am–5 pm), participants perceived that employment is now more fluid. This lifestyle shift was noted to include irregular hours and/or scope to take work home and work off-site. Inconsistency and fluidity of paid employment commitments had influenced the scope to secure volunteers, who once might have been able to commit to regular weekly/monthly voluntary shift hours, but now required flexibility to engage in voluntary activities in conjunction with an unpredictable paid employment schedule.

To help combat this, half (49.6%) of all organisations with volunteers surveyed offered virtual volunteering opportunities, where people could volunteer without being physically at the organisation. Most commonly, these opportunities involved volunteering online. Other ways people could volunteer virtually included promoting the organisation via social media and using phone or Skype to help in reading programs, mentoring, coaching or maintaining contact with vulnerable persons.

Turning attention to strategies that might move spontaneous volunteering to a more committed form, participants felt that greater government acknowledgment of their contribution to society, and recognition or reimbursement of the often considerable out of pocket expenses incurred, would assist. While individual and organisational tax incentives were noted as being important to the giving of money, there was a much greater debate on this matter with respect to its effect on volunteering.

Recognising the change occurring within the community and the sector, leading to uncertainty of funding and sometimes fewer/shorter/narrower volunteering opportunities, several participants suggested a national database or volunteering passport allowing people to move more freely between projects and organisations, without the need for additional review and monitoring. A further idea was the ‘modularisation of volunteering’, also described as ‘Uberisation of volunteering’ (Focus group, Managers of volunteers, VIC); that is, introducing a higher level of mobility or transferability to volunteering so volunteers can easily complete tasks for multiple organisations.

Both our data and extant research shows that people are more likely to give and volunteer to those organisations they know and trust and those they believe can genuinely make a difference. This finding points to the need for organisations to strategically examine their relationships with volunteers, and devote more time to thinking about activities that will facilitate and sustain this trust over the longer-term.

To read the full reports and factsheets, go to https://www.communitybusinesspartnership.gov.au/about/research-projects/giving-australia-2016/

50 Key Messages – Volunteering

Volunteering Australia’s National Volunteering Conference kicks off today so what a great time to talk about the wonderful people that enable so many of our community organisations to run every day.

Overall, 43.7% of Australians volunteered an average of 134 hours (median was 55 hours). This equates to a total of 932 million hours for the Australian population. Women were more likely to be volunteers than men (46.9% vs. 40.3%) as were those aged between 35 and 54 years. However, older volunteers contributed the most time on average (193 hours in the year – that’s 3.7 hours a week).

Couples with dependent children living at home had the highest volunteering rates (51.8%), followed by those living in a group household of related adults and children (50.9%). Those living alone contributed the most hours on average over the year (176 hours), followed by couples with no children at home (158 hours) and couples with independent children living at home (153 hours).

While our volunteers are valued for all their contributions they give with their time, they also give more than non-volunteers financially too. Some 87.4% of volunteers also made at least one monetary donation. Those who were volunteers, as well as monetary donors, gave, on average, $1,017.11 while those who were monetary donors but were not volunteers gave, on average, $536.69.

The types of organisations for which most respondents commonly volunteered were quite different to those that were most common for donations. In 2016, around one-fifth of volunteers volunteered for primary and secondary education and sports organisations. A further 18.3% volunteered for religious organisations. Health (including medical research), social services and emergency relief were also commonly listed cause areas for volunteers. While women were more likely to be involved in primary and secondary education, men were more likely to volunteer for emergency relief organisations.

The cause area attracting the most volunteers differed according to age group. For those aged 18–24 years, religion, sports, health and social services were the most commonly reported cause areas. Only 3.1% of volunteers in this age group volunteered for environmental organisations, 4.4% for animal protection and 7.5% for international development organisations.

For those aged 35–44 and 45–54 years, the most commonly reported cause areas were primary and secondary education and sports, respectively. For those aged 65 years and older, religion, health and social services were most common.

To read the full reports and factsheets, go to https://www.communitybusinesspartnership.gov.au/about/research-projects/giving-australia-2016/

50 Key Messages – Non-donors

Let’s talk about non-donors. A fifth of all Australians did not give money to an organisation. More than half of these non-givers (55.7%) reported they cannot afford to give. The next three reasons, however, all related to a lack of trust in the charity.

  • I don’t know where the money would be used (34.4%)
  • I think too much in every dollar is used in administration (32.8%), and
  • I don’t believe that the money would reach those in need (31.8%).

Some 48.1% of non-givers indicated that better information on how the money will be spent would influence their future giving. A quarter said they would give if they had more money. However, 22.3% said they would not be influenced by anything.

Other giving disincentives that came through strongly in interviews and focus groups were what participants termed intrusive fundraising: particularly evening phone calls and aggressive canvassers. This pressure presents a dilemma for participants as they generally believe in the cause or know it is important, yet are reluctant to give under perceived pressure. Furthermore, the ‘polished spiel’ of street fundraisers was considered widely to lack authenticity and pointed to the commercialisation of giving, something that some participants found abhorrent, and many felt uncomfortable about.

56% of the adult population were not volunteers. Just as with giving, social changes limiting personal spare time were a notable barrier to volunteering participation. It was reflected that in times past, many workers were able to maintain a more clearly compartmentalised work and home balance. Where work hours previously occurred between set hours (often 9 am–5 pm), participants perceived that employment is now more fluid. This lifestyle shift was noted to include irregular hours and/or scope to take work home and work off-site. Inconsistency and fluidity of paid employment commitments had influenced the scope to secure volunteers, who once might have been able to commit to regular weekly/monthly voluntary shift hours, but now required flexibility to engage in voluntary activities in conjunction with an unpredictable paid employment schedule.

Multiple participants noted that women are less likely to be full-time in their home, and are instead balancing work, life and family. This shift diminishes the amount of time that women could perhaps have devoted to charitable work. This was predicted to be a continuing trend.

A strong view emerged from the qualitative material that, although regulation was important to safeguard people and the industry, over-regulation worked against participation and progress, including the opportunities to be innovative and responsive to changes. There were also comments that some safety regulations were onerous and significant variations in state regulations concerning police checks were confusing and inefficient.

To read the full reports and factsheets, go to https://www.communitybusinesspartnership.gov.au/about/research-projects/giving-australia-2016/

50 Key Messages – Community Business Partnerships

Community partnerships are agreements (most frequently formal) between a business and an NPO for the business to give either funds, management time and capability, workplace volunteers (or all of these) to support the NPO realise its objectives or to deliver a jointly agreed objective. Partnerships of this nature require mutual obligation and most frequently require the business and the NPO to apply formal protocols and organisational capability to steward the relationship between the two parties.

Large business giving through philanthropy and strategic philanthropy has moved more towards allocating money, management time, workplace volunteers and other resources to community partnerships. Community partnerships accounted for 69% of the total value of large business giving ($6.2 billion).

SMEs did most of their giving through donations and community sponsorships, which tended to be transactional and demanded minimal management time. Some 18% of SME giving was through community partnerships ($1.6 billion), which typically sought to generate a social impact and required more management time and resources. While SMEs were broadening their giving to support community partnerships, most mid-tier businesses and almost all corporations were seeking to manage a portfolio of giving vehicles as part of their corporate strategy.

Twenty-two per cent of charities surveyed reported being currently involved in at least one partnership with business. The most common number of partnerships was one per organisation, though high numbers for some respondents increased the mean number to five. The highest reported number of partnerships for any one organisation was 100. Of those charities reporting involvement in partnerships, nearly half were involved with 2–5 partnerships. Only 9% were involved in 10 or more partnerships.

Just as large businesses reported an increase in partnerships, NPOs similarly were working towards more partnerships with businesses. Charities reported a range of benefits from their most significant community business partnership. Contributions of services and promoting the charity were the primary benefits identified by respondents, followed by monetary contributions.

Business executives indicated that most community partnerships included performance targets and indicators to assess if partnership investment and activity were making progress towards a partnership’s agreed objectives. This research also found that in corporations, considerable effort is applied to aligning workplace volunteering and some of the focus of workplace giving to corporate community partnerships. The rationale for this is to provide partnerships with more resources to maximise the opportunities to generate social impact (to ‘make a difference’).

The larger the business, the more community partnerships the enterprise tended to enter and manage. CEOs and senior managers reported that they undertook a smaller number of partnerships, each operating over a longer period and to which they allocated more resources. The strategic rationale for this was that such partnerships maximised the potential to generate beneficial social impact. This is consistent with the results from the charities survey where organisations with at least one paid staff member were more likely to be involved in a partnership that those run entirely on volunteers. Nearly one-fifth of charities that did not engage in partnerships identified a lack of staff or financial resources as the reason for not being involved. Interestingly, most respondents were open to business partnerships but viewed the barriers to doing so as prohibitive for various reasons, including: inability to match business’ priorities with their own; a lack of resources; or a lack of interest from business despite efforts to engage.

 

To read the full reports and factsheets, go to https://www.communitybusinesspartnership.gov.au/about/research-projects/giving-australia-2016/

50 Key Messages – The Future of Philanthropy

The popular vision for Australia’s philanthropic sector was a landscape characterised by collaboration and consolidation, along with increased capacity and impact.

The coming together of reductions in public funding and increasing community need is leading to ever greater competition for philanthropic dollars. Many participants in focus groups and interviews believed that mergers and/or strategic partnerships between existing NPOs would be highly desirable, especially with a view to reducing fixed costs (e.g. administrative expenses). The current trend of multiple charities addressing similar if not the same causes was widely perceived by philanthropists as resulting in ‘wasted resources’. Such duplication was described as counterproductive and effectively diluting the impact of finite resources.

Greater focus by philanthropy on capacity building in the nonprofit sector was also seen as an important path to increasing the impact of philanthropic giving. Many focus group and interview participants noted the lack of professional development training currently available for staff of NPOs. Participants highlighted the tension between donors wanting charity dollars to go directly to the charitable work being undertaken, versus resourcing the organisation to build their capacity to deliver programs and services more efficiently or effectively. A related barrier noted by philanthropists was not seeing a significant impact from giving, or feeling that not enough effort was being made to maximise the value of the gift in generating sustainable positive outcomes. Participants recounted quite different experiences of funding the same types of organisations, reiterating the point that quality of reporting and communication matters in perceptions of impact.

Increased transparency of both philanthropic and NPOs was repeatedly called for and viewed positively by the qualitative research participants. However, specific examples of how this might be achieved were notably lacking in the data. Tension existed between the need for effective giving to be demonstrated through reporting and evaluation and supporting innovative or unproven projects that meet emerging needs.

To read the full reports and factsheets, go to https://www.communitybusinesspartnership.gov.au/about/research-projects/giving-australia-2016/

50 Key Messages – Influence of Social Media and Technological Development on Philanthropy

Let’s talk philanthropy and technology.

Use of online technologies and social media was explored in the Philanthropy and philanthropists survey. Some 81.1% of survey respondents indicated their fund had a web presence. This was primarily used for:

  • promotion/brand presence (86.4%)
  • providing information on grants made/grantees (79.7%)
  • providing the history of the fund (79.7%)
  • providing details of board members/trustees (79.7%)
  • outlining grantmaking criteria (74.6%)
  • Sharing news (74.6%)

Participants noted that the philanthropic sector is drawing more on available technologies and data to communicate and collaborate, identify needs, match givers with recipients and enable giving. Examples included greater use of internet based communication technologies and social networking media to connect family members, directors/trustees and partnering organisations working across greater distances, whether this was connecting volunteers in rural or remote settings collaborating via Facebook, or overseas family members and philanthropic partners attending meetings via Skype. Indeed, 58.9% of funds used social media (primarily Facebook, Twitter and LinkedIn).

Participants also reported that the reach of social media and online technologies were changing awareness of where money can be given, how this can be done (for example, online) and who can be recruited to give or become an advocate of giving. There was recognition that online technologies and social media could be very effective in increasing access to relevant information and growing networks, but also that with this connectivity brings a level of risk, in that content created and shared by the network cannot be controlled.

As technologies and data become more accessible, there is a greater focus on process improvement and optimising use of available resources. Organisations are making more use of the available information and communication technologies, moving towards grants management software and utilising online applications for grants to provide efficiency improvements for both grantmakers and applicants. However this was still a relatively new phenomenon with three-quarters of funds surveyed not using grantmaking software. Some advocated greater use of technology in the philanthropic sector, but some expressed frustration at the absence of fit for purpose systems to support delivery, and felt that further improvements to the available technologies were needed before their adoption could provide greater effectiveness. Participants noted that technologies may open up more opportunities for younger or increasingly tech-savvy people to get involved with philanthropy and increase the capacity for philanthropists to connect with and learn from each other.

Despite the increasing uptake of social media, communication and donation technologies, preferences around their use still differed between individuals and participants noted that not everyone in the philanthropic sector would be interested or expert in using the available technologies. There was a strong sense that these do not necessarily replace approaches focused on personal contact.

To read the full reports and factsheets, go to https://www.communitybusinesspartnership.gov.au/about/research-projects/giving-australia-2016/

50 Key Messages – Grantmaking Priorities and Processes

Giving Australia found that philanthropists primarily supported social services, education and research and health organisations. More than half of respondents indicated that grant recipients must have charitable (TCC) status and two-thirds required recipients to have Deductible Gift Recipient (DGR Item 1) status.

More than 80% of respondents reported that they have a process to review areas of funding with 60% conducting this review annually. It was most common however (72.5%) for grantmaking priorities to not change significantly and when they did it was mostly a tightening of focus.

When it comes to grantmaking processes however, more than half indicated that these have changed significantly over the past 10 years.

The most frequently mentioned changes involved grant application structures or processes. This included moving to online applications (the most common change in processes reported), as well as initiating a two-stage process requesting expressions of interest from applicants prior to the submission of a full application. Other changes included:

  • grantmakers taking a proactive approach and seeking out organisations relevant to their priorities
  • establishment of clearer criteria in terms of focus areas or organisations that will be supported with grants
  • greater emphasis on detailed reporting from grant recipients, and
  • evaluation of effectiveness for both the funding recipient and grantmaking organisations themselves.

The emphasis on reporting and evaluation was seen as highly relevant to another emergent theme – a greater focus on achieving impact and longer-term outcomes. Changes in review and decision-making processes were seen as linked to:

  • a move towards greater due diligence and research into organisational capacity
  • improvements in the quality of reporting and use of data, and
  • early development of algorithm-based technology to assist review and decision-making.

To read the full reports and factsheets, go to https://www.communitybusinesspartnership.gov.au/about/research-projects/giving-australia-2016/

50 Key Messages – Collective Giving

Giving collectives, frequently also called giving circles, are groups of people who pool their donations and jointly decide how to allocate them. Giving circles pool donated funds, then make grants mostly to small, local nonprofit organisations or individuals. Circles educate their members about philanthropy and issues in the community, provide a social forum for members, and engage members in volunteering. Collective giving is an easy and social entry path into philanthropy and 38.5% of philanthropy respondents participate in collective giving.

Of those who participate in collective giving, 90% indicated they were motivated by the desire to encourage giving by others. Opportunities to network and belong to a community were identified as valued social aspects of collective giving, present for both philanthropists and the NPOs involved. Several participants observed that women may be more inclined towards collaborative models of giving which provide opportunities to connect with and learn from others involved in considered giving approaches. Although these social aspects were not viewed as the primary aim of giving collectives, they were mentioned multiple times as a perceived benefit to members – but one that could best be sustained by strong engagement with the underlying charitable purpose of the group.

Identified challenges of collective giving included sustaining the large amount of time and effort required by organisers and the need for broader awareness of collective giving opportunities among philanthropists. Although some focus group and interview participants expressed concern that collective giving should not detract from other philanthropic activity and the longer-term support required to address persistent social issues, there was a sense of optimism that collective giving is attracting new philanthropists, encouraging giving and could provide an opportunity to harness resources that might not otherwise go to the nonprofit sector.

To read the full reports and factsheets, go to https://www.communitybusinesspartnership.gov.au/about/research-projects/giving-australia-2016/

50 Key Messages – QLD Philanthropy Week – Nonprofit Capacity Building

Thinking about studying philanthropy and nonprofit studies at QUT? Get in quick, applications close this Thursday, 14th June 2018.

Giving Australia consistently found that human resources were the most valuable resource to charities, whether they were paid or volunteer. Furthermore, the primary reason listed for not fundraising or engaging in volunteer recruitment was not having the personnel (staff or volunteer) to undertake these roles.

Beyond staffing, having more knowledge and deeper understanding of fundraising best practice, the issues involved in volunteer recruitment, how community business partnerships work and how to run a social enterprise were all identified as important for improving NPOs’ support generation capacity. This may include training and professional development opportunities for existing staff as well as harnessing new technologies to effectively engage with current and future supporters. Research participants offered a number of thoughts on how to strengthen future giving.

Cooperation and collaboration

Opportunities for mutual benefit should be identified or created and may include collaborative funding arrangements, co-location and shared back of house costs.

Dedicated managers of volunteers

Having a paid or unpaid coordinator/manager of volunteers was found to be the most critical resource for recruiting and retaining volunteers, highlighting the importance of focused efforts and investing in human resources.

Professional development for the nonprofit sector

Specific skills gaps were identified in terms of outcomes measurement and corporate volunteering. Nonprofit CEOs and board members also needed development opportunities in monitoring and resourcing support generation.

Diverse opportunities for volunteer participation

Virtual, skilled and flexible volunteering opportunities were needed to suit emerging demographic and lifestyle trends. This offering may be particularly important for women and young people and can be a pathway towards further support.

Use technology to enhance the donor experience

In the experience of NPO staff and fundraisers interviewed, many donors want and expect technology in their giving practices. The better this experience (in terms of ease, convenience and satisfaction) the more likely they will continue their engagement

Maintain relationships at the heart of supporter engagement

Participants also emphasised that good practice was perennially all about relationships. Understanding and meeting donor and volunteer motivations, preferences and expectations were the keys to success, regardless of channel.

Minimise red tape

Unnecessary red tape dampening especially volunteering was a consistent comment. Change was needed (e.g. police checks and responsible service of alcohol certificates for volunteers at local fundraising events).  Although the importance of such regulation was recognised, there was a general sentiment that the red tape should be minimised to be less time‑consuming and not deter potential volunteers.

Privacy regulation

Another key policy area of concern for the nonprofit sector was privacy laws, triggered by observing recent occurrences in the UK sector. While the government was seen to have an important role in protecting the privacy of online and other donors, participants expressed fear of restrictive knee-jerk policies.

Policy initiatives to stimulate giving

Bequests and workplace giving were two areas identified by participants as having a large unrealised potential. With the right enabling environment, be that around more promotion, more incentives or more understanding of these areas, they were seen as significant, neglected opportunities to grow giving.

Collect, coordinate and make available research

Study respondents sought ongoing information on topics such as: giving and volunteering trends; effectiveness of different fundraising mechanisms across cause areas; and uptake of specific technologies by different demographics.

To read the full reports and factsheets, go to https://www.communitybusinesspartnership.gov.au/about/research-projects/giving-australia-2016/

The Graduate Certificate of Business (Philanthropy and Nonprofit Studies) includes eight key business units, all delivered through a nonprofit lens. Each unit is designed to give you the skills and know-how to manage a nonprofit organisation.

50 Key Messages – Motivations and Structured Giving

Today marks the start of QLD Philanthropy Week by the QLD Community Foundation, of which QUT and ACPNS are a major partner. For this week we will be looking at some messages from Giving Australia out of the Philanthropy and Philanthropists report.

Philanthropists consistently reported they wanted to ‘make a difference’ both in the survey and qualitative interviews and focus groups. Participants suggested that this belief could be influenced by receiving information about how their contribution would make a difference to recipients, and how they would see that this change occurs. Giving could also be motivated by a sense of social reciprocity and desire to give back to the community that supported the donor to achieve their successes in life. The third most common motivating factor identified was a sense of personal satisfaction and fulfilment.

It’s a very rewarding place to be… I think there’s a major feel good factor, so that you can bring the skills that you have to bear on something that provides positive outcomes.

– Interview, Foundation, TAS

In terms of moving to a structured giving vehicle, the desire to give strategically to create a long term, financially sustainable giving channel was a key factor. Some philanthropists move from a mostly spontaneous approach to a more planned and structured approach by way of a philanthropic giving vehicle. The most common legal structure (adopted by 33% of respondents to the Philanthropy and philanthropists survey) was a Private Ancillary Fund (PAF), followed by charitable trusts and sub-funds.

PAFs tended to be established by people who had the resources and the inclination to establish and manage their own fund. Sub-funds of umbrella organisations such as community foundations were established by people with smaller capital amounts to give or by those who preferred their giving to be part of a collective endeavour. Some opted for both.

Those who use structured giving vehicles thought it made their giving:

  • more strategic
  • sharply focused and with greater impact
  • more financially sustainable, and
  • better planned around personal and/or business needs.

Foundations, trusts and ancillary funds also allowed for control over where money was spent and had potential for tax incentives.

Mechanisms that enhance a philanthropist’s sense of agency and impact can encourage structured giving. The key message from philanthropy interview and focus group participants about enabling structured giving was ‘make it easier’. They recommend several actions to grow structured giving, such as:

  • reduce the complexity involved in establishing a structured giving vehicle
  • reduce restrictions on where donations can be made (e.g. enable PAFs to gift beyond Deductible Gift Recipient (DGR)1s, inclusive of individuals)
  • establish mechanisms to encourage sharing of administration (back-office)
  • increase awareness and skills among solicitors and financial advisers, and
  • support foundations to leverage the relative freedom they have to take risks with their money.

To read the full reports and factsheets, go to https://www.communitybusinesspartnership.gov.au/about/research-projects/giving-australia-2016/

50 Key Messages – Planned Giving

The longevity and economic sustainability of many NPOs increasingly relies on establishing new funding pathways. Shifting spontaneous, ad hoc or episodic giving to regular, consistent giving patterns where donors are happy to do this has been evident in the quest for longer-term relationships with givers that mean more reliable funding pipelines or income for their missions.

Giving Australia found that 61% of individual giving and volunteering respondents indicated that they generally gave spontaneously, while 22.7% gave regularly to a request from the same cause and 16.3% were signed up to a regular automatic donation to an organisation. In 2005, planned donations were four times greater than spontaneous donations. In 2016, planned donations were six times greater than spontaneous donations.

Of the survey respondents who were not committed donors (signed up to donate regularly to the same organisation), some 22.6% indicated they would consider becoming a committed donor. The most common factor identified by non-committed donors that would prompt them to become committed was ‘change in lifestyle’. However, only 8% of committed donors specified that this did prompt them to become a committed donor. In reality, the exposure to an issue, cause or individual organisation was identified by committed donors as the most common reason they give on a regular basis. What consistently came through in interviews and focus groups was the importance of building, supporting and maintaining authentic relationships with givers and volunteers.

Increasing that deeper level of engagement was also highlighted in the volunteering data, with 87.4% of volunteers also making at least one monetary donation. Those who were volunteers, as well as monetary donors, gave, on average, $1,017.11 while those who were monetary donors but were not volunteers gave, on average, $536.69.

Both our data and extant research shows that people are more likely to give and volunteer to those organisations they know and trust and those they believe can genuinely make a difference. This finding points to the need for organisations to strategically examine their relationships with donors and volunteers, and devote time to thinking about activities that will facilitate and sustain this trust over the longer-term.

To read the full reports and factsheets, go to https://www.communitybusinesspartnership.gov.au/about/research-projects/giving-australia-2016/

50 Key Messages – Giving and Volunteering to Sports Organisations

In honour of State of Origin kicking off tonight, we thought we would have a look at giving and volunteering to sports organisations. Giving Australia found that 7.7% of donors gave to sports organisations. The average amount donated to sports over the year was $395.89; however, because there were several larger donations in this pool, the median donation of $50 better reflects more typical giving. In total, Giving Australia estimated that $442.74 million was donated to sports organisations, representing 3.94% of all donations.

Three-quarters (75.5%) of sports and recreational organisations surveyed in the charities and non-profit organisations surveys undertook fundraising activities in their most recent financial year. The most common sources targeted were everyday donors and government grants. Membership fees was by far the most common way these organisations raised money with 70% fundraising through membership fees. The second most common activity was raffles (50%), followed by community grants (42.5%) and other event-based fundraising (e.g. BBQs) (37.5%). Volunteer fundraisers were the most commonly used resource (55%) followed by networking with peers (27.5%) and other internal staff (25%). More than one-fifth of sports and recreational organisations used social media to aid their fundraising.

Volunteers were incredibly important to sports and recreational organisations with nearly all (90.6%) having volunteers, and 18.9% having 100 or more volunteers. One-fifth of all volunteers in the Individual giving and volunteering survey (20.1%) volunteered for a sporting organisation and 7% volunteered for a recreational organisation in the 12 months prior to interview. The average number of hours volunteered over the year to sporting organisations was 91 hours (1.75 hours per week on average). This equated to 142.66 million hours in total (or 15.31% of all hours volunteered). Our sports volunteers tended to be male and between the ages of 35 and 54. This is to be expected as many of these people will have volunteered for their child’s sporting clubs. This age group were also volunteering for schools.

Volunteers in the Individual giving and volunteering survey identified the activities they undertook while volunteering for sports and recreation organisations. The most common type of activity for sports organisations was coaching, refereeing, counselling, mentoring with a quarter (25.9%) of all volunteers involved in these activities. Overall, 43.8% of volunteer-involving sports and recreation organisations allowed people to volunteer without being physically present. The most common activities were skilled online volunteering and promotion of a cause via social media.

More than half (58.3%) of volunteer-involving sports and recreation organisations had a manager of volunteers. This person was most commonly unpaid and part-time. Nearly all (93.8%) volunteer-involving sports and recreation organisations did not have formal contracts for volunteers. A third had no volunteer program at all, while 29.2% had an informal training program (and 25% had a formal program).

Around ninety per cent (89.6%) of sports and recreation organisations provided some form of recognition to their volunteers. The most common form of recognition was public acknowledgment in newsletters, annual reporters, website, social media etc. with 58.3% of volunteer-involving sports and recreation organisations providing this form of volunteer recognition.

Overall, 76.9% of sports and recreation organisations surveyed had a website or webpage and half (51.3%) of these were mobile enabled. This was very similar to the statistics for all charities and NPOs, with 80.4% having a website or webpage and 50.8% of these being optimised for mobile technology. Most commonly websites for these organisations were used to provide information, share news and promote the organisation. Some 55% used it to promote events.

Overall, 68.6% of sports and recreation organisations were using at least one form of social media, compared to 65.3% of all charities and NPOs. Nearly all sports and recreation organisations were using Facebook with only a small number using other platforms. Social media was most commonly used to provide information, promote events and to communicate with members/supports. Nearly a third of sports and recreation organisations were using social media to recruit volunteers or ask for donations. It was most common for sports and recreation organisations to post several times a week (34.3%), followed by several times a month (17.1%) or once a week (11.4%). Overall, 78.9% of sports and recreation organisations felt that technology was quite or extremely important for the future of giving and volunteering yet only 11.5% of sports and recreation organisations felt they were currently using technology quite well and none felt they were using technology extremely well.

Thank you to all the valuable givers and volunteers for sports organisations ensuring the great Australian pastime continues. Go the Maroons!

To read the full reports and factsheets, go to https://www.communitybusinesspartnership.gov.au/about/research-projects/giving-australia-2016/

50 Key Messages – Religion and Giving

Religion and Giving

Today is the first day of the Christian Ministry Advancement (CMA) conference, being held at the Brisbane Convention Centre, where our own Myles McGregor-Lowndes will be co-hosting a panel discussing the ACNC review. ACPNS will also be well represented by Dr Ruth Knight and Margaret Scott each speaking at the conference as well.

In light of this, today’s key messages focus around the role of religion in giving and volunteering.

Giving Australia found that approximately 23.5% of givers each donated $932.50 on average to religious charities in the 12 months prior to interview, and 18.3% of volunteers volunteered 119 hours on average in the same period to religious organisations.

This equates to $3.2 billion donated to religious organisations in a year or 28% of all donations. Furthermore, 17% of all volunteer hours went to religious organisations, an estimated 161 million hours.

According to the ACNC, some 681,574 people are volunteers for religious organisations, with religious organisations each having 47 volunteers on average. This is the largest total of any sector, and more than 100,000 more volunteers than the next largest sector, social services.[1]

Do religious people give more?

Overall giving by those who identified with a religion was nearly double that of non-religious givers ($1,000.81 vs. $551.47), this was due to religious people giving on average $1,006.36 to religious causes in the year. When looking at giving to non-religious causes, those who identified with a religion gave $559.31 on average, compared to $545.97 for those who did not identify with a religion.

Those who attended religious services several times a week donated the greatest amount, and as the number of services attended decreased, so too did the average amount donated to religious and non-religious organisations.

A similar pattern emerged with volunteering. Those who identified with a religion volunteered on average 121 hours in the year to religious organisations and 127 hours to non-religious organisations. Those who did not identify with a religion volunteered 123 hours on average to non-religious organisations. Overall, those who identified with a religion volunteered 145 hours to all causes in the year, compared to 123 hours for those who did not identify with a religion.

Those who attended religious services several times a week volunteered the greatest number of hours to religious organisations over the year. They also volunteered 150 hours on average to non-religious organisations over the year.

Those who identified with a religion but never attended religious services volunteered 155 hours on average over the year to non-religious organisations.

Those attending religious services 2–3 times a month volunteered the least number of hours on average to religious services (49 hours) but volunteered 141 hours on average over the year to non‑religious organisations.

To read the full reports and factsheets, go to https://www.communitybusinesspartnership.gov.au/about/research-projects/giving-australia-2016/

[1] Cortis, Natasha, Andrew Young, Abigail Powell, Rebecca Reeve, Roger Simnett, Kerrie-Anne Ho and Ioana Ramia. 2016. Australian charities report 2015: Centre for Social Impact and Social Policy Research Centre, UNSW Australia. http://www.csi.edu.au/media/Australian_Charities_Report_2015_Web_ND8DU2P.pdf.

50 Key Messages – Charitable Bequests

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Charitable Bequests

Giving Australia revealed that less than half of adult Australians have made a Will and of this, 7.4% have included a gift to a charity in their Will.

Respondents who gave or volunteered were more likely to have made a Will, and also more likely to have left a charitable bequest. Women were more likely to have a made a Will as were those older Australians, however there was no relationship between gender or age on the likelihood of including a charitable bequest.

While income was not strongly related to having made a Will and not related to the likelihood of including a bequest, 89.3% of philanthropists in the philanthropy and philanthropists survey indicated they have a Will, and 35.7% reporting including a charitable bequest in their Will.

Researchers in western nations have consistently found the standard pattern in estate distribution is for the first partner of a couple to leave their personal estate to their spouse; and for the surviving spouse to subsequently leave the estate to the children, in full and in equal share (Menchik and David 1983; Finch and Mason 2000; O’Dwyer 2001).

Focus group and interview participants described the strongest influence over the decision to leave a charitable bequest to be the perceived capacity to leave a bequest, although this amount is entirely subjective and there is no objective measure of ‘how much is enough’.

There were three primary reasons consistently highlighted as to why people do not leave a gift in their Will. Firstly, participants identified a desire to avoid family disputes or changes to their wishes by family. They believed a challenge could potentially be reduced by ensuring that their intentions as the Will-maker and Will provisions and instructions are shared in advance and made extremely clear. Secondly, cultural sensitivities associated with death or dying continue to be a challenge to discussing including a gift in a Will. Finally, there was a preference for lifetime giving as many donors found it important to

I think I get more benefit from donating each year to charities than from the bequest because I won’t be there to see what they do with the bequest money.

– Focus group, Bequestors, VIC

Where next on charitable bequests?

Given the importance of perceived capacity to leave a bequest, professional advisers view their role as important in influencing the perceptions of those who can give, but may not yet realise their capacity. Participants believed that encouraging influencers such as professional advisers to ask about giving, and building timely prompts into existing Will-making processes would make an impact as would making use of available data to determine who might be a potential bequestor, and approaching potential donors and family members with appropriate sensitivity. The primary role of government in bequest giving was viewed as:

  • encouraging Will-making
  • raising public awareness of the potential for charitable bequests, and
  • protecting people against the risks of financial abuse, bullying and breaches of privacy from overzealous organisations.

To read the full reports and factsheets, go to https://www.communitybusinesspartnership.gov.au/about/research-projects/giving-australia-2016/

50 Key Messages – Workplace Giving

Welcome to 50 Key Messages from Giving Australia!

We are thrilled to bring you these short, sharp, easy-to-digest messages that delve into some of the fascinating data coming out of Giving Australia, our largest national analysis of giving and volunteering. We will bring you new messages each day in June/July 2018.

So strap yourself in; you might be surprised by some of the findings!

 

Workplace giving

As it’s Workplace Giving Month, we thought we would kick off the key messages with three messages about workplace giving.

As the ATO has consistently found, around 5% of all employees in workplace giving organisations participate in the program, and $35 million was donated in this was in 2015-16. Giving Australia found that women had a slightly higher participation rate in workplace giving than men. However, men made on average more than double the annual monetary donation ($1,385.46) than did women ($649.44).

Giving Australia also found that those aged 35–44 years had the greatest participation rate in workplace giving programs, as did those with a postgraduate qualification.

Convenience was a significant factor in survey respondents deciding to use workplace giving, but as with giving in general, the dominant reason was a match of cause and personal values. For those that don’t give by workplace giving, the most common reason was ‘not enough money’, followed by, ‘I prefer to do it myself’ and ‘I give in other ways’.

The business report found that 85% of large businesses allowed employees to make pre-tax regular donations to nonprofit organisations (NPOs) through their pay and of this group, 56% matched employee giving.

Given the size of most small and medium-sized enterprises (SMEs), establishing and managing opportunities for payroll giving by employees remained challenging. Less than one-third (28%) of SMEs offered payroll giving. Of this group, 26% of businesses matched employee donations (e.g. dollar for dollar). According to the individual giving and volunteering report, 8.5% of people use workplace giving because their organisation matches their gift.

Large businesses were seeking to increase payroll giving. The CEOs and senior managers of companies that managed payroll giving who were interviewed held strong views about giving in the workplace:

  • provided employees with an employment benefit of being able to give from their pre-tax salary and wages, and provided documentation that was income tax statement ready
  • strengthened the employee value proposition of the business in the labour market, especially among Millennial, Generation Y and Baby Boomer employees, and
  • matched giving in businesses  provided employees with the opportunity to, in most cases, double the contribution they made to a charity.

In terms of workplace volunteering, about one-third of mid-tier companies and 63% of corporations managed a formal volunteering program. Only 6% of SMES managed a formal volunteering program.

Half of all corporations managing a formal program sought to integrate workplace volunteering in their community partnerships. Almost 90% of large businesses reported allocating more resources to volunteering compared to 10 years ago and wanted to see more of their workforce participating in workplace volunteering (the average participation rate was 21%).

To read the full reports and factsheets, go to https://www.communitybusinesspartnership.gov.au/about/research-projects/giving-australia-2016/

50 Key Messages – Coming your way in 2018!

Easy to digest and good for you!

There is so much fascinating data coming out of Giving Australia – the largest ever research effort into philanthropic behaviour to understand how, why and how much Australians give to charity – that we’ll be featuring a new key message daily in June and July of 2018.

Get inspired and informed as we take you through 50 of the most fascinating and informative facts and figures that #GivingAus has uncovered. A new message, along with a link to the accompanying report, will be featured daily.

So sign up now to get notifications on the 50 Key Messages calendar, you won’t want to miss them! Email acpns@qut.edu.au to be one of the first in the know.

Volunteers and fundraisers key to community outcomes: Giving Australia report

Volunteers play a critical role in the success of a nonprofit organisation (NPO) and are its most valuable resource, according to the latest data coming out of Giving Australia 2016. The study also shows that dedicated fundraisers, either paid or volunteer, are a second vital asset for NPOs to do their work in the community.

Released today at the end Community and Philanthropy Partnerships Week and just before tomorrow’s annual #GivingTuesday, Giving and volunteering: the nonprofit perspective represents the most extensive research undertaken thus far to uncover how NPOs drive support to their cause by engaging the community, business and philanthropic foundations.

Giving Australia 2016 project director and Director of QUT’s Australian Centre for Philanthropy and Nonprofit Studies (ACPNS), Associate Professor Wendy Scaife said that 94% of NPOs have volunteers and cite ‘giving back to society’ and ‘wanting to be part of something that creates impact’ as their volunteers’ prime motivator.

“Nonprofit organisations are showing their appreciation for their volunteers and are investing more time and energy into recruiting them,” Professor Scaife said. “They’re definitely realising that their organisation’s impact hinges significantly on the attitudes and commitment of their volunteers; the report shows that half have a dedicated volunteer manager and three-quarters have some sort of volunteer recognition in place, a marked increase from 54% in 2005.”

The report also uncovers the main ways NPOs are attracting donors and the emerging role of new technologies on NPOs’ fundraising capability.

“Another key takeaway from the data is that NPOs are becoming more attuned to donors’ expectations and are actively seeking ways to better understand what’s influencing donors’ decisions,” Professor Scaife said. “In particular, we’re seeing a shift in the way NPOs report on their fundraising activities. We know donors are becoming more outcomes orientated (Giving Australia 2016 report – Individual giving and volunteering) and NPOs are increasingly answering their expectations by reporting more about the impact their donation is having.”

The full report can be freely downloaded via the Prime Minister’s Community Business Partnership research projects website, along with previous Giving Australia 2016 reports.

A free webinar detailing the key insights from the report will be held today, Monday 27 November at 11am (AEST). Register to attend

Associate Professor Wendy Scaife is available for interviews. Contact the Centre for further information on 07 3138 1020 or email acpns@qut.edu.au

Don’t miss next week’s free webinar: Fundraising – Is YOUR nonprofit keeping up-to-date? 27 Nov

FREE WEBINAR: Attracting support for YOUR nonprofit – the stats you need to know!

SAVE MY SEAT

Is your organisation keeping up-to-date with donors’ expectations? What are the most common fundraising activities nonprofits are employing? And what is the most important resource for nonprofits, small and large? These are just some of the questions we’ll be answering at next week’s webinar, held in celebration of Community and Philanthropy Partnerships Week and #GivingTuesday.  

Delving into data coming out of Giving Australia*, our largest national analysis of giving and volunteering undertaken in Australia, you’ll hear from nonprofits on the retro and radical ways they’re driving support to their organisations. What works best? And what do YOU need to know to guide your fundraising in 2018?

Learn

  • the main ways nonprofits are attracting donors
  • what part volunteers play in nonprofits’ success
  • the role of community business partnerships
  • where nonprofits stand with new technologies
  • what you need to know to guide your fundraising in 2018

WHEN
Monday 27 November, 2017 | 11:00am sharp – 11:45pm (AEST)
Can’t attend in real time? You should still register; all registrants will receive a recording of the webinar.

WHO

Giving Australia lead researcher, Associate Professor Wendy Scaife, Director, The Australian Centre for Philanthropy and Nonprofit Studies, QUT

with response to the research by a senior fundraiser and input from the Department of Social Services and the Prime Minister’s Community Business Partnership.

HAVE A BURNING QUESTION?
We would love to hear from you! Forward your questions to acpns@qut.edu.au ahead of time and we will endeavour to answer them live at the webinar.

SAVE MY SEAT

 

ACPNS/FIA Alumni Anniversary Breakfast – Key take-aways on Millennials

Snack-sized and good for you

What are some of the take-aways from this morning’s breakfast? Well, mainly that fundraisers shouldn’t be thinking of Millennials as an unattainable demographic. They’re really not that different to other generations.

  • They have similar motivations and behaviours – differences are due to life stage and capacity to give
  • They’re not being approached in traditional ways – fundraisers need to go where they are
  • They want hands-on engagement
  • Millennial employees desire purpose, feedback and flexibility
  • They give to causes not organisations
  • Nonprofits need to articulate their mission and communicate their impact – don’t underestimate the importance of your website
  • Collective giving can be an effective way for Millennials to fundraise
  • Millennials aren’t waiting to give – they want to give while accumulating funds
  • Have you considered a Millennial on your Board?

ACPNS/FIA Alumni Anniversary Breakfast – Oh what a day!

The Broncos Leagues Club played host to this morning’s ACPNS/FIA Alumni Anniversary Breakfast and what a morning it was! 

The breakfast brought together three Millennials, from academia, fundraising and philanthropy to share their experiences with engaging Millennials.

Marie Balczun, Senior Research Assistant at ACPNS presented some key data from Giving Australia 2016 including millennials’ lack of differences with non-Millennials in terms of motivations and cause areas for giving and volunteering. She explained how the differences that do exist are much more to do with age, life stage and capacity to give and volunteer than some fundamental difference with this generation. She also showed how traditional methods of fundraising are not reaching Millennials and the importance of online giving in the future. “Online giving is not going away and it is no longer a Millennial specific issue. Our data showed that non-Millennials were actually more likely to give via mobile devices than Millennials when they gave via the organisation’s website.” She highlighted that organisations need to give opportunities for Millennials to participate in ways that appeal to them – giving online, supporting on social media and providing time-specific volunteering opportunities. “Millennials can be very loyal but this is to a cause, not an organisation”, she said.

Queensland young fundraiser of the year, Will Kirsop, highlighted the importance of thinking about Millennials as employees, not just donors. “Millennial employees are looking for purpose in their work, flexibility feedback.” In terms of donors, Will stressed that “you need to communicate the impact of your work, target your message and innovate to deepen your relationships with Millennials”.

Finally, Prue Pateras of the Tim Fairfax Family Foundation discussed the role of peers and collective giving for high-net-worth Millennials. “Impact investing and collective giving are becoming increasingly important and relevant to many givers, millennials included. Millennials are expecting more from charities and want to see them stepping away from reliance on single funding streams and becoming more innovative and creative in the way they engage funders.”

View Marie Balczun’s the Giving Australia 2016 slide presentation

View Will Kirsop’s slide presentation

View Prue Pateras’ slide presentation

Download the Giving Australia reports and factsheets

Stay tuned for some more key takeaways from the breakfast!

Don’t miss this upcoming webinar on BUSINESS GIVING AND VOLUNTEERING!

FREE WEBINAR: Business giving and volunteering
What nonprofits and businesses NEED to know

According to Giving Australia 2016, our largest national analysis of giving and volunteering, Australian businesses are giving more to charity than ever before. In fact partnering with nonprofits to generate positive social impact is becoming more embedded in how Australian enterprises of all sizes do business each and every year.

So what does this mean for YOUR nonprofit or business?

SAVE MY SEAT

At this free webinar you will learn:

  • why businesses are giving more and what’s driving the trend
  • why businesses are moving towards partnerships
  • the latest on workplace giving and volunteering
  • what giving modes and vehicles appeal most to businesses, and
  • how YOUR nonprofit or business can benefit from this upward trend.

WHEN
Thursday 26 Oct, 2017 | 11:00am sharp – 11:45pm (AEST)

Can’t attend in real time? You should still register; all registrants will receive a recording of the webinar.

WHO
Giving Australia lead business giving and volunteering researcher 

  • Wayne Burns, Director, Centre for Corporate Public Affairs

with input from the Australian Centre for Philanthropy and Nonprofit Studies and the Department of Social Services.

HAVE A BURNING QUESTION?
We would love to hear from you! Forward your questions to acpns@qut.edu.au ahead of time and we will endeavour to answer them live at the webinar.   

SAVE MY SEAT

Key business giving insights

The following data has been extracted from the Giving Australia 2016 Business giving and volunteering report. The full report is available for free download.

The qualitative data indicates that giving by business has evolved since 2005 to be embedded in the strategies of the largest businesses in Australia and that most businesses of all sizes were seeking to generate a positive social impact from what they gave.[1]

In 2015–16, large businesses (200 or more employees) represented only 0.2% of all businesses, yet gave
$9 billion in their last financial year (51% of total business giving) (see Figure 1). On average, large business gave $2.5 million per organisation. SMEs, which comprise 99.8% of all businesses in Australia, gave
$8.5 billion in their last financial year (see Figure 1).

[1] Social impact is the net effect of an activity on a community and the wellbeing of individuals and families [CSI 2016]. A social impact can be positive or negative. In 2015–2016, one of the objectives driving business giving was to generate an impact in the community that improved or strengthened the well-being of individuals, households, or communities.

Corporations, the largest businesses in the nation, gave $7.9 billion (88% of large business giving: see Figure 2).

Giving and volunteering: an overview

The following data has been extracted from the Giving Australia 2016 Individual giving and volunteering report. The full report is available for free download.

Monetary donations

Through the Individual giving and volunteering survey, it was estimated that in the 12 months prior to interview in 2016, 14.9 million Australians aged 18 or older (80.8% of the adult population) gave a total of $11.2 billion to charities and nonprofit organisations (NPOs). Those giving gave an average of $764.08 each, while the median amount donated was $200 per donor.

Events and ‘charity gambling’

In addition to donations, in 2016, individuals gave an estimated $1.3 billion to NPOs through events and ‘charity gambling’.[1] An estimated 9.2 million people, or 49.7% of adult Australians, supported NPOs in this way, contributing an average of $149.42 annually. By far the most popular of these methods of giving was charitable gambling with 45.2% of adult Australians purchasing a raffle ticket in the year prior to interview. Most (88.5%) providing support in this way also made donations.

It was estimated that all monetary donations of $11.2 billion represented 0.68% of Gross Domestic Product (GDP). When raffles and significant items from charity auctions were included, the total giving figure of $12.5 billion represented 0.76% of GDP.

Volunteering

Over the year prior to interview in 2016, an estimated 8.7 million people or 43.7% of the adult population, gave 932 million hours of their time as volunteers to charities and NPOs, an annual average of 134 hours each (or 2.5 hours per week). The median for volunteering hours was 55, half volunteering more and half less than this amount in the year.

Comparisons with other data sources

In Giving Australia 2005, it was estimated that a higher percentage – 86.9% of the adult population – made a donation, totalling $5.7 billion (equivalent to $7.5 billion in 2016 dollars). The Australian Taxation Office (ATO) annual tax-deductible giving data indicates a fairly constant percentage of people claiming deductions for donations since 2005, while the average donation has risen, except for the years immediately after the 2008 Global Financial Crisis.

The ABS (2015b) General Social Survey (GSS) found in 2014, 31.3% of the Australian population aged 15 years and over volunteered for at least one organisation. Women were more likely to have volunteered than men (33.5% compared to 29.1%).

[1] Charity gambling includes purchasing raffle tickets and charity auction items.

Report release: Business Giving & Volunteering and Individual Giving & Volunteering

Everyday Australians gave $12.5 billion and 932 million hours to helping others and businesses gave $17.5 billion and more than half managed a workplace volunteering program in 2015-16, according to latest data coming out of Giving Australia 2016.

Released this morning in Canberra by the Minister for Social Services, the Business Giving and Volunteering and Individual Giving and Volunteering reports represent the most extensive research undertaken thus far to uncover how, why and how much individuals and businesses give to charity.

Giving Australia 2016 lead researcher and Director of QUT’s Australian Centre for Philanthropy and Nonprofit Studies (ACPNS), Associate Professor Wendy Scaife said people who volunteered and donated gave, on average, almost twice as much ($1017.11) as those who donated only money ($536.69).

“It is heartening to see that of the 43.7 per cent of Australians who volunteer, 38.2 per cent of those who responded to the annual survey donate both time and money,” Professor Scaife said. “And, while fewer people are giving, they’re giving more as the average donation has increased. Similarly, the percentage of people volunteering and the hours volunteered have both increased over the past decade”. (Forty-one per cent in 2005 versus 43.7 per cent in 2016; 132 hours on average in 2005 versus 134 hours in 2016.)

As for Australian businesses, the data is equally optimistic. The business report cites a trend towards businesses of all sizes encouraging giving and volunteering through the workplace.

“The increase in workplace volunteering is bucking the trend in the US, where the incidence of volunteering through the workplace has plateaued in recent years,” Professor Scaife said. “In fact, giving by businesses to charity is far more embedded in businesses’ ethical and social imperatives now than 10 years ago.”

The full reports can be freely downloaded via the Prime Minister’s Community Business Partnership research projects website, along with previous Giving Australia 2016 reports.

Further reading: There’s cause for celebration and concern in how Australians are giving to charity | The Conversation

Structured giving vehicles

The following data has been extracted from the Giving Australia 2016 Philanthropy and philanthropists report. The full report is available for free download.

Giving Australia 2016 tells us that the desire to give strategically to create a long term, financially sustainable giving channel is a key factor. Some philanthropists move from a mostly spontaneous approach to a more planned and structured approach by way of a philanthropic giving vehicle.

The most common legal structure (adopted by 33% of respondents to the Philanthropy and philanthropists survey) was a Private Ancillary Fund (PAF), followed by charitable trusts and sub-funds.

PAFs tended to be established by people who had the resources and the inclination to establish and manage their own fund.

Sub-funds of umbrella organisations such as community foundations were established by people with smaller capital amounts to give or by those who preferred their giving to be part of a collective endeavour. Some opted for both.

Those who use structured giving vehicles thought it made their giving:

  • more strategic
  • sharply focused and with greater impact
  • more financially sustainable, and
  • better planned around personal and/or business needs.

Foundations, trusts and ancillary funds also allowed for control over where money was spent and had potential for tax incentives.

Giving Australia 2016 participants recommend several actions to grow structured giving, such as:

  • reduce the complexity involved in establishing a structured giving vehicle
  • reduce restrictions on where donations can be made (e.g. enable PAFs to gift beyond Deductible Gift Recipient (DGR)1s, inclusive of individuals)
  • establish mechanisms to encourage sharing of administration (back-office)
  • increase awareness and skills among solicitors and financial advisers, and
  • support foundations to leverage the relative freedom they have to take risks with their money

Who do philanthropists give to?

The following data has been extracted from the Giving Australia 2016 Philanthropy and philanthropists report. The full report is available for free download.

The top three issues/areas to which survey respondents directed their grantmaking were:

  • social services (63.7%)
  • education and research (62.7%), and
  • health (52.9%).

The majority of respondents (81.4%) reported having a process to review their grantmaking priorities.

Just over half (53.9%) of respondents indicated the grantmaking processes of their fund(s) have changed significantly over the past 10 years.

The top three influences over granting choices were:

  • alignment with personal passions
  • sound governance in the receiving organisation, and
  • perceived competence of the charity.

The level of due diligence of organisations or causes undertaken by donors differed with the size of a gift.

Reporting and evaluation were seen by many as having an important role to play in considering repeat funding with respondents noting that:

  • reporting and evaluation processes required adequate resourcing of skills and time, and
  • some projects have much longer-term outcomes or indirect benefits that are difficult to measure.

Just under half (46.9%) of respondents stated that their fund has conducted an evaluation of its own effectiveness.

FREE WEBINAR: GIVING & PHILANTHROPY: How does Queensland measure up?

Giving and philanthropy: How does Queensland measure up?

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Celebrating giving and volunteering in Queensland.

As part of QCF Philanthropy Week, we’ll be investigating giving in Queensland, including data from Giving Australia;

who gives? | who volunteers? | why? | how? | where to next?

Data from the philanthropy sector is rare in this country. Hear from those in the know on how much Queenslanders give and volunteer, and what this means for Queensland’s philanthropic/nonprofit and for-profit sectors.

WHEN
Friday 16 June, 2017 | 10:00am sharp – 10:45pm (AEST)
Can’t attend in real time? You should still register; all registrants will receive a recording of the webinar.

WHO

  • Benjamin Cox, National Director, Board of Management and QLD Chairman of Fundraising Institute Australia
  • Associate Professor Wendy Scaife, lead researcher of Giving Australia 2016*, Australia’s largest ever review and analysis of giving and volunteering

HAVE A BURNING QUESTION?
We would love to hear from you! Forward your questions to acpns@qut.edu.au ahead of time and we will endeavour to answer them live at the webinar.

SAVE MY SEAT

Why do philanthropists give?

The following data has been extracted from the Giving Australia 2016 Philanthropy and philanthropists report. The full report is available for free download.

Reasons for giving echoed those found in Giving Australia 2005, where the key themes of altruism, reciprocity and living in accordance with personal values emerged as important factors in motivating giving. In Giving Australia 2016, the most frequently cited reasons for giving were:

  • to make a difference
  • to give back to the community
  • for personal satisfaction
  • to align action with moral or philosophical beliefs
  • to set an example
  • to support family or friends linked with a cause, and
  • to maintain family history and values.

Individuals and foundation/trust representatives participating in this research consistently emphasised the importance of being able to make a difference with their giving.

For individuals, a sense of social reciprocity and the desire to give back to the community that supported them was a widely shared motivator for giving.

Philanthropists commonly valued the sense of personal satisfaction and fulfilment that is part of their process of giving.

For some, their underlying philosophical beliefs are a strong motivator for giving, as ‘the right thing to do’.

Some participants want to set an example, to role model the values and behaviours of giving, both for their families and for their peers.

Philanthropists are often motivated to give to specific organisations or causes where there is a personal, social connection.

For many, giving is something that they continue on as a natural extension of the values and behaviours modelled and passed down through the family; ‘it’s what we do’.

Common motivators for survey respondents using a structured giving vehicle include:

  • to be more strategic in giving
  • to make a difference
  • to help organise giving, and
  • to involve family in giving.

Several themes recurred throughout focus groups, interviews and the Philanthropy and philanthropists survey about key influences on philanthropic giving. Giving is influenced by:

  • perceived capacity to give (whether time, money or skills) by individuals
  • valuing giving (believing that giving is worthwhile and the right thing to do)
  • social networks (both personal such as family and peers, and professional, such as advisers)
  • ease and accessibility of giving (barriers may not prevent giving, but can discourage it), and
  • having a positive impact.

Philanthropy and philanthropists – Who gives?

The following data has been extracted from the Giving Australia 2016 Philanthropy and philanthropists report. The full report is available for free download.

 Age

Of the Philanthropy and philanthropists survey respondents, 18.1% were under 40; 46.6% were 40 to 59 and 35.3% were 60 or older. Young philanthropists accruing wealth expressed a strong desire to give what they can as they are building their wealth. Retired individuals reported more time and more resources to commit.

Gender

Women are leading in community giving and collective giving. (62.7% of survey respondents were women.)

Some focus group and interview participants perceived that gender (and age) imbalance affected organisational culture and practices in the philanthropy sector.

Some participants argued the virtues of targeting giving to women and girls to achieve better outcomes for families and communities. Use of a ‘gender lens’ in giving is seen to have potential to increase the effectiveness of philanthropic investments in the communities served.

Country of birth

The majority (84.5%) of survey respondents were born in Australia and 31.3% had one or both parents born outside of Australia. This reflects the predominant foundation cultures rather than the changing mix that characterises Australia in the 21st century.

Wealth

Qualitative research participants saw a broadening of the perception of philanthropy, not just confined to the most wealthy, but increasingly a democratised set of practices accessible to the many.

Those who do give see the perceptions of capacity to give as a major barrier for those who do not give.

 

Key themes & insights from the Philanthropy and philanthropists report

Four major themes emerged from the research in the Philanthropy and philanthropists report. The full report is available for free download.

Culture and family matters

Culture, in the sense of shared norms and values, is an enduring motivator and shaper of giving behaviour. The influence of culture on giving extends to and is magnified by culture within families; within communities; across ethno-religious and racial groups; and national cultural values related to philanthropy. Participants in focus groups and interviews saw opportunities in embracing multiple cultures to harness shared passion and commitment to addressing social issues.

Families, personal networks and communities continue to influence all, including the wealthy and the ultra-wealthy, in relation to:

  • giving practices
  • motivations to give
  • causes
  • where they give, and
  • the channels through which they give.

Many attributed their giving to values learned at an early age from their families/communities/religions.

The prevalent role of culture and values in shaping giving practices is consistent with the findings of Giving Australia 2005.

Mechanisms matter

The mechanisms by which giving cultures are shaped appear to be expanding as new (or recently revived) mechanisms and practices emerge. These include an increased focus on collective giving and the rise of social networking media in peer-based giving. One of the strongest meta-themes of the 2016 research was the ‘democratisation’ of philanthropy: that is, an emphasis on giving as being ‘everyone’s business’.

Impact matters

A consistent and dominant theme in the research was the importance to philanthropists of being able to ‘make a difference’; to have some agency in achieving a desired outcome. While this echoes the emphasis in Giving Australia 2005 on strategic giving by philanthropists, it also introduces a more explicit intent around having a positive impact in giving.

This growing emphasis on having an impact and being engaged and to a degree, in control of giving outcomes, is consistent with experience around the world.

Ease and access matter

From individual through to institutional experiences of philanthropy, a core theme was that philanthropy is enabled where giving is made accessible and easy. The findings suggest that ease of giving can be negatively or positively affected by many factors, including:

  • technological platforms that expand giving opportunities, broaden the range of potential recipients and increase the speed of giving
  • taxation incentives, and
  • legal and regulatory policies that affect structured giving, including bequeathing.

The findings of Giving Australia 2016 suggest that to advance structured and institutional giving in Australia, regulatory conditions ideally should make giving easy and attractive, accommodate the nature of giving across contemporary life stages and recognise the diversity of causes to which philanthropists seek to give.

The emergence of digital and collective giving platforms provides rich opportunities for advancing cultures of giving in Australia.

 

First webinar in the Giving Australia series, Philanthropy and philanthropists – Now available for download

The first webinar in the Giving Australia 2016 series, Philanthropy and philanthropists was held recently. Many thanks to Prof Jo Barraket, Dr Christopher Baker for presenting and to Angela Perry and Assoc Prof Wendy Scaife for facilitating. The webinar included key messages from grantmakers and philanthropists about giving today and in the future, how giving is happening and why and to what, and what grantmakers and philanthropists are saying about the future of philanthropy in Australia.

Thank you to all those who attended the webinar.

CLICK HERE to download a recording of the webinar.

We would love to hear your feedback!

Click Reply to tell us your thoughts on the information presented / questions for researchers / ways we can improve the webinar experience / any other feedback.

Don’t miss the first WEBINAR in the Giving Australia series: Philanthropy and philanthropists, 5 May

REGISTER FOR WEBINAR

FREE WEBINAR 

PHILANTHROPY AND PHILANTHROPISTS What can YOU learn from Giving Australia 2016*, Australia’s largest ever review and analysis of giving and volunteering, funded by the Department of Social Services (DSS) as an initiative of the Prime Minister’s Community Business Partnership (the Partnership)?  

  • What are the key messages from grantmakers and philanthropists about giving today and in the future?
  • How is giving happening and why and to what?
  • What are grantmakers and philanthropists saying about the future of philanthropy in Australia?

This webinar is the first in the Giving Australia series and includes the key data and insights from Giving Australia 2016.

WHAT Giving Australia 2016: Philanthropy and philanthropists (first in the Giving Australia series)

WHEN Friday 5 May, 2017 | 11:30am sharp – 12:30pm AEST

(You will receive a friendly reminder email on the day.)

Check your time zone Can’t attend in real time? You should still register. All registrants will receive a recording of the webinar.

WHO Giving Australia researchers: Professor Jo Barraket and Dr Christopher Baker from the Centre for Social Impact Swinburne, Swinburne University of Technology with inputs from ACPNS at QUT, DSS and the Partnership. IS THIS FOR ME? Data from the philanthropy sector is rare in this country. This is an invaluable learning experience for those working in the philanthropic and nonprofit sectors, especially those working in grantmaking and grantseeking areas.

REGISTER FOR WEBINAR

Other webinars in this series

Giving Australia reports will be released progressively throughout coming months, each with its own in-depth webinar led by key researchers – watch this space or email acpns@qut.edu.au for more information.

Like reading? You’ll love this

Giving Australia reports and fact sheets are freely available via the Prime Minister’s Community Business Partnership research projects website, including the Philanthropy and philanthropists report, on which this webinar is based. Learn more about Giving Australia | Subscribe to the Giving Australia blog *Giving Australia was commissioned by the Department of Social Services as an initiative of the Prime Minister’s Community Business Partnership. It was led by the Australian Centre for Philanthropy and Nonprofit Studies (ACPNS) at QUT with the Centre for Social Impact at Swinburne University of Technology and the Centre for Corporate Public Affairs.

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‘Giving Australia 2016’ Research – Top 3 Take Outs

We thank Apple Marketing Group for publishing this article.

Top 3 Take-outs

Conversion Rates/Telephone Approach 

Conversion rates for our renewal charity campaigns have sustained well compared to the overall figures quoted in the report (refer page 7 of highlights report).

On average we have seen a slight decrease over the same period of between 3% – 6% across all appeals vs. 30-40% overall decrease shown in the report.  Providing transparency, customer services and delivering receipts on time all assist with retention rates for our client campaigns.

Planned Giving

Planned giving is far more attractive to charity supporters and the report shows that ‘those who plan their giving actually give 6x more dollars than spontaneous givers’.  (Refer pages 11-13 of highlights presentation)

This is a significant finding in my mind because Regular Giving is a key component to our charity fundraising success.  Over the past few years we have been nurturing a RG telemarketing team of talented individuals, all hand-picked for specialist training based on their ability to handle a more complicated ask.  They are, in my opinion, the best in the business.  Our results across raffle, donor and door knock speak for themselves, with strong conversion trends year on year.

Volunteering  

The demographics and capacity to donate are very interesting results.  This information will assist our recruitment for door knock volunteer collectors in 2017. (Refer to pages 16-18 of highlights presentation)

READ MORE

Insights about impact

We thank Generosity Magazine for publishing this article.

Christopher Baker and Wendy Scaife explore how impact influences giving choices using data from Giving Australia 2016.

“The other way you choose the organisation is impact … it’s whether they can leverage it dollar for dollar with something else that comes from somewhere else, whether it’s a government contribution or a corporate contribution or what. So you’re trying to have the biggest impact…” – Focus group, High Net Wealth Individuals, QLD

If we built a word cloud of Giving Australia 2016, ‘impact’ would loom in large type.

Here are a few findings, particularly from the Philanthropy and philanthropists’ survey and interviews, as well as from the nonprofit perspective.

Impact a key driver

Achieving impact was a key driver for philanthropists. In fact, the most common motivating factor for 92.9 per cent of survey respondents was ‘belief that giving can make a difference’.

Impact influences giving choices             

Impact shaped what issues and organisations were supported. Giving went where the greatest impact could be made. Key considerations reported were:

  • whether the focus area for the grant or gift was already well covered, and
  • whether a grant or gift was likely to contribute to sustainable positive impact.

Four of the top five factors influencing which nonprofit organisations were supported related to their ability to generate impact. These included:

  • being assured that a charity or organisation had sound governance (92.3 per cent)
  • perceiving a charity as competent and capable to deliver social impact (92 per cent)
  • believing that a grant would provide for the disadvantaged and meet key needs (74.1 per cent)
  • being confident that the grant would provide ‘bang for buck’ in terms of impact (65.4 per cent).

READ MORE

UK Charitable Giving Held Steady ‘Despite Brexit’

We thank ProBono for publishing this article.

People are becoming more charitable in the UK with almost nine in 10 people (89 per cent) saying they did something “charitable” last year, according to a major not-for-profit study on giving.

The Charities Aid Foundation (CAF) annual UK giving report found that giving money to charity held steady last year despite huge political developments, such as Brexit, with donations totalling £9.7 billion (A$16.17 billion). And a month-by-month survey since the EU referendum showed no shift in people’s reported giving.

The report found that the giving trend was a significant increase on 2015 when 79 per cent of people said they did something “charitable”.

Well over half of the population donated money (61 per cent) or gave goods to charity (56 per cent) and one in six (17 per cent) volunteered

Medical research was the most popular cause. Just over one in four people (26 per cent) gave to a medical research charity last year, closely followed by animal welfare (25 per cent) and children and young people (24 per cent).

The median average contribution for a charitable donation or sponsorship was £18 (A$30). The report said cash was still the most common way for people to give, accounting for 58 per cent of people having donated in this way. Slightly more than one in four (26 per cent) gave online.

But CAF said there had been a “Brexit-effect” on other types of support for charities and causes, with volunteering and campaigning both up since the referendum.

READ MORE

Businesses of Tomorrow are in Good Company

We thank ProBono for publishing this article.

A social enterprise that connects those who can give with those in need has been named as one of the top 20 businesses of tomorrow.

Giving platform GoodCompany was chosen from almost 2,000 applications as a “high potential business of tomorrow” as part of Westpac Businesses of Tomorrow program.

In total, Westpac recognised 200 businesses, with a collective turnover of approximately $2 billion per year, “that have the drive to boost the nation’s future as Australia transitions to a services and knowledge-based economy”. Of those 20 businesses were highlighted for high potential.

Westpac Institutional Bank chief executive Lyn Coble said the calibre of applicants, which were chosen based on criteria including business purpose, contribution the community, current strengths and vision for the future, had been “extremely high”.

“These are leaders with a strong sense of purpose and the capability to think differently about meeting customer needs that exist today and those that may be needed in the future,” Cobley said.

Judge and Westpac Business Bank chief executive David Lindberg said GoodCompany had made a significant impact.

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Shaping the future of philanthropy

We thank Perpetual for publishing this article.

A landmark report on Australia’s philanthropic sector has revealed philanthropists are placing the organisations behind the causes under intensifying scrutiny when determining their funding priorities. Evidence of project outcomes is increasingly important and this places not-for-profits under pressure to improve their levels of transparency and reporting.

 

Commissioned by the Commonwealth of Australia, Giving Australia 2016 is the most extensive research project on Australia’s philanthropic sector in more than a decade. Findings from the full Philanthropy and philanthropists section of report, released this week, shed light on the evolution of philanthropy in Australia, the current barriers to giving and priorities for the future.

The changing face of philanthropy

The reasons people give echo the findings from Giving Australia 2005, with the key motivators being to make a difference and give back to the community according to personal values.

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Celebrating the release of the Philanthropy & philanthropists report

DOWNLOAD THE REPORT

We thank the Prime Minister’s Community Business Partnership for posting this article.

The Hon Christian Porter MP, Minister for Social Services, released Giving Australia 2016 Philanthropy and philanthropists report and announced the opening of a grants funding round to celebrate grassroots partnerships between business, philanthropists and community organisations during Community and Philanthropy Partnerships Week.

The Philanthropy and philanthropists report focuses on the giving patterns of high-net-worth (HNW) and institutional givers. Findings from this report will be of particular interest to philanthropists and grant-makers, financial intermediaries including advisors and planners, and nonprofit organisations.

Selected highlights include:

  • HNW individuals have nearly doubled from 146,000 in 2005 to 234,000 in 2015. As giving tends to increase with income, this provides a greater pool of people with the capacity to give significant amounts to charity.
  • Evaluation of effectiveness and social impact is of growing significance for institutional grant-makers.
  • One in five survey respondents included impact investments in their fund’s portfolio but it remains on the fringes of the investment strategies.
  • More than a third of the 105 respondents to the Philanthropy and philanthropists survey (38.5 per cent) participated in collective giving. This was on top of giving individually or through foundations.
  • The report also found a trend in life-long giving, with younger philanthropists wanting to give what they can while building their wealth.

READ MORE

DOWNLOAD THE REPORT

Philanthropy report offers valuable insights for NFPs: Perpetual

We thank Financial Standard for publishing this article.

Collective and collaborative giving is on the rise in Australia, with more than a third of philanthropists suggesting they give as a group as well as individually.

The latest giving patterns of high-net-worth (HNW) and institutional givers was released by Giving Australia 2016 this week as part of a program run by the Department of Social Services.

Perpetual, one of Australia’s largest managers of philanthropic funds, welcomed the launch of the Giving Australia 2016 report.

The report notes how the area of social impact investing is starting to make inroads, with one in five philanthropists surveyed saying they had impact investments in their respective fund portfolio.

Speaking at an event for not-for-profit and philanthropy clients and partners, Perpetual managing director and chief executive Geoff Lloyd said the Giving Australia project was a landmark study for Australia’s not-for-profit sector, community and policy makers.

“As the most comprehensive insight into Australia’s philanthropic landscape, the research offers valuable insights for every part of the giving community – in particular for not-for-profits (NFPs) looking to secure a sustainable future,” Lloyd said.

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Peter Scott talks Giving Australia 2016: What it is and why it’s so important

We thank Perpetual for posting this video.

Don’t miss this short video with Peter Scott, Chairman of Perpetual

The Giving Australia 2016 research project was commissioned to provide critical information about philanthropic behaviours, attitudes and trends. As the largest ever research initiative of its kind in Australia, it is a landmark study for Australia’s not-for-profit sector, community and policy makers.

Perpetual Chairman and member of the Prime Minister’s Community Business Partnership, Mr Peter Scott talks about the project and its importance to the philanthropic and nonprofit sectors in Australia.

WATCH VIDEO

Giving Australia 2016: what’s it all about?

We thank Fundraising and Philanthropy Magazine for publishing this article.

In the first of her series on the Giving Australia 2016 report, Associate Professor Wendy Scaife provides an overview.

Despite the strict economic logic of our modern market economy, giving and volunteering behaviours have been resilient in transitioning from ancient cultures to remain a vital social exchange valued as the mark of a caring and compassionate society. (Individual Giving and Volunteering report, Giving Australia 2016 report series.

To what extent Australian individuals, businesses and foundations are practically caring and compassionate formed the bedrock of the Giving Australia 2016 study, the largest such research ever undertaken in this country. In coming issues, F&P will profile core findings. This first article provides a background to the study, explains why it’s important and delivers some headline findings released so far.

READ MORE

Boards must do more to stamp out wrongdoing in charities

We thank Third Sector Magazine for publishing this article.

Don’t damage trust.

When you put $20 in the charity collector’s can at the traffic lights, you trust that it goes to the people the charity was set up to help. But how do you know if this is actually the case?

The Conversation

The vast majority of donations Australians make are on the spur of the moment, often triggered by emotional concern for a cause that is close to their hearts. There is little opportunity, inclination or sense for someone making a small donation to expend effort doing due diligence on the recipient.

So, what are some ways that charities cheat their donors? And what can be done about it?

READ MORE

There’s cause for celebration and concern in how Australians are giving to charity

We thank The Conversation for publishing this article.

Australians are a famously giving people, but what are some of the issues surrounding charities in this country? You can see our infographic snapshot here, and follow our series Charities in Australia here.


Some 80.8% of adult Australians – 14.9 million of us – contributed financially to charities and non-profit organisations in 2015-16. At A$12.5 billion, total giving was well up from $4.7 billion a decade ago. The average donation of $764.08 was up too in real terms, by $210.16.

However, the percentage of people donating dipped from 87% over the same period. Annual data on tax-deductible donations tells a similar story, underlining the concern about a flatlining future for Australian charities if fewer people donate.

Trends emerging from the Giving Australia 2016 study, previewed last December, are cause for both celebration and concern.

READ MORE

Philanthropy: it’s good for business

Corporate philanthropy in Australia is thriving, according to a new article on QUT Business Insights. Over the past financial year, giving across large, medium and small enterprises has totaled $17.5 billion. Though larger businesses make up only 0.2 per cent of the Australian business population, they’re now more likely to give, and in greater amounts, than others, highlighting a significant change around ideas of corporate social responsibility.

“This is a significant shift from ten years ago,” says Associate Professor Wendy Scaife, director of QUT’s Australian Centre for Philanthropy and Nonprofit Studies (ACPNS) and the Giving Australia study. “Back then it was small businesses who cumulatively were the biggest givers in the country.

Read full article

Disrupted generation: What can we learn from Millennials’ attitude to giving?

Millennials should be considered no less disruptive than the apps they use and the economy they’re shaping, according to QUT Business Insights. Their impact can be seen in the changing face of corporate responsibility and the growing importance of philanthropic work.

ACPNS Director, Associate Professor Wendy Scaife says we are seeing a stronger emphasis on young people’s values alignment to those of the organisations they choose to engage with.

‘Millennials are generally giving more in a spontaneous way than older generations,’ Wendy says. ‘We’re also seeing this idea of serial volunteering – many don’t want to be involved with a single organisation for life, but to make as much impact as they can in the short term before moving on.’

The ideal workplace for Millennials is one of shared values, recognition and a sense that what they’re doing matters.

Read the full article

Where to next for arts philanthropy in Australia?

Find out what makes Bangarra Dance Theatre a philanthropy success story

The arts perennially faces the problem of scant public money and competition for the donated dollar so what is the state of arts giving in Australia and can more be done to foster arts philanthropy?

As part of Giving Australia, more research on arts-specific giving will be undertaken and will help identify the way forward. While the research is still underway, three strong themes emerging are the growing appeal of collective giving; the role of technology in telling the stories of need and facilitating easy giving; and the need for organisations to work with an increasingly diverse pool of donors.

We thank The Conversation for publishing this article.

Read the full article

First data to be released

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The Prime Minister’s Community Business Partnership has made available the first reports from Giving Australia 2016.

They include:

 

More Giving Australia 2016 reports will be released progressively in 2017.

#GivingAus

Launching Giving Australia 2016

Assistant Minister for Social Services and Multicultural Affairs, Senator the Hon Zed Seselja

Assistant Minister for Social Services and Multicultural Affairs, Senator the Hon Zed Seselja

Senator the Hon Zed Seselja, launched Giving Australia 2016, Australia’s largest review of giving and volunteering, at Parliament House on 1 Dec.

“The Commonwealth Government provided $1.7 million for Giving Australia 2016 to better understand how and why Australians give and volunteer, how much they donate and how these factors affect our non-profit and philanthropy sector,” Assistant Minister Seselja said.

The largest ever project of its kind, the research examined the giving behaviours of both individuals and business, with the intent of forming a strong evidence base to guide future policy related to charitable enterprise in Australia.

The first set of research products from Giving Australia 2016 revealed that:

  • 80.8% of Australians made charitable donations contributing a total of $12.6B to charities and nonprofit organisations
  • 43.7% of Australians volunteered a total of 932M in support of charities and nonprofits
  • the average amount donated by Australians has increased by $210.16 per annum since the last Giving Australia 2005
  • givers who donated via a planned arrangement contribute six times more than spontaneous givers, and
  • those who volunteer their time are also the most generous with financial donations contributing an average of $1017 – nearly double that of non-volunteers.

“I know that Giving Australia 2016 will be of real benefit to Australia’s nonprofit sector and the people they help every day, and I am sure it will help foster an even greater culture of giving across Australia,” Senator Seselja said.

Findings will continue to be released into 2017 and will inform policy and practise in the philanthropy and nonprofit sector, so watch this space!

Further reading

Some of the project's research team at the launch L-R Wendy Scaife, Wayne Burns, Myles McGregor-Lowndes and Jo Barraket

Some of the project’s research team at the launch L-R Wendy Scaife, Wayne Burns, Myles McGregor-Lowndes and Jo Barraket

Minister launches Giving Australia 2016

Launch transcript

Prime Minister’s Community Business Partnership commissions research on giving and volunteering 

Stasia Dabrowski, Canberra’s soup kitchen lady

The Hon Zed Seselja made mention of the generosity of this lovely 90-year-old-lady, Stasia at the launch. Find out about the joy she receives by giving and volunteering.

Pro Bono article: Volunteers give more

Pro Bono article: Australian businesses go beyond giving

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#GivingAus

Philanthropy in Switzerland – Associate Professor Georg von Schnurbein

gp-personGeorg von Schnurbein is Associate Professor and director of the Center for Philanthropy Studies (CEPS) of the University of Basel. Steffen Bethmann works as researcher at the CEPS and is a doctoral candidate in sociology at the University of Heidelberg in Germany.

Switzerland is a country that is mostly known for its direct democracy, beautiful mountain sceneries and its comparable high standard of living.  But Switzerland also has a strong civil society and a thriving philanthropy sector. The country might have the highest density of foundations in the world and ranks second after the Netherlands in term of people engaged in volunteering.  About three quarters of the population above fifteen say that they donate regularly to social or environmental organizations.

Historically, in Switzerland many welfare services were first developed and financed by civil society. The pension insurance as well as subsidies for people in need were founded privately before becoming institutionalized. Even though spending on social services is increasing, a strong sense of civic responsibility persists due to an enduring liberal tradition. The federalist structure of the country and the direct democratic system offer many opportunities for private participation and stimulate widespread engagement for the public welfare. An estimated total of 90,000 nonprofits for a population of eight million inhabitants prove the thriving significance of the philanthropic sector. The sector’s collaboration with the state is based on the principle of subsidiarity, where social and political matters are handled at the most local level possible. However, the nonprofits preserve a high degree of independence in both agenda setting and financial earnings.

Especially the foundation sector has shown a strong development over the last decades. About half of the 13,000 existing foundations were founded in the past 20 years. There are 16 foundations for every 10,000 inhabitants. However, due to the liberal laws little is known about their wealth and distribution of funds. There is no obligation to publish any financial data to the public. One lead are the results of a self-declaration of the around 110 members (grantmaking foundations) of SwissFoundations in 2014. In total they gave around CHF 375 million (AUD 510 million). The main granting areas were Education, Research and Innovation (34%), Social (26%), Culture (20%), International Development Aid (15%) and Environment (5%). The total amount of foundation grants in Switzerland is estimated to be around CHF 1.5 – 1.8 billion (AUD 2.3 – 2.5 billion).

Research about private donations shows more accurate numbers. The estimations are based on representative telephone interviews. Additional to large single donations the median donation per person per year is around CHF 250 (AUD 349). Around 12 percent donate amounts greater than CHF 1,000 (AUD 1,370). The total equals up to around CHF 1.4 billion (AUD 1.9). Interestingly the donation behavior differs in the German and French speaking parts of Switzerland. In general, households in the German part give more, and more frequently. The difference may be explained through differing cultural views on the responsibility of the state in providing welfare services. However, many donations are also given to international organizations, which work in developing countries.

The high amount of individual and organisational giving is to be seen partly in the high amount of disposable wealth within the Swiss population. To hear examples of large donations above CHF 20 million to Zoos or Museums is nothing irregular. Some of these are made anonymously as the Swiss tradition normally does not honor speaking loudly about charitable giving. At the same time there are efforts ongoing to establish a Swiss Giving Pledge and to bring the philanthropic engagement of wealthy Swiss more into the public. Philanthropy by individuals, companies and grantmaking foundations is stimulated by the population’s disposable wealth, the nation’s liberal legal framework that is simple to use in practice and the international perspective. Switzerland combines a high standard of financial services and legal stability with access to international organizations and networks. This combination makes the nation attractive for both (ultra) high net worth individuals and international nonprofits.

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Trends, challenges and opportunities in volunteering: How will Australia compare?

kylee-bates Thank you to ACPNS alumnus, Kylee Bates for this blog.

Kylee is the volunteer World President of the International Association for Volunteer Effort (IAVE) and the CEO of Ardoch Youth Foundation

Trends, challenges and opportunities in volunteering: How will Australia compare?

Like many leaders in the volunteering sector I am eagerly awaiting the launch of the findings of the Giving Australia Research that has been funded by the Prime Minister’s Community Business Partnership.

Like others, I’m keen to learn what the research tells us about the current state of volunteering in Australia that we feel we don’t already know.  Importantly, I want to see how government and sector leaders will choose to respond to in order to better support volunteering so as to be able to mobilise more Australians for greater impact in responding to some of Australia and the world’s greatest social, economic and environmental challenges.

As the volunteer World President, or ‘Chief Volunteer Officer’ of the International Association of Volunteer Effort (IAVE) the state of the world’s volunteering is something close to my heart, and understanding Australia’s place in that global picture has the potential to be a source of personal pride (or disappointment), depending on what the research tells us.

I am particularly interested to learn what researchers have discovered about the trends, challenges and opportunities that have been identified for volunteering in Australia and examining how these compare to those that exist globally.

Throughout 2015 IAVE, as a global membership organisation that exists to promote, support and celebrate volunteering in all the myriad of ways it happens throughout the world, undertook worldwide consultations to develop our new strategic plan.   We asked our members and stakeholder to tell us the key factors that they believed were impacting on volunteering in their country or region and what challenges and opportunities they felt these presented for volunteering globally.

The views expressed were diverse.  Not surprising given the diversity of the IAVE network and stakeholders that span different regions, countries, polities and sectors around the world. 

We heard that there is growing concern about actions by government that suppress and control the work of civil society, actions that lead to increased danger to some volunteers especially those working on unpopular issues or with marginalised groups of people, or deny the right to volunteer.

We heard that with the greatest mass movement of people that the world has ever seen that there is greater need to mobilize volunteers to respond to immediate need as well as longer term relocation and resettlement challenges.  But that volunteer involvement by those displaced, migrating or seeking refuge provides an avenue to successfully integrate into new communities.

We heard that the SDGs provide a new framework for understanding development issues globally and can provide new motivation for volunteer action.

We heard that new expectations are being created for people and organisations to draw on global perspectives and connections to solve problems.  That with this there is more interest in cross-border volunteering, but a need to also foster ‘indigenous’ forms of volunteering.

We heard that the potential for everyone in the world to be connected by one degree of separation as a result of new technologies creates opportunities for new reach, forms of interaction, citizen engagement and volunteering, but that the effectiveness of these tools is the product of their users and tools alone cannot provide the solutions.

We heard that as climate change pushes us towards the limits of our planetary boundaries a high priority must be placed on building community resilience through volunteering at all stages of disaster preparedness and recovery.

We heard that that the private sector is seen as – and must be – a critical partner in finding solutions to the complex societal challenges that exist throughout the world and that employee volunteering programs are an important platform for engaging more people, more often, in the pursuit of these.

We heard that for all stakeholder groups that there is an increased need to measure the impact of the work that volunteers do, as well as ensuring that there is good global data about the size and scope of volunteer effort.

I can’t wait to hear what Giving Australia 2016 tells us about the issues, challenges and opportunities for volunteering in Australia and how this might inform our approaches to mobilising and increasing the impact of volunteers.

As a country with just a small proportion of the world’s estimated 1 billion[1] volunteers Australia is an active and well-regarded contributor to global discussions on volunteering so the opportunity to share the learnings of this research with others is significant.  As is the opportunity to further mobilise more Australians to volunteer.

I am looking forward to doing both.

[1] p.13 United Nations Volunteers State of the World’s Volunteerism Report 2015

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ACPNS/FIA Alumni Anniversary Breakfast – Highlights of Giving Australia data

ballroom08 November 2016

Your chance to preview key themes and fundraising messages from the largest ever study on giving and volunteering in Australia!

This year’s ACPNS/FIA Alumni Anniversary Breakfast is not to be missed! The event will focus on Giving Australia 2016, whose findings will be launched officially in December.

This multi-data project, led by ACPNS, the Centre for Social Impact at Swinburne University of Technology and the Centre for Corporate Public Affairs and funded by the Prime Minister’s Community Business Partnership, seeks to understand how, why and how much Australians give and volunteer in 2016 and what this means for the nonprofit and philanthropy sector. Special guest is Angela Perry of the Prime Minister’s Community Business Partnership, and Professor Myles McGregor-Lowndes and Associate Professor Wendy Scaife will discuss key current messages from:

  • individuals
  • charities
  • philanthropists and foundations, and
  • businesses, large and small

Hear about the gaps, barriers and opportunities revealed, most popular fundraising vehicles and what is top of mind right now for the different giving sources.

Read more about our speakers here

Date Tuesday 8 November 2016
Time 7.15am – 9.00am
Venue Ball Room, Victoria Park Golf Complex, Herston Road, Herston
Cost FIA Member $55

ACPNS Alumni Member $55

Staff of Organisational Member $65

Non-Member $85

RSVP Register now

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Fantastic raffle prizes to be won! 

Apart from being a fab event, the ACPNS/FIA Alumni Anniversary Breakfast is also a major fundraising opportunity and every cent raised through selling raffle tickets goes towards ACPNS student scholarships and bursaries. These funds are incredibly important as they foster community leaders and build the capacity of the philanthropy and nonprofit sector.

In 2017 we have fewer scholarships to offer our students than in previous years – which is why we need YOUR help! This year we urge you to dig deep and help us raise more funds than ever before.

We have a selection of great prizes including:

  • a luxury five-star getaway
  • dinner at a top Brisbane restaurant
  • theatre tickets
  • Brisbane Wheel tickets
  • a crystal decanter set
  • alcohol
  • catering vouchers
  • mini golf vouchers

Prices start at $10 per ticket.

You can also contribute to the scholarship fund by donating any amount via credit card.

So please give generously this year and support a great cause – and of course bag yourself a fantastic prize at this year’s Alumni Anniversary Breakfast!

Leaving a lasting legacy by including a charity

Karen Armstrong.jpg

Thanks to Karen Armstrong from FIA and More Strategic for contributing a guest blog on including charities in wills. More information about the Include a Charity campaign can be found at the Include a Charity website and this week is Include a Charity Week.

This week, more than 100 charities are coming together, united in promoting a single cause: to encourage more Australians to leave a gift to a charity in their will.

While 87% of Australians support charities in one way or another in their lifetimes, only 7.5% actually follow through and leave a gift in their will to charity (Giving Australia 2005).

There is a perception that gifts in wills are only for the wealthy, but that’s not the case. Including a gift to a charity, no matter how big or small, can help charities continue their work into the future and really make a lasting difference. While we often only hear about gifts in the millions, the mid-point for a specified gift is $7,000, reflecting that Australians every day are demonstrating their generosity. Equal numbers of Australians are leaving smaller and larger gifts than $7,000 (Baker 2014).

Watch our giving to charities video about three Australians leaving gifts and you’ll see a common theme of a personal connection to the cause, or an inherent altruism, seeking a brighter future for the next generation. We also know from James’ research that in practice one’s visual autobiography is activated in the brain when one talks of leaving a gift in a will (2013). Connecting the autobiographical story of our supporters to our charities is absolutely key to any discussions we have with people considering including a charity.

IaC Week Launch at Taronga Zoo Sept 16_0

Include a Charity Week at Taronga Zoo.

Many of Australia’s most respected charities support the week-long campaign including the Australian Red Cross, Cancer Council, Compassion, RSPCA, World Vision, Salvation Army, The Smith Family, Cerebral Palsy Alliance, Vision Australia, The Heart Foundation and the list goes on. Together, we work to do what no single charity can do on their own – change the way Australians think about including charities in their will.

Read more

The GA2016 team talk arts philanthropy in “The Conversation”

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We are proud to announce that Associate Professor Wendy Scaife (Giving Australia 2016 project director) and Alexandra Williamson (Giving Australia 2016 team member) have been featured in today’s edition of The Conversation. Please visit The Conversation’s website to read about the fascinating topic of arts philanthropy in Australia and what the future may hold for this special area of giving.

Photo courtesy visualhunt.com

The kindness of in-kind giving

JulietteWright

Juliette Wright, founder of GIVIT. Our thanks go to Juliette for taking the time to share her inspiring story.

I get unbelievably sad when I think 2.5 million Australians are living in poverty, with one in six being children. Many do not have the simple items they need to get through the day or week. A child’s mum can’t afford the bus ticket to the doctor, a person experiencing homelessness doesn’t have a warm blanket for the night, and a refugee needs books to help learn English.

Imagine the difference we could make if every Australian undertook an act of kindness and gave one of their pre-loved items to someone else who really needed it.

In 2009, I started GIVIT with a goal of making giving easy. I wanted to alleviate the effects of poverty in Australia by ensuring every charity has what it needs through the simple act of in-kind giving.

Following the birth of my second child in 2008, I was surprised at the struggle endured trying to donate second-hand baby clothes to someone in need. Instead, local charities were searching for essential items such as sanitary products for women who had fled domestic violence, steel-capped boots to enable unemployed fathers to secure work and clean mattresses to stop disadvantaged children sleeping on the floor.

Read more

Beyond the exception: workplace giving in the 21st century

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Lisa Grinham, CEO of Good2Give and Dr Lisa O’Brien, CEO of The Smith Family and Chair of the Charity Taskforce, Australian Charities Fund, discuss workplace giving in this guest blog. Our sincere thanks to them for their wonderful contribution.

Strange to think that despite the increasing sophistication of employers bringing to life corporate social responsibility in their companies, workplace giving remains an outlier.

A workplace giving program allows employees to make a donation direct from their pre-tax pay, meaning donors receive their tax benefits immediately. This in turn saves charities from having to administer thousands of tax receipts for each workplace giving donation they receive – saving precious time and money.

And companies who administer these programs frequently choose to boost staff goodwill by matching their donations. It looks like this. $70 from the donor’s pocket, $30 forfeited by the ATO, and $100 from the company – turns into $200 for the recipient charity. Plus little to no administration for the payroll team or the charity. That’s a win all round.

Yet despite all our advancements over the last ten years, workplace giving in Australia isn’t growing as quickly as it could. Few Australian employers and employees are participating. Why? Especially when it’s the most tax-effective model of giving for all parties involved.

Read more

Australian international giving in an era of philanthropic globalisation

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The Giving Australia 2016 team would like to thank Natalie Silver, PhD candidate at ACPNS, for this blog post. 

We live in a world where people are financially and socially more connected than ever before. In the same way that economic globalisation transformed the global economy in the 20th century, the dramatic rise in international philanthropy in the 21st century has significantly altered the global philanthropic landscape. From 1991 to 2011, the OECD estimated that cross-border philanthropy from donor countries to the developing world grew from approximately US$5 billion to US$32 billion. If private donations combined were a country, they would constitute the world’s largest donor.

The global philanthropic landscape has been altered not only in terms of the amount of international philanthropy, but also the form that giving takes. New web-based technologies such as e-philanthropy and online giving and an array of social media have provided the infrastructure for a global philanthropic marketplace. A rise in international migration and an increasingly mobile international workforce has generated significant diaspora giving and remittances to home countries. New forms of social investment have also emerged, employing nonprofit, for-profit and hybrid structures. These financing mechanisms have been introduced by a new breed of global philanthropists giving large amounts of their wealth to tackle contemporary social problems and long-term global challenges that governments have been unable, or unwilling, to solve.

The United States has been at the forefront of the globalisation of philanthropy, with OECD figures showing that US private philanthropy to developing countries in 2013 was almost US$23 billion, a nearly tenfold increase from 1990. From the architects of modern philanthropy, Andrew Carnegie and John D. Rockefeller, who demonstrated a strong commitment to international causes, to Chuck Feeney and George Soros who established multi-billion-dollar philanthropic foundations serving as vehicles for large-scale cross-border giving, the US has been an engine of international philanthropy powered by its wealthiest citizens. No where is this more evident than the Bill and Melinda Gates Foundation. According to the OECD’s official aid data, the Gates Foundation is now the largest funder in the global health arena outside the US and UK governments, spending more annually on global health than the World Health Organisation.

Read more

Real photos of real people update 1 June 2016

Again we are pleased to present to you a selected real photos of real people taking real actions image. More photos are to come.

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Lending A Helping Hand

Help Me With It is a new way to get help and to help others. Help Me With It is a service connecting individuals who need help to do one-off tasks with individuals who can volunteer their time to fix, clean, care, shop, transport, garden, sort, teach and more. The Brisbane pilot of the service has just finished, and it will be launched in late 2016 in South-east Queensland. For more information about Help Me With It, please go to the website at www.helpmewithit.org.au

Don’t forget, if you are involved with a charity or nonprofit organisation, or if you are a volunteer or a philanthropist, we would love to tell your story.

We have a range of publications on giving, volunteering and the nonprofit sector in which your photos may be published. The findings of our research projects help people and nonprofit organisations and benefit communities across Australia.

 

Celebrating the end of the Household Survey

We joined Angela from McNair Ingenuity Research on the phone and toasted the end of the Giving Australia 2016 Household Survey with our version of champagne (sparkling apple juice). Over 6,200 telephone interviews were completed with individuals Australia-wide on their experiences in giving and volunteering. Congratulations to everyone involved!

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The Giving Australia 2016 team celebrates with apple juice. From L-R: Sandy Gadd, Dr Denise Conroy, Marie Crittall, Assoc Prof Wendy Scaife,  and Dr Matthew Flynn.

Real photos of real people update 24 May 2016

The Giving Australia 2016 team is pleased to present to you one of the first of our real photos of real people taking real actions. More photos will be published in the coming weeks.

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Spreading the Word

This photo was taken at the Logan Social Enterprise Expo and features Leanne Paulsen, Company Director of Project4Change Ltd, a Not for Profit Community Enterprise Property Development company. Project4Change is building homes in the outer Brisbane area to provide affordable housing for low income earners and those who are marginalised in society. Their current project is the construction of an Integrated Community in Leichardt, a suburb of Ipswich. The project consists of 21 residences comprising of 17 stand-alone 3 bedroom townhouses, 2 gold level adaptable disability (with carer-accommodation) units and two single bedroom, single level units, primarily for women over 50 as ageing in place. For more information, visit www.project4change.org.au

Don’t forget, if you are involved with a charity or nonprofit organisation, or if you are a volunteer or a philanthropist, we would love to tell your story.

We have a range of publications on giving, volunteering and the nonprofit sector in which your photos may be published. The findings of our research projects help people and nonprofit organisations and benefit communities across Australia.

 

Giving Australia and Orange Sky Laundry

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Lucas Patchett and Nick Marchesi of Orange Sky Laundry with QUT Chancellor, Tim Fairfax AC (centre).

On Tuesday 19 April some of the Giving Australia team from QUT were fortunate to attend a presentation by Nick Marchesi and Lucas Patchett of Orange Sky Laundry. From humble beginnings 18 months ago (one van fitted with donated machines) this charity has now achieved national and international recognition. It operates in 62 locations around Australia, has over 500 volunteers, and to date has washed over 105,000 kg of clothes for homeless people and people in need. Read more

Giving Australia at a special charity fundraising forum

Giving Australia at the Charity Fundraising Australia & Abroad special forum

We recently welcomed the opportunity to attend the Windsor Recruitment Charity Fundraising Australia & Abroad special forum. Thanks to Dylys and Windsor Recruitment for hosting us on the day.

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Attendees at the forum included (L-R) Cherie Nicholas, Manager, Community Program – Smiling for Smiddy (Mater Foundation); Bruce McDonald, Fundraising Director (Heart Foundation); Cameron Prout, CEO (Children’s Hospital Foundation); and Annette Rafter, Consultant (Windsor Recruitment).

We need real photos of real people taking real actions!

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Share your real photos of real people taking real actions!

Are you involved with a charity or nonprofit organisation? Are you a volunteer or a philanthropist? Does someone close to you volunteer in or give to your local community?

ACPNS is on the lookout for photos of real people taking real action in the fields of giving and volunteering across Australia. We have a range of publications on giving, volunteering and the nonprofit sector in which your photos may be published. The findings of our research projects help people and nonprofit organisations as well as benefit communities across Australia.

Click on the links below to submit your real photos! For more details or to share by Dropbox, email us at acpns@qut.edu.au

Real Photos Submission Form

Real Photos Information

Giving in Canada

Bob Wyatt

Giving Australia is interested in how our giving compares with other nations’. Thanks to 2016 ACPNS Ian Potter Foundation Fellow Bob Wyatt, CEO of Canada’s Muttart Foundation for this blog.

Trying to figure out how much Canadians give to charities each year is a bit of a confusing exercise, depending on which data you wish to use.

Statistics Canada annually reports the amount of money individual taxfilers claim by way of charitable-donation tax credit.  (In Canada, any donation to a registered charity is eligible for a tax credit; there is no subset of charities such as exists in Australia with deductible gift recipients.)

But there is also a study undertaken by Statistics Canada as part of the General Social Survey (GSS) that asks Canadians how much they donated to charities and nonprofit organizations in the previous 12 months.

The numbers are substantially different.

Read more

Giving Australia on the road at #volconf2016

Giving Australia at the 2016 National Volunteering Conference

2016 Nat Vol Conf Wendy and Alex v2

Project Director Dr Wendy Scaife (right – pictured here with Alexandra Gartmann, Managing Director of Rural Bank) travelled recently to the 2016 National Volunteering Conference and presented on Giving Australia 2016. To find out more about Giving Australia 2016 please register on our website to receive updates.

Giving Australia update 7 April 2016

Participating in our research

If you would like to participate in Giving Australia 2016 research, please register on our website (under the tab “Participate in our research”).

The Giving Australia 2016 project encompasses a range of research activities, including focus groups, dynamic interviews and one-on-one interviews, as well as a number of surveys.

You can keep up-to-date with the latest activities by registering on the website and making sure to click Yes to “Are you interested in receiving updates from the project?”.

Giving, celebrities and governance

Dr Diana Leat, Visiting Academic at ACPNS

Dr Diana Leat, Visiting Academic at ACPNS

By Dr Diana Leat, Visiting Academic at ACPNS

One of the biggest potential aids to encouraging giving is good communications – and, in particular, widespread media coverage. But not all media coverage is equal. In the current competition for party nominations in the US Presidential elections, it has been estimated that Donald Trump has received over $1 billion of free media coverage simply because what he says and how he says it makes headlines. For Trump whether the coverage is ‘favourable’ or ‘unfavourable’ may not matter as much as the very fact of being in the headlines every day. For charities being in the headlines is more complicated – content is, arguably, way more important than coverage.

Many charities may wish to hit the headlines more often – and that is presumably one reason why charities are generally more than happy to be associated with celebrities. When celebrity endorsement of a particular organisation or a cause goes smoothly it is assumed to be of considerable value even though it is debatable how much we really know about the effects of celebrity association on giving. Am I more likely to give to X because my favourite boy band is associated with X? Or is it simply because X gets more media mentions because of its association with the band?

Read more

Giving Australia update 3 March 2016

Share your real photos of real people taking real actions!

Are you involved with a charity or nonprofit organisation? Are you a volunteer or a philanthropist? Does someone close to you volunteer in or give to your local community?

ACPNS is on the lookout for photos of real people taking real action in the fields of giving and volunteering across Australia. We have a range of publications on giving, volunteering and the nonprofit sector in which your photos may be published. The findings of our research projects help people and nonprofit organisations as well as benefit communities across Australia.

Click on the links below to submit your real photos! For more details or to share by Dropbox, email us at acpns@qut.edu.au

Real Photos Information

Real Photos Submission Form

Why research giving and volunteering?

A blog to help celebrate Give Now Week and Giving Tuesday 2015

By Dr Wendy Scaife, Project Director, Giving Australia 2015*

*Giving Australia 2015 is

Like many, I truly respect the nonprofit and philanthropy sector. It’s not perfect but it is great: its fervour for every kind of cause; its clout to effect change; its passion for and by people; its compelling voice for those humans, animals and landscapes that have none.

Its ironies should be cherished: its most valuable workers are often unpaid, those with most help those with least and the worst in society brings out the best in our people; equality-based entities battle inequality and tenaciously pursue profit for nonprofit purposes; and the sector works with, while also advocating against corporate or government actions.

It is a unique and inspiring space and force.

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