Graham-Pelton's President, Elizabeth Zeigler, spoke at this year's CASE Europe Conference on Women in Philanthropy: Insights and Trends You Can Apply. In this era of “Lean In,” women are emerging boldly in the for-profit and non-profit sectors – including as campaign volunteer leaders and lead donors. Major gift fundraisers will benefit from current data about women and their philanthropy in order to develop sound engagement and solicitation strategies. We will provide an analysis of women making 1M+ gifts, spotlight trends that will affect the future, and share actionable insights.

1. Your Guide to Million
Dollar Giving:
Women in
Philanthropy
Fall 2014

2. 1
What’s Inside?
Trends in $1M+ giving by individual
women
A close-up look at $1M+ women’s
giving to higher education
Critical motivators for women’s $1M+
giving
Approaches to build your women’s
philanthropy programs

3. Cited and Recommended Sources
2

4. $1M+ Giving By Women in the U.S.:
High Level Trends
3

5. 4
Give more of their
wealth to
philanthropy than
men (156% more)
f
Make up 47% of
the U.S. top
wealth holders
Often outlive
spouses and
control family
wealth
More likely to
favor
philanthropic
advisors
Control nearly
$5 trillion in assets
More likely to
volunteer as women
and as girls
Less likely to
give to the same
organizations
consistently
More motivated to “give
back” when part of a
network

6. 5
Trend #1: Engagement Matters
Giving Motivators of High Net Worth Individuals
Women Men
#1 Impact of Gift (82%) Impact of Gift (71%)
#2 Organizational Efficiency (81%) Financial Security (70%)
#3 Giving Back (78%) Organizational Efficiency (69%)
#4 Financial Security (77%) Support Same Orgs. Annually (68%)
#5 Volunteer for Org. (66%) Giving Back (63%)
Source: Bank of America High Net Worth Philanthropy Study, 2012

7. Trend #2: Stay Relevant and Visible
6
Source: Bank of America High Net Worth Philanthropy Study, 2012

8. Trend #3: More Planning and Advising
High net worth women rely more heavily on planning and budgets for their
giving than men, and rely more on philanthropic advisors (20%) than men
(16%) for providing guidance in their giving.
28.1%
7
71.9%
78.4%
21.6%
Men
Women
Have Strategy and/or Budget
No Strategy and/or Budget
Source: Bank of America High Net Worth Philanthropy Study, 2012

9. Trend #4: Importance of Giving Networks
The Tiffany Circle, a network of women leaders and
philanthropists, focuses both on women’s giving and leadership
giving. Members invest at least $10K annually. In the first year
of the program in 2007, more than 50% of the 235 members
were new American Red Cross donors and the group raised $3
million – $33 million in first 5 years.
Women Moving Millions was created to grow million-dollar giving by
women. Despite the recent recession, it raised $182 million in 2009.
Demonstrating the power of networks of women, local United Way offices
have reported strong growth in dollars raised in communities where a
women’s leadership council exists.
Founded in 1988, the Women’s Philanthropy Council pioneered
the national women’s philanthropy movement in higher ed and has
become a model for others, raising more than $85 million since its
start, and influencing $500 million from other women to the
University of Wisconsin Foundation. All members contribute a
minimum of $50,000.
8

10. $1M+ Giving By Women:
How Much, How Many, and Where?
9

11. The number of $1M gifts from women over the decade have been relatively
consistent. In 2012, $1M+ gifts from individual females ($372M) made up just
under 3% of the total $13.77B in $1M giving. Foundations and individual males
are top two sources; couples gave $1.6B.
10
$1M+ Giving: Number of Gifts
Number of $1M+ Gifts by
Individual Women by Year
105 112 108
117
98
82
101 106
70
2004 2005 2006 2007 2008 2009 2010 2011 2012
Source: Graham-Pelton analysis of Lilly Family School of Philanthropy, Million Dollar List data

12. Female philanthropists making individual gifts at $1M+ favor higher
education and human services as sectors.
Total Dollars: Decade of Individual Female $1M+ Giving by Sector
11
$1M+ Giving: Sector
$501,150,000
$407,382,000
$169,333,266
$79,600,000
$32,000,000
$20,515,635
$15,600,000
$1,181,000,000
$596,638,242
$1,638,500,000
$2,970,830,000
Higher Education
Human Services
Arts, Culture, and Humanities
Health
Public, Society Benefit
Education
Environment and Animals
Religious Organizations
Overseas
International
Government
Source: Graham-Pelton analysis of Lilly Family School of Philanthropy, Million Dollar List data

13. Human services and arts and cultural organizations are receiving larger
mega-gifts from women than higher education, but not as many gifts at $1M-
$5M levels.
Gift Average: Decade of Individual Female
$1M+ Giving by Sector
$14,402,439
$6,214,982
$10,023,000
$6,904,780
$4,980,390
$5,685,714
$6,400,000
$2,930,805
12
$1M+ Giving: Sector
Gift Count: Decade of Individual Female
14
5
7
4
82
50
59
34
96
35
521
Higher Education
Human Services
Arts, Culture, and Humanities
Health
Public, Society Benefit
Education
Environment and Animals
Religious Organizations
Overseas
International
Government
$1M+ Giving by Sector
$3,900,000
$46,814,286
$5,702,169
Higher Education
Human Services
Arts, Culture, and Humanities
Health
Public, Society Benefit
Education
Environment and Animals
Religious Organizations
Overseas
International
Government
Source: Graham-Pelton analysis of Lilly Family School of Philanthropy, Million Dollar List data

14. Over the past decade, gifts of $100M+ from women have predominantly
gone to education and arts and cultural organisations.
13
$100M+ Giving
Ten Largest Gifts from Individual
Females 2004-2012
Recipient Dollars Year
Salvation Army $1.5B 2004
Bellosguardo Foundation $300M 2011
Harvard University $200M 2008
California Community Foundation $200M 2006
Houston Museum of Fine Arts $165M 2004
New York University $150M 2008
George School $128.5M 2007
Huntington Library and Gardens $100M 2010
Children's Memorial Hospital $100M 2007
Georgetown University $87M 2010
Source: Graham-Pelton analysis of Lilly Family School of Philanthropy, Million Dollar List data

15. $1M+ Giving By Women:
Higher Education Focus
14

16. 2012 $1M+ gifts to just higher education: individual female giving follows the
same distribution as all sectors – making up ~5% of the number of gifts (576),
and ~3.5% of total dollars($5.5B).
15
$1M+ Giving: Higher Education
Donor Type
# of
Gifts
Total Dollars
($M)
Average Gift Size
($M)
Individual Female 30 $187 $6.3
Corporation (incl. corporate fnds.) 55 $753 $13.7
Individual Male 103 $1,279 $12.4
Family/Couple 140 $1,160 $8.3
Foundation (private and family) 221 $1,951 $8.8
Source: Graham-Pelton analysis of Lilly Family School of Philanthropy, Million Dollar List data

17. $1M+ Giving: Higher Education Purposes
Women’s $1M+ giving to higher education shows that scholarship receives
the largest number of gifts while capital projects receive the greatest percent
of dollars.
Percent of $1M+ Dollars (2012-2008) to
Higher Education by Individual Females by
Purpose
16
Unrestricted
Endowment Unspecified
Faculty/Chairs
Academic Programs/Research
32%
34%
Percent of $1M+ Gifts (2012-2008) to
Higher Education by Individual Females
25%
15%
by Purpose
4%
5%
Unrestricted
Endowment Unspecified
Faculty/Chairs
Academic Programs/Research
Capital/Physical
Scholarship
21%
49%
24%
3%
3%
6%
Capital/Physical
Scholarship
Source: Graham-Pelton analysis of Lilly Family School of Philanthropy, Million Dollar List data

18. Women give to institutions close to home and are more likely to give gifts of
$1M+ to higher ed institutions in their region than other donor types.
17
$1M+ Giving: Regions
Decade of $1M Giving to Higher Education
by Individual Females Percent of $1M
Giving Staying in
Region:
All Donor Types
Donor
Region
Total
Dollars
Number of
Gifts
Percent of Gifts
Staying
in Region
Midwest $840M 112 85% 81%
Northeast $608M 100 79% 68%
South $709M 168 83% 82%
West $777M 129 71% 62%
Source: Graham-Pelton analysis of Lilly Family School of Philanthropy, Million Dollar List data

19. What Can You Do?
18

20. 19
Designing an Approach
Success
Network Women
Philanthropists
Inspire
Volunteer
Engagement
Tackle Social
Issues
Create Local
Impact Consider
Philanthropic
Advice
Stay Relevant
and Visible
Focus on Lead
Giving

21.  Distinguish between women that will give as a couple versus individually
 Hold small dinners with women in your community to learn what motivates giving
 Conduct a structured philanthropy profile discussion with your female donors
 Create a plan on how to approach women who have inherited family wealth
 Create a philanthropic advisor “role” on your team to offer insights on giving
 Develop asks plans that secure largest gifts – don’t just focus on “women” projects
 Detail stewardship materials that tell the story of a gift’s impact on your community
 Consider your institution’s criteria for investing in a women’s philanthropy network
 Create a women’s philanthropy e-newsletter for your women donors (send to couples,
too), which promotes the social network within which women give
20
Checklist

22. Graham-Pelton Consulting, Inc.
21
Contact Information
www.grahampelton.com
800-608-7955
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