This document summarizes trends in global and US philanthropic giving in 2016-2017. It finds that total US giving reached an all-time high of $390 billion in 2016, though growth slowed from individuals and decreased from bequests. Challenges for 2017 include potential reductions in giving due to tax code changes and economic uncertainty. Private US giving to developing countries outpaced government giving by $10.8 billion. New forms of giving like impact investing and donor advised funds are also growing in popularity.

1. Looking Ahead: Building Relationships &
Resources for Global Health
Scott Jackson
President & CEO
Global Impact
September 28, 2017

2. Global Development Goals
Source: United Nations Development Program

3. U.S. Public Sector Landscape
0
2
4
6
8
10
2014 2015 2016
Giving's Growth Rate Economy's Growth Rate
Foundations
Religion
Education
Public Benefit
Human Services
Health
International Affairs
Arts & Culture
Environment & Animal…
Growth in Giving by Cause
 Summary of 2016
 With estimated $390 billion raised, an all
time high was achieved for the third year in
a row
 Giving grew from individuals, foundations,
and corporations, but decreased from
bequests
 Potential Challenges for 2017
• Recent proposals by Republicans in Congress
to change the tax code may reduce giving
• Recent Geopolitical Events, such as Britain’s
negotiations to leave the European Union,
could reduce giving
• The Stock Market’s Standard & Poor’s 500, a
strong indicator of individual giving, moved
down 8.7% to 9.5% in 2016, indicating a
possible reduction in giving
• The Economy’s lack of growth could pose a
problem for giving
• Personal Consumption, which is
strongly tied to individual giving, grew
by only 0.6% this year
• Increase in disasters domestically means
more competition for global causes S o u r c e : G i v i n g U S A F o u n d a t i o n / G i v i n g U S A 2 0 1 6

4. U.S. Philanthropic Landscape
Appropriations Budget Table (as of Sept. 2017)
FY16
Omnibus
FY17
Omnibus
FY18
President’s
Request
FY18
House
FY18
Senate
Global Health Programs (USAID and State) $8,503,405 $8,724,950 $6,481,000 $8,321,000 $8,710,000
Maternal and Child Health $750,000 $814,000 $749,600 $814,500 $829,500
of which Gavi $235,000 $275,000 $290,000 $290,000 $290,000
Polio in all accounts $59,000 $59,000 NA $59,000 $59,000
Family Planning in all accounts $607,500 $607,500 $0 $461,000 $461,000
Nutrition $125,000 $125,000 $78,500 $125,000 $125,000
Vulnerable Children $22,000 $23,000 $0 $23,000 $23,000
Malaria $674,000 $755,000 $674,000 $755,000 $755,000*
Tuberculosis $236,000 $241,000 $178,400 $241,000 $261,000**
Neglected Tropical Diseases $100,000 $100,000 $75,000 NA $100,000
HIV/AIDS (USAID) $330,000 $330,000 $0 $330,000 $330,000
HIV/AIDS (bilateral, State) $4,320,000 $4,320,000 $3,700,000 $4,320,000 $4,320,000
Global Fund to Fight AIDS, TB, and Malaria $1,350,000 $1,350,000 $1,125,000 1,350,000 $1,350,000
Pandemic Influenza and other Emerging Threats -- $142,500 -- -- --
of which Emergency Reserve Fund -- $70,000 -- $10,000 --
of which Global Health Security -- $72,500 $72,500 *** $72,500 *** $72,500 ***
Water (in all accounts) $400,000 $400,000 NA $400,000 $400,000
UNICEF in IO&Ps $132,500 $132,500 NA**** $132,500 $137,500
CDC (Center for Global Health) $427,120 $435,121 $350,000 $435,121 $433,610
of which Global Health Security Agenda -- -- --
CDC (Center for Emerging Zoonotic and Infectious
Diseases)
$579,890 $584,922 $514,000 $551,522 $584,920
NIH (HHS) $32,084,000 $34,084,000 $26,900,000 $35,200,000 $36,100,000
Fogarty International Center $70,450 $72,213 $0 $73,353 $74,280
NIAID $4,629,000 $4,906,638 $3,780,000 $5,005,813 $5,127,870
Key Accounts (in thousands)

5. U.S. Philanthropic Landscape
S o u r c e : G i v i n g U S A F o u n d a t i o n / G i v i n g U S A 2 0 1 6

6. U.S. Philanthropic Landscape
42%
31%
16%
11%
Main Sources of
Non-Governmental Giving to the
Developing World
Private & Voluntary
Organizations
Corporations
Religious
Organizations
Foundations
S o u r c e : C h r o n i c l e o f P h i l a n t h r o p y , 2 0 1 7
43.9
33.1
0
5
10
15
20
25
30
35
40
45
50
Private Giving U.S. Government
Giving to Developing Countries (in
Billions)
In 2014, U.S. private giving to developing countries outpaced the U.S.
government by $10.8 billion, according to the
2016 Index of Global Philanthropy and Remittances
U.S. Philanthropic Landscape

7. New Ways to Give: Impact Investing
Social Impact Investments
 Investments intended to create a
positive impact beyond financial
return (SROI)
 Four characteristics of impact
investing*
 Intentionality
 Investment with return
expectations
 Range of return expectations and
asset classes
 Impact measurement
High Impact Funds
 Provide a simple way to give to
humanitarian issues
 Global Impact High Impact Funds
focus on issues
 Clean Water
 Disaster Relief
 Economic Development
 Global Health
 Hunger
 Refugees, and many others
*Rockefeller Foundation’s Global Impact Investing Network
New Ways to Give: Impact Investing

8. New Ways to Give: Donor Advised Funds
 Summary of 2016
 Saw a 12.9% increase in giving from the
previous year
 Fidelity donors Gave $3.5 Billion in 2016
 Supported over 114,000 non-profits
 Popular non-profits grew from 21 to 30
charities
 Trends to Watch 2017
 72% of 849,000 grants that donors
recommended in 2016 were for charities
they had previously supported
 $1.8 billion of grant dollars went to
smaller, local non-profits in donors’ home
states
 Several charities received more funds in
2016 in response to the November 2016
election
 Planned Parenthood moved up three spots on the list
of popular non-profits
 The American Civil Liberties Union Foundation,
Southern Poverty Law Center, & Natural Resources
Defense Council came onto the list of popular non-
profits for the first time
“Donor-advised funds are
an ideal way for people to
make a difference because
they help donors stay
nimble to immediately
respond to unforeseen
world events, while
maintaining their
commitment to their core
giving interests”
Pam Norley
President
Fidelity Charitable Trust
New Ways to Give: Donor Advised Funds
S o u r c e : C h r o n i c l e o f P h i l a n t h r o p y 2 0 1 7

9. New Ways of Giving: Growfund
Invest. Grow. Change everything
www.mygrowfund.org