Giving and fundraising in a changing environment


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Presentation to Association of NHS Charities' members' interest group on fundraising

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Giving and fundraising in a changing environment

  1. 1. Giving andfundraisingin a changingenvironmentCathy PharoahProfessor of Charity FundingCo-Director, CGAP
  2. 2. Factors potentially influencing donors to NHSOngoing process of provider re-configurationChanging patterns of population access to services(Visible) efficiency savingsRe-balancing of private and public service provisionIncreased competition for major/ local support
  3. 3. Source of Direct recipient Main services Direct beneficiaryA funding NHS Specialized • mental health Patients –complex service-providing charities • • HIV/AIDS joint social/ health particularly in communitymap • • elderly acute • drugs/alcoholcharity- • community nursingstatutory and hospice carehealth sector Direct private NHS hospitals and • research NHS hospitals andfunding donations from: other facilities • buildings/equipment research institutionsrelationships • staff/patient welfare Charitable trusts • other institutional General charities- • user support eg CRUK Individual donors Hospital charities Direct private Fundraising health • patient health NHS hospitals and donations, from charities: information other facilities • NHS research Individuals CRUK • care services (often Users and patients Companies BHF through the NHS) Arthritis Research Other charities Macmillan Diabetes UK Alzheimer’s Society Local hospices
  4. 4. Distribution ofprivate* giving – Benevolent Elderly Youth/ leisurewhat gets the Community devt/ Service/ ex-servicebiggest slice? regeneration Educ/ professional International Health Info/ Research Cancer Chest and Heart Arts and culture Social welfare Envt/ Conservation Children Religious (welfare) Disability, deaf, Animal welfare blind, mental health Religious (International) Hospices/ hospitals Religious (mission)*Includes individual, corporate, private trust and legacy giving Pharoah, Charity Market Monitor 2011, CaritasData (July 2011)
  5. 5. Distribution of statutory Chest and Heart Elderly Benevolent Religious (welfare) Cancer funding – Community development/ where might regeneration Health Info /Research Social welfare funding cuts Service/ Religious (Internat) create new ex-service Hospices/hospitals Envt/ Conservation competition? Arts and culture Education/ professional Children/ youth/ Disability, deaf, blind, leisure International mental healthAnimal welfare and religious missionary causes disappear from this chartSource: Pharoah, Charity Market Monitor 2011, CaritasData (July 2011)
  6. 6. Comparative (Indexed) trends in householdspending and donating 2001-2010 200 180 160 Average donation (popn) 140 Average donation (donors) 120 100 Average spending 80 1 2 3 4 5 6 7 8 9 10 Year from 2001 onwards
  7. 7. Trends in % of income given, by age % 3.5 3 1978-1982 2.5 2003-2008 2 1.5 1 0.5 0 26-30 41-45 46-50 61-65 66-70 71-75 >75 Age band
  8. 8. Trends in proportion (%) giving, by age % 45 1978-1982 40 2003-2008 35 30 25 20 15 10 5 0 26-30 41-45 46-50 61-65 66-70 71-75 >75 Age band
  9. 9. £1.6 billion donations to top health charities –where does it go? Mental health Hospitals £43m £98m Health info & research £193m Cancer £747m Chest and heart £208m£1 6b f h lth Hospices £255m
  10. 10. Giving White Paper initiativesNorms Major campaign payroll giving /10% legacy incentiveSocial Action Fund/ £10m for giving innovation/ ideas - priorityInnovationInformation and local £700k for Philanthropy UK/ £30m local infrastructurecapacity £80m investment through Community First Seamless integration with daily activities -Nudging/ behaviouraleconomics ATM, online, round poundTax Reducing inheritance tax, consultation tax reductions for gifts of art New honours committee/ £400k from NESTA forCelebration ‘Spice Trial charity promotions, public service website estate Directgov, 4.5 million hits per wk/ use of estate
  11. 11. Stealth missile –understanding the donor marketPolicy and Rhetoric Realities of donor marketwider donor group narrowing donor groupyoung/ less wealthy older/ more wealthyinnovation, new technology/ media limited accessfamiliar old chestnuts eg GAYE weak track recordstransactional approach to growth substitution effectswelfare ‘big society’ role individualistic donor preferenceshigh net worths/ business models womenlegacies competing prioritieseconomic contraction/cuts links between wealth, growth, giving
  12. 12. Potential competitive advantagesmajor donors like major capital investments and R&Dpreferences towards health and bio-medical sciencesless ‘crowding out’ effect on donations to healthNHS charity fundraising – relatively embryonic in some areasundeveloped legacy marketchanging demography – age and wealthchanging demography – age and healthnew localism