This document summarizes the state of nonprofit fundraising and grantseeking. It finds that while overall giving is increasing slightly, government and foundation funding has decreased. Nonprofits are feeling optimistic but challenges remain, including reduced funding, competition, and lack of staff time for grantseeking. Private foundations remain the most common source of grants, though award amounts have fluctuated. Nonprofits continue submitting many grant applications but success varies by size and issue area. Grantseeking challenges include both external factors like the economy as well as internal issues like limited staff capacity. There is an increased need for professional grant writers and consultants to help nonprofits overcome these obstacles.
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2014 Giving in Numbers: Highlights from CECP's Annual Reserach - November 201...VolunteerMatch
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These slides are taken from the graduate financial planning course "Introduction to Charitable Planning" at Texas Tech University. Details at www.EncourageGenerosity.com
[ARCHIVE] Aviva Real Retirement report, March 2012Aviva plc
The Aviva Real Retirement Report is a quarterly analysis of the finances and related concerns of people in three stages of retirement, 55-64, 65-74, and over 75.
2014 Giving in Numbers: Highlights from CECP's Annual Reserach - November 201...VolunteerMatch
Giving in Numbers is the leading benchmark on corporate giving and socially motivated employee engagement programs. In this year’s report, CECP, in association with The Conference Board, collected data from a record 261 companies on their 2013 contributions and employee engagement programs. In the November Best Practice Network webinar, CECP’s Michael Stroik will discuss trends in giving in the four years since the recession; how giving stacks up against consumer and CEO confidence; what it takes to be among the top 25 percent of corporate givers; which types of employee engagement programs are expanding; and for the first time, how companies are measuring the social impact of their giving.
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The 2013 Halo Report finds angel investment activity on the rise with more high-valuation deals closed in 2013 than in 2012. While median round sizes held steady at $600K per deal, they were at a three year high when angels co-invested with non-angels. The share of angel investment in Internet, healthcare and mobile startups continued to increase. Golden Seeds, Tech Coast Angels, and Houston Angel Network, which is new to the list, were the three most active angel groups in 2013. With a continued progression toward more even distribution of investments nationally, entrepreneurs throughout the country are likely to find it easier to access angel investors for critical early stage funding. The Halo Report, put together by the Angel Resource Institute, Silicon Valley Bank and CB Insights, includes aggregate analysis of investment activity by angel investors and angel investment groups, highlighting trends in round sizes, pre-money valuations, and industry investment preferences.
Why cash is not king in fundraising: Results from 1 million nonprofit tax ret...Russell James
This research tracks the fundraising growth of hundreds of thousands of nonprofit organizations from 2010 through 2016 to identify what predicts current and long-term fundraising growth. A key predictor is whether the nonprofit effectively pursues gifts of assets (e.g., stocks, bonds, real estate) rather than gifts of cash. This presentation reviews these comprehensive results, investigates the psychological and practical aspects of why gifts of assets are so critical for high-growth fundraising, and discusses strategies for effectively pursuing these important gifts.
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The 2013 Halo Report finds angel investment activity on the rise with more high-valuation deals closed in 2013 than in 2012. While median round sizes held steady at $600K per deal, they were at a three year high when angels co-invested with non-angels. The share of angel investment in Internet, healthcare and mobile startups continued to increase. Golden Seeds, Tech Coast Angels, and Houston Angel Network, which is new to the list, were the three most active angel groups in 2013. With a continued progression toward more even distribution of investments nationally, entrepreneurs throughout the country are likely to find it easier to access angel investors for critical early stage funding. The Halo Report, put together by the Angel Resource Institute, Silicon Valley Bank and CB Insights, includes aggregate analysis of investment activity by angel investors and angel investment groups, highlighting trends in round sizes, pre-money valuations, and industry investment preferences.
Why cash is not king in fundraising: Results from 1 million nonprofit tax ret...Russell James
This research tracks the fundraising growth of hundreds of thousands of nonprofit organizations from 2010 through 2016 to identify what predicts current and long-term fundraising growth. A key predictor is whether the nonprofit effectively pursues gifts of assets (e.g., stocks, bonds, real estate) rather than gifts of cash. This presentation reviews these comprehensive results, investigates the psychological and practical aspects of why gifts of assets are so critical for high-growth fundraising, and discusses strategies for effectively pursuing these important gifts.
These slides are taken from the graduate financial planning course "Introduction to Charitable Planning" at Texas Tech University. Details at www.EncourageGenerosity.com
A guide to understanding charitable giving and charitable bequest giving using neuroimaging with practical examples of applications to planned gift marketing
Importé des Etats-Unis, le modèle de collecte de fonds via "Capital Campaign" gagne du terrain en France. Comment se construit cette approche spécifique des
grands donateurs ? Qu'est ce qui en fait les forces et les faiblesses ? Quels sont les argumentaire à mettre en oeuvre et selon quelle logique ? Sarah Huisman et
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The Angel Resource Institute (ARI), Silicon Valley Bank (SVB) and CB Insights released the Q2 2014 Halo Report today, a national survey of angel group investment activity. The report finds median pre-money valuations continuing to climb for the third consecutive quarter reaching $3 million in Q2 2014. Round sizes dropped approximately 40 percent to $600K over the prior quarter when angel groups invested alone, but rose nearly 20 percent to $2 million when angels co-invested with other types of investors.
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Business development companies are an important and growing source of funding for middle market companies. Along with private equity and other investment funds, BDCs provide billions of dollars of investment capital to private companies in every segment of the economy.
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Private Capital Access Index Study Results Q1 2012D&B B2B
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Webinar: Grantseeking Trends: Who Gets Funding and What That Means for Your N...TechSoup
We all ask ourselves these questions: Who will fund my organization? What is a reasonable level of funding to expect for my organization? Does my budget, location, or mission affect my organization's ability to be awarded grants?
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5. A majority of nonprofits reported
increased donations
Nonprofit Research Collaborative April 2012 Nonprofit Fundraising Survey
6. Which is an improvement over last year
Nonprofit Research Collaborative Late Fall 2011 Nonprofit Fundraising Survey
7. Overall, changes in charitable receipts
are trending in the right direction
Nonprofit Research Collaborative April 2012 Nonprofit Fundraising Survey
9. …and by issue area
Nonprofit Research Collaborative April 2012 Nonprofit Fundraising Survey
10. Nonprofits are feeling optimistic
Nonprofit Research Collaborative April 2012 Nonprofit Fundraising Survey
11. But they have felt optimistic before
Nonprofit Research Collaborative April 2012 Nonprofit Fundraising Survey
12. More nonprofits met their fundraising
goals in 2011
Nonprofit Research Collaborative April 2012 Nonprofit Fundraising Survey
13. And grants were an important factor
Nonprofit Research Collaborative April 2012 Nonprofit Fundraising Survey
14. Grants are over 25% of funding for half
of all nonprofits
State of Grantseeking Spring 2012, GrantStation and PhilanTech
15. Mid-sized organizations rely most
heavily on grants as funding source
Medium
Small Organizations Organizations Large Organizations
% of Budget All Organizations
<$100,000 $100,000 - >$1,000,000
$999,999
Under 10% 35% 47% 23% 42%
11 - 25% 22% 18% 24% 23%
26 - 50% 16% 10% 20% 15%
51 - 75% 12% 7% 16% 10%
over 75% 15% 18% 17% 11%
State of Grantseeking Spring 2012, GrantStation and PhilanTech
16. State of Grantseeking for Nonprofits
• 81% of respondents applied for more (46%)
or the same number (35%) of grants
▫ Previous survey: more (45%), same (33%)
• 69% of respondents received the same
number (38%) or more (31%) grants
▫ Previous survey: same (37%), more (26%)
• 64% of respondents received the same size
(41%) or larger (23%) grants
▫ Previous survey: same (38%), larger (25%)
17. Government funding has decreased
Nonprofit Collaborative Late Fall 2011 Nonprofit Fundraising Survey
18. Total foundation giving is stabilizing
Foundation Center, Foundation Growth and Giving Estimates 2011
19. But funding priorities have changed
• “With government pulling out of ‘safety net’
funding, we are finding that foundations are
moving away from support for the arts to fill the
gap in needed social services.”
• “It seems that grant funding is becoming much
harder to get, more specific to apply for and fewer
and farther between. It also seems as if the things
that we need most are things that are least likely to
have a grant available to supply.”
21. Private foundation grants remain the
most frequent funding source
State of Grantseeking Spring 2012, GrantStation and PhilanTech
22. Organizations of all sizes rely heavily on
private foundation grants
All Small Medium Large
Source Organizations Organizations Organizations Organizations
Private Foundation Grants 72.0% 49.0% 77.0% 81.0%
Community Foundation Grants 58.0% 39.0% 58.0% 68.0%
Corporate Grants 54.0% 32.0% 53.0% 68.0%
Corporate Gifts 35.0% 18.0% 32.0% 47.0%
Federal Grants 43.0% 13.0% 36.0% 67.0%
State Grants 48.0% 26.0% 43.0% 66.0%
Local Government Grants 38.0% 22.0% 37.0% 48.0%
Other Grant Sources 13.0% 22.0% 13.0% 9.0%
State of Grantseeking Spring 2012, GrantStation and PhilanTech
23. Private foundation grants were also the
largest single source of total grant
funding
State of Grantseeking Spring 2012, GrantStation and PhilanTech
24. The largest source of total grant funding
varies by organization size
All Small Medium Large
Largest Funding Source Organizations Organizations Organizations Organizations
Private Foundation Grants 27.0% 25.0% 34.0% 21.0%
Community Foundation Grants 9.0% 14.0% 10.0% 5.0%
Corporate Grants 9.0% 15.0% 10.0% 3.0%
Federal Grants 24.0% 5.0% 16.0% 42.0%
State Grants 15.0% 14.0% 13.0% 19.0%
Local Government Grants 7.0% 7.0% 9.0% 5.0%
Other Grant Sources 10.0% 20.0% 9.0% 4.0%
State of Grantseeking Spring 2012, GrantStation and PhilanTech
25. Private foundations were also the source
of the largest grant
State of Grantseeking Spring 2012, GrantStation and PhilanTech
26. Nonprofits continue to submit many
requests to grantors
State of Grantseeking Spring 2012, GrantStation and PhilanTech
27. …and continue to get grant awards
State of Grantseeking Spring 2012, GrantStation and PhilanTech
28. Organizations rely on different people
to engage in grantseeking activities
State of Grantseeking Spring 2012, GrantStation and PhilanTech
30. Most organizations get grants under
$100,000
All Small Medium Large
Largest Award July – December 2011 Organizations Organizations Organizations Organizations
$1 to $10,000 24% 59% 25% 10%
$10,001 to $50,000 28% 28% 36% 19%
$50,001 to $100,000 13% 4% 18% 11%
$100,001 to $500,000 22% 9% 18% 32%
$500,001 to $1,000,000 5% 0% 1% 11%
Over $1,000,000 8% 0% 3% 16%
State of Grantseeking Spring 2012, GrantStation and PhilanTech
31. Grant award sizes stayed the same or
increased
State of Grantseeking Spring 2012, GrantStation and PhilanTech
32. …but that hasn’t been consistent
Largest Grants
Amount Fall 2011 Spring 2011 Fall 2010 Spring 2010
Highest $ $30,000,000 $26,000,000 $100,000,000 $57,000,000
Median $ $45,000 $39,000 $65,000 $50,000
Average $ $462,539 $312,000 $775,600 $611,500
Smallest Grants
Amount Fall 2011 Spring 2011 Fall 2010 Spring 2010
Lowest $ $25 $1 $100 $10
Highest $ $525,000 $500,000 $600,000 $500,000
Median $ $1,000 $1,500 $1,500 $2,000
Average $ $6,966 $8,200 $10,468 $7,310
State of Grantseeking Spring 2012, GrantStation and PhilanTech
33. Nonprofits submitted the same number
or more grant requests
State of Grantseeking Spring 2012, GrantStation and PhilanTech
34. Which resulted in increased numbers of
grants for 31%
State of Grantseeking Spring 2012, GrantStation and PhilanTech
35. Changes in numbers of grants varied by
issue area
Same
More grants Fewer grants number of
grants
ARTS, CULTURE, HUMANITIES 33.33% 25.81% 40.86%
EDUCATION 31.93% 26.89% 41.18%
ENVIRONMENT 36.00% 36.00% 28.00%
HEALTH CARE 34.92% 25.40% 39.68%
HUMAN SERVICES 32.14% 26.79% 41.07%
INTERNATIONAL 25.00% 25.00% 50.00%
PUBLIC, SOCIETAL BENEFIT 28.57% 21.43% 50.00%
RELIGION-RELATED 0.00% 33.33% 66.67%
State of Grantseeking Spring 2012, GrantStation and PhilanTech
36. Nonprofits face both internal and
external grantseeking challenges
State of Grantseeking Spring 2012, GrantStation and PhilanTech
37. Smaller organizations struggle more
with the mechanics; larger organizations
struggle more with the macro issues
All Small Medium Large
Grantseeking's Greatest Challenge in 2012 Organizations Organizations Organizations Organizations
Competition 6.0% 4.0% 5.0% 8.0%
Reduced funding 12.0% 6.0% 11.0% 17.0%
Economic conditions 11.0% 5.0% 11.0% 14.0%
Funder practices and requirements 6.0% 5.0% 7.0% 6.0%
Internal organizational issues 4.0% 0.0% 3.0% 7.0%
Lack of time and/or staff 23.0% 26.0% 26.0% 19.0%
My organization needs a grantwriter 7.0% 14.0% 6.0% 3.0%
Relationship building with funders 7.0% 9.0% 7.0% 7.0%
Research, finding grants for my organization’s
mission 16.0% 21.0% 16.0% 13.0%
Writing grants 4.0% 8.0% 2.0% 2.0%
Other 4.0% 3.0% 4.0% 4.0%
State of Grantseeking Spring 2012, GrantStation and PhilanTech
38. Project Streamline, addressed to
funders, identified challenges
• Enormous variability
• Requirements that aren’t “right sized”
• Insufficient net grants
• Outsourced burdens
• Trust undermined
• Reports on a shelf
• Fundraising gymnastics
• Due diligence redundancy
• Double edged swords
• Time drain for grantmakers, too
39. In the words of grantseekers…
• We have lost key staff, whose positions have been
unfilled for months. We have never been able to
devote a staff position to grant writing. We apply
mainly for the same local grant opportunities on a
regular basis instead of broadening our
opportunities.
• With the funding reductions we have experienced a
reduction in staffing. This means fewer hours to
spend on grant writing, research, etc.
40. In the words of more grantseekers…
• Federal and state funds cut by amounts that would
mean doubling all other sources just to remain
even.
• We just don't have the staff that has the experience
in writing grants nor the time to conduct the
needed research.
41. In the words of yet more grantseekers…
• It seems that grant funding is becoming much
harder to get, more specific to apply for and fewer
and farther between. It also seems as if the things
that we need most are things that are least likely to
have a grant available to supply.
• Due to the downfall of the economy, my
organization reduced staff positions by merging
staff responsibilities into multiple tasks. We lost
our development director/grant writer that is one
of the most critical positions for a nonprofit.
42.
43. Implications for grant professionals
• Recovery is still on the horizon, not yet
present
• Don’t assume that this year’s funder will be
next year’s funder
• Impact of government funding reductions
isn’t over
• Diversify
• Grant trends can inform strategy and
prospecting
44. Focus
• On net positive grants
• On developing and cultivating relationships
• On high ROI prospects – and issues that
matter to them
45. There is an increased need for grant
professionals
• Challenges of time, not having grantwriter on staff
▫ “We just don't have the staff that has the experience in
writing grants nor the time to conduct the needed
research.”
▫ “The organization does not have a professional grant-
writing professional. Each individual program director
must research and write their own grant proposals, taking
valuable time away from direct program administration and
development.”
• Opportunity for consultants
▫ Expertise + time = ROI
46. …but corresponding stress on ability to
pay
• New hires are not in the cards for many
nonprofits
• Many don’t have the cash flow to pay
consultants
47. Nonprofits remain optimistic about the
next six months
State of Grantseeking Spring 2012, GrantStation and PhilanTech