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KCI Philanthropic Trends 2018 - 3 Fdns - FINAL

by

Paul Koreen

on 5 February 2018

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Transcript of KCI Philanthropic Trends 2018 - 3 Fdns - FINAL

01
DONORS' VIEW
02
RETENTION
ACQUISITION
04
BUSINESS INTELLIGENCE
BEST PRACTICE
06
LEADERSHIP
PHILANTHROPIC
INNOVATION
INVESTMENT
INCREMENTALISM
STAYING
AHEAD
OF THE CURVE
TRENDS 2018
PHILANTHROPIC
TRENDS 2018
03
05
EVOLVING DONOR EXPECTATIONS...
01.DONORS' VIEW
...AND MAJOR DONOR CHARACTERISTICS.
01.DONORS' VIEW
WHAT RESONATES WITH DONORS?
01.DONORS' VIEW
PERSONAL MISSION VS ORGANIZATION MISSION
01.DONORS' VIEW
THE BOARD REPORT CARD.
06.LEADERSHIP
00
BACKDROP
00.BACKDROP
00.BACKDROP
00.BACKDROP
00.BACKDROP
CDN PHILANTHROPY TODAY
donors are fewer...
enough money to fund programs
healthy fundraising program
a responsible balance of risk & reward
mindset, culture, practice, process
a way of being, not an event
permission!!
THE LOOMING 'LEADERSHIP DEFICIT'.
06.LEADERSHIP
Women now comprise
47% of donors
(up from 36% in 1985) and contribute
36% of donations
(compared to 28% in 1985)
Older Canadians now account for

60% of donors

(up from 40% in 1985) and contribute

74% of donations
(compared to 54% in 1985).
In 2014, the top 1% accounted for
31% of donations.

In 1984, the top 1% accounted for
16% of donations.
...and more female.
...older...
...wealthier...
00.BACKDROP
$1M GIFTS BY SECTOR, 2013-2017
MOVING DASHBOARDS BEYOND 'MONITORING' TO 'ANALYZING'...AND THEN DRIVING STRATEGY.
DASHBOARDS ARE FOR DONORS TOO!
IF TECHNOLOGY INVESTMENTS ARE EPISODIC, SATISFACTION WITH THEM WILL BE TOO.
04.BUSINESS INTELLIGENCE
04.BUSINESS INTELLIGENCE
04.BUSINESS INTELLIGENCE
LOOK FOR OPPORTUNITIES TO CONNECT WHEN PROVIDING VALUE...
03.ACQUISITION
...OR MAKING A LASTING IMPRESSION.
03.ACQUISITION
THE MILLENNIALS OBSESSION.
03.ACQUISITION
ON AVERAGE, LESS THAN HALF OF DONORS ARE BACK NEXT YEAR.
02.RETENTION
SMALL IMPROVEMENTS GIVE MAJOR IMPACT.
02.RETENTION
MAPPING THE DONOR EXPERIENCE.
02.RETENTION
TELL THEM WHAT THEY WANT TO HEAR!
02.RETENTION
IN TOTAL, EVERY
100 DONORS GAINED
IN 2016 WAS OFFSET BY
99 DONORS LOST
THROUGH ATTRITION.
Source: 2017 Fundraising Effectiveness Project, AFP & Urban Institute
CORPORATE GIVING MORE STRATEGIC, FOCUSED
01.DONORS' VIEW
INCLUSIVE GIVING BEDROCK? AUTHENTICITY.
03.ACQUISITION
“What you do must
REFLECT AND SERVE THE COMMUNITY

in some way. For the community to have an interest in having a relationship with you, your organization must provide programs and services that
AUTHENTICALLY ENGAGE
and serve its needs.” —Ratna Omidvar
00.BACKDROP
00.BACKDROP
Canada remains a World Giving Index leader at #4 over 5 years...(but has slipped from #3 to #7 over this period)
Individual giving returns to incremental growth.
$9.1 Billion
DON'T FORGET THE BOOMERS!
03.ACQUISITION
Source: BoardSource; Leading With Intent, 2017
THE RIGHT 'FOUNDATION FOR YOUR FDN'...
BE ENGAGING WHEN ENGAGING...
05.BEST PRACTICE
05.BEST PRACTICE
05.BEST PRACTICE
IN HOSPITAL FUNDRAISING
MULTI-FACETED, MULTI-CHANNEL APPROACH...
[7]

Holistic approach to volunteers
[8]
Deep donor engagement
[9]
Multi-faceted Physician and Hospital Family engagement
[10]
Marketing and communications
[1]

Hospital/Foundation partnership & alignment
[2]
Exacting analysis of opportunities and risks
[3]
Identifying compelling case priorities/projects
[4]

Strategic diversification of revenue stream
[5]
Strategic investment in resources to build capacity
[6]
Data-based decision-making

ALL FOCUSED ON IMPACT.
05.BEST PRACTICE
[11]
Communicating impact to donors and community
Full transcript