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1
Date
FY06 – FY16 (through June 2016)
PROPRIETARY
A Mid-Year Report on
$10 Million+ Gifts and
Commitments to
Higher Education
2
Methodology
$10 Million Gift Report Methodology
Marts & Lundy Data Pre-2015 Marts & Lundy Data 2015 and Moving Forward
The Chronicle of Philanthropy, "America's Top Donors"
The Chronicle of Philanthropy, "America's Top Donors"
The Chronicle of Higher Education for additional Higher Education gifts
Program scans Twitter for additional gifts at all $10M+ levels
Manual scan of headlines for additional $50M+ gifts
Includes $1M+ gifts and commitments from individuals and family foundations.
Includes $10M+ gifts and commitments from individuals and family foundations.
Bequests excluded $50M No gifts types routinely excluded; includes Gifts in Kind ("Non-Cash"), Bequests, Challenge and Matching
US recipients only US recipients only
3
Executive Summary Q2 2016
Chronicle of Philanthropy and Twitter Data
Giving Dollars See slide 5
2015 Q1-2: $3.3B 2016 Q1-2: $2.9B 12% lower than last year
Number of Gifts See slide 6
2015 Q1-2: 97 2016 Q1-2: 96 1% lower than last year
Giving Dollars by State See slide 8
California is leading all other states as a recipient of Higher Education dollars by a wide margin.
Percent HE Dollars of Total $10M+ Philanthropic Dollars Excludes giving to foundations See slide 10
2015 Q1-2: 66.4% 2016 Q1-2: 56.4%
4
The Chronicle of Philanthropy
and Twitter Data
5
$10M+ Giving to Higher Education through Q2 2016
Line indicates year-end value of the Dow Jones
Source: The Chronicle of Philanthropy and Twitter
includes gifts and commitments.
6
$10M+ Number of Gifts to Higher Ed. through Q2 2016
by Gift Level
Source: The Chronicle of Philanthropy and Twitter
includes gifts and commitments.
7
$10M+ Higher Ed. by Gift Type through Q2 2016
Note: Gifts can be of multiple types, but no gifts are duplicated here. Generally, gifts in kind are only included in “Non-Cash.” If a gift is a bequest, it is only included in “Planned Gift,” and finally, if a gift is challenge/matching, it is only included in “Challenge and Matching.” All other gifts and pledges are in “Gift”.
Source: The Chronicle of Philanthropy and Twitter
includes gifts and commitments.
8
2016 $10M+ Higher Ed. by Recipient State
through Q2
Source: The Chronicle of Philanthropy and Twitter
includes gifts and commitments.
9
2016 $10M+ Number of Gifts to Higher Ed.
by Recipient State through Q2
Source: The Chronicle of Philanthropy and Twitter
includes gifts and commitments.
10
Higher Ed. as % of Total $10M+ Giving
through Q2 2016
Note: The Chronicle of Philanthropy designates giving to the Bill & Melinda Gates, Walton Family, Conrad N. Hilton, and similar foundations as giving to “Foundations.” Such gifts are excluded here. Other gifts to foundations, such as the ClearPath Foundation, are designated as giving to specific causes and are included here.
Source: The Chronicle of Philanthropy and Twitter
includes gifts and commitments.