The Australian Centre for Philanthropy and Nonprofit Studies, qut



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Abbreviations


All or Nothing AoN

Australian Bureau of Statistics ABS

The Australian Centre for Philanthropy and Nonprofit Studies ACPNS

Australian Charities and Not-for-profits Commission ACNC

Australian Charities Fund ACF

Behavioural Insights Team BIT

Chief Executive Officers CEOs

China Foundation Center CFC

Committee Encouraging Corporate Philanthropy CECP

Corporate Social Responsibility CSR

Cross-sector partnerships CSPs

Culturally and linguistically diverse CALD

Development directors DDs

Donor-advised fund DAF

Employee Volunteer Programs EVPs

Employee Volunteering and Giving Programs EVGPs

Environment, social and governance programs ESG programs

Ernst & Young EY

Fundraising Institute Australia FIA

Fundraising Regulation Standards Board FRSB

Global Financial Crisis GFC

Gross Domestic Product GDP

High-net-worth-individuals HNWIs

Institute of Fundraising IoF

International Classification of Non-profit Organisations ICNPO

International Corporate Volunteering ICV

Keep it all KiA

London Benchmarking Group LBG

Marks & Spencer M&S

Non-government organisations NGOs

Nonprofit organisation NPO

Not-for-profit NFP

Organisation for Economic Co-operation and Development OECD

Peer-to-peer P2P

Philanthropy Classification System PCS

Private Ancillary Funds PAFs

Public Ancillary Funds PuAFs

Small and Medium Enterprises SMEs

Social Venture Partners SVP

United Kingdom UK

United States US

Ultra-high-net-worth-individuals UHNWIs


Contents




Executive summary 5

Glossary 8

Abbreviations 16

Contents 18

How is this report structured? 26

Section 1: The givers—Individual, household and collective giving and volunteering 1

Chapter 1: Volunteering engagement 2

Dr Christopher Baker 2

What is volunteering? 3

Insights into volunteering behaviour trends 3

International context 4

International volunteering: case studies 4

Australian context 7

Key findings on volunteering in Australia 7

Key issues and emerging trends 9

References 11

Chapter 2: Everyday givers 14

Dr Ted Flack 14

‘Everyday’ givers 15

How much is given and who gives? 17

An international perspective of giving 21

What do we know about the destination of gifts in Australia? 21

Overall trends in individual giving 23

Giving methods and channels 24

Key issues and emerging trends 25

References 26

Chapter 3: High-net-worth individuals and philanthropic foundations 29

Dr Christopher Baker 29

Wealth, foundations and philanthropy 30

Critique 31

International context 32

HNWIs and giving 32

Foundations and data 34

Australian context 36

Foundations 36

Data 36


Insights 38

Transparency 43

Key issues and emerging trends 45

References 47

Chapter 4: How do philanthropists select a charity? 55

Katie McDonald 55

International context 57

Australian context 59

Key issues and emerging trends 62

References 64

Chapter 5: Cultural diversity in giving and volunteering 67

Dr Sharine Barth 67

Introduction 68

The role of cultural values 68

International context 70

Facilitators and barriers to ethnic giving and volunteering 70

Length of stay 70

Language 70

Cultural differences 71

Organisational environment 71

Representation 71

Ethnic vs mainstream giving 72

Australian context 74

Key issues and emerging trends 76

References 77

Chapter 6: Charitable bequests 81

Dr Christopher Baker 81

Social influence 82

Changing attitudes and consistent behaviours 84

Testamentary freedom 85

Wealth, tax and charitable bequests 86

International context 87

Tax and charitable bequests 87

Eye on the prize 89

Australian context 90

Research 90

Key issues and emerging trends 95

Nudging 96

Secular immortality and motivation 97

References 98

Chapter 7: Giving collectives 106

Alexandra Williamson 106

Definitions, demographics and characteristics 107

Definitions and characteristics 107

What giving circles do 109

Demographics 110

Age 111

Typologies 112



Hybrid group 114

International context 116

United States 116

United Kingdom 116

Asia 116

Australian context 117

Key issues, latest research and trends 120

Whose needs are more important? Members or beneficiaries? 120

Diversity and inclusion 121

Establishment and replication of giving circles 121

Networks of circles 121

Developing a giving circle over time and growing membership 122

A teaching and advocacy role for giving circles 122

Issues for the nonprofit beneficiaries and applicants to giving circles 123

Giving circles bring friendship and creative messiness to philanthropy 124

Hosting 125

Types of host organisations 125

Why be hosted? 126

Why be a host? 126

Why decide not to be a host? 126

How to choose and work with a host 127

Experiential learning 127

New questions that have emerged 128

Giving circle contribution amounts 128

Giving circles and ethnicity 129

Donors who have left giving circles 129

NPOs ‘being found’ by giving circles 129

Time cost to NPOs of receiving grants from giving circles 129

Philanthropic versus government responsibilities 129

A choice between grassroots-ness and impact 130

Short-term funders 130

Conflict between needs of donors and needs of beneficiaries 131

Trust, safety and anonymity of giving circles for donors 131

Everyday philanthropists 131

Maturing of giving circles 131

Measuring impact and reporting requirements 132

Value of receiving funding from a giving circle 133

References 134

Chapter 8: Regular, planned, or ‘pledged’ giving 136

Dr Ted Flack and Assoc Prof Wendy Scaife 136

Pledged, planned and regular giving 137

International context 137

Australian context 139

Key issues and emerging trends 140

References 141

Chapter 9: In-kind giving 144

Dr Sharine Barth 144

Introduction 145

International context 146

Corporate giving 146

Disaster response 147

Non-disaster response 149

Australian context 152

Key issues and emerging trends 153

References 155

Section 2: The givers – Business giving and volunteering 158

Chapter 10: Workplace giving 159

Sue Smyllie and Daniel Arias 159

Key theories, definitions and authors 160

International context 161

Australian context 164

Key issues, latest research and emerging trends 167

References 169

Chapter 11: Workplace volunteering 174

Wayne Burns 174

Workplace volunteering 175

International context 177

Australian context 178

Latest research, key issues and emerging trends 179

Skill-based workplace volunteering 182

Reference List 185

Chapter 12: Business giving 187

Daniel Arias 187

The components of business giving 188

Corporate responsibility 188

Corporate community investment 189

Corporate philanthropy 189

Corporate volunteering 190

Corporate foundations 191

From one-way giving to ‘shared value’ 191

From predictive to emergent business giving strategies 195

How much do companies give? 196

Business giving in Australia 200

Emerging trends 201

References 202

Section 3: The recipients and enablers of giving: Nonprofit organistions, social enterprise, fundraising vehicles and referral 205

Chapter 13: Nonprofit fundraising 206

Dr Ted Flack 206

Nonprofit fundraising: An introduction 207

Fundraising as an emerging profession 209

International context 213

What do we know about fundraising efforts in Australia? 213

Government regulation of fundraising 215

Self-regulation of fundraising 217

Key issues and emerging trends 217

References 219

Chapter 14: Nonprofit CEOs 224

Katie McDonald 224

Theories and key authors 225

International context 225

Australian context 227

Key issues and emerging trends 229

Training and development 229

Nonprofit governance — engaging boards around fundraising 229

Broader culture of philanthropy 231

References 232

Chapter 15: Sector adaptions to giving trends 234

Katie McDonald 234

Introduction 235

International context 235

Australian context 236

Key issues and emerging trends 237

Political trends 237

Economic trends 237

Sociocultural trends 238

Technological trends 238

References 240

Chapter 16: New technologies 242

Marie Crittall and Judith Herbst 242

Definitions 243

Email 243

Social media 244

Mobile technologies 244

Peer-to-peer (P2P) fundraising platforms 245

Other third party technologies 245

International context 246

Online giving 246

Social media 247

Mobile giving 248

Australian context 250

Key issues, latest research and emerging trends 251

What fresh questions or subquestions have emerged? 251

Theories, definitions and data-sets 253

International context 255

Rates and patterns of giving in 2015 255

Australian context 258

Rates and patterns of giving in 2015 258

Key issues and emerging trends 259

Opportunities to increase levels of giving among individuals and business 259

How does crowdfunding affect the nonprofit sector’s ability to raise revenue? 261

What affects project success versus the costs for donor retention? 264

How do reported performance outcomes pertaining to crowdfunding influence philanthropists’ decisions about donations? 264

References 266

Chapter 17: Professional advisers and giving 273

Katie McDonald 273

Professional advisers and giving 274

International context 274

Australian context 275

Key issues and emerging trends 277

Strategic investment in social change 277

Win-win 277

Culture of philanthropy 277

References 278

Chapter 18: Social enterprise and giving 280

Dr Sharine Barth 280

Introduction 281

International context 283

Volunteering 283

Giving 284

Government funds 284

Crowdfunding 285

Individual giving 285

Legitimacy 286

Public policy debates 287

Social enterprise as giving and volunteering vehicles 287

Australian context 288

Seed funding organisations 288

Crowdfunding 288

Social enterprise and university collaboration 289

Key issues and emerging trends 289

References 291

Chapter 19: Big data, giving and volunteering 295

Prof Jo Barraket 295

Introduction 296

What is big data? 296

Big data discourses linked to giving and volunteering 296

International context 299

Australian context 300

Key issues and emerging trends 301

References 303

Appendix A: Full reference list 306





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