Browsing by Author "Bergdoll, Jonathan"

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    The 2016 Planned Giving Study
    (2016-09-21) Osili, Una; Kou, Xiaonan; Bergdoll, Jonathan; St. Claire, Mallory; Yang, Le
    Charitable bequests and other planned gifts have historically played a significant role in the funding of higher education institutions. Prominent institutions such as Harvard University, Johns Hopkins University, and the Julliard School have been established as a direct result of bequests, and these gifts continue to have a profound impact today. The field of planned giving has become more sophisticated over time. However, the complexity of various planned giving vehicles and the comparatively long time period required for planned gifts to be formalized make it difficult for researchers to systematically track and examine planned giving behavior. Existing studies, therefore, heavily rely on self-reported survey data or tax returns. This study is one of the first efforts that seek to understand the changing landscape of planned giving and to explore donor life-cycle trajectories at higher education institutions. This whitepaper is the first in what is hoped to be a series of reports based upon data on planned gifts and donors in the field of higher education. The whitepaper discusses findings from five case-study universities located across the U.S. As the study expands the sample to include more universities and colleges in the next phase, this report series will offer richer data and insights into more underexplored, yet important, questions in planned giving.
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    The 2016 U.S. Trust ® Study of High Net Worth Philanthropy
    (2016-10-25) Osili, Una; Clark, Chelsea; St. Claire, Mallory; Bergdoll, Jonathan
    The 2016 U.S. Trust® Study of High Net Worth Philanthropy reveals consistent trends in the giving and volunteering behaviors of high net worth individuals and households from previous years, as well as departures from past trends. Most (91.0 percent) high net worth households gave to charity in 2015, and nearly half (49.7 percent) of high net worth individuals volunteered their time. On average, high net worth households gave $25,509 to charity in 2015. By comparison, households in the general population gave $2,124 in 2015.
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    The 2018 U.S. Trust® Study of High Net Worth Philanthropy
    (2018-10-24) Osili, Una; Clark, Chelsea; Bergdoll, Jonathan; Ehrenfeld, Julia; Costello, Claire; Fitzgerald, Jean; Howell, Gillian; Galligan, Kathleen; Jarvis, William; Porzio, Donald; Slugg, Ramsay
    The results of the 2018 U.S. Trust Study of High Net Worth Philanthropy demonstrate, in many ways, a continuation of the broad trends seen in previous years’ Studies. Taken as a whole, giving by high net worth households appears to be stronger than ever. The familiarity of these ongoing trends is reassuring, but it may also be deceptive. Trends are, by definition, dynamic, and the trends in this year’s Study reveal a powerful undercurrent of social, economic, political and demographic forces that will compel nonprofit organizations to adopt strategies and business practices that are more inclusive and transparent.
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    All in for Women & Girls: How women’s fund and foundation donors are leading through philanthropy
    (2019-07-23) Dale, Elizabeth J.; Watkins, Betsy; Mesch, Debra; Osili, Una; Bergdoll, Jonathan; Pactor, Andrea; Ackerman, Jacqueline; Skidmore, Tessa
    To date, studies of women’s funds and foundations have been qualitative in nature, and have studied the organizations more than their donors. This study examines, in a comprehensive and quantitative manner, the impact of women’s fund and foundation donors on women’s and girls’ causes. Previous research has shed light on women’s funds and foundations, on giving to women and girls, and on the impact of high-net-worth donors. This report addresses the intersection of these three factors to ask: What unique role do high-net-worth donors to women’s funds and foundations play in catalyzing support for women’s and girls’ causes?
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    The Changing Landscape of U.S. Cross-Border Philanthropy-Analytical Report
    (2019-07) Osili, Una; Horvath, Kinga Zsofia; Bergdoll, Jonathan
    This project has four main goals. First, it expands knowledge on U.S. cross-border philanthropy to promote achievement of the objectives of the U.S. Government (USFS, USAID, and others) and the school. Second, it provides a comprehensive landscape of how funding has changed over time and geography, and identify emerging trends in international partnerships and cross-border philanthropy for U.S. Forest Service partners, United States Agency for International Development/American Schools and Hospitals Abroad (USAID/ASHA) partners, and other organizations that have a similar mission and scope. Third, it identifies the policy levers that positively or negatively influence the capacity and propensity of individuals and organizations to engage in cross-border philanthropic activities. Lastly, it seeks to inform USAID/ASHA partners, practitioners, policymakers, scholars, and the general public of the findings from research projects and offer opportunities for greater discussion about the key topics involved.
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    The Changing Landscape of U.S. Cross-Border Philanthropy-Literature Review
    (2019-05) Osili, Una; Horvath, Kinga Zsofia; Bergdoll, Jonathan
    This project has four main goals. First, it will expand knowledge on U.S. cross-border philanthropy to promote achievement of the objectives of the U.S. Government (USFS, USAID, and others) and the school. Second, it will provide a comprehensive landscape of how funding has changed over time and geography, and identify emerging trends in international partnerships and cross-border philanthropy for US Forest Service partners, United States Agency for International Development/American Schools and Hospitals Abroad (USAID/ASHA) partners, and other organizations that have a similar mission and scope. Third, it will identify the policy levers that positively or negatively influence the capacity and propensity of individuals and organizations to engage in cross-border philanthropic activities. Lastly, it will inform USAID/ASHA partners, practitioners, policymakers, scholars, and the general public of the findings from research projects and offer opportunities for greater discussion about the key topics involved.
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    Charitable Giving Around the 2016 Election: Does Gender Matter?
    (2018-10-09) Osili, Una; Mesch, Debra; Ackerman, Jacqueline; Pactor, Andrea; Bergdoll, Jonathan
    This study aims to provide insights on donations during the unique time period around the 2016 U.S. presidential election, using gift data from an online donation platform. Did giving to charitable organizations increase after the election? What causes benefited from post-election philanthropy? This study also seeks to understand whether there were gender differences in giving around the 2016 U.S. presidential election.
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    Encouraging Giving to Women's and Girls' Causes: The Role of Social Norms
    (2018-12-11) Mesch, Debra; Dwyer, Patrick; Sherrin, Steven; Osili, Una; Bergdoll, Jonathan; Pactor, Andrea; Ackerman, Jacqueline
    Using an experimental methodology, the study investigates how social norms can directly influence giving to women’s and girls’ causes. It also examines whether social norms may have differing impacts for men and women. These findings can help nonprofits and fundraising professionals apply a social norms approach to encourage giving.
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    Gender Differences in #GivingTuesday Participation
    (2017-12-12) Osili, Una; Mesch, Debra; Preston, Linh; Okten, Cagla; Bergdoll, Jonathan; Ackerman, Jacqueline; Pactor, Andrea
    Understanding the role gender plays in philanthropy empowers organizations to engage their donors most effectively and increase their giving. This is true throughout the year and particularly on #GivingTuesday, a day designated to maximize philanthropic giving. Since it began in 2012, #GivingTuesday has grown significantly in participation numbers and total dollars donated. #GivingTuesday, celebrated on the Tuesday after Thanksgiving, provides a unique opportunity for nonprofit organizations to incorporate nontraditional fundraising methods into their efforts and to engage with donors online. For nonprofit leaders and fundraisers, a successful #GivingTuesday requires understanding how and where donors tend to give.
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    Giving in Florida
    (IU Lilly Family School of Philanthropy, 2022-03) Osili, Una O.; Pruitt, Anna; Bergdoll, Jonathan; Kou, Xiaonan; Daniels, Diantha; Davis Kalugyer, Adriene
    Giving in Florida aims to increase the understanding of philanthropy and provide the region’s nonprofit sector, donors, and policy makers with valuable research allowing them to understand the motives and incentives behind individuals’ charitable giving behavior. The study also provides analysis of how giving and volunteering patterns change with different donor demographics with the goal of encouraging the nonprofit sector to better connect with a wider range of donors.