Browsing by Author "Osili, Una"

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    16 Years of Charitable Giving Research
    (2019-12-12) Osili, Una; Clark, Chelsea; Han, Xiao
    The underlying data for this research brief is drawn from the Indiana University Lilly Family School of Philanthropy’s Philanthropy Panel Study (PPS)—a signature research project of the school. The PPS, formerly known as the Center on Philanthropy Panel Study (COPPS), follows the same families’ philanthropic behaviors throughout their lives. The study provides nonprofit sector professionals, fundraisers, policymakers and public officials a unique perspective of household giving and volunteering behaviors over time.
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    The 2014 U.S. Trust ® Study of High Net Worth Philanthropy
    (2014-10) Rooney, Patrick; Osili, Una; Thayer, Amy; Baranowski, Grace; Hayat, Amir; Davis Kalugyer, Adriene; Hyatte, Cynthia
    This study 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. Nearly all (98.4 percent) high net worth households continued to give to charity in 2013. In fact, the findings show a 3 percentage point increase in the rate of giving by these households from 2011. A majority of high net worth individuals (75.1 percent) also continued to volunteer their time in 2013. More than one-third (34.3 percent) of these volunteers gave 200 hours or more of their time, while almost three-fourths (73.7 percent) of the volunteers volunteered at two or more organizations.
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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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    The 2021 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households
    (2021-09-29) Osili, Una; Clark, Chelsea; Bergdoll, Jon
    The 2021 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households reveals trends in the giving and volunteering behaviors of affluent individuals and households consistent with previous years, as well as some departures from past trends. The vast majority (88.1 percent) of affluent households gave to charity in 2020, and nearly a third (30.4 percent) of affluent individuals volunteered their time (down significantly from 47.8 percent in 2017), despite the COVID-19 global pandemic. On average, affluent donor households gave $43,195 to charity in 2020. By comparison, donor households in the general population gave $2,581.
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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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    American giving lost some ground in 2018 amid tax changes and stock market losses
    (The Conversation US, Inc., 2019-06-18) Osili, Una; Zarins, Sasha; Lilly Family School of Philanthropy
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    An Annotated Bibliography of Recent Literature on Current Developments in Philanthropy
    (2019-02) Osili, Una; Horvath, Kinga Zsofia; Zarins, Sasha; Kou, Xiaonan; Staashelm, Jennifer; Sherrin, Steven; Mohseni, Afsoon; Vaughan, Edward
    As philanthropic organizations play an increasingly important role in societies around the world, the research on philanthropy – from giving and volunteering practices to regulatory frameworks to digital innovations – has also evolved in recent decades. It is important to develop a thorough overview of the relevant scientific discourses and literature on current developments in philanthropy. This will allow researchers and practitioners to enhance the understanding of philanthropy and to improve its practice worldwide. This report provides new insights on current developments and important changes in the global philanthropic landscape, including trends in global philanthropy and its interaction with other sectors of society.
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    Beyond Grantmaking An Investigation of Program-Related Investments by U.S. Foundations
    (Sage, 2017) Qu, Heng; Osili, Una; Lilly Family School of Philanthropy
    This study investigates program-related investments (PRIs), which are mechanisms that foundations can use to achieve charitable purposes while generating moderate financial returns. There is a growing interest in PRIs and other similar market-based approaches among practitioners of philanthropy recently. We examine the internal and external factors that influence PRIs by U.S. foundations through both quantitative and qualitative analyses. By analyzing the Internal Revenue Service (IRS) and Foundation Center data, we find that foundations with more financial and human resources are more likely to adopt PRIs initially and also more intensively engage in PRIs. Foundations of 25 years or older invest less money in PRIs than younger foundations. Findings from the interviews with eight foundations reveal additional factors influencing foundations’ PRI activities, including staffing and expertise, the board and executive leadership, changes in the legal and economic environment, sectoral trends and peer networks, and the interests and needs of PRI recipients.