Research

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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 2008 Study of High Net Worth Philanthropy: Issues Driving Charitable Activities among Affluent Households
    (2009-03)
    The 2008 Bank of America Study of High Net Worth Philanthropy offers new insights into the philanthropy of wealthy donors. Conducted by the Center on Philanthropy at Indiana University for Bank of America, the 2008 research follows an initial landmark study published through this partnership in 2006.
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    2009 Congregational Economic Impact Study
    (2009) IU Lilly Family School of Philanthropy; Lake Institute on Faith & Giving; The Alban Institute
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    The 2010 Nonprofit Fundraising Survey: Funds Raised in 2010 Compared with 2009
    (2011-03) Association of Fundraising Professionals; Blackbaud; IU Lilly Family School of Philanthropy; Guidestar; National Center for Charitable Statistics; Foundation Center
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    The 2011 Study of High Net Worth: Women’s Philanthropy and The Impact of Women’s Giving Networks
    (2011-12) IU Lilly Family School of Philanthropy
    The 2011 Study of High Net Worth Women’s Philanthropy is the fourth in the series of Bank of America Merrill Lynch’s research reports that offer new insights into the philanthropic attitudes and behaviors of wealthy donors. Conducted by the Center on Philanthropy at Indiana University for Bank of America Merrill Lynch, this year’s research follows an initial landmark study published through this partnership in 2006, with subsequent studies conducted in 2008 and 2010. The new 2011 study focuses on the motivations and behaviors of high net worth women and increases the understanding of the influence of women’s philanthropic networks in creating informed and engaged donors and volunteers.
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    The 2012 Bank of America Study of High Net Worth Philanthropy
    (2012-11) Bank of America; IU Lilly Family School of Philanthropy
    The 2012 Bank of America Study of High Net Worth Philanthropy examines the giving patterns, priorities, and attitudes of America’s wealthiest households for the year 2011. This study, the fourth in a series written and researched by the Center on Philanthropy at Indiana University in partnership with Bank of America (in particular, U.S. Trust, Bank of America Private Wealth Management), builds on previous studies issued in 2006, 2008, and 2010. In addition, this partnership has produced two other reports — the 2011 Study of High Net Worth Women’s Philanthropy and the Impact of Women’s Giving Networks and the 2006 Bank of America Study of High Net Worth Philanthropy: Portraits of Donors. Together, all of these studies provide valuable information about high net worth giving across multiple dimensions to be used by nonprofit professionals, charitable advisors, donors, and others interested in philanthropy and the nonprofit sector.
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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.