July 2011 Atlas of Giving Report - Showing Giving Trends Through June 2011

atlasofgiving.com 877.414.
0078 Page 1
2011 ATLAS of Giving, 1.877.414.0078.This material is provided for the intended the ATLAS of GIVING, Pat. Pend., member only. Distribution of this information without express written permission is prohibited. The ATLAS of Giving forecasts are provided for informational purposes only. ATLAS of Giving disclaims any and all warranties, whether express or implied, including (without limitation) any warranties of application for a specific purpose. Forecasts are updated monthly. Current month forecasts represent a +/-4% margin of error, increasing as projection lead time increases.
june 2011 report
introduction
What is the Atlas of Giving?

The Atlas of Giving is the economic intelligence tool for charitable giving. Forecasts charitable giving in the U.S. for up to 12 months (updated monthly) Measures charitable giving monthly Analyzes the impact of current events on charitable giving
The Atlas of Giving is the definitive measurement of charitable giving in the United States. It is a precise mathematical formula (algorithm) that relies on specific, defined economic and demographic input factors. The formula accurately matches published giving data for the last 42 years. It's coefficient of correlation to past published data is 99.5%. Because the factors included in the algorithm are documented and reported monthly, the Atlas of Giving is able to use that data to measure charitable giving monthly and does not need to rely on surveys or delayed segment reporting data. The algorithm accurately accounts for changing economic conditions, demographic trends, natural disasters and significant national and world events.
What are the practical benefits of the Atlas of Giving?

Raise more money with better information to plan by. Adjust spending and promotion to forecasted giving conditions. Compare fundraising results to a monthly benchmark. Create more effective and efficient budgets. Trend analysis. Evaluate Chapter/Unit/Region results now. Evaluate staff performance today. Evaluate promotion results immediately. Gain a competitive fund raising edge with information that others do not have. Make your organization more effective and efficient. Monitor effects of policy changes on charitable giving. Refine existing models/forecasts with additional information. Build new models/forecasts based on Atlas of Giving data.
info@atlasofgiving.com 877.414.0078 june 2011 report page 2

2011 ATLAS of Giving, 877.414.0078.This material is provided for the intended the ATLAS of GIVING, Pat. Pend., member only. Distribution of this information without express written permission is prohibited. The ATLAS of Giving forecasts are provided for informational purposes only. ATLAS of Giving disclaims any and all warranties, whether express or implied, including (without limitation) any warranties of application for a specific purpose. Forecasts are updated monthly. Current month forecasts represent a +/-4% margin of error, increasing as projection lead time increases.
introduction
monthly snapshot june 2011

MONTHLY GIVING ($ BILLIONS)
$26.16
$28.95
Charitable giving for the first half of 2011 has been awesome. Through June, $174.06 billion has been given up 9.2% over 2010. The forecast for the second half calls for a slowing rate of the growth of giving ending in a flat December as compared with 2010. The current forecast indicates that 2011 will finish 7.7% better for charitable gifts than 2010.
Up 10.7%
JUNE 2010 JUNE 2011
The long term forecast for 2012 is dismal. The current forecast projects a significant decline in giving for the first half of 2012. The forecast suggests that fundraising activities will enjoy better results the earlier they occur in 2011. Based on the current forecast, a fundraising event or mailing held in September will raise more than 8% more than one held in December. The good fortune is not equally spread across all charities. Organizations and churches that rely on large volumes of small gifts from individual donors are not doing as well as those that emphasize major gifts from individuals, bequests, corporate giving and foundation grants.
CALENDAR YEAR FORECAST ($ BILLIONS)
$322.75
$347.71
Up 7.7%
2010 2011

introduction
contents
results & trends
Calendar Year to Date Results & Trends Monthly Results & Trends 3 Month Results & Trends 6 Month Results & Trends 12 Month Results & Trends
p a ge 5
forecast
Calendar Year Forecast Monthly Forecast 3 Month Forecast 6 Month Forecast 12 Month Forecast
p a ge 1 2
analysis model calculations spotlight faqs contact us

From time to time, reported economic variables are revised by the reporting entity. I n cases where variables related to The ATLAS of Giving data are revised, our figures will be updated to reflect the most current reported data.
p a ge 1 9 p a ge 2 1 p a ge 2 2 p a ge 2 3 p a ge 2 5

results & trends
results & trends

calendar year to date results & trends january through june
Year to date giving has increased 9.2% versus last year. Giving has been strong over the past few months.
CALENDAR YEAR TO DATE TREND ($ BILLIONS) $174.06
$159.44
2010
2011
Monthly Giving
($ Billions)
January February March April May June Total
2010 $26.37 $26.48 $26.95 $27.06 $26.42 $26.16 $159.44
2011 $28.51 $28.80 $28.88 $29.56 $29.36 $28.95 $174.06
% Change YTD Versus Last Year 8.1% 8.7% 7.1% 9.3% 11.1% 10.7% 9.2%

results & trends
monthly results & trends june 2011

Nationwide giving decreased 1.4% in June versus last month, for an approximate total of $28.95 billion contributed to charitable organizations. June 2011 saw an increase of 10.7% over the same month last year.
VERSUS LAST MONTH ($ BILLIONS)
$29.36
$28.95
Down 1.4%
MAY 2011
JUNE 2011
VERSUS SAME MONTH LAST YEAR ($ BILLIONS)
$26.16
$28.95
Up 10.7%
JUNE 2010 JUNE 2011

results & trends
3 month results & trends april through june

Cumulative giving for the past 3 months has increased 10.3% over the same period last year.
3 MONTH GIVING COMPARISON ($ BILLIONS)
2010
2011
$29.56
$29.36
$28.95
$27.06
$26.42
$26.16
Up 10.3%
APRIL
MAY
JUNE
3 MONTH GIVING TREND ($ BILLIONS) $29.56
$29.36 $28.95
Monthly Giving ($ Billions) April May
2010 $27.06 $26.42 $26.16 $79.64
2011 $29.56 $29.36 $28.95 $87.87
% Change Versus Last Year 9.3% 11.1% 10.7% 10.3%
APRIL
2011
MAY JUNE
June Total

results & trends
6 month results & trends january through june

An increase in giving of 9.2% has been experienced during the past 6 months as compared to the same period last year.
6 MONTH GIVING TREND ($ BILLIONS)
January 2010 to June 2010 January 2011 to June 2011 $29.56 $29.36
$28.51
$28.80 $26.95
$28.88 $27.06
$28.95
$26.37
$26.48
$26.42
$26.16
JANUARY
FEBRUARY
MARCH
APRIL
MAY
JUNE
($ Billions)
January
Monthly Giving
January 2010 to June 2010 $26.37 $26.48 $26.95 $27.06 $26.42 $26.16 $159.44
January 2011 to June 2011 $28.51 $28.80 $28.88 $29.56 $29.36 $28.95 $174.06
% Change Versus Same Period Last Year 8.1% 8.7% 7.1% 9.3% 11.1% 10.7% 9.2%
Up 9.2%
February March April May June Total

results & trends
12 month results & trends july through june

Giving has increased 6.8% in the past 12 months versus the same period the prior year from $315.81 billion to $337.37 billion.
12 MONTHS CUMULATIVE GIVING ($ BILLIONS)
$315.81
$337.37
Up 6.8%
JULY 2009 TO JUNE 2010 Monthly Giving July August September October November December January February March April May June Total JULY 2010 TO JUNE 2011 % Change Versus Same Period Last Year 5.0% 2.9% 4.5% 5.3% 4.0% 4.9% 8.1% 8.7% 7.1% 9.3% 11.1% 10.7% 6.8%
($ Billions)
July 2009 to June 2010 $25.43 $25.64 $25.79 $26.18 $26.64 $26.69 $26.37 $26.48 $26.95 $27.06 $26.42 $26.16 $315.81
July 2010 to June 2011 $26.70 $26.38 $26.94 $27.58 $27.70 $28.01 $28.51 $28.80 $28.88 $29.56 $29.36 $28.95 $337.37

results & trends
12 month results & trends july through june (continued)

The general trend for giving has increased in the past 12 months and is 6.8% higher than the prior year.
July 2009 to June 2010 July 2010 to June 2011
$29.56 $28.51 $27.58 $26.70 $26.94 $26.38 $26.18 $26.64 $26.69 $26.37 $26.48 $26.95 $27.06 $27.70 $28.01 $28.80 $28.88
$29.36
$28.95
$25.43
$25.64
$25.79
$26.42
$26.16

Raise more money now.

Meet short-term revenue goals Improve donor retention Open new revenue sources Expand existing income streams
Contact us today to get GUARANTEED results. If we dont produce, you dont pay. Its that simple.
877-414-0078 | philanthromax.com
forecast
forecast
calendar year forecast january through december
The current forecast suggests that cumulative giving for the calendar year 2011 will increase 7.7% versus 2010 to $347.71 Billion.
Monthly Giving ($ Billions) January February March April May June July August September October November December Annual
2010 $26.37 $26.48 $26.95 $27.06 $26.42 $26.16 $26.70 $26.38 $26.94 $27.58 $27.70 $28.01 $322.75
2011 $28.51 $28.80 $28.88 $29.56 $29.36 $28.95 $29.46 $29.54 $29.11 $29.03 $28.50 $28.00 $347.71
2011 vs. 2010 8.1% 8.7% 7.1% 9.3% 11.1% 10.7% 10.3% 12.0% 8.1% 5.3% 2.9% 0.0% 7.7%
CALENDAR YEAR COMPARISON ($ BILLIONS) $347.71
$322.75
2010
2011
Up 7.7%

forecast
monthly forecast july 2011

Nationwide giving is expected to increase 1.8% in July versus last month, totaling $29.46 billion that will be contributed to charitable organizations. This represents an increase of 10.3% in July 2011 giving versus July 2010.
VERSUS LAST MONTH ($ BILLIONS)
$28.95
$29.46
Up 1.8%
JUNE 2011 JULY 2011
VERSUS SAME MONTH LAST YEAR ($ BILLIONS)
$26.70
$29.46
Up 10.3%
JULY 2010 JULY 2011

forecast
3 month forecast july through september

The rate of giving will combine for a 10.1% cumulative increase during the next three months as compared to the same period one year ago.
3 MONTH GIVING PROJECTION ($ BILLIONS) 2010 2011 $29.46 $26.70 $29.54 $26.94 $29.11
$26.38
Up 10.1%
SEPTEMBER
JULY
AUGUST
3 MONTH GIVING FORECAST ($ BILLIONS) Monthly Giving ($ Billions) $29.11 July August JULY 2010 $26.70 $26.38 $26.94 $80.02 2011 $29.46 $29.54 $29.11 $88.11
$29.46
$29.54
% Change Versus Same Period Last Year 10.3% 12.0% 8.1% 10.1%
2011
AUGUST SEPTEMBER
September Total

forecast
6 month forecast july through december

Giving in the 6 month period through November 2011 is forecast to reveal a 6.3% increase over the same period last year.
2010
2011
$29.46
$29.54 $26.94
$29.11 $27.58
$29.03 $27.70
$28.50
$28.01 $28.00
$26.70
$26.38
JULY
AUGUST
SEPTEMBER
OCTOBER
NOVEMBER
DECEMBER
Monthly Giving ($ Billions) July August
2010 $26.70 $26.38 $26.94 $27.58 $27.70 $28.01 $163.31
2011 $29.46 $29.54 $29.11 $29.03 $28.50 $28.00 $173.65
% Change Versus Last Year 10.3% 12.0% 8.1% 5.3% 2.9% 0.0% 6.3%
Up 6.3%
September October November December Total

forecast
12 month forecast july through june

Giving is projected to increase 1.2% for the next 12 months versus the past 12 months.
12 MONTHS CUMULATIVE GIVING ($ BILLIONS)
$337.37
$341.47
Up 1.2%
JUNE 2010 TO MAY 2011 JUNE 2011 TO MAY 2012
Monthly Giving ($ Billions) July August September October November December January February March April May June Total
July 2010 to June 2011 $26.70 $26.38 $26.94 $27.58 $27.70 $28.01 $28.51 $28.80 $28.88 $29.56 $29.36 $28.95 $337.37
July 2011 to June 2012 $29.46 $29.54 $29.11 $29.03 $28.50 $28.00 $27.85 $27.68 $27.73 $27.82 $28.20 $28.54 $341.47
% Change Versus Last Year 10.3% 12.0% 8.1% 5.3% 2.9% 0.0% -2.3% -3.9% -4.0% -5.9% -4.0% -1.4% 1.2%

forecast
12 month forecast july through june (continued)

Charting monthly activity for the past 12 months versus projected activity for the next 12 months shows an interesting intersection of giving.
July 2010 to June 2011 July 2011 to June 2012 $29.56
$29.46 $29.54
$29.11 $29.03 $28.50 $28.00 $27.70 $28.01
$28.51 $28.80
$28.88
$29.36 $28.95
$27.58 $26.70 $26.38 $26.94
$27.85
$27.68
$27.73 $27.82
$28.20
$28.54

custom
How much money will YOU raise next quarter next year?
The same methods that were used to create the Atlas of Giving can be employ ed to identify a unique forecasting algorithm that is specifically tailored to an indiv idual nonprofit. Your organizations giving history and other information is used with economic and demographic variables to devel op a custom revenue model. The Atlas Custom forecasting tool cr eates efficiencies and opportunities that have never before been available
Schedule fundraising activities and

campaigns to maximize their potential
Plan budgets with more precision than ever Realize exponential return on investment
Call or email today for more information.
1-877-414-0078 info@atlasofgiving.com
analysis
analysis
the economy
The economy is the greatest contributing factor to U.S. charitable giving. A growing economy is good for giving. The U.S. is economy is growing but very slowly. The mixed result of economic factors in June had a mixed effect on charitable giving. Organizations that derive most of their giving from donors that rely on asset values and wealth are doing well. Organizations and churches that rely on individual donors who give from their income are not doing as well. Consumer Confidence declined again in June down 5.5%. This is bad news for charities and churches that rely on small gifts from donors who give out of their income or cash flow. Individuals that dont feel confident in spending money on consumer goods also dont feel good about making donations. Unemployment rose again in June to 9.2%. Unemployment has a very significant impact on charitable giving that is long lasting especially for organizations that rely on small gifts that individuals make from their income. Housing starts made a comeback in June up 14.6%, the highest gain in 6 months. Any good news in housing would seem welcomed. However, there is evidence that a robust housing market is not necessarily good for giving. The more that families spend on housing costs (mortgage, insurance, furnishing, maintenance, etc.), the less they have to give to charities and churches. The stock market slipped for the first time in many months in June down 1.1%. The stock market is very important in the charitable giving economy. Asset givers, major donors, corporation gifts, grant making foundations and bequest gifts all ebb and flow based on stock values. The value of the U.S. $ is weakening against foreign currencies. This would seem like it should be bad news. However, the current effect of a weak dollar is that U.S. exports are increasing as other countries take advantage of the situation to buy U.S. goods. Good news for U.S. companies. And, good news for charities that benefit from corporate giving.

analysis
other factors
Federal deficit/Debt Ceiling/Default discussion. Its too early to know what impact if any all of this will have on the world and U.S. economy and charitable giving. The views of pundits range from cataclysmic to no big deal. The bottom line is that if default is allowed to occur and the world markets and economies respond negatively it would be very bad for charitable giving stay tuned. Political campaign fundraising is putting increasing pressure on the charitable giving economy. Individuals and companies are diverting funds from normal charitable giving into political campaigns. Rumors of China bubble burst. There is increasing speculation that the huge gains made in recent years in the Chinese economy are due for a correction. The direct impact of a major correction on U.S. charitable giving is unclear. The short term impact would not be good. However, the long term impact might actually be favorable for the U.S. economy.

model calculations
model calculations
Mathematical analysis of over 50 variables and 40 years of comprehensive giving data was used to create the ATLAS of Giving model. Calculations correlate to overall giving in the U.S. at a rate of 99.5%. The margin of error for the model is +/- 4% in the current month. Margins of error for projections increase with time as illustrated below.
FORECAST MARGIN OF ERROR

$29.00 $28.00 $27.00 $26.00 $25.00 $24.00 $23.00

spotlight
The San Antonio Lighthouse for the Blind has been serving people who are blind or visually impaired for over 78 years, providing rehabilitation services, as well as employment opportunities through its light manufacturing assembly plant and Base Service Centers. Provides services to over 5,000 people annually who are blind and severely visually impaired Is the 2nd largest manufacturing operation in San Antonio Making and selling the only U.S. made pens, pencils and highlighters Supporting our troops through contracts with the Army, Navy, and Air Force to manufacture uniforms, helmet chin straps, and oil analysis kits Employs over 500 people 250 of whom are blind, oering competitive pay and benets Is one of only two agencies for the disabled in the world to be awarded quality certications of both ISO 9001 and AS 9100 (aerospace) Operates 13 mission-support stores on 11 military installations across Texas, New Mexico and Oklahoma Maintains an E-Commerce website with nearly 50,000 oce supplies and furniture products, many of which are produced by people who are blind Invests its prots in providing services that improve the quality of life for people who are blind and severely vision impaired
RECENT AWARDS & RECOGNITIONS

The Non-Prot Times 50 Top Non-Prots in Nation to Work for 2011 Texas Monthly Magazine Best Place to Work in Texas 2009 & 2010 San Antonio Express News Best Place to Work in San Antonio 2010 Boeings Diversity Supplier of the Year 2010 American Association of Retired Persons National Top 50 Company to Work for People Over 50
www.salighthouse.org
faqs
faqs
Can the Atlas of Giving be customized for my organization?
Absolutely! We can create a unique model based on your giving data which will generate a custom forecast and index for your organization (or group of organizations). Please contact us for more information.
How was the Atlas of Giving created?

The formulas were built upon the hypothesis that macro-economic factors, macro-demographic factors, along with national and international events could be used to measure and predict charitable giving. A team of 25 PhD level mathematicians, analysts and statisticians then evaluated more than 50 possible variables and their interactions to create an algorithm that was compared with published annual giving data dating back to 1968. The algorithm correlates to giving history 99.5%.
How precise is it?

The monthly measurement of giving is extremely precise. The coefficient of correlation (reliability) for the index is 99.5% when compared with 42 years of published annual giving data. The forecast is very reliable. Like any forecast, however, the level of reliability decreases and the margin of error increases as the forecasting period increases. The forecast is update monthly to account for changing events, economic conditions and policy changes.
How is the Atlas of Giving different from other services?

The Atlas of Giving is the only resource that provides an ongoing forecast of giving which is updated every month. Other resources are singularly focused on looking back in time. The Atlas of Giving is forward focused. The Atlas provides information that has immediate utility and provides future benefits. Other resources are available only on an annual basis and some are released six months after the end of the reporting year. The Atlas reports national giving as it occurs monthly in the current year. The Atlas of Giving analyzes the effect of current events on charitable giving. Others analyze historical events and their impact on last years giving.

faqs
Is the Atlas of Giving useful for all types of NPOs (churches, schools, local charities, hospitals, etc)?
The Atlas is useful for any organization, church or business which derives some portion of its income from charitable giving.
How can I subscribe?

Simply go to www.atlasofgiving.com to register for your complimentary subscription.
What is included?
A subscription to the Atlas of Giving provides you access to information that is updated every month. You also receive giving results and trends by month, quarter and year. Charitable giving forecasts by month, quarter and year are included. Each report features analysis of current national and global events, and their impacts on giving along with practical suggestions on what to do.
Will there ever be a charge?

There are currently no plans to charge for subscriptions.
How does The Atlas of Giving account for world events and economic changes?
The ability to respond to and measure the impact of change on giving is an inherent component of the Atlas of Giving. Because the Atlas is updated monthly, subscribers get real-time analysis of changes and events as they unfold.

faqs
What is Philanthromax?
Philanthromax is an innovative firm that created the Atlas of Giving. Philanthromax was founded upon the idea that philanthropic effectiveness can be maximized through products that provide analytics, evaluation and data-based planning and accountability. We provide product solutions when organizations find themselves under pressure to deliver results or improve effectiveness and efficiency. Philanthromax can produce success during uncertain times. Philanthromax is expert at starting new philanthropic ventures or providing objective analysis of existing programs. Philanthromax provides nonprofits with product solutions for donor retention, planned giving, major gifts and annual programs. Philanthromax has extensive experience in fundraising management and strategic planning. We understand both sides of the philanthropic equation giving and getting. We understand that there are costs associated with fundraising and with giving. We specialize in providing products that use business principles and techniques to make giving and getting more effective, efficient and accountable. Philanthromax is led by the most experienced and successful fundraising executives in the world. For more information go to www.philanthromax.com.
Will Philanthromax perform special analytic projects for clients?

Yes. We can accommodate a wide variety of special needs. Please contact us to discuss your individual objectives. Philanthromax 6301 Gaston Avenue, Suite 715 Dallas, Texas 75214 877.414.0078
contact us
info@atlasofgiving.com 877.414.0078


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atlasofgiving.com 877.414.

june 2011 report

What is the Atlas of Giving?

What are the practical benefits of the Atlas of Giving?

info@atlasofgiving.com 877.414.0078 june 2011 report page 2

monthly snapshot june 2011

CALENDAR YEAR FORECAST ($ BILLIONS)

info@atlasofgiving.com 877.414.0078 june 2011 report page 3

analysis model calculations spotlight faqs contact us

info@atlasofgiving.com 877.414.0078 june 2011 report page 4

results & trends

results & trends

CALENDAR YEAR TO DATE TREND ($ BILLIONS) $174.06

2010 $26.37 $26.48 $26.95 $27.06 $26.42 $26.16 $159.44

2011 $28.51 $28.80 $28.88 $29.56 $29.36 $28.95 $174.06

info@atlasofgiving.com 877.414.0078 june 2011 report page 5

results & trends

monthly results & trends june 2011

VERSUS LAST MONTH ($ BILLIONS)

VERSUS SAME MONTH LAST YEAR ($ BILLIONS)

info@atlasofgiving.com 877.414.0078 june 2011 report page 6

results & trends

3 month results & trends april through june

3 MONTH GIVING COMPARISON ($ BILLIONS)

3 MONTH GIVING TREND ($ BILLIONS) $29.56

Monthly Giving ($ Billions) April May

2010 $27.06 $26.42 $26.16 $79.64

2011 $29.56 $29.36 $28.95 $87.87

% Change Versus Last Year 9.3% 11.1% 10.7% 10.3%

info@atlasofgiving.com 877.414.0078 june 2011 report page 7

results & trends

6 month results & trends january through june

6 MONTH GIVING TREND ($ BILLIONS)

February March April May June Total

info@atlasofgiving.com 877.414.0078 june 2011 report page 8

results & trends

12 month results & trends july through june

info@atlasofgiving.com 877.414.0078 june 2011 report page 9

results & trends

12 month results & trends july through june (continued)

12 MONTH GIVING TREND ($ BILLIONS)

July 2009 to June 2010 July 2010 to June 2011

info@atlasofgiving.com 877.414.0078 june 2011 report page 10

Raise more money now.

CALENDAR YEAR COMPARISON ($ BILLIONS) $347.71

info@atlasofgiving.com 877.414.0078 june 2011 report page 12

monthly forecast july 2011

VERSUS LAST MONTH ($ BILLIONS)

VERSUS SAME MONTH LAST YEAR ($ BILLIONS)

info@atlasofgiving.com 877.414.0078 june 2011 report page 13

3 month forecast july through september

info@atlasofgiving.com 877.414.0078 june 2011 report page 14

6 month forecast july through december

6 MONTH GIVING TREND ($ BILLIONS)

Monthly Giving ($ Billions) July August

2010 $26.70 $26.38 $26.94 $27.58 $27.70 $28.01 $163.31

2011 $29.46 $29.54 $29.11 $29.03 $28.50 $28.00 $173.65

September October November December Total

info@atlasofgiving.com 877.414.0078 june 2011 report page 15

12 month forecast july through june

12 MONTHS CUMULATIVE GIVING ($ BILLIONS)

info@atlasofgiving.com 877.414.0078 june 2011 report page 16

12 month forecast july through june (continued)