Giving USA and the New Age of Philanthropy in the Pacific Northwest

Posted on by The Alford Group

By Mariah Fosnight, Senior Client Service Associate, The Alford Group

Recently, The Alford Group and Columbia Bank co-hosted the presentation of the 2019 Giving USA data and hosted a panel of Pacific Northwest funders and philanthropists to discuss the findings and relate them to the current realities of giving in the region. The full recorded webinar, including 2019 data and panel discussion, may be found here.

Giving USA, published by the Giving USA Foundation, is part of the Giving Institute which is comprised of leading consulting firms including The Alford Group. Celebrating 65 years, this report is the longest running and most comprehensive and authoritative report on charitable giving in the United States.

Continue reading “Giving USA and the New Age of Philanthropy in the Pacific Northwest”

Giving USA and the New Age of Philanthropy in the Northeast

Posted on by The Alford Group

MODERATOR:
Elizabeth Rowley, CFRE, President and CEO, Community Foundation of Orange and Sullivan

GIVING USA PRESENTATION:
Amy Hines, Senior Vice President, The Alford Group

EXPERT PANEL:
Sally Cross, President and CEO, Community Foundations of the Hudson Valley

Walter J. Dillingham, Jr., CFA, Managing Director, Wilmington Trust

Giving USA and the New Age of Philanthropy in the Pacific Northwest

Posted on by The Alford Group

GIVING USA PRESENTATION:
Karen Rotko-Wynn, CFRE, Executive Vice President & West Division Manager

MODERATOR:
Brenda B. Asare, President and CEO, The Alford Group

EXPERT PANEL:
Robin Callahan, CFRE, Vice President of Philanthropic Services, Greater Tacoma Community Foundation

Elena Fracchia, CWS, AVP, Wealth and Philanthropic Advisor, Columbia Bank

Dana Miller, Senior Program Director – Grants, M.J. Murdock Charitable Trust

Anjana Pandey, Vice President of Strategy, Philanthropy Northwest

Slide Deck:Giving USA 2020 Summary Slides

Infographic: Giving USA 2020 Infographic

Giving USA and the New Age of Philanthropy

Posted on by The Alford Group

Moderator:
Vicki Pugh, CFRE, CAP®
Vice President for Philanthropic Giving
Community Foundation for Palm Beach and Martin Counties

Presenter:
Sharon Tiknis
Executive Vice President & East Division Manager
The Alford Group

Panelists:

  • Julie Fisher Cummings, Philanthropist, Chair of the Lovelight Fund and Board Chair of the Community Foundation for Palm Beach and Martin Counties
  • Eric M. Kelly, President, Quantum Foundation
  • Brian D. Wodar, Senior Vice President and Financial Advisor, Bernstein Private Wealth Management
  • Sarah Nathan, PhD, Associate Director, The Fund Raising School at the Indiana University Lilly Family School of Philanthropy and Board member for the Johnson County Community Foundation

Slide Deck: Giving USA Summary Slides

Infographic: Giving USA 2020 Infographic

Blog: Giving USA By the Numbers and Beyond

 

Giving USA and the New Age of Philanthropy in the Pacific Northwest

Posted on by The Alford Group

Wednesday, August 12, 2020 | 9:00 a.m.-10:30 a.m.PT (90 mins)

A new age of philanthropy is upon us. The Alford Group will present the recently-released Giving USA report looking back at 2019 giving, which will inform our look forward for the Pacific Northwest region. A panel of local experts will then speak to how the regional philanthropic landscape has and will continue to change since COVID-19. We will discuss how we are being called to do better to bridge the inequities and system failures clearly revealed in this global health and financial crisis, and work to create economic dignity and improve the quality of life for all.

MODERATOR:

Brenda B. Asare, President and CEO, The Alford Group

 

 

 

GIVING USA PRESENTATION:

Karen Rotko-Wynn, CFRE, Executive Vice President & West Division Manager

 

 

 

EXPERT PANEL:

Robin Callahan, CFRE, Vice President of Philanthropic Services, Greater Tacoma Community Foundation

 

 

 

Elena Fracchia, CWS, AVP, Wealth and Philanthropic Advisor, Columbia Bank

 

 

 

Dana Miller, Senior Program Director – Grants, M.J. Murdock Charitable Trust

 

 

 

Anjana Pandey, Vice President of Strategy, Philanthropy Northwest

 

 

 

Giving USA: The Next Normal and a New Age of Philanthropy

Posted on by The Alford Group

By Alexis Cooke, Consultant, The Alford Group

On Wednesday, June 17, The Alford Group hosted a panel of national experts and funders to discuss Giving USA’s Annual Report on Philanthropy in 2019 in light of current realities, new opportunities and our future as non-profit staff, funders and philanthropists. The full discussion, along with The Alford Group’s Giving USA report, may be found here.

As Brenda Asare, The Alford Group’s President and CEO, noted as she opened the panel discussion, we all had high hopes for 2020 – momentum within the sector was strong and anticipated to continue at the close of 2019 and through 2020. Of course, no one knew what was coming nor how incredibly important that cushion would be to the survival of many nonprofits. As leaders representing funders and philanthropists across the country, Laura, Marguerite, Steve and Beth offered critical insights into philanthropy today and provided some hope as Brenda said “we must look up and ahead, as that is where we are all going.”

Continue reading “Giving USA: The Next Normal and a New Age of Philanthropy”

Giving USA 2020 By the Numbers and Beyond

Posted on by The Alford Group

By Alexis Cooke, Consultant, The Alford Group

On Wednesday, June 17, The Alford Group’s Karen Rotko-Wynn, Executive Vice President, shared highlights, trends and key takeaways from Giving USA 2020: The Annual Report on Philanthropy in 2019. Karen’s full presentation, along with a panel discussion with national experts and funders discussing the next normal and the future of philanthropy may be found here.

To be at this moment – mid-June 2020, reflecting on last year’s philanthropy during these challenging and volatile times – well, it feels a bit disconnected. It is hard not to ask why these data points matter; it is difficult to receive this report without wondering what this year’s annual report on philanthropy will say.

However, as the longest running, most comprehensive and most authoritative report on charitable giving in the United States – representing 128 million households, 600,000 nonprofits and 80,000 foundations and businesses – the information reported through Giving USA is deeply relevant. As leaders and staff of nonprofits, it is important to understand data trends and to know where to focus efforts; it is important to know where your organization fits within this data; and it is important to understand this data in relation to navigating our current, very difficult year.

Continue reading “Giving USA 2020 By the Numbers and Beyond”

Giving USA and the New Age of Philanthropy

Posted on by The Alford Group

MODERATOR: Brenda B. Asare, President and CEO, The Alford Group

GIVING USA PRESENTATION: Karen Rotko-Wynn, CFRE, Executive Vice President, The Alford Group

PANELISTS:

  • Laura Coy, Director of Philanthropy Strategy, William Blair; Vice President of the William Blair & Company Foundation
  • Marguerite H. Griffin, Senior Vice President; Director of Philanthropic Advisory Services, Northern Trust
  • Stephen Maislin, President & Chief Executive Officer, Greater Houston Community Foundation
  • Beth McCaw, President & CEO, Washington Women’s Foundation

Slide Deck: GUSA 2020 Summary Slides

Infographic: GUSA2020_Infographic

Blog Recap: Giving USA Numbers

Blog Recap: Panel Discussion

COVID-19 Stimulus Bill Includes Charitable Giving Incentives: What This Means for Donors

Posted on by The Alford Group

By Jennifer Shin, MBA, CFRE, Consultant – LinkedIn

Over the past few weeks, we’ve held our breath as Congress worked to pass a $2.2 trillion Coronavirus Aid, Relief, and Economic Security Act (CARES Act or “stimulus package”) on Friday, March 20, 2020. While the enduring impact of COVID-19 and the reach of this package is not yet known, nonprofits across the sector are looking to this bill to find answers in its many provisions, from forgivable emergency loan programs to direct cash infusions.

Meanwhile, nonprofits have focused on communicating to their supporters at all levels as they’ve had to make very difficult decisions and invited philanthropists to join them in finding solutions. Please check out the message by The Alford Group’s President and CEO Brenda Asare that outlines ways some organizations have leaned in and facilitated deep and meaningful conversations around the community.

Now, let’s take a focused look at the varying charitable giving incentives for individuals and what this means for donors. Continue reading “COVID-19 Stimulus Bill Includes Charitable Giving Incentives: What This Means for Donors”

As Good as It Gives: America’s Philanthropy Today (Giving USA 2019 By the Numbers)

Posted on by The Alford Group

By Alexis Cooke, Consultant

The Alford Group celebrated 40 years of impact with Giving USA events across the country, including in Chicago, Seattle, Tacoma and Vancouver, WA.

Thank you to everyone who joined us for  presentations sharing the recently released Giving USA 2019 Report on Philanthropy for the Year 2018. There is a lot to consider in reviewing Giving USA 2019’s report, so let’s dive in and discuss some key takeaways.

Continue reading “As Good as It Gives: America’s Philanthropy Today (Giving USA 2019 By the Numbers)”

As Good as It Gives: America’s Philanthropy Today (Giving USA 2018 Numbers and Beyond)

Posted on by Brenda B. Asare

By Brenda B Asare, President & CEO, The Alford Group

The Alford Group sponsored this year’s Giving USA event in Chicago with Lipman Hearne and the Baumhart Center for Social Enterprise and Responsibility. We shared the recently released Giving USA 2018 numbers, discussed new research on megadonor archetypes, and hosted a panel of local experts to discuss what it all means for the social sector. Here are the main takeaways.

Giving USA 2018 Numbers

(Report on Philanthropy for the Year 2017)

Total giving in 2017 reached its highest level ever, surpassing the $400 Billion mark for a total of $410.02 Billion.

Giving has been on the rise for the past few years. This year, giving increased among all four sources (corporations, foundations, bequests and individuals), with corporate giving increasing by the largest amount at 8 percent growth (5.7 percent adjusted for inflation). This growth from corporations is in part due to a $405 million bump in corporate gifts to natural disasters in 2017.

Continue reading “As Good as It Gives: America’s Philanthropy Today (Giving USA 2018 Numbers and Beyond)”

Giving USA 2017 Breakfast Presentation

Posted on by LuCinda Vacura

Giving USA 2017 Report

Seattle | August 1, 2017

 

The Alford Group and the Pacific Continental Bank hosted a morning of networking, conversation, breakfast and learning focused around the 2017 release of the Giving USA survey and data.

For 60 years, fundraisers, nonprofit leaders, donors, volunteers, scholars, and other individuals who work in or with the charitable sector have counted on Giving USA to provide the most comprehensive charitable giving data available. No other source provides the context for annual giving like Giving USA.

EVENT DETAILS:

  • Date: Tuesday, August 1, 2017
  • Time: 7:30 AM to 9:30 AM PDT
  • Location:  Seattle Yacht Club, 1807 E. Hamlin St., Seattle, WA 98112

Speakers:

Thomas W. Mesaros and Karen Rotko-Wynn, both of The Alford Group, presented the Giving USA 2017 report findings and provided an update on the state of philanthropy and charitable giving in the United States in 2016.

Thomas W. Mesaros Full Bio

Karen Rotko-Wynn Full Bio

Download Slides:

Giving USA Highlights 2017 — The Alford Group Breakfast in Seattle