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Alzheimer’s Association Finance Directors Meeting April 5, 2003 - Dave Harkins VP, Director of Strategic Services The Jackson Group Finance, Fundraising and Technology: Beyond the Bottom Line
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Charitable Giving 2001 Contributions $212.00 billion by contribution source Source: AAFRC Trust for Philanthropy/Giving USA 2002
Charitable Giving 2001 Contributions $212.00 billion by recipient type Source: AAFRC Trust for Philanthropy/Giving USA 2002
Charitable Giving Total Giving 1971 - 2001 Source: AAFRC Trust for Philanthropy/Giving USA 2002 $ in Billions Inflation-Adjusted Dollars Current Dollars * Recessions in purple:  1973-1975; 1980; 1981-1982; 1990-1991; 2001
Charitable Giving Individual Giving and Personal Income Adjusted for inflation Source: AAFRC Trust for Philanthropy/Giving USA 2002
Charitable Giving Individual Giving and the Stock Market Adjusted for inflation Source: AAFRC Trust for Philanthropy/Giving USA 2002
Charitable Giving Wealthiest 20% of Americans contribute 67% of all philanthropy Total individual giving Source: “Trends in wealth and Philanthropy”, Boston College Social Welfare Research Group Formula applied from 1999 giving to 2001 giving.
Charitable Giving Individual Giving As a percentage of personal income 1990 – 2002  Source: AAFRC Trust for Philanthropy/Giving USA 2002  1.9% 1.8% 1.8% 1.8% 1.7% 1.6% 1.8%
Charitable Giving Growth in 501(c)(3) organizations 1991-2001 Source: AAFRC Trust for Philanthropy/Giving USA 2002
Charitable Giving ,[object Object],[object Object],[object Object]
Beyond The Numbers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What Others Are Finding… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What Others Are Finding… ,[object Object],[object Object],[object Object],[object Object],[object Object]
Focus on Finance Finance’s role in leading  the organization through change… It’s not  just  about the bottom line.
Best Practices – Finance Leaders ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices – Finance Leaders ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices ,[object Object],[object Object],[object Object],[object Object]
Best Practices ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Questions?
Thank You! Dave Harkins VP, Director of Strategic Services The Jackson Group [email_address] Direct: 630.820.2087 5804 Churchman By-Pass  |  Indianapolis, IN  46203  |  1-888-Jackson  |  www.jacksongroup.com

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Finance, Fundraising and Technology: Beyond the Bottom Line

  • 1. Alzheimer’s Association Finance Directors Meeting April 5, 2003 - Dave Harkins VP, Director of Strategic Services The Jackson Group Finance, Fundraising and Technology: Beyond the Bottom Line
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  • 3. Charitable Giving 2001 Contributions $212.00 billion by contribution source Source: AAFRC Trust for Philanthropy/Giving USA 2002
  • 4. Charitable Giving 2001 Contributions $212.00 billion by recipient type Source: AAFRC Trust for Philanthropy/Giving USA 2002
  • 5. Charitable Giving Total Giving 1971 - 2001 Source: AAFRC Trust for Philanthropy/Giving USA 2002 $ in Billions Inflation-Adjusted Dollars Current Dollars * Recessions in purple: 1973-1975; 1980; 1981-1982; 1990-1991; 2001
  • 6. Charitable Giving Individual Giving and Personal Income Adjusted for inflation Source: AAFRC Trust for Philanthropy/Giving USA 2002
  • 7. Charitable Giving Individual Giving and the Stock Market Adjusted for inflation Source: AAFRC Trust for Philanthropy/Giving USA 2002
  • 8. Charitable Giving Wealthiest 20% of Americans contribute 67% of all philanthropy Total individual giving Source: “Trends in wealth and Philanthropy”, Boston College Social Welfare Research Group Formula applied from 1999 giving to 2001 giving.
  • 9. Charitable Giving Individual Giving As a percentage of personal income 1990 – 2002 Source: AAFRC Trust for Philanthropy/Giving USA 2002 1.9% 1.8% 1.8% 1.8% 1.7% 1.6% 1.8%
  • 10. Charitable Giving Growth in 501(c)(3) organizations 1991-2001 Source: AAFRC Trust for Philanthropy/Giving USA 2002
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  • 15. Focus on Finance Finance’s role in leading the organization through change… It’s not just about the bottom line.
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  • 21. Thank You! Dave Harkins VP, Director of Strategic Services The Jackson Group [email_address] Direct: 630.820.2087 5804 Churchman By-Pass | Indianapolis, IN 46203 | 1-888-Jackson | www.jacksongroup.com