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IFL forum IFC 2019

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IFL forum IFC 2019

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IFL forum IFC 2019

  1. 1. Peer Review Key Findings 17 October 2019
  2. 2. Who are we? 2 • A committed group of international fundraising leaders who improve fundraising performance through collaboration, trust and leadership by sharing their experience, knowledge and best practice. • An informal membership organisation with membership fees and an elected Chairperson and Steering Group. • Supported by a Coordinator / Project Manager
  3. 3. What do we do? 3 • We meet once or twice a year as a full peer group of the most senior fundraisers in our organisations in a trusted and confidential Forum. • We identify strategic issues and trends of common interest and decide on priority projects to focus and collaborate on. • Through these initiatives, we aim to improve our decision-making at international and national levels; to deliver improved ROI; and to increase income to programmes with the beneficiaries of our organisations.
  4. 4. 4 2019 Peer Review (2018 data)
  5. 5. Flagship Products 5 Through collaboration on joint projects, we achieve outcomes and insights that we could not achieve alone. Our two key Flagship Products are: • The Peer Review: a comparison of our income by country and by channel across all markets in our international fundraising programmes with five-year trends. • INDIGO - a comparison of the actual performance of individual donors by country with five-year trends. It started in 2009 and, in its tenth year in 2019, compared the performance of 15.1 million donors from 18 countries and combined revenue of US$2.1 billion.
  6. 6. Mapping of the income streams 6 RECURRING GIFTS (RG) (excl. Major Donors) SINGLE GIFTS (SG) (excl. Major Donors) PRIVATE SECTOR FUNDS (PS) PUBLIC FUNDS (PF) OTHER (OT) INDIVIDUAL GIVING (IG) CORPORATE (CP) FOUNDATIONS (FD) Emergency income (cross-cutting), broken down by main income stream (PF, IG, CORP, CP, FD) LEGACY (LY) MAJOR DONORS (MD) Child Sponsorship NonChild Sponsorship IN KIND (IK)
  7. 7. 7 What has just happened in 2018?
  8. 8. POLARIZATION Implications Organizations are asked to take a position on topics that are related to their mission Chanel has become the first fashion brand to stop using exotic animal skins. The announcement in December 2018 stated that it will ban the use of snake, crocodile, lizard and stingray skins, as well as fur, in all future collections. Chanel joins brands including Armani, Burberry, Gucci, Michael Kors, Ralph Lauren, Stella McCartney, Versace and Vivienne Westwood in adopting a fur- free policy. Celebrities, especially from the cultural industries, mobilize. More and more celebrities from the movie and art industries mobilize to speak up on controversial topics like climate change and zero tolerance policies on immigration. Examples: George and Amal Clooney donated $100,000 to the Young Center for Immigrant Children's Rights. Alonso Cuarón speech at the Golden Globe in Jan 2019, where he urges the world to build bridges instead of walls. Polarization “bridges instead of walls” Alonso Cuarón “no more exotic animal skins” Chanel
  9. 9. ENVIRONMENTAL PRESSURE Implications As more consumers shift (or wish to shift) toward a more ethical consumption style, companies have an increasing interest in driving changes that can make this world a better place. Environment Ethical start-ups proliferation (e.g. produce plant- based substitutes to animal-based products) “plant based substitutes” Greta Thunberg, 15 – “ethical consumption”
  10. 10. TRUST London tube, July 2019
  11. 11. 2018: the worst year for stock markets in a decade 11
  12. 12. Question 12 Gross Revenue is down. Is that true?
  13. 13. Well, in Public Funds no but Private Sector yes… 13 GlobalMarket Private Sector = Individual Giving, Corporate and Foundations
  14. 14. Total Income breakdown by category (2018) 14 GlobalMarket • Overall, the total income decreased by -3.5% from 2017 to 2018. The 2018 total income is $31.9bn. 2017/18 growth +2.2% -4.3% -23.2% -37.7% +0.3% Private Sector: -10.7%
  15. 15. Question 15 Which regions were up in total income? A) Asia B) Middle East and Africa C) Latin America D) All of the above
  16. 16. Total income decreased by -3.5% in 2017/18 16 GlobalMarket EUR: 44.8% (-0.5%)NA: 29.9% (-11.3%) ASIA: 8.5% (+8.7%) OCEA.: 3.5% (-33.2%) ME: 3.6% (+86.2%) AFR.:1.2% (+16.9%)SA: 1.2% (+14.1%) • Europe, North America, Oceania (and Other) posted decrease in the most recent period. • Double-digit growth in smaller regions (S.Am., Africa & ME) (*) Other (non-country specific, e.g. cross country organizations): 7.4% , NA: North America (USA and Canada) Note: Total income = Public Funds, Ind.Giving, Corporations, Foundations and Other. Other: 7.4% (-4.1%)
  17. 17. Public funds income grew by +2.2% in 2017/18 17 • Double digit growth in SA, AFR and triple digit growth in ME • Strong decrease in ASIA and OCEANIA and for non-country specific organizations. (*) Other (non-country specific, e.g. cross country organizations): 13.8% , NA: North America (USA and Canada) (+x%: growth 2016/17) EUR: 43.8% (+4.9%)NA: 29.9% (+2%) ASIA: 3.1% (-12.1%) OCEA.: 2.5% (-57.1%) ME: 5.5% (+156.6%) AFR.:1.7% (+36.4%)SA: 0.5% (+17.1%) Other (*): 13.8% (-3.6%) PublicFunds
  18. 18. Private Sector income dropped by -10.7% in 2017/18. 18 EUR: 49% (-1.9%)NA: 28.5% (-28.6%) ASIA: 13.6% (+3%) OCEA.: 4.3% (-1%) ME: 1.9% (-4.2%) AFR.:0.5% (-22.5%)SA: 1.9% (+20.2%) • Only 2 regions posted growth for PSFR income; Asia and South America. (*) Other (non-country specific, e.g. cross country organizations): 9.6% , NA: North America (USA and Canada) (+x%: growth 2017/18) PrivateSector Other (*): 0.3% (-17.8%) 0.9% decrease excluding emergencies
  19. 19. Private Sector income by country (2018) – top 20 19 PrivateSector TWN DEU (Germany) • The top 20 in 2018 are the same as in in 2017.
  20. 20. Private Sector income trends PrivateSector 20 Red Cross UNICEF MSF World V. Save SOS WWF PLAN Oxfam UNHCR
  21. 21. Key messages #PublicFund_Up_2017/18 #PrivateSector_Down _2017/18 #2018Wake_Up_Call #PublicFunds_West_Better_than_East _2017/18 #PrivateSector_only_LatAm_and_Asia_grew _2017/18 21
  22. 22. -5% 0% 5% 10% 15% -10% 0% 10% 20% 30% 40% 50% 60% Growth evolution by income stream and relative weight of the income stream 22 share of the income stream 2014-18CAGR size of the bubble: 2018 income Recurring Gifts at $5.6 billion 5 YEAR SEGMENT VIEW: RG large (47% of total PS) and growing (+6% CAGR 2014-18), SG shrinking, LEG and MD raising stars for private income Share of the income stream 2018 (%) 2014-18 CAGR (%) 2018 Income ($M) Recurring Gifts 47% 6% 5.6$ Single Gifts 19% -2% 2.2$ Legacy 10% 8% 1.2$ Major Donor 6% 13% 0.8$ Corporations 11% 8% 1.3$ Foundations 8% 2% 0.9$ Total PSFR 100% 12.0$ Recurring and Single Gifts: without Save the C and WWF (data not available) SINGLE GIFTS (SG) RECURRING GIFTS (RG) MAJOR DONORS (MD) LEGACY (LEG) FOUNDATIONS (FOUND) CORPORATE (CORP)
  23. 23. Key long term messages 23 #RGisKING #Legacy_fast_growing #Corporate_down (due to Red Cross) #MajorDonor_fast_growing #SingleGifts_shrinking
  24. 24. PRIVATE FUNDRAISING SEGMENTS 24
  25. 25. Question 25 What is the top market for regular giving? A) USA B) South Korea C) Spain
  26. 26. Top 20 recurring giving income markets (2018) 26 IndividualGiving(recurringgiving)-VALUE • The top 20 in 2018 are the same as in 2017.
  27. 27. Recurring Giving top 20 markets: slowdown in 2017/18 but still growing (+2.4%) 27 Note: WWF excluded due to incomplete data. Chart 3: Without Save The C. IndividualGiving(recurringgiving)-VALUE • 16 markets grew out of 20 in 2017/18. • 17 markets grew out of 20 in 2014/18.
  28. 28. Recurring Giving donor acquisition by market Trend in number of regular donors 28 RecurringGivingacquisition Note: WWF excluded due to incomplete data. For Peers who submitted their numbers Seven markets recruited more than 200K+ Recurring Gifts donors (ESP, KOR, USA, DEU, UK, BRA and NDL)
  29. 29. Key messages 29 #Bravo_ESP_DEU_FRA_SWE as large_and_ growing! #Bravo_KOR_HKG_as large_and_ growing! #Bravo_ARG_BRA_for_growth #Sponsorships_flat @$1.9bn
  30. 30. GDII Promotion – RG acquisition by channel 30 Where has the digital channel grown to be 1/3 of all RG acquisition? A. USA B. India C. Sweden
  31. 31. Acquisition Channel Mix 31 Regular Giving Channel Mix A c q u i s i t i o n 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2013 2015 2017 2014 2016 2018 2013 2015 2017 2014 2016 2018 2013 2015 2017 2014 2016 2018 2013 2015 2017 2014 2016 2018 2013 2015 2017 2014 2016 2018 2013 2015 2017 2014 2016 2018 2013 2015 2017 2014 2016 2018 2013 2015 2017 2014 2016 2018 Australia Brazil Canada Germany Denmark Spain France UK Hong Kong India Italy Mexico Netherlands Norway Sweden USA Digital Direct Mail Door to Door DRTV Email Face to Face Telemarketing Other Driven by Red Cross - Norway (Unable to Populate Recruitment Channel) Source: INDIGO
  32. 32. Single Gifts are Down 32 Which was the only large market where single gifts did not decline? A. Italy B. Sweden C. Ethiopia
  33. 33. The largest markets are down (USA, DEU). ITA is the only large and growing market for SG 33 Largest markets in total Gross Revenue Largest market growth in value USA (23%, decrease) CAN (4.5%, decrease) DEU (14%, decrease) GBR (7.%, decrease) CHE (6.3%, decrease) AUS (4%, decrease) FRA (3%, decrease) NDL (3.7%, decrease) SWE (2.7%, decrease) JPN (5%, decrease) ITA (4.4%) NOR (17.5%) IND (6%) MYS (4%) BRA (4.2%) ETH (3.3%) TUR (6.4%) Markets representing 80% of the total Small markets <1% share (x%, y%) x= share of total income y=share of income growth 2017-18
  34. 34. Legacy income question 34 What % change in legacy income? a. 5.2% b. 7.6% c. -1.8%
  35. 35. Legacy income up 7.6% - trend per market (top 20, 2018): 14 out 20 markets grew. 35 IndividualGiving(Legacy)-VALUE • 14 from the top 20 legacy income markets posted an income increase in 2014-18. Ranking in IG (2018) Note: Red Cross data 2014 and 2015 taken from annual report
  36. 36. Legacy market income trends (2014-2018) 36 $1,048M (*) $1,154M $842M (*) Red Cross MSF SOS UNICEF WWF STC Note: Red Cross data 2014 and 2015 taken from annual report
  37. 37. Major Donor Question 37 How fast Major Donors is growing over the past 5 years? A) 3.6% B) 14.0% C) 8.8%
  38. 38. Major donors up 3.6% in 2018. Up 14% 2014-18. USA dominates global market 38 IndividualGiving(MajorDonor)-VALUE
  39. 39. Major Donor Question 39 Excluding the US which market was the largest? A) UK B) Hong Kong C) Turkey
  40. 40. Major donors by market in 2018 (without USA) 40 • Difficult to have robust data as major donor threshold varies by peers. • Top 5 markets are TUR (only Red Cross), DEU, GBR, AUS and CAN. IndividualGiving(MajorDonor)-VALUE
  41. 41. Major donors trends by market 41 • No possible benchmarking as major donor threshold varies by peer. • 13 out of 15 markets grew in 2017/18. Turkey #2 (due to Red Cross) IndividualGiving(MajorDonor)-VALUE
  42. 42. Corporate 42 Which country replaced the UAE in the top 20 corporate markets? A. Brazil B. Austria C. Mexico
  43. 43. Corporate giving income by market (2018) 43 Corporations • MEX overtook ARE (United Arab Emirates) place in the TOP 20.
  44. 44. Corporate income trends (2014-2018) Corporations 44 Red Cross UNICEF Save WWF MSF SOS UNHCR World Vision Care Rescue Oxfam Operation Smile
  45. 45. 45 Largest markets in total Gross Revenue Largest market growth in value USA (43%, decrease) CAN (2%, decrease) DEU (5%, decrease) SWE (3.2%, decrease) FRA (3.5%, decrease) ITA (2.5%, decrease) ESP (5%, decrease) GBR (6.3%, decrease) NDL (3%, decrease) JPN (4%, decrease) KOR (3.5%, decrease) CHE (2%, 8%) BRA (6.2%) ARG (5%) BGR (5.5%) ROU (5.3%) AUS (8%) NOR (6.5%) PHL (5%) Markets representing 80% of the total Smaller markets <2% Market changes corporates in 2018 (x%, y%) x= share of total income y=share of income growth 2017-18
  46. 46. Foundations 46 Which market did Norway replace in the top 20 in 2018? A. Sweden B. Kenya C. Australia
  47. 47. Foundation giving income by market (2018) 47 Foundations • NOR overtook KEN place in the TOP 20.
  48. 48. Foundation income trends Foundations 48 Red Cross UNICEF Save Oxfam Care WWF MSF UNHCR 1.7% CAGR 2014-18 24% decrease in 2018
  49. 49. 49 Largest markets in total Gross Revenue Largest market growth in value USA (39%, decrease) SWE (8%, decrease) CHE (7%, decrease) NDL (4%, decrease) GBR (12%, decrease) ARE (4%, decrease) QAT (3%, 50%) DEU (4%, 6.7%) MEX (3%, 5%) ESP (1%, 5.5%) JPN (1%, 5%) HKG (0.7%, 5%) VNM (0.2%, 4.5%) Markets representing 80% of the total Markets representing 80% of the total In Foundations (x%, y%) x= share of total income y=share of income growth 2017-18
  50. 50. Questions 50 What is the share of Emergency Income?
  51. 51. Emergency by market and by income stream Top 20 markets (2018) 51 • The share of public funds is very high in most top 20 markets. Emergency
  52. 52. QUESTIONS? 52 Presentation of the 2018 results and working sessions on insights

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