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New Survey Reports on 2010 Giving Projections

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(Houston, TX – January 29, 2010) Philanthropy and fundraising experts Dini Partners this week announced that their second annual survey of major gift-giving individuals and foundations finds increasing optimism and donor confidence even as givers maintain a mixed outlook on the U.S. economy.

Last year, the inaugural Dini Partners survey found 62 percent of respondents expected giving to be adversely impacted, while only 5 percent expected to increase their giving.  This year, however, 27 percent anticipate that giving in 2010 will return to 2008 or prerecession grant making, while another 17 percent believe giving levels will exceed those achieved in 2009.

Only 23 percent state clearly that their grant-making capacity continues to be diminished.

Meanwhile, major donor sentiment on the economy is mixed.  Thirty-one percent of 2010 Dini survey respondents expect the economy to continue to improve and stabilize through the first quarters of 2010, while 28 percent anticipate a second downturn before year-end and another 25 percent feel too uncertain to venture a guess. 

“The year 2009 is one that will go down in the annals of American philanthropy as one of historic challenges to both well-established institutions and emerging agencies,” said Larry Vaclavik, Principal and Managing Partner of Dini Partners, as he announced the 2010 Dini Partners Giving in 2010 survey results.  “Executives, board members and fundraising professionals watched as external forces challenged some of the most fundamental assumptions about the capacity and drive of the American philanthropic spirit.”

Vaclavik added that “as many in other economic sectors are suggesting a transition to a ‘new normal’ and changed expectations for the coming years, the same might be said of the philanthropic sector for 2010.”

Of the 102 participants in the Dini Giving in 2010 survey, 64 are individual contributors or representatives of philanthropic families, 31 are foundation trustees or officers, and seven represent historically philanthropic corporations.  The individual contributors surveyed were comprised of millionaires with net worths ranging from several million dollars to more than $100 million. 

Approximately three-fourths of the 2010 respondents are from Texas with the balance representing areas as diverse as Colorado, Nebraska, Louisiana, Missouri, Ohio, Oklahoma and New York. 

New Survey Reports on 2010 Giving Projections

Other major findings from the Dini Partners Giving in 2010 survey include:

· 43 percent said strategic planning has the greatest importance in the consideration of requests for gifts or grant support since the economic downturn.  The second most important factor produced a tie between the sophistication of the organization’s leadership and its balanced operating budget.
 
· Respondents said that the single most important factor in making gift decisions will be an existing relationship with the asking organization.
 
· When asked about what programs they are more likely to support in 2010, 76 percent responded in favor of annual appeals or programs in support of annual operations.
 
· Capital and special project funds for construction and new programs will continue to be supported by 35 percent of the respondents.
 
· Finally, in a new question, participants were asked what would best summarize their advice for 2010.  The overwhelming response at 56 percent is to stay the course and do your best to keep annual giving strong.

Based on these results, Dini Partners formulated recommendations addressing how institutions should move from “reaction” to “action” in this recovering economic environment.

An anonymous philanthropist in Dallas summed up donor sentiment this way:  “The economy is like the Grand Canyon.  The free fall is over but there’s a river to be crossed before we climb up the other side.”


About Dini Partners

Founded in 1969, Dini Partners — with offices in Houston, Dallas, Austin and Denver — has served as fundraising and management counsel to many of the nation’s premier institutions.With a core business in the management of capital and major gift campaigns, Dini Partners’ substantive expertise extends to strategic planning, leadership development and training, and services that address virtually all of the fundraising challenges faced by nonprofit institutions.

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Through our exceptional staff, we provide clients innovative solutions with dynamic results, a team of catalysts with whom they enjoy working and the integrity of a partner committed to greatness.

For 40 years, Dini Partners has worked with some of the nation’s premier institutions to transform their vision into a basis for strong, sustaining philanthropic partnerships. Discover how we can help you.

Dini Partners is a national firm headquartered in Houston, Texas, with additional offices in Dallas, Austin and Denver, Colorado. 



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