The Blackbaud Institute Index – AUS
Your Source for Charitable Giving Trends
We’re excited to announce the Blackbaud Institute Index – Australia and New Zealand!
To provide greater understanding of long-term trends, we’ll report overall giving on a quarterly basis. Expert context behind these trends will provide the perspective you need to leverage this data in your work.
Tracking more than $620k from more than 150 organisations in AU and NZ-based charitable giving, the Blackbaud Institute Index is updated each quarter and reports year-over-year percent changes as well as giving to date for the last 12 months.
2019 Quarterly Overall Charitable Giving
- Q3 2019 vs Q3 2018-2.5%
- Last 12 Months-0.1%*
*Last 12 months ending September 2019
“The Australian charity market continues to be robust in-line with a strong economy and improving consumer confidence. As the sector matures, we’ve seen the long-term value of first year and multi-year retention strategies. With increased online giving, diversified revenue streams, and improved donor retention, there is reason to be enthusiastic about the future. We can expect these trends to continue as organizations continue to leverage best practices and benchmarking to refine their strategies across all channels.”
A Message from Steve MacLaughlin
Blackbaud Vice President, Data & Analytics and Blackbaud Institute Senior Advisor
The Blackbaud Institute Index provides non-profit organisations the timely and precise information they need to help make better decisions. The Index provides both a broad-based view of what is happening across the non-profit sector and in-depth analysis for different types of organisations. We are leveraging data intelligence to help the entire social good sector better understand key trends and insights.
“Economic conditions, natural disasters, and market fluctuations have made it extremely difficult for non-profits to make fundraising decisions informed by the latest donor behavior. That is why we created The Blackbaud Index — to provide insight into what happened in the prior quarter and valuable analysis by leaders in the sector into what fundraisers can learn from it.”
How we create the Index
Each quarter, we draw actual giving statistics from the databases of more than 150 of AUS and NZ-based participating organisations using a variety of fundraising systems to determine how much revenue was raised. We include giving from all sources of fundraising activities: direct mail, telemarketing, face-to-face fundraising, email, online, mobile giving, small- and large-scale events, and major and deferred giving.
We do not include the unfulfilled portion of pledge gifts, but we do include the donated value of in-kind and stock gifts. We include giving from individuals, corporations, and foundations but do not include giving by individuals or corporations to private and community foundations or other intermediaries. To include these gifts would double count the revenue when those organisations subsequently make grants to other non-profits. We do not currently exclude the value of goods and services provided in exchange for gifts (e.g., the cost of premiums) but hope to in the future. And lastly, we do include adjustments made to gifts (e.g., bounced checks and refunds) to provide a more accurate accounting of real revenues. As a result, you may find that indices values change slightly, as we obtain newly-adjusted data from each organisation.
We report the Index as a three-month moving median of year-over-year percent changes in giving. We add up all giving for the prior three months and compare this total to the same three months one year earlier to calculate the annual percent change for each organisation in our index.
Why do this?
Many organisations have big campaigns (events or mailings) that occur at roughly the same time each year. However, if an event was in late April one year but early May the next, the change in monthly giving might be significant while the change in giving over a three-month period might be the same. An index based on a moving median is less sensitive to these small timing issues and will serve as a more practical decision-making tool. However, one downside of a moving median is that it can dampen large fluctuations caused, for example, by disaster relief giving.