The Blackbaud Institute Index – UK
Your Source for Charitable Giving Trends
We’re excited to announce the next evolution of the Index! We’re expanding our focus to deliver even more insights, perspectives, and deeper dives while remaining the most accessible resource for giving statistics.
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 £305 million from approximately 260 organisations in U.K.-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
- Q4 2019 vs Q4 2018-4.4%
- Past 12-Months5.7%*
*Last 12-months ending December 2019
A Message from Steve MacLaughlin
Blackbaud Vice President, Product Management 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.
As for online giving, it continues to be a growth engine for fundraising in the non-profit sector and there is likely a symbiotic relationship between online and offline. In 2019, online giving grew 4.1% year over year. With that said, the focus should be on delivering multichannel giving experiences for donors instead of online and offline working in silos.
“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 around 260 of U.K.-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 nonprofits. 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.
For more information
Benchmarking: The Insight Track to Success
Listen to your data to transform your organisation’s strategy. The Blackbaud Institute Index and Charitable Giving Report keep you aware of the trends, and now this guide offers practical strategies for using these resources to introduce benchmarking across your organisation. Click below to download the free guide, no email required!