Category: Donors

  • Worldwide Happiness … and Benevolence …

    Worldwide Happiness … and Benevolence …

    Yes, there’s a happiness index. And, yes, there are countries where happiness is much higher than other countries. And, yes, there’s the annual World Happiness Report that tells you all about it. (The UN has designated March 20 as World Happiness Day, now in it’s 10th year of happy days.)

    You would think where the sun doesn’t shine (much) in the dead of winter, that northern countries (and states) that the happiness of the country would be lower. But no. The Scandinavian countries, starting with Finland and Denmark are the happiest countries on earth. Iceland ranks 3rd. Western Europe holds most of the top 20 ranks.

    Israel, ranked #4, would undoubtedly have changes substantially since the terrorist attach on Oct 7th and the ensuing Gaza conflict.  Many countries with poverty and conflicts are low or last.

    Canada (12th) beats out the US (15th). The US is just ahead of Germany and the UK (19th). The Czech Republic and Lithuania were 18 and 20, representing an interesting addition of countries that we don’t always think of as developed countries. In the southern hemisphere, only New Zealand (10th) and Australia (13th) made the top 20 list.

    The World Happiness Report (https://worldhappiness.report/), which is a publication of the UN Sustainable Development Solutions Network, and powered by Gallop World Poll data, draws on global survey data from people in more than 150 countries. Countries are ranked on happiness including several factors including their average life evaluations over the three preceding years, in this case 2020 to 2022. This report creates an index that measures life expectancy, per capita GDP, level of corruption, etc. Several questions are asked about feelings of loneliness and generosity. Add them all together and you should get a very good measure about the “happiness” of the people within the country. Not perfect, but not bad.

    International Happiness Day for 2023 had the theme: Be mindful, Be Grateful, Be Kind.

    Benevolence Factor

    Hidden in this report is a benevolence factor. Well, not really hidden, it dominates Chapter 4.  One of the categories in the survey was generosity:

    Generosity:  “Have you donated money to a charity in the past month?” A clear marker for a sense of positive community engagement and a central way that humans connect with each other. Research shows that in all cultures, starting in early childhood, people are drawn to behaviours which benefit other people.

    CNN article on this report said:

    For one, benevolence is about 25% higher than it was pre-pandemic. “Benevolence to others, especially the helping of strangers, which went up dramatically in 2021, stayed high in 2022,” John Helliwell, one of the authors of the World Happiness Report, said in an interview with CNN.

    “Even during these difficult years, positive emotions have remained twice as prevalent as negative ones, and feelings of positive social support twice as strong as those of loneliness,” Helliwell said in a news release.  (https://www.cnn.com/travel/article/world-happiest-countries-2023-wellness )

    There’s some discussion (chapter 4) about how benevolence has remained higher than pre-pandemic. Interesting.

    Since the pandemic, tipping has become more common and more generous. Hmmm… Out of pandemic comes goodness. And happiness too, apparently.

    #Happiness #NonprofitPlan #Benevolence #HappinessReport #Generosity #ImpactfulGiving

    World’s happiest countries for 2023

    1. Finland

    2. Denmark

    3. Iceland

    4. Israel

    5. Netherlands

    6. Sweden

    7. Norway

    8. Switzerland

    9. Luxembourg

    10. New Zealand

    11. Austria

    12. Australia

    13. Canada

    14. Ireland

    15. United States

    16. Germany

    17. Belgium

    18. Czech Republic

    19. United Kingdom

    20. Lithuania

  • Donor: Giving Tuesday

    Donor: Giving Tuesday

    It is giving season, with Giving Tuesday after the long Thanksgiving weekend. Now is the best time of the year to reach into your coffers and give to your favorite charities. Also consider that donations can help reduce your taxes.  GivingTuesday.org  #GivingTuesday

    GivingTuesday.org is an “open source” environment to encourage giving and the philanthropic ecosystem. Find resources for individuals and nonprofits here: https://www.givingtuesday.org/participate/

    As you consider what charities to support, remember to give a quick review with the assessment organizations to make sure that no issues are surfacing with your favorite charities. Also, consider if there may be better charities to support while you are at it. (Local/small charities require a little different approach.)

    Assessment Organizations for Large Nonprofits

    The assessment organizations help people review and evaluate large(r) charities. CharityNavigator is always a good place to start. (See NonprofitPlan.org/links-resources/, also repeated below.)

    Smaller Nonprofits and Local Charities

    Smaller charities will not be reviewed by the assessment organizations, but they still should be reviewed every year before giving. If the local charities is a regional/local chapter of a large charity (often called a Non-Governmental Organization, NGO), then check out the parent first; but realize that the parent will typically do different things than local orgs which do the real work of the charitable concept.

    Maybe a quick Google search? Check to see if they have ratings on social media, etc. Review their web site for donor information. Check to make sure they are in compliance; that they have been filing with the IRS (informational 990 tax returns). You might actually look at the latest tax filing to see if there are any red flags. If the charity provides financial information, get financial and impact information from the website and brochures. (The IRS information is behind, and the 990 forms are hard to read.)

    Best practices for charities are to provide transparency, financial information, impact metrics and privacy policies. This information should be readily available to donors and volunteers one their website and donation materials.

    Impact. And, as always, how impactful do you believe this charity is? And how does this charity match with your personal passion for giving?

    And Then Give…

    Okay. I’m sorry. The spontaneity of the giving – and joy derived from giving – has been interrupted. Ideally, the review process of charities for donations (time & money) should be done at a time during the year when you get the best information (about them) and have plenty of time to review. Remember that donors are essentially the investors in the world of nonprofits. The best causes, and the best charities within those causes, should thrive.

    Giving is part science, and part art. Giving will be better as we all become more informed, plus it elevates the entire philanthropic ecosystem.

    Virtuous Giving Cycle. Consider giving where you will create, or perpetuate, a virtuous cycle. As it pertains to youth, for example; a little help early with health, wellness, or education might create a lifetime of benefit for the kids… and for the community… and for the economy. Possibly, pay-it-forward giving. I’ll help you build your house this year… you help someone else build their house next year. A parable, with a little modification, is:

    Give a kid to fish, feed the kid for a day; teach a kid to fish, feed the adult (and family) for a lifetime.

    Check out Hall & Hinkelman’s book on Nonprofit Planning and Impactful Giving for more on fundraising and philanthropic ecosystems.

    #GivingTuesday #PhilanthropicEcosystem #TheArtOfGiving #GiveForward #PayItForward #PerpetualInnovation #VirtuousCycle

    Hall, E. B. & Hinkelman, R. M. (2022). Perpetual Innovation™: Strategic planning for nonprofits and the art of impactful giving: the gift of giving, the art of caring. ISBN: ‎ 979-8842614615
    Retrieved from: Amazon.com/dp/B0BF8MB13X (Available on Kindle eBook as well.)

    Assessment Organizations

    The assessment organizations help people review and evaluate large(r) charities. CharityNavigator is always a good place to start. (See NonprofitPlan.org/links-resources/, also repeated.)

    • CharityNavigator.org ranks charities within categories. This is the most important site for someone considering which causes to select for charitable giving. Ranks larger Nonprofits. Encompass® rating to rate governance and transparency on impact. Great starting point.
    • CharityWatch.org rates many bigger nonprofit organizations. Great starting point.
    • GuideStar.org does a deeper dive into the non-profit, reporting, officers and programs. Large organizations including many in US and UK. Good starting point. (Candid is the umbrella organization for the Foundation Center and GuideStar, offering more than 88 years of service related to nonprofits.)
    • Give.org, by the BBB Wise Giving Alliance, provides a Better Business Bureau type of list Nonprofit organizations. It also provides a BBB-type of environment for reviews and complaints. (As with BBB, use this customer complaint feature carefully. A very large national or international organization might have thousands of complaints but only a tiny fraction of all customers served.)
    • IRS.gov has a searchable database of charities that qualify for charitable tax deductions. Since most people like the added benefit of a tax deduction from their charitable giving, Non-Profits must remain vigilant in maintaining their tax-exempt status as well as their qualifications as a charitable organization. (But, remember, the IRS filings are always a year or more behind. This year’s tax forms are for last year, and organizations can defer filing for months. The IRS takes time, usually 3-years, before removing an organizations tax-exempt status for non-filing. Smaller orgs don’t have to provide as much information.)
    • Canada. Charity Intelligence (Ci) Canada: https://www.charityintelligence.ca
      (Wikipedia on Charity Intelligence Canada.)
    • Charity Commission of England & Wales (register and information): https://www.gov.uk/charity-commission
    • United Kingdom Charities: GuideStar.org (Candid) UK (and other countries)
    • An overview article of Charity Assessment organizations on Wikipedia (current article, no editorial issues).
  • Smile no more. Amazon.

    Smile no more. Amazon.

    For years credit cards, Amazon, eBay and others have had “affinity” programs where a charity could be designated to receive money associated with normal sales activities. In the case of Amazon, Amazon Smile program, 0.5% of qualifying sales goes to your favorite charity. “You shop. Amazon Gives.” The program has been very successful growing since inception in 2013 to more than a million charities and about $400m donated over the decade.

    (more…)
  • Nonprofit Plan

    Nonprofit Plan

    Nonprofit Plan is about improving the philanthropic ecosystem, trying to make charities more efficient and successful while encouraging donors to become more impactful with their giving (time, talent & treasure).

    This concept and the upcoming blog (www.NonprofitPlan.org) is inspired by a book by Hall & Hinkelman of Strategic Business Planning Company.

    The Gift of Giving, the Art of Caring(tm)

    Hall, E. B. & Hinkelman, R. M. (2022). Perpetual Innovation™: Strategic planning for nonprofits and the art of impactful giving: the gift of giving, the art of caring. ISBN: ‎ 979-8842614615

    Retrieved from: Amazon.com/dp/B0BF8MB13X (Available on Kindle eBook as well.)

  • Nonprofit: Donor/Volunteer View

    Nonprofit: Donor/Volunteer View

    Nonprofit Plan is about improving the philanthropic ecosystem. The book by Hall & Hinkelman (2022) of Strategic Business Planning Company takes the holistic view: both from the charity’s point of view and from the donor’s. See Fig 17 from the book.

    Chapter 3 and 5 are from a donor’s point of view, starting with larger charities (NGOs) and working into how to assess local/small charities.

    The Nonprofit Self-Assessment for the charity’s internal review is instructive for a donor review of a charity. Although the self-assessment is an internal management tool, the general format is useful for a donor or volunteer to consider in charity selection. For large(r) nonprofit organizations look at the information available from the large assessment organizations (fig 9).

    The results, if any, from the large assessment organizations is only a starting point. You, the donor or volunteer, still need to do additional due diligence and review how well the short list of charities matches with your own ideals/interests.

    Chapter 3 of H&H’s Nonprofits book focuses on the assessment organizations and how they rank a large(r) charity. They look at how money is spent. Since nonprofits are (generally) required to report informational 990 tax forms to the IRS, it is easy to look at the amount of money spent on executive salaries (and board compensation, if any) and on fundraising. The remainder is spent on “programs”, whatever those may be for the specific charity. Too much spent on salaries and/or fundraising leaves less for the actual programs which can be a red flag. Financial strength and best practices for a nonprofit organization (like governance) are also considered.

    Chapter 5 of H&H works through the budgeting process and how best to support a charitable cause (and various charities within that cause). You should consider contributions to charities as an investment and exercise the same due diligence. Fig 21 (H&H, 2022) outlines the ways to help out a charity (charitable cause).

    The Gift of Giving, the Art of Caring(tm)

    Hall, E. B. & Hinkelman, R. M. (2022). Perpetual Innovation™: Strategic planning for nonprofits and the art of impactful giving: the gift of giving, the art of caring. ISBN: ‎ 979-8842614615

    Retrieved from: Amazon.com/dp/B0BF8MB13X (Available on Kindle eBook as well.)