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Quick Facts
2016 Annual Report
on the State of Philanthropy
MONTENEGRO
During 2016, Catalyst Balkans tracked media reports on domestic individual, corporate and diaspora
philanthropy in Montenegro. This brochure provides key statistics on the findings of this research.
ESTIMATED TOTAL
VALUE
# OF RECORDED
INSTANCES
INCREASE FROM
2015
AVERAGE
DONATION PER
CITIZEN
742 4.4 7.0 € 14.7%
mil.€
33.4%
Central
Montenegro
28.7%
Northern
Montenegro
35.2%
Southern
Montenegro
1.5%
Throughout
Montenegro
1.2%
Outside of
Montenegro
2016 Annual Report on the State of Philanthropy
2|
DONORS
DONATIONS BY TYPE OF DONORS
(% of Instances, vs. % of Recorded Sum)
KEY TRENDS IN TYPES OF DONORS - 2014 TO 2016
2014 2015 2016% OF INSTANCES
Mass Individual 35.8% 39.4% 48.4%
Corporate Sector 23.9% 23.6% 27.8%
Individuals 6.8% 11.3% 7.0%
2014 2015 2016% OF RECORDED SUM
Mass Individual 6.7% 26.3% 15.3%
Corporate Sector 59.9% 50.8% 27.8%
Individuals 15.9% 10.7% 3.7%
Individuals
7.0
3.7
9.0
28.8Mixed Donors
7.8
19.7Other
Corporate Sector
27.8
32.5
48.4
15.3
0 10 20 30 40 50
Mass Individual
% of Recorded Sum% of Instances
MONTENEGRO
|3
■ In 2016 there were 742 recorded unique instances of charitable giving, which
is a slight increase (10.7%) in comparison with 2015.
■ If we analyze geographic distribution of giving, we can observe significant
increase of number of instances in Southern Montenegro and decrease in
Northern Montenegro; this change, mostly due to couple of effective campaign
for medical treatment in Southern Montenegro, resulted in relatively equal
distribution of instances in all three regions. There is also slight decrease in
percentage of donations given out of country and throughout Montenegro.
■ In 2016, the most active donors were citizens in mass individual giving actions
(48.4%), followed by the corporate sector (27.8%) and individuals (7.0%).
■ If we look into value of donations, the picture changes: the corporate sector
takes the lead with a 27.8% share in the total recorded sum; next on the list are
mixed donors with share of 28.8% and then other type of donors with 19.7%
share. Citizens with a share of 15.3% are on the fourth place and are followed
by individual donors at 3.7%. In comparison with 2015, there is a significant
increase in the share of mixed donors and other types of donors (mostly due
to associations contributions). These changes come as result of several very
successful campaigns for medical treatments, supported by various types of
donors and greater engagement of Rotary clubs.
■ If we analyze giving by diaspora, both the percentage of instances as well as
recorded value of donations increased slightly in comparison with 2015.
■ Overall, citizens (mass individual donors) continue to increase their level
of activity. The presence of the corporate sector (companies and small and
medium enterprises) in terms of amount seems smaller, however, they
participated significantly in campaigns supported by various types of donors
and engaged in Rotary club activities. As in several other countries, campaigns
that attract various types of donors are on the increase.
KEY POINTS
2016 Annual Report on the State of Philanthropy
4|
CORPORATE SECTOR
Profiles of the Most Common Types of Donors
Nonprofits
Individuals /
Families
Institutions
18.9%23.3%49.5%
TOP 3
RECIPIENT ENTITIES
Healthcare
21.8% 21.4%25.2%
Education
TOP 3
THEMES FOR GIVING
Support to
Marginalized
Groups
16.5%
People with
Disabilities
8.7%
Economically
Vulnerable
50.5%
Population from
Specific Local
Communities
TOP 3
FINAL BENEFICIARY GROUPS
MONTENEGRO
|5
Podgorica Company Jugopetrol AD donated EUR 10,700 for reconstruction
of the Educational Center PaMark department for education of persons with
physical disabilities.
As a part of the 9th anniversary mobile provider M:tel doo donated specialized
vehicles to Podgorica and Nikšić local authorities, which will help public
infrastructure works. Each vehicle is worth EUR 50,000.
IT sector of Adriatic Marias - Porto Montenegro company donated computers
and related equipment to children in Home for children without parental
care Mladost in BIjela.
Interesting example of giving is coming from Tivat, where Luštica Development
AD donated three solar power park benches to the Tivat Municipality. The
benches, which are worth EUR 5,700, accumulate solar power that can be
later used for charging mobile phones, free internet, etc. The same company
donated over EUR 5,800 for new doors and windows for the Tivat Sport
Hall Župa. Luštica Development made number of other donations in Tivat
community.
EXAMPLES OF CORPORATE SECTOR DONATIONS
2016 Annual Report on the State of Philanthropy
6|
MASS INDIVIDUAL
Profiles of the Most Common Types of Donors
TOP 3
RECIPIENT ENTITIES 56.0% 22.3%
Individuals /
Families
16.4%
Nonprofits
Institutions
TOP 3
THEMES FOR GIVING 44.0%
Healthcare
22.6%
Support to
Marginalized
Groups
13.9%
Poverty Relief /
Mitigation
TOP 3
FINAL BENEFICIARY GROUPS 39.0%
People with
Health Issues
18.1%
Economically
Vulnerable
13.4%
People with
Disabilities
MONTENEGRO
|7
In 2016 citizens in Montenegro were included in number of fundraising campaigns
directed to raising funds for medical treatments and helping people in economic
need.
However, the year of 2016 was also marked by high number of smaller, local
actions. Thus, for example, Association Adra Montenegro organized a fundraising
lecture of famous motivational speaker Nick Vujačić and donated income to the
City of Podgorica for construction of elevator for persons with physical disabilities
at the public swimming pool.
In Kotor, Šjore od mota organized action of collecting goods and food products
in shopping center Kamelija in Kotor, which were distributed to community units
(mesne zajednice) for elderly with low income and those living in poor economic
conditions.
Fundraising fairs selling products made by pupils of elementary schools were
organized in Ulcinj, Tivat, Berane, Cetinje, Budva, Mojkovac, Bijelo Polje and
other towns. Income was directed to day care centers working with children with
disabilities.
Youth Foundation (Fondacija mladih) performing with CSO Aktivna zona organized
fundraising action "Zajedno bez barijera" (Together Without Obstacles) in order
to provide financial resources for adaptations on building Prijestonica Cetinje as
to make it accessible for people with disabilities.
EXAMPLES OF MASS INDIVIDUAL GIVING
2016 Annual Report on the State of Philanthropy
8|
USE OF DONATIONS
USE OF DONATIONS
(by % of Instances)
Data for Montenegro regarding the use of
donations shows that nearly half (48.4%)
of recorded instances are directed to
one-off support (medical treatments,
supplies and humanitarian support). A
smaller percentage of 35.8% was directed
to support that may produce long-term
effects (mostly equipment and services).
The corporate sector shows a distinct
preference for giving strategically: as
many as 61.2% of their donations are
those with potential long-term effect.
Overall, Montenegro is one of the
countries with better ratio between one-
off and long-term donations, and that
ratio doesn’t fluctuate much over the
years.
2014 2015 2016USE OF DONATIONS
(by % of Instances)
Long-Term Support 37.1% 34.5% 35.8%
One-Off Support 50.6% 49.3% 48.4%
Unknown 12.3% 16.2% 15.8%
This year, Crnogorski Telekom (Telekom Montenegro AD) had several strategic
donations. Through grant program titled Za svako dobro (For good causes) they
supported six local community projects that engaged citizens in solving local issues.
Within the program, various associations were supported, such as nonprofit Ognjen
Rakočević Foundation that gathers autistic children and their families; Association of
children and youth with development issues New hope; Scout Unit Njegoš and the like.
At the same time, they also invested in education, by donating IT network system and
equipment to Electrotechnical Faculty.
EXAMPLES OF LONG-TERM SUPPORT
15.8%
Unknown
35.8%
Long-Term Support
48.4%
One-Off Support
MONTENEGRO
|9
KEY THEMES FOR GIVING
2014 2015 2016# OF INSTANCES DIRECTED
TO TOP 4 THEMES
(by % of Instances)
Healthcare 26.0% 15.5% 30.9%
Support to
Marginalized Groups
23.0% 27.0% 26.0%
Poverty Relief / Mitigation 14.6% 22.4% 12.8%
Education 13.9% 14.8% 12.0%
HEALTHCARE SUPPORT TO
MARGINALIZED
GROUPS
POVERTY
RELIEF /
MITIGATION
EDUCATION
30.9% 26.0% 12.8% 12.0%
BREAKDOWN OF OTHER THEMES (by % of Instances)
from 0 to 1%
•	 Religious
Activities
•	 Community
Development
•	 Culture and
Arts
•	 Heritage
•	 Human Rights
from 1 to 3%
•	 Public
Infrastructure
•	 Animal Welfare
•	 Sport
•	 Environment
•	 Assistance in
Emergencies
from 3 to 5%
•	 -
over 5%
•	 Seasonal Giving
2016 Annual Report on the State of Philanthropy
10|
RECIPIENT ENTITIES
2014 2015 2016# OF INSTANCES DIRECTED TO
VARIOUS TYPES OF RECIPIENT
ENTITIES (by % of Instances)
Individuals / Families 36.4% 41.9% 46.4%
Institutions 38.7% 36.6% 31.8%
Nonprofits 13.4% 14.6% 16.6%
Local / National Governments 5.0% 4.8% 4.0%
TYPE OF RECIPIENT ENTITIES
(% of Instances)
In 2016, the most frequent recipients of giving were individuals and families
(46.4%), which confirmed the trend of growth in percentage of instances directed
toward this group. Institutions have experienced a decrease, while support
to nonprofit organizations slightly increased. Local and national governments
remain on the approximately same level as in 2016.
46.4%
Individuals /
Families
4.0%
Local /
National
Governments
16.6%
Nonprofits
31.8%
Institutions
MONTENEGRO
|11
RECIPIENTS OF DONATIONS
Population from Specific
Local Communities
23.5% 25.1% 25.7%
People with Health Issues 16.6% 11.2% 22.9%
Economically Vulnerable 15.3% 23.7% 22.4%
People with Disabilities 15.0% 16.7% 12.0%
2014 2015 2016KEY FINAL BENEFICIARY GROUPS
(by % of Instances)
BREAKDOWN OF OTHER FINAL BENEFICIARY GROUPS (by % of Instances)
POPULATION FROM
SPECIFIC LOCAL
COMMUNITIES
PEOPLE WITH
HEALTH ISSUES
ECONOMICALLY
VULNERABLE
PEOPLE
WITH
DISABILITIES
25.7% 22.9% 22.4% 12.0%
from 0 to 1%
•	 Homeless
People
•	 Single Parents
•	 Unemployed
•	 Children and
Youth at Risk
•	 Ethnic Minority
Population
•	 Women and
Children
Survivors of
Violence
•	 Religious
Communities
•	 Talented
Children and
Youth
from 1 to 2%
•	 Mothers and
Babies
•	 People from
Other Countries
•	 Animals
from 2 to 5%
•	 Children
Without
Parental Care
•	 General
Population
•	 Elderly
Population
over 5%
•	 Seasonal Giving
PREPARED BY:
Aleksandra Vesić
EDITORS:
Aleksandra Vesić
Nathan Koeshall
GRAPHIC DESIGN:
Tatjana Negić Paunović
CATALYST BALKANS
Takovska 38, Belgrade
Serbia
www.givingbalkans.org
Belgrade, 2017
Given that the value of the donation in
Montenegro was reported in only 29.1% of the
instances, estimation about the total amount
donated is made by extrapolation based on the
known data. 	 	
The 2016 Annual Report on the State of Philanthropy in Montenegro
– Quick Facts is part of a broader initiative to promote and stimulate
philanthropy in the region carried out by the Catalyst Foundation.
The underlying research and this publication were created by Catalyst
Foundation (Catalyst Balkans) and with the generous support of the C.
S. Mott Foundation and Balkan Trust for Democracy (BTD).
Opinions expressed in this publication do not necessarily those of the
Balkan Trust for Democracy, the German Marshall Fund of the United
States, or its partners.
Research Conducted by:
Research Supported by:

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Annual Report on the State of Philanthropy - Montenegro 2016 - quick facts

  • 1. Quick Facts 2016 Annual Report on the State of Philanthropy MONTENEGRO During 2016, Catalyst Balkans tracked media reports on domestic individual, corporate and diaspora philanthropy in Montenegro. This brochure provides key statistics on the findings of this research. ESTIMATED TOTAL VALUE # OF RECORDED INSTANCES INCREASE FROM 2015 AVERAGE DONATION PER CITIZEN 742 4.4 7.0 € 14.7% mil.€ 33.4% Central Montenegro 28.7% Northern Montenegro 35.2% Southern Montenegro 1.5% Throughout Montenegro 1.2% Outside of Montenegro
  • 2. 2016 Annual Report on the State of Philanthropy 2| DONORS DONATIONS BY TYPE OF DONORS (% of Instances, vs. % of Recorded Sum) KEY TRENDS IN TYPES OF DONORS - 2014 TO 2016 2014 2015 2016% OF INSTANCES Mass Individual 35.8% 39.4% 48.4% Corporate Sector 23.9% 23.6% 27.8% Individuals 6.8% 11.3% 7.0% 2014 2015 2016% OF RECORDED SUM Mass Individual 6.7% 26.3% 15.3% Corporate Sector 59.9% 50.8% 27.8% Individuals 15.9% 10.7% 3.7% Individuals 7.0 3.7 9.0 28.8Mixed Donors 7.8 19.7Other Corporate Sector 27.8 32.5 48.4 15.3 0 10 20 30 40 50 Mass Individual % of Recorded Sum% of Instances
  • 3. MONTENEGRO |3 ■ In 2016 there were 742 recorded unique instances of charitable giving, which is a slight increase (10.7%) in comparison with 2015. ■ If we analyze geographic distribution of giving, we can observe significant increase of number of instances in Southern Montenegro and decrease in Northern Montenegro; this change, mostly due to couple of effective campaign for medical treatment in Southern Montenegro, resulted in relatively equal distribution of instances in all three regions. There is also slight decrease in percentage of donations given out of country and throughout Montenegro. ■ In 2016, the most active donors were citizens in mass individual giving actions (48.4%), followed by the corporate sector (27.8%) and individuals (7.0%). ■ If we look into value of donations, the picture changes: the corporate sector takes the lead with a 27.8% share in the total recorded sum; next on the list are mixed donors with share of 28.8% and then other type of donors with 19.7% share. Citizens with a share of 15.3% are on the fourth place and are followed by individual donors at 3.7%. In comparison with 2015, there is a significant increase in the share of mixed donors and other types of donors (mostly due to associations contributions). These changes come as result of several very successful campaigns for medical treatments, supported by various types of donors and greater engagement of Rotary clubs. ■ If we analyze giving by diaspora, both the percentage of instances as well as recorded value of donations increased slightly in comparison with 2015. ■ Overall, citizens (mass individual donors) continue to increase their level of activity. The presence of the corporate sector (companies and small and medium enterprises) in terms of amount seems smaller, however, they participated significantly in campaigns supported by various types of donors and engaged in Rotary club activities. As in several other countries, campaigns that attract various types of donors are on the increase. KEY POINTS
  • 4. 2016 Annual Report on the State of Philanthropy 4| CORPORATE SECTOR Profiles of the Most Common Types of Donors Nonprofits Individuals / Families Institutions 18.9%23.3%49.5% TOP 3 RECIPIENT ENTITIES Healthcare 21.8% 21.4%25.2% Education TOP 3 THEMES FOR GIVING Support to Marginalized Groups 16.5% People with Disabilities 8.7% Economically Vulnerable 50.5% Population from Specific Local Communities TOP 3 FINAL BENEFICIARY GROUPS
  • 5. MONTENEGRO |5 Podgorica Company Jugopetrol AD donated EUR 10,700 for reconstruction of the Educational Center PaMark department for education of persons with physical disabilities. As a part of the 9th anniversary mobile provider M:tel doo donated specialized vehicles to Podgorica and Nikšić local authorities, which will help public infrastructure works. Each vehicle is worth EUR 50,000. IT sector of Adriatic Marias - Porto Montenegro company donated computers and related equipment to children in Home for children without parental care Mladost in BIjela. Interesting example of giving is coming from Tivat, where Luštica Development AD donated three solar power park benches to the Tivat Municipality. The benches, which are worth EUR 5,700, accumulate solar power that can be later used for charging mobile phones, free internet, etc. The same company donated over EUR 5,800 for new doors and windows for the Tivat Sport Hall Župa. Luštica Development made number of other donations in Tivat community. EXAMPLES OF CORPORATE SECTOR DONATIONS
  • 6. 2016 Annual Report on the State of Philanthropy 6| MASS INDIVIDUAL Profiles of the Most Common Types of Donors TOP 3 RECIPIENT ENTITIES 56.0% 22.3% Individuals / Families 16.4% Nonprofits Institutions TOP 3 THEMES FOR GIVING 44.0% Healthcare 22.6% Support to Marginalized Groups 13.9% Poverty Relief / Mitigation TOP 3 FINAL BENEFICIARY GROUPS 39.0% People with Health Issues 18.1% Economically Vulnerable 13.4% People with Disabilities
  • 7. MONTENEGRO |7 In 2016 citizens in Montenegro were included in number of fundraising campaigns directed to raising funds for medical treatments and helping people in economic need. However, the year of 2016 was also marked by high number of smaller, local actions. Thus, for example, Association Adra Montenegro organized a fundraising lecture of famous motivational speaker Nick Vujačić and donated income to the City of Podgorica for construction of elevator for persons with physical disabilities at the public swimming pool. In Kotor, Šjore od mota organized action of collecting goods and food products in shopping center Kamelija in Kotor, which were distributed to community units (mesne zajednice) for elderly with low income and those living in poor economic conditions. Fundraising fairs selling products made by pupils of elementary schools were organized in Ulcinj, Tivat, Berane, Cetinje, Budva, Mojkovac, Bijelo Polje and other towns. Income was directed to day care centers working with children with disabilities. Youth Foundation (Fondacija mladih) performing with CSO Aktivna zona organized fundraising action "Zajedno bez barijera" (Together Without Obstacles) in order to provide financial resources for adaptations on building Prijestonica Cetinje as to make it accessible for people with disabilities. EXAMPLES OF MASS INDIVIDUAL GIVING
  • 8. 2016 Annual Report on the State of Philanthropy 8| USE OF DONATIONS USE OF DONATIONS (by % of Instances) Data for Montenegro regarding the use of donations shows that nearly half (48.4%) of recorded instances are directed to one-off support (medical treatments, supplies and humanitarian support). A smaller percentage of 35.8% was directed to support that may produce long-term effects (mostly equipment and services). The corporate sector shows a distinct preference for giving strategically: as many as 61.2% of their donations are those with potential long-term effect. Overall, Montenegro is one of the countries with better ratio between one- off and long-term donations, and that ratio doesn’t fluctuate much over the years. 2014 2015 2016USE OF DONATIONS (by % of Instances) Long-Term Support 37.1% 34.5% 35.8% One-Off Support 50.6% 49.3% 48.4% Unknown 12.3% 16.2% 15.8% This year, Crnogorski Telekom (Telekom Montenegro AD) had several strategic donations. Through grant program titled Za svako dobro (For good causes) they supported six local community projects that engaged citizens in solving local issues. Within the program, various associations were supported, such as nonprofit Ognjen Rakočević Foundation that gathers autistic children and their families; Association of children and youth with development issues New hope; Scout Unit Njegoš and the like. At the same time, they also invested in education, by donating IT network system and equipment to Electrotechnical Faculty. EXAMPLES OF LONG-TERM SUPPORT 15.8% Unknown 35.8% Long-Term Support 48.4% One-Off Support
  • 9. MONTENEGRO |9 KEY THEMES FOR GIVING 2014 2015 2016# OF INSTANCES DIRECTED TO TOP 4 THEMES (by % of Instances) Healthcare 26.0% 15.5% 30.9% Support to Marginalized Groups 23.0% 27.0% 26.0% Poverty Relief / Mitigation 14.6% 22.4% 12.8% Education 13.9% 14.8% 12.0% HEALTHCARE SUPPORT TO MARGINALIZED GROUPS POVERTY RELIEF / MITIGATION EDUCATION 30.9% 26.0% 12.8% 12.0% BREAKDOWN OF OTHER THEMES (by % of Instances) from 0 to 1% • Religious Activities • Community Development • Culture and Arts • Heritage • Human Rights from 1 to 3% • Public Infrastructure • Animal Welfare • Sport • Environment • Assistance in Emergencies from 3 to 5% • - over 5% • Seasonal Giving
  • 10. 2016 Annual Report on the State of Philanthropy 10| RECIPIENT ENTITIES 2014 2015 2016# OF INSTANCES DIRECTED TO VARIOUS TYPES OF RECIPIENT ENTITIES (by % of Instances) Individuals / Families 36.4% 41.9% 46.4% Institutions 38.7% 36.6% 31.8% Nonprofits 13.4% 14.6% 16.6% Local / National Governments 5.0% 4.8% 4.0% TYPE OF RECIPIENT ENTITIES (% of Instances) In 2016, the most frequent recipients of giving were individuals and families (46.4%), which confirmed the trend of growth in percentage of instances directed toward this group. Institutions have experienced a decrease, while support to nonprofit organizations slightly increased. Local and national governments remain on the approximately same level as in 2016. 46.4% Individuals / Families 4.0% Local / National Governments 16.6% Nonprofits 31.8% Institutions
  • 11. MONTENEGRO |11 RECIPIENTS OF DONATIONS Population from Specific Local Communities 23.5% 25.1% 25.7% People with Health Issues 16.6% 11.2% 22.9% Economically Vulnerable 15.3% 23.7% 22.4% People with Disabilities 15.0% 16.7% 12.0% 2014 2015 2016KEY FINAL BENEFICIARY GROUPS (by % of Instances) BREAKDOWN OF OTHER FINAL BENEFICIARY GROUPS (by % of Instances) POPULATION FROM SPECIFIC LOCAL COMMUNITIES PEOPLE WITH HEALTH ISSUES ECONOMICALLY VULNERABLE PEOPLE WITH DISABILITIES 25.7% 22.9% 22.4% 12.0% from 0 to 1% • Homeless People • Single Parents • Unemployed • Children and Youth at Risk • Ethnic Minority Population • Women and Children Survivors of Violence • Religious Communities • Talented Children and Youth from 1 to 2% • Mothers and Babies • People from Other Countries • Animals from 2 to 5% • Children Without Parental Care • General Population • Elderly Population over 5% • Seasonal Giving
  • 12. PREPARED BY: Aleksandra Vesić EDITORS: Aleksandra Vesić Nathan Koeshall GRAPHIC DESIGN: Tatjana Negić Paunović CATALYST BALKANS Takovska 38, Belgrade Serbia www.givingbalkans.org Belgrade, 2017 Given that the value of the donation in Montenegro was reported in only 29.1% of the instances, estimation about the total amount donated is made by extrapolation based on the known data. The 2016 Annual Report on the State of Philanthropy in Montenegro – Quick Facts is part of a broader initiative to promote and stimulate philanthropy in the region carried out by the Catalyst Foundation. The underlying research and this publication were created by Catalyst Foundation (Catalyst Balkans) and with the generous support of the C. S. Mott Foundation and Balkan Trust for Democracy (BTD). Opinions expressed in this publication do not necessarily those of the Balkan Trust for Democracy, the German Marshall Fund of the United States, or its partners. Research Conducted by: Research Supported by: