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Female futures of philanthropy
– what can be learned from
current donor trends?

            Cathy Pharoah,
            Co-Director, ESRC CGAP
Women as donors
Patterns of giving (UK)
women significantly more likely than men to give to charities
holds after controlling for age and income
holds for single people, and for those married/ co-habiting (Piper/ Schnepf, 2008)


women give in lifetime to more causes – higher % in almost all causes
for example, 7% of women give to more than 5 causes, but just 5% of men
(for most causes women are also more likely to leave a charitable bequest than
men)



                                                        www.shaw-trust.org.uk
Comparison of features of giving
Participation levels
women = 61% men = 52% (NCVO/CAF UK Giving 2010)

Amounts
many surveys find that the average amount given is higher among men

this has been challenged in some research:

  giving by single women is higher than that of single men upto the top 10% of
   donors by gift value , when men’s giving becomes higher (Piper et al)
  giving by married/co-habiting women is higher upto the top 25%

  both women and men gave average £31 per month (NCVO/CAF UK Giving 2010)

effect of marital status on causes – married men and women show same support
for religious organisations, single women twice as likely as single men to support
                                                         www.shaw-trust.org.uk
Gender trends in household participation (CGAP/CMPO New State of Donation 2011

                                                   one-man household          one-woman household
                                     30
                                     25
           proportion donating (%)

                                     20
                                     15
                                     10
                                     5
                                     0




                                          1978   1983     1988         1993   1998       2003       2008
                                                                       year
                                                                                     www.shaw-trust.org.uk
Trends in generosity of male/female donor households

                                                    one-man household          one-woman household
                                     3
                                     2.5
       donations, % of expenditure

                                     2
                                     1.5
                                     1
                                     .5
                                     0




                                           1978   1983     1988         1993   1998      2003        2008
                                                                        year      www.shaw-trust.org.uk
Trends in generosity by age and gender

                                           1 man, 21-40     1 man, 41-60            1 man, 61+
                                           1 woman, 21-40   1 woman, 41-60          1 woman,61+
          1 1.5 2 2.5 3 3.5
      donations, % of expenditure
     .5               0




                                    1978   1983      1988   1993     1998         2003        2008
                                                            year             www.shaw-trust.org.uk
Women as influencers?
Sunday Times Rich List Giving Index 2011: out of 50 entrants, 11 female mentions:
Vivien Duffield (father’s wealth)

Jamie Cooper-Hohn, Helen Hamlyn,Julie Heselden, Lily Safra, Diana Ballinger, Moira Hodge
(husband’s wealth)
David and Heather Stevens, Olivia and Dhani Harrison, David and Elaine Potter (though
Elaine not mentioned)
J K Rowling

Joint decision-making
Several studies show joint giving decisions – Andreoni (2003), Burgoyne et al

63% of high net worth couples discuss together, and 41% take joint decision ( Bank of
America/ Merryl Lynch/Indiana, 2010
                                                               www.shaw-trust.org.uk
Benevolent
What gets the                             Community devt/
                                           regeneration
                                                                    Elderly

biggest slices of                                                     Youth/ leisure
                                                                         Service/ex-service
giving* cake?                                                                 Educ'n/professional
                                                                                 Health Inf/ Research
                                                                                       Chest and Heart
                                             International
                                                                                          Arts and culture
                                                                                            General soc welfare
                      Cancer
                                                                                            Env't/ Conservation

                       Religious (welfare)                                                 Children

                                 Animal welfare                                           Disability, deaf,
                                                                                       blind, mental health
                                                 Religious
                                              (International)                 Religious (mission)
                                                                    Hospices/ hospitals




*Includes individual, corporate, private trust and legacy giving
                                                                                       www.shaw-trust.org.uk
Source: Pharoah, Charity Market Monitor 2011, CaritasData (forthcoming July 2011)
Hospitals   Religious (welfare)     Religious(mission)     Elderly
                              1%               2%                      2%               2%
     Arts and culture
            1%                                                                      Service/ex-service
     Deaf                                                                                    2%
      1%                                                                            Other
                                                                                     3%
     Cancer                                                                         Disability
      17%                                                                              3%
                                                                                    Chest and Heart
                                                                                           4%
     Animal welfare
         16%
                                                                                    Religious(Intern'l)
                                                                                            4%
      Env't/Conservation
                                                                                    Children
              8%
                                                                                      5%
                                                                                         Health
                  General welfare        International       Hospices   Blind
                                                                                     Info&Research
                       8%                     6%                6%       6%
                                                                                           5%
 £1.4 billion (70%)
Charitable Legacies
                                 Other = youth, education, mental health, benevolent
                                                             www.shaw-trust.org.uk
Women as bequesters - distribution of bequests by sex, marital
status, and beneficiary                                                                                                    % of value



                               Married        Wid/Div        Single (1)           Total      Married   Wid/Div   Single (1)    Total

Spouse                                79                -                 -             42       69          -             -      16

Children                              14             77                  3              33       21        65              -      45

Grandchildren                           1              6                  -              3        3          4             1       3

Other relatives                         1              7               56               11        2        11             63      17
Strangers in
blood                                   0              4               16                4        1        11             15       9

Charities etc. (2)                      4              6               25                8        4          8            21       9



Value £m                          9,522         5,989             2,699 18,209                4,805    12,541       3,217 20,562
                                                                                                  www.shaw-trust.org.uk
  Source: Table 12.9, HMRC, Oct 2004: (1)Small numbers mean high margin of error
  (2) Includes discretionary trusts to sports clubs/ political parties/ miscellaneous
Cause                                     % of Small estates <£40k                         % of Large estates >£0.5m
Animal                                   24                       26                      18                       29
Worship                                  17                       24                      30                       32
Phys disability                          12                       13                      16                       22
Hospice/hospital                         23                       22                      23                       30
Religious                                 5                       8                        9                       9
Child welfare                             7                       8                       12                       13
Rescue services                          10                       8                       13                       17
Medic research                           14                       15                      17                       21
Nursing Care                             15                       15                      26                       30
Overseas aid                              6                       6                       12                       13
Cancer                                   22                       21                      21                       24
Elderly                                   5                       6                       12                       11
Environment                               3                       2                        7                       8
Arts/culture                              4                       3                       12                       13
Education                                 3                       1                       11                       7
Social care                               6                       3                       11                       9
                                                                                           www.shaw-trust.org.uk
Source: Atkinson, Backus, Micklewright (2009) Charitable bequests and wealth at death in Great Britain, S3RI Applications & Policy
Working Papers, A09/03)
A motivational perspective on gender variation
Christopher Einolf (Gender differences in the correlates of volunteering and charitable giving, 2010)
considerable variation in results on extent of gender differences between studies,
but actual differences in levels of institutional giving and volunteering are quite small
why? although women score higher than men on most measures that predict
helping behaviours, does higher access to social capital by men compensate for this?
research finds that men have only a slight advantage in giving and volunteering
through their resources and social capital, whereas women have large advantage in
pro-social motivation
men’s higher social capital appeared to be strongly related to high levels of
volunteering, and of donating in the secular context, but was not true for religious
giving
will the picture change in future as women’s access to social capital changes?
no evidence: there was just as large a difference between in pro-social motivation
                                                         www.shaw-trust.org.uk
between youngest men and women, as between oldest men and women.
Issues arising from profile of women donors
Complex picture
reflects social roles (wife, parent, in labour market, social capital etc)
but opportunities – use of others’ wealth, use of own wealth
Wider distribution of smaller gifts – both legacies, and lifetime giving
redistribution, equality?
impact on effectiveness?
High donor preference for animal welfare and religious causes
social justice?
effect of changing demographics?
Importance of marital status
inevitable?
                                                            www.shaw-trust.org.uk
appropriate/ problematic?

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Female futures of philanthropy - what can be learned from current donor trends?

  • 1. Female futures of philanthropy – what can be learned from current donor trends? Cathy Pharoah, Co-Director, ESRC CGAP
  • 2. Women as donors Patterns of giving (UK) women significantly more likely than men to give to charities holds after controlling for age and income holds for single people, and for those married/ co-habiting (Piper/ Schnepf, 2008) women give in lifetime to more causes – higher % in almost all causes for example, 7% of women give to more than 5 causes, but just 5% of men (for most causes women are also more likely to leave a charitable bequest than men) www.shaw-trust.org.uk
  • 3. Comparison of features of giving Participation levels women = 61% men = 52% (NCVO/CAF UK Giving 2010) Amounts many surveys find that the average amount given is higher among men this has been challenged in some research:  giving by single women is higher than that of single men upto the top 10% of donors by gift value , when men’s giving becomes higher (Piper et al)  giving by married/co-habiting women is higher upto the top 25%  both women and men gave average £31 per month (NCVO/CAF UK Giving 2010) effect of marital status on causes – married men and women show same support for religious organisations, single women twice as likely as single men to support www.shaw-trust.org.uk
  • 4. Gender trends in household participation (CGAP/CMPO New State of Donation 2011 one-man household one-woman household 30 25 proportion donating (%) 20 15 10 5 0 1978 1983 1988 1993 1998 2003 2008 year www.shaw-trust.org.uk
  • 5. Trends in generosity of male/female donor households one-man household one-woman household 3 2.5 donations, % of expenditure 2 1.5 1 .5 0 1978 1983 1988 1993 1998 2003 2008 year www.shaw-trust.org.uk
  • 6. Trends in generosity by age and gender 1 man, 21-40 1 man, 41-60 1 man, 61+ 1 woman, 21-40 1 woman, 41-60 1 woman,61+ 1 1.5 2 2.5 3 3.5 donations, % of expenditure .5 0 1978 1983 1988 1993 1998 2003 2008 year www.shaw-trust.org.uk
  • 7. Women as influencers? Sunday Times Rich List Giving Index 2011: out of 50 entrants, 11 female mentions: Vivien Duffield (father’s wealth) Jamie Cooper-Hohn, Helen Hamlyn,Julie Heselden, Lily Safra, Diana Ballinger, Moira Hodge (husband’s wealth) David and Heather Stevens, Olivia and Dhani Harrison, David and Elaine Potter (though Elaine not mentioned) J K Rowling Joint decision-making Several studies show joint giving decisions – Andreoni (2003), Burgoyne et al 63% of high net worth couples discuss together, and 41% take joint decision ( Bank of America/ Merryl Lynch/Indiana, 2010 www.shaw-trust.org.uk
  • 8. Benevolent What gets the Community devt/ regeneration Elderly biggest slices of Youth/ leisure Service/ex-service giving* cake? Educ'n/professional Health Inf/ Research Chest and Heart International Arts and culture General soc welfare Cancer Env't/ Conservation Religious (welfare) Children Animal welfare Disability, deaf, blind, mental health Religious (International) Religious (mission) Hospices/ hospitals *Includes individual, corporate, private trust and legacy giving www.shaw-trust.org.uk Source: Pharoah, Charity Market Monitor 2011, CaritasData (forthcoming July 2011)
  • 9. Hospitals Religious (welfare) Religious(mission) Elderly 1% 2% 2% 2% Arts and culture 1% Service/ex-service Deaf 2% 1% Other 3% Cancer Disability 17% 3% Chest and Heart 4% Animal welfare 16% Religious(Intern'l) 4% Env't/Conservation Children 8% 5% Health General welfare International Hospices Blind Info&Research 8% 6% 6% 6% 5% £1.4 billion (70%) Charitable Legacies Other = youth, education, mental health, benevolent www.shaw-trust.org.uk
  • 10. Women as bequesters - distribution of bequests by sex, marital status, and beneficiary % of value Married Wid/Div Single (1) Total Married Wid/Div Single (1) Total Spouse 79 - - 42 69 - - 16 Children 14 77 3 33 21 65 - 45 Grandchildren 1 6 - 3 3 4 1 3 Other relatives 1 7 56 11 2 11 63 17 Strangers in blood 0 4 16 4 1 11 15 9 Charities etc. (2) 4 6 25 8 4 8 21 9 Value £m 9,522 5,989 2,699 18,209 4,805 12,541 3,217 20,562 www.shaw-trust.org.uk Source: Table 12.9, HMRC, Oct 2004: (1)Small numbers mean high margin of error (2) Includes discretionary trusts to sports clubs/ political parties/ miscellaneous
  • 11. Cause % of Small estates <£40k % of Large estates >£0.5m Animal 24 26 18 29 Worship 17 24 30 32 Phys disability 12 13 16 22 Hospice/hospital 23 22 23 30 Religious 5 8 9 9 Child welfare 7 8 12 13 Rescue services 10 8 13 17 Medic research 14 15 17 21 Nursing Care 15 15 26 30 Overseas aid 6 6 12 13 Cancer 22 21 21 24 Elderly 5 6 12 11 Environment 3 2 7 8 Arts/culture 4 3 12 13 Education 3 1 11 7 Social care 6 3 11 9 www.shaw-trust.org.uk Source: Atkinson, Backus, Micklewright (2009) Charitable bequests and wealth at death in Great Britain, S3RI Applications & Policy Working Papers, A09/03)
  • 12. A motivational perspective on gender variation Christopher Einolf (Gender differences in the correlates of volunteering and charitable giving, 2010) considerable variation in results on extent of gender differences between studies, but actual differences in levels of institutional giving and volunteering are quite small why? although women score higher than men on most measures that predict helping behaviours, does higher access to social capital by men compensate for this? research finds that men have only a slight advantage in giving and volunteering through their resources and social capital, whereas women have large advantage in pro-social motivation men’s higher social capital appeared to be strongly related to high levels of volunteering, and of donating in the secular context, but was not true for religious giving will the picture change in future as women’s access to social capital changes? no evidence: there was just as large a difference between in pro-social motivation www.shaw-trust.org.uk between youngest men and women, as between oldest men and women.
  • 13. Issues arising from profile of women donors Complex picture reflects social roles (wife, parent, in labour market, social capital etc) but opportunities – use of others’ wealth, use of own wealth Wider distribution of smaller gifts – both legacies, and lifetime giving redistribution, equality? impact on effectiveness? High donor preference for animal welfare and religious causes social justice? effect of changing demographics? Importance of marital status inevitable? www.shaw-trust.org.uk appropriate/ problematic?