# The ‘Ask’ is key to Affluent Giving

- Link: https://fundraising.co.uk/2004/03/18/ask-key-affluent-giving/
- Published: 2004-03-18T10:07:40+00:00
- Author: Howard Lake

Research published today by The Giving Campaign, gives new insight into how the 
affluent decide how much to give to charity, and gives some tips on how charities
can target affluent donors more effectively.

The research, commissioned from NOPWorld Financial, identified a number of key factors
that influence how much the affluent give:

1. The ‘ask’ from the charity is crucial. Respondents assumed that if they were 
asked for £3 a month, for example, that was how much the charity needed.

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2. Donors seek reassurance that the donation will ‘make a difference’ and that the
charity will spend it wisely and on the cause rather than administration.

3. The affluent do not feel as wealthy as perhaps others would perceive them. External
pressures such as education costs and pensions contribute to the concept of ‘felt’
poverty that many respondents had.

4. Charitable giving comes out of the ‘end of the month ‘ pot of money, after nearly
all other expenditure has been considered, the same pot that is used for spending
on going out and treats.

The report goes on to suggest that charities need to be more targeted in their approach
to the affluent, particularly in terms of the charitable ‘ask’. Many charities have
high value donor initiatives, but the report identifies the need for more work to
be done in building relationships with the mass affluent as well as the very wealthy.
The research also identified tax-effective giving schemes such as the CAF account
and Payroll Giving as good vehicles for increasing giving by the affluent.

Reacting to the report, Amanda Delew, Director of The Giving Campaign, said:

‘From a fundraiser’s perspective, the findings of the report are fascinating. The
richest 20% of the population currently give just 0.7% of their household expenditure
to charity, which compares very unfavourably with the less well-off. These findings
could have real implications for how charities target this potentially lucrative
demographic group.’

The report was published on the day of a debate, ‘A Wealth of Opportunity – persuading
the better-off to give more’, where a panel of speakers, including Dame Stephanie
Shirley and Lord Phillips of Sudbury, discussed charitable giving by the wealthy
in the UK, and considered strategies for encouraging them to give more.

To get a free copy of the summary research, visit www.givingcampaign.org.uk, call
020 7930 3154 or email ad***@****************rg.uk.

ENDS

Media Enquiries

Lucinda Gould 020 7930 2629

pe************@****************rg.uk

07815 056637

Notes to editors

• The Giving Campaign has been established to encourage a culture of giving and 
to increase the amount of money given to UK charities. The Campaign has Government
and voluntary sector support for its aim to increase charitable giving in the UK.

• The research method employed a two-phase programme of qualitative research. Face-
to-face in-depth interviews with donors and lapsed donors comprised the initial 
stage. The second phase consisted of mini-groups convened with respondents already
interviewed and team talks with charity fundraising teams. Phase 1 was conducted
between October-November 2003 and phase 2 in January 2004. The recruitment of donors
and lapsed donors was undertaken by NOPWorld Financial and Total Research Services
in four geographical locations. In this way recruiters worked with a questionnaire
based on the criteria outlined below to find individuals or couples who met the 
specifications of the donors (or lapsed donors) we were looking to talk to. Interviews
and mini-groups were conducted by members of the project team from NOPWorld Financial.
The Giving Campaign recruited charity fundraising teams for phase 2 of the research.

• A total of 28 face-to-face depth interviews were conducted with the ‘mass affluent’
who were currently (or had until the last few years been) donating financially to
charitable causes. This equated to a total of 48 respondents being involved in interviews
as, where possible and appropriate, some interviews were conducted with couples 
rather than a single subject. For the purpose of this research ‘mass affluent’ was
defined as those people paying higher rate tax and givers were recruited on this
basis. Where couples were interviewed at least one partner was a higher rate taxpayer
and the joint income was at least £60K. No upper limit on income was imposed and
across the sample a range of incomes (joint where applicable) was featured including
non-earned income.

| [7 – A Wealth of Opportunity.pdf](https://www.fundraising.co.uk/files/7 - A Wealth of Opportunity.pdf) | 260.2 KB |

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