Two questions about the money EA Funds has processed for specific organizations rather than the Funds themselves (and thanks for sharing data on this type of giving via the new dashboard!):
1. How much of the money raised for organizations is “incremental” in the sense that giving through EA Funds allowed donors to claim tax deductions that they otherwise wouldn’t be able to get? As an example, I wouldn’t consider gifts to AMF through EA Funds to be incremental since US and UK donors could already claim tax deductions by giving directly to AMF. But I would call donations to ACE through EA Funds by UK donors incremental, since these gifts wouldn’t be tax deductible if it weren’t for EA Funds. (I recognize giving through EA Funds might have other benefits besides incremental tax deductibility, such as the ability to give to multiple organizations at once.)
2. How does donor stewardship work for gifts made directly to organizations? Do the organizations receive information about the donors and manage the relationships themselves, or does CEA handle the donor stewardship?
1. I don’t have an exact figure, but a quick look at the data suggests we’ve moved close to $2m to US-based charities that don’t have a UK presence from donors in the UK (~$600k in 2019). My guess is that the amount going in the other direction (US → UK) is substantially smaller than that, if only because the majority of the orgs we support are US-based. (There’s also some slippage here, e.g. UK donors giving to GiveWell’s current recommendation could donate to AMF/Malaria ConsortiumSCI etc.)
2. Due to privacy regulations (most notably GDPR) we can’t, by default, hand over any personally identifying information to our partner charities. We ask donors for permission to pass their details onto the recipient charities, and in these cases stewardship is handled directly by the orgs themselves. CEA doesn’t do much in terms of stewardship specific to each partner org (e.g. we don’t send AMF donors an update on what AMF has been up to recently), but we do send out email newsletters with updates about how money from EA Funds has been spent.
2. Ah, that makes sense re: privacy issues. However, I’m a bit confused by this: “we do send out email newsletters with updates about how money from EA Funds has been spent.” Is this something new? I’ve given to EA Funds and organizations through the Funds platform for quite some time, and the only non-receipt email I’ve ever gotten from EA Funds was a message in late December soliciting donations and sharing the OP. To be clear, I’d love to see more updates and solicitations for donors (and not just during giving season), as I believe not asking past donors to renew their giving is likely leaving money on the table.
Two questions about the money EA Funds has processed for specific organizations rather than the Funds themselves (and thanks for sharing data on this type of giving via the new dashboard!):
1. How much of the money raised for organizations is “incremental” in the sense that giving through EA Funds allowed donors to claim tax deductions that they otherwise wouldn’t be able to get? As an example, I wouldn’t consider gifts to AMF through EA Funds to be incremental since US and UK donors could already claim tax deductions by giving directly to AMF. But I would call donations to ACE through EA Funds by UK donors incremental, since these gifts wouldn’t be tax deductible if it weren’t for EA Funds. (I recognize giving through EA Funds might have other benefits besides incremental tax deductibility, such as the ability to give to multiple organizations at once.)
2. How does donor stewardship work for gifts made directly to organizations? Do the organizations receive information about the donors and manage the relationships themselves, or does CEA handle the donor stewardship?
1. I don’t have an exact figure, but a quick look at the data suggests we’ve moved close to $2m to US-based charities that don’t have a UK presence from donors in the UK (~$600k in 2019). My guess is that the amount going in the other direction (US → UK) is substantially smaller than that, if only because the majority of the orgs we support are US-based. (There’s also some slippage here, e.g. UK donors giving to GiveWell’s current recommendation could donate to AMF/Malaria ConsortiumSCI etc.)
2. Due to privacy regulations (most notably GDPR) we can’t, by default, hand over any personally identifying information to our partner charities. We ask donors for permission to pass their details onto the recipient charities, and in these cases stewardship is handled directly by the orgs themselves. CEA doesn’t do much in terms of stewardship specific to each partner org (e.g. we don’t send AMF donors an update on what AMF has been up to recently), but we do send out email newsletters with updates about how money from EA Funds has been spent.
1. Thanks for sharing this data!
2. Ah, that makes sense re: privacy issues. However, I’m a bit confused by this: “we do send out email newsletters with updates about how money from EA Funds has been spent.” Is this something new? I’ve given to EA Funds and organizations through the Funds platform for quite some time, and the only non-receipt email I’ve ever gotten from EA Funds was a message in late December soliciting donations and sharing the OP. To be clear, I’d love to see more updates and solicitations for donors (and not just during giving season), as I believe not asking past donors to renew their giving is likely leaving money on the table.