Philanthropic Behavior
of Orthodox Households
Jacob B. Ukeles
EXECUTIVE SUMMARY
The focus of this conference is on the ethics of Orthodox philanthropy,
and this paper focuses on the philanthropic behavior of Orthodox
Jews, using the best available data. Unfortunately the data to probe
deeply into the behavior of Orthodox Jews simply do not exist. For
example, there is no information that breaks down Orthodox giving
into giving to Orthodox and to non-Orthodox causes. But even the
less detailed data that are the basis of this paper suggest that Orthodox
Jews act ethically in their tzedakah. They respond to a vision of shared
humanity, the vision of Tzelem Elokim, by giving tzedakah to non-
Jewish causes. They respond to the ideal of Klal Yisrael even in a highly
imperfect form by giving to UJA-Federation, and they respond to
specific needs that are meaningful to them, reserving their greatest
tzedakah for specific Jewish causes, including, but not limited to,
INTRODUCTION
The purpose of this paper is to begin the process of creating a profile
of the philanthropic behavior of Orthodox Jews today—disentangling
fact from anecdote, reality from fiction. The focus of this paper is on
Orthodox Jews in the New York area. This choice of focus does not reflect
a New York–centric view of the United States. Rather, it is because the
2002 comprehensive survey of New York’s Jewish population includes
by far the largest statistically valid sample of Orthodox Jews of any
community in the United States.1 The Orthodox community in the
New York area includes more than half of the Orthodox Jews in the
United States.2 This paper begins the exploration of two questions:
CONCEPTUAL FRAMEWORK
Social and religious identity categories of people are, by definition,
artificial constructs. “Jewish” and “Orthodox” are subject to multiple
definitions and interpretations. To the extent possible, Jewish
population survey research relies on self-definition, which does
remove a certain amount of arbitrariness, but is no guarantee of clarity
or certainty. Increasingly, identity is fluid and dynamic. In response to
the question “Do you consider yourself Jewish?” simple answers like
Definitions
Jewish persons are either adults (age 18+) who consider themselves
Jewish or children being raised as Jews.
Jewish households are households that include one or more Jewish
adults at least 18 years old. These households may also include non-
Jewish adults and/or children who are not being raised as Jews.
Orthodox households are households with a respondent who self-
identifies as “Orthodox.” These households are among the ones that
have previously indicated that their religion is Judaism.
More did not identify with any religious movement (25% vs. 13%).
This increase was generated in large measure by the increase in the
number of immigrant Jews from the former Soviet Union, most of
whom do not identify with a denomination.
more likely to give to a Jewish charity than Orthodox Jews (88% vs.
85%) [not shown in Exhibit 8].
If one also takes into account income, the differences are even
more striking, especially since Orthodox incomes are somewhat
lower than non-Orthodox incomes. Only 5 to 10 percent of non-
Orthodox respondents with incomes under $100,000 a year reported
contributions to Jewish charity totaling $1,000 or more per year,
compared with 35 percent of Orthodox respondents with incomes
under $100,000 who contributed $1,000 or more to charity.
Exhibit 10. Giving to Jewish Causes, Under and Over $1,000 for
Households Earning Less Than $100,000 a Year, by Denomination,
New York, 2002
Nondenominational/
Orthodox Conservative Reform
Secular
Contributes
65% 91% 90% 95%
$1,000 or less
Contributes more
35% 9% 10% 5%
than $1,000
TOTAL 100% 100% 100% 100%
Exhibit 11. Giving to Jewish Causes, Under and Over $1,000 for
Households Earning $100,000 a Year or More, by Denomination, New
York, 2002
Incomes over Nondenominational/
Orthodox Conservative Reform
$100,0000 Secular
Contributes
25% 57% 62% 74%
$1,000 or less
Contributes
75% 44% 38% 26%
more than $1,000
Giving to UJA-Federation
About the same proportion of Orthodox Jewish households (31%)
and Non-Orthodox Jewish households in New York (27%) reported a
contribution to UJA-Federation.
Planned Giving
In addition to information about current giving, it is also interesting to
examine information about planned giving behavior, specifically wills
or estate-planning documents.
About two-thirds of Orthodox Jews and half of non-Orthodox
Jews in the New York area did not have a will (Exhibit 16). Most of
those who did have a will, Orthodox and non-Orthodox, did not make
any provision for any charity. Of those who did make a provision for
charity, virtually all Orthodox and two-thirds of non-Orthodox made
a provision for Jewish charity.
Nondenominational/
Orthodox Conservative Reform Secular
Very
86% 65% 61% 72%
Important
Somewhat
14% 29% 31% 23%
Important
Not
1% 6% 8% 5%
Important
TOTAL 100% 100% 100% 100%
Combating Anti-Semitism
On a third possible reason for giving, Orthodox households were
indistinguishable from other Jewish households: “Combating Anti-
Semitism” was stated as a very important reason for charitable giving
by 72 percent of respondents; Orthodox respondents were slightly less
likely to cite anti-Semitism as a very important reason to give than
other groups.
Non-Jewish
61% 35% 59%
Charity
No Non-
39% 65% 41%
Jewish Charity
TOTAL 100% 100% 100%
between this value and the percentage who gave to non-Jewish causes
and to UJA-Federation, and a modest relationship to giving to other
Jewish causes (Exhibits 29, 30, and 31). In all three cases, those who
believed that “making the world a better place” was very important
were likely to give more.4
SUMMARY
Nine out of ten Jews in the New York area, Orthodox and non-
Orthodox, give to charity.
Three out of five Orthodox Jewish households contribute to non-
Jewish causes—slightly less than non-Orthodox Jewish households.
Orthodox households are much more likely to give to Jewish causes
than non-Orthodox households.
Jewish households with no denomination or who are secular—
i.e., consider themselves Jewish but have no religion—are less than
half as likely to give any Jewish charity as Orthodox Jews. Conservative
Jews are almost as likely to give to Jewish causes as Orthodox Jews,
Conservative Jews who belong to a congregation are slightly more
likely to give to a Jewish charity than Orthodox Jews.
Whereas nearly half of Orthodox households give $1,000 or
more to Jewish charity per year, only about a fifth of Conservative or
Reform households and only about a tenth of nondenominational or
secular Jewish households give to Jewish charity at this level.
One-third of Orthodox respondents with incomes under
$100,000 contribute $1,000 or more to Jewish charity; very few
non-Orthodox respondents with incomes under $100,000 a year
report contributions at the $1,000 level. Three out of four Orthodox
households with incomes of over $100,000 give at least $1,000 a year
to Jewish charity; less than half of non-Orthodox Jews with similar
incomes do so.
About the same proportion of Orthodox Jewish households
and non-Orthodox Jewish households report a contribution to UJA-
Federation. Of those who do give to UJA-Federation, Conservative and
Reform Jews are more likely to give larger gifts ($1,000 or more) than
Orthodox households.
More than three-quarters of Orthodox Jews and non-Orthodox
Jews in the New York area who are over 40 and have incomes of $100,000
or more have a will. But like their younger and poorer counterparts,
most of those who have a will, Orthodox and non-Orthodox, do
not make a provision for any charity. Among the minority who do
recognize a charity in their will, virtually all Orthodox respondents
include at least one Jewish charity in their wills, while only half of the
non-Orthodox respondents with a will and with provision for charity
include a Jewish cause in their wills.
More than half of all respondents indicate that the Jewish value
of tzedakah is very important as a reason in their decision to contribute
to a Jewish organization. But whereas tzedakah is an important
consideration to nine out of ten Orthodox respondents, it is important
to two out of three of the Conservative and nondenominational/
secular Jews and three out of five Reform Jews.
Similarly, most respondents cite “the responsibility that Jews
have to take care of needy Jews throughout the world” as an important
reason in their decision to contribute to a Jewish organization. But
respondents in Orthodox households were much more like to answer
“very important” than other respondents.
Data from virtually all Jewish communities across America
suggest that younger people are more likely to give to non-Jewish
causes than older people. In the New York Orthodox community, the
opposite is true. Orthodox respondents under the age of 40 are a little
less likely to report a gift to a non-Jewish cause than those 40 and over.
On the other hand, giving to Jewish causes (other than
UJA-Federation) is somewhat higher among younger Orthodox
respondents. Nine out of ten of those 18 to 39 report a gift to a Jewish
cause (non-UJA), compared with eight out of ten of those 60 and over.
The most dramatic differences among age groups relates to giving
to UJA-Federation. Among Orthodox households with respondents 60
and over, four out ten give to UJA-Federation, compared with only two
out of ten of those under 40. Lower levels of giving to UJA-Federation
among younger households hold true for all denominations, and the
gap between older and younger respondents is greatest among Reform
households.
More than nine out of ten Orthodox households regard the
survival of the State of Israel as very important. The minority of
Orthodox households which regard the survival of the State of Israel
as only somewhat important or not important are less likely to give
to non-Jewish charity and are as likely to give to Jewish causes (other
CONCLUSION
Hopefully these data, and even more useful data that should be
collected and analyzed in the future, will help us to know ourselves
in greater depth and with greater clarity—which is a prerequisite for
building a better, more caring, and more engaged community.
NOTES
1. Jacob B. Ukeles and Ron Miller, The Jewish Community Study of New York: 2002
(UJA-Federation of New York, 2004).
2. The New York Study estimates 378,000 Orthodox Jews; the 2001 NJPS estimates
529,000 Orthodox Jews in the United States. If the NJPS is correct, the New
York area includes 71 percent of the Orthodox Jews in the United States. If the
NJPS underestimates Jews, as many suspect, and/or if the NJPS underestimates
Orthodox Jews, as the author suspects, the New York percentage will be lower, but
it is certainly at least 50 percent of the national total.