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Engaging in Giving Back: Professional, Rewarding, and Fun!

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Young professionals are an incredible, untapped resource for organizations. Giving back can be fun as well as help support your professional growth. Learn about various opportunities for charitable …

Young professionals are an incredible, untapped resource for organizations. Giving back can be fun as well as help support your professional growth. Learn about various opportunities for charitable engagement from volunteer opportunities to board leadership to philanthropy. Join in this session to identify the options for you by learning what questions to ask and how to select the ideal fit for your time, skills, and interests.

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  • 1. ENGAGING IN GIVING BACK: PROFESSIONAL, REWARDING, & FUN! Emily Davis, MNM, CGT Emily Davis Consulting October 2013
  • 2. TURN ON YOUR TECH Follow the conversation… @edaconsulting #nextgendonors #socialmedia #fundraising #philanthropy #nonprofit @edaconsulting emilydavisconsulting.com
  • 3. 30 Second Challenge –  –  –  –  @edaconsul+ng   Name Organization Question or comment Parking lot emilydavisconsulting.com
  • 4. @edaconsul+ng   emilydavisconsulting.com
  • 5. WHAT’S ON DECK ü Defining the sectors ü Donating time and expertise ü Navigating offices ü Networking tips ü Donating money ü Creating a plan ü Resources @edaconsulting emilydavisconsulting.com
  • 6. QUICK POLL How many of you… q  Are a staff member at a nonprofit? q  Donate money to a nonprofit? q  Volunteer for a nonprofit? q  Serve on a committee for a nonprofit? q  Serve on a board of a nonprofit? @edaconsulting emilydavisconsulting.com
  • 7. WHAT ARE THE SECTORS? Private (For-profit) • Corporations • Small Business • Social Entrepreneurs Not-for-profit • 501c3 • 501c4 • 501c6 @edaconsulting Public (Gov’t) • Local • State • Federal emilydavisconsulting.com
  • 8. DONATION OF TIME, EXPERTISE Unskilled volunteerism Skilled volunteerism Committees Board Service @edaconsulting emilydavisconsulting.com
  • 9. “UNSKILLED” VOLUNTEER OPPS Community service projects One time projects No previous training needed Volunteer banks, community groups •  Hands On Network •  Entry point for engagement •  •  •  •  @edaconsulting emilydavisconsulting.com
  • 10. “SKILLED” VOLUNTEER OPPS •  Specific knowledge –  –  –  –  –  •  Internship Training Project management IT support Planning Might be considered pro bono –  Legal –  Technology –  Consulting •  •  •  Great for developing & practicing skills Expand knowledge Entry point for engagement @edaconsulting emilydavisconsulting.com
  • 11. NAVIGATING THE OFFICE •  Under promise & over deliver •  Stay ahead of deadlines, on top of your work •  Make org’s priorities yours •  Never be late, always be early •  Keep it clean •  Provide solutions, not complaints •  Know (and play) office politics •  Review your job and responsibilities regularly @edaconsulting emilydavisconsulting.com
  • 12. COMMITTEES •  Types: Standing, ad hoc, task forces •  Fundraising, finance, program, marketing, etc. •  Deeper engagement •  Pipeline to boards •  Be clear on value exchange @edaconsulting emilydavisconsulting.com
  • 13. BOARD SERVICE @edaconsulting emilydavisconsulting.com
  • 14. BOARD SERVICE •  Types: Governing, Advisory, Honorary •  Financial & legal oversight •  Recruitment process is as important as retention •  Know the expectations & responsibilities •  Talk with other board members •  Avoid “young person tokenism” @edaconsulting emilydavisconsulting.com
  • 15. THE ART OF NETWORKING •  In person & online •  Start with your inner circle •  Identify connectors, events •  Research contacts •  Make yourself visible •  Show up early @edaconsulting •  Ask open-ended questions •  Listen! •  Never burn bridges •  Keep track •  Follow up appropriately –  Thank you –  Provide resources –  Offer to be of service emilydavisconsulting.com
  • 16. BE SURE! •  Be proactive •  Deadlines •  Investment of your time & resources •  Feedback process •  Receive orientation •  Ask questions! •  Record mileage •  Research •  Clear expectations •  Be gracious •  Goals, outcomes •  Take the work seriously @edaconsulting emilydavisconsulting.com
  • 17. YOUR EXPERIENCE… 1.  What experiences have you had in these roles? 2.  What worked and what didn’t? 3.  What would you do differently next time? 4.  What advice do you have for others? @edaconsulting emilydavisconsulting.com
  • 18. RESOURCES BoardSource Hands On Network Volunteer Match Center for Nonprofit Excellence •  Colorado Nonprofit Association •  Young Nonprofit Professionals Network •  Volunteer worksheet •  •  •  •  @edaconsulting emilydavisconsulting.com
  • 19. @edaconsulting emilydavisconsulting.com
  • 20. DONATING MONEY: WHAT IS IT GOOD FOR? •  Why do people give? •  Why do you give? •  Why would you NOT give? •  How do you pick the organization? @edaconsulting emilydavisconsulting.com
  • 21. U.S. GIVING 2012 @edaconsulting emilydavisconsulting.com
  • 22. A FEW TIPS… •  Nonprofits •  Donations charities investment •  All businesses need money to be effective •  Nonprofits do what gov’t & business doesn’t •  Impact is hard to measure @edaconsulting •  Trust the organizations •  Public orgs – do due diligence •  Don’t restrict gifts •  Get creative! •  Always have limitations (i.e. staff) emilydavisconsulting.com
  • 23. WAYS TO GIVE $$ Individual Corporate Goods Unrestricted Sponsorship Equipment Restricted Employee giving Furniture Peer fundraising Matching challenge Space Matching gifts In-kind (office space) Food @edaconsulting emilydavisconsulting.com
  • 24. HAVE A PLAN •  Know your personal budget •  Make unrestricted gifts •  Monthly, annual, campaigns, events •  Fundraising •  What’s the impact? •  Track for taxes •  Review and revise @edaconsulting emilydavisconsulting.com
  • 25. RECOGNITION •  •  •  •  •  •  •  •  •  •  Tax receipt Hand-written note Phone calls Annual reports Website Social media Invitations to events Goods (i.e. PBS model) Thank 7 times… Provide feedback @edaconsulting emilydavisconsulting.com
  • 26. NON-TAX DEDUCTIBLE GIFTS •  •  •  •  •  •  Gifts to 501c4 organizations Raffle tickets Donations to individuals Pro-bono time Property Value of ticket for events (i.e. food) @edaconsulting emilydavisconsulting.com
  • 27. RESOURCES •  •  •  •  •  •  •  •  Inspired Philanthropy Art of Giving Guidestar Association of Fundraising Professionals Chronicle of Philanthropy Council on Foundations Center for Family Philanthropy Giving plan worksheet @edaconsulting emilydavisconsulting.com
  • 28. @edaconsulting emilydavisconsulting.com
  • 29. BOOK DRAWING! @edaconsulting emilydavisconsulting.com
  • 30. Emily Davis, MNM EDA Consulting LLC (720) 515-0581 emily@emilydavisconsulting.com emilydavisconsulting.com emilydavisconsulting.com/blog Facebook.com/emilydavisconsulting twitter.com/edaconsulting linkedin.com/in/emilylariedavis @edaconsulting WHO Nonprofits & Philanthropy WHAT Charitable Advising Communications Fundraising Governance HOW Consulting Speaking Training emilydavisconsulting.com

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