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

  1. 1. ENGAGING IN GIVING BACK: PROFESSIONAL, REWARDING, & FUN! Emily Davis, MNM, CGT Emily Davis Consulting October 2013
  2. 2. TURN ON YOUR TECH Follow the conversation… @edaconsulting #nextgendonors #socialmedia #fundraising #philanthropy #nonprofit @edaconsulting emilydavisconsulting.com
  3. 3. 30 Second Challenge –  –  –  –  @edaconsul+ng   Name Organization Question or comment Parking lot emilydavisconsulting.com
  4. 4. @edaconsul+ng   emilydavisconsulting.com
  5. 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. 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. 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. 8. DONATION OF TIME, EXPERTISE Unskilled volunteerism Skilled volunteerism Committees Board Service @edaconsulting emilydavisconsulting.com
  9. 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. 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. 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. 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. 13. BOARD SERVICE @edaconsulting emilydavisconsulting.com
  14. 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. 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. 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. 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. 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. 19. @edaconsulting emilydavisconsulting.com
  20. 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. 21. U.S. GIVING 2012 @edaconsulting emilydavisconsulting.com
  22. 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. 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. 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. 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. 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. 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. 28. @edaconsulting emilydavisconsulting.com
  29. 29. BOOK DRAWING! @edaconsulting emilydavisconsulting.com
  30. 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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