Fund Development in a Multigenerational Organization
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Fund Development in a Multigenerational Organization

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The nonprofit sector is seeing a number of emerging resources on the transfer of wealth happening among generations that will impact philanthropy and how to fundraise from next generation givers.......

The nonprofit sector is seeing a number of emerging resources on the transfer of wealth happening among generations that will impact philanthropy and how to fundraise from next generation givers. Is your organization ready to work side-by-side with multi-generational staff, board members, and other volunteers to leverage these gifts? This session will focus on how to better work with multiple generations within your organization to raise dollars from donors and funders of all kinds. Join Emily Davis, next generation philanthropy’s thought leader and author of Fundraising and the Next Generation to:

• Identify challenges and benefits of having four generations in philanthropy.
• Learn about similarities and differences in multi-generational fundraising communications.
• Gain specific strategies to fundraise from and with the next generation of donors.

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  • 1. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising FUNDRAISING IN A MULTIGENERATIONAL ORGANIZATION Managing Across Generations Colorado Nonprofit Association May 28, 2014 Emily Davis, MNM, CGT Emily Davis Consulting  
  • 2. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising TURN ON YOUR TECH FOLLOW THE CONVERSATION @AskEmilyD @CO-nonprofits #nextgendonors #nonprofit #fundraising #philanthropy #socialmedia
  • 3. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising 60 seconds or less Name & Title Organization 1 Question for Today Favorite philanthropy buzz word
  • 4. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising
  • 5. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising WHAT’S ON TAP Multigenerational Workplace Multigenerational Giving Next Generation Communications
  • 6. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising WHO ARE THE GENERATIONS
  • 7. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising GUESS THE GENERATION q Traditionalist q Boomer q Generation X q Millenial ✔   ✔   ✔   ✔  
  • 8. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising WHAT IS THE GENERATIONAL MIX GENERATION TRADITIONALISTS (1900-1945) BOOMERS (1946-1964) GEN XERS (1965-1980) MILLENIALS (1981-1999) ALSO KNOWN AS… Veterans, Silent Generation, WWII Generation Baby Boomers Xers Gen Y, Nexters, Nintendo Generation INFLUENCERS World wars, The Depression Television, Vietnam War, Civil Rights Movements Internet, Madonna, Bill Gates, Friends, Rodney King Social media, iPods, 9/11, American Idol MARKETING Conservative imagery, legacy, family, well- known brands Healthy lifestyle, hard work, team work Inclusive, straight talk, environment images, multi-channel Multi-ethnic, green, sexier, celebrity
  • 9. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising @CO_nonprofits #nonprofits #nextgendonors #fundraising TURN TO YOUR LEFT 1.  Name and generation you are. 2.  What were two social/economic/political/ world experiences that influenced you? 3.  How did one of those experiences shape your professional life?
  • 10. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising GENERATIONAL ASSUMPTIONS
  • 11. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising Has this impacted your organization? If so, how?  
  • 12. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising IMPACT ON WORKFORCE
  • 13. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising MULTIGENERATIONAL NONPROFITS GENERATION TRADITIONALISTS (1900-1945) BOOMERS (1946-1964) GEN XERS (1965- 1980) MILLENIALS (1981-1999) MGMT STYLE Top down, conformist Hierarchy, earn your respect/ ladder Flexible, inclusive, self-reliant Mutual respect, shared leadership WORK STYLE Separate home & work, hard- working, loyal, thrifty Flexibility, workaholic, Collaborative & independent, direct communication, quick fix, virtual office Multi-tasking, Collaborative/ independent, question status quo MOTIVATORS Authority, value work for work’s sake (less personal meaning) Hierarchy, respect, self-improvement, work, materialism Healthy work/life balance, flexibility, $ Relationships, challenges, feedback, causes, environment, $
  • 14. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising WHAT TENURED PROFESSIONALS WANT
  • 15. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising WHAT THE NEXT GEN WANTS
  • 16. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising MULTIGEN FUNDRAISING RECRUIT FROM WITHIN INVEST IN TRAINING PRIORITIZE INCLUSIVITY COACHING & MENTORING ENCOURAGE LEADERSHIP ROLES DEVELOP PIPELINE
  • 17. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising @CO_nonprofits #nonprofits #nextgendonors #fundraising 10 WAYS TO WORK WITH EVERY GENERATION Know each gen’s value Recruit & retain Learn motivations Be flexible Peer learning Invest in learning Build trust Encourage connection Communicate accountability Connect to impact
  • 18. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising
  • 19. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising GENERATIONAL PHILANTHROPY FourGenerations Understand their philanthropic motivations Frame your messaging Choose your platforms & tools Cultivate their contributions Receive their responses Acknowledge their gifts Steward relationships
  • 20. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising @CO_nonprofits #nonprofits #nextgendonors #fundraising TRADITIONALISTS
  • 21. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising @CO_nonprofits #nonprofits #nextgendonors #fundraising BOOMERS Philanthropy Programs Fundraising Administration
  • 22. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising NEXT GENERATION PHILANTHROPY
  • 23. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising @CO_nonprofits #nonprofits #nextgendonors #fundraising GENERATION X
  • 24. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising @CO_nonprofits #nonprofits #nextgendonors #fundraising MILLENNIALS
  • 25. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising WHERE ARE THEY??
  • 26. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising ENGAGEMENT & IMPACT
  • 27. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising @CO_nonprofits #nonprofits #nextgendonors #fundraising ENTRY POINTS
  • 28. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising @CO_nonprofits #nonprofits #nextgendonors #fundraising FAMILY PHILANTHROPY Legacy & History Family Systems Theory Financial management Impact & Values
  • 29. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising 1. Identify young donors and volunteers as leaders 2. Create or use existing planning team 3. Ask team to design & implement fundraising event or activity 4. Provide support 5. Host a successful campaign/ event! 6. Debrief, evaluate, revise 6 Steps to a Next Gen Campaign or Event
  • 30. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising
  • 31. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising POWER OF SOCIAL MEDIA
  • 32. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising HAVE A GIGGLE
  • 33. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising UNDERSTANDING SOCIAL NETWORKS “Organizations don’t have to create… social networks; they exist all around us in a variety of forms. Networked Nonprofits strengthen and expand these networks by building relationships within them to engage and activate them for their organizations’ efforts.” (Fine and Kanter, 2010)
  • 34. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising
  • 35. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising COMMUNICATIONS EVOLUTION Traditionalists Postal Mail Phone calls Boomers Television Facebook Email Generation X Websites E- newsletters Email Millenials (Gen Y) Social Media Websites Mobile Generation Z ??? Adapt or die! Every generation teaches us new technology
  • 36. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising WHAT STINKS ABOUT SOCIAL MEDIA?
  • 37. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising WHAT ROCKS ABOUT SOCIAL MEDIA?
  • 38. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising 10 TIPS FOR SOCIAL MEDIA 1. Social media is A tool not THE tool 2. Social media is a plant 3. Add value 4. Two way street 5. Prospecting, cultivation, stewardship 6. Philanthropy’s next generation 7. It ain’t free 8. Not everyone “Diggs” social media 9. Selling social media 10. Have a plan
  • 39. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising SOCIAL MEDIA LADDER OF ENGAGEMENT Happy bystanders (Listen) Spreaders (Share) Clients (Money) Evangelists (Ask) Instigators (Create)
  • 40. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising NEW DONORS direct mail, events ANNUAL DONORS Direct appeals, volunteer involvement MAJOR DONORS Personal asks Committee and board involvement PLANNED GIFTS Personal asks, personal involvement, Could be anyone!                          
  • 41. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising
  • 42. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising HAVE POLICIES
  • 43. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising RELATIONSHIPS DON’T CHANGE
  • 44. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising 5 THINGS YOU CAN DO TODAY 1. Make a plan 2. Watch other orgs 3. Attend trainings & ask for support 4. Invite participation 5. Support new ideas
  • 45. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising
  • 46. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising BOOK SIGNING
  • 47. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising DRAWING! Books for sale & signing with a 30% discount: $34.95 for nonprofits Credit card & check
  • 48. /emilydavisconsulting /AskEmilyD @CO_nonprofits #nonprofits #nextgendonors #fundraising Emily Davis, MNM Emily Davis Consulting (720) 515-0581 emily@emilydavisconsulting.com emilydavisconsulting.com emilydavisconsulting.com/blog