1. Millennial Donors capturing engagement from the next generation June 28, 2010

2. the next generation of givers

3. 69% of donors under the age of 35 are professionals, academics, owners, managers or entrepreneurs Statistics from Cygnus Research 09 Copyright Achieve 2010

4. 52% earn over $70,000 Statistics from Cygnus Research 09 Copyright Achieve 2010

5. 70% are notsupporting dependents Statistics from Cygnus Research 09 Copyright Achieve 2010

6. Donations Last Year 23% 42% $0 - $49 $300+

7. Largest Gift Last Year 43% 15% $0 - $99 $1,000+

8. Volunteer Hrs. Last Year 36% 29% 0-5 Hrs. 30+ Hrs.

9. key findings

10. a seat at the table: give me a voice

11. Access 53% 61% Have It. Want It.

12. Value Opinions 75% 25% Yes. No.

13. Strategic Thinking 75% 25% Yes. No.

14. two-faced: find me on Facebook, meet me face-to-face

15. Receive Information 93% 23% 27% Email. Facebook. Print.

16. Likely to Donate 81% 66% Email. Face to Face.

17. emerging evangelists: help me spread the word

18. Willingness – Family/Friend 70% 30% Yes. No.

19. What Do You Need? Specific Information& Website Links 91%

20. what does this mean?

21. MillennialDonor Focus Copyright Achieve 2010

22. The engagement gap is the space or void between a transactional donor/volunteer and someone who sits on its board. The engagement gap blocks people from opportunities to hear, participate in and contribute to the betterment of the organization.

23. I ran in the 5K once, it’s a good cause, and I had friends going as well. It was a great time for a great cause, I’d love to do more! The Holidays are a perfect time to give, and I will probably always send a check to this organization – they’re doing a great job.

24. Institution Commitments Copyright Achieve 2010

25. Copyright Achieve 2010

26. Engagement First Copyright Achieve 2010

27. Together Not Separate Copyright Achieve 2010

28. Social is an Aspect Not the Focus Copyright Achieve 2010

29. Focus on Pull Fundraising Copyright Achieve 2010

30. Technology is a Support Not a Crutch Copyright Achieve 2010

31. Strategies Copyright Achieve 2010

32. Information Please! Millennials look for more information when they first hear about organizations. Through website and Google. Ensure that you are ready to inform and create easy calls of action. Copyright Achieve 2010

33. information first, do nothing second, volunteer third, & donate last Copyright Achieve 2010

34. Access to the Leadership A need to feel that they have the ability to access the leadership of the organization. This means a systemmust be in place for Millennial donors to voice opinions, provide counsel, and develop solutions with and for the board/executive leadership. Copyright Achieve 2010

35. InvolveThroughout the Process Involve in the decision making process and keep informed throughout the process overall. Our work is not a secret– if you treat it that way they will not respond. Copyright Achieve 2010

36. Organized Creativity Millennial donors that develop solutions for the institution will respond more than those that are told the solution has been created. Provide an organized approach for Millennial donors to develop solutions. Copyright Achieve 2010

37. Engage Friends and Family The friends made during the college years and their early professional careers. Opportunities to engage the friends and family they have while pursuing a call to action will be the most important. Copyright Achieve 2010

38. Exclusiveness Blanket messaging for participation will be less effective. Providing opportunities to Millennial alumni that feel or offer exclusiveness will spark excitement and engagement. Copyright Achieve 2010

39. Language Capacity, community, impact, empowers, collaboration, partnership, engages, challenges, ability, connects, and committed. To a Millennial donor, these words are so hard to understand- especially when multiple organizations use these words. Copyright Achieve 2010

40. Call to Action Millennial donors respond to calls of action. A specific goal, needed input, and/or assistance with developing a solution. Drive with content. Simple calls to contribute or donate tend to fall on deaf ears. Copyright Achieve 2010

41. Be Specific…Be Clear…Be Honest… Copyright Achieve 2010

42. Donor Profiling Brochures Messaging Collateral Copyright Achieve 2010

43. Influencers Messages for participation from the organization may get small results. Work through “influencers” to communicate messaging in a peer to peer approach. Utilization of “influencers” will help deliver messaging, spark a call to action, and influence peer engagement. Copyright Achieve 2010

44. Easy Engagement is easy and is turn-key. Messages to Millennial donor have easy entry points, clicks, opportunities to immediately involve. Work through “influencers” to ask what is their network like to see immediately from organizations. Copyright Achieve 2010

45. Find Where People Are Going and Where They Came From Copyright Achieve 2010

46. Millennial Levels of Engagement

47. Scenarios and Response

48. Millennial Engagement Map: Acquisition to Donation

49. Conversations Be Honest About Meeting Understand Experience or Interest Understand Life Issues Understand Connections/Networks Understand Communication Preference Understand Willingness to Connect Copyright Achieve 2010

50. a quick recap!

51. realign volunteer and staff resources for face to face

52. be specific

53. multichannel approach

54. long-term investment

55. Derrick Feldmann dfeldmann@achieveguidance.com @achieve_consult 317-637-3000 downloaddiscusscontributeparticipateengagechat 55 www.millennialdonors.com Page 55