PHILANTHROPY’S NEXT
GENERATION NOW!	

Emily Davis, MNM, CGT	

EDA Consulting LLC	

@edaconsulting	

#nextgendonors
TURN ON YOUR TECH
Follow the conversation…
	

	

@edaconsulting
	

#nextgendonors
	

#fundraising
	

#philanthropy
	

#soc...
30 Second Challenge	

	

Ø Name	

Ø Organization	

Ø Favorite philanthropic buzz word	


7/19/13	
  

emilydavisconsult...
7/19/13	
  

emilydavisconsulting.com

4
FUNDRAISING AND THE NEXT GENERATION
	


•  Primer on the generations	

•  Points for engaging next
generation(s)	

•  How ...
Generational Mix	

Generational Myths	

Generational Characteristics	

Impact on Philanthropy	


WHO ARE THE GENERATIONS?	...
WHAT IS THE GENERATIONAL MIX?	

GENERATION	


TRADITIONALISTS

(1900-1945)	


BOOMERS	

(1946-1964)	


GEN XERS	

(1965-19...
GUESS THE GENERATION
	

✔
q Traditionalist	

	

✔
q Boomer	

	

✔
q Generation X	

	

✔
q Millenial	


7/19/13

emilyd...
GENERATIONAL ASSUMPTIONS	


7/19/13	
  

emilydavisconsulting.com

9
LET’S TAKE A POLL
	

How many generations are involved in your
organization?	

q One?	

	

q Two?	

	

q Three?	

	

q...
Has this had
an impact on
your
organization? 	

If so how?	


7/19/13	
  

emilydavisconsulting.com

11
IMPACT ON PHILANTHROPY	

• 
• 
• 
• 
• 
• 
• 
• 
• 
	


7/19/13	
  

Development office	

Prospecting	

Cultivation	

Stewa...
MULTIGENERATIONAL NONPROFITS	

GENERATION	


TRADITIONALISTS

MGMT
STYLE	


Top down, conformist	


WORK
STYLE	


Separate...
WHAT TENURED PROFESSIONALS WANT	


Next Gen Training	

Acknowledgment	

Engagement 	

Respect for legacy	

Dialogue	


7/1...
WHAT THE NEXT GEN WANTS	

Advice	

Acknowledgment	

Shared ownership	

Opportunity to lead	

Flexibility	

Sector history	...
MULTI-GEN DEVELOPMENT FUNCTION	

•  Develop a pipeline 	

•  Integrate new leadership
ideas & shift roles	

•  Evaluate & ...
POLL TIME!
•  Is your organization engaging
generation X and Y as
organizational leaders such as
board members?	

•  Do yo...
Why engage the next gen	

Next gen philanthropy style	

Entry points and engagement	


MULTI-GEN PHILANTHROPY	


7/19/13	
...
WHY ENGAGE THE NEXT GEN?	

•  Transfer of wealth	

•  Lifelong giving	

•  Time, talent, treasure,
& ties	

•  Networks	

...
1. OUR COMMUNICATIONS TOOLBOX	

Every generation teaches us new technology… adapt or die!	

Traditionalists	

Postal
Mail	...
GENERATIONAL PHILANTHROPY
	

Four Generations	


Understand their philanthropic motivations	

Frame your messaging	

Choos...
FUNDRAISING FROM TRADITIONALISTS	

•  Direct mail & peer-to peer
fundraising is best	

•  Write checks	

•  Smaller group	...
FUNDRAISING FROM BOOMERS	

•  Mix both new & traditional
strategies	

•  Plan their giving	

•  Consider operational &
ove...
FUNDRAISING FROM GEN X	

•  Friends/family/peers are
influencers	

•  Stories have a greater impact
than loyalty	

•  Consi...
FUNDRAISING FROM MILLENIALS	

•  Philanthropy is time and
money	

•  Lower cost to recruit (online
participation)	

•  Mul...
WHERE ARE THEY?	

•  Existing donors	

•  Volunteers	

•  Young professional
events & groups	

•  Media (i.e. 40 under 40)...
ENTRY POINTS	

•  Events – tiered fees	

•  Partner with young
professionals’ groups	

•  A-thons	

•  Peer to peer networ...
FAMILY PHILANTHROPY	

•  Major donors have
children &
grandchildren	

•  Family legacy	

•  Engage all generations	

•  Li...
NEXT GEN ENGAGEMENT	

•  Create ambassadors	

•  Provide trainings	

•  Offer networking &
resources	

•  Bring on as volu...
GREAT EXAMPLE
	

• 
• 
• 
• 
• 
• 
• 
• 

Prepare investment & resources	

Service learning	

Regular professional develop...
1. Identify
young donors
and volunteers
as leaders	


6. Debrief,
evaluate,
revise	


2. Create or
use existing
planning t...
ARE YOU READY TO ROCK?
	

How many of you feel ready
to take the first step
toward meaningful
engagement with and from
the ...
5 THINGS TO DO TODAY	

1.  Make a plan	

2.  Watch other orgs	

3.  Attend trainings & ask
for support	

4.  Invite partic...
RESOURCES	

•  Fundraising and the Next Generation	

•  Working Across Generations	

•  Next Gen Donors: Respecting Legacy...
DRAWING & SIGNING!
	

Books for sale &
signing with a 30%
discount:
	

	

$34.95 for nonprofits
	

	

Credit card & check	
...
7/19/13

emilydavisconsulting.com

36
Emily Davis, MNM	

EDA Consulting LLC	


WHO	

Nonprofits & Philanthropy
	

WHAT
	

Communications
	

Governance
	

Philant...
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Fundraising and the Next Generation (VFRI)

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  • 7/19/13 emilydavisconsulting.com EDA Consulting LLC
  • EDA Consulting LLC 7/19/13 www.emilydavisconsulting.com
  • emilydavisconsulting.com 7/19/13 EDA Consulting LLC
  • emilydavisconsulting.com 7/19/13 EDA Consulting LLC
  • 7/19/13 emilydavisconsulting.com EDA Consulting LLC
  • 7/19/13 emilydavisconsulting.com EDA Consulting LLC
  • 7/19/13 emilydavisconsulting.com EDA Consulting LLC
  • 7/19/13 emilydavisconsulting.com EDA Consulting LLC
  • 7/19/13 emilydavisconsulting.com EDA Consulting LLC
  • 7/19/13 emilydavisconsulting.com EDA Consulting LLC
  • 7/19/13 emilydavisconsulting.com EDA Consulting LLC
  • 7/19/13 emilydavisconsulting.com EDA Consulting LLC
  • 7/19/13 emilydavisconsulting.com EDA Consulting LLC
  • emilydavisconsulting.com 7/19/13 EDA Consulting LLC
  • 7/19/13 emilydavisconsulting.com EDA Consulting LLC
  • 7/19/13 emilydavisconsulting.com EDA Consulting LLC
  • 7/19/13 emilydavisconsulting.com EDA Consulting LLC
  • 7/19/13 emilydavisconsulting.com EDA Consulting LLC
  • 7/19/13 emilydavisconsulting.com EDA Consulting LLC
  • emilydavisconsulting.com 7/19/13 EDA Consulting LLC
  • 7/19/13 emilydavisconsulting.com EDA Consulting LLC
  • 7/19/13 emilydavisconsulting.com EDA Consulting LLC
  • 7/19/13 emilydavisconsulting.com EDA Consulting LLC
  • EDA Consulting LLC 7/19/13 emilydavisconsulting.com
  • 7/19/13 emilydavisconsulting.com EDA Consulting LLC
  • Fundraising and the Next Generation (VFRI)

    1. 1. PHILANTHROPY’S NEXT GENERATION NOW! Emily Davis, MNM, CGT EDA Consulting LLC @edaconsulting #nextgendonors
    2. 2. TURN ON YOUR TECH Follow the conversation… @edaconsulting #nextgendonors #fundraising #philanthropy #socialmedia #nonprofit 7/19/13 emilydavisconsulting.com 2
    3. 3. 30 Second Challenge Ø Name Ø Organization Ø Favorite philanthropic buzz word 7/19/13   emilydavisconsulting.com 3
    4. 4. 7/19/13   emilydavisconsulting.com 4
    5. 5. FUNDRAISING AND THE NEXT GENERATION •  Primer on the generations •  Points for engaging next generation(s) •  How Gen X and Y view volunteering •  Next generation of grant makers •  Harnessing online communications •  Worksheets, plans, templates 7/19/13 emilydavisconsulting.com 5
    6. 6. Generational Mix Generational Myths Generational Characteristics Impact on Philanthropy WHO ARE THE GENERATIONS? 7/19/13   emilydavisconsulting.com 6
    7. 7. 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, wellknown brands Healthy lifestyle, hard work, team work Inclusive, straight talk, environment images, multichannel Multi-ethnic, green, sexier, celebrity 7/19/13   emilydavisconsulting.com 7
    8. 8. GUESS THE GENERATION ✔ q Traditionalist ✔ q Boomer ✔ q Generation X ✔ q Millenial 7/19/13 emilydavisconsulting.com 8
    9. 9. GENERATIONAL ASSUMPTIONS 7/19/13   emilydavisconsulting.com 9
    10. 10. LET’S TAKE A POLL How many generations are involved in your organization? q One? q Two? q Three? q Four? 7/19/13 emilydavisconsulting.com 10
    11. 11. Has this had an impact on your organization? If so how? 7/19/13   emilydavisconsulting.com 11
    12. 12. IMPACT ON PHILANTHROPY •  •  •  •  •  •  •  •  •  7/19/13   Development office Prospecting Cultivation Stewardship Communication Retention Priorities Respect Trainings emilydavisconsulting.com 12
    13. 13. MULTIGENERATIONAL NONPROFITS GENERATION TRADITIONALISTS MGMT STYLE Top down, conformist WORK STYLE Separate home & work, hard-working, loyal, thrifty MOTIVATORS Authority, value work for work’s sake (less personal meaning) 7/19/13   BOOMERS (1946-1964) MILLENIALS (1981-1999) Hierarchy, earn your respect/ ladder Flexible, inclusive, selfreliant Mutual respect, shared leadership Flexibility, workaholic, (1900-1945) GEN XERS (1965- 1980) Collaborative & independent, direct communication, quick fix, virtual office Multi-tasking, Collaborative/ independent, question status quo Hierarchy, respect, selfimprovement, work, materialism Healthy work/ life balance, flexibility, $ Relationships, challenges, feedback, causes, environment, $ emilydavisconsulting.com 13
    14. 14. WHAT TENURED PROFESSIONALS WANT Next Gen Training Acknowledgment Engagement Respect for legacy Dialogue 7/19/13   emilydavisconsulting.com 14
    15. 15. WHAT THE NEXT GEN WANTS Advice Acknowledgment Shared ownership Opportunity to lead Flexibility Sector history 7/19/13   emilydavisconsulting.com 15
    16. 16. MULTI-GEN DEVELOPMENT FUNCTION •  Develop a pipeline •  Integrate new leadership ideas & shift roles •  Evaluate & redesign current structures •  Recruit from within •  Welcome new leadership •  Peer coaching •  Prioritize inclusivity 7/19/13   emilydavisconsulting.com 16
    17. 17. POLL TIME! •  Is your organization engaging generation X and Y as organizational leaders such as board members? •  Do you have strategies for fundraising from next gen, individual donors? •  Do you work with any multigen family foundations? 7/19/13 emilydavisconsulting.com 17
    18. 18. Why engage the next gen Next gen philanthropy style Entry points and engagement MULTI-GEN PHILANTHROPY 7/19/13   emilydavisconsulting.com 18
    19. 19. WHY ENGAGE THE NEXT GEN? •  Transfer of wealth •  Lifelong giving •  Time, talent, treasure, & ties •  Networks •  Enthusiastic •  Ambassadors 7/19/13   emilydavisconsulting.com 19
    20. 20. 1. OUR COMMUNICATIONS TOOLBOX Every generation teaches us new technology… adapt or die! Traditionalists Postal Mail Boomers Generation X Television Phone calls Facebook Websites EEmail newsletters Email 7/19/13 Millenials (Gen Y) Social Media Websites Mobile emilydavisconsulting.com Generation Z ??? 20
    21. 21. GENERATIONAL PHILANTHROPY Four Generations Understand their philanthropic motivations Frame your messaging Choose your platforms & tools Cultivate their contributions Receive their responses Acknowledge their gifts Steward relationships 7/19/13   emilydavisconsulting.com 21
    22. 22. FUNDRAISING FROM TRADITIONALISTS •  Direct mail & peer-to peer fundraising is best •  Write checks •  Smaller group •  Lifelong giving began in their 30s •  Less opportunity for new NPOs •  Protects privacy 7/19/13   emilydavisconsulting.com 22
    23. 23. FUNDRAISING FROM BOOMERS •  Mix both new & traditional strategies •  Plan their giving •  Consider operational & overhead costs •  Use mainstream media as an entry point •  Lifelong giving begins in their 30s 7/19/13   emilydavisconsulting.com 23
    24. 24. FUNDRAISING FROM GEN X •  Friends/family/peers are influencers •  Stories have a greater impact than loyalty •  Consistently give largest gift to the same charity annually •  Donate the most through websites (30%) •  Hard to recruit to your cause 7/19/13   emilydavisconsulting.com 24
    25. 25. FUNDRAISING FROM MILLENIALS •  Philanthropy is time and money •  Lower cost to recruit (online participation) •  Multi-communications approach •  Engaged in fundraising for orgs •  Donate in a variety of ways 7/19/13   emilydavisconsulting.com 25
    26. 26. WHERE ARE THEY? •  Existing donors •  Volunteers •  Young professional events & groups •  Media (i.e. 40 under 40) •  Colleges & universities 7/19/13   emilydavisconsulting.com 26
    27. 27. ENTRY POINTS •  Events – tiered fees •  Partner with young professionals’ groups •  A-thons •  Peer to peer networks •  Family •  Philanthropic resources 7/19/13   •  Giving Circles – tiered fees •  Volunteering •  Board and committee participation •  Planned Giving •  Nonprofit Start Ups emilydavisconsulting.com 27
    28. 28. FAMILY PHILANTHROPY •  Major donors have children & grandchildren •  Family legacy •  Engage all generations •  Listen & learn from the next gen •  Provide resources & networks 7/19/13   emilydavisconsulting.com 28
    29. 29. NEXT GEN ENGAGEMENT •  Create ambassadors •  Provide trainings •  Offer networking & resources •  Bring on as volunteers, staff, board members •  Listen and learn •  Snowflakes 7/19/13   emilydavisconsulting.com 29
    30. 30. GREAT EXAMPLE •  •  •  •  •  •  •  •  Prepare investment & resources Service learning Regular professional development Unique networking events Communications Leadership Staff support Pipeline to greater engagement 7/19/13 emilydavisconsulting.com 30
    31. 31. 1. Identify young donors and volunteers as leaders 6. Debrief, evaluate, revise 2. Create or use existing planning team 6 STEPS TO A NEXT GEN CAMPAIGN OR EVENT 3. Ask team to design & implement fundraising event or activity 5. Host a successful campaign/ event! 4. Provide support 7/19/13   emilydavisconsulting.com 31
    32. 32. ARE YOU READY TO ROCK? How many of you feel ready to take the first step toward meaningful engagement with and from the next generation? ü Worksheets ü Assessment tool 7/19/13 emilydavisconsulting.com 32
    33. 33. 5 THINGS TO DO TODAY 1.  Make a plan 2.  Watch other orgs 3.  Attend trainings & ask for support 4.  Invite participation 5.  Support new ideas 7/19/13   emilydavisconsulting.com 33
    34. 34. RESOURCES •  Fundraising and the Next Generation •  Working Across Generations •  Next Gen Donors: Respecting Legacy, Revolutionizing Philanthropy •  The Networked Nonprofit •  The Next Generation of American Giving •  Millenial Donors Report •  Young Nonprofit Professionals Network (YNPN) •  21/64 •  Resource Generation •  Emerging Practitioners in Philanthropy (EPIP) •  National Center for Family Philanthropy 7/19/13   emilydavisconsulting.com 34
    35. 35. DRAWING & SIGNING! Books for sale & signing with a 30% discount: $34.95 for nonprofits Credit card & check 7/19/13 emilydavisconsulting.com 35
    36. 36. 7/19/13 emilydavisconsulting.com 36
    37. 37. Emily Davis, MNM EDA Consulting LLC WHO Nonprofits & Philanthropy WHAT Communications Governance Philanthropy HOW Speaking Training Consulting (720) 515-0581 emily@emilydavisconsulting.com emilydavisconsulting.com emilydavisconsulting.com/blog Facebook.com/emilydavisconsulting twitter.com/edaconsulting linkedin.com/in/emilylariedavis 7/19/13 emilydavisconsulting.com 37

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