This document discusses trends in charitable giving, including the predicted "great wealth transfer" as older generations pass assets to younger ones. However, there is uncertainty around how much of that wealth will actually be donated to charity. Younger generations may have different priorities than older ones. The document also covers motivations for charitable giving among millennials and trends in multi-channel fundraising. Effective communication strategies are explored for engaging donors across generations.

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4. 800.756.7483 | www.ruffalocody.com/fundraising

5. 800.756.7483 | www.ruffalocody.com/fundraising
(in inflation-adjusted dollars,
2013 = $100)

6. 800.756.7483 | www.ruffalocody.com/fundraising
The “Stubborn 2%”
pattern continues.

7. • Havens and Schervish (1999) - $41 Trillion will
transfer between the next two generations.
• Updated recently to $59 trillion.
• 6% or more of this will go to charity given
historical patterns
• Accuracy/assumption is now under question.
• Will the money still be there?
• Longer lifespans, shifting priorities and demands.
THE “GREAT WEALTH TRANSFER”
7
http://www.bc.edu/content/dam/files/research_sites/cwp/pdf/A%20Golden%20Age%20of%20Philanthropy%20Still%20Bekons.pdf
http://www.forbes.com/sites/tomwatson/2014/06/11/the-transfer-of-wealth-trap-why-causes-should-probably-ignore-the-big-numbers/
http://plannedgivingadvisors.com/category/wealth-transfer/

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vse.cae.org

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vse.cae.org

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16. THE ADVANCEMENT
COMMUNICATIONS TOOLKIT

17. GENERATIONAL GIVING
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From Edge Research/Blackbaud’s “Next Generation of American Giving”
- http://npengage.uberflip.com/i/147711

18. MILLENIAL CAUSE MOTIVATION
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• Currents, Summer 2014
Whitepaper on its way FA14

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CASE STUDY:

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43. CASE STUDY

44. CASE STUDY
$604
$3,487
$4,098
$3,603
$21,135
$0
$5,000
$10,000
$15,000
$20,000
$25,000
1 year 2 years 3 years 4 years 5+ years
Alumni "Lifetime" Donor Value vs Maximum Donor Consistency

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philanthropy.com

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48. Download at: http://www.ruffalocody.com/multichanneltrends.

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