For the first time in history, there are four generations involved in philanthropy: Traditionalists, Baby Boomers, Gen X and Gen Y (Millenials). Although each generation is philanthropic, they have individual preferences for how they are engaged by nonprofits. This session will demonstrate how important it is to create lifetime givers by reaching out to the younger generations (under age 40) now. We will define the key characteristics of the four currents generations and their habits for charitable giving. Nonprofit professionals will learn strategic entry points to successfully engage these younger generations in philanthropy, both as donors and in the multigenerational development office. Ultimately, today’s annual donors are tomorrow’s major donors; we need to cultivate them today. Learning Objectives: • Find out how and where to find and cultivate young philanthropists • Identify myths and realities of multigenerational philanthropy • Learn what your organization needs to be aware of to manage a multi-generational development office.

1. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
PHILANTHROPY’S NEXT
GENERATION NOW
Catholic Volunteers Network
November 2014
Emily Davis, MNM, CGT
Emily Davis Consulting

2. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
TURN ON YOUR TECH
Follow the
conversation…
@AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit

3. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
A LITTLE ABOUT ME

4. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
30 seconds or less
Name &
Role
Question for
Today
Recruitment
Challenge
A LITTLE ABOUT YOU…

5. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
WHO ARE THE GENERATIONS?

6. ✔
✔
✔
✔
/emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
GUESS THE GENERATION
q Traditionalist
q Boomer
q Generation X
q Millenial

7. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
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

8. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
WHO ARE THE GENERATIONS?*
GENERATION AGES IN MILLIONS BY PERCENTAGE
Traditionalists
68+ 35.2 11%
Boomers
48 – 67 80.3 25%
Gen X
38 – 47 40.9 13%
Millenials
18 – 37 86 27%
Gen Z / iGen
0 – 17 74 23%
* US Census Projections for 2013

9. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
GENERATIONAL ASSUMPTIONS
$59 Trillion
Transfer of
Wealth

10. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
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?

11. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
IMPACT ON OUR WORK

12. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
WHAT IS THE
IMPACT?
PARTNERS
NONPROFITS
BOARD
MEMBERS
DONORS
STAFF
VOLUNTEERS

13. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
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
@CatholicVolNet
#nextgendonors
#nonprofit
WHAT TENURED PROFESSIONALS WANT

15. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
WHAT THE NEXT GEN WANTS

16. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
WHY ENGAGE THE NEXT GEN?
• Transfer of wealth
• Time, talent, treasure, and TIES
• Lifelong giving
• Hungry for leadership
• Want impact
• Ambassadors
• Lots of enthusiasm

17. /emilydavisconsulting /AskEmilyD
In 2010, Millenials
volunteered 1.1 billion
hours of volunteer service
@CatholicVolNet
#nextgendonors
#nonprofit

18. HOW WE RECRUIT
/emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
COACHING &
MENTORING
ENCOURAGE
LEADERSHIP
ROLES
DEVELOP
PIPELINE
RECRUIT FROM
WITHIN
INVEST IN
TRAINING
PRIORITIZE
INCLUSIVITY

19. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
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

20. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit

21. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
GENERATIONAL PHILANTHROPY
Four Generations
Frame your messaging
Understand philanthropic motivations
Choose your platforms & tools
Cultivate contributions
Receive responses
Acknowledge gifts
Steward relationships

22. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
TRADITIONALISTS

23. Fundraising
/emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
BOOMERS
Administration
Programs
Philanthropy

24. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
GEN X

25. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
MILLENNIALS

26. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
MILLENNIALS
“Give us a clear call to action, let’s
problem-solve together. Tell us what
you are working on and let’s work on
this together.”

27. Impact &
Values
/emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
FAMILY PHILANTHROPY
Legacy &
History
Family
Systems
Theory
Financial
management

28. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
ENGAGEMENT
• Giving circles, tiered
fees
• Volunteerism
• Board & committee
leadership
• Planned giving
• Nonprofit start ups
• Events, tiered fees
• Collaborate with
young professionals
groups
• A-thons
• Peer-to-peer networks
• Family
• Philanthropic
resources

29. 6. Debrief,
evaluate, revise
/emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
1. Identify
young donors
and volunteers
as leaders
2. Create or use
existing
planning team
3. Ask team to
design &
implement
campaign
4. Provide
support
5. Host a
successful
campaign!
6 Steps to a
Next Gen
Campaign

30. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit

31. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
POWER OF SOCIAL MEDIA

32. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
HAVE A GIGGLE

33. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
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
@CatholicVolNet
#nextgendonors
#nonprofit

35. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
WHAT STINKS ABOUT SOCIAL MEDIA

36. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
WHAT ROCKS ABOUT SOCIAL MEDIA

37. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
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

38. /emilydavisconsulting /AskEmilyD
Adapt
or die!
@CatholicVolNet
#nextgendonors
#nonprofit
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
???
Every
generation
teaches us new
technology

39. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
BRING PEOPLE TO THE INNER CIRCLE
New Donors (Events,
Direct Mail)
Annual Donors (Direct
appeals, volunteers)
Major Donors
(Personal asks, Board &
committee)
Planned Gifts
(Personal
asks, anyone!)

40. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
SOCIAL MEDIA LADDER OF ENGAGEMENT
Happy bystanders
(Listen)
Spreaders
(Share)
Clients
(Money)
Evangelists
(Ask)
Instigators
(Create)

41. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit

42. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
SOCIAL MEDIA POLICIES

43. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
RELATIONSHIPS DON’T CHANGE
• Cultivate, steward,
& solicit
• Recognize
• Multi-channel
communications
• Meet one-on-one
• Develop
ambassadors
• Stewardship rather
than solicitation
• Effective database

44. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
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
@CatholicVolNet
#nextgendonors
#nonprofit
Every
generation
brings value
Legacy
influences
giving
New
generation,
new giving
innovations
Find shared
passions
It takes ALL
kinds to
change the
world

46. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit

47. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
DRAWING!

48. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
BOOKS FOR PURCHASE

49. /emilydavisconsulting /AskEmilyD
@CatholicVolNet
#nextgendonors
#nonprofit
Emily Davis, MNM
Emily Davis Consulting
(720) 515-0581
emily@emilydavisconsulting.com
emilydavisconsulting.com
emilydavisconsulting.com/blog