This document discusses engaging next generation donors in philanthropy. It notes that $59 trillion will be transferred to next generations and explores differences between generations in how and how often they donate. While next generations often donate less, this may be due to life stage rather than generation. New technologies have expanded philanthropic opportunities. Engaging families in discussions about giving history and passions can inspire multigenerational giving plans. Each generation brings new skills and innovations to further philanthropic causes.

1. /emilydavisconsulting /AskEmilyD #nextgendonors
THE PHILANTHROPY TABLE:
EVERYONE INVITED!
Center for Nonprofit Excellence
Partners in Philanthropy

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

3. /emilydavisconsulting /AskEmilyD #nextgendonors
A LITTLE ABOUT ME

4. /emilydavisconsulting /AskEmilyD #nextgendonors
THE DAVIS FAMILY

5. /emilydavisconsulting /AskEmilyD #nextgendonors
GENERATIONAL ASSUMPTIONS
$59 Trillion
Transfer of
Wealth

6. /emilydavisconsulting /AskEmilyD #nextgendonors
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

7. /emilydavisconsulting /AskEmilyD #nextgendonors
Next Gen gives less often and less
money than older generations.
Generational
or
life stage?

8. /emilydavisconsulting /AskEmilyD #nextgendonors
“There are these
Kiva loans and
there are these
social businesses
and there are
these double-
bottom line, triple
bottom-line
investments.
There are a million
different ways to
be philanthropic in
2012 that there
weren’t in 1985.”
“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.”
“My family
has taught
me almost
everything I
know about
giving and
how to give.”

9. /emilydavisconsulting /AskEmilyD #nextgendonors
In 2010, Millenials
volunteered 1.1
billion hours of
volunteer service

10. /emilydavisconsulting /AskEmilyD #nextgendonors
Greater
education
may influence
philanthropy
Interest
in global
impact
Opportunities
to teach & talk
about lifetime
giving now

11. /emilydavisconsulting /AskEmilyD #nextgendonors
HOW WE GIVE

12. /emilydavisconsulting /AskEmilyD #nextgendonors
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

13. /emilydavisconsulting /AskEmilyD #nextgendonors
TAKE THE NEXT STEPS
Giving History & Legacy Motivations & Passions Giving Plan
Engage Everyone Take a…

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

15. /emilydavisconsulting /AskEmilyD #nextgendonors
ARE YOUR READY TO ROCK?

16. /emilydavisconsulting /AskEmilyD #nextgendonors
JOIN ME FOR A SIGNING
“Emily Davis shows us that
in philanthropy there can
be no ‘kid’s table’ at
Thanksgiving! Fundraising
and the Next Generation
gives us the roadmap for
how to engage multi-
generations of staff, donors,
board members, and
community leaders and
achieve a much better
philanthropic outcome for
all. A must read!”
- Josie Heath, The Community
Foundation Serving Boulder
County

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