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PHILANTHROPY’S NEXT GENERATION NOW

YNPN Denver

February 2015

Emily Davis, MNM, CGT

Emily Davis Consulting



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TURN ON YOUR TECH

Follow the conversation… @AskEmilyD @YNPNDenver #nextgendonors #nonprofit



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A LITTLE ABOUT ME



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30 seconds or less

Name & Role

Question for Today

Recruitment Challenge

A LITTLE ABOUT YOU…



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WHO ARE THE GENERATIONS?



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GUESS THE GENERATION

q Traditionalist q Boomer q Generation X q Millenial

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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



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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



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GENERATIONAL ASSUMPTIONS

$59 Trillion Transfer of

Wealth



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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?



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IMPACT ON OUR WORK



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WHAT IS THE IMPACT?

PARTNERS NONPROFITS

BOARD MEMBERS

DONORS

STAFF

VOLUNTEERS



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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, $



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WHAT TENURED PROFESSIONALS WANT



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WHAT THE NEXT GEN WANTS



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WHY ENGAGE THE NEXT GEN?

•  Transfer of wealth •  Time, talent, treasure, and TIES •  Lifelong giving •  Hungry for leadership •  Want impact •  Ambassadors •  Lots of enthusiasm



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In 2010, Millenials volunteered 1.1 billion

hours of volunteer service



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COACHING & MENTORING

ENCOURAGE LEADERSHIP

ROLES

DEVELOP PIPELINE

HOW WE RECRUIT

RECRUIT FROM WITHIN

INVEST IN TRAINING

PRIORITIZE INCLUSIVITY



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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



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GENERATIONAL PHILANTHROPY

Fou

r G

ener

atio

ns

Frame your messaging

Understand philanthropic motivations

Choose your platforms & tools

Cultivate contributions

Receive responses

Acknowledge gifts

Steward relationships



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TRADITIONALISTS



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BOOMERS

Philanthropy

Programs

Fundraising Administration



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GEN X



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MILLENNIALS



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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.”



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FAMILY PHILANTHROPY

Legacy & History

Family Systems Theory

Financial management

Impact & Values



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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



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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. Debrief, evaluate, revise

6 Steps to a Next Gen Campaign



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POWER OF SOCIAL MEDIA



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HAVE A GIGGLE



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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)



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WHAT STINKS ABOUT SOCIAL MEDIA



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WHAT ROCKS ABOUT SOCIAL MEDIA



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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



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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



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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!)



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SOCIAL MEDIA LADDER OF ENGAGEMENT

Happy bystanders (Listen)

Spreaders (Share)

Clients (Money)

Evangelists (Ask)

Instigators (Create)



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SOCIAL MEDIA POLICIES



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RELATIONSHIPS DON’T CHANGE

•  Cultivate, steward, & solicit

•  Recognize •  Multi-channel

communications

•  Meet one-on-one •  Develop

ambassadors •  Stewardship rather

than solicitation

•  Effective database



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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



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Every generation

brings value

Legacy influences

giving

New generation, new giving innovations

Find shared passions

It takes ALL kinds to

change the world



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DRAWING!



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BOOKS FOR PURCHASE



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Emily Davis, MNM Emily Davis Consulting

(720) 515-0581 [email protected]

emilydavisconsulting.com emilydavisconsulting.com/blog

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