fundraising and the next generation (trec)

@TRECEducation #nextgendonors

#philanthropy /emilydavisconsulting /AskEmilyD

PHILANTHROPY’S NEXT GENERATION NOW

TRAINING RESOURCES FOR THE ENVIRONMENTAL COMMUNITY

October 1, 2015 Emily Davis, MNM, CGT Emily Davis Consulting



TURN ON YOUR TECH

Follow the conversation… @AskEmilyD @TRECEducation #nextgendonors #philanthropy



What’s a QUESTION you

have?

What’s an organizational

CHALLENGE you’ve had?

POLL QUESTION



OUTCOMES



WHO ARE THE GENERATIONS?



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



POLL QUESTION

How many generations do

you have represented in

your org?

q One q Two q Three q Four



GENERATIONAL ASSUMPTIONS

$59 Trillion Transfer of

Wealth



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



US WORKFORCE BY GENERATION



PARTNERS NONPROFITS

BOARD MEMBERS

DONORS STAFF

VOLUNTEERS



WHAT WE WANT



WHY ENGAGE THE NEXT GEN?



Ø  55% of Millennials donated 10 – 20 hours in the last month.

Ø  52% of Millennials donated 4 - 10 hours in the last month.

Ø  26% of Millennials donated no volunteer time



MILLENNIAL MOTIVATIONS*



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

Create culture



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



TRADITIONALISTS



BOOMERS

Philanthropy

Programs

Fundraising Administration



GEN X



MILLENNIALS



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.”



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



FAMILY PHILANTHROPY

•  Engage all generations

•  Major donors have children & grandchildren

•  Family legacy •  Listen to & learn

from next gen •  Provide resources &

networks

Legacy & History

Family Systems Theory

Financial management

Impact & Values



1. Identify young

volunteers as leaders

2. Create or use existing

planning team

3. Ask team to design &

implement event or campaign

4. Provide support

5. Host a successful campaign/

event!

6. Debrief, evaluate, revise

6 Steps to a Next Gen Campaign



POWER OF SOCIAL MEDIA



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)



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



THE GOOD AND THE BAD

VS.



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



Make sure the person or people who are managing your social media are the same people you would put in front of the local media.



SOCIAL MEDIA POLICIES



FUNDRAISING BASICS DON’T CHANGE

Prospecting Identification Preparation

Cultivating Build the Relationship

Engage the Donor Ask for the Gift

Stewarding Recognition Reporting Communicating Engagement



SPHERES OF INFLUENCE

New gifts

Annual donors

Midsize donors

Major donors

Planned giving



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



ONE TAKE AWAY



Every generation

brings value

Legacy influences

giving

New generation, new giving innovations

Find shared passions

It takes ALL kinds to

change the world



Emily Davis, MNM Emily Davis Consulting

(720) 515-0581 [email protected]

emilydavisconsulting.com

fundraising and the next generation (trec)

Government & Nonprofit