Purposeful Planning Collaboration Rendezvous 2013

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NextGen Philanthropy presentation in conjunction with Deborah Goldstein, Enlightened Philanthropy

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  • 1.nextgendonors.org #nextgendonors facebook.com/nextgendonors Purposeful Planning Collaboration Rendezvous Aug. 1-3, 2013 Broomfield, CO

2. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 2 Next Gen Donors Activity What is the name, age, gender (Male, Female, Transgendered), and relationship status of your donor? What kind of work do they do, professionally? Where do they live now? Where are they from? Where do they fund? What kinds of causes are they passionate about? What influences them? Where did they learn about philanthropy? How are they introduced to new organizations? What role does technology play in their philanthropy? In their lives? What resources do they offer to the causes they are passionate about? How do they define success in their giving? 3. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 3 Who is Gen 2 and gen 3? By generations or by wealth transfer 4. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 4 New Economic Models The Sharing Economy Latitude Research The Creative Economy Richard Florida New Wealth The Emergence Collective The App Store Economy Digital Buzz Blog Idea Economy iGenTribe.com 5. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 5 Next Gen Workforce 6. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 6 Social Change Social Investing Social Return on Investing Social Entrepreneurship Social Finance/ Social Capital Shared Value Collective Impact Social Innovation Social Good 7. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 8 The Next Generation 8. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 9 Why Next Gen Donors? 9. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 10 85% 10. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 11 Next Gen Donors in this Study 11. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 13 Summary of 4 Key Findings Driven by Values, Not Valuables Impact First Time, Talent, Treasure and Ties Crafting their Philanthropic Identities 12. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 14 Driven by Values, Not Valuables Values drive these next gen major donors, not valuables values they often say they have learned from parents and grandparents. They fund many of the same causes that their families support and use many of the same methods their families use, but are interested in exploring new tools as well. Most of all, they are ready to be donors and all that the term entails now. KEY FINDING #1 13. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 15 They see philanthropic strategy as the major distinguishing factor between themselves and previous generations. They see previous generations as more motivated by a desire for recognition or social requirements, while they see themselves as focused on impact, first and foremost. They want impact they can see, and they want to know that their own involvement has contributed to that impact. They want to use any necessary strategies, assets, and tools new or old for greater impact. Impact First KEY FINDING #2 14. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 16 15. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 17 They want to develop close relationships with the organizations or causes they support in order to solve problems together withthose whom they support. They have grown up volunteering, and they still want to offer their time, but in meaningful ways. Peer networks are where they learn about and share about causes and experiences important to them. They believe that collaborating with peers makes them all better donors, and extends their impact. They want to give their full range of assets their treasure, of course, but also their time, their talents, and even their ties, encouraging others to give. Time, Talent, Treasure and Ties KEY FINDING #3 16. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 18 These next gen major donors are still figuring out who they will be as donors. Many are in their twenties, experiencing a move from adolescence to emerging adulthood and developing a sense of self. They learn most from seeing and doing, or even hearing from others about their own authentic experiences of seeing and doing. Rather than waiting until the sunset of their lives to decide who they are as philanthropists and what legacies they want to leave, these next gen major donors actively craft their identities now and actively think about their own legacies. Crafting their Philanthropic Identities KEY FINDING #4 17. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 22 4 Most Important Influences on Learning and Developing Personal Philanthropy 18. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 23 Who Influences Next Gen Donors? 19. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 24 Technology and Next Gen 20. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 25 The Changing Workflow Donor CharityAdvisor DATA 21. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 26 Generational Personalities The events and conditions each of us experiences during our formative years determines who we are and how we see the world. Lynne C. Lancaster & David StillmanLynne C. Lancaster & David Stillman When Generations Collide 22. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 27 20th Century Generations Baby Boomers 1946-1964 Traditionalists 1925-1945 Generation X 1965-1980 Generation Y/Millennials 1981-1999 23. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 28 Traditionalists 1925-1945 75 Million Events and Conditions The Great Depression Segregation Holocaust World War I parents, WWII The Korean War The New Deal The G.I. Bill Movies Values and Traits Patriotism, loyalty, selflessness Waste not, want not Save for a rainy day Faith in community and institutions 24. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 29 Baby Boomers 1946-1964 80 Million Events and Conditions Booming post-war economy Television Apollo 11 Moon Landing Civil rights movement Womens movement Anti-war movement Brown vs. Board of Education JFK & MLK Jr. assassinations Founding of State of Israel Cold War Six Day War Values and Traits Optimism and idealism Equal rights and activism Competition 25. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 30 Generation X 1965-1980 46 Million Events and Conditions Watergate Iran Contra Downsizing of corporations Latchkey kids AIDS Crack Divorce rate tripled Challenger explosion Values and Traits Skepticism (Government, Market and Marriage) Independence Resourcefulness 26. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 31 Generation Y/Millennials 1981-1999 76 Million Events and Conditions Oklahoma City Columbine September 11, 2001 Katrina and Rita The Internet Cell phones Text and Instant Messaging Social Networking Values and Traits Realism Pragmatism Diversity 27. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 32 Your Generation Events and Conditions Values and Traits Your own ideas about the characteristics of your generation... 28. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 33 Case Studies Ben & Michelle Family business, 40, 3 children President of an upstream oil & gas company Well educated and well travelled Family patents on energy technology Social impact investor Winters in the Cayman Islands Donates in excess of $100K annually 1 Gill Brothers Their Opportunity Foundation Mid-30s Christian Working class family Hockey and sports 2 29. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 34 Creating your charitable giving strategy 30. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 35 Association of Baltimore Area Grantmakers Association of Small Foundations Bolder Giving Council on Foundations Council of Michigan Foundations Emerging Practitioners in Philanthropy Forum of Regional Association of Grantmakers Grand Street GrantCraft Indiana Grantmakers Alliance Jewish Communal Fund Jumpstart Liberty Hill Foundation The Minneapolis Foundation National Center for Family Philanthropy Resource Generation A network of partner organizations helped gather data for the project: The Next Gen Donors research project is a collaboration of 21/64 (2164.net) and the Dorothy A. Johnson Center for Philanthropy (johnsoncenter.org). The project is funded by the supporters of the Frey Chair for Family Philanthropy at the Johnson Center, the Andrea and Charles Bronfman Philanthropies, the Max M. and Marjorie S. Fisher Foundation, Grand Valley State University and the Eugene and Agnes E. Meyer Foundation, and an anonymous donor. Acknowledgements 31. nextgendonors.org #nextgendonors facebook.com/nextgendonors 2013 Johnson Center for Philanthropy and 21/64 36 Contact Info Deborah Goldstein deborah@enlightenedphilanthropy.com 831-373-3406 Gena Rotstein gena@dexterityconsulting.ca 403-860-7572

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