stewardship for generationsstewardshipforus.com/wp-content/uploads/2015/05/mewert... · 2015. 5....
TRANSCRIPT
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Stewardship for GenerationsUUA MidAmerica Regional Assembly, 2015
Presented by, Mark EwertStewardship Consultant, Author, Coach
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• Our Hosts• Mark Ewert• The Stewardship for Us Team• Who is in the room?
Thanks & Introductions
www.stewardshipforus.com | [email protected] | 202.780.7487
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• What do you carry?• Ways of paying• Devices
Thanks & Introductions
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Generational Theory• Our birth cohort influences our understanding,
priorities, and behavior • We develop natural ease with those who experience
the same formative events at similar developmental stages
• Use our past to understand the future
Generations Theory
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Generations OR:• Gender • Cultural background (Scottish, Jewish)• Racial context (Asian, Latino)• Region (Midwestern, Southern)• Socio-economic, rural/urban, etc.
Generations Theory
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• Historical Context• Where were you when? Man on moon, Kennedy
or MLK assassinated, 9/11• Technological developments: Model T, Walkman,
IPhone• Cultural Trends: Prohibition, sexual liberation, gay
marriage
Generations Theory
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• GIs/”Greatest”• 1901-1924, 91-114 yrs old
• Silents• 1925-1941, 74-90 yrs old
• Boomers • 1942-1960, 55-73 yrs old
The Generations
Warren Buffett, b. 1930
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• 13ers (Gen X) • 1961-1981, 34-54 yrs old
• Millenials (Gen Y) • 1982-2004, 11-33 yrs old
• Homeland Gen• 2005-present, birth-10 yrs old
The Generations
Jan Koum, b. 1976WhatsApp
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Generational Qualities
GI and Silent:• Formative experience (Depression, WW II):
Pennies/Nickels in collection box• Money = security• Motivation: Giving is a public
responsibility, a necessity. Orientation toward own congregation, denomination.
Doris Duke, b. 1912
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Generational Qualities
Boomer and 13er Gen• Formative experiences: Post War econ boom,
upward mobility, more advertising, growing disparity: Spotty to no stewardship experience
• Money = tool• Motivation: Giving is a personal option, not public
necessity; looking for community with spiritual elements (not religion first). Community service and social justice
Bill Gates, b. 1955Melinda Gates, b. 1960
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Generational Qualities
Millenials• Formative experience: 9/11, Perpetual
presence of war, Barrage of advertising, Education debt larger than consumer debt, Even greater disparity between rich and poor, great recession.
• Money = tool in a multi-approach strategy• Motivation: Impact (outcome more than
organization). Social change internationally. Mark Zuckerberg, b. 1984
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Generational Stewardship
GI and Silent: • Stewards: sacrifice and commitment.• Appeal: About institutional stability, denominational
commitment• Strategy: Assurance from lay leaders. Newsletters,
brochures. Reliable process. Personal conversations.• Format, vehicle: Likely pledgers, likeliest tithers. Cash,
check, special fund. Legacy giving, capital campaign.
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Generational Stewardship
Boomer and 13er Gen• Stewards: lack of experience, possible distrust.• Appeal: Trusts institution only if it “works”, interfaith work.
About individual’s need to give and spiritual growth. Discerning want vs need.
• Strategy: Educate, provide control and choice. Congregation models giving. Budget process is monitored.
• Format: pledging after “getting it”, share the plate, other social and in person opportunities to give. Rapidly adopting digital, Charge cards, Donor Advised Funds.
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Generational Stewardship
Millenials• Stewards: Culture is more toward contribution than pledging. • Appeal: Peer influence, deep change.• Strategy: volunteering, immediate giving opportunities.
Minister influence (sermons on stewardship), electronic conversation with peers
• Format: Electronic giving, debit cards. Online events (Giving Tuesday) and digital social. Spontaneous giving. Some indication of going back to cash.
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Financial Life Stages
Chart is outdated, but illustrates income and financial commitment in life stages.
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Financial Life Stages
Consider Adult Cohorts• College Age• Young Adult• Young Families/Entrepreneurs• Middle Age• Pre-Retirement• Retired• Elders
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Financial Life Stages
Responding to Adult Cohorts (1)• Provide support and information appropriate to the
financial lifestage• Ask them their preferences• Ask them their motivations• Track new members by generation
• Understand demographics
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Financial Life Stages
Responding to Adult Cohorts (2)• Financial literacy for each lifestage• Testimonials by each generation and/or lifestage
• In appropriate formats• Track giving by generation
• Average amount, giving format, what prompts response • AND intergenerational appeals: Many people value our
congregations as multi-generational communities!
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Thanks!• Attendees• Our Hosts
Closing Thanks
Mark EwertStewardship Consultant, Author, Coach