5. FUND DEVELOPMENT
• What are your
fundraising goals?
• What are your current
strategies?
• What activities are in
place for fundraising?
• What resources do
you have?
@edaconsulting
emilydavisconsulting.com
7. FUNDRAISING AND THE NEXT GENERATION
• Primer on the generations
• Points for engaging next
generation(s)
• How Gen X and Y view
volunteering
• Next generation of grant makers
• Harnessing online
communications
• Worksheets, plans, templates
@edaconsulting
emilydavisconsulting.com
9. WHAT
IS THE
GENERATION
TRADITIONALISTS
ALSO KNOWN
AS…
GENERATIONAL MIX?
BOOMERS
(1946-1964)
GEN XERS
(1965-1980)
MILLENIALS
(1981-1999)
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, multichannel
Multi-ethnic,
green, sexier,
celebrity
@edaconsulting
(1900-1945)
emilydavisconsulting.com
12. MULTIGENERATIONAL NONPROFITS
BOOMERS
(1946-1964)
GEN XERS
(19651980)
MILLENIALS
(1981-1999)
Top down,
conformist
Hierarchy, earn
your respect/
ladder
Flexible,
inclusive, selfreliant
Mutual respect,
shared leadership
WORK STYLE
Separate home &
work, hardworking, loyal,
thrifty
Flexibility,
workaholic,
Collaborative
&
independent,
direct
communicatio
n, quick fix,
virtual office
Multi-tasking,
Collaborative/inde
pendent, question
status quo
MOTIVATORS
Authority, value
work for work’s
sake (less personal
meaning)
Hierarchy,
respect, selfimprovement,
work,
materialism
Healthy
work/life
balance,
flexibility, $
Relationships,
challenges,
feedback, causes,
environment, $
GENERATION
TRADITIONALISTS
MGMT STYLE
@edaconsulting
(1900-1945)
emilydavisconsulting.com
13. WHAT TENURED PROFESSIONALS WANT
Next Gen Training
Acknowledgment
Engagement
Respect for
legacy
Dialogue
@edaconsulting
emilydavisconsulting.com
14. WHAT THE NEXT GEN WANTS
Advice
Acknowledgment
Shared ownership
Opportunity to
lead
Flexibility
Sector history
@edaconsulting
emilydavisconsulting.com
15. MULTI-GEN DEVELOPMENT FUNCTION
• Develop a pipeline
• Integrate new leadership
ideas & shift roles
• Evaluate & redesign
current structures
• Recruit from within
• Welcome new leadership
• Peer coaching
• Prioritize inclusivity
@edaconsulting
emilydavisconsulting.com
16. POLL TIME!
• Is your organization
engaging generation X and
Y as organizational leaders
such as board members?
• Do you have any strategies
for fundraising from next
gen, individual donors?
• Do you work with any
multi-gen family
foundations?
@edaconsulting
emilydavisconsulting.com
17. Why engage the next gen
Next gen philanthropy style
Entry points and engagement
MULTI-GEN PHILANTHROPY
@edaconsulting
emilydavisconsulting.com
18. WHY ENGAGE THE NEXT GEN?
• Transfer of wealth
• Lifelong giving
• Time, talent,
treasure, & ties
• Networks
• Enthusiastic
• Ambassadors
@edaconsulting
emilydavisconsulting.com
19. GENERATIONAL PHILANTHROPY
Four Generations
Understand their philanthropic motivations
Frame your messaging
Choose your platforms & tools
Cultivate their contributions
Receive their responses
Acknowledge their gifts
Steward relationships
@edaconsulting
emilydavisconsulting.com
20. FUNDRAISING
FROM
TRADITIONALISTS
• Direct mail & peer-to peer
fundraising is best
• Write checks
• Smaller group
• Lifelong giving began in
their 30s
• Less opportunity for new
NPOs
• Protects privacy
@edaconsulting
emilydavisconsulting.com
21. FUNDRAISING FROM BOOMERS
• Mix both new & traditional
strategies
• Plan their giving
• Consider operational &
overhead costs
• Use mainstream media as
an entry point
• Lifelong giving begins in
their 30s
@edaconsulting
emilydavisconsulting.com
22. FUNDRAISING FROM GEN X
• Friends/family/peers are
influencers
• Stories have a greater
impact than loyalty
• Consistently give largest
gift to the same charity
annually
• Donate the most through
websites (30%)
• Hard to recruit to your
cause
@edaconsulting
emilydavisconsulting.com
23. FUNDRAISING FROM MILLENIALS
• Philanthropy is time and
money
• Lower cost to recruit
(online participation)
• Multi-communications
approach
• Engaged in fundraising for
orgs
• Donate in a variety of
ways
@edaconsulting
emilydavisconsulting.com
24. WHERE ARE THEY?
• Existing donors
• Volunteers
• Young professional
events & groups
• Media (i.e. 40
under 40)
• Colleges &
universities
@edaconsulting
emilydavisconsulting.com
25. ENTRY POINTS
• Events – tiered fees
• Partner with young
professionals’ groups
• A-thons
• Giving Circles –
tiered fees
• Volunteering
• Peer to peer
networks
• Board and
committee
participation
• Family
• Planned Giving
• Philanthropic
resources
• Nonprofit Start Ups
@edaconsulting
emilydavisconsulting.com
26. FAMILY PHILANTHROPY
• Major donors have
children &
grandchildren
• Family legacy
• Engage all
generations
• Listen & learn from
the next gen
• Provide resources
& networks
@edaconsulting
emilydavisconsulting.com
27. NEXT GEN ENGAGEMENT
• Create ambassadors
• Provide trainings
• Offer networking &
resources
• Bring on as
volunteers, staff,
board members
• Listen and learn
• Snowflakes
@edaconsulting
emilydavisconsulting.com
28. GREAT EXAMPLE
• Prepare investment & resources
• Service learning
• Regular professional
development
• Unique networking events
• Communications
• Leadership
• Staff support
• Pipeline to greater engagement
@edaconsulting
emilydavisconsulting.com
29. 1. Identify
young donors
and volunteers
as leaders
2. Create or use
existing
planning team
6. Debrief,
evaluate, revise
6 STEPS TO A NEXT
GEN CAMPAIGN OR
EVENT
3. Ask team to
design &
implement
fundraising
event or activity
5. Host a
successful
campaign/even
t!
4. Provide
support
@edaconsulting
emilydavisconsulting.com
30. ARE YOU READY TO ROCK?
What else would be
helpful in taking the
first steps towards
fundraising with and
from the next
generation?
@edaconsulting
emilydavisconsulting.com
31. 5 THINGS TO DO TODAY
1. Make a plan
2. Watch other orgs
3. Attend trainings &
ask for support
4. Invite
participation
5. Support new
ideas
@edaconsulting
emilydavisconsulting.com
32. RESOURCES
• Fundraising and the Next Generation
• Working Across Generations
• Next Gen Donors: Respecting Legacy, Revolutionizing
Philanthropy
• The Networked Nonprofit
• The Next Generation of American Giving
• Millenial Donors Report
• Young Nonprofit Professionals Network (YNPN)
• 21/64
• Resource Generation
• Emerging Practitioners in Philanthropy (EPIP)
• National Center for Family Philanthropy
@edaconsulting
emilydavisconsulting.com