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connectivity + relationships + engagement
                generations


         Graeme F. Byrd                  Scott H.M. Stein
     graemefbyrd@me.com             scotthmstein@gmail.com
          @graemefbyrd                    @scotthmstein
 www.linkedin.com/in/graemefbyrd   www.linkedin/in/scotthmstein

                                     Nov. 29, 2012 - Portland State University
Technology
Social Media
 Millennials
Fundraising


               Nov. 29, 2012 - Portland State University
Our Background


• Business and non-profit development
• 20+ years experience engaging millennials
• Technology, marketing, education, non-profit,
 sustainability, environmental, social
 entrepreneurship, social enterprise, political,
 culture, and arts
• Triple Bottom Line




                                                   Nov. 29, 2012 - Portland State University
Generations    Connectivity   Relationships            Engagement



Who are the
millennials?              ?




                                          Nov. 29, 2012 - Portland State University
What are your perceptions about
 technology and generations?




                         Nov. 29, 2012 - Portland State University
What resonates more to you?
The Beatles, Pearl Jam or High School Musical?

    In 2011 a “silver tsunami” hit the US: the oldest baby
      boomers reach the US legal retirement age of 65.

     76% of baby boomers get their news from the TV.

             Do you sleep with your cell phone?
           68% of Gen Xers do. 50% of boomers.



                                                                        Source: Pew Research


                                               Nov. 29, 2012 - Portland State University
Who are we?

Millennials
• Other terms: Generation Y, WE generation, Echo Boomers, Gen Next.
• Born between late 1970s to late 1990s.
• Characteristics: increased use and familiarity with communications,
  media, and digital technologies.
• Tendency to be more culturally liberal.
• Phrase Generation Y first appeared in an August 1993 Ad Age editorial to
  describe teenagers of the day.

• Subset: Generation Hot (born after June 23, 1988).

Generation Connected (Gen C)
• Born after 2000.

                                                        Nov. 29, 2012 - Portland State University
The Generations

       Matures                      Boomers                             Gen X
   Born: 1945 or earlier          Born: 1946 -1964                Born: 1965 - 1980
    US Pop: 39 million            US Pop: 78 million              US Pop: 62 million

      Technology                    Technology                     Technology
  6% on social networks        30% on social networks         50% on social networks
 Send 0 SMS in 24 hours        Send 5 SMS in 24 hours        Send 12 SMS in 24 hours

         Giving                        Giving                        Giving
    79% give to orgs              67% give to orgs              58% give to orgs
Annual Contribution: $1066     Annual Contribution: $901     Annual Contribution: $796


                                                                         Source: The Next Generation of Giving


                                                           Nov. 29, 2012 - Portland State University
The Millennials
Diversity
• 20% of the millennials are Hispanic
• 14% of the millennials is African-American
Technology
• 75% have a profile on a social network
• 20 texts in 24 hours
• 41% of millennials have made a purchase using their smartphone
• 64% believe new technologies make people more efficient
Community
• 61% of 13-25ers feel personally responsible for making a difference in the world
• 21% of Millennials say helping people in need is one of the most important things
• 56% give to organizations
• Average contribution/year: $341
                                                                  Source: Pew Research, The Next Generation of Giving


                                                              Nov. 29, 2012 - Portland State University
The Millennial Segments

                Hip-ennial                                 Gadget Guru
   “I can make the world a better place.”            “It’s a great day to be me.”




            Millennial Mom                           Clean + Green Millennial
      “I love to work out, travel, and               “I take care of myself and
             pamper my baby.”                          the world around me.”


            Anti-Millennial                            Old-School Millennial
“I’m too busy taking care of my business    “Connecting on Facebook is too impersonal,
and my family to worry about much else.”         let’s meet up for coffee instead.”
                                                                                       Source: BCG Analysis


                                                              Nov. 29, 2012 - Portland State University
Business Environment
• Workforce: Millennials will make up over 50% by 2014
• Sustainable: 96% want an environmentally aware
 workplace
• Flexible: 56% prefer to work flexibly and choose when
 to work
• Mobile: 79% prefer to be mobile rather than static
 workers
• Collaborative: 41% prefer to have access to a team
 space; 32% prefer breakout spaces rather than meeting
 rooms

                                                                         Source: Pew Research


                                                Nov. 29, 2012 - Portland State University
Behavior
• Life is better in disorder - mix things up; not expected life
    progression                                                                   “It is no coincidence
                                                                                 that the rise of global
•   Better together - collaborative
                                                                                  philanthropy mirrors
•   Success is not measured in dollars - emotional challenges/                      the growth of the
    rewards inspire as much as money                                             Millennial generation.
•   Real deals are free - give a little, get more in return                       Millennials are more
•   The life of luxury doesn’t have to wait - quality is important               connected, cognizant,
•   No intention of waiting for the world to come to an end - not                   and committed to
    going to wait; do what works for them                                           tackling society’s
                                                                                 ongoing challenges of
                                                                                  a global scope than
• “Flexible Loyalists”                                                           any generation before
• Make a living and do good for the world                                                 them...”
• Less likely to take recommendations from friends/family; more                     Andrew Ho, manager of
    likely to utilize User Generated Content                                       global philanthropy for the
                                                                                    Council on Foundations
•   Global Economy
                                      Do good. Do well.      Source: Pew Research, The Millennial Impact Report 2012, Huffington Post


                                                                          Nov. 29, 2012 - Portland State University
Why now?




           Nov. 29, 2012 - Portland State University
The Landscape
                                       Over 50% of the population is
   World                                    under the age of 30

 Millennials                       Over 96% have joined a social network

   Adults                       Spend over 15 hours a week on the internet

Social Media                  #1 activity on the internet; no longer pornography

Recruitment                         80% of companies use social media

Broadband                       Access will grow from 55% to 90% by 2012

               Years to reach 50 million users


   Radio             TV                      Internet                              iPod
  38 years        13 years                   4 years                              3 years
                                                                                  Source: Socialnomics


                                                        Nov. 29, 2012 - Portland State University
Generations    Connectivity   Relationships            Engagement



Who are the
millennials?              ?




                                          Nov. 29, 2012 - Portland State University
Technology


                                             161 million users
    901 million users                    2 new users each second
Over 58% sign in each day                 Over 60% outside U.S.
 Average of 130 friends                  Execs from all Fortune 500




    200 million users                        11.7 million users
  140m Tweets per day                          60% women
1,200 Tweets/second (tps)                   51% between 25-44
                                                           Source: Facebook, LinkedIn, Twitter, Pinterest


                                                  Nov. 29, 2012 - Portland State University
Networks




  Strong
   Ties


 Weak Ties

                       Temporary Ties
             Nov. 29, 2012 - Portland State University
Generations    Connectivity   Relationships            Engagement



Who are the
millennials?              ?




                                          Nov. 29, 2012 - Portland State University
What does philanthropy mean to you?




                          Nov. 29, 2012 - Portland State University
Definition
              philanthropy
Traditional


              noun
              •The desire to promote the welfare of others, expressed esp. by the generous
              donation of money to good causes.
              •A philanthropic institution; a charity.

              philanthropy
              noun
Millennial




              •That the "love of what it is to be human" is the essential nature and purpose of
              humanity, culture and civilization.
              •Asserts that our nature and purpose in life is educational—to make ourselves
              more fully humane through self-development, pursuing excellence (arete) of body,
              mind and spirit.

                                                                      Nov. 29, 2012 - Portland State University
What is the key to fundraising?




                         Nov. 29, 2012 - Portland State University
What is the key to fundraising?




         Relationships




                         Nov. 29, 2012 - Portland State University
What are the five things you need to
     happen before you give?




                           Nov. 29, 2012 - Portland State University
Difference

 How different are the relationships and
giving for Millennials and Baby Boomers?

  Millennials               Boomers




                               Nov. 29, 2012 - Portland State University
Difference

 How different are the relationships and
giving for Millennials and Baby Boomers?

  Millennials               Boomers



                Not very.
                               Nov. 29, 2012 - Portland State University
Generations    Connectivity   Relationships            Engagement



Who are the
millennials?              ?




                                          Nov. 29, 2012 - Portland State University
Building

How do you build relationships?




                          Nov. 29, 2012 - Portland State University
Generational Giving
Matures      Boomers      Gen X                    Millennials
39 million   78 million   62 million                    79 million

 Giving       Giving       Giving                        Giving
79% give     67% give     58% give                      56% give
$1066 / yr   $901 / yr    $796 / yr                     $341 / yr




                                                     Source: The Next Generation of Giving


                                       Nov. 29, 2012 - Portland State University
Generational Giving
Matures                 Boomers       Gen X                    Millennials
39 million               78 million   62 million                    79 million

 Giving                    Giving      Giving                        Giving
79% give                  67% give    58% give                      56% give
$1066 / yr                $901 / yr   $796 / yr                     $341 / yr



        The Usual Suspects                 The Un-Usual Suspects
        Mail, in-person asks,                       ?
       events, planned giving




                                                   Nov. 29, 2012 - Portland State University
Pondering



• How to engage the younger generation in giving and community?
  • How to involve/engage this generation of change agents?
  • Why does this generation give?
  • How to raise funds from this generation?



                                              Nov. 29, 2012 - Portland State University
Millennials overwhelmingly showed that they prefer to donate through the web with 70% of

                        Millennial Giving
respondents having made 2011 gifts online through a nonprofit’s webpage. This makes the case
for having a great website as the online hub for your organization even more important. While new
technologies are catching on in engagement of Millenials, more traditional means still bring value to

they sent a gift in the mail, although it’s unclear whether direct mail or some other form of appeal
prompted the gift.

IN 2011, HOW DID YOU MAKE YOUR                             HOW WOULD YOU PREFER TO
DONATION(S)?                                               MAKE YOUR DONATION TO A
                                                           NONPROFIT ORGANIZATION?
                    70%                                     1. I prefer to give online
                                                            2. I prefer to give in person
                             39%                            3. I prefer to give VIA mail
                                                                * Respondents were asked to
                                                                  rank their top 3 preferences


15%
verbalLY     mail   online     in payroll facebook         TEXT OR
                                                          MOBILE SITE
                                                                        other
OVER PHONE                   person deductions
In focus groups, participants differed on the subject of direct mail, some thinking that it would stand
out as they now only get junk mail; others saying “save a tree” and money. Others supported a
multi-channel approach, saying while they may read the direct mail and be influenced to give, they
would still donate online, as they are unlikely to have stamps or checks.
                                                                                                 Source: The Millennial Impact Report 2012


                                                                                    Nov. 29, 2012 - Portland State University
What is Different? How you build those relationships?




                                     Nov. 29, 2012 - Portland State University
Technology is NOT a panacea for fundraising...
it’s a strategy to build, maintain and strengthen
                   relationships.




                                     Nov. 29, 2012 - Portland State University
Is Facebook helpful?

Facebook Advertising is Used Primarily to Meet
Non-Fundraising Goals

Using Facebook Advertising: 12%
Awareness: 66%
Base Building: 54%
Other Calls to Action: 33%
Fundraising: 24%
                                         Source: Nonprofit Social Network Benchmark Report


                                    Nov. 29, 2012 - Portland State University
Ok, now what?


Examples:
•Young Leaders Boards
•Create Advocates
•Peer-to-Peer Events
•ROI: Show Impact


                          Nov. 29, 2012 - Portland State University
Answers


How you get in their pockets
• Campaigns with that have a sharable component
• Small monthly donations
• Events that encourage networking
• Show that there donation is valuable
 (either alone or in groups)
• Other Millenials are involved - “The thing to do.”


                                             Nov. 29, 2012 - Portland State University
Recap



• Facebook alone is not the answer.
• Giving grows over time.
• Relationships do matter (no matter how old you are).
• Tax deduction not always relevant.
• Try new things - be innovative and flexible.



                                               Nov. 29, 2012 - Portland State University
It’s a wrap


      “The world doesn’t change one person at a
     time. It changes as networks of relationships
       form among people who share a common
                vision of what’s possible.”
                                  Margaret Wheatley


        Graeme F. Byrd                                      Scott H.M. Stein
    graemefbyrd@me.com                                 scotthmstein@gmail.com
         @graemefbyrd                                        @scotthmstein
www.linkedin.com/in/graemefbyrd                       www.linkedin/in/scotthmstein

                                                        Nov. 29, 2012 - Portland State University

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(connectivity + relationships + engagement) / generations

  • 1. connectivity + relationships + engagement generations Graeme F. Byrd Scott H.M. Stein graemefbyrd@me.com scotthmstein@gmail.com @graemefbyrd @scotthmstein www.linkedin.com/in/graemefbyrd www.linkedin/in/scotthmstein Nov. 29, 2012 - Portland State University
  • 2. Technology Social Media Millennials Fundraising Nov. 29, 2012 - Portland State University
  • 3. Our Background • Business and non-profit development • 20+ years experience engaging millennials • Technology, marketing, education, non-profit, sustainability, environmental, social entrepreneurship, social enterprise, political, culture, and arts • Triple Bottom Line Nov. 29, 2012 - Portland State University
  • 4. Generations Connectivity Relationships Engagement Who are the millennials? ? Nov. 29, 2012 - Portland State University
  • 5. What are your perceptions about technology and generations? Nov. 29, 2012 - Portland State University
  • 6. What resonates more to you? The Beatles, Pearl Jam or High School Musical? In 2011 a “silver tsunami” hit the US: the oldest baby boomers reach the US legal retirement age of 65. 76% of baby boomers get their news from the TV. Do you sleep with your cell phone? 68% of Gen Xers do. 50% of boomers. Source: Pew Research Nov. 29, 2012 - Portland State University
  • 7. Who are we? Millennials • Other terms: Generation Y, WE generation, Echo Boomers, Gen Next. • Born between late 1970s to late 1990s. • Characteristics: increased use and familiarity with communications, media, and digital technologies. • Tendency to be more culturally liberal. • Phrase Generation Y first appeared in an August 1993 Ad Age editorial to describe teenagers of the day. • Subset: Generation Hot (born after June 23, 1988). Generation Connected (Gen C) • Born after 2000. Nov. 29, 2012 - Portland State University
  • 8. The Generations Matures Boomers Gen X Born: 1945 or earlier Born: 1946 -1964 Born: 1965 - 1980 US Pop: 39 million US Pop: 78 million US Pop: 62 million Technology Technology Technology 6% on social networks 30% on social networks 50% on social networks Send 0 SMS in 24 hours Send 5 SMS in 24 hours Send 12 SMS in 24 hours Giving Giving Giving 79% give to orgs 67% give to orgs 58% give to orgs Annual Contribution: $1066 Annual Contribution: $901 Annual Contribution: $796 Source: The Next Generation of Giving Nov. 29, 2012 - Portland State University
  • 9. The Millennials Diversity • 20% of the millennials are Hispanic • 14% of the millennials is African-American Technology • 75% have a profile on a social network • 20 texts in 24 hours • 41% of millennials have made a purchase using their smartphone • 64% believe new technologies make people more efficient Community • 61% of 13-25ers feel personally responsible for making a difference in the world • 21% of Millennials say helping people in need is one of the most important things • 56% give to organizations • Average contribution/year: $341 Source: Pew Research, The Next Generation of Giving Nov. 29, 2012 - Portland State University
  • 10. The Millennial Segments Hip-ennial Gadget Guru “I can make the world a better place.” “It’s a great day to be me.” Millennial Mom Clean + Green Millennial “I love to work out, travel, and “I take care of myself and pamper my baby.” the world around me.” Anti-Millennial Old-School Millennial “I’m too busy taking care of my business “Connecting on Facebook is too impersonal, and my family to worry about much else.” let’s meet up for coffee instead.” Source: BCG Analysis Nov. 29, 2012 - Portland State University
  • 11. Business Environment • Workforce: Millennials will make up over 50% by 2014 • Sustainable: 96% want an environmentally aware workplace • Flexible: 56% prefer to work flexibly and choose when to work • Mobile: 79% prefer to be mobile rather than static workers • Collaborative: 41% prefer to have access to a team space; 32% prefer breakout spaces rather than meeting rooms Source: Pew Research Nov. 29, 2012 - Portland State University
  • 12. Behavior • Life is better in disorder - mix things up; not expected life progression “It is no coincidence that the rise of global • Better together - collaborative philanthropy mirrors • Success is not measured in dollars - emotional challenges/ the growth of the rewards inspire as much as money Millennial generation. • Real deals are free - give a little, get more in return Millennials are more • The life of luxury doesn’t have to wait - quality is important connected, cognizant, • No intention of waiting for the world to come to an end - not and committed to going to wait; do what works for them tackling society’s ongoing challenges of a global scope than • “Flexible Loyalists” any generation before • Make a living and do good for the world them...” • Less likely to take recommendations from friends/family; more Andrew Ho, manager of likely to utilize User Generated Content global philanthropy for the Council on Foundations • Global Economy Do good. Do well. Source: Pew Research, The Millennial Impact Report 2012, Huffington Post Nov. 29, 2012 - Portland State University
  • 13. Why now? Nov. 29, 2012 - Portland State University
  • 14. The Landscape Over 50% of the population is World under the age of 30 Millennials Over 96% have joined a social network Adults Spend over 15 hours a week on the internet Social Media #1 activity on the internet; no longer pornography Recruitment 80% of companies use social media Broadband Access will grow from 55% to 90% by 2012 Years to reach 50 million users Radio TV Internet iPod 38 years 13 years 4 years 3 years Source: Socialnomics Nov. 29, 2012 - Portland State University
  • 15. Generations Connectivity Relationships Engagement Who are the millennials? ? Nov. 29, 2012 - Portland State University
  • 16. Technology 161 million users 901 million users 2 new users each second Over 58% sign in each day Over 60% outside U.S. Average of 130 friends Execs from all Fortune 500 200 million users 11.7 million users 140m Tweets per day 60% women 1,200 Tweets/second (tps) 51% between 25-44 Source: Facebook, LinkedIn, Twitter, Pinterest Nov. 29, 2012 - Portland State University
  • 17. Networks Strong Ties Weak Ties Temporary Ties Nov. 29, 2012 - Portland State University
  • 18. Generations Connectivity Relationships Engagement Who are the millennials? ? Nov. 29, 2012 - Portland State University
  • 19. What does philanthropy mean to you? Nov. 29, 2012 - Portland State University
  • 20. Definition philanthropy Traditional noun •The desire to promote the welfare of others, expressed esp. by the generous donation of money to good causes. •A philanthropic institution; a charity. philanthropy noun Millennial •That the "love of what it is to be human" is the essential nature and purpose of humanity, culture and civilization. •Asserts that our nature and purpose in life is educational—to make ourselves more fully humane through self-development, pursuing excellence (arete) of body, mind and spirit. Nov. 29, 2012 - Portland State University
  • 21. What is the key to fundraising? Nov. 29, 2012 - Portland State University
  • 22. What is the key to fundraising? Relationships Nov. 29, 2012 - Portland State University
  • 23. What are the five things you need to happen before you give? Nov. 29, 2012 - Portland State University
  • 24. Difference How different are the relationships and giving for Millennials and Baby Boomers? Millennials Boomers Nov. 29, 2012 - Portland State University
  • 25. Difference How different are the relationships and giving for Millennials and Baby Boomers? Millennials Boomers Not very. Nov. 29, 2012 - Portland State University
  • 26. Generations Connectivity Relationships Engagement Who are the millennials? ? Nov. 29, 2012 - Portland State University
  • 27. Building How do you build relationships? Nov. 29, 2012 - Portland State University
  • 28. Generational Giving Matures Boomers Gen X Millennials 39 million 78 million 62 million 79 million Giving Giving Giving Giving 79% give 67% give 58% give 56% give $1066 / yr $901 / yr $796 / yr $341 / yr Source: The Next Generation of Giving Nov. 29, 2012 - Portland State University
  • 29. Generational Giving Matures Boomers Gen X Millennials 39 million 78 million 62 million 79 million Giving Giving Giving Giving 79% give 67% give 58% give 56% give $1066 / yr $901 / yr $796 / yr $341 / yr The Usual Suspects The Un-Usual Suspects Mail, in-person asks, ? events, planned giving Nov. 29, 2012 - Portland State University
  • 30. Pondering • How to engage the younger generation in giving and community? • How to involve/engage this generation of change agents? • Why does this generation give? • How to raise funds from this generation? Nov. 29, 2012 - Portland State University
  • 31. Millennials overwhelmingly showed that they prefer to donate through the web with 70% of Millennial Giving respondents having made 2011 gifts online through a nonprofit’s webpage. This makes the case for having a great website as the online hub for your organization even more important. While new technologies are catching on in engagement of Millenials, more traditional means still bring value to they sent a gift in the mail, although it’s unclear whether direct mail or some other form of appeal prompted the gift. IN 2011, HOW DID YOU MAKE YOUR HOW WOULD YOU PREFER TO DONATION(S)? MAKE YOUR DONATION TO A NONPROFIT ORGANIZATION? 70% 1. I prefer to give online 2. I prefer to give in person 39% 3. I prefer to give VIA mail * Respondents were asked to rank their top 3 preferences 15% verbalLY mail online in payroll facebook TEXT OR MOBILE SITE other OVER PHONE person deductions In focus groups, participants differed on the subject of direct mail, some thinking that it would stand out as they now only get junk mail; others saying “save a tree” and money. Others supported a multi-channel approach, saying while they may read the direct mail and be influenced to give, they would still donate online, as they are unlikely to have stamps or checks. Source: The Millennial Impact Report 2012 Nov. 29, 2012 - Portland State University
  • 32. What is Different? How you build those relationships? Nov. 29, 2012 - Portland State University
  • 33. Technology is NOT a panacea for fundraising... it’s a strategy to build, maintain and strengthen relationships. Nov. 29, 2012 - Portland State University
  • 34. Is Facebook helpful? Facebook Advertising is Used Primarily to Meet Non-Fundraising Goals Using Facebook Advertising: 12% Awareness: 66% Base Building: 54% Other Calls to Action: 33% Fundraising: 24% Source: Nonprofit Social Network Benchmark Report Nov. 29, 2012 - Portland State University
  • 35. Ok, now what? Examples: •Young Leaders Boards •Create Advocates •Peer-to-Peer Events •ROI: Show Impact Nov. 29, 2012 - Portland State University
  • 36. Answers How you get in their pockets • Campaigns with that have a sharable component • Small monthly donations • Events that encourage networking • Show that there donation is valuable (either alone or in groups) • Other Millenials are involved - “The thing to do.” Nov. 29, 2012 - Portland State University
  • 37. Recap • Facebook alone is not the answer. • Giving grows over time. • Relationships do matter (no matter how old you are). • Tax deduction not always relevant. • Try new things - be innovative and flexible. Nov. 29, 2012 - Portland State University
  • 38. It’s a wrap “The world doesn’t change one person at a time. It changes as networks of relationships form among people who share a common vision of what’s possible.” Margaret Wheatley Graeme F. Byrd Scott H.M. Stein graemefbyrd@me.com scotthmstein@gmail.com @graemefbyrd @scotthmstein www.linkedin.com/in/graemefbyrd www.linkedin/in/scotthmstein Nov. 29, 2012 - Portland State University