This document summarizes an interview with Emily Davis about incorporating generations X and Y into strategic resource planning. The interview covered how these generations view volunteering and philanthropy differently than previous generations. Davis discussed how these generations were raised with community service and social media, and nonprofits need to engage them through authentic partnerships and multiple communication methods. She also emphasized the importance of cultivating younger family members and preparing for significant wealth transfers to these generations.

1. Welcome to our CausePlanet author interview
Incorporating Generation X and Millennials into your
strategic resource planning

2. What is CausePlanet?
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Denise McMahan, Founder/Publisher
of CausePlanet
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3. Today’s agenda
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Incorporating Gen X & Y into your
strategic resource planning
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Introduce Davis and her book
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Author interview format
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Continue & follow this discussion:
@edaconsulting @causeplanet
@CO_Nonprofits #fallconf13
#nextgendonors
Drawing!

4. Welcome, Emily Davis, MNM!
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President of Emily Davis Consulting,
numerous board and leadership roles
Davis trains and consults nonprofits
and philanthropists on charitable
advising, communications, fundraising,
& governance.
Consultant through 21/64 and
BoardSource Governance Trainer.

5. Who are the Generations?
GENERATION
TRADITIONALISTS 1900-1945
BOOMERS
1946-1964
GEN XERS
19651980
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
@edaconsulting @causeplanet @CO_nonprofits
#fallconf13 #nextgendonors

6. Guess the Generation
✔
 Traditionalist
 Boomer
✔
✔
 Generation
 Millenial
✔
X

7. Let’s take a poll
How many generations are involved in your
organization?
One?
Two?
Three?
Four?
@edaconsulting @causeplanet @CO_nonprofits
#fallconf13 #nextgendonors

8. Fundraising and the Next
Generation
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Primer on generations
Entry points for engaging the next
generation(s)
How Gen X and Y view volunteering
Next generation as grant makers
Harnessing online communications
Worksheets, plans, templates
@edaconsulting @causeplanet @CO_nonprofits
#fallconf13 #nextgendonors

9. Framing thoughts
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Next generations rival Boomers in size
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More educated / IU Study
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Raised on community service
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Large transfer of wealth anticipated
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Social media is a tool, not the tool
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Growing pains in grant making
@edaconsulting @causeplanet @CO_nonprofits
#fallconf13 #nextgendonors

10. Interview question
How has the next generation impacted
philanthropy?
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Development function
Donation methods
Communications strategy
Engagement – authentic vs. tokenizing
@edaconsulting @causeplanet @CO_nonprofits
#fallconf13 #nextgendonors

11. Let’s take a poll
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Is your organization engaging
generation X and Y as organizational
leaders such as board members?
Do you have strategies for fundraising
from next gen, individual donors?
Do you work with any multi-gen family
foundations?
@edaconsulting @causeplanet @CO_nonprofits
#fallconf13 #nextgendonors

12. Interview question
Where do you “find” next gen
philanthropists?
What’s the best way to communicate
with them?
What do they look like?
@edaconsulting @causeplanet @CO_nonprofits
#fallconf13 #nextgendonors

13. Interview question
In the book you talk about how the next
generation is raised on community service.
Can you talk about how this affects our
approach to engaging Gen X and Y
differently that generations that came
before them?
@edaconsulting @causeplanet @CO_nonprofits
#fallconf13 #nextgendonors

14. United Way of Greater St. Louis
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Prepare investment & resources
Service learning
Regular professional
development
Unique networking events
Communications
Leadership
Staff support
Pipeline to greater engagement
@edaconsulting @causeplanet @CO_nonprofits
#fallconf13 #nextgendonors

15. Interview question
It’s clear from your book the best fundraisers
recognize the transfer of wealth to the next
generation and the importance of
cultivating younger family members and
program officers.
Will you talk a little bit about this?
@edaconsulting @causeplanet @CO_nonprofits
#fallconf13 #nextgendonors

16. Interview questions
How do we engage younger donors
beyond an event like a happy
hour or young professionals’
group?
How do we leverage the next
generations’ potential leadership
even though they may lack the
experience needed?
@edaconsulting @causeplanet @CO_nonprofits
#fallconf13 #nextgendonors

17. Interview question
In soliciting next gen donors, what
types of communication strategies
will be best during campaigns?
Will traditional and new media - like
social media and mobile technology
- allow participation in multiple ways
and not just the passing of the
proverbial hat?
@edaconsulting @causeplanet @CO_nonprofits
#fallconf13 #nextgendonors

18. Interview question
How can we use examples like the Diddy
Runs the City, Kony 2012 and David
Banner’s 2M1 campaign to improve how
small nonprofits can reach generations X
and Y and beyond?
@edaconsulting @causeplanet @CO_nonprofits
#fallconf13 #nextgendonors

19. Interview question
If an organization
recruited next
generation board
members, what’s the
best way to engage
them in governance?
@edaconsulting @causeplanet @CO_nonprofits
#fallconf13 #nextgendonors

20. Interview question
What are the biggest "turn-offs" for Gen X
and Y regarding philanthropic giving or
involvement?
@edaconsulting @causeplanet @CO_nonprofits
#fallconf13 #nextgendonors

21. Interview question
An organization I know just hired two
Millennials as up and coming leaders
within the organization.
What is the best way to mentor these
individuals?
@edaconsulting @causeplanet @CO_nonprofits
#fallconf13 #nextgendonors

22. Interview question
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With such differing worldviews, can other
generations (Boomers, Traditionalists)
really be effective with engaging Gen X
and Y?
@edaconsulting @causeplanet @CO_nonprofits
#fallconf13 #nextgendonors

23. Thank you, Emily Davis!
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Book, blog and services:
emilydavisconsulting.com
Facebook:
facebook.com/emilydavisconsulting
10 Take-away messages from today’s
session
@edaconsulting @causeplanet @CO_nonprofits
#fallconf13 #nextgendonors

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@edaconsulting @causeplanet @CO_nonprofits
#fallconf13 #nextgendonors

25. Drawing!
@edaconsulting @causeplanet @CO_nonprofits
#fallconf13 #nextgendonors

26. Questions or feedback?
888-619-0602
Denise@CausePlanet.org
Thanks for joining this
author interview!
(720) 515-0581
emily@emilydavisconsulting.com
Don’t forget to Tweet!
@CausePlanet
@edaconsulting
@CO_Nonprofits
#fallconf13
#nextgendonors