Presented for PEJE Communities of Learning.

1. MONDAY, NOVEMBER 28, 2011
FUNDRAISING AND THE
NEXT GENERATION
For the audio portion, please dial:
866-627-5180
Conference ID: 61736701013

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3. Emily Davis has been working in the non-profit sector as a staff
MEET member, consultant, founder, board member, and volunteer for
over 15 years. She currently serves as the Executive Director for
OUR the Colorado Chapter of the National Hemophilia Foundation
GUEST and as President of EDA Consulting.
She trains and consults on a number of different areas including
board development, online communications, multi-generational
philanthropy, and fundraising. Emily authored the AFP
publication, Fundraising and the Next Generation, due out in
February 2012.
Her passion for effective leadership has garnered numerous
awards and nominations including the National Top 25 2011
Finalist for Young Nonprofit Professional of the Year and top 35
Under 35 Community Leaders by San Diego News
Network. Emily received her Masters in Nonprofit Management
from Regis University.

4. WHO ARE THE
GENERATIONS?
Generational Mix
Generational Myths
Generational Characteristics
Impact on Philanthropy

5. THE GENERATIONAL MIX
GENERATION TRADITIONALISTS BOOMERS GEN XERS MILLENIALS
BIRTH YEARS 1900 – 1945 1946 – 1964 1965 – 1981 - 1999
1980
ALSO KNOWN Veterans Baby Boomers Xers Nexters
AS…
WWII Generation 77 Million 44 Million Gen Y
Silent Generation Nintendo
Generation

6. ASSUMPTIONS ABOUT EACH
GENERATION
Traditionalists
Baby Boomers
Generation X
Generation
Y/Millenials

7. TRADITIONALISTS
(1900-1945)
Catalyst for NPOs
Top down management
Respect for authority
Separate home & work
Conformist
Value of work vs.
personal meaning
Hardworking, loyal,
thrifty

8. BABY BOOMERS
(1946-1964)
Formalized sector
Appreciate hierarchy &
inclusion
All about respect
Self-improvement
Strong work ethic
Optimistic & idealistic
Desire flexibility
Workaholic
Appreciate recognition

9. GENERATION X
(1965-1980)
Self-reliant
Quick fix
Collaborative &
independent
Direct communicators
Financially-motivated
Look for results
Appreciate reward through
external recognition

10. MILLENIALS
(1980-2000)
Digital natives
Independent but interactive
Questions the status quo
Desire mutual respect
Celebrate diversity
Express to express -- not impress
Acknowledgement for being here
Civically-minded

11. HOW HAS THIS AFFECTED
PHILANTHROPY?
Development office
Prospecting
Cultivation
Stewardship
Communication
Retention
Priorities
Respect
Trainings

12. TENURED PROFESSIONALS
WANT…
Next Gen Training
Acknowledgment
Engagement
Respect for legacy
Dialogue

13. NEXT GEN WANTS…
Advice
Acknowledgment
Shared ownership
Opportunity to lead
Flexibility
Sector history

14. MULTI GEN DEVELOPMENT OFFICE
SOLUTIONS
• Address generational needs
• Recruit from within
• Develop a pipeline thru training and recruitment
• Shift ideas about diversity, mentorship
• Integrate new ideas of nonprofit leadership
• Leadership models that distribute responsibilities
• Acknowledge new leadership
• Be open to leaving traditional leadership models
• Evaluate and redesign current structures

15. DISCUSSION
MOMENT
Has this had an
impact in your
organization?
If so how?

16. MULTI GEN
PHILANTHROPY
Why engage the next gen?
Next gen philanthropy style
Entry points and engagement

17. WHY ENGAGE THE NEXT GEN?
Transfer of wealth
Lifelong giving
Time, talent, and
treasure
Networks
Enthusiastic
Ambassadors

18. FUNDRAISING FROM
TRADITIONALISTS
Direct mail and peer-to
peer fundraising is best
Write checks
Smaller group
Lifelong giving began in
their 30s
Less opportunity for
new NPOs
Protects privacy

19. 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

20. 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

21. FUNDRAISING FROM
MILLENIALS
Philanthropy is time
and money
Lower cost to recruit
because they are online
Multi-communications
approach
Engaged in fundraising
for orgs
Donate in a variety of
ways

22. GENERATIONAL PHILANTHROPY*
*Courtesy of thoughtfulphilanthropy.wordpress.com
Understand Frame your Choose Your Elicit Their Say Thank
their message Medium Response You
philanthropy
Pre WWII Giving is the right Traditional Traditional org Check in the Thank you letter
thing to do organizational methods mail or card
message
Baby Giving makes me Tell a story Telemarketing Over the phone Thank you letter
feel good focusing on from client or
Boomers impact letter
illustrating
impact of their
gift
Gen X Giving Use a formula: $X Peer to peer Online or thru Accounting of
accomplishes my provides Y well asks payroll how funds were
goals for Z community deduction used and results
were achieved
Gen Y Giving is one tool Discuss multiple Build a web Online gifts & Interactive
I use to make a methods of presence volunteer hours thank you that
difference in the involvement outlining causes encourages
world and they will other forms of
find you involvement

23. WHERE ARE THEY?
Existing donors
Volunteers
Young professional events
Media (i.e. 40 under 40)
Colleges & universities

24. ENTRY POINTS
• Events – tiered fees • Giving Circles – tiered
• Partner with young fees
professionals’ groups • Volunteering
• A-thons • Board and committee
• Peer to peer networks participation
• Family • Planned Giving
• Philanthropic • Nonprofit Start Ups
resources

25. FAMILY PHILANTHROPY
Major donors have children
& grandchildren
Family legacy
Engage younger
generations and older
generations
Listen & learn about what
the next gen wants
Provide resources &
networks

26. NEXT GEN ENGAGEMENT
Create ambassadors
Provide trainings
Offer networking &
resources
Bring on as volunteers,
staff, board members
Listen and learn
Snowflakes

27. 6 STEPS TO A NEXT GEN
CAMPAIGN OR EVENT
1. Identify young donors and
volunteers as leaders.
2. Use existing or create planning
team.
3. Ask team to design & implement
fundraising event or activity.
4. Provide support!
5. Host a successful
campaign/event.
6. Evaluate campaign or event.

28. DISCUSSION
MOMENT
How do you work
with multiple
generations?
What are some
successes and
challenges?

29. A FEW
WORDS ON
SOCIAL
MEDIA

30. “This is not the first time that nonprofit
organizations and fundraisers have had
to adapt to new technologies. The
radio, television, newspapers,
telephones, fax machine, and direct
mail have all affected how we raise
money. Some of the new methods that
have evolved are more successful than
others, and not all of them have been
used with equal success by all
nonprofits.”
- Ted Hart and Michael
Johnston in Fundraising on the Internet

31. RELATIONSHIPS DON’T CHANGE
Cultivate, steward, and solicit
Recognize
Multi-channel communications
Meet one-on-one
Develop ambassadors
Use social media as stewardship,
not for solicitation
Effective database

32. 10 TIPS ABOUT SOCIAL MEDIA
1. Social media is A tool, 6. It ain’t free
not THE tool. 7. Not everyone “Diggs”
2. Social media is a plant social media
3. Add value 8. Have a plan
4. Listen & create 9. Connect with other
dialogue fundraising efforts
5. Prospecting, 10. Be patient
cultivation, &
stewardship

33. TAKING THE FIRST STEPS
1. Pair up with someone in your
organization
2. Why do you want to work with
next gen donors?
3. What are 3 things you can do
today?
4. How will you make those
happen?
5. Share and brainstorm.

34. 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

35. DISCUSSION
MOMENT
Is social media
something your
organization uses or
would like to use?

36. RESOURCES
• Fundraising and the Next • Alltop Fundraising
Generation • Alltop Nonprofit
• 21/64
(coming in 2012!) • Resource Generation
• The Next Generation of • Emerging Practitioners in
American Giving Philanthropy (EPIP)
• National Center for Family
• Working Across Philanthropy
Generations • StayClassy.org
• The Networked • Young Nonprofit
Nonprofit Professionals Network
(YNPN)

38. THANK YOU
TO OUR
GUEST!
Emily Davis, MNM
EDA Consulting
(303) 652-7536
emily@edaconsulting.org
www.edaconsulting.org
www.edaconsulting.org/blogs
www.Facebook.com/edaconsulting
Twitter: @edaconsulting

39. NEXT STEPS: What would you like to continue
CONTINUING THE talking about in Google Groups?
CONVERSATION
Title:
Message:
If you need a reminder about Google
Groups, refer to your Quick Guide for
Google Groups. For additional
assistance, email jennifer@peje.org.

40. NEXT STEPS: Thursday, December 8, 1:00 pm EST
UPCOMING How to Run a Faculty/Staff Campaign
CALLS
Looking for participants to speak about their
experience – email erica@peje.org to be a
guest on the call!
Thursday, February 2, 1:00 pm EST
Book Club discussion: The Influential
Fundraiser by Bernard Ross & Clare Segal
(buy online on Amazon; link found at
www.theinfluentialfundraiser.com)

41. NEXT STEPS: http://www.jewishdayschoolconference.org/
JEWISH DAY When? January 15 - 17, 2012
SCHOOL Where? Atlanta, GA
CONFERENCE Cost? $650 for full conference; $225 for one-day
track
One Day Development Track on 1/16/12 Topics Include:
– “Speed-dating” – want to know what is going on in
other schools’ development departments? Learn
from your colleagues and build your network
– Creating a culture of philanthropy based on best
practices at independent schools
– Choice of breakout sessions on:
• getting your board engaged in fundraising
• creating an endowment/legacy campaign
• creating a strategic annual campaign plan

42. Thanks for joining!
We look forward to our next
CoP call…