fund development in a multigenerational organization

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FUNDRAISING IN A MULTIGENERATIONAL ORGANIZATION

Managing Across Generations Colorado Nonprofit Association

May 28, 2014

Emily Davis, MNM, CGT Emily Davis Consulting



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@AskEmilyD @CO-nonprofits #nextgendonors #nonprofit #fundraising #philanthropy #socialmedia



60 seconds or less

Name & Title Organization

1 Question for Today

Favorite philanthropy

buzz word



WHAT’S ON TAP

Multigenerational Workplace

Multigenerational Giving

Next Generation Communications



WHO ARE THE GENERATIONS



GUESS THE GENERATION

q Traditionalist q Boomer q Generation X q Millenial

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✔

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✔



WHAT IS THE GENERATIONAL MIX

GENERATION TRADITIONALISTS (1900-1945)

BOOMERS (1946-1964)

GEN XERS (1965-1980)

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

MARKETING Conservative imagery, legacy,

family, well-known brands

Healthy lifestyle, hard work, team

work

Inclusive, straight talk, environment

images, multi-channel

Multi-ethnic, green, sexier,

celebrity




TURN TO YOUR LEFT

1.  Name and generation you are. 2.  What were two social/economic/political/

world experiences that influenced you? 3.  How did one of those experiences shape

your professional life?



GENERATIONAL ASSUMPTIONS



Has this impacted your organization?

If so, how?



IMPACT ON WORKFORCE



MULTIGENERATIONAL NONPROFITS

GENERATION TRADITIONALISTS (1900-1945)

BOOMERS (1946-1964)

GEN XERS (1965- 1980)

MILLENIALS (1981-1999)

MGMT STYLE Top down, conformist

Hierarchy, earn your respect/

ladder

Flexible, inclusive, self-reliant

Mutual respect, shared leadership

WORK STYLE

Separate home & work, hard-

working, loyal, thrifty

Flexibility, workaholic,

Collaborative & independent,

direct communication, quick fix, virtual

office

Multi-tasking, Collaborative/independent,

question status quo

MOTIVATORS Authority, value work for work’s

sake (less personal meaning)

Hierarchy, respect, self-improvement, work, materialism

Healthy work/life balance,

flexibility, $

Relationships, challenges,

feedback, causes, environment, $



WHAT TENURED PROFESSIONALS WANT



WHAT THE NEXT GEN WANTS



MULTIGEN FUNDRAISING

RECRUIT FROM WITHIN

INVEST IN TRAINING

PRIORITIZE INCLUSIVITY

COACHING & MENTORING

ENCOURAGE LEADERSHIP

ROLES

DEVELOP PIPELINE




10 WAYS TO WORK WITH EVERY GENERATION

Know each gen’s value

Recruit & retain

Learn motivations Be flexible

Peer learning Invest in learning Build trust Encourage

connection

Communicate accountability

Connect to impact



GENERATIONAL PHILANTHROPY

Fou

r G

ener

atio

ns

Understand their philanthropic motivations

Frame your messaging

Choose your platforms & tools

Cultivate their contributions

Receive their responses

Acknowledge their gifts

Steward relationships




TRADITIONALISTS




BOOMERS

Philanthropy

Programs

Fundraising Administration



NEXT GENERATION PHILANTHROPY




GENERATION X




MILLENNIALS



WHERE ARE THEY??



ENGAGEMENT & IMPACT




ENTRY POINTS




FAMILY PHILANTHROPY

Legacy & History

Family Systems Theory

Financial management

Impact & Values



1. Identify young donors

and volunteers as leaders

2. Create or use existing

planning team

3. Ask team to design &

implement fundraising event

or activity

4. Provide support

5. Host a successful campaign/

event!

6. Debrief, evaluate, revise

6 Steps to a Next Gen

Campaign or Event



POWER OF SOCIAL MEDIA



HAVE A GIGGLE



UNDERSTANDING SOCIAL NETWORKS

“Organizations don’t have to create… social networks; they

exist all around us in a variety of forms. Networked Nonprofits strengthen and expand these

networks by building relationships within them to engage and

activate them for their organizations’ efforts.”

(Fine and Kanter, 2010)



COMMUNICATIONS EVOLUTION

Traditionalists

Postal Mail Phone calls

Boomers

Television Facebook Email

Generation X

Websites E-newsletters Email

Millenials (Gen Y)

Social Media Websites Mobile

Generation Z

???

Adapt or die!

Every generation

teaches us new technology



WHAT STINKS ABOUT SOCIAL MEDIA?



WHAT ROCKS ABOUT SOCIAL MEDIA?



10 TIPS FOR SOCIAL MEDIA

1. Social media is A tool not THE tool

2. Social media is a plant

3. Add value

4. Two way street

5. Prospecting, cultivation, stewardship

6. Philanthropy’s next generation

7. It ain’t free

8. Not everyone “Diggs” social media

9. Selling social media

10. Have a plan



SOCIAL MEDIA LADDER OF ENGAGEMENT

Happy bystanders (Listen)

Spreaders (Share)

Clients (Money)

Evangelists (Ask)

Instigators (Create)



NEW DONORS direct mail, events

ANNUAL DONORS Direct appeals,

volunteer involvement

MAJOR DONORS Personal asks

Committee and board involvement

PLANNED GIFTS Personal asks, personal

involvement, Could be anyone!



HAVE POLICIES



RELATIONSHIPS DON’T CHANGE



5 THINGS YOU CAN DO TODAY

1. Make a plan 2. Watch other orgs 3. Attend trainings &

ask for support 4.  Invite participation 5. Support new ideas



BOOK SIGNING



DRAWING!

Books for sale & signing with a 30% discount:

$34.95 for nonprofits

Credit card & check



Emily Davis, MNM Emily Davis Consulting

(720) 515-0581 [email protected]

emilydavisconsulting.com emilydavisconsulting.com/blog

fund development in a multigenerational organization

Government & Nonprofit