next gen and diversity in giving presentation at public affairs conference
TRANSCRIPT
The Next Generation of American Giving Report: How Generations X, Y, Boomer and Matures give to non-profits
Dennis McCarthy
Director, Target Analytics -
division of Blackbaud
What will we learn today
• Review the Next Generation of American Giving Report & Diversity in Giving report(to be released soon)
• What’s the fuss about Millenials.
• The truth about who gives and why.
The Next Gen Report Methodology
Survey instrument developed and refined from 2010 survey – identical methodology
Online survey of 1,014 US Donors
Adults 18+ who report donating to a charitable cause in the last 12 months (beyond school, place of worship, union)
Conducted May 13-24, 2013
Follow CASRO/industry best practices
Data is self-reported, not transactional
Gen Y ages 18-32 (b. 1981-1995)
Gen X ages 33-48 (b. 1965-1980)
Boomers ages 49-67 (b. 1946-1964)
Matures age 68+ (b. 1945 or earlier
So Generational Giving and Engagement, what’s to
learn?
• What’s the relationship between your supporters
generation and how they give and engage.
• Why Boomers are your most important generation
(Ignore your leadership and PAC Board of Directors)
• What’s the role of email, social media, Peer to Peer,
crowdfunding and direct mail for each generation
Americans’ Generosity Increases With Age
59% Give39.5M donors
$732 yr/avg
3.9 charities
$28.9 B/yr
60% Give32.8M donors
$481 yr/avg
3.3 charities
$15.8 B/yr
Gen X
Gen Y
Boomers
72% Give51.0M donors
$1212 yr/avg
4.5 charities
$61.9 B/yr
Matures
88% Give27.1M donors
$1367 yr/avg
6.2 charities
$37.0 B/yr
The Significance of Boomers to your
organization
Gen Y11%
Gen X20%
Boomers43%
Matures26%
Generations Contribution to Total Giving(% of total dollars)
Omni-channel is the new norm for all non-profitsWhich of the following charitable giving methods have you used in the past two years?
Checkout Donation 52%
Online Donation 47%
Purchase for Proceeds 39%
Retail giving 29%
Street Canvassing 25%
Pledge 22%
Responded to mailing 10%
Checkout Donation 51%
Purchase for Proceeds 42%
Online Donation 40%
Pledge 39%
Street Canvassing 29%
Retail giving 27%
Responded to mailing 22%
Checkout Donation 53%
Online Donation 42%
Honor/Tribute Gift 42%
Purchase for Proceeds 41%
Responded to mailing 40%
Pledge 39%
Street canvassing 26%
Responded to mailing 52%
Checkout Donation 44%
Honor/Tribute Gift 42%
Pledge 38%
Purchase for Proceeds 36%
Online Donation 27%
What’s the future of Direct Mail
66%
53%
10%
64%
58%
22%
61%
61%
40%
56%
64%
52%
Mail from a charityis very or smwt
acceptable
Mail is importantway for charity to
stay in touch
Gave a donationin response to a
mail appeal in thelast 2 yrs
Gen Y Gen X Boomers Matures
Generational GivingAgain no surprise - Matures & Baby boomers carry the day
Generation Years $100K+Max
Gift
$25K-
$99999 Max
Gift
$10K-
$24999 Max
Gift
$1-9999
Max Gift$0 Total File
US Pop
(2010)
Greatest
Gen1901-1924 0.00% 0.17% 0.03% 0.32% 2.77% 1.00% 1.78%
Matures 1925-1945 27.12% 29.43% 22.11% 23.07% 18.92% 21.73% 11.26%
Baby
Boomer 1946-1964 53.75% 50.51% 50.87% 48.14% 47.75% 47.99% 26.40%
Gen X 1965-1981 12.11% 12.06% 18.06% 19.73% 17.89% 19.26% 26.60%
Gen Y 1982-2000 1.94% 2.53% 3.14% 4.11% 3.70% 4.04% 14.13%
Other/
UnknownN/A 5.08% 5.31% 5.79% 4.63% 8.98% 5.98 19.83
What Inspires Online Giving?
80%
47%
77%
40%
60%
42%
52%
27%
Visiting website isimportant way to stay in
touch with charity
Made a donation throughorg's website in last 2 years
72%
12%
66%
12%
60%
16%
60%
17%
Receiving email isimportant way to stay in
touch with charity
Responded to email appealwith a donation in last 2
years*
Website E-mail
Does Money Matter Most?
8686%
engage with charities online
How do you feel you can make the biggest difference?
Word-of-
mouth 18%
Volunteer
30%
WOM
11%
Volunteer
31%
WOM
13%
Volunteer
20%
Other 14%Volunteer
24%
Other 23%
Other 19%
Other 16%
WOM
8%
Y
X
B
M
Donate money
25%
Donate money
36%
Donate money
45%
Donate money
48%
Spreading the Word
Comfort-level Sharing Info about Charities Support
8686%
engage with charities online
Gen Y65% very comfortable telling
others
Gen X56% very comfortable
telling others
Boomers45% very comfortable
Matures47% very comfortable
How Social Are Donors?
8686%
engage with charities online
55%
50%
30%
8%
47%
38%
22%
10%
27%
19%
5%
5%
12%
9%
2%
1%
Follow on social media
Share about charity on FB
Follow charity’s Twitter feed
Made a donation through FB, Twitter, etc
43% Y and XThink OK to post on social networking site and ask for donation
20% Boomers6% Matures
October 22-24, 2014 Annual Conference, Scottsdale, Arizona
8686%
engage with charities online
Crowdfunding: Amanda Palmer, DIY, platforms
Who Gets the Money?
All causes give to% giving to cause
Priority causewould continue to give if had only
half as much money to give
Average 3.6 causes Average 2.3 causes
Other
organizations
97%
Local
social
services
44%
Place of
worship
41%
Other
organizations
84%
Local
social
services
31%
Place of
worship
36%
% Give%
Priority Give
Local social service
44% 31%
Place of worship 41% 36%
Health charities 39% 21%
Children’s charities
34% 25%
Education 29% 16%
Emergency relief 27% 14%
Animal rescue/ protection
25% 17%
Troops/veterans 23% 13%
Top Causes
#nextgengiving
Future Giving is Status Quo
22
15%
52%
21%
16%
54%
18%
14%
63%
10%
13%
64%
10%%
anticipate
an
increase in
$ amount
%
anticipate
no change
%
anticipate a
decrease
+6 +2 -4 -3Net(increase – decrease)
#nextgengiving
Now let’s take a peek
Diversity in Giving Study.
October 22-24, 2014 Annual Conference, Scottsdale, Arizona
The Diversity in Giving Report Methodology
Online survey of 1,014 US Donors and was offered in English and Spanish.
Adults 18+ who report donating to a charitable cause in the last 12 months (including school, place of worship, union)
Conducted in October, 2014
Follow CASRO/industry best practices
Data is self-reported, not transactional
Gen Y
Giving is not related to....
o Age
o Gender
o Ethnicity
o Race
o Time you’ve lived in this country
o Education
Gen Y
Giving is related to....
Two factors:
• Income
• Connection to their faith and house of worship
Gen Y
What are your takeaways....
o Peer to Peer works though its mature
o Explore DIY if permissible
o Direct mail is not dead (yet)
o Donors want authenticity and impact
o Know your members (age, disposable income, inclination to give, target gift range)
o Income drives the size of gifts
o Faith drives giving – North Dakota & Mississippi
Gen Y