Post on 15-Jul-2015
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RECRUITING THE NEXT GENERATION NOW
SVPI Audacious Philanthropy
October 2014
Emily Davis, MNM, CGT, SVP Boulder County
Emily Davis Consulting
/emilydavisconsulting /AskEmilyD
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TURN ON YOUR TECH
Follow the conversation… @AskEmilyD @SVPI #nextgendonors #nonprofit
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A LITTLE ABOUT ME
/emilydavisconsulting /AskEmilyD
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30 seconds or less
Name & Title
1 Question for Today
1 Recruitment Challenge
A LITTLE ABOUT YOU…
/emilydavisconsulting /AskEmilyD
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WHO ARE THE GENERATIONS?
/emilydavisconsulting /AskEmilyD
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GUESS THE GENERATION
q Traditionalist q Boomer q Generation X q Millenial
✔
✔
✔
✔
/emilydavisconsulting /AskEmilyD
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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
/emilydavisconsulting /AskEmilyD
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WHO ARE THE GENERATIONS?*
GENERATION AGES IN MILLIONS BY PERCENTAGE
Traditionalists
68+ 35.2 11%
Boomers
48 – 67 80.3 25%
Gen X
38 – 47 40.9 13%
Millenials
18 – 37 86 27%
Gen Z / iGen
0 – 17 74 23%
* US Census Projections for 2013
/emilydavisconsulting /AskEmilyD
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GENERATIONAL ASSUMPTIONS
$59 Trillion Transfer of
Wealth
/emilydavisconsulting /AskEmilyD
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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?
/emilydavisconsulting /AskEmilyD
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IMPACT ON OUR WORK
/emilydavisconsulting /AskEmilyD
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WHAT IS THE IMPACT?
PARTNERS NONPROFITS
BOARD MEMBERS
DONORS
STAFF
VOLUNTEERS
/emilydavisconsulting /AskEmilyD
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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, $
/emilydavisconsulting /AskEmilyD
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WHAT TENURED PROFESSIONALS WANT
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WHAT THE NEXT GEN WANTS
/emilydavisconsulting /AskEmilyD
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WHY ENGAGE THE NEXT GEN?
• Transfer of wealth • Time, talent, treasure, and TIES • Lifelong giving • Hungry for leadership • Want impact • Ambassadors • Lots of enthusiasm
/emilydavisconsulting /AskEmilyD
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In 2010, Millenials
volunteered 1.1
billion hours of
volunteer service
/emilydavisconsulting /AskEmilyD
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COACHING & MENTORING
ENCOURAGE LEADERSHIP
ROLES
DEVELOP PIPELINE
HOW WE RECRUIT
RECRUIT FROM WITHIN
INVEST IN TRAINING
PRIORITIZE INCLUSIVITY
/emilydavisconsulting /AskEmilyD
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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
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/emilydavisconsulting /AskEmilyD
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GENERATIONAL PHILANTHROPY
Fou
r G
ener
atio
ns
Frame your messaging
Understand philanthropic motivations
Choose your platforms & tools
Cultivate contributions
Receive responses
Acknowledge gifts
Steward relationships
/emilydavisconsulting /AskEmilyD
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TRADITIONALISTS
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BOOMERS
Philanthropy
Programs
Fundraising Administration
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GEN X
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GENERATION X
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MILLENNIALS
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MILLENNIALS
“Give us a clear call to action, let’s problem-solve together. Tell us what you are working on and let’s work on
this together.”
/emilydavisconsulting /AskEmilyD
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ENGAGEMENT
• Giving circles, tiered fees
• Volunteerism • Board & committee
leadership • Planned giving • Nonprofit start ups
• Events, tiered fees • Collaborate with
young professionals groups
• A-thons • Peer-to-peer networks • Family • Philanthropic
resources
/emilydavisconsulting /AskEmilyD
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FAMILY PHILANTHROPY
Legacy & History
Family Systems Theory
Financial management
Impact & Values
/emilydavisconsulting /AskEmilyD
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1. Identify young donors
and volunteers as leaders
2. Create or use existing
planning team
3. Ask team to design &
implement campaign
4. Provide support
5. Host a successful campaign!
6. Debrief, evaluate, revise
6 Steps to a Next Gen Campaign
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POWER OF SOCIAL MEDIA
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HAVE A GIGGLE
/emilydavisconsulting /AskEmilyD
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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)
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WHAT STINKS ABOUT SOCIAL MEDIA
#nptech #nonprofit
#socialmedia
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WHAT ROCKS ABOUT SOCIAL MEDIA
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#socialmedia
/emilydavisconsulting /AskEmilyD
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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
/emilydavisconsulting /AskEmilyD
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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
/emilydavisconsulting /AskEmilyD
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LADDER OF ENGAGEMENT
Awareness about service or giving
Interest in learning about service or giving
Desire to buy service from org or donate
Action when service purchased or donation is made
#nptech #nonprofit
#socialmedia
/emilydavisconsulting /AskEmilyD
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BRING PEOPLE TO THE INNER CIRCLE
New Donors (Events, Direct Mail)
Annual Donors (Direct appeals, volunteers)
Major Donors (Personal asks, Board &
committee)
Planned Gifts (Personal
asks, anyone!)
/emilydavisconsulting /AskEmilyD
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SOCIAL MEDIA LADDER OF ENGAGEMENT
Happy bystanders (Listen)
Spreaders (Share)
Clients (Money)
Evangelists (Ask)
Instigators (Create)
/emilydavisconsulting /AskEmilyD
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#nptech #nonprofit
#socialmedia
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SOCIAL MEDIA POLICIES
#nptech #nonprofit
#socialmedia
/emilydavisconsulting /AskEmilyD
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RELATIONSHIPS DON’T CHANGE
• Cultivate, steward, & solicit
• Recognize • Multi-channel
communications
• Meet one-on-one • Develop
ambassadors • Stewardship rather
than solicitation
• Effective database
#nptech #nonprofit
#socialmedia
/emilydavisconsulting /AskEmilyD
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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
/emilydavisconsulting /AskEmilyD
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Every generation
brings value
Legacy influences
giving
New generation, new giving innovations
Find shared passions
It takes ALL kinds to
change the world
/emilydavisconsulting /AskEmilyD
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DRAWING!
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BOOKS FOR PURCHASE
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Emily Davis, MNM Emily Davis Consulting
(720) 515-0581 emily@emilydavisconsulting.com
emilydavisconsulting.com emilydavisconsulting.com/blog