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/emilydavisconsulting /AskEmilyD @SVPI #SVP14 #nextgendonors #nonprofit RECRUITING THE NEXT GENERATION NOW SVPI Audacious Philanthropy October 2014 Emily Davis, MNM, CGT, SVP Boulder County Emily Davis Consulting
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Page 1: Recruiting the Next Generation Now

/emilydavisconsulting /AskEmilyD

@SVPI #SVP14

#nextgendonors #nonprofit

RECRUITING THE NEXT GENERATION NOW

SVPI Audacious Philanthropy

October 2014

Emily Davis, MNM, CGT, SVP Boulder County

Emily Davis Consulting

Page 2: Recruiting the Next Generation Now

/emilydavisconsulting /AskEmilyD

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TURN ON YOUR TECH

Follow the conversation… @AskEmilyD @SVPI #nextgendonors #nonprofit

Page 3: Recruiting the Next Generation Now

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A LITTLE ABOUT ME

Page 4: Recruiting the Next Generation Now

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30 seconds or less

Name & Title

1 Question for Today

1 Recruitment Challenge

A LITTLE ABOUT YOU…

Page 5: Recruiting the Next Generation Now

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WHO ARE THE GENERATIONS?

Page 6: Recruiting the Next Generation Now

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GUESS THE GENERATION

q Traditionalist q Boomer q Generation X q Millenial

✔  

✔  

✔  

✔  

Page 7: Recruiting the Next Generation Now

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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

Page 8: Recruiting the Next Generation Now

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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

Page 9: Recruiting the Next Generation Now

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GENERATIONAL ASSUMPTIONS

$59 Trillion Transfer of

Wealth

Page 10: Recruiting the Next Generation Now

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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?

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IMPACT ON OUR WORK

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WHAT IS THE IMPACT?

PARTNERS NONPROFITS

BOARD MEMBERS

DONORS

STAFF

VOLUNTEERS

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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, $

Page 14: Recruiting the Next Generation Now

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WHAT TENURED PROFESSIONALS WANT

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WHAT THE NEXT GEN WANTS

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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

Page 17: Recruiting the Next Generation Now

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In 2010, Millenials

volunteered 1.1

billion hours of

volunteer service

Page 18: Recruiting the Next Generation Now

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COACHING & MENTORING

ENCOURAGE LEADERSHIP

ROLES

DEVELOP PIPELINE

HOW WE RECRUIT

RECRUIT FROM WITHIN

INVEST IN TRAINING

PRIORITIZE INCLUSIVITY

Page 19: Recruiting the Next Generation Now

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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

Page 20: Recruiting the Next Generation Now

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Page 21: Recruiting the Next Generation Now

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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

Page 22: Recruiting the Next Generation Now

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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.”

Page 28: Recruiting the Next Generation Now

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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

Page 29: Recruiting the Next Generation Now

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FAMILY PHILANTHROPY

Legacy & History

Family Systems Theory

Financial management

Impact & Values

Page 30: Recruiting the Next Generation Now

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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

Page 31: Recruiting the Next Generation Now

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Page 32: Recruiting the Next Generation Now

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POWER OF SOCIAL MEDIA

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HAVE A GIGGLE

Page 34: Recruiting the Next Generation Now

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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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Page 36: Recruiting the Next Generation Now

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WHAT STINKS ABOUT SOCIAL MEDIA

#nptech #nonprofit

#socialmedia

Page 37: Recruiting the Next Generation Now

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WHAT ROCKS ABOUT SOCIAL MEDIA

#nptech #nonprofit

#socialmedia

Page 38: Recruiting the Next Generation Now

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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

Page 39: Recruiting the Next Generation Now

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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

Page 40: Recruiting the Next Generation Now

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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

Page 41: Recruiting the Next Generation Now

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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!)

Page 42: Recruiting the Next Generation Now

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SOCIAL MEDIA LADDER OF ENGAGEMENT

Happy bystanders (Listen)

Spreaders (Share)

Clients (Money)

Evangelists (Ask)

Instigators (Create)

Page 43: Recruiting the Next Generation Now

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#nptech #nonprofit

#socialmedia

Page 44: Recruiting the Next Generation Now

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SOCIAL MEDIA POLICIES

#nptech #nonprofit

#socialmedia

Page 45: Recruiting the Next Generation Now

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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

Page 46: Recruiting the Next Generation Now

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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

Page 47: Recruiting the Next Generation Now

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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

Page 48: Recruiting the Next Generation Now

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Page 49: Recruiting the Next Generation Now

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DRAWING!

Page 50: Recruiting the Next Generation Now

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BOOKS FOR PURCHASE

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Emily Davis, MNM Emily Davis Consulting

(720) 515-0581 [email protected]

emilydavisconsulting.com emilydavisconsulting.com/blog