Purposeful Planning Collaboration Rendezvous 2013

nextgendonors.org #nextgendonors facebook.com/nextgendonors

Purposeful PlanningCollaboration Rendezvous

Aug. 1-3, 2013 Broomfield, CO

Next Gen Donors Activity What is the name, age, gender (Male, Female, Transgendered), and

relationship status of your donor?

What kind of work do they do, professionally?

Where do they live now? Where are they from?

Where do they fund?

What kinds of causes are they passionate about?

What influences them?

Where did they learn about philanthropy?

How are they introduced to new organizations?

What role does technology play in their philanthropy? In their lives?

What resources do they offer to the causes they are passionate about?

How do they define success in their giving?

Who is Gen 2 and gen 3?By generations or by wealth transfer…

New Economic Models

The Sharing Economy Latitude Research The Creative Economy Richard Florida New Wealth The Emergence Collective The App Store Economy Digital Buzz Blog Idea Economy iGenTribe.com

Next Gen Workforce

Social Change

Social Investing

Social Return on Investing

Social Entrepreneurship

Social Finance/Social Capital

Shared Value

Collective Impact

Social Innovation

Social Good

The Next Generation

Why Next Gen Donors?

Next Gen Donors in this Study

Summary of 4 Key Findings

Driven by Values,Not Valuables

ImpactFirst

Time, Talent,Treasure and Ties

Crafting theirPhilanthropic Identities

Driven by Values, Not Valuables

Values drive these next gen major donors, not valuables – values they often say they have learned from parents and grandparents.

They fund many of the same causes that their families support and use many of the same methods their families use, but are interested in exploring new tools as well.

Most of all, they are ready to be donors – and all that the term entails – now.

KEY FINDING #1

They see philanthropic “strategy” as the major distinguishing factor between themselves and previous generations.

They see previous generations as more motivated by a desire for recognition or social requirements, while they see themselves as focused on impact, first and foremost.

They want impact they can see, and they want to know that their own involvement has contributed to that impact.

They want to use any necessary strategies, assets, and tools – new or old – for greater impact.

Impact FirstKEY FINDING #2

They want to develop close relationships with the organizations or causes they support in order to solve problems together with those whom they support.

They have grown up volunteering, and they still want to offer their time, but in meaningful ways.

Peer networks are where they learn about and share about causes and experiences important to them. They believe that collaborating with peers makes them all better donors, and extends their impact.

They want to give their full range of assets – their treasure, of course, but also their time, their talents, and even their ties, encouragingothers to give.

Time, Talent, Treasure and TiesKEY FINDING #3

These next gen major donors are still figuring out who they will be as donors. Many are in their twenties, experiencing a move from adolescence to emerging adulthood and developing a sense of self.

They learn most from seeing and doing, or even hearing from others about their own authentic experiences of seeing and doing.

Rather than waiting until the sunset of their lives to decide who they are as philanthropists and what legacies they want to leave, these next gen major donors actively craft their identities now and actively think about their own legacies.

Crafting their Philanthropic IdentitiesKEY FINDING #4

4 Most Important Influences on Learning and Developing Personal Philanthropy

Who Influences Next Gen Donors?

Technology and Next Gen

The Changing Workflow

Donor CharityAdvisor

Generational Personalities

“The events and conditions each of us experiences during our formative years

determines who we are and how we see the world.”

– – Lynne C. Lancaster & David StillmanLynne C. Lancaster & David StillmanWhen Generations Collide

20th Century Generations

Baby Boomers1946-1964

Traditionalists1925-1945

Generation X1965-1980

Generation Y/Millennials1981-1999

Traditionalists1925-1945 75 Million

Events and Conditions

The Great Depression Segregation Holocaust World War I parents, WWII The Korean War The New Deal The G.I. Bill Movies

Values and Traits

Patriotism, loyalty, selflessness “Waste not, want not” Save for a rainy day Faith in community and institutions

Baby Boomers1946-1964 80 Million

Booming post-war economy Television Apollo 11 – Moon Landing Civil rights movement Women’s movement Anti-war movement Brown vs. Board of Education JFK & MLK Jr. assassinations Founding of State of Israel Cold War Six Day War

Values and Traits

Optimism and idealism Equal rights and activism Competition

Generation X1965-1980 46 Million

Watergate Iran Contra Downsizing of corporations Latchkey kids AIDS Crack Divorce rate tripled Challenger explosion

Values and Traits

Skepticism (Government, Market and Marriage)

Independence Resourcefulness

Generation Y/Millennials1981-1999 76 Million

Oklahoma City Columbine September 11, 2001 Katrina and Rita The Internet Cell phones Text and Instant Messaging Social Networking

Values and Traits

Realism Pragmatism Diversity

Your Generation

Events and Conditions Values and Traits

Your own ideas about the characteristics of your generation...

Case StudiesBen & Michelle Family business, 40, 3 children President of an upstream oil & gas company

Well educated and well travelled

Family patents on energy technology

Social impact investor

Winters in the Cayman Islands

Donates in excess of $100K annually

Gill Brothers Their Opportunity Foundation Mid-30’s

Christian

Working class family

Hockey and sports

Creating your charitable giving strategy

Association of Baltimore Area Grantmakers Association of Small Foundations Bolder Giving Council on Foundations Council of Michigan Foundations Emerging Practitioners in Philanthropy Forum of Regional Association of Grantmakers Grand Street GrantCraft Indiana Grantmakers Alliance Jewish Communal Fund Jumpstart Liberty Hill Foundation The Minneapolis Foundation National Center for Family Philanthropy Resource Generation

A network of partner organizations helped gather data for the project:

The Next Gen Donors research project is a collaboration of 21/64 (2164.net) and the Dorothy A. Johnson Center for Philanthropy (johnsoncenter.org).

The project is funded by the supporters of the Frey Chair for Family Philanthropy at the Johnson Center, the Andrea and Charles Bronfman Philanthropies, the Max M. and Marjorie S. Fisher Foundation, Grand Valley State University and the Eugene and Agnes E. Meyer Foundation, and an anonymous donor.

Acknowledgements

Contact Info

Deborah Goldsteindeborah@enlightenedphilanthropy.com

831-373-3406

Gena Rotsteingena@dexterityconsulting.ca

403-860-7572

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