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Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

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Page 1: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

Engaging the Next Generation of Leadership

Association of Fundraising Professionals St. Louis Annual Conference

Page 2: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

Yvette LeGear Hartsfield

St. Andrew’s Charitable Foundation

Mike Hart

Isle of Capri Casinos, Inc.

Panel: Launch St. Louis Board Members

Page 3: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

Only 2 percent of U.S. nonprofits have

board directors under the age of 30,

And just 12 percent have directors who are 30-49

BoardSource’s 2010 Nonprofit Governance Index

Page 4: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

WHO ARE WE TALKING ABOUT?

Age: High School, College, Recent Graduates, Young Professionals

• Younger likely looking for hands on opportunities.• Older may be more interested in strategy and planning

development of the board and membership.• Both should be involved in fundraising.

Transitional

• Change jobs • Get Promoted• Move out of town• Get married

Page 5: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

• Milliennials report that they have a great vision of the world.

• They consider the world as something positive with a lot of opportunities.

• They are attracted to fast-paced environments and their self-confidence allows them to handle multiple tasks without a problem.

• It is important to find a balance regarding workload. Too much of a workload could turn them off, but not enough could reduce their enthusiasm.

• Tech savvy, ambitious, team-oriented, creative and generous with their time.

WHO ARE THEY?

Page 6: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

· New enthusiastic perspective

· Best practices for board development

· New skill sets and resources

· Mission awareness to a new audience

· Potential Loyalty

WHY SHOULD NONPROFITS DEVELOP THE NEXT GENERATION OF LEADERS?

Page 7: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

WHY DO THEY VOLUNTEER?

Philanthropic responsibility• Sense of wanting to give back, young professionals and college

students are looking to get involved and give back. They just need

some direction!

• A cause in which they are passionate or friends/family are

passionate OR are looking for something in which to be passionate

Page 8: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

WHY DO THEY VOLUNTEER?

Socializing/ networking• Volunteering creates a connection to the organization that will keep

the volunteer involved and engaged at a higher level.

• Networking very important for those out-of-towners

Page 9: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

WHY DO THEY VOLUNTEER?

Professional/personal development• Gain experience or learn new hobbies

Page 10: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

WHY DO WE NEED THEM?

• A feeder to the board of directors

• A committed group of volunteers dedicated

to having a direct impact

• An opportunity for young professionals to

gain leadership experience and participate in

volunteer activities

Page 11: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

• Set clear expectations and explain why something needs to be done

• Hold them accountable• Encourage them to share ideas• Invest in personal development• Challenge them• Think creatively• Make plans, have deadlines

HOW TO HELP THEM BE SUCCESSFUL AND ENGAGED

Page 12: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

• Board of Directors informally mentor young leaders helping them address professional development and networking interests.

• Ask board of directors to attend fundraisers and other events put on by the Young Professionals

ENGAGE THE GOVERNING BOARD

Page 13: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

• Businesses are trying to figure out the best way to meet the requests of their younger employees to give back and make a difference, something that the millennial generation has grown up with and is part of who they are.

• Corporations may not have ability to give financial support but can lend their young talent

• Establishes roots in the community encouraging young talent to remain in the area.

YOUNG PROFESSIONAL GROUPS ARE IMPORTANT TO COMPANIES

Page 14: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

BUILDING A YOUNG FRIENDS GROUP

WHAT IS THE PURPOSE OF YOUR GROUP?

Define your vision

• Volunteerism

• Awareness

• Fundraising

• Cultivation of Leadership

Page 15: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

RECRUIT KEY LEADERSHIP

Choose someone with leadership ability and community connections

Sit down over coffee or lunch to propose your idea and solicit their ideas.

If you can identify 2-3 of these key individuals, you are doing great!

Who in your organization is active?

• Development Committee

• Board Member

• Volunteer/Donor

Page 16: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

RECRUIT KEY LEADERSHIP

Work with your 2-3 newly recruited leaders to recruit another 3-4 interested individuals

Ask them to reach out to friends, colleagues, neighbors, churches

Search your donor and volunteer database

The key is to recruit each one individually. Meet with them personally to explain your organization, what you are trying to accomplish with an auxiliary board and the expectations of being a member. Remember to solicit their input and ideas and be willing to adapt as you move forward.

Page 17: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

WHAT TO LOOK FOR IN A YOUNG FRIEND BOARD MEMBER

• Offers a unique skill set. It’s

probably not a good idea to have a

young friends board filled only with

accountants.

• Has a passion for the organization.

• Has the time to get involved.

• Enjoys working with the board.

Page 18: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

DEVELOP THE YOUNG FRIENDS BOARD

• Bring your new recruits together for a planning/strategy meeting

• Clarify the Board’s Purpose

• Identify Activities

• Define Board Roles

• Bylaws

• Formal Leadership Roles

• Identify and Define Committees

Page 19: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

DEVELOP THE YOUNG FRIENDS BOARD

1. Volunteer Recruitment

2. Membership

3. Fundraising

4. Event(s)

5. Marketing/Communications

Some Committee Options:

Page 20: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

RECRUIT MEMBERS

You now have identified committees and board roles

Recruit Committee Members

Recruit Additional Board Members

Recruit Membership

Page 21: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

RECRUIT MEMBERS

Develop your engagement plan and timeline

Who is your target audience

Recruit with specific skill sets in mind

How will you meet them

How will you engage them

Page 22: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

RECRUIT MEMBERS

1. Search your donor/volunteer database

2. Reach out to the Junior League and other community/civic organizations

3. Reach out to large corporate employers in your town

4. Blast out in social media and your website

5. Don’t forget to continue to personally ask

6. Hold a Recruitment Party

Page 23: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

RECRUIT MEMBERS

Recruitment Party

• Happy Hour at a new Restaurant/Bar

• Cocktail Party at a Private Home

• Cooking Class/Painting Class

1. Any place where you can make a 15-20 minute presentation on your

organization, introduce your new auxiliary board members and make

the case for joining your new group

2. Ask your current members to invite 3-5 friends, send invites to the top

prospects in your database

3. Follow up on everyone who attended, make appointments to meet with

everyone who expressed interest in participation in your new group

Page 24: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

EXECUTE THE PLAN

• Your board structure is done

• You have recruited members

• Start implementing active committees

• Have tasks for everyone to keep them engaged

• Follow up with a call/text/email a week prior to meetings and

follow up a week after meetings to keep them on track

• Plan on one-on-one meetings to ensure they are engaged and will

fit in with the mission

Page 25: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

SOME NOTES ON EVENT COMMITTEES

Everyone wants to join the events committee, but…

Event planning does not just mean decorating and throwing a fun party

Event planning experience is key

Aim for four specific skill sets

1. Strategist/Project Manager

2. Development (has connections; in kind donations, etc)

3. Creative/Designer (theme concepts, décor, etc)

4. Go-To People(run errands, task-oriented, etc.)

Page 26: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

SOME NOTES ON EVENT COMMITTEES

• 3rd Party Events—where your organizations gets a percentage of

the proceeds

• Community Partner Events

• Signature event for the group. Choose something that reflects the

mission or reflects the nature of the organizations, and something

relatively unique…no golf tournaments, dinner auctions or

walks/runs

Page 27: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

SOME NOTES ON EVENTS: 3RD PARTY

• Little work needed from the nonprofit

• Volunteers put on the entire event and donate

proceeds to the nonprofit

• Great way to raise funds and awareness for the

organization

• Requires dedicated and informed volunteers and

business connections

• Examples: Trivia nights, school/classroom

fundraisers, Dress Down Days

Page 28: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

SOME NOTES ON EVENTS: COMMUNITY PARTNER

• Percentage of an organization’s proceeds are donated to the

nonprofit

• Little if any work is required by the nonprofit, usually help promote

the night, possibly staff an info table to spread awareness

• Examples: Restaurant donates 10% of sales on a particular night,

baseball team donated $10 from every ticket sold

Page 29: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

SOME NOTES ON EVENTS: SIGNATURE

• Event the organization plans and executes every year

• Most time and labor intensive of events, but often offers the most

reward

• Examples: That 80’s Prom, Green Tie Gala, Glow Ball Golf

Tournament, HopeFest

• Example: Derby Brunch

• Tasting, raised $25,000 first year

• Easy, unique event

Page 30: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

Regardless of what projects your group decides to implement

Celebrate the

SUCCESSES!

Page 31: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

ASSESS

Take time to sit down with young friends board and

evaluate the activities of the group of the last year

• Retool some, maybe all

• Eliminate if it does not advance the mission, do

not keep doing something just because you

have done it in the past

• Move forward and be successful next year

Page 32: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

ASSESS

Create a new annual plan internally as to how you are moving this group

forward.

Work with the young friends board to identify annual goals.

Implement recruitment plan annually.

Page 33: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

QUESTIONS?

Yvette LeGear Hartsfield

[email protected]

Mike Hart

[email protected]

Launchstlouis.org For more information and blogs aimed at growing your

young professionals groups

Page 34: Engaging the Next Generation of Leadership Association of Fundraising Professionals St. Louis Annual Conference

PANEL

1. Why have you been involved in charity work?

2. For the organizations in which you are involved, how were they able to recruit you and what effective recruitment tactics have they used?

3. How do you feel you're rewarded for your time and money?  What have you seen as effective tactics to keep young people engaged?

4. If you left an organization at any point, why did you leave?  What could they have done to keep you around?