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/emilydavisconsulting /AskEmilyD
@jfederations #philanthropy #governance #nextgendonors
JEWISH FEDERATIONS OF NORTH AMERICA
Cabinet Retreat July 29, 2015
Emily Davis, MNM, CGT
/emilydavisconsulting /AskEmilyD
@jfederations #philanthropy #governance #nextgendonors
30 seconds or less
Name & Title
Mission Moment
Outcome
/emilydavisconsulting /AskEmilyD
@jfederations #philanthropy #governance #nextgendonors
TURN ON YOUR TECH
Follow the conversation… @jfederations @AskEmilyD
#nextgendonors #nonprofit
#governance
/emilydavisconsulting /AskEmilyD
@jfederations #philanthropy #governance #nextgendonors
AGREEMENTS / GROUND RULES
Stay on time Facilitator to move us forward Follow agenda Parking lot Respect and engage new ideas Take risks Listen and hear Ask questions Avoid interrupting Embrace consensus Bring imagination See opportunities
Step up step back Sit in silence Safe space Focus on goals/outcomes Minimize disruptions Technology Breaks One speaker at a time
/emilydavisconsulting /AskEmilyD
@jfederations #philanthropy #governance #nextgendonors
AGENDA
Introductions
Federation Message
Engagement Strategies
Board Development
Close
/emilydavisconsulting /AskEmilyD
@jfederations #philanthropy #governance #nextgendonors
TODAY’S GOALS
• Learn best practices
• Share experiences
• Ask questions • Identify action
steps • Avoid pitfalls
/emilydavisconsulting /AskEmilyD
@jfederations #philanthropy #governance #nextgendonors
Ø 55% of Millennials donated 10 – 20 hours in the last month.
Ø 52% of Millennials donated 4 - 10 hours in the last month.
Ø 26% of Millennials donated no volunteer time
/emilydavisconsulting /AskEmilyD
@jfederations #philanthropy #governance #nextgendonors
COACHING & MENTORING
ENCOURAGE LEADERSHIP
ROLES
DEVELOP PIPELINE
HOW WE RECRUIT
RECRUIT FROM WITHIN
INVEST IN TRAINING
PRIORITIZE INCLUSIVITY
/emilydavisconsulting /AskEmilyD
@jfederations #philanthropy #governance #nextgendonors
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
Create culture
/emilydavisconsulting /AskEmilyD
@jfederations #philanthropy #governance #nextgendonors
MILLENNIAL MOTIVATIONS*
• Engage with issues, causes and people, not loyalty to institutions
• Smaller actions can lead to larger ones
• Influenced most by family & peers • Time & money = philanthropy • Need to access orgs virtually
*2014 Millennial Impact Report
/emilydavisconsulting /AskEmilyD
@jfederations #philanthropy #governance #nextgendonors
THE FEDERATION MESSAGE
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@jfederations #philanthropy #governance #nextgendonors
GREAT ELEVATOR PITCHES
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@jfederations #philanthropy #governance #nextgendonors
WORLD CAFÉ: ENGAGEMENT
• Station captains: note taker & share out
• 5 min/station • Answer question
prompts • Share out
Giving Levels Events
Family Programming
Innovative Ideas
/emilydavisconsulting /AskEmilyD
@jfederations #philanthropy #governance #nextgendonors
SHARE OUT
Giving Levels Events
Family Programming
Innovative Ideas
/emilydavisconsulting /AskEmilyD
@jfederations #philanthropy #governance #nextgendonors
BOARD DEVELOPMENT
/emilydavisconsulting /AskEmilyD
@jfederations #philanthropy #governance #nextgendonors
Set organizational
direction
Provide oversight
Ensure necessary resources
BOARD ROLES & RESPONSIBILITIES
/emilydavisconsulting /AskEmilyD
@jfederations #philanthropy #governance #nextgendonors
1. Determine mission & purpose
2. Select the chief executive
3. Support & evaluate the chief executive
4. Ensure effective planning
5. Monitor & strengthen programs & services
6. Ensure adequate financial resources
7. Protect assets & provide financial oversight
8. Build a competent board
9. Ensure legal & ethical integrity
10. Enhance the organization’s public standing
10 BASIC BOARD RESPONSIBILITIES
/emilydavisconsulting /AskEmilyD
@jfederations #philanthropy #governance #nextgendonors
SAMPLE BOARD RECRUITMENT TIMELINE
• Review docs & past recruitment • Design self-eval Month 1
• Conduct self-eval & demo matrix • Design application, interview questions & outreach messaging Month 2
• Add to website • Share with networks Month 3
• Schedule & conduct interviews • Invite to board meeting Month 4
• Host at board meeting • Make recommendations Month 5
• Inform candidates • Schedule orientation • Intro board buddies
Month 6
• Debrief process • Gather feedback Month 7
/emilydavisconsulting /AskEmilyD
@jfederations #philanthropy #governance #nextgendonors
WHAT MAKES ‘EM TICK
• Always YES • Wants to help everyone & everything
• Caution!
OVER-COMMITTED
• Need lots to stay engaged
• Don’t let them sit around
BUSY, BUSY, BUSY
• Verbal & print
• Use titles & acknowledgment
LIKES RECOGNITION
• Stays focused & on track • Great for events • May get discouraged by others lack of support
ORGANIZER
• Lots of ideas for improvement
• Pair with an Organizer to keep things moving
CREATIVE
*Abigail Harmon
/emilydavisconsulting /AskEmilyD
@jfederations #philanthropy #governance #nextgendonors
FOR EVERY MEETING
• Serve mission • Location • Outcomes • Agenda – out three
days prior with add’l items
• Honor time
• Shared responsibilities – Minutes or notes
(action items & deadlines)
– Facilitation • Provide food • Follow up
/emilydavisconsulting /AskEmilyD
@jfederations #philanthropy #governance #nextgendonors
FACILITATION TIPS
• Concentrate on outcomes & mission
• Step up step back • Different perspectives &
agendas • Behind-the-scenes prep • Solicit feedback • Allow space for
questions
/emilydavisconsulting /AskEmilyD
@jfederations #philanthropy #governance #nextgendonors
ONE TAKE AWAY
/emilydavisconsulting /AskEmilyD
@jfederations #philanthropy #governance #nextgendonors
• BoardSource • Nonprofit Board
Answer Book • Creating Caring and
Capable Boards • 10 Basic
Responsibilities of Nonprofit Boards
• The Board Building Cycle
• Fundraising and the Next Generation
• Liquid Leadership • Next Gen Donors
Report • Millenial Donors
Report
RESOURCES
/emilydavisconsulting /AskEmilyD
@jfederations #philanthropy #governance #nextgendonors
Emily Davis, MNM Emily Davis Consulting
(720) 515-0581 [email protected]
emilydavisconsulting.com