Fundraising and the Next Generation, + Website

EMILY DAVIS has been working in the non-profit sector as an executive director, staff member, consultant, founder, board member, and volunteer for over fifteen years. She currently serves as the President of EDA Consulting in addition to many board and advisory roles in Colorado as well as nationally. She trains and consults on a number of different areas including board development, online communications, multigenerational philanthropy, and fundraising. Her passion for effective leadership has garnered numerous awards and nominations. Emily received her master's in nonprofit management from Regis University.

• Acknowledgments xv CHAPTER 1 Introduction 1Embracing New Approaches 1How This Book Is Organized 3Getting Started 6CHAPTER 2 Generations in Philanthropy 7Setting the Stage 7Defining the Generations 8Leading Multigen Fundraising Efforts 16Conclusion 37Notes 40CHAPTER 3 Engaging Philanthropy’s Next Generation 43The Opportunities of Seeking Funds from Young Philanthropists 43Cultivating the Next Generation of Donors 45Relationships Don’t Change 60Conclusion 63Notes 70CHAPTER 4 Volunteering Is Philanthropy 73Creating Volunteer Opportunities Increases Prospective Donors 74Committee Participation 80Board Service 82Conclusion 92Notes 93CHAPTER 5 The Next Generation of Grant Makers 95Investing in Professional Development 96Networking Resources 100How Social Media Changes Grant Making 101Understanding Family Philanthropy 102What Nonprofits Can Do 113Notes 115CHAPTER 6 Harnessing the Power of Online Communications 117Going Where the Givers Are 117Social Media Is a Tool, Not the Tool 119Listen to Your Fans and Followers 120Social Media Is a Plant 122Social Media Is Stewardship 123Adding Value through Social Media 124Social Media Is a Two-Way Street 124Not Everyone ‘‘Diggs’’ Social Media 125It Ain’t Free 126Build a Social Media Plan 126Implementing the Social Media Plan 129Evaluating Social Media Strategies 135Social Media Policies 135Conclusion 138Notes 139CHAPTER 7 Conclusion 141Where to Go from Here 141Becoming a Learning Organization 143APPENDIX A Worksheets, Plans, and Templates 145Fundraising and the Next Generation Worksheet 146Organizational Readiness Assessment 148Stewardship Plan Worksheet 155Sample Memorandum of Understanding (MOU) 160Sample Board Recruitment Plan 162Social Media Plan Worksheet 165Social Media Plan Outline 167Blog Post Template 171Notes 172APPENDIX B Selected Interviews 173Next Gen Philanthropist: Mike Gast, Resource Generation 174Next Gen Grant Maker: Jason Franklin, Bolder Giving 179Multigen Family Philanthropy: Sharna Goldseker, 21/64 184Family Philanthropy Consultant: Lisa Parker, Family Circle Advisors 190Family Foundation: Mary Galeti, The Tecovas Foundation 193Giving Circles: Alan Frosh, The Gordian Fund 196Giving Tiers: Jennie Arbogash, Social Venture Partners of Boulder County 202Notes 206APPENDIX C Survey Summaries 207Multigenerational Development Office Survey Results 208Philanthropy’s Next Generation Survey Results 230About the Author 289Index 291