1. Generational Fundraising And Development Strategies
With Chuck Underwood

2. America’s Living Generations
G. I
Silent to 90
Boomer to 71
Gen X to 52
Millennials to 35

3. Denver Foundation: Philanthropic Values and Criteria
SIL BOOM X MIL
Volunteerism yes yes weak yes
Religion trad’l seek seek seek
Parent message yes yes got lost yes
Make difference yes yes weak yes

4. Denver Foundation: Philanthropic Values and Criteria
SIL BOOM X MIL
Long-term cause yes yes no no
Trust organiz’n prove prove prove prove
Tax advantage yes yes yes later
Sense of cmnty yes yes weak yes

5. Silents Birth Years: 1927 – 1945 Current Age: 72 to 90
How Many Born: 46,582,000
Formative Years: ’30s to early ’60s

6. Silents AS DONORS & VOLUNTEERS Possess all basic giving core values
Have the ability, energy to participate
More wealth than prior generations
Overlooked: so celebrate them!
Courtesy
Thoroughness
Gentleness. “Slow down”.

7. It’s a new world up there at The Top Of Life
Silents
It’s a new world up there at The Top Of Life

8. The Not-So-Silent Generation

9. Boomers Birth Years: 1946 – 1964 Current Age: 53 to 71
How Many Born: 79,907,844
Formative years: ’50s to early ’80s

10. Boomers The corporate decision-makers
AS DONORS, VOLUNTEERS
The corporate decision-makers
Possess all basic giving core values
Possess more than 50% of wealth
How long will they live?
How much $ do they need to retire?

11. Boomers Career Next: volunteerism?
AS DONORS, VOLUNTEERS
Career Next: volunteerism?
As donors: aggressive about use of $
Demanding, selective, creative

12. Boomers Probe for “make a difference” values
AS DONORS, VOLUNTEERS
Probe for “make a difference” values
Pitch to their core values
Marketing pieces: concise, thorough

13. GenX: 58,541,842 Armies Of One Birth Years: 1965 – 1981
Current Age: 36 to 52
How Many Born: 58,541,842
Formative Years: ’70s - early 2000s

14. GenX
AS DONORS, VOLUNTEERS
Childhood: unfavorable for giving
Skeptical, distrustful, self-focused
Weaker sense of community, “we”

15. GenX
AS DONORS, VOLUNTEERS
Not a “joiner” generation
Not a cause-oriented generation
Financially uncertain
Pragmatic with money

16. GenX
AS DONORS, VOLUNTEERS
Younger X’ers: time-poor
Older: how will they empty-nest?
Will they volunteer and give money?

17. GenX
AS DONORS, VOLUNTEERS
Family-First Generation: pitch to it
Have been pitched their entire lives
Cut the crap
Emotional messaging might fail
Be practical: what’s in it for me?

18. Mils The New World Birth Years: 1982 - 1999 so far
Current Age: to so far
How Many Born: 70,127,000 so far
Formative Years: ’s to now

19. Mils AS DONORS, VOLUNTEERS Possess core values for giving
Few have money to give now
But will give their time
A “group-think”, joiner generation

20. Mils AS DONORS, VOLUNTEERS Might want to do it differently
Give them a voice
Remind them: Millennials think big

21. Generational Event Strategy
Silents and Boomers: MOBILIZE THEM!
They’re twiddling their thumbs!
They seek “something to do”
Generation-specific events at a local theater or in your studio; lectures, receptions, travel, volunteerism

22. Generational Event Strategy
Silents and Boomers
Boomers: business/leader events
Boomers: tech training
Silents: celebrate them; Silent Night
Silents: just them, no Boomers

23. Generational Event Strategy
Gen X
Current life stages:
> Early to late career
> Single to new parents to grandparents
> Many are home owners

24. Generational Event Strategy
Gen X
> The key: Help me with my life > Motherhood, fatherhood > Consider guys-only event; manhood > Women surging: help them > Leadership training, networking > Entertainment: “their” celebrities

25. Generational Event Strategy
Millennials
Love group events
Foodies
Techies
New, new experiences
Visuals and selfie opportunities

26. Generational Event Strategy
Millennials
But also: “HELP!!!”
Careers: they’re off to a rocky start
Workshops, just for their generation
Motherhood, fatherhood
Personal finance
TEACH them: live events, online

27. Generational Messaging
Identify target generation(s).
Identify current life stages.
Select generational core values.
Craft your product/message to resonate with core values.

28. Generational Strategies: A Permanent Filter In Your Brain

29. Additional Content
Book and DVD’s at

30. EM: chuck@genimperative.com
Contact Me At Any Time
The Generational Imperative, Inc.
EM:
PH: (Ohio)