2013 WEB/AUDIOCONFERENCES

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Association of Fundraising Professionals 2013 WEB/AUDIOCONFERENCES Educating Fundraisers in the 21 st Century Raising Support from Millennials: How to Raise Support from Younger Donors Presented by:

1 Association of Fundraising Professionals 2013 WEB/AUDIOCONFERENCES Educating Fundraisers in the 21 st Century Raising Support from Millennials: How to Raise Support from Younger Donors Presented by: Derrick Feldmann March 19, :00 2:30 p.m. Eastern Noon 1:30 p.m. Central 11:00 a.m. 12:30 p.m. Mountain 10:00 11:30 a.m. Pacific 9:00 10:30 a.m. Alaska Association of Fundraising Professionals 4300 Wilson Boulevard, Suite 300, Arlington, VA (U.S. & Canada) (Mexico)

2 SITE ROSTER FOR SITE COORDINATOR ONLY: FOLLOWING THE PROGRAM, PLEASE COMPLETED ROSTER TO or FAX TO The Association of Fundraising Professionals WEB/AUDIOCONFERENCE 2012 March 19, 2013 Derrick Feldmann Raising Support from Millennials: How to Raise Support from Younger Donors If an AFP Chapter is sponsoring this site, please check the box and list the name of the sponsoring AFP Chapter: Site Coordinator/Registrant (the name of the person to whom the site is registered): Location (City) (State/Province) Total number of participants at this site Please Print Clearly NAME: ADDRESS: MEMBER (Y/N)

3 Derrick Feldmann Derrick Feldmann leads Achieve, a creative research and fundraising agency. He works closely with organizations to develop new and creative approaches to fundraising and Millennial engagement. Derrick leads the research on the Millennial Impact project to understand how the generation connects, involves, and gives to causes. Derrick is the coauthor of Cause for Change: The Why and How of Nonprofit Millennial Engagement published by Jossey Bass.

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4 AFP Webinar March 19, 2013 Raising Support from Millennials Insights Into Millennial Fundraising Presented by Derrick Feldmann ACHIEVE To learn more about offering secure and convenient donation options to your supporters, please visit us at: 1

5 Derrick Feldmann ACHIEVE Derrick Feldmann leads Achieve, a creative research and fundraising agency. He works closely with organizations to develop new and creative approaches to fundraising and Millennial engagement. Derrick leads the research on the Millennial Impact project to understand how the generation connects, involves, and gives to causes. Derrick is the coauthor of Cause for Change: The Why and How of Nonprofit Millennial Engagement published by Jossey Bass. Raising Support From Millennials Insights Into Millennial Fundraising 2

6 1. Micro Millennials participate at micro levels before moving to highly involved states of cause action. Supportive Activism Call Meet Text Post Like Comment Organizing Activism 3

7 2.Peer Small Group Millennials participate with peers/family in small groups. 4

8 Grouped Paul Adams Peer Organizing Lead Organizing Efforts and Outreach Young Professional Groups Junior Boards Advisory Boards Committees Small Group Volunteering Fundraising Creating Interest Among Peers Through Petition Signing Content Approval Liking and Comments Sign Up to Hear More Via , Text, Messages Group Organizing 5

9 3. Action = Transparent Solutions Millennials act when organizations are transparent agents of tangible solutions. 6

10 Millennials. Learn Act Give Because they were triggered by what they heard (peer, family, workplace, ad), a memory, or by something at an event/activity. 7

11 Millennials connect to actions and their friends actions. Volunteer Experiences 8

12 Giving 9

13 42% W h a t I n s p i r e s Me In The Moment 1. Micro Givers Create small, actionable opportunities for Millennials to support. 10

14 2. Be Tangible Create tangibility and don t be afraid to create campaigns that are loss leaders. 11

15 3. Peer Influence Millennials will respond to peers regardless of how creative your request. 12

16 Event Style Fundraising 64% Raise Money For Event 59% 13

17 USABILITY 14

18 15

19 APPEALS Send A Series Of 2-3 s Catchy Subject Line - Personal Concise And Visually Compelling Options For Gifts At Different Levels Show Direct Impact Of Gifts Link To Other Great Online Content 16

SOCIAL MEDIA Send Messages Using Campaign Theme Share Compelling Stats & Ways A Gift Can Impact Some Can

To Encourage Giving If More Advanced Apps Can Even Collect Donations Send Reminders During Final Days &

Make Your Site Mobile- Friendly Include Clear Link To Donate & Easily Accessible Contact Information

20 SOCIAL MEDIA Send Messages Using Campaign Theme Share Compelling Stats & Ways A Gift Can Impact Some Can Include Direct Asks, But Not All Find Leads To Post And Share Stories On Your Behalf Create A Facebook App To Encourage Giving If More Advanced Apps Can Even Collect Donations Send Reminders During Final Days & Goal Updates MOBILE If Over 5% Of Website Users Are Viewing On Mobile Devices You Need A Mobile Strategy Make Your Site Mobile- Friendly Include Clear Link To Donate & Easily Accessible Contact Information Explore Text-to-Give/Pledge Options If Right For You Organizations Audience Include Text Options On DM, , SM, Website 17

SPECIAL EVENTS Promote Social Media Sharing and Check-ins Collect Email Addresses and Contact Info for Future Cultivation and

Pledge Site BUILD APPEAL AROUND TIMELY ELEMENT Ideas: Awareness Month, Special Opportunity, Specific Project Need, News Lead

21 SPECIAL EVENTS Promote Social Media Sharing and Check-ins Collect Addresses and Contact Info for Future Cultivation and Solicitations Make Sure To Incorporate An Ask Don t Just Put An Envelope On A Table Have Mobile Giving Options Text or Mobile Pledge Site BUILD APPEAL AROUND TIMELY ELEMENT Ideas: Awareness Month, Special Opportunity, Specific Project Need, News Lead With Timeliness, Tie In Story, Then Make Ask Perfect Time To Experiment With New Ideas Segment! Segment! Segment! Set Realistic Goals 18

22 Millennial Fundraising Campaign Creation Purpose Why do we need Millennials to give? What is the quantifiable goals of a fundraising campaign? Roles What is the role of the organization? What is the role of the lead? What is the role of the follower? Message What is the actionable message that will create a lead in to create the chain communication on giving? Why should a Millennial care about giving to our organizations? What can the Millennial do once receiving the message? How will you distribute the message? (Tools) Action What is the ultimate action we want Millennials to take? What are the micro actions Millennials will take leading to the ultimate goal? Final Thoughts 19

23 1. Tools The tools Millennials use should not be confused for the strategy to engage them. 2. Recipient Message to become a recipient. 20

24 3. Followers vs. Leader Not every Millennial is an influencer but they have friends and followers. Millennial micro action, inspired by others, for the tangible benefit of someone else. Derrick Achieveguidance.com TheMillennialImpact.com CauseforChangebook.com 21

Questions? Derrick Feldmann dfeldmann@achieveguidance.com TheMillennialImpact.

Digging Deeper for Lifetime Value Allison Porter & Rick Malchow For a listing of the 2013 AFP

25 Questions? Derrick Feldmann TheMillennialImpact.com Coming Next. April 11, :00 2:30 p.m. ET Digging Deeper for Lifetime Value Allison Porter & Rick Malchow For a listing of the 2013 AFP Web/Audioconference Series, please visit our website at in the professional development section. 22

26 CERTIFICATE OF PARTICIPATION I was a participant in the AFP Webconference held March 19, :00 2:30 PM Eastern Raising Support from Millennials: How to Raise Support from Younger Donors Presented by: Derrick Feldmann Full participation in this session is applicable for 1.5 points in Category 1.B Education of the CFRE International application for initial certification and/or recertification. Signed This is for your records only.

27 Association of Fundraising Professionals March 19, 2013 Raising Support from Millennials: How to Raise Support from Younger Donors You may use this form to capture your immediate impressions. Please complete the evaluation online by March 26, 2013 at: EXCELLENT AVERAGE POOR (7) (6) (5) (4) (3) (2) (1) 1. OVERALL RATING 2. CONTENT 3. HANDOUTS 4. AUDIO QUALITY 5. EASE OF REGISTRATION 6. SIMILARITY OF ACTUAL PROGRAM VERSUS ADVERTISED CONTENT 7. VALUE PRESENTER: OVERALL EFFECTIVENESS 8. Derrick Feldmann MY SITE PARTICIPATED AS: A WEBCONFERENCE AN AUDIOCONFERENCE WOULD YOU PARTICIPATE IN ANOTHER VIRTUAL SEMINAR? YES NO WHAT WAS YOUR OVERALL IMPRESSION OF THE EVENT AND THE VIRTUAL SEMINAR FORMAT? ANY ADDITIONAL COMMENTS? NAME (OPTIONAL): SITE LOCATION: YOUR FEEDBACK IS IMPORTANT! YOU MAY COMPLETE AN ELECTRONIC EVALUATION AT

Association of Fundraising Professionals 2013 WEB/AUDIOCONFERENCES Educating Fundraisers in the 21 st Century JANUARY 24, 2013, THURSDAY Transformational Gifts: Using Philanthropic Planning To

28 Association of Fundraising Professionals 2013 WEB/AUDIOCONFERENCES Educating Fundraisers in the 21 st Century JANUARY 24, 2013, THURSDAY Transformational Gifts: Using Philanthropic Planning To Partner with Prospects and Advisors Brian Sagrestano, JD, CFRE FEBRUARY 5, 2013, TUESDAY Writing a Fabulous Case for Donor Support Tom Ahern ** FEBRUARY 21, 2013, THURSDAY What Great Boards Do at Their Board Meetings And What They Don t Do! Simone Joyaux, ACFRE MARCH 7, 2013, THURSDAY Analyze and Identify: Three Steps to Understanding Your Prospects and Supporters Michael Quevli MARCH 19, 2013, TUESDAY Raising Support from Millennials: How to Raise Support from Younger Donors Derrick Feldmann APRIL 11, 2013, THURSDAY Digging Deeper for Lifetime Value Allison Porter and Rick Malchow APRIL 23, 2013, TUESDAY The Power of Planning: Building a Strategic and Long- Term Development Plan Andrea McManus, CFRE MAY 8, 2013, WEDNESDAY Doing Well While Doing Good: Advancing Your Career in Professional Fundraising Adam Burk, CFRE ** MAY 23, 2013, THURSDAY Navigating Change: The Three Stages of Board Engagement Robbe Healey, MBA, NHA, ACFRE JUNE 6, 2013, THURSDAY 6 Steps to Creating a Written Fundraising Plan Sandy Rees, CFRE JUNE 18, 2013, TUESDAY Online Success Strategies, Tools & Trade Secrets Ted Hart, ACFRE JULY 10, 2013, WEDNESDAY The Anatomy of Engaging Campaigns Mike Snusz JULY 24, 2013, WEDNESDAY What s Wrong with Your Fundraising and How You Can Fix It Linda Lysakowski, ACFRE and Ellen Bristol AUGUST 8, 2013, THURSDAY Identifying Grateful Patients as Prospects Timothy Logan, ACFRE and Brian Hervey, CFRE AUGUST 21, 2013, WEDNESDAY How to Incorporate Online Giving Into Your Annual Fund And Track it Valerie Lambert ** SEPTEMBER 10, 2013, TUESDAY The Shifting World of Business and Community Jocelyne Daw SEPTEMBER 25, 2013, WEDNESDAY Online Success Strategies, Tools & Trade Secrets Ted Hart, ACFRE OCTOBER 10, 2013, THURSDAY Annual Fund and Major Gifts Partnerships: Pipeline Management and Donor Michael Delzotti, CFRE and Chris Kasavich, MBA, CFRE OCTOBER 23, 2013, WEDNESDAY The Latest and Greatest in Fundraising from Around the Globe Penelope Cagney, CFRE and Bernard Ross NOVEMBER 7, 2013, THURSDAY Effective Campaigns: The Design, Content and Delivery of Effective Campaigns Derrick Feldmann NOVEMBER 19, 2013, TUESDAY ** DECEMBER 11, 2013, WEDNESDAY Accountability and Ethics Can Make or Break Your Organization Jim Greenfield, ACFRE, FAHP CFRE Approved Continuing Education Provider *Please note each Web/Audioconference session offers CFRE points! ** Denotes ACFRE credit Web/Audioconferences will be held at 1:00-2:30 p.m. Eastern / 12:00-1:30 p.m. Central 11:00 a.m. 12:30 p.m. Mountain / 10:00-11:30 a.m. Pacific / 9:00-10:30 a.m. Alaska FEES: $159 (U.S.) per member session; $295 (U.S.) per nonmember session Special AFP Member Bundle - $99 per session when registering for 10 or more programs at one time!

29 AFP 2013 WEB/AUDIOCONFERENCE SERIES January 24, 2013 Brian Sagrestano: Transformational Gifts: Using Philanthropic Planning to Partner with Prospects and Advisors February 5, 2013 Tom Ahern: Writing a Fabulous Case for Donor Support February 21, 2013 Simone Joyaux: What Great Boards Do at Their Board Meetings And What They Don t Do! March 7, 2013 Michael Quevli: Analyze and Identify: Three Steps to Understanding Your Prospects and Supporters March 19, 2013 Derrick Feldmann: Raising Support from Millennials: How to Raise Support from Younger Donors April 11, 2013 Allison Porter and Rick Malchow: Digging Deeper for Lifetime Value April 23, 2013 Andrea McManus: The Power of Planning: Building a Strategic and Long-Term Development Plan May 8, 2013 Adam Burk: Doing Well While Doing Good: Advancing Your Career in Professional Fundraising May 23, 2013 Robbe Healey: Navigating Change: The Three Stages of Board Engagement June 6, 2013 Sandy Rees: 6 Steps to Creating a Written Fundraising Plan June 18, 2013 Ted Hart: Online Success Strategies, Tools & Trade Secrets July 10, 2013 Mike Snusz: The Anatomy of Engaging Campaigns July 24, 2013 Linda Lysakowski and Ellen Bristol: What s Wrong with Your Fundraising and How You Can Fix It August 8, 2013 Timothy Logan and Brian Hervey: Identifying Grateful Patients as Prospects August 21, 2013 Valerie Lambert: How to Incorporate Online Giving Into Your Annual Fund And Track It September 10, 2013 Jocelyne Daw: The Shifting World of Business and Community September 25, 2013 Ted Hart: Online Success Strategies, Tools & Trade Secrets October 10, 2013 Michael Delzotti and Chris Kasavich: Annual Fund and Major Gifts Partnerships: Pipeline Management and Donor October 23, 2013 Penelope Cagney and Bernard Ross: The Latest and Greatest in Fundraising from Around the Globe November 7, 2013 Derrick Feldmann: Effective Campaigns: The Design, Content and Delivery of Effective Campaigns November 19, 2013 December 11, 2013 Jim Greenfield: Accountability and Ethics Can Make or Break Your Organization This order is for [ ] Live Event, [ ] Download, [ ] CD ($8.95 for shipping in the U.S., $20 for International orders) Four ways to register: Webconferences will be held at 1:00-2:30 p.m. Eastern / 12:00-1:30 p.m. Central 11:00 a.m. 12:30 p.m. Mountain / 10:00-11:30 a.m. Pacific / 9:00-10:30 a.m. Alaska FEES: $159 (U.S.) per member site per session; $295 (U.S.) per nonmember site per session Special AFP Member Bundle - $99 per session when registering for 10 or more programs at one time! Online: Fax: Phone: Mail: Peach New Media, 1100 Circle 75 Parkway, Suite 900, Atlanta, GA Please print clearly (especially the address) Name Member ID# Title Organization [ ] My Site is sponsored by an AFP Chapter Chapter Name Street Address City State/Province Zip/Postal Code Country Phone Fax Can t make a Webconference? Purchase the recorded session as a download or on CD. Call or visit our website at (Payment must accompany registration and must be paid in U.S. funds) Method of payment (check one): [ ] Check enclosed payable to Peach New Media [ ] MasterCard [ ] VISA [ ] AMEX [ ] Discover Card # CVV Code Exp. Signature 3-digit code on back of card Billing Address: City State Zip

MILLENNIAL PEER FUNDRAISING CAMPAIGNS. DERRICK

MILLENNIAL PEER FUNDRAISING CAMPAIGNS DERRICK FELDMANN @derrickfeldmann THE PEER MOVEMENT THE PEER MOVEMENT IS BASED ON OUR HUMAN NEED TO SHOW AND SUPPORT THOSE CLOSEST TO US WHY DOES IT WORK? 1 WHY DOES