Creating an Intergenerational Legacy – Presentation

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					Creating an Inter-Generational Legacy:
  Successful Strategies for Inclusion

             Lynn Wooten, PhD
• Session Introduction
• The Transforming Michigan Philanthropy
  through Diversity and Inclusion Initiative
• Diversity & Inclusion in Family Foundations
  – Awareness of Generational Differences
  – Inclusion of Different Generations
  – Engagement Different Generations
• Discussion & Dialogue
Transforming Michigan Philanthropy Through
          Diversity and Inclusion
 Vision: To be a catalyst for positive social
   change to transform Michigan
 Goal: To increase the effectiveness of
   organized philanthropy in Michigan
                          Conceptualizing Diversity and Inclusion

 • Diversity is the extent to which                                 • Inclusive organizations not only
   an organization has people from                                    have diverse people engaged,
   diverse backgrounds and                                            more importantly, these
   communities working as board                                       organizations:
   members, staff, and volunteers.                                        – Are Learning centered
   The management of diversity also                                       – Value perspectives and
   extends to the communities you                                           contributions of all people
   serve and collaborators.                                               – Strive to incorporate the needs
                                                                            and viewpoints of diverse
                                                                            communities into the design and
   Diversity is the mix. Inclusion is
                                                                            implementation of programs
   making the mix work
   -Hewitt & Associates                                                   – By definition are diverse at all

Pease, Katherine. Inclusiveness at Work, Published by The Denver Foundation

    Diversity, Inclusion and Organizational Excellence

“Diversity is essential for life. Only when
diversity is present can the ability to thrive be
assured. Diversity make chaos visible, as it
pushes systems to forever adapt to changes
in their environment.”
   -- Tim Porter-O’Grady and Kathy Malloch (2003), Quantam Leadership
       Diversity & Inclusion in the Philanthropic Sector

Investments in     Built Upon:
                   •Individual Values
Diversity          •The Organization’s Mission
Management         •Interpersonal Competencies        Implementing          Organizational
                   •Leadership Practices
& Inclusive        • Strategic Capabilities           A Strategy            Effectiveness
Cultures           • Human Resource Management
                   •Community Partners

      As a Funder: Grantmaking & Programming
      As an Employer: Internal Culture & Human Resources Management
      As an Economic Entity: Consumer of Services & Products, Investor in
      Financial Markets& Fundraiser
      As a Community Leader: Community Citizen, Civic Partner & Convener
Pondering & Focus Groups
               What We Learned
• Diversity & Inclusion Issues
  –   Intergenerational
  –   Familial Relationships & Ties
  –   Communication
  –   Distance
  –   Use of Technology
  –   Engagement
• A need for tools that are designed specifically
  for family foundations
The Unveiling
  Bridging the Generations

Awareness   Inclusion   Engagement
         Generational Diversity
• Generational diversity is rarely discussed in the
  workplace .
• It is the “elephant in the room”; people know it’s
  there, but unless asked, pretend they do not see it.
Generational Viewpoints

• Generations are people moving through
• Each generation possesses a distinctive style
  of self-worth.
• Each generation brings its own set of values,
  beliefs, life experiences and attitudes to
  personal and professional interactions.
Affirming Generations: Life Maps a Personal Perspective

 • Construct a life map that highlights key generational events
   and icons in your life, such as political events, wars,
   celebrations, heroes, television shows.
 • How do these events and icons influence the following
   aspects of your foundation:
    –   Values
    –   Goals
    –   Mission
    –   Interpersonal Interactions
                                Life Map

Defining Moments

  Key People



            Childhood   Adolescent     Young Adulthood   Middle Aged
     Who are the Generations?
• The Traditionalists, Veterans or the Silent
  Generation (1928-1945).
• The Baby Boomers (1946-1964)
• Generation X (1965-1980)
• Generation Y (1981-1999)
• Generation Z (Born after 1999)
       The Traditionalist, Veterans or the Silent
         Generation (Born between 1928-1945)
• Seminal Events               – Heroes
   –   World Wars                 • Franklin & Eleanor
   –   The Great Depression
                                  • Babe Ruth
   –   Stock Market Crash         • Betty Crocker
   –   Technology                 • George S. Patton
        • Television
        • Automobile           – Cultural Memorabilia
   – The New Deal                 •   Saving Money
   – Lindbergh First Flight       •   Superman
                                  •   Mickey Mouse
                                  •   Tarzan
                                  •   Blondie
The Traditionalists, Veterans or the Silent
   Generation: View of Philanthropy
• Give to nonprofits
• Loyal to mission
• Civic minded
• Philanthropy is an
  obligation or duty
• “Push” Marketing              Mary

• Keep up with nonprofits via
  direct mail or personal
  interactions                         Robert
• Stats
    – 79% give to charity
    – 25% give online
Baby Boomers (Born Between 1946-1964)
• Seminal Events                – Heroes: Gandhi, MLK, The
                                  Kennedy Family, John Glenn
   –   Civil Rights Movement    – Cultural Memorabilia
   –   Vietnam War                  •   The Peace Sign
   –   Woodstock                    •   Fallout Shelters
                                    •   Poodle Skirts
   –   Martin Luther King and       •   The Ed Sullivan Show
       John F. Kennedy              •   Mod Squad
   –   Birth Control Pills          •   TV Dinners
   –   Man on the Moon          – Known As
                                    • Hippies
   –   NOW was Founded              • Yuppies
   –   Peace Corps                  • The Me Generation
   –   Cuban Missile Crisis
The Baby Boomers: View of Philanthropy
                   • Give to change the world
                   • Not loyal to just one
                     approach or organization
                   • The personal touch matters
                   • Keep up with nonprofits
                     and their work online, via
                     emails and direct mail
                   • Stats
                      – 67% give annually
                      – 31% give online

  Linda and John
       Generation X (1965-1980)
• Seminal Events                • Heroes
   – Watergate Scandal             – None
   – Personal Computers         • Cultural Memorabilia
   – Operation Desert Storm        –   Cabbage Patch Dolls
   – Ronald Regan                  –   The Brady Bunch
   – Stock Market Plummets         –   Pet Rocks
   – Energy Crisis                 –   Dynasty
   – American Held Hostage by      –   ET
   – Challenger Disaster
   – AIDS
Generation X: View of Philanthropy

                      Michael & Lisa

     –   Care about causes and the performance of nonprofit
     –   Prefer to focus on attainable goals
     –   Involvement is important
     –   Respond to world events
     –   Use social media and email to find out about causes
     –   Stats
          • 58% give to charity
          • 35% give online
    Generation Y (Born After 1980)
•   Seminal Events                      •   Heroes
     – September 11th                        –   Ricky Martin
     – Columbine                             –   Venus & Serena Williams
     – Technology                            –   Courtney Love
                                             –   Kurt Cobain
         •   Cell Phones
                                             –   Reality TV stars
         •   I-pods
         •   The Internet               •   Cultural Memorabilia
                                             –   Barney
         •   Laptops
                                             –   Beanie Babies
     – The Family Values Movement; A         –   Video Games
       wanted generation
                                             –   Microwave Popcorn
     – The overscheduled, tutored and        –   Pin Numbers
       coached childhood
                                        •   Demographics
                                             – 14 million are children of
                                             – The least Caucasian of all
        Generation Y:View of Philantrophy
•   Finding happiness through philanthropy
•   Global perspective and civic-minded
•   Optimistic about the possibilities of philanthropy
•   Give because of issues and causes they want to address
•   Engage others through online communities
•   Stats
     – 56% give to charity
     – 29% give online

          Jessica                              Christopher
Inclusion of Different Generations
             What is Inclusion?
• “Inclusion is a sense of belonging: feeling
  respected, valued for who you are; feeling a level of
  supportive energy and commitment from others so
  than you can do your best work.”
         Inclusion in Practice
Each member feels a sense of belonging
Each member feels psychologically and
 emotionally safe
Each member has a voice
Each member’s contributions are valued
Each member is empowered
Each member is supported in their endeavors
  Inclusive Inter-Generational Meetings

• Organizing & Planning Meetings
  –   Be flexible with scheduling
  –   Focus on the results you want to produce
  –    Diverse representation on committees
  –   Consider preferences of different generations and the interests you want
  –   Have clarity of the decision making process
  –   Incorporate time for personal interaction and icebreakers
  –   Have guidelines for using technology
  –   Invite younger members to present on topic relevant to the foundation
  –   Make a special effort to include the introverts
           Leveraging Technology
•   Social Media – Facebook
•   Blogs
•   Conference Cals
•   Meeting – GotoMeetings or Readytalk
•   Scheduling of Meeting: Doodle poll
•   Instant Messaging & Texting
•   Video Communication: Skype or Facetime
•   Management of Document Online
 Inclusive Communication Practices & Meetings
                   Traditionalists     Baby Boomers               Gen X                Millenials
                  (66-83 years old)   (47-65 years old)     (31-46 years old)      (12-30 years old)
Agendas         Keynote length      Long breaks,          Short, no breaks.     Short with purposeful
                addresses then      group activities.                           activities
Work Style      Independent time to Teams                 Independent work;    Collaborative, like
                process information                       teams when necessary clear roles/dead-lines
                                                                               & ability to define
Materials       Print @ 12 pt type   General set of       Power point/other    Electronic
                                     talking points on    multi-media
                                     one sheet.
In Person        Yes                 Yes                  No                    No
Phone           Yes                  Yes                  By appt.              Occasionally
Hand Written    Yes                  No                   No                    No
Email           Somewhat             Yes                  Somewhat              Occasionally
Social Media    Not common           Increasing use       Yes                   preferred
• The process of inclusion engages each
  individual and makes people feeling essential
  to the success of the organization. Individuals
  function at full capacity, feel more valued, and
  included in the organization’s mission. There
  is culture shift that creates higher
  performance organizations where motivation
  and morale soar.
            How We’re Building Bridges:
 Stories about Multi-generational Philanthropy from
               Michigan Foundations

• The Colina Foundation
• The Alden & Vada Dow
• The Max M. & Majorie
  S. Fisher Foundation
What Does Engagement Look Like in your
Questions & Discussion
Systems Change Theory

       “Every system
  is exquisitely designed
         to produce
     the results it gets”

  Dr. Harry S. Green, University of Chicago
  Inter-Generational Learning

Consider Margaret Mead’s observation about the
intergenerational nature of societal learning. The best
learning, she argued, was always inter-generational,
with the young people alongside the elders and
together with the middle generation adults. Bringing
people together in these kinds of natural ways, across
the whole system brings out the best in human

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