All posts by Tony Martignetti

Nonprofit Radio, March 26, 2013: Discover Your Brand & Content Marketing

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Nadia Christina Tuma
Nadia Tuma
Nadia Tuma: Discover Your Brand

Nadia Tuma is a brand innovation strategist with clark | mcdowall. Your brand goes much deeper than logo and tagline. What’s the process to discover your brand strategy? Once you’ve found it, how do you manage it? Nadia and I will discuss.

 
 
 

Scott Koegler
Scott Koegler: Content Marketing

Scott Koegler returns. He’s our tech contributor and the editor of Nonprofit Technology News. What content should you post for consumption and where should you put it? How do you start your content marketing? Scott and I will discuss.

 
 
 
Both segments have survey questions. Please take a moment to answer three quick questions. You’ll find it below. Thank you! If you could also share it with other nonprofit professionals, I would appreciate it.
 
 
 

Create your free online surveys with SurveyMonkey , the world’s leading questionnaire tool.

Here is a link to the survey: http://tony.ma/Zpjgmr


Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

When and where: Talking Alternative Radio, Fridays, 1-2PM Eastern

Sign-up for show alerts!

Here is a link to the audio for the show: 135: Discover Your Brand & Content Marketing. You can also subscribe on iTunes to get the podcast automatically.

Planned Giving Is Part Of Your Fundraising Team

Image courtesy of lumaxart on Flickr
Image courtesy of lumaxart on Flickr
Fundraising is a team sport and Planned Giving should be a team player.

Whether you’re a devoted Planned Giving officer or a solo fundraiser occasionally talking to a PG prospect, you can support the bigger effort in several ways.

Ask for annual appeal gifts. When you meet a prospect or donor, or have a “meaningful contact” of any sort, thank them for their annual gift. If appropriate, ask for an increased gift. For the person who doesn’t participate, ask why. Perhaps you can overcome their objections to giving annually.

Ask for help with corporate giving, corporate sponsorship and foundation giving. If your prospect is connected, inquire about possibilities. If they’re with a company–and after coordination with the appropriate gift officer, if there is one–ask about corporate support. As you prepare for a meaningful contact with someone who sits on a foundation board or has a private foundation, consider what might be a good funding match and raise that possibility with your prospect.

Share relationship info back at the office. A meaningful contact almost always yields new information: unknown relationship; a new grandchild; a home for sale; recent illness; a stock windfall or loss; business news; extended vacation; a new car. Whatever you find out gets entered into your relationship management database and shared with those who need to know. Data points are valuable to relationships and you need to preserve them.

Share info with administrative services staff. This won’t apply at smaller shops. If you expect a transfer of stock by DTC or cash by wire, let the staff know in advance what to look out for. DTC transfers come without easily recognizable identifying information, like the donor’s name. If your staff knows to expect 50 shares of Apple, you’ll make their job much easier when it arrives. Wired cash comes with identification, but let those supporting your work know you’re thinking of them. I guarantee they’ll thank you.

Share your knowledge. If you’re a Planned Giving pro, lead in-house training. You want as many people as possible leading you to potential prospects, so explain over a brown bag lunch who makes a good prospect and how to ask if suspects have included the organization in their long-term plans. Train other gift officers, program officers and receptionists–every person who has contact with potential donors.

Your Planned Giving work should support the entire fundraising team.

Nonprofit Radio, March 22, 2013: IRS Sale In Aisle 403(b) & Compensation Clarity

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Evan Giller
Evan Giller
Evan Giller: IRS Sale In Aisle 403(b)

Evan Giller, a founding member of the law firm of Giller & Calhoun, explains the IRS’s 50% off-the-penalty sale for 403(b) retirement plans that are not in compliance. Many plans are not up to code and this is the year to fix the problems. We’ll talk about the common mistakes and what to do.

 

 

Gene Takagi & Emily Chan
Gene Takagi & Emily Chan: Compensation Clarity

Our regular legal contributors, Gene Takagi and Emily Chan of the Nonprofit & Exempt Organizations Law Group (NEO) answer these questions: how do you determine what’s reasonable compensation for executives? What happens if comp is excessive? What’s the automatic penalty that kicks in if you don’t disclose benefits? Plus, we’ll do a board role play. Let’s see who chairs the meeting. (This is from the Nonprofit Radio vintage archive. Last October was a very good month.)


Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

When and where: Talking Alternative Radio, Fridays, 1-2PM Eastern

Sign-up for show alerts!

Here is the link to the audio for the show: 134: IRS Sale In Aisle 403(b) & Compensation Clarity. You can also subscribe on iTunes to get the podcast automatically.

GrantSpace logo and title of prospect research chat, "What's in Your Donor Dossier?"

Web Chat Hosted By The Foundation Center

Screen Shot 2013-03-18 at 12.33.55 PMThe Foundation Center is hosting Maria Semple, The Prospect Finder, and me for a free web chat this Thursday the 21st at 2:30 eastern.

What’s in Your Donor Dossier?
The Foundation Center says we’ll talk about the critical pieces of data you should gather on prospective donors. “Our panelists discuss strategies and methods for developing a stellar donor dossier.”

Maria Semple is eminently qualified to answer your research questions. That’s why she’s a monthly contributor to my weekly Tony Martignetti Nonprofit Radio. I like to surround myself with smart people and pick their brains for our listeners.

Which leaves me wondering why I was invited. Maybe for color commentary.

Here’s the place to register and send your questions in advance. As you put together questions for me, imagine pitching wiffle ball to a 4-year-old.

This is a free, live chat and text-only. Should be interesting for two people who meet on my audio podcast.

Actually, I have thoughts on prospect research after 16 years in fundraising. I promise to share what I’ve learned.

Many thanks to The Foundation Center for hosting!

I hope you’ll be with Maria and me on Thursday.

______

Update: Prospect Research Chat Transcript

 

Amy Sample Ward

Nonprofit Radio, March 15, 2013: A Conversation With Amy Sample Ward

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guest:

Amy Sample Ward
Amy Sample Ward: A Conversation With Amy Sample Ward

Our social media scientist and monthly contributor has a new co-authored book, “Social Change Anytime Everywhere.” We’ll talk about how your nonprofit can raise money, find advocates and move the needle on engagement in our anytime, everywhere world.

 
 


Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

When and where: Talking Alternative Radio, Fridays, 1-2PM Eastern

Sign-up for show alerts!

Here is the link to the audio: 133: A Conversation With Amy Sample Ward. You can also subscribe on iTunes to get the podcast automatically.