Category Archives: Fundraising Fundamentals

Fundraising Fundamentals Round-Up

This is the podcast I produce for The Chronicle of Philanthropy. It’s a monthly, 10-minute burst of savvy fundraising tips from expert guests. This first round-up includes strategies on donor cultivation; tricks for #GivingTuesday; Planned Giving; and corporate foundation giving.

Nonprofit Radio for May 20, 2016: Fundraising and Finance Friendship & Your Modern Digital Team

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My Guests:

Rich Dietz & Dan Murphy: Fundraising and Finance Friendship

Abila has a study about the challenges between your fundraising and finance folks, and the opportunities for collaboration that will make your nonprofit a happier and more productive organization. In the ring are the study co-authors: Rich Dietz, fighting in the fundraising corner, and Dan Murphy for finance. How do these pugilists make peace?

Rich Dietz
Dan Murphy

Misty McLaughlin & Michelle Egan: Your Modern Digital Team

Misty McLaughlin & Michelle Egan at 16NTC

What does it mean to be a native digital nonprofit and what are the advantages of making the transition? Should you? Misty McLaughlin does organizational development at Jackson River, LLC and Michelle Egan is deputy director for marketing and engagement at NRDC. We talked at the 2016 Nonprofit Technology Conference.

 

 


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Duitz hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. We have a listener of the week. Oren louis sample ward, amy sample ward, our social media contributor and her husband, max had a baby or in louis, mom and baby are home. They’re doing great she’s not going to be with us for a few months, but she wolf course will be back. Some people do anything to grow the non-profit radio audience congratulations, amy and max very thrilled for you. Welcome oren lewis, your first major award of your life, our non-profit radio listeners of the week oh, i’m glad you’re with me! I’d be stricken with lim fangio and dauthuille yoma! If you floated the lymph idea that you missed today’s show fund-raising and finance friendship abila has a study about the challenges between your fund-raising and finance folks and the opportunities for collaboration that will make your non-profit a happier and more productive organization in the ring are like study co authors rich dietz fighting in the fund-raising corner and dan murphy for finance. How do these pugilists make peace and your modern digital? Team, what does it mean to be a native digital non-profit and what are the advantages of making the transition should you? Mr mclaughlin does organisational development at jackson river llc, and michelle egan is deputy director for marketing and management at the nrdc. We talked at the twenty sixteen non-profit technology conference on tony’s take two our new promo riel we’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuing dot com, also by crowdster online and mobile fund-raising software for non-profits now with apple pay for mobile donations. Crowdster dot com very pleased to welcome excuse me, rich dietz and dan murphy to the show rich dietz is director of fund-raising strategy for abila he has spent the last twenty years working with and in a wide variety of non-profit political and government organizations, as well as technology companies focused on the nonprofit sector. Dan murphy is product manager for my p fund accounting at abila he has an extensive background in financial management with degrees in finance and accounting, and over ten years of non-profit accounting experience and he’s bored treasurer of a non-profit in austin, texas rich, welcome back. To the show. Dan. Welcome to non-profit radio. Thanks for having me here. Pleasure. I did. I mr pronounce the name of the company that when i was first introducing its abila abila abila that is correct. In case i didn’t say that in the in the opening, that is the correct pronunciation and it’s a b l a. Okay, dan, you’re on the on the finance side, rich on the fund-raising side. Rich let’s, start with you. What was this study about? Fund-raising and finance all about why did you feel it was necessary? Yeah. That’s. Kind of interesting, though. You know, as a software company focused on the non profit sector, we have products for fund accountants. You know, for accountant, we have products for fundraisers, and dan works mostly on that finance side. I work mostly on the fund-raising side, we we we realized we’re not collaborating amongst ourselves, even here at the office. And then dan and i started talking, and we’re like, hey, we have all this all this anecdotal evidence from our past working at non-profits of this sort of adversarial relationship. And so we thought, hey, let’s, get there. Especially get to what’s. Going on and actually ask non-profits is this, you know, collaboration? Or is it really an adversarial relationship? So we surveyed a fourteen hundred non-profits and we really wanted to dig into what is this perception of collaboration what’s the biggest challenges on maybe some way that we could, you know, help that that that collaboration actually increased. Yes, dan, a perception of collaboration. It’s it’s not really all that collaborative, a lot of people feel that’s, right? Yeah, it actually turns out that more than half the fundraisers that we, uh, surveyed, as well as almost half of the financial professionals, thought that their relationship with their respective collaborates other departments was either not collaborative or very little collaboration was happening. So we saw there’s a lot of room for opportunity, both in the actual collaboration processes, as well as the perception of whether collaboration could be a value to the organizations that is very glass, half full of youto recognize it as an opportunity rather than r r these kids are key departments are not talking to each other on and there’s also some very interesting differences across the generations, which will, which we’ll get to you very shortly. Um okay. What? What are what are some of the problems? Let’s us stay with you. Dan knows what’s. What? What’s causing some of this lack of collaboration, sir. I mean, there’s a lot of contributing factors to you know why these organizations may not be collaborating as much as they could. They have different reporting metrics that they’re using to evaluate their success and their their progress toward their milestones. Some of them, you know, have very distinctly goes, especially on the financial side. You know, we talked about gap. We talked about cosby and there’s. All these other acronyms that we use that our counterparts and development may not be used to using may not understand very well as well. On the fundrasing side, you know, there’s there’s also the very specific acronyms and different ways of speaking that maybe a little bit different than what the finance side of the house is used to. And then just in the top. You know what? One sector down. Now we have joined in jail on tony martignetti non-profit radio. So already you, the finance trouble guy have ah, you’ve transgressed. What? What did you have to tell us? What gap and fast b stand for everybody doesn’t know. Okay, yeah. Gases generally accepted accounting principles. So it’s kind of a principal guiding philosophy of accounting in the united states. And fast because the financial accounting standards board and their governing agency responsible for regulation of accounting practices. Okay, thank you. So we’re trying to bridget tronvig? Yeah. Okay. We’re trying to bridge the gap here. That’s, right? Let’s not make a warrant and you make it work. So it just in daily activities that the two different development and finance department have very different priorities. So, you know, one side of the house is tryingto raise money to make sure that the organization can continue to find its activities and expanded commission on dh. Then, of course, the financial side of the house is wanting to make sure that the resources of the organization are responsibly managed. The finances are adequately classified and reported the stakeholders so just two different philosophies to achieve the same mission organizations trying to achieve rich over to you. The even metrics. Right? What? What metrics the two different sides look at are very different. Yeah, and this is interesting. Dan and i spent a lot of time talking about it because it first, so so we asked the fundraisers and the finance folks what’s your top five challenges and all that stuff and metrics and reporting was in both of their tops five and it was different metrics and reporting at first we were like, oh, wow, that that could be a problem, but then as we dug deeper, we thought, no that’s, actually, right? I think the fund-raising teams and the finance team should have different metrics and reporting, they’re actually reporting on different things. The problem is when we don’t have common goals and and overarching goals that both of those metrics and reporting feet up into and so when we get into the recommendations in the report that’s where we really start talking about joint goal setting before you even get to figuring out what you’re going to report on figuring out what the over our goals of the organization are, and then how to both those departments feet into those overall goals, we think that’s going to help overcome a lot of those, those differences that that people are saying a greater understanding way we need to meet. In the middle and there’s a lot obviously that’s in common. Now everybody wants to advance the mission. They wouldn’t be there otherwise, but but let’s let’s find what’s comin and understand what’s outside the common areas for exactly yeah, all right, let’s, go out for a for a quick break and when we come back, the three of us we will we’ll keep talking all have our little ah, we’re going to find out more about the differences across generations. Very interesting. Stay with us. You’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura the chronicle website philanthropy dot com fund-raising fundamentals the better way welcome back to big non-profit ideas for the other ninety five percent. Then you are ah, product manager for m i p fundez counting at abila now already. This is three acronyms from the finance side we’ve had known from the fan fund-raising side, so i’m starting to see where the problems lie. What is m i p or mip? I don’t know. It’s micro information processes. It’s ah, name that we’ve had for a significant amount of time. That’s very well recognized in the non-profit finance sector. Okay, very well recognized. The non-profit in the finance sector. Okay. That’s, right? We’re trying to bridge gaps now. Damn, i not break down bridges all right now. Okay. Um, s o rich acquaint us with some of the difference is this is really interesting across the generations, boomers feel that three things everything’s fine and the millennials are not as content. Yeah, this is really interesting. And it’s something we’re doing a lot in our research studies now is we’re kind of breaking out a lot of the answers based on generation, you know, boomer’s, gen xers and millennials, especially because that’s who’s in the work force right now and when? We ask the questions about how they felt, you know? Did they feel collaborative? We saw the boomers felt pretty collaborative on both the finance and the fund-raising side, fifty seven percent, two, sixty percent on the fine outside, but the millennials felt way less collaborative on the fund-raising side on dh dan and i talked about it. Dan actually had a really interesting theory on this, so i’ll actually kick it over to him so he could talk about that. I thought it was really interesting and something i think we can address. Okay, let me ask first, though. Am i the only baby boomer in this, uh, in this conversation born before nineteen. Sixty four. I believe that i’m a gen xer. You are. So we have one of each. Okay, dan, your millennial. Is that right? No, i actually fall into genetic. You’re ok. You have a baby face. Okay? Uh, that’s. Too bad. Because i was going to beat up on you as a representative of millennials. Why? Why? The millennials are causing so much havoc in the workplace. Why? They can’t be more content. But go ahead. What is your what is your theory? Well my theory is that if you look at the data, there really seems to be a tendency for the boomers too collaborate together is somewhat, but to communicate definitely directly, but there definitely seems to be a tendency on the finance side of the house for both the djinn xers and the millennials to have more communication in contact with the senior members on the fund-raising side of the house and i suspect, and we’ll probably dig into this a bit more, but it’s most likely because of the, you know, i strive for efficiency and kind of just wanting to get to the the answer of something rather than build relationships focus. So i think a lot of that is probably more driven by the finance side of the house, which is why you can see the collaborators collaboration, sentiment hyre on that side, unfortunately think that means that the millennials into next er’s on the development side of the house might be kind of circum bennett in some of these conversations on dh left out in some cases. What about personality, too? I’m generalizing here, but i don’t think you’re average finance side person is is as outgoing. You know, it’s, you know, relationship oriented extroverts, aziz, you’ll find on the fund-raising side. So i mean, i think that’s definitely fair to say not just say that accountants are incredibly wake up on and find accounting i know beating on their friend, the accounting and finance side i know i’m trying not to, but i don’t know, zo stereotype, but so, you know, call it that’s what that’s, what i’m doing, but i think fundez sorry, but i think fundraisers arm or, like, extroverted and so they’re seeking mohr collaboration than the people on the finance side of the same age, even well, i think you could also just very clearly make the argument that inherent in the development role is a focus on relationships that is part of that role within the organization that doesn’t exist as much on the finance side. Okay, all right. So you yeah, and so yes, certainly job responsibilities on the way the two the two sides are organized and what their purpose is our butt. And so i think as a result of that, you get personalities that are different in the two different teams. All right? I don’t know you. Know you don’t agree with the personality theory now that we agree that degree of that, and you’re back in the report when we get into the recommendations, we actually talked about kind of breaking down some of those personality, you know, division’s, like, actually start doing some joint activities, you know? Do you know i’m a big fan of doing something outside of work, a happy hour after work at the finance and fund-raising folks together outside of the workplace, you know, maybe have a drink and start talking about other things besides work once you get to know someone as a person and of course, on the fundraiser saying this because that’s what we do, you know, you go out and you get to know people you learned about their kids, their pets, all that stuff, and it makes that next conversation you have with them at work even easier. So we have to drag the finance people to this happy hour that’s, right? And then stopped them from just talking to each other, right? We have to penetrate their circle. I’m beating up on the, uh okay, small organizations, let’s give that damn small organizations a lot. More potential well, depends how you want to describe it. Small organizations are a lot more collaborative. That’s, right? Yeah. We found that there’s a significant difference between large organizations and small organizations in the level of collaboration that’s happening. We also theorized that a large contributing factor to this is that in the smaller organizations you have smaller staff, and so people are forced to collaborate, you know, there’s fewer people to get the job done. A lot of organizations, people may wear multiple hats or, you know, play different roles in the organization. So there’s a hot a lot higher level of interaction, there’s, more frequency of interaction on and a lot of time people are, you know, just physically located closer together. And so whether you know, if the small organization and only has a single office or small office space many times, these finance and development individuals responsible for those roles are physically closer to each other. And so there’s a lot of a lot higher level of interaction that leads to more collaboration. That makes a lot of intuitive sense. But i think it’s important to point out, you define smaller organizations as less than ten million dollars, right? Listen, krauz million annual revenue. So we’re not talking about necessarily tiny shops where it’s two or three people, and obviously there more collaborative than bigger organizations. But, you know, a ten million dollar annual revenue that could have dozens of employees that’s, right and that’s a good point there, not there not, you know, five or ten person shops, but at the strategic planning level on the less than ten million dollar organizations we saw a lot hyre interaction in the strategic planning processes and the budgeting process is and, you know, kind of the key processes for each role. And so we also saw smaller staff size, and so their just was a lot higher level of interaction required to get things done. And so, you know, there’s kind of a necessity there for these for these roles to interact more and there’s more opportunity from to do so as opposed to above ten million. There started to be, you know, significant layers within the organization that lead to inflation. Right? Right, rich. Anything you want to add about the small versus large organizations? No, i think it’s pretty much what dan said. Where? You know, if you have a smaller office, you’re gonna bump into people in the hallway more, and then, you know, you’re not you’re not divided by department as much, you know, there’s, not a finance department over on floor four and the fund-raising department on floor three, when you’re not even a ten million dollar zorg, you’re probably all in the same office and you do see each other in the break room and everything in those again hi. Always go back to the human interaction. That human interaction is what really breaks down those silos. Also reporting structures. No smaller organization like that have fewer vice presidents. So teams are more cohesive because they’re clustered together. Yeah. All right. So we got some problem areas, you know, lying around like goals and priorities. Language, metrics, personalities, let’s. Move to the positive now and start identifying some opportunities for ah, making things, making the world a happier place. So this is not a boxing match between fund-raising and finance. Rich want to stay with you? What? What? What’s. Ah, let’s. Talk about the social ideas first since you already touched on that. Yeah, i mean, definitely social ideas. It’s. You know, finding ways to get more human interaction there, and you’re like you’re saying, you know, dragging the finance folks out to happy hour in a lot of them may not want to go to that happy hours. So maybe start with a brown bag lunch, you know, hat at happy office, everyone gets in the same room, bring your own lunch. Um and, you know, watch a movie, you know, just talk about something else. Just start to get those interactions to start anyway. That you can do it. Andi, andi, you have to keep pushing that, you know, so that that would be not maya. Number one tip. Okay? Yes, i like. I like the social ideas, too. That’s. Why? I was i was glad you mentioned it, but we could be more formal to some training. Right? Some basic training. Dan that’s, right? Yeah. You can really structure your onboarding process and offer training to, you know, cross training between the two different departments to facilitate the interaction too. You know, in increase that cohesion between the two teams to work toward the joint mission of the organization. And that could be, you know, it’s simple. As modifying our onboarding processes to have, you know, an explanation and as part of those processes of what the different departments do, what their goals are, kind of what they’re key processes are, and it could even advanced something where there might be a periodic schedule training where one department will train the other one. And you know what they do, how the reporting works, how their systems work, or even just a collaborative meeting that’s on the calendar every month or, you know, every other week or however frequently it might be in order to keep each each other aware of what’s going on within your respective department so that you’re kind of synchronized on on what’s going on and what the priorities are across the organization and maybe in in orientation, we can have a day or so, you know, whatever, where the fundraiser goes over to the finance department spend or is at least onboarding by someone in finance, and so from day one we’re getting and empathy for what’s happening on the other side, right? And making sure that you understand how your processes are, you know, feed into the processes of the other departments. So for fund-raising maybe that’s gift entry and understanding how you know, downstream that goes into the accounting system and how that kind of goes through the financial reporting process. So you understand what you’re doing, it directly impacts the finance department and the reports that they produce and on the finance department side an accounting, understanding the gift solicitation process and what it takes to get that money in the door and entered into your c r, m or whatever your dahna records system is on dh, then how that gets to you in accounting. So you understand that full process because nobody really operates in a vacuum, so we’re really making sure that you connect the dots between the organizational department. Dan was a part of the tension i thought i read that finance doesn’t understand the need for spending money on relationship building. Yeah, it definitely can be a challenge to understand why you would spend resource is on something as abstract it’s relationships that that’s definitely a story that resonates more with some than it does others for accountants and finance related in, you know oriented individuals, you want to be able to sew direct outcomes. For resource is use their money spent and its hard to quantify that whenever you’re saying you’re investing in relationships. But you know that. But that is required to cultivate relationships with donors that will ultimately lead revenue in the front door. And so there is a return on that it’s, just very hard to quantify that through report, you know, through the traditional financial reporting process. So it can be hard for to rationalize and justify spending funds or resource is in that way. But i think that through collaboration, that story can be told jointly from the department of, you know, development, narrating kind of the relationship side of that and helping them finance to quantify what the return on that is and communicate that out. Do either of you know our master’s programs in if non-profit management brake, bringing these these two department’s together and helping people with a finance background understand mohr of fund-raising and vice versa? Do you know if that’s happening at the but the degree level or certificate level? I don’t know if it’s happening at the degree level. I do know that there are sort of think it’s available for non-profit management and leadership, that tight kind of the executive roles, the finance rolls, the development rolls, some degree the volunteer roles together for people that are enrolled in that program, to give people kind of three hundred sixty degree view of the organization. I don’t know that the intention is specifically for collaboration, but it is too kind of enhance the literally of the pro dispensing the various areas so that they can be effective leaders. Yeah, okay, i mean, i hope that’s going on we have meteo thie only degree i have is a law degree and i don’t have a certificate on in-kind classically under credential to even host the show. I don’t know what somebody’s looking like in front of me six years ago. I don’t know what happened. Ah, all right. Isa dan, you start of ah alluded to this. Talking about the budget let’s jump over to rich. We can work together on our budgeting. Yeah, most definitely eye on me and i touch on this earlier little bit is, you know we have these different priorities and these different metrics that were that were held accountable for in both departments on and i think, instead of starting at that point, which is where most budgets get put together, the fund-raising side says, we need this in the finance side says, well, i got all these departments say they need all this stuff, taking a step back and going to that joint goal setting and budgeting as step one look at the look at the big bucket first and then break out into your department’s and trying to figure that out. I think some of the frustration we heard a lot in the in the open ended answers of the survey was, you know, fund-raising sango finance just gave us this number to go fund-raising it doesn’t really mean anything. They just pick the number out of the sky, it felt like and i’m sure finances saying the same thing, you know, who are these fundraisers that are just throwing these numbers at us? You mean? And so if you just take a step back and out of that silo and do that joint gold setting and budgeting, i think that everyone knows where the where the basis is, and then we break and do and figure out our, you know, our specific goals from there, and then come back together again to make sure that those makes sense for everybody. So it is it’s really a three hundred sixty degree ah process there on again, just another one. Another way to break us out of those silos. And i think that’s going to increase the collaboration greatly when you understand what the other side is struggling with, then you do a much better job of making sure your data clean, making sure your data is getting to them in a way that they need, and then everything just flows better. Have you had any feedback on the survey that it’s stimulated conversations, or we used it as a way to start? Well, that’s a stimulating conversation, it helped bridge this gap. Any feedback like that way, actually have our vp of marketing test that gerard has some really good friends in the industry, and he talked to one of his fundraiser guys, and he said they took the report with the his counterpart on the thunder on the finance side and they went out to lunch and just talked about the report, and they said it was one of the best conversations that they’ve ever had in, like, ten years. So we are getting really good anecdotal evidence that it just it gives you something to talk about, something to start with and then go. Okay, so how how do we match against that? Are we doing better? We doing worse? Who? Where can we improve? You know, it’s sometimes easier to have at least something in common that you’re talking about. And then, you know, again, break down those by-laws that’s, outstanding that’s, a that’s, a that’s, a grand slam. I hope some listeners will. But, you know, we hear this first and then bring it to the people that can help start to start the conversation. You know, listening to this you can get the study at abila dot com slash collaboration study and abila is a b piela abila dot com slash collaboration study. Yeah, i mean, it’s, you know, it’s, great to hear. Okay. Glad you got that kind of feedback. Excellent. Um we’ll see what else we can let’s drown. Another opportunity, dan let’s, go to you, cem cem, shared terminology we can we can put together, yeah, something that could help, and it can also kind of jointly work with the train and onboarding is to create a reporting in metric, so we called chee cheat, and that is just a place where, you know, both departments can kind of see what the critical metrics for each department are, how they’re being used, kind of how they’re derived and then what? The important reports that are being generated for stakeholder consumption for public use, whatever the case may be, basically, what the story of the organization that’s being communicated is through reporting so you could make sure that you’re both on the same page, that you’re being consistent what’s being reported on dh really, i mean both from a practical point of view to make sure that, you know, i know boardmember you’re not telling two different stories to your board and also from a community and mission point of you to make sure that you’re really making the most out of the data that you have out of the stories the organization have, that you’re effectively communicating the missions so that you can raise the most and really, you know, put your best foot forward as an organization for your mission that sounds like a cz much as the the the outcome of that, that that that deliver a ble will have value just the collaborative process of putting it together together. We’ll have value. Absolutely. We’re gonna work together. We gotta define what are unknown terms are to each other and things like that’s going to start the conversation, right? You have to be able to communicate effectively internally before you can communicate externally. Okay? All right, rich, we’re going to wrap it up, which is just like, a minute or so. You have some opportunities around software integration. Yeah, yeah, definitely. Integration was another one. And, you know, we definitely go deeper into the into the report on that. But we ask, you know, how important was integration, you know, to to the finance and fund-raising quotes and we saw some interesting things there, including it seemed the younger the person was, the more they wanted integration, which, you know, you would would would make sense. Millennials have had their lives integrated online forever, so they’re very much in the integration some of the older boomers, ah tended to be a little more skeptical of of integration. So there’s definitely some stuff to teo look at their what dan and i found on the integration pieces that there might be some fear around integration about, oh, that’s, our data and i don’t know if i trust, you know, a machine to actually move the data correctly. I’d rather do it myself manually. So i think we need to do a lot of training on dh showing folks that that that software integration, you know, data going from your finance from your fund-raising software to your finances are and actually save a lot of time can actually save a lot of double entry on and and and keep your data very clean. So i think that’s something that’s gonna take a little time for people to get comfortable with it. That’s rich dietz, director of fund-raising strategy at abila also dand murphy, product manager for was it micro integrated processes fund accounting and my pea it’s? It might be. Might be. I got it wrong in other words. Okay, we’ll stick with that. Might be also it abila gentlemen. Thank you very much. Thank you, my pleasure. Coming up next is your modern digital team first, pursuant and crowdster one of pursuance tools is prospector uses your existing data to find high priority potential donors in your data were not goa is now on external scan using the database you’ve already got, and that helps you focus your time on those donors or potential donors who are most likely to upgrade their giving you focus more time you could be more efficient, you’re going to raise more money. That’s, the prospector tool at pursuant dot com crowdster we know them for easy to use peer-to-peer fund-raising sites that you get on crowdster are easy to put up easy for you in your management of the campaign. Easy for your donors to navigate. Easy for the networks that your donors are bringing, too your campaign all very simple to use and also good looking sites, you’re volunteers going to be impressed. So will, what am i trying to say? You’re volunteers going depressed and so are the people that they bring in their friends, their networks that bring into your campaign crowdster dot com now tony’s, take two. I’ve got a new non-profit radio promo riel there there are interview clips and some stand up comedy clips and also how to follow the show. I understand one hundred percent that you don’t need to know how to follow the show, you’re already you’re here, but what’s he talking about i understand that, but you have friends, you have co workers you have colleagues in in either in your office or in other non-profits they need non-profit radio there yearning thirsting, they’re hungry. Please satiate them, feed them, quench their thirst. They need to know non-profit radio please share that promo reel. I’d be grateful. The video is that tony martignetti dot com and it’s also on youtube where my channel israel r e a l tony martignetti thank you that’s tony’s, take two here are mr mclaughlin and michelle egon from non-profit technology conference on your modern digital team. Welcome to tony martignetti non-profit radio coverage of sixteen ntc non-profit technology conference. We’re in san jose, california, at the convention center. My guests now are misty mclaughlin and michelle egon. Misty is responsible for organizational development at jackson river llc, and michelle is deputy director for marketing and engagement at the natural resources defense. Council ladies, welcome. Thank you, tony. Thank you. Pleasure. Pleasure to have you before we get to your workshop topic, i have to shout out the ntcdinosaur swag items for the for this interview, which is from every action you’ve got build the world you want lookbook and postcards built the world you want from every action. And one of the postcards defines what it do good or is a dreamer and a doer. So we’re gonna add this to the swag file, which is very well organized. Throwdown. They’re well organized. All right. Okay. Seminar your workshop. Your program was all about the modern digital team bilich digital program. That works show. What are you organisations sometimes not getting quite right about there. Internal digital team. Well, i think for us, we were really struggling with how teo integrate digital into the strategies where we were a very print centric organization, actually. And making that transition teo a digital organization, was it natural for us? When did that sort of start? I joined the n r d c two years ago. I think i think it’s been in the works for a while. Ever since. People have been talking. About digital, but it just wasn’t getting traction until we had a significant leadership support to do it. So that was about two years ago. We talked about the importance of leadership. Yeah, it’s going to trickle down from the top. Well, it’s helpful when they are supporting change happen. Misty. Welcome back. Thank you to non-profit radio. Thank you. What would you like to add, teo? Sort of our overview. What? What, what? Why do we need this session? Well, nrdc is an interesting example. They were sort of a case study that we looked at in detail with michelle. They’re interesting because there are giant organization with a pretty large budget, but they still have the same kinds of challenges in terms of integrating digital. Even in twenty sixteen, even after the web has been around and maturing for the last twenty years, they were having some of the same challenges we see with organizations of all shapes and sizes doing all kinds of work that it’s really hard to transition from a kind of print heavy direct mail program into the new digital era and to adapt to all of the channels and all of the changes. That comes so fast in the way that we work now. All right. And the conversation we’re gonna have about having this high high efficiency digital team applies regardless of how many people are on your team. So it’s just two people or if it’s forty or fifty still applies? Yes, yes. Okay. Excellent cause we got small and midsize shop listening and some may have very large teams, but most probably have pretty small digital teams. Yes, made. And they may have other responsibilities, too, like marketing communications guests, including the print work, perhaps. Okay, where do we start? Well, i think the frame for our session is an interesting one. Of course i say that, but because i think that for a long time, especially at conferences like ntcdinosaur talk about best practices were really we’ve been talking about channels and tactics in tools that when you talk about digital it’s been a lot of, like, what should i do on social media or what are the top ten things that my website needs to do? And with the session, we sort of said, you know, there’s, lots of ways to get strategy, what we really need to be talking about now is a methodology for how you adapt to the changing times. Things are not going to stop changing. At this rate, you’re not going to stop being asked to be responsive, to be integrated across all your channels. Tohave consistent messaging, in fact, going to be pushed to do that more and more so, we talked about a digital of digital first approach to how you do communications, not just your web channels or your social media channels, but all of your communications in an organization really radically changing the way that you do work to be digital first data. Our native digital. Yeah, yeah, so it’s about ways of planning, ways of thinking about what your audience needs, ways of doing listening. So you’re responsive to what you’re actually hearing from your supporters that they want, and you’re kind of taking your messages to them in the places that they are. They are versus where you want them to be. Exactly. Okay, so there’s a lot to break this down. Hyre how do we know what channels will be best for our constituency now? I know that obviously varies from organization. How do we assess? Where is this a listening campaign? When you start with them how we figure out where should wear, we should be putting our focus because that’s where the you want to talk to arm that’s a great question. So one of the things we really focused on in the session was about becoming a measurement and data driven organization. Do you hear a lot about that? Let’s write a lot about that. How do we become one? How do we? Well, one of the things that digital gives you is a lot of tools for seeing what’s working and what’s not working in the channel that your guardian, we we talked a ton about sprawl. So, michelle, maybe you want to comment on when you got to nrdc, how many digital properties were you dealing with? I’m quite a few like, i think we had collectively over one hundred, like thirty six different microsite, sixty different and our dc twitter handles, so i think the first step that we were talking about is really taking an inventory of what’s happening because i think often times with lack of ah focus strategy mohr is better is what often prevails. And so starting with taking an audit to see how many do you actually have? Seems to be a good first step to getting digital first and making sure that what you’re doing has perfect purpose and could be measured. Okay, how many do you have? All right, that doesn’t take too long. But then how do we start? It depends who you are. Come out there, you know? Oh, yeah. Oh, really? Yeah. And it’s still emerging. It’s like an amazing archaeology dig for how many properties we have? Because because it’s, an organization that has a lot of funding and lots of passionate people who want to get the message out there and you, khun, start a blogger’s started microsite and capture that work. Ok? And then all of a sudden and argast he’s name is on it. Yeah. Yeah. Okay, exactly. But the person who did it leaves and it’s still out there and no one’s taking. Then how do you manage this inventory? Curate your inventory of what you’ve got. How do you decide? What’s what’s. Most important. What? What? Less important and what shouldn’t even be done anymore. How do you do? You make those? Well, i can talk about specifically what we did at n r d c and so what? What we ended up doing as we we collected all of the sights, and we focused down teo. Really? Just the sites that talked about our issues directly and shut down all the other sites that were random brand them sites that were being run by other it’s. Gotta be it’s. Gotta be mission related, right closely. Mission relieved. Right. So that’s the place to start. I mean, not start. But at this stage of the process, yeah, how close is closely related? Is it? Yeah, that was the first. So the two was, is it mission related and how much traffic? How many people are coming to it? And then we looked at that and developed a strategy for how to merge it together and get more focused. Okay, just say anything one at there? Well, one of the things that i think kept coming up and having this conversation is that they’re all these kind of moments in the life cycle its life cycle of an organization that you can do this. So if you’re rolling out a new website, it’s a great time to inventory everything and go from this kind of sprawl approach to your digital ecosystem to something that’s more like planned growth, where you’re rolling things in your consolidating, you take that opportunity to really do it right and to pull in so that you can really align what you’re going to be doing in an ongoing basis with the actual staff and resources and budget that you have to do a few things really well. Okay, where are the other opportune moment website? There are many, so getting new leadership in the organization is a great one in energy sees case it was driven by a rebrand, although, as michelle said, you know, they’re probably better moments a website is a better moment to do that because you can really get into the meat of the issues of the organization and assess what’s really aligned with where we’re going rolling on a strategic plan sometimes it doesn’t even have to be something so giant like you might have a security attack that makes you realize you have all of these websites out there that aren’t being properly maintained and secured. Someone said an adwords campaign, you know, something that worked out really well or a terrible fund-raising year, any of those things can be catalysts for having the conversation about how to pull back on what you’re doing and really see what’s working. Another thing that came up in the session today was even a news moment, so if you’re if you were issue is particularly highlighted in the news. That’s a great time toe look and assess about how how you could do more with that. All right, in the instant you want to be reacting? Yeah. You wanna be seizing that moment right after that? Yeah, exactly if you capitalized on the headlines. Right. Okay. Okay. All right. So those are some opportunities. Where do we go after we we found opportunities. Now that what? Help me along here. It’s. A big process. Yeah. So there are a lot of things that that you want to do over a period of time. One of the things that i think is really useful. Communicate can cream communiqu o p a team a couple. Of years ago did a really thorough study of non-profits non-profit digital models across the spectrum. So large organisation, small organizations, people in a lot of different sectors, and they came up with these four models of digital governance. I won’t go into all of them, but they’re basically ways that digital programs are structured inside of an organisation to keep this sprawl from happening. And there are some model that lead to everyone just going off and doing their own thing, and you get a very, very fragmented brand presence. Where is there other models that were kind of seeing in this digital first world really work well? Toa have some centralized governance and to allow digital to kind of drive a communication strategy, but where you capitalize on the talent and the ideas of people across the organization to contribute to having a really rich digital presence and that’s, what in r d c is trying to implement, right? That was a communiqu, copia, communiqu opiate, yet is a digital teams report. You can actually see it a digital teams dot or ge it’s. A great set of resource is. Let me ask you, michelle, about maybe having to drag some people along who are not accustomed to being digital natives and having communications be that way. How do we get buy-in from the reluctant members of our team and we have had to have a lot of conversations and and education just talking about, you know, how it’s different, why it’s valuable? How it’s going to help their work? How you know, in a digital world just writing something and hitting publishes only the first step. Then you have to figure out how you’re promoting at how you’re getting it out to different audiences and building that engagement lupin, where you’re sending people so it’s it’s ah, we found through conversations has been the way that we can make the most progress and bringing people along now imagine having leadership but leadership buy-in is valuable, right? I mean, if the leaders air involved and engaged, then it’s going be a lot easier to bring your team members along. Yeah, i think i think the leadership is is a very valuable and helping to instigate it and tow help make it happen, but i think that the buy-in really comes. From the people that you’re working with and doing the work so the leadership provides the permission to have the conversations, but then really working with the people in our organization to help thumb understand is the thing that’s actually making the change. Okay, okay, mr let’s, follow on something that michelle just mentioned. What are some of the advantages of doing it this way? What? Why? Why shouldn’t be thinking digital first that’s a great question. I got one out being up thirteen minutes. Excellent, excellent question so there are a lot of advantages. I think that the truth is that digital staff right now at all different kinds of organizations, they are burnt out non-profit people have burned out digital staff are being asked to respond twenty four hours a day, seven days a week in an environment that is always on, and they’re almost all doing it, even it very big organizations, even for nrdc, they’re understaffed, they don’t have the people that they need to be able to operate and as many channels tto learn new channels to be responsive to what they’re hearing, to do the measurement and then to try to go throughout the organization and educate all of the people who really need to be learning from what’s happening online. So the operating in a digital first way kind of gives you a framework for prioritizing for making decisions. For aligning resource is in capacity with the actual budget that you have, and for stopping doing some things which i think is sometimes the biggest challenge, that there’s so much opportunity. It’s really hard to say no. And as internal stakeholders and organizations get smarter, they want more from the digital presence. They want to see themselves able to be reflected in their work, able to be reflected in all of these different places. But there’s, not always the r a y on that, particularly for small budgets. So this gives you a way of kind of going and saying, what should we be doing? How do we invest right in our communications capacity period? Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist market of eco enterprises charles best from donors choose dot org’s aria finger do something that worked neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. I’m jonah helper, author of date your donors. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. And of course, we’re talking about digital first doesn’t mean digital only, right? So we’re not abandoning our traditional channel that’s, exactly, right? No, we’re acknowledging that all of those channels work together and they have to work together. Where is if you kind of stick with the old way of communicating something that’s really offline first and digital as an afterthought? You’re never going to align those messages across channels because the channels air so different. Where is the digital gives you the ability to really learn as you’re going along and into informed all of your communications by doing that planning and concert together? Michelle, you’re doing a lot of nodding and teo, anything mr was just, yeah, i just that i agree. And i think because the digital is such a different way of consuming information that if you’re not approaching that first in your thought process for how you’re getting those messages out, then you’re really losing on the opportunity. Yeah, okay, okay. Do we have measures, mr? You brought up? You know, r o i and sometimes how difficult that can be. You mentioned for small organizations, but but even small or not how do? We start to a year later, prove to our teams and our leadership that this transition to digital first has been worth it. Well, i think introduce. He is a great case study in this area. Do you want to mention some of the i’ll set you up, if you want, okay, so michelle worked great team, just like this on the way over here, like you said, okay, now get out of the park. So michelle, i’m going to to michelle’s horns, she doesn’t toot our own horn nearly enough so she’s just gone through a very rigorous two year process, which is which is still very much under way of kind of going top to bottom to align all of the components of the communications program. So starting with a rebrand, then working through a website redesign that was really used to focus in on the issues and to look at all of that digital sprawl and rein it in into a a cohesive set of properties than to look at the social strategy and to kind of make sure that their organizational structure all of their processes, in fact, like all of the relationships inside of the organization, were sort of set up to be able to support the strategy that they were trying to achieve. So we talked about a couple of case studies. One is the website that’s rolling out and some of the early gains that you’ve seen, but also some of the social gains that you’ve seen in the last year just organizing around this model for talking aboutthe work that nrdc does, yeah, so i would say specific to your question, with the metrics so we really just with the content component alone starting teo deliver at consistent stream of content that looked at a narrative arc to make sure that we weren’t just, you know, act on this act on this act on this, but creating a story over a year we grew every social channel and we ing increased our likes and shares buy it over a hundred percent just within facebook. Yeah, so huge just by again, and no advertising dollars spent just really looking at how we were playing our content. Now, aside from the likes of i’m particularly interested in the engagement, the real engagement patrick’s not what? What else should we be? Looking abila engagement way measure that that’s a great question. I feel like that’s the next step for you guys? Yeah. Okay, i’m gonna stop saying your questions. Great. They’re all great time, everyone. Hee, i have to take whatever i get it so it doesn’t come off. You’re being a particular general. No. Okay. Real metrics, not vanity metrics. Yeah, we’re looking well. I think that a year ago you were looking at vanity metrics, right? It was. Like all we could really measure was reach s o it was our people even seeing the stuff in the first place. Now i feel like you’re you’re kind of in the process of moving towards metrics that air about what are people doing with what they see and that the next frontier, in my opinion, is and how? What? How does what they’re doing? Lead teo long term stepped engagement over a period of time, particularly in the fund-raising and an advocacy space. Would you agree with that? Yeah, i agree, you say long term stepped engagement, so people moving from a growing awareness of the issues which education and awareness is actually one of the major components, or what in our dcs trying to do, they’re trying to build environmental awareness across a number of issues so likes and shares are really important for them that’s kind of a cz much as you’re going to get in the way of measuring oppcoll issue awareness. But then there’s how awareness translates into activism and two donations and tio engagement with a particular set of issues. You want to say anything more about that? Yeah, no, i mean, i it’s. Something that we need to develop because i think part of the challenge for us is that we were doing all of these things and very isolated ways and s o our membership, a digital presence was really, you know, it was the fund-raising and it was growing members, but that was different than advocacy for sending out action alerts to sign a petition on something so we’re bringing those together, and i think those softer metrics are we’re seeing a trend, the hypotheses that since those air going up, we’re getting more petition signed, we’re getting more members were increasing our dollars, but we don’t have the concrete percentages yet that, like true engagement metrics to prove it out. So that’s, your next step, okay? Yeah, okay, yeah. You want to say some more, mr ko, yet we still have a few more minutes together. What have we not talked about around you’re building this high performing digital team murcott you have a whole session way have hours of content of that carried away. All right, so i think one of the things that we spend a lot of time on and actually we did a survey in preparation. For for the session, you can see some of the survey results and also some of the q and a that we did. We took questions and we answered them in a narrative format you can look at jackson river dot com will post that they’re after the conference, but people wanted to talk about hiring and recruiting digital staff. And so what we put out there, what we posited in the session, that’s that you know, you need to think about getting those digital capabilities that you need from a mix of in house and vendors and contractors, freelancers, and that everybody needs a pretty wide variety of skills. Twenty years ago, people needed the web master and you were trying to make all website. It didn’t even have to be a good website. We’re not there anymore. You actually need a ton of different roles. You need campaign strategy. You need front and development any back in development. Project management, typically digital director of some sort. And the organization someone playing that role. You need user experience, you need to seo expertise. I could go on and on and on social management. A lot of the time organizations. Are still doing that with one person, but that is an impossible expectation if you do not supplement that those generalised skills with specialist skillsets from outside the organization or you cultivate internal talent that might exist in little pockets and other parts of the organization that can support your program. Aa one person team is just really struggling at this point to do it. Alone’s not realistic, it’s. Not at all realistic. And everyone on the ground knew that. I mean, i think half the people in the audience were digital teams have one it’s, one or two? Yeah, why don’t you really common? But their bosses don’t know that they don’t know that the skills to manage a social property really different from coding and implementing a website. So tell your boss to listen non-profit radio yes, this is too late for them to come. Tc missed your session. They can listen. Tc conversations. They can listen. This episode of non-profit radio bosses are you listening? Pizza? Open your ears. Look in your eyes. Invest in one of two persons. Digital teams are stuffed stuffing their struggle struggle pompel god’s sake hyre no, i think we’re gonna leave. It there, i give myself the last word, but take it. I was only i was only riffing off what you already. Oh, mr mclaughlin deshele, thank you very much. Thank you, thanks durney thing on our property, being back on the radio for misty’s case is ditigal doing organisational development at jackson river llc, where you can go for the resource that she was talking about. Research that led up to this session. Deshele egan, deputy director, marketing and engagement at the natural resources defense council. And this is tony martignetti non-profit radio coverage of sixteen non-profit technology conference. Thank you so much for being with us next week. John kazarian and online auctions. If you missed any part of today’s show, i press you find it on tony martignetti dot com. Where in the world? I’m at a crossroads, responsive by pursuant online tools for small and midsize non-profits data driven and technology enabled pursuing dot com, and by crowdster, online and mobile fund-raising software for non-profits now with apple pay crowdster dot com. Our creative producer is claire meyerhoff. Sam liebowitz is the line producer. Gavin dollars are am and fm outreach director shows social media is by susan chavez. On our music is by scott stein. Thank you, scotty. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and i agree. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealists took two or three years for foundation staff, sort of dane toe add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno. Two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for May 13, 2016: Social Change Anytime Everywhere

Big Nonprofit Ideas for the Other 95%

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Amy Sample Ward: Social Change Anytime Everywhere

Our social media contributor and the CEO of Nonprofit Technology Network (NTEN), co-authored this smart book, “Social Change Anytime Everywhere.” When it was published in 2013 we talked about how your nonprofit can raise money, find advocates and move the needle on engagement in our anytime, everywhere world. It’s worth hearing again. (Originally broadcast on March 15, 2013)

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host. Oh, i’m glad you’re with me. I’d suffer the effects of amblyopia if i saw that you missed the friday the thirteenth show social change, any time everywhere our social media contributor and the ceo of non-profit technology network and ten co authored this smart book, social change, anytime everywhere when it was published in twenty thirteen, we talked about how your non-profit can raise more money, find advocates and move the needle on engagement in our any time everywhere world it’s worth hearing again, there was originally broadcast on march fifteen twenty thirteen on tony’s take two there’s a new video and i’ve got five minute planned giving marketing tips. We’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com, also by crowdster online and mobile fund-raising software for non-profits now with apple pay for mobile donations crowdster dot com we’ll take a break and when we come back, we’ll go right into amy sample ward. You’re here that you’ll hear that she was a little late getting. To the studio. A little huffing and puffing from the subway will go right into that. After this break. You’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website philanthropy dot com fund-raising fundamentals the better way. Welcome back to big non-profit ideas for the other ninety five percent i’ve got live listener love forest grove, oregon welcome forest grove you haven’t been here before. Welcome. Lincoln, nebraska, brooklyn, new york and woodside, new york welcome live listener love out to all of you let’s. See in aa. Tokyo, japan. Osaka, japan, and fukuoka, japan. Konichiwa, welcome live love tto live listen to love teo each live listener amy’s not here yet, so we’re going do a little a little preview of her book, a little browse through her book. The first thing that i want to point out is that i wish it had more pictures when i’m when i’m picking books. I i flipped through looking for pictures and i probably would not have bought her book. It didn’t have enough pictures for me. I like pictures like more graphic, so it has graphics and has some screen shots. It’s very good that way, but i would like more. I would like more pictures in amy’s book. Aside from that, any sample word has just joined us. Well, i’m sure you did. All right. Pick moment. Take a moment. Compose yourself if we figured you were in the subway, i was just saying, i wish your book had more pictures. Oh, yeah. Pictures of what? Just it doesn’t really matter. I don’t know. A cute dogs, landscapes, landscapes. Yeah, i just looked and i look for pictures as i’m i’m browsing through the book section. The books, it was meant more for reading than browsing, but okay, take another breath. Yes. You knew you knew that we were waiting for you, and yeah, i was going to be fine, but welcome. Thank you. Have you for the full hour? Yeah, exactly. I’m happy to be here for as much of the subway would let me to be our best majority. I did tony’s take two in advance. So? So whenever i’ll have that time together, congratulations on your book. Thank you. It’s called, written by alison is keeping kapin kapin much. Tell us about alison she’s, the founder of radcampaign and the tele summit and network women who tech she’s based in d c uh she’s. Pretty. Cool. Yeah. I met her because i was at your book launch. Oh, that’s right book launch that you did at the at planned parenthood. Planned parenthood federation. Yeah. Yeah, that was very good to about forty people. If you got to meet your husband, max? Yes, very nice. Often left alone as your traveling throughout the country. Yes. That’s the that’s the first time he’s ever seen me speak in any capacity in public? Yes. He said that i didn’t talk to him. You know, first time i know for certain that lovely. Okay? We’re in a what? Why do you let’s make this clear? But okay, i need any time everywhere, what’s, what’s our anytime, everywhere world that you are trying to help people make social change in. Well, the anytime everywhere is really focused on the people, not the organization. So all of your constituents, donors, supporters, whatever you want to call them, they are, you know, living their lives basically around the clock, their life. And they are thinking about okay, if i want to talk to this person, i’m going to do it here or if i want to talk about this topic, i’m going to do it here, you just interact with your community. However you do as an individual, it might mean a friend calls you and then after you hang up, maybe you go look at facebook and interact with another friend there and then maybe send your mom and email, you know, but you’re not thinking okay, well, i only talk to sam on the phone, and i only talk to my friend barb in email, you know, you as people, we don’t treat our communications and our networks in that way, so organization shouldn’t be saying, ok, well, we only send you emails or we only let you talk about our campaign on facebook. We need to think about the way we communicate and allow our communities to engage with us as as a way that crosses all those channels as well, okay? We’re not segmenting our lives and write our community our conversations, right? Stilted, like communications are conversations, right? I see somebody on foursquare check in and i’ll make a snarky comment or something. E i have seen one of those geever andi didn’t answer it as i recall, um, in fact, you were recently traveling, you were in south by southwest i wass that’s ah, what i think of it is just a big music and party and drink fest. Is that what many people think of it that way as well? I’ve never been there at the beauty of being me is that i can know nothing about something and still be an expert in it. Yes, of course. Oh, i think i’m very well acquainted with south by southwest, even though i’ve never been there. Why don’t you tell us what the rial tell people like me who think they’re getting everything that they know nothing about but it’s a very comfortable place to be actually i what is south by southwest? Well, it are very originally was a music festival, but now has three components music interactive, which is really all kinds of technology, not just social media, including gaming and all kinds of interfaces hardware, software, etcetera and film. So film and interactive take place the same week. Concurrently on then the following week is all metoo xero were you there in your capacity as membership director of non-profit technology network? I waas so there’s a non-profit lounge there lounges of all different types sponsored by different people. So there’s, a blogger lounge meant for bloggers to find each other, etcetera. So the non-profit lounge is sponsored each year by beaconfire ah, long time, you know, and ten member organization sponsor, etcetera. And they opened it up for others to get to be in the space with them. So and ten had a presence. We had a couple couches, if you will. And i was also working with them to manage the content each day so that people that were started in the lounge. Yet what kind of cause that we had was that we had a different topic each day. So we had one day was focused on measurement and metrics. One day was focused on engaging millennials. One day was focused on technology, staffing and the capacity around technology. Um, there were a couple more, and we so we highlighted little, you know, not not trivia because they’re real. But, you know, just little tidbits from our research each day based on that topic. So you come in the room and learn different things. And then at lunchtime we had panels on that topic so people that we knew were going to be either at south by southwest are actually based in austin that we could bring in to talk that day, just with who ever wanted to be there and engage with them. And then night times that was the drink fest in. Well, for some, i think drinking started as early is, like, eleven, because i guess technically it’s noon on the east coast, huh? Yes, yes. All right, anything. Did you learn a couple of one or two little things that that you didn’t know or maybe reinforce something that what was your was your take home from from south by the has to be some? Yeah, i think you know, they’re always different applications or tools that get launched itself myself west. So people, you know, waiting, teo, unveil some new application, and so there was a bit of that as well, but i think this year, the feeling that i got from a lot of the non-profit and social impact crowd at the conference was that people are really starting to get to a place where they feel really proud about some of the things they’ve done in their non-profit and they they wish, you know. Hey, what? Why don’t we get all the attention? You know, just because that really big organization, you know, that has tons of marketing budget and had tried and tried many things and then succeeded with something, you know, we’re a tiny organization, and we did that to, you know, they want a platform for their voices to but, you know, south by is always kind of mixing up the content and have had different tracks and and things like that over the years. So it’s not to say that there will never be a platform for them, but i think this year there are a lot of organizations there, you know, looking for a place where they could stand on their soapbox and then get to share with everyone what they’ve worked on, all right and excellent that they got that exactly like to see that small, especially small and midsize shops getting attention. Craig newmark wrote the forward to your book. Craig is the founder of craig craig’s list, of course. And craigconnects he’s been our guest on the show twice? I think that was a trivia question once. How many times you been on the show? Oh. Did we do that? Oh, i think we did. I think for a giveaway and weigh just you were my guest for the hundredth show and we’re giving away, yes, but the answer’s two way long ago gave away a lot of intense swag for us to give away. Yes, and he says in the forward that social media and good customer service or big deals you think we were going, you and i talk every month about social media, we know that that’s a big deal goodcompany mers service, why? Why is he talking about that with respect to social engagements? Social change? Well, i think it doesn’t matter if you’re for-profit aura non-profit if you do true direct service or not, ah lot of the most basic day to day interactions that you could be having with your community take the form of customer service, even if you know, in a non-profit we normally don’t call them, but answering people’s questions or just being able to be present on social media, where you see people asking a question, even if it’s not about you being the organization that i can answer the question for them and really playing. A service role builds community in such a small kind of passive way, but that israel and you’re creating value with them that it is a matter you know, if you are comcast and you want to use twitter to answer customer service questions or, you know you’re the humane society and you want to use twitter to make sure people know how to get help with their animals and and, you know, i like your just broad definition of what’s customer service. I mean, it may just be interacting on a day to day, right? We may not think of it as a service to the customer just having, you know, we’re just engaged in a conversation there on the engagement ladder and which is that we’re just, you know, talking to them, right? You’re exactly right and helping helping your supporters take advantage of all that they could do with you is customer service, you know, someone calling and saying, i want to volunteer, but i don’t know how and you pointing them in the direct in the right direction that is still a customer service function in your organization. We’ve got some live listener love, we’re talking. About texas, austin, texas, where itself by was but we have san antonio on the line, santa or on the web, you know, antonio, texas live listener love, welcome, welcome to the show and the conversation let’s talk, talk a fair amount, i think about fund-raising and then how will we even, you know, engagement and advocacy get, you know, getting talking toa advocates and motivating advocates, and you spent some time talking about the different motivations to give why white people are giving on dh there certainly have been articles and books on this right by the the traditional, i guess. Fund-raising pros that are out there, you you spent a little time with emotions, emotions versus statistics, right? What would you like to say there? Well, obviously, we are humans, we are driven by emotion, and i think that a lot of online tools facilitate that really well, you know, how many times have we seen a tweet or gotten an email where they say, you know, this many million people in this country are dealing with this issue and it’s like, okay, well, i don’t actually know a billion people, so i can’t conceptualize that very well. You know, but having a story that directly connects with you and is someone that’s already been served by that organization helps you understand the kind of person that is may be dealing with that issue and the way that the organization helps them because that’s really what we need thio conceive as the person who’s going to take action, isn’t that what does it really mean for a billion people to be dealing with this issue? But what does it look like to help a person with dealing with that issue? If i can conceptualize what changing the fate is, then i can understand how i can help it and be a part of it. But if it’s just the raw data, it’s really hard to see what the action is in that, and social media really helps with storytelling because you can have, you know, people interacting people sharing their own story in response to that story, it really facilitates that. But the other part of emotion is our natural competitiveness and, you know, not really wanting to say, oh, yeah, my friend karen gave a lot more to that organization that i did. Who says that? Who? Says, oh, i gave the least of my friends, you know, and and tapping into that natural competitiveness, you know, using peer pressure for good is actually very successful. One of the research reports that we sight in the book was in pledges, so so, like a pledge drive over the phone. But still you could do this on social media. But when the caller you know, talking to the donor said that the previous caller had given more, then they were about to pledge they then up to their pledge, and they upped it even more when the collar sad. Oh, actually, the woman before you, if it was a woman collar and once they knew it was the same gender is them. They gave even more so just by presenting the opportunity to be outdone by someone else, people wanted to beat them. We’re going to talk that’s. Outstanding. We had a guest. I had guessed professor gen shang from the university of indiana and she had done research with this was telephone based also with public radio in bloomington, indiana. When when? When certain, whether she had five key words and when they were used to thank the person you’re or to describe the person as as a donor. So you’re very kind of you to give or it’s very compassionate of you to give that it increased the the donations right for that call. And actually i think that we’re doing it. I’m being a little inarticulate, but where they were doing it was want to thank you for your kind donations in the past, or your compassionate or your thoughtful donations in the past, and we hope that you’ll you’ll help us today. Yeah, those using there were five different adjective she had and they could trigger they would trigger hyre giving than someone who who was just thanked. Thank you for your past giving, right? So this is this is really interesting when it’s gender and when there’s a comparison to the previous calling out, how were they, you know, like what the language they were using? Because you don’t be snarky about, right? Right? Do you remember? I know they were introducing that it’s now the top of my head. It was something like, you know, similar. Like, thanks so much for your desire to give the woman before you donated fifty. How? Much would you like to donate? So you’re just kind of using it as a the context setting statement and then giving them the chance to say like, well, darn it, i’m given sixty five, you know? Yeah, yeah, excellent. Okay, going back to your point about big numbers versus a face, i found a quote, i’m going to quote mother teresa, i found a quote that that’s pertinent to this, i think she said, never worry about numbers, help one person at a time and always start with the person nearest you social media can make a story come alive. It could be a person near you could be pictures on instagram. It could be video youtube video on your block you can you can put a face to the homelessness or the hunger that affects a billion people right, and show people how their gift will will impact that that story right? And i like the part of the quote that says start with the person nearest to because that’s too, what we’ve talked about many times in the show don’t go out there and try and find these new people you already have a community of people. That you work with that you’ve served start with their stories and then other people will come out of the woodwork, you know, that identify with that story or that have also been served, but maybe hadn’t talked to you before, so start with the stories you already have and just show them out to the to the rest of the community. Ok, so some peer pressure, yes suffering make a little point about about suffering can be a valuable, motivated give yeah, it’s kind of a weird nuance on competition. It’s it’s part of why things like walkathon tze and challenges of you know, if i if someone donates five thousand dollars, i’ll shave my head because we we actually really liketo watch each other have to deal with something that we don’t have to deal with. And so it’s it’s part of why we can say great, you know, if you pledge, i’ll have to run this many miles terrific. I would like to see my friend have to run that many miles yeah, and again, doing that in a place where all those people, you know, in a like a thon process where all those people are. Competing for donations gives you both layers of the captain’s competing against each other for the most pledges, but then also all of their friends saying, oh, yeah, i want my friend to have tto shave his head back in the dark days before, before i knew you as well as i do, those were the dark days they were well, they were more your doctor darker for you if you’re going there were much darker for you before you knew me then, and then before i knew you, i was used to now so you’ve even like you, really? You haven’t liked me because i used to pay more attention to vanity metrics. Then you and i have talked about vanity tricks, and i’m going to give the quintessential example of it in the second i pay less attention to those things now more involved in the more thinking about the engagement, and i was paying at that time very close attention to the number of facebook like likes, likes of the show’s facebook page, and this was a couple of years ago, and i wanted to get to three hundred and i don’t remember where we started, right? But i i with some high school friends of mine who were willing tto co chair, the campaign i issued the blue pedicure challenge and i said that i would get a blue pedicure if friends from anywhere but the two friends from high school with cochair radcampaign if we would get to three hundred likes. And of course, we did get the three hundred likes within a certain time is like two weeks or so. We’ve got three hundred and and i went across the street from the studio here. There’s a rope on the second floor there’s a salon. And i got a blue pedicure and i had video it’s sons on the youtube channel. It was great fun. Yeah, and people said, you know, a soon as we got the three hundred are weighted the blue pedicure. Yeah, it’s tony gonna make good on the way we want to see the photo. So i had video of me making my appointment, which was won. And then i picked my color. Nice different shades of blue. Of course, of course. Pick my blue color. And then i went back a week later for my appointment and i upgraded to the paraphernalia axe also, i got the paraphernalia. I don’t even know what that means, but well, they put your feed in warm wax. Oh, interesting wax. Okay, yeah, i don’t know what i’m supposed to soften. I think too interesting. That was my first and last predator. Like so many questions now, so well, they’re all answered on the video there i’ll go to the video i blocked i met blogged it too. I know it’s on the but certainly it’s on youtube blue pedicure challenge you took a multi-channel approach to this pedicure experience. I did that’s true because we campaign was in multi-channel and then the impact in the outcome were were probably blawg and certainly facebook on dh youtube e did take multi-channel provoc any other and plenty of engagement. Lots of engagement it was great fun. Yeah, it was good. So pie in the face you use the pie in the face example in the back there’s a picture of someone one of the few pictures in the book has someone getting those lots of graphs and good pictures has someone getting a pie in the face and there’s a picture of alison’s dog in the book leah leah lida, lida lida. Like peter with a now. Okay, why is why is there a dog picture? Because they adopted her. And so there’s ah, case study in there about an adoption campaign. Okay, so there you go. There’s a picture and it’s a cute i didn’t say there were no pictures. I said it’s not enough to suit me. We’re coming out in the fall with color book edition, graphic novels like graphic novels. All right, we have just about a minute before break let’s talk about the last area of motivation sharing impact. You and i have talked about this before, but let’s just remind listeners how important that is. Yeah, and it doesn’t have to be, you know, i think a lot of organizations, when they think sharing impact, they think, okay, well, you know what? The campaign’s over will send an email that says, we got all of the money, and now we’re going to do the thing. There we go, that’s the report, but but there’s versions of sharing impact that are kind of like evergreen content. You know, the putting, putting some of your expenditures or big, successful things. In the footer of your email. So anytime someone goes are in the photo of your website, anytime someone goes your website, they see this is how much money is being devoted to programs. And this is what those programs have created or whatever. There’s also reached the research that shows on donation forms where you actually show the impact of the money. People donate more so again, just just keeping it really clear, clear and present all the time as an opportunity. Right? Wait, go away for a couple minutes. And when we come back, of course amy stays with me. And i hope that you do too back live in studio it’s. Time for a live lizard. Love i feel like doing that now. Sometimes due later. But it’s my show do whatever the hell i want live listen love new bern, north carolina live listener love to you love north carolina and new york. Checking in big bloomberg blooming berg upin the stuart area blooming burghdoff york, new york, new york and rego park in queens loveless or love to everyone in new york and north carolina. Let’s go abroad. Tio, tokyo, japan. Konnichi wa multiple tokyo naturally, that’s, that’s standard and multiple korea seoul. So, chou i hope i said that, right? Korea on yo haserot some listeners in india today that’s unusual welcome, welcome live listen love to mumbai and siliguri again i hope i said that correctly in in germany we’ve got wartenberg, guten dog and we got buenos aires, argentina bueno, star days excellent, lots of live love what comes after live listen, love i know you know it’s a podcast pleasantries how can i continue with how could i do live? Listen love and not podcast pleasantries it’s not possible. Likewise arika do podcast pleasantries, not affiliate affections you can’t have one without the other and the other are ten thousand over ten thousand podcast listeners. So grateful for you thank you! Thank you for listening so loyally and our affiliate am and fm stations. So grateful for your listening across the country affections to the affiliate listeners, whatever time and day your station fits it into your schedule. I’m glad you’re with us now pursuant and crowdster pursuant talk about generosity generous with their knowledge and research. They hosted a free webinar ten days ago. So may third i talked about it here. I hope you took advantage of that. They had over five hundred people on the on the web in our outstanding. Now that wasn’t their research. They had a ah a guest sharing lessons from walt disney. And actually, i might be thinking about him for the for the show here. Apparently he’s a big walt disney fan. And he’s, also a fund-raising consultant. Gonna look at him, but they they pursuing does put their own research out in white papers and seminars, and they do it gratis. And i admire that. Plus they have that fund-raising tools that are perfect for small and midsize shops. Pursuant. Dot com. The madison park co operative preschool in seattle, washington used crowdster peer-to-peer fund-raising for a brand new event. They had been doing galas, and they got away from that. They want to do something daytime that would be more family oriented. It’s a school. So they tried this first time a polar plunge in lake washington. The school has about a hundred families. One adult from each family took the plunge. The others were cheering on. Their goal was twenty thousand dollars through the crowdster peer-to-peer fund-raising sites that everybody created the raise. Twenty five thousand dollars outstanding. The school is thrilled. Crowdster works small and midsize non-profits crowdster dot com. Okay, well, tony’s, take two. I’ve got a new promotional video for non-profit radio. There are shots of me in central park. It’s got interview clips, standup bits, it’s three minutes and that video is at twenty martignetti dot com or on youtube, where my channel is riel r e a l twenty martignetti some swine up in the boston area took tony martignetti i had had add rial to my channel life’s tribulations first first world tribulations. Terrible. Um, let’s talk a little plant e-giving marketing because we’ve got a little extra time because, uh, well short with amy because she came in late so i’ve got some i got what i call five minute marketing tips planned e-giving it is not a black box is not hypertechnical. You do not need expertise to be successful in plan giving. You do not need a lawyer or a consultant to start planned e-giving marketing. It is not on ly for big non-profits and it is not on ly for major donors. All those play those back if you need to, but those are common myths that i constantly and dispelling when i do plant, giving workshops, training, whatever, so count all that back, play it back if you need to easy tips drop a few speaking points into remarks at your events like this. I’m excited we’ve kicked off a campaign to encourage you to remember us in your will, it’s very simple to do if you’d like more information, please talk to and then whoever it is and then what? That was that person say all they’re doing is giving advice on some very simple language that goes into the person’s will, but you’re directing the person back to their own attorney to create to create that language you don’t, you don’t have to provide the legal language totally unnecessary. Another idea in your annual report or in a newsletter? Put a little sidebar we’ve picked off a campaign to encourage you to remember us or your or your name, you know, in your will, it’s very simple to do secures our work long into the future, and you’re you. The info that they’re going to need is your legal name, your address and your tax i d number your donors then present that to their attorney and drop it into the will. Very simple. Five minute marketing. I’ve got a ton more, but some easy plan giving marketing don’t be put off by plan giving. Please get started. That’s tony’s, take two here’s more with amy sample ward. Thanks for joining us. Multi-channel let’s. See what you bring in-kind caroline, caroline caroline xero eyes are san antonio is that i believe shut up, san antonio. Um, okay, so we’re all about multi-channel we should have a plan for our multi-channel now engagement strategy comes out, we ought to write. Yeah, you want to have goals? You and i have talked about some of this before, but right, putting it all together now and you’ve put it together in a book. So it’s ah it’s worth it’s worth revisiting the stop. Yes, because they are important. Our multi-channel plan goals. How we’re going to figure out where we want to be. Well, especially for fund-raising you know, goals have to be really specific. It’s hard to say we’re going to do this year and campaign because we would like to raise some money and you know where? We’re soup kitchen, we do things that are important, although important, not compelling has a goal for your staff to even create a campaign out of, but also for your donors to want to support. But if you can say if we raise this much money, it will actually give us this many meals in this much time, you know, three hundred meals over the course of the month. If we can raise this much money, people then can imagine bourelly you know what their actual like hundred dollar donation means as faras how much is served, but it also sets you up to do more than your asking, you know, if you say we’re we’re shooting for ten thousand dollars and that gives us us three hundred meals for the month of january as soon as you get close to the goal. It’s really easy to say terrific. Now, if we get ten thousand more, we can feed everyone for february two instead of those campaigns that you see where they’ve done a really great job, they’ve activated their community, and once it starts, they actually start raising a lot of money, and then they get to the end. And they think terrific close down shop, you know, the thermometer reached the top instead, you’re setting yourself up to go is much, you know, raise as much as you can in the time that you’re planning to run the campaign, and you also set yourself up. If, in case you don’t reach your number, you’re still able to report back in a successful way of saying, you know, we had high hopes of raising ten thousand and we didn’t get there, but we’re still have enough to do two hundred bills this month, and this is how you could help us, you know, after the holidays to serve those last hundred or whatever. So giving yourself a really clear goal lets you iterated kind of as the campaign goes and respond to how, how it’s doing important, do you think tio, have a time limit to your your fund-raising goal? Definitely ah lot, whether you have one week or a one month or however long that the time is, you’re going to see an initial tick and then a big drop in the valley and then as it gets closer, you know, everyone starts donating again, so it doesn’t. Really? I mean, technically, it matters. You don’t want to say this is a yearlong donation campaign, but whatever the duration, is it’s really clear or it’s really important to be clear about when the end date is so that people know? Ok? It’s coming, oh, my gosh, i better donate now and and they actually respond to that e mail instead of just saying, oh, well, i could do it next time i remember or next time i have my wallet now we’re gonna have to figure out how to message messages campaign, so that should be a part of our our plan also, exactly, and a lot of organizations, you know, when when starting to think about a campaign fund-raising or otherwise get really excited in that staff meeting when you start brainstorming like the catchphrase of the campaign, you know, and that can be fun and enjoyable, but very rarely are the witty catchphrase is actually the things that include the action and the ask, so don’t spend too much time thinking of like balloons for ur or whatever like crazy thing that maybe is related to the campaign is because you want to make sure whatever. Very simple phrasing you use and then build your campaign off of includes the aschen, the action. So what, you know, give or do this thing for, you know, this many meals in this time? And then once you have that core messaging yu khun, start planning out of communications calendar that’s reflective of all those channels you want to use remembering, of course, offline or direct mail and not just e mail, etcetera. The other part about messaging that i see organizations forget about is is they concentrate on how they’re going to launch the campaign, and their communications calendar will say, you know here’s, the first email that goes out and here’s, how we’re going to decorate our facebook page and rebranded there’s no date in that planet’s launch plan on them. Exactly, exactly for exaggeration plan. Sometimes organizations say, well, you know, we want to be responsive, we want to wait and see how it goes. Well, that’s totally fine, but you could still say our plan is to send a second email day three of the campaign, and we’ll be able to say what you contribute, darling, you need to have planned out when you’re going to message so that you can say great if day three, we’re going to send it on update email let’s, make sure later that afternoon facebook has an update as well, and not just another, you know, status report or something, so it helps you maintain a good flow across your channel so it’s not always responsive and you’re you know, twitter isn’t just thanks, thanks, thanks, but also has things to share out, you know, that match your other communications you meant now you mentioned offline also. So this is that we’re not just talking about online social social networks, but the offline strategies should be coordinated, if that’s the way that you’re right, typically engaging with people right? And some organizations may plan an offline launch event the day that the campaign is launching. So of course, you know there’s a lot to do there, but it’s also a good reminder to to capture content from that launch event that you can use throughout the campaign. If you have a bunch of people in one place, make sure summer your staff have their phones or flip cameras or something to take some videos, and then you have maybe half a dozen videos you can use during the course of the campaign that again, just bring up on individual story give you some divers content, etcetera, you know, whatever kinds of content you could pull from that live event but it’s also a good reminder that many organizations, even while running a campaign, have other work that you’re doing. And so maybe you have a press event about some of your other work use that as an opportunity. Once the press component of that piece is over, you know you’re done talking about that policy change, you have a room full of people, then say, great, you know, this is all done i had now want to talk to you about this campaign we’re running, and we’re on day five and it’s going really well and here’s the story take advantage of all those awful and opportunities to engage people kayman sample ward is a cz membership director of and ten, which you’ll find it in ten dot or ge and the book that we’re talking about, whether that she co authored is social change anytime everywhere you khun follow amy on twitter she’s at amy r s ward which we know stands for. Rene the artist for rene and her block is amy sample ward, dot or ge? Get some more live listener love madison, wisconsin. Tustin, california. Salem, oregon. Welcome, salem. Welcome. You’re in. So you were in salem several months ago. You were in somewhere in oregon. Weren’t portland, portland not very far away. Okay, italy, we don’t know what city in italy. We just have a vague reference to italy. Bon giorno, chow. Welcome live listener. Love also tio sudbury in ontario, canada. And barnaby burnaby. Pardon me, burnaby in british columbia, canada. Two provinces welcome, canada he’s offline strategies. Amy, um, could also be so for, aside from events direct mail, if you usually using that channel telephone. Yeah, right. This these could all be coordinated in your three day or one week or one month campaign. Yeah, especially if you have stories that you know you’re going to use ahead of time in your campaign. You know, things that you’ve collected in the past, because if you khun send a direct mail piece, especially just something simple, like, ah, postcard or, you know, an invitation to participate in the campaign, that is from that person, or telling that person story has their photo. And then two days later, you can send them an email that says, great. Now, the campaign’s open, and it has that same story. People then can say, yes, i know that story. I ready to kim. You know, i’m ready to join or actually remember that they’ve signed up with your organization at all, and that they should be engaging in this campaign. And that direct mail piece wasn’t a like mistake in their mailbox in their apartment building. What do we know about how donors give across multi-channel versus more traditional the off, strictly offline? Well, that data is changing every year is we actually get more and more data at all have more people that we can ask survey, etcetera and and organizations are also becoming more sophisticated with being able to track their donors with they came from online or not, and then just able to report that data so it’s getting more it’s getting clearer every year, but really, we know that people that are online aren’t just saying because i found you online, i want to give to online or because i found you offline. I want to give to offline there’s actually a lot of back and forth that happens. And for most people, even if they are millennials, where people think for some reason, you know, young people only ever look at facebook even if they found you on social media, they still come to your website tto learn about your work and figure out if they want to donate to you so that relationship, maybe on facebook, that relationship may be off line at events they attend, but they still want to go to your website where they can kind of take control of what they’re looking at on your website and learn about your work. So it’s still really important that you have information on your website, but also that you provide that donation, ask an opportunity button, what have you on your website so that once they go there and learn about you, they could take that action? We also know that activists are seven times more likely to be donors, so we can’t treat people like, well, this is my activist list in this database and over here is my donor list because those activists are totally primed to now give you money, they just put their name on a bunch of work for you, they might as well, you know, give you ten dollars, so it isn’t just about allowing them to come to you wherever you are, but also making sure you’re giving everyone the opportunity to to engage in donation or fund-raising asks, excellent, uh, keeping with our multi-channel a z, i said you could join us on twitter using hashtag non-profit radio there’s some folks on the facebook page and we have a phone. Call. We have tim. Tim, welcome to the show. Oh, thank you very much. Hi, dad. Ah, that’s. Adorable. Dad called yes. That’s to sweden. Where you where you calling from? Amy sample wards. Dad. Well, i work important oregon, but amy was raised, and we live out in the country outside of portland. Okay. And, uh, of course, her mother knew first and called me and said, oh, my god, going to computer your daughter’s on the radio. I just had to get on here, listen and tell everybody i see how proud i am of this. Oh, thank you, dad. I love you. Now, i hope you’re gonna listen. Other shows to tim, you know. Oh, i will now want you to be a regular starters on there. Yeah. Do you have? Do you have a question? You really want to ask? Amy? Yeah. When’s. He coming home. This’s too sweet. I love this. I’ll see you on saturday. You will at a girl. All right. Find adal. Proud of you, amy. Thank you, dad. Nice to meet you to let me on it’s. A pleasure to meet you, tim, if you want to, if you want to. Ask a question of amy. You can call eight seven seven for eight xero for one, two, zero, eight, seven, seven for eight xero for one to zero. Or you can also treat us. We’re monitoring the hashtag and the facebook page. That’s. A very nice way of saying you’re stalking social media in case people ask questions. Here in the studio. I’m busy talking now thought control. We want to engage people in our messages, whether they’re online offline and you talk about the hooks we have just a little we have a minute before a break, what just once you just tease the idea of of the hook a little bit. Sure, i mean, different people have different ideas of, of messaging hooks and what you can do, but i think for people really thinking about multi-channel campaigns, the important idea of a hook is that that’s, the consistent piece you’re going to throw in so that whether you’re maybe sharing a photo and a story of someone on facebook that day or you’re sharing a big infographic about, you know, all this work that’s going into the campaign or maybe it’s just tweets about simple actions people can take you use a consistent hooked to bring them back into the campaign. So it isn’t just like this photo or share this info graf or, you know, retweet this step, but there’s an additional hook that always connects it back to the larger campaign, so people don’t think, oh, the campaign must be over, and now they’re just sharing info graphics, but but that there’s always some peace, hooking it all together. So it, you know, you want to break the campaign and into individual stories, individual images and smaller actions, but they have to be connected. Otherwise, people don’t get why am i doing this today? And i did this other thing yesterday. We’re going to go away for a couple minutes when we come back, amy, and i’ll keep talking about your your multi-channel plan and what should be in it, including the goals and the messages in the hook that we’re talking about. Stay with me. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises strong’s best from donors choose dot org’s aria finger do something that worked and they only levine from new york universities heimans center on philantech tony tweets to, he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. Lively conversation. Top trans sounded life that’s, tony martignetti non-profit radio. And i am his niece, carmela. And i am his nephew, gino. Oppcoll welcome back. I’ve got more live. Listen, love asia so well represented in john china sold. I’m sorry. Inchon, korea in john career where the airport is. Everybody knows that on john korea. Seoul, korea welcome. Manu haserot fu sh out. China, shanghai, china taipei, taiwan ni hao. Amy, did you know all these languages? I know i have been to korea, but i don’t remember much more than hello. Were you at the airport in inchon? No, you don’t know. You went to see flora. Different airport. I i flew into seoul and then hopped over. Teo, you know we’re other places. Okay, um, the these these little hooks you you have some ideas about matches the hook in as part of your your message plan might be that you have a campaign match which could be which could be motivating to people to give. I thought you meant matches like to ignite striking matches. That’s. Why? I could see the look on your face. Keep talking until you come back till it’s. In my reality, we need to show some reality. Um, yes, matches are a great way. As you know, in a fund-raising like retirement today campaign especially when you know that money is already guaranteed you don’t necessarily have to just recruit a matching sponsor, you could say, well, the sponsors giving us ten thousand dollars anyway, let’s give this sponsor more visibility, give them more value as a sponsor, but also leverage that to get more individual donations. So saying, you know, this sponsor is goingto give for every one of your dollars, and we want to get up to ten thousand just like, you know, they will match more to say, you know, every time you do this action, they will donate so that way you can, you know, maybe you don’t necessarily have a fundraising campaign that’s pure fund-raising but you want people thio maybe donate, you have this sponsor that’s going to donate the bulk of the funds, but you really want to get some behavior change in your community. So the diabetes hands foundation did a great campaign. We’re actually fall diabetes hands, foundation spend, you know, they’re they’re focused on people with diabetes and really making behavioral change so that they have healthier lives and and are healthier people. So they had a campaign where there was a matching sponsor. So they were going to donate every time people exercise for thirty minutes and then took did their test so that they were being able to see from their own results that when they took a test than exercise for thirty minutes and then took another test, how much better their results were blood a butcher on, and then you report that. So so go onto the website or goto instagram and share a photo of view exercising and to prove that exercising for thirty minutes doesn’t mean you drive all the way to the gym. You change your clothes, you know, you do the thing, whatever it could just mean taking your dog for a walk that’s twice as long as normal. So you actually get to thirty minutes instead of maybe, you know, ten or fifteen around the block and realizing you don’t have to go out of your way to be exercising every day and still see those positive results in yourself. So every time you posted that you did the testing and you exercise into the test again, then the sponsor was going to donate. So of course you have all these people that for one. Month no, every time i do this thing that i should do anywhere, you know, they’re going to donate money and then because you’ve done it for an entire month, and even if you only did it once a week, that was already for five times that you’ve taken this positive action and seeing how easy it is, and you’re that much more likely to continue that behavior outstanding. I love how it’s so closely tied to exactly what they’re what they’re mission exactly, exactly improvement of health, of people with diabetes. Exactly. So now, if we have these messages now, we need to identify who they’re going to go out, too and where where they’re gonna go out? What? Which way said you and i are always saying, you want to go to people where they are exactly, but it’s also not the same message, every single place i mean, we have all experienced those campaigns where an organization sends you an email and then post on facebook like the exact same two paragraphs that they just sent you in an email, and then you don’t hear from them for the entire month and they’re just waiting for the response to come in, so recognizing that you’re going to have some consistent messages throughout the campaign, like we talked about with the with the campaign communications calendar, but also that they’re going to be slightly different and nuance. So you may see on facebook people not really catching the campaign, not really engaging, and yet you see people on twitter going crazy and sharing that information, so you’re going to have to address the facebook community, maybe with less information about the campaign, maybe that community is just saying we’re not really interested, so don’t be posting every single day because otherwise they’re definitely going to tune out, whereas you could start engaging twitter more because people are really responding there. So it’s it’s also recognizing where to pull back and not just okay? Well, we’re going to send the ask everywhere another channel that you and i haven’t talked about it, we just have about a minute left, so is mobile. Yet for people who have given you permission to say little about mobile, all mobile is great for engaging people, especially in the middle of the campaign where you could send a text that says, hey reminder. Tomorrow is going to be the last day, so today, when you get home, you should donate or even include in the text the link so that they could go from there, you know, text message on their smartphone over to the to the web and donate their so long as you’ve actually optimized your website. So from a phone, the for the forum doesn’t look like this weird gobbledygook. Amy sample ward she’s, co author of social change. Anytime everywhere i’m very grateful that she’s, our regular social media contributor thank you. I really enjoyed having you on. Do you have so much banter with others? I want to believe that i give you the hardest time. Okay, well, i want then i in that case, i want you to continue believing that the book is social change. Anytime, everywhere get the book. We just talked about a small part of it. We talked about the fund-raising portion, but it’s all about engagement and increasing advocacy. Moving the needle on engagement get this book it’s ah it’s on you’ll find it on amazon social change any time everywhere amy’s blogger is amy sample ward, dot or ge? And on twitter she’s at amy, r s ward. Amy, thanks so much. Thank you, real pleasure every time next week fund-raising and finance friendship and your modern digital team. If you missed any part of today’s show, i charge you find it on tony martignetti dot com. Where in the world else would you go? Please show me the path. I’m very conflicted on this. We’re sponsored by pursuant online tools for small and midsize non-profits data driven and technology enabled pursuant dot com, and by crowdster online and mobile fund-raising software for non-profits now with apple pay crowdster dot com, our creative producer is claire miree off. Sam liebowitz is the line producer. Gavin dollars are am and fm outreach director shows social media is by susan chavez, and our music is by scott stein what a great team this is. Thank you, scotty. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you gotta make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe, add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge. Somehow they’ve gotten in touch kind of offline as it were on dh and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for May 6, 2016: Emotional Intelligence & Peer-to-Peer Tips

Big Nonprofit Ideas for the Other 95%

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Monisha Kapila: Emotional Intelligence

Monisha Kapila is founder & CEO of ProInspire. She shares why EI is important and underrated. What steps you can take to become more aware of yourself and others, and how awareness will lead you to better working relationships.

 

 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. We have a listener of the week, meg hoffman in boston, massachusetts she’s at non-profit underscore meg and she tweeted getting ready for the week ahead, listening to tony martignetti on my way to work hashtag in the zone hashtag non-profit hash tag listen, learn do hashtag non-profit excellence meg hashtag thank you for taking hashtag non-profit radio with you. Meg huffman hashtag congratulations on being our listener of the week thanks so much for loving non-profit radio oh, i’m glad you’re with me. I’d be thrown in tow hashimoto’s thyroid itis if you thought i was immune to the idea that you missed today’s show emotional intelligence monisha capella is founder and ceo of proinspire she shares why i is important and underrated what steps you can take to become more aware of yourself and others and how that awareness will lead you to better working relationships and peer-to-peer tips. Mike weapon is chief product strategist for crowdster he’s got lots of ideas to raise more money in your next crowdfunded campaign on tony’s take two you gotta answer planned e-giving questions we’re sponsored by pursuing full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com, also by crowdster online and mobile fund-raising software for non-profits now with apple pay for mobile donations. Crowdster dot com i’m very pleased to welcome monisha ca piela she is founder and ceo of proinspire helping individuals and organizations achieve their potential for social impact, she’s worked with the likes of care and the clinton foundation. In january. She was one of the chronicle of philanthropy is forty under forty she’s at monisha ca piela that’s, k p i l a and proinspire is at proinspire dot or ge and at proinspire monisha ca piela welcome to non-profit radio. Thanks, tony it’s a pleasure to have you tell us about proinspire what ura non-profit yourself. What do you what you doing there? Yes. Prospers and non-profit. We’re focused on developing leaders at all levels for the nonprofit sector and we run a number of programs to help non-profits and foundations develop people through recruiting, training, coaching and professional development. And one of those programs is the is managing for success. Yes, managing for success is one. Of our flagship programs, we started it in twenty thirteen. It really came from some things that we had seen around the lack of support for managers in the nonprofit sector there’s a lot of training in leadership development for people on the stage, but there’s a big gap of people are rising in their careers, and we heard from a number of e d s that they felt like this was an area where they wanted to support their rising leaders, but they didn’t have the capacity to do it. So we worked any casey foundation to create a program that focus on the key competencies. Managers need to be successful at managing people on project and built this program around that yeah, you have ah very interesting survey of non-profit managers that says fifty percent feel they lack the skills that they need to be effective. Yes, when we were designing the program, we survey people who had management responsibility in the sector and were really surprised to see how many felt like they weren’t being set up for success and shared some of the areas they felt like they needed most support, including things like delegation gold. Setting managing people and that’s what really shaped the modules that we have in the program? This is a disaster. I think half field there, they’re not adequately skilled for for leading our social change sector. Yeah, you know, i think it’s symptomatic of how most non-profits actually develop people, which is they don’t really have resources to strategically support them. Typically someone is performing well and they’ll be promoted and given more responsibility but not actually get the support they need to do that well. And as a sector, we don’t actually think about management as a responsibility. So it’s not like people are getting evaluated on how well they’re managing other’s, they’re typically getting evaluated on how well they’re fund-raising how they’re running programs. So we haven’t done a very good job of building a culture around managing people or investing the resources to help people do that. Well, yeah, no kidding. I mean, i’m typically a glass half full thinker, but being exactly half empty. And this is, i think, that’s for i think it’s really bad. Uh, it’s agree? I think it was actually kind of scary if you think about how are we ensuring that? Organizations are doing their best work, and that means ensuring that people can reach their potential to do it. So i agree, i think the good news is that a lot of non-profit leaders are starting to recognize it and wanting teo invest more and developing people, and actually, a number of foundations are thinking about what their role is around supporting the sector as well. Well, year was that non-profit managerssurvey that was in twenty thirteen all right, it’s pretty recent in terms of fifty percent think the more recent research has come out from bridge span around what they’re calling the non-profit leadership development deficit really hitting on the same pieces? Yeah, do you know if it’s still equivalent fifty percent saying they didn’t look specifically at this peace? But they looked at what’s happening at the senior levels around succession planning and found a huge gap as faras what percentage of leaders were coming from within organizations versus coming from outside and best management practices that you ideally want toby cultivating leaders from within because they’re most likely to be successful on they found pretty poor numbers from the nonprofit sector overall and a cross eyes of organizations as faras how organizations were doing around developing leaders. We’ve had guests on talking about succession planning and really it’s it’s, a part of risk management. You know, you’re you’re ceo could depart or die, you know, at any moment. And what do you doing to bring people along into that role? Yeah, but risk-alternatives yeah, and i think it’s also at all levels because succession planning is for the ceo is also for the people who are doing fund-raising and programs, and we work with a lot of young leaders who feel like no one’s thinking about what their career path is that if we’re actually doing succession planning well, you’re thinking about that all the way down to the most junior levels of staff car we have just about two minutes before a break so let’s just sort of ah, touch the surface of the the emotional intelligence topic, and then we’ll have plenty of time after this break. What do you what are we talking about? Emotional intelligence? Yeah, so emotional intelligence is part of what we consider managing yourself and emotional intelligence is your ability to recognise and understand emotions both in yourself and those around you it’s different than i. Q so emotion intelligences refer to his e q q is your cognitive intelligence, but we’ve often heard us were kids ondas different than personality, which is your style? I cubine personally don’t change over time. The great thing about you is that it can be learned and developed over. Time and we think it’s really important to people success there’s actually been aa lot of research that shone that ninety percent of top performers have high i q and it’s responsible for almost sixty percent of your job performance. If you think about the work we do in the nonprofit sector, how much of it is people based that having really strong kiku is critical to ensuring that leaders are doing the best bacon? Well, it’s encouraging that your your emotional quotient can change over time, you can improve it. Yes, and part of what we see is actually, people don’t even know what you is, and so by breaking it down, it helps them think about where they’re doing well and where they can grow and put some steps towards that. Yeah, for sure, okay, we’re gonna talk about some of those steps, let’s go out for a break, and when we come back, monisha and i will continue to talk on so talking about emotional intelligence, stay with us, you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published. Once a month, tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Welcome back to big non-profit ideas for the other ninety five percent. Monisha capella and i talking about emotional intelligence and you’re, you’re too emotional quotient. But it’s emotional caution, right, not emotion, question emotional, okay, otherwise you could have, like, a little rhyme, emotion, kwo, shen emotion to caution. Okay, all right, so this is our is you. Were you saying before the break? This is a very important sixty percent of our success is based on disability, too recognize and and manage emotions for ourselves and recognize them within others. Yeah. Okay. That’s. All right. That’s, that’s substantial. Now, it’s. Too bad we can’t manage the emotions of others. Can we? Can we? Well, i think one of the reasons why it is so important is if you actually understand other’s emotions, it could make you better at managing them. So there’s really four dimensions of emotional intelligence and to those are about awareness, so awareness of yourself, self awareness is being able to understand your own emotions in the moment. And, you know, what are some of your tendency? So knowing when you’re frustrated, angry, and what are some things that typically happen when you are feeling that way? There’s also a social awareness which is able to understand what our other people’s emotions on dh perceiving how they’re thinking and feeling. So those air to the components, which is really about awareness and two components you’re about management. So self management once you actually are aware of your emotions, then how do you manage them? And relationship management is about others. So once you’re aware of other people’s emotions, how do you use that to help manage interaction successfully? So, you know, as you asked, can you manage other people’s emotions? If you’re effective at social awareness and relationship management, you can can actually manage the situation where people’s emotions could come up. Okay? All right, so this awareness is huge. All right? So, it’s, basically, i think i’ll have a quick example could be even be, for example, a team meeting that you’re in and maybe there’s some bad news that’s being discussed, social awareness, taking up on how people are feeling about that, um, and relationship management would be, how are you managing those interactions? Relationship management isn’t just in the meeting, it could be actually before the meeting, if you know there’s someone who’s going teo really take this news in a deep way, actually sitting down with them beforehand so that they’re more prepared for the discussion. So what? We’re essentially talking about being aware of yourself and managing yourself and being aware of others and managing your relationships with others? Exactly, which is why why? It’s such an important part of how people do work because our work is all about ourselves and other people. And that’s why emotional intelligence is seen in such an important factor that now i could see that. You know, anger is a pretty easy one two gauge in myself in me on brothers. I mean, your flesh, your face gets flushed, your heart rate increases you probably your breathing starts getting heavy, so and you can see that in others, but but other other emotions, like empathy or sorrow and, you know you can you can see this in other people. Yeah, you can. I may. I think about sort of five core emotions that people can have. You mentioned anger, some of the other ones air happiness, sadness, being afraid or being ashamed. Those air kind of five key emotions and those air one that knowing in yourself when those air coming up and knowing those and others and there may be a spectrum of what that may look like. But it will help you manage situations better. Good. Interesting awareness is all critical. Now you got any otomi at one thing that research shows only thirty six. Percent of people can identify their emotions as they happen, so angers one that sometimes a physical ways that’s showing up, i can help people identify it, but actually it’s surprising that people really often aren’t in touch with their own emotions. Really. Now i feel okay, i feel like i’m in the thirty six percent, but everybody can’t but everybody, yeah, but everybody feels a bit. Does everybody think they can like one hundred percent think they’re in the thirty six percent? Uh, well, we find a spectrum even when we have people do self assessment around emotional intelligence, i think there’s actually some awareness around people on their gaps around that. So even in the self assessment, people will reveal that there are areas they feel like they’re aren’t doing as well around knowing their emotions or those of others. Okay, all right, so maybe i have a shot of being in the thirty six now, talking about now, managing emotions that’s different that’s, that’s different i’m saying where i think i’m aware, but management no, you have to ask my friends and, uh, and my wife, i think there’ll be much better. Judges, um, do you have any, uh, i need any good little stories about how people who have gone through the program managing for success and ah, you know, have reported back that they handled a situation much better than they feel they would have before they had become aware of their cue and this empathy with others. Yeah, we actually hear back from our love neither emotional intelligence is one of the areas that sticks with them the most, even one to two years after they go through our program. I think part of that is it’s a new concept, so many people haven’t had exposure to it, and they often don’t have time to really refer flecked on emotions and how it impacts on at work. So we hear from alumni that this shows up in a delegation and managing people, for example, someone not meeting expectations or doing work the way they would want one sort of having the self awareness to understand how that’s making them feel, and then also being able to manage themselves around, um, you know, taking time, tio pause before going to have a conversation, um and really preparing for what that might look like so that they’re not showing up in a way that would create some tension with the person that they’re trying to meet with s oh, there is so taken, give yourself a time out. Yeah, i mean, if you think about, like, good tips on self management, they’re things that i often use with my three and five year old so count to ten or pause and breeze are some of the really simple ways that you could manage your emotions, there’s a lot of research even out there that you’ve probably seen like you actually need to sleep well to be better at managing your emotions, um, and making space for time tio problem solved and thinks that you’re not feeling like you’re always running from place to place. We’ll give you more space to actually manage your own emotions. Now, if you’re using this with your three and five year old saying this, this is appropriate in the workplace also. Oh, absolutely, i mean, i think what they’re finding is that emotion, intelligence matters everywhere even schools are introducing this, but in the workplace, there’s been a big movement and the leadership development field to really make emotional intelligence more. Central so we’ve seen a lot of non-profits who are starting to introduce this as a competency for everyone in there, i don’t know is this commentary on the state of non-profit staff, if the same strategies apply for three and five year olds that apply for adult workers in the office, were what telling what you’re telling us? I don’t think it’s unique to non-profits so that’s the one thing i’ll say, we see this across people and eddie sector, um, but i think it is a state of how, as a society, we viewed emotions as kind of historically not something that you talked about at work and now or at school and now really recognizing that it is so into girl to the work we dio um, you know, if you think about when you’re working with teams, um, there’s often a saying what’s the elephant in the room well, in order to diagnose that there’s an elephant, the room, you have to have a social awareness that people are feeling something that they’re not saying so it is important for us to start talking about those things. All right? To what degree, though, now if i’m in a one on one meeting with someone, and they’re feeling let’s not deal with anger, because that seems like a simple one. Shame you mentioned shame is ah, common emotion. Do i mention to them that it looks like you’re feeling shame and remorse over what we’re talking about? Do i express it explicitly or a maior? Is there some other method? Yeah, i think one of the great things you can do as a leader or a manager to help someone, um, increase their own self awareness is actually asking questions, so you could say, you know, i noticed that you seem off or i noticed that, um, in that discussion, you weren’t contributing like you normally d’oh. So i think noticing what’s visible to you and asking them to think about what are some of the emotions that might be underlying that, okay, so get them to try toe, be forthcoming about what, what they’re feeling basically, yeah, and one of the kind of thing that we have been saying, like, you know, what pushes your buttons so that’s, something that we assume in organization that you’re going to know, but typically when something pushes your buttons that’s getting at an emotional issue and so having that trust with your drugs report, tio, help them think about what’s pushing their buttons and then together, how can you problem solve what to do in those situations? Okay, s so let’s, go back to my hypothetical the one on one suppose the person is just not, you know, forthcoming, i mean, they don’t feel like talking about their emotions, they want to keep it factual and what they would call professional just, you know, give me the news that you wanted that you brought me in here to convey, and i really don’t feel like and i don’t know how do you feel like it’s any of your business? What i’m feeling about this conversation, but what do we do there? So i think emotional intelligence and having these conversations workplace do actually try to trust and part of what you want to do is make sure you’re building a trusting relationship with the people who work for you, and they may not feel safe. Teo talk about their emotions and how that’s showing up, so if they’re not ready for it, you obviously don’t want to push it. But you do want to make sure that you’re creating that trust and that safe environment, that you’re there to help them, to think through the challenges and, um and they become or where their emotions think about how you could manage those, you know, i could given example, a colleague of mine was not a call recently with someone that we work with, and it was a fairly challenging conversation. And so afterwards, you know, we sat down and she said, you know, i’d love to talk to you about how i can manage in those situations because i could just feel myself getting really tense by the conversation, and so i appreciate the fact that we had developed this trust that she was aware to notice these emotions, and then we’ve developed trust to actually sit down and think about, well, how can she manage in those situations? And what was your advice around that? How can we? So my advice was to be taken more objective position and those conversations not to feel like she’s being personally attacked if someone’s providing some criticism or feedback, um, and tio kind of go back to this idea well, you served take the feedback, but i know that you want to process it and then follow-up later as a way so that she’s not having teo immediately respond to things that are her emotional triggers. Okay, so that’s like taking a longer time out, give yourself space to let me let me come back to you. Let me let me come back at, you know, let me know. Let me get back to you. I understand what you’re looking for and let me let me come back in whatever you know, a couple days or something with yes. And i have i have a rule of thumb that if i’m feeling matter emotional and writing an e mail not to send it so you wait an hour or wait till the next day to send it and i think that’s a good rule of thumb that time out piece? Yeah. It’s hard. Yeah, i i think we’ve all been there. The emotional email is usually one that you regret or you know, to some varying degrees, but you don’t feel good about it five minutes after you press send. Yeah, so this is really a longer process in your workplace. Is establishing this safety of talking about emotions. It’s not you can’t just spring this on somebody at a, you know, again, my my hypothetical one on one meeting, let’s, let’s talk about how you’re feeling about how you’re feeling about this. I mean, this has to be a safe environment in the office through the long term. Well, and i think a lot of it depends on the relationship between the manager and the person who’s working with them, so building that trust and safety and that you’re really there to set that person up for success. And so, you know, that depends on the culture in the organization, but it also depends on that relationship that the two people have. I keep thinking about the office with first with ricky jove, eh? And then with steve carell, you know, they try so hard to be those touchy feely managers, and, of course, you know, it’s a disaster and it’s a hilarious but s o obviously not an example, teo, to follow their example of what not we’re not. Yeah. Okay. Um okay, so we still have some some time together. Um, you have some good we should wear. Our thing i was going to say, you know, we talked a lot about the awareness side, but i think the other piece around, um, relationship management and that’s, good, but a little, you know, like when you’re working with a direct report, and you’re sensing that they may have some emotions tied to something, um, i think, really, being open and curious, so asking questions, and, um, that kind of trust that can come from taking feedback. So maybe they want to give you feedback. Um, being kind of someone that people see is someone they can go to can have really help on the relationship management side. Yes, okay, so, again, what? Steve carell was aspiring to. He, you know, they wanted people to come to them, but it was always disaster. Okay, i’m sorry. I’m sorry, i’m going back to that. Okay, i i thought it was interesting. Now, so going back, i’m gonna go back to vermont. This thirty six percent people are ableto identify their emotions. All right, so, so sixty four cannot are you able, teo, change this in the managing for success program? Yes. So one of the things that we do in managing for sixty years, we have people take a self assessment to actually sort of rate themselves on these four key components and then develop strategies on what they can do. So the self awareness piece some of the strategies are actually, um, thinking about what pushes your buttons keeping a journal about your emotions also to start kind of seeking feedback, asking other people about things that they may notice when you know, as you mentioned, when you get mad it’s very visible and maybe asking other people, how do they know when you’re feeling mad the way it even area that its most important around knowing your own emotions is actually how do you handle stress? Because that is what oftentimes can be a challenge in the workplace. Ah, and sometimes that might be a physical piece. Look, when you have stress how you handle that so start tio, get in touch with that better let’s let’s look more into listening there’s so much talk about active listening and, you know, empathetic listening, what are your recommendations about being a good listen, er, that is so important around social awareness, so in order to actually help us understand yourself, understand other people’s emotions, a lot of it is listening and it’s listening for what i said, it’s also listening for what’s not said so what might be visible or where, you know, you may be leading a conversation and where no one has anything to say. Well, that’s what’s not being said, and i think by being a really good listener, you’re able to start picking up on those emotions behind what people are saying or not saying this is something that takes practice. I mean, it was hard for me to get away from thinking about my next question while the person was talking and i don’t mean on the show necessarily, but just in life, and i realized that i’m i’m thinking about that instead of focusing on what they’re saying that it takes practice, it does, and one of the things i’ve sort of doing is actually trying to minimize taking notes at meetings, because sometimes you get so caught up in this sort of technical piece of after write down everything and you’re not actually aware of what being talked about, so just reminding herself of, you know, what are the things that you fall back on to that might be limiting your ability to hear other people or toe be in touch with what’s happening? What goes into this journal that you suggested an emotion journal journals are so critical around managing self because we don’t really have time to process a lot of what goes on at work and the ways that you can keep a journal he can have, um, journal, just about your emotions and at the end of every day, reflecting back on where what were some of the emotions you have that day, and how did that show up? It will really increase your awareness of what those our emotions are and and help you start getting better at even, um, going deeper in them. So being able to think about i was angry, was i frustrated? Or was i enraged? What? That might look like, okay, last thing i want to leave us with cause we just have about a minute before we wrap up monisha um, if all this is going to be and well, if we’re going to do all this well, we have to be ableto accept negative feedback? Yes, that is a really important part of getting better at emotional intelligence. Um, is speaking feedback and really welcoming feedback, so that means that when people give you feedback, your first answer should not be a kn explanation of why something happened, but your first answer should just be thank you for the feedback. Ah, that could be a hard thing for people, but i’ve seen for the fellows have gone through our programs that just by changing that view around feedback and something that i want that could help me really can help them, uh, step up their ability to manage their emotions better. Monisha ca piela founder and ceo of proinspire they’re at proinspire dot organ at proinspire and she’s at monisha ca piela monisha thank you so much. Thanks, tony. My pleasure, mike. Weapon and peer-to-peer tips coming up first. Pursuant and crowdster pursuant, they have online tools to help you raise more money. They are ideal for small and midsize shops because you pick on ly the tools that you need for your size and your your donor base velocity is their tool that manages your fund-raising helping you reach goals and stay on time. Time versus goal, prospector, it minds your database for your highest priority potential donors. So you know where to focus your attention. Check them out at pursuing dot com mike weapon he’s here. He’s going to be a guest in a moment. He’s, the chief product strategist for crowdster so i’m going to give mike weapon a chance in that official capacity. What sets crowdster report, mike from other peer-to-peer site. Thank you, tony. Yeah, one of the biggest keys that were really focusing on is the digital wallet on apple pay android pay. How do we think about the future? So you don’t have to that’s where we are, you know, it’s no longer a world where people are pulling out their credit cards and typing it into their phone. No one wants to do that. It’s now there’s so many one touch solutions, you know, we’re putting together a suite of those one touch solution so you can take money anywhere from anyone at any time. Check them out. Crowdster dotcom. Thank you, mike. Weapon now, time for tony’s take two my video this week. You can’t let plant e-giving questions go unanswered. It’s another story from my client baruch college someone inquired about leaving the college in his will. We answered his questions and he added a gift to the college in his will. Simple charitable bequests. What happened at the organizations that didn’t answer his questions, the video and the story at tony martignetti dot com, and that is tony’s take two now let’s bring mike weapon in for a full conversation. He’s, an award winning digital strategist with over seventeen years, experience crafting online content. He had thirteen years as a digital journalist at cbs news, translating the likes of sixty minutes and cbs evening news into vibrant online stories. They need a digital marketing and awareness for autism speaks he’s now chief product strategist at crowdster mike weapon. Welcome to non-profit radio. Well, thank you for having me appreciate it. My pleasure. You’ve got some ideas around peer-to-peer crowdfunding. Well, just generally before we get into your tips, what is it generally that you feel non-profits aren’t getting right about peer-to-peer well, you know, that’s tough to say not to say that non-profits aren’t really getting it right somewhere, getting it right. The problem is it’s a moving target, what people want to do and how people are krauz co-branding really depends on, you know, you know, it’s, it starts to evan flow of what strategies work, you know, everyone got very excited about ice bucket challenge, and everyone started looking for the next ice bucket challenge, all right? But at some point, you have to decide that ship has sailed. I’d say what you have to do is stay on top of the trends, but also the real key is to is to is to focus on your volunteers and your key constituents, and those people are treat them like family because those that is your family and and listen to them, you know, you’re you’re insiders yeah, yeah, them what they want to do you have some strategies about doing that? Absolutely. Getting them onboarding early, et cetera. Okay, well, i mean, that sort of leads into one of the first ideas you have, which is no as much as you can about your constituents. Yeah, what we need to do there? Yeah, and now we have digital tools that you could do that with, you know, i’m sure most every non-profit larger, small has some sort of an email tool that they’re using a constant contact or something like that, understanding those responses, you know, dig into the analytics on those tools. A lot of people think, well, i get constant contact. I’m just gonna fire off a bunch of e mails, whatever tool you’re using, make sure you become a master of those analytics understand who’s coming back to you and what they’re saying, make sure you’re taking responses from those people and making marks and checks on those people. This these people are my hard core, you know, fundraisers for me, these people are really active at the end of the year, these people love tio attend a walk or or our five k, the annual five k these air my gala people make sure, you know, and you segment those people properly using whatever tools you have and then what? And then and then make sure your marketing something, you’ve got them segmented. Yeah. Then make sure your marketing them appropriately because, you know, you fire off one email, one missed email, right? And that turns into an unsubscribes great of, you know, two or three percent, you’re losing a chunk of people that you could have been marketing teo over the course of a year and year. Ares you know, you have to treat those relationships like gold. So so always guard against the misfire, right? Which is sending someone a mass on an e mail about hey, we need we need you to give right now when you already know that person just gave to you last week. All right? You have to know these things. Know how you’re communicating with all those right, it’s twenty sixteen. We can’t be just sending these yeah, e mails about every program to every person and whether you’re keeping whether your serum is a big, you know, massive sales force back in or whether you’re keeping it on a spreadsheet, how whatever your sizes you know, you have to know your constituents and know how your marketing to them. Okay, okay. On dh. Then how does that feed? Into our peer-to-peer campaign that we’re planning. Yeah, well, so there you have. So the real key is peer-to-peer you have to think about in the long term, so you’ve got people coming back. You have to start with what you did last year with those people, those people who are team captains, you need those team captains to come back that’s going to be your corps for the next year of your peer-to-peer so from last year, you need to have segmented them, flagged them, thie attributes of team captain? Yeah, and no and and treat them right, you know, send them those emails halfway through the year that says, hey, we recognize how much you did, and we want to send you the special award we want to send you, you know anything to recognize those individuals who are your top team team players. And also when you make an example of those people, you encourage others to join in and become those big team captains because there’s naturally going to be attrition. So you need to keep filling that filling that base off constituents feeding that pipeline? Yeah, on dh you mentioned, you know, sending them things. Or whatever. I mean, it doesn’t have to be anything expensive, and it could just be information like insider information. You’re special to us want to let you know that we’re watching a new program hyre two new, you know, hr part, you know, whatever insider information, but it doesn’t have to be expensive or time consuming to treat someone as an insider. Yeah, no, absolutely. And and so i work with a with a non-profit called mobius syndrome foundation. I have a son with moebius syndrome. It’s. An extremely rare condition. We’re talking, you know, maybe ten thousand people around the world that have this condition extremely rare. But it’s a tight knit community. Ah, it’s, a small organization. We just hired our first full time person. Right. So what are the real top people get right is we get a q and a with that with that person, right? You know how they how did they do it? Ah, i’m sorry. A conference call or yeah, but it’s actually, actually, she reached out. She reached out directly because it’s a small organization, you know? And it was that sort of that. That one on one relationship, right? Okay. Of reaching out to keep people in the community the advantage of small non-profits have you can do that one to one contact intimate. I could spend a half an hour getting to know you that large organizations don’t have the luxury of absolutely not even can really must write. You really have to. Ok? Because, you know and there’s, you know. And you have to remember that it’s a gray area between fund-raising an awareness, right? You have to merge those too. You know, if your organization has a big walker, a five k that’s, your big event, that event is not just about raising funds. It’s also about all those groups, all those families and individuals getting together and bonding, you know, it’s an experience, and you have to respect that experience. So that so askew got a q and a with the new development director. Is that right at that? Mobius that moby syndrome? Yeah. That’s. Magnificent. So you just you got an opportunity to talk to her, him or her for one on one? Absolutely. And what she did, which, you know, she reached out. And she knew that at the time i was working at autism speaks on dh. She was you know, she looked at my bio and said, hey, let’s talk what can we do together? Yeah, you know? All right. All right, lots of lessons there. I mean, whatthe small non-profit khun do how to be good to your insiders. Want to one face to face contact? Magnificent. All right, early on your first idea, we’re gonna run out of time. No, no, no. I never shortchanged non-profit radio. Um, you, uh you want to respect the funnel? Don’t get in the way when somebody wants to do something simple and force them somewhere. Yeah, so you know, often when you have the big fund-raising meeting, you know how often you have it at your organization. Chances are, especially if you start to bring in mohr say boardmember zor or top volunteers everyone’s going tohave an idea about how to fund-raising how you want to get people. Ah, how do you want to get people involved and how you can raise money, but remember that there has to be a level of simplicity for your average doner co-branded start to build out those digital tools. And here i’m talking about the digital funnel is make sure that as soon as you have someone committed to a donation, don’t get in the way just allow them to donate, keep your forms a simple as possible. This isn’t a good time to say hey, do you want to donate? Would you also like tio volunteer? Would you also like tio fund-raising you like to build a page at the same time? Just let them donate, get them to that complete that one cycle, then you can start to ask them questions on dh see how, how, how engaged they are, how much they want to be involved with the organization, but once you sort of have offered on action, take that action all the way through now. It’s not just donations also registration if someone wants to register for an event that you’re throwing, let them register, don’t hit them up for a donation mid sent mid mid process. Make sure that it’s laser focused with that single call to action. Now you’ll probably hear that in some other places, but i can’t stress it enough is that when that single call to action, whether it be through an e mail or through your website or through social media followed that was saying, make a single, ask and follow that single called action all the way through, similar to advice that we’ve had guests share on direct mail. The the ideal direct mail is a single purpose. It’s our annual or it’s our gala or it’s a planned e-giving mailing its single purpose. Yeah, absolutely. And this also ties into knowing your knowing your constituents because you, you know, you see what i see, the sort of the fallacy of the of the, uh of the marketing email is often ill. See, hey, you can get involved one of three ways you can either do you can either volunteer, you can register or you could just donate. You know you can’t give those people the option when you know when you know your constituents, you know, who’s has a propensity to give who has a propensity to be a volunteer and who has a propensity to register for that walk no those constituents and give them a single ask. And as you had said earlier, target on dh market to them, appropriately exact based on their history. All right. Ah, the fundraiser life cycle. We won’t say about the book that yeah, so, you know, this is the concept that you this is a long term relationship, you know, you know, i used to say when i was at autism speaks is, you know, we’re not selling soap here, you know, we’re selling, we’re not selling, you know, what we’re doing is we’re getting people to join, we want people to be involved, and this is a mission for us, you know, everything about what we dio has to be tied to the mission. So how are those people going to get involved? I don’t just want them to say, well, here is a donation, and you guys take it and run, and maybe i’ll see you in a couple of years. We want people to join in with the organization and think about how it fits in with their lifestyle. So a cz you get someone so that way, once you get someone into the fold of your organization, then you have set up so that you can allow them to grow inside of it. So ah, one way that we get a lot of constituents to some of the the non-profits we work with it, crowdster is, we start with, um, sororities, fraternities, right young people who are very active, they tend to show up. They tend to do a lot of social media. They hung over when they show up. Well, that’s, why we hold on, dave that’s later in the day, right? Nothing. No eight a m you know it have seven a m five k run that sunday morning, though. Ah, but, you know, get those once you have those people interested in in the in the organization, you know, in four years they’re going to be very different fundraisers for you. So once you get them in and keep them active, they’re showing up, but in four years, they’re going to have a good job and they’re going to be have more propensity to give or they, you know, a little later, they may have the kids and they may want to get their kids involved, you know, treat that donors if they’re going to be with you for a long time. Yeah, it’s just you know, is you have to understand is that you want to build a long term relationship, it’s much easier to keep a donor than thing to get a donor. Oh, for sure, but numerous guests of but i’m glad you grab repeated and it’s funny because they cost so much to acquire. Yeah, and i was thinking about when i was, you know, when i was a kid, my father was part of knights of columbus and they supported the special olympics. You know, we didn’t have any connection with any connection to special olympics, but my father loved sports. We loved watching track and field sports. He brought us a za kid. So that’s, something that i took with me and continue to do that type of giving back to the community to the to the special olympics community in high school is part of my confirmation process. You know, excellent. Eso, right? No personal connection other than your your dad introducing you and it’s just becoming sort of ah, family tradition. Yeah. Yeah. And the special effects is a great organization. As you know, you know of really including full community. You know, the great mission. Cool. Alright, the lifestyle. Yeah. And, you know, we get into psychosocial factors to then you have to recognize that, you know? So we start with the sorority, and then they’ve got a full time job, but maybe less, less time, because they’re in there in a high pressure job so less time. But they’ve got greater capacity to give, and then, as children come, maybe maybe depending on who stays at home, if anybody, maybe that person has a little more time, as could start to go to school. But before school age, they don’t, you know all those psycho social fact, and they may have mohr mohr, time, teo to join in, join in ah, events that are more family rented. Yeah, right, of course, including the family. Yeah, as your dad did with special olympics. Exactly. All right, let’s, go out for a break. We come back, mike, and i’m going to keep talking about his peer-to-peer tips. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that or neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Hi, this is claire meyerhoff from the plan giving agency. If you have big dreams but a small budget, you have a home at tony martignetti non-profit radio. Welcome back. I’m with mike webb in chief product strategist for crowdster and of course crowdster a sponsor happy to have them on the show with with value around your peer-to-peer fund-raising campaigns whether it’s going to be the first one of your next one howto improve these things and raise the money that you need you talk about do-it-yourself fund-raising yeah, yeah, what we call third party fund-raising or do-it-yourself fundraiser way you know, the idea there is that and this this khun lend itself to smaller organizations in particular, the organizations that don’t have sort of a core event or siri’s of events, walks or runs. This allows users to basically create a fundraising event around anything that’s of interest to them. So there may be people have a big bowling league. Ah, they can start a fund-raising ah event or siri’s of events on our platform on crowdster and and raise money for a particular organization. We also have are some even smaller organizations that create a whole platform for this. So if someone comes in and they developed templates for them, so it may be a birthday party, so wants to give their birthday someone wants. To throw a, you know, a wedding registry things like then, you know, our our platform takes it a little further than some of the others because it allows both the event and then the personal pages built off of that similar to some of the really big guys out in there, out in the space to really have that full so so user can come in and really build out a full fund-raising apparatus around a small event, some of the things that may be something the cheaper off the shelf products don’t teo and now, um, there has to be a balance between making this a simple process for the users, the donors on also for the team fundraisers, but then there has to be a degree of, you know, basic functions or maybe more than just basic. So we gotta we gotta balance between these, you know, if again not i don’t want to focus on crowdster but but if you’re evaluating sites, how do you decide if the balance is correct? He’s just based on what you think it ought to be? Or is there some kind of benchmark or something? Yeah, and that is how we’re gonna find the right site. That is the right balance. Yeah, and that is that that is a tough balance to make, you know, you you know what? We do a crowdster we have sort of a we have a very simple form you khun spent up a site in, you know, fifteen minutes, probably less. And then you can go into an advanced view and get a whole series of tools, you know, and and you have to again, if you know your constituents, if you know that core group of constituents that’ll help you in choosing a peer-to-peer fund-raising platform think about as you go and look at the tool. You know what? What are the key things that my constituents are asking before? Are they asking me for the ability to create teams? Are they asking me for the ability ability to donate in someone’s name? What of these? You know, one thing that, you know, i’ve discovered over the over the years of working with non-profits is there’s a very, very unique requirements around each individual organization, you know, they’re not all the same, they all have different fund-raising needs and that’s what i’d say. Look for a platform that’s as versatile as possible. Okay, okay. Um, the, you know, this is all about humans. This is all friends where we bring our networks in our friends are whether it’s, our teams or our family um, you want to make sure that the people who are fund-raising for you have enough say in in in the pitches sight and in the asking their message can come through personally, yeah, absolutely. And that should be tied. That should be a core, a core factor in whatever platform you choose but also a core factor in your social strategy. If no one’s people are going to give to a human face that if if you’re organization is around a certain medical condition, they’re going to give to people who have been affected by that condition, they’re not necessarily going to be you’re not going to give two x y z foundation or x y z society, right? They want to give to that individual they want to give to the person they know and that’s really the key is that so then make sure that your platform is telling their story, allowing them to tell their story. Allowing them to tell their story, you’re making it really easy for them to tell their own story, you know, are you allowing them to put up video? Are you allowing them to social share very easily? Are you allowing them to write two paragraphs and in bed photos? You no photos? Just, you know, photo cell, how many photos are you allowing them to put up? You know, are you letting them put in, like, a photo carousel that that people can click through and see sort of a progression of a child with a certain condition that may be, you know, something they live with over many years and progress through? Yeah, you had said earlier, you know, knowing your constituency in terms of what functionality versus simplicity you need, it could be just a simple is asking some of those key volunteers that the team captains, you know, what’s what’s important to you. I don’t know if it’s a survey or if it’s a face-to-face or however you but, you know, solicit the input of those key players as toe what they want. Yeah, absolutely. And that brings it all full circle, right? You’ve got to really get those people involved on dh. They’ll tell you what they want, and we did a lot of this. We did. A lot of this is all you got to ask. Yeah, yeah, we did a lot of this. That autism speaks where we had some real key people in different, you know, in in different we were talking about our walk program there, cem really vital volunteers. Some of them had really great digital skills just in there, you know? And they’re nine to five job. Others were good marketers. Other we’re just really carrying individuals. And we put together an advisory group that said, hey, what do you guys want in this next redesigned to the platform, you know, tell us what you want and a few things, you know, happen. You know, when you when you try to organize things from sort of the the organizational level, you think you i had a tendency, i would say to think in sort of numbers and and think about how do i how do i monitor? And what are my kp eyes? And you start to get a little business durney martignetti non-profit rating of drug in jail, but what is the k p i? Well, you know, aki performance indicator, you know? So you start to say, well, if i send out x number of emails, how many getting back and you start to think about what i want to be able to monitor this and blah, blah, blah and, you know, i had, ah, one of the art top volunteers, a really great guy reached out to me and he said, mike, you know, we’re doing we’re just sending out e mails in our own name we’re not sending you know, we’re making sure that, you know, the subject line is coming from me, the volunteer, not from you, you know? And that was one of the best things that was one of the greatest little changes that we made, you know, as opposed to handing them, saying, this is the perfect temple we’ve made the perfect meal for you, and you are now going to send it out and it’s going toe, you know, raise you a ton of money, you know, what they found is that if i write an e mail from me, you know, the guy who was who started this great walk you know, it’s not a big walk, but the people are really involved with the same people coming back, and they love it if the email comes from me and not from your organization, you know, people respond, you know, and it’s, you know, that’s, just one of those many sort of apple falling on my head type of thing where it’s like it’s got to be about your people. Look, they’re message come out. Yeah, okay, timing you can use you can use timing to your advantage. Yeah, yeah. And, you know, and that’s where i i like to say that you have tio you can’t create urgency. You have to identify urgency, you know, on dh you see this sometimes with certain e-giving days that may fall flat because someone said, well, you know, march first works for me so let’s have e-giving day on march first and will lead up to it and everyone please give on march first, you know, but there’s, nothing really tight to it. All right? You know it. Autism speaks. Obviously, we had autism awareness day, world autism or to stay in real second. It made perfect sense, right? We need to you know, we need to get your urgency around because this is when we have the world’s focus on this condition. So we need you to get involved. We need you to register. We need you to turn the world blew on that day. You see it around a lot of other sort of, you know, when there’s a fundraising goal, we need it because it’s going to fund x number of of services for these individuals who need, you know, at autism or a ta that moby syndrome, the moby syndrome foundation. We have a big conference. We want to fund way want to fund scholarships for people to come to this conference because some of these people are all over the world. They don’t have the kind of money to come to los angeles this summer. So we want to put together so there’s a you know, there’s a deadline for that we need money so that we can pay for these people’s plane tickets to get them to this wonderful community where they’re going to see people. Some of these people have never met someone with moebius syndrome. We’ll be syndrome is a facial. Ah! Ah! Ah. Has ah, facial deformity. Paralysis. Yeah. Yeah. Okay. We have to leave it there. Thank you very much. Excellent. Thanks for the tips. Cool. All right, well, thank you for having me. Mike weapon, chief product strategist at crowdster crowdster dot com next week. Amy sample ward, our social media contributor returns. If you missed any part of today’s show, i simply ask you find it on tony martignetti dot com. Where in the world else would you go? I need a sign. I need some kind of sign the way forward. We’re sponsored by pursuing online tools for small and midsize non-profits data driven and technology enabled pursuant dot com and by crowdster online and mobile fund-raising software for non-profits now with, as mike described apple pay crowdster dot com. Our creative producer is claire meyerhoff. Sam liebowitz is a line producer. Gavin dollars are am and fm outreach director shows social media is by susan chavez. And this music is by scott stein be with me next week for non-profit radio big non-profit ideas for the other ninety five percent. Go out and be great. Buy-in what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do put money on a situation expected to heal. You put money in a situation and invested and expected to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

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