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Nonprofit Radio for November 11, 2016: How To Appeal To High Net Worth

Big Nonprofit Ideas for the Other 95%

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Melanie Schnoll Begun: How To Appeal To High Net Worth

What are the wealthy looking for as they check you out on their way to becoming a connector, board member, investor, donor or other supporter of your organization? Melanie Schnoll Begun leads Morgan Stanley’s philanthropy management.

 

 


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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 bear the pain of pyla, rale, gia, if i had the stomach, the idea that you missed today’s show how to appeal to high net worth. What are the wealthy looking for as they check you out on their way to becoming a connector boardmember investor? Melanie schnoll begun leads morgan stanley’s, philanthropy management tony’s take two mohr ntc video interviews responsive by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com and by we be spelling supercool spelling bee fundraisers we b e spelling dot com no additional begun she’s here in the studio she’s, the managing director of philanthropy management at morgan stanley. She works with the firm’s, wealthiest and most influential clients, including prominent business owners, venture capitalists, social entrepreneurs, professional athletes and entertainers, as well as foundations and non-profits she is the nominating chair and former board president of the juvenile diabetes research foundation, new york city chapter and vice president of the board of metropolitan college of new york. Melanie is also on advisory boards for the naomi berrie diabetes center and quinnipiac university law school. Welcome back, melanie metoo pleasure. It was it was april two thousand twelve. You were here a long time to for, like, for four and a half years ago or so you’re looking great. Good to have you. Well, i like that. Thank you. Absolutely need that every morning for now. You impressive bio. No book. I thought. In these four and a half years, you would have written a book by now. Well, you know what? What i’ve done in four and a half years, i’ve i’ve run eight more marathons. Is that impressive? Okay, that that’s ah, yeah that’s that’s a a run up to that, but i like to see a book that you like to see it, but now you’re doing the marathon this year, right? And getting the marrow, which means yes, we’re a little pre recorded about ten days or so, which means this sunday you’ll be running this sunday on behalf of a cause. So of course, i’d never just run twenty six point two miles for myself. I’m raising money and awareness for juvenile diabetes for jr of europe. Okay, you’re on the advisory board, right? New york city chuck’s correct. I was ah, president, but more important than that, i’m an owner and owner of the disease, so you’ve got to take a stand, right? You can’t just own a disease and allow other people to raise the money or awareness. You have toe roll up your sleeves like i do. Tow. Take insulin. Okay, you gotta go out. There and run and raise awareness and money. Was there a juvenile diabetes research foundation? When you first found out that you had diabetes, there was the organization’s been around for over forty two years, and i’d say that we’ve had our greatest success this year. So far, we have received fda approval for the artificial pancreas, which could be my life cloaking technology outstanding, right? An owner of the organization that feels magnificent feels magnificent, but it’s not a cure, right at the end of the lot of us owe our promise has always been better treatment, prevention and a cure. So you know another device to wear in your bodies, you know, another device to wear in your body. There was just something in the times i think is today that so many of the the health that cause related non-profits are now seeking cures rather than just counseling and support on howto live with the disease. Yeah, i think that was just in today’s times. Yeah, yeah, it was it was the right article. Greater. Alright, so that’s what? Basically we’re here to talk about what a non-profit khun do should be doing to get the types. Of people who are your clients? High net worth ultra high net worth individuals interested in the cause as as interested as you are in jd are okay and that that’s on all different levels that might be a boardmember donor-centric ter, maybe just like introduction, supporter and some other methods, you know, maybe a volunteer, but not a boardmember so we’re going to talk a fair amount about you’re bored, you know, sort of fine tuning your board and making that look appealing, but the conversation’s not limited there, and we may just be talking about very well. Azad said non dahna relationship all right, so you’ve got you got a bunch of tips. Um, let’s, let’s, get into the heads of these men. He says this is an elusive group for a lot of people. They read about them. It’s always arms length. You know, ninety nine percent of us don’t know these people personally, they never will never meet them. But i got to believe that in the end, they really just i want to be connected to a cause no different than the rest of us. Just people just with norvig gets more money, there are people okay. Okay. Let’s. Gratifying, right? Right. So they just want, you know, they want some connection, the personal relationships. All right? No, i fear that in this presidential cycle, people could come away with a negative opinion of the very wealthy, but i hope that most are not like that. I presume they’re not. I’d like to see the good in you. I think i think we have to think that money and ego could be separate, right would be separate, of course, andi, ultimately, the people that we’re talking about today, which i think i think we’re looking at, many, many, many, many, many people, right? Ultimately you don’t see someone who is ultra high net worth right? It’s not, they’re not wearing it on their face. There’s no color. There is no religion, right it’s associated with with the kind of hair that you have. So it’s a it’s a matter of being right, it’s it’s something that you become either because you inherit the wealth, you create the wealth. There might have been a situation which brought wealth to you and the majority of the clients that we work with. Many of them don’t want to be associated with money. They want to be associated with purpose. So when we think about what creates purpose inside of someone versus a person being a wealthy individual and therefore they have purpose, but what creates wealth in itself, i hope it’s not a purpose as not it i’ve heard lots of stories about very wealthy people who are quite unhappy and quite modest people who are quite a brilliant in their lives, exactly, exactly, definitely independent and independent of you go to now let’s reassure people that there could be a place for these, these these people, these folks in small and midsize non-profits and they don’t all necessarily want to be on the metropolitan opera board, stanford university, right? And not necessarily, i think i think it’s a fallacy to think that wealth associates itself with just large, robust organizations. There is an opportunity if you’re a significant wealth holder to be not just a difference in a small organization, but perhaps to be the difference in a small nonprofit organization. But again, it’s really related to what the organization is doing. There are small, independent colleges that do not have wealthy donors that don’t have wealthy. Alum and are seeking amazing volunteers support leadership. There are arts organizations that are not like the amazing one sitting here in new york city for small museums that are small art collections all over the country that require and need attention. So again, it goes back to you know, where does the person feel that incredible connected with the organization you’ve helped some of your clients start? Teo get engaged with small and midsize non-profits i think the best part about our work is that the best part about our work is helping them distinguish between an organization where they could have a long, amazing history with versus one which is, you know, nice to be on procedures, prestigious. They got great people sitting around the table, they all looked look like them. They all have bank accounts that are like theirs, but most of our clients like a balance, right, and that’s what’s also so interesting about the majority of the boards that i work with. There are a few wealthy people sitting among the board members. There are some who are just industry experts who associate with the organization. There are some who just have some incredible skills or time on dh? All of that is what makes the composition of aboard great so wealth is not wealth doesn’t necessarily mean that i’ll be a great boardmember a great volunteers, you’re right. In fact, it could be the other way around. It could be difficult for the organization. That’s okay, we take our first break um, you know, what can i say? This is going to be exciting, we’re going to talk about it is exciting, we’re going to talk about getting your organization in tune for for making these approaches and then also even these are just very good advice, even if you’re not approaching high net worth individuals, just this is good stuff for your board and for your organization generally, so 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. Okay, melanie schnoll begun. Let’s get into ah, some strategies that we got for for looking good and just being solid. And, um, what is the word that we always use? Sustainable? Of course. Ok, so we, uh, we’d be well advised to show that we can help someone we might be trying to appeal to as a volunteer that will be willing to help them raise money. What kinds of help should we be offering to our volunteers? Right? So many ultra high net worth individuals created their own businesses, right? You would think that they know how to raise money and it’s incredible the difference between yeah, that’s different kind of raising it’s a different fund-raising right, a capital raise for business versus raising money for non-profit that you might be so passionate about. For some reason, the psychological obstacles that happen in someone’s head are incredible. And i’m a professional fundraiser, so to me, i can’t understand it. But you have to appreciate that people get really scared about asking friends, colleagues, business associates for money so non-cash profits staff really needs to feel comfortable. In health, being potential board members were volunteers overcome these obstacles, and there were definitely techniques to do it. I’m getting them into a mindset to realize that this is not asking money for themselves. Most people think when they go out, even though they know they’re raising money for an organization, a small organization, they care about the desperately needs the money, they feel that making that ask appears to be making and asked for them personally. It’s personal way we got to get rid of that, right? Like you got to take that idea. You gotta put it on a shelf way, way up on the top of your ceiling and decide you know what? I’m not going into that box because this isn’t about me. This is selfless. I’m spending my time, my energy might interest to create awareness and raise funding that’s either desperately needed or trust is needed to improve the work of the organization, so taking yourself out of that formula is really important. One of the ways that we do it is helping organisations help, they’re bored or volunteers were raising money, helping them create personal and public narratives, and a narrative is a story, right? We all have our own stories. I have a story about who i am now j r and your relationship with jamie our f etcetera, metropolitan college, all these organizations, all of these organizations, are all of those organisations, so finding that story inside of you that you’re really incredibly comfortable with this isn’t an elevator speech, this isn’t, you know, standing in the middle of, you know, a tight little elevator where the door is closed and the person can’t get out of the way. This is something where it’s so authentic genuine, but this is but this is making it sounds like magnum or personal. We’re trying to put personal up on the shelf now, but but personal because you’re comfortable telling the story about your association with the organization that this is not money for. So i don’t want anyone to think that when i’m raising money for tv, raph, i’m raising it so that melanie doesn’t have type one diabetes. I’d love to not have type one diabetes it’s a disgusting auto immune disease, but i’m not raising money for me, and there may never be a cure for type one diabetes in my lifetime, i’m raising money because i don’t want any other little girl to have type one diabetes because i don’t want another woman tohave to wear all of these devices underneath her dress, trying to figure out you know where i hook it on. Can i wear this tight, beautiful blouse? You know, i just i want people to feel comfortable recognizing that they can keep it. Anything is a type one diabetic. They could be a competitive athlete running the new york city marathon. They could run a big business, right? They could have babies. They would have to worry about living with complications that type one diabetes could bring on. So i take myself out of the formula. You’re not giving me the money you’re giving in an organization that’s working in excellence to do the research to find better treatments and cure. But i tell a story about myself, because, tony, i want you to see me in the center of the story, and then i want to drag you into that conversation because i want tony to see that my story about type one diabetes is your story also it’s your story. I help you. See the connection between me and you give you a quick example whenever i’m raising money for type one diabetes and i talk about me being in a car, my blood sugar being low first talk about the possibility of what could happen to me or my kids if they’re in the car with me. I then relate the story to a donor that that that i’m trying to raise money with from and i say to them, you know what? If you were in your car on the road when i was a possibility of negan into an accident, hurry myself is possible, the possibility of me being low and getting into an accident and hitting your car is also likely. Now i’m not saying that type one diabetics get into more accents anyone else? Probably less because we’re so much more aware of our health and our well, is that anybody else? I’m always checking before i get into a car, but that’s how i help other people who are raising money for diabetes make a story that’s personal, but connect themselves to somebody else and it’s, not about statistics. People are nervous about talking about, you know. The efficiencies of the nonprofit organization they’re nervous about talking about the impact of the organization. I could relate it to just a little story about me being in a car and talk about how j d ref is doing such amazing work on better technologies and how that’s helping me live a better life and helping you because i won’t be in a car on the road level. Yeah, outstanding, milly know very i feel it because i’m planning on soliciting cubine shaking you down for a couple of bucks for my city marathon on sunday, we’re already doing a service for j d r f there were going to take them on the promotions for the show, they’re goingto they’re getting there getting an hour of promotion. Okay, one one more idea of a simple way, tio help someone who’s who feels like they’re they’re not a comfortable, they don’t feel comfortable soliciting one more. One more thing, one more thing you’re gonna have three ideas in your head, like just three don’t noel the facts about the organization we get lost, we get lost. In fact, people get lost in numbers when you make a mistake about a number so you’re you’re making a claim that this little school is serving twenty five children living with autism and the results are fifty percent better lives, whatever it might be, we get lost in statistics, and the issue with numbers sometimes is people can prove us wrong with a number it’s harder to prove us wrong with just a story. So i suggest to all of three organizations i work with who are helping their volunteers, their donors raise money, give them three easy facts that we no can’t be disputed right can’t be disputed and that you could really understand again that you could create a story around one of the facts if if we’re talking about autism and let’s assume that we have a play centre for children xero through the age of five rights in a community important to that community, we know that that autism eyes is increasingly on the rise. We still don’t even know why this is happening to our young children, but this center is so important to this community. So three particular stories, right? So i would i would give them one story about one young girl, right? And how? It changed her life by being in a community where she began. Tto be able to associate, have friends right where he began toe learn skills, teo cope with some of her emotions. We’re too began to make eye contact, right? And then i give them another statistic and it’s a step about the way it changed the life of the parent. That the mother now feels confidence and leaving her daughter in this beautiful little community centre, that the mother now can have a part time job. Right? There’s so many ways to give statistics, they’re not versus forty eight percent of our families feel more confident. Yeah, with the with having a two family income just, you know, okay, exactly. Exactly. So those are the three fax are are incredibly important to fund raisers. And one of them should be a fact that that you can that the fundraiser, right? So as a non-profit is working with someone on the board that the fund raiser can associate with themselves, perhaps they have a child who’s living with autism so they could tell a story about, you know, my daughter, uh, when he was four years old was in this school, you know, and what it did for her and just giving specifics about actually how it can capture how it came to that family’s life, what it did for the siblings in that family, so three strong fax can never go wrong and lose the numbers if they if they don’t serve you, you just raise something that there has to be an affinity before we approach any individual way don’t want to go after high net worth people just because they are because they are wealthy, that there’s no, if there isn’t some genuine affinity for the work that you’re doing. There’s no point, right? May i mean, unless you’re a robber, right? Unless you’re looking to, you know, going to someone’s home and you don’t care now, why would you even think of that? I don’t know, i mean, i wouldn’t even think about it, you know what? I don’t know why? Because i think in fund-raising sometimes wait do feel like we’re robbing the person we do if we don’t if we don’t believe in the story of, you know, i’ve heard actually i’ve heard that from grant writers we were asked by sometimes its board members or their ceo go after this hit this foundation and there’s no connection, but they have to try to find one and they know it’s tenuous as their writing the words of their typing. They know it’s disingenuous, and they know it’s going to fail, but they’re executing something that they were asked to do by somebody who presumes themselves to know more about grantwriting than the professional. So and i’ve heard in that in that realm, it’s, that it feels very feel smart. Well, it feels empty, it feels empty and the results are horse, so you have to know that there’s some connection now you know, you’ve you maybe have seen another similar organization that the person supports you mentioned some of your clients are entertainers and are athletes, so maybe they tweet about a cause and they don’t know about your organization. See, according paper, you know, if it’s not somebody with seventeen million twitter followers but you see them quoted relating to a cause, something you’ve got to know that there’s a connection before you tryto given introduction, we call it a common denominator common denominator so my my son is in the sixth. Grade. We deal with all these fractions percentage of fractions, and every time i’m sitting down looking at his mathos work i’m thinking about fund-raising because i’m thinking, what is that common denominator and a common denominator means we have to have some tenuous connection, something that where there’s there’s a correlation between me and the person that i’m raising money from? So we do a lot of work, we help our non-profit clients to a lot of work on the person, the organization, the foundation before they go and make the ass. Okay, maybe we should touch on something. What do you do for your non-profit clients cause i mentioned it in your intro and that you mentioned well, let’s, acquaint people with that side of your practice. Great. Happy tio r work starts with advisory services, so we work with non-profit organizations, small and large helping them in three particular areas. The first is bored development in governance and going into a nonprofit organization looking at their board, seeing where there are strengths, weaknesses, opportunities and threats. The typical swat analysis, right? And during a swat analysis with a board is amazing. We do it on the way. We do it backwards. I think most people start with their strength, like who doesn’t want to talk about how strong i am? We start with their threats. You call it a tuesday, we calling wools elearning you’re inter combining okay, that’s right metoo we turn it on its head so threats and weaknesses have to be first. You could always go to the opportunities and the strengths of a nonprofit organization. S o going in really analyzing the organization, there will be some tremendous talents thing on the board. Sometimes the board is tired. I mean, we have to realize that some boards where they don’t have bored tenure and this happens a lot, tony and small non-profits like the leadership on the boy that’s been around too long over and it’s because the bylaws say it’s two three year consecutive terms is the max and you look on the board in there, people have been there twelve, fifteen, seven, twenty years, nobody has the the courage or the energy to enforce what’s in writing at night, so you know, you don’t get fresh perspective. I mean it’s terrible it’s terrible, and part of the reason is because they live in a feat they live in fear, you know, starting fresh perspective, people come on the board and they see what is supposed to be six year max, maybe a possibility of a second of a third three year term, and their board members have been here for seventeen years, and i don’t even follow their own by-laws what kind of an organization? By joining that’s, right? So so not only does it have poor governance, right? Not only does have poor governance, but ultimately it’s a new fresh member of the board. When you look at someone who’s been on a board for so many years, you know it, they’re they’re they’re exhausted from raising money for the same organization that’s, that’s one it’s not that they’ve lost the passion for the work they care about the work they want to see the results, but ultimately every three to campaign cycles, a delete four five year campaigns at least, and everything in between those and the preparation of planning and that’s a couple strategic planning cycles with that if you was done right, takes at least a year or so and that, and that means that they’ve even seen strategic plans that have sat on shelves that haven’t even been on there embarrassed the board members embarrassed to leave don’t want to leave the organization flat, but the organization is embarrassed to get the person off he’s another by-laws say they should that’s right, it’s a bad situation. Let me tell you how we help. Let me tell you how we help. Let me tell you how we help, we go into that board and we sit down with, you know, the current officers and really talk about you, let’s, analyze your you’re bored policy, right? This is what your terms are if they’re right. If it was right when we wrote this this language, if we were right about this, then we have to govern this way. Onboarding exactly so we need to make decisions now, how do we get rid of a boardmember who cares about this organization, who we care about, um, letting them resign in honor, right, letting them resigning? I think a lot of times it just takes a face to face conversation at seoul. It takes some degree of courage. Just ask the person to come in and sit with the ceo. And se look, oh, it sit with the board chair, hopefully is not the board chair, but that could be the person, but whoever it is, you know, you gotta go. You gotta grow a pair and and start enforcing the governance that you’ve you’ve put in writing. That’s exactly right that’s exactly what it is that simple and the person is a very good chance that personal thank you. In fact, not only thank you, they want to go, they want they’re embarrassed to leave. They’re embarrassed to tell you that they don’t want to go and you’re embarrassed to ask them to leave. But but i’d never let but it’s an opportunity, right? We never let ah threat or weakness like having someone who’s tired, who’s been on a board too long not turn into an opportunity and into a strength we go back to our twos, and so what’s the opportunity as you are a cz ur graciously in honor it’s celebrating the service of a boardmember who’s. Now retiring, you ask for a gift, we ask for a gift and we do it upon exit. And we allow that retiring boardmember and honor we celebrate that. Boardmember allow his or horse story about leaving this organization all the work that he’s done and in celebration upon departure, leaving a major gift. And by the way, major, at their level right now, talking about small organizations, this person might not have a fourteen to give, given their capacity at their capacity. I never heard that one outstanding, and i’ve heard the transition respectfully, to an advisory board nice, but ask for a gift as forget. I mean, of course we’re going to do all of those other things. But why lose our opportune eddie? Allow someone to retire and give at their highest and best potential and celebrate and celebrate their service and their their their gift? Okay, would you hang out, take it, take sip waters, complicity from aroma while i do a little business, you just keep that. I give a lot to remember. It’s not it’s, not a paid, so we don’t have to disclose it. Um, so much more with melanie coming up first. Pursuant, they’ve got another free webinar. If this one is upgrade your best donors today with pursuant consultants chris taft and christian priest they’re gonna help you identify your donors who have the capacity and interest to do more for you maximize your resources as you engage the right prospects and fine tuning your prospect visits. This webinar is on tuesday, november fifteenth, at twelve central time. If you want to register, go to pursuing dot com and under resource is click webinars yet another free webinar from pursuing we’ll be spelling spelling bees for non-profit fund-raising these air, not your seventh grade spelling bee there’s live music, dancing, standup comedy fund-raising and of course, there is spelling woven in there as well. The’s air ideal for millennial outreach night you’ll love these things because you do them in bars restaurants, not your seventh grade spelling bee. Check out the video at we b e spelling dot com now tony steak, too. I’ve got more video interviews from the non-profit technology conference he’s a rond fund-raising i picked the brains of smart technology guests to help you raise more money. This is what we’ve got in this batch donorsearch vase to boost your revenue growing your sustainers revenue, smart email marketing and increasing donorsearch retention all for those group together my video with the links to each of these four video interviews is that tony martin durney dot com, and that is tony’s take two. Melanie, thank you for hanging in there. I love i just love that gift idea. I know i said it three times already, but i love that gift idea of the departure of a boardmember but, yeah, we can’t have the seventeen years service service members it’s it’s just it’s not right. It’s bad business. Well, you just mentioned millennials and as i think about boards again, some of the work that we do it, morgan stanley is developing these boards. There is not a board around today that’s not looking to bring young leadership onto the board, and some have young monisha advisory boards, even they have if they don’t, they should, and they don’t, they should, and millennials are feeling the pressure. Tony. They’re really feeling the pressure because they realize that these organizations are all looking at them right now, right? Like there is an eye on them to be safe metoo saviors i i go to conferences and there’s a panel of three millennials, and there has to speak for the whole thirty million court record three people supposed to represent the entire group, they’re representing their representing all of us both leadership from the past, and they’re going to be our future. So, you know, we need to be mindful of the pressure that we’re placing on them, but also but again, we need to recognize the opportunity. So as i think about boards and for, you know, the other nonprofit organizations, the organizations that that listened to your show that you serve bringing on young talent is incredibly important. But that common denominator right, you doesn’t necessarily mean that. Wow, that’s a person i want sitting on my board. So as i think about the colleagues on my team, even even craig was on my team was here in the studio with us today, when i think about, you know, how do we bring young talent onto non-profit boards? He gotta do the same personal assessment of them and that’s what i helped non-profits tio, we help them analyze the potential of a young boardmember so e-giving really almost like like a questionnaire and analysis. Who am i? What kind of boardmember could i be? What kind of time could i give? What kind of thoughts can i? Offer would i be intimidated? Sitting among ah board of people so much senior to me coming in and they’ve been there for sixteen years? Am i going to have a permanent gag order? Will i ever feel comfortable offering my opinion, having a voice at that table? So you need to really look at millennials who come on to your board if they’re going to join your big board and make sure that they have the potential to be an equal participating boardmember support the reassurance? Yeah, the coaching one of your ideas is that there be a board buddy system? I love talking about that. I love it! I love it it’s like anything else. When you learned how to swim, no one went into a pool on their own little diesel sensitive hands under me as i was kicking and flailing. I’m still i still i still need that i’m actually not very good even i live on the ocean i flail that the hands have grown but they’re a little different now of it’s the same i do love it well, maybe that’s because you should be using your feet more than your hands that’s a swimmer it’s really? The power comes from the feed from the from the from the legs, but you’re right, it’s that support underneath you until until you’re ready to swim on your own till you’re ready is from on the road. So it’s the same exact like to see a mentor assigned a banner different dahna mentor has a met buddy somebody now i heard friends or friends buddies wait friends of friends, pals, pals, buddies sleep together. Okay? That’s not that’s, not the kind of body. You know what? We’re going to keep this show really clean. Okay, so, so what’s going on? We’re not. We’re not talking about the word sleep that’s killing you, right? So blue. So it was the together part. It was together part, but in the bud washing room she’s really norvig it is mormon studio, but you’re blushing more now than you were ever best falik so the idea of a buddy system it’s not a mentor in it’s, not a sponsor. It’s it’s, not someone who’s going be there give you no guiding you your half and it’s not someone there who’s gonna sponsor you to take on a bigger role in the organization it’s someone who’s going to share with you what they went through when they were joining the board. So would he to know that? Like, when you walk, i’ll give you something. This amazing issue that people have when they first joining aboard, where do i sit? Oh, my god. I’m walking into this boardroom there’s ten board members to someone which we have assigned seats on by sitting in someone’s chair and that’s that’s their there right? How do i prepare for a board meeting? Should i come into notes all over the board book? They’ve dog tag in my book be all highlighted. Do i ask questions? Should i answer questions? I mean, all of these things that go on in someone’s head when they’re first joining aboard because remember, you’re joining a family aboard is a family. These are people who work together, live together, pray together, cry together, sometimes over the issues that they’re working on, and you’re the newcomer and your brand new and your brand new. So a body is someone who gives that kind of support. The first thing a buddy does is they find a seat for their buddy might. They walk in and they go, you know what? You’re going to sit right next to me, you’re going to sit right next to me that reassurance when you just walking for that first meeting, knowing that you got someone right next to you and who like whispers something in your ear, like, you know, by the way, don’t listen to that woman, you know, she doesn’t have a clue what the hell she’s talking about or oh, that guy talks about fund-raising but he hasn’t raised a dollar for this organisation in ten years, you know, that kind of insight on that thing kibitzing really help someone get comfortable and ease into their fiduciary responsibilities, sitting on the board outstanding because i wanted to talk about making explicit the responsibilities of the boardmember clearly the organization has responsibilities to the to the board with the boardmember has responsibilities to the organization, and they go way beyond fund-raising and we need to make these explicit on, i think, going back again to governance many organizations, even small organizations, right, even start up organizations recognized the need tohave policy, and they’ll perhaps even write policy they’ll feel, perhaps copy some other organizations policy and make it their own not knowing what to be in their policy, but at the end of the day, whatever their policy suggests that are the board members responsibilities should be in writing, why’s that so critically important because new board members, especially for small organizations, they need to understand. What am i supposed to be doing here? Like what is my role? The first critical role is to talk about raising money for some reason, we leave it for last we we nominate people to the board, we cultivate them. We’re so excited to bring them on. Sometimes we’re bringing them on because they actually gave a gift to the organization in the past, right? They were a donor to the organization, and then when we bring them onto the board all of a sudden, you know, we don’t talk about fund-raising i start, i lied with with fund-raising in fact, we have not policy usually usually there’s this give and get expectation on the board. I hate that word. I hate that word. Why what they mean by expectation? The reality is, if there is a need, then we should say there is board fund-raising policy and some boards will explicitly say how much the number is that they have to raise. They don’t necessarily have to say how they get the money. But, you know, every board needs to realize if there are ten, people sitting around this table and if there’s an expectation for us to each raise ten thousand dollars or five thousand or one thousand, you know, i don’t know how much some of the organizations who are listening might expect of their things are in the range so in the range, but let’s just say it’s ten let’s, say it’s ten because it’s easier for me to do that kind of mathos on dh there, sir. Ten people sitting around the table rights of ten thousand times ten. You could even do that math. Tony what’s. That number would be a hundred thousand. Well now, imagine formal difference. Wolber lorts right for michael. But both were former lawyers. Exactly. Imagine the difference in a non profit organization. If it every single year before it even had toe open its doors, it knew it had a commitment because the board understood that each of them had the responsibility and on dh. Not a goal, not an expectation, but the responsibility to get ten thousand dollars in that organization knew we have one hundred thousand dollars toward with that. Do you prefer to see those expectations as a dollar amount or something? You see the phrase personally significant gift each year? I like clarity. Ok? I mean, i’m all about being clear and concise. What i hope is that ten thousand is the floor, not the ceiling. Yeah. See, that’s the problem. If you if you say there’s a certain there is a responsibility to do that, that becomes the person ceiling. Exactly. I got ten thousand dollars. I’m done. So i’ve got ten thousand dollars in january and i could fall asleep for the next eleven months. Now, what do you do though if you have a diverse board in terms of assets and ability to give? Yes. And for some people with ten thousand dollars is a stretch. And for some people, it’s, you know, a remainder at the checking account at the end of the week. That’s, right. So so that’s. So now let’s, let’s. Go back to this ultra high net, worth enough people that we were talking. About the beginning of the hour right on policy in that regard doesn’t necessarily have to be the same for everybody, right? And when you’re recruiting a member to report when you’re recruiting someone and you know that they have the potential to give hyre than other board members, you’re i’m i’m very clear with that new board potential boardmember i will explain the composition, the board i want you understand who you’re gonna be sitting with, you’re going to be sitting with some people who are academics who don’t have the opportunity to give them selves significant, but man, they gave intellectual capital to this organization. We have some board members who can give, ah, small amount of money, but give their time and then and then you, tony, you know, you have a lot of time, you’re running a big business, you live in north carolina, you’re on the radio, you got a lot of people want your attention, right? Right, right. Sounds good. Sounds good with you was reality story. I’m creating a good narrative for drama you add to it is eyes intense it’s all about creating the factual was all factual but bring thrown creating the public narrative here creating the public narrative so around that story, i know you have the potential to give mohr, but you don’t have much time. You don’t live in new york, so you can’t always be here for board meetings. You can’t always be here for the volunteer events, so you know, you’re in north carolina, but you have the potential to give more. I would be very explicit with you, tony, i want you to understand something the required give for this board is ten thousand dollars, but one of the reasons that we want you on the sport is because we know you have some tremendous networks. We know that you’re very affluent, we know that you run a great business, we know that you don’t have a lot of time, so we want you to realize that we’re not going to ask is much time of us. We might be asking of other board members, but we do hope that you can give at a higher potential. And what do we embarrass about what it was like, seriously, what we embarrassed about asking, but we know it, right? We’re thinking it, but for some reason. Somewhere between our brain and our mouth, there’s there’s this disconnect, we can’t get those words out, and we know the person we’re talking to his thinking it because as i’m describing the diversity of the board, i know that the academics don’t have the capacity to give the hypothetical tony level that’s exactly right qualified with hypothetical that’s, right? So you’re allowing i know it, you know it let’s talk about the elephant in the room, it’s the elephant in the room, and instead we’re going to be professionals. We’re gonna be genuine, we’re going to be authentic and we’re going to be transparent, and if i’m going to allow you to serve in excellence, what i don’t want to happen is i don’t want tony in north carolina running a big business who says, wow, i feel totally guilty because there was, you know, a volunteer events today. We were going out and clean the park because we’re over the garden because we’re garden organs, unicorns i feel totally guilty. I wasn’t able to be there, and i wasn’t able to be there for the last three, you know, vegetable growing things and the flower cutting thing, but you know what i know i could dio i care about this organization. It was in my neighborhood when i was growing up. I want to be a big part of it. I could give more than other people can give, okay? Honesty, explicitness, professionalism. We’re adults here, all right, let’s, go out for our last break a little early, and then we’ll wrap it up. We’ll still have another, like, nine, ten minutes or so you hang in there. 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 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 with 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. Welcome back, big non-profit ideas for the other ninety five percent. Melanie, i love these ideas. E-giving really excellent. Um, by the way, you didn’t mention beach either on the beach in north carolina? Yes, i got it going. Address mamatoto the hypothetical means well, at that additional layer of fact and the view outside of your window. And now now you’re able to sleep with that with the shutters open because it’s getting a little bit cooler for indoor sliding doors, we could definitely do a fundraiser at your beautiful beach house in north carolina. Thank you so much for offering europe. Thank you for offering. I appreciate that. We’ll take that. We’ll take that done. Done. Let’s, not get aggressive. We’ll not only martignetti non-profit here not only taking we’re going where you already admonished me. Aboutthe sex joke that’s, right? We’re not gonna take it, but but at a gala we’re gonna raffle your home ofthe to somebody with a beautiful beach. Um, let’s show that our organization measures its own results, shows its impact assesses it’s assess its its effectiveness to the new potential investor etcetera that we might be trying to entice yes, so effectiveness. And measurement, right? So many conversations about this, i’m sure that you’ve had conversations like this on your range a lot we have, but it bears repeating buy-in impact reporting and measurements. Ok, so so we might have a slightly different opinion than many of the companies that are in the measurements reporting business. Go ahead and i’m gonna give you the opinion from the ultra high net worth jonah, right? So that’s, where we spend much of my time, our staff spends much of our time at morgan stanley. I’m you would think that the wealthy or someone is the more be the big bank accounts that they have the brokerage statements that they get. They always want all these reports. The reality is they don’t read them, they don’t read them, and i’m not saying everyone that no one reads them right. So their trust advisors, i might be reading them on behalf of the donor, but the ultra high net worth donor-centric ng all of your energy on it goes on red. So most of ultra high net worth donors want to know that you’re being effective, right? They want to know that if they have a connection to this organization. You’re not doing anything fraudulent, right? Just not doing anything. Fraud, that’s, that’s a that’s a floor that is the floor, right? That’s the floor. They want to know that their money is going to be making a difference, right? That there’s something that their gift is going to be accomplishing of the organization, that if you did not have their gift, you couldn’t do it right, like there’s. Just something else that was that might not have been able to have been happening. But the most important, the most important again is the relationship that they have with the person who’s making me ask or the relation that they have with someone on the board. So they look at these relationships and time and time again, they go back to, even if we might be doing a deep analysis on the impact of the organization and ah, qualitative and quantitative analysis of their work. If an ultra high net worth client has a relationship to the organization, if they have relations in person who’s asking him for the money or they have relation with a boardmember or they’ve had a relationship with the cause, the cause is done something for them personally for their family, all of the statistics there, not as relevant. And i’ll tell you why because we think about how doe i compared to another organization doing similar work. So if i went to will go back to the example of autism, if there was ah, community center in my neighborhood that was working with a small group of children ages zero to five and on and i had a friend whose daughter went to that school and i saw the impact it made on my friend’s life doesn’t matter if there’s another bigger organization working on autism, finding the research, doing the working towards the cure? No, because it’s so it’s, so easy for me t sting you wish between why this organization first another not because i don’t want to know that there’s going to be a cure, but i have that connection to this organization where my friend’s daughter excels, so it goes back to what we’ve been speaking about. Beginning results matter metrics absolutely matter when you’re looking for very large gifts, he need to make sure that you could back, huh? What you’ve accomplished with someone’s donation. But the end of the day working on that relationship nine times out of ten is what an ultra high net worth persons looking for just like a high net worth person or a low networth person. They’re looking for the relationship, the connection. We want to reassure our volunteers that their time is going to be used wisely, efficiently that we we support our volunteers, are meetings or efficient let’s talk a little about a little about overcoming some of the objections that people might have to volunteer like like thie perception is that all the volunteers are retired and they have lots of time um, the job’s right there, or or there where their home with their kids so so during the breaks with their kids, like they’re trying to find meaning in their lives and those of the people you should be asking for a volunteer, not me so much right away over how do we isn’t non-profit overcome that objection. So so i don’t want to assume that that mom’s at home who have tremendous potential to volunteer, really, who have no time because it’s the busiest, it’s it’s the hardest job on the face of the universe to be at home with your children that’s why i never stayed home with my children. Ah, much easier for me to go into morgan stanley, but ultimately, volunteers is going be an issue if your children listening to this is going to cause any but it could be something the family you know what? That when it was so so ryder and talk, i just want you to know later in life when when you’re lying on the couch just say it was because my mom just it was because of my mom don’t spend all the money saving himself gave all the money out of time and money save all the money and going back to the volunteers we confined volunteers anywhere, right? And the problem that that i see non-profits have is they don’t have an established volunteer program, right? They don’t know how to maximize the effort and the energy of their volunteermatch base. So if we are going after established individuals who have very, very busy lives and you want them to volunteer for a particular purpose, then outline what is the project, the program, the day, the hour than you want them. To spend maybe it’s doing a radio show like this, right? Like maybe it’s coming into your studio and spending one hour with you talking about the work of their organization man is that away toe volunteer and to volunteer in excellence, but many organizations who have who bring in a lot of volunteers, they become their staff to some extent, they’re not spend the time giving their volunteers thie the preparation to be really good volunteers, so even small organizations that are run by predominately of volunteer base volunteers could get lost. They don’t understand, you know, how am i going to be useful to this organization? So if they go into a small school or if they go into a library, let’s make it into a library, so i’m going to volunteer for a library in my neighborhood and, you know, i’m not a librarian, right? And i don’t know how to use the dewey decimal system anymore, right? To even use the library library. I don’t rememberthat night except duitz one through nine, right? That’s because we’re old on the card, the card catalogue. I’d love to go to court catalogue sametz just glide out so nice. There, all wood with the satiny brass fixture on if you pull the handle out, a lot of little tag inside the little it’s little frame. And if someone was eating like an oreo cookie, there was like that love thumbprint, right? Greystone think dahna car in the little time we well, i i don’t know what they use that anymore in our libraries. So when you’re going into a library, you know what? How you could be volunteering in a library and making sure that the volunteers that come in there, that there’s real potential for them tio feel to feel effective. The one opportunity teo do that is tripoint someone who is going to be the leader of their volunteers, right? Who is responsible for this incredible, incredible group of people who are going to be our staff for free, right? So someone needs to be assigned to be responsible for those volunteers they could check in with them. They give them their work orders. They evaluate them. They let them know what they’re being good. Volunteers, bad volunteers. How they could improve their volunteerism. So there’s accountability and and and support absolute. Okay, we have just like a minute and a half left and i want to how do how does that non-profit get the attention of the kinds of people were talking about? And we just have, like, a minute or so let let them realize that if they’re working in the space of on dh educating kids, health care, the feeding, the poor, those are issues that ultra high net worth individuals care about, right? We have to stop thinking that small non-profits need to be in the shadow of the large, established organizations ultrahigh networks care about the issues. How do we get their attention for our small roger’s warnings and make sure that we have stories there are powerful, so if you’re going to use social media, if you’re going to use volunteers to get the message out and advocate, if you’re going to use a letter writing campaign, be concise, be clear creating a public narrative that lets them understand why they are different than other bigger organizations, and make sure that you’re getting that message out to people not just mass but, you know, make it very pointed, so clarity, concise transparency and advocate for your organization because small organization’s matter. As much as the large ones, the ninety five percent matter. What is your twitter id? Melanie espy got melanie s begun. Mm. For morgan stanley at melanie s begun. Bj u n m s thank you very much, craig. Melanie, thank you so much. Great to have you back. Good luck this weekend. Thank you. And i appreciate your not coming on my hair. By the way, i’m dying. I have a second. So i have to just tell our listeners when i first met tony when we first became friends short cropped hair. Now it’s beach fundez mario. Probably like a lion like a lion next week. Eight areas of non-profit excellence. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com were sponsored by pursuant online tools for small and midsize non-profits data driven and technology enabled and by we be spelling supercool spelling bee fundraisers ideal for millennia. Ls we b e spelling dot com our creative producers clam hyre off. Sam liebowitz is the line producer gavin dollars are am and fm outreach director shows social media is by susan chavez. And this music is by scott stein of brooklyn. Be with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great. Yeah. 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 do if 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, 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 ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked 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 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 November 4, 2016: Increasing Your Donor Retention & Social Media For Year End

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Rachel Clemens & Sean Doles: Increasing Your Donor Retention

Keeping the donors you have saves money and increases efficiency over acquiring new ones to replace them. Retention tactics come from Rachel Clemens, president of Creative Suitcase, and Sean Doles, vice president of mission advancement at YMCA of Austin. We talked at the 2016 Nonprofit Technology Conference.

 

Amy Sample Ward: Social Media For Year End

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Oppcoll 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, marcus t coleman jr he tweeted, if you work for work with or support non-profits you should give twenty martignetti is podcast i listen insightful and practical interviews, marcus, thank you so much for that insightful, impractical that’s. Um, but that’s that that says it, i mean wonderful and magnificent would be would be called keeping cubine tra in context with the superlative culture that we have but insightful, impractical. I do appreciate that. Thank you very much. Non-profit radio is in the white house with marcus because he works for the white house office of faith based and neighborhood partnerships. So cool he’s at mt coleman jr marcus, thank you so much for loving non-profit radio very appreciative. Congratulations on being our listener of the week oh, i’m glad you’re with me. I’d be hit with book arai assis if you wormed in with the idea that you missed today’s, show increasing your donor retention, keeping the donors you have saves money and increases efficiency over acquiring new ones to replace them. We all know that retention tactics coming from rachel clemens, president of creative suitcase, and sean dole’s, vice president of mission advancement at y m c a of austin. We talked at the twenty sixteen non-profit technology conference and social media for year end amy sample ward returns from maternity leave with social strategies that close out your twenty sixteen and align with your critical fourth quarter fund-raising she’s, our social media contributor and ceo of inten, the non-profit technology network on tony’s take two new non-profit technology conference fund-raising videos responsive by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com, and by we be spelling supercool spelling bee fundraisers wee bey e spelling dot com from the non-profit technology conference. Here are rachel clemens and sean dole’s talking about donor welcome to tony martignetti non-profit radio coverage of sixteen ntc the non-profit technology conference this interview is also part of ntc conversations. We’re in san jose, california, at the convention center. My guests now are rachel clemens and sean dole’s that’s very nice wave wave to sean metoo dignified coming from austin you’re supposed to do who you are. Right, it’s. All right. Rachel is president at creative success non-profit communications firm. Creative suitcase. What did i say? Creative success also. Creative success. Very successful case right there. All right, let’s. Try it again. President. Creative suitcase non-profit communications firm and sean dole’s is vice president of mission advancement at the y m c a of austin. Welcome, rachel. Welcome, sean. Thanks, feminist. You’re very welcome. We’re going to get to your topic on dahna retained shortly very shortly. But i have to shout out the swag item for this interview, which is from phone to action and a cardholder for the back of your iphone. Of course. Peel off the adhesive and stick it. Stick it to your phone, and then you put your phone toe action business card in it or your subway metro card or your whatever other drivers license, et cetera. Very practical. Goes in the swag pile for today. That’s our ntcdinosaur pile it’s pretty good. It was bigger, but it got stolen overnight. You believe that? I had an auntie. I’ll score through the scarf. Got scarf. You can’t trust these non-profit folks know who’s after hours i was here, so i was. There till six. Thirty oppcoll okay, come back and see us increasing your donor retention, rachel, when we not getting quite right, some i’m not imputing all non-profits and all practices, but what are some non-profits not getting quite right about some of their donorsearch practices that are leading to too much attrition. So the reason we want to talk about this today was we work a lot with our clients to dio urine strategies or giving campaign strategies, and what happens is a lot of the times were doing the strategy we’re doing the design, and then we asked, what you going to do to cultivate these donors after the fact and there’s not a good plan for that. So what’s happening is they’re working a lot to get new donors in the door, but not necessarily working to keep the donors that they’re getting right, which is a problem. We have very high attrition rate right? Right? I’ve heard as high as seventy percent. You have you have a different number? Yeah, we have it. The number from bloomerang that forty three percent comeback for three percent fifty. Fifty seven percent. Lost right still over. Has still high. Yeah. That’s. Terrible. After all that work, i feel like it should be, like two or five percent, right? Yeah. Only because you know how much, shawn? Because we know how much it costs, of course. Toe replace a donor than to retain one. Right? It’s it’s. Infinitely more efficient to retain that donor. Keep them happy. Yeah. Okay. Okay. Uh, let’s. Jump into some strategies. My voice just cracked again. Like thursday today. Jump. Okay. Reverse puberty. Twelve years old. Yeah. One of your wanted someone a reading from the recession description to expressing gratitude. Stewardship? What can we do better around stewardship? Let’s, start with you, sean. Well, i think first and foremost, you have to have an organized plan, and then you have to execute on that plan. You have tio be judicious. It has to be realistic in terms of its sustainability. Dahna it has to fit with your level of resource is whether it’s cost or staff time. It’s gotta be realistic. So you got you gotta. You gotta create the plan. Then you gotta execute on it. And you know if you can do that. You will see a tangible result from it, and and you have to be flexible along the way. Sometimes you you have the best intentions with a plan. And then reality gets in the way. You have to adjust your not going toe get to everything on your plan. Maybe. Or maybe you try something that you intended to do and it’s not working the way you had envisioned. You got to adjust, but donors will recognized the effort made to thank them, too. Communicate the impact of their gifts. They recognize that in it. And it is that that appreciation is manifested with recurring donation. What what types of things? Rachel belong in our are our stewardship plan strategy, right? So i think the first place is what are you going to do? What? The tastic tactics you’re going to put in place? So is sean mention thanking them so cumulative. Thank you’s, both online and off. So you might look a email strategies, impact videos, any sort of mfa graphics that might be appropriate to show impact. You also want to think about, huh? Okay, basically, the reason you want to do a lot of those things is that you want to remind them why they give in the first place. So thinking about why they might have given segmentation is also something to think about. So when they give the first donation, why are they giving you might ask them what particular focus area they have so that you can do many campaigns to them around those focus areas moving forward, so there’s air some tactics, and i think another key point is is personalization. To the extent that it is possible your organization’s may have thousands of donors, but to the extent that you can cut through and have a one to one communication to them that says, tony, thank you for your gift. Here is how you have made an impact on someone’s life, including if if we know if they’ve if they’ve given it to a certain campaign, right? We’re certain program recognizing that and and and i realize we’re at a non-profit technology conference, but in this day and age, something as traditional as a hand written note or a personal phone call such kari carries considerable currency and can be some of the most effective forms of stewardship that we could do. I’m a big fan of handwritten notes there, so they’re more effective now, then they then they were twenty years ago on the y has the benefit of having children as part of their after school campaign, so they’ll use kids will create bookmarks as part of can’t arts and crafts project. Hey, we got another arts and crafts project for you were making book bark, so we’re making placemats and we get a thousand kids making place mats and then we turn and we share them with our donors and anecdotally, those air, some of the most effective stewardship pieces that we create, people say our love, this bookmark it puts a smile on my face every time i you know, i’m flipping through the pages of my favorite novel, retouching of course it’s sweet it’s, handmade child made made in the usa what’s not to, like made in austin, texas. That’s. Right? All right, all right. What else? Stewardship meet such a broad topic? How else should we be thanking our donors and in the process? You know, as you point out, rachel were cultivating them suddenly for their next gift. So what else can we say about stuart, i think another thing to consider our reactivation campaigns or win back campaign, so for example, if if you’ve got a large database, but you’re not getting a lot of engagement from that database, segmenting those those donors in the database that you would consider an active so you would define what makes an active donorsearch o r there’s someone who’s given in the last year, they opened our emails, click right? You take the enact of bunch and you take them through reactivation campaign. So basically, you say, hey, we haven’t heard, you know, we haven’t. We’ve missed you. Um, we’d like to re a connect with you or this is the last time you’ll hear from us, and at that point you’re asking them toe op back in you’re not asking them to opt out, you’re asking them to say, i still want to get information from you on, but once you do that, you can take him through sort of a re welcome siri’s or something like that that would basically re engage them, get them interacting, opening things again before you go and ask for money can go it’s, not an effort, teo ask for money right out the gate. Okay, so it’s more just trying to get some engagement. Yeah, show that they’re still interested. Okay, okay, education. Re connect them to the cause. 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 t i g e 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. And, you know, from the outset, i think they’re several different ways you can approach this categorically one is kind of short, medium and long range, you know, the immediate recognize mission, the immediate thank you letter or communication, it goes out then what’s going on what’s going to be going out on a monthly or quarterly basis. Other other ways to conceptualize it are the online versus offline, you know, there’s a handful of things that, you know, like i mentioned the note, the phone call, you know, in in our organization, we recognize major donors by hanging banners in our wine say facilities might walk into a gymnasium or a swimming pool area, and you see a big banner on the wall many, you know, museums or schools have different sign inch opportunities so there’s there’s, you know, and then they’re they’re all the online tools now that are available. There’s obviously, emails where you can communicate impact stories, whether it’s us, short form digital videos, your email, communications, social, social media where you’re recognizing a donor through your social media channels. Dahna you’re doing much with the video in this in this category there’s a stewardship and cultivation we we do it in a way we do a lot, and it about two years ago it became ah, strategic focus for us. When we saw that, you know, we could send out an email that would have lines of lines and lines of text, and it would have a certain sort of open raid or click through rate, or we put a video there and the, you know, the open rates or the quick through rates were astronomically hyre so would much rather quick on the video watch it even if they only sit there for thirty seconds or a minute. So we put a big emphasis on video. And so we we created dahna a program that we called project fifty to which was essentially a goal of creating ah video and sending it out once a week, fifty two weeks a year that would communicate some ass aspect of impact and who was the scent, too? This would be sent to two donors or specific segmented groups within our within our donor or within our stakeholder based people that might have expressed a specific interest in water safety or childhood obesity or family that we don’t you know, we like most non-profits we don’t have tens of hundreds of thousands of dollars to buy advertising, teo, tell these stories to the community, so we had to figure out cost efficient, cost effective ways to get these stories out. And so that’s one way that we’ve done that another way, you know where i was trying to regional it sounds like you had yeah, look like you want to say something e o i was actually going toe have him speak about how they’re doing thank you videos for their donorsearch i was the other piece of it that in addition to that, we’ve done some very, very simple. What were we no budget videos using a phone smartphone? Yeah. Ah, where we take a group of kids that summer camp we give him ah poster that says, you know, thank you, mr jones, for making our summer, you know, remarkable and, you know, it’s a one minute video that you then personally email to this major donor doing the video just for that person just for that person. Yeah. And that on social it took a minute to do that video and we were we would do twenty of those videos right to made me obviously, if you’ve got thousands of donors, you can’t do it wrong, but your major donors and it can make a huge difference. They share that with their friends, their family, and then they’re going to love that, and the production value doesn’t matter if it’s in this day and age it’s accepted, i have i have a lot of guests who say low production values find its sincerity right, hart, authentic genuineness, authentic that’s what that’s, what really grabs people not you know you don’t need to make a makeup lights. Yeah, they’re used to cat videos. I mean, we’re fine this’s that moves us, it doesn’t have to be high production value, too, to be enormously moving and a great, great choice, okay, anything else around the thank you’s? The gratitude i would just add one thing coming from a visual communications background is to make whatever you’re producing to make it his visual or as compelling as you can. So there’s a lot of especially in austin, we have over six thousand non-profits there’s, a lot of noise in our space sustaining out can be tricky e-giving people, things they can engage with or that looks like something they’d want to share goes a long way just that visual communication is really important. I think sometimes it doesn’t get the web is visual. Yeah, people stand, they don’t read you kidding this thing’s going to click video? Yeah, i think the other thing too back-up actually one of the things that’s most crucial and dahna retention is actually making that first give really simple and really easy. So making the give process online like if they’re going to come through your donation page making sure that donation page the user experience on that page is optimized for your user where they don’t have to think too hard. They have to do too much work, making it super simple no again making it visually interesting. Maybe you add delight factor. There’s organization called saturday place has a great little donation feature. You hit their donation page and is very visual. You have a sliding scale of dollar amounts so you can play with it and see how the impact changes. Oh, so you slide the scale and what happens is little pictures. Yeah, there’s little icons. The change. And so it might be like apples, so you’re you’re providing lunches for saturday place or along the other side. They have they have different categories so you can provide basics, which is the lower dollar amounts or at the very high end, you can provide futures so that i mean, wow, right, that’s pretty cool. So and so, as your slideshare seeing different icons? Yeah, you’re seeing them change based on what you’re giving her. What the impact is wonderful, it’s really good, you know, the other piece of that is at the entry point designing your systems so that you can collect information that will help you. You segment to your donor’s mohr, effectively, whether you are using an offline old fashioned pledge card that maybe has a section where people can indicate what areas of focus our of of key concern to them or in your online donation page, maybe pull down menu where they have the option of selecting, you know, identifying that, you know, out of school time or or educational enrichment is of your concern to them then subsequently, when you were we’re going through your stewardship plan, you can maybe segment that group and share some some impact stories with them that are particularly that air going toe particularly speak to that to that audience so segmentation personalization, but designed that into the process from the very beginning. Okay, surveys could be valuable there, too, if you have maybe you haven’t built into the to the process where you have some donors for whom maybe they didn’t answer the question or you weren’t doing it then. But, you know, simple, like five six question surveys i’ve heard this a couple of times from a few different guests easy, you know? But you have to keep up. You have to keep your promise if they say this is the programs i’m interested in or i only want to hear from you at holiday time, you know, don’t get them in february when they talked about, you know, december, their preferred month. I think people can also use their thank you pages after a donation as a way to get some of that demographic information. So for example, they’ve just given to you, they just engaged with you. Maybe you don’t want to do it on the front end in the donation page section because you’re worried about having more fields or whatever the case may be. So putting those making that thank you, paige, work for you. You could try testing. You know, some of the segmentation questions after the fact after the way they don’t have to open a separate email survey. You know, maybe just put it right there. Could test how many d’oh. Okay? Because the reality is, the more questions you ask up front, the more boxes you require them to check the mohr attrition. You’re going ritual saying make a donation process simple. Yes. And after now, i’ve given my gift now that was thoughtful enough to ask you, how many times a year to our do they want? Do i want to hear from them? What times of yes, the moment they feel best. Right? Right? Yeah. They’re feeling great. And they’re giving moment. Yeah. That’s. What? It could be a valuable test. Excellent. Let’s. Move. Teo yeah. I had a plan for an implement. Sustainer sustainers campaigns. We talkabout reactivation kapin about your sustainers program. What do you we know how valuable those are, right. Month after month. Just giving five dollars, twenty dollars? You know, whatever. I think the keating house, any plan is to have a plan. I mean, truly that’s where a lot of it breaks down. You know, you might have a goal to make. Increase your sustainers but it all comes down to the processes that are underlying, you know, foundation for making those things happen. So making sure you have ah, you know, a marketing template that you can work off of that you’re building a plan every time you’re getting stakeholder input into that plan, you could probably speak more to the actual implementation. Well, like, you know, in one instance, y m c a. We have facility members. We have what is essentially a sustaining member ship, that we will mark it several times. You really emphasize that toe where somebody would be paying, say, an additional ten dollars a month on top of there, traditional y m c a membership dues, right? And so in in, in order to recognize them, they get a special membership card that they swipe every time they come in, they get a special shirt there’s several other ways that we recognize them had become sort of ah, conversation piece for them and in a continual reminder of their support for the why i will run several very finite, you know, tightly plans many campaigns throughout the year like one around water safety coming up on this time of year one is we approach summer camp one is we approach after school care one at the very end of the year and will utilize the segmentation there so so that we’re only hitting those audiences that indicated we cared about water safety we cared about, you know, you know, the summer in richmond, right? And so we’re not creating donorsearch a t hg where, you know, a single donor feels like us you’ve you’ve asked me twelve times this year to give you money, you know? Wait, ideally, maybe we’ve asked them twice on specifically for the program save right expressed interest in yeah, again segmentation, yeah, for the sustainers thing i think one thing that’s interesting if you look at the younger audiences, you know, they grew up paying for things monthly, and they’re used to streaming video and paying eight dollars a month for netflix, so i think thinking about maybe how you khun specifically target that age demographic for sustainers might be an interesting test, you know, like and in it there they’re used to self where is a service? You know, it’s sort of the same model, but in non-profit world? Yeah, just excellent. Yeah. You’re right there in the habit of yeah, of being just routinely build. Okay, we just have a couple minutes left. Something about anything more around. Oh, you have some ideas about digital automation deciding which tools are best for you. So, yeah, i think the thing about data and if you’re gonna have a plan, you’re gonna be able to track and measure that plan, right? So sean always says garbage in garbage out if you don’t have a good database that’s pulling in accurate and good data, then you’re not going to get very far. Eso we you know, we talked in the session about before you look at features for databases, really looking at what your needs are, what your goals are, and you need to make sure that if you’re in development, that you’re talking to the communications department as well, you’re dahna programs anybody that’s going to touch that data needs to have some upfront say about, well, how they’ll use it why they want it. What it’s going to do for them? S o before you look at features really looking at needs and goals, what are the paint points? What the problem is you’re trying to solve with this new data base, you know? And then the other key point there is, once you have the database in place and you’re able to extract data creating reports that are meaningful that you can use in actionable way. So in other words, we create report cards, so to speak, for each of our facilities for the campaigns they run as well as for our association, where we’re tracking dahna retention, we’re tracking, you know, major major gifts, number of major gifts, number of gifts under a thousand dollars. We have all these different metrics that then we can we can analyze and see what kind of patterns emerge and then use that information. That’s really it’s not anecdotal, it’s, not a gut your level hunch, it’s riel. And then we use that to formulate strategies that will improve our performance in the next campaign. So then we owe our major donor, you know, level percentage, major give percentage. Was down. We want to formulate some strategies that are going to address that little things like that will help us create riel pathways for improvement in the future. We got some templates were goingto have up on our where slides live ones, a marketing campaign temple and then someone in the session as sean to share templates for the report card. How can we share these there at creative suitcase dot com slash sixteen and tc? Okay, they’re also in our collaborative notes, okay, people here here for people who are here subscribed to ntc conversations, but otherwise creative suitcase dot com slash sixteen and t c you okay and what’s their marketing template. Yeah, one is, ah, word template is a marketing campaign template, so it’s, like, what are we trying to achieve, who our audiences is, what our risk. So it basically ask all the questions that are hard to get to on your own sometimes seem just fill those in. It talks about tactics, you start running with that, and then shawn, is it excel docks? E think it’s actually a word i have to look and see, but well, it’ll be a template for for establishing a report card for your campaign performance that’ll be in the same place. Okay, that’s a great resource. We’re gonna leave it there. All right? Sounds. Thank you. Alright. Rachel clemens. Sean dole’s. Rachel again is the president of creative suitcase non-profit communications and sean dole’s, vice president of mission advancement at the y m c a in boston. They’re both from austin. Sounds that’s rachel too. Thank you very much. Thanks for having us over sharing. This is tony martignetti non-profit radio coverage of sixteen ntc the non-profit technology conference. Thank you for being with us. Social media for year end with amy. Sample ward is coming up first. Pursuant, they’ve got another free webinar for you. Upgrade your best donors today, it’s with pursuant consultants chris taft and christian priest and they will help you identify your donors who have capacity and interest in doing more for you. Maximize your resource is to engage the right prospects and fine tune your prospect visits it’s on tuesday, november fifteenth at twelve central and to register you go to pursuant, dot com under resource is click webinars and that when again is upgrade your best donors. Today we’ll be spelling spelling bees for non-profit fund-raising spelling bees with live music and dancing and stand up comedy and spelling monisha lt’s raising money for ugh, these air ideal for that because fund-raising is but this is all about is great fun, but it’s fund-raising as well. Check out their video we b e spelling dot com now it’s tony’s, take two, i’ve got more non-profit technology conference video interviews for you these are all on fund-raising donorsearch vase growing your sustainers revenue byway non-profit times just had a recent story from blackbaud sbi pecan unconference something like triple digit revenue hikes from sustainers, and they’re quoting chuck longfield who’s, the chief scientist at blackbaud, also a non-profit radio guest, all the smart people around non-profit radio s o sustainers revenue very, very timely and smart email marketing and dahna retention, which is today’s interview, but you could watch the video. They’re all from the twenty sixteen conference hosted by the non-profit technology network. Of course, my video on the beach introduces thes four videos and has links below it’s at tony martignetti dot com. And that is tony’s take two. The phone just rang and i know it was amy sample ward, maybe step award. How you doing? I’m doing well. How are you? I’m wonderfully thank you. Let me give you a proper introduction. Our social media contributor and ceo of inten, the non-profit technology network. Her most recent co authored book is social change any time everywhere about online multi-channel engagement she’s that amy sample ward, dot or ge and at amy r s board are for renee. Of course. Welcome back. Of course. Thank you. I’m glad to be back. Yes, that we did chat, you know, briefly on the three hundredth show, but now you’re officially back from maternity leave. Congratulations again. It’s. Wonderful. Thank you. Yeah. And and on that show, which was july twenty ninth, little lauren lewis was three months. That was his three month birthday s. So now, he’s. Just a little over six months, right? Yeah, exactly. Outstanding. Eso excited. So exciting for you and max. Wonderful. Yeah, it is exciting. And it is crazy that he’s six goes fast. I heared from all my friends who have children. I don’t know, personally, but my niece and nephew it does go fast. Yes. You have a little ah, little baby anecdote, little baby, orin louis anecdote. You want to tell her anything? Ah, that his peculiarities or anything? You sure? You know, i think every baby is different and he’s got he is certainly a product up his parents. When we meet up with other people that have babies, he is the only one who is constantly trying to talk, try to like, touch and engage all of the other big its crew. They’re all just lying there looking at him. Multi-channel he’s trying to talk to boys multi-channel engagement strategy has seen a lot of ourselves in him already. Cool. All right. That’s. Great. Multi-channel engagement. Listen. Seventeen ntc registration seventeen to twenty seventeen. Non-profit technology conference registration just opened. I note way want encourage people to go to that it’s an outstanding conference registration just opened three years ago on the first, and we’re already at record response. So we know this is going to be a really big ear. Excellent. All right. Just, uh, just he’s. Just this, like, weak or not? Even what? Today’s the fourth, right? So just in three days, you’re already ahead from this time last year, three days in last year o ahead from any year, yeah, standing, congratulations. Okay, so people goto and ten dot or ge and then i don’t even know do you have to click on the events tab? But now it just opens it and take you right there on the stage and ten dot org’s okay, go to the conference for pizza, but this one is in washington d c right? Yeah. It’s in washington, d c march twenty third through the twenty fifth and you know, dc is always our largest year whenever we go to d c because so many organizations air there or have partners there and feel like, you know, they’re they’re used to travelling there, so we know we always plan for the years that were in dc to be the biggest we’ve had, but it’s always like the biggest we’ve had until that year, so we know this year will be kind of the record that we’ve ever had until sometime in the future we go back, but yeah, it’ll be it’ll be fun. We’re planning all kinds of fun things. For this next-gen outstanding, always lots of hundreds of smart people speaking and it’s a very smart conference. So go and learn how to use technology wisely wiser in your social change work. That’s cool, i said, we want to talk about some some strategies that you have for year end social media um, and before we before we jump into, like, different strategies, i would like to start with how to evaluate whether we’re doing the right thing or not through our social engagement strategies. And you like google analytics for that? Yes, i mean, i think the biggest thing both kind of tio, this piece that you’ve brought up and more broadly to the idea of social media around you’re in campaigns it’s so frustrating and dishearten name to me when i see organizations or talked to organizations who are, whether it’s a you’re in campaign or any other time of the year and social media is like a compartment of itself it’s over, you know, on one side, and then you have, like, all these other people and and channels that you’re working on the campaign, and i feel like that’s, just setting yourself up to seo. Social media is invaluable toe, right? Because it’s not even a part of your plan and it wasn’t part of how you thought of the strategy, and it was only later that you were like, oh, gosh, we have this campaign going on let’s tweet a bunch about it, but that’s not that’s, not integrating right disintegrating social media into your campaign, you know, that still an after thought, and i think, um, just recognizing that you wouldn’t say, okay, we’re going to launch this fund-raising appeal for the end of the year, and we’re not going to tell anyone who’s going to work on the e mails related to it until, like, the day of, well, you would never do that. So why’re you doing that with all the social channels, you know, here don’t make social a step child? Thanks. Well, just don’t make it a separate no don’t help integrate. Integrate. Yeah, yeah, right. So so in our planning way want to build in analytics? Yeah. Okay. What? What? What advice do you have around specific? You are l’s? Or how would you like us to do this? Yeah. There is a lot with with google analytics. That you can do i mean, first, i always think you should go into planning campaigns with some sort of information already. So looking at your google analytics before you start planning your campaign to say, okay, gosh, what parts of the site are people using? I’m sure many organizations have a donate page that’s up year round, you know, our people even going to it to the rest of the year if they’re not then putting your year and campaign information on that donate paige is probably not going to get a lot of eyes right because no one’s going that way. So do some of your homework before you start planning using google analytics looking how people are using your site, but then also, you know, google analytics separates out traffic, evaluate what kind of social traffic you have for us, say direct links, which a direct link is often you know, that you sent him emails and someone had a direct link into your sight. We have to search or anything, so figure out what that incoming traffic flow is like now, because otherwise you’re going to spend planning your campaign, you’re going to want you and be like, oh gosh, we have all these people visiting our website. Well, maybe you already had that be visiting your website. You know you’re not gonna have anything to really inform your evaluations think doing some homework first on how people are using this i and also how people are getting to the site if they’re coming from social channels, they’re coming from email so that when you plan, you plan with those pieces in mind and then once you’re running the campaign it’s really not difficult, and there are plenty of resource is if if you want some step by step guides on using google analytics to set up what are called campaign girls so that you can instead of just always writing, for example, and tend that order, you can have a longer you are all that is still just sending people same page, but that girl has some important code, innit for google analytics, so it knows this is a link that you’re only using on social media for this specific pain, you know, here’s a different version of that code in that girl that you’re going to put in your email and that way you can say okay, we’re all obviously sending people as much as we can to the donate page or two, you know, to the ntc page. Um, but we’re able to look in guru bilich cincy, okay, a lot of the people that are coming are coming from social media, and those are the ones who are, you know, staying and going to the register page, etcetera, and then these folks coming from email, you know, they’re not coming as much or or whatever the situation is, but using the campaign you or else we’ll help give you so much more information about who’s responding, who’s coming to that page and how they’re taking action, okay? And it xero so it sorry, yeah, you’re you’re monitoring where they’re coming from and where they’re going to all in that bowling, that girl because of where you because we were in place because where you place it? Yeah. Okay. Okay. Brilliant. Okay. And there’s, of course. There’s tons to be said about google analytics. I think i think i’ve got an interview from one of the ntc on google analytics. I know we have one on google adwords, but separate. I know there’s. We could i know we could do ours on google analytics. Oh, totally. And like i said, there are resources to help give you some step by step if you’re new to using it. But it’s google analytics is free. You should be using that, and it does not take on incredible amount of technical knowledge to get it set up. You just have one little line of code you need to add to your website, and then your account is activated and you and you could do all this tracking. Yeah. Okay. Okay. Any you mentioned resource is do you know any off the top of your head that you can recommend? Yeah. I’m happy tio tweet a few and sent him to you to post up with the the archive. But with the takeaways, i could put him on the facebook page. Okay, you know, if you’re okay that you could do that? Sure. Um, okay, is there any other point you want to make about the analytics before we get into actually doing the campaign work? Well, i guess the last point that i’ll make kind of to wrap it back up to where we started is that if you don’t do that homework at the beginning to create some sort of benchmarks when you launch the campaign and you’re trying to kind of report out to staff or even your board about how well it’s going it’s going to feel really arbitrary to say, one hundred people from social media donated, right? Well, great. What is that compared to before the camera? That, yeah, so do that homework so that you could be informed in your planning, but also so that you can kind of report against that benchmark, you know? So so you’re reporting makes sense and has some context. Okay, very good. If we’re going to do this as part of a campaign, then we need to have consistency across all our all our channels, right? Yeah. I mean, one thing i always think about just in our own planning it and ten is that regardless of the age, demographic and regardless of the channel, that the donation comes in. So even if somebody is going to write you a physical check, the majority of people still go to your website before they make that donation. So even if they are following you on social media and that’s where they saw the ask and they’re going to do it online donation people are still kind of following up on your ask and and what it is that you’re potentially working on before they donate. And so the the huge opportunity there is to recognize that you’re not necessarily always going to know where they saw that ask and what is it? What other piece of your work they’re evaluating? So creating some consistent experience around that is huge, and it doesn’t take a ton of work. Most organizations are already going to create some sort of collateral or brandy material for their campaign, so making sure that you have those same images in the right dimensions, right cause, of course, every platform wants to have its own particular dimensions, but so that your facebook banner, you know, has an image that reflects your campaign. Maybe you are, you know, to use a pretty standard example for your ad campaign there’s, a family that you serve and you’re telling their story in your appeal letter, right? So making sure that maybe a quote from that story that’s really compelling as a standalone quote is in your facebook, the inner and your twitter banner has a reference of the same campaign. So wherever folks are kind of touching into the campaign and then moving around to evaluate if they do want to donate their there, seen the same, uh, appeal. Not that it’s, like exactly the same image over and over, and they’re just getting sick of it. But you’re within that same world of the campaign instead of heading over to your twitter page and having it be about your last event, hate and it is completely unrelated and doesn’t speak to the same thing. Okay, very good. Tomorrow, let’s, go out for our break, and when we come back, i’ve got live listener love. Of course, the live love has to go out and me, and i’ll keep talking, including integrating offline, you’re offline support for your social support for your year end campaign. 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 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. Lively conversation, tap trends, sound advice, that’s, tony martignetti non-profit radio. I’m melanie schnoll begun managing director morgan stanley philantech management. Melanie schnoll begun is next week’s guest for the hour all right, the live listener love it’s gotta go out it’s all over the world. It’s amazing. May where we’re starting, we’re going to start a broad protest it i don’t know if i’m saying it right. Testy romania love it kayman jin germany guten tag the live listener love goes out also to norway. We can see the city but i really don’t want to mispronounce it g et u p h e norway live listen, her love to you philippines we got craze on city. Istanbul, turkey. Milano, italy, seoul, south korea, on io haserot, of course, comes a ham nida also ottawa nation’s capital canada. Checking in ottawa live listener love to you, iran. I’m sorry. We cannot see your city. But we know that you are with us. Coming into the u s st louis, missouri, rosedale, new york, binghamton, new york, new york, new york. Unbelievable. New york. Thank you for that new york love it’s going out to you. Thank you for bringing it in. It’s going out, including new york, new york. Love that. Thank you. College station, texas with us live love. Eugene, oregon not oregon. I heard i was on a bus yesterday, and somebody said she was taking jetblue to oregon and i wanted tap on the shoulder corrector no it’s, oregon, eugene, oregon live listen, love going to you okay? And, of course, on the heels of the live listen, love comes the podcast pleasantries because how could we not say thank you to its really its more than ten thousand now? The numbers are going up it’s more like twelve thirteen thousand i make it official, but i want to see if it sticks before i start boasting, but we certainly have had shows where they’ve been twelve close to thirteen thousand listeners. Yes, is that consistent? Not quite, but were spiking. So podcast pleasantries to the many tens of thousands one point three, ten thousands listening. Thank you so much. Whatever activity you’re doing whenever you listen in your time shift. Thanks for being with us and the affiliate affections to our many am and fm station listeners throughout the country, including in oregon, i mentioned yugi eugene, oregon live. Listen, love, we’re on a station in salem, oregon, so if you were listening on one of the am and fm affiliates affections to you. Thank you so much, kayman sample ward. Um, here we are and, uh, let’s move along to ah what’s your next you threw out another strategy. Go ahead. What else? You want to talk about social media wise for our year end campaign? Sure. Well, i think one thing that we’ve seen organizations kind of struggle with or unnecessarily struggle with that kind of stumble with is how to balance their own kind of full year and campaign with these e-giving days that are now more prominent so e-giving tuesday often is happening kind of in the middle of people ar e having their own urine campaign, and then sometimes towards the end of the year, sometimes at other times of the year, you know, different states or regions have their own kind of local giving day. And so how do you balance all the effort that goes into, you know, even just a single giving day and having visibility and donors on that with what we’re already running for six weeks? Kind of an end of your campaign, and i think that that is tricky. I think it it requires planning. For that day, when you’re doing your full end of your campaign, if you’re going tohave, you know, six weeks is your end of your campaign knowing okay in week three e-giving tuesday is happening, so is there may be a version of our campaign ass that we want to reserve, as are kind of giving tuesday version of the ask so that it feels like, you know, an opportunity to make an additional asked during the campaign that otherwise maybe would have felt like too many asked, right? Because you’re kind of taking advantage of that day versus feeling like, you know, okay, we’re going to create a whole separate giving tuesday campaign. I think organization should try to be really realistic about their capacity, because e-giving days in and of themselves take a lot of effort, and your primary effort is probably going to be your own and of your campaign, but not necessarily completely avoid it. If it is something that’s going to give you a little bit more attraction, or like i said before, an opportunity to maybe make a different version of the ass that gives you one more touchpoint during the campaign, so planning is important and also being realistic about what your team can do, you know, you maybe, you know, maybe you need to pass on giving tuesday or something else in your in your year and strategy, you know, be realistic. I mean, you know, it’s the same thing we’ve talked about so many times, like shiny object syndrome, you know, in in the social channels, no, you can’t do everything in your year end campaign that you might like, so plan and be realistic and, you know, obviously get the get those the input of the people who are going to be doing the work one i think the other part about being realistic there is that for, you know, the vast majority of organizations that bulk of donations for your end of your campaign aren’t coming the first week of december, they’re coming the last week of december. So the timing of giving tuesday as the tuesday right after thanksgiving may not be the most high traffic time or your donor’s anyway. So thinking about that, too, do not have unrealistic expectation that, you know, that’s going to become your your bigot e-giving day now, and if it isn’t you know what? What do you want on giving days that made on giving tuesday? Is that a day like you said, you know, to skip because for your community it’s not worth it? Is it for your community an opportunity to maybe make a really small, ask and get people that otherwise wouldn’t give to give just ten dollars, and then you can ask them again before the end of the year? You know, i think there’s different ways to kind of use giving tuesday as a test for your community, but for most organizations who are running a full end of your campaign that’s just going to be one little blip in the longer campaign, it could also be for something smaller and non non non financial, maybe it’s, maybe it’s a signing of a petition or maybe it’s volunteering, maybe maybe use giving tuesday is a volunteer recruitment day. Totally, i think that’s a great idea because it led people deal like they’re still participating in that day and they’re still contributing to the organization, but maybe those are the folks who wouldn’t give for soon, and they’re not going to otherwise respond to ask, yeah, and so leading up to giving tuesday and and that day, you’re taking a little break from from from the money asks, and then you get back to it. Okay, um, okay, anything else you got in that? In that respect? Um, i mean, no, we could we could talk. I mean, i want to be conscious of time and talk a little bit about offline, too, because i think a few great pieces from the interview earlier in the show today, okay, let’s do that. Okay? Like, let’s, go there, the piece about cards, you know, and thinking about those riel physical touches that make make it so much more meaningful. Um, i’m such a i’m such a big such a big proponent of the hand written note on dh and the small card that you can do, you know, you know, you don’t starita blanket and a half by eleven inch page on your on your screen and feel like i have to fill it with words for the next forty forty minutes. Yeah, it’s one or two sentences on a on a little note size card and then a matching envelope i mean, hand written envelope it’s it’s enormously touching me. Sean dole’s, sean and shauna. Rachel both said it, but yeah, i’ve been a fan of that for a long time. It’s quick, it’s, genuine and sincere and it’s uh, extraordinary. It just doesn’t happen anymore, so you’re standing on when that we’ve tried is specifically when it comes to kind of year end things, of course we love at and then we love sending cards and stickers and things all year round, but when it comes to the end of your things picking a threshold like fifty dollars or five hundred dollars, whatever is your makes sense as a line for your organization and saying, ok, anybody at that number above is going to get a handwritten card and then because that takes slightly more capacity, but then we’ll also pick a day, usually before people go off line for the holidays so, like, you know, maybe the seventeenth or the eighteenth of december and anyone who was donated by then we divide up among staff so that every staff person only has, you know, eight or twelve people, and everybody just called to say thank you for donating doesn’t ask for another gift, doesn’t the purpose of the call is just to say thank you and, you know, as you can imagine, eight times out of ten, you’re getting a voicemail anyway, because people are at work or whatever, but we get such incredible response. From people saying, oh, my gosh, you actually called to thank me for it just donating because otherwise donating is pretty human list, right? You just goto you got an email, you went to a website, you, you know, putting your credit card like you didn’t interact with anybody. So being able to have a card or a phone call to say thankyou makes it feel like we saw that you gave that gift right? And that i think, is a really powerful thing is that people have people recognize that someone’s paying attention, right? They know that i made this gift and i am seen by this organization. I think that for a year on campaign, when there’s so many messages out there and, you know, so many different competing asks it can make people really remember you that’s where we have to leave it outstanding. I agree the offline on, and it is fun. It could be a lot of fun. She’s amy sample ward, ceo of inten at amy sample ward, dot or ge, and at amy rs ward. You still got it. You haven’t lost it since the spring loved having you love having you back. She’s gone already you believe that you hung up on us? I think you’re cutting all the way cutting out so i don’t know if i could say anything ever having. Very welcome and i was saying you didn’t you haven’t lost it since the spring next week. Next week, as i said, melanie schnoll begun how to appeal to high net worth people also next week please vote whoever for it’s important. Get out, please vote. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com the beseech got lost the past couple weeks. I don’t know what happened to beseech but it’s back if you’re not responsive by pursuant online tools for small and midsize non-profits data driven and technology enabled, and by we be spelling supercool spelling bee fundraisers we b e spelling 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 and this cool music is by scott stein. Thank you for that scottie 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 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 do if 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 fired-up 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 talked 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 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.

16NTC Videos: Fundraising

Fundraising video interviews for Nonprofit Radio from the 2016 Nonprofit Technology Conference (#16NTC), to help your charity raise more money for its social change work. The annual conference is hosted by NTEN, the Nonprofit Technology Network. 

Nonprofit Radio for April 10, 2015: The Agitator’s Donor Retention & Wearable And Mobile Tech

Big Nonprofit Ideas for the Other 95%

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Roger CraverThe Agitator’s Donor Retention

Roger Craver is The Agitator and his book is “Retention Fundraising.” He has strategies to help you keep the donors you’ve got.

 

 

 

Avi KaplanWearable And Mobile Tech

Google Glass. iBeacon. These and other devices and apps have implications for your organization. Should you pay attention and where? How do you avoid shiny object syndrome? Avi Kaplan is director of online strategy at Rad Campaign and we talked at NTC, the Nonprofit Technology Conference.

 

 

 


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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. Chelsea ferraro, quote, your show is such an inspiration to me and i enjoyed listening each and every week i do my best to encourage others to do the same end quote chelsea, i can’t ask anything more that is just outstanding. Thank you so much. You have my best wishes for your new job and i’m going to send you a video. And from that video, you choose a book from the non-profit radio library and i’ll ship it out to you. It’s yours. Congratulations, chelsea listener of the weak and thank you so much for loving non-profit radio i’m glad you’re with me. I’d be stricken with asthmatic sn ophelia, if i got wind of the idea that you missed today’s, show the agitators dona retention. Roger craver is the agitator and his book is retention fund-raising he has strategies to help you keep the donors you’ve got and wearable and mobile tech google glass ibeacon, these and other devices and aps have implications for your organization, should you? Pay attention. And where? How do you avoid shiny object syndrome? Avi kaplan is director of online strategy at radcampaign. And we talked at ntcdinosaur non-profit technology conference on tony’s. Take two between the guests. A double honor and a fellowship opening responsive by opportunity collaboration with working meeting on poverty reduction that will ruin you for every other conference. I’m really glad that roger craver, the agitator is with me. He’s, the agitator at the agitator dot net he’s been shaking things up for a long time in big ways. He helped launch organizations like common cause greenpeace, the national organization for women and amnesty international. Damn that’s. Impressive. His book is retention fund-raising the new art and science of keeping your donors for life published by emerson and church he’s at roger craver on twitter and right now. He’s on non-profit radio welcome, roger craver. Thanks, tony it’s. Great to be with you, it’s. A pleasure it’s. A real pleasure to interview the agitator. I love that the agitator that’s cool like thank you. Did you think about the anarchist? Did you consider that or no it’s? No, i don’t need that much chaos. I think they’re stirring. Things up in agitating ways. Good. Okay, that’s sufficient? I understand. Um, why was there a need for a book called retention? Fund-raising well, for the last ten years, possibly fifteen years, american non-profits and european non-profits have been basically losing mohr donors than they’re gaining. And that is that is a real problem, not only for the present, but for the future, the history of fund-raising before then was the donors were fairly easy to come by, and the cost of acquiring them was relatively inexpensive. And so there was a sort of burn and turn mentality that so what if we lose the donors? Well, well, get new donors and simply replaceable that’s not possible anymore. And so people who are you caring about? Their organizations future need to be caring about holding on to the donors they have early in the book, you cite a twenty thirteen a f p association of fund-raising professional study that says that ah, a few things, but it starts with flat fund-raising every every hundred dollars raised from new donors was offset by one hundred dollars, in losses. That’s, right? And it got worse. It got worse in two thousand fourteen. It was off by one hundred six dollars really way are going the wrong way. Um, and then also that there was negative growth in the number of donors for every hundred dollars for every hundred donors acquired, one hundred seven were lost. That’s, right, that’s, right. Pretty a pretty frightening statistic when you couple that with the fact that the number of non-profit has grown enormously in the last thirty years. It’s grown from about six hundred thousand to a million. Five hundred thousand non-profits so many more non-profits chasing far fewer donors. That, in essence, is the problem. And why retention is so important, many more charities chasing many fewer donors. Right? Alright, so that is clearly unsustainable. Um, all right. So, what we gonna do about this? Well, that’s, what i asked myself after after watching these statistics for a long time, i decided there there really has to be an empirical way too. Find out why donors leave and what we can do to keep them in the bowl. Yes, the study and s so we set out to do and did a two year study of two hundred fifty non-profits in the united states and in the united kingdom and survey tens of thousands of donors to determine why they leave, and then what steps on organization could take to hold on to them? And that it is the findings from that study that i’ve encapsulated in this in this book, along with some quite practical suggestions on what organizations khun due to step in this hemorrhaging, we’re going to get to those because that you call them retention winds? Yep. Um ah! Finger pointing is not particularly valuable, but i’d like to do some anyway. My show, we’re going to do whatever the hell i want. Where do you think that? How do you think this problem arose? This lays a fair, lackadaisical attitude about how we treat our donors and doesn’t matter. We lose some, we’ll gain more back. Where does the fault line you think? Well, if it arose from the days when it was so easy and inexpensive, too acquire donors and at a time when direct response became very popular way of acquiring donors and so they the mindset became sort of it’s it’s. Easier to sign the purchase order for direct mail lists and printing than it is to really worry about how to take care. Oh, rather casual. Okay, so we consign this purchase order for an acquisition, mailing campaign or whatever, whatever channel we use acquisition, campaign and that’s easier than being introspective and evaluating and then improving the way we treat our donors exactly, because, uh, the the reality is that, uh, treating a donor well takes thought takes work, takes planning and, uh, takes the willingness to build a relationship between the organization and the donor and that that involves a lot more than simply mailing a letter or making a phone call. And i love that we’re talking to someone who has studied this problem. I noticed a non-profit radio last couple of weeks, i’ve been saying introspection a lot, this but it just seems to be coming up with a number of guests that non-profits i need to be introspective about whatever, whatever subject we’re talking about this that’s not enough it’s critical self evaluation. No, there isn’t. And one of the one of the reasons for that there’s a there’s a so called well there’s a horrible jargon term called brett. Best practice. Okay, what in the earth? Best practices are i? Don’t know, and i’ve been doing this for fifty years, but people latch onto that term and they most often compare their organization with other organisations and say, well, if we’re we’re doing about as well as the other other guy, so we must be using best practices but that you know, that there’s no introspection involved in that that’s that’s like reading the box score something it makes no sense. I mean, the other, the other organization might be doing it badly. You can’t you can’t just say that we were consistent with others they maybe, maybe underachievers. And by the way, we have non-profit radio we have jargon jail but best practices has been used so often that i’m not even sure that’s jargon anymore. It’s ah it’s. More like cliche. We should send it. Send ugo senate jargon jail within you. Teo, send you teo cliche camp, are you near? Are you near an airport? There’s a jets taking ice and you’re about thirty miles away. But one just came over, so okay, well, maybe we’re being a song that kept going. It didn’t stop. Right? Okay, we would’ve heard it if it stopped. All right, so we’ll put you in cliche camp, which doesn’t sound that bad joke it’s like for minor offenders. That’s a juvenile would be in there. That’s trade. I don’t use it. No, i don’t think there is such a thing. Best practice. Um, and i’ve been hearing state of the art a lot too. Maybe that’s replacing best practices, but there’s just a substitution. All right, spare us and thought thought leadership we could we could talk all day about jargon. Jail thought leadership. Yes, i know there’s a lot of it in non-profits and that’s. Why? Non-profit radio has drug in jail sometimes i let offenders off easy and other times probation is is harder to come by. All right, we’re gonna go out for a break. And when roger and i come back, we’ve got a good amount of time. We’re going to talk about some of these retention wins that are easy to do and and had a help you build trust with your current existing donors so they don’t depart. 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 we’re pre recorded this week. I’m sorry, i can’t send ah town and city live listener love but you know that i love are live listeners so that’s out to each of you listening live podcast pleasantries those on the time shift, wherever you are, whatever device whatever time. Whenever however many days or weeks later, you listen to non-profit radio pleasantries to you and never forget our affiliates. Very important affiliate affection out to each of our affiliates throughout the country non-profit radio was heard. Okay, roger craver. Now, how can we be sure that these retention winds are not cloaked? Best practices? Well, so he could be sure based on empirical data as measured from the responses of ah, thousands and thousands of donors. There’s. No conjecture here on my part. You know, there’s there’s, lots of so called best practices where the people say, well, you know, you ought to print your thank you notes on a very high quality paper. Or you ought to get him out within twenty four hours. Or you need tio send x number of cultivation pieces with no asks. And all that, of course, is is pure tribal wisdom, so our best practices, whatever you want to call it. So here we weigh in this study, we measured what people care most about and what they don’t care about and put it in priority order according to their responses, and came up with a way of of isolating the seven drivers that make for retention or flipside of retention of courses is attrition. And, you know, tony, all all of this is really based on apart from our empirical data, there’s a lot of common sense here, but common sense, it turns out, is a fairly rare commodity. Ah, the business of building relationships, which is what donorsearch tension is all about is based on two, two things consistency and reliability. None of this, uh, listening to this program have serious personal relationships that don’t have an element of substantial element of consistency and reliability by if i say to my spouse, i’m i’m going to meet you at seven thirty, and i’m persistently late or early or inconsistent with that. That relationship is not goingto laugh the same the same when it comes your have you been talking? To my wife, you’re describing my marriage, let’s, let’s keep personalities and personal lives out of this job. All right, well, people just translated into into the non-profit world if i if i receive a on appeal, a prospect appeal let’s, say from from an animal organization and it talks about rescuing puppies and cats, and i send them a contribution. And the next thing i know, i get an acknowledgement letter about the oceans and let’s save some whales that is not consistent, and i will not likely be back to that organization with another gift or if they send that acknowledgement letter and it says roger carver instead of roger craver call their their help line, and i get a rather surly or non-cash arika clerk, and he says, well, i may i try to get to it as soon as i can and isn’t very helpful. I’m not going to go back with another gift because that’s an unreliable organization, so we have to understand that relationships are built on trust and the two pillars of trust or consistency and reliability. Andi therein lies the key to retention because it leads to the next element of of retention, which is understanding the donors the importance of the donors attitude. You know, it’s it’s, not it’s, not the donors behaviour that we should be concerned about behavior in the sense of transactions giving money or not giving yeah, donors attitude that we need to care about because the organization bonem determines what that attitude is going to be by the organization’s action. Yeah, when you use organization is doing things that affect the donor positively, then the donor’s attitude will lead to behaviour that makes transaction increases. The size of a gift renews the membership, whatever, whatever the desired outcome. But it’s, not the donor per se, that is to blame are not to blame. It is the organization’s action. I have determined how that donor feels about the organization that something that folks really need to understand if they’re serious about donor-centric right? How did they perceive? Perceive your organization? Is it professional? Does it care about me as a donor? Aside from all the programmatic important work that it’s doing. But how does it treat our relationship that’s? Right? And that that tony that is paramount in ah, donors. Psyche. No, they people hyre non-profits to do a variety of of things a number of jobs sometimes is to make them feel good sometimes it’s to enable them to be able to tell their peer group that they’re doing this or that sometimes it’s, because they want to do a specific thing, but very seldom is what is that, what the organization claims it is in their appeals. Many people really don’t care that you have ten regional offices or that your ceo has appeared six times in the new york times, none none of that is important yet organizations just love talking about themselves, and nothing is more deadly and building a donor relationship that let’s move into these retention winds, which i’ll remind people are just reiterate these air based on empirical study, not not conventional wisdom or would just tribal wisdom that has been repeated at conference after conference. Just because one organization does it a certain way and they’ve been successful doesn’t mean that that’s going to be successful universally it’s not really lesson that’s amore that’s an anecdote. Um okay, you like saying thank you. That sounds pretty simple. Why does it why does this need to be? Why does need to be said, well, it needs to be said because sixty four percent of american non-profits don’t bother thanking their donors. We could start, we can start right there two thirds to two thirds of gifts or not not acknowledged and thanked. You’re saying are not are not acknowledged, thank some. Some of that third is acknowledged the sense of a tax receipt, but a tax receipt doesn’t go very far to build toward building a personal relationship. That’s a little cold? Yeah, yeah, patane has retained this receipt for your tax advisers evaluation? Yeah, exactly, exactly so they the importance of a thank you is that it is the it is an initial step in building a relationship, and we’ve learned a couple things through this study that that air quite important. One is it needs to be personal, and by that i don’t mean personalized i mean, personal sounding and warm, warm of heart and meaningful to the donor not necessarily long, but it really has to be real. Not way we’re so happy to have received your twenty five dollars gift, it will be put to immediate ineffective you sincerely, x y z that is not a that is not a thank you. Rather it is. Dear tony, your check arrived. I can’t tell you how happy it’s going to make sammy who tomorrow will have not only a meal, but he will have a toy for christmas heimans and so forth so it needs it really needs to connect the donor to the organization and the donor’s gift to a beneficiary in a real sense of the of the word. Something has something way before you get timely there’s no automatic rule that it has xero out within twenty four hours, but it should go out promptly after receipt of the gift. Because we in the studies we we’ve done the preferential time is forty eight hours, but donors are forgiving of taking longer than that. What they’re not forgiving of are these form printed, impersonal, thank you’s that just ring ring hollow. So that’s that’s the importance of saying thank you? One of the things you mentioned that i want to emphasize is that the thank you doesn’t have to be long? It doesn’t. I’ve heard this and said it many times on the show heard it from guests to be genuine and sincere does not require something long. No, i mean, i love you. If it’s if it’s said in a heartfelt way, three words does an awful lot to a relationship. That’s your right that’s it that’s an outstanding analogy. Cool. All right. Oh, and the book points out that there’s, um, resource is available around. Thank you’s. You have. Ah, there’s a thank you letter clinic at sophie, which is the showcase of fund-raising inspiration and innovation and your ovary thoughtful to point out that people can lift thank you letter ideas from there, but not copy and paste. No, not copy and face, but take, uh, lisa sergeant has put that together and done a terrific job, and she she has an attic full of ah, wonderful. Thank you. Uh, campaigns in there and get inspired by it. And by all means use that, you know, shaul had a saying the mediocre borrow genius steals and there’s lots of good stuff on sophie that’s that’s worth looking at that will give you ideas. And this thank you. Clinic is certainly one of them. All right, mediocre borrow and the genius steals hyre i’m in the wrong business. What we gotta transcend. The law’s a little more often, but there we go. You want us to be boring? What do you mean what’s behind that? Be boring. Let’s go back to the to the term consistency, one of the one of the realities of painful realities among most non-profits is they get tired of their of their same message, and as a result, because they’re bored. Uh, they they hyre another copy writer or the same copywriter and say let’s, let’s do something fancy or something that glows in the dark. Something different, something exciting? Well, that is that is not only a horrible waste of time and money. It’s also destructive of relationships, consistency is important and that’s what i mean by be boring. You may be tired of the same message you, mr or mrs organization of same message. But the donor isn’t tired of the same message. They they join for that reason and they want to stay involved for that reason, so be consistent. That doesn’t mean you have to copy the same thing every time, but stay on the same team that have produced the donor in the first place and the same the same way a good politician will give the same stump speech over and over again. She may be absolutely sick and tired of it, and the press may be sick and tired of it, and her staff may be sick and tired of it, but it is a speech that works with don’t with the voters, and it has to be given over and over again. You have a background in political consulting, too, don’t you? Yes, ideo i, uh, did a lot of work for twenty years for a number of democratic senators, presidential candidates and, of course, citizen advocacy work for groups like greenpeace, the seal, you and others that’s all tied to politics. You’ve been around, you’ve been doing this a long time. Did you say fifty years earlier? I believe just think, yeah, i’m probably older than most of the trees you’re looking at. Well, i’m in new york, so thie average tree life in new york and i think seven years, the street trees. So you got you got those? You’ve got those covered, but all right, you’ve been around it. I’m in i admire its wisdom, its wisdom coming shoretz empirically it’s empirical wisdom it’s not anecdotal. Here’s what’s worked for me in my client’s through the decades. Okay, you want to listen to donors, don’t you? Absolutely. And here here is on area that organizations can really score against the competition and can also help themselves because very few folks in the nonprofit world design efforts to get the feedback from their donors. You know the court corporate america spends billions of dollars getting feedback. If you go on an airline, get off that airline the next day you get a survey you goto to ah, hotel, the next day you get a survey after you’ve checked out my heavens, even ihop does a survey on the back of the receipts from their breakfast, and the reason they do this is they know that it, uh, that asking for people’s opinion builds satisfaction and builds loyalty, and it is so easy to do, and it is so inexpensive to do, but most non-profits don’t do it, and they just keep the mute button on rather than listen to their donors. But by having feedback mechanisms, you can find out that your website, uh, sucks when it comes to the donate page, or you can find out. That you’re donorsearch vis program isn’t good, and these these feedback mechanisms are there basically widgets that you can put on your website or questions you can put in your direct mail? Andi, uh, get get the donor’s opinion and, you know, tony one one of the thing on that you don’t have to necessarily get a written response or telephone response from a donor zamir act repeat, the mere act of asking for someone’s opinion and feedback will boost retention by thirty percent. That is a significant difference. Roger, we have teo to start to wrap up. We just have about thirty seconds left, and, uh, i want listeners, of course, to know there are many more retention winds in the book retention fund-raising published by emerson and church. Roger. Just spend a couple seconds. Small and midsize shops have a big advantage here, don’t they? They absolutely do. And i love your your slogan for the other ninety five percent because they have a huge advantage because they can do things personally. And a well run non-profit shop that pays attention to its donors will exceed, uh, return on investment by by five to ten times higher than the big organization roger craver he’s, the agitator to find omit the agitator dot net, and at roger craver on twitter, roger, thank you so much for sharing all that empirical wisdom. It’s my pleasure and i join chelsea and your fan club thank you coul write something nice and i’ll make you a listener of the week. Thank you again. Tony’s take two and wearable mobile and tech coming up. First opportunity collaboration. It was a terrific experience. It really kicked us up to the next level that’s ross baird, executive director of village capital. And there are lots of funders at o c. Extremely useful contacts, projects funding. It opens people that’s alberto vasquez, president of soc edad e dis capacidad in saudi’s, peru oh, see opportunity. Collaboration is a week long conference in x top of mexico centered around poverty reduction throughout the world. It’s in october you’ve heard me tell you i was there last year and i’m going again this year. If your work is related at all to poverty reduction anywhere in the world, check it out. Opportunity collaboration, dot net! I’m being honored by hermandad, a charity that brings water to the poorest of the poor in the dominican republic. I’ve been helping them save lives for lots of years, and it would be a double honor if you’d be with me by making a gift to hermandad, we can save lives together in the dominican republic and be honored together on april twenty third. That’s that’s really what i’m thinking video and links are tony martignetti dot com and i thank you very much for considering helping me save those lives. Are you a millennial interested in measuring social good? Then evaluate for change has your next career move they are recruiting for their millennial non-profit data fellowship. The ideal candidate is a millennial employed or volunteering at a non-profit and dedicated to using data to improve the nonprofit sector. Roger craver would approve of this very strongly. I believe the fellowship is part time and includes training, mentoring and a final capstone project. The application deadline is april thirtieth. Apply at evaluate for change dot com that is tony’s take two for friday, tenth of april fourteenth show of the year and here is my non-profit technology conference interview on wearable and mobile tech with abby kopperman welcome to tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen we’re in austin, texas, at the convention center in austin. My guest is avi kaplan he’s, director of online strategy for radcampaign brovey welcome, thank you durney pleasure to have you ah, your topic is wearable and mobile tech what it means for non-profits there’s, there’s a lot of new stuff out there, there is yes, just generally now we have plenty of time together, so you don’t have to pack it all into one answer, but generally, what does it mean for non-profits i think there’s a lot of exciting technology is emerging, a lot of organizations, they’re trying to make sure that they’re experimenting and taking advantage of all the technology available to them. Um and ah mobil’s, obviously a really great opportunity for engagement, but i think what it means is also there’s there’s um, it’s become a bit of a buzz word to me, you know? What are you doing on mobile? So what i think it means is it’s it’s an opportunity tio tio, come up with some some valuable ways to engage with their community um, but also to be really thoughtful and making making sure that you are investing your time and resources wisely in this area. Yes. We need to avoid shiny object syndrome. Yes. Okay. Because there’s, because there are plenty of shiny objects. Teo, to attract our attention. All right. What’s ah, what’s what’s. Interesting to you. What would you like to start talking about? Sure. Well, i think one of the starting points that a lot of non-profits today have when they think about mobile is related to their websites. You know, having mobile website being mullet going mobile responsive has become really wide, very widespread tactic your sight. If your sight’s not mobile responsive, you’re not creating a great experience for a huge portion of your audience. That’s growing. We have just interrupt. You interrupt a lot because i like to have yeah, absolutely. How many people view more likely to be viewing on mobile device? And then ah, desktop, what laptop? What kind of depends on on your audience? But you’re good, benchmark. Ah, somewhere between twenty and thirty percent for the average non-profit depends on your sector. Okay, if your audience is more you know, advocacy volunteer focused and expect that to be hyre through demographic is younger, more, you know, if you’re do something dot org’s there, i would assume upwards of fifty percent of their eyes. Ah, mole is mobile browsing audience i’ve had are your finger on the show, the ceo of do something she’s got a couple times, and also, you know, they have t m i their spin off for for consulting their head around, talking about that because you ceo of that ceo of do something yeah, that’s probably at least fifty percent buy-in likely hyre for, you know, for a larger legacy organization associations, i would expect around twenty percent, but, you know, it’s, easy to find, figure that out exactly for for your website with google analytics or another analytics platform if you’re have that set up. Ok, so we certainly should be paying attention to, uh what? How many people are viewing on our site through mobile? Now it seems a lot that ah, a lot of times in some organizations, people aren’t even going back to the website that often they’re more engaging on the social channels. Yeah, sure, i mean, that’s being conscious of where your contents being engaged with, right? You know, if it’s if it’s all in the facebook news feed or it’s, the grand feeds their, you know, whatever platform piece you observe people, you know, talking about your story, a lot of the social experiences on mobile as well. So being conscious of what networks folks are using to talk about, you know where that conversation’s happening, it becomes a mobile conversation as well. I think a lot of people don’t wind up at your home page for mobile, but the landing pages that they get, i don’t know what the status but it’s a email as well, it has shifted to mobile for sure. You know, even in the office, a lot of people, um, at their desks work with two devices because they just find email triage is so much easier on a on a tablet or ah or a phone, i do that myself often. Um, so then, you know, you want about the landing page and it’s mobile, you know, i know this is a cool phrase i’ve never heard this phrase email triage because i mean, that suggests it’s a way of medical. Emergency. We’re in a crisis and were triaging all our messages. Yeah, i mean, i’ve never heard that phrase it’s cool, all right? Yeah. I kind of just filtering through things. And, you know, i think a lot of the email platforms tryto try to help people with that and there’s on mobile people there’s some interesting applications to help people with that task. But email triage, female triage. So let’s, talk about if we do need to be mobile optimized moat, which is most likely, what should we be thinking about? How do we achieve this? Well, you the idea with ah responsive website is that, you know, in the design on the as you develop the site, you create break points so that, um, you know, you can you can have your site b device aware and, you know, send out different code two different devices based on, you know, to create a good experience for that. You know, taylor to each device, but for non-profits of a more cost effective way of creating good mobile experiences to create break points based on the browser screen size. So, you know, if you break this down for us to get a little technical, but i’m jorgen jail on non-profit radio, so they’re going to get to try and stay out of jail. Yes, you are. We’ll be quick, quick parole, sure. So you know you’re if your website has a style sheet that the browser loads you, teo latto, you know, produce the design in the browser. You know, the site will load with different layout of different elements on the page based on how wide your screen is. And so, you know, if you’re on ah, you know, a nine inch tablet or ah eleven inch tablet or, you know, fifteen inch screen the pixel with will determine the layout of the elements on the page, but only one set of code will have to be downloaded. So you keep your sight it’s a balance between the speed of your sight loading and an effective way to create a diverse experience without having to think about exactly taylor for every device. Okay, all right, so size is critical. What else? What else were you thinking about for? For responsive sites. Yeah. Yeah. Mobile responses. Yeah, well, you it does help toe to know what. Ah, you want to have a sense of the help. So, you know, this is a scent, a sense of the devices people are using. You can find that in google analytics. Yeah. I mean, if you’re you know, if you know if you’re working with you know, we’re radcampaign we build a lot of response of websites and what we often dio there’s ah ah, device lab actually in near our office in washington, d c and you can go and test on specific, though, but, you know, especially on the android platform there’s, so many different if you have a iphone there’s, you know, six different models, something like that since the beginning of iphone, but on android there’s thousands, you can check out those devices, load your site and and run testing it’s just exactly how it’s going to appear if you have the patience for that and the resource is too, if you’re developing a site in house it’s really worthwhile, especially if you you don’t have the experience of your executive director has, ah, unique device that nobody else in your pockets hasn’t really complaint. Why doesn’t this element load? Well for me? You know, it looks goofy and, you know, you hope to catch all those specific cases as you’re doing your testing, but hyre sometimes it’s it really is something quirky with that device or ah, you know ah, plug in or an extension somebody has and, you know, everybody’s browsing experience if you’re on a tablet on ah, desktop itt’s unique based on your your own quirky set up. So let’s, let’s talk about some of the wearable technology you that’s that’s part of your your workshop also what? What’s what’s exciting there. And where do you see for non-profits? Sure, i see this is kind of more on the horizon for in terms of being a worthwhile investment. But, you know, wearables are everything from, you know, the fitness tracking devices like the fit bid. And you know, microsoft has ah, fitness device coming out there’s a company called misfit thie apple watches coming out, i think in april so it all kind of tracking these analytics of user activity. You know your steps here. Ah, you know, fitness activities and so that’s interesting to me, i think. Just cause it’s creating the consumer familiarity of wearing a device that gives you some some feedback. Interesting piece for non-profit communications and engagement are is that these where these devices start? Tohave notifications built in that our people interacted them a little bit differently. Oh, explain. Explain how that works is this is new to a lot of people. Yeah. Gotomeeting notifications. What anybody means. Sure. So, i mean, just like you get a push notification. Have toe pull out your phone usually, um ah, like fit. But i think they have. They have a couple of models now. There’s there’s ah, small enough screen simple text, but you can just get it’ll pop up and you can read your text message right on the on the device. I don’t mind on your wrist, which saves you from taking your phone out and you know it for non-profit and that’s that’s becoming ah, more more devices are getting becoming popular that had have that feature not just for a text messaging, but you know any type of notification that can show up anything that dahna, you know, android has ah platform called android where are injured, watch and ah, the iphone abila watch is going to be coming out, and that has its own platform. So a lot of mobile labs the people already have installed on their phones, no instagram or yeah, you are snapchat or whatever it is you are goingto have be easily extend, be able to be extended tohave notifications going to people’s wrists, which for non-profits is something you know you could you i could easily see somebody getting very excited about that or leadership. Ah, kind of jumping the gun and saying, oh, we now we need to just send our donation forms everybody’s wrist so it just highlights the importance to be very conscious of people’s, patience and attention valuing the permission they’re giving you too. You know, if somebody does give you permission to bring their wrist that’s having responsibility not to abuse that to respect your audience and ah, be very thoughtful about yeah, and should you even go there if you don’t have that permission, which most organizations probably do not. This is all so new. And just because, you know, you might technically grow a list. Um, i think that’s an awareness you have tohave now with with text, communications, one of organizations that have been successful for advocacy with these, you know, sms campaigns and, you know, text to give you may have a growing, you know, lets the phone numbers you, they’ve given their permission, but maybe they don’t recall or they didn’t really understand ah, quite what permission they were giving, you see really have to be very careful with that. You don’t wantto attacks those relationships. Yeah. Yeah. Okay. Um, so what’s, terrible is i just, you know, i just see that as something to be aware of that, you know, there notifications are becoming, you know, in the next five to ten years, it’s an increasing space, that people are conscious of day today, and there is an opportunity to create a good, you know, it’s, an interesting experience of engagement. Way to be very thoughtful about it. Outside. Kind of think. It’s kind of on the horizon is a very thinking about onda. Respectful of the relationship. And the permission you have been given, basically, is your point. 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 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 are 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. Let’s. See? I mean, do you still sticking with the wearables? Do you see that having value in particular sectors? What do you really think in there? Yeah, another kind of area. What ideas? Air occurring to you? Yeah. Another area of wearables relates to kind of well, i mean, everybody, they’re google came out with this thing called glass, which everybody was, you know, it kind of made everyone look like a yeah, but i tried one of those in-kind try it. But there was a friend of mine in new york who was one of the selected beta testers, i guess. Okay, so i had it on for five minutes or something. Yeah, it was cool. I talked to it. Yeah. So, you know, i saw stuff in the lenses. Yeah. Did it really go? Is really taking off the way everybody thought it was going to. I think the expectation was, you know, people got excited. Oh, everybody’s going to have a camera right in front of them. And you know, another screen there looking at it, you know? Ah, you won’t know that i’m you know, teenagers watching. Yeah, you know, breaking bad right in front. Of without mom knowing stuff like that. But the specialized experience for for ah, you know, that premise is about augmented reality, you know, engaging with with a task that you’re that’s in front of you with cem, helpful data or instruction, you know, available that you may have, you know, it’s that it’s more healthful have literally over laid on your on your vision for a specialized task, so it didn’t really take office must really take offers. All the early press is saying a revolution that’s i mean, i see that you asked about, you know, area’s fields where that could be helpful. I think in specialized fields, medical fields in you know where you need unique expertise, maybe in the in the field microsoft has a something called collins coming out and hollow, hollow, hollow lands like a hologram and the kind of really demos they’re just, you know, kind of whiz bang looking. But some of them are very practical, like they had. They had one demo where it was about teaching someone howto repair a light switch in their home, which doesn’t seem like a huge deal. But you could i could imagine you habitat. For humanity, coming up with holland’s demos for, you know you could maybe not need ah, you know, construction as many construction supervisors on site kind of doing involves years writing it as you’re watching it in your in your lens, maybe for howto latto spackle on yeah or tech support, you know, amazon has they have a set of ah, technically, you know, help support kayman what it’s called, but, you know, if you have an amazon tablet or fired-up well, whatever they have, if you get hit a button and then there’ll be, someone pops up on the screen and, you know, you say, you know, i don’t know how i tried to rent this movie and what’s going on, so i can imagine you could, you know, you could be doing some specialized task for for your free dramatic work, um, and carla, somebody with you, teo, you having trouble site from the troubles? You what you’re what you’re dealing exactly where you are immediate help? Yeah, i mean, i could see, you know, if you’re we’re here than non-profit technology conference, you know, maybe you have a navy volunteer who’s setting it, trying to set up radio and streaming set up for your for your live event on they’re having trouble, they could, you know, but on their hololens or whatever, and and have somebody help them literally. You know, figure here is that you know, i i don’t have audio xing the person routines, but somebody helping guys person helping you could see. And you can see them. And they can talk you through andi. Actually, you can do it as their asses were on with them. What is ibeacon? Ah, i beacons are kind of ah, there. It’s a sensor. You know, it’s related to it’s kind of a more granular location sensor. So we have gps, which are satellites that can, you know, peg your location. Ah, as a data point within, you know, i think it’s a few meters or something, maybe even like, twenty meters and ah, we have that there. Yeah, like there’s. Like location tags. Where i guess you’ve been in like a store. The shoplifting tags stop you from taking things out of the store. They know some radius of where that item is in the store. Ok, so i begins. Can they work? I think mostly off. Of the new bluetooth technology on bacon triangulate you within a space within a room. So if if there were i beacons in this room and we kind of tapping into that network on our devices, that could know where, where this device is within inches. So what’s interesting about that, to me, is the opportunity to create an experience, you know, a curated experience for for a space. So if your ah the most immediate, you know, application i see now is for museums where it’s very important, where museumgoers are in the space heimans what caught content that they were going to receive? Ah, what they’re you right, you what they’re going to receive, you know, if you’re here sharing as they moved through the experience, what what added value can you can, you know, perspective on the history of the pieces that, you know, they’re seeing or scientific information on the exhibit, you know, they’re looking at based on where they are, but also, you know, maybe the past they went through that’s how people interact with your contract, and now they’re gone, you could, you know, takes a lot of ah, resources, maybe to do this. But you could you could, if you could take that person’s path through your your space. You could say, you know, everybody who spent and really went through the butterfly exhibit, um, without them, you know, checking off a box. They’re raising their hand, or already, you know, send them all an e mail about our butterfly research or taylor this donation request to that group, which you could only do if you know they’ve, you know you have you have you have the space pegged with eye begins to be able to know where they are, and you have some request. Maybe at the beginning of the you know, the entrance way, you know, let us know, let it let us have for these permission way track. You’re right your your time through through our collection, right? Ok, but you’re going to start to see these around. I mean, there’s, it’s, it’s a little bit. It it goes back against that same permission thing, but also you know that that lack of consumer awareness about the data that is around there for us already, you know, it’s a little spooky sometimes, but, you know, if you’ve ever i don’t like sunpass or metro pass on your car. Sure, you know, there’s that if you have a subscription, uh, you know, to pay the tolls quickly, right? That is actually that’s, not the only place where that gets picked up. When you go in that little devices always picking out your saying, here i am, unique, the same thing that that’s on isn’t that how we find out what traffic l a is like ahead on our gps? Yeah, and there are implications for law enforcement using it for potentially determining speeding all kinds of things. But then also traffic volume, right? Right. So so but the permission you gave in in one location with ivy dickens, right? Yeah, that could be carried in other locations. Right. So if if if there’s a reciprocal relationship between, you know, the museum and other places in the city when they know, you know, send you could segment. Teo, the people on your list who are, you know, frequent restaurant. Goers that, you know, the stone, yeah, restaurant, whatever. You know, you know, and you know, you get, but you’ve got to know that that permission was granted. I mean, you’ve got to know that you’re granting that. Maybe maybe. I think, when you go through the butterfly exhibit, doesn’t, that doesn’t need to be disclosed. Well, i think they’re going to disclose to our partners were going to share with certain partners, and you’ll receive offers related platforms that are that are being set up for, you know, the way that it gets implemented. It’s a tricky thing, because the museum, you know, the point of permission may not even know the cascading effects of that permission. But that’s very risky that well, okay then they’re not fast drinking there don’t think they’re protecting their their constituents adequately if they don’t even know it’s very thoughtful of that air’s alright, we have just about a minute left. What do you want to wrap up with you? Time flies on non-profit sure does with with what’s what what’s, wearable and mobile and what non-profits should be thinking about. Yeah, i mean, i think my big takeaway with this is, you know, there there are some interesting technologies out there, but you should be very thoughtful. Make sure that what what you’re investing your time and resource is our in isn’t isn’t shiny object like you mentioned is gonna have a real specific value. Add for your audience. Um be thoughtful about the the comfort level of your audience in community, engaging with that technology and the maturity of the platform you know, there’s there’s, a few different i beacons there’s, there’s a few different, you know, implementations of that. So you wantto ghisolf about which? One you choose, make sure it’s one that you can support over the long term, as you have to continue to maintain that technology on be thoughtful about the hidden costs you know you, eh, it’s, not just the spend to implement and set up whatever you’ve started, you have to support it. You maybe have to train your staff. You have an ongoing communications, maybe you, you know, bee you’re likely going to need to generate and continue to develop it. So being thoughtful about those hidden cost and how you’re going to measure those and evaluate your success. Brovey kaplan he is director of online strategy for radcampaign brovey, thank you very much. Thanks for having me, tony. My pleasure. Tony martignetti non-profit radio coverage of non-profit technology conference and t c twenty fifteen. Thanks very much for being with us. Thanks to everybody at in ten the non-profit technology network and and t c i love being there next week. Tomb or auntie? Si interviews embrace emerging social media and you’re content strategy on those new channels. If you missed any part of today’s show, find it on tony martignetti dot com. Where in the world else would you go? Opportunity, collaboration, the world convenes for poverty reduction. It’ll ruin you for every other conference, and that really is the truth. Opportunity, collaboration, dot net. Our creative producer is claire meyerhoff. Sam liber, which is our line producer, shows social media is by susan chavez, susan chavez, dot com and this terrific music is by scott steiner. Brooklyn. You 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 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 am 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 idealised 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 gifts. 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’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.

What Troubles You The Most?

 

Results from my professional development survey (now closed): 

Donor Retention:
Dan’s Donor Retention Ideas, interview with Dan Blakemore, director of development for International House

Donor Retention, interview with Jay Love, CEO of Bloomerang

Getting Your Donors To Fall In Love With You, video from Farra Trompeter at Big Duck

Social Media Strategy:
Beth Kanter: Real Online Engagement & Measurement, video interview; Beth’s blog

A Conversation With Amy Sample Ward, Part Deux; interview about her book, Social Change Anytime Everywhere (which I strongly recommend for strategy and tactics)

Followship, interview with Allison Fine, co-author of The Networked Nonprofit

How To Use Social Media In Year-End Drives, Fundraising Fundamentals interview with Natalie Stamer at St. Baldrick’s Foundation

Creative Thank You’s:
Thank You’s For Year-End Giving (with lots of ideas that work anytime), video interview with Claire Axelrad

The short version: 10-minute Fundraising Fundamentals podcast with Claire and Julia Wilson of OneJustice

Generosity Series:
GenEvents site

The national tour, Generation Series