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Nonprofit Radio for July 27, 2018: Nonprofit Radio’s 400th Show!

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Claire Meyerhoff, Scott Stein, Gene Takagi, Maria Semple, Amy Sample Ward, Trent Ricker & Yigit Uctum: Nonprofit Radio’s 400th Show!
Claire Meyerhoff from The PG Agency returns to co-host & Scott Stein, composer of our theme song, is back with live music. We’ve got giveaways from our Anniversary Show Sponsor Cura Coffee, and call-ins from contributors Gene Takagi, Maria Semple & Amy Sample Ward, along with sponsors Pursuant & Wegner CPAs. It’s tons of fun for Nonprofit Radio’s 8th anniversary!

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Duitz ah, hello and welcome to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent it’s our four hundred show. You recognize it from that live music it’s our quarter centenary show. Eighth anniversary we have to listeners of the week charlie mcelveen he e mailed me. I’m a longtime listener and enough for-profit consultant i refer folks to your podcast frequently and quote oh, charlie, i like that very much. Thank you and daniel maori she tweeted, check out twenty martignetti for the roll up your sleeves work of keeping non-profits going. His four hundredth podcast is tomorrow. Danielle, thank you very much. I read that i got goose bumps. Charlie and danielle, thank you so much for supporting non-profit radio. Congratulations on being our four hundredth show. Listeners of the week. Oh, i’m glad you’re with me. I’d suffer the embarrassment of octa phobia if you told me you missed today’s show our eighth anniversary, we’ve got claire meyerhoff, our creative director and president of the plan giving agency the pg agency she’s here to co host. And we got scott stein, composer of our theme song he’s, back with his mobile eighty eight and live music. We’ve got giveaways for anna from our anniversary show sponsor that’s cura coffee, year after year. Very loyal cura and lots of calls coming got listener stories of how you got into non-profit work thank you so much for all the stories you’ll be. I’ll be reading them. They’ll all be part of our eighth anniversary show. It’s tons of fun fur non-profit medios four hundred show, eighth anniversary tony stayed too. It’ll be live listen love podcast pleasantries and affiliate affections responsive by pursuing full service fund-raising data driven and technology enabled tony dahna slash pursuant by regular cps, guiding you beyond the numbers wagner, cps dot com and by tell us turning credit card processing into your passive revenue stream. Tony dahna slash tony tellers let me welcome claire meyerhoff. Hi, great to see you. Great to see you two. So nice to be in our new studio owner in new york city, it’s only the second show, second window in the new studio, lovett high ceilings, more light, nice and bright. Thanks for being here. Thank you for having making trip. Let’s. Say a little scotty stein. Scott stein. Hey, hey. Hello. Hey, dahna composer of our theme song, uh, chief red wine, but she’ll be performing as well as another song for us. Yes, i well, something off the most recent album, yes is well, alright. Cool. Yeah. Hyre having me it’s always a pleasure, scott. Absolutely. Absolutely. You’re part of the show. Um, clamor half what say you what’s going on with you in the pg agency? Well, all kinds of things helping non-profits big and small with their planned e-giving marketing efforts. Aren’t you an altruistic person? Yes. And i’m going to be an ignite a speaker at the charitable plane. Give unconference in october in vegas and thie ignite speakers are are some select speakers who get five minutes and twenty slides and it’s a really strict format. So you can’t go over five minutes and you take over twenty slides. So you’re putting the place on fire. I’m gonna put on fire and there’s this one where the slides go in a rapid like everything. I think so. Yes, exactly. You when you’re ready or not. The slide right answer, right. So i’m doing in five minutes and twenty slides. I’m doing twenty do’s and don’ts for creating donor-centric marketing efforts don’t profiles for your play e-giving marking do’s and don’ts so, like i do start way ahead of time don’t leave it to the last minute to get the donor that you want to feature because some people think, oh, i have this donor, they’ll do it and i can do it in a week. No, you should start six months ahead of time, okay, tow line up your daughter so and if you want to get the other nineteen or the other nineteen didn’t know he was claire in las vegas and you think it’s too terrible give planning conference. No, i’m not, but i know it’s cg ap terrible gift you know that’s that’s tell gift annuities the transfer conference for still dropping planning weight. I took a picture of it. I haven’t. Um i have my keep talking about to tell you what it is in a second. All right? Because i took a screenshot earlier so that i know exactly what it is. And it is the c g p conference. National association of charitable gift planners, which is the awesome, fabulous organisation. And together we’ll get school. October seventeen to nineteen. Let’s. See, we got anybody on the phone? No. Okay. Well, then, uh, scottie, you don’t know what’s going on with scott stein? Uh, well, i’m staying busy and just, you know, living the life of a professional musician here in new york. It’s my eleventh year here in new york. Right now, i’m doing. I’ve got a couple projects going. I just took over as the music director for a show that is running off broadway called wicked frozen it’s it’s kind of what it sounds like it is a mash up of the two blockbusters, and it makes fun of them. It’s very, very funny. It runs sunday nights through labor day at st lukes theater on west forty sixth street. And i have a monthly songwriter siri’s now in brooklyn, which is happening this thursday at bar chord out. Did ms park s o this thursday at nine p? M okay, i should be a lot of funds. Grayce, right? Yeah, we’ll chat again. We got we got telethon klain on the phone. Tell us shake on you with us. Hey, hey, hey, i’m here. I know you are, tony. Hello, she’s. The vice president of marketing. At pursuing on dh pursuing has little sponsorship announcement don’t you? For us, we dio we have got our latest pursuing e-giving outlook ready for your eyes and your ears? No. Even before that, i meant that you were going to renew your sponsorship of non-profit radio. Yes, you are. You’re welcome. Hey, thank you. We won’t partnering with you and we are really honored to to do so. We are all working for the good of small and midsize non-profits big non-profit ideas for the other ninety five percent. We’re all working on it. Ok, so tell me about the thiss pursuing e-giving outlook. Yeah, yeah, i jumped the gun. I gave away the goodies. Uh, front e-giving outlook is a report that we deal with. This is our third year in a row did to do this where we really take a bunch of the major industry trends in our sector. We look at the giving us a report. We look at target analytics donor-centric index. We look at the end, men are online sexual support, and we kind of digest those into one white paper that we put together with our insight from various fundraisers and marketers. Here on the scene. Cool. So it’s a it’s a roundup that’s around up there, claire. So, yeah. So, taylor, what would you say is the most surprising thing that you that you learned is you put together the white paper? I mean, it’s interesting to see, just like the magnitude of giving, you know, and it’s a four hundred ten billion dollar industry. I think that that’s just astounding. Um, one thing i think is an interesting thing to call out izz the growth in individual e-giving continues sort of surpassed growth and other areas when looking at e-giving by foundations, corporations uh, requesting like that all of it is growing, but individual were only makes up seventy percent of the land of the living landscape. And, um, i think that’s interesting to know that that’s the one that still continues to grow with the fastest pace. I also would say that the trends and online and mobile e-giving we’re starting to see that you know, traffic here once fifty percent of coming from mobile and hard about what you need to be thinking about global should have been yeah, you should have been for years now, so in addition to the paper, there’s, also a webinar that people could watch right, even though webinars passed, they can get the archive on the landing page, right? Yeah, okay, and that is that page for you to get the pursuing e-giving outlook, the paper, and also to watch the webinar is tony dahna slash pursuing capital, p capital p, for pursuing and please. Okay, taylor, i want to thank you very much. Hey, thank you, thank you. Having me on. Thank you, thank you, thank you, and thank you again for your support of non-profit radio. Love you. Yeah, of course. All right, speculator. Okay, um, i brought a little history along. Claire. Come my love for you. Yes, history i love brought the you helped me devise these show sheets, which i’ve, you know, tweets a little bit over the years. But you gave me the basic format years ago, eight years ago, to be exact labbate started twenty ten started this gig and that’s a lot of things. And your first show, it was july twenty third, two thousand ten, and that was that was shown over two. You were only a second. Showed you on the second show you believe? That’s great. I’m not upset that you weren’t on showed over one. Well, i i think i helped you sort of get show number one together, and so i feel definitely a part of show number one, and i’m honored to be i think we are number two. You are. You wouldn’t come on number one because that because show number one was called tony martignetti show. Yeah, we never called it that thing i made you change told me that name sucks. Yeah, well, i need you need to have non-profit people are googling like non-profits. Yeah. Tony martignetti non-profit radio show that’s it twenty martignetti probably reinardy morphed eight years later. So you were willing to come on with the title improved show number two s. So what do we talked? We talked about oh, storytelling in jargon zoho jargon. And we came up with a guard in jail. So i have to admit george in jail is claire miree dafs construct? Yes, jargon. Jail sametz somewhere to seo non-profit order, right? Like we need to raise money to build capacity. So we conserve more you? Yes, i was passing building in way. Want to help more young people? Yes, young people not use right. Alright. So jargon jail was your oh yeah. And so so since july twenty third, two thousand ten it’s amazing is your first show sheet right there. That’s eight years ago it was donald trump was not president, right? No wass obama obama was two thousand ten force obama. Alright, way. Don’t do politics. I’m not properly. Please, uh, unless i say so. All right. So, um, one of the xero we have a bunch of listener stories. Why don’t you? Don’t you read our first story on dh then that’s who? It’s by okay, there you go and, you know, we’re joyce is from i don’t know, okay, so so tony and i, when we were trying to think of what a good topic would be for this four hundred show, we came up with the idea that let’s find out why people started working and non-profits people don’t go to college and major non-profit so don’t lend up in non-profits way collected stories from our listeners and others about why people working non-profits so here is a story by joyce heavy, and she says the seed was planted in the nineteen seventies when i was in my twenties. I’m sixty nine now. I was in mogadishu, somalia, living on the upper floor of a hotel. It was evening almost dark, and i looked down into a dusty alley. I saw a young man walking and carrying a large caught almost a twin size bed on his head later in the lobby, i mentioned it to a friend, and she said, don’t you know, he was looking for a place to put his bed down for the night that planted a seed in my heart to seek opportunities to work, to help others. Have a better lives? I did my first americorps year with volunteer maryland in two thousand five at the age of fifty plus at partners and care of maryland, and they hired me as a grant writer. Now i have moved on till langton green and annapolis. I’m in annapolis all the time. They provide homes and support two adults with intellectual and developmental disabilities. It is truly a privileged to write grand proposals every day for support for this wonderful organization. And then joyce goes on to say thank you you for the good work you trust well, thank you, joy you, joyce. Thank you. Coffee sometime in annapolis? Yeah, i love annapolis. Thank you for sharing. Thank you for sharing your story, joyce. Two of our stories today, we’re going to win prizes from cure coffee. Teachers are show are always our anniversary show sponsored, always grateful toe cure a coffee. And you know, when i introduced you, i neglected to say the pg agency dot com and claire says claire says seeley i r e z fancy cc you find around a pg agency, dot com or the land giving agency llc but pg agency dot com is our website no, the just pg agency websites just peachy jutze okay, thank you. We got a little more time. According to my little schedule here. So why don’t we read another story? I was that’s what i was going to say. How about i do want you read one, please. This is, uh, kate cover line. She put it on the website. It was the employee culture that first got me involved with non-profit work non-profit office atmosphere is typically one of collaboration, creativity and scrappiness. Read adaptability here, a junior achievement of greater washington. We’re a close knit bunch, often working on many large projects across multiple departments development, education and operations as a young professional wanting to learn as much as i possibly could. The non-profit environment was a perfect match for me. I find myself wearing multiple hats on a daily basis, and i wouldn’t have it any other way. Awesome. Thank you. Keep cover line. And she’s in d c she was in dc. We got dc. We got annapolis. Thanks, kate. Great story. Thank you. Starting to see a theme of help, you know, helping others. Not surprising. Right? All right. And doing. Something for the common good, not just two. You know, the world is bigger than making profits for a big corporation than all of us. Yeah. Scott. Scott stein, yes, i should like a little music. All right, so your your music directing this show, first of all, i am not you okay. Any any recording coming up is that? Is that a bad? Is that a tough question? Asked a nen dependent position. No, it’s, a totally fair question. I’m just a little bit of a lull in terms of recording right now, so i’m just spending my time. I’m working on all right development timed other projects, including this, this off broadway show, i conduct four different chorus is here in new york city on de so those air that’s taken a lot of my effort right now, but i’m still playing, and i’m still writing, and hopefully, soon hopefully getting back in the studio. Ilsen okay, okay, awesome. Cheap red wine. That is our theme song. So i brought along the timeline. This claire’s clothes timelines are ubiquitous for this show. Chief red wine first debuted on non-profit radio on september sixth. Twenty thirteen. It was we were into scott and i were introduced by a mutual friend. A lawyer friend? Yeah, yeah. My friend josh becker. Yeah, she was my roommate. Okay, where was he? Where? Here. On the upper west side. Okay. Josh becker introduced us. I loved cheap red wine. I told scottie what i was looking for. He suggested this song. I listened to it and it was magic. And so, september six. Twenty thirteen i was the first time he was on that. That cheap red wine was played. And it’s been our theme song. Everything. So what did you have for music? Before that we stole something from beauty and the neo-sage treyz. I tried to find josh becker. The crack attorney tried to find who license who owns it. The light from its very hard. A lot of songs are like nobody will know it’s not us, it’s, not us. It was an old song free fried green tomatoes way could not find i did, we did. Dilgence i hired attorney, try to find the right find who that license it from. We could not, so we just kept stealing, and then the first time scott was on the show was our two hundredth show, which was july eighteenth, twenty fourteen. First time you were on with two hundred remember. Well, it’s got a plea. Would you please play this song that i love? I love this. I love this, thank you damn song. Alright, red wine is not going well with that kind introduction. Baby, just keep him talking. Sooner or later, i think around. Just so watch me. You see romantic advice from a bill. But i’m looking for answers on a tv screen. Wait till our ups from my down, just a bit game. And this love that we found. You know, you used to find charming, but it can be here on how you see. It was handsome, but doesn’t matter now. So give for land for my eyes along your time, allow because i’ve got her any promises, but i’ll let you read on. And now, no way living diamonds, and they won’t come back. In-kind clothe good stuff, and you’re too easily distracted to care. Wait, i got to minute options, so i’m gonna do the best that i can. You have some competition day when i’m wealthy, man. You know, you used to find it charming that i can’t figure out how you see your photos, hands, but it doesn’t now, so get for a long time, because i’ve got a big promises, but she brit who i am now wearing glasses, take your dream labbate days, the people can kiss my little black things. We see way, because the heavens no fast, all victory signs, is perfect for you. No! Nobody is way. Hyre hyre yeah, you know, used to famine, charming, but i can’t figure out how you’re saying your boat was handsome. Never mind it. Don’t matter now, it’s. Okay for a long time, allow gotta remmy krauz osili buy-in hyre. What? Neo-sage hyre cheap red wine. Scott stein. Thanks. Very absolutely. He’s you’ll find him in scott’s, time music, dot com and also at scott stein music and he’s gonna play the song they don’t show me another. Another one coming from scotty. What? We got something on the phone again. You don’t do you there. How are you? Hello, you. How are you? Good. Good. Very good. I’m calling today’s a thank you for your dedication to educating non-profit i think it’s really impressive to keep this going for eight years. I’m not keeping any burial show doesn’t show that face a little dedication. I know you were really hired. Thank you. Happy. Thank you. Thank you. I thank you very much. Really. Uh, for genuine. Thank you. I thank you because you’re a partner at weather cps. And when you see piela is one of our sponsors. So i’m grateful to you and wagner that you’re helping us keep this show going for the benefit of small and midsize non-profit so thank you very much. You guys are really happy to support your wonderful show. I think like our passion ofthe non-profits matches your passion so he really feel that they’re really good. And geever with connor’s off non-profits that are equal in the other ninety five percent dilgence in twenty different states. So and they really all that hate, all the education they get. So thank you. All right. And you’ve been a guest, and we’ll have you back when there are accounting topics to discuss in the meantime. Okay? Absolutely. Yes, but again. So thank you. And thanks for calling me and thanks. Really? Thanks for your kind words. Thank you so much. Thank you. You duitz tune there at wagner cpas. Dot com. We got time for some stories. We got jean online alert that’s so let’s. Jump to jean jump. Jean jean takagi latto keep this going. Jean takagi, how are you? Hey, and in great tony. Congratulations on four hundred. Oh, my god. Thank you, jean. Thank you for being our such a regular contributor. Legal are legal contributor. This is jean takagi principle of non-profit exempt organizations law group in san francisco and it’s. The wildly popular non-profit law blogged dot com which you need to subscribe to he’s at g tak and jean i brought along your very first your very first appearance. I brought the show sheet for your very first appearance on non-profit radio. That was show number seven. That was august twenty seventh, two thousand ten that’s. Awesome. And we talked about governance. I think right board security or something? Yes, techniques to keep your board on, i might might voice just crackling on a fourteen year old techniques technics to keep your board on board and out of trouble. That was our first topic together. Yeah. That’s. Awesome. Eight, eight years kind. Alright, i recall that you met emily and i done here. We had a drink. That’s, right? That was when emily chan was with you, but so that you know, you’re our longest running contributor, jean. I’m so grateful to you. Thank you so much. Every month you’re thinking of topics developing them coming on the show and and sharing your expertise. Your wisdom. Thank you so much for that. Well, thank you, tiny. Now let go ye and say thank you for for helping that the other ninety five percent of non-profits that oftentimes get overlooked on educational shows. Another thing so thank you. Absolutely that’s our that’s, our core, the other ninety five percent of smaller. Midsize. So all right, jean, i want to thank you so much for calling. Thanks for being a part of our four hundred show and the show on the show month after month. Thank you. Congrats, honey. Thank you, jean. Um, so, let’s read some stories again now. Okay? Let’s. See what you got? Maybe a little background music for like, that was a short one from from daniela’s maori. Danielle mauer. Now, she was one of our listeners that we have a week this week. Yes, i think i know her. Hi, daniel. So danielle says i’ve always enjoyed working with non-profits from as a penn state student government to helping start new york cares day to working for international dyslexia association to amazing brooklyn book festival. You always feel better when supporting a non-profit volunteer staff donorsearch just do it. Just do it. Thanks, danielle. Just do it. Just work with non-profits help people. I’ve heard that somewhere before. Just gets to do something for me and tell me that that’s daniel’s? Yes. Okay, it’s. Not even a nike stolen from daniel. I know that. Some of what little i know about sports. I have t shirts and gave me it’s, a guy swinging a baseball bat, says touchdown, that’s, hard that’s, my sports, that’s, my sports repertoire. So i’m not even gonna ask you, mr yankees nick’s, because you’re in new york, this like may, when the knicks and the bucks on the hawk see you’re from new jersey, so you’re probably like a yankees fan. Your parents rocks the hawks, the jets, they all get together for the next hour past of those for the super series. What year? Tony what’s. Here we have a super siri’s, super serious. All right, i got one, i got one. This ah, karen graham she’s, the executive director of idealware she’s, been a guest. Idealware is a very good, very good non-profit helps organization’s used technology and mates, rates all kinds of different software. That’s, great before non-profits they should be on the show. Yes, it really is. Karen graham summer before i graduated college, i worked at a summer camp run by united cerebral palsy that was my first non-profit job camp sandy wheels, everyone helped out with the chores according to their abilities. One of the campers was a preteen boy who had limited control over his arm muscles, resulting in some erotic spastic movements. So maybe you can imagine what happened when it was his turn to help wash the dishes after dinner. I don’t think he’d ever washed dishes before he was having the time of his life, splashing soap and water all over the room and grinning from ear to year, delighted to be doing his part. That was heartwarming, but that’s not why i got into non-profit work what inspired me to a career in non-profits was his parents a t end of the week, they told me how grateful they were that he got to have this experience while they enjoyed a week of respite, hearing that help me to understand how our work at the camp was making a difference for families all year round. She’s no longer on the front in the front lines of helping people but she’s still got to be a part of the profession that is itself enriching people’s lives. Big, big support idealware can ground that’s great. Thank you so much. Thank you, thank you. All right, i’ve got a story it’s from diana in virginia. So diana says that after working a variety of jobs from commercial fishing worked up in alaska and like a salmon place to investment banking and private jet sails, she worked in a private jet sails. She said she wanted to be part of something that contributed to more than simply enriching already wealthy members of society, so she wanted to do something better. So she took the first non-profit job that caught her eye answering phones at an in house member call center for national wildlife group. Once she got her foot in the door, her previous experience and skills helped her naturally progress to development work by chatting with donors and fielding tough questions from their diverse constituency. She really learned what motivates different types of donors to give and participate or not, and why? So? She says, though her job responsibilities ended up including large direct mail campaigns in mass marketing, everything she learned from working with donors on that front line, answering those phone calls confirmed what she already knew. No amount of aggregated data can substitute for personal interaction with the donor. A quick, friendly thank you call can establish your strength of a relationship is easily as a crappy postcard can end one. So picking up the phone, chatting with a donor, you’ll learn so much more about why they give and why other donors like that give them just like senate. Crappy direct mail was buy-in dahna thank you, doctor. Thank you. All right, we need to take a break. Weinger cps, it’s personal now huge to you just heard him talk. That was him. You could talk to him yourself. Find out how the firm can help you with your accountant. He’s a partner. He knows all the stuff. He knows. All this accounting stuff non-profits in and out. You heard him say twenty, twenty states. They’re representing hundreds of non-profits twenty states. Check out the firm at regular cps dot com. Then you pick up the phone and talk to him. It’s easy. No pressure. You know the guy now? Pregnancy piela dot com now, time for take two. It’s alive listen right piela l l p p a i got to do the live listen love well p p a l i double r empty, eh? It’s going out live listen loves going out. Tio rockford, illinois. Portland, oregon. I love portland, new york, new york. Multiple, always multiple new york, new york lovett. A story in new york that my parents are from a story. Yeah, they grew up in a story. My love’s down to ah story as well as manhattan, tampa, florida edison, new jersey. Lovett, um open california adah latto california. Welcome, atalanta sounds like rapido latto latto ilsen loved all those. We got to go abroad. How about, uh oh, eight million nixon missouri. Sam spelled missouri. Mos es that’s what i thought was mexico. No. Nixon, nixon, nixon, missouri. Like live love out to you, germany. We can’t see your town, but i know to say guten tag germany’s with us and one john ville john ville, brazil open it! God! Oh, my god! Oh, to brazil, large of portuguese. Thank you. On the heels of the live listen, world has become the podcast pleasantries because we got a tank that’s the bulk of the audience that’s the thirteen thousand people listening podcast pleasantry so pleasantries out to you. Thank you so much for being a part of our four hundred show for sending stories. Thank you for supporting the show. What can i say? Pleasant trees to the podcast listeners and the affiliate affections go out to our am and fm listeners throughout the country. It’s got to have a little background just for the am and fm affiliate as i send affiliate affections. Here’s a little music because i don’t want over them to get lost because i had them. I thank them last. I don’t want them to feel it’s, you know losers last or something like that. Actually, they’re they’re like radio. That was first terrestrial regular. Exactly radio this is the video from the twenties, twenties teamviewer. That means my own age. Nineteen teens i work in radio in the stone age you were a technology that long island g b b the pulse of long island. And you were in a washington station too. I was the wto’s news radio fifteen hundred. So the am and fm was going nowhere on what happened with digital media. Minister. Mazarene next-gen radio. So the right kayman perfections to our am and fm listeners throughout the country. Thank you to your stations for so much for hosting non-profit radio. I’m gonna read you more stories. Yes. Your ship back-up music, scott. I’m really grateful. Thank you. It’s. Got in a frame. It’s got there? Yes, there. His head. Okay, we’re on facebook live. I ended with non-profits very organically because the needs of our special needs son were so great. I didn’t rejoin the workforce after his birth. Yet being a little gregarious, i found opportunities to volunteer and sat on two boards of directors as well as volunteering with girl scouts. One of the board president said to us, we’ve had a shortfall, so we’re asking everyone to raise one hundred dollars. That was twenty years ago. So one hundred dollars. Twenty years ago, i decided to email ten friends latto asked for ten dollars each. I had four responses totaling two hundred forty dollars. I knew then that this could be fun. The rest of this say, is history that’s? Interesting? I love they. So they emailed ten friends and asked ten french for how much apiece white-collar so that’s a hundred which really was looking for donors gave and two forty? Yes, exactly. On average of sixty bucks each write some for. Yeah. So i’m gonna know that’s that’s from tricia magic baker treyz imagine baker, i’m nominated for prize. You’re pounding your plastic that’s pretty good. Would you care? Uh, claire, would you mind reading for for patricia? Exactly. Whatthe cura mission is mission is in blue there for us. We have such a pretty voice. Thank you, tony. Cure a coffee directly connects coffee lovers with farmers and families who harvest the finest organic coffee dance with every cup of cure, you join our effort to expand sustainable dental care to remote communities around the world. Way ara direct trade coffee company with direct impact brought directly to you creating organic smiles beyond the cup. Cura coffee dot com cura coffee dot com don’t you talk? Pretty that’s. Beautiful coffee, dot com that’s beautiful. And you know the ceo of your coffee is a dentist. That’s? Why? They do throw in dental care dental care for their for their independent being farmers yeah, i love that cause that’s near and dear to his heart and that’s a you know, authentic. You know charity for him to set up that’s. That’s that’s him he’s, the coffee guy. All right, so just, um, matty magic baker. You’re gonna get a prize. You’re going to get a pound of cure. It will be sent to you. Just get your address later on. Let’s. See where? Uh, where we are now. Amy, we got any simple ward on the phone. Yes, it is an amy and amy. Amy, several ward. How are you? I’m doing great. Other than spending a couple seconds reflecting on the fact that it’s the four hundred show and i was on on the one hundred show and calculating how many years that went by other than that, i’m doing great. Okay, well, you are doing great. You’ve been great for six years. That’s out. That’s the calculation you came up with, of course. There’s. Any sample ward? Our social media contributor. Ceo of entender non-profit technology network at inten dot organ. Of course, amy, is that amy r s ward? The artist for rene? Any simple word. So? So i have your first show sheet here. You were on? Yeah, you were on the first time you were on. Was indeed the one hundred show. Exactly. That was july thirteenth. Twenty twelve. And where had you on for the full hour? It was an all social man show that show. Yes. One hundred show jamie sample. And i’m so grateful. Amy, you know, we have such good conversations. You spend so much time, you know, curating topics for the show, we talk about it in advance, and then you come on and, you know, like, wherever you are, you’re so giving, you know you’ve called from hallways you’ve called from home when little lauren lewis was sick. You’ve called from home, you know, of course, the inten office. And i’m very, very grateful to you for all these six years of being r social media contributor. Thank you so much. Oh, thank you. It’s. Certainly been fun. I do, though, miss. Uh, you know, when i first started about one hundredth episode but the episodes after that when i was living in new york and we got to do the show in the studio together. That was fun. I i enjoy getting to call in from anywhere and make the same kind of show happen, but it was definitely fun getting to call in from the studio together. Yeah. Yeah, that was there was one. You you were running. You were out of breath. Remember that one? Yes, because i would it’s live. I don’t usually late, but if new york and you don’t get to control the subway. So i was feeling very, very late. That was okay. Yeah, we know you were on your way. We of course you could. You couldn’t call because you were in the subway. Actually, i knew you were on your way. And, you know, i kept everybody occupied. Oh, well, you stalled out there. Yeah. Yeah, of course. Of course. But so grateful. I mean, back then that when you started back then you were just you were the membership director of that. I i shouldn’t say just because there’s a membership director now, then ten. Of course, you were the membership director of inten and then, uh, quickly promoted to ceo. And thanks for being on non-profit radio high was fired-up ceo it’s a credential? It’s a credential? No question about it. Absolutely. So thank you for all these years, you know, thank you for having me on and six year i’m raising my pen. What i happen to have in my hand, here’s to many more years. Thank you. Okay. And we’ll see you with, uh, we’ll see you in portland. A toe non-profit technology conference. Twenty nineteen? Yes. Wait. All right. Thank you again. And simple. Ward. Thank you, everybody. Bye. Scott. Yes, but you do a second song for us, ok, tell us about it. Sure, i’m going to do a song from my most recent album, the records called traveling companion, and this song is called the goodbye road to baltimore, and if you check out the recording studio recording of it, you’ll actually hear my wife sing ing on it as well. She sings the back-up for so little fun. Fact. Okay, andi, the name again, it’s called the goodbye road to baltimore. He was supposed to be good bye to the road of baltimore, but i was really tired of the time, and i wrote it down wrong. And then i decided that was better than what i had in mind. So it stuck. So here we go. Wait, sunrise on ninety five, four thousand seven times on each day, wass the day that you’d come out on time, but the gas lads on and you got a stone on the good bye, rhoda ball. More driving south through the move. A lot of use turn shore. If the winds at back in law always be perfect in awhile and care sand free, no way riza come to blows me on signs. Making friends with white daughter lives takes a laura hero to make it this far. Sometimes you’re not sure which one you want on the good bye road ball, more driving south through them, a lot of the eastern shore, and if the winds at you back, it will always be perfect in a wild and careless and free. How do you know? Oh, your new with five is in more than the distance to the mirror. Life, you’ve been offgrid soul. Is it just tio hyre get back, all right, dahna son runs on ninety five, or whatever makes you feel alive, maybe tomorrow’s the day break through and, if not someone’s, waiting for you on the good bye road ball. More driving south through them, a lot of the eastern shore. But if the winds at you back a long way, wild and careless, perfect, wild and careless, perfect in a wild care, less and free way. Dahna absolutely perfect and wild and careless and perfect and wild and careless, careless and free at some point in that song i close my eyes and i thought, who does he sound like? Enough? James taylor that’s me altum they will happily take that. Thank you. Agree? Yeah. He’s. Amazing. He’s. Amazing. Schnoll yeah. That’s says my wife amy’s here. She also says billy joel oh, and there’s. Someone in the background, there’s a there’s, an intern there’s, a studio in turn up to the mike nobody, nobody is an anonymous on non-profit radio. Just tell us who you are. Studio in turn reminded. Remind me, please. Hi, my name’s, darryl. Hi, my name’s. Darryl beaker, can you see me up? There we go. Yes, your intern. Right. You have the studio. Thanks for being here. All right, no problem. Thanks for having me. Pleasure. You’re in the background there on facebook and we can’t have that, you know, just like who’s. That guy back there. Okay. I think we got some time for more stories. Okay, reasonscall little hasn’t touched fixing the facebook frame there. Okay, um, yeah, we got first. We’ll take a break, though. Actually. Tellers. I have a new company. Tell us moughniyah lll quote tell us, provided us with great customer service throughout the initial process and that same top notch service has been provided through our working relationship. Additionally, tell us was able to offer us the best pricing and to top it all donates fifty percent of the processing fees to the charity of our choice. There is no doubt that teller is one of the best companies to partner with the credit card processing and quote you, khun b that charity of choice that’s the whole point. Watch the video at tony dahna slash tony tell us now clear my ralph, we got time for some more stories. I’m going to read one. Okay, can i think i think they could jump. Okay. This is from let singleton she’s been she’s been a fan of the show for a long time. Then she she was on hiatus for a while. But national back then that singleton thanks to the Job training partnership act of 19 eighty two summer after i turned sixteen, my very first job was administrative clerk at a crisis center as a disadvantage you, it was eye opening, life altering experience. Since then, i’ve spent my entire adult life protecting and supporting people’s dreams, volunteering and working to improve the lives of others. I’ve been fortunate to leverage that passion to build a well rounded career in non-profit and small business operations, and i now serve as the vice president of operations to support the partnership for southern equities mission to promote racial and economic equity in atlanta and the american south. And then she says, tony, congratulations on your eighth anniversary of four hundred show, thanks for all you do to strengthen the other ninety five percent. Well, thank you and thank you for sharing your story. Thanks for being so loyal to non-profit radio i’m glad you’re back got your back. Would you, uh would you be kind enough to read one clear my love to read one. Okay, there you go. This is from joanne telser. Freyre literacy chicago. I have lived and worked in france, egypt, pakistan and guitar where i learned many of the skills i need today, i started out simply teaching english and ended up becoming academic director in a french language school training sl teachers. I also spent nine years as a journalist on q b, s radio q tv television and for the newspaper, the peninsula and guitar, where i learned about how to communicate clearly and effectively so very important. Everything i’ve done in my professional life has led me to what i do today. Reading has always been a passion, and i’m thrilled to help other people enjoy the written word and that’s joanne from literacy chicago. Thank you so much for your lovely story. Thank you, joined she’s, a program manager, i believe literacy chicago. Yes, thanks, joanne, she emailed me. She mailed me that two days ago. Wei had, of course, we just add any sample ward on on ten ceo here’s, somebody who works for and ten she’s there, i think, finance, so she says it. Okay, patty carlin carlin from n ten. After working in mental health research, hearing the experiences of the participants compelled me to do something to help them. I became director of a peer support organization and it’s been non-profit ever since as the finance director for in ten, i’m living the non-profit dream, patty carlin, nice story, there’s. Uh, like if she was on, i would like to probe a little more hearing the experiences of the participants. You know what? What what was it about? What were they doing? What was she seeing that that compelled her would go a little. I’d like to probe battle it more, you know? I mean, this is a real story. This is fun, cholera there on here. I’m gonna nominate this one for a prize, would you? Would you read? You read this one from mildred devo, devo, founding director of pen parenthesis i have always been an artist first a singer than an actor than fiction writer, i started a reading siri’s to disprove the stereotype that people give up creative careers when they have kids. It was a smash we were booking authors a year in advance who wanted to read read for us to shatter the stereotype, people told us it changed their lives. A lawyer in new york city started attending the salons she heard of these writer lee stories and was moved. She offered to sponsor us to her firm to give us counsel probono to become a non-profit accepting her generosity was the first step to creating pen parenthesis. Five oh one c three devoted to helping writer stay on creative track after starting a family. We’re going on ten years that you know, that’s, a very specific mission, but really cool, she goes on to say, i’d say starting a non-profit was a win all around my work, encouraging other parents to maintain focus on their creative careers inspires me. To keep on creative track. That’s, mildew, devo. Founding director at penn parental. All right, mildred. You’re gonna get a pound of cure coffee sent to you. And she started her own non-profit i mean, that’s, that’s, that’s! Not that easy and regular non-profit yeah, yeah, and around writing. You admire that? Totally like communication arts short. Would you be good enough, teo? Read for us again? What? What? What? The mission of kira coffee is to remind mildred milled a building that she’s going to get well. Mildew. You want some coffee and it’s provided by kira coffee directly connecting coffee lovers with farmers and families who harvest the finest organic coffee beans. With every cup of cura, you join our effort to expand sustainable dental care to remote communities around the world. We are a direct trade company with direct impact brought directly to you, creating organic smiles beyond the cup. Cura coffee, dot com that’s cura coffee, dotcom. Thank you. Thank you. I love that cure. Coffee mission that’s. Awesome. That is also, um we, uh, hold that. One more story we got. We got maria simple on the phone. She’s? Uh, yes, maria simple. That she’s. Here. Yes. Hello, maria. Simple. How are you? I’m doing well. How are you, she’s? Our prospect research contributor, of course. Are the rounds out? Rounds out our our triumvirate of of contributors. She’s, the prospect finder. You’ll find her at the prospect finder dot com and at the prospekt finder and maria, you, uh, write your show. She’d along first time you were on our twelfth show. Twelfth show. Here he goes. Our first one was your first one was october first, two thousand ten way had just started in july of two thousand ten. Thank you, maria non-technical. I’m thrilled that you asked me for for participation in that first show and and all the subsequent shows as well. Yes, i am too. I’m grateful to you. You know, you spend so much time thinking about topics emailing, you know, we go back and forth. Then you come on the show, you share your experience and wisdom in prospect research, you know, for the benefit of our listeners and small and midsize shops. And i’m very grateful to you. Very grateful all these years. Thank you so much. Oh, you’re very welcome. And congratulations to you and the entire team that, uh, has really, as one of your other listeners said, really participated. And every week, coming up with a terrific content for the other ninety five percent that’s what we’re about. Thank you. Now we just read milton devos. Story and milled is goingto win the coffee from cura coffee. She e mailed me something. Quote, any show with maria? Simple is a show worth listening to forever. How about that? How about that? That’s, a testimonial? Who put that on your web site, maria. Thank you. You know that building devo that’s? Amazing. Congratulations for that man. Awesome. She’s using to you. Well, all right, all right. So i know you’re gonna be on. You’re gonna be out in a couple weeks. Going pre recording next week, maria simple. But, you know, until then and after then one. Thank you so much for all your contributions to non-profit radio over. You know, eight years. Really remarkable. Thank you so much. Thank you. And a shout out to all of you in the studio today. Great show. Thanks, brandon. Thank you. Thanks, maria. We’ll talk soon. Okay. Um, here’s sam will let me know if anybody else. Way chat. Good job, chad, chad. Okay, i was chadband is on, and we have a major announcement to make a major announcement for the four hundred show. Like we have a new sponsor, and it is chadband boyd’s company. Chadband welcome to non-profit radio. Hey, thanks, tony. Glad to be here and, like everybody else, congrats on the four hundred show that a huge milestone provoc a podcast before and to do four hundred shows. We’ve got to leave that. Thank you, man. Thank you, and welcome to the non-profit radio family. You’re you’re ceo of text to give dot ceo and a new new sponsor going to starting next week. Sponsorship that’s, right, that’s, right, we’re started, yeah, glad. Glad to be a sponsor, because you’re you’re doing mobile, giving for small and midsize non-profits and, uh, that’s, our core that’s that’s, who we produce the show for week after week. So listeners going to hearing from you and from for me, you know, promoting onboarding text to give that ceo and for now, and this is going to be continuing if if you text npr that’s november, papa romeo in alphabet, in military talk, you talk hoexter npr tio four, four, four, nine, nine, nine. Then you’re gonna get more info on text to give and there’s a special offer for listeners. Is that right, exactly right, you gotta correct, okay, all right, we’re doing so good, we’re doing good so far, okay, i got the got the first yet the first announcement done. The first announcement, correct, all right, chad. Oppcoll you want to say a little bit about text to give that ceo? Yeah, yeah. So, um, we are a mobile first donation platform, the text enabled. So, you know, you text them to make your donation, and our thing we’re trying to do is break down the barriers e-giving to make you know it really easy for donor to give to small and non-profits out there. So perfect for your target audience. Okay? And as i said, listeners will be hearing about it. Week after week will be, we’ll be shutting you out. And, uh, and again, chad, i thank you so much for sponsoring non-profit. Is there some, like triumphant music? Kottler is good. Yes, something triumphant for a brand new sponsor wave. That’s the fanfare. Thank you, scott. Now now, yeah, eleven. Thank you again. So much. Thanks for being thank you and welcome. Welcome to the show as glad to be here. Thanks, tony. All right, chance along. Wei have one more story i got get time for. Okay. It’s from jeff. Jody, lighthouse counsel. My parents set the example of being involved in the community. So this is the parents e-giving volunteering and leading in college, i was part of my first campaign raising funds to restore the historic home of a debate society. I began to volunteer at the colleges advancement office. I moved up while working in a major medical center. My boss volunteermatch volunteered me to be chair of ah, march of dimes chapter. So i went from being a very young board chair to becoming a very young ceo for most of georgia, either working in the arena on loving it ever since. Jeff jody from white house counsel neo-sage podcasting with beacon podcast. We gotta wrap it up. Okay. I want to thank. I want to thank scott stein. That scottie. Thank you so much. Hey, thank you for having me and getting congratulations on four hundred. My pleasure. Thank you. And you you fill the room with an energy playing. Really? They love it. Glad to do it. Claire miree off our creative producer. Thank you so much for tony was great to be here on the four hundred show. I can’t wait to be on the fourteen hundred forty. Thank you so much. Thank you. Twenty ninety eight. Oh, my god! What? And also thanks tio teles shanklin huge tomb chadband void jeanne takagi, amy sample ward marie a simple thank you all for being with us were supported by pursuant online tools for small and midsize non-profits data driven end technology enabled tony dahna slash pursuing by legacy piela is guiding you beyond the numbers. Weinger cps dot com bye tellers credit card payment processing to pass of revenue stream tony dahna slash tony tello’s on by text to give text npr for for for nine, nine, nine for info. If you missed any part of today’s show it’s your life, i watched it clear myer off sam lee woods is the line producer show social media’s by susan chavez thiss music is by scott stein on mark silverman is our web wiz a special shout out to mark silverman he’s working for me for ten years on, i’ve never shattered him out on the show with the closing credits. I don’t know why it’s terrible, i know alistair, you federally never i’m doing it now i’m doing it now! He’s our web is mark silverman, so remark dahna mom, you with me next week for non-profit medio big non-profit ideas for the other ninety five percent. Go out on be great. Great. You’re listening to the talking alternative network. E-giving nothing. Good, you are listening to the talking alternative net. Are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, i’m nor in center of attention. Tune in every tuesday at nine to ten p m eastern time and listen for new ideas on my show. Beyond potential live life your way on talk radio dot n y c buy-in. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Fired-up comics, movies and pop culture at large. What about music and tv? Then you’re in for a treat. This is michael dulled, your host on talking alternative dot com. I’ve been professionally writing comic books, screenplays and music articles from fifteen years. Catch my show secrets of the sire at its new prime time slot. Wednesdays, eight p m eastern time, and get the inside scoop on the pop culture universe you love to talk about. For more info, go to secrets of the sire dot com. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Are you a conscious co creator? Are you on a quest to raise your vibration and your consciousness? Sam liebowitz, your conscious consultant, and on my show, that conscious consultant, our awakening humanity. We will touch upon all these topics and more. Listen, live at our new time on thursdays at twelve noon eastern time. That’s, the conscious consultant, our awakening humanity, thursday’s twelve, noon on talk radio. Dot latto. You’re listening to the talking alternative network.

Nonprofit Radio for January 12, 2018: Free Coaching In 2018 & Maria’s 2018 Plan

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Curtis Springstead: Free Coaching In 2018

SCORE coaches small nonprofits nationwide through its network of volunteer specialists in marketing, HR, technology, management, finance and more. Curtis Springstead is from the northeast New Jersey region and he reveals how to get free, ongoing support for your organization.

 

 

Maria Semple: Maria’s 2018 Plan

Maria Semple

Maria Semple has strategies for your fundraising, digital marketing and prospect research. She’s our prospect research contributor and The Prospect Finder.

 

 


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Welcome to twenty martignetti non-profit radio big non-profit ideas to be either ninety five percent on your actor named oh, i’m glad you’re with me, i’d suffer the effects of organ neo-sage if you got taste saying you missed today’s show free coaching in twenty eighteen, four coaches small non-profits nationwide through its network of volunteer specialist in marketing, hr technology management finance and mohr kurt kurt springstead is from the northeast region, and he revealed how to get free, ongoing support for your organization and maria’s twenty eighteen plans. Maria semple has strategies for your fund-raising digital marketing and trusted research prospect, research contributor and prospect finder. I thought he’d take you twenty eighteen plans all this month responded by pursuing full service fund-raising data driven and technology enables, tony got a last person and by wejust piela guiding you beyond the numbers. Western piela dot com hello durney credit card processing into your press of revenue stream. Tony dahna made black teller i’m pleased to welcome kurt springstead to the show. He is a certified mentor and chairman for the score northeast new jersey chapter his near forty year career was in information technology and ranged from programmer trainer and adjunct professor. Tow it, director, consultant and non-profit boardmember score is at score. Mentors and score dot org’s. Kurt springstead. Welcome to the show. Thank you. It’s. A pleasure to have you, um, score. Now, i i grew up with score being the service corps of retired executives, but that’s ah, that’s. Old news, right? Yes. We’ve dropped that. That acronym? Because it turns out that nearly half of us are working to some degree, many full time in some part time. Okay, so so i was like, like, aarp is no longer the american association of retired persons. It’s just aarp like that, right? Like that. Okay, um, and score is nationwide and supported by the small business administration. Technically, we have our own funding from the directly from the government, and we’re a partner of this administration. They just kind of helped me or the money out. Okay, okay. But of course, score is itself a non-profit so people can give to score and support the work. Well, the way we have our own non profit foundation called the score foundation. Okay, in order to to accept funds donated from the public or from corporations that want to sponsor is because as a government agency, which is what we are, we obviously can’t take donations. Oh, you’re still you like you’re a part of small business administration? Not just i thought, supported by the website says, supported by i thought that meant like you get grant, you get a grant from score. I mean, from s b a. But what exactly happened? Wear actually empowered by an act of congress and they give us a small grant that they they ask our big brother, the spd administer. Okay then, when someone tried to donate a large sum of money a few years ago, we had to figure out how to make advantage take advantage of that. So i created the square foundation, which then sponsors various programs that were involved in whether it be training or outreach. They allow us to be more effective than what we get from the government. Okay, so the yes. So the score mentors are acquainted with non-profits not wanting to turn down gift if they don’t have to. Absolutely. Well, we we end up in our particular chapter having to raise nearly half of the money we need to operate. So we understand all the all the issues that not-for-profits okay, excellent. Eso s o score is i think i feel i feel like my voice just crafting a score score score score is mentoring that is on coaching that is available nationwide, including for non-profits let give us a sense of the breath of this. What? What? What non-profits could learn? Sure. So, yeah, one of the key services we do offer is confidential and free mentoring for as long as you’ll have us. And, you know, there’s about thirteen thousand of my friends in three hundred thirty chapters across the country with people who have done everything you can imagine serial entrepreneurs, uh, people with industry specializations, i spent a lot of time as you mentioned it, but we have people who are retard lawyers piela people have come from not-for-profits organizations and so on, and then what we offer you is whatever services you might need it’s really, in terms of a coaching, a relationship. So if you were people come to us with simply a gleam of an idea, i’d like to create an organization or like to create an entity that does the following and i need to know where the steps are. What are my resource is? How do i make it happen? And since most of us and our careers have been down that road already, either in for-profit or not-for-profits we can i tried to tell you where the where the dangers are and what kind of decisions you might have to make. Okay. And that’s, that’s, that’s pre startup. But our listeners are are already in non-profits, you know, vast majority is already in non-profits so i first of all, i just love the idea that this is available to us as us taxpayers and non-profits ah, you know, in part supported by our small business administration. I love that guy like that, right? So actually, you should be really important. Happy the taxpayer because for every dollar the government gives us, we return fifty dollars. I don’t think there’s any other group in the government that actually gives money back. Is that right? Yeah. Okay. So the yes. I mean, well, you know, we tend to see a lot of people who are looking to start a business, but probably nearly half our business. People who already in business. Ok. For a significant period of time, and so the services are the same. The questions they’re sometimes different not trying to find out necessarily where to go, but we have some trying to grow or i’m thinking of adding a new line of service, or i’m struggling with managing the people that i have a client come to me has been a business for twenty five years, and suddenly the numbers went went rid. She had no idea why that happened or what was going on had, uh, any number of people who come to us with, uh, you know, i just we feel we need to grow. We need to serve more of our clients. We’re not getting out to the the community we were designed to serve. How do we make people aware of us? How do we get volunteers? All those kinds of questions that we run into excellent. Okay, so so even though it’s small business administration, you know that there’s a reason that you’re on non-profit radio i want listens to b b certain that they can avail themselves of this inn non-profit so so whether it’s marketing or law or human resource is a righty or accounting? What? I mean, like any any business functionality is available for the is available as coaching and mentoring that i haven’t run into anything yet that i can’t find, you know, the reality is that for, you know, a cz you’ve mentioned, i’ve been on board and, you know, i’m i’m running a fifty person ah, small non-profit myself locally with the team that i have, so i’m struggling to find more money trying to struggling to find volunteers, i’m tryingto struggle to keep them engaged, too. Figure out how i can reach more clients, which is one of the reasons is wrong with you today. What can i do to make sure that everybody knows our service is out there? So we have the same kinds of problems, the same issues. So, you know, sometimes you need legal advice, and i appreciate the nuance that there are some regulations and some decisions that are different for those of us who are in a not for profit status and the have you got a charitable registration you need to set up? How do you? Some of the legalities of when we hyre people on how we treat them are a bit different howto do with the tax situation. I mean, one of the most interesting questions i get it someone has come to us, has had a for-profit business i have working with a woman who’s been teaching art for a number of years, but now she wants to turn it over and offer some of her courses for free on the internet. And she was going to look for grants. Well, unfortunately, she’s a commercial operation and the number of grants for a commercial operation are quite small. So we started to talk about how she might look at establishing an aw for-profit and attract people to make donations to that business. So i, you know, i’ve only been with score about three years, but i’ve been all over the map. So in terms of those kinds of questions, i can’t help but notice the similarities between my four business work in my not-for-profits although, as every business has its own unique nuance, um where where we do our best to help with that? Yeah, we have to take our first break so you just hang out for a moment and it’s time for a break. Data driven fund-raising field guide that is their newest resource on the listener landing page. There was more data generated in twenty, sixteen and twenty, seventeen, and in all of previous history made that is amazing and it’s too much for you to deal with a field guide to help you translate the data. You have the fever got into actionable inside, drive your fund-raising so you can act on your data, not be stuck in its muddled through it. You know that, ah, fancy report that you get out of your fund-raising starita basis is not worth anything. If you can’t act on it and have it helped you in your fund-raising what is taking what they’ve learned in working raise large organisation, and they have boiled down to basic principles for you in data analysis. The data driven fund-raising field guys it’s at tony got a flash for students capital p now, back to springstead and free coaching in twenty eight i’m with kurt springstead on, we’re talking about score, which is consulting, coaching, mentoring, that’s available to you in all these different areas that that kurt has been touching on anywhere in the country. Him he happens to be in the northeast new jersey chapter, but how many three hundred chapters you said throughout the country, country hundred thirty welcomed the beauty of it is we have a significant number of clients that we service, uh, who who are comfortable with an exchange of e mails, and we’ve also started in the last year or two significant amount of mentoring the video conference, so if the particular expertise you need isn’t in the small team, in your neighborhood or in your your area, then with some help your you, khun, search and find a person anywhere in the united states, and you can make the arrangements to work with it. I was working with the young man who originally met with him in kentucky or talk with him while he was in kentucky and one day we were chatting while he happened to be in china working on this project, so we’re no longer bound by the code we working. Okay, excellent. All right. Very good to know. All right, so if someone wants to work with score, we want to take advantage of this vast consultancy basically that that’s free to us way get started with the the website it scored out. Or gore or how oh, that is the most efficient way to do it. Okay, you go to score dot organ, you’re going to find one of several buttons that it’s going to or hidden around the screen or on the screen that will tell you, you know, meet with a mentor. And at that point, you’ll be asked to you know what? How do you want to do that? Face-to-face email whatever you type in very minimal information that your name and address phone number email a little bit about what you want to talk about and hit entering within two business days. Somebody is probably going to be back in touch with you trying to establish the appointment to move ahead and you make a distinction between mentoring and consulting? How do i know which of those is better for me? Okay, well, actually, there you’re going to be with one person. We find that we have to wear a couple of hats were primarily mentors and had been a consultant most my life. I could make a hope, a simple distinction. A mentor, a guide you through the process asks you questions, ask you to probe things, operas you advice and counsel and points it out, but allows you to come to your own conclusions. We make no judgments about what it is you’re proposing to do or how you propose to do it, because ultimately it is your business. But there are times when what you need is information and instructions specifically how to do something and when we can do that, you know, we can’t practice law, and we can’t do the work of people do, but we can we can help you review a business plan, our build, you know, proposal to a bank. We’re going to coach you on that when i was a consultant, i i also would charge you to do that work or i do it for you. We are not. Equipped to fill out your business plan, but to help you go through that. So most of the time were mentors were were advising coaching, encouraging, sometimes supporting when times get tough. But every once in a while you need someone with the main expertise. Oh, and that’s, when we put on our consulting hat for a bit of time. Now, how do you get familiar with the work of the non-profit before this before this initial meeting? So so the initial meeting is for the purpose of, of understanding. What is it you want to accomplish? Where are you? What have you done so far? And then establishing a game plan? And one of the key things is do we need other players in the meat in the mix? That’s the advantage i have i i i’m probably meet with you with someone else anyway, just because more people that are listening, the better hyre information will gather anyway. But then if i know that there’s a particular expertise or challenge at the moment, then i can go out and make sure that i have the right person with me at that time, or i might need to do. Some more research to find out through my other channels, other partners that we work with to make sure that we have the information that you’re going to need or the access so the resources that you want. So that first hour, so it is really sort of like the doctor taking your vital signs, we need to kind of know what we’re dealing with first, before we start begin to do any kind of diagnosis. I mean, many people come to us, i think they have just a quick question. They want to get answered, and and that may be true, but oftentimes during the dialogue, they come to the conclusion that they there’s more than they had asked for the problem’s bigger or the questions are broader than they had thought and that’s that’s why we look at that first meeting is simply this sort of the diagnosis, okay? And you’ll stay with them. You said it’s a cz long as they’ll have you. Right, so the ad varies a bit by by chapter, but in our our chapter, the basic model is if i were to work with you, for example, i would intend to work with you for as long as you have me and as time would go on, i would expect you would need to have many different resource is, and you’d need things well beyond whatever my expertise might be. So i’m going to just make sure that i’m going to be your single point of contact with score throughout that entire relationship and get you the resource is that you need within score and without way our research, your partner, the fda, there might be a time when we need to reach out to there were two other governmental agencies, for example, to help you with something you’re trying to do and that’s the ideas we have that you can you can build that relationship with deaf. You not constantly telling your story to new people who might show up the answer a question, i suppose it’s something general, i’ve had guests on talking about, you know, planning on dh here we are in january talking about planning for the new year, i suppose it’s like, you know, i don’t feel like my will keep it in your in your ballpark, you know, i don’t feel like my eye is is adequate. You know, but i’m not really i mean, i don’t feel like the programs we have or the methods we have, like we’re two spreadsheet dependent, but, you know, i’m not really sure what direction to go or what, and i don’t know how much you know, money i need to spend, i suppose it’s something you know as general is that, uh, you know, sort of nebula nevertheless, is that well, that’s actualy pretty specific. Thank you, really? For that i was trying to give you a hard i was trying to give you a hard hypothetical. Yeah, so the whole idea’s, because i happen to have that the main expense, i’d start asking in little more in depth questions and understand and why you have these feelings with the challenges are what, what your current situation is preventing you from doing what things you think you’d like to be able to do, and we could talk about whether or not your system would do that. And then because i’ve had thirty or forty years, i can start to help you figure out how to shop for a new solution. If that’s the right case i could give you. Some ideas of what the orders of magnitude of expense might be the time to get these accomplished some thoughts about the steps of going forward, you know, recently have been advising a couple of people who are creating app in their particular space, and it’s it’s been a lot about strategy? You know what kind of a platform that we put it on when i have no money to start with? And then what do i do if i open up my app and i suddenly become, you know, huge, i’ve got, you know, one hundred thousand users where am i thought i might have a thousand on the first day, so all those kinds of things, you know, we’re equipped to do it, and, you know, it doesn’t it’s not always going to happen in a one hour session, and we understand that, yeah, of course, yeah, now i assume this is all confidential, absolutely pr every year we’re we’re required to re certify on our code of ethics and the number one tenant is confidentiality we that’s built into the when you actually agreed to be a client, you’re you’re covered by that, and i could just tell you from my own experience, unless we engage of one of my colleagues into a into a particular client, i’m not likely to be speaking about your personal situation with other members of the team. Frankly, just no, no need to do that. So you could be you can be absolutely certain that whatever we talk about it it’s just between us. Can we bring in other people from the organization? If i want, maybe it’d be helpful for you to talk. Tio my c f o r a boardmember can we can we engage multiple people on our on our side? Absolutely. We recently had a team of from my office to meet with the entire board, a new organization to provide some residents living facilities for people with special needs. And they were struggling with there being pressured but costs. And so it was important to get the full perspective from from their, uh, their leadership to what they thought their challenges and issues were. And that was so we had a nice big meeting, so we’re oftentimes it’s scaled up. And that sounds like a good story. Good non-profit story. How were you able to help? Those folks they st louis where they, you know, they gave us a rundown on what they saw, their challenges and what the in terms of the quality of people they needed toe hyre because of the concern for the people that the population they were serving, the challenge is about how they were funding the business. There were some options available to them, given the structure of some of the reimbursement that’s available through healthcare plans and such on dh ahs well as the diversity of their program, and we were able to share with them from our differing expertise. I had someone who had financial background, and there was another one with people back, personnel background, and i looked at some of the systems approaches, we were able to provide them with some frankly, in their case, so a way of sort of prioritizing the many challenges that that they had, and that seemed to be a recurring theme by the way that we run into many of the existing businesses there are there are so many things we could work on that sometimes we can’t make up her mind, which is the one that, uh, it’s going to be the most productive well and that’s, that and that’s a big challenge, of course, in the non-profit community, especially now, as you know, if if if we see government funding reduced to the point, where are our state can no longer offer services, you know, i think a lot is going to fall to non-profits and prioritization is going to be the challenge. I mean, this is gonna be so much more that needs to be done. Can we do it? Should should we be doing it on def? So you know how right? And, you know, i think the other thing is that for many clients of in both the non-profit world as well, the for-profit world, sometimes the best be that outside force or that outside opinion, um, your board is a good team, your volunteers were good team, but you you are not already looking through a filter based on your day to day knowledge of what, what you do and how you’ve done it. We come in with with none of those constraints, we don’t we don’t know everything about the business, so we’re not afraid to ask stupid questions or two proposed the idea from another industry or another space that perhaps could be adapted to your space. One of the interesting things we teach some business start up ideas, and one of the concepts in there for one of the leading thinkers is that there are no new business models. There are simply people who were innovatively applying business models into a world where they have not traditionally been used thinking of things like amazon into the book market, for example. So sometimes it just creates it’s just good to hear somebody who doesn’t already have the corporate think, if you will say, agree with your idea or think that your priorities are correct. What about around social media? If i if i feel i’m struggling, i’m not sure which which channels to be in? Um, i’m not you know, i don’t feel like i’m thoroughly engaged with people you know is help with social media within within the score of expertise to a degree, yes, i would be we find that more often than not just because of this, the fact that it moved so quickly, even with some of the the younger subject matter experts that we have on our team it’s just hard to keep up, so we understand i mean, frankly, is an organization we were struggling every day and constantly checking to make sure that what we’re investing in, what we’re doing is social meat is working, but so we can give that some overviewing could put that in the context of other efforts that you might be doing to get your workout, but we also can help you identify a partner if that turns out to be the right thing, because there are two aspects to it through the strategic aspect, which we can offer probably more help with, and we have we have, you know, hundreds and thousands of resource is on our national website on a variety of topics, several of which are around that we also produce a webinar every week on a different topic and oftentimes social media’s his way one part of that so we can provide that overall information, but sometimes it’s uh, i will just tell you that score we’ve hired a contractor who actually implements a lot of our strategy and making sure that we’re getting post out, helping us figure out howto measure and find out if it’s actually working if we’re if we should be boosting post if we should be buying at how are we using our google place that nature so we can get you two started in that the right direction? Sometimes all we can do is help you be a good customer when you have to go out and buy a resource. Because you what? You really someone who could come and spend time, day after day doing the work for you, which were just not structured, right? Right. That’s, not yours. Ok, but but you can’t help identify the questions we should be talking. We should be asking potential vendors and identify the for us, you know, a process for for hiring, whether it’s frankly, whether it’s, a social media manager or ah or an outsource cfo or right. I mean, you can help with that, you know, acquiring the expertise? Absolutely. And so it will be better than just sort of, you know, hitting up google and looking for the one in neighborhood. Yeah, we’ll give you some some measurements of some things you can ask during the interview. What should you look for in their in their background or in their proposal, if that’s the right thing and some sort of sense of perhaps with the fees and costs on toby, i’m thinking about this, too. In terms of finances, you know, a lot of people, lots of people get into non-profits started non-profit because they have enormous passion for some cause and let’s put aside the question whether forming a non-profit was the right business decision to make or not because they already passed, that they’re already incorporated, but they often are lacking the business savvy that it takes two to scale and sustain. And i think i think financial issues particularly stand out what you know suppose suppose that’s me, i mean, i got a lot of passion and i’ve already incorporated is a non-profit but i’m not sure i’m accounting correctly, you know, people talk to me about ah, accounting software, you know, how do i start? Right? And you have the reality also is this significant potential legal and issues if you don’t do that sort of thing, right? So yeah, that is that’s a very common peace. I would just tell you that very few people who go into business a cz well, who might have a passion for a not for profit uh, area really ever intend to be the business person they wanted. They want to serve the population, they wantto feed the cause they want to, you know, sell the best pizza, whatever it might be. So and then they say, oh, not so now. I’ve got to run this business thing and double these forms, and the government wants something, and i got to write a check to this guy and i just, you know, what’s all this about and that’s where we can provide a couple of layers of support sometimes it’s simply where those of us who are from score who have the financial chops of the management chop could just be that that mentor we meet with you on a fairly regular basis, help you realize, you know, figure out howto watch the pulse in your company and make some of the long term, bigger decisions if you’re comfortable doing the day to day checkbook and that sort of thing, okay, for other people, it’s it and, you know, maybe you’re lucky and you you’ve blossomed you in your really big skill, you know, i was on the board of a couple of not-for-profits that are, you know, had million, multi million dollar budget. So we we had professional accounting firms to do it eso again helping to find the right people. But also, you know, people will tell you, make sure you do the right accounting and so on. But you need to go with them and help them explain to them well, what your strategy, which your long term plan for the organ ization? Where am i going to go next? Because that might affect what they do today. So we can help you crystallize and formulate those plans on growth situations. And then you have someone who could do the day to day blocking and tackling. If you do need sources of funds, where do i find that? You know, if i’m not for-profit i have some opportunities. Perhaps go for grants. How do i write a grant? Where would i find a grant writer? Do i need a grant writer? That kind of thing all come up as we go forward. And then also how do our their limitations on the money that i have? I can tell you that in my organization. There are certain things that i can’t pay for with the money the government gives me to operate, but i can pay for with the money i get through donations off. All right, so these are all factors that we many of us have expertise we have their knowledge of and worst cases again, we will help you become the better informed consumer of services for by a professor. All right, we have to leave it there. I just wantto make sure that people understand, too, that there are a lot of do-it-yourself resource is at score dot org’s articles outlines templates. Kurt mentioned one hour webinar every week, so i’m encouraging you for twenty eighteen to check out, score, score, dot or ge and at score mentors. Kurt springstead thank you so much, my pleasure. We need to take a break. Redner’s here’s a testimonial, i was on my new position when i began working with regular piela my confidence, i can have grown knowing that i can rely on the professionals to answer any questions and make recommendations that will ensure the success of our non-profit you were given sound advice enabling us to increase investment income while at the same time, protecting you. Ask that. I trust and respect our audit team on the forward to their annual visit and vote. That is, from a midsize religious organization in the big graft. Dahna look at this. I mean the people of more than piela e-giving investment income on that’s. Good advice. And the person looked forward to their orders. I don’t think you have no properties are looking forward to order. I think they’re more feared, maybe dreaded, but it’s not a fortune from the midtown religious organization in the mid west and diversity of expertise reminds me of all the guys that they have all the guys, guys, guys, all these forms in ten places and white papers on diver subject oppcoll way beyond accounting. No, lecter goes way beyond the numbers for their clients. You know that you’re supposed to change audit firms every three years to get a fresh perspective on your practices on the first set of eyes looking over your books and your management management processes. You want the advice of a firm that goes broads help you? I think you know beyond the balance. So that is what i’m always saying. They go beyond the numbers talking on one of the people you could talk to. Is you too, who’s? Been a guest on the show martignetti piela dot com that’s not tony. Take two. Well, it’s almost for your twenty eighteen planning there’s. More coming after this one next week. Takagi what is the new tax law metoo for your twenty eighteen? Hundred. And on january twenty sixth, it’s gonna be me and amy, i’m gonna be talking about starting your plan e-giving programs in twenty eighteen, and then amy sample ward is gonna have her twenty, eighteen plants, just like maria has plans coming up very shortly. We’re supposed to have joe garrett. Unfortunately, he had a family emergency, couldn’t make the day that we were gonna be recording, so we’ll get joe garrett back fund-raising plan. But instead of joe playbook, that i get that, but i’m always got, so we have got you covered for the whole year, all month of january, that is all you got to do. My pleasure. Welcome. Maria semple, prospect finder, trainer and speaker on prospect research. Latest book is magnifying your business. Six tools and strategies that growing your business or your non-profits our joy and if they’re free, get the prospects finding dot com and at maria semple welcome back, maria semple. Happy new year. Happy new year county. How are you today? Thank you. Doing great. Thank you very much. It’s. Good to talk to you. And and you’ve been thinking through what i’m calling maria’s twenty eighteen plans. What are you going to start with? So, you know, i thought i would give a little bit of a mixed some tips that i might be, you know, might have offered through my focus. Well, it’s, um, it’s really focused in on prospect research in particular. And just, you know, trying to make sure that non-profits are a cz short up, as they possibly can be for the upcoming year. Okay, so that book might like that magnifies your business school gravity’s growing your business or your non-profit looking talking about? Yep. That’s the one that’s, the books magnifying. Okay, i wanna make sure that was it. All right. So what? Do you want something? Well, you know, i was thinking about thie importance of really solidifying your relationship with individuals. Andi, this is where i think non-profits really have the greatest strengths on dh, their greatest opportunities as well, for growing. So, you know, when you think about, you know, launching a major gift effort or maybe upgrading your major gift effort, this is really the year to do what if you haven’t done so already? So, you know, sort of a first step that you might consider doing is to do a database screening. There are a number of companies out there that will screen your entire donordigital base, um, so that you’re really able to kind of elevate those those prospects that might be hidden in your database and give you an opportunity that you know where to focus your efforts. All right? So you’re encouraging diversifying into an individual e-giving program if you don’t already have one that’s, right? That’s, right? But you need to know where we’re to focus so very often if you’ve got a board that’s been changing out a lot or you’ve got, you know, a lot of staff changes and so forth. And you really don’t have that longevity and people really standing who’s in that donor database, so you’re able to sort of look at it on your own, obviously that’s seen cheapest way to do it right? Because now you’re not, you know, outsourcing anything, they’re not paying anybody to screen the database, but i really find that when when organizations take an opportunity to do that, it gives them the chance elevator to the top, the names of the people they should really be focusing in on. So, you know, you might even do it. Has a lot of the companies will allow you to send in a batch and test your database to see, you know, if it’s going to be worthwhile. Thio do the whole thing. Okay, um, something else you want to have in place before you do a major gift on individual individual giving program, major gifts or welchlin yeah, you’re gonna end up with maybe get program if you take this important step starting individual e-giving program’s going to end up with major donors, some are goingto give more brothers, but either way, you want to have ah, constituent relationship matters in a database. You crn database in place on dh. There are very affordable ways of doing that there’s so many different cloud services and there’s some that you just played by the records. So when you’re starting small, you know, you don’t have to have the major’s your commitment, maybe database, that, uh, that is only going to have a couple dozen names in the beginning, but you want to have a way of capturing all those relationships all those different data points with people because of something that you just mentioned area staff turnover, when when one person leaves, they’ve had all the conversations with, you know, half your donors, uh, you don’t want to lose weight, and i talked about that. You don’t want to lose all that precious information, right is right, and, you know, it’s a problem as as i’m sure you’ve seen in your own consulting that happens time and time again, where you get in there and you talk to an organization and they say, you know, well, you know, i’m new here, i’m only on the job three months i’m really not sure what those relationships were like on dh then you find out that you know, a lot of conversations and so forth, which simply not recorded anywhere. Elearning yeah, i mean, the last thing that you want to do is call the donor and say, hi, you know, my name’s, maria semple, on our new year of the organization, and i’d like to get to know, you know, for your interest, why do you give to us, you know, i mean, you should know that you should know all of that information. Yeah, i just had that conversation with your your predecessor two months ago, so so database screening find find people on, of course don’t only pay attention to the wealthiest in your in your in your database on that also have your e r n, right? Okay, you’re you’re also encouraging, looking into recurring yeah, you know, this is a place that you have an opportunity to garner, and i’m going to say those smaller gifts, those people that will commit ten dollars in most twenty dollars a month, whatever it is that’s hating their credit card, everybody so, you know, many of us are already used to paying whatever netflix, whatever this monthly charges that’s hitting our credit card accounts. On dh so it’s already sort of been absorbed into our monthly budgeting and so forth. And so if you can convince people to start setting up a recurring, uh, payments to your organization that’s going to go a long way to helping booth and of course, you’re not talking to the major gets here. You are talking about getting people in, perhaps at a much lower entry point and keeping them engage. I think it’s pretty standard practice, but i was going to make this explicit no on that donation page that you’ve got. You want to have a button for making monthly or something like that so that the person who is giving at a level that could conceivably be the monthly recurring donation could easily do it, you know, you know, ryan and i have to go in someplace special to make a set of recurring giving, i think that’s pretty standard, but i want to make it quick, make sure hyre no, that could be it could be very valuable. And you know what we get on saying that people just forget about it and fills, usually until their credit card expires, and then they’re reminded oh, yeah, no, i got this thing, and then and then sometimes that’s an opportunity for you asking for upgrades when a person is reevaluating. I mean, yeah, there’s always a chance that they’re goingto stop those donations at a point like that. But there’s also a chance that they’ll they’ll increase it. So you use a of failed transaction as an opportunity to essentially increase. Yeah, yeah, and, you know, it’s an opportunity for you to really start using the language that you would use, maybe with a major gift donor-centric tuo invest on a monthly basis in our organization, you know, you might have a monthly investments that you have set up for, you know, for yourself, for your for one kings or, you know, whatever we’d like you to take just ten dollars and twenty dollars a month and invest with our organization in the future viability of the organization. So, you know, give that compelling story, give that compelling reason why they should be engaging and investing with you on one thing faces, okay? And that’s, uh, you wanted to be telling them stories about about your outcomes, basically, what a big part of the story. Selling that’s, right? That’s right night. I saw that you actually had done them a video recently, you know, kind of on this topic as well. You know, you’ve got to be able to thankfully tell your story and, you know, there’s a lot of information out there on the web, all you need to do is really do a google search for non-profits storytelling, um, there are a lot of experts in that arena i’ve seen some of them speak even at the american marketing association conference on dh you know, the thing that you have to get across to people is, yeah, you’ve got your stats on, you know, those important metrics that you’ve got to be able to communicate, but that’s usually not what’s going to sell somebody right on on wanting to invest with your organization. So you’ve got to be able to humanize it and tell stories about the impact that your organization has on the community and, you know, making sure that you’re kind of a hearing too, really good storytelling, a beginning, a middle and an end and really understand all the different types of stories that there are out there. There’s a reason why we can’t remember, you know stories about whatever little red riding hood and the three little pigs, right? There’s a certain set up to those stories, you can learn tons of information about that on the web, and i really encourage you, teo teo, focus focus in on getting the story straight not only for your major gift donors, but also across the board at all we know right now definitely cross for this matter from e-giving five dollars a month with five dollars, more than they need to know what you’re infected and we’ve had listen, we have a guest here too. You go, teo durney martignetti dot com and search storytelling, the the guests we’ve had on that subject will obviously come up. Yeah, you got to share your impact? Um, you’ve also been thinking about trying to capitalize on sigil ambassadors? Yeah, yeah. So talented people. Yeah. So, you know, i’m sure that this is something that amy sample ward talks a lot about when when she’s on your show, tony as well. But, you know, you want to think about engaging people to be able to help amplify your message. Right? So, you know i think we’re all asses point sort of accustomed to seeing campaigns were online where your friends or maybe joni there their birthday, you know, raising money for an organization on behalf of their birthday, that type of thing. So those types of sort of crowd funding these people are digital ambassadors for an organisation when they do that, all the people that were involved in that bucket challenge, they were digital ambassadors, right? And there were some that were really, really strong, obviously that the first family, the first guy that kicked it off, they must have had a pretty good following to get to get kissed off as well as he did, but you wanted to try and figure out who those digital ambassadors are if you don’t have any really it’s time to start recruiting some on broadening your outreach, even if you have to think about some paid opportunities, you know, on facebook such as, you know, i don’t know ads are boosted post, yeah, big book and also twitter yeah, yeah, you know, as you find the people who are most network most deeply connected and you start a campaign you wantto be working with them. And this is something that any and i have talked about to work them back channels. You get them enthusiastic and you get them talking before you start your public campaign, right? Get there. And you get that they’re connected to help you in the public. And so that i know that people who follow you, uh, people who were with you and you have the most followers fanned. Whatever. You know, those were the most connected are going. Teo, be active participants in your campaign. Maria, we gotta take a break. We’re going toe. We’re gonna come back and talk more about yeah, ambassadors. And i know you have some resources share finding them right now. I gotta take a break. Elearning credit card payment processing brovey check out the video at tony dot m a flash tony, tell us explained the process of businesses joining tell us on having their credit cards, other payments process by tello’s and reminds you that you are going to get fifty percent of the revenue that hello elearning that’s a long revenue stream because they have one hundred percent satisfaction rate. So you can be assured that the business is going to be pleased, and you’re going to be earning revenue from this four, a good long time every single month. Also, the video for their, uh, one hundred percent satisfaction and the price match guarantee. You go beyond that. Tell us, can’t save the money that you started to tell us, and you’re getting two hundred fifty dollars. So it’s worth starting. Think about businesses. That next-gen tio, you know, as the rest of you watch the video. Think about like, a local body shop where, by the way, out there, all wearing masks and your protection jewelry store the area where they make a pie with the crust recognize from a bakery where hope that we don’t have very good. Um, think about that think about the businesses that you’re you’re boardmember zoho family members only any of these potential referrals to tell us for credit card processing, you just have to generate some interest to check out the video. That’s brightstep teo, your long tail of revenue. Tony got a last tony tellers. Now, look, rebecca miree simple and her twenty eighteen plan. You have some resources for finding who the deepest, most networked ambassadors are among your constituents. Yeah. Yeah. I have some resources that you might want to consider looking into. First of all, i came across a great white paper download that blackbaud put together. They put together a nice free guide. And it’s actually called super has the kids program how to create a super advocate program. So there i read through it, and it looked like there were a lot of really good chips in there. So that might kind of give you the first time ideas about how the framework and what it is that you might want to do and, you know, it really is going to be able to create opportunities foreign organizations most committed supporters really did take more action hyre value actions than than a typical supporter. This’s why you’re our joy and of your cubine free, right? So that the guide is free, but the guide three guys? Yeah, another one, right, yet so a couple of other things actually one that you brought to my attention called attentively, which is one of the blackbaud solutions actually wait give you the opportunity to identify whose influential so they say that a mass email files with social data and so that you can better understand the social side of yours supporters. So if you do have an email list, it is an opportunity to see who amongst that list might be really great social ambassadors reorganization, that’s attentive dot leaves they’ve got a y yeah, they they also make the point that home email i just better don’t. Usually the one people used to sign up with social network, so if you have a file of of home addresses, home email addresses attentively that’s not that’s not well, my treat so that’s not a free one, but no that’s correct zsystems blackbaud but value there and finding the most connected people and you got zaptitude what is zaptitude about? Yes. Zaptitude right. Kind of an interesting name. They have one of their service offerings is called good influence. And i learned about this company a few years ago. And i actually met some of the folks behind the company at one point and met people at the american marketing association conference who use this tool. Two years ago, you been holding out on us. You got a couple of years. You’re feeling it now in january twenty eighteen, you know, i’ve got i’ve got to keep some gems for you. I don’t think w hole not on non-profit idealware way. Never talked about you and waited. All right, maybe you alright? I get it out? Yes. So anyway, they have they have a tool called good influence and basically it it’s an opportunity to is your existing customers because this is used side both, you know, businesses and non-profit so in this case, your existing donors to dr support through new donors. So it’s a platform that really again helps to amplify not so much doing the search like thehe tentative job l y product would do, but really, this could be a platform for you. Teo, try and scale off your digital ambassador efforts. And when i was going back and reviewing some information about the current leadership team i’m looking at the bio of the founder and ceo is kind of interesting in marinette, we talk about the good influence product with the bat phone for the social activation engine for the famous i spoke a challenge current, so i’d be interested in having another conversation with him, actually myself. Teo, figure out more about how exactly the good influence taught. It played into that. I stuck a challenge. Okay, cool. And that’s that information about that is that zaptitude yeah. Dot com. Right. Okay. That’s that that to write? Well, you would be our most likely contributors. So let’s, get some prospect. Researcher idea. That is okay. So i was also thinking about a new arena we haven’t talked about before, which is maybe trying to research some of the companies in your community that are set up as the corporations and so i know, you know, you know why i don’t want to get thrown in the jargon jail so let’s, talk a little bit of what? You know well, listeners know that’s okay, well, that’s all right, gene cog and i’ve talked about the corpse on there now, and they’re they’re social, social good missions, not sickly, profit driven, but they certainly can be profit making, so you’re okay. You’re okay, cool. Cool. Ok, good. So there’s, actually a website called b corporation dot net. Uh, where you can go and search by state and see, you know what? All the big corporations are right in your state on dh. Then, you know, you’re kind of using, you know, good old fashioned prospect research looking at that company, trying to figure out who’s behind the company and so on and so forth and trying to learn a little bit more about him. You know, these people already have a social mission built into their companies. Perhaps the work that you’re doing can align some way with a particular social mission. So, you know, i think it’s an opportunity for you two. Maybe developed, um, uh, some relationship with him. Yeah, most of the time. It’s, private companies, so relationship supply. The companies that are set on our course. I love it. It’s, like it’s, like doing the same kind of research assay. Would foundation wear where they would be court they’re aligned with, and whether you might fit in. Yes, in-kind. What do you got for us? You mentioned a family you mentioned foundation so it’s touch upon that for a moment. If you have not made your annual trust to your local cooperating collections of the foundation center in your in your next the woods it’s time that you do that no, we’re going ahead and get a subscriptions directly to the foundation directory online. So if you have the funds to do it and you do a lot of foundation’s research definitely worth while having that tool in house, but it is available fourth grade if you go to the foundation center or one of their cooperating collections in your community. So what i recommend is to try and focus in instead of the really big foundations in your state, which everybody seems to kind of know today everybody goes, everybody goes, yeah, focus more in on the foundations that are the family foundation’s, even if they do not seem to have a lot of assets and some you will even notice some will come up xero and assets and don’t let that turn you off because if they had gone through the effort of setting up the framework for a sound of private foundation, but there may be, you know, a plan in the future that that family is may be planning to sell business and funding the foundation, and you don’t know what the thinking is behind it and it’s going to get to know them a little bit. So don’t discount the ones that you even see with xero asset, okay? And you trying to find connections between your non-profit and foundations not only terms of mission, but you know, if you’re looking in your state, you’re looking for a board connections two are some kind of some kind of relationship, right board connections, mission over laugh, it could be that they are literally in your county or in your town. So these air opportunity three to try and develop relationships with some of these people don’t forget, i mean, if it’s a family foundation, people behind the whole thing on dh there’s, you know, it’s just happens to be the vehicle by which they are, um, you know, putting all of their philantech through so it’s worthwhile, taking an opportunity to research it there if you don’t have any access, any way of accessing the foundation centers products you could do a similar type search on guide star okay, another case, and as you do your research, don’t be afraid to bring lips of foundation board members and foundation names to your board meeting try to have a board members or, if not at your meeting, circulated some other way, but have your boardmember scrutinizing the foundations that you’ve found that align with your work and start getting people you’re boardmember you know where the where the connections might be, but we gotta leave maria, thank you very much. Happy new year, thank you are joining of thirties and free, you’ll find her at the prospects finding dot com and at maria sinful next-gen takagi what’s the new tax balm for your twenty eighteen fund-raising plan if you missed any part of today’s show, i didn’t think you’d find it on tony martignetti dot com were supported by pursuing online tools to small and mid sized non-profits data driven and technology enables twenty dollars, by pursuing your guiding you beyond the numbers regular piela dot com and tell us credit card payment processing your passive revenue streams. Tony got a last tony killers our creative producers try my family, which is the line producer shoretz social media site. Shadow and its wonderful music. In-kind you give me that? We’re not from the radio. Big non-profit ideas for the odd third, ninety five percent go out and records. 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 or no presentation or anything, people don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to 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 their 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 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 3, 2017: Labor Law & In-Kind Gifts

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Thomas Wassel: Labor Law

Tom Wassel

Attorney Thomas Wassel says nonprofits often make mistakes around employee versus independent contractor (it’s not enough to pay them by invoice!) and when bringing in volunteers and interns. We’ll keep you on the right side of the law. (Originally aired June 4, 2014.)

 

 

Maria Semple: In-Kind Gifts

Maria Semple

Maria Semple, our prospect research contributor and The Prospect Finder, returns to share her advice about in-kind gifts. How do you find these non-cash gifts, their value and the right appraiser? When do you need an appraiser? Maria answers all. (Originally aired October 10, 2014.)

 

 


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Duitz hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent, i’m your aptly named host oh, i’m glad you’re with me. I’d suffer the embarrassment of gigantic nastya if you inflated me with the idea that you missed today’s show labor law attorney thomas l says non-profits often make mistakes around employee versus independent contractor that is, you should know it’s not enough to pay them buy-in voice and when bringing in volunteers and interns, we’ll keep you on the right side of the law that originally aired on june fourth, twenty fourteen and in-kind gif ts maria simple, our prospect research contributor and the prospect finder returns to share her advice about in-kind gif ts how do you find these non-cash kinds of gif ts what’s their value and how do you find the right appraiser? When do you need an appraiser? Maria answers it all that originally aired october tenth, twenty fourteen tony, take two, show the love responsive by pursuant full service fund-raising data driven and technology enabled pursuant dot com and by wagner, cpas guiding you beyond the numbers. Wagner, cps, dot com you’re not a business, you were non-profit appaloosa accounting software designed for non-profits non-profit wizard dot com tell us they’re turning payment processing into passive revenue streams for non-profits tell us processing dot com here is tom russell with labor law. I’m very glad that subject of labor law for non-profit springs tom will sell to the studio. He’s, a partner in the law firm cullen and dyckman in garden city, new york, and in new york city, he’s been advising employers on a wide range of labor and employment law matters since nineteen eighty three he is president elect of the long island, new york chapter of the labor and employment relations association. Thomas l welcome to the studio. Nice to nice to be in your studio, tony. Pleasure to see you here. I’m glad we could do it face to face. So employees versus independent contractor, it turns out, is not enough to just pay somebody buy-in voice. And then, while love they’re they’re an independent contractor. That’s absolutely enough if you want to get into trouble. But it’s not enough if you want to do it right. Okay. Basically, whenever one person is performing services for another person or another company, the presumption is that there are an employee and that with everything that that entails, including federal taxes, state taxes, worker’s compensation benefits, unemployment insurance benefits, employee health benefits, things like that in order for them to be classified properly as an independent contract that there’s a number of tests that they need to meet. And if they don’t meet those tests and accompany miss classifies employees big trouble with the department of labor. Okay, we’ll talk about the misclassification ramifications. And so now we’re talking about federal and state, the the where where is this test? This test is from the i r s and then and then. Well, is that the eleven points is that from the irs? Absolutely. The irs. The internal revenue service has an eleven point test which is used for determining whether or not you have to take out taxes from people’s wages. Okay, but every state also has its own version of the test there there. Pretty similar, but in terms of whether or not you need to contribute for worker’s compensation benefits or unemployment insurance benefits and they all apply pretty much the same type of test to determine the employee status. Okay. So it sounds like you’re in pretty good shape if you’re following the irs test, which we’re going to talk about, but you still need to enquire at the state level or or you’re not, because you’re not a hundred percent safe if you’re doing following just the irs. That’s, that’s absolutely true in other words, each state can have its own rules and merely complying with the federal law that that’s fine in terms of federal taxation. But certain states have have stricter rules with regard to treating people as independent contractors versus employees. So you need to see counsel in the state in which you practice. I practice in new york, so you know, my comments about any law would be limited to anything in new york state and federal law. Okay, we’ll stick with the federal with the caveat that you should check the state level, but you’re on your you’re well, on your way if you’re if you’re complying with the irs regs, i imagine, absolutely. Okay. Okay, so are we these these eleven items? Eyes is basically around the relationship between the employed, the non-profit and the person doing the work. Absolutely the key elements. In the test, without without trying to go over check checklist abila talk on some of them, we’ll get to something it’s a degree of control that thie and i’m going to go. I’m going to use the term employer here, even though we may say it’s a contractual relationship, okay, but no, we’ll say, or the employer of the company, the relationship between the company and the person performing the service is in an employment relationship. For example, the company tells the employees where to work, what time to show up what their duties are? Ah, and what do they report to who they’re going to supervise if they’re going to supervise anybody, things like that in a relationship like that that that tends towards the employer employee relationship as opposed to an independent contractor for an independent contractor, you basically say here’s the job, here’s here’s, what i want you to accomplish, maybe cem general guidelines do it when you think it’s appropriate, although there may be deadlines set, but i’m not going to tell you how to do it. I’m not going to supervise you on a day to day basis i’m not going to provide you. With the materials to do it, you do it on your own and i’m simply going to pay you a fee, which is another important distinction there the fee basis versus an hourly or salary type basis? Okay, we’ll get to that. You you touched on something that i want to explore a little bit, the place where the work is done. So you you can’t have the person always coming to your office to perform the work know that you can’t have the person doing the work in your office, but it really that would depend on the nature of the work. For example, if if you if you have employees doing the same work and now you’re going to bring in somebody else from the outside to sit alongside your employees and do the same work? Well, that’s an indicator not not it’s, not a single point test, but it’s, an indicator of an employer employee relationship. Now, if this person has his or her own business on the outside, has business cards may work from more than one company at the same time or one after another on it, since you’re simply hiring that outside company to perform services for a limited period of time. Well, that it tends to lean more towards the independent contractor relationship. How do we balance these eleven? Which we’ll get into some detail about some of the others too? But is it ah, like majority, if you have, if you have six out of the eleven year okay, andi it’s going to go one way or the other based on a majority? Or how does it work? Well, there is no bright line test. Those lawyers like to say, i think to some extent you apply the duck test if it looks like a duck and walks like a duck, and quacks like a duck, it’s a duck it’s very fact specific and a trier of fact, whether it would be a through the department of labor or worker’s compensation board or in a court of law would look at all of these factors and say, well, okay, the control factor tends to lean towards employees, but the independent company factor tends to lean towards independent contractor and way all of these factors together, and then come up with an answer. Okay, so these eleven points are are the things that iris is going to consider? This is what they’re going to look at, and they’re going to put it all. Together, and they’re going to make a decision. Absolutely. Okay. And i guess it would work similarly at the state level. Like when you mention department of labor. We’re talking about the state department of labor could be state of the state or the united states department of labor. There’s both and and they’re very interested because independent contractors aren’t entitled to overtime or minimum wage or anything like that. You you pay them a fee or you pay them. You pay a company a fee to do something and that’s. Fine. But if their employees and they work more than forty hours in a week, they’re entitled to overtime. Yeah, we may have time to get more into that. Okay. I think we will. Actually. What are some of the other side? The other factors in these in these eleven points. But as i mentioned it’s the ah it’s. How people are paid. Yeah. That’s a good one. Sorry, let’s. Talk about that one. The fee versus fee versus salary. Right. Well, typically, an employee may get an hourly wage. May get a weekly salary. It’s generally, the relationship is often not always but often sort of open ended. That is to say, we’re going to hire you not necessarily for a two week barrier or until you finish this job, but we’re going to hire you as an employee and keep you on. But we pay you on a pay check, a supposed to an independent contractor who would normally be paid through some voucher system or through through ah, obviously issuing a ten, ninety nine, which is the tax form for independent contractors and might be in a lump sum. It might be in regular payments, but it’s not based on number of hours worked or anything like that that again, depending on how you structure the deal, that would tend to lean more towards employees or more towards independent contractor. What about? I think you mentioned giving someone the tools to do the work so you shouldn’t be giving them ah, laptop tto do the work or or other things or certainly office space dedicated in the office? I mean, that’s tending to look like employment, right? When you’re giving them that stuff? Absolutely. If i say, come into my place of business and i’m going to give you everything you need to do the job. And you don’t have toe put anything on the table other than what i give you that’s the hallmark of an employee, as opposed to an independent contractor who brings their own knowledge, skills and tools to the table and does the job that you’re paying them to do. We’ll go out for a short break, and when we come back, tell marcel and i’m going to keep talking about this and then we’ll get into volunteers and interns, and then i believe we will have time to for overtime for employees you’re supposed be paying your employees overtime. Do you maybe want to turn this off? If you’re listening in the office on, remember only the bosses want to hear this, we’ll get into all that 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. Dahna let’s, send some live listener love arco, idaho and orlando, florida live listener love to you very glad you with us let’s, go abroad. Seoul, korea man yo haserot, islamabad, pakistan i’m sorry. I don’t know how to greet you in, uh in is it pasha pashtun? Passion is that i’m not sure what, but live listener love to you in islamabad, irrespective of how i would say it in your in your tongue, in your language bonem changing china, always welcoming the chinese lots of listeners, ni hao, nagoya and tokyo, japan sending you konnichi wa and there are others will get to them kuwait also, i wanted to get to kuwait. Um attorney thomas l let’s see if you’re if you’re the person who’s doing the work is getting their income from a bunch of different places. Is that that’s that’s? One of the factors, isn’t it that’s, clearly one of the factors, and and that would certainly militate or tend towards a finding of an independent contractor relationship? If you hire a company, the company may have its own letterhead may have its own invoices, may have its own business cards, may have an ad in the yellow pages for those of us who still actually use paper yellow pages or maybe a gn internet listening nowadays. So if you hold yourself out as an independent company and maybe even filed company tax returns on have a company workers compensation policy, things like that that again would lean towards the independent contractor relationship rather than employees. If you are ah found by the irs to have misclassified people doing the work, would you expect that the irs is going to report to your state department of labor that that they’ve found a misclassification? That’s, that’s a really good question? And i get asked that those kinds of questions a lot from lots of different employers, i tend to represent employers, and my understanding is no, they don’t necessarily do that that. Ah, particularly if you settle the case, the words that come to you and say you messed up, you need to pay x amount, and if you settle it voluntarily, they’re not going to go broadcasting it to the world so that there could be more agencies to come and knock on your door, because that would discourage you from settling in the first place that’s not to say that other agencies won’t find out about it, and certainly if a case republic, if you would have to go to court, which is a public record and other agencies saw that they could be knocking on your door as well. Where do you see employers messing up? Well, it’s again, it’s the any of any of these factors will any or any role these factors? I have clients, and obviously i’m not going to mention names. Uh, i brought you for so it’s um, provocative name dropping, i thought i’d like to keep practising law for a few more. Alright, alright, you’re not retired, they you know i have i have clients that have they’ll bring people in and they treat them as independent contractors and they say, well, they’re only going to be here for two months. I’m hiring them for a special project and i say yes, hiring see, that was the key word there on it doesn’t matter if you’re hyre it is a temporary employee or a permanent employee that’s one factor, but not not controlling you temporary employees, their employees, so you have to treat them as contractors, and i’ve had a number of audits fromthe state workers compensation, border unemployment insurance division that come in and say you’re not paying premiums to these people because you’re not treating them as employees. Pay up. What? What are the penalties let’s talk about the federal level? What would you expect from the irs if ur misclassifying? Well again? In most cases, if if you own up to the to the mistake, you’ll certainly have to pay what’s owed but safe for the i r s not only will you have to pay what the employers share of the taxes wouldn’t really be, and they also have to pay the employees share of the tactics so security taxes that should have been paid exactly pay both the employer and the employee because the employer messes up. The irs isn’t going to go to the employees and say, by the way, some of that money you got, we want you to give some of it back. It’s, the employer’s responsibility to properly pay the employees. Okay, so the back taxes that were owed, what else? What else might be expect? Well there there could be civil penalties involved to or if it was done. Knowingly, over a long period of time, with no knowing that you were violating the law usually second or third offenders, there could be some more severe penalties involved as well. You’re always welcome teo disagree with the onerous right on contest there, their belief that you’re misclassifying absolutely, you know, just just cause the irs says so doesn’t make it so. But the presumption is that these people are employees, right, and it’s up to the employer to prove based on the law that these people are actually independent contractors. So if you if you want to fight them, you better have a pretty good case. Let’s move teo volunteers and interns what? What are what are non-profits often getting wrong around these? Well, the good news for not for not-for-profits we call them not-for-profits in new york, but non-profits same, the good news for non-profits is that you’re allowed to have volunteers in the in the in the in the for-profit sector, you basically can’t have volunteers. Anybody who does work for you has to be paid, but in the in the nonprofit sector, you can’t have volunteers, but there are some rules about that as well the work that’s being volunteered for can’t be the same kind of work that’s otherwise being done. In other words, you can’t have a paid clerical person sitting at a desk and then have somebody else come in and say, well, i’m going to volunteer and i’m going to do the same work sitting side by side, the paid girl really? All right, so it’s like an example of that? Suppose closed, you have employees that are preparing mailings. You’ve got a five thousand piece mailing going out and you don’t hyre ah, male house, you’re doing it inside and you’ve got people stuffing in printing, stuffing envelopes, putting stamps on, and then you bring some volunteers in to do that same work side by side with employees. That’s, that’s, not a volunteer. I’d be very concerned about that if i was the employer and i would if i was their attorney, i would be tell saying we need to take a long, hard look at this because again, people sitting side by side, some people are being paid. Some people are, quote, unquote, volunteering very dangerous situation, even if the volunteers volunteered. I mean, even if they walked in and they love the mission, they’ve said, i want to help you. How can i help? And you said, well, we could use ten hours on, you know, over the weekend to put this mailing together well not-for-profits tend to be generally charitable, religious or religious organizations and the servant public purpose and that’s why they’re allowed tohave volunteers to some extent, but to the extent that you’re basically just doing the same work as other employees and saying, i don’t want to get paid for it, the law doesn’t really sanction such things. Oh, my okay, i gotta take a little tangent because you mentioned for-profit companies, and i’m interested in that on the intern side. What about all the unpaid internships that are coming right now? It’s, it’s, summertime, what about those? Well, and you read about them all the time in the paper about the irs or the part you read about them in the new york journal? I don’t not seeing it in the where i’m seeing in popular more maur, general press well, you get for-profit sar allowed tohave interns, but not that you can’t just but but i had on somebody and say, hi, you’re an intern, you’re gonna work for me and you’re not going to get paid. That would be violating the minimum wage laws for, among other things, but somebody can provide an internship if under certain circumstances, if they’re getting some sort of academic credit from an outside institution, if they are getting some sort of actual training from you that’s not specifically tailored to your organisation, but but taylor to their field of study, if they understand from the outset that they’re not going to get paid and that’s an internship also, it has to be a relationship where i understand from the outset otherwise it’s indentured servitude you tell them you’re getting gonna get paid, then they don’t. They don’t see a paycheck. That’s ah there’s got okay. That’s clearly got to be rolled believe it or not, that’s that’s when i passed that spelled out there, they have to understand that somebody’s done it alright on and also they’re supposed to actually because they’re an intern and learning from you they’re supposed to be, if if anything, and impediments to the business not ah bonus to the business. In other words, if the business says we’re going to hyre fifty interns to do all sorts of work for us and make money for us that’s not really a bona fide internship, the purpose of the internship, the primary purpose is to give training to the intern, not to make money for the company. And if it’s really a benefit to the company that’s one of the factors that will be looked at to say these air, not truly interns. Okay, thank you for taking little digression in tow. For-profit i love it, you know, you have these answers on top, your head man. Xero no notes, which i admire, i don’t like i don’t like notes, really? I have notes, but it is just off the top percent wonderful. I’ve been doing it for thirty plus years. I know you start to learn it if that helps. Yeah, yeah, so let’s, go back to the non-profit side there are so the general rule is that you can’t have unpaid work as volunteers, but then there are these exceptions that we were starting to get into right if it’s a bona fide organization charitable organization and people are truly coming and say, i want to lend a hand to do you were having were having a blood drive? Or we’re having a a special event and i’m a community member. I’m going to come in and volunteer to give some of my time to help you that’s a true volunteer, but again, if if they’re volunteering simply to do work that the company not-for-profits would otherwise be paying for that’s a problem, employees of the not-for-profits basically can’t volunteer to give away free work. That’s interesting. I wonder if that comes up much. I don’t know. Well, if you see it well, i haven’t seen it, but it’s addressed in a number of decisions or regulations where somebody’s tried it. Yeah, obviously what’s in there? Yeah, right. That’s. Interesting. Okay, if you haven’t, i’d say you have an employee working for enough for-profit and and and there’s some child care, you’re going to sit with some child kind of symbols. I don’t want to use the term baby sitting because that sounds jargon, but some sort of ah monitoring situation, which is not within the normal scope of that employees work. That might be okay for a volunteer for the employees, but certainly the employees can volunteer to do. Additional work that employees already getting paid for and where do you see non-profits making mistakes around the volunteer and in turn, well, i get calls from from some of my not non-profits and so, you know, we’ve got we’ve got all these people are in here and, you know, they’re here for, you know, ten or fifteen hours a week doing all this stuff, and i say, really what’s your first question, what were some? Of course? Well, i say, well, what are they doing? Do you have other people that you’re paying to do the same work? And they’re working side by side? Are there are these people already employed by you? Because if they are that’s major red flag onda geun, if they’re duplicating or substituting their substituting for paid employees, that’s, that’s a problem? We’ve got somebody who’s out on a totally leave elearning leave a family medical leave act type of leave, so they’re gonna be out for twelve weeks, so we’re gonna have a volunteer filling for twelve weeks, okay? Do you have a sound of a klaxon in here or, you know piela only like that, but that’s just my voice is all. We have is scary enough thrill enough weak enough as it is that’s very bad. So paternity leave maternity leave. You can’t have a volunteer filling in you’re basically saying, i’m going to have somebody do the same work as a paid employee, but i’m not going to pay them no lost don’t let you do that. All right? I think that’s very interesting. All right, so what do we do, teo, to remedy this. So when your clients are then calling and there, then finding out in this call that they’re they’re running afoul, what do we do next? Well, i tell them aside, i’m obligated to do as an attorney. You should change this, and you should start treating people correctly going forward because every day that you’re in violation of the labor laws or the or the tax code is a new problem. If you change things today or tomorrow and start treating people properly, pay them, then you don’t really have a problem. And by the way, all you have to do to comply with most laws is pay minimum wage and you know you don’t. You could have people have clerical people making fifteen dollars. An hour? I need somebody to fill in, and i’m just going to pay the minimum wage. You can do that, you just can’t pay him nothing. You can’t have them volunteer if they’re not truly bona fide volunteers, can you work out some alternate form of compensation besides, besides money? Like maybe they get some benefits of services from the organization i get sort of a barter arrangements. What i’m thinking of is that is that possible barter arrangements are legal, but their taxable i don’t represent any barter companies, but i happen to have a close friend who’s involved in a bartering company, and i know that when party a’s trading goods or services with party be, both sides are issued ten, ninety nines and and the company, the bartering company, will report that to the irs. So if you just say instead of paying you seven twenty five an hour, which is the federal minimum wage, it’s hyre in new york state and a lot of other states, but instead of paying you seven twenty five an hour for forty hours, which is with two, two hundred ninety eight dollars a week, i’m going to give you two hundred ninety dollars worth of free food that’s that’s a taxable event and frankly, it doesn’t comply with the law. The fair labor standards act, which is the federal law that requires people get paid, requires that you get paid in cash or the equivalent of cash, not in goods and services they’re certain deductions allowed, but not completely excellent. Now we’re talking about federal and state law here, a cz well around the volunteers and interns. Absolutely okay, so we’re talking mostly federal, but with the same qualification you need to check about check what the standards are in in your state are you? Are you still pretty well on your way to compliance? If you’re if you’re complying with what the irs requires, like like we said over on the independent contractor side e, i would say, you know, qualified lee, if that’s a word, if you’re complying with the federal rules, you are more than likely quality complying with state rules, but i certainly can’t give that as a guarantee without taking a look at the state rules. Understand? Okay, let’s, spend a little a little time. We’re just a couple more minutes on overtime for employees, what is the problem here that you see? Big problem is that certain employees aren’t being paid overtime because employers think they don’t have to. And the biggest fallacy, the biggest myth that i see is and and employers and employees both believed this is that if you paid a salary, you don’t get overtime that’s not true, you need to be paid a salary in order to be considered exempt from overtime. But on lee, certain employees performing certain duties are exempt from overtime. The main ones are talking about those one of those executives, administrators or administrative zone and professionals. So if you’re ah not for-profit ifyou’re ah, counselor, a psychologist, psychiatrist, a professional you’re not in your pay and you’re paid on a salary you’re not entitled to overtime, but you may be a highly highly paid administrative person who works closely with management. You may be exempt from overtime, but if you are a lower levels let’s, say, a clerical person lower simply on the orc chart. Not in terms of your worth, but and you’re you don’t have it, a lot of discretion and control doesn’t matter if you paid on a salary you’re entitled to overtime if you work more than forty hours in a work week and that’s not waivable, you can’t agree not to take it. You can’t enter into a contract dipped in blood notarized doesn’t matter. You have to get paid for all hours. Worked at time and a half and not less than time and a half. Pay attention to the labor law. Thomas l, a partner in the law firm of cullen c u l l e n and die kayman d y k m a n in garden city, new york and also in new york city. Thomas l thank you very, very much in my pleasure, mine as well. In-kind gift with maria simple coming up first. Pursuant i hope you find your existing donors who are hiding in your file the ones who are prime and ready to upgrade. 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I could do triple a if i felt so inclined. But i think that is enough affections to our affiliate listeners. Here’s maria simple with in-kind gif ts marie sample is back. She’s, our monthly prospect research contributor and the prospect finder she’s, a trainer and speaker on prospect research. Her website is the prospect finder dot com. Her book is panning for gold. Find your best donorsearch prospects now she’s our doi n of dirt cheap and free. You can follow her on twitter at maria simple. Welcome back, maria. Hey there, tony. How are you? I’m doing very well. How are you today? Just fine. Thank you. Go that’s. Good. We’re here to talk about gifts in-kind on this fall afternoon what way are we are? But i first need to just quickly mention to you that apparently i am having a three year anniversary with your show this week. Really? You’ve been tracking your well, you know, who’s been tracking it is lincoln oh, really? You saw an anniversary notice on lengthen. This is this is your third year yet it sent out an anniversary notice. Tio my connections and i all of a sudden started getting all these congratulatory notes this week. So i thought, well, that isn’t that appropriate that here is my my weak. Teo, reconvene with you. So it’s been three wonderful years. Wow, that’s really something i would if you had asked me, i would have thought it was i would’ve said it was more like two holy cow that’s. Terrific. I get those notices, i but i don’t always read all of them. Usually i just read the birthday notices. I don’t always read all the work anniversary notices, but i also noticed they send them out throughout the month, so they don’t. They don’t only come in the beginning. So maybe i just maybe i haven’t gotten yours yet. You’re three three year anniversary, but happy anniversary. I’m glad you’ve been with me for three years. Thank you for having me for three years. Wonderful. Oh, thank you. My pleasure. Gifts, in-kind let’s. Make sure everybody understands what a gift in-kind is. Yes, that’s, right? Let’s do that first before i get thrown off into jargon jail first, first out of the gate here, so gets in-kind we’d really be anything other than monetary donations, so typically they would be considered donations of food, clothing, medicines, furnishings, office equipment, building materials and, you know, even sometimes services that air provided by somebody could be considered ah, gift in-kind as opposed to a gift in cash that they might give to your organization. So if they’re providing some sort of a specific service and then not charging you for it, i know that, you know, sometimes consultants will do that on on a pro bono basis, so that would be considered a gift in-kind as well, i could throw out another example that i’ve worked on a few times gifts of artwork, art collections are also gif ts in-kind i worked on a really interesting one once. Ah, it was a presidential memorabilia collection, and it ah, included a picture. It included the resin, the one of the nixon resignation letters original signed i think there were five or six that he signed, and it also had a picture of that famous picture of jimmy carter. Menachem begin and anwar sadat. You know, the three of them are shaking hands well, thiss was a deep into six figure art collection, but so they can be really interesting on dh cars. I’ve worked on a couple of classic car donations also, which can be quite valuable. I know you mentioned automobiles. I was just thinking of classic automobiles, but yeah, they they could be they could be kind of fun to work on. Well, so, you know, it must have been interesting. I’ve never had the opportunity myself to be working directly with, uh non-profit while they’ve been, you know, fortunate enough to receive something, you know, of that type of value on also, you know, it got me to thinking about, you know, well, what if i were a small, timid size non-profit and have the millionaire next store living in our community? And maybe people didn’t even realize they were housing any type of art collection or one or two even significant pieces in their home. And you know what? You know? What do you do? What is the next step that you do if you find out that perhaps somebody’s left it to you? And their will, or they could be making the gift while they’re still alive. When then, you know, it got to be really complicated as i started to research this a little bit to try and figure out. Well, what is the non-profit need to do first, in terms of valuing the artwork? So what did you do? I’ll tell you what organizations i kind of came up with that are reputable in terms of places you would turn to, but i’m curious to know how it worked out. How did you appraise the artwork? Yeah, well, let’s, um, let’s, take a step back and make sure he understands the for a gift that’s valued over five thousand dollars and again, like maria said, this is we’re talking about non-cash gifts, so not this is not cash or stock, but something other than that. Over five thousand dollars, the irs requires what’s called a qualified appraisal and that’s a term of art and the qualified appraisal has certain requirements, and a qualified appraisal has to be done by a qualified appraiser and that’s also a term of art, and they’re certain credentials that the irs requires the place that i turned for the presidential art collection anyway was thie the american association of appraisers? I think i’m pretty sure they’re based here in new york, and i believe i contacted them first for some recommendations specific, too presidential memorabilia, was it perhaps the american society of appraisers? Because my research shows that they’re the oldest organization founded in nineteen thirty six, and they think they are in the new york area, okay, could have been, but i think there’s another one, too, which i think is triple a american association of appraisers or american appraisal association, so we could try either one of those years is years more bonified because you actually research that i’m remember i’m living off the top of my head. Yeah, i actually am. I can actually post a list, uh, post show onto your facebook page, but there were actually sort of six top societies or associations, if you will that that my research turned up one was that one i just mentioned the american society of appraisers which according to this particular web site that lists them, says that this one is the oldest and then there’s the art dealers association of america uh the appraisers association of america there’s a triple a? Yeah, there’s. That could’ve been it. Okay. Thie appraisal foundation, thie international society of appraisers and the private art dealers association. So i thought that was all interesting. Then i got to wondering if you can actually turn to any of the major houses that actually, you know, the auction houses like those that you might be seeing featured on something like antiques roadshow. Ah, but i didn’t know if that was, uh, if people turned to those types of auction houses to help, you know, evaluate the worst oven item. Certainly an auction house, i suppose, would get involved once there it actually want to, you know, offload that particular items so that they will end up having the cash. I would imagine that would be the case for any non-profit other than a museum who would want to that gift, perhaps as part of their dahna display? Yeah. It’s it’s ah, it could go broader than that. You know, there are ways that non-profits khun use gifts in-kind in their mission that that are permissible and are not so obvious, like hospitals can use artwork because they can decorate. Waiting rooms and hallways and things. One of the classic car donations that i worked on was for a university, and we were anticipating using the classic convertible in there athletic recruiting because they thought that seventeen eighteen year olds, when they’re thinking about what college to go to to play sports, might love driving around in a being driven around in a fifty seven chevy. I’m pretty sure that’s what it was convertible, so there are different charitable uses that they’re not as obvious as like you said, you know, the museum, there can be other charitable purposes for for these types of gift now, yeah, i hadn’t thought of that. That sounds great, actually, i can i can really see how an organization might want to step back and think about how it could fit in, as you said to their overall mission or two attraction, like in the case of the college or university there with their son sports department, really? And of course, there’s also the other examples you gave you no services could be gift in-kind so that’s, obviously being used used up immediately a point that i want to make, too is sort of subsumed in what we’re saying, we’ll make it listen. You have to find the right kind of appraiser. There are like i mentioned presidential memorabilia there. Our appraisers are specialising just that. So if you had a ah, a fine art photograph that was being donated to you you need to find someone who specializes in not only find our photography but they may even specialize in the particular photographer the artist or the era if it’s ah it’s ah it’s! Not a contemporary piece of art so you have to find and this goes into the irs requirements. Do you have to find someone who specializes in precisely what it is you’re being given? If it’s an automobile automobile appraisers it’s just like a medical specialist, you have to find the right kind of person. Maria, let me ask you about trying to find gifts in-kind i mean, these don’t only come from wealthy people. I don’t want people to be left with that idea. They’d only come from people of wealth. What about ways of finding gifts in-kind in your community? Well, that got me to thinking about not not just the individuals in your community. Who, um i might be capable of doing this, but then i started thinking about all of the corporate programs that are in place, for example, that have gifts in-kind as part of their overall corporate social responsibility so they may have a corporate giving program, a corporate foundation, then they may have a separate set of programming related to in-kind um, and then i was wondering, well, how could a non-profit potentially find who are the corporations in my area or, you know, i’m a non-profit in need of, um, you know, whatever women’s closing to help the women in our shelter be closed in the winter months or something like that, you know, where could i find that actually found? Sure, there’s multiple websites, but i found a non-profit website that that looked like it would really be helpful front for your listeners to know about and it’s a good three sixty have you heard about that one? Oh, i don’t know it is what is a good three sixty dot or ge? Yeah, good three, sixty dot or ge and so you can go into this if you are a non-profit and you’re you’re in search of product donations. And you cannot go. You can see the companies that are there. And then, if you’re a company that wants to list your product donations, you can list what you have available on dh. Of course, if you’re an individual that would just like to donate to this particular or a good three sixty dot org’s, you can do that as well. They’re looking for monetary donations. Always. So i just thought it was a pretty interesting, almost like a clearinghouse. It looks like to me. Yeah. Okay. Well, that’s, why you’re are dyin of dirt cheap and free. Anything else you found out there about trying to find these types of gif ts? Um uh, i was thinking about this might be more suitable for organizations that are, you know, related to being near the water or maritime or marine environment organizations. But you and i have touched upon yacht’s in the past and trying to figure out, you know, yacht owners and so forth. But, you know, sometimes there will be people who would like to actually donate their yacht, just like people would want to donate a car supposed to try to sell it on their own. So boatinfoworld dot com would allow you to search by stay or county or zip code for a list of boat owners near you. So, you know, if we have anybody in the, you know, marine related industry listening to the call, they might want to check out boatinfoworld dot com to get a list of boat owners. Um, and it could be something that they would want to start cultivating relationships with those individuals getting them and involved in cultivation events, etcetera. You always go the marine way because you have a sailboat. I know you don’t and in-kind wave that in dahna that’s. Ok, you are you donating your sailboat? No, not any time soon, not okay, so you were quick to answer that, too. Okay, okay, where l should we go with this? What if, in terms of, well, i’m sorry? Was there anything more about finding potential gifts? In-kind or is we exhausted that um then i start thinking about real estate, and i was wondering, well, how would you find out if you want it to proactively find if there is real estate, that could be potential for donation? And i was thinking, well, i guess if you got involved in developing a solid relationships with realtors in your area or, you know, even the banks that you know, unfortunately, these last few years, we’ve seen such high foreclosure rates and so forth, there might be some opportunity there if you have conversations with bankers in your community or realtors to find out about some potential properties that could become available, you know, before as a donation. All right, we have to go out for a couple minutes. We come back. I have a couple of tips about real estate gifts that marie is talking about, and we’ll keep going on gif ts in-kind 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 and naomi 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. Dahna more listeners have joined us from south korea on your haserot and also taipei. Taiwan has joined us. Ni hao. Maria simple. Hey, there. What would i say in jersey? What up? How you doing? Yeah, i doing that’s just yeah, i was born in jersey and i was raised there, so i don’t like that that kind of organized crime overtone around new jersey, but sopranos obviously hit that home. A couple of things that i wanted to reinforce about real estate that that you have brought up real estate can be a very, very good gift for non-profits it can also be a really lousy gift. You have to do your due diligence around real estate and basically it’s the same as if you were buying a home or a condor coop. Do the same too diligence before you put that charity name in the the the chain of title. So you want to do an environmental assessment phase one. If that raises any issues, then you have to go to a face to assessment. If the land has buildings on it or a home, whatever you want to make sure that the building is all in code. So there’s there’s, that kind of an inspection, a building inspection title search to make sure that there wasn’t there isn’t some defect in the title, basically all the things you would do as i said that you, if you were, if you were buying the place to yourself, whether it’s got dahna buildings on it or not before you took ownership of a piece of property, you want to make sure that it’s clean in all those ways environmentally title code and building inspection wise. Oh, and if you do all that, then you can end up with a really valuable gift of real estate. So you you bring up an interesting point. I hadn’t really thought about that chain of title that you just mentioned hyre so if i’m understanding you correctly, does that mean if if somebody were to approach an organization let’s say while they’re alive and they say, you know, i’ve got this undeveloped piece of land we want to leave, too. I would like to donate to your non-profit organization, and if you decide to say, pay well, great and take that piece of wind and then immediately sell it and let say it’s. Sold within, you know, three months time. And if you didn’t go through maybe something in the environmental assessment and then somebody down the line says, wow, i can’t believe x y z non-profit, uh, ever owned this piece of land it happens to have had, you know, contamination on it or whatever. So you’re saying you could end up coming to bite you in from almost like a pr perspective if your name’s somehow attached to it. This’s like a law school exam there’s a bunch of things in the inn. That hypothetical you just gave me? Yep. P r yes, but i think even potentially worse than that. Although pr can be pretty bad. There’s a potential for legal liability. If it’s if it’s an environmental mess, then all the owners in the past and i’m not environment the lawyer, but i know a little bit a very little about it all. The all the owners in the past are potentially liable for not having cleaned it up or possibly for having contributed to the mess. So and that applies to individuals to so yeah, that’s. This is why we do environmental assessments. You can you can get in some really sticky legal trouble, if they’re turns out later on a couple of owners later or something to be an environmental problem and, you know, you didn’t know about it, you didn’t insure against it, things like that. Go ahead. I was just wondering, what about in the case of somebody who is willed, a piece of land or a property that had some sort of an environmental issue from years ago? Let’s let’s, you know, think about somebody who may be owned. Ah ah, a family run gas station for a number of years or something like that or on oil related business oil tanks or something, and then the spouse dies. The person continues to all the remaining spouse, continues to own the property, has no heirs and decides to leave it at her will to a non-profit so then i’m wondering what the impact is mean in this case kayman non-profit just say no, we don’t want it no, thank you. Yeah, again. Sounds like a law school, hypothetical, by the way, i do recognize you turning the tables on me, asking me questions on i and i and i don’t appreciate it so you may not reaching your four with me. Yes, thie through the amount of time that you have to renounce a gift, i’m pretty sure that’s what it’s called in a will varies from state to state it’s typically ninety days or, you know, maybe longer for any beneficiary of a gift by will to turn it down. You don’t have to accept something that’s in a will. So if in your hypothetical the non-profit would want to do its due diligence around that real estate before it accepted the gift and within the time period that it can still turn it down, if it doesn’t want it. The only thing that came out of your earlier one was you said the the charity sells the real estate that’s a whole other issue. If it’s sold within three years of the time of the date of the donation, then that has implications for the donor’s charitable deduction. The donor’s charitable deduction gets reduced because if the charity unloads, i’m using an unkind word, but i’m not using a loaded word but gets rid of that gift within three years of the data donation that it’s presumed that the donation was not part of their charitable mission, not within their charitable mission and therefore that the irs goes back to the donor who claimed the donation and that and the deduction associated with it possibly years earlier, and reduces it from a fair market value to a cost basis dahna deduction. And that could be a huge difference between what it costs the donor to get something and what the market value of it was when they made the gift so big implications if charity does not use a gift if does not use a gift for at least three years, i have to go out in about a minute. Maria so i kind of took over your segment, but but you were asking me questions. So it’s your fault? Um, well, no, i mean, you know, you’ve given us so much food for thought, really? And i think, you know, the bottom line is you really have to be able to, you know, seek out the right appraisers, seek the advice of financial and law professionals when you’re going to be getting any sort of a significant gift. Ah, oven in-kind gift any non-cash related gift that you really do need. Todo your homework and and ah, and know what what to look for here, i think it’s, good stuff. There are a couple of irs publications that will help you publication five twenty six, which is called charitable contributions and also publication five sixty one, which is about gifts in-kind and those qualified appraisals and qualified appraisers i was talking about. Okay, maria, we got to leave it there. Thank you very much. Thank you so much, tony maria simple are doi n of dirt cheap you’ll find her at the prospect finder dot com and on twitter she’s at maria simple next week let’s wait and see i’ve never let you down. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com were supported by pursuing online tools for small and midsize non-profits data driven and technology enabled pursuant dot com weinger cps guiding you beyond the numbers wagner, cps dot com stoploss accounting software designed for non-profits non-profit wizard dot com and tell us credit card and payment processors. Passive revenue streams for non-profits tell us processing dot com creative producer is claire meyerhoff. Sam liebowitz is the line producer. Show social media is by susan chavez, and this music is by scott stein. Do with me next week for non-profit radio. Big non-profit ideas for the odd, they’re ninety five percent go out and be great duitz what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gift. 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Nonprofit Radio for September 8, 2017: Video Storytelling & Deep Pockets

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In a crowded video internet, how do you tell that compelling story so your message moves others to take action? Sharing their smart strategies are Yasmin Nguyen from VibranceGlobal, and Sheri Chaney Jones, with Measurement Resources. (Originally aired September 4, 2015.)

 

 

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Maria SempleHow do you find pockets of wealth in the communities you serve? Maria Semple reveals her secrets. She’s our prospect research contributor and The Prospect Finder. (Originally aired March 28, 2014.)

 

 

 


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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 be forced to endure the pain of pancreas ola thigh assis if you hardened me with the idea that you missed today’s show video storytelling in a crowded video internet, how do you tell that compelling story? So your message moves others to take action. Sharing their smart strategies are yasmin win from vibranceglobal and sherry cheney jones with measurement resource is that originally aired september fourth, twenty fifteen and deep pockets. How do you find pockets of wealth in the communities you serve? Maria simple reveals her secrets. She’s, our prospect research contributor and the prospect finder that originally aired march twenty eighth, twenty fourteen on tony’s take two five minute planned giving marketing. We’re sponsored by wagner, cpas guiding you beyond the numbers wagner, cps dot com you’re not a business you’re non-profit apple owes accounting software designed for non-profits non-profit wizard dot com is them. We be spelling supercool spelling bee fundraisers. We be e spelling dot com here are yasmin win and sherry cheney jones with video storytelling welcome to tony martignetti non-profit radio coverage of ntc twenty fifteen the non-profit technology conference we’re at the austin convention center austin, texas we’re kicking off our coverage with this interview. Are my guests now? Are jasmine win and sherry cheney jones welcome. Thank you. Thank you, it’s. Good to be here. They’re seminar topic is stop shooting videos. Start unlocking stories. Jasmine win is founder and ceo of vibranceglobal and sherry cheney jones is president of measurement resource is let’s start sherry, what are non-profits not doing quite a cz? Well as they could with video interviews, storytelling? What? From my perspective, because we help non-profits measure and communicate their impact in value, they often are focusing on their impact. So how are they changing lives and changing circumstances there, too focused on the activities. So, really understanding what your true impact is and telling your stories from there. And you’re trying to elicit really heartfelt story telling stories. You know, emotional. We want emotional impact. Okay, what would you have you have? You know, i think that a lot of times we focus so much on the technology, the process of doing video and also the questions. That we ask people, and so we don’t focus enough on the connection and really, when you are able to provide a space for someone too open up to feel that they can speak about their passion, be grateful. They then create that connection that we can then capture and witness through videos and so it’s that focus on that connection rather than just the information or that exchange. Now, as we are today, you’re asking people to get in front of lights and cameras or and mike’s andi, open up. Yes, men. How are we gonna start this process first? Let’s, start with how do we find the right people? And then we’ll get into coaching them and and getting their best performance and storytelling out of them. But how do we find the right one? Yeah, absolute. Tony that the key thing is selecting the right people. And that starts with being mindful of who your audience is. You know, we found that the most impactful, ah, relevant person to interview talk with are a representation of our audience. So, for example, for appealing to a donor’s, then it be great to have a financial supporter donors to be able to speak in their language in the same mindset for them to connect and relate. So think about the group’s. We want this interview to be meaningful for and select people from that constituency. Right? Volunteers, donors, board members. Yeah. Ok. And someone who’s were well respected. Who’s. Our ticket who’s also a very passionate and a champion of of our particular cause to be able to speak for us but also, at the same time, carry the torch for our audience so that they can connect with them. Sure, anything you want to add to finding the right person is sure. I always say, think about your wise. Why do you do it? You do, but not just why does your organization do what it does? But why does your funders fund you and whitey? You’re participants participate. And when you’re finding people to tell your story, you want to make sure that you are covering those three perspectives. Okay, three wives. The three wise. Yep. Three wise men know e wise? Yes, different wise. Okay, sure. Let’s, say with you now. So we found the right people. How do we start the process of making them? Comfortable evoking the really heartfelt emotion that we’re tryingto chief? Sure. Well, i will actually default to us because he’s really good at that, you know, i’m i’m the one that helps you create the content think about what you should be eliciting and he’s when it does the great interviews, maybe you’re more on the on the production side. I’m more on the defining what what questions? You should be asking what impact you should be drawing down of them stuff like, okay, we’ll come to you very shortly. Okay, okay. We got plenty of time together. Twenty five. Just great. Yeah. You know, for someone to be at ease. You really it’s it’s? Really? About how you think about the interview or how you think about it being on video? A lot of times, people focus on the act of, you know, being on camera so they feel like they’re being evaluated. They’re being judged or in an interview, maybe you think of, like, a job interview or or some others where they have to perform, and they have to be perfect. And what that does is it raises this level of anxiety where you have tio feel. Like you have to know not necessarily be your best to be your most authentic. Authentic. Yeah, you’re you’re going to be your best if you’re most if you you’re most attentive, you just you write, which is hard to get and even on even in still right videos, pictures it really is okay, yeah, how are we gonna do so down? So so part of that is in the initial invitation is instead of hey, can you do a testimonial keen? And you come on camera and do a video it’s about framing it in a way that helps them give instead of being put in a position to perform. And so what i mean by giving is, you know, i’d like to invite you to come and share your story so that we can help inspire others like you. You know, we we want to put you in a place where you can be of service to others, and when you’re in that mindset of being of service, to be able to share your experience and insight so that it can help others, it takes that pressure off because now it’s about your own story, your own experience. And there’s no right or wrong. And so that that’s the first step is the mind set piece. Okay, so let’s try to avoid characterizing it as testimonial. Do you know, do something that way? Put a label on right or even an interview? It should be more of a conversation, and i find that mom i doing so far, you’re doing great. My failing is a failing grade know you’re at least a b plus or something. You’re doing great. You’ve done this a few times. I have a lot of securities right already. Absolutely cool. Yeah, s so tell me more. So so so that’s the first step is setting up the frame for for what? That experience is like giving them information so that they feel prepared, you know, even some questions not necessarily for them to prepare a script, but for them to at least be a tease to know what to expect, that there’s not going to be this sort of curveball, or they’re gonna be blindsided because people have a lot of anxiety around, you know the uncertainty. And so that that’s another element. And then once you actually get into the session, then then it’s really about creating that space? I go through a specific routine if i find that someone’s either really nervous or they’re very tense, where we do an exercise called a ci gong, slap on what that is is where you basically take your hand and one hand and you slap thea part of your front part of your arm all the way back to up to your chest, and then you do on the other side and then down to your legs and then back up through your back and then on your head as well. You do that a couple times having how hard you’re slapping, just just so just like just like this. So you’re going back like this and and and then down to your chest and then back-up and what you’re doing is you’re activating the various different meridian parties and your body, your head too as well, too. And then once you do that a couple times, you’ll notice this sort of tingle. It just activates the energy and yourself and so that’s physically gets you ready. Another gong xi gong slap? Yeah, yeah, you can google that nok will be on youtube. The other parties is also getting you into what we call the vortex or the zone or, you know, the peak performance state and so, you know, i listen to some music, so whatever music kind of gets you going here, the whole goal is to are we asking the person i interrupt all the time, you know, that’s bad that’s, bad technique, a weapon? You don’t have a conversation, really? So we’re asking the person in advance what’s your kind of music or bring bring some of your favorite music, you can bring some of that, but even before the actual interview, i will take time to have a phone conversation, just tow learn about that, okay, build that report so it’s not. We’re not meeting for the first time on camera and, uh, and that way, we feel like we’re friends and i can ask them about different things, so the whole goal is to get them out of their head and into their hearts, because when they start speaking from the heart when they start opening up that’s when the magic happens outstanding. All right, 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. Dahna surely now let’s, come to you with questions. Um, well, jasmine alluded to a little bit, but the types of questions where you’re aware your expertise comes in. It’s sure, in terms of thinking about what? Why are you doing this video? I’m sorry i called you jasmine jasmine? Pardon me? Sorry about that. Yes, you have been eluded. So what’s the purpose of the video you’re shooting. Who is your audience? What do they care about? And what we know about is although fund-raising is up from where it was pretty great recession levels, people want to know that there their money is actually making a difference. So no longer can we just say, oh, here’s a cute kid, i’m going to tell you my story about, you know, my family people really want to know that there’s a collective impact going on that there’s, you know, in the measurement world, the outcomes that you’re achieving. So you want to think about what are those outcomes that you know that people want you two to be showing and then making sure your interview questions air addressing those so people are telling their stories around how they experience the outcomes that you are saying that you’re achieving how they’re experiencing a perfect and we’re going to get really kind of personal, right? Like how i saved your life improved your life, help your child, etcetera. Yeah. So, you know, we have a list of twelve outcomes that typically non-profits air achieving like increased knowledge increased, gilles, you know, maintenance of new behavior, reduction of undesirable behavior. So no, those going in before you start asking your questions and let your interview we know that you’re going to want to know about, you know, how did this program increase your knowledge or help you get a job or, you know, decrease your, you know, risk for heart disease or whatever it is that you’re non-profits doing, make sure the questions are aligned with those important outcomes. Should we stay away from giving exact questions? You will be asked one, two, three, four, because i find in doing my show that that then leads to scripted questions, lead to scripted answers and and that’s not from the heart, that’s from appearing, like memorized so so sherry but we want to give them topics, right, but not exact questions. Is that? Is that the best practice or what? Either, either, yeah. I found that i could give them some questions and with a disclaimer that, you know, these are some of the similar types of questions that will be asking and then also explain to them how to prepare. So just think about some bullet points or just some stories that may be relevant but not necessarily prepare a script per se as well to so that that it alleviates the anxiety, but you’re also making sure that they don’t have a prepared answer. Percent yeah, yeah, like i said, then that’s not that’s, not the impact you’re gonna want, all right, anything else, before we get to the actual either of you need anything else before we get to the actual session with mike’s and lights and cameras that we should be thinking about? We didn’t talk about yet, you know, i think that’s that’s pretty much covers it for now we’re going to go and dive a little bit deeper into our session, then during that time. Yeah. Oh, well, i mean, there’s stuff you’re going to say in this session, you you won’t say here is that well, actually, you know, know what? We’ve got someone holding back. Of course not. Your size is okay. Okay. All right. I want shortchange non-profit ready. You know, of course, that all right. All right. So now we’re in the session, so presumably we’re in some kind of studio. These got a microphone because it might just we could just be doing audio, right? Possible? Absolutely. But might be lights and camera also who’s best toe ask, what do we do when we’re in the studio? Now? I could i could do that. Okay, yeah, you know, it’s again, it’s first getting them into that state it’s a two part process getting them into that place where they’re not thinking from their minus their speaking for the heart, then the next step, then it’s it’s like a dance. Then you’re the lead. And so through your mindful questions that you’ve designed, you’ve created both to communicate impact illicit to bring it out from them, per se. You’re also thinking about what is the overarching storyline that you’re trying to create. So one of the things that well, that we’re going to discuss in our session is the frame where for an appeals type of video, you know these air the videos that ah, non-profits play at their events to appeal to, you know, fundraisers and donors. And so there’s a seven start, seven step formula that i generally recommend to my clients as a guide for creating questions to elicit out those components. So the first part is, is that emotional hook or that connection? Something, whether it be a piece of data, something that’s compelling, or a story that just gets people that initially engaged. So they want to continue to watch the next step, then is ah gratitude appreciating the people that are there the people that have already supported you recognizing them so then they personally feel connected. Engaged. The third part then is impact showing the difference that that their support up until this point has made to show that you have traction, and that your stewards of their support this far. Then the next step is really diving into the importance of the purpose of the mission. Why are we all here? Why is it important to support us then? The next step is to is to paint a picture of what the future can be. So this is where we are. But this is how much we can this is how many more people we can serve. This is the greater impact that we can do. And then then goes the call to action, which is this is how you can help. This is how you can be a part of us achieving this bigger future. And the final part is that emotional clothes wrapping it up, tying it back to either the mission or or completing the circle of this story that leaves them with this emotional connection. But now they’ve see why why we’re doing this. They also know how they can be a part of it and that’s the framework in which we start to create questions that we start to elicit out in each of the different interviews. Sherry, this is a real art because that’s a lot to pack into what’s probably gonna be, you know, like a ford of five minute video or so bad. It’s doable, of course. Yeah, yeah. And i mean, in the session, we’re going toe share case study where one organization was ableto talk about their recreational programme with kids, but at the end of the day, they were able to demonstrate how they had a fifty seven thousand seven hundred seventy percent return on investment in those chilled children in terms of really transforming their earning potential over their lives. Just buy this, you know, recreational after school program and talk about and your fund-raising appeal if you’re able teo to share those stories, talk about those kids experience and at the end of the day, say, oh, by the way, give us five hundred dollars, and we’ll turn that into two hundred eighty nine thousand dollars for these children over the course of, you know, their lifetime that’s, very powerful and, you know, checkbooks are flying nah bins what if we’re in our studio session and it’s not going so well? Our interview is not really loosening up very tense you’re not getting the kind of emotion you’re hoping for. What what can we do to you? Break that besides achy gong slap anything else we can do? Like in them in that moment? Loosen him or her up? Yeah, yeah, you know, first of all, i always try with something with physiology. So some physical movement, whether it be breathing or others just to kind of, you know, shake out some of the stiffness there. If that doesn’t work, then i should start to shift into what are they passionate about? We totally go off or off camera off mike now, mike, or even even if the camera’s still on, but i shift their focus on hey, you know what? What do you know? What are you most passionate about? Tell me about your favorite, you know, and start getting really personal, and when they start to then connect with what really means, you know something to them, then it slowly they slowly start to kind of open up in that way. So i found that to be really effective, it might actually be a good idea to keep the camera rolling or the mike rolling because you might capture something really good whether they know it’s being captured or not. They’re there more of these because you’ve broken that i see you looking the tension about okay, let’s, create anything you want, but i was just saying, you know, a lot of it is the magic and editing, so if you know that framework that yasmin laid out and you know, that’s, what you’re going for, your looking for those nuggets that you’re going to put into that framework when you go to create your video and edit it together. And that that’s a really good point. Sherry, is that you know, when you’re looking at the post production editing process, you wanna have someone on your team that understands the story framework here? Not just someone that’s really a great good, you know, an editor or your your brother in law who knows howto video. But someone who understands the purpose understands the story’s understands elements of marketing as well so that they can put those pieces together in a meaningful way. Alright, we have plenty of time together. So you took some now about postproduction. We moved into that suddenly, that was well done. Thank you, baizman. What? What more about postproduction? Aside from let’s not have an amateur doing it. What else? What else can we say? You know, post production actually starts with preproduction. Always found that it’s very, very important to know the roadmap rather than shooting a bunch of content audio or visual and then just dumping it on to someone and saying here, figure it out so it’s it’s it’s essential to be involved throughout the process s so that’s, really, the key part here and then the other part is, is to understand buy-in to have someone who really understands the dynamics of human conversation per se, you know, there’s certain ways in which people speak that are more flattering than others. And so it’s it’s a very subtle nuance of how to cut the foot the pieces and then start assembled them together and then tie in either music or other elements that enhance that experience, whether it be visuals or other things as well to it sounds like you’re strongly suggesting that this be done by a professional. Yes, absolutely on dh they be involved from the beginning? Not just that you’ve given them a raw video file, and now they have to try, too. Kraft, what you’re describing? Great. Yeah, yeah, i think specially for your your fund-raising appeal videos and maybe the things on your website you’re going to ask people to donate to your cause. But i think for and you can correct me if you disagree, but for your maybe website testimonials or other things, you know, in our session, yasmin’s going to actually do one. On his iphone so just depends on what the purpose again understanding what is the purpose of the video? Your beauty that’s an excellent point. Yeah, i mean, we were we were talking last several minutes about the least, i think the the video that shone at the gala that ideally is evoking tears and and moving a room of seven hundred people or, you know, whatever, but on the other end of the spectrum share your point is really well taken. This could be very low production value with somebody with an iphone on dh can still be very, very moving. Yeah, absolutely doesn’t the production values don’t have to be high to be compelling? Yes. Depends what your purpose is. Yeah, and and and again, it’s, just starting with understanding, understanding your purpose, understanding your audience, understanding your call to action on and then finding the right medium for that. Um, i’m still going. Yeah, absolutely. It’s it’s really about having a storytelling mindset, it’s about having a mindset of thinking about what? What are we doing right now? And is who is this meaningful for? And then let’s just capture that moment, especially with technology these days. With, you know, our smartphones or iphones or android phones, you know, the cameras and the equipment is so advanced and it’s, i mean, you could capture a great experience bar trying to do it in the dark, but, i mean, if you think about wow, if i’m constantly thinking about how can i share this moment with someone else and who would benefit and why they would benefit, then then you’re you’re ready to go and as far as, like professional editing, you know, quite honestly, people can edit themselves, but really, i find that, like ninety plus percent of the clients and people i work with it’s a tedious process and that’s something that if they can learn how to improve the quality of capturing the experience that they can handed off to someone else, even if it’s simple edits it’s accessible and affordable for just even the average person who’s just doing a video for their they’re easing or something like that by phone has been picked up his phone as he was talking for those who are not watching the video as a visual. So i mean, it’s just it could be just that simple. Sure. You look like you want to add something. No, i’m just a green. Okay, oppcoll we still have another couple of minutes left together. What if i not ask you that? What have we not talked about? It doesn’t matter what stage of it is, what more would you like to say? It’s a great topic, i think. Just a kind of reiterate it’s about thinking about this experience, the interview or the video really as an opportunity for for you to help someone else give and and the way that they give is through their insights and experience. So we appreciate the opportunity to be here with you, tony, to be able to share and so it’s a it’s, a conversation and it’s an opportunity to give, and i think that really, when you start thinking of it this way, it alleviates a lot of stress and anxiety around the experience. Yeah, i’d love to leave loved leave it there, but we still have a couple minutes left, so i’m gonna press it’ll further on something i was thinking about when you’re recording. Do we do we need tohave an interviewer? Or should we just let the person kind? Of go free form and on dh hit on the topic questions hoping that they’ll do that or we need to have an interviewer. I i think yes, i think so. And unless the person is experience and very skilled with being able to create a connection themselves with either the camera, they’ve they’ve had either training or they could do it naturally. But i would say that the majority of the people are looking to have an interview because the goal is to experience a moment of connection. And how can you experience a connection without having some other person person? Lester trained to connect? Yeah, yes, directly to account. And so to answer your question, yes. Ah, it’s important to have at least someone there to connect with. Okay, yeah, sure, because i think it’s not it can be very scripted, and we’re trying to avoid that scripted feel so an interviewer helps reduce that that scripted feel better, more connection, okay? And, ah, there is one story i’d like to share and it’s about giving as well, too, and sherry’s heard this story a number of times because we actually start third i’m speaking together here, but last year, we were at the non-profit technology conference, and both of us were there to writing. So you guys last year, samaritan picked you up last year we missed each other in d c. Yeah, so sure. And i were both staying with our good friends neil and heather. Now new one. Heather had this amazing ten year old daughter named kendall. And every morning when we sit down for breakfast, kendall would just light up the room and she’d ask questions, and she will have about a minute left. Okay. Okay, so, so so anyway, you’re trained, so i know what you know. I’m gonna tell party there’s just to the store here, and i will re kapin the session here. Don’t worry about the way we wanna hear your story. Okay. All right. So so then ah, went the last morning that were there. She just barely looked up from her bowl and i said, hey, what’s going on, you seem different and she said, yeah, i’ve got to go sell girl scout cookies today i said, well, what’s wrong with that. People love cookies she said, yeah, but every time i get out there i get rejected and so i said, yeah, gosh, you know, i totally understand, so i asked her i said, hey, candle, how much of your cookies she said they’re four dollars a box? So i said here, here’s, twenty dollars, once you give me five boxes, she said really has like, yeah, it’s like, but here’s the thing i don’t eat cookies myself and so she but i want you to do what what i want to do is i want you to give these cookies to five people that you’ve never met before. All of a sudden her eyes lit up, she ran to her mom and said, mom, guess what? We get to give cookies away then? And i said, now here, kendall here’s, the reason why i want you to give those cookies away cause i want you to know what it’s like to make someone’s day. I want you to see, hear and feel their appreciation, and then when you’re out there and you’re asking someone to ask by a box of cookies, try this instead. Ask them hey, is there someone in your life that you really care about? I’d like to help you make their bay by giving them a box of cookies. So what we’re doing is we’re creating an opportunity for someone to give and so similar to this interview experience when you create an opportunity to give you shift that dynamic, so outstanding, we’re gonna leave it there. Thank you very, very much. You your favorite cookies with thin mints, by the way about us so good on this. Emotions are number two yasmin win he’s, founder and ceo of vibranceglobal and sherry cheney jones’s, president of measurement resource is non-profit radio coverage of ntc twenty fifteen the non-profit technology conference, thanks so much for being with us deep pockets with maria semple is coming up first, wagner cpas they do go way beyond the numbers for you. They have got dozens of policy statements for you to download a wireless device policy like no talking or texting while you’re driving for business purposes. Segregation of duties for financial oversight this chart will designate for you who should sign the checks? Who should write the checks? Who posts the accounts receivable? Who approves the payroll? It tells you who to assign each of these task too, and a bunch of other tasks. There’s a whistleblower policy, a conflict of interest policy, a travel policy, dozens of policies too many for me to name them all, go to wagner cps dot com creek resource is then guides stop wasting your time using business accounting software for your books you aren’t a business you’re non-profit appaloosa counting is designed for non-profits built from the ground up to make your financial management simple and affordable. It’s fun to counting, advanced reporting, donation tracking and more it’s all in one easy to use software they’re at non-profit wizard dot com check that out now. Time for tony take two i cut down my five minute plan giving marketing tips to a video that’s about three minutes long took it all down twenty five to three did the phone segment on the august eighteenth show? If you want a quick refresher video, you can have the takeaways in a three minute video. Plus, of course, there’s a link to the full facebook live video it’s at tony martignetti dot com for those five minutes plan giving marketing tips that is tony’s take two and here is marie a simple with deep pockets. Maria semple is with us. She is the prospect finder, the trainer and speaker on prospect research. Her website is the prospect finder dot com, and her book is panning for gold. Find your best dahna prospects now she’s our doi end of dirt cheap and free ideas. You can follow her on twitter at maria simple. Welcome back from vacation, maria. Thanks, tilly. Great to be back here with you. I’m glad you are. Where were you on vacation? We took the kids who are both in college. We took them on spring break and went down to riviera. Maya in mexico. Was this a selling vacation? I know you’re an avid sailor. No, it was land based. But it was wonderful. We did get out on a little catamaran to play that they had available at the resort, you know, to take out on your own. Just, you know, a smaller one. There was fun. There were times where your college kids thrilled about going on spring break with their mom and dad and sitting on the beach instead of being with their friends and drinking beers. Actually, they were. They were just fine with it. And, yeah, we won’t address the other. Part of that, i’m sure if they’re below twenty one that i’m certainly don’t drink beers or anything, are they? They’re they’re of age. They put it that way. Okay, okay, um, well, i’m glad you’re back. Uh, we’re talking about finding pockets of of affluence in communities. This this comes up in your practice, it does. It comes up a lot in, especially when i’m doing seminars or workshops in front of live groups, you’ve inevitably always have somebody raised their hand and say, g, we we really like to know a little bit more about our communities in terms of affluence. What what are the more affluent, zip zip codes on dh then, you know, what is philanthropy looking like in general amongst high net worth individuals? So i thought it might be kind of interesting for us to take some time and talk about what some of the resources are that are available online to kind of examine. You know, both of those areas. Okay, before we go online, is there any chance of starting with your immediate internal resources, like you’re bored? You could could you start there, perhaps? Oh, yeah, absolutely. You could definitely start. With your board what what i think is usually helpful, though, is if you very often, if if you goto your board and try and have a conversation at a board meeting or a development committee meeting and just kind of say, well, who do you know, give us the names of everyone, you know, you know, sometimes it’s better to kind of have maybe sort of almost vetted list first to se gi these air, some people we’ve identified or these air some affluent zip codes we’ve identified in our region? Does anybody know any of these people, or does anybody know anybody in the in the zip code? Because then now you’re getting them to really focus in on some specific people or some specific communities, and then, you know, versus them just trying to figure out who they know in their entire world or roll adex, okay, so we’re going to go online to try to generate these resource is start t these resources to try to generate lists and give people names and communities and things like that, too, jog their memories. Yeah, i think i think that works at a little bit better for a lot of boards, because a lot of people are a little bit more perhaps reserved, or they say, well, you know, who is it that you want me to bring to the table here, give me a little bit more parameter around that. Okay? Well, you’re our diet of dirt cheap and free, so where should we get started with this? So, you know, the census pulls together a lot of great data about communities, and that really is the basis for a lot of these statistics that you can get regarding not only where income levels are and wealth, but how what the makeup is of the population, right? So this could have implications not only for the fund-raising side of your non-profit but also thinking about programs and services that you offer. And, you know, maybe you have certain services that are more geared toward females are more geared towards certain types of populations, maybe immigrants, so you would want to know how you know, what is our population, makeup and how well, with this programme are service you’ve made have a sense that this might be something that you want to offer at your non-profit but not knowing the exact make of of the community you you would probably be, you know, better off. Just kind of doing a little bit of research to see. Well, just what are the numbers of the people in that community that make up that population? Ok, how do we access the census data? So one source is directly from the census itself. It’s it’s called american fact finder. And the website is a fact finder to roman that’s, the numeral two three arabic. We know that’s the arabic numerals, right. The arabic numerals, right back finder to dot census dot gov. So that is a pretty good place to start, because what you can actually dio is you can put in your specific zip code that you would like to do a little bit of research on. And you can get information, for example, like the average adjusted gross income for that community versus the entire state. What charitable contribution deductions are in that zip code. So that could because tito that’s very interesting. Yeah, it’ll. So i had gone in in prep preparation for this particular show today. I went in and put my own zip code in and saw that the average charitable contributions were three thousand sixty two dollars, right? So if you’re trying to think about where tio really start mining specific communities, it could be an interesting way to see if that how about community compares to other nearby communities, and you can also look at income income statistics there you can look at income, you can look at average adjusted gross income. You, khun look att estimated median household income. Andi khun, look att house values as well. So i thought that was kind of interesting because a lot of people will say, well, g, you know it it seems to be that the communities where there might be hyre hyre home values could potentially then translate to higher income bracket and potentially hyre giving as well, yes, interesting so you can you can play with these different variables of income and assets and charitable deductions average terrible reductions in the right zip code, for example, in my zip code. One thing that i found to be kind of interesting when i looked at the estimated median house value in in two thousand eleven as it was broken down by race, um, the asian community came out highest at just over five hundred seventy five thousand. The next highest level was the white population at four, sixty nine and change. So it was interesting to see how, how even they can break it down by race, based on the information found and census data. Okay, and that’s all that fact finder to dot census dot gov, right and another site as well. Which is it? City dash data dot com mom, where you can look at a lot of this broken down but focusing first on the census site that i mentioned the fact finder site, you can download their data into excel spreadsheet. So i thought that was interesting, because then you can you know, if you if you needed to do any type of reporting at your in you can take those spreadsheets and share them with other people within your organization, be that, you know, staff, or or bored, you can also sort you can also sort by different variables, right? Absolutely. And then they also had poverty, statistics and statistics around veterans. So if you were looking to try and figure out where the poverty stats, where, you know, maybe you’re trying to develop programming for lower income children in your community or something like that. You can try and take a look at where those stats are also some non-profits are addressing the needs of veterans, and so you could try and determine what the numbers of veterans in our communities and trying to come up with programming for that specific population. Okay, that’s a very good one. I love that one. Ah, yeah. All right, you mentioned city hyphen data. Dot com city data city data dot com there’s a hyphen in there? Absolutely. And i can put these on your facebook page, if you like after the show. Well, yeah, i’m going to do the takeaways and i’ll have a bunch of them. But you, khun, you can then add some or two you’ll be able to add beyond what i what i put in the takeaways. Okay, okay, terrific. So there again, you can search by zip code and again, you can look at the those adjusted gross income figures, charity contributions, home values again broken down by race and so forth. And, you know, you can a lot of the data you’ll you’ll note it’s laid out a little bit differently. So i think what i would say to your listeners is checked both of them out. See what type of information it is that you want to pull out of this. Andi, see if if if the data is going to be useful for you, it’s presented a little bit differently on the two websites. But i have a feeling that the actual core of where all the data is coming from. It’s really? All from the census. Oh, interesting. Ok, same data differently presented. So youse both lookit lookit? Both. Okay, absolutely. This is an example. You know, i love this example of ah, value that the government provides us through the through the census. Yeah. It’s all it’s all there, it’s free. And so why not take advantage of you know, all of this? All this work legwork somebody else has done for you. What else you got for us? So then i was beginning to think about, well, let’s, look, a philanthropy in general and the mindset, perhaps, of high net worth individuals and two interesting studies that are out there. One is by bank of america. They do a high net worth study on the last one was done at the end of two thousand twelve and another a source that i do want to give some time to talk about is the chronicle of philanthropy because they did something in two thousand twelve called hyre how america gives you remember that and the make of america’s study it is quite lengthy. They do have an executive summaries well, and that girl is a bit longer. So but of course, if you if you just google the bank of america hi network study, you’ll get right to it as well. But what i thought was kind of interesting is that, you know, that they profile how the high net worth individuals are giving now. So where the state of giving wass and at that point in time when they did this study and also how they might be projected to give so i would really encourage the non-profits to take a look at that, especially if they’re looking to, you know, really increase their individual giving program. Ah, most high net worth individuals just to kind of understand where the mind set is for these individuals. Okay, so this is sort of after you’ve identified people that this isn’t really to identify pockets of affluence in your community, but how to deal with those affluent populations, right? Why they why they give what motivates their giving? What motivates their giving? Right? So trying to trying to figure out where they’re giving, where, where might it be going? What is their mindset? So it’s one thing to be able to identify those pockets, but then how do you interact with them? How do you take that data and make it useful for you? Right? So one thing that i found interesting on on one of the pages of the report was that of that particular report was that the high net worth donors are increasing, they’re increasingly directing their gifts towards operating support. Ah, and this is something i get all the time. When i hear at my seminars, people will say, well, you know, the foundations and corporations they really want seem to really want ty, they’re giving to very specific program, nobody wants to fund operating support, but here in this report, they’re saying that they are open to the high net worth individuals are open to ah e-giving you contributions toward operating support. So i think that this is a huge opportunity for non-profits to focus up, because obviously these donors do understand about overhead. They understand that there has to be money for the lights and the heat, et cetera, and i think that you can easily direct some of your conversations to that. That sector. All right, we have to. We have to take a break for a couple minutes. Maria, when we come back, we’ll keep talking about these deep pockets, how to find them. We’ll talk about that chronicle of philanthropy survey, and i know that you have some others, so everybody stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from a standup 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 naomi 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 clamber station top trends, sound advice, that’s tony martignetti, yeah, that’s. Tony martignetti non-profit radio. Oh, and i’m travis frazier from united way of new york city, and i’m michelle walls from the us fund for unicef. More live listener love going abroad, sweden, iran and carefully uk but it’s not spelled carefully like the word of course, i could be bringing mispronouncing it, but it looks like carefully to me. C e r p h i l l y welcome live listen, love also tampa, florida, atlanta, georgia, moorestown, new jersey and two unidentified in the u s so if i didn’t say your city, your state, you could be you could be masking, which which which i can’t say i blame you for, but we know you’re out there. We see you very vaguely somewhere in the fifty states. Maria simple. I want to thank you for including a picture of me on your the prospect finder, micro fiber cleaning cloth. Thank you like that. I don’t know how i feel about my face being smeared across people’s monitors and smartphones, but but i think there’s a little picture of you and me in the studio, on the arm, on your cleaning cloth. Thank you very much. You’re very welcome, very welcome. So i decided that sometimes that some of my speaking engagements i might be able to hand that out and be a nice little thing that people could keep and think about our faces for years to come. And i noticed, too. If i if i stretch it vertically, it makes me look hydrocephalus. Oh, my goodness, i haven’t tried them, and if you stretch it horizontally, then looks like i’ve gained about one hundred twenty five pounds. Can i send out some listener lovas? Well, three times? Well, because of your show, i was asked to go and speak to women in philanthropy of western massachusetts back in february, and they’re huge fans of your show. And so i just wanted to give a shout out to them and say hi, thank you very much. Women and women in philanthropy western mass and they’ve invited me to come, but they’re booked until, like, next mayor april or something like that. Twenty fifteen not talking about this year. They’re booked until spring of next year sometime. So tired. Organized group. Yeah. I have time to make my reservations. Um okay. Let’s. Go back to our deep pockets. Was there anything more you want to say about the bank of america study of high net worth philanthropy, or we finished with that? No, you know it’s very in depth, really good projections i found on pages sixty three to sixty five of the study of how they’re giving now and how they’re projected to give so people are feeling a little overwhelmed with study, and they want to at least try and figure out what wears what this all means for me. And where should i go with it? I would say they should focus on pages sixty three to sixty five study that’s incredibly valuable, because and so is the fact that you said earlier there’s an executive summary, because if i was listening and i heard sixty five pages in a survey, i think i’d move on to your next suggestion. But that’s, just me, but it is called the bank of america study of high net worth philanthropy, and as marie said, you can search for that and get it for free. What do we got over the chronicle of philanthropy? This how america gives thing. So what they did back in two thousand twelve, they, uh, they decided to make an entire map of the united states you can put in your zip code and get a lot of data. On where philanthropy is for those specific zip code. So i thought that was kind of interesting because, as you know, the chronicle is one of those resource is that a lot of people really rely on. Um so when i gone in, i put my zip code in, i took a look at they give a breakdown by total contributions what the median contribution is. And then they also give you the median discretionary income. Um, and then they give it as a percentage, they give you the percentage of income given. So i thought that was it was pretty good. They give a breakdown as well by demographic. So you just have an idea. You can look at a breakdown by age, race as well as education level of the population. Uh, just in case that was of interest to you. And they give a breakdown by income level of giving. So if you wanted to see, like they break it down between the people who make between fifty, the study basically starts at assuming on income level of at least fifty thousand. So fifty thousand to one hundred, and then one hundred, two hundred, two hundred. And up and then all income levels help me understand how you would use all these sites. And i know there’s another one one of two we’re going to get to but some claim gives you ah, project a task a need. How would you use all these different sites? You go to all of them? Or do you? You find some from some sites and other info from other sites. How do you approach this? Well, it really depends on what specific piece of information they want. Most of the time they’re giving me the name of an individual. Teo actually profile for them, and other times they might come to me and say, well, you know, we’re interested in it banding and doing some proactive prospecting, you know, where are some of the more affluent neighborhoods that we should be looking to perhaps hold cultivation events? Um, sent mailers out, too, so they’re just trying to identify what are those pockets near them that they should be potentially targeting if they want to get into some proactive prospect and get some new names of people associated with their organization? Right? And if that’s your that’s, your charge, the ladder to find those pockets. How would you how would you approach that? So i would probably go. Teo, both chronicle of philanthropy study, as well as the census data to try and identify where those hyre income levels are and those those locations where people are giving more. So they be more of, i guess, the more likelihood of success if they’re both approaching people with higher incomes and also are accustomed to giving hyre levels of money. Okay, okay, on. And then, of course, you have to devise. You know, what is going to be our plan if we want to go to that entire zip code? What? You know what? What are we going to do? Are we going to divide the mailer to go to all the households there’s in every door direct program, for example, that the post office runs where you can target specific zip codes? Um, every every door direct, no shoot. Right? We’re out of time. Let’s. Hold that every door. Direct, let’s, let’s. Talk about that next time. And ah, unfortunately have to leave it there. So there are some other resource is that you have? Which we will include? You can add to the to the takeaway is that i do on the facebook page, okay, sure, absolutely. Thank you very much, maria simple, the prospect finder at the prospect finder dot com, and on twitter at marie. A simple thank you, maria thank you next week, run like a business and program you’re bored. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. These are our sponsors weinger sepa is guiding you beyond the numbers. Wagner, cps dot com you’re not a business you’re non-profit apolo see accounting. It is software designed for non-profits non-profit wizard dot com, and we be spelling supercool spelling bee fundraisers we b e spelling dot com creative producer is claire meyerhoff. Sam liebowitz is the line producer shows social media is by susan chavez, and this music is by scott stein be with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be green what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you gotta make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe, add an email address card. It was like it was phone. This email thing is right and that’s, why should i give it away? Charles best founded donors choose dot or ge. Somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gift. 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Nonprofit Radio for August 18, 2017: 5-Minute Marketing for Planned Giving & What’s Fair Game?

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Me: 5-Minute Marketing for Planned Giving

The best person to reveal my wildly simple Planned Giving promotion tips is me.

 

 

 

 

Maria Semple: What’s Fair Game?

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Info you find on LinkedIn about a potential donor belongs in your report on the person. What about Facebook and Instagram? What if the tidbit is embarrassing or compromising, but valuable to your org? Should you friend prospects to learn more? Maria Semple walks us through the ethical conundrums. She’s our prospect research contributor and The Prospect Finder. (Sounds much more interesting than the first segment.)

 

 

 


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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. Oh, i’m glad you’re with me. I’d become fei broke calcification if you hardened to me with the idea that you missed today’s show five minute marketing for planned e-giving the best person to reveal my wildly simple plan giving promotion tips is me oh boy, i don’t know what i’ve gotten into, but i’m here and what’s fair game info you find on linked in about a potential donor belongs in your report on the person. What about facebook and instagram? What if the tidbit is embarrassing or compromising but valuable to your organization? Should you friend prospects tto learn more about them? Maria semple walks us through the ethical conundrums she’s, our prospect research contributor and the prospect finder this sounds much more interesting than the first segment and ah, much easier sarrantonio take two planned giving timing we’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com, and by we be spelling super cool spelling bee fundraisers we b e spelling dot com all right, well there is not a guest to welcome because, uh, i’m it, um, it’s a little awkward, because although i do a ton of speaking training this, you know that i don’t know, i think it’s very different that’s on a stage, people expect to hear me because i’m in the program it’s not like i just walked in, but i have crashed a few conferences, but they never up on stage. It hasn’t been successful yet, but those aside, you know, i’m in the program i mean, i mean, alright, i’m in today’s program it’s been booked, i’m booked for the spot, but the show is never been me sharing, you know, for, like, for a full segment. What? What i purport to know about planned e-giving or charity registration. You know, i filled in from time to time. Ah, guest is lead or a segment ran short maybe a pre recorded thing man short. And so i would fill in for, like, five minutes or seven minutes or so think is probably the most, but this is, uh this is a different one. This is different experience. Andi, i’m ah, i’m a little nervous about it. My voice just cracked like i’m a fourteen year old. Um all right, well, i mean, i certainly capable, but it feels weird that’s what i’m saying, it just feels different. This is not my typical venue for me to be speaking without having somebody to talk to. Let me just do a little technical detail first, sam is the facebook shared on facebook live shared on the non-profit radio page, can we, uh because i don’t want it just on my personal pager doing facebook live today? I don’t know if maria simple is going to do facebook live on her end, but you’ll you’ll certainly be hearing her when when it’s her turn. But look at me. I’m already rushing to the second segment already know this is this is okay. Not yet. Not yet. Maria, hang on. Okay, so you want to share the facebook live to the non-profit radio page so that it’s called tony martignetti non-profit radio. Okay, i have to do it on mine. Okay, so ah, i apologized, teo, podcast listeners for ah, for this. You know, just give me a little technological moment, okay? I’m in my facebook. Ah, i see. Live what? Ah, sam’s. Gonna say, i’m gonna take my phone and take care of that and of course, you know, we’re gonna get to the five minute marketing tips. Just hold your horses. You’ve got a nerve, you know, nervous guest. Okay, sam is going to take care of that. So five minute marketing i haven’t expanded version of this that i have done at conferences runs on for ninety minutes or so you’re not getting that version. Don’t we’re going to keep to the toe? Keep to the hour. Okay, but, you know, i mean, if you want me, tio training your conference. I love teo. I love to speak just this is today’s a little weird. So so here’s what? I ah anticipate we’re going to cover very briefly. What plans giving is we’ll make sure everyone’s on the same page with that. What kinds of non-profits benefit? Like what? What do you need to have in place before you can start your plan giving five minute marketing. Okay, on dh. What? The radical revocable planned gift are that that we’re going to be talking about marketing for and there’s a lot more plan giving beyond revocable but that’s what’s going to talk, you know, which is like scratching the surface, you know? Well, it’s, not bite off too much. I want you to get going with plant. E-giving and it doesn’t have to be in depth. So we’re starting with the revocable, and then we’ll get into the marketing tips, which is the bulk of book of our time. Okay, i’m feeling a lot more comfortable but it’s still also a little weird now, it’s like fifty, fifty instead of like ninety ten on the weighted to the weird side now, it’s like fifty fifty okay. Plan giving this’s a method of giving that is long term, involves the donors consideration of their long term plans. Their state plans a retirement plans very different than asking a donor, too, right? A fifty dollar check or even a half a million dollar check or a five million dollar check. These thes gif ts involved more personal considerations of family on dh. How your charity fits into their much longer term plan. And then, typically, these are cash to your organization when the donor dies. So again, long term, if you get a sixty or sixty five year old to include you in their will, they’ve got a twenty five, thirty, thirty five year longevity. So long term. You need to have this long term view of fund-raising. Your board needs to have that. We’re going to get to that board support. But this is not the type of giving that is going to pay the five year capital plan. Or or, you know, any kind of immediate immediate budget needs that you have. This is long term fund-raising. I want to stress that the outset that this is not on ly for your wealthy donors, i mean, the five minute mark in tips i’m going to be giving you these these quick ideas, these air, we’re going to be doing these for all your donors. We’re not getting into discriminating by age, um, because these are easy tips. So i want you to know that these are ideas that are appropriate for any donor-centric to get to this is not on ly for your wealthy donors and all of plant that applies to all of planned e-giving people are very modest means can be terrific planned give prospects i literally mean, if they have been giving you fifteen dollars, a year and they have been doing it for many years, like twelve of the past fifteen years, or eighteen or nineteen or twenty years of the past twenty, they are great plan giving prospects. This is not playing e-giving is not only for your wealthy donors, please take that away and that does not applied on ly to what we’re talking to about today. All of planned e-giving people have very modest means, very modest can include you. In their state plan, the smallest plan to gift i’ve ever seen was a thousand dollars in someone’s will and that’s very rare that i’ve seen that only a handful of times in twenty years. Thank you seventeen twenty years i’ve been doing plan giving only seen a couple seen that a couple of times the average charitable bequests in which you’re gonna be talking about a lot about will’s requesting a will, the average is around thirty six to thirty seven thousand dollars is the average bequest, so please take away planned giving is not on ly for your wealthy donors. Um, we’re going to ah, i just got, you know, we’re going to take our break now, and when we come back, then we’re going to get into what you need to have in place, what kind of non-profits benefit what these revocable gifts are that we were talking about and the marketing tips stay with me. 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 since people joining us because that voice again joining us on facebook live. I gotta gotta shout them out. J frost hello. Thank you. Interesting subject. You’ve had me. Uh, jay, didn’t we set something up there? I speak about this. Or maybe i did charity registration for you, but j, are you running for congress? I heard that. I don’t know if it’s true. Let me know if you are running. I admire that very much. If you are. If you’re not, i, uh i still admire you, but you’re a little more lackluster than if you are running. Jackie likened jackie, laken maria and and that’s it okay, so far so far. Ok, cool. Thanks for being with me on facebook. All right, let’s, get into which organizations benefit right now. By the way, i feel much more comfortable now. Now. It’s like ninety five five in my comfort in this format, speaking alone. All right, so what do you need to have in place? You need to have individual donors? If you are strictly grant funded government funded fee for service funded, then you don’t have any potential for plan giving. You need to have individual people e-giving from their pockets and that’s distinguished from people who get you corporate gifts from their employers. That’s different you need to have people giving from their pockets, maybe it’s just your board. I hope all your board is giving from their individual pockets. They certainly should be. Lots of guests have made that case over the years, but, you know, it’s limited to the extent that you have individual donors, if you have lots of people who give individual gifts and great that that is a prerequisite also some longevity i’d like to see at least five years in an organization, because what are we asking the donors to do put you in their will or their other long term plans? Retirement said retirement or state plans inherent in that is the belief that your organization is going toe outlive them. And even though there’s, great passion and even fury sometimes around, you know, new organizations, they’re going to live forever. Your donors don’t may not have the same confidence probably don’t that you do when you’re a brand new organization, so i’d like to see at least five years that gives some confidence that your organization will survive the people who make these plan gifts for you some depth to i’d like to see more than just ah, founder and one or two people, same reason longevity, you know, you might have small potential again. Maybe just you’re bored if you’re just a founder and one or two people. But ah, outsiders is going to be much harder to persuade outsiders that you will survive them if ifit’s a tiny organization just a few people. The long term view of fund-raising i explained why before this could be thirty years waiting for cash to come to your organization. So you need to have a long term view of fund-raising um, and you’re bored metoo needs to understand that building endowment, i hope every knows what endowment is just in case endowment is that fund that you never spend the principle of you only spend, eh? Well, you may not. You only spend income and you may not even spend all the income you have a very good year in your returns, you know, in eight or ten or twelve percent year because non-profits are typically conservatively invested, you’re probably not spending that eight or ten percent, you’re spending a lot less like half of that because they’re going to be years when we turned your lower but that’s the purpose of an endowment isto live perpetually live forever. Hopefully, you’re never spending more than income and plant giving is perfect for building endowment because so many plan gifts are unrestricted and they could get put into that endowment fund, and even a lot of the restricted ones can go to endowment of creating endowed funds for aa program of yours. Ah, scholarships or popular if it’s ah, you know, if it’s some kind of school college, anything you know, really a donor could endow just about anything programmatically, as long as you are willing your organization’s willing to continue that program. So plan giving very good for building endowment. That board support. I mentioned any new initiative. If you’re gonna start planned giving, you need to have the board on board and aware of the long term nature of these kinds of gifts six months into this, you don’t want to boardmember complaining, we haven’t recognized any cash. You’re spending time, even if you say it’s only five minute marketing and but where’s the cash you don’t want that so set the expectations correctly at the outset, but your board members know again long term could be twenty, thirty years for some donors until the cash is received by your organization and any type of mission. I really don’t care what you do if you’re saving animals the sky, trees, educating, feeding, sheltering what else can we be doing? You know any of the charitable missions, anything religious, anything, social service, cultural museums. I worked in the north buried, um, you name it. Anything charitable, it doesn’t matter. Everything i’m going to sixth explain applies for you fund-raising across all charitable missions guaranteed um snusz cj frost in answer didn’t answer whether is going for congress. All right, maybe he’s not. Oh, not yet. He says. Not yet. Okay, well, getting there? Yeah. It’s easy for me to say. Why did you do it? Tony? Martignetti plant giving. So when we are ah, yes, this is this has come up for me a lot. Sexism. I want you to avoid not giving women the attention that they deserve in planned e-giving this goes back to january two thousand eleven, you can go to tony martignetti dot com could see the block post. Just just search sexism. A tony martignetti dot com. You’ll see the post i did and one of the comments. So what i’m what i’m quoting now from is from a comment not me surprise, not quoting myself. There were women who said that they had dropped hints, left messages, sent emails or boldly said something about a state planning and planned e-giving two non-profits that they had been supporting and this was more than one woman, it was one comment or talking about friends of hers, and they have been ignore it. I don’t know how that could possibly happen that is gross negligence and oversight just don’t don’t ignore women. I mean, they have money and they live longer than men, so a lot of men are giving the money to the women. But even if they didn’t, even if they had a shorter life span, they’re still half the population, women have wealth, and they want to support non-profits, so i don’t know how these hints, messages and bold statements could possibly be ignored. Don’t let that happen in your office, it’s gross. All right, we’re moving now to the what what types of gifts i’m talking about. The revocable plan gifts the three. I want to focus on our charitable bequests, that’s, a gift in your will. I got more detail on that living trusts to type of trust that people set up is not charitable purpose. It’s not set up for charitable purposes, but you could be a part of it and being named a beneficiary. Okay, those are the three revocable gifts that were focusing on today. There’s, a ton more you, khun do cracking again, oppcoll sip. Pardon me. Ton more you can do with planned giving, but oppcoll um, i’m only focusing on three things today that these three revocable gifts cherokee, facebook live says yes, we do. Tony yes, women have money and they want to give it don’t ignore them. All right, so these are the three revocable gifts that i’m focusing on because, you know, it’s only a half an hour now and now i feel like i don’t give myself enough time she’d done the whole show. Maria simple, you’re out, you’re out. I’m going out for sixty, all right? No, no, uh, let’s. See? And i want you to know that you can have a very, very respectable planned e-giving program just by focusing on these three revocable gifts, your organization may not be big enough to go any further, and that is fine. And you can have a really respectable, successful plan giving program if you just focus on these three types of gift. Well, you’re already feeling like i’m going to run out of time. All right, all right. So please take that away along with its not only for your wealthy donors. Please take away that you could be a very successful planned giving shop just focusing on these three revocable gif ts absolutely you’re bigger. You want to go further? Absolutely, andi, i worked a lot of organizations that do but also work with a lot that don’t all right. This charitable bequests again, it’s a gift in somebody’s will it’s the most popular kind of planned gift by far, you can expect like seventy five to eighty percent of the gifts that you get to be gifts by will. Why is that? Lots of reasons people don’t have to tell you that they’ve done it? It’s private, we always asking we always want people to tell you because you want to be able to say thank you, but they don’t have to, they can change their minds. This national statistic is like four percent of people change their minds after they put a charity in a will so it’s highly highly unlikely, but you don’t want to be in that four percent. You’ve got to treat your donor’s well and it’s comforting to donors to know that they can change their minds because that’s why a lot of donors don’t tell you because they feel if they do. Tell you, they then have an obligation not to change their minds. We all know that that’s not true. You can change your will anytime you want. I cut my wife out routinely every couple days. There’s. Nothing left for her, but u s so it’s comforting to your donors to know that they can cut you out, even though it’s highly unlikely. But it’s a reason that’s another reason that gift by will are so popular because it’s comforting to donors to know that no lifetime cost this is money that comes out of your state. Lots of people have charity they’re supporting, they wish they could doom or than they can while they’re living. I’m in that situation, but they can do for you cracker voice again. They can do for you mme, or they could do more for you in their state so that maybe their ultimate gift has to be for a lot of people again, remember modest, modest means donors of modest means. They wish they could do more, but they can’t, but that’s an advantage in that there’s no lifetime cost to these. Okay, that’s really? Pretty much all i want to say about requests. No, except for do they get a charitable deduction. Doesn’t matter because these are people who love your love. Your non-profit they’re already donating to you. These are the kinds of people who’re gonna include you in their will. So the charitable deduction, the estate tax deduction who knows what the state of it is going to be in the future? We have no idea, even within the next couple weeks and months, let alone twenty, thirty years from now. But that’s not the primary motivation for most planned gift it’s not that it’s, not the state tax deduction, so don’t worry about it. Okay? The other one, we won’t talk about his living trusts. As i said, it’s set up um, teo, not for charitable purposes. They set it up. People set it up for expedience to get get things out of their state faster. It works because there’s not a court supervised process like if if like it isn’t with a will called that you might have heard this probate process jargon jail, but the probate processes the court supervising the distribution of your assets after your death and by the way, i was death, you know that some people like to i don’t kind ofyou from eyes passing demise. The fact is, you know, we’re going to die and that’s ah that’s, just a part of planned e-giving and when i’m not saying, when you talk to a donut, you’re saying, when you die, we want you in our will we want to be in your will i’m not saying that, but between professionals, you know we can we can say death so that’s what probate is that court supervised process and the assets will get to ah teo ball beneficiaries quicker through a living trust and that’s typically white set up what’s your part in it. The trust has to say what happens at the donors at the death of the person who creates the trust. That’s, your donor has to say what happens. Ah lot goes to my husband, children, husband, wife, children, grandchildren, your charity khun b also one of those beneficiaries at the person’s death you could be named that’s. What? That’s what the value of the living trust is and the third one recovering is the name the beneficiary that’s? Just i’m gonna stop calling out my voice cracks that’s. The last one. I’m calling out the name beneficiary. Anything that has a death benefit. Think of life insurance, that’s, the most common example. You’ve got to decide where the death benefit is going to go, when, when, when you’re where’s, the money going to go most of it goes to husbands, wives, children, grandchildren. But maybe there’s a percentage for your charity. Five percent. Ten percent somebody can carve out. We always say family comes first. But after that, how about a small percentage for for our charity? But going beyond life insurance, some retirement plans, iras four oh, one case for three. B’s cept the small, small employer pensions. Some commercial annuities have death benefits. Some checking and savings accounts have ah, on brokerage accounts have have death benefit metoo them. So anything that has a death benefit your charity can be named all right now we’re getting into the actual five minute marketing tips that i have let’s start with events, drop a few speaking points into remarks were already hosting the event is not a plan giving event but any kind of gala. Any event where your c always speaking that’s probably everyone get them to say something about planned giving. You just need a couple of sentences. This’s. Not even well, i was gonna say not even a full paragraph, but two sentences. Khun b paragraph this is not even a full minute literally. I’m excited. We’ve kicked off a campaign to encourage you to remember us. You know, the organization in your will, it’s, very simple to do and secures our work long into the future. For instance, you know, then you can name a program or something that could be that could be endowed. I was talking about earlier, perpetually, or you could just, you know, rattle off program that you have. You know, you can support any of our great programs. You want more information? Talk to there’s a director development in the corner, you know, you know her. Talk to me. Talk to whoever it is. That’s it it’s like three, four sentences, quick it’s not the main part of the event by any means. Just we’ve kicked off a campaign. That’s a little news hook. It was something interesting kicked off this campaign. Love for you to be a part of it. It’s so simple you couldn’t tao any of our great programs support any of our great programs in the long term. Please talk. Teo. Whoever it is a t end of the program that’s it. I didn’t even spend a minute. Good thinking. I’m gonna run out of time. I should have we’re simple, you’re out. Um okay, five minute marketing was teo. So moron events pretty a program. You already printing a program for pizza? Put something about plan giving in the program. Put a little mention, you know, i’m the evangelist for plan e-giving without the religious overtones of evangelism, but you know, you’re doing the program. Same thing we’ve kicked off a campaign. I’m like dictating it to just start writing. We kicked off a campaign to encourage you to remember us in your will, it’s, so simple to do, secures our work long into the future. Your attorney is going to need our legal name, address and tax id. Here they are. Boom that’s it. Can you put that in your program? But you can or, you know, if you don’t even wanna go that much, just say we kicked off a program. Talk too. Whoever it is, whatever the contact person is. Please. I would love to talk to you today. Get something in the program again. Not spending any more money. You’re already producing programmes anyway. Kayman sample ward is on social media contributor and the ceo of and ten the non-profit technology network out in the prophet oregon. Yes. Wonderful. Welcome, amy. Well mmm. So many. I can’t name them. Uh, not that many more. A couple more. We gotta live. Listen, love too. That’s coming later with second segment. Okay, um okay. That’s it for events again. You not spending any more money already producing the program? Say something. You put something in your already speaking put in a couple of dropping a couple sentences. Oh, my gosh. Print channels. You doing newsletter? Or whether it’s print or email put in a sidebar with the same thing we’ve kicked off a campaign love to have you participate it’s so easy all you need is our two included to include us in your will. Well, you need your legal name, tax id and address. Here they are. Boom! Drop that into a sidebar on any whether it’s print or digital your annual report. Whether you do a printer digital say something about planned giving, innit? Also now i know some organizations i know are getting away from naming donors. I’ve learned that that’s in their annual report, it was always so cumbersome, you get the misspellings and i got so embarrassing the wrong levels. But if you’re naming them, if you’re naming donors in the annual report include your plan giving donors any direct mail you might be doing joppa buckslip in, you know, that’s, a book of your buckslip two third of a page, you print three and page drop it in the same thing that i’ve been talking about kicked off a campaign love to have you participate all your attorney needs is our legal name, tax id and address here they are boom drop that in it’s a third of a page doesn’t cost any more doesn’t increase your postage um, while you’re doing that while printing on direct mail printing envelopes on the envelope flap the flap that you’ve got a print, the envelopes anyway a checkoff box send me information on including your or the name, of course in my will we’ll check off everybody reads that everybody sees the envelope flap so easy i think i gotta wrap it up down i say, sam nods all right, so, uh well, time flies. Holy cow. It’s amazing. This show is out of control. What a show! Um, okay, that’s, five minute marketing for planned giving and what’s fair game with maria simple is coming up first pursuing acquisition campaigns. You need more donors, new donors, it’s their next free webinar on acquisition campaigns getting your new donors what works to inspire that first gift. They’ll have lots of examples actionable strategies which i love you know, i’m always drooling down with guests. I don’t know if people get annoyed but durney bluhm welcome on facebook. Cool. Thanks for joining me. Um, i know people get annoyed. I know listeners. Don’t have guests do but drilling down to actionable steps? I don’t like vagary, i don’t like ten thousand i mean sometimes ten thousand feet, yes, but then we got to drill down. You got to start it. You start high level but then we drill down to tactics. Who actionable steps that’s what i love and that’s what pursue is going to have in this in this webinar that’s? Why they’re that’s, why they sponsor non-profit radio for pizza and so s so now where do you go to register gnome or pursuing dot com click resource is took their bernard no that’s out. Don’t do that. Go to the custom, earl. They have a landing page for non-profit radio listeners. They stepped up their game so we’re stepping up. We gotta step up our game and i need listeners to go to this landing page. So, tony dot m a slash pursuant with a capital p please. In bentley, it matters. You gotta have the capital p in pursuing tony dahna slash pursuant that’s where all the pursuing registrations are going to be from now i’m for now provoc radio listeners i announce our three fifty that they pursuing has, uh, renew their sponsorship. So grateful for that, tony that m a slash pursuant capital p for the acquisition campaign’s web in arts on august thirty first, but if you can’t, oh, it doesn’t really matter, because if you can’t watch live, sign up there on that landing page and then you’ll get an email that tells you when the archive is up. But if that happens within forty eight hours of the live, so if you can’t make the r live watching archive, sign up and you’ll get an email tells you how to watch the archive. Tony dahna may slash pursuant, we’ll be spelling. Please watch the video. See what a fun night of millennial fund-raising looks like that can be yours. This could be your fun night it’s devoted to you it’s not so there was some confusion. Some people thought it was a bunch of charity’s one night. No, we’ll be spelling hosts this for you, for your charity, a night of live dance comedy, um, music, live music and spelling and fund-raising for your organization, this could be cool for any millennial supported organization. If you’re trying to acquire millennials on dh encourage them in get them activated or if they’re already supporting. I don’t know. Uh, i know any sample or do you still on? I don’t know. I don’t want anybody on the spot but intent should consider ah, we’ll be spelling. Um, okay, so check out the video. We b e spelling dot com and then talk to the ceo alex career. You know, he’s a nice guy. He was on the three, fiftieth. Just pick up the phone and talk to him. We be the spelling dot com. Now time for tony’s. Take two and, uh, plan e-giving what do you know? What a coincidence. See how this show is orchestrated? This doesn’t just happen. This is a thought goes into this. Or you could say i have such a limited before that the topics have to coincide because i got so i got so naturally that’s going to come up have to sound the same show. No that’s, not the case planned giving the timing does not matter. I want you to get started with plan giving using those five minute marketing tickets i gave you. And it doesn’t matter when you get started. It’s not, you know. This is informational it’s educational it’s not write us a check. Now you know it’s, our it’s, our annual campaign it’s not like that this’s informational stuff educational donors are going to do it on their timetable, but you’ve got to stop start marketing and promoting the idea. That’s okay, so it doesn’t matter when you start so today’s friday for the live listeners yourselves, the weekend maybe take monday to talk to your ceo tuesday should be starting five minute marketing tips in plan e-giving that’s what i would say so give yourself till tuesday on dh for people listening podcast and of course, our affiliate listeners. So that’s, give yourself three days and then on the fourth day on the fourth day, he said you should begin plan e-giving that’s when the light comes, i don’t think it was the fourth day, but i’m not. I’m not steeped in genesis, okay, the video if you need more promote if you need any more encouragement than that, you could watch my video promote planned giving your timing doesn’t matter. It’s at tony martignetti dot com that is tony’s take two. Maria simple has been patiently waiting. You know her? Aside from a patient waiter, she’s, the prospect finder she’s, a trainer and speaker on prospect research. Her latest book is magnify your business tips, tools and strategies for growing your business or your non-profit she’s. Our doi end of dirt cheap and free ideas. She’s at the prospect finder dot com and at maria simple and she’s on the phone. Hello, maria. Hello, tony. How are you today? I’m doing great. My voice krauz i said i was gonna do that, linda, like kowski joined us. Hello, linda. Jackie liking says hello from noven health. Hello, jackie. I wish you were coming to the beach. She bagged out on me. Um okay. Maria? Yeah. It’s good to talk to you. Last time was very brief on the three, fiftieth that’s, right? That’s, right? And so now we’re plugging ahead to your for four hundred shell, right? That’s? Correct. It’ll be july twenty eighteen. Absolutely. In the meantime, way want to talk about ethics and what’s what’s fair game. What? You deal with this every single time you’re doing an assignment for a client, right? Yeah. Yeah. That’s. Right, tony, i mean, you know, when we’re talking about prospect research and we’re thinking about all the various tools that we have available to us as prospect researchers, you know, we have to think about what’s available in the public domain because that’s, the thing that’s going to be really important, keep in mind that a donor has the right to come in at any time and asked to see what information you may have compiled on them. So you want to make sure that that you’re always using sources that are available in the public domain. So where we kind of get into some gray areas are in the area of social media sites? Yes, okay, and i think that’s a very, very good test never put anything in your c r m database that you wouldn’t want a donor to read, i think that’s a good test. What do you think? Yeah, yeah, and and i think even even in the way that you’re writing up your reports, try and think about it as an investigative reporter trying not to put subjective statements in there, even if they may have been sort of subjective statements that you might have heard, you know, through the grapevine from volunteers or board. Members or whatever about somebody’s lifestyle or their marital status or whatever it may be, you know, try and just put a statement in there, you know, like whatever the couple divorced in x y z, day ten, you know, leave it out that i don’t think anybody would take offense to that very objective. A bunch of people just join us on facebook. So i got to tell you that we’re talking about the ethics of planned, of, of prospect research and what’s appropriate to be documenting and finding about potential donors. And i want to welcome michael zeller, attorney in north carolina. Just charlotte just hosted an outstanding fiftieth birthday party. Oh, my god. Michael, that was outstanding. You know, i know that. You know, i feel that rob maker. Good to see a rab. Welcome. And dahna gillespie dahna collectibe rivera, but i know it. I know. He’s dahna gillespie. Welcome. Um, okay, so but there can be great value in the end. What you find in social media, of course. I mean, people put a lot of stuff on social and their privacy settings are typically, i think, generally not set the way they want them. And but so there can be a lot of prospect research gold in in the networks, right? Yeah, that’s, right? So, you know, what i thought we might do is just sort of talk about sort of the top three networks for a couple of minutes, like the linked in facebook and twitter and may be trying to figure out, well, what types of information can we glean on dh? Should we be cleaning it? Should we be using it? You know, even if we were stumble upon it, that doesn’t necessarily mean that you put it into this. C r m r we’re into a written report. Yeah, okay, it’s, anarchist, but that’s way could do it that way. I’m just you know, i was thinking of some of the things that you could find out. I mean, you can find out about divorce, right? You know, i’ve had friends, i’ve had two friends who were posting about suicidal, suicidal thoughts, you know? I don’t know probably a lot of people see that, but i mean, that’s very disturbing, but does it belong in a prospect research report? Maybe i don’t know, maybe if you’re looking for that plant. Gift let’s not go there. I’m just kidding. Ae okay, i’m gonna let you off the hook. But it’s, good let’s go over that. We’ll skip over that. Okay? You know and and the words very sensitive stuff. Okay, so you want to you want to start with it? Works. All right. Let’s start with now to me, linked in to me, anything on linkedin is fair game in a prospect research report is that is that is that am i overstating and my oversimplifying? Yeah, i think that anything you find on lengthen, especially since lincoln has what they call a public profile that is out there it is searchable on google. It will come up on page one of google’s search results. If you if you google your prospects name, they’re linked in profile is going to be there. So yes, indeed, anything that you find there is going to be a public domain, and this is sometimes very valuable information. You’ll be able to find out, you know, their longevity at various companies. Maybe some of the companies that they’ve been associated with may have been for for a long period of time. Maybe they’ve got some. Stock that they’ve accumulated from within that company so you might want to think about steering the conversation in the direction of appreciated securities. Okay, okay, but we wear what we want to focus to on the ethics. So so basically, linkedin is do you consider linked in to be wide open? Yes. Okay, absolutely. Okay, i don’t see any ethical questions around anything that people might find in linked in. No, not not what they might find, but the ethical question might come in as to how you as the prospect researcher or the executive director of the development staff using length in how you might have your own privacy setting set up in such a way that, um, you know what other people can see once you’ve looked at their profile, right? So you have three choices on lengthen. You either have people know that you’re looking at there, profile your face, your title and where you work, right are going to follow you everywhere on linked in that headline and a picture so that’s full transparency when you have your privacy settings set up that way, that means they get to see you’ve been looking at them. And you get to see who’s been looking at your profile, but lincoln has two other privacy settings. One is sort of a semi private where, you know, you could be a management consultant in x y z industry in new york city area. Or you could be anonymous when you’re in one of those two modes, then people will not know that you’ve been looking at their profile. Okay? And we have covered this before. You know, this is what i consider fully dressed topless and naked. That’s. Right? Okay. All right. Uh, look, i got a chuckle out of maria. Simple she’s. Probably the only one that’s. Okay? I amuse myself. People should know. You know, if you don’t think i’m funny, i’m amusing myself that’s the most important. And i forgot to shut out joan pel xero i’m sorry, joan. I skipped over you. I scrolled up and then i lost you. Joan pills her on facebook. Thanks for so much for being with us. And also ralph asante and, uh, and mary and mary michalowski joined. Hello, mary. Thanks for joining us on facebook. I might do this more often. This is cool. Um all right. So ethically linked in safe now, let’s, go, teo. Ethical conundrum, where you want to go next, all the anarchist, i’ll give it to you where it’s, like, you want to know what network that let’s talk about facebook, okay, so wide open, okay, yeah, i mean, that’s, the network where people are really sharing about their family, their pictures wait, no, this so what? What do we do with what do we do if we find something that we believe is compromising, like let’s, say, a divorce that that maybe they don’t want the organization to know, but maybe that’s? Just what that’s, just one example, but compromising, but valuable to the organization. How do we deal with that? Again, i think go backto original statement if it’s going to if it’s going to jeopardize your relationship with that donor or that donor prospect, i think you leave it out of the conversations, you leave it out of the c r, m u leave it off of written reports, so if you could just sort of have that is your bellweather, i think it will serve you well, okay, okay, and also you’re your organization might have social media guidelines in place, so check that out first as as your you know, you may have certain guidelines that you, as an organization have decided upon. So if that is the case, anybody knew that you’re bringing into the organization should be aware of the social media guidelines both in terms of how they’re going to use social media for are on behalf of the organization, but there may also be, you know, standards of conduct that they’re expecting a view is an employee’s so again, default back to that statement and default back to your own bellwether your instincts if it feels like it’s going to jeopardize that relationship, don’t put the info in there also apra the the professional association for prospect researchers has a statement on ethics, and we’re going to talk about that after the break. So if your organization doesn’t have, you know, you might be a small organization without a social media policy as it relates to prospect research, apra can can help you out. We’ll get to that, okay, i like you’re like you’re like, you’re guideline, all right, we have just a couple minutes before a break, like a minute and a half a minute what’s the next network you want to talk about? Was it twitter waken talk about twitter that one probably won’t take long. You know, twitter is one of those social media platforms that people might be using, especially these days with regard to their politics, so the weather yet, and that might be important for you to know about depending on what type of organization that you are. So, again, if if knowing someone’s politics is important, you know, maybe checking out to see if they’ve got a twitter feed might be something you want to check out. Okay? Seems like you, twitter, you’re less likely to find something compromising it’s possible, but less likely to find. Something compromising on it. Okay, let’s, take a break. When we come back. I got, of course, i got live. Listen. Love podcast, pleasantries and affiliate affections, naturally, but also will get into the apra ethics ethics statement little about that, and we’ll see what else we had to 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 guess directly. To sign up, visit the facebook page for tony martignetti dot com. I’m dana ostomel, ceo of deposit, a gift. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back and i feel like starting with the with the shoutouts, teo, to our listeners, i’m going to start with facebook, but i don’t because it’s a fairly new formats only second time have dahna facebook live, so thank you, everybody on facebook! I believe i have shouted out everybody who joined us. Thank you for being there. Can i ask you to do? Ah one or two things like it and share it like it and share it. I think we know how to do that. I’d be grateful on facebook. Thank you very much. Live listen, love, we’ve got two in germany, guten dog, multiple. So multiple germany and seoul, seoul, south korea, always checking in so soul you’ve been on our minds, obviously a lot on your haserot comes a ham nida coming back into the u s, tampa, florida woodbridge, new jersey, matthews, north carolina and staten island and new york, new york, multiple new york city. Thank you. Multiple manhattan, new york appreciate that staten island. Thank you for being with us. Love it only to burroughs i don’t know. Queens, brooklyn, bronx. All right. Next time we have had a show way had a couple shows. Where was all five boroughs? And then, of course, the podcast pleasantries over twelve thousand listeners. Listen, that’s, why? You know, i don’t know if you put two and two together. It takes me over seven years to do that. But that’s, why? We have such loyal sponsors because there are over twelve thousand people listening to the podcast. So you know how grateful i am because it makes the show so much more fulfilling when there are sponsors, you know, helping me out. Basically mean that how else can i say it? So thank you for listening. You are attracting the sponsors to the show, and i do mean attracting the ones i announced it on the three fiftieth coming up. Wagner, cpas, that’s the only definite one. And i said there may be another one and there may still talking them, but they’re coming to me. So thank you, that’s over twelve thousand podcast listeners each week pleasantries to you and the affiliate affections to our am and fm station listeners through out the country. I’m not sure where you are, but what am i saying? I know exactly where you are and i even know when each station puts me in their schedule. Us, i prefer the us, puts us in their schedule, someone our block during the week, and i’m glad that on on your station, it could be saturday morning might be tuesday night, whenever affiliate affections to our am and fm listeners. Thank you for being with us, thanks to your stations for carrying non-profit radio multi-channel amy’s have award will love that were multi-channel we’ve been for years, and now we get into channel, i’ve discovered facebook only took me seven years, cutting edge, cutting edge what we call a pioneer. Yeah, right. Um okay. So, maria simple. Thank you for being patient again. The patient prospect. Researcher. Thank you. A lot of gabbing today. I’m off on tangents. All right? I feel like a facebook pioneer. I know. I know you’re not giving yourself enough credit. You’ve. You’ve been on facebook for a long time, it’s. Just that you’ve not been using this brand spanking new life from large. Yeah, mother it’s quite brand spanking new, but thank you. Thank you for you. That’s the point. Thank you for driving home that point and character chicken master just joined karen. Welcome on facebook. Good to see you. Thanks for being here. Okay, so we’re talking about the ethics of prospect research. Oh, my god. There’s tons more. How come they don’t show up on my phone? Because why? Oh, they’re in a group. That shit. Oh, my god. There’s! Hundreds. Well, dozens more scores, more than dozens scores more. Uh, okay, i don’t think i should do all those. But thank you. If you’re on facebook and i did not shut you out from from beth granger toe. Harriet steinberg to melinda roth. Epstein to eric mendelson. Thank you for being with us. Thank you so much. Thank you. Okay, so i maria i’m all right. So where do we go from here? Let’s talk about the apra s o apra aperribay pr. It started out as the american prospect research association. Then it became the association of professional researchers for advancement. Now, it’s just apra. So they’ve done to me that’s an abandonment of roots. They’re just apurate. Apurate. Apurate doesn’t mean anything to me probono actually ready haserot along they’ve been after all along i know what stood for different things. It’s i don’t know. I object to this rewrite of history like next it’s going to be we’re gonna be taking down statues of george washington and thomas jefferson in-kind i was around, i was around when they made that shift. And this this is the reason for it. They used to be just the american prospect research association. But now the association really envelope people from all parts of the world. So they wanted to be able to, you know, have that reflective of their their membership base. So now it’s, the association of professional researchers it’s like aarp. They don’t want to be the association. Of retired american association of retired persons anymore haven’t been for years. It’s history rewrite. I don’t mind change, but when it benefits me but it never does that’s why the world has to change without my consent i don’t know what this is, what i don’t i don’t grasp all right, let’s talk about their code of ethics anyway, so they have this ethical code and it does relate to social media specifically so right. So one thing i see is a balance for trying to balance the individual’s right to privacy with the needs of the institution that i like doing that. Yes, he did. And really, it is. It is very, very important that that that balance is capped for sure. Okay, yes. So drilling down on that. What about friends? They have they talk about. Should you be a friend to potential donors? People, you’re researching that’s a no, no. Right on. Yes. In terms of the essex statement that apple put forth that that that is correct, they would really recommend that you do not friend were really enter into a personal relationship with prospects or donors. Now lincoln could be, you know, a completely different platform, right? Because now we’re talking about a business social platform. Okay, right? All right, so but no friend. What about what? This seems like middle ground. What about following somebody on twitter? If you’re a prospect researcher, yeah, i mean, i think that that would be okay to be a follower on twitter because, you know, they’re again twitter feeds are very public, and so, you know, i don’t think there’ll be any issue. They’re okay, but you need to disclose who you are, that’s also in the statement in these guidelines, you need to disclose that you’re a prospect researcher for the organization. Do you need to say that? Um, well, you know, sometimes people will individually have ah, personal twitter account so that i feel the only twitter account that you’re following people from them, then you know, that is it, you know? So i think you have to start looking at your staff and determining, you know which staff members are on twitter hour? Is that the organization that it’s going to be a follower of that individual on twitter and again? It’s two very different to two very different things. Okay, okay, what about corroboration if you find something on a social network, is there an obligation as a prospect researcher to corroborate it from us from another source, or, like almost like a journalist or no? Yeah, if you can, absolutely ah again, is it personal versus business information? That’s going to probably make a difference in terms of what you’re going to try and source in terms of corroboration. But if you know you are, i’m thinking about having somebody make a major gift to your organization and you stumble across something on social media that gives you an indication that this might not be the right time to make that because you might have seen something going on on somebody’s personal facebook feed. You might just double check with you, noah boardmember that knows them well or something like that and just ask, you know, if they know anything about the timing is still a good time to talk to that individual. Okay, maria simple. We gotta leave it there. You’ll find the apra social media ethics statement at apra home dot or ge a after home dot org’s maria sample. Thank you so much. Thanks for having me. My pleasure. Absolutely. You’ll find her at the prospect finder and she’s at maria simple. You should be following her on twitter. If you’re not latto it’s your life, okay, next week, talking about risk your institutional funders. That’s going to very interesting. Plus, amy sample ward returns, and you gotta let me know what we’re doing. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. Responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled and by re be spelling supercool spelling bee fundraisers, we b e spelling dot com, more sponsors to come, our creative producers playing meyerhoff sam labor, which is the line user, shows social media, is by susan chavez, and this very cool 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. 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 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, talk to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just 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.