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Nonprofit Radio for December 1, 2017: Music To Major Gifts

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My Guest:

Mitchell Linker: Music To Major Gifts

No One Dreams of Being a Fundraiser.” It’s a nonprofit truism and Mitchell Linker’s new book. He and his music are with me for the hour.

 

 

 

 

 


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Dahna hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host. We have listened to the weak it’s touched reema hussain. She e mailed me, quote, i’m a huge fan of your podcast exclamation mark! Thank you for all the incredible insights and ideas your podcast welcome to tony martignetti non-profit radio provides for aspiring change makers end quote, i don’t know welcome welcome is not part of the show the title of the show the name of this show is tony martignetti non-profit radio try toe. If you’re going, i’m going to shut us out, try to get it right and also aspiring aspiring change makers. I don’t appreciate the qualification these air, these air engaged change makers, they’re doing it. They’re not just hoping aspiring trying to make change. Teshima grateful for the grateful for the love, grateful for the love thank you very much and for loving non-profit radio congratulations on being our listener of the week oh, i’m glad you’re with me i’d be stricken with a para nicaea if you pointed out to me that you missed today’s show music to major gift no one dreams of being a fundraiser it’s a non-profit truism and mitchell link er’s new book he and his music are with me for the hour on tony’s take two thank you! Twenty seventeen responsive by pursuant full service fund-raising data driven and technology enabled tony dahna may slash pursuing and by wagner cpas guiding you beyond the numbers wagner, cps dot com you’re not a business you’re non-profit appaloosa accounting software designed for non-profits non-profit wizard dot com and tell us turning payment processing into your passive revenue stream. Tony dahna may slash tony tell us what a pleasure! Welcome mitch linker to the studio. He is a professional fundraiser in education and author of no one dreams of being a fundraiser by unexpected journey from music to major gif ts welcome to studio mitch, thanks a lot. I’m grateful to be here. That’s a pleasure? Yes, i’m a fan of the show. Thank you. Thank you. Well, that that’s that’s a prerequisite to being get now it’s actually. But it helps. It helps. Sucking up. Definitely helps, but don’t don’t suck up to them. And you look great today. Yes, right. Thank you. I got a lot of crushing questions for you. Don’t worry. Okay. All right. So music to major gift. That was that’s. Thie, that’s york that’s. Your story? Yeah. Okay. Story so far at least. Ok. Oh, so there may be another career. Well, given my track record, there could be several years. Oh, i see. All right, so maybe, like, fundraiser to french teacher. Okay. You know, i think i’m i think i found my found like, okay, cool. Alright. So music. Young age? Yeah. I’m talking to a former professional musician that you, you professional’s a little charitable on how much money he laid someone kayman song made money off to defend, not a living by are barely squeaking. No credit cards were important to you. Wake up to some of that. All right, but, you know, we gotta start with the early days. So the kiss concert nineteen, seventy nine? Yeah. Very important to you and your brother. You pleaded, pleaded with your dad. He took you. Why? Why? What happened? Why? We’re still big to you, you know, i don’t know. It was at a time in my life there was some personal turmoil going on, you know? And so i think it became something that i could cling? Teo there’s, some transitions going on. And what about kiss? Just so you know, i was the makeup, the makeup it’s. Funny. The music. Not so much. It was the makeup i just remembered. Like tracing their faces on that old tracing paper. Yes, i do remember treyz upleaf onion skin on. Yeah, exactly. You traced over with a pencil? Yeah. So it just became obsessed with them. And who’s your favorite in the band. Ah, it was changed. Gene simmons? Yeah. Had to be you. Okay, let wass i should say, was it, wass you don’t have a favorite and god now. Oh, no he’s around. You present it alright. Still could be back in the day. He was the guy. There is something just so you know, demonic and then terrifying about you want lloyd loved you had never seen him live. Never seen them live. Your dad took you and your impression. What can you remember? Well, the problem was which i talk about in the book was that i got sick. I think i was probably too young to be on the show. I was, what? Seven and i just didn’t feel well, i think the noise, the just the overall stimulation of it all. I just remember sitting there kind of crying and upset the whole time, and i remember seeing and i remember seeing jim, gene simmons flying, and i have vivid memories of the experience, especially considering how long ago it was. But it wasn’t a happy memory on that. I wanted getting sick and i went down health, alright, so so i mean that’s all right? That’s not a great memory. So why? Why continued in music or what? Well, you only seven then you’re still doing your still dabbling in music a little bit. Well, that young age, obviously, and it was obviously it’s part of sort of the tableau of how i became a musician, because, i mean, you know, i continue to be fascinated with him for years and years, so that was sort of my gateway. Um, so yeah, it was very formidable for whatever reason. I’m sure a lot of people have that story or some variation because kiss spoke to young kids during that era. Alright, yeah, but you got sick, and then you still continue to you. Know you’re well, everything is everything is life or death when you’re seven years old, so i’m not going to, you know, it’s so important to you, but everything is about, you know, the red wagon was important, but all right, but all right, you continued on, um so your music career was kind of like, i see, like, three, two, one, there were three people in the dent. Yeah. Then you were down to two with the day traders. Man, you did your home, and you want so i read the book. I appreciate everything. I remembered it. I do have it written down, but i do remember, i’m looking in his eyes. I’m saying now that was the dent and then the day traders and then ends. And then solo eso i’m and the day traders was too. Yeah, there was two person doing a two person act. All right, um, the dent was important to you. Yeah. You want it now? All right. I just want to set the scene that you grew up in. You grew up in west hartford? No, no. I was originally new york city when i was very young. And i have tio, connecticut, my family moved to connect, okay? And i’ve been in connecticut everyone’s, not west hartford know fairfield county, fairfield, fairfield and that i’ve been in the central heart central connecticut region like west harford since the year two thousand. Ok, now i know west hartford buy-in i guess as i was growing up in north jersey, i don’t know if this is still true dahna what started? It was very wealthy community because a lot of insurance companies were based in hartford, right? And then a lot of senior executives lives in west hartford, right? It was a pretty exclusive place, and in fact, i remember when i was a planned giving director visiting a potential donor who was a retired insurance executive in west hartford, and he had a huge house. I don’t know his west hartford? Yes, they were growing up. Was it still that way? Less offgrid is a great place there. There are a lot of really great quality of life. Sort of suburban towns in central connecticut glass and very avon and west hartford. Certainly probably. Okay, but that’s not where you grew up. You know, a group in fairfield if you fairfield. County if you feel count welfare flipped the town the town in fairfield county right now. Is that southern? Yeah. That’s, southern connecticut near new york city. That it’s a good place for commuters to live, right? But there is also a town named fairfield and felt very far like when i moved to central connecticut. Like the only time i ever went to central connecticut was to go to the heart pacific center to see things like kiss concerts when i lived down in fairfield county. Ok, so it was even though it’s a small state, they’re two very distinct areas, all right. And you were? You were a musical act. And excuse me in connecticut. Yep. Yeah. You made something of a name for yourself in connecticut. I like to think so. The hostess joking. Excuse me. Yeah. Okay. Starting with the dent. Yeah. You and two friends. Yeah. Tell us about the dent. Yeah, boy, i mean, man, do we go back? We were talking jeff and i my god, we would play with tennis racquets before we could actually play instruments when we’re pies really wears one. All right? And then we segue way too real. Instruments as we got older in high school and then we met dan. So yeah, the three must go way, way back. Arika like, fifteen years old and what not? And then as we got older, we got more serious and started actually writing songs and obviously, playing our own instruments. And then it just became your right. You want a karaoke? Chadband now you actually did play instruments. You know, we actually played instruments of yours, wasthe yours was originally i was a drummer, and then i was demoted to lead singer, okay? And i play piano took for writing purposes, but i’m not good at i’ve never been proficient. Okay, that shows that such a difficult question for me to answer. I saying the musician people ask, what did i do? And i get this ten minute answer. Well, i just started drops piela well, it depends how detailed you didn’t do anything particularly well. All right, all right. That’s okay. But you played. I played plate. Okay. All right, let’s, go out, let’s, go out for a first break. Sure. Well, way with which is me speaking and and so if you stand by time for a break. Okay. I don’t need one. But pursuing the art and science of acquisition it’s their newest paper to help you bring in new donors. This paper covers strategies that work from successful acquisition campaigns. And you do want to think about this as a campaign. Your acquisition of new donors campaign. I know this is fourth quarter, obviously so likely. This is not devoted teo acquisition during this part of the year. Probably not. So download the report and keep it. Keep it for next year’s acquisition work. You know that pursuing his data driven technology enabled. So the research is going to be based on the numbers. This report obviously no exception and helps you to understand your numbers. What metrics should you pay attention to? How do you know whether your campaign is succeeding, et cetera? Where do you get it? On the non-profit radio listener landing page. And that is that tony dahna may slash pursuing capital p now back to much liquor. And his book. Nobody dreams of being a fundraiser. All right, so the dent was, uh, it’s a time. I mean, it was hard to get traction. Yeah, you didn’t have a book. Or you don’t have an agent, right? You were recording doing some gigs. What happened? You know, intimately to the funny. I would recommend that everyone write a book because for me, even if very few people read it, it was like therapy. And i learned a lot about my started process and to your question, one of the things i realized in hindsight because we struggled so much we were so focused on this dream but had difficulty, as you say, getting traction. Part of it was in some sense, we weren’t all in, and i realized about that about myself. You know, i wasn’t the type of guy who’s going to live in a van for six months in total squalor. Like i loved writing songs. I loved music, and i did love traveling. But i just never was able to kind of make that full life commitment. And i only realise that in retrospect, i guess that’s sort of an aside but that’s, one of the fifty things i learned about myself in the process of writing this thing and so it’s sort of helped me realize oh, yeah. That’s, that’s, that’s, that’s. What happened to an extent, maybe we didn’t commit as much as we should have. We committed to the writing and, like the dream was there, but as far as what you actually need to be. Two d’oh it’s. So difficult and unpleasant. Yeah, maybe over romanticized it. I think so. Yeah, yeah. Now, how do you feel about your commitment to fund-raising today? Oh, one hundred percent. Okay, yeah. Now i feel like this is my do over. So i had a career. Okay? That’s what? I’m trying to get it. But as you were a musician, we’re still with the dent. You felt like you were committed. Then did you feel committed then? Do you think? I mean, is it possible to look back and say, you know, there were times when i just really wasn’t sure i should be doing it, but i kept kept on or did you feel like you were all in then? But now, looking back, you feel like you weren’t that’s a great question. That’s. Why you’re good at this. Cool. I scored one, okay. Initiating with because i think to some degree i probably always knew and part of it. And this is another epiphany. I kind of wondered what i think. The dent, we just kind of stayed with each other of familiar addie familiarity and comfort were best friends. Maybe that wasn’t the best sort of trio. Maybe that wasn’t the best partnership for all of us. And perhaps if i had not, i was just so so committed to these guys. Maybe if i had, you know, gone solo earlier or met someone else or one of the then met someone else. Maybe i would have sort of hitch my wagon to a different thing. And momentum would have occurred. There was just something about the dynamic of the three of us that in a way, held us back. And i think on some level, i knew that. I really do know. Now, in hindsight, so great. Much interesting. Okay, now dahna there’s. A lot of hard work. There’s. A lot of there’s there’s. Some overlap between being a struggling musician band, right? And fund-raising, right. You point out rejection networking. Yeah. Um, and you have a third one, too. Oh, well, a thick skin, i guess. That’s partly right, partly that was fleeing with rejecting. Do you feel like some of what? You faced negatively with the dent and then the day traitors, you know, actually help you in fund-raising? Yes, and that’s a thing? Well, i well, despite what i just said, you know, in my mind, i was generally all in and it was all i thought about. And as i talk about the book constantly pounding the pavement, trying to get gigs trying tio get a record deal, that was really that was that was the thing that you’re selling. And so, you know, there was a real commitment there, and yeah, it was just constant rejection. Like anyone good thing would happen, and it would be almost a surprise be so reinardy you want us to exactly what was wrong with sure. I got a judge, you might make it. You being a little hasty, take the weekend to think about and then let us know if you actually wanted to play next friday geever references of people who protected us wherever you want. So that did inadvertently trained me. And i talk about that a lot in the book, which is how you came to the question, but yeah, i was used to rejection. I was used to things being difficult, i’m used to the struggle on dh when i started to have success in something that that that wasn’t music, which was the fund-raising it was just amazing. It was like this incredible epiphany and that’s the ironic thing is, there was so many periods of time in the early days and music days when i thought, am i wasting my life? Certainly people in my life probably thought i might be needing to make a pivot, but it turned out to be to be great training. What i encourage anyone to do, what i did is their path to fund-raising not necessarily, but i know everybody’s got some path to it, and rarely, as your title suggests, is it linear, right? I don’t know that i sort of have the confidence in the fortitude and the desire that i have now if i hadn’t gone through that so i have no regrets, though there is a period of time where it felt dark. Now you have a day Job during always transitions in 3 two one trend and maybe that’s part of the commitment thing, i never just quit that job and completely did. It i was getting a little too scared. That’s probably what i mean, when i say, like, was i fully in? I think i’ve always had a little too much of a fear factor, actually even interesting. Now, i mean, your second band. We’re not gonna really dwell on the second band. Yeah, two ofyou, but day trader, i mean, that’s not there, not all day traders. I don’t consider being all in it’s, not like they’re right invested in a wall street career. I mean, they’re in a stock for a couple hours, and then they’re out. So, yeah, maybe there was something precedent about that name who knows? I don’t know. Yeah, that was no that nothing. Although very impressed by perceptive i think about thiss joe doesn’t just come together. Country popular belief i’ve get email like, you know, there’s a slapdash oh, i love it, but i know what’s up there, you know, it’s. Not true. All right, so the day job was you were you are involved in non-profits eventually landed in non-profits for awhile, i’d said dalliance is with several different random things on then eventually i stumbled upon non-profits i had no awareness. Of the non-profits sect alien says good work think people, but i’m sure not probably radio listeners will know that we’re but it’s good work dahna city. We’re going every now and then i’ll pull one out, but that was probably the only time in this show. So when i first started in development, it wasn’t conscious really was more just a job. Yeah, you today just fundez life, right? My love of exactly exactly. And it worked well, for a while. It was very then there was a time where you became a lot more intentional about a career in development. Starting to music. Music was not paying off, right? I was getting hold. Yes, you’re getting older. How would you know? I think we should set the contact older, you know i am. Wow. This is so you gotta come on. I mean, you wrote a book about your life. Hold forty five. Okay, forty five. I look much younger. I get ten years on you. You do all right. That’s a good thing. This is a podcast on nobody contest that assertion that you just made you could go on the website. Make your tony martignetti dot. Com make your own decision about whether which looks younger. Well, it was saying that i was sent it. I take it is thank you. People should draw that conclusion. Other on, i think it is a self serving. Pathetic, you know, sounds presidential almost okay. We don’t do politics. I’m non-profit radio. So you became a lot more intentional. Things were not going well. Money, tight music floundering, really? Your own gig. You’re on your solo career. You said you canceled you cancel every gig. Your music and your solo career, right? Literally canceled every gig that yeah, and then the whole thing is that when i think i feel like i actually started to find my voice and got better at music, i was at a point where i was to light. Like i said earlier, i was in these bands and i was felt beholden to these other people. And then when i finally went solo, i felt like i got a groove. But at that point, i had a lot of debt was getting older, and and then what really happened was the recession economy picked out and i don’t, so yeah, i felt so vulnerable. And i thought, well, i’m already in development. I’m gonna make this my thing, and i just completely abandoned music at that time. Okay, now, around that you were doing database management, and then you moved into prospect research. Yeah. There’s around this’ll eight, two thousand seven, two thousand eight session time or a little bit earlier i was doing really said advancement services. Then i was broadening it a little, but it was still not i was doing major gifts, you know, know, know, know? Know? Yeah. So but generally, i was sort of the research. Got back. Still back office? Yes, exactly. Right. They talk about, uh, two. Two bosses were discouraged. You and one who encouraged you. Yeah, the discouraging ones. What way? Wantto little cautionary tale. What? How did they discovered you in your? Yeah, because you had expressed an interest to them in right of career in fund-raising in furthering your working fund-raising two people discouraged you. How so? Well, i think in and in hindsight, maybe i would have discouraged me too, because i was still kind of like a young punk. You know, i guess i still could have had an air of you want e? I mean, they would you respect him? You worked for them? Yeah, i mean, when it was never malicious, but i think i just i didn’t look the part at the time, you know, our act the part. Probably i probably acted young and, you know, i was very vocal about my love of music, so i’ve sort of had me compartmentalized. And i worry artists lead, right. So then to suddenly say, i want to do this very serious, very diametric opposite you. Another edward of lessons going opposite that’s. Not such a trick. That’s. Not a good word either. I don’t know. Did they use it wrong? No, it depends what you mean. We’re not going to flush it out, but i don’t think it’s good. Okay, now i’m gonna move. Okay? So that i’ll point out the vocabulary. You have got to stop my you really do. I’ll point out that i don’t. Who will? I’ll point out the high points and we’ll let listeners make most of the decisions on their own. Okay, um, so, uh, letty so let’s talk about the guy. Who are you? A man or woman who inspired you? Somebody believed in you. Yeah. What? That person, a few people along the way just sort of recognise that i had a personality that might be come suitable. Yeah. Thank you. That and i guess i i was always conducive. Well, that was good e i think part of it was just i had a lot of different ages. Yeah. Okay. Okay. I think i was and i had an energy and a zeal. And and so it’s a man or a woman, it was a few people on it if you are because you encouraged me, and that way we should be seeing people beneath the surface and look at what traits they possess and how those might actually, uh, transfer into fund-raising career or anything in non-profits so that, you know, we peel away the layer let’s, not judge a book by the cover. And there are there are traits that people have that could be valuable to non-profit and yeah, we should try to see that if if we’re ever in this kind of situation, i agree, and i’m deeply grateful for that for that encouragement, because at that point in my life, i hadn’t had much encouragement, you know, i’d sort of just been on my own trying this thing, and it wasn’t really working out, and then it goes such a long way and yeah, i agree that it was sort of a raw skill energy, whatever i had that had sort of a few people had noticed, and i was grateful for that. And i would have never really come to that on my own. You say that you perceived fund-raising as the guys in glengarry glen ross, which happens to be a favorite movie of mine. But, you know, if those who may not know it, it is excellent. Al pacino, walter matthau. No, no. Jack lemmon pompel al pacino. Alec baldwin. Very, very small, but very pivotal role. Al pacino, jack lemmon. Alan arkin. Excellent at harris. Excellent. Kevin spacey up. Excellent. Yeah. Okay, so these are these are shyster real estate people. We get the idea to get the idea for a movie that they’re special. They’re selling marshland in florida, people bonem and yet was sort of your perception of your gifts of asking people for money and, you know, part of it’s funny. I remember we went to this. Conference early on and i was i was doing research at the time, and i went to this it’s very funny nights that i went to this dinner and it was basically major gift people. I don’t even know why i went to it. You may have been that it was for everybody, but it was predominantly major give people and, like, the volume of that room was so loud, it was just a bunch of what i perceived as extroverts just really sort of out there confident people and part of it from he was a jealousy because i had been so just estranged from that world or i was just i had a very small world, and i wasn’t very confident. And then i saw these people in these personalities and i just thought, man, that’s, what fund-raising must be you’ve got to be this big, outgoing person. I cant do that that’s, not my personality, and i know where you’re going with this, but basically i came to realize you don’t necessarily have to be that way. But it was just it was so intimidating to me and then when i unpeeled back what i thought, a major gift officer does and what they do dio it just seems so scary and it just i sort of pigeonholed you have to be a certain type of person who is outgoing and brave and frankly, all the things in many ways you do need to be. But it was so different from how i perceive myself. I don’t know how you know where i’m going because i don’t know where i’m going, okay? I’m sure i’m not sure how you’ve mastered that thiss seems like a good place. We’re going to play one of mitch’s song. Oh my gosh! It’s ah it’s better this’s the dent is that this is this is me. So this is a solo. I’m sorry. Ok is the last thing i have things there, you know, he’s making this transition now getting serious about ah career in in fund-raising so things are looking up it’s ah, mitch linker. Yeah. Solo solo. Better anything else you want to say to lead into it? Well, this was never never. It was recorded as a demo, but it never went anywhere. I never did an album, you know, i didn’t put it on itunes or anything. But this was right at the moment that i basically stopped. So this is the first time anyone in the world so all right, so it’s podcasts, or you can play it back. You know, i could build buy-in anywhere you cannot buy. Give me a call, i’ll send you guys here. It is better. Which hyre two. Nice. Just get lucky. So, wait, king. Yeah, i’ll be down for a little while. Wait. Right? Duitz wait. Kapin wait. Two. Events back-up snusz buy-in hyre latto buy-in duitz hands. Krauz hyre mitch linker, better you heard here on non-profit radio. The only place you will we just take a break. Wagner, cpas. They really do go way beyond the numbers that typical cpas get mired in the guides they have. They have a couple dozen guides for you online. They’re going to help you sort your way through technical stuff because they break it down and make it simple for you. These are written specifically for non-profits, for instance, orders committee versus finance committee. That’s a that’s. A document they have. What one of different roles they break it down. Independent contractor versus employee checklist. Yes. You need a checklist. I just had attorney tom will sell on just talking about this. That was the november third show. You don’t want to make a mistake between contractor an employee and be penalized disaster recovery plan it’s another guide that wagner has for you. I’ve had a guest talking about that darvill arika last time she was on was june twenty third talking about your disaster recovery plan if your church wittner has a church internal audit plan, okay, you’re reviewing your bank statements each month. There’s a bank statement review form. All right, you get the idea way beyond the numbers. Take a look at everything they have go. Wagner, cpas dot com quick resource is then guides apolo ce software. You’re a non-profit but you use accounting software made for a business. I never thought of this. I never thought of that dichotomy. That’s a good word, but but it exists. And until apple owes brought enlightenment to me, i hadn’t. I had never thought about this. Why do you need non-profit software? Accounting software fundez counting that’s the difference. Fundacao n’t ing you have these different designated buckets funds of money and you don’t want to use the money designated the scholarships for the gymnasium renovation project. Mitch, you work in education, fund-raising you wouldn’t want to do that, would you? No, thank you. Now be quiet. You need to you need to separate account for each fund-raising appaloosa counting don’t use quickbooks and terrible cash. Where do you go for this non-profit wizard dot com now time for tony steak too. Thank you. Thank you. Twenty seventeen that’s what? My video says this year if you are listening in any of the different channels which we’re going to get through very shortly, it’s. Coming up. If you are getting my insider alerts in your inbox every single week, i know mitch lincoln gets them. You do much, don’t you? Thank you, never quite. Yes, i am grateful if you’re if you’re following on twitter, you’re retweeting about the show if you’re loving the show in-kind whatever method, however chan, whatever channel you used to show your love for non-profit radio i say thank you, i really do not mean mitch is breaking up, but i’m no, my gratitude is sincere, you know that. So if you want to see it on video, go to tony martignetti dot com. The video was called thank you. Twenty seventeen and i do thank you that’s through the live listen, love natural flow, right? What we got, we got leads new york, tampa, florida, woodbridge, new jersey, woodbridge so consistent i’m love with woodbridge, new jersey. Who are you? Identify yourself, please. I want to shout you out by name. Indianapolis indiana live listen loved indianapolis, indiana falik city, utah live listener loved each of our listeners who are domestic and over in the u k of course, we don’t know which country is that ireland, england, scotland or whales? We don’t know, i don’t presume live listen love to the united kingdom listener, listeners actually that’s multiple listen, multiple listeners germany, guten tag sudan, i think that’s first time with us sudan welcome, afghanistan, you’ve been with us before poland. You’ve been with us before. Thank you so much. Live listener love to all of you each of you individually and collected the live listening audience. The podcast pleasantries over twelve thousand of you, our main channel. Thank you for hanging in there, subscribing listening week after week after week after week after week of non-profit radio my god, you stay with it, it’s. Remarkable! I’m going to make sure you do good. Don’t blame me now so grateful but non-profit radio keeps you entertained and fulfilled podcast pleasantries to our podcast listeners and the affiliate affections go out to the am and fm listeners in our stations throughout the country. From upstate new york, too. Seattle and portland, oregon. And salem, oregon. And everywhere in between but lots of places in between some places a good number, a decent, decent number in between affiliate affections to the am fm listeners, thanks to your station for carrying us. Thanks to you for listening on am and fm. Okay, mitch liquor. We’re back to you now. Thank you for standing by. Thank you for your minor contributions. Okay, so things are picking up and you start to self teach yourself. You, uh you got conferences, books, you’re you’re diving in. Yeah. Self self education. Yeah, yeah. I just immerse myself again. I completely abandoned music to this day. I haven’t arika on dh. I just committed myself one hundred percent tio fund-raising and yeah, i just i tried teo network as much as i could. And this wasn’t a cringe moment for you when i played better, was it? Um, you’re dying inside aren’t dying inside where? It’s a little embarrassing that’s ok? Really? No, no. I mean, i’m proud of you. I’m proud of it. Well, there you go. All right. No embarrassment. All right? You may feel embarrassed, but you’re gonna play the whole thing. But that’s, just a sample here. We were all in non-profit it was all one hundred percent in committed to the worst humor. But i committed to it. You know, that’s that’s what distinguishes most people would cut their losses. Oh, no, not me. Oh, i’m in. I’ll be the joke to death until i until either i get sick of it. Which that’s. A very high threshold. And that’s. Happening right now, you’re witnessing it says you says you, you’re not one to judge dahna i don’t know why i just i’m just declaring you sure you’re not you’re not judgment worthy. All right, so you you developed a cut. You eventually you you found a coach, you found a couple of coaching? Yeah, mentors. This is important to you as your sort of removing your way into now you’re in major gifts and you’re blowing some things which everyone does. This is not an embarrassment. I have not as many as you, but i’ve blown things bonem coach and mentor mentors coach is very important to you. One of the few key takeaways for anyone who’s might be interested in the book or maybe thinking about major gifts. One of them is for me was transformational, and i just think everyone should probably no matter what you’re doing in life would be great to have a coach and mentor. But for me having that like one on one follow-up just dialogue, having someone you can go to and run situations by and sort of talk things out with someone who has experience and he’s been around the block. And has seen everything. It really changed my life because i was struggling. I again, i educated myself, but when i was trying to practically apple, you know, apply what i had read or studied. I just wasn’t comfortable and this sky and then a number of people who i met, i’ve a long list of mentors really changed everything for me. And so again, anything in life you probably need people to look up to, but certainly with major gifts. I would definitely encourage anyone to just find someone outside of your environment outside of your job. Somebody doesn’t know the players who can objectively just sort of look at situations and talking through them. And if you are someone who is experienced looks to take on look to help people, i mean, we need to go any further. The profession is not only you know, of course, yes, if you are new to the profession. Absolutely, mitch is vice advice is very sound. But ifyou’re mortem or experience looked looked to help. You know we got we got to elevate the profession, whether it’s fund-raising or whether it is one of the back office. Yeah. Important back office. Functions give processing or prospect, prospect research database management. You know, we gotta elevate. You gotta elevate the profession. We all have a responsibility to bring up those of us who are ah, you’re newer. Yeah, you know, and it’s and it’s so much fun. It’s fun, teo. And i think most people want to give back and want to help. And, you know, the few times i’ve had the opportunity to kind of pay it forward, i found it incredibly fulfilling. So you’re right. It’s, a two way street complain and you tell some very good stories in the book about how just simple conversations in the thirty minute conversation, you know, huge. You see epiphanies? Yeah, exactly how exactly is that a mixed metaphor? See epiphanies having epiphany when you see an epiphany? I don’t know if you could see the light at the end of the tunnel. Let’s, stick with that. I don’t know if you see an epiphany or you just can you stand? Can you see an epiphany? Sam doesn’t know. Yes, cristal’s, he’s, except the man surrounded by crystals. But i think it’s happened. I’ve thought about it, i think it’s having epiphanies that you have a different all right. U s a let’s now, now you’re a bona fide major gift officer, you’re you’re getting over the hurdles thanks to the coaches and tours, you’ve got some practical advice that that you like around let’s start with the donor now you’re in a solicitation, right meeting dahna preemption, that was a tough one for you one guy, one guy wrangled you twice meaning go ahead, i’ll let you explain preemption in case someone is not aware of what we’re talking about and i don’t know, i don’t appreciate that might be a term that i just, you know, it don’t quantified you have, you know, basically, when you have a number in mind or a gift you want to talk about and then the donor they, you know, had you off the path early in the conversation, so don’t worry about yeah, i know why you’re here. I’m going to give the three thousand dollars i gave you generally, you know you’ve got fifty thousand in your mind, exactly. They’re committed to their three thousand dollar gift from last year, so that’s one of one hundred things that hurt the type of scenarios that are difficult to navigate you really only know through experience and through having p experience. I mean, the experiences krauz you didn’t sail, you have to fail, get some help from a which makes your and go out and do it again because you gotta you gotta keep taking by two the apple, right? So, it’s a little practical advice around preemption. What do you do? You throw out ah, boy. It’s happened. Okay, let’s, hear hypothetical. Well, from the book you’ve got. I don’t remember. I forget what number you had in mind. But let’s, stick with my hypothetical okay, yeah. You’ve got fifty thousand your mind in the first five minutes of conversation, you know, agreed the person he says, look, i know why you’re here. I’m going, i promise you, i’m going to the same three thousand i did last year and then he pivots to a different subject. Now you’re off. That’s your oft e-giving subject thanks to the right, the donor and preemption. What’s your advice? Well, you know, it depends largely on the report. If you feel comfort that’s sort of. Why, for my experience will dictate how far you’re gonna push. Sometimes you’re just going to say thank you and move on and hope the next time you khun growing more prepared. You know, i think sometimes maybe thank you, but thank you, but which is sort of what i was going to say that, you know, if you have a report there’s comfort if you just sort of very authentically and genuinely and politely say, that’s great. I appreciate that. But, you know, i’ve really been looking forward to talk with you. I have a couple ideas that i actually want to share with you. Would it be okay to let you know we were thinking, you know, most times people are going to say, ok, sure, we want to hear what you had in mind and maybe it’s tied to a naming opportunity that it’s a zoo has a certain level that sort of, you know, dictates that, uh, yeah, you know, sort of those things that are our scholarship at a certain minimum. So they’re these tools to kind of help you navigate that, but really it’s it’s having the boldness and and then the comfort teo continue that conversation, and sometimes it goes well and, you know, it really all depends. Yeah, okay, you talk about urgency, urgency and contacts. Yeah, you like those? Those that’s what i learned from my key mentor. Okay, for shut out. Yeah. You know, context is just sort of explaining, you know, you have numbers in your mind when you’re talking to the donor, basically sort of justifying the number and explaining why someone’s gift is important and, you know, the end of the day when you’re raising money, it always comes down to a small number of people who are really bringing in who are giving a pass majority, the money, whether you’re talking about a small campaign or very, very large campaign, it always comes down to a small number of people, and by context, i like to sort of convey that to donors and sort of let them know you’re in a small group of people that were going to help bring about real change to save and change lives. There aren’t that many people out there, you know you are one of the few so that’s sort of the context. Is there’s actually something? Pierre ical research i was just reading, like with in the past two months or so, a report about someone had done some experimentation around different types of materials. What one printed said, you know, all together we can prevent hunger in the community or something, and the other was you can be a change maker. You and it’s always so is the global or their full community versus targeting the individual. And that individual marketing piece did much better write. Interesting. You are the change maker, you’re the you’re the you’re the pivot. You’re the critical link in this right in this problem in our community. You the solo? Yeah, that’s, great that’s going so that’s. So that’s your contact context piece just sort of really just explaining how important someone is tio urgently, then the difference that they can make and why? So that that’s that’s that was hugely helpful. May and having this giving conversations so don’t like setting the table urgency. Urgency is, you know, just putting parameters so that so that there’s a reason to have a conversation at a certain time like capital campaigns are all about urgency oftentimes it’s a very arbitrary timetable, but it gives you license to talk about giving at a certain time because there’s a deadline, you know, political. Campaigns it’s more finite. It really is, you know, there’s election day. But other campaigns often times it’s just sort of a random period of time, but it it’s a great tool. It helps gift officers. It helps fund raisers sort of justify why you’re having conversation at a certain period of time. So it’s an instrument to help move conversations along. How do you deal with the rejection that being rejected in music helped you? I helped you achieve in fund-raising i mean, you don’t get everything that you asked for now in from donors. How do you how do you process it? What do you thinking about? You know, help people who are struggling with this here’s. How i feel about that. There are many times when i come out of the visit or situation. Or maybe after a follow-up and the gift doesn’t come through. But i still feel ten feet tall and it’s because i feel as though i did the right thing. You know, i feel like i asked for a gift that made sense. It was well received. You know, maybe your daughter will say that’s the right number two house for or i appreciate you coming to me, but now is not the right time or this isn’t the right project, but it’s very amicable and it’s not a negative experience for for anybody, you know, there’ve been plenty of times where i didn’t get the gift, but i feel good. I feel like i was brave and i had the conversation they need to be had and it was the right one, but for whatever reason, it just wasn’t the right timing for the donor. Yeah, further donor, exactly, and oftentimes no is just know now, but, you know, for six knows you’re halfway to ah six knows you’re halfway to her, yes, but i’d like to say, but what about when you walk out on you? Not feeling so good? Like maybe i’ll let the institution down, like i didn’t know there was an opening and i didn’t seize it. Yeah, you walk out regretful? How do you process that? And then, you know, carry on, because a couple of days later, you’re gonna have another donor meeting. I do beat myself up about it, i as i get older, i feel like i’m still in the infancy of my career. I’m going to be learning to the day i retire, which hopefully will be decades from now on. I’m trying to beat myself up less about it, but basically i just try to learn from every experience i literally will write down how something went, what i think it could have done differently. I’ll talk to my mentors, i still have my coaches and i just try to learn from every experience and most importantly, i hope that the relationship is preserved. I didn’t do any damage and generally don’t that’s key, the relationship is over. Absolutely no, we long to always go back. It’s a long term it’s a relationship? Yeah. It’s. Long term, based on trust and absolutely and it’s about the institution. Yeah, about the institution. Excellent. Let’s, take a little break. Tell us. Credit card and payment processing. This is a passive residual revenue stream that pays you each month as one of their partner non-profits. You are going to earn fifty percent of every dollar that tell. Oh skits. Half of what they earned from the businesses that you refer to them goes to you that’s revenue with a long tail. They have an exclusive. Offer for non-profit radio listeners this really is only available to you. Referral business tell us, is going to look at their their credit card processing thie statement, and if tellers cannot save them money, then tell us, is going to give your non-profit two hundred fifty dollars, if they can’t help it. If i can help the business, you get two hundred fifty dollars. That happens each time you refer someone to tell us, and they’re just not able to save the money. Now most cases, of course, there are gonna be able to save the money, but if they’re not, you get two hundred fifty dollars if they are and then, if the company does indeed move their credit card payment processing to tell us you get that residual income fifty percent of every dollar that tell us earns all right now, the two fifty part that’s for non-profit radio listeners only that is only for you. Congratulations. All right, so you want to take advantage of this? Where’d you go, teo to do it, you go to tony dot, m a slash tony. Tell us that is the only place that you’re going to find the two hundred fifty dollars, offer at tony dahna. May slash tony, tell us. Try to get them some referrals and get you some long term revenue. All right, mitch liquor, that was called, you much clinker beauty, that it’s been known to happen. Yeah, sorry, okay, i admit it. I mean, i applied myself for being being honest enough to say congratulations. Thank you very much. Small victories. I’m very important to me. I amuse myself. If no one else, i amuse myself on the most damning me who’s. All right, well, if you’re not, i still have so and that’s. What this is the center of the universe is me so. Let’s, see where we are. Okay, so you’re the institution. Yes, you’re. I mean, you’re sort of keeping in mind that it’s, the institution that you’re asking for it does not help you in d personalizing this whole process. Exactly. I was going to say that. Thank you for saying that because that’s something that i’ve learned and i talk about this in the book with music, it was personal. When i was rejected, they were saying we don’t like your orders. It’s, your honor, i don’t like your voice go as your art. You’re right, we’re not this this your art it’s not about me. When fundez it’s not about the solicitor it’s about the mission of the organization and that’s how you can remove yourself too. And you just want to do the best thing on behalf of that organization because it’s mission driven, you’re tryingto again safe and change lives. And so, you know, i lament of something doesn’t know so they go well, because i do to an extent feel so i’d like the organization down, and hopefully i can do better in the future. But it’s not about you, it’s. Not about being a great fundraiser or having the magic words to say or, you know, here career it’s about the lives that aaron backed you do have to keep going out? Yes, you know, you’re gonna have to get over the rejection and put on the brave face for the next meeting with the next donor a couple days later and for your next meeting with that donor that you feel like you didn’t do so well with you’ve got to keep getting out, you’ve got it, builds your experience absolutely, the more you’re out there, exactly, the thicker skin you’ll get, and the more experiences you have, yeah, every experience you have it’s like, okay, that will never happen that exact same way again, because i will learn from that moment. So after there’s no, it’s not, and this is a funny thing i talk about the book it’s like experience, but also being reflective and having people who are training you because i spent a lot of time out in the road and i wasn’t making progress because i was making the same mistakes again, and i didn’t have the tools to get beyond those mistakes. So it’s a combination of that. Experience and then really working at it and i again, i feel like i’m just starting, um, i learned every day how long have you been a major give fundraiser? I’ve basically been doing i’ve been in major gifts over ten years now, but i mean, i started in research, or i’ve been yeah, i know, but i mean, frontline fund-raising yeah, not indicate eleven years. Yeah, alright, yeah. Ten, twelve years. Yeah. Uh, you have a love hate relationship with travel. Yeah, yeah, i and c i romanticize it. I do enjoy travel, but it is. Romanticize it leading up to the trip. Yeah, right. Yes. I’m going to call again way hotel. Quiet and then you’re on the trip. Not so much. Well, it’s, just it’s. A lot of work is a lot of work. A lot of things can go wrong, especially when you’re tryingto beyond dealing with the travel. Just navigating all these visits and meetings that may change or being thrust it’s exhausting. But i feel like a conquering hero when i come back from a trip, you know, having been through it’s it’s very, i think it’s a powerful experience and it’s so great. When you have a trip and you get to see a lot of different people, because and this is a point, i want to get to that it’s the best Job in the world and 1 of the reasons for that is you meet so many interesting people, you would never meet otherwise successful people, people who are doing great things in the world, people who’ve who’ve had extraordinary experiences and you’re given this opportunity to talk with them. And you know, if you go on a trip and you’re on the road for a week and you have ten or fifteen meetings, my god, what an incredible opportunity to to see the world through the the eyes of these people who have done extraordinary things, it’s incredible, the people i’ve met who i would never have met otherwise you only travel tips for a long trip, not just like a couple of two or three nighter, but suppose you’re after ten nights, years ago, we used to have ah, what i like to be called that tony’s no style tips, tony’s travel tips hard to believe it would be in a liberation, but tony’s travel tips travel doesn’t that’s not t teacher now. So anyway, we had started there years ago. I just used to plead with the regular contributors to give me a style tip or something weird, the more formative years still tryingto master this podcasting still am travel tips for people on the road for, you know, a week or more. Well, it’s funny, i actually i was going to put this in the book, and i didn’t. So there’s there is more material out there. I wrote sort of things basically travel tips, right? There’s gonna be a volume two sequel, so i have many, many things. A lot of it is a really all right. Well, one thing i’ll say for fund-raising in-kind non-profit your listeners always have back-up meeting set because you’re going to have cancellations, things are going to move around. So that’s something i’ve learned, i would just be crestfallen when i’d have a triple set and then one by one meetings with follow-up hard. Now i find myself in a starbucks just depressed, you know, you’re on the institutions nickel to exactly what am i doing in san francisco? Back-up trips? Back-up visit visits is key what are some other? Good tips that i have durney too many, all right. Well, yes, when you travel, you do that’s. What i like to do is a sort of i guess these air back-up i’m in town, then i call people who have always said now, you know, i don’t want you to come to just to visit me. Yeah, i get that. So actually, sometimes i would go just to visit them, and then i would build a trip around them, but i’d say, you know, i’m gonna be in town to see somebody else in a couple days or or depending on the person, i’m not even spring it on them, like the night before or day before because a lot of people planned e-giving e-giving consulting mostly retired, you know, now they do have, you know, if you get him out of there with a doctor’s appointment, then i am that wipes out the whole day. Sure, now i have a doctor. Point ten now, four o’clock dinner. No dinner now. I wouldn’t do that. I have a doctor appointment. Ten o’clock. I can’t make the dinner, so you run that risk. But you know, if you’re in town for another couple days, you can still say, you know so well don’t like to know that you came for them. Yes, there are there’s a cadre of people who like to visit you, we’ll take the visit yet as long as they don’t feel that you’re there. The reason you came? Yes, absolutely, and a cz related to that. I’ve found that sometimes it is usually easier to get the meeting on very short notice, you know, you plan these things far in advance, but there’s a real magic sometimes to say, hey, i’m going to be around tomorrow, you know, just so happens i’m in town. Yeah, someone looks at their schedule, they have an opening. Sure, you know, it’s not something that you would. You would plan a trip that way, way, your tonto. But but there is, you have some anker visits, you know, pretty solid ones, you know? We’re not going very unlikely to bail, right, and then you can build the other ones around. Yeah, and sometimes a short notice actually is convenient for bianca and works out. Um, just remind listeners, of course, that the name of the book is no one dreams. Of being a fundraiser. That’s it barnes and noble it’s an amazon find book retailers near you well online. Yeah, find online book retailers a click away so, you know, live listeners. You could check it out right now. Go to barnes. I happened like barnes and noble. Okay, check it out. Well, well, well. I continue the chat with while we continue to chat with with mitch channeling you channeling you trying to think, what would you do? Or that person asked? Course, i don’t know who the person is, but i’m amusing myself opening yourself up to donors. You talk about some donors, you’ll share your music passed with something long, but but the personal connection means a lot, right? Yeah, it does. It does to an extent, because generally my philosophy is i mean, you need that personal connection because you want trust and you want a real genuine report. But at the end of the day, it’s about the donor and that’s something that i’ve learned is that generally you find that if i’m talking too much on a meeting it’s probably not going that well because they’re not opening up. I’m not learning from them. Right. So it’s, like you need that, that human connection and that hopefully a long term relationship, but it’s it’s it’s about there experiences, as i say in the book there ah ha, moments, you know that how they really feel about the organization kind of getting to that understanding and and that that their emotional connection to the mission of the organization you’re representing that’s what it’s all about it’s out it’s both yeah, i’d love to end there, but we have another minute together. Okay, i think i want to say okay, say it in a minute. In a minute. Yeah, okay. Oh, you mean from now for milk? When? It’s morning. Say for a minute, i’m just not that smart. When i was going to say was, you know, getting back to when i was saying earlier that i look to major gift officers like they’re another species of human, if there’s anyone out there who’s thinking about the fields, working as a gift officer, i just i see myself in part of the reason why i wrote the book is to be a champion for the field because i think it’s the best job in the world again, as i was saying, and it’s so powerful to be able to help make a difference for our cause and to meet wonderful people and it’s, i feel very grateful that i stumbled upon this, and even if you think you couldn’t do it, you should still try it. If there’s an inkling of the suspicion, you might want to do it, give it a try, pursue it, dip your toe into it. Maybe ask someone you work with to take you on a visit and experiment and you might surprise yourself because i never would have thought a million years. I’d want to do this now i feel like i found my calling that’s a great place to wrap it up. Great. Thank you so much. Misha linker, professional fundraiser in education and author of no one dreams of being a fundraiser. My unexpected journey from music to major gifts thank you again. Thank you very much. Next week, scale up and be sustainable. Kathleen kelly janice will be with me to talk about her new book, social startup success. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot. Com that’s a good word, were supported by pursuing online tools for smaller midsize non-profits data driven and technology enabled. Tony dahna slash pursuing capital p weinger sepa is guiding you beyond the numbers. Wetness. Cps dot com, appaloosa counting software designed for non-profits non-profit wizard dot com and tell us credit card and payment processing your passive revenue stream. Tony dahna slash tony tell us our creative producers, claire meyerhoff. Sam liebowitz is the line producer show social media is by susan chavez, and his very cool music is by scott stein of brooklyn. You with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark 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 org’s somehow they’ve gotten in touch kind of off line as it were and and no two exchanges of brownies and visits and physical gifts. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for November 17, 2017: Your Little Brand That Can & The Future Of Email

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Julia Reich & Stuart Pompel: Your Little Brand That Can

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Email still rules and it will for a long time. Sarah Driscoll urges you to be multichannel, mobile and rapid responding. She’s from 270 Strategies. (Also from the June 10, 2016 show)

 

 


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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 hit with see alaska sis, if you made me stomach the idea that you missed today’s show your little brand that can control your brand respect your brand consistently message your brand recruits strong ambassadors for your brand julia rushes from stone soup, creative and stuart pompel is with pacific crest youth arts organization that originally aired june tenth, twenty sixteen and the future of email email still rules and it will for a long time. Sara driscoll urges you to be multi-channel mobile and rapid responding she’s from two seventy strategies and that’s, also from the june ten twenty sixteen show. I’m tony steak, too promote the rollover, responsive by pursuant full service fund-raising data driven and technology enabled tony dahna slash pursuant and by wagner cpas guiding you beyond the numbers wagner, cps dot com you’re not a business you’re 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 tony dahna em a slash tony, tell us, here are julia rice and stuart pompel your little brand that can welcome to tony martignetti non-profit radio coverage of sixteen ntc the twenty sixteen non-profit technology conference we’re hosted by n ten the non-profit technology network. We’re in the san jose convention center san jose, california with me now is julia, right, and stuart pompel they’re topic is the little brand that could multi-channel approach for the small non-profit julia is branding consultant at stone super creative and stuart pompel is executive director, pacific crest youth arts organization julia stuart welcome. Thank you. Pleasure. Pleasure to have you both. Julia. Welcome back. Thank you. From lester’s ntc we are highlighting a swag item at each interview. And it’s, i think it’s only appropriate to start with. And ten non-profit technology network score and which i love the reverse side of as zeros and ones. You have your bits and bits and bytes. I believe that. Anyway. Zeros and ones swag item number one goes into the swag pile. There’s more to come. All right, julian stuart let’s. Talk about the little brandraise multi-channel approach. Small non-profit. Tell us about us. About the organization, please. Stuart okay. Pacific crest is a drum and bugle corps, and a drum and bugle corps is an elite marching band and it’s made up of students who audition it’s, a maxes out at one hundred fifty members. And this is a group that performs on field competitions and civic events. But primarily the unique aspect is a tour that our students go on for two months during the summer. Based where so we’re based in something california headquarters in the city of diamond bar. But we have kids from one hundred cities across the state, and we actually have some kids from other countries as well. My, my father was a percussion major, taut drum while taught elementary school music. But his major was percussion. And i, his son, was a failure of the drum. And then i must a clarinet. I tried violin. I practice. So you went from the easiest instrument to the most difficult. I yes. Yeah. My progress showed it. And i was just i was a bad student. I didn’t practice. If you only go to lesson once a week, you’re not gonna learn. I have to practice it’s. Very true. What is your background in? Music. So i was a musician growing up. I didn’t major in music in college, but one of the founders of pacific crest on when i first started, i was percussion instructor. But the group is made up of brass, percussion and dancers, and then a show is created very intricate blend of music and movement. And then we take that show on the road, as i said earlier. Oh, and the unique aspect of it is a two month tour where the kids leave the comfort of their homes and we travel by bus and stay at schools and performed four, five times a week. And just how old are the kids? Sixteen to twenty one. Okay, all right, julia let’s give you a shout. What is? Tell us about stone super creative. Well, i’m a branding consultant and i work mostly with non-profits and hyre ed and i help them to find and communicate their authentic brands to help them maximize mission impact. Okay, very concerned. We need to be multi-channel right? Because our constituents are in all different channels. And of course, we want to meet our constituents where they are, so we need to emphasized multi-channel. Ism is that true? Multi-channel is, um, yes, okay, it’s, like not discrimination, not, we’re not discriminating cross channels. How do we know where which channels we should be focused on? Because there are so many, how do we know where to be and where to place emphasis? Wow, it really depends on the organization. It depends on the organization’s audiences. I’m sorry, we’ll dazzle too broad. How do we know where our organization’s, how do we assess where our organization ought to be? I think that’s a better question for stewart to ask t answer in terms of his organization. Okay, all right, well, all right, where is where is? Where is pacific crest? So way have we have a number of channels, but the website obviously is the first communication place, but on social media, we’re where we limit ourselves to instagram, facebook and twitter and youtube as well we’ve not moved to any others and there’s some philosophical reasons, for example, snapchat is not one that we’re going to move towards of, but we know that the demographics of our organization are trending, you know, in terms of people who are fans and kids who are interested in being a part it’s going to be in that younger age group, and so we know that twitter is becoming more popular with that age group, and so we’re going to do a little bit more there to attract that age group. We also know that facebook is trending mohr a little bit older now, and so there are certain things that we do on facebook that we’re not going to do on twitter. Sorry or vice versa. That’s okay, wait, we have a small set here squeezed into ten by ten so don’t worry if you knock the night a night, not mike’s, okay? And so that’s, how we make some of our decisions, you know, we start with what’s out there a lot of times the kids bring it to us, we should have a snapchat, you know? Or we should have a facebook page, or we should have a facebook page for the trumpet section and a facebook page for them, you know? And so we have to, you know, we had to be mindful of which ones of the official ones which ones of the unofficial ones and how are we using social media to communicate? We may be using the facebook page to communicate to the outside world, but we also use social media to communicate within the organization because students, by and large, do not read email that’s for old people. I’ve been hearing that. Yeah, okay, okay. And so so were communicating to our members. Of course i’m going to send email to them in their parents, but we’re also going to follow-up with did you check your email on facebook? Okay, uh, now, i think it’s important people know that you do not have any full time employees. We do not pay anybody full time, so we have people who work. Ah, lot of ours. Yeah. Say that jokingly, but no, we do not have full time employees. Most of the money goes right back into the program. Okay, back-up what’s the philosophical objection, teo snapchat i think for us, the fact that a picture could be taken and or a comment could be made and then it khun disappear and the fact that it doesn’t necessarily disappear because it can be forwarded on, we lose control over it. And so for us, it’s, not something that we’re comfortable with right now. Snapchat is not a bad thing in and of itself, but when it comes to having kids in the group in the organization, we just felt that we’re not ready to do that at this point. Okay, it’s, time for a break, pursuing they’ll help you bring new donors to your work. They’ve got a new content paper on donor acquisition it’s the art and science of acquisition paper covers strategies that work from successful acquisition campaigns, and this is a campaign plus it’s got the numbers side pursuing you know them data driven as well as technology enabled, so data rise. What metrics should you be paying attention to? How do you know whether your campaign is succeeding? If you’re not looking at the right metrics, you’re not going to know and if you’re not succeeding, you need to pivot all the data that you need to be looking at. They’re going to cover that too. Um, it’s on the exclusive non-profit radio listener landing page that’s where you’ll find this content paper, it is the art and science of acquisition you’ll find it all at tony dahna slash pursuant and i am very grateful to them for their sponsorship. This show was back in june twenty sixteen when it first aired and pursue it was our sole sponsor. They’ve been with us that long. Check them out. Tony dahna slash pursuant capital p now back to your little brand that can julia anything you want to add? Teo building a a fiercely loyal group of supporters. Well, i would just add to what stuart was saying in terms of controlling the brand, you know, that’s something that’s important to consider and something we talked about in our session as one of the differences between the for-profit sector and the nonprofit sector is that we want to take control of our brands so that, you know, we’re in control and people aren’t just making up our brand for us, but at the same time, you know, i think traditionally for-profit sorr yeah, the for-profit sector and, you know, they kind of tightly policed their brands or at least they have, i think that’s changing, but i think with non-profits it’s more there’s, more flexibility built into the brand. So, you know, snapchat i can understand, you know, that’s not gonna work, but it’s not it’s more about, like, guiding your brand across the channels and, you know, there’s more of ah, sense of collaboration, i think inflexibility with with guiding your brand across the channels, there’s more of an interaction with your audience rather than tightly policing it. Okay, yeah, on stuart, especially the age group that you’re dealing with, there has to be a degree of flexibility absolutely right. That’s why? When the kid comes to me with an idea than you know, that’s, we listen to those ideas because especially now they know how they want to communicate, and sometimes where we come in from the management side is that’s great information. Thank you so much, but you need to understand that there’s a larger picture here. So when a kid comes to me and says, i think we should have different facebook pages for different sections, you know, and we should have a brass facebook page and we should have ah, regular facebook page and a percussion facebook page. My question back to that student in this case, a nineteen year old kid just asked me that in who’s, a member of the corps for three years, i said, can you please explain to me in your mind what’s the marketing reason for that? What is the marketing benefit of having so many different channels that essentially say the same? And so then we get a conversation going to help the students understand that while he may be seeing a small piece of this there’s a larger piece to consider who becomes a teachable moment in that way, but it also then opens up the question of well, if you want to communicate that way within sections that’s a great idea, let’s. Go ahead and make those pages. Make sure that i’m an administrator on them so i can see what’s going on. And then that’s and that’s how we kind of grew the internal facebook and the i think it’s the official facebook okay, you knocking mike twice now? That’s enough! I’m going to stop using my there’s just we’re so excited. We’re just just stick yah late ing wildly teo convey their passionate we are. Thank you so much, stuart. Thanks. You also let’s say, julia that’s every file of something something stuart said, not little listening, listening he’s listening to the nineteen year old who want to do something that probably isn’t isn’t in the best interest of organisation, but there’s still a conversation about it listening and all your channels way amplify how that gets done effectively and really, you know, really? Exgagement well, i think it’s about knowing who your audience is, um, you know, you don’t want to just put your brand out tio every single channel in the hopes that it sticks somewhere. You know, i think, it’s what stewart saying is really important he’s listening to his audience, he knows exactly. Who is audience is on and he, you know, he’s he’s lucky in that sense, because it’s kind of a built in audience and he’s able to listen to them closely and know, you know, where they want to learn their information, where they want to get engaged, and i think, you know, ultimately all of this leads to trust and trust in the brand, you know, if they feel like they’re being listened to, they’re going to trust the brand, and once they trust the brand, they’re going to support the brand, become advocates, let’s spend a minute defining the brand way you mentioned a few times. I want people to recognize that it’s more than just logo and mission statement amplify that would you for us that the brand? Sure, well, you know, i present the definition of brandon my session, and it was, you know, generally accepted for for-profit sector definition, which is that it’s your reputation and you know it is your reputation, i agree with that, but it’s your reputation in order to gain a competitive advantage, so that doesn’t really work with non-profits it is about your reputation, it is about your sense of identity. But you’re not really looking for a competitive advantage, per se. I think what you’re trying to do is clarify what your values are, what your mission is in order you fit in the community, right? And then ultimately, i think, it’s about collaboration, you know, that’s where non-profits do the best work and make the most of their impact. Their mission impact is by collaborating, okay. How do you think about you’re the brand? Stuart, a cz you’re dealing with, a lot of young people are exclusively young people well know their parents also how do you how do you think through this that’s? A good question, because we’ve we’ve had to come to terms with that a number of times because especially with the youth group, the thing that you’re doing is not necessarily what you’re doing, okay? So this producing a show and going on the road and performing that is what we’re doing in terms of the actual product. I guess you could say that we’re creating the program we’re putting together for the kids, but when you’re dealing with students or young people in general, you have to go beyond that. You have to go beyond the we say, you got to go beyond the music, you’ve got to go beyond the choreography and the competition. There’s gotta be a larger reason there’s got to be a so what? To this whole thing and for us, it’s the unique aspect of leaving on tour for two months and something really transformative happens to a kid when he is forced to take responsibility. For himself or herself for sixty days of lock down? Yeah, and for us, it’s maturation, maturation requires coping skills, and as adults, we cope with challenges throughout the day wouldn’t even realize it anymore, but there is an issue in this country, and the issue is that students don’t have the coping skills that are past generation tad there’s a variety of reasons for that that i don’t want to get into, but we create that a pacific crest when you go on tour and you’re living on a bus and you’re driving through the night and not getting as much sleep is, maybe you want to and it’s still hot, but you still have to rehearse and we have a show tonight and people are depending on you. The coping skills get developed quite quickly and learning how to cope and learning how to deal with those challenges leads to maturity. Maturation is a forced condition isn’t come from an easy life, and how does your use of multi-channel strategies online contribute to this maturation process? Right? So they don’t necessarily contribute to the maturation process, but when we communicate what we do, it’s always about the life. Changing experience, even we’re recruiting. We’re recruiting kids and we’re saying we want you to do pacific crest or come check us out because this is going to change your life. It’s not about performing in front of the audience is they already know that’s what they do, they already know they’re going to get into that we want to explain to them and their parents. This is why you’re doing this. You could be in the claremont, you symphony you, khun b in your local high school marching band, you can play little league, you go to the beach, you can do any of these things. But if you want an experience where people are going to applaud for you and it’s going to change your life were the place to go. Julia, how do you translate what stuart is saying, too? Latto cem cem strategies for actually achieving this online in the in the network’s. Uh, well, you know, stuart and i met because we were working together. I was helping him with his rebranding a few years ago on dh as part of the process of re branding. You know, there were several questions that i posed. To him, gee, i don’t have those questions in front of me right now, but, you know, it was it was pretty much about, like, you know, who are you? What do you dio and most importantly, why do you do it on also, you know, what is it about what you’re doing is different than what other organizations are doing? What makes you unique, you know, and then ultimately that lead tio three different what i would call brand messages that pacific cross has been able to use in one form or another, you know, across their channels in their promotion of their brand, i don’t know, stuart, do you know the brand messages off the top of your head? And we could maybe give an example of how those have been used, okay, what are they? So the first one and these air paraphrased is to bring together a group of kids who are like minded and and want to be in a very high quality, superior quality performance group that pushes them right, okay, the second brand messages that were here to develop your performance skills, okay, which is an obvious one, but needs to be stated. And the third one is the life skills that i mentioned earlier, where we’re going to create an experience that changes your life because of the unique aspect of the tour. And so we hit those super hard in all the channels and all of our communications. So when you mentioned, how else does this manifest itself in communication, when we’re talking to people about donating to pacific crest? We’re not talking about donating so we could make beautiful music. We’re talking about donating so that they can change a kid’s life through music so that the drum corps becomes the way we change lives, not the thing we do in another cell vehicle, right method rights and it’s about consistency in promoting those brand messages in some form or another, you know, distilled down to their essence. And i think that that is really important when you’re talking about brands. But how do you achieve this? But this consistency multi-channel some channels, very brief messages. How do you how do you do this, julia? Well, we gave several examples of what you have to think about. Like you know what should be in your mind? Well, i think with every type of marketing communications thatyou dio you want to think back to what the brand represents, you know? So, you know, let’s say your values are, you know, integrity and education, you know, when your personality is fun, you know you can think about while is every message that i’m putting out there. Is it fun? Is it promoting this idea of integrity, of educating the child? You know, that’s, those are just examples, but i mean, you can kind of use those as benchmarks, it’s, almost like the brand is your like, your north star pointing the way i’m actually not very good that’s. Excellent metaphor, maybe seen analogy? No, i think. Okay, stuart, who at pacific crest is is producing our managing the channels? Is that all you? No, we have a social media manager. Okay? And what he does is he uses a nap location called duitz sweet to queue up her posts, but he’s also, we also use him as an internal manager. Two that doesn’t make sense. We use them to monitor what the students facebook pages because students might say all kinds of things about the organization and once in a while there might be something that gets said or posted that is not reflective of what we are, who we are, and then i can always count on brandon to send me an email saying, i saw this on the kids site and i’ll i’ll contact the kid and say, we need to have a conversation about this post and that’s, so so we kind of do it both ways. We manage it internally a cz well, as externally, i don’t know if that answers your question completely, but i’m i’m not in every box of the orc char, but when it comes to communication, i’ve got my finger on that pretty, pretty tightly. Julia dahna maybe how can i be a larger organization but not huge? But, you know, just a five person organization and how can they shouldn’t manage this the same way stewart is trying way stewart is doing, but on a you know, smaller scale organisation, how do you sort of manage the integrity and without it being controlling right? That’s a great question eso when i work with clients, i make sure that if we’re going to go into a branding process that there’s a branding team that really represents all levels of the organization and its not just the marketing people or it’s, not just the executive director. I think it needs to be the executive management team, but i also think it needs to be, you know, everybody, not every staff person, but just every level represented, you know, at the organization, you know, the admin person, maybe it’s a programme, people, i think it could even be bored members, beneficiaries of your services, you know, on some level, i think that they need to be involved in that branding process, and then what happens is that the end? You know, everybody has kind of bought into this idea they’ve contributed, they’ve been heard and they become your brand ambassadors. So you’ve got internally, you’ve got people who are being consistent and gauging in conversation in the same way externally, you know, it’s it’s kind of this marriage of internally, the brand identity is matching with the brand image externally, so it’s, you know, it’s, you are who you say you are, you’re walking the walk and people people get that yeah, i’d like to add to that because julia said something that i hadn’t really considered we were even talking in our session today. We have a very dis aggregate. I love that we have a recession idea for a new session. So we have ah, what i call a disaggregated staff of people. So, you know, we have a few full time or sorry for full time focused on admin like myself in our operations person and finance person book keeper, right? But we also have all the people who teach the kids and these folks have to be ambassadors for the brand as well. So when our program director hires a new person to be in charge of all the brass instructors are all the percussion instructors. And we have a team of forty people who work with these kids. So the person in charge of the brass section we call the caption head he and i are gonna have a conversation and we’re going to talk about what the goals are. Pacific crest. And the first thing that he’s going to realize is competition is not part of the goals because it’s not part of the brand. Okay, it’s, it’s. Definitely something we do. But when i talked to him or or her, anybody who’s going to be in charge of the staff? They need to understand what pacific crest is all about, what we’re trying to do and that, yes, i expect you to make helped develop the best brass program that we can have so that the kids have an amazing experience and we can represent ourselves, but there’s a larger reason for that cause i want these kids to learn howto work hard, i want them to learn the coping skills, to mature, to feel responsible for themselves and to each other, those air, the outcomes, you’re exactly not not a prize at the company, right? And then and and i and i have jokingly say that every single person on the staff is part of our retention team, you know, and part of our fund-raising team like as good a job as they do of instilling that brand all the way through the organization through the death of the organization is what helps tell her tell her story. More importantly, if i’m in charge of the brass program and now i’ve been told by the director that this is what we’re looking for now when i go find my trumpet instructor and my french horn instructor and my tuba instructor, i have to make sure that they also believe in that same philosophy. And so the nice part for me is once the caption had buy into it, then i’m pretty confident that the people they hyre are also going to buy into that, and so it flows all the way through the organization. Okay? Yeah, essentially grand ambassadors, yes. Julia and ambassadors, he’s recruiting brand ambassador, random brassieres duitz a new head of of the percussion section or the right. Yeah, because i mean, the way i used to do it is i would go and i would meet with, you know, the executive director or the marketing director or whatever your dork, right? Right? Right. And, you know, and then we would talk and, you know, then i would, you know, go back to my studio and, you know, work my magic behind the curtain and come back and present them with their brand. And guess what? That doesn’t work at all. No, you know, because that it’s you know, either like it or you don’t like it collaborative, right? You haven’t been part of the process. Right. So it’s, harder for you to become an ambassador for it to buy, to get that buy-in right, right? I mean, have the body. Yeah. Now, it’s just really about facilitation, making sure that everybody’s heard and, you know, getting everyone on board so that they can own the brand. When it’s, when we’ve come to the end of the process, okay, that seems like a cool place to wrap it up. Okay? I like the idea of the brand ambassadors. Thank you very much. All right. Julia. Right. Branding consultant with stone soup. Creative on stuart pompel executive director, pacific crest lugthart organization. Julian stuart. Thank you so much for sharing. Thanks for having us. Thank you. Thank you. Thank you. Is tony martignetti non-profit radio coverage of sixteen non-profit technology conference? San jose, california. Thanks so much for being with us. The future of email coming up first. Wagner, cpas. They really do go way beyond the numbers for you. Way beyond being cpas. The guides, all these guides that they have there’s a couple of dozen of them on their resource page, each one specifically for non-profits ordered committee versus finance committee. Independent contractor. Versus employee checklist ali versus frazier disaster arika even find ali versus frazier disaster recovery plan church internal audit plan floor plan there’s no floor plan. All right, there’s, no floor plain, but there is a koa cost allocation plan. I’m not even sure what that one is. I went through it, but if you’re allocating costs, then it’ll make sense to you cost allocation plan, but they’re ah, bank statement, bank statement review form your viewing your bank statements all the time. Are you checking for the right things? Ah, wireless device policy. So they’re going way beyond the numbers. Very generous with all these free resource is just browse the list for god’s sake. It takes you a minute toe, look through and see what applies for you. Take a look at everything they have wagner cps dot com click resource is then guides at blow software i think you’ve heard me say this you’re non-profit but you’re using accounting software made for a business. I never thought of this. It was completely outside my ken then apples came along, wandered over, walked through the sponsorship door and i found enlightenment non-profits need accounting software that’s made for non-profits not quick books or terrible cash or microsoft or escape, those are built for corporations for businesses. Appaloosa counting is designed for non-profits built from the ground up for you, for non-profits to make your non-profit accounting easy and affordable. Non-profit wizard dot com now for tony steak too. My latest video it’s still out there, promote the ira rollover this’s a fantabulous gift for you for end of year only applies for those who are seven and a half and over. I explained that you know the details of the advantages last week for donors and for you just amplifying the benefit for you is this is a gift for you now today. So i considered a planned gift because it comes from someone’s ira, their retirement assets. But the cash comes to you today, not at the donor’s death, so that distinguishes it from most planned gift. Very easy to market. You could put a buckslip in the mailings you’re already doing, do a sidebar in an email blast. Maybe the email blast pertains. Teo your annual fund on dh yeah, your annual fund for the end of year appeal put a sidebar in promoting the ira. Charitable roll over, it’s. Really simple. The donors just go to their hyre a custodian and get a very simple form which is usually on the custodians website. They fill in your name, your legal, your legal man, your tax idea, your address boom and it’s yours. So, um, prote the ira roll over my video. Is that tony martignetti dot com? And that is tony. Take two. And here is sara driscoll with the future of email. Welcome to tony martignetti non-profit radio coverage of sixteen ntc non-profit technology conference. This is also part of ntc conversations. We’re in san jose at the convention center. My guest now is sara driscoll. Sarah is the email director and vice president at two. Seventy strategies. We’re gonna get to sarah in a moment talking about the future of email for the next ten years. First, i have to do our swag item for this interview. And it is some locally sourced cooking. Nothin crackers from crowdster crowdster non-profit radio sponsor. Actually. So crowdster and local crackers. The crowdster cracker. Thank you very much. Crowdster way had these two the swag pile four today. Okay. Sara driscoll. The future of email for the next ten years, twenty sixteen to twenty twenty six you’re pretty confident. You know what this is going to look like? Absolutely. Absolutely. You’re not just pretty calm. You’re absolutely confident. No qualifications. Okay, um how do we know what? Well, how do you know what’s going on what’s gonna happen in ten years? Well, i should say i don’t know exactly what’s going to happen, but what we do know is that email isn’t going anywhere. So there’s all debate right now in the tech and non-profit space about, you know, is email still a resource that my organization should be investing in, you know who even check their email anymore? No one reads them everyone’s going way too much of it all the, you know, millennials are on snapchat and twitter what’s the point of, you know, really investing my email list anymore, and the truth is, email is still stronger than ever. I actually just came from another panel where email revenue was up twenty five percent in twenty fifteen the year before, so people are still reading their e mail. They’re still donating it’s still one of the most powerful ways to reach people online. We have to get smarter and more strategic about it. Okay, now maybe there is some age variability, so if your if your constituents he happens to be exclusively sixteen to twenty five year old, maybe email is not the best channel for you. Ah mei is still maybe a channel, but maybe that’s not what your priority should be. That’s ah, great point and something that where we’re definitely looking at in terms of you know, you not only want to just you don’t want to just rely on one tool for everyone multi-channel write. The most important thing is to look at who your supporters are, what your goals are and make sure you’re meeting your people where they are, um and so that’s kind of the biggest piece that we talked about yesterday. I had folks from the sierra club and act blue join me to talk about their current email, listen, what they’re seeing and the number one theme was yes email, still alive and well, but it’s no longer king the most important thing is to make sure you’re going not just with email, but really integrating it with all of your digital tools, so making sure supporters are seeing you, not just on email but also on social media on dh, just using email as one of the tools in your toolbox, not the only one and consistency across these messages, right? Absolutely we actually to seventy. Our digital ads team recently has been ah, playing around with testing facebook ads that correspond with email. So is someone who reads an email, maybe clicks away from it, then goes on facebook and season ad with the same ask, are they more likely to then go back and don’t have that email on dh it’s across the board? We’re definitely seeing lift there. So with so much of all human, so many touchpoint these days and people having such for attention spans, the more you can get in front of them, the more you can get into their brain, the more likely they are to take the actions that you want them tio okay, a lot of lessons came out of the obama campaign four years ago now, so center in a presidential cycle again want to refresh our recollection about how groundbreaking a lot of their work was? Absolutely, yeah, and that’s something that you know, we are three xero everything about this now is, you know, the obama campaign was four years ago, email is absolutely huge then is it as huge now as it was back then? And the answer is yes, you’re seeing it with hillary and bernie raising tons of tons of money on line, and and it was that same back in in twenty twelve, we raised more than half a billion dollars online over email alone, and i think to really key things came away with from that campaign one was that you should not be afraid of sending maury male ah lot of people, you know, probably complain, and when i tell them today that i was on the obama joined brovey multi and they say, oh, god, they were sending you yeah, yeah, and so they say so it was you who sent me all those e mails, but we tested it thoroughly and we saw no, really no effective sending more email, not everyone’s going to read every single one of your e mails that people who are really, really, really upset about it are might unsubscribes but they’re not the people who you want. To reach anyway, they’re not going to be your your top online advocates and supporters if they’re not willing. Tto gett une male and and you didn’t see large rates of unsubscribes onda well, especially in terms of the people who we want to hit those online donors people. We had one group of people that we segmented out and sent maury mail every single day, so we sent him one or two additional messages. So we’re talking now for five, six emails a day those people actually gave more than the other group because again, it’s about, you know, people have so much email in their in box that you want to just make sure you’re getting in front of them. A lot of people won’t even notice how maney you send, and you want to make sure that you’re hitting them with the message is that they’re going to respond, teo but i think more importantly, the reason why are our strategy of sending maury mail worked was because every single email felt really personal and really relevant. So, you know, all this is your other take away, yeah, yeah, yeah so we spent so much time crafting the messaging developing really, really unique center voices that the emails felt like they were coming from the president from the first lady from rufus gifford, the national finance director on dh that’s, the philosophy would take a two, seventy two is making every making email personal, so it doesn’t feel like more email or too much email if the email that you’re reading is really strategically targeted to you and feels really personal and timeline relevant what’s happening in the world, it doesn’t feel like, oh, they’re just sending me another email, it’s oh, they’re sending me an email right now because they need my help to achieve this, and if we if i don’t step up and help right now, there’s going were not i’m not gonna help solve this really urgent problem, and and one really clear indicator of that twenty twelve was when we sent the last email from the national finance director rufus gifford, and he said, you know, it was election day or the day before like, this is going to be the last time here for me on this campaign, you know, it’s been a wild ride sort of thing, twitter actually kind. Of exploded and people were legitimately sad to see rufus go there like we’re going to miss burnam is your proof is i’m gonna miss seeing you in my in box every day, and that was someone who had sent them hundreds of emails, so it just shows that if you take the time to craft really personal messaging that really treats your email subscribers as human beings, they’re most of them will respond really, positively. All right, you gotta tell me what it was like to be just part of the obama campaign and specifically in the in the email team when when you were breaking ground. Yeah, it was freaking like i’m a fourteen year old cause i’m so excited. What was that like? It was incredible is definitely one of the best experiences of my life. How do you get that job? Honestly, i i actually just a applied through ah, an online form. One of my friends sent me listserv inside the job posting was writers and editors for the obama campaign needed, and i were actually fording that to a friend and saying, holly can talk about dream job, i’ll never i’ll never get it. And i didn’t expect to hear back, but i did, and you know, the leadership there, it shows that they really were looking for people who are committed and also just great what they do. It wasn’t about who you knew. They were biggest one to find people from outside the normal realm of politics, and i was working in a really small non-profit at the time, and they saw me and they they liked my rank simple, and here i am today, that’s outstanding, so they didn’t they didn’t want that the established direct mail on email consultants for inside the beltway, they truly wanted really good writers and on dh that’s something that that i talk about all the time now my current job at two seventy, whenever i’m hiring, i always say i want great writers first, whether it’s for email, whether it’s for digital, anywhere because digital is all about storytelling and that’s how you move people to take action is by telling them a story that they were gonna feel andi want teo to respond to. And so it all comes back to the words, even in this tech age around a tech conference, but i’m still you know, the tools and tech is really important too, but it will only take you as far as the words that you write twice. Yesterday it came up in interviews that a logical appeal causes a conclusion, but an emotional appeal causes inaction on the action is volunteer. Sign forward, share give you know, whatever that is, but it’s the emotional appeal that it creates the action that we want absolutely people are goingto take the time out of their busy days. Toh ah, volunteer or, you know, give any their hard earned money unless they really feel and they really believe in it. Okay, all right. So let’s ah, all right, so let’s dive into this now a little more detail. The future um, mobile. Now we already know that email needs to be mobile response is is that i hope they’re way past that stage or people still not providing mobile response of emails right now. We actually said that on the panel yesterday when when we when i introduce the question the panel, it was, you know, whether or not my e mail needs to be mobile optimized shouldn’t be a question anymore. It’s more you know, how can i continue innovating and continue optimizing for mobile something like my julia rosen for mac blues on my panel said that somewhere around forty percent of all donations they processed this last year were from mobile, and they brought in. They just celebrated their billion dollar. So you think about, you know, how i consume email in digital content these days, it’s mostly it’s on the bus when i’m goingto work, you know, it’s when i’m on my couch, watching tv on and it’s almost exclusively on my phone. So it’s not just about making sure it looks pretty on a phone the most important piece now and where where i think especially non-profits can continue to push is making the entire user experience really optimized and really easy, so that goes to saved payment information platforms like act blue and quick donate making sure you’re capturing people’s information so they don’t have to pull out their credit card on the bus and type in their numbers if they’ve given before you should have it and they nowadays people can click, you know, with single click of the button and their donation goes through same thing with the advocacy messages and it’s things like making sure that your, you know, landing page load times are really fast on that they aren’t being slow down with too many forms or too many images. You want people able to hit your donate link on, get there immediately or whatever action you want them to take because you’re gonna lose people if they have to sit there on the, you know, again on the bus forever waiting for your page to load and it’s the more barriers that you can remove, the more likely people are going to follow through. Should we be thinking mobile first, designing the email for mobile first rather than as the as the add on? Absolutely. Jesse thomas, who is at crowd back, was also on our panel yesterday, and he said that he which i thought was brilliant, he now has his designers and developers do their previews on on a phone. So usually when you’re previewing a new website, you know it’s up on a big screen, but that no one is going to be looking at it on a big monitor. So he literally has the developers pull up a phone and say, you know, here’s where we’re at in staging so they can, you know, make edits and go from there. Okay, okay. Okay. Um, mobile acquisition. You have ideas about acquiring donors and or volunteers or whatever constituents, supporters? Absolutely eso from now until twenty twenty six? Yeah, i think it’s just going to get harder and harder. We’re noticing, you know, the quality of of names are going down more and more people want a piece of the pie and i think it’s so it shows just how strong a male is because people are still are trying to grow their less, which they should and the traditional platforms like care too and change it order still great. But again, with mohr and maura organizations rightfully looking to grow their list, we need to start figuring out how else we can get people in the door. So i don’t have the answer. I think this is one of these places that the industry really needs toe latto innovate in. I think that one area that non-profit especially can really ah, invest in maura’s peer-to-peer on dh that also there. People are constant asking me how do we get you gnome or more teens where millennials onboard and just going back to like we’re talking about the emotional appeal. People are much more likely to do something if, if asked, comes from their friend or family member esso, i think the more we can get people to reach out to their own networks and bring people onto email list into the these communities on their own, those people are going to be so much more high quality to than any donor that you, you know, that you buy or any listen let’s build that you do that way. So i’m just gonna ask, is the state of acquisitions still buying or sharing lists with maybe buying from a broker or we’re sharing? Or someone with a similarly situated organization means that still where we are? Yeah, it’s definitely still worth it to invest in list acquisition. I always say you have to spend money to make money, but it also goes backto, you know, quality over quantity. I would never recommend an organization going out just buying swaths of names just to say they have ah, big list. You only want a big leslie you can go to those people, when you need that truly yeah, yeah, i do think one area that the industry has grown a ton lately, and i just really going to continue to is in digital advertising, so in the past used to be that you would never you wouldn’t think that you could acquire donors, you know, through facebook ads or that sort of thing and that you don’t want to ask money over advertising. But in the last year, we’ve really seen that change, and people are really starting to respond more to direct ass over advertising and there’s so much more that we can do there, and in general, the non-profit industry really lags behind corporate marketers, so i think about, you know, my own online experience, and i’m constantly being followed around by that those boots that i wanted to buy, but i didn’t and things like that and the corporate spaces so good at really targeting people with exactly what they want the booty just glanced at exactly, but then they’re there and then suddenly they’re in my head and i’m like, oh, maybe i do want them, and more often than not, i buy them, which i shouldn’t but i think that’s where the organization’s really need to go is really highly targeted, highly personalised messaging that responds tio people’s previous actions are they bun hyre kayman on having been on your site for exactly, you know, the most simple exactly just let people tell you the messaging that they want to receive and the type of types of actions that they’re interested in and yes, you can, and that digital advertising is going is a huge, huge space for that. But, you know, not every non-profit has a butt huge budget, but you can still look at your own data and figure out okay, who are my people who seem to really like social actions or people who are on ly about advocacy petitions and target your messaging that way? Let your own data show you the types of emails you should be sent there. Okay, so you so you have a lot of the intelligence, you just have to mind it. Yeah, you have to know what to look for and you have to take the time which i know having worked a non-profits time is your biggest scarcity, so but it’s so worth it. Really, make sure you’re looking at your data and tailoring your messaging that way got to take a break keller’s credit card and payment processing. How about this passive residual revenue stream pays you each month? That’s what tello’s payment processing is offering when you refer businesses to them, the businesses that sign up will get discounts, and you will get fifty percent of every dollar that tell of urns from the businesses that you refer. And on top of that there’s the two hundred fifty dollars offer, which is on ly for non-profit radio listeners, you refer a business if tello’s decides that they can’t save them any money that this business has such a great credit card processing fee structure that they can’t save them any money, they will give you two hundred fifty dollars so it’s worth it for youto start making referrals to tell us and, you know, same businesses you’ve heard me mention, but i i’m going to drill this home because i need you to think about businesses that you can refer the ones owned by your board members, local merchants in your community, the maybe restaurants, car dealerships, storefronts of any type big. Small. Anybody who accepts credit card your family members do they have a business that accepts credit cards? You can save them money and you can earn half the revenue that tello’s urns from the businesses you refer that sign up with. Tell us. The only place to find this offer on the two hundred fifty dollars is the landing page. Tony dahna slash tony tello’s. Let’s. Get them some referrals. Now back to sara driscoll and the future of email. You have ah, advice around. Rapid response. Yeah, i love rap response so way. Talking about after a donation or, well, after some action has been taken by that we mean no wrappers. One’s mohr is just respond to something that happened out in the world. Ok, yeah. So event that’s. Topical? Absolutely. Yes. So on. And this is a struggle that we had in twenty twelve, and i think every ah lot my clients have in that every organization has is where you spend so much time cal injuring and planning and designing these amazing campaign’s a cz you should. And then, you know, something happens. And every single time i’ll tell people you want to respond to what’s actually happening in the world doesn’t matter how how much you love the campaign you had planned for may be this day people are going to respond much more to what they’re seeing and hearing and feeling rather than what you’re, you know that if your community trying to crack for them from you, so and i think there’s ways that organizations can set themselves up for success with rapid response so first is just having a process for it. So, you know, anyone who works in email knows that you can spend a lot, you get bogged down approvals processes and getting emails actually set up and out the door, make sure you have a plan for if something happens that you need to react, tio, that you’ll be able to turn something around quickly expedited approval, absolutely put out the layers that we don’t really need you to get this out within hours. Really, we’re talking about our absolute the quicker you want to be the first person in their in box and that’s, you know and and and also you don’t wantto on lee send the one email, though, and then walk away and say, we did our apparatus rapid response? We’re done, it’s, a big enough moment. Keep it going. You should, you know, make sure you’re following up with people who took the action with different actions to take and just keep the keep the drum beat up for as long as its people are paying attention to it. Okay, okay. Let’s see are their automated tools that we can weaken you can recommend around rapid response that that that help i would say automation is actually the is is great and i think is a huge space that non-profits and grown as well. So again, corporate marketing so much of what you see, those drip campaigns, the re targeting you get is automated esso they have a lot more time tio, you know, think of the next creative thing to dio rather than just manually setting up the next email to send you know, an hour after someone visit their website, but it’s, when you’re playing with automation, it’s really important to not just set it and forget it because of moments like rapper response. So if you have ah triggered welcome siri’s set out for new people who join your list, don’t just let it go for a year and not updated with what’s actually current and relevant, same thing if you if you know that you’re going to be having automated message and going out and then something happens, you want to make sure that you’re going back in and either revising or pausing it, especially if it’s unfortunately, we never want this, but if it’s a tragedy or something out in the world, you also really don’t want to seem tone deaf, so automation is great, but and we actually talked yesterday about, you know, if we’re all going to be replaced by robots, one day robots can do all of the automation take a lot of the work off your hands, but they don’t have the brains and the heart to think about. Okay, wait, what? What does a user really want to be hearing right now? Be sensitive, exactly sensitive to what people are feeling? Yep, reading okay, okay, fund-raising you have ideas around fund-raising lots of ideas about fund-raising i think about it way too much, i mean, this could bea, you know, you talk about fund-raising for hours, i think the interesting thing right now that people are seeing is we saw we saw this huge boost in email on online fund-raising, you know, around twenty twelve and with all of the ground that we broke their and things like quick donate all these new technologies appearing, making it easier for people to give online, so we saw a huge boost around then. And now i know so my clients and organizations i’ve been hearing around here are kind of seeing a plateau effect, so let’s say, you’ve done all the optimization sze yu have the tools, but and so you probably saw some huge a huge boost in your numbers, but now you know, what do you d’oh and so and with and it’s also like the cat’s out of the bag with the male fund-raising right, like people know that it works so now everyone’s doing it, and that gets back to the volume issue where how do you break through the noise? That’s? Why, i think it’s super important toe really? Look at first, we’ll continue toe investing your list, get those new people on board, but also look at the people that you currently have and make sure that you’re you’re targeting them effectively, so things like making sure that you’re sending the right ass amounts for people segmenting by previous action taker. So if someone’s dahna someone who is an offline volunteer could probably be a wonderful online fundraiser for you two and too often, organizations treat their people in silo, so they’re volunteers are out in one. Area and digital isn’t really touched them their direct mail people are in a whole other area than their online givers are also treated differently and it’s so important to look at each user individually as a whole person and making sure that you’re there recognizes that there recognized for their relationship with the organization surveys could help. Here is really simple where we had someone on the show yesterday talking about just like five or six questions surveys? How many times do you want me to do? Do you want to hear from us? What channel do you want to hear? When should we ask you for for your your gift? If they’re assuming they’re in annual about a sustainers but, you know, so simple, like survey and listen yep, yeah, and then adhere to what they ask absolutely so again because there’s so much volume the more personally khun make your messaging, the more like the people are to respond. Another thing i’d say is there’s also, people often ask what the magic number of fund-raising emails is a year, but i think it’s so much more important toe to make sure that you’re developing really creative and interesting and timely campaigns. So look at your entire year and you really do have to start a year back and figure out what’s, you know, if they’re big moments that you know of that you can create fund-raising campaigns around. So, you know, giving tuesday is a great example of it that’s when it’s really blown up in recent years because it’s such an organic fund-raising opportunity that people are listening to in paying attention and they want to be a part of, and now the challenge is figure out how to create those moments your own moments, right? Because so many people are now involved in giving tuesday it’s hard tto tto break through the noise. So look at your calendar. Figure out what your giving day could be. Where can you drum up noise around your organization? And the more that you can tie it to a specific date so you can then have a deadline and a goal and ramp up your volume towards it. The more likely people are toe to pay attention. Um, you know, it’s all about crafting that urgency in a really authentic way. Okay, we’ll leave it there. Sara driscoll. Okay. Great, thanks so much. You’re loaded with information could talk about enough for our how did you get this into ninety minutes are over long. Okay? Sara driscoll she’s, the email director and vice president at two seventy strategies and this is tony martignetti non-profit radio coverage of sixteen ntcdinosaur the non-profit technology conference. Thank you so much for being with us next week. There’s no live or podcast show happy turkey day affiliate’s you’re covered. We’re going to replay this week’s show for you. If you missed any part of today’s show, i’d be seat. You find it on tony martignetti dot com. We’re sponsored by pursuing online tools for small and midsize non-profits data driven and technology enabled tony dahna slash pursuant bye weinger cpas guiding you beyond the numbers wagner, cps dot com by apple it’s accounting software designed for non-profits non-profit wizard dot com and by tello’s credit card and payment processors. Passive revenue streams for non-profits tony dahna may slash tony tell us ah, creative producers claire miree sam liebowitz is the line producer. The show’s social media is by susan chavez and are very cool music is by scots diner brooklyn. Thank you for that information, scotty 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 applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff, sort of dane toe add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge. Somehow they’ve gotten in touch kind of off line as it were and, uh and no two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for November 10, 2017: Relationship Fundraising

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Adrian Sargeant: Relationship Fundraising

There’s a lot of conventional wisdom about how to be donor centric and build strong relationships. But what does social psychology research tell us about how to achieve these and what your donors expect from you at each relationship stage? Adrian Sargeant is a professor at Plymouth University and directs its Centre for Sustainable Philanthropy. (Originally aired March 18, 2016)

 

 


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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 be thrown into larrin, jim frak, sis, if you obstructed me with the idea that you missed today’s show relationship fund-raising there’s a lot of conventional wisdom about how to be donor-centric and build strong relationships. But what does social psychology research tell us about how to achieve these and what your donor’s expect from you at each relationship stage? Adrian sergeant is a professor at plymouth university and directs its center for sustainable philanthropy. This originally aired march eighteenth. Twenty sixteen on tony’s steak, too, promote the rollover, responsive by pursuant full service fund-raising data driven and technology enabled tony dahna slash pursuant and by wagner cpas guiding you beyond the numbers regular sepa is dot com you’re not a business, you’re non-profit stoploss accounting software designed for non-profits non-profit wizard dot com tell us they’re turning payment processing into passive revenue streams. Tony dot, m a slash tony tell us here is adrian, sergeant with relationship fund-raising it’s. My pleasure to welcome professor adrian, sergeant to the show he’s. Professor of fund-raising at plymouth university and director of the center for sustainable philanthropy. There. He used to hold the hartsook chair in fund-raising at the lily family school of philanthropy at indiana university. Fact he’s calling today from bloomington he’s, a prolific author, researcher and presenter. If you go to the center for sustainable philanthropy website, you will get bored scrolling down his list of books, papers, articles and presentations. Center, by the way, is c e n t r e we have ah so snooty english university there. Plymouth he’s at adrian sergeant and his last name is spelled like the military rank. Welcome, doctor. Professor. Agent sergeant. Well, thanks. Pleasure. Welcome from from bloomington, indiana. How is it there? It’s worth a lovely spring day here. And i’m looking at into blue skies in some time which and it’s not not always the case in the u k either. No, certainly not. In my part of the uk, everything you hear about british rain and british weather is pretty much true of my region. I see. What reason? Where is plymouth? Thomas is right down in the southwest tip of the country on dit came to say my pose for your audience is that it’s where the pilgrim fathers set sail from years ago? The mayflower left from the steps of the barbeque in the area in the city of plymouth. Oh, excellent. Okay. That’s. Interesting. No, and then plymouth. Then we have plymouth rock on the us side, so yeah. So that was a very symmetric trip. I never knew that total symmetry ever visit. You could actually see the steps that the pilgrim fathers used teo to board the mayflower before they set bail on that. Well, that point. Very epic journey. Yeah, of course. I i guess they called it plymouth rock teo to make it symmetric. So it’s. Not like it was named. It wasn’t named plymouth rock when they landed on it. I don’t want people to think that that’s what? I was assuming that it was named plymouth rock when they landed. I don’t believe it was okay. Very cool. Interesting. Thank you. Um all right. Relationship fund-raising adrian it’s. Okay, if i call you adrian, right? Yeah. Okay. I don’t get doctor. You know, you’re not calling on me for questions or anything. So doctor, a professor. Okay. Adrian what’s. The current state of this, i gather it’s not what it ought to be. No, sadly, the quality of relationship fund-raising what not ugly in the states but around the world is not in a particularly happy space right now onda reason i say that is because you’ve now got quite a lot of data on, um, the pattern that dahna retention and loyalty that we’re able to generate, and obviously the whole, the whole thrust of relationship fund-raising is that you want to build a longer term, mutually satisfying relationships and supported yes, and all the evidence that the moment is that it’s going in entirely opposite direction we lose. Typically in the states, we lose around seventy percent of our supporters between the first and the second donation and then probably around two, thirty percent of them year on year thereafter. Well, you try running a business with that. Yeah, i’ve had other guests on, quote, that exact same statistic, and i don’t understand how this khun b because there is so much talk about donor-centric donor-centric ism, and we have to listen to our donors and pay attention to their needs and put them in the center. Why? Why, why? Why is this not working there’s so much talk about it, why are we not doing it? I think they’re pulling two two reasons for that one is that often when i talk about dahna lorts him attention in the sense that kind of preaching to acquire a lot of fundraisers know what they should be doing or could be doing, but they don’t always necessarily get the stain level of investment from the board that they’re looking for on it could be oftentimes quite able to push that level of change through the second reason i think is on. We might talk more about this, but i think one of the problems we have in fund-raising is that it’s, one of the few professions it’s probably the only profession you’ve been join without actually meeting to know anything. Good luck, you know you’re going to see adventures to have studied or doctor that had studied or even employing a plumber who hasn’t studied it’s important? I think that fund-raising they’re exposed when they come into the profession to a body of knowledge. Then it’s agreed that this is what you need to know if you’re going to be a successful, competent fund-raising on that, then organizations would employ people who had demonstrably, you know, got that body of knowledge because we don’t have that right now because we don’t value it. Oftentimes people end up in fund-raising roles where they’re really having to discover things that we already know for the first time. Yeah. Now, are we getting better? I mean, there are programs. There are degree programs and including at plymouth university and the ones i can think of in the us at new york university and columbia. I think fordham and those are only new york’s. You know, those ones? The ads that i get new york city, those only new york city. So there are more programs, are we? Are we starting to recognize the value of a professional pressure? Especially trained fund-raising force? I think for now that you know we’re not some of the some of the programs are burying quality. I mean, there are some good ones. Always see that there’s one come on by you and there’s, one of seminaries in minnesota. And, you know, i could go on. But the sweet spot for fund-raising education is what you got a blend of delivery by practitioners and academics so that you get some of the emerging science of dona behavior that impacts on what people know as well. Sadly, i think some programs are run entirely by practitioners, so you only get one half of the equation there on what you’ll get, obviously their, you know, their background in their experience, which obviously has a place but that’s not the same as being exposed to the modern research findings that, for example, on social psychology we’ll talk about that could be informing what they do. Yeah, yeah, you know, you end up with more of the conventional wisdom. Yeah, we’ve got a you know, i’ve mentioned we’ve got a problem with attention right now what i didn’t say is there’s actually getting worse? I’ve just completed a very large scale study in england of six million dahna records on, we’ve looked at people recruited way back in two thousand and compared them with people recruited in two thousand ten on their substantially less loyal now, so no only we’ve got very leaky bucket, but that bucket is getting weaker by the day. Okay, uh, that’s ah, that’s pretty positive. Motivation and enthusiastic motivation let’s, let’s, go out for a break. Adrian and i are going to continue talking. Of course we’ve got what? What drives donorsearch multi and how do you measure it? And the stages of the fund-raising relationship? Stay with us, it’s time for a break pursuant, they’ll help you bring new donors to your work. They’ve got a new content paper on donor acquisition it’s the art and science of acquisition i hope you watched their webinar on finding the hidden gems looking among your existing donors, so you covered that now, it’s getting new donors this paper covers strategies that work from successful acquisition campaigns, and really, this is a campaign you want to think about acquisition as a campaign for new donors, plus the numbers pursuing his data driven, you know that. So what metrics should you be paying attention to? How do you know whether your campaign is succeeding? If you need to pivot pursuing has a landing page exclusively for non-profit radio listeners, you know this and that’s where you’ll find this content paper, it is the art and science of acquisition and that landing pages at tony dot m a slash pursuant capital p now back to adrian, sergeant talking relationship fund-raising adrian let’s jump in and explore what what it is that we know we’ll drive the donor loyalty that we’re trying to reverse the trend of, well, the fact of ah, really quite similar to any relationship that somebody might have with an organization so there’s a lot of learning that we can take from the commercial world that we find it equally relevant the non-profit space, andi, my guess is that many of your listeners will have had the car service recently, or they stayed in a hotel or they used the service online that probably they’ve been asked at some point tell us what you think of the service has satisfied were you with the quality of that experience on these kind of satisfaction that is, in a sense, kind of quite ubiquitous? I think the’s day on re homeless ubiquitous is because there’s a huge link between her status side somebody with the court in service they receive on their level of loyalty on people who are very status by are six times more likely to come back and purchase again on average than people who just satisfied so there’s um, active behavioral, different on the extreme of the scale, right? So the goal needs to be for our organizations to get people to the point where they’re very satisfied, actually with the way that they’re treated as a donor. Now the last one i make here is that the multiple in our world isn’t as big as it is in the trading context. Duitz and trading world, very satisfied equates to six times more likely to come back again in our world don’t say they’re very satisfied, but the cause your service provided by the fund-raising to you are twice as likely to be giving a year, then thin people who say they’re just satisfied. So it’s been a massive factor, but the multiple isn’t quite as big as it might be in other contexts. Okay, um, any any thoughts? Why? That is why i don’t? How come we only get one third of the the likelihood of returning that compared to the corporate world? Well, i think there’s a range of other factors that player in our space that also have an impact on loyalty and retention satisfactions an important one on one of the things i like to do is focus unconference isn’t easy, and then right in the satisfaction is this is a major driver of dahna loyalty, which in terms of which in turn, is a major driver of the value of fund-raising database. So how many people actually measure it then on, if you’re lucky in a room of two hundred people, you might get one hand god, and then you are people well out of those folks, you know, who’s actually remunerated how good they make their donuts real. Andi, you won’t find any hands that go with that point, so we don’t take that factor seriously enough. But then there are other things that creeping in our world, the trust in the organization some of your listeners might be thinking got agents talking about satisfaction with across your service provided by the fund-raising team. But what about all that really great stuff we do with beneficiaries? You know, surely that’s gotta count for something incense of retention and loyalty writhe difference that we make it on dh that’s, true, but for most donors, unless they’re major donors, the mechanism for that it’s trust if i’m a major donor and i’ve given you five million to put up a building in a sense, i don’t need to trust you because i can see the building up, right? But if i’ve given you fifty dollars to help starving child that i really have to trust that you say that you do exactly what you’ve told me you’re going to do with that resource. S o trust for the vast majority of our donors is a big driving factor in terms of lorts potential. Okay, okay. Um, and, you know, these sound very much like not only, you know, relationship factors in a commercial sense, but also in a personal sense, they are our friends and our parents, no loved ones. Yeah, a lot of these relationship variables are just as relevant toe all human relationships. I mean, originally this study of things like satisfaction, trust and commitment all came out in something called relationship marketing. What that was trying to do is to take ideas from human relationships on apply in that case, teo relationships, that businesses have customers. And at the core of all the relationships that we have of these notions of satisfaction, commitment and trust, no anything. You want to tease out about commitment? We spent little time with satisfaction. Trust anything more you want to say about commitment? Yeah, it is that one of the really big tribal loyalty on beauty that comes out stronger than thin. The others i’ve mentioned on what that is is a really burning passion to see the mission of the organization achieved. And you can imagine that, you know, people who are committed to finding a cure for breast cancer, you know, tend to support charities that do that on dh for extended periods of time. But that really passion to see the mission achieved eyes one of the really big drivers of lorts in retention, andi. So the question, i suppose then, is well, i had you build commitment then and again, we know from research quite a few things help build commitment that one is at risk. So if you’re running a shelter for homeless folk and i’m a donut, the organization and i believe that by canceling my gift today, somebody somewhere is going to be without bed tonight. I am a bunch more likely to continue to support that shelter. S o that element that i see, a risk in canceling will help drive commitment. So too will a personal connection. You know, if my life has been touched by breast cancer because i had lost a loved one to it, you can imagine that i’d be pretty fired-up about finding a cure for that being committed to those sorts of organizations andan also it worthy of note, is some thing i called multiple engagements and there’s a micro on a macro level. To that, the macro level is that people who are donors and campaigners and service users and volunteers, and and wait till we get there and you get a whopping more loyalty. And then the micro level is every time you have a two way interaction where there’s a little bit of cognition that takes place, maybe the organizations asking your question, what would you like to receive? What do you think about this? How many times do you want to hear from us here? Do you want to get news? Whatever it might be. Every time you have to weigh interaction with a quarter, you get a little teeny tiny bit more loyalty. And, of course, in the digital space it’s now by easy toe have those little, many interactions with people and it’s really worthwhile because it drives behave excellent now there’s research supporting all this, right? Yeah, absolutely. I’ve bean doing work in the non-profit space for the best part of twenty years now on dh we’ve done in a large scale survey work with probably a couple hundred thousand donors here in the states now getting on for two million donors in europe, tracking the relationship between satisfaction, commitment, trust and then behaviors of interest like like who e-giving next year with assembly of upgrade on even actually leaving a bequest to the organization? What about that that’s a significant how is that a significant factor? Well, one of the big drivers off, in fact, the single biggest driver i’d say really the likelihood that somebody will leave a big quest for nonprofit organization is how long they’ve been supporting it. Yes, on and typically, if i’m working with clients, i’ll say, you know, we’re gonna have a request program that is you forget all the complicated plan giving vehicles, but just right asking somebody to remember a charity with a gift in their will or a state document. Then the single beget indicators of willingness to do that is how long people have been giving onda anytime we were three years actually is a pretty good indicator that that person cares about you is committed to the cause and therefore will at least give some consideration to that request. So surprise, surprise, you know, commitment is a pretty big indication of the likelihood of doing that, okay? Yeah, i don’t know if you know that, but i know this, but i do plan to giving fund-raising consulting, um and that’s, where we’re always looking for the best potential bequest donors is who are the most committed, loyal donors, and i didn’t know that a ce feu is three years can be can be a positive factor, but i’m always looking for some organizations are easily, you know, decades older sometimes sometimes even one hundred years old couple of the university’s i’ve worked, so you know, if people have been giving twenty, thirty years or twenty five of the past thirty years, they’re enormously good potential donor for ah for bequest or some of the other plan gives to know, yeah, i i’d agree wholeheartedly with at it and it’s amazing how very few organizations even bothered to ask for a request on if they do, how many organizations think that somehow people will be inspired by the mechanics of death and dying? Some of the communications we generate trying it’s just how you make a will and you may change your will. And then the mechanics of the plan giving vehicles well, actually, you want somebody to give you you want to inspire them with a vision of what the future could look like, that people are inherently more positive about the future on so good, positive messages about what the world might look like that evoke a little bit of emotion are actually a lot more useful in that quest. Space non-technical brochures about you know how you die. I mean that’s. Just miserable. Okay, thank you for that little digression. But it’s it’s what? I spend my time doing when i’m not when i’m not done non-profit radio. Very interesting to going back to the little micro engagements you get. You get a little uptick you said of of ah commitment when with just these small engagement. Yeah, if you if you would follow my knife. On dh, you would’ve measure let’s, say, satisfaction and commitment, and you sent out a little survey to a sample of your darkness, our guarantee. If you tracked that sample of people over time, you’ll find that they’re a little teeny tiny bit more loyal than the balance of the database on that administration of this little bit of cognition, you’ve got a communication from the red cross, let’s say, and you think, oh, yeah, that’s right? I got a relationship with the red cross. I’ll go back to them and all. Well, that’s kind of a relationship with the american cancer society all that’s, right? Every time you get that little bit of interaction, you get a little bit more loyalty questionnaire getting people to take other actions on your behalf that aren’t related to fund-raising getting them to participate in an event that you’re doing online are tuning in to a podcast or tell us what you think. You know, all of those things are really smart in terms of loyalty because every time we have that interaction punch up just a little bit how loyal these individuals are outstanding love this. Okay, um, we need to be able to measure dahna loyalty how, how? What are what are the metrics? Uh, well, one of the one of the big issues we’ve got in our sector right now is the metrics are, well, frankly wrong aunt to be even more blunt about it. I think a lot of our non-profit boards need to be taken out in space eyes that a bare bottom spanking or they keep the pants, they keep their pants up. Isn’t this america bare bottoms bank with a paddle? Or is this a bare handed? Yeah, i think it probably depends on the degree of a degree of redness you want to achieve. Okay, yeah, i mean, why did i say that? Well, because oftentimes people who serve on non-profit boards are actually quite bright. Oftentimes they had very successful business careers and that’s one of the reasons that they’re there because they’re plugging in their advice as well. Andi it’s, almost as if they part their brains outside the boardroom before they go through and into the meeting. Because in the commercial space, they know very well the measure customer, lifetime value and they understand what that is, and i understand why it’s important, they understand to the merits of measuring the things that dry customer lifetime value so that’s, why you get the satisfaction so that even people measuring commitment and so on we’ll walk through into the non-profit boardroom and suddenly somehow all of that knowledge and understanding they had get forgot on the only metrics we’re interested in is how much raised with part year or month having you don’t do it attracts andi, you know, don’t start the metric that short term thinking it doesn’t help you think about the lifetime value of your database and you, and that was fund-raising suboptimal what you end up with this fund-raising that its content to recruiting donors on then lose seventy percent of them between that first and the second donation, but that complete kind of focus on short term measures get people to the point where all they do is chase their short term asian. So we’re going to continue trying to find you don’t no, you don’t we’re gonna continue to try and maximize damage money we get out of the spokes. Actually, what we need to do is to take a step back and say, you know, affection. Maybe we should be measuring the things with dr longer term or lifetime. Dahlia and beginning to reward our fund-raising with the quality of the relationships that they build. Ron avam, you know, the dollars and cents that they raised today, okay? And immediately you do that. You get a huge changing culture because suddenly what people are interested in doing is building relationships. No, um, just having that sort of burn and turn, waseem, have another to write. Now. Now, all right, you must have a lot of examples of what we should specifically be measuring in our fundraisers. Uh, well, i would if it were me, i would be using some of the same things that the commercial world have been using for twenty years. So i would measure satisfaction. Commitment on trust on dh. You know, there are measurements girl to doing that. It’s a little survey. You track how how people feel on dh if you do that, it’s the it’s, the margin of those measures that makes the difference. Remember, i talked earlier about the percentage of people who were very satisfied, very satisfied business. That’s the important thing latto it’s the extremes of those scales and changes in that that make the difference on the good news. Is that even small improvements in loyalty in the here and now translate a whopping improvements in the lifetime value with fund-raising database? So if i can improve the level of retention by little, ten percent in the here and now, i can increase the last time value of fund-raising database by over fifty percent. Why? Because they affect compounds overtime. So if you’ve got more donors left at the end of this year, you’re gonna have even more the following year and even more than you know, the year after that, you know, for many organizations that’s not the end of the story either because most organisations lose money on bonem acquisition it’s tio keep finding lots of donors to replace the one we lost. Of course, that he knew a lot of money on if you cracked that into my equation, my little improvement in loyalty in the here and now of ten percent would improve the lifetime value but fund-raising database for anything up to one hundred percent. You can make a huge just by having little improvements and loyalty and hearing that. All right, um, i wonder if weaken drill down to ah, amore micro level. In terms of the the measurement of the performance of our our fund-raising staff. Are there? Are there individual metrics? I mean, in terms of how, how they have moved donors from one stage to the other or, you know, in terms of the the actual performance of the fund raisers themselves or their metrics there? I think i think the answer to that question depends on the form of fund-raising that you’re looking at, okay, um, and so the metrics will be different depending on what it was dark, dark now dot response or someone that made you get andi, you make you give officers a remunerated too, for the amount of money that they raised, but they’re also remunerated for the amount of time they spend in front of clients remember proposals they made the number of recognition events there, kendall, all of those good things, but one of the things i think you know, it can be shared a causal the forms of fund-raising is good. Do we make our donors feel today on dh measuring that that quality of the relationship and that does come back again? The satisfaction, commitment on trust in the darkness of space? I would also be saying, you know, we should be taking decisions about investments on the basis ofthe donor lifetime value, andi what that means in your complaining that issues that if we’re going to invest in an acquisition campaign, we’re no goingto assess that campaign is a success simply because we bought in two hundred, donors are not one hundred donorsearch because it may be that most people were recruited won’t come back and give again, right? We’ve gone with the other alternative campaign we could have run, you know, we only recruited in one hundred donors, but actually most of those people stayed giving for the next five years, so taking longer term decisions based on that lifetime value, i think, is really smart and even in small organizations that made behind a little difficult to do some of that math, maybe because they’re working on even like a simple excel database or something, they could still be looking at things like retention lee on beginning to shift the focus of the way in which the team is remunerated to the level of loyalty that in general now, if you can also measure the things that drive loyalty that’s great, but if you can’t, then the starting point for me is at least to get a sense of the health of that program and the health of relationships that just by, you know, the numbers of people who were still actively engaged. Portal no, agent, i love the idea of measuring how donors feel of, um alright were going to come back. I need you to hang out for a couple minutes while i do a little business. Don’t go anywhere he drink just just dahna just keep listening. Um mohr with adrian, sergeant coming up first. Wagner, c p a’s they really do go way beyond the numbers. All these resource is that they have the webinars. They’re all archived so you can watch ah blawg seminars. If you happen to be near milwaukee, where wagner is based, you go the life seminars, but of course they’re outstanding wherever you are in the country, on the guides, the guides? Yes, the guides that’s where all the templates and the sample policies are there’s a couple of dozen of them, each one specifically for non-profits they’ve got basic accounting procedures manual. Now again, basics is not going to get you through the c p a exam. But if you want to know some basics of what you should be doing around accounting you can check that ethical conduct for your board members. Jean takagi is often talking about boardmember responsibilities, you know, that they need to act ethically, ethically toward your organization, what they’re doing in their private lives. We don’t even don’t want to think about it, it doesn’t matter, but in their dealings with you, you want to lay out what ethical conduct means and define it for them in writing, so they’re wagner has a sample policy statement on that for you, they go way beyond the numbers. The epa is very generous. You can browse the collection at wagner cps dot com just click resource is apolo software? You’re a non-profit you’ve heard rumors to this effect, but you’re using accounting software made for a business. I never really did think about this until hapless became a sponsor was never in my ken. Now it is. You need accounting software made for non-profits because you are one, so don’t waste your time using business accounting software. It’s not designed for you in managing your books your non-profit appaloosa counting is designed for non-profits easy, affordable non-profit wizard. Dot com and you know why i’m not sending you to apple owes because they’re checking their tracking the clicks at non-profit wizard dot com so go there, please check it out now. Tony steak too. My latest video is promote the ira rollover this’s, an outstanding gift for end of year. It only applies for people who are seventeen and a half and over. The marketing is easy, though, because it’s it’s becoming popular because it’s been around for over a year. Now, the charitable ira roll over, it helps donors because it counts toward their required minimum distribution, and a lot of people who are older over seventy and a half have ah hyre required minimum distribution than they want, but they have to take it. Otherwise you get penalized if they don’t take it, they get penalized. Think it’s fifty percent uh, maybe ten percent, but anyway, there’s a penalty. So this counts toward their required minimum distribution this gift to you, but they don’t get taxed on it for federal income tax purposes. So instead of it coming to them and them being taxed and accounting toward the distribution, it goes to you, it’s not taxed. For federal income tax, and it counts toward their minimum distribution. Okay, the video is at tony martignetti dot com. Check out this. This this really can’t help you the ira roll over for end of year. And that is tony. Take two. And here is adrian, sergeant continuing with relationship fund-raising i gotta send live listener love. I want to shout you out by city and state, but sam here is having board back end problems, something more talk about spanking or in the back end again. Um, we can’t see you by city and state, so i know that you’re out there. New york, new york st louis, missouri, boston, massachusetts, new bern, north carolina, california. I know there’s, somebody in california listening, probably san francisco. But i know there’s a california listener. Those are the live lister love people, the loyal, live look that loyal, live listener loved that i know are out there. Love, of course toe all the current live listeners and going abroad. I know there are listeners right now in tokyo monisha while i know we have listeners in china and taiwan because we always do ni hao and i know that south korea is checking in because it does week after week, anya haserot now, in case we are ah, in in mexico, we’ve had listeners in mexico with no star days. The czech republic occasionally does check in dobre den, germany, we can’t get germany guten tag, okay, i think that covers the most frequent live listeners. Sorry, we can’t do you no city and state as usual, we will get this back end problem slapped and slapped ah and fixed by next week. I gotta send podcast pleasantries never forget the podcast listeners, whatever it is you’re doing painting your house, washing your dishes at whatever time you’re listening. Whatever activity whatever device over ten thousand of you so grateful pleasantries to the many podcast listeners and affiliate affections to our multiple multiple am and fm stations throughout the country. Listeners from the finger lakes in new york. Two salome, oregon and lots of states in between affiliate affections to our many affiliate listeners. Ok, adrian, sergeant, thank you so much for for holding on. I have tio have to acknowledge all of all our listeners of whatever ilk in variety they come, they all get a special shout out. So thank you for your for your patients. Um, we have ah, i love these measures, but we gotta move on. Let’s, let’s talk about the different stages. You’ve identified stages of the donor relationship, and there were different strategies appropriate for each first. Just please just lay out the but what the the stages are, and then we’ll come back and revisit. Well, there’s a unawareness say’s where people become aware of the organization for the first time on exploration plays people begin to kind of extraordinary. That relationship might might mean for them on then you’re kind of deeper into the relationship where there begins to be an element of commitment. And then eventually, over time, you know, some relationships will come to an end. Of course not. Everybody’s going to continue giving for forever. But what we do know is how you treat those different points in that journey can make a very big difference. Unsurprisingly, how loyal folks turn yes. And especially knowing that these micro engagements make a difference in loyalty. I going back to that because i admire it so much. I love it. Okay, we have a few minutes. We can spend you. Know, on each of the stages, we’ll help us with awareness what’s going on and what should we be doing to give our donors what they’re seeking at that stage? Well, at this point, i suppose we’re talking about people who haven’t given to the organization before, so we’re talking about individuals that you’re trying to solicit, too get them to make a contribution for the first time on dh one of things i care about fund-raising in general is that some of what we generate is is really bland. Um, on dh if you want to get people to give and you want them to give reasonable sums of money has to make you feel something. Logic, leap to conclusions, emotion leads the action on dh fund-raising don’t want conclusions provoc greatest buy-in large one people take action, yes, and you’ve gotta get latto feel something if you’re going to stimulate them to give to your organization on dh, too many particular kind of somebody’s letters in this country, you know, a bland three or four paragraphs in-kind all of my fire, somebody was on the cusp of making again could you know, that’s not gonna happen? You’ve gotta generate materials that tellem emotional story and telling a lie like that. All important first. Okay. Okay. Emotion. It’s. Very intuitive. But we still see a lot of bad practice out there. Yeah, way. Still see a lot of those sort of very bland one page letters signed by the chief executive. Maybe even the picture of the chief executive. When actually there’s a lot to say around the nature of the cause. That could be compelling. I give you one example of a pact. That’s doing the reins again has been around for years, but amnesty international, they sense that a flat pain, um, catch a piece of card with a picture of somebody whose eyes have been gouged. Eight on the strap line effectively says what you hold in your hand is an instrument of torture when you read to your horror that actually why this person’s eyes against that is because some somebody somewhere in the world used the pen on this youngster. Teo, get guy just either and it’s horrible. And you knew when you read it and you’re outraged. And of course, the pen can also be a mechanism for doing something about it on immediately, i get youto feel the anger or feel the compassion for that child. I talked you into the cause. You understand why what i do is important at that point. And are you more likely to respond and make a gift? Of course you are on. You know, there are lots of other examples we could talk about that solution if absolutely critical to getting people to get for the first time. That’s a brilliant one. Well, well done. The amnesty, brother. I give you one other from kidney research in the uk. Um, there was a senator pack that told the story of a little girl who has kidney disease on very likely won’t won’t live for many years on the letter that was contained with the picture of this little girl was actually a letter from her kidney. Two little katie apologizing for the fact that, uh, you know, the kidney is not able to do its job and rending little story, but, you know, when you read it, you have given a really strong connection to that little girl, and you feel the heartbreak that her parents must be going through, and immediately you do that. If you’ve got kids yourself, you know, you get that lump in your throat when you think, well, goodness, you know, i have to do something about that because that’s horrible. I don’t want little girls like katie to not be heard. I will be able to have the operation the care they need. My okay, uh, look, very touching. Let’s. Go to aa exploration what’s happening there? Well, at that point in the relationship that they’re kind of getting to know you stage that was taking place. Andi, i notice now that there are a number of chances playing very creatively with three d communications. So you see people less in the us, but in other parts of the world, out on shopping malls and high streets with three d headset so that people can experience what it’s like to be in a school in botswana. What it’s like to be in a hospital in northern nigeria or wherever it might be in the world. So you can sort of transport people away for a few moments to be able to see the work that’s being done on the ground. And i think those things are quite powerful. I’m here in st pete’s, one international aid organization that does that very powerfully with trailers and it’ll take a trailer to a community, then you can go inside that trailer and you can walk around a school in the developing world, and you can see the kind of experiences of those kids for having so thinking in a very creative way back, taking people inside the cause. I think it is really important don’t necessarily need to involve the latest technology. They certainly video pictures that take you into that world, i think, very important on the other thing i would say at this point is that you might begin to creep some choice in to the kind of relationship that you’re having with individuals i i used to when i was teaching this twenty years ago, i’d say, well, it’s, awful people choice from day one so you you allow people to choose whether they want a hardcopy newsletter. Oh, our digital newsletter or no newsletter, but just appeals or whatever since realized that it’s smarter to wait just a little bit until people get into the relationship so that they could take smarter decisions about actually what they want? Because if you ask me from day one, adrian, do you want a newsletter, then? Adrian is almost certainly going to say no, right? Because newsletters sound boring, and i’m probably not gonna want that, but if you wait, you know, for five months into the relationship, i’ve read your newsletter and actually i realized that this is really quite moving or, you know, the information that there is compelling and i’m interested, then i’m all like it say, no, actually, i’ll continue to receive that. So giving people a little bit of choice of the communications is a smart thing to do in relationship fund-raising but i would begin to create that image. The relationship begins to develop over time, and i don’t like people toe, you know, identify the times of things they want in the frequency, okay, we’re going to go out for a break. I have to mention then that so the people who attended your early programs, i did not get the they got screwed. It better be better to come to a later adrian sergeant presentation or webinar if you were doing webinars back then probably not know. Twenty years ago there was no, there was no web, but but you get checked the guy out now because he’s learned from his own his own research. All right, probably, but probably by the time i know exactly what i’m talking. Yes, that’ll be brilliant. Okay, there’s going to be oh, it’s gonna be a nursing home. It’s going to get great. Great probono advice from you. Ok, let’s, go out for a break. Adri and i will talk about the next stage commitment. And then we also going to talk about next steps for you and for adrian’s research. Stay with us. You got to take a break. Tell us credit card and payment processing. How about a passive residual revenue stream that pays you each month? For that? You need to check out, tell us payment processing, because as one of their partner non-profits, you get fifty percent of every dollar that tello’s gets, so half of what they earn from the businesses you refer goes back to you and they’re doing you and more than that, just for non-profit radio listeners this is only for listeners. If you refer a business and tell us looks over their processing fees and cannot save them any money, tell us we’ll pay you two hundred fifty dollars so you can’t lose on dh, presumably if tellers can save them processing dollars in their fees, then the person the company would sign up with tello’s and you’ll be getting fifty percent of every dollar tell us earns from them. So really either way, you’re going to win and odds are tell us can bring those fees down for them and these people going to sign up. So what kind of businesses are we talking about? You want? Think about boardmember owned businesses? Local merchants could be large or small doesn’t matter if they’re supporting your work. They love your work. Restaurants, dealerships, storefronts of any kind, independent artist, your family members check this all out. Think about all those businesses. Go to tony dot m a slash tony tell us the residual income is yours now. Back to adrian, sergeant. Too close relationship fund-raising i won’t let you know that you can get this research at pursuant. Dot com slash relationship fund-raising pursuing dot com slash relationship fund-raising pursuing is one of the funders of this research, and thankfully, through their sponsorship, i met adrian. And we’re getting this enormously wonderful value on today’s show, so thank you pursuing thank you, adrian. Uh, welcome pleasure. All right, let’s go to aa now, we just have, like, five or six minutes left, so we need to be a little efficient without time. The next stage commitment what’s what’s happening there? Well, in commitment you’re really beginning then, teo buildup, that strong relationship bond with supporter one of the things i would be doing much earlier on at the point of acquisition, actually, to gather information about the sorts of things that the individual is interested in if you’ve got a non-profit that has four or five different kinds of program or things that are going on, i’d be asking them early on in the relationship which of those things they’re particularly interested in because if i do nothing else, but i’m going to make sure that when i’ve got something going on in one of those spaces that they’re interested in, that they know about it and have the opportunity to report it, they’re being respectful of people’s interests, i think, is a particularly kind of key thing in building that commitment, okay? And that on bat comes back to some of what you were saying about giving people a choice. Yeah, if you understand why people are supporting the organization that you know that that’s, that’s, a powerful thing, you can then use to shake the communication going. Okay, by the way, i created a false sense of urgency, but not deliberately. When i said five or six minutes, i was alone. We have more like nine minutes left, so don’t yeah, extra three minutes. So take a nap, and, uh, and then we’ll pick up after a three minute nap. No. What else we got? You can laugh openly, so i should hope you would please way need somebody to be laughing thinking that my students would probably appreciate that. Thank you. Pass that on to them, but do it at the end of the class doing it’s a very end of the class, okay? I mean, any more, you’re not good if i pick up on on the notion of commitment, i think one of the other things that the people possibly don’t realize and that came through from from our report is the the value that don’t get from the relationship shifts. A bit of the relationship deepens. So initially, when you’ve got that really powerful, emotional, packed communication that you’re not going to use, people are really interested in the impact on the beneficiary write all about did you do what you said you were going to do and have the impact on that child’s life? Well, as the relationship deepens, the donor becomes at least as much concerned about water impact on the child. I mean, from my sense of who i am on, and i think you know what we’re talking about them is something psychologists. Call identity and i think that’s going to be the next big thing in fund-raising because it’s a little different from understanding the motives that people have for supporting you, you know, the motives for supporting little katie and her kidney operation, for example, identity is a bit different instead of what motivated used to support the organization that stays you’re asking, what are people saying about themselves when they give? So what kind of person are they saying they are when they support my non-profit adrian, new york let me understand that we can begin to shape our communication to make them feel good about that being that kind of person. Gen shang, your colleague at the center for sustainable philanthropy cnt ari was on was on non-profit radio talking about something that this makes me think of she had research from public radio when people would call in to public radio to make a gift, they were greeted with something along the lines of thank you for being a kind supporter or a loyal supporter or a generous supporter, and she had different adjectives and tested different adjectives against outcomes and eyes, particularly among women. The right adjectives. Would increase the the women’s giving through the through these phone calls. Does that sound familiar to you? Yeah, absolutely. And what you’re talking about there, of course, is one kind of identity you’re talking about moral identity. Okay, so, you know, a lot of giving might be because i’m saying adrian is a moral person. I might also be saying i’m a father, i’m a parent, i’m a cancer survivor, i’m a patriot, i’m a liberal i’ma environmentalist, i’ma, i’ma, i’ma and when you understand the identity that’s being articulated, then you make people feel good about that, right? Because if they’re going to give one that that kind of person let’s, tell him it’s, good to be that kind of person and give him the kind of content that really reinforces that i don’t see it makes them feel good. Remember we said earlier in this conversation, i think you know, one of the things we need to do moving forward if latto worry about hitting the meat of our beneficiary, so sure, but we could be at least this concerned with how good we made our donors feel today on one of the keys to unlocking that. Is to understand what they’re saying about themselves when they give to our organization and what that report of us ruling means to the sense of who they are. And i was saying that the relationship deepens people away, so what that really means for them and who they are on dh, we start to be looking for relationships over time to meet some of our hyre orr durney and by that i mean, connectedness personal growth fulfillment, yes, but what is my support? My five years support your non-profit organization say about my personal growth and how connected i am with people that are important to me and where i am, incomes of myself fulfill it, andi, if we start to think about right that there are longer term supporters are maybe we can help them make some of those reflection on feeling better about their support of our organization because actually, when we communicate across more than any other sex er we should really be concerned with maximizing how good we can make our supporters feel ok, adrian, i i have to stop our our substance because we’ve got to move to next steps, and we just have a couple of minutes left, and i want to get to both parts of this. So what can a non-profit do with this wealth of information? Well, if you visit if they visit the pursuing website, there we are, download a copy ofthe there really two key volumes to the research? One is lessons from relationship marketing. One is less in some social psychology, andi, they could trial some of those ideas for themselves and their fund-raising so that’s the most obvious thing that might be able to do it the end of the call go to the website, haven’t reports and see if there’s anything there that they’re interested. Okay? And again, that it’s pursuing dot com slash relationship fund-raising that’s where you’ll find the four volumes. But, adrian, you’re recommending the first two as being most valuable. Sounds like that they’ve suddenly covered most of material we talked about today, okay? And there’s a lot of other ideas from social psychology on the other thing that’s so might like to do if they’re in an organization of of a reasonable size. We’re planning on doing a serious of field experiments over the next two years. Yes, well worked. With a number of non-profit partners, andi blitz there don’t know find it too. One half would continue to get the communications that they get now the other half would get communications that being tweaked in some way to help build up foster that sense dahna relations okay, very quickly. What type of organization are you looking for? We’re looking for organizations that have, um, groups have donors that are above six hundred people, so we’re not looking for organizations that are necessarily massive, but we’re looking for organizations that have a reasonable number of donors in each of the segments they want to study. I will be willing to work with us bearing the cost of doing those experiments. Okay, we’ll get the impact of that relationship approach on money raised, but also on how good people feel, okay? Oh, excellent. Getting to the feelings what’s your email address if people would like to submit their organization or talk to you more about being on you in the research. It’s adrian dot, sergeant a d r i n dot es a rg e a n t at plymouth a y m o u t h dahna a si dot. Uk. Excellent, adrien, we have to leave it there. Thank you so much, so much valuable information. Thank you, thank you. Cheers next week, your little brand that can and the future of email. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. We’re sponsored by pursuing online tools for small and midsize non-profits data driven and technology enabled. Tony dahna slash pursuant wagner, 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 tony dahna, slash tony tello’s, our creative producers, claire meyerhoff family boots is the line producer show social media is by susan chavez, and this very cool music is by scots diner brooklyn. You with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark 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 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 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 expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for November 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. 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Nonprofit Radio for October 27, 2017: Sexual Harassment In Nonprofits

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My Guest:

Lisa Brauner: Sexual Harassment In Nonprofits

It’s everywhere. Our community is no exception. We want your opinions and your stories to be part of the conversation. You can comment below without leaving an email address; use the contact page; or call the studio during the show at (877) 480-4120. Attorney Lisa Brauner provides legal perspective for women and organizations. She’s a partner at Perlman+Perlman in New York City.

 

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. We have a listener of the week. Jessica foresight she’s a loyal listener gets my insider alert each week and she’s pregnant, expecting between october twenty eighth and november second, some people will do anything to expand the non-profit radio audience. Thank you so much for that. Jessica is co founder and executive director of the harold hunter foundation. Congratulations on your new listener, you know, on your new baby, and congratulations on being our listener of the week. Jessica forsythe. Oh, i’m glad you’re with me. I’d be hit with dental no genesis. If you tried to gun me up with the idea that you missed today’s show sexual harassment in non-profits it’s everywhere our community is no exception. Attorney lisa bronner provides legal perspective for women and organizations. She’s, a partner at perlman and pearlman in new york city on tony’s steak too. I learned something from my mom’s death responsive by pursuant full service fund-raising data driven and technology enabled tony dahna slash pursuant also by wagner. See piela is guiding you beyond the numbers. Wagner cps dot com you’re not a business you’re non-profit apple it’s accounting software designed for non-profits non-profit wizard dot com and tell us credit and debit card processors you’re passive revenue stream tony dahna slash tony tell us sexual harassment the most recent revelations and national attention started with you producer harvey weinstein, then the california state legislature, where one hundred fifteen legislators, staffers and lobbyists signed an open letter of complaint. The next i saw was screenwriter and director james toback, who has over three hundred women accusing him. I know one last october, the access hollywood tape embarrassed candidate donald trump about two years ago, many women came out against bill cosby bring it back to this week, a celebrity chef john besh, and a celebrity journalist, mark halperin, are incriminated both resigned, their positions it’s everywhere. I think we need to talk about this in non-profits the guardian dot com has apiece dated ten twenty seventeen, titled he was a senior manager in a global charity. I was eighteen when he assaulted me here in the u. S los angeles times article is usc fund-raising executive leaves post amid sexual harassment investigation that’s from ten eleven seventeen his name is david correra. I’d like your stories and comments to be part of our conversation today. You can call the studio at eight seven seven for a tow for one two oh eight, seven, seven for a tow for one two oh, or treat us with the hashtag non-profit radio hashtag non-profit radio. We’re also on facebook live on the twenty martignetti non-profit radio page working on getting that up right now, let’s bring in lisa broner, my guest for the hour she’s, an attorney and partner at prominent perlman law firm in new york city. Her focus is employment law advising and representing employers in workplace law related matters, but she also has advice for employees, volunteers and board members. The firm is at prominent perlman dot com it’s p r l p r l they’re brothers spelled same way could be different could one with an year one with d a but it’s not p r l and they’re at tax exempt lawyer lisa runner welcome. Thank you. Thanks for coming to the studio. I’m delighted to be here, tony. Thank you very much. Um what? What what’s? Your sense of the prevalence of sexual harassment in non-profits matter-ness unnecessarily numbers, but a cz somebody practicing in the in the area. What? What? What’s your field for this. I think the issue effects non-profits just a zit effects for profits. The issue of sexual harassment is an issue dealing with an abuse of power. So when you have you have situations of power dynamic, there are potentially situations where sexual harassment may arise. Yeah, it’s exploitation of power in a relationship right is unequal power in the relationship yeah, there can be co worker there can be there can be co worker sexual harassment. There can be conduct that’s unwelcome. But what are the things that you’re describing our situations where there is a power dynamic and an abuse of power and justice for-profit organizations may not have policies addressing the issue non-profits as well may have situations where they do not have policies or procedures that address that address, the topic and that provide a mechanism to address it. Okay, okay, we’re going. We’re going to be talking from the organization perspective. Also the individual perspective. I did get some comments on the website and by email eso i’ll be sharing those throughout you. Know, but let’s, i’d like to start with prevention. Ah, now, i know you do a lot of training in that area for non-profits what? Let’s talk about the policy. There ought to be a policy on sexual harassment. Yes, but what should be in it? What tell tell us. So. A policy regarding sexual harassment should first of all, not be limited to sexual harassment, but all kinds of unlawful harassment adjustment. That’s based on someone’s legally protected category could be race religion categories that various laws recognized as worthy of legal protection, orientation, sexual orientation, orientation, different things like that. Okay, so the policy should set out examples of what sexual harassment, what kinds of conduct could constitute sexual harassment, welcome physical conduct, verbal conduct, unwelcome visual conduct. Visual things that could be pictures and posters could be pornography in the workplace. So the policy should set out what kinds of things give example so that employees and their supervisors understand about what kinds of things could caught could constitute sexual harassment to give examples of the type of behavior that the organization prohibit. Yeah. What are we talking about? Basically, i mean, this is what i’m not. Asking. You mean, essentially. What are we talking about? Talking? What kind of conduct behaviors are we talking about here? Okay. All right. So the posse should give examples of what it is. Okay, that policy should also have a complaint procedure and tell employees where they need to go. Who they should contact specifically like here’s. The phone number here is the address of email. Maybe address if it’s an off site location here’s the person’s name. I mean, not just contact a supervisor that sounds inadequate. Well, it may be contact. Contact a supervisor or contact your supervisor and contact. Human resource is okay. Sometimes the policy we will include a phone number or an email, but not always the case. It may be. Contact the contact the human resources department. Go contact the director of human resource is okay. Contact in the event that’s it’s, your supervisor who’s engaged in who you believe has violated the policy. Contact another supervisor and and or contact human resource is so in other words, you’re giving you’re giving the position or the title of the of the person to be contacted and where to go and what the avenue is. In order to make a complaint, so it was important to have the complaint procedure and it’s also very important that there is a policy that prohibits retaliation. The law prohibits retaliation. We’re gonna talk about that right now, find to bring it up because part of policy. But, yes, we’re going to get to a situation where someone feels that they were retaliated against on that’s illegal, right, exactly. That’s, illegal and it’s, a very important, very important area to train on and to have a policy about, because sometimes the complaint itself, maybe merit list and what ends up happening is theirs, then retaliation and that’s also unlawful, and that can also get an organization. Yeah, now we’re devolving. Situation is devolving badly, right? Yeah, okay. So that’s so there should be policies. And also there should be postings in the workplace regarding the various agencies at at the federal and state level. If the organization’s covered under the federal laws that prohibit discrimination, there should be postings in the workplace letting employees no what they’re what their rights are with respect to filing a complaint externally. The hope is that the organization has a policy that prohibits sexual harassment and a complaint procedure so that it can be addressed internally and early before before ish shoo escalates. How prevalent are these policies? I’m hoping i’m sure it’s not a hundred percent e should have i know sure that’s the normative what’s the reality, or what do you do? You see that there rocking a lot of places, i see that there can be gaps, that that there may not always be policies in place, and or they haven’t been kept up to date with changes in the law. They’re also should be a policy that addresses even bystander obligation. So if you see something even upleaf sees something, even if even if they don’t feel that they are that the conduct is directed towards them. That they should be reporting it. They should be reporting it, using the complaint procedure that it’s an important thing for others who observed violations of the organization’s policy to report it. Because that’s, the way tio prevent these things from occurring, you’re with escalators, your witness to something you know, that’s. A lot of what’s in the press is a lot of people who are aware stood by, oh, you know, we’re quiet about it, and rumors were, you know, circulated, but never anything official. Buy-in dahna i’m thinking of the cases in aa in hollywood, especially okay. Let me, uh, let’s uh, let’s. Take a break just for a minute. If you’ll indulge me. It’s time for a break pursuing how do you find your existing donors? Who are hiding in your file? Who are primed for upgrade after you find them? How do you? Deep in your relationships? Pursuance free webinar is finding hidden gems lurking in your file webinars past it’s over it’s all gone does that matter? No, it does not. You watch the archive, they’re all archived. All the webinars are archived it’s at the non-profit radio listener landing page, which is tony dot m a slash pursuant what’s. Also there a new content paper twenty seventeen digital year end fund-raising field guide that’s a mouthful but it’s deep it’s rich with content it has to be so, which are the channels and advertising strategies that give you the highest return on investment. How can you tweak your year and campaign based on your donor’s expectations? Plus they’re going to include it includes insider tips on digital fund-raising from some of the biggest non-profits in other words, big non-profit ideas for the other ninety five percent you’ve you’ve heard that you’ve heard rumors. To this effect, okay, the weapon on the paper, they’re both on the non-profit radio listener landing page, tony dot m a slash pursuant capital p now back to lisa broner. She and i are talking about sexual harassment in non-profits you want to join the conversation? Eight, seven, seven, four a tw o for one tuo is the number or tweet us with hashtag non-profit radio and we’re also on facebook live. Thank you, sir. You’re welcome. Okay. All right. Yeah. All right, cool. You don’t go anywhere. I’m still he excellent. All right. I want to get our i want to get our first bonem communique in first story, first story. This one came from on email. Um, this woman is a professional fundraiser. Once i partnered with the dean and a visiting alumnus who was also a dean at another university for a cultivation dinner, he put his hand on my hand when we were at the table alone. It was very uncomfortable. I must have been barely thirty. The next day. We had meetings set up for him to meet with other university officials. And i was alone in the car with him. He put his hand on my leg. I really don’t remember the details, but i do remember thinking he was a pig. Another time and alumnus asked me out during a cultivation meeting. Of course, i declined and steer the conversation back on topic of supporting his alma mater. And finally i was working with an alumnus who agreed to make a six figure gift and ass that i pick up the check at his apartment at five p m i wasn’t thrilled with his request, but i didn’t feel like i had a choice. I went, he offered me a drink, i accepted, and then we went to dinner the following week, he contacted me and asked if i wanted to meet him again and said that, quote, i seemed sad and that he would cheer me up end quote it felt so dirty and like he believed i owed him somehow for his gift to the institution. He didn’t like it when i declined and said he was wrong that i was happily married with one with a beautiful daughter. This raises a couple of things for me. First is one woman, three times, three stories, so you know we have metoo think we hear these numbers? Ah, one woman could experience ah, harassment abuse at the hands of multiple guys. Lisa, this race is also an interesting relationship. The fundraiser donor. I mean, the donor obviously has vastly greater power than the fundraiser. Um, he raised you raise an excellent point. And that is that as the and sometimes that organizations may not be considering that’s the issue of non employees harassment of of employees and that employers khun still be liable for harassment that’s committed by non employees against their employees, employers can be liable. Yes, yes. Okay, employers can’t be libel. So it’s it’s very important that the policy, the sexual harassment policy that we were talking about, that it addresses specifically, that the organization prohibits that they’re prohibition of against sexual harassment includes harassment of their employees, job applicants and employees by non employees. So interesting. You just brought in job applicants to yeah, job t they have nuances that the law see, this is why we have experts. Okay? Job applicants are covered as well as employees. Okay? I’m sorry. I want to point that out. Yeah, and could be volunteers, board members. It could it. Could be boardmember zoho could be donors. It could be other non on ploys that could be it could be a vendor who comes on promises. Okay, okay. Who’s, who’s sexually harassing an employee. All right, so our policy needs to make sure that it’s covering not on ly harassment by employees, exactly against other employees, but also that it’s covering harassment by not employees against employees and that the organization has a plan for how they’re going to address those situations. Okay, depending on what the situation is, the other thing, this reasons for me now and i want to make explicit that hyre for purposes of tony martignetti non-profit radio today we are assuming one hundred percent truth and validity in the stories that i’m going to be reading that’s not how the law works that’s not how an investigation would work, but it’s my show. So for the for today, we’re taking these all at face value as truth. Okay, um, so that raise that because i’m going to like, nit pick a little bit. And i want to see if this makes any difference to you. Some of these three story is that the woman shared we’re pre gift, and one was post gift. The gift had already been made. It was a week after the gift had been made out. Does that? Does that make any difference to you in a analysis of whether the power still exists, whether they could still be sexual harassment? It doesn’t make it doesn’t it doesn’t make a difference. And you raised a good point our allegations for this year’s auction to spot them like a student in love, but i can’t answer any of them that’s why you’re here so, uh s so yes, allegations that’s allegations and your ask mother there’s difference between what creek after posting three ideas is that we recognize that the nature of the relationship has a has a power imbalance, and that the donors in a position of giving or taking away and and the employees, although their employment is not is not is not governed by that. So when we talk about the power dynamic, we’re talking about a supervisor and employees but the employees maybe feeling well. This’s a donor, it’s, a big donor for the organisation, it puts me in an awkward situation when really what the employees should be saying whether it’s a donor or or a vendor coming on premises because it’s not really about the power and balance when you’re dealing with non employees. It’s it’s if that employee believes that they’re they’re being sexually harassed, that it’s an unwanted, unwelcome sexual advance, then they should be telling their employer about what the situation is. Okay, this is what happened to them. Your question was doesn’t matter whether its pre gift or post gift, it doesn’t matter. The point is, is that if it’s unwelcome conduct that’s really, what the focus is if it’s unwelcome conduct, then that’s something they should be reporting to their employers so that them employer can address that with the donor. Okay, very good. Excellent. Thank you. Setting the second spot, the issues, but i’m not. No, it says it was you. That was a very hard question about gift to public. And we think that woman for sharing for sharing her stories. Thank you very much. Let’s. Talk about some training. So we we we have a policy whatsoever. We have. Ah, lisa bronner approved policy. All right. It’s it’s. Bonified has everything it should training onboarding employees onboarding board. Members again, all all focused on prevention. We want to stop these things. Altum yeah, from from happening what we were doing, our training, i think training is probably one of the best investments and non-profit can make training for its for its employees, for supervisor, separate training for supervisors because the supervisor’s thie actions that the supervisors take can result in the organization being strictly liable. So separate training for supervisors and also and training for employees. And i don’t see this, but i think it’s a very good idea for organizations to be providing us part of their on boarding for board members, providing training on what the organization’s policies are regarding sexual harassment and retaliation, okay, you said, you’re not seeing that, but it’s a good idea. Yeah, alright, so well, there’s a lot of good idea it so this is important. So ah, organisations you know you’re getting you’re getting free advice here have onboarding your board members include training on the not only the organization sexual harassment policy but prevention, recognition of the of the of what’s inappropriate, i would say that that is part of the policy. What about from the boardmember perspective? How? About if let’s take a small organization, there isn’t an hr person, um, small organisation for five people and it’s the ceo who, ah, someone a woman believes is is engaged in harassing behavior doesn’t feel that she could reported anywhere in the office goes to a boardmember what’s a boardmember how does a boardmember react to that? I think the board should should have. There should be some mechanism. As i said, there really needs to be a policy for a small organization on on how how to address them that may be the board decides they’re going to bring in a they’re going to bring in a consultant, someone to investigate someone with experience investigating such claims, and then report to the board that person’s findings what? So that would be a part of a policy, i guess, how it’s going, how the investigation is going to be conducted? Absolutely. The sex harassment policy could indicate that not only here’s our complaint procedure, but once you complain how we’re gonna handle it, there’s going to be a prompt and thorough investigation, which an employer has a legal obligation to dio both a prompt and thorough investigation there’ll be an investigation doesn’t need to be done internally and and often times an organization will decide to go external so that they have an independent person who’s investigating the complaint, and then the results of that investigation will be reported to that employees the employees always also has the right to go externally. There are government agencies where they can make complaints of sexual harassment, whether they go, if they’re covered by the federal law, they can go to the sea and if they’re if the organization is covered, i should say, if the if the organization is covered by the federal law because there have to be fifteen or more employees, they could go to the federal agency that enforces certain employment opportunity commission the way we’re gonna get into going into some of that on the state and local also what? How about in the moment? Okay, i want to cover the employees and also the person to whom it’s reported what i say. It is the ceo. So in the employees in the moment it’s happening in the workplace. Something inappropriate has just happened in the lunch room. It just happened right now and i feel that i’m the female feels that i’ve been abused, harassed? What do i do right now? It’s happening right now? Well, really the best thing for someone to dio when they feel that there’s unwelcome conduct is toe let the person know who engaged in that conduct, that the conduct is unwelcome immediately immediately. Sometimes sometimes the person isn’t aware of what they said. Maybe they are, but sometimes they’re not that whatever is being said is unwelcome, and the employees should tell that person it’s always that’s. The best first step is to tell the person that the conduct is unwelcome. Just using those words what you just did, what you just said is really inappropriate, and i don’t like it. Yeah, it’s okay, okay. I’m trying to empower people all right in that moment. Okay? So call it out immediately. Called out immediately. Or sometimes if somebody’s processing it and is taken aback. Yeah, i read a lot that right? I didn’t know how to react. I was frozen. I didn’t. Yeah. Okay, then, when they are able to be in a emotional state to have that conversation, to tell the person that it’s unwelcome and it needs to stop immediately so that that that’s a first best step, and then to follow whatever the complaint procedure is about how to report that those kinds of things what is what is the organization’s complaint procedure? Sometimes they don’t feel comfortable. Person doesn’t feel comfortable going to that person directly. I mean, the best way to tio have something stop is to tell that person that it’s unwelcome, right? But that could be hard going back. Let’s say i was she was frozen in the moment. Five minutes later, the last person she wants to see is that guy. So so then go to the next step, which is? Follow the complaint procedure. Yes. Okay. What if there is no complaint procedure? Thank goto. Go to another supervisor. In other words, if it’s your supervisor, if it’s an employee supervisor who’s engaging in the conduct goto another her supervisor find any supervisor to address it and have that supervisor step in to stop. Teo, stop the behavior. Okay, excellent. Now you’re the supervisor. You’re the you’re the you’re the supervisor in the office. Someone has just come to you. It just happened three minutes ago. I didn’t know what to do i got myself out of the situation? I mean, i can’t remember all the details, but i do remember that he touched me this way. What do you, as the supervisor do, what do you say? What do you do in that moment? It just happened. So the supervisor it’s going to depend again on this, on the particular facts of of the organization, and what, how big they are in terms of what what are the resource is they have so in an organization that has a human resource, is person and where the policy and procedure is contact, human contact, human resource is they will go to human resource, is that that supervisor should go to human resource, is immediately immediately, and tell them this has been reported to may, okay. I want you to hold that thought we were going to come back to see it because i have to get another break. Because i got to take care of my sponsors. Okay? So ennui and or we just go out for ah, little voice over. So but i want i want you to help me remember where we are because i want to ask you what if it’s a small organization where there isn’t a policy, what does the supervisor do in that situation? Can you can you remember where we are? Please? Yes. Thank you so much. All right. It’s. Time for a break. Regular wetness. Cps there’s so much more than just cpas because they bring lots of value way beyond c p aying accounting. They do go really way beyond the numbers. Major gif ts best practices in common mistakes it’s one of their archived webinars again archive webinars. It covers five best practices and five common mistakes plus the single most important thing you can do to have a more successful major gift program. I hope that you see the value in professional training. I mean, we go to conferences. Hopefully we’re paying for professional. Education um, you know it keeps you fresh. It keeps you thinking strategically big picture on then, maybe even tactically with details, but for this one, you don’t even have to leave your office. I slurred that you don’t even have to leave your office. It’s it’s archived. Watch it right now as your desktop at your home, laying in bed. However, wherever you watch your do your professional education, do it there their major gifts webinar is that regular cps dot com click resource is than webinars apolo ce software you’re non-profit but you use accounting software made for business what’s the difference? The difference is fund accounting you need software that keeps your funds separate so that you don’t spend the literacy program grantman e on the after school recreation program so you don’t spend the free weekend lunch money on the english immersion course. So if you are using business accounting software, you’ve probably got either separate bank accounts for this purpose or you’re keeping a separate spreadsheet that keeps your fund balance is accurate. That’s where appaloosa counting comes in, it manages fundez balances inside the program inside itself self contained. I’m not an accountant and neither are you. That’s. The whole point. You want to have something that helps you do this simply so if you’re using business software for your accounting, take a look at hapless. They are at non-profit wizard dot com now for tony steak too. I did a video on something i learned so far from my mom’s death earlier this month. And that is about the importance of end of life planning for my mom. It was in a residential hospice before that she was in home. Hospice, huh? Thankfully, with the help of enormously smart and compassionate social workers, we were able to figure out all these these transitions and what service was best. But my advice is to think about these things before you have a crisis before you need them. So end of life planning buy-in it worked out okay for my mom, but things could be smoother if you if you spend some time up front, you’ll find my video at twenty martignetti dot com. And that is tony’s take two. I definitely got to do the live listener love because there’s vast amounts of it. I’m not even gonna shout out by language anymore. Just let’s, just start at the top of the list that that sam gave me. Santiago, chile, port au prince, haiti, haiti. We’re thinking about you. Ah, germany federal, argentina. You were with us last week, federal. Thank you. Somewhere in the uk. Dahna whether it’s, england, scotland, ireland and wales eso no, no presumptions uk welcome can’t see which country iran is with us also bringing it back into the united states. Carol stream, illinois multiple new york, new york i appreciate that. Thank you. Right here on the island. Staten island, new york is with us. Thank you, staten island live! Listen, love all these places. Tampa, florida! Woodbridge, new jersey, woodbridge! So consistent you’ve been hanging in there, i’m going to make, you know, make woodbridge listen, if you identify yourself from woodbridge, i will make you listen to the week you’re being very consistent. Boston, mass, cambridge, mass. Portland, oregon. Woodbridge, virginia live, listener love tto all those places, as well as orilla in ontario, canada. Live listener love to you and the podcast pleasantries, tar over twelve thousand listeners throughout the country throughout the world. Really, what i’m saying? That’s podcaster worldwide, of course, throughout the world listening on your own time and your own device thank you for being with us pleasantries to the podcast audience and our affiliate affections to the am and fm listeners throughout the country stations throughout the country. We’re not international yet on terrestrial radio am and fm maybe someday, but not there. Nationwide fifty states. Thank you so much. Affiliate affections to our am and fm listeners. All right, lisa brunner were back with her. She is a partner, attorney and partner at perlman and pearlman in new york city. If you want to join the conversation about sexual harassment in non-profits eight, seven, seven, four a tw o for one two oh, is the number eight, seven, seven, four ito for one two oh, tweet us with hashtag non-profit radio were also on facebook live on the twenty martignetti non-profit radio page. I give you a little homework assignment, but actually i do remember where we were. But let’s say i’m sorry. Let your mom oh, thank you very much. Thank you. Ah, a lot of times i don’t remember. So you’re off the hook in case you forgot. I remember we’re now in a smaller i know. You do? We’re now in a small organization without a policy, and the employee has just come right now to you as a supervisor. What do you say? What first? What do you say to her? I think the supervisor would express concerns about what the employees had expressed to the supervisor and let the employees know that they’re going tio address it if there’s not if there’s not an hr person let’s, assume their isn’t they, will they will, they will bring it to the and is still is your hypothetical still that its ceo who had engaged in the conduct urgent another supervisor? Okay, so another supervisor. So then there’s no policy, but i think the logical step would be that the supervisor then brings it up the chain of command in the absence of a policy, it would make sense to bring the complaint up the chain of command, meaning that the supervisor then goes to thie ceo and addresses it with them and the ceo and the absence of having an hr person that would be a conversation then with the board, and there may be a determination they’re going to bring in an employment attorney. To investigate the complaint and they will then be some discussion about the fact that there needs to be a policy of harassment. I was going back to the policy because it’s really a baseline is the polish should have won for god’s sake. I have get one if you don’t have one, get one for pete’s sake, just have it. What? What? You know, but we have to cover the contingency because i’m sure it’s not one hundred percent coverage of these things. As you’re well aware, the policies are not one hundred percent of non-profits right? And i would also say, get insurance, get gpl insurances, employment practices, liability and shun piela thankyou for defining that. Otherwise you’d be in jargon jail piela employment practices, liability insurance talk to your insurance carrier about ppl coverage. Yeah, ok, yeah, so that’s a good idea to and the training is is really it’s essential and not just about preventing sexual harassment but really preventing retaliation training for employees on the issue of bystander being a bystander and obligations to report violations of the policy that they see, even if they are not personally affected by what’s going on, so the training on those issues this really critical sexual harassment prevention, other kinds of preventing other types of unlawful discrimination, harassment in the workplace and preventing retaliation, which is an area that really is it is ends up getting a lot of organizations in trouble and national a large national non-profit organism nation recently settled a retaliation case for close to two million dollars earlier this year, thie allegations were, and it was it was a case that was settled. So these allegations thes were just allegations the allegations were that the organization had fired the hr director and the in house counsel after those individuals reported to the organization that they believed there were complaints of discrimination not by them, but by others. And the allegation brought by the da’s action proper the was that that those two individuals had been terminated in retaliation for having brought forward complaints by throwing down their job settlement was one point nine. Five million dollars. So the issue of although these were allegations, the issue of claims of retaliation are very important for organizations to take seriously and to prevent those those claims from arising by offering by having training for both their board and their employees. I want to bring in another story i got. This is on the web site tony martignetti dot com comment. I was working for three years in an embassy of a foreign country in the yusa. And during those same three years, i was sexually harassed by different diplomats and employees who were locally hired. I wasn’t the only one suffering from this treatment. Many of my co workers would complain to me about this behavior, and there were never any consequences. Even after talking to the perpetrators immediate supervisor or to the administrator of the embassy, we were cornered in offices. Minister would measure our breasts in front of other people. Nothing doing it private makes this behavior justifiable. But there were even witnesses of this behavior, and no one did anything about it. We’d receive sexual propositions or cat called in the office and we were all too afraid speak up because this could have consequences against us women and no consequences against the perpetrators. After three years of silence, i had had enough. So i decided to speak to the administrative minister in charge of the personnel about my problem. But although she behaved as an ally, i wasn’t comfortable enough to give her names because in the list i would have had to include my boss. I told her i was willing to start a campaign with workshops to train men about appropriate workplace behavior with female co workers. She told me to follow up and write an e mail with my ideas. Needless to say, she never responded to my email. All right, this raises a few things doesn’t status, not non-profits a foreign to foreign embassy in the us, i see a resident of resident non citizen do they have different standing? If you’re if you’re not a citizen of the us, does that matter? Well, i don’t know, i don’t know whether there are particular laws that apply to embassies, ok, better located in the united states and the rights of those individuals. All right, well, let’s, put it in or not us. If it was us organization is different if it’s a different it’s a different situation, okay, let’s, put it in a us non-profit it’s a resident non citizen? Do they have any lower level of standards? And they haven’t, and they’re working for us organization that’s my hypothetical here, you know, here in the united states, then they would still be protected by our law by their own employees and our the laws prohibit discrimination against employees depending on like i said, there are federal we didn’t really go into it, but they’re federal, state and local laws and those laws in terms of who’s covered which employers air covered, may depend on the size of the organization. So we there’s a federal law called title seven, and that applies to employers with fifteen or more employees. So and then states and localities have cities have their own laws prohibiting employment discrimination, and they may have ah, lower coverage. So for instance, in new york, the both the state and new york city human rights laws require generally that you have you have four or more employees in order for that organization to be covered by the loss. Okay, another thing i see here is the retaliation potential retaliation. But we talked about that illegal genitalia. Anus is retaliation. So to talk about retaliation, what it is is if if if, somebody if an employer takes some action against someone for engaging in legally protected activity. And what that means is complaining of discrimination or participating even as a witness in the complaint of discrimination, opposing discrimination, those kinds of things air protected by the law, those kinds of complaints and participation investigation. So if some action is taken against an individual because they engaged in legally protected activity, that’s considered retaliated, would raise a claim of retaliation. Yeah, i’m putting it quite simply. I mean there’s a little bit of a different standard, but that’s if if something happens to them because they did that, then that’s generally considered unlawful retaliation. That’s a that’s a good level for us for us. Okay, i don’t want to get to ah, of course it’s, illegal it’s legal education. Course. Ok, the other thing i see here is what if the organization isn’t taking action? Suppose there is a policy and they’re not following the policy as the employees. As the aggrieved employees, i don’t see anything happening now. You said i have the equal employment opportunity commission. I could go there if if the organization’s covered you talked about this in caracas may not be covered, may not be. We’re just help me out where i’ve been aggrieved, and i don’t see my organization doing anything that i’m following the policy then are following their own policy and it’s a bigger organization over fifteen employees. What do i do? So employees have the right to file a claim of discrimination, either with the federal agency, if the organization is covered, has fifteen or more employees or with their state or local state or city agency government agency that enforces the laws of that state? Or so we’re varies from state to state or not, every city may have write smaller cities are not going to have a human rights commission. What about hiring your own attorney durney value in that as the employees it’s been it’s been three or four weeks? I haven’t heard anything back. I don’t see anything happening nobody’s talked to me value in the hiring an attorney to help you enforce your rights and employees could i mean, as an attorney for organizations, i think it’s best for employees to two try to use the the processes that are in place and if they’re not able to, if if if they’re not able to avail. Themselves of those avenues, or they’ve revealed themselves reinardy altum cells, but they’re not getting out. You’re not getting a response. They may not be satisfaction, but they’re not getting response to the allegations. There’s, not there’s, not an investigation being done, and it’s not proceeding in the manner in which the policy has said then. They certainly are within their rights to teo, contact an attorney. Okay, okay, dahna, you got taken on the break again, hanging with us. Tell us credit card and payment processing. How about a passive residual revenue stream that pays you each month? You got tello’s payment processing as one of their partner non-profits. You get fifty percent of every dollar that tell us gets half of what they earn for businesses you refer to them, goes to you half fifty percent, and they also have the special offer just for non-profit radio listeners. You refer a business to them, they’re going to evaluate that businesses current fee structure around credit and debit card processing, and if tellers can’t save that company money, then they’re going to give you the organization two hundred fifty dollars, so they’re basically paying you two hundred fifty dollars for the referral charitable gift, but they’re well, i have to work that out worked out on the tax code. They’re going to give you two hundred fifty dollars, if if they can’t save your referral money in there in the processing costs. So what kind of business is that we’re talking about? I’m thinking pizza shop, nail salon, bookstore furniture, store, restaurant have judiciary, tonsorial parlor clothing shop, liquor store, bakery hardware, store gallery, dry cleaner laundromat carwash grocery store, coffee shop, your family members. Business is business. Is that your boardmember zone? Think creatively. Try to find referrals let’s. Get them to tell us and let’s see if they can save money and you can get half of every dollar the only place you’re gonna find. This two hundred fifty dollars offer is at the tell us landing page and that is tony dot m a slash tony. Tell us, tony dahna may slash tony tell us let’s, get them some referrals, okay, we are continuing our conversation with lisa brauner in studio, and i’d like to turn to another another avenue. This is this’s from vanessa chase. Vanessa chase schoolauction on her site is the story telling non-profit dot com and she says at a conference, one of the facilitators used his session to talk about how, when people make mistakes, they should be welcomed back into the community. His reason for choosing this topic was self serving. He disclosed that he sexually harassed women at the same conference the year before. You believe that you believe about somebody and was essentially forcing everyone to welcome him back. Unfortunately, the conference organizers did not know one that this had happened, and to that he was going to use this moment to essentially give himself a second chance without any consultation with the conference organizers or the broader community. As an attendee, i immediately felt unsafe. My whole body tensed up and was like that for the remaining two days of the conference. I resented that i was in voluntarily put in this environment and that there was no way for me to easily leave because we were at a retreat center. Then, of course, there were the women who were harmed by this facilitator who were in the audience and some who were not in the audience. And they had no idea that this was going to be publicly aired. This conference had no clear, transparent policies in place for people to report sexual harassment. This meant that non-profits who may have clear internal policies for this unintentionally put staff in unsafe environments where the policies were not consistent with the organizations. Lisa brunner, this is interesting. One conferences you send your employees to unconference let’s say you have the employer. You pay all the expenses. What’s the situation here. It’s. Very interesting, very interesting issue that’s being raised. And i and the i think we talked about that there is there was one conference of one organization that created a way talked about that. Yeah, we’re gonna get to that. Okay, so, it’s it’s a very interesting issue and their employer liability is that? Is that possible employer liability again? Let’s. Take my hypothetical. We approve the conference. We’re paying for the expenses for travel and meals and lodging while you’re there, it definitely is related to europe, your employment i was obviously because we would have paid for it. Is there potential employer liability courts have ruled differently on the issue of when and employers libel outside the workplace, certainly where there can be things outside the workplace, an organization sponsored event and something like that all founding where l o, where there could open house in the office, will be in the office. But we’re you’re thinking off site outside the four walls of the office, and i think in a in a situation like that, where an employee feels that they’re in an unsafe situation, they have to tell there employer about that? Because that’s not something that wth e employer could have anticipated. Agreed this was inside. It was a bizarre one. Yeah, so? So it’s it’s really kind of outside outside the scope of something that an employer may have envisioned as the courts have gone differently about you know, how far that how far the workplace extends? Okay, what if you are on a unconference organizing committee? And i also say one of things that she was alleging, not that she was sexually harassed, but simply it’s that she felt uncomfortable by by being in the presence of someone who had who had asserted that he that he sexually harassed others right at the conference in the year before. Right? Okay, you know, i don’t you know what? I’m not even a i’m not going to get into the issue, could she allege? Well, she could certainly allege could should be successful in a claim of sexual harassment. She the woman who wrote the blood post venice a change election. I was just she’s not asserting anything. I know she’s in here, but yeah, it’s interesting. Maybe legal question for me, but let’s not get into it. It’s gonna get too detailed. Let’s, take this. What if your volunteer or you’re a conference organizer? You’re in a f p association fund-raising profession you put on unconference every year. Do you have an obligation to have a policy around this around harassment, discrimination for your attendees? Well, it’s, not an employer. It’s on an employer obligation is more of a question of is the environment that you want to create for your attendees, one in which everyone is acknowledging that they’re going to abide by certain rules when they attend that conference. Well, i think that, you know, they’re certainly unwritten rules, but what are they going tohave? Are they going to have written rules? Do they wantto have everyone agree that when you, when you come to our conference, you’re going tio agree to certain behavior in certain conduct? And if you don’t, then we reserve our right to to not have you attend our conferences anymore, but it’s a different question than an employer? Sure. Okay. All right, well, i’m testing the bounds of the law. Okay? So it’s certainly it’s at least an issue for conference organizers. It’s an interesting issue. It’s an interesting issue that blogger raises. Yeah, absolutely on dh. If you’re in a tent, this is from again. This is from vanessa chase election. She suggests ifyou’re unconference attendee exercise your agency to attend conferences that are doing their best to create safe environments for women. Ask conference organizers to share their policies publicly and use part of the opening session to make sure all attendees know about the policies seems reasonable. I think i think her hers talking about employers making enquiries particularly one who’s making the enquiries particularly where, particularly where let’s say an employee had raised if an employee raised an issue and said, i felt uncomfortable because there was this person who admittedly sexually harassed attendees unconference it would be interesting for you employer to pursue whether or not there there that conference organizer has a code of conduct the conference organizer, it might not have crossed their mind, even that they’re that they’re that they’re should be one. But it’s an interesting issue there now, all on notice because it’s on non-profit radio so every every non-profit conference organizer is now on notice you can play this for them, and any reasonable conference organizer would be listening to non-profit radio, so play this, they are unnoticed on dh that’s going toe, you know, not that we’re trying to help you. I mean, i would like to help you after the fact i’d like to prevent it to begin with, but conference organizers ifyou’re non-profit you’re on notice case case closed, okay, read, stockman tweeted hey asked where would folks find a sample policy for ideas and related to this exactly read is the non-profit technology network and ten which i’m a member of any sample ward is the ceo and she’s, our monthly social media contributor, and they do have a code of conduct on it includes the non-profit technology conference as well as i think i think this would pass lisa broader muster, but i’m not gonna put you on the spot to say for sure, but where where’s it apply, elin ten spaces again intend the non-profit technology network, including but not limited to, intends online community platform online community social media, right? Yes, webinars and trainings, they say explicitly say, social media non-profit technology conference non-profit tech ground up snot and ten labs, etcetera. What? What are they talking about? Discrimination is the unjust, er, prejudicial treatment of others related to gender, gender, identity and expression, sexual orientation, disability, mental illness, nure, oh, typical ality or atypical ality, physical appearance, body size, age, race or religion that sound pretty comprehensive to you. It includes categories that are not legally protected in new york, but it may vary from state to state they’re being going beyond that. Well, this is, of course, then they’re they’re entitled have anything they want in their policy, right? They can put a little beyond what’s required they can put what what they would like in their policy, and then it goes on t mention behaviors that harassment includes, which i don’t have time to take off, but so you can find an example on dh, then also includes how to report ah there’s, an email talk to an intent community team member and how you identify them by their lanyard. Or you could make an anonymous report. They have a wufu site platform that you can use for anonymous reporting, so it does cover that and the answer is you, khun, look att and ten you go teo and ten dot or ge slash ntc slash at a glance with hyphens between the words slash code of conduct with hyphens in between the words thank you and ten for that contribution and lisa brought in. We have just a minute. Why don’t you leave us with the last bit of advice? Please, i think that if you’re going tohave ah, takeaway from today is the importance of having policies that prohibit sexual harassment that prohibit retaliation, prohibit unlawful retaliation and that you do trainings for your supervisors and your employees on preventing. Discrimination preventing unlawful discrimination, harassment and retaliation in the workplace and for individuals call it out because it’s not going to stop and for individuals it’s important tio to call it out and address it if the conduct is unwelcome, you let the person no employees should let the person know who is engaging in that conduct that the conduct is unwelcome. We have to leave it there, ok? Lisa broner, attorney and a partner at perlman and pearlman in new york city there perlman and pearlman dot or ge and also at tax exempt lawyer next week, labor law and in-kind gif ts 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 tony dahna slash pursuing wagner, cps guiding you beyond the numbers wagner, cps dot com apple is accounting software designed for non-profits non-profit wizard dot com and tell us credit and debit card processors you’re passive revenue stream tony dahna slash tony tell us our creative producer is claire meyerhoff sound. Liebowitz is the line producer. Thie shows social media is by susan chavez on our music is by scott stein. You with me next week for non-profit radio 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 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 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 and and no two exchanges of brownies and visits and physical gifts. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric 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.