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Nonprofit Radio for October 19, 2018: Your Tech RFPs & Donor Advised Funds

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Drew McManus & Ceci Dadisman: Your Tech RFPs
Two tech providers from #18NTC reveal what they wish you knew about crafting your proposal solicitations. Plus a few secrets their colleagues wish they wouldn’t reveal. They’re Drew McManus, principal of Venture Industries Online and Ceci Dadisman from Form.

 

 

Gene Takagi: Donor Advised Funds
Gene TakagiGene Takagi returns to discuss the pros and cons of this increasingly popular donation method that gets lots of press. It’s gifts for nonprofits, why all the fuss? We’ll find out. Gene is our legal contributor and principal of NEO, the Nonprofit & Exempt Organizations law firm.

 

 

 

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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 come down with sheer adoni sis, if i saw that you missed today’s, show your tech r f p s to tech providers from eighteen ntc reveal what they wish you knew about crafting your proposal solicitations plus a few secrets their colleagues wish they wouldn’t reveal. They’re drew mcmanus principle of venture industries online and sissy dad baizman from form and donor advised funds jean takagi returns to discuss the pros and cons of this increasingly popular donation method that gets lots of press it’s gets for non-profits where all the fuss we’ll find out. Gina’s, our legal contributor and principle of neo the non-profit and exempt organizations law firm tony take two a driving rant responsive by pursuant full service fund-raising data driven and technology enabled tony dahna slash pursuing capital p wender cps guarding you beyond the numbers gregor cps dot com bye tell us turning credit card processing into your passive revenue stream. Tony dahna slash tony tell us and by text to give mobile donations made easy text npr to four, four four, nine, nine, nine here are drew mcmanus and cc data zeman from the non-profit technology conference welcome to tony martignetti non-profit radio coverage of eighteen ntcdinosaur twenty eighteen non-profit technology conference we are in the convention center in new orleans, nola, louisiana, and we’re kicking off our coverage with this interview. This interview, like all, is sponsored by network for good, easy to use donorsearch and fund-raising software for non-profit i’m very pleased to welcome for our kickoff interview. Drew mcmanus and cc dahna sametz drew is principal of venture industries online and cc is digital marketing manager four for money and your seminar topic is everything tech providers wish you knew about reading an r f p plus the stuff you want they want, plus the stuff they want to keep secret. All right, let’s hope that the conversation is shorter than the title. Welcome well thinking. Well, you’re very welcome, let’s start off cc i love you. I don’t know, i don’t know if viewers of the video are not gonna be able to see your pendant, so show that off. No, all that off. Put that on the mission in camp. Okay. Awesome. Thank you. Yeah. Very striking. Thank you. Why do we need this topic ? What’s what ? What’s not going right with peace ? Well, i think it a very basic level as non-profits we all need to do our peas at one point or another. Right ? And sometimes they can be a source of a little bit of trepidation for, to write and to sort of put out there to vendors. And we felt that this was a very timely topic to talk about to help ease people’s minds a little bit about that. And really give them some deeper information into the r f p process. Yeah, okay. Drew there’s, there’s trepidation people people are fearing this this process, right as a web developer, we get extremes there’s either trepidation where people don’t know how to approach it because they don’t feel comfortable with how to evaluate proposals. They don’t know what to ask for. They just don’t know how to kick the process off or on the other side of that. They have this extensive laundry list of things they think they want without really knowing even what they can can’t ask for or what i knew. Platforms and options are available. The r f p process really should be more involved with learning what you have and what can be. Okay, so that’s, what we’re gonna be talking about what you have and what can be so both of you are on the receiving end of a piece. Is that right ? From from non-profits currently, although i’ve spent most of my career working full time at non-profit organizations and as a consultant working on behalf of the non-profit for these kind of things. So that’s sort of how we’re approaching this drew is definitely on the vendor side, but my experiences is farm or on the non-profit side. Okay. Okay. So, let’s, stay with u c c your description promised tio pull back the curtain. What ? Pull back the curtain of how tech providers are crafting their proposals. Okay, with you right now, he’s. The current can you ? Uh, yeah, yeah. I mean, i could talk a little about what’s behind this curtain. Yeah, i can talk about it a little bit from the from the non-profit side in creating the r f p you know, our peace can be a really big project, right ? They could be something has looked at that is that is very involved because you want to make sure that what you’re putting out there is is true to the project that you’re looking toa have completed, and you want to make sure all the right information is in there so that you get the right vendors because ultimately you want a good vendor experience. You had a good working experience and we want attracting the right exactly you want you want the right vendors toe look at that project and won a bid on it, and ultimately you want to find the best vendor for your particular organization on dso in this session, you know, we’ll talk a lot about, you know, really what needs to go in that r f p from the non-profit standpoint, it only in the session we’re going to sharing here, too, right here yet. Zoho back on non-profit radio listeners, i don’t know we’re going to be doing out here too, right ? Right now we are ok, we are right. So one of the big things that we’ll talk about from the non-profit standpoint is at a very basic level just being honest about what you need from this project to put into the r f p, you know, bring all of your assets together, bring your team together before you even start writing the r f p to, you know, figure out what you really want let’s say it is, you know, a website project. You know what ? You really want this website to do what you want, tohave it, what you want to have contained in it. You know what your delivery bals are, what type of conversions you’re looking at so that you can start the process out where everything is sort of laid out on the table before you’re even starting to write the r f p and then as you go through the r f p process, making sure that all of those things are in there so that you know it’s full disclosure for the vendors, okay, what i what should we have in place before we start typing words into r r r f what does stick with you ? Ok, the big things to have in place are number one, the team that is going to be working on this project and have a point person assigned. For the project and that’s a really big thing, making sure that there is somebody responsible for communicating with the vendors about the project, who, you know is going to make the time and the energy commitment to do that, and also gathering together all of the information that needs to go in the website, whether that’s text or photos, multimedia files, whatever that might be bringing all of getting all of that together because ultimately your vendor will need that you’ll have to give it to them eventually, so might as well do it right off the bat, and then you need to gather together all of your other sort of software providers. You know, any other piece of tech that might touch that website ? So if you have, you know, a fund-raising cr m ifyou’re in arts and culture organization, and you’re selling tickets to shows, you know that that software is well, you know, your email marketing software, whatever those things are that need to interact with that website in some way getting all of those things together. Okay ? It’s, time for a break pursuant they’re e book is fast non-profit growth stealing from the start ups. They take the secrets from the fastest growing startups and apply those methods and good practices to your non-profit it’s free as all the pursuant resource is our it’s on the listener landing page. You know where to find that it’s tony dot m a slash pursuing the capital p for please now back to your tech or f p’s drew let’s, go to you. Who should be the point person ? Who’s the right person were now our listeners small and midsize non-profits so i’m gonna assume there is no director. Ok, correct. We should be in charge of this process. Dede was sisi was describing. I knew that was gonna happen that way. Have a dd coming later. I’ll answer to it. It’s not here. Now, it’s actually, cee cee cee is with us who should be in charge for most organizations is going to be the marketing director or the vp of marketing that’s typically the person who ends up becoming the point person because they’re going to be the gatekeeper for most of the content architecture that sisi was talking about. And so that’s usually a decent person to be able to be the point to contact oh, and process the art piece that are going to come in, you know, i’m one year earlier questions you had toss to see see about, you know, the things that we’re looking, i didn’t metoo i’m not gonna look at me, i’m gonna beat it up. Now i gotta beat it up now, so i focus on myself, okay ? On my my mistakes. I know it’s just but being able to actually educate non-profits into the things that they need to realize before they even start soliciting our peace and won the big ones is that that tech provider world, especially web development, is in a massive state of flux. Right now, there are really two large competing schools of how to go about being a service provider, which there’s the traditional old school model of you. Give us the specs, we build this for you, and then it’s yours. Hand it over, enjoy it. Yeah, and then there’s mohr of the annual license fee model. There are one ofthese for things like design and development programming, that kind of stuff. But then there’s an ongoing relationship that provides training support. I like to call it attrition insurance because you’re going in insurance, attrition, insurance, you’re going to have people who are going to turn over, and you need whoever comes in to be able to talk to someone who has some kind of institutional knowledge about that online presence, at least and that’s really not even just a non-profit but in the tech sector, especially that’s been around for years now, it’s almost expected oh, and it’s still a new concept to non-profits and so even understanding when they start soliciting are of peace, they could get some very radically different ideas coming in, and if they’re not prepared for it, you might out of hand, just toss something else that could actually be your better solution. Do latto on doing a lot of nodding ? Yeah, yeah, i mean exactly what drew just said about non-profits are used to this in terms of websites, the subscription model type of thought where, you know, you might pay a maintenance fee, monthly or yearly two, your web developer but really, i think for this particular industry, that is the way to go because there is so much turnover in terms of staff and knowing that you have someone there at all times to, you know, sort of help out, you know, god forbid something breaks or, you know, maybe you just have a question that there is somebody there at all times that can really take care of that. This industry, maybe more than others, should be using that sort of dahna i’m surprised to hear that non-profits air not acquainted with this attrition problem, i mean, they have it in having a crime, i mean, certainly in fund-raising where i mostly you’re saying that they’re not factoring that into this process, exactly, exactly there not really thinking about how that relates to their web presence and also having, you know, a monthly maintenance contract or yearly can be very helpful, even just when you need a little thing fixed or changed usually non-profits will go out and you don’t try to find, you know, a one off kind of developer project or, you know, hyre a freelancer to do something and and once you have, you know, all of these different people that are going in there and touching your website at any one time, ultimately that’s sort of going to dilute the integrity of the website so it’s best to just be able to keep with one person who really knows it in it. Out now, i highlighted. Beautiful necklace pendant. I want to highlight drew’s vest, very dapper vest and pocket square. Now, i am not to be outdone. Pocket squares, but yeah, exactly. Undo that. Drew is the king of the waistcoat. He has a warrior he’s, a waistcoat warrior hashtag waistcoat warrior he’s got a waistcoat for every occasion, and he looks damn good in them. Thank you very much for your marriage. You know each other. You know, it’s outside, outside the professional realm way. Do we’ve been friends for a very long time. And actually, one of the first ways that we met was doing a session. You contacted me to a website session. But when c z was a marketing director at the palm beach opera, they became client of mine, and they’re still clients. Oh, and we worked together on a number of sessions and mostly in performing arts based conferences. But yeah, way. Have a good report. Okay, show’s. Awesome. I love that this is a great energy. Great five kickoff kick off our coverage of auntie. Easy. Okay, drew let’s, stay with you. Something else that sisi mentioned next in the sequence. Gathering the right information that belongs as a part of this or ft flush out out more that’s the perfect question to ask yeah, number question number eight is it took me a while, we’ll slow out of the gate. Oh, it’s, just a number eight it’s one the best ones, because that’s also one of most difficult, because when organizations look at their content, i mean, they look at the stuff that they’re familiar with and what they know. So the actual copy, the media co-branding elements and that’s something that they tend to do fine with but where we encounter groups, having the most trouble is when they have to actually get all that information from point a to point b, meaning that let’s say they have a system built on julia or even wordpress, which is what we use in its open source. But that doesn’t necessarily mean it’s easy to extract the data depending on how that web site was originally built previously. And if in order to say what kind of data we’re talking about trying to get out, it could be anything from more complex information like customer data or event information there an event driven organization if they sell tickets. There’s all kinds of event. Meta, which are little bits of data, like the starting time, the location to find these terms. Because we have jargon. Jail on non-profit mirriam would hate to see you behind bars, but you live served time. You have. Not on this show. I don’t allow it. So you described it. You defined it quickly. Okay, so, yeah, little bits of data that right ? And so that they don’t know that that getting that from point a to point b isn’t a simple as doing, like a simple export. There’s no standardized format for something like a vent data. Even though google and apple have their own standards, it only covers a few bits of metal, so being able to move that might actually require a substantial amount of time and effort that they had no idea it was needed. But worse didn’t budget for, and that could sometimes be the most expensive element dahna project outside of something like developing an ap i connection to something like sales force or cr m or any kind of outside donor-centric connection between your data and some other outside latto yep, it’s the language that allows to different platforms to be able to talk to each other in the same language as opposed to having, you know, something in german trying to talk to someone in russian. Okay, now, how does it now ? I made you tigress thought your fault. How ? Does this all relate back to what belongs in our f and that’s ? Just it ? Those are the things that providers in my position usually don’t tell clients in advance because they well, do they even know i mean at the art of the stage ? Well, that’s just it most non-profits don’t they didn’t ask for that. But the provider doing replying to the r f p at that stage probably doesn’t even know that level of detail, do they ? They should, and they should be asking, and not every provider does that this goes into the heart of this stuff they don’t want you to know about the process is going to be iterated we’re not not just foisting an art of pee on a bunch of vendors, and then they return it within within this by the specified deadline. But there’s a there’s a back and forth there’s a community there. This conversation there should be questioning that’s a beautiful way to put it and that’s one of things that were going to be talking about is the r f in the traditional sense that we’re talking about way are is that the old school ? Throw out the laundry list of things that you want and get it back is not probably going to be in your best interest. We’re going to be talking about some alternative methods, which will be including project evaluations. We are talking about project evaluation, and a project evaluation is different than our pee. In that you will usually pay someone a small fee, a developer, aura potential provider to look at all of this stuff for you, and then be able to give you a legitimate fair estimate of what it cost will be. Okay, so that that’s sort of. Leading into your r f or is it in place of it could go in both one of the options is a migration where i’m sorry, ah, hybrid model where that can then let them build a detailed, accurate r f or they can use that as just the basis of being able to move forward after they’ve looked at a couple of groups to narrow down to a shortlist based on reputation and previous work. Ok, and this can only be good, really, for the non-profits because in this process, you get to know the developers who are responding to this r f p and, you know, that can help you choose what the right relationship might be, you know, rather than just saying, oh, well, these people look great, and there are f p submission looks great, but you don’t really know them. Yeah, all right, so we’re holding hands before we sleep together. Exactly. Get way. Get going. We’re going on a few dates before we sleep together. Okay, look on dating apps. A great wayto use that analogy. That’s. One of the things we have in the session that we’re talking about here now. Thank you. Is that if you wanted to go online and find someone to date and you just have a laundry list that’s called tinder ? If you actually want to find someone that you want to have a relationship with that’s that’s an entirely different story and shoot it might be in harmony, i would like to know the harmony, harmony, scientific that’s, yes, yeah, yeah, yeah. Profiles are more detailed, nothing no yeah, that i know from experience. I’ve heard. I’m happily married on dh, not on any any dating site. In fact, i’m happily married has nothing to do with other dating sites. That’s. True, i don’t know. I don’t see a ring, you know, you’re right, i don’t know. My wife has what she’s here, but we don’t wear rings right on. But, yes, i see your true oh, she’s on she’s, yes, okay, showing you just take that truth, okay ? So what was that ? Aggression ? Okay, all right, so so we’re dating, all right ? So how do we find the people who the potential vendors who could be valuable to us either for this project evaluation or for our f p how do we know where to send this thing ? We’re jumping around a bit, but listeners are accustomed to that that’s a good question, how do how do we know that’s actually really good question, and i know that, and i know that drew will have some thoughts, too, but if your friend on for non-profit that doesn’t really have a lot of experience in doing this kind of thing. I think the first thing to do is to reach out to colleagues for other organisms from other organizations who have recently been through a website, redesign or development project, or maybe you don’t even know them, but maybe it’s a non-profit or another organization that has a website that you like, reach out to them and see who did it see with their experience with and then also utilizing any sort of membership organizations or associations that you might be involved in convene helpful like a f p or a or p r s a and ten more any of those only, like number three any of those. And only after i prompted you. All right, let me sample warning would have been on my list. Trust me. Hyre where ? Seven it’s not there’s, no value. Nobody’s listening that yes, people listen. So all right, so i think that would be the first laurel referral to someone who did something you like or from among your or from among your professional network, including professional associations. Yeah. Putting. And i think putting it out there that you are looking for someone is really good as well. Even just on your social media on your linked in that hay, whether it’s personal or professional or both. Hey, we are looking to redo our website. Does anybody have any ? You know, recommendations, people you love people you worked with that you don’t love you no stairway from this kind of thing. Okay ? Do you have more ? That that’s a great way to go about it. I would say when you go the social media route or a public rout beep prepared for the onslaught. Yes, because there will be plenty of people who are in business development, we’re going to look for those sort of things reach out to you. The only thing i’ve really add to that is looking at other sites that you like as a starting point. You look at that that face is it pretty ? Do i like it ? Do i enjoy how it worked as faras the interaction and the user interface ? And if there’s, ah, website credit at the bottom, which not all sites do, but if there is, then start to reach out to those organizations. But most importantly, when you go to their websites, you want to try to find someone that has as much information about process as in the results because it’s the process that what we’ve been talking about here that really develops that relationship, that build a successful lives, you’re because you’re successful outcome ? Yeah, absolutely. Ok. Yes. You don’t want to just focus well said you want to focus on how great the site looks. It works. But was was it held to get here ? May not be worth it. It may not have been worth it. Is it a mistake to send out a dozen or of peas. I mean, is there an optimal like there ? Max, i don’t need. I don’t want to hear from fifteen vendors. I can’t r or just can’t process that much. Cc what’s. Your advice around how many descent ? I think that i don’t think that it’s a bad thing to get a lot back, i think in this kind of situation, because there aren’t there aren’t a ton, ton ton of developers that work with non-profits to start out with, you know, with some other types of businesses where you might get an onslaught of r f piece from web developers non-profits air a little bit lucky in that, you know, it’s going to be a relatively smaller number just to start out with, but i do think that it’s better to sort of see what your options are and that’s an important part of this process because what i find is a lot of non-profits when they’re doing a website project, they may be stuck, quote unquote stuck with a certain solution because they didn’t know what their other options were, and they were they were working with a developer aura developer was recommended to them that is saying, you know, this is the way that you need to do x, y and z and not that that’s a bad way, inherently, but maybe not the best way for that particular organization, but they just went with it because they didn’t know what there are other options were. So i’m more of the mind that the more sort of information that you have and it is it is a pretty good thing. Okay, so you don’t want to put our backs on it. Andi it’s likely to be a small number anywhere you’re saying, because right, and you’re going to sort of tear those things down. So once you get the first group of them, then you’re immediately going to be able to see, okay, yeah, these were not interested in so here’s, my smaller core group that we’re really going to look at, you know, and then from there, okay. We still have a few minutes left together, drew let’s talk about something that’s related to this development versus legacy costs. How does that relate to this sort of process and what listeners need to know about development versus legacy cost everything they don’t know, which is everything, and it is the biggest issue moving forward for non-profits is if you’re a non-profit like a performing arts organization, they already have a really good idea of what legacy cost is with labour expenses because their labor intensive organizations there’s no way to avoid that. Websites and technology platforms in general are starting to become mohr like that there’s, a minimum legacy threshold, cost wise from an expensive perspective that is increasingly going up because of how much organizations are relying on those platforms, but they don’t traditionally look att them from that perspective because of that one off here’s your website. Now i’m gone. We’re talking about the ongoing costs of maintaining the site exactly, but it’s not just maintaining the site, is maintaining that the ap i connective ity all the software in the scripts that make things do what they do change at haste, that is far more. Rapid than it used to be that’s a great example. Sites are goingto break connections, yes, and what other things are legacy costs that the last thing, the biggest one the next one is going to be with regard to how responsive design functions and responsive design is when you see a website on a desktop, as opposed to on a smartphone and everything shifts around so it looks better on a smartphone that works better. The underlying technology that makes all that work is also in a hyper state of developed and that’s, constantly changing. So it’s and it’s constantly changing to keep up with changes and things like iphones, they come out with new specs and new dimensions, and thing’s called media query thresholds change. So all the rules that go into how stuff shifts around has to change. And if your website or your online platform is a couple of years old, it may already be behind the times and not working well on those devices, even though you thought it originally was designed to do that. Now, listener’s, you’re gonna want to know that i did hear drew say the media query threshold we don’t have enough time to flush that out. So i’m gonna get you gonna get passed, it’s one of fury’s, everything but i’m letting this one go, but i did notice do not do not think that i didn’t catch it, okay ? And then sisi, why don’t you explain the different mean, what ? Drew was just describing those legacy costs and development costs, which i think is pretty commonly understood, but that’s just right, right ? So your development costs that’s really going to be, you know, the money that you’re putting out to make the site right in that first project to actually create what you’re trying to dio and it’s, i love that we’re talking about this because from an organizational perspective, it’s really important to keep a line item in there somewhere and some money in it for those legacy costs, you know, because a lot of times we’re just looking at it and say, okay, well, you know, it’s going to cost x amount of dollars to build the site and then that’s it or, you know, we’re given, you know, we get a grant for it or were given money from a donor to build the site or something like that and it’s looked at as just sort of a one off. You’ve got to think about keeping money in a line item for these ongoing kinds of things and also the developer that you’re working with. Khun give you a good sense of how much money that might end up being, depending on the functionality of your sight, because that’s really going to vary from site to site and from organization to organization. Okay, i should got they should another should from drew. All right, we gotta leave it there. This is twenty martignetti non-profit radio coverage of eighteen ntc. I’ve been talking to drew mcmanus principle of venture industries online and cc dat baizman digital marketing manager at form. This is tony martignetti non-profit radio coverage of eighteen ntc and this interview is sponsored by network for good, easy to use donorsearch and fund-raising software for non-profits. Thanks so much for being with us. We need to take a break. Wagner, cps. Do you need help with accounting or your nine ninety thinking about a change of accountants ? Time to get a fresh opinion. Check out witness. Cps dot com start there. Then talk, you know. The partner to talk to you, eat each tomb. He’s been on the show, he’s a good guy. I trust him. He’ll be honest about whether they can help you. Regular cpas. Dot com. Now time for tony’s, take two. I do a lot of ah long distance driving about twelve hundred miles every month, or or every six weeks on dh. I’ve got a couple things. Ah, couple things on my mind about that, that i’ve, that i’ve seen that ah, bother me. So the video talks about three of them. I was for here. I feel like the one i wanna talk about is getting gas. The gas lanes in ah, in a gas station are for getting gas and for cleaning your windshields on when you’re cleaning your windshield, that doesn’t mean wash your car with the squeegee that means clean the winter came the glass certainly get your glass nice and clean. Fill up the gas. Take your time doing all those things don’t trip don’t spill any gas, you know, dribbles over anything, nothing like that, but when you’re done, get out of the gas lane and park that car. Don’t be the person sitting still in the gas lane while you’re going to get iced tea. There’s a couple more rants along with that one on the video at tony martignetti dot com now time for gene gene the law machine you know who i’m talking about ? Of course. Well, who else would it be ? Jean takagi, the managing partner of neo the non-profit and exempt organizations law group in san francisco, he edits the wildly popular non-profit law blogged dot com and he’s, the american bar association’s. Twenty sixteen outstanding. Non-profit lawyer he’s jean takagi he’s at g tak. Welcome back, jean. Thanks, tony. How are you ? I’m doing very well. How are you this afternoon ? I’m doing very well, feelingood out there. Good. Good. I’m glad. Um, i’m overdue for a visit. I need to i need to come see you on the west coast. The ads actually the perfect time that we’ve got some nice weather. It’s a little cooler earlier this summer. But we’re headed out towards cem. Cem a nice weather at the end of september and october. September, october. There are good months. You’re right. I know, i know. I’ve heard that from others. I’ll get there because it was, like twenty. I think twenty fourteen may have been the last time was that when we met, i think it was twenty fourteen the time we met, i think quite awhile. Yeah. Yeah. Uh oh. But then i had another trip, and then you were. I think you weren’t available. Yeah. You blew me off my last trip. I think that was two years ago. Twenty. Um, okay, so we’re talking about donorsearch vice funds. You have some interesting stats about how popular they are that they’ve grown oh, since twenty twelve, give us give us just some basic numbers so we know why we should be paying attention to these things. Sure. And i think some of your listeners may know that that we have to start paying attention to donorsearch buy-in funds and and i’ll i’ll use the lingo dafs if that don’t get me into jargon, no that’s that’s approved. Yeah, okay, so dafs sir, like the fastest growing recipients of charitable giving now in the in the u s so donations of increased from just under fourteen billion in two thousand twelve two. Twenty three billion in two thousand sixteen. And meanwhile, sort of in two thousand sixteen, we’ve seen the top. I think six, uh, charities or six recipients of charitable giving in the country were dafs so, you know, the biggest one being fidelity charitable out doing united way and and american red cross and everyone else. So six out of the top ten recipients of charitable giving were dashed. Something to pay attention, tio sure on also the interesting that the growth rate so you cited uh, fourteen billion in twenty twelve to twenty three. Billion. Twenty, sixteen that’s. Two thirds growth, sixty six percent over five years, and individual giving over that was five years grew by only fifteen percent. Yeah, and you’ll see a lot of reports now saying, suggesting that they’re fewer and fewer donors e-giving teo to public charity, that air doing direct service work. Now, the big donors are still contributing, but fewer numbers of smaller donors, and part of that because of the tax incentive that are changing. But, you know, that’s, huge growth in the donor by fun, you know, in light of those numbers of lessening donors, the growth of donor advice on sixty six percent over five years. Any investment manager would love that. Yeah, no kidding. Shoretz naturally. My my portfolio would certainly love that. My portfolio buy-in buy high sell low. That seems to be my mantra if you look at my portfolio over the lifetime of my portfolio, um, so you and there are a couple of reasons why these air so attractive to individuals ? You know, you get that immediate tax deduction first ? Yeah. I mean, it works great. From the donor’s perspective from, you know, from the donor, you make a contribution. You khun taken immediate charitable contribution deduction, but you get to practically kind of control that gift on and decide who you want to ultimately give it out to in future years, even if it’s going to be two years later, five years later, ten years later, twenty years later, you can sort of hold it in that fund. Now, legally speaking, you make that gift immediately, and you get the deduction. Because your gift is complete. You have given it to a charity in the in the year you made that gift. But practically speaking, that charity that’s, the dafs sponsoring organization, that donor by sun sponsoring organization, which typically is associate it either with a financial services company like fidelity. Charitable that’s the biggest, you know, charity that that receives gibson in the world or hyre you can give it to a community foundation that’s, the other big sponsoring organization of bath and so legally they have control of the money. But practically speaking, they’re probably going to listen to where you want to make the donations to so long that it’s illegal distribution later, so long as you’re going to make the grant toe another public charity, even if it’s you know your intention to give it twenty years later, that’s okay ? Yeah, the donor’s make what’s called a recommendation to the to the charity fundez holding their donor advised funds and ninety nine times out of one hundred. The recommendation is approved. I think basically, they’re just looking to make sure it is a bona fide five o one c three charity that’s being recommended. And then the fund hyre approves that recommendation and makes a gift from from its fund to do that to that five. Twenty three ? Yeah, i think that’s right, tony. So, you know from from the sponsoring organizations by then they might have a little bit more in terms of little legal obstacle. Teo to live up to but from from the perspective of the donor, a lot of them feel like it’s still their money, they still get to control where they’re going to make a grant to even after they’ve taken the charitable contribution deduction, right ? And it’s, you know, apart from sort of getting an immediate charitable contribution deduction, it also allows him to do other things like it allows them to give annually i’m sorry it allows them to bundle up their donation, so maybe they give to a charity to the dafs sponsoring organization like once every five years, and they do that because the incentives for getting a charitable tax deduction have drop because, you know, i don’t want to get too technical, but the rise of the standard deduction that took effect earlier this year and we talked about that that already means only five to ten percent of taxpayers actually get a charitable contribution deduction anymore for making a gift, because the standard deduction is higher than their itemize, but by bundling there donations and say, bundling them up. So instead of making a five thousand dollar gift every year and not being able to use that to get a deduction, they can decide to make a twenty five thousand dollar gift over five years, and then that twenty five thousand dollars now, combined with their other itemized deductions, is big enough to get the value that deduction so they can use the dafs to give every five years. But the charity that they want to be the beneficiary of the fund could receive money from the dafs on an annual basis after they do that, so to the charities that looks like the donor is giving to them every year once that funded the death. So another another useful way that that an individual can use the donor advised funds that’s created by the new tax laws understand, right ? You gross it up to get the get the hyre deduction compared to the standard, and then you can give it out, uh, slowly over time, all right, but make it make it the gift huge big enough to take advantage of the larger deduction at one time or maybe a couple times over several years, exactly in the charity might like that, too, if they’re like saying, you know, we actually don’t need your annual contribution because we’re actually saving up to buy a building or to create this brand new project. So if a year five you give us the larger gift, we would really appreciate that, so it can work for everyone involved as well. Okay, we’re going to take our first break, but when we come back, we’re going to talk about this feature of being able to latto it’s, make your gifts directly to the to the charities over over lots of time and the constant nation that that causes tell us for pete’s sake. Oh my goodness! Think of the companies you can refer and start asking them. You’ve heard the charity testimonials. You’ve heard the company testimonials, it’s time to claim your own long stream of passive revenue from tell us fifty percent of the card processing fees that tell us gets from the companies you refer. Go to you fifty percent month after month after month. That’s your long stream of passive revenue. Start with the video at tony dot m a slash tony tell us now, let’s, go back to jean takagi. Okay, uh, sometimes i don’t remember where i am. But this time i do. So i made because i said it, okay, so this feature that you can give over time over many, many, many years causes consternation in the non-profit community. Do i have that right ? Yeah, you’re right. So what ? You know what ? If the donor is e-giving annually to their donors buy-in spun and saying to the charity, you know, well, i’ll give to you at the end of five years at the end of ten years from my donor advised funds, but, you know, in five or ten years that donor, right have other priorities, and so that charity that used to get the annual gifts from that donor might not be on that list anymore, and so they can’t really think about that in their budget, so it does create some concern by charity. Yeah. Now, in that case, i mean, if i were advising them, i would get that pledge in a written document and the legal enforceability of that, you know, we can we can write us that it’s got some enforceability weaken. We’re relying on your promise, we’re going to take some administrative actions. Buy-in reliance, you know, maybe there’s a small consideration, maybe there’s a small dahna yeah, so, you know, we can we can we could make that legally enforceable in a lot of states, if not all the states, yeah, i think that’s true, tony, but then you have to think about whether even if you win the battle with the one donor-centric it in court, what that does in terms of the long term and your relationship with every other donors who now knows you sue donors when i don’t clean get yeah, yeah, i mean, you got a definitely are you ? Yeah, i know you’re right. This is an interesting conversation because planned e-giving i’ve dealt with this and way we deal with it as gifts come, and i’ve dealt with the aftermath of it after afterwards, i’ve never had a client that that maybe i shouldn’t reveal this. I don’t know clients non-profits are very reluctant to sue their donors. They you rather work something out. Andi it’s true, i haven’t had a client that well, first of all, i haven’t had that many clients we have to enforce we had where we had to force agreements against, uh, right against the donors and that’s, very rare that you have. To hold this document up that they signed years earlier and remind them of the enforceability of it on ben, you know, charities are reluctant to do it and have to be, i don’t have to be a scenario where there’s a lot of money at stake and it’s a pretty clear case because you’re right, the pr is very bad, and, you know, it may never even make the popular press, but just in donorsearch coll’s within that individual organization, you know, things get around, especially if it is a large gift from a prominent donor. Back-up yeah, and especially that donors still alive tony versus in a plan gift where you might be contesting it against airs or for other recipients of that. But when the donor is still alive and saying, i don’t like your charity as much as i used to, i still like you a little bit, but i don’t want to give you my full gift that i thought i wanted to give to you that’s a tough i got a raise, so there is a practical aspect too the enforceability of these agreements that i’m saying can be made legally enforceable, but but the enforceability and itself sometimes is enough of a persuasive factor to a donor that, you know, i think they keep up their commitment when, when they think they might not have otherwise might never go to court. Yeah, but the donor might see the seriousness of the donation and know that he would hurt the charity he or she would hurt the charity if they didn’t go through with that pledge because maybe relied on it to partially constructed building, and you need the full funds to finish construction. Otherwise you can’t do it, and you’ve wasted a lot of money and may be created some lawsuits against you for not being able to do it. So the donors, you know, relying on that donor’s money to your detriment or twenty to your detriment is is the basis for a lawsuit, and that would hopefully be convincing to a donor, even without the lawsuit part that you relied on on their promised teo, meet their place. I like heidtke idea. Yeah. Okay. Um but the bigger issue so let’s take it away from an individual charity. The bigger issue is that there’s. A lot of money parked in dahna. Advice, funds and we really don’t know how much and the what bothers congress and a lot of people in the charity community is that this money is parked there and it’s not getting to the five oh one see threes that it’s that it was that the donor earned a charitable deduction for giving to you it could sit indefinitely literally, right ? Yeah, so under tax laws, it could sit there indefinitely. So the donor advice fun sponsoring organization is not legally compelled to make any distributions at all. If the donor says nothing about it for ten years, twenty years than the sponsoring organization doesn’t have to do it. Although some of started to say, you know what ? We’ll have an internal policy that says, if you don’t, if you’re completely inactive your fund, we will start to make distributions based on what information we have of where you want it to go, so they’re trying to do some self regulation there, but there are no external laws right now that required donorsearch funds, teo, make any distributions at all. Yeah, well, i suspect they see a lot of a lot of the the the concerns, especially from the isat, the senate finance committee, charles grassley, chuck grassley is chair of is that senate finance ? Yeah, right, well, the senate finance committee might be concerned with that asshole, but they’re really the argument is going on with academics and professionals and big organizations, including community foundations and these big financial institutions all over the place. And you’re seeing a lot of books on the non-profits sector now sort of criticizing no philantech be including through donorsearch buy-in funds and the controls that these donors have over large amounts of money even after they’ve taken the deduction. Interesting, interesting discussions out there now now it za parallel to me, you know it’s, it’s, it’s similar to a lot of the planned gift’s a similar principle or policy around a lot of the planned gif ts so take i’m thinking like the charitable remainder trusts or charitable gift annuities where basically ah, person let’s use the trust because that’s not that’s, not charity specific. So let’s use that example. Someone creates a charitable ranger trust. They leave the option. Teo name some charitable beneficiaries a cz remainder beneficiaries which means at the death of the donor what’s left, goes to these charities and in the during the life of the donor or donors, sometimes a lot of times, it’s a couple there getting income for their getting income. So getting income for life when they die, what remains goes to charities, and they reserve the right to change your those charities might be now they get an immediate income tax deduction for that. When they create that in the year that they create that charitable remainder trust. So i see a similar policy. No it’s it’s. An immediate deduction for a long term gift to charity. Although there is some guarantee because the difference is that the donors are going to die and when they die, the people getting that people died getting the income die, there will definitely be a gift to charity. So there’s there’s that right there is that limiting factor. But you could see the policy similarity, right ? Yeah. That’s. Definitely some similarities. But i think that the donor advised funds are more concerning, particularly because when you do a charitable remainder trust, for example, your deduction is going to be the value of the gift that ultimately is left over for the charity using you. Know, like actuarial tables. Yeah, that present value there going ? Yeah. So what is it going to be worth ? The likely could based on average, like bands and stuff. What will the charity likely get ? That’s what you can deduct the donor advised funds, especially if you give gifts of like real estate or privately, closely held stock, you get to not pay any capital gains on it. If you’re a donor on, then you get a deduction of the fair market value, which is big because if you gave it to a private foundation, if you formed a private foundation, you don’t get that gift a fair market value, that deduction of fair market value essentially get the deduction of cost. So being able to sell something that, you know, wildly appreciated in value and getting the fair market value deduction and not having to pay any capital gains on it and then still having the practical control of where to ultimately spend that money. Um, you can see how that might be even more attractive. A donation vehicle tow an individual donor, but why ? At the same time they’re concerned some from from congress and from from others. Who think that they are, you know, advocates for the nonprofit sector of saying is really going to be put to good use for charitable use, or is it going to sit in these funds, particularly in funds that are run by some of the financial institutions where their continued to get, you know, investment season stuff that that air being generated because they’re continually being invested ? You know what charitable good are those funds doing ? You know, professionally, you know, if they’re if they’re held by fidelity and being managed and no promise of went to distribute. All right, hold that let’s, take our last break hoexter give, you’ll get more revenue because they make e-giving simple if your donor’s consent a text that can make a donation not only simple, affordable and secure ceo chadband oid very smart guy, he set up a smart company. You want to get the info, which you should, you should want to get the info text, npr. Two, four, four, four nine nine nine and you will ah, not only get info, but also be able to claim a special listener offer. We’ve got several more minutes left for fund-raising no, not fund-raising dahna advice funds where’s, my where’s, my lousy intern. I wish i had one. We’re not talking about fund-raising that was a big mistake. Sorry, jean. We’re talking about dahna advice funds. I need an intern. Esso, i have someone to blame for this poor copy. All right ? Yeah. Yeah. The fair market value. Yes. The donor donor advised funds gives a fair market value. You made several points, but the one that hit me the most because i do plan giving is dahna advice fund to get a fair market value charitable deduction immediately plan give to get a present value deduction based on your life expectancy. So it’s going to be less. And if you hold the money in your donor’s vice fund for twenty years, it’s, in fact worth less, then it was in the year you put it in. But you’ve got a face value fair market value deduction, didn’t you ? Well, actually, you know what ? What you holding to donorsearch buy-in fundez might appreciate wildly. So if you put a, you know, a million dollars investment or even a ten thousand dollar investment into a donor advice fund of apple stock, you know when it was nothing, and you held it for ten years, and all of a sudden you’re sitting on, you know, potentially hundreds of millions of dollars and nobody take capital gains tax for that, right ? But you are, you know, the donor advisor or the donor of one hundred billion dollars fund, you know, that’s held by financial institutions, affiliated charity sponsoring dafs sponsoring organizations. And, you know, you get all sorts of benefits for, you know, being, you know, the donor to donorsearch by son. You know, you get to go to the fancy cocktail parties and gala charity gallas and people swooning all over you because, you know, you can make huge distribution to the to the folks if it was your own money, but not your own money anymore. Yeah, well, it’s, not yours, right ? It’s yours to decide what to do with, but it doesn’t belong to you. The recommendation of where it should go belongs to you. Now, of course, on the other side of that, you could have invested in. Annoy ll start. I’m trying something the stock that crashed terribly, but you might have invested in something that depreciated on dh there’s going to be a lot less left for charity because you didn’t invest well, yet you got you got a deduction for what you put into the fund initially. So in that case, the charities really do lose the public loses out because a lot less money is going to go to charity. Then we gave you a deduction for sure that’s true as well, and i don’t mean teo be sort of a nay sayer of the donor advised funds because there’s a lot of good things that they do and, you know, they’ve been around for, like over eighty years, really, with community foundations and, you know, the original intent was sort of to collaborate. Have donors collaborate with the advice of the community foundation about how they could sort of use their money’s on dh use their donations together to fund some of the most important things to benefit that community. And, you know, that aspect of donor advised funds is, i think, a wonderful thing and the, you know, a lot of critics. Who are arguing against the critics of the donor advised funds so the ones who are the pro donorsearch buys fundez woobox are saying, you know, a lot of this money that is going into donordigital fun would otherwise not go into charitable goods anyway, they might they might never make the charitable sector. S so it’s not like saying that, you know, people are e-giving too don’t advise funds, and it never gets charity that way that, you know, the counter argument is some of those funds would never get to charity unless they went through donorsearch buy-in funds. And by the way, our distribution rate is much higher than private foundation grade, so even if the donor gave it to, you know, created their own private foundation, then they’re just required to invest or grant out essentially five percent of their investment assets per year and don’t advice funds are granting out, on average, somewhere about twenty percent of their assets for years, so we don’t even have a problem here. Why do you want to create rules to limit what we’re doing but there’s a counter to that as well ? That says well, that twenty percent includes donorsearch vice funds e-giving toe, other donor advised funds and that’s like when you want to shift your donors fund from fidelity to vanguard xero or to the silicon valley community foundation or did it new york community foundation ? You’re just moving money around from one financial talkto another one charity to another, but nobody’s actually putting it to use teo, do good for the community that the other arguments and counter arguments the other problem with that look atyou doing both sides. The other problem with those measures of distribution are they could be skewed by very large gif ts that come from one or two funds while lots of small funds aren’t making any any distributions jean, we have to leave here. Maybe we should have planned this for a whole hour. But we hyre is this your lackluster host ? He’s ? Jean takagi, managing attorney of neo non-profit exempt organizations law group he’s, our legal contributor just following for god’s sake non-profit latto blood dot com and at g tak thank you very much, gene. Great talking to you next week it’s website day https and getting more gift from your sight if you missed any part of today’s show, i beseech you, find it on tony martignetti dot com, responsive by pursuant online tools for small and midsize non-profits data driven and technology enabled. Tony dahna slash pursuant capital p weinger cps, guiding you beyond the numbers. Wagner, cps dot com, by tell us. Credit card and payment processing, your passive revenue stream. Tony dahna slash tony tell us and by text to give mobile donations made easy text npr to four, four, four, nine, nine, nine. Creative producer is claire meyer, huh ? Sam liebowitz is the line producer, shows social media is by susan chavez. Marc stein is our web guy. How much mark silverman is our web guy, and the music is by scott stein. She we will be next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great better than me. You’re listening to the talking alternative network, waiting to get a drink. Nothing. You could. Hi, are you interested in blockchain technologies and crypto currencies ? Then tune in here on talk radio. Got n y c with me, david every friday, eleven a, m twelve p, m eastern time. As we answer your questions and interview, great guests live on internet radio on building the blockchain where you can catch the blockchain revolution. Oppcoll you’re listening to the talking alternative net, are you stuck in a rut ? Negative thoughts, feelings and conversations got you down ? Hi, i’m nor in sumpter, potentially ater tune in every tuesday at nine to ten p m eastern time and listen for new ideas on my show. Yawned potential. 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Um, sam liebowitz, your conscious consultant, and on my show, that conscious consultant, our awakening humanity, we will touch upon all these topics and more. Listen, live at our new time on thursdays at twelve noon eastern time. That’s, the conscious consultant, our awakening humanity, thursday’s twelve, noon on talk radio dot. You’re listening to the talking alternative network. Duitz buy-in

Nonprofit Radio for October 12, 2018: KPIs & Fundraging

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Anna Rhodes & Brenna Holmes: KPIs
Our panel from the Nonprofit Technology Conference (18NTC), shares its wisdom and insight on using key performance indicators to build consensus around goals and measures for your nonprofit. They’re Anna Rhodes and Brenna Holmes from Chapman, Cubine & Hussey.

 

 

Amy Sample Ward: Fundraging
Amy Sample WardIs your org positioned to accept help from supporters who are pissed off and want to channel their anger to something constructive, like raising money for you? Amy Sample Ward, our social media contributor and CEO of Nonprofit Technology Network (NTEN), explains what’s going on and how you can take advantage.

 

 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent under aptly named host oh, i’m glad you’re with me. I’d be stricken with gastro inter opto sis, if you brought me down with the idea that you missed today’s show kp eyes our panel from the non-profit technology conference eighteen ntc shares its wisdom and insight on using key performance indicators to build consensus around goals and measures for your non-profit they’re anna roads and brenda homes from chapman, cubine and husky and fund-raising is your organ positioned to accept help from supporters who are pissed off and wanna channel their anger to something constructive, like raising money for you ? Amy sample ward, our social media contributor and ceo of and ten non-profit technology network, explains what’s going on and how you can take advantage. Tony, take two thank you, responsive by pursuing full service fund-raising data driven and technology enabled tony dahna slash pursuing wetness e p a is guiding you beyond the numbers regular cps dot com bye tell us attorney credit card processing into your passive revenue stream. Tony dahna slash tony, tell us and by text to give mobile donations made easy text npr, to four, four, four, nine, nine nine here are and erodes and brenna homes with k p iis. Welcome to tony martignetti non-profit radio coverage of eighteen ntc non-profit technology conference in new orleans. This interview is sponsored by network for good, easy to use, dahna management and fund-raising software for non-profits. My guests are on a road and brenda homes. Anna is deputy director of analytics at chapman cubine and husky, and brenda holmes is vice president of digital at c c h ladies. Welcome. Thank you. Glad to have you both have you. Have you done your session already ? We did. We just just finished, finished all your coming off it, all right, it’s coming off the hyre exact. The bar is open now. Life is good. You’re topic was, but are we making progress, establishing and using kp eyes ? Okay, uh, maybe we’ll start with, make sure that everybody understands that a k p i is a what you stated in unison together, keep performance in the caner. We see that the voice okay, i think that’s pretty well understood, but let’s, just make sure, okay, why are these things so important ? Let’s start with anna because, er it is so hard to keep everyone within a non-profit hyre working towards the same goal instead of looking at all of their different measurement. Um, so having a way to agree on what success really looks like can actually end up making you be more successful in the end, because then you’re all working towards the same goals. Okay, so the part of this topic is organizational buy-in or we’ll not organic. Yes, whatever happens, you fire of you defined focus, a bunch of people, a bunch of people need to agree, so called that buy-in okay. And i also see another part of this is data overload. I mean there’s, just so much available, right. We need to focus on brenna on what’s what’s, the most important stuff. Exactly. Yeah, and the main thing, you have them clearing up the misnomer that not all kept metrics are kp eyes, right ? So everybody does have to agree. On what what are we trying to track ? Why are we tracking it ? How does that help us meet our strategic objectives and our end goals, right. So once you have the buy-in on all those goals, then you’re able to dig down deeper and develop. What are those specific metrics that will help us meet these kp eyes that we can then measure against those strategic objectives to ensure that we do have success and that we are tracking over time ? Okay, okay, very good, that’s, great, overviewing, thank you. Alright, so. Well, should we should we start with our so we started our organizational goals. Yes, because that’s what ? We’re measuring against that, you’re just saying that. So now we got to get okay. So this all obviously should flow from our mission. I’m gonna go back to that. That that that fourteen year old voice, that really reason that we exist our mission statement. Okay, from that, we have gold now. Now. Okay, i’m gonna assume that everybody buys into the mission. Otherwise they wouldn’t be working there. Hopefully. But now now way. Get to the goal stage people could start falling out. That’s where the disagree it’s not too far from mission to gold, but we could start losing people. What do we do ? Go ahead, runner. Yeah, i’m gonna start so we we like to focus it on the building. Kind of smart goals, right ? So what do we need to do ? Departmental e department by department to help us achieve our mission on dh. Really phoning it in tow ? Really ? No. More than two. Three. And i went up to five in our session. I was like, oh, but, you know, two, three things that we all can agree on as a group that these are priorities. These are important goals. And, yes, there’s. Other things that are important. But if we let ourselves go down the rabbit hole of just saying, listing everything that’s important now, things no longer important, which is what you’re starting with you yours, referring to earlier with the data overload and it’s, especially. Eazy, because digital metrics can be so different than offline metric to instead have the i’m actually moving it away a little bit, okay, okay don’t worry, it can actually be easy. Tohave the metric create new divisions within just the development department divisions that didn’t even exist before, but it’s sustainers causing problems in solving so a cz longest. You’re looking at twenty things in google analytics and through the facebook manager over here, and then a completely different set of metrics for direct male you’re not even working towards the same goals within the development department. So that’s part of why so important to start at the goal side of things rather than at the measurement side of things, so that the measurements always air serving the goals supporting those goals, right ? Okay, i imagine we need top down by this has got to come from leadership. That’s the goal agreement we still go agreement it’s got to be driven from above and and accepted. Yes, it doesn’t necessarily have to be driven from above but don’t really actually, i was you know, as i was saying, i think it could be bottom up it can be, but but but the leadership has to be on a great okay. Okay, for sure. All right. Uh, all right. So we agree on our goals. Now, now we’re moving to our kp eyes. How are we going to how do we know what that’s measurable belongs at the top within within these goals ? Yeah, that we’ve all agreed on. Well, and even before you get teo, what are the kp eyes ? We need to develop strategic objectives for each goal, okay ? Because the girls tend to be a little bit umbrella there. Vega. Right way. Operation. Exactly like we use greenpeace. One of our clients in our session today partnered with us, and one of their goals is defending democracy. Okay, well, that’s big right and an existential and long and yeah, eso then we developed strategic objectives that will help them measure against whether or not they’re being successful in duvette defending democracy it’s time for a break pursuant there. E book is fast non-profit growth stealing from the start ups. They take the secrets from the fastest growing startups and apply those methods and practices to your non-profit it’s free as you’re accustomed to all the pursuant resources. Are and it’s on the listener landing page ? No surprise, tony dahna may slash pursuing capital p for please and pursuing i guess now back to kp eyes from the non-profit technology conference. So what are you ? What are some of them that they chose so way ? Work through those greenpeace ? How come that on right now is accident or not at this table ? Alright, now they’re long sorry, it’s not proper radio your life. I know, i know, but we worked through them from the department perspective. So what would it mean for the fund-raising department to be supporting the organization goal of defend democracy ? So it is easy for fundraisers to think that their job is always the same. It is always just raise money, raise lots of money and then we’re done. But there actually is more nuanced than that if we’re trying to defend democracy. Well, sadly, that isn’t something that we’re just doing today or for the next month. That’s actually a long term project and certainly at least through the trump presidency. And and, you know, given how greenpeace defines this goal of actually reducing the amount of money in politics, i mean that’s going to take sometime. So that means whatever funding that fund-raising is supplying has to be sustainable and it’s the net that matters, not just the growth tomorrow. Okay, so that means now we’ve clarified the objective in the fund-raising department. So that’s, the next stage come up with the mission statement for the organization ? We’ve turned that into a number of goals for the organization, the big dream things defend democracy, stop global warming, all of these huge concepts and then we’ve broken them down for how does my department contribute to that ? And on lee, once you’ve done that, can you decide ? What am i going to measure what’s actually being, what do i need to measure ? Ok, right. So the object’s strategic objective is growth in sustainable net revenue. We’ll both sustainable and net are two measurable things. So then you can build your kp eyes off of those keywords on dh actually, decide on what are the metrics that we have to check ? How do we agree on collecting that data so that everything has a flat, measured baseline that we can then benchmark ourselves against what periodically so that we’re checking in on that growth ? Side of the goal and when we’re at this stage, is this just our department ? That’s that’s really making these decisions ? Okay, so we’re not we’re not at the higher levels anymore. It’s not necessary, correct is where the department level, but we’re going to build back-up so we’ve gone down to the department level to figure out that’s, so i mean, you’re using your expertise, so you want your fundraisers figuring out how fund-raising can best support the fund-raising goal, right ? You don’t i don’t want a cfo deciding that, but in the end, the cfo has two buy-in on it, all of leadership does have two buy-in so once the various organizations have figure out out their objectives and their kp eyes, then you have to come back up a level and talk across departments and see how these objective support each other and possibly adjust them is where we ended up with our greenpeace example is actually making slight objectives when the marketing department and the fund-raising department saw the amount of overlap between their objectives and the tactics in specific that they were planning in order to get there, so that sounds like an ah ha! Moment, way. Have a lot more in common than we realized. A cross marketing and fund-raising. Exactly. Yeah, okay, okay. Okay, dahna, but let me ask you where should we go next with this ? Where do we go next with discussion ? You talk good. Well, i was just gonna say i think, you know, we used marketing and fund-raising as the example here because obviously, the ntc audiences, a lot of marketers and fundraisers, but the same structure and the same necessity for kp eyes it’s in all departments, right ? Whether it’s, your program, people who are actually implementing the services or whether it’s your public relations or media relations outreach people like all of these departments have to go through the same process on. And i think there will be a lot of those. Ah ha. Moments for organizations who are used to working in silos when they start thinking about the goals. Right ? Actually being achievable of strategic objectives that can be measured to get back against the mission on dh over there. Okay, uh, what about digital digital fund-raising kp eyes ? You talked some about that ? Yeah. Okay, let’s. Shut out. You want to start anna s. So there are a lot of questions about digital fund-raising kp eyes because people immediately go to the measurements available. In google analytics, and which one of these should i use as if the answer is the same for everyone ? So this just, you know, as if conversion rate on your petitions should be asserted number for every single organization and that’s what defines success ? Because we can show you how to set that up in google analytics, so that came up in our session, and it was a another reminder to folks to go back to the beginning, decide on your goals. Yeah, i think i feel like a lot of ways it’s, like the ultimate consultant answer is it depends right ? Because everything is it is individualized. If you’re not taking the time to audit yourselves and personalize and get that organizational buy-in and that organizational priority list, then they don’t really matter than they aren’t kp eyes, they’re just metrics, whether they’re showing growth or loss or what they’re just vanity numbers at that point because they have no tie to the strategic objectives in the mission of the organization. We had one question in the session, which was great, and it was about supporter scoring and i think that’s mental really hot topic in the digital. Space border scoring ? Yeah, i don’t know what that is. Okay, so when the ads taking basically qualitative, um, pieces of information, whether that behavioral traits or demographic things on dh scoring it, putting a quantitative wait to that to then build a model to show you these are my best people, my top ten deaths ill or my latto bottom ten on dh, then also using it to find lookalike audiences and things like that out in the world. So you want you’re doing this for different constituencies like donors, volunteers, exactly, event attendees, service beneficiaries, okay, different constituencies. And the problem is exactly the same problem that folks have with models in the direct marketing space is that for non-technical users, they hear model, and they’re like, oh, it obviously adjust to my program. It’s must have something to do with artificial intelligence. I hear all these things are great, these people are scored at the top, therefore they’re the best for me, and then they’re surprised when the results don’t match that. But any model has to be based on what your actual goals are, so if you’re using a response rate, a response based model and your goal is actually to increase high dollar donors. That model is not going to serve you. The people with the top score in that model are not necessarily going to be the high dollar donors. And so it was the same thing with the supporter scoring thie. It was a very good question, but it again starts from the data side of things rather than the gold side of things. We have all of this data. We have thes scores saying these supporters are our best ones. We should contact them every chance that we get our screening. Fill those right back. Yes, when i think a lot of it stemmed for for that, for a lot of people in for him in particular, asking the question that like which which one should i buy ? Right which model is best ? Which scoring which software should i purchase that you actually have to do the internal look looking in to find out what’s important to you before you decide what direction on demand that of the vendors ? Because it’s true, that all of these models can be adjusted when you are able to communicate what is actually valuable to your organization. Otherwise, you’re going to screen it. You mean screening ? Yeah. Yeah. That’s not commonly known. Now, i think i think most most orders say they just take the algorithms. Yeah, they’re provided the show. Andi. Everybody gets the same. Same right ? Yeah. Yeah, that that’s not leveraging that to its utmost. Yeah. That’s. A very good that’s. A very important point. I think people are just taking it and they figure well, there there’s a half a dozen vendors. So there are each have different a proprietary algorithm way. Have to pick one, right ? Not so. And not so you can. You can negotiate. Oh, yeah. I got a chorus thing just like the k p i s started you off area that’s. Two songs together. Ask for what you need and it doesn’t matter what how big the screening of doesn’t matter whether martin lundy or blackbaud or know it it is it is going to affect of the pricing, but asking the question it does not affect the pricing. So always asked the question of these air the things that are important to us. What would that mean for the price that you would offer on the model that you built that incorporates these things that are important to us. So find that out from a few different vendors when i was a good partner vendor is going to ask those questions of you the best ones will write they don’t know because they do try and have everybody tries to have an off the shelf product that’s going to be successful for the majority of users, but really the ones that are caring about donor-centric communication and really carrying about long term relationships with the non-profit that they partner with should be asking those questions because it is about building that custom model based on the weights and measures that are important to each of the organization and each individual program or department in the organization. Okay, in my experience, that’s it’s not surely aspirations on night. I’m an optimist. Yeah, there’s optimism and then there’s today i think you know that saying, you know, you know, but i just haven’t experienced it. I know i’m working planned e-giving fund-raising so i’m not, you know, i don’t have all the conversations with potential screening vendors, but i just have never heard this that you can negotiate. On tweaking tweaking of the yeah, i’ve never heard that i’ve always you know, i say whether it’s your own professional development like negotiating raises or what but if you don’t ask, you get everything is negotiable. Everything’s negotiable think lorts in london was negotiable. And speaking of an analyst there’s nothing that i like better than being told exactly what your goals are so that i can build something that it’s really going to be successful, right ? Yeah, that’s the battle them to anna and say, show me these numbers, right ? I come to and i say, i’m trying to figure out this about this co owners this i’m trying to figure out the answer to this question, and then she comes back to me with the metrics that solve for x better than actually just telling me ac okay, yeah, well, we still have ah, good number of minutes together left. What ? What else ? Maybe other questions that got asked or other things that came out of your that were in your session that we haven’t talked about yet ? What else is there ? Well, one question that i got wass what software solves this ? I’m paraphrasing, but basically it was what what do i buy that will make this ? Um but thiss kp i process ? Yeah, are there ? Are there tech solutions way ? Haven’t talked about that at all ? No, i don’t think everybody just wants that easy answer, right ? Nobody likes introspection, and there are tons and tons of software programs that can display your kp eyes, so if you’re looking for a data visualization, a solution that board a dashboard product there’s tons and tons of thumb out there and what i told this person was that if your issue is that you don’t have the staff, teo, learn new software and you don’t have the budget to buy something that isn’t going to solve all of your problems. Then don’t buy anything, put your kp ice and excel, but, um, in a word, doc, if you have and it really is the process and the conversations and having thie organization wide agreement that makes this powerful not you know all, i’ll create some great visualization for you, but i can create plenty of great visualizations using meaningless data. Some some some of this discussion reminds me of ah, strategic planning discussion still mean you’re getting organizational buy-in we’re all agreeing on common goals and the measures toward those goals. I mean, those goals inform the future direction of the of the organization. So there’s overlap between this and a strategic planning process. Yeah ? Oh, definitely. Yeah, and that was a big part of it. The draw. When ana came up with the session idea, i thought it would be she roped you in ? Well, no, i basically solicited her. But then she came up with the idea because ntcdinosaur like solo. So i mean, i don’t know, but i’m the one that speaks of these things all the time. And i was like, anna, your turn. But it was her idea. The session was great and i just fell in love with it because it’s not just about numbers, right and that’s what people think that’s always important question. Exactly agreement. It really is about the change. Even change management, strategic planning like all of you respect exactly. And that’s, i think is. So is it lost on a lot of people, especially at non-profits ? Where everybody’s wearing ? A lot of hats, everybody is doing multiple jobs and just trying to get the next thing done on the list that this really forces you. If you want to do a right to take a step back and think about how your day to day activities impact the mission, impact the strategic objectives and on go from there and i think that’s, i think that’s really refreshing for people to do just in general, whether you’re developing kp eyes or not, because it does make you think about why we do what we dio and people who work in non-profits as well as those who partner like us, who partner with them, we do this because we love right now work the outcomes of the mission that zit and we all get so tied up in the weeds of the day today that we forget about the mission and how amazing the organizations that we work with. Our and people have a very hard time because they’re wearing a million hats, hats, and they have way too much on their plate. They just need to get that next e mail out so that they have a very hard time. Deciding okay, today i’m going to stop and actually go through this k p i building process, but i would urged people to try it because, uh, wait, we have a couple minutes left, and i think we talked a lot about motivation. Hyre logistically, how do you take this on you ? We meet once a week, tio i mean, he’s, a big topic you can’t you can’t do this in a in a week now, but you meet once a week, over months or a couple days over every other. How did you do this ? Logistically, i would suggest tacking it onto the front of your annual budgeting process, so work back off from when you’re budgets are due to the board, and then when their due to your department lead and due to leadership, and then give yourself a minimum of a month, but ideally two months so it’s, like not unusual for to be a six month process from the time of the department objective and kp i development to the time that the budget is actually finalized and signed off on by the board. Okay, excellent, helpful and that forces you to revisit on at least. On an annual basis, right, because you’re reevaluating before that next expenditure budget is good into place annually now, okay, okay, yeah, we have, like a minute and a half left. I wantto make sure this fits just right. So where ? Who wants to leave ? Leave us with closing thoughts. You know what else to say ? Okay. I wish i had something easy. Tio. You’ve seen this working clients, right using transformation and clients in the process can work. Yeah, stamina. Devote your vote attention to it. And i have seen it make those data day tasks easier, because then you have fewer interruptions from other departments or from leadership trying to push you in a million different directions. Dahna. Okay, it’s. A really good point. That’s. A good place. Alright. Thank you. Thank you. Love are well done. Wonderful. Okay, thanks. They are on a road. Deputy director of analytics chapman, cubine and husi. And also brenholz vice president of digital at c c h. The interview is sponsored by network for good. Easy to use donorsearch and fund-raising software for non-profits. Thank you so much for being with tony martignetti non-profit radio coverage of eighteen ntc. We need to take a break. Wagner, cps. Do you need help with accounting or your nine ninety ? Are you thinking about a change of accountants in this ? Ah, next in the next cycle for yourself. Check out weinger cpas. Dot com. You start your due diligence there, of course. And then talk to them. The partner ? Yeah. Huge tomb. You know, he’s been on the show. He’s a good guy. I trust him weinger cpas dot com the place to start now. Time for tony steak too. Do i say thank you too often ? If i do, please let me know, but i’m saying it now. I am grateful that we have the support we have now over thirteen thousand listeners, whether you are listening, live podcast or affiliate thank you if you’re following along on twitter. If you’ve, uh you’re following what we call it on youtube is just following subscribing if you subscribed on youtube twitter, youtube i thank you facebook, facebook, facebook fans! It doesn’t mean much anymore. It seems to have very much faded into sort of triviality. I remember the days we used to say like us on facebook. Facebook dot com slash twenty monday now provoc radio those were the dark days, but i’m grateful that’s it. Thank you. However you’re with us. Thank you very much. It’s. My pleasure to welcome back amy sample ward. You know her for god’s sake, she’s, our social media contributor in the ceo of and ten the non-profit technology network where we just heard a segment from for the last conference her most recent co authored book is social change anytime everywhere about online multi-channel engagement she’s that amy sample war dot or ge and at amy rs ward welcome back, amy simple word hi. Thank you for having me back. It’s always a pleasure. I am. I’m always waiting for the day when i just stopped getting invitations. Yeah, it’ll happen that way too. I won’t officially tell you. I’ll just stop course. Just slowly stop scheduling me and i will know it. It’s over. Yeah, i won’t even be slow. It’ll be abrupt. It’ll just have the thing. And then six months later, you’ll think about well, hopefully is not that long. Couple months later think packed. Jeez, tony hasn’t been in touch with me for, well, that’s the way it’ll happen. Um, okay, so we’re talking about fund-raising fund-raising underage. What ? Yeah. What ? Uh, put this on your radar. Well, you know, i don’t think it’s necessarily new. I think it is. Has old as the world of fund-raising, you know, centuries and centuries old. But it has been something that here and in ten. As as staff, we’ve been talking about a lot, especially in the last two year political climate on dh it’s the way that i would define thunder aging is you can think of it a bit a bit like peer-to-peer where it’s individuals it’s not necessarily on organization or staff members, people out in the community fund-raising and it’s, the fund-raising that happens or the campaigns that happen in response to things in the news, you folks in a specific geographic community care that something is being proposed or moving forward ? That’s going tio threatened a way that they live their life or the way that the organizations they support are able to do their work, and in response to that kind of anger, that rage, they want to feel like they’re doing something, and it doesn’t feel like there’s really anything that’s in their power to do in-kind of that complex world we live in of policymakers and government officials and all the way down to us citizens. And so they start a fund raising campaign to benefit those organizations that they support that they see as the ones who are in a position to try and make a change or support people experiencing whatever situation is happening. So it’s really driven by individuals reacting to the news, you know, whatever that news, maybe not saying that this is something that only happens in one kind of view or political party, but as as a country, i think we see these examples of fund-raising jane becoming more and more visible, bigger impact on dh more, yeah, so not new, but certainly amped up under thinks the twenty sixteen election and since donald trump is president certainly amped up on really throughout the country, but, you know, i even has they say both sides because i’m trying to get away from us being a polarized nation, but across all across all political spectrums amped up yeah, okay, okay, yeah, you know, there’s a there’s, a there’s, a sense that, right ? You know, it it comes from a sense of sort of incapacity, you know ? Yeah, i think it really is that powerlessness that i think a lot of communities feel where, where the ability to make policy or protect existing policy or change processes doesn’t feel like something they are ever a part of, and yet they’re impacted by the results of those changes and that powerlessness, i think, is part of that rage, right ? How could this happen ? But also, how could this happen and not include me when i am a person that is a part of this, and so a kind of counterbalance that there’s this feeling of ? Well, if there’s on top of us, you know that all donate five players surely will be able to pull those funds, you know, into this organization or into this movement that can’t help that a lot of this i think, comes from or is is related to what you and i talked about in august over marketing, you know, if if there’s if there’s an over marketing problem in the non-profit community, if we’re constantly at eleven on a scale of zero to ten, then you know where, where were guilty of amping up the amping up the rhetoric, right on dh, the passions and the anger and the outrage for sure, and, you know, we don’t have to go down that path, but i think fund-raising when done successfully and by successfully to meet a part of that means in conjunction with an existing organisation and you know kind of ah request or past that makes sense for them to move forward with when that happens. It’s, because organizations are not over marketing, right ? They are very clear there, very consistent. They are providing information that helped synthesize the news, the changes, the policies, whatever it is and demonstrates really clearly that they are part of the fight or the solution or the alternative path. And that way it’s clear for supporters again. You know, these aren’t necessarily campaigns driven by the organization’s. These air campaigns driven by community members who just are so fed up they want to do something. And so when organizations can be very clear and communication be very consistent about the the things they respond to in the news or the issues that they are going to speak about, it positions community members to know oh, my gosh, i’m so upset. You know, i heard this thing on the news, but i know this organization i support, i trust them. I know exactly what they do. I know exactly how they’re part of a solution that i want to see. I feel comfortable and confident starting to fund raise for them because i know where they stand, i know what they do, and i’m able to even borrow that language, you know, for my facebook poster for my, you know, fund-raising page and in a home run by the organization, they’ve given me the tools and resources to help me create a campaign, you know ? So exactly we’ll get to that because, you know, you want to have ideally you want to have these things in place so that the community is empowered. Exactly, yeah, do you because you want to benefit from this, you know, if your community is upset, there’s there’s a potential benefit for you if you’re working in that space ? Exactly. Do you have a sense of what ? What helps make thes campaigns more successful ? O or not ? Yeah, i mean, i think that like anything there’s going to be those examples that are true out liars on dh, you know, feel like magical unicorn rainbow fundraisers that happened, and we’re not necessarily trying to replicate those, but the things that you can do is an organization beyond what we were just talking about being really clear and consistent on the issues that you talk about, that you respond to in the news demonstrating and communicated kating, how you address those things do all of that, but also i think if you think about this as a peer-to-peer campaign that you’re just not launching, you want to go through some of the same steps, you want to make sure that as an organization you can take donations electronically, that you, you know, have that kind of donation button set up on your website, but also that your, you know, maybe registered on various other peer-to-peer donation platforms so that if people wanted to create a campaign for you, you’re in the system and they can, you know, attach to your profile and have the funds go to u s o that’s one kind of administrative step to take and then on a planning communication side of things, you want to make sure that you’ve done again some of those same peer-to-peer best practices, you’ve got some tool kits that are really easy to find on your website, really easy to follow that say, if you’re going fund-raising for and then you know, whatever your organisation’s name is, here are the things that we know are successful here’s what ? Our logo file is that people aren’t just making a version of your logo that’s not right here’s, you know our mission statement here’s what we’re doing on these kind of top five issues, whatever you think may end up being the things that kind of rage people into fund-raising for you, so you already have sametz tab lish talking points out there, so put some of those tool kits together on dh. I also think that it’s important to keep in that you know it doesn’t have to be a pdf. It could be a page on your website that is, quote unquote the tool kit. It could be a google dog, it could be whatever, but make sure it’s up to date and you’re including things that are even even for people who want to want to fund rage but don’t want to create a whole page for you somewhere or don’t want it to be a long term thing, but they’re kind of really easy to copy paste messages that point back to your donation form so even if they don’t have the capacity or or maybe skills and knowledge to set up a fundraising page for you, they could copy paste that facebook comment that says, you know, i support and ten this is what they’re doing on this issue here’s the donate link so that you can even get those folks, or maybe it’s the lighter end of the spectrum. We gotta take a break tell us you’ve heard from charities that referred companies for credit card processing, and they’re getting the revenue each month you’ve heard from the companies using tello’s for their credit card processing now can use more revenue that long stream of passive revenue that comes from the fees that tello’s urns from the companies you refer. Start with the video at tony dot m a slash tony tello’s. Now, let’s, go back to amy sample ward. You ticked off a whole bunch of things there, andi, you didn’t have to go, but you were concise, you know, like you’re reading the outline for your next book for this chapter, fund-raising because, you know, i think that it’s important to keep in mind as like an idea about all of this is that this may be different from how organizations may think about other fund-raising campaign is that often really successful ? Fund-raising campaigns community led fund-raising campaigns the organization’s air in the background, but that doesn’t mean the organizations were not actively a part of that campaign being successful, so you don’t have to be the star because you’re going to be the start that’s all the talking points or about how you are going to do this change and that’s why people air are fund-raising you don’t need to be the voice that’s saying all of that so don’t feel like once somebody starts, you’re goingto kind of publicly jump on that and and you’re helping them by being really public about it. That’s actually, what you can do to help them is to be in the background reach out to them, send them an email if you know who they are, you know, send them a phone call and say, what do you need ? Do you need more messages ? We have staff to do that, you know, do you need images ? We can give you some images, help them and give them the fuel to make their campaign strong and don’t feel like you need to step out in front of it. I mean, you want to provide the infrastructure and an ongoing support, but but i think we actually counterproductive if you stepped in and started dahna messaging within their peer-to-peer campaigns, right o for sure we’re going the merciful st makes people feel like, do you even really care about this ? Are you just doing itcause ? This organization had you right ? I’m injecting, it loses that, yeah, you lose the first piela the pier is now the non-profit non-profit to the person’s peers who are not their peers, you know, it’s, it’s, it’s too long a string to abbreviate you can no longer abbreviated ptp. So exactly and i think what’s important to remember to is that the path you think might be most obvious or even easiest may not be the past for them and that’s ok, if they want to really focus on email because that’s who they are and they, you know, send lots of e mails every day and that’s where they know people will open their e mail and read it don’t tell them they need to be tweeting, you know, don’t tell them they need to post on facebook whatever channel somebody’s most comfortable with let them go through that channel. And say, you know, instead of giving you really easy to use tweets, we will write, you know, paragraph chunks for you to use that are compelling that have links to resource is whatever it is that’s going to help them in their outreach on dh you just have to be flexible tete that. Yeah, again, it’s you know, it’s it’s offering support. I mean, the first p knows where the second piece all right, where they hang out. You know, they know my friends. I know my peers put it in the pdp what’s a good word. I was structure, but lexicon samson in the lexicon, you know ? So i know where my penis will like these hangout, so don’t don’t tell me what i gotta do. Of course not. You’re interfering and yeah, yeah, no, i’m great. Yeah, but peace that’s interesting. And i would love to put you on the spot in here. Your thoughts to tony is is the way that these kinds of campaigns justice we’re talking about really centering the people who are fund-raising and not the organisation. How that means they are different in the way that you recognize those donors and supporters. The way that you recognize the work of that campaign on the way that you take credit for those funds, i think there’s a lot of nuance in that give in the way that these campaigns often start the reasoned that people give to them versus give teo you as an organization. Right ? I think it’s important to remember people are giving to that campaign to that rage and not necessarily to you as an organization, even though they are giving he was an organization, right ? So how does that, you know, maybe require, as an organization, you have different practices for the way you recognize and think those donors and those supporters that maybe you do when you run other campaigns yourself ? Yeah, i don’t take well to being asked questions on my own show on your own. Show it sze tony martignetti non-profit radio way. You just made my voice crack. I’m so upset. I know i would say you i would say you need to defer to the to the first p the person who ran the campaign for you, i guess first. Are they willing to share contact info toe let you directly. Thank the donors. To the campaign, maybe one. That all depends. Where did those donations go ? Over there, where the donations happening on a platform where, you know the contact information with saves captured, renamed not you know, i think there’s a lot of kind of technical russians in there too. Okay ? But even if i did capture it on my e-giving form online, i still would ask the the person that person’s permission because they know their peers better, you know, then, you know, how would you feel ? Would you mind if we, uh, could we thank them ? Wei have the info, but we’re not going to use it unless you, you know, let us say something or could re send a message from you to them and, you know, maybe the two of us, right, send a combined thank you message. Maybe our ceo signs it and you sign it, you know ? So what i want that’s a really great idea for for some instances, because you’re then maintaining the same relationship you had during the campaign where your job is an organization was to give them what they needed. And now you’re reinforcing their leadership in the community by saying we’re going toe thank you. And if you would like to, you can pass on our message of things to your, you know, to the donors, but you’re kind of still putting them in the position as the leader instead of the organization. Yeah, yeah, they’re they’re in the lead. I mean, there, there. Yes. It’s there it’s there community that they were fund-raising from so, um, yeah, you wantto elevate them ? Absolutely, uh, that’s, my son and i think it’s also important. I mean, when we think about this, any kind of fund-raising campaign as list building and what that means for future cultivation, whether more donations, bigger donations or other actions, you know, kind of other ladders of engagement. I think there are a lot of instances in fund-raising jean situations where the people who feel kind of fired-up and are supporting that effort are doing it in the way that’s not visible to the organization, at least from a like database perspective, you know, they’re not signing up on the organization’s website. They’re not donating to the organization through a donation form that the organization has access to, so they’re not coming on to the list, but these are people who are fired-up and finding ways against through those leaders who are kind of calling their community action, too continue giving them more news, continue giving them updates even after the maybe donation phase of it is over, but not lose contact with those people and continue to go back to them to say, hey, you know, we got a million dollars, which is not unheard of in some recent examples of fund-raising, you know, we got a million dollars in a week it’s been a month here, the eighteen long years that we’ve hired, we just wanted to let you know, you know, or here’s work that’s happening because of this so that they continue to be in a place where there almost spokespeople for for that action now, and they are saying, hey, i just got this word from the organization, this has been the impact of what we did, and, you know, they get to be the ones sharing that news because you don’t have a way to connect with other people, so at least make sure you don’t lose contact with those that you d’oh, we got to take a ah last break. Text to give, you’ll get more revenue because they make e-giving easy for your donors. If your donor’s consent a text, they could make a donation. We’re talking about that right now, it’s, part of your infrastructure, it’s simple, affordable, secure plus the ceo chadband oid very smart guy he spent set up a smart company um, it’s easy to get the info text npr for non-profit radio to four, four four nine nine nine npr to four, four, four, nine nine nine we’ve got several more minutes for fund-raising well, i’m very glad of within the sample ward would it was one thing i wanted to bring up is a question that has been brought up here at staff when we’re having conversations about this world of fund-raising jane and that is that you can’t anticipate when it’s gonna happen because of the news of the death everyday tension between, you know, you don’t really know what’s gonna happen in the world every day in advance. And what does that mean, given that it’s september right now, when people are probably have already done or at least starting to do now their end of year campaign planning ? So what ? Does it mean if you were, you know, done months of planning all this work ? You’ve launched your end of your campaign ? It’s ? You know, november, december, you’re running this end of your campaign. Something happens in the news. It’s that moment, you know, it’s okay, at least in my opinion, open tio what you may think, tony, but, you know, it’s okay to me, if that means your end of your campaign comes in way under goal and you stop tweeting about it because it may be more important to focus on this other angle where your community is fired-up in a different way, then continuing to almost compete with your community’s interests on, and i think that can be hard in the moment to say, oh, my gosh, we did all this work. We have all these goals and expectations are bored, you know, wants to do x y and z, and now we’re not gonna send this, you know, email out or something, but depending on, of course, you’re going to have to gauge what the community’s responses and all of that. But it may mean that you do let go of that end of your campaign. And that has to be okay. Maybe there’s a way to combine the two so that you know, so yeah. I mean, i definitely think it matters what the universe is, what the community is trying to campaign around. I think you could definitely, especially for your organization willing to do it. I have it in real time and make that end of your campaign talking points aligned with the communities, talking points, you know, if it’s not a huge departure from what you needed, what you needed to say anyway, that’s yeah, i agree. I mean, i would i would try toe message it so that you can you can take advantage of the the outrage. And and as you’re saying, you know, message it into your end of year, you know, it’s that it’s a tough one, because, i mean, i know a lot of listeners have small organizations with, like, one, two, three, staff people and, you know, end of year is like, you know, way may not make payroll if if we don’t do a certain amount in the in the fourth quarter or a lot, a lot of times, you know, like the month of december um, so it’s it’s hard, you know, you gotta yeah, i don’t think that you know, on the first tweet from a community member, you know, manage, stan, you’re not doing now, you’re doing it lightly, but i’m just, you know, i’m trying to balance the i’m trying to balance, you know, what’s not competing with your community, what your communities anger is and what they’re talking about. Versace, versace, you’re own your own messaging for the biggest campaign of your year. Um, i’m trying out for a lot of organizations that have a diverse fund-raising kind of palate with maybe online fund-raising and end of your fund-raising and major gift that it is just filters into maybe how you balance or prioritize amongst that grid, like maybe you say, okay, well, our online fund-raising focus will be supporting these community members who are tryingto lead some campaigns and, you know, are offline is just going to focus on our major donors, and they it might be an opportunity that they feel more compelled because now they see other people, you know, are coming coming to support the same organization that may be a lower financial level, but it still means something, so i think it’s really, about how it plays into the mix. Dahna yeah, yeah, i agree. I’m just considering the balance on a zai know how critical certain campaigns, whether it’s fourth quarter or not, you can be teo teo, people in to those organizations that are small, like i said, you know, one, two, three before employees, you know, i worry about making payroll and making, making rent payments that can that can keep you up at night, you know, you know, um, okay, we still got a couple minutes left. About two minutes or so left before we let you go. What else ? What else should we be talking about for two minutes ? Well, you know, i would be curious outside of on ly fund raging the ways that organizations are also using the news for, i don’t know howto turn raging into the end of other words, but, you know, these air really important moments for organizations for what we were talking about before, with this building and ad ad advil raging, i really committed to making raging part of the word, but, you know, finding ways where probably a little bit more on the fly, which is always hard for organizations, whether they’re bigger, small but finding ways to say, ok, this thing was said, here’s, how we feel about it, you know, do you stand with us something that doesn’t have to have any material outcome from it ? You’re now not, you know, producing an event or launching a program because you’ve said something but ways to get your community feeling like oppcoll they are with you, they know where you stand, you are getting that information back from them to be able to maybe segment your list really dynamically to say, wow, all of these people responded to this news item this day and, you know, these people didn’t that’s another wayto plan for cultivation later. So i think even if your community isn’t necessarily starting fund-raising campaigns for you or you’re not starting fund-raising campaigns in response to the news, you can still be using things that happen, whether they’re local or regional, are at a federal level, help you get more information about who your supporters are, what they care about, how they, how they came to sign up for you so that you can again better reach out to them. But think about your list before you start sending out fund-raising messages later. Yeah, it’s, not it’s, not all about fund-raising wait, we’re gonna leave it there and you say the word you’ll find her at amy rs ward and just follow her for god’s sake. You see all this wisdom ? Get it on twitter at amy or it’s war and also amy sample word dot org’s. Thank you so much, amy. Thanks, tony, my publisher. Next week, jean takagi returns with his take on donor advised funds if you missed any part. Of today’s show, i beseech you, find it on tony martignetti dot com, responsive by pursuing online tools for small and midsize non-profits, data driven and technology enabled. Tony dahna slash pursuant capital p when you see piela is guiding you beyond the numbers. Regular cps dot com by telus, credit card and payment processing, your passive revenue stream, tony dahna slash tony tello’s and by text to give mobile donations made easy text npr too for for for nine, nine, nine. Our creative producers claire meyerhoff. Sam liebowitz is the line producer. Shows social media is by susan chavez. Mark silverman is our web guy, and this music is by scott stein. You with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and degree. You’re listening to the talking, alternate network, waiting to get in. Nothing. Cubine hi, are you interested in blockchain technologies and cryptocurrencies ? Then tune in here on talk radio. Got n y c with me, david every friday, eleven a, m twelve p, m eastern time. As we answer your questions and interview, great guests live on internet radio on building the blockchain where you can catch the blockchain revolution. You’re listening to the talking alternative net. Are you stuck in a rut ? Negative thoughts, feelings and conversations got you down. Hi, i’m nor in something potentially ater tune in every tuesday at nine to ten p m eastern time and listen for new ideas on my show. Yawned potential. Live life your way on talk radio dot n y c hey, all you crazy listeners looking to boost your business ? Why not advertise on talking alternative with very reasonable rates ? Interested simply email at info at talking alternative dot com. Are you into comics, movies and pop culture at large ? What about music and tv ? Then you’re in for a treat. This is michael dulled, your host on talking alternative dot com. I’ve been professionally writing comic books, screenplays and music articles from fifteen years. Catch my show secrets of the sire at its new prime time slot. Wednesdays, eight p m eastern time, and get the inside scoop on the pop culture universe you love to talk about. For more info, go to secrets of the sire dot com. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Are you a conscious co creator ? Are you on a quest to raise your vibration and your consciousness ? Um, sam liebowitz, your conscious consultant, and on my show, that conscious consultant, our awakening humanity, we will touch upon all these topics and more. Listen, live at our new time on thursdays at twelve noon eastern time. That’s, the conscious consultant, our awakening humanity, thursday’s twelve, noon on talk radio dot. You’re listening to the talking alternative network. Duitz

Nonprofit Radio for October 5, 2018: The State Of Good 2018 & Your Brand Personality

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Mike Rusch: The State Of Good 2018
Pure Charity released this report and CEO Mike Rusch shares the results from their survey of mostly small- and mid-size nonprofits, plus his recommendations.

 

 

Farra Trompeter, Taylor Leake & Zhanna Veyts: Your Brand Personality
This is a long-term play, letting people understand who your nonprofit is, what you do, why you do it and what you stand for. Our panel has tips on identity, strength and consistency of your personality. They’re Farra Trompeter from Big Duck; Taylor Leake with Corporate Accountability; and Zhanna Veyts at HIAS. (Recorded at the 2018 Nonprofit Technology Conference)

 

 

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Board relations. Fundraising. Volunteer management. Prospect research. Legal compliance. Accounting. Finance. Investments. Donor relations. Public relations. Marketing. Technology. Social media.

Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host oh, i’m glad you’re with me. I’d be forced to endure the pain of ac andthe assis if you pickled me with the idea that you missed today’s show the state of good twenty eighteen pure charity released this report and ceo mike rush shares the results from their survey of mostly small and midsize non-profits plus his recommendations and your brand personality. This is a long term play letting people understand who your non-profit is what you do, why you do it and what you stand for. Our panel has tips on identity, strength and consistency of your personality there farrah trompeter from big duck taylor leak with corporate accountability and gina bates at highest that was recorded at the twenty eighteen non-profit technology conference where we were on tony’s steak too. Remembering mom responsive by pursuant full service fund-raising data driven and technology enabled tony dahna slash pursuant wagner, sepa is guiding you beyond the numbers wagner, cps dot com bye tell us turning credit card processing into your passive revenue stream. Tony dahna slash tony tell us and by text, to give mobile donations made easy text npr to. Four, four, four, nine nine nine. Pleased to welcome make-a-wish to the show. He’s, based in downtown bentonville, arkansas, and he is ceo at pure charity, a non profit dedicated to building world class technology solutions for non-profits individual fund-raising and community advocacy. He serves on the board of directors for help. One now mercy house, global canopy, northwest arkansas ninety nine balloons and others. He’s worked for nickelodeon, walt disney, hershey foods, and he served in the u s marine corps. He’s. Never far from a fly fishing river, you’ll find pure charity at pure charity dot com. Welcome to the show my crush, sonny, thanks for having me, it’s, a pleasure to be here. Thank you. Glad to have you pleasure on the signed as well, um what i’m interested in all these non-profit you’re on your own, a lot of different boards. Yeah, we’ve had the privilege over the past, oh five or six years of pure charity to interact with, just, you know, luckily, thousands of non-profits around the world before that, my heart and passion was about how do we make a difference in the world ? And so i had the opportunity and privilege to serve on some of those non-profit boards before we entered into the maturity space. And then since then, i’ve been able to kind of strategically serve in some areas where we think there’s some non-profits who are really leading innovation, who have the opportunity of really addressing the whole sector of needs of some of the world’s, most difficult problems, and so in trying to not only help in the fund-raising space, but also make sure that we are really students of the non-profit space and really in the weeds and in the dirt with non-profit partners have the privilege of being able to serve on the board of directors of some non-profits that i really feel provide some opportunities to continue to learn, but also to be able to share an implement some of the ideas that we see happening all over the non-profits space continuing your service from the from the marine corps dedicated to well and i think came too soon, not quite as rigorous is definitely think part of what we do is, you know, we’re in the technology space, and so a lot of our time spent behind a computer thinking about how people interact with technology, how do they interact with non-profits how did they see messaging on if we stay there that we’re gonna be disconnected from what we’re actually trying to occur polish and what we’re actually trying to accomplish didn’t see the lives of people improved, and so we we want to be not only involved in how that takes place on line, but we want to be personally involved, it keeps us grounded, keeps us connected and make sure that we’re always in a position of learning and listening. I’ve witnessed, and i’ve heard of some tense board meetings, i hope that your service in the marines was more rigorous than any of the board service. Yeah, definitely. So i think maybe maybe the marine corps was the perfect training to make sure that we could work, walk into the non-profit space on be effective. Yeah, right. Let’s, let’s keep things in perspective, please. You know, people, i remember i knew someone who, when anybody said, you know, i’m having a really bad day or they were really down or something. He i was in the army and was in vietnam. And he said a bad day is when the helicopter that rescues you crashes on the helicopter that rescued you from that crash is also that was that was his definition of a bad day to helicopter crashes, same day. Yeah, that’s, that is a bad day. And i think, you know, obviously we’re involved in working with non profit organisations all over the world, doing all kinds of work. And we also have the privilege of serving non-profits who are working to serve our veterans here in united states as well. And so for me, that’s a personal privilege, i think it’s in those places where we really we remember, like we as a country, we as a people, those that get to serve in the non-profit space. But we have the tremendous honor of tremendous privilege of being a part of something bigger than ourselves. And anyway, what we would like to consider this force of good that eyes really working its way around the world through just people like you and me who have a desire to not be content with the state of where we are today. But i want to see, you know, and that’s the name of our study, the state of good, we wantto state of good move forward. Well, let’s talk about the state it’s uh, it’s realistic, you know ? And i want to be realistic about it. Uh, but we’ll, you know, we’ll get to the we’ll get to the challenges, talk about your methodology. I was drawn to it because it’s mostly a survey of small and midsize non-profits but tell us how you did it, how many ? How many organizations were talking about how you chose them ? Sure, i think part of this is number one. We typically start with the non-profit partners that we’ve been able to work with on drily the focus on the pure charity side is working with non-profits who are what we would consider trying to solve some of the most difficult problems in the world. So when we started, we really the millennium development goals at that. Time and said, ok, these are the some of the most difficult problems that really the whole world is working to solve. And so we said, hey, if we could take our our expertise, if we can take our best practice sharing on and the tools that were creating two really apply those to those kinds of really serious situations in problems and issues that way felt like that was a good place to start, and so we lifted the state of good. We obviously started with all the non-profits that we’ve worked with before and really sending out these questions to them, we did later open that up, tio non-profits really within our network or those that are following on social media and then sought out some friends and partners to ask them to provide their feedback as well, too. So it really is a survey, i think we wanted to use it really as a listening device, teo really ask people what they’re thinking, what they’re feeling and really open ourselves up to kind of be moved from what we thought or move from where we think our traditional problems and challenges are to really listen to those. That are out in the world at the forefront of some of these problems. And how do they feel ? And i think that’s important to remember that a lot of people working in the non-profit space, how they feel and the things they’re doing, are going to project to the organizations that they’re serving. In-kind project into the people that they’re serving our community, that they’re serving. So we really felt like, really asking people, how do you feel ? What are you seeing ? What what’s the world that you’re seeing within your sphere of influence in your sphere of work, on trying to aggregate those opinions and thoughts and ideas to see honestly, what we would find ? How many non-profits were surveyed, total. Sure, we had the privilege of talking about over two hundred, non-profits participated in the survey, so we had within those two hundred non-profits people, from all levels of the organization, from the executive level toe development directors, to marketing directors of program coordinators. Way like we got a really good sampling of both non-profits doing a whole lot of different types of work, but also different people within the within the organization, and it really does weight towards small, i would say small, not even midsize, but certainly it’s, a two, least small and midsize, the number of donors who gave to your non-profit in twenty seventeen, that was a question. One, two, fifty was was thirty percent. Almost twenty nine percent and fifty two, five hundred was forty two percent. So when you put those two together, seventy two percent of your respondents had fewer than five hundred donors. So that’s, you know, that’s, our that’s, our audience here. Ah, in terms of total annual receipts for twenty, seventeen, just up to one hundred thousand was fifty percent of the survey, and a hundred thousand to a million was another thirty one percent. So there you got it, just like they got eighty percent a million dollars or less. Aunt stella, we definitely, i think, was in the network of people that we’ve been working with most of the non-profits are probably that we see anyway are anywhere from five to ten years old, they have usually annual donations of half a million to a million dollars so it’s typically where i think the types of organizations that we’ve been working with there’s just a lot of those organizations out there in the world, those are a lot of organizations working on on kind of the problem problems that we would consider a kind of a really detailed micro level, um, that we think are pretty typical of the non-profit space i know there’s a lot of big organizations doing a whole lot of very good work out there, but when we see new ideas, emerging new ways of thinking about innovation in the non-profit space knew programs being created way see a lot of obviously i think as well with i have a new generation of philanthropist, a new generation of innovators, new generation of people entering into the work force air into the non-profit space single, obviously a lot of new non-profits that air starting really tackling ? Problems in new ways or different ways. So we want to make sure we capture that, that ethos of what we feel like it’s, kind of the up and coming organisations and leaders who are who are really able tto look att problems may be in a very critical eye, and while they understand that traditionally problems have been dealt with this way, maybe their space and opportunity to deal with them and look at them in new ways as well. Yeah, we gotta take a break, mike. Pursuant they’re e book is fast non-profit growth stealing from the start ups, they take the secrets from the fastest growing startups and apply those methods and practices to your non-profit it’s free as you’re accustomed to all the pursuant resources are free. You will find it on the listener landing page. Tony dahna slash pursuant with a capital p for please and i guess for pursuing ilsen now back to the state of good. Twenty eighteen. Thank you, mike. All right, let’s, get into let’s. Get into some of the results. What ? What struck you ? Mostly. What was the most outstanding thing when when you pushed through this data that, uh that hit you ? Yeah, i think there’s a number of things, obviously, but when you look at, um, the nonprofit sector, i think there’s this overarching theme that sometimes the way i look at my non-profit is not the way that i look at the non-profit industry on that could be good or bad, and the things that i feel like i should be prioritizing for my non-profit are sometimes very different than the things that we feel like the non-profit industry should be prioritizing and and i think what that means is that to me, there’s, a little bit of a disconnect and maybe there’s this expectation of the nonprofit sector or this view of the nonprofit sector, how well informed that is sometimes khun b question, yeah, let’s talk about what you think that we would expect, yeah, what’d you learn from the survey, i think some of our biggest takeaways was really maybe some of the untapped potential that we see out out in the non-profit space, i think we all know that i think we all know that non-profits rather trying to solve problems that haven’t been solved yet. Andi, i think, unfortunately, sometimes there’s a very critical, very skeptical view point, sometimes within those that are in that in that space. When we look at the study, we found that one out of every three other respondents said that the non profit sector really wasn’t very healthy when you looked at the executive leaders within these non-profits they thought that even more and so we know this work is hard, we know this work is difficult, but way couldn’t let that set the tone for what we thought was really this untapped potential out in the world of doing good, so we need to step back a little bit and really make sure i think one of our biggest collapse non-profit since we talked to them is ok let’s, let’s withhold maybe some judgment around the non-profit space and industry, and maybe look at our own organization a little bit more critically and maybe not such a rose colored glasses sometimes, and so seeing that there’s untapped potential, you know how ? How can the it’s, the sometimes frustrated and struggling small, a midsize shop ? We’re going to talk about what challenges they saw very shortly, but, you know, how can they capitalized on that ? And grasped them that potential ? Yeah, i think well, we see back with them. Maybe some of the comments, especially that we received back, is that we have to remember that number one, the space that we’re working probably has some inherent challenges that are, you know, that are greater than most may think sometimes the work that we’re doing it’s not going to move the needle is as quickly as we thought, but that shouldn’t be discouraging, and it shouldn’t mean that the work we’re doing isn’t working, so it really takes those within leadership positions that non-profit organizations to continue to reinforce that what we, what we have ahead of us is greater than what was behind and that the challenges that we have in front of us are not insurmountable. We do have the ability, it may take a little bit longer. It may take a little bit more focus on the programs that we have in the programs were working in, but we really have to set the tone within our organizations and within our industry that that there is hope and that there is good being done in the world. We all know that, but sometimes i think those especially who have been in this industry for five to ten years, they have to take care of themselves, they’ve got to make sure that they’re keeping, you know, their their views and their ideas of what’s happening in the industry, you know, positive and hopeful and really, i think they could draw that from being within networks of other non-profit leaders and other people with same types of areas that they’re working, so i think somebody, you know, first of all how we feel with non-profit space sometimes that’s, maybe not always accurate, and we have to really make sure we check ourselves and not sometimes let the overarching hardness of what we’re doing start to impact our ability to see what that kind of new tomorrow could look like for the people we’re serving. I have a therapist used to say the way you field drives, how you act on dh, you know, if if you if you’re thinking regularly constantly about, you know, shortages and scarcity mentality that’s going toe that’s goingto drive your organizations, but if you’re in the leadership is going to drive your staff and your organisation toe act in certain ways and send certain messages that, you know are not are not optimistic, like, you know, like like you’re encouraging the way you the way you feel is going to drive the way you act. Dahna and you absolutely true and it’s, not that’s, not unique to the non-profit world, but i do think because the nature of the problems we’re trying to solve, we do have to have an awareness that way we do have to rise above in many ways and that even though it’s hard, what actually is the light at the end of the tunnel is that we do have an opportunity to make a really positive impact on someone’s life. I should give a disclaimer, too, that i fired that therapist. I never i never got that. I never got any value on her so very good, okay, you, uh, you report on challenges for non-profits and the you first you aggregate and then you have reported challenges for smaller non-profits and then for larger ones, the in the aggregate, almost sixty percent ofyou respondents said fund-raising lack of funding is a top challenge on then, about thirty three percent said exactly thirty three percent. Socio political environment on dh, then close to that thirty one percent lack of incentive for donors to give. So those were the ones with the aggregated ones. I wonder, i wonder, focused more on the the challenges for smaller non-profits vs versus larger, because i thought that the disparity between the two was interesting, and you certainly bring it out in the report. For the smaller non-profits, the top challenge is, in fact, fund-raising that’s sixty. Sixty four percent so close to two thirds think fund-raising and lack of, uh, lack of funding is a problem, you know. And again, that’s that’s that well, you don’t want that to turn into a scarcity mentality. You want to recognize it as real, but but not not, let your messaging. Drive. Drive. A sense of, i guess, have sense of discouragement. I think, you know, this was probably unfortunately the one thing in the study that kind of confirmed what we were thinking, and i think part of that we’re number one, we are in the fund-raising space, so most people, when they come to our doors, they are thinking about how do i get help ? Fund-raising so that’s not an uncommon question to us on dh it’s kind of one we have begun to anticipate, but when you put the survey out, um, i think it confirmed that, you know, sometimes this is a long term versus short term view of what we’re trying to get done. I think in our experience, we’ve we’ve kind of used this term that fund-raising is the symptom meaning that, yes, you may have fund-raising opportunities you may have lack of funding, but as you start to dig into why that maybe or or what you’re doing to solve that problem typically that’s not the root of the problem we’re trying to get done, and so it always causes us to kind of back up into hyre level questions around either leadership or around the division admission of the organization or in program execution. To understand how those kinds of things where the messaging about our non-profit actually affects our ability to fundraise, and so if those things are not done correctly, fund-raising is always going going to be a problem, and i think smaller non-profits will inherently feel this tension of being super competitive because they’re trying to break out a new idea into the world or they’re trying to understand their messaging or they feel like no one understands what they’re trying to get done, and so that manifests itself back within this offered this idea of lack of funding, and so i think, number one that’s confirming ofwhat we maybe had expected to hear, but number two, i think it’s also hopeful because it is an overcome oppcoll problem in many ways, andi, i think that also speaks toe wide, maybe with some larger non-profits you actually see some of these challenges start to kind of almost flip, if you will, because they’ve started to think through or maybe solved some of those problems. Yeah, i see in yeah, for larger organizations and that’s, those with five million dollars revenue annually or mohr fund-raising opportunities is it actually is flip it’s. Only one third, ranking mattias, as one of the top three challenges versus the two thirds. At the smaller words. Mike’s. A little more about what might actually be the cause. The disease, if you well, i mean, if fund-raising is the symptom, you mentioned some broad categories, like leadership. But when the clients you’re working with what ? What do you find ? To be a little more precise about what you find as the the root cause of that fund-raising symptom. Sure. And i think sometimes, um, broadly, i would say it usually comes back to how i’m able to communicate about the impact on the work that my organization is doing and typically and smaller organizations or younger organizations, typically those who are our founder lead there’s just so much information around passion, uh, that we feel like we can, and typically this is what gets a non-profit kind of puppet running out the doors, this idea of a very dynamic leader who has a lot of passion for our cause is right, and people will come alongside that leader because of that passion eventually, though, that has to translate into execution into programs that are actually, uh, appropriate and making a difference within this idea of what we would consider almost a continuum of care. So my organization is exist to solve this problem. This is how we solve this problem and then here’s the results of solving this problem, and unfortunately, i think within smaller non-profits they’re still working that out, and i think you could find yourself in a position where kind of the car gets in front of the horse where we think if we just had more money, i could be more effective in my programs, or i could i could get more people involved, or i could do whatever i’m trying t get done, and i think i have very rarely run into problems situations with non-profits where if they just had more money, all of their problems would go away. I think in many ways, just having more money can actually amplify their effectiveness, or sometimes unfortunately they’re ineffectiveness is, well, too. And so i think younger, smaller organizations where it may be run by a handful of people, unfortunately, sometimes there’s, not that critical eye to come in and say, we understand you’re passionate, we understand you care about these. We’re not calling any of those things in the question, but we do need to think critically about the programs and the way we’re serving people in the impact we’re having. First, how we message that to our donors, how we and this you know this as well, if not better, than i do, how even communicate to our donors how we thank them, who acknowledged how we invite them into our work. So that it’s not a financial transaction, this is a way of making a difference in the world ? Yes, we need financial resources to do that. But it’s not the only thing that we need to move our vision and mission forward. And so i think it comes down to leadership. I think it comes down to, you know, having permission to be critical of the work that we’re doing internally. Andi thinkit’s i think it’s okay to ask and invite other people to come in and speak into the work that we’re doing to make sure that we’re, uh, in the interest of serving the people and our communities the right way, the most effective way to alleviate whatever problem we’re trying to solve, we owe it to the people that we’re serving to do it the best way we can. And we shouldn’t be expected to have all the answers out of the gate. Yeah, yeah. I absolutely agree with you about the passion that gets thie organization started, but it takes ah, much savvy, your business sense to get to the next level and that’s a question i get so often how do we get to the next level ? Look so well said thankyou. So on. The on the top reporter challenges for larger if it’s again, you asked for what people named their top three, the one that got the most half said the socio political environment, and i felt like that they’re there. They were saying they’re having trouble standing out in a crowded and noisy environment where lots of people are signing more petitions, getting more calls to action, whatever they might be. Sabat and i, uh well before i say what i thought, my my sense of that what what the real trouble could be ? What what, what what did you take away from that half the half of the larger non-profits again, five million dollars in revenue annually, saying the social political environment is their biggest challenge ? Sure and this, you know, this was actually a question that we have non-profits ask us all the time like, hey, what’s happening in the daily news. To what extent does that affect the work that i’m doing ? Andi, i think we can all admit whichever side of the political spectrum you’re on the past few years have taken on a very different tone than we’ve had in years before, and i think that has an impact on how people think about philanthropy, about the causes they want to support, whether there will be international supported programs or domestically, you know, the most domestic programs. And so this was a big question, like, how worried are you in the changing how quickly our culture is changing, especially over the past few years ? Mike ? Mike it just to interrupt you for a sec ? Well, you have about a minute left. Unfortunately. So ok. Eso se concise, i think. Yeah, i think i think that was that was our biggest question. Like, do you really think this environment something maybe outside of your control is really impacting some of the challenge you’re having and pushing your mission forward ? Okay, andi, i i saw the problem there is, you know, your messaging. You need to be able to stand out. You need to make your make your case for why your organization is unique and on dh on dh deserves attention. Not just your support, but attention in this in this. What is ah ah, noisier environment. Mike tell people how they can get the full survey because we’re just scratching the surface. People need to read. The whole thing. How did you get it ? Yeah, absolutely. I would say if you want to follow along with conversation go, you can go down the full download the full report at state of good dot org’s, that state of good dot organ will give you all the information that we have. We try to summarise in a way that’s, kind of short and concise, but take a look at that and then shoot a certain questions way we’d love to engage with people to understand how you see these issues and maybe how they could be applied to your organization. Move that state of good forward. Can they send questions at state of good dot or ge ? Well, that’ll take you into ah paige, on the pure charity website where you’ll have the opportunity to send questions and, if you want or when you down that download that report, you’ll get an email from us and you can respond to that email of questions or thoughts or, well, happy to dig into it a lot more. Okay, we got to leave it there. Thank you very much, mike durney, thanks so much for your time. Appreciate my pleasure. Thank you, ceo and pure charity, which you’ll find a pure charity. Dot com. And, of course, the report is that state of good dot or ge. Now it is time for another break. When you’re cps, do you need help with accounting or your nine ninety ? Are you thinking about a change of accountants ? Maybe for next year, the next cycle, check out wagner. Cps dot com. Start your due diligence there. Then pick up the phone and talk to them. Partner yet huge tomb. You know he’s. Been on the show. He’s smart, he’s. A good guy. Hey, will explain whether they can help you at wagner. So get yourself started at wagner. Cps dot com now time for tony stick too. My mom died a year ago today and while the time she was declining all last summer and early fall seems like it was so long ago. The year that she’s been gone has really flown by. And while the loss still hurts and there are times that i miss her a lot. It’s no longer sad all the time. Sometimes now i confess think about her and i smile. And joe biden mentioned that in his eulogy to john mccain he was talking to the mccain family. He said that that time would come and it struck me. How right that he is that over time the memories bring a smile it’s not always tears that always sad anymore on dh. So i know that i have lots of more smiles to come as my memories of my mom remained vivid. I say a little more about this in my video at tony martignetti dot com now it’s time for your brand personality welcome to tony martignetti non-profit radio coverage of eighteen ntc you know what that is ? Two thousand eighteen non-profit technology conference. We’re coming to you from new orleans at the convention center. This interview is sponsored by network for good, easy to use dahna management and fund-raising software for non-profits. My guests are farrah trompeter taylor leak and gina bates para closest to me. Is vice president of big duck and she’s also chaired the board of non-profit technology network. Taylor leak is digital engagement director, corporate accountability. And john avi is director of digital strategy and engagement at highest. Welcome. You good to have you all seen my pleasure. Thank you. Thank you for taking time. I know because i know the bar is open. Has anyone bought a drink ? Not yet. We’re waiting for you to buy. A street you are going to hold your breath a long time going blue in the face. Your seminar topic is courageous or cautious establishing you’re non-profits brand personality tara, i don’t know how many different ways you can carve up brand personality. You and i have been talking about this for about six years. I think no video, i don’t know multiple times on non-profit radio and here in the studio. Why is the brand personality so damn important ? Well, the kinds of their brand personality is one of two parts of brand strategy. The other part is positioning, and at big duck we wrote a book many years ago. You’ve had sarah on the show. Sarah durham, our ceo wrote a book called brandraise ing and at the heart of brandraise ng we look att brand strategy of positioning and personality as really being the essential ingredients to guiding your brand identity and the experience of your brand, and we really believe personality especially, is a concept that is really easy to hone in on and then used to make decisions from big things like your brand to day to day decisions like what should i post on ? Facebook and how should i say it ? Ok, ok teller brand personality takes on things like that are kind of esoteric, like tone short, right and it’s just a little bit. It is a person i mean gets to tone and whether we’re humorous or or serious and things like that, right ? Right ? Absolutely. Yeah. And that we a corporate accountability a couple years ago started working with big duck teo do ah whole organizational identity campaign on one of the first things we did was take a look at what our personality waas. So we went through a process with our staff are bored remember some of the folks who are most engaged, teo really figure out sort of what was resonating, what wasn’t what work we were doing and how all that fit in on what we came up with was a personality with forwards and smart, optimistic, fierce and genuine. Wei used that sort of our north star guiding light for everything that we did after that which included coming up with a whole new name for the organisation. Omar okay, hold the website so it really was sort of the starting point for this really big long process. That has been really phenomenal and paid really nice dividends in the end. Softy. Softy. Soft optimistic what ? What else ? Smart, smart, smart, optimistic, genuine and fierce. So gf okay. Don’t make an acronym. Adam, come on. All right, jonah, down the end. What is your your rules are working with big duck at highest way works with what ? It took five years. Okay. What did you discover in this in the brand personality process ? Uh, well, we had to dio three sixty as well, and it was very intensive and quite long process. And what we learned was that our brand was scene very differently outside than the way that people saw it. Inside the organization. It was a one hundred thirty year old organization. And people thought of it as your grandmother’s highest, an organization that brought your grandparent’s over from the holocaust or brought soviet jews over in the early nineties late eighties, which it had on. And i was actually a refugee brought over by highest. But we were still around. And now we were working in twenty states across the country, in ten countries across the globe in washington, doing fierce advocacy and we wanted to communicate that. And so we couldn’t be the hebrew immigrant society of organisation that sounds like at least two of those words are outdated. Instead, we became highest. We got a tagline. Welcome the stranger. Protect the refugee so that it would be in lock up and always tell people that highest was the jewish refugee protection agency on. And we got some brand personality words. Okay, so, there’s, a lot of introspection. Oh, yeah. You had to admit that people thought you were dead. You had to hear people thought you were either dead or relevant. I mean, that’s hard to hear. I mean, not that i would be difficult for me, but you. I mean, you ask hard questions, you have to be willing to hear the answers power on my right ? Yeah. I don’t think there was ever worry that highest was dead. I think it was just more like there was a guy group of people who understood its work based in the past. And there was a fear, i think to a two point if we talk about what we’re doing now, we might lose some of those people who only knew. Us in a certain way, men, often with brandon projects not just with highest with almost every non-profit organisation we work with theirs, as we think about shifting our identity, how do we make new friends and keep the old ana and right when we’re taking this really hard look at ourselves and we’re trying, teo, you know, whatever, trying to remake an organization, and we’re just trying to bring out who you really are now and tap into the best of who you are and make sure your communications actually reflect that. Ok, ok, so now, okay, so you’re you both have worked with big duck, but i don’t want to ask all the questions of sarah the exit now so let’s see your experts as well, okay, i so one of you identifying where you stand now like what your personality is now, how do you how do you do that process ? How do you start that process ? Go ahead, tell him. So. We started a couple years back and really you’re just saying it really started with introspection. It really started with sitting down figuring out exactly who we were, what work we did. And then what ? Other folks who are closest to us thought so how do you how do you gauge that ? How do you find that out ? We did a lot of interviews with staff and board members as well as some of our closest philanthropic partners on, and then we did sort of a broader survey of a few more of our members. I came up with you, no word clouds and data points, and andrea lee crunched through just sort of what folks thought of us, and one of a few of the things that we found was that folks really resonated with our mission, which is to challenge corporate abuse challenge lifesaving corporate abuse, but they didn’t necessarily know who we were. One of the reasons was that we had developed a whole bunch of campaigns and people knew our campaign, so they knew then you kick big tobacco out and they knew take back the top. They knew of these campaigns that we were doing, but they didn’t know that we were the ones doing and then, you know, we had also transitioned from organization started in the seventies with the nestle boycott around infant formula, so we started is this really scrappy, that grassroots organized organization that, you know, it’s, just a couple folks taking on this giant corporation on dh. Then when we took on more campaigns, we transitioned into corporate accountability international, we were doing a lot of work with the u n so we had put out sort of a different view of us being sort of stuffy policy wonks who are at the u n and, you know, taking on really important decisions with ambassadors eso a lot of the work we have to do is both to say, you know, how do we marry those two things ? Because they’re both true on how do we reflect that in what we look like to the world, which was not the case before we went through this process ? Now, jonah, you as you’re going through this process, they’re going to be people who are reluctant two abandoned, whatever he ruin migrants aid society, even though farah saying, you know, you, you don’t want to lose the past a cz you embrace the future, but there are still people that are not going to go along with hyre it’s, the hebrew immigrant aid society or it’s ? Nothing. Wait, just let those people go are what we do to try to bring them along, and some people will never but what are we doing ? Try anyway, it’s an interesting question to ask, but we’ve been at it for five years since the rebrand and luckily and unluckily, a lot of things have happened in the world to really help us do that. We’re in the midst of the largest refugee crisis the world has ever seen, and as a jewish organising agent rooted in jewish history and values where the jewish refugee experiences really central, um, i wouldn’t say that we lost that many people, but, boy, did we gain a lot, uh, it’s an experience that it’s a crisis that is in the news every single day these days when when i started out, i’m not going to lie on a content side. It was talking about the syrian refugee crisis, global refugees there, sixty five million people displaced around the world, twenty two plus million of them are refugees and uh yes, over five million are syrian refugees, but we’re talking about we’re talking about the whole entire world, world on and we’re talking about refugees. In this country and what’s happening in the administration and what the administration is doing to turn off refugee admissions to this country on dso, the jewish community has been empowered and mobilized. Teo advocate for refugees too stand with highest in a really powerful and profound way to say that this is not what our country’s about. This is not what our people are about. This is not what we want to be, and highest has been able teo brand personality words are agile, fearless, intelligent. It was just the right fit. You only got three words. It was in the top three corporate account e-giving got four. You got screwed. Now they have five or six actually she’s just talking about the top three. I don’t want to clarify something earlier you were asking about, like what’s your brand personality. Now ideally, you don’t change your brand personality, right ? That you might you should every year do what we call a brand check up our brand audit and you should just say okay here’s, our positioning and personality here’s how we’ve been communicating, here’s, what’s happening in the world or our world does this all still feel relevant ? But your brand personality and your brand positioning, which are internal tools, are meant to guide the organization for several years. You don’t change it every year. You might accentuate certain treats in some places more than others, but you’re not re changing your brand personality every year. Yeah, no. Okay, okay got to take a break tell us you’ve heard from the charities that referred companies for credit card processing, and they’re getting that revenue each month you’ve heard from the companies who are using tello’s for credit card processing can use more revenue. I know you can start with the video at tony dahna slash tony tell us now back to our panel from auntie si how do you assess these things like tone and attitude, which are which are part of personality humor or not ? How do you ? Yeah, i don’t know you’re shaking your head, so i hope you understand like i can’t i can’t articulated any further. How do you assess these things ? He’s, amorphous personality attributes so how do you first define what they should be ? Or how do you assess if you’re actually expressing them ? No, you have a lot of if they’re actually expressing what we’re reaching, where you want to be. I mean, i think i’d be curious to hear from john and taylor on this too. I think it’s hard, because a lot of this is very subjective. Yeah, right. So i might you know what i think is funny or witty ? Like i might think something’s witty and you find it insulting or you find that hysterical, like we all have different interpretations. What does it mean to be fierce ? What does it mean to be lifesaving ? There are different ways we might express these ideas. So i mean, often it’s a matter of asking for a few people their opinion does this feel this way on and also just asking the people you’re trying to engage ? How do you see us ? But the most important is that donor that activists that volunteer, that audience member were trying to engage with our communications because at the end of the day, communications and your brand, this part of that is about building relationships and making connections. Personality is making easy for maybe needs see myself in you, but if you don’t see it, then something’s wrong. So even talking to the people you’re trying to reach and ask them how they describe your, how you make them feel that’s the best way to assess it short of that talking teo your coworkers and say, does this feel extra ? Why and getting their feedback ? But i’m curious how you guys sort of think about using the brand personality and dated a ways and how you assess if you’re living up to that. Welcome to farrah trompeter way you’re putting my profits with you if that’s what you’re asking now, go ahead, of course, sorry, don’t be sorry, you know, i think what fair said about it being something that is sort of already part of who you are really resonate, so i think we use it as sort of a guide, right ? So we have those words in mind when we’re drafting content when we’re posting on social media on dh, you know, oftentimes it will it will be that we’re emphasizing one over the other, you know ? You can’t be all four of those things that at all times, but i think you know, for me, it’s really a thing to keep in mind as you’re working on everything you put out day today a cz, you know, a reflection of what we do, but i think to me it feels like those just are sort of intrinsic to the organizing we do. That is sort of why the organization hired all of us because we as individuals who work there represent that, and the work that comes out of us represents that too. So it’s, it’s hard to really assess because it feels just like it’s, part of who we are and that’s, what we’re doing is sort of representing that in the world in the best possible way we can. Do you have a concern that as staff turnover in the organization, that the learning is that you have one convey one could be over ? I don’t think so. I mean, i think we have some really incredible staff who’ve been there for a long time, and we have some really strong sort of internal process cities that keep things pretty pretty consistent. Okay, let’s, talk about this. Get that to the list of discussion in the process because, i mean, there is a fair amount of turnover, okay ? Horsepower said you do an annual check up, so that is goingto reinforce for people who weren’t there in the past, but we’ll talk about some process. Dahna did you want to respond to what there was talking about ? Sure so i think i could talk about it in two parts on the one hand, um, i think that our personality as a brand be seeped into our personality as an organization, i’m not sure, um, if that was truly intentional, but it was but an entirely necessary, uh, and by that i mean, now we are in the process of suing the u s government, our biggest funder for posing such a threat, teo refugee resettlement, which we which is at the core of what we do. And at the core of what this country really stands for that that’s a lot more than brand colors or guidelines or a tagline that’s about being lifesaving at the core. S o i don’t think that, uh, that that’s the kind of thing that requires, you know, an annual refresh that’s just who we are on and then the other piece is about how you make people feel, and i think that because he is a huge part of what ? We do and community engagement in our work, it’s a huge part of what we do, and so we give people a lot of different ways to take action, and we try to be very responsive to events and report those events to our supporters so that they can take action and that includes situation in this country as well as internet national issues affecting refugees. And so weii, we empower our supporters too, be a reflection of our brand personality as well, and i think that that creates a really strong connection. You work in digital engagement strategy. Back-up how do you ensure that mother teams in the air in highest feel the same ? I mean, communicate in the same way if their outward facing, even if they’re not outward facing, but even if they’re strictly an internal team department, how do you convey this personality outside your your team, your engagement team ? Or how do you make sure that they feel what you feel, but maybe it’s, not your thing ? It may not be your responsibility to do that, but how do out of out of the organization ? I mean ways, please large and small is all a lot of it is personal connections with our community engagement team who are the people that are out in synagogues and at other conferences and in the jewish community, engaging people in our mission. So being in close communications with them and help working on the campaigns that we do together with communications with development teo, to display our brand properly in an outward facing way. Um, internal communications way have an internet where we talk with the program’s people and share our brand guidelines, and any time i see a programs person talking to our partners and sending out materials that are not on brand because they might be new and i haven’t had a chance to meet them, uh, and they need to be looped into you know what our communications do, one should look like, you know, then then we have conversations i’ve travelled to our offices too give lynton learns on our branding and to our field office this’s with communicated with our global directors to make sure that globally our brand is well represented, which is by no means tricky, but you just it just requires jutze buy-in nothing’s easy again, it is it’s an ongoing process and yes, there’s, you know, turn over and volunteers and new people to educate all the time. I think that when the personality is so closely aligned with the mission, the people that are joining the team, wherever they may be, i already sort of half indoctrinated and it’s just a matter of, you know, giving them some templates and some tools and opening up the lines of communication. Yeah, very well said, because we do have to make sure that this pervades the entire organization and even even internal i had mentioned not only for the outward facing teams. Yeah, i mean, some organizations use brand personality, and they’re hiring, right ? So we want to be seen as a b and c we need to make sure that everyone who works for us is naturally that way. Both john and taylor have spoken about how making the switch to train everyone in the brand personality actually wasn’t that hard because what we did in the process is figure out who they were and, in essence, fine there’s. Lots of things, lots of adjectives, ways we might describe people, what we want to do is hone in on those three to six that we want to amplify, right ? That we really want to be most known for ? We want most resonate, but they’re who we are, so we’re turning up on the volume of something we already have so organizations can use that in hiring and even shaping conversations. Yes, every single person, you know, if an organization wants to be seen as friendly, if i call them on the phone and the person who answers the phone sounds pissed off or drops me on the line, or it takes twenty minutes with someone live, answers the phone and they were going to be seen us open and accessible. If it takes me twenty minutes to get a person on the phone, you never want to go for a brand personnel city that, in essence, will never be who you are. And every single person who represents the organization and that includes inside needs to understand what it iss okay ? Yeah, your point is you’re just you’re emphasizing what already exists. Exactly you’re you’re bringing it to the top and prioritising right ? Prioritizing us a good warning, people probably already feel, but right not articulated. We’re making explosion. Let’s, be intentional and start trying to do that more and everything that we’re doing. Okay, okay, time for our last break text to give you’ll get more revenue because text to give makes e-giving easy for your donors. If they can send a text, they could make a donation. It’s simple, affordable, secure, plus the ceo chadband oid is a smart guy. He set up a really smart company text npr to four, four, four, nine nine nine for info. Here’s the wrap up of your brand personality. Okay, perfect. So let’s talk about some of these internal processes that could be valuable, teo making this pervade and be and be consistent across all our teams, et cetera. So i mean some things we recommend our makeup part of orientation, so every time a new staff person, you know comes in someone like dahna, trains them and goes through the brand guide explains the brand strategy shows how we use it, just make that part of a standard thing as on any other on boarding have regular presentations that staff meeting, depending on an organization. Some organizations have staff meetings once a week, some have them once a year. What and whatever form at the staff is getting together, or they might use slack or hip chatter, stride whatever it may be. You know, these tools were organizations are communicating already take those ongoing moments and figure out where to plug communications, including the brand into that, and not just saying this is our brand personality but saying this is our brand personality. We were debating two covers for annual report, which one you think looks more like acts or more like why and getting people to understand how they use their brand personality in real time railways. Okay, excellent. Anybody else have examples of what you do internally ? Tell her i think one of the biggest parts of our organizational identity campaign was coming out of it. We not only had a new name, but a new website. So that’s just one thing off the bat where that sort of our most public facing piece on dh we worked really hard to make sure that our new website represented our brand and are brand personality on then we have had for a long time a style guide, so it guides what words we use in communications. Make sure. We’re being inclusive and not using violent language, things like that, and then we also developed a brandon guide. So it’s, a written document that explains what, when our personality is what our positioning is on, then how to use that and, you know, also has things like colors and those sorts of things that just make it morgan, make it able to be consistent for everybody, who’s using it. Johnny, you talked a lot about what you do. Anything more you want to add about what you’re doing it at highest. You gave us. The whole time you’re you’re you’re you’re drop by this time up, we have still have, like, another three minutes or so left. Implementing one of the things you mentioned in your session description, implementing your personality throughout your communications. I mean, i don’t know, it really pervades a lot of what we already talked about anything more you want to make you anything you want explicit about about the communications i mean, i would just say, don’t just think about the big, so your website is hugely important. Your facebook page, your annual report, your newsletter all of these things that we immediately think of us communication tools are very important to represent us, but don’t discount the things like the person who answers the phone or answers the email or the conference here at you know, and you meet taylor, who works for corporate accountability. You have a great experience with taylor, of course, and taylor represents certain feelings you’re going to cement in your brain and help see corporate accountability. That way, you need to realize that your brand is emphasized across every single touchpoint i know points kind of charge anywhere and throughout every person, every interaction, every person, you know, even if you don’t represent the organization on social media, it says you work there people think about you that way. So your staff and your board are extensions of your brand as well as every single person your donors, you’re volunteers, the more they understand what you’re about and are trained as well as like, you know, you talk about how to represent you there better. You are actually being seen that way. You hope to be seen volunteers interesting once. And they you guys did some volunteer train, organizational ambassador work that might be interesting to talk about. Yeah, the sort of most immediate adoration is right after the trump election. We started the corporate accountability action league s so this is a group of really dedicated volunteers who just raise their hand and said this is unacceptable that the president is now a person who is cementing corporate power at the federal level on dh. I need to do something about that, eh ? So we now have a network of a couple thousand folks who are really engaged with our work, do some really high level organizing around very specific issues that we sort of point them towards and let them them go and make some impact. Um and yeah, i think you know it. Was self selecting at first, but then we’ve done a lot of work around sort of i’m developing organizing guides that, you know, gives them the templates of howto run a campaign with tools to empower them exactly take it within within certain constraints. Yeah, exactly where they want to go. Yep. And then we’d done some digital work around webinars to sort of give them all of the fact that they need around an issue and explain why it’s important and set them on the on the path to organizing around it. We’re gonna leave it there. All right ? All right. They are farrah trompeter, vice president of big duck and chair of the inten board. Terribly digital engagement director att at corporate accountability and jonah, director of digital strategy and engagement hyre thank you very much. Thank you. Thank you, tony. You’re very welcome. This interview sponsored by network for good, easy to use donor-centric software for non-profits and thank you for being with tony martignetti non-profit radio coverage of eighteen ntc next week. Amy sample ward returns with fund-raising jing. 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 pursuing capital. P well, you see, piela is guiding you beyond the numbers. Wagner, cps, dot com bye tello’s, credit card payment processing your passive revenue stream. Tony dahna, slash tony tell us and by text to give mobile donations made easy text npr, to four, four, four, nine, nine, nine a. Creative producers. Clam meyerhoff. Sam liebowitz is the line producer. Shows social media is by susan chavez. Mark silverman is our web guy, and this music is by scott stein of brooklyn, new york. 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 ? You’re listening to the talking alternative network, waiting to get a drink. Nothing. You could. Hi, are you interested in blockchain technologies and crypto currencies ? Then tune in here on talk radio. Got n y c with me, david every friday, eleven a, m twelve p, m eastern time. As we answer your questions and interview, great guests live on internet radio on building the blockchain where you can catch the blockchain revolution. Duitz you’re listening to the talking alternative now, are you stuck in a rut ? Negative thoughts, feelings and conversations got you down ? Hi, i’m nor in sumpter, potentially ater tune in every tuesday at nine to ten p m eastern time and listen for new ideas on my show. Yawned potential. Live life your way on talk radio dot n y c hey, all you crazy listeners looking to boost your business ? Why not advertise on talking alternative with very reasonable rates ? Interested simply email at info at talking alternative dot com. Are you into comics, movies and pop culture at large ? What about music and tv, then you’re in for a treat. This is michael dole. Check your host on talking alternative dot com. I’ve been professionally writing comic books, screenplays and music articles from fifteen years. Catch my show secrets of the sire at its new prime time slot. Wednesdays, eight p m eastern time, and get the inside scoop on the pop culture universe you love to talk about. For more info, go to secrets of the sire dot com dahna. You’re listening to talking alt-right network at www. Dot talking alternative dot com, now broadcasting twenty four hours a day. Are you a conscious co creator ? Are you on a quest to raise your vibration and your consciousness ? Um, sam liebowitz, your conscious consultant, and on my show, that conscious consultant, our awakening humanity, we will touch upon all these topics and more. Listen, live at our new time on thursdays at twelve noon eastern time. That’s, the conscious consultant, our awakening humanity, thursday’s twelve, noon on talk radio dot. You’re listening to the talking alternative network. Yeah. Napor.

Nonprofit Radio for August 31, 2018: Stay Out of Email Jail & Real Estate In Prospect Research

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Amy Braiterman & Dan Clasgens: Stay Out of Email Jail
And avoid deliverability death traps. Segment. Re-engage. Analyze. What’s a pristine? Our Nonprofit Technology Conference panel breaks it all down. They are Amy Braiterman from CDR Fundraising Group and Dan Clasgens with DAV, Disabled American Veterans.

 

 

 

 

 

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Buy-in 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 effects of cola sister gas draws to me if you gold me with the idea that you missed today’s show, stay out of e mail jail and avoid deliver ability traps, segment reengage analyze what the heck is a pristine our non-profit technology conference panel breaks it all down. They are amy braverman from cdr fund-raising group and dan class skins with dv disabled american veterans real estate in prospect research. Maria simple is our prospect research contributor, and the prospect finder she returns with resource is tips and strategies for reactive and proactive real estate research. I’m tony steak, too, the late summer finger wag responsive by pursuing full service fund-raising data driven and technology enabled tony dahna slash pursuing capital p wagner, cps guiding you beyond the numbers regular cps dot com by tell us turning credit card processing into your passive revenue stream, tony dahna em a slash tony tell us and by text to give mobile donations made easy text npr to four, four, four. Nine nine nine here is stay out of e mail jail from welcome to tony martignetti non-profit radio coverage of eighteen ntc non-profit technology conference coming to you from the convention center in new orleans. Sponsored, of course, by hosted by non-profit technology network and ten this interview, like all our eighteen ntcdinosaur views, is sponsored by network for good, easy to use dahna management and fund-raising software for non-profits my guests are amy braverman she’s, associate director of digital media at cdr fund-raising group, and dan class ken’s, digital marketing strategist for dvd disabled american veterans. Amy dan, welcome hi! Thanks for having us. Thank you for having this time. Have you not brought radio? My pleasure. Your workshop topic is stay out of email, jail and avoid deliver ability. Death traps. Yes, that’s. Very good. And we now i covered this probably two or three years ago. And i learned that there’s such a thing as a une e mail deliver ability specialist that’s a title. People people study this stuff. You have to study this stuff to stay on topic. Okay. It’s a full time job. Really? Amy let’s, stay with you. Why? Why? Hyre what kinds? Of problems that we having generally, we got plenty of time together going to detail. Okay, start us off, general. Generally, i think our biggest problem is that there’s a lack of control there three main factors that kind of go into email deliver ability, and that is the email platform that you’re using you yourself, the non-profit and your best practices hyre how you’re sending e mails and then lastly, the mailbox providers, gmail, hotmail, yahoo outlook they all have different rules for how you get your emails in their inbox is how you reach your supporters and because of those three factors and the complexities that they all have it’s really tough. Teo, just stay on top of everything makes it a full time ok? It sounds a bit of a morass. Damn morass. Yes. Oh, i mean, absolutely. It’s changed your q. I think your radio probono hyre on dan. I missed the count. Well, i think what we’re finding honestly is people you want to engage with people that want to get they want you to engage with them, and i mean, we as marketers way are not really big fans of having to keep up. With these rules, but as a consumer, tony, i mean, you only really want to get the information that you’re interested in, and from that standpoint, i think google and yahoo and i mean they’re their jobs not to serve us it’s, to serve the consumer, and i think they’re doing a good job of it, okay? So they have the interest of their customers, principally, right? And not you other people are serving you, but not the email providers. Yes, i think i think the biggest challenge is it’s just it’s such a huge change of mindset, of going into it because, you know, in the in the world where i live in a stable american veterans, i mean, we’ve been one of the very large direct mail operator for a long time, and i mean, buying less ranting list, i’m as part of the direct mail business, and there you just take every address and amy and get you send a mail, right? It doesn’t work that way in the inbox anymore and it’s causing us to really change the way we think about how we do email folks and i think it’s also because it usedto work. Like that, i mean, email best practices years ago where send your e mails to everybody, everybody and anybody, we don’t care who you are. We don’t actually really care if you’re that interested in us or what you are interested in. And because of the fact that our in boxes are generates so much information. So many e mails? Well, yeah, i mean, it was even three years ago. I remember before i join cdr doing an email audit where that was the organization’s practice, and i was trying to explain to them, hey, we can’t keep doing this because you’re going to get these five percent open rates are going to ruin your center reputation, and they’re like center what? Like, you know, two years ago, i’m sure there was folks in our session today who are, like, we’re still sending to anybody we know about this segment thing, and we know why we should do it, but weren’t we have to it’s a total is dance, i’d like change your mindset of going from we want to reach everybody, and we need max impressions, too. We need to make sure that we are maintaining our reputation and how we’re interacting with our supporters, okay, this center reputation it’s a pretty simple phrase to understand, but it’s it’s it’s what? The platforms, the email platforms are these have judging the fight. They each have their own score that’s what makes it tricky? They don’t all play by the same rules. Yeah. It’s a morass, right? Yeah. I mean, extended reputation. We’re saying in our session today is basically like, your credit score is already done. Yeah, where you going? Outside or on the downside? We’re coming on the booze. You’re the khumbu. What? You even show happy hours here, right after this and the wind, the open bar non-cash bars only about twenty five feet away. Also we figured, hey, why not reach more people and tell them about all of our trials and tribulations and successes and maybe not such here’s the thing email, i mean, whether you’re a large non-profit like myself, a disabled american veterans or you’re the smallest non-profit in this room, this challenges facing all of youse gotta send her reputation. You know what? It or not? You’ve got one. You’ve got one, okay? And it may be good or maybe bad and it’s the same like analogies of your credit score. If you go to buy a car, you can buy a car with a bad credit score. There’s going to be huge interest rate, you can still send emails with the bats under reputation. You just might not be actually getting to the people. What are some of the factors that go into the centre reputation, dan? Well, i mean, i definitely understand it varies across email platforms. Yes, so i mean, how much people engagement your emails? Are they opening your e mails? Are they clicking on things who you’re sending it to? We’ve spent a lot of time our session today talking about spam traps and, you know, the providers out their pristine spam mail traps, for instance, or one where they actually put thes fake e mails out there. And if you’re not practicing best practices, buying list and doing these other types of activities where these e mails are on there and you’re going to them that’s a trigger that you’re not following these best practice. So there’s these traps out there, it’s like a land mine, and we’re just walking through there drops spam traps, there’s all kinds of so they’re seating bogus addresses on tow until lists that it shouldn’t be buying. Yes, okay. And you maybe what? What? What traps way covered four of them today. The four main ones we did the pristine. The next one is the recycled spam trap. And this is something that so pristine. The big difference is a human never had that they’re created tio by the email industry to make sure you as an e mails under r following good practices a pristine a pristine, pristine, pristine like a pristine beautiful beach with your note. But it’s not very beautiful. Now, it’s not okay, what’s a pristine okay, so the first teen is they’re created by non humans to monitor your email practices to make sure that email centres like devi or any non-profit or any for-profit consumer product is sending emails responsibly. How does it do that? How does it work? I have no clue because i am not that technical, but you can google and find out a little bit of i mean, look into pristine there other type of perhaps we talked about were like way too so for typos like you misspell it. Like instead of gmail g mall, yahoo without the one of the o’s or something that gets onto your list fake address. You don’t really want to give someone your address, but you need to complete the form. So if you’re sending to a lot of these like where the email addresses misspelled, they’re the domain is misspelled. That’s ah, that goes into this. Yeah, it’s not as much of a factor of some of their you know their heads. Different variants is teo, but they all play into it. It’s, time for a break pursuant. Their latest paper is pursuing e-giving outlook. You’ve heard me talk about it. They took the latest fund-raising reports. They boiled it all down. It’s ah it’s ah it’s! The thie essentials that you need from all the fund-raising reports that have come out recently all in one concise content paper plus there’s a video archive. Go to tony dahna em. A slash pursuing remember the capital p for please now, back to stay out of email. Jail. Okay. And then what was the fourth one? The fourth one is a role account. It’s a little bit more difficult to explain. But it’s it’s kind of in that same vein of, like, it’s? Not really you it’s something else that was added on there, and then the recycled, which we touched on for a second. But that is an email address that used to exist by a real human being and then is no longer in use. And after a period of time, the email provider the mailbox provider has said, this is not tru e mail address anymore. Okay, so they wait all these things together. They put them through their mash, and they decide on your center reputation. Yes, and it’s like a scale from one to one hundred. Anything above eighty is great. Seventy to eighty is saying you’re doing well, but you have room for improvement below seventy says, wow, you really need to fix your practices and that’s where it could impact you deliver ability. So so you’re saying the email providers will just not deliver your messages? Yeah, they just go off sometimes in the la la land buy-in we’ll sail on the whole the whole campaign with this one whole send all of it tonight could do that or it’s going to vary again. It’s going varies. Based on the timeline out provider that you’re going through to get to your constituents, that is okay, but you shouldn’t be risking obviously don’t want be risking it. I mean, if you’re if you’re below seventy with female, you’re in bad shape. I think the big thing is your score coming from coming from a fund-raising perspective at a non-profit like d a d i mean, we are driven by the ultimate dollar, right? So trying to get folks to realize that, hey, we can’t blast out all five hundred thousand of these people because half of them aren’t even open in the e mails if they’re not opening, they’re not engaging it’s, hurting all all that impacts deliver ability, but amy is found with us, and with other accounts of cdr and an industry has is we’re actually emailing less people more frequently, and we’re generating more revenue from it. Okay, okay, you’re deliver ability. Your reputation is hyre you’re engaging with, you’re sending two people who truly are engaging with you all those reasons, right? Exactly. Okay hey took the cliff notes version of our session today. We’re drill well. Let’s. Wrap it up. I got another. Fifteen minutes or so, roughly, but it’ll go fast. Kruckel okay, so we talk about avoiding the death traps, all right. Are there any more death traps? Anything we need to know about about what the industry is doing to snag us up recovered? Yeah. I mean, spam traps were the big thing. And the thing that we really shared with people today is that hitting a spam trap isn’t the end of the world. When you google for reports or to find out about spam traps, the resource is like what you’ll see back is all these very dramatic things that make you feel like a horrible e mail market or if you hit a spam trap. But it’s, not the end of the world you can really recover. And spam traps are telling you that you actually have a symptom of a larger problem. That there’s something going on with your email practices. That is just not working. And you need to take a look at it and figure out, you know, what will work. You know, i was actually thinking about this, dan, like when we hit a pristine spam trap in january of twenty. Seventeen and had a two percent open rate from an audience that we were getting seventeen percent open rates before so it’s a huge drop and it let us know we clearly have an issue, and i honestly think that hitting that spam trapping experiencing that was really the best thing has happened to us definitely opened our eyes and change the way we act. Yeah, you work together, we work together, we worked with cpr. Yes, dahna could never you could smoke whatever with your eyes not aware we want teo, especially our fund-raising right, it’s growing it’s always fund-raising growing doesn’t talk about sex vacation because that’s that’s a solution to this isthe dan, how is segmentation solution? I think just knowing what people are interested in and feeding them, information that relates to their interest is huge, and once again, i mean, we’re come from a world of direct mail where we’re mailing out this mail piece toe hundreds of thousands of people and that’s what’s cool about digital is you can really get it down to a very small interest group and hit him with that interest. I think what we’ve done with our segmentation has really paid. Big dividends and the fact that, you know, we’re able to see, because each of these people respond differently the types of messages to the different types of subject line, so we were able to test better with segmentation and overall, i just think that it goes back to what i said before, people that want to get our stuff, they’re going to get what they want and that’s, why we’re seeing the metrics and the click throughs and everything else respond accordingly. Is there any segmentation beyond interest? Well, yeah, i mean, we we got the frequency that they donate, obviously. I mean, you know, when’s the last time they made a gift, what type of action did they take with the organization? I mean, where do they attend a Job fair where they’re 5 k participant? Where are they? A veteran? Are they not a veteran? I mean, there’s, a lot of things of in segmentation there’s a lot of layers to it. You need a really good date. I think one of my challenges at our organization and we’re striving to get better every day is taken. All these separate databases out there that you know, these silos that exists and merging them together and having this global view of how this hand impacts this hand and, you know, it’s part of my job every day, and, you know, about amy and her cd, our team really works on developing great strategy, i’m in there educating the stakeholders and trying to manage, you know, all the politics that go on inside a large, large organization and, you know, making strikes, people are listening to what i’m saying, they’re so that from that point, you know, we’re doing good things, okay? Okay, amy, anything you want to add on deputation or you like them, dan covered, and i think the best thing about having dan as like our email partner or digital fund-raising partner and marketing is that he’s done an amazing job educating internally, learning, learning we’re all learning together and then getting those stakeholders bought in and if you’re a non-profit out there and you’re struggling with this, that is probably the hardest part is educating internal resource is and just stake orders about hey, we’ve got to make these changes because, yes, the money is still coming in, but eventually, if our center score continues to drop, we’re going to not see that money. No, you have a case study one hundred twenty six percent increased in open rates. Is that is that a tv or somewhere else knows it was that dvd. So when we hit that spam trap in our way, we’ll learn from what can we learn from it? We can learn that you need teo segment your audience. Find out what content is relevant to them. Get buy-in from internal state quarters and you can recover from any mishap that has happened to you. You can get open rates that go from two percent up to where ours air usually steady now in them twenties at twenty three. Twenty four percent. You know, we used to judge a good open raid at, like fifteen percent was an industry standard. I think for us a deviant cdr. I get bummed out when we’re not at a twenty two or twenty one. I’m like, oh, let’s, figure this out, let’s see what we can do. I think the other metric that is our new favorite is open to cliques. So this says of the people that open my email, this percentage clicked on. It and that tells you if you sent them content quick, something is like something in it, like click to a donation form, click to a survey promotion, more anything and that tells you if your message and the content you’re providing your supporters with means something matters to them, it allows us to also see the content they’re interested in. What are they clicking on? What aren’t they click on? I think the other thing that’s really played into the whole email challenge we face is the the idea of unsubscribes for spam people marking you as a spammer is like death sentence. I mean, essentially they’re saying your spam and not only they saying that they don’t want your stuff, but they say they’re your annoying them and that you’re not they don’t. They didn’t ask you to come there in the first place, and what we’ve learned and we’re learning every day is, you know, we sent out a large audience and you get a handful of spam rates, but the percentage is so low that it’s not as impactful if we just be about one hundred people and two people. Click on spam suddenly that’s two percent and that span percentage rate is another thing that plays into deliver ability. So one of the things that we’re working to do and put more in our strategy is to make it maur educate people how it have two unsubscribes easier making unsubscribes more available because if they don’t want to be bothered, then we want to stop bothering them. And that’s that’s really what these providers air forcing us to do. And at the end of the day, i think from from a consumer standpoint, it’s awesome, but from a marketing standpoint, a those that adjust and and go and change the way that they do things i think there’s still going to find probably way we’re fine is even more success than the way we used to operate have a hacker, the rial spammers getting through that because i’m you know, i’m marking junk all the time. A lot of i p addresses a lot of their spoofing are there? Or are they just there constantly turning over? Yes, every day i mean there’s a lot of everyday, they change, i think, there’s something like two hundred thirty four million spam traps out there. And there’s it could even be billion like it’s huge and there’s a a not a crowd sourcing thing that allows you to track spam and see how many traps are currently live and what’s happening in the internet just to give you like a thermometer checking the pulse rate of what’s happening out there because i know i know some of the bad guys are getting through. Yeah, they get there. You just want to minimize it. I mean, at one point, when we in order to get that very low open right, have issues that we saw. We probably hit a few hundred spam drops. You’re not going to hit one spam trap, there’s. Not like one out there that like. Oh, i hit the one you were going to hit multiples. You could hit three recycled like we celebrated huge success going from a few hundred two. We only hit three like that’s. Amazing. Because there’s. So many out there and it’s. Very easy to get to let’s. Talk about re engaging you. You touched on amy reengaging. People who aren’t engaged aren’t clicking. What are some tips for? For this let’s? Spend a few minutes on this. Yeah. I think one of the things that we all struggle with is it’s hard to say good bye to people like you want you know it as fundraiser isn’t even unsubscribes way don’t like to see that list, especially for what we pay the cost per acquisition in this industry is so high that it’s like it’s hard to give up on that, so what we’ve started doing is every time we’ll do it full, send sometimes to r un engaged file and will recover some people, which will see that as a win will take the hit on the spam complaint rate to bring back some more folks we’ve advertised to them in different channels, whether it’s, facebook or doing in male ads like for yahoo, our gene mail, those air this sponsored ads at the top of your inbox and then what we’re actually really focusing now on is how can we be a lot more thoughtful in trying to re engage so making the qualifications for who’s going to get that reengagement email stricter, you know, like let’s send to lapse donors from the last two years and see how that gets us let’s do laps donors the last year. Let’s do laps donors for a year and open an email a year ago. So we’re like working through to see what kind of rates we can get. Who we can bring back and figure out what that unique. What works for davey and that’s that’s. Kind of our re engagement tactics. What do you feel is a decent reengagement rate? I don’t think we have that yet. I don’t know, i don’t think we have that thing is every time we hit this un engaged audience so there’s good there, i’m out of it, but there’s bad too. So what we’re really trying to drew is sort of strike a balance of what that is, and i think it d a v for us as well, it’s harder not to crack because we’re dealing with a lot of different groups here, like we have our donors, as i mentioned right there, there’s the one point three million members of the organization that an entirely different group of folks we have our advocates, those that are part of our commanders action network, that air really interested our legislative issues and all these different arms out there. What might work in one audience doesn’t necessarily translate to another audience. So i think as you look at your organisation, you have to that’s where it goes back to the segmentation, understanding what drives those people, what motivates those people in the more data you have to support that, i think it will help you figure out what are the better strategies to re engage in these folks and at what point is amy said, are we willing to say goodbye? Is it possible that we’ve talked around it’s a little bit to figure out why your emails aren’t getting what? Why your emails aren’t getting through to you? Can you tell what whether you had a spam trapper was pristine? Or is it possible to evaluate that or you can their companies out there that can give you reports to tell you what types of spam traps you’re hitting to tell you how many different ip addresses air out there for you so there’s lots of different ways to figure out they’ll tell you what’s going on, but they won’t say, oh, this is specifically why you did it that’s kind of up to you to figure out, but chances are that you can get that information at least on how many types of traps you’re making your hitting because what it does it allows you then to do to go clean up your file, i think that’s another important topic that we haven’t talked on is let’s clean up the file. So now that you identified a problem, i hit to spam. Traps or one hundred, spam traps. Whatever your case may be, you can work with different services to have them look at your file. They match it up with the different mailbox providers, and they’ll tell you whether or not they’re valid email addresses invalid. Whether they have, ah, hard number of heart bounces off, bounces that, whether their spam complainer. So they have the propensity to hit spam on your emails. And what that allows you to do is put on lee, sent to the valid e mails. You know, take all of those invalid, take all the ones that are marked as spam, and put them in a group and not talk to those people. So then that also helps to ensure your developed deliver ability is happening, and that you have a good center score oppcoll way still have a few minutes left together. What what haven’t we talked about? That we should be flushing out more. I definitely think the tools we’re using, you know, different non-profits of different sizes have different tools, and she mentions a lot of these providers that score your tools, but just the tools that you have, i mean, obviously, you know, there’s big companies like blackbaud there’s the male chimps in the different things, but knowing how, you know, turning to them as a resource on some of their standards, because as amy mentioned before, there’s three parties in this and they’re one of the parties, so the googles and the yahoos and all those providers they’re i mean, they’re they’re the gatekeeper on that end, and we can practice our best practices there, but take advantage of those resource is out there. I don’t think that enough people actually go on and look at the research and the information that’s out there, and this is very nice that you’re saying that the email provider, the email providers they themselves put out there and, you know, amy and i, we’re we’re more marketers than we are techies. So if your organization has so somebody in charge of email that’s, more of a marketer or somebody in the communications team, for instance. It’s, good to loop in some of these folks i know for me and my organization. I have been lost without some of the stuff that cd ours helped assan cover. Having them to turn to is a resource helped implement some of these things because it changes every day to wave made a lot of progress. But this story’s not ending because then you could be two steps forward. One step back kugel changes something they’re not sending out of press release, right? We’re learning you want after that after after you dahna campaign or ascended it’s fun, you know the job’s never the same any day. That’s one thing that you can say for sure when it comes to evil marketing hundreds and like dan it’s totally right, you know, even us, as you know, as a friendraising agency are focuses on fund-raising and marketing, raising money and using the reaching out to your the platform that you’re using to send your email getting their technical help. It’s huge! I don’t think i would be where i am or as a group with davey without having the support of their i t department, they helped us do cem further very authentication called demark and deacon. Which folks can google learn all about it’s? A little bit confusing, but it’s really important? Because it insures that hackers aren’t spoofing your emails and that aren’t sending things under the dv domain that are actually devi. We have george in jail on twenty one radio you just transgressed seriously, we’re ah, i don’t think we have enough time to explain, but just repeat de marque de marketmesuite oppcoll that and decamp d market with the c a r c and d kim decay. I am i’ve seen these things in print. I don’t know what they mean. All right, we’re gonna let you off the hook. Thank you. Or sorry for the jargon jail. But they are. It is very important. Teo, just go and check it out. Go ask your i t department about it. They can actually educate you on these two terms and check and see if you need to get better email authentication and implement these leads to tactics. Okay, dan, anything you want o close with god. Give you a few seconds to close. No. Honestly, i just think that, like i said, it’s it’s every evolving, so it’s going to change a month from now, six months from now stay on top of your game. If they want you, they want you to contact him. That’s what you want to contact, engage him and make it more about them instead of about you. And i think the more non-profits do that, the more success they’re going to find that’s dan class begins, i say right, you got i did with the hardy digital marketing strategist of devi, the disabled american veterans and also amy braverman, associate director, digital media at cdr fund-raising group. Thank you, amy. Dan. Thank you. Thankyou, tony. This interview sponsored by networked for good, easy to use donorsearch monisha and fund-raising software for non-profits. This is tony martignetti non-profit radio coverage of the twenty eighteen non-profit technology conference. Thanks so much for being with us. We need to take a break. Wagner, cps. They go beyond the numbers they’ve got. The resource is for you. Lots of different subjects at weger, cps dot com and you click resource is after you spent some time on the site. Pick up the phone. Go in. Real life talk to eat hooch doom. You know him? He was on the four hundredth show. He’s been a guest. He’s a partner there. He’s a pro. Good guy, wagner, cps dot com. Then have a chat with you now for tony’s. Take two it’s late summer and i’m wagging my finger at you reminder. I implore you. I can’t beseech, but i do implore make time for yourself over labor day weekend. You don’t just find it. I can’t find time. I don’t have time. I can’t find any time. Make the time make the time for you you have talking to you. You the person you personally make time for yourself over labor day weekend. Hopefully did doing summer sometime. But i regret to inform you that labor day is creeping up and, uh, you need to make time urine e-giving profession. You need to take as well that you can give efficiently and feel good doing it time alone is restorative it if it’s refreshing make the time there’s more on my video at twenty martignetti dot com. I’m very glad to have maria semple back. You know her for pete’s sake. She’s the prospect finder. She’s, a trainer and speaker on prospect research. Her latest book is magnify your business tips, tools and strategies for growing your business or your non-profit she’s, our doi and of dirt cheap and free. And i know she’s not gonna let us down today on that she’s at the prospect finder dot com and at maria simple. Welcome back, maria. Simple. Good to have you. Oh, it’s. So great to be back. Thanks for having me. Pleasure. Absolutely. Um, you want to talk about real estate and i was game real estate for prospect research. What’s the value here. Well, you know, it’s it’s kind of interesting because i always include real estate data in every single research profile that i do. So i almost feel like we’re doing a back to basics show here. Okay, you know what we’ve got? You know, the core pieces of information that that really should be part of every profile and real estate is is definitely one of them. And i was, you know, in preparing for today’s show. I was trying to come up with, you know, the why? Why would we want to even focus on real estate? Why is this important and so you know, i’m going to offer up a couple of reasons. You prepare one. You prepared. You wanted you wanted teo. I’m doing that. Okay. That’s. Something new. Okay, so one is from a report called the cap gem and i world wealth report, which indicates that really state actually account for eleven percent of a high net worth individuals. Total assets, right? So, i mean, when you think about the average person, right, if they own a home or they own a coop or an apartment or something, i mean that’s a significant portion of their wealth, right? Because, you know, are they going to gifted to you? Are they gonna liquidate that asset and give you the money? Probably not. However, that does lead me to think about planned e-giving, as you know, a way to think about real estate as well. Especially if you know, your prospects happened to be a childless couple. So plan giving is something that, you know you might want to think about with regard to any of their real estate holdings that they may have, whether it’s, you know their primary home or or secondary homes. Yeah, there’s. A lot you could do with real estate, certainly the methods you mentioned, if a lot of times you might hear that child or the children don’t like the beach house or the don’t like the home upstate in the woods or out in the mountains, and so that strongly suggests that it’s going to be liquidated or, you know, you might hear that those exact same sentiments and there’s a possibility that that piece of real estate could be left to you so that the person or the couple can continue living there for their lifetime and they pay all the expenses, and then you’re at their death at the death of the survivor, actually, with the survivors death, the property immediately is transferred to you because because you’re actually changing the the deed of the property that’s all called a retained life estate, she wanted to google it and find out more, but you don’t need the unity of the jargon just understand the concept, you know, if there’s a couple that is expressing dismay that the kids don’t really want the house? Uh, yeah, so that and, you know, by the same token, if you happen to come across in doing your research that a particular property of one of your donors is actually owned in a truck. You know, that kind of should send up that little signal flag to you that they have done sametz state planning. And you you want to make sure that you know you’re involving all the correct parties in the conversation. If you’re coming across the property owned in a truck, how would you find that out in your research? Well, if so, let’s say you have the name of aa prospect your your donor and you have their address and in researching their address, you find that the property is not in the the donor’s name or the donor and the spouse’s name, but rather it’s owned in a truss, actually that’s going to be? Yeah, yeah, totally it’ll be very clear because it’ll be titled that way. Ok? It’s it’s titled to the right the asset is titled to the trust. Okay, so so in your public records, that’ll do that’ll reveal itself. Yes, absolutely. So, you know you mentioned public record, so we’re very fortunate in this country in terms of doing donorsearch research on in these types of public records because all real estate across the united states is part of public records, most of it is accessible on the internet very, very occasionally, if it’s a really small little town that maybe doesn’t have a big web presence or they don’t have their tax assessor rolls, you know, available online, i might need to make a phone call, but i have to tell you that is happening less and less for me these days. Aziz, i’m able to find most of that data that i need online. Okay, you got i’m sure you have some sights, recommendations free and dirt cheap that you can share. Yes, absolutely. Absolutely. So, i think a really good starting place to be able to start finding, you know, ah, assessed value and taxes that people pay on their properties. Um, if you don’t know where you’re where the local tax assessor office is available online and so forth there’s one site that has a compilation state by state by state this toe where you can actually find the assessor info and it’s actually a fellow prospect researcher and she’s been maintaining this site for years. Her name is cristina. Pulawski and her sight is pulawski dot net, and i’ll spell that quickly uh, p u l a w s k i dot net and, um, if you go to that site, you’ll see a listing of all the states click through to the state of interest to you, and then you’ll easily be able. Teo, find the data that you’re looking for in the assessor and this is a free site. Yes. Pulawski dot net is free are doi n i knew are doing was not gonna let us down. Oi, end of dirt, cheap and free. Ok, what else you got? So so that that’s one that i really like is a good jumping off point for although that’ll get you teo teo, the assessor assessed values a cz well as taxes. So so let’s talk about those two pieces real quickly. You know, assessed values are very often not what the market values are. So in a minute, we’ll talk about some market values, sight. But, you know, i always like to include what is a prospect in my profile? I like to include what taxes are for the most recent year on that property, because i think it is very, very telling if somebody is able to sustain. And i did research once on dahna a couple who owned a property in in a wealthy area of new jersey but also had a house at the jersey shore. And between the two properties, tony, they were paying one hundred and fifty thousand dollars in property taxes. Okay? Yeah. That’s. A lot of money right there, right? That kind of tells you there’s some well, yeah. And then you take the take the value of those homes, multiply by nine and you’ve got ninety nine percent of their their their assets, right? Nine. Ninety percent of their wealth. Because you said for high net worth e the home is eleven per cent of the of the total assets. Yeah. Okay, very real. Look at look at all this information. We’re getting off just the that’s just from the assessed value. We don’t even know the market value of these properties yet, right? Okay, exactly way. Just have a minute or so we have a minute or so before break. So go ahead. But take take a breath after a minute or so. Hey. So the other thing i want to be able to tell you about is ways to find estimated market market value for the properties because, they said, it is very different from the assessed value on di think a site that we’re all very familiar with. Is zillow so kind of introduce that concept? If you need to go to break, and then we could talk a little bit more about zillow and different information that you could find there. Ok? The only thing i’ll put a finer point on is just to make sure that people know the assessed value that’s, the for those who may not own property. That’s, that’s, the that’s, the tax roll, value that’s, the that’s, the value of your home that is used to calculate your taxes. So they multiply that assessed value by the tax rate and that’s. How you get your your what you got to pay for taxes on that property versus market value, which i think is quite clear. Okay, let me take this break. Tell us you’ve heard enough. You’ve heard that you had to tell us moughniyah lt’s from charities that referred the companies for the credit card processing from the companies that are doing the processing and from those companies. Come processing fees and fifty percent of those fees go to those charities. You’ve heard the teles mony als that charity khun b you you can be getting the fifty percent of the fees. Go to the video. That’s. A place to start. Tony dot, m a slash tony tello’s. Now, let’s, go back to maria simple. Um okay, you were gonna hit us with market value. You got market value. Resource recommendations, love these are doi n, right? Right. So so i mentioned zillow and one of the reasons why i like zillow so much. Is that it’s a great snapshot of that property? I mean, literally, you will get a mapping. Sometimes there is a picture of the home. Uh, you’ll have information about, you know, the number of bedrooms, you know? Really, you square footage. What it left sold for three year. It was built. So you’re going to get a lot of information about that particular home, right? There, out of zillow, it mean it’s used extensively in the real estate profession, used extensively by anybody looking to buy or sell a home. So it is, you know, one of those sight that you definitely want to think about looking at, they call their estimates. It’s used extensively by me after i go to a friend’s house for dinner. And then i go home or i just go to the bathroom, and then i checked zillow, i got a guy i don’t know, i don’t know. What is this place worth? Sometimes i can’t even wait to get home. I was extensively you’re right. It is very use its used extensively. You’re absolutely right. Ok, is there another? Is there? Is there another market research resource? I mean, market value resource. Ah, well, if you are thinking about researching anybody in a city, it might be a little bit different self-funding example, in new york city, there is a site called city realty dot com, where you’ll be able, teo put in an address, uh, it’ll give you a picture of that building whether or not that building has a doorman, uh, you know, where recent sales were. Of apartments in that building uh, the year it was built, the amenities and so on and so forth. So again there you’re going to get an awful lot of information, even on those buildings where apartment, you know, maybe owned within a particular building. Yeah, cooper, condo and zillow. Zillow isn’t going to help you with with apartment properties, is it? Not much? I mean, you think the last time i was at a dinner with a friend’s apartment, whether i was successful, i don’t think i was able to find what i was looking for? No, i don’t think so. I don’t think they don’t know why i do it for all of them, so that nobody, none of my friends, they’re the only ones who’ll listen and none of them knows which which one i’m talking about. There just i do it universally. So i guess they should all just assume i’ll stop getting invitations. I don’t know one of the other. Um, yeah, but zilla doesn’t help with condos and co ops, right? I’m pretty sure. Yeah, yes. I want to look a city realty dot com that’s for new york city. Right? That’s for new york city, but suppose you’re one of the many, many listeners who does not live in the new york city metro area. What are you going to do for for condos and made it again? I would then go to, you know, look at the particular city that you’re looking for data on go to their main website as a place to start looking and start drilling down for any links that have to do with real property values. Realist, hey, you know any of those tax assessor’s. So those are some of the key words you want to start looking for in any of those drop down menus that you might find in any of the the city’s website. Ok, yeah, so you might you might have to just settle for assessed value if you can’t find a market value of cooper condo, right? But then you know what? They’ll give you the rate that you’ll be able to also, then, you know, multiply by to come up with an approximate, you know, tax tax assessment. Yeah, right. I was just saying, you know, just you might not be able to find market value for for apartments. That’s all. Yeah. You know, the best way i’ve done that then is to try and find an equivalent, uh, size department and what it’s sold for recently. Uh, look, it used to be able to find at least taels value’s. This’s why, precisely? You see you found a workaround. This is why you’re the prospect. Research contributed for now. Provoc radio. I knew there was a reason. Uh, no, i’m always reminded, but yeah. Okay, look, look for a comparable sale. Recent comparable sale. There you go. Brilliant. Brilliant. This is this is why you need to always, always, always go to that wonderful free site called google and put the property in there because right from that, don’t forget you’ll be able to get i mean, it’s just amazing. I can’t believe the precise photos and how closely i consume in on a home that i’m researching in terms of i can see number of cars in the driveway very often when i’m doing this type of research. So it’s, it’s amazing. He’ll definitely want to make sure you’re googling the address as well. So google as well as a swell a zillo. Okay for ok, ok. Um let’s see? Uh, you kind of like google maps for ah, well, before we go to google maps and broader real real estate discussion, is there anything more i don’t want to leave? You will leave your you’re good contributions unspoken. So is there anything more we need to talk about with respect to individual properties? Yeah, the only other thing i might mention is this sometimes sometimes in addition to putting ah, a property in the name of a trust, somebody might decide to really try and put some protection around that property and put it in the name of an llc. So if you’re resync researching someone like let’s, say you’re researching an entrepreneur and you know from conversations that you’ve had with them or from your board, that’s had conversations with this person that they have multiple property somewhere, and here your trying to find their name and you’re looking up their name, you know, the city that they live in a city and state, and you’re just not coming up with it. It might be that they own that property in an llc he might need to take one step first to go to the secretary of state. Database for that state. Put in the person’s name and see if it comes up connected to any l l sees, once you’ve got the name of the llc, then go back into your property database and research on the name of the llc as opposed to the individual. This is why she’s, the prospect researcher contributor. You gotta have a problem doing this work for you. If you don’t have one. Get maria. Uh, you know, brilliant. Brilliant. There you go. Very simple work around. We’re stymied. Everybody who, uh, who ran up against it, though. Okay? Yeah. Yes, holden elsie’s because, uh, i guess there’s, i guess there’s there’s a tax advantages, the business you’re doing, some kind of business passed through or something. Well, very often they’re just trying to protect the asset. So, you know, let’s say that, like i said, make-a-wish avectra nor or they own a big private company, um and they’re just trying to protect it against, you know, lawsuits and that sort of thing. Um, instead of putting it in their spouse’s name or a child’s name or whatever, still add maybe that extra layer of protection as a limited liability company. Owning the home as opposed to, you know, on individual a supposed them owning it personally and it being a personal i said it’s an asset of the llc. So if their personal assets wherever compromised for some reason thie the property in the llc would be outside that that reach. Okay, we just have to have a minute before break. So why don’t you just give us a little tease for what? How google maps could be helpful real estate wise that i bet a lot of people are not thinking about. So, you know, you and i have always often talked about pro active research versus reactive research. A lot of what we talked about it to this point in the show is on reactive research. Well, there’s a feature in google called my math that’s going to allow you to do some pro active research to really identify you know where some of your donors and prospects are based. Ah, and i’m going to give you some ideas and had to use that particular data. Yes, much more than just putting in an address. But that’s, right. Time for our last break text to give you get more revenue because they make e-giving easy for your donors. If somebody can send a text message, they can donate to you it’s simple not only simple but affordable, secure there’s taking care of these things for you, you text npr to four, four, four, nine, nine nine that’ll give you info, and you’ll also be able to claim your special listener offer npr to four, four four nine nine nine. We’ve got about six more minutes for real estate in prospect research and go ahead, marie simple reveal if this feature of google maps that we can use in our prospect research, i’ll bet a lot of people are not aware of, right? So it’s actually called my map and ah, the earl is a little bit long, so i’ll make sure that i get it to your social media team. Or maybe i’ll go ahead and upload it wherever you’d like me to do so. But it is google dot com slash math splash about flash my math. Okay, so it’s a bit long. I wish they had it a little bit shorter. You could probably find it anywhere, you know, once you first and foremost, you’ve gotta have a google account. So first things first, you gotta have that once you’ve got that, you’ll be able tio look at all the various tools that you know that that, uh, that place that you would go to once you’re logged in your google account, if you want to access to your calendar and all those other things and other features that google offers that you might be using, you’ll be able to find it there as well. So one way or another, you’ll get to it or just google google my maps, and then you’ll get to it that way. But what i loved loved loved about this, and i couldn’t believe how easy it was to use and how awesome the results were. Uh, it will allow you to upload a spread sheet into google and google wuebben map out while the addresses in that spreadsheet. So i started thinking about this and wondering, ok, well, i could see the applique ability for, uh, for a business to do this, but how can a non-profit potentially use this particular feature? And so i was thinking about a situation where you know, you’re thinking about running a special event or you’re thinking about running a cultivation event and you’re trying to figure out, where should we hold this event? You know, geographically, where does it make the most sense so that we could get the most people in attendance at the event? So you can upload a list of, say, the donors for that from that particular county or region or state or, you know, whatever it is, uh, and it will map out for you, it will put those little you know, those little markers were all so accustomed to teo jump a little pins, write it so it’ll will populate the entire map, and then you can actually hover over one of the over one of the pins and you’ll be able, teo, click on it and it’s going to give you all the information that you have tied to that particular prospect that you’ve uploaded from the spreadsheet. Yes. Oh, right, right. So all your data that you up, right, so it’s pinning the address, and then everything else you uploaded with it would would appear when you click on it or mouse over it. Or is it one of the other day when you picked up let’s. Just be careful because of that. Here’s. The caveat that you might not want to upload that personally identifiable information. The name you might not want to write. You might want to think twice about putting in. Um, they’re full name, for example in there or their email address or, you know, things like that or phone numbers. So you might be in this situation up loading less might be better just from the point of view that, you know, once you’ve uploaded this in here, this map is then saved in google under your map. This is a map you can call up at any time. Uh, and so i’m always wondering, ok, well, who else could potentially have access to this map then? You know, in the back of my mind, this is the way i’m thinking about. So i might be a little bit careful about uploading anything beyond city and state. All right, very good. Very good admonition. Oh, so? So you can use this map to see population densities within within a state. Now, did you see any maximum number of rose that you can? You can, including your excel spreadsheet. I mean, could it be ten thousand? Can you map the whole country? I didn’t, you know, i didn’t try anything with a huge spreadsheet. I sampled it with a much smaller one, but i you know, i have tto dig a little deeper, and in google’s, they do have a pretty good help section about how to use this so they might address that there. Um, but i’m not sure if they’re gonna limit you on the size of this. Okay, that’s a great question, but also, if you are, if you’re planning a visit somewhere, you know you’re doing your well. This is summer, so you’re not doing your winter visit to florida, but whenever you have to prepare for your winter visit for florida, so as you’re doing that what counties should be visit well, let’s, upload, let’s upload on a simple spreadsheet all our florida addresses query by state nfl put it in a spreadsheet exported to a spreadsheet. Upload that to google maps and you’ll see the population densities throughout florida and you’ll know which counties in town’s teo host in and then then you could then go for your personal visits. You could map your way through through the state dry, you know, find the best route, right? Doesn’t help you with routes. Yes, like so then you khun route from one visit one of your donors to the next to the next. And get get yourself a nice, efficient routes that you can maximize your time. You know, while you’re visiting florida so that you can visit, say, you know, five donors in a day is opposed to maybe you were thinking you could only get two. Well, wouldn’t it be great if he could get four or five people in that one day? Right? Google will will route you through them. Love it, love it. Okay, wait. We just have ah, minute left before we have to wrap it up. Maria simple. What would you like to leave our listeners with so two more deuces real quick. One is if you have a lot of you run five k’s and walk and things like that and you’re not. And some of these people may not be already tied into your organization to the level that you’d like them tied in beyond their participation. So why not again? Matthau out where all of these folks, you’ve got their registration data. They’ve registered for your race again. Tie in to google maps, find out where these folks are all coming from, to participate in your five k and see how you can have some further engagement with them. Another, you know, i thought about was we have to leave it. There dahna next next time. Maria simple she’s, the prospect finder, she’s at the prospect finder, dot com, and at marie, a simple thank you so much, maria, you’re welcome, good talking to you. Next week, we’re live with a studio audience from the foundation center. 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, well, your c p a is guiding you beyond the numbers weinger cps dot com. Why tell us credit card and payment processing your passive revenue stream? Tony dahna slash tony. Tell us on by text to give mobile donations made easy text npr, to four, four, four, nine, nine, nine a. Creative producers. Claire meyerhoff. Sam liebowitz is the line producer, shows social media is by susan chavez. Mark silverman is our web guy, and this music is by scott stein. You’re with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Schnoll you’re listening to the talking alternative network oppcoll waiting to get a drink. Nothing. Cubine you’re listening to the talking alternative net. Are you stuck in a rut? Negative thoughts, feelings and conversations got you down? Hi, i’m nor in something potentially ater tune in every tuesday at nine to ten p m eastern time and listen for new ideas on my show. Yawned potential. Live life your way on talk radio dot n y c hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Are you into comics, movies and pop culture at large? What about music and tv? Then you’re in for a treat. This is michael dulled, your host on talking alternative dot com. I’ve been professionally writing comic books, screenplays and music articles from fifteen years. 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Nonprofit Radio for August 24, 2018: Your Website Redesign & Overmarketing

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Oren Levine, Lisa Ghisolf, & Emily Patterson: Your Website Redesign
It’s your step-by-step guide to a website makeover. Let’s include gaining stakeholder support, managing contractors and using data to drive better engagement. Our panel from the Nonprofit Technology Conference is Oren Levine with International Center for Journalists; Lisa Ghisolf with GizmoCreative Factory; and Emily Patterson, founder of BeeMeasure.

 

 

Amy Sample Ward: Overmarketing
Amy Sample WardIt drives Amy Sample Ward bananas. Let’s talk through her issues and preventative measures. She’s our social media contributor and the CEO of NTEN, Nonprofit Technology Network.

 

 

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Oh, hi, 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 thrown into a habit ood if you told me the dull idea that you missed today’s, show your website redesign it’s your step by step guide to a web site makeover let’s include gaining stakeholder support, managing contractors and using data to drive better engagement. Our panel from the non-profit technology conference is orin levine with international centre for journalists. Lisa gets off with gizmo creative factory and emily paterson, founder of be measure and over marketing it drives amy sample ward bananas let’s talk through her issues she’s, a social media contributor and the ceo of n ten non-profit technology network i told you to, i’m wagging my finger, responsive by pursuing full service fund-raising data driven and technology enabled tony dahna slash pursuing capital p well, you see piela is guiding you beyond the numbers. Weather cps dot com bye tello’s durney credit card processing into your passive revenue stream. Tony dahna slash tony tello’s on by text to give amglobal donations made easy text npr to four, four, four, nine, nine, nine here is your website, redesigned from non-profit technology conference. Welcome to tony martignetti non-profit radio coverage of eighteen ntcdinosaur non-profit technology conference. We’re hosted by the non-profit technology network, coming to you from new orleans in the convention center. This interview, like all our eighteen ntcdinosaur views, is sponsored by network for good, easy to use donor-centric software for non-profits, i guess now are orin levine, lisa gets off and emily patterson, or in his director of innovation at the international centre for journalists. Lisa is founder and creative director at gizmo creative factory, and emily patterson is founder. Be measured that’s b e like the insect welcome buy-in. Your seminar topic is gourmet taste on a pizza budget. Tackling a website, we design for small non-profits, and i noticed that in your session description, use the word small three times. That’s perfect for non-profit radio because our twelve thousand listeners are in small and midsize non-profits. So i don’t have to admonish you or remind you even taylor, your comments too small and midsize or no, i don’t, because it’s, you’re right, it’s in your dna, it’s in the dna of your workshop topic, anyway, get carried away. Personal. Okay. What what are the challenges? Let’s, start down there with emily on the far end? What are the challenges with website redesign? Hyre? Definitely, i compare website redesigns, teo doing laundry, at least at my house. Okay, that it’s something where it feels like you put all this work into it, and then when you’re done well, there’s a whole new basket of laundry, and you need to start all over again. Yes, it’s, a project that it could take over here and then it’s. You know, another year passes by and it’s, time to start redesigning your website all over again, because technology and trends change so frequently, something you have constantly have to keep up with. What do you part of what you described way? Have you done your workshop yet, or it’s coming? No it’s tomorrow at one thirty and that’s a preparation for you? Okay, she’s like a batting range, putting, putting green. I don’t know too much. I don’t be doing sports analogies that that was a mistake i don’t anything about. I don’t know anything about either of those sports, football or tennis, so okay, what do you need? What do you need to have in place? Could we start with you? Lisa, can you could you adjust that one? What do you need to let in place? But think about before you embark on hiring someone to do it or doing it in house? What do you need to think about? You really have to think about weirder site is now and if it’s working for you and if you comptel, if it’s working for you, since we generally have analytics, but also are you getting the results that you want out of it? Are your constituents getting what they need out of it all of that kind of thing? And then it’s just improving upon what you have if its content or design usability, all of those things, okay? Or you want to add wear at the pre stage now, exactly. And this is in some ways where the small comes in, because one of things your back of your mind is, is what resource is do you have realistically to approach the project, which will probably be less resource is than you would love to have? Especially if you know you’re looking at other websites and say, oh, i’d love to have a website like name your large corporation here and because you’re not small non-profit you can’t. And in addition to the questions, lisa was passing one of the question, in fact, you need to ask is, you know, why do i have a website at all? You know, it’s really gets down to what am i doing? I’m murcott what’s the purpose why do i want people to visit me in the web but who’s coming to visit? What do i want them to do when they get there? And by being really careful about asking those questions that helps you match what you could do there to the limited budget you’re going toe? How do you overcome this stick of the orange? How do you overcome not knowing what could do? It is not your site is not doing it now, but it could, but but you don’t know. What it could do because you’re not already exploiting that. How do you feel that gap, that knowledge gap? Well, it’s ah, sort of a balance between what what it’s already doing, what it could do and what you wanted to do. And a lot of what we talked about in our own organization was trying to distill down of all of our laundry list or went backto the laundry analogy, a laundry list, emily’s basket wish list of all the things you wanted to do or could do or might do an ideal world. It’s really important to try to focus down on a few very, very critical things that you want the website to do. Focus your efforts there that both helps focus the minds of the people who are responsible for the website and then focusing your budget on a realistic set of goals you can achieve. So you might brainstorm and then and then and then focus exactly two realities. Okay, okay. See about something else you pledged to cover in your workshop. Hold your feet to the fire. Think about who to hire. Whether you need is who wants to take this one first? Whether. Whether you need expertise, we don’t necessarily have to go in line. One, two, three, three, two, one, which i don’t i don’t like that, but we can now for now anyway. There’s soup for now, but i’ll bring it up if we keep up with us whether whether you should a lot of small orcs probably do need help, right, then we’re gonna need some technical help. This website project definitely on dh speaking as a designer and developer, generally i come in when they don’t have those resource is on staff, or if those people are overwhelmed and speaking to lauren’s point, sometimes you can brainstorm with those people and find out exactly new things that you may not be aware of ways that you can integrate databases better, etcetera on improving communication. So, you know, so much of it is just what you’re re sources are and what you’re willing to put forth. So you’re often in the role of having tio make the expectations fit the budget. Yes, we can’t do that yet. I know you would love to, but if you want to do these other things that you said were playing top three priorities. And we can’t do this. You can’t have six priorities. Yeah, i’m a big believer in phase development, so if you could do it in six months, then we’ll do it in six months when it’s more feasible. Okay, how do you, uh, how do you message that reduction down, too of reality when it when you’re talking to the ceo executive director? Oh, gosh, i mean, i basically put it the exact same way that we can do this in six months. We can still make it happen with the budget that you have, but if you want to put more towards that, then of course, we could make plenty of things happening now, so okay, so bring it down. Arika money. Yes. Way to spread it out. You can have it, but it’s gonna take longer. Okay? In fact, one of the things we talked about in the session is sort of tricks. I learned i was emily start going out orders don’t get going out at one point, i want i want to head over to emily because she’s really the expert on how to manage to ceo seo, i’d better let her speak for that. I’m not going sequence. I don’t want you to continue, okay? My my one question is that one of the now now a great host, it’s time for a break, pursuing their newest paper is pursuing e-giving outlook it’s a roundup of all the fund-raising data that you need, they took the latest fund-raising reports boiled them down to the essentials into a concise content paper, plus there’s a video archive of the weapon, or that they did around this whole subject. It’s, an ensemble piece, paper and webinar both on the listener landing page. Tony dahna slash pursuant capital p for please now, back to your website redesign say something talk emily yeah, it was like they had a message to you, ceo message manage expectations about the top level uh, so i think one of the things that people don’t realize, especially at the top level around website redesigns is just yeah, how much, how much work and how much? And thus time and money is involved, and i think having teo yeah, message and set expectations around that is a big challenge buy-in vices that i’ve worked and now in a zoo independent consultant, my point of contact is typically, you know, you’re marketing director or your communications person who have, who handles all of communications and all of fund-raising so kind of a mid level person and being able to work with them to help them set expectations with there with their boss around the web website, because i think a lot of a lot of executive directors, you know, they’re a little bit detached from the project and, you know, they’re looking online, and they’re seeing all of this awesome stuff that other organizations or, you know, even for-profit companies are able to dio and they don’t realize, you know how much time and money needs to go into that. I’m going to pick up on on emily’s point, that becoming the position of being the non-profit that’s working with cos, you know, we were designing the web site, and one of the things we try to make sure of is we knew internally in our own organization who who is responsible to make the final decision so that, you know, family’s talking the communications director, she needs to know that when the communications director says we’re not going to do this, then hearst boss is not going to come down two weeks later and say, well, actually, we are let’s keep that anyway, because that’s, how you lied to basically blowing your budget and changing your plans. So it’s, very important as an organization is a nonprofit taking on the project to be clear in advance. Who are the decision makers? Who are the real stakeholders, who is going to make the decisions and who needs to stay out of the way? That’s perfect. So who should be let’s? Go to you family? Who should be part of this design team? I mean, i think having one clear a person who is ultimately one person is in charge. Yes, having been in the position where three people are making the decision, you know that doesn’t really work. So ultimately one person has to have the final say. So we are we are not doing this, but i think lots of people should be involved and be able to have their input because you will otherwise get in this situation. Where oranges years, months later i don’t know. How’d we get this? Yes or no? You roll that definitely derail your project. If all of a sudden you had someone pop up and say hey, what happened? Teo x y z i thought we were doing this, and then as a consultant to be the person who says, oh, sorry, that’s not in the budget, i think it’s so we need to think through in the beginning stages, who are the stakeholders? So but with the web, but at our website affects everybody. Lisa, how do we decide whose we can’t have too many people in the process? I already said that how do we decide who should be part of this process and who should be sidelined? A big part of that for me is design theory. Tio it’s basically starting off with talking to all of the people who are going to be using the site. So if it’s one person from the board, one person from the staff, one actual end user, et cetera, and they don’t necessarily have to be people who are involved in the decision making part of it. But fighting out how they actually use the site and how they would like to use the site and how it all fits into the overall organization makes a huge difference in the end result and how successful it is, okay or anything you want to add to this? Yeah. And that’s another reason why inside the organisation it helps to have somebody you can sort of manage some of those relationships internally in some ways be a bridge between the organization and the external party. I in some ways fulfill that role in my organization. I’m not responsible for the site, partially because i have experiences a web product manager, i’m ableto some ways mediate, i suppose, between some of the internal forces intentions and our external external vendors, and that makes life easier for them because they have fewer people to talk to, and we’re clear decision making it makes life easier for us and that we’re able to resolve some of our issues ideally before we start having to pay for it’s going to more detail on this, managing the contractors or contractor whatever that is doing the process. Emily, you’ve got something you want. I was going to say that i think having your communications director or someone at that level lead the project is a good call because they’re in a role where they khun both understand more closely, like the technical side of what we’ll need to go into this because they’re close enough. To the project, where they might be in a role where they’re updating the website. But then there also. Removed a little bit from it and more into the business side of things where they can understand the bigger picture and the business decisions and the important role that stakeholders play. Where i think if you put the website in the i t department and have that management come from that side, they might spend more time kind of focused on how is everything working exactly and ignore the business side of war on the into the code? Okay, okay, let’s, let’s talk more about managing the contract with doing this project for us out. How do you? How do you like to be managed? I don’t like to be managed, but well, essentially the biggest thing is always communication on both ends of it and setting expectations. Some people love to talk only via email, some are i need to get on the phone with you to make you understand this and it’s an inter generational thing, it’s just it’s. Everybody certainly has different feelings on that bye, setting up expectations of how often we’re going to talk, how we’re going to talk, how we’re going to be managing all of these assets, all of these things that makes things so much easier down the line, and you don’t have developers who disappear or gaps in knowledge where well, we have no idea where we’re hosted right now, which is a huge deal, because so many people don’t really know all their passwords and everything. So let’s, let’s move to something else that you were are going to cover tomorrow. Use of data, you said data tio dr better flew and better engagement. Who’s the everybody plays family, right? Emily, you’re got two thumbs pointing to you. Yes. Yeah. That’s. The data portion of it is really my specialty. Okay, so we’re going to talk a little bit about what the stakeholder they wrote to me in for the stakeholder section because i had had this other presentation that oren saw where it was about using data to kind of manage people’s personalities, but definitely needed to manage personnel. That was that was different. There was somewhere else. Yeah. Is that another? Another kind of interested? Okay, about how you can take the day that you collect and then use it. Tio appears the different sort of questions and issues that pop with your different stakeholders, but definitely before you embark on your redesigned some suggestions about, you know what sorts of data people should look at, a lot of it depends on what sorts of issues pop up with your various people who are involved. I really kind of feel like there’s kind of three basic types of issues that it will happen, you know, there’s the sort of person who doesn’t you might have it from your executive director or from another person, your organization, they don’t necessarily want to spend any money, so helping to make the case that we need to make this investment and we need to invest in better technology, you can use your your google analytics user testing surveys a variety of different things to get a good picture of what’s going on with your audience because who’s using your website is not necessarily reflecting the needs of the person using your website isn’t reflecting. You know the needs of the people in your audience, they’re not in your office, they’re not the same. Okay, what else about data? I’m so you also get the person who is has all the fun ideas, maybe, you know, reads a lot of things. Online about the latest trends, and we need to have this widget and that widget and helping them get a good perspective on, you know, what’s really going on with our users where we really having problems with our site right now that definitely need to be fixed in the in the redesign, you can use google analytics things like back-up they have a funnel feature to see you. Nowhere in your process is people you’re losing people dropping out, leaving your side, and then i love surveys and user testing as a way to hear from riel people how frustrating it is for them to use certain functions on your website. So who would you send those surveys to? Is that that cut across all your constituents metoo donors, board members, people who are engaged, engaged with your programs, receiving your service is all those people get survey like that? It depends. I’ve done ones on the website, which i think are nice. Google has ah, very low cost pop up sort of survey you may have seen them before that you can answer a couple questions, and then there’s typically kind of an open end response, which is a great source for people’s france. Ok, things are kind of questions. Do we ask? You can certainly ask about user rolls if you want. If it’s important for you and your your website to understand who’s used what constituency you would word it this way, but what constituency they fit into. We’re delivering services, etcetera. Okay. What? What else do you want to find out? That’s? Fine, but you could totally keep it super simple. And just as something like, you know, what brings you to the site today? Are you satisfied with your experience? If not, you know what recommendations do you have for us? Those three questions? I think we’ll get you a good picture of what’s going on. I mean, i’ve had guests on who say the best survey is, like, five fewer questions. Oh, yeah, definitely. Okay, so short is not problematic. It all it’s preferred? Yeah, especially if you you know, you’re kind of you’re popping up at them. They’re coming to your sight because they’re trying to do something else. So you want to keep the survey short because you’re kind of interrupting their experience? What else can wait? Talk about around this? You’re going, you’re going to feel ninety minutes tomorrow. Well, let me add another more point about data again. I’m coming at this from persuaded emily. So i thought the data when emily stop, okay or you can talk about data. Whenever we took a breath, i thought that was the end of the day that i could talk for days about data e talking about okay, just the one small point i wanted to make again back to managing expectations, it’s away to also manage expectations your stakeholders had about people who are wedded to. We’ve always had this section on the website i love this information is valuable and it’s useful to be able to go to analytic state and say twenty, people visited this page in the last five years. We don’t need it. Okay? Spell, myth it’s also a legacy pages that people are tied to strongly, but nobody else cares it’s also testing out processes to like, how long does it take someone to actually make a donation or to find the volunteer form or something like that? Does it take to long for them to get there and they get tired of it? And they just leave, or does the executive director have an idea that they love this particular feature, but no one’s clicking on it or they wantto accident actually everyone’s clicking on it. And we don’t know that unless we actually get true user data, so it helps it. A lot of scenarios are based in reality. You know, the numbers no like yeah. All right. Uh, okay, so we still have you just took it five or six minutes together. What else can we talk about on this topic website? Redesigned. You promised a step by step guide. We missed any step. Well, there’s, plenty of stuff. Cemetery. Alright, so name some names, something we haven’t talked about it content auditing of your current site. So actually, i’m going to cut you off there, like three or four sessions ago, we talked about content, name another one and another step way of linking on it that we haven’t talked a lot of sessions, police about post launch care and the whole yeah, because to me kind of the laundry analogy to but to me, a website is a living, breathing thing. And just because you’re done with it, because it launched does not mean that it is done. You need to keep feeding that for google to pay attention to and for your users to pay attention to. You also need to be aware of the ongoing costs of maintaining the site and keeping it secure. Ilsen and already you have a laundry. Now you wanna bring laundry and maybe a lot of what you want. I’m thinking more about sort of laundry all of a sudden, you know, chris created out of no where in your hamper, because what happens is part of the consequence. If you’ve been really successful, i think in managing expectations and limiting the scope of your redesign and coming up with a very clean site, that means there are going to be items that fell off the must have list that are now on the might have list or nice to have list, but after launch that’s an opportunity to sort of incrementally add in some of the things you may have wanted to do earlier as budget becomes available. That’s part of what lisa was saying about it’s, an ongoing project not only maintenance but ongoing improvement i remember, but i used to work at a large non-profit before people with sort of a background in your television program, you would say that keep iooking cleanse the website done, and i think least i mentioned at the beginning of our talk it’s never done that’s an ongoing lisa, do you see? Oh, our emily also commonalities around things that people want but don’t really need or, you know, durney generalities about things that they say is a top priority, but really it’s, not any any generalizations you could make around that. How about home paint sliders? I was just thinking that way, but everybody loves big sliders, right? No one clicks on them. They really don’t know. They don’t stop it to go back. So many guys attract many home page sliders. Yes, they get teo slide too, i think. Yeah, they and then they go to what they really want. Okay, i think people, maybe this is at least as different impressions. But i think there’s just too much emphasis and too many politics around the home page and what goes on on the home page because most sites people are coming in sideways, you get a lot of people coming in. From search, especially if your sight is well designed and has, you know, all the ceo best practices. People will come in to your bog post or to your content pages, and they’ll never see your home page. And so in projects i’ve been involved with, the home page gets very political and can stall things. Okay, that’s, old thinking that everybody’s coming directly to our our main, our main domain. And everybody wants a piece of it. Yes, there’s a lot of fighting about. Okay, so you are generalizing about okay, george, as i was going to bring this up before, but yeah. There’s a lot of oh, you know, my department needs to go on the home page. This is very important. Very important to this organization. All right, all right. What else could we were going to flush out? A little bit more? Got another couple minutes left. What one thing is, i was going to advise i came up with a bunch of sort of tips and tricks. If you’re inside the organizations that have ways too, to keep your stakeholders, i was going to use the word under control. But that’s a bit of a loaded term, but back to the prioritization, you know, prioritization is really critical, you know, making those choices about what you want to do and there’s been lots of cases in several projects i’ve worked on when you know your stakeholders might have a long list of things they want to do. And as somebody who’s running a project it’s really important to learn how to say pick one really focuses the mind i sway for, you’re not going to need that. That sort of thing to really help helps sort of focus the issue. Everybody gets one right, you could. You could name as many as you like, but you’re gonna get one priority. Okay, okay, yeah buy-in talking to clients. I used to say to people, you know, we can do this, you know, or we could do this and that response, wass, what can we do both. So i have learned to rephrase it and say, here are three options, pick one, okay. We asked what you, uh so what do you love about the work that you do? You know, organizations i work within cos they’re so wide ranging that it always amazes me what you can learn, what you can pick up and all of the commonalities of them too, you know, there there’s so many things that they’re all trying to get across, even if they’re a tiny little organization. So it’s, um, and making a difference with it with the actual and product from what they can about you are what you love about this work. I think what’s really interesting about the work is one year’s going setting off on a website redesign you think you’re doing a technology project, and it almost inevitably ends up being a management project because i think we’ve alluded to it before that the company’s your organization’s website is really related to how it’s organised how the organization works and you end up sometimes having more conversations about how the organization works and how we’re running on what our strategies then, about technology, about the actual some introspection. Okay, emily, i’m gonna give you ten or fifteen seconds. What do you like? What you love about this work your work about the work that i d’oh. I mean, i like that it’s always changing. I specialize in data stuff and it’s a field that’s constantly evolving. So i like that aspect of being able teo, keep up on it and always be just like our websites. Yeah, conley evolving. Always changing. Never finished. All right, they’re orin levine, director of innovation at the international centre for journalists. Lisa lisa it’s. A guess off. Yeah. Sounder and creative. Director of gizmo creative factory and emily paterson, founder of be measured. Thanks so much for being with us. I think this interview like all of them here it eighteen ntc sponsored by network for good, easy to use dorner management and fund-raising software for non-profits. Thanks so much for being with non-profit video coverage of the twenty eighteen non-profit technology conference. We need to take a break. Wagner. Cps for pete’s sake, talk to you. Eat huge tomb. You know the man. You heard him on our four hundred show. Did he sound high pressure to you? Of course not. He sounded like the gentleman that he is gentlemanly and professional. Check out the farm of course. Got to do your due diligence. Do your research weinger cps dot com then pick up the phone. Talk to you, wagner, cpas dot com then moved to real life now tony steak too it’s finger wagging time. I want you to plan ahead so that you make time don’t just look for it try to find it. You make time for yourself yourself over labor day weekend time alone, its restorative you heard last week steve rio talk about thie the benefits throughout your day of of mindfulness and presence, and even maybe ah meditation for a couple of minutes. I mean, they do virtual meditations of bright webb, he said, every day for five minutes, take time for yourself. Make time for yourself over labor day weekend, even if even if part of it is a nap. It’s restorative, you’re in e-giving profession you give you give, you have to be a little selfish and take make that time for yourself wagging my finger and there’s a little bit more on that in the video at tony martignetti dot com what a pleasure to have amy sample ward back. She is our social media contributor. Ceo of intend the non-profit technology network her most recent court third book, social change, anytime everywhere about online multi-channel engagement she’s at amy, sample board, dot or ge and at amy rs ward. Welcome back, amy. I think having me back, it’s always a pleasure. You’re always you’re always welcome back. This shouldn’t be a surprise. Should be a surprise to you. We always work well, i hope that you’ll let me know if i get cut from the roster will stop taking your calls. Know that we’ll have to wait on the phone. I’ll call in with a different say. I have a question to make up a different name. All right. Um, we’re talking about over marketing over marketing. This is a, uh, a bothersome thing for you. Yeah, yeah. I mean, i think it’s probably bothersome to everyone. That’s. Why it’s not successful? Yeah, it’s. In the long run, it annoys people and they turn off. Okay, i think that’s true. You know, maybe we’ll look att cem symptoms of over marketing so that you can do some self assessment. I think it’s it’s, probably one of these things is much easier to see in other people which may be coming totally right. I think it’s definitely hard to self diagnose your organization as an over marketer and instead very easy to look at other communications, other websites, what have you and feel like? Oh my gosh. You know and just to be clear, when i say over market and maybe this is a point of clarification between the two of us, i am curious how you define it. But for me, over marketing is when you market everything equally instead of choosing as an organization what your priorities are. Okay, so it seems very scattershot the marketing then from that those kinds of organizations very scattershot, everything is equally urgent. Everything is equal, equally impactful. Everything is, you know equally the thing that you want people to do right, then yeah. Okay, interesting might might my sense of it is it’s it’s i’m more looking at the frequency you know, if i get too many emails too many if i see your twitter you know, blowing up my twitter stream you know, i see i see too much from you it’s it’s too much it well in however, you define the time but e i’m seeing too much, um, well, and i think that that frequency piece could is, you know, one of the ways that over marketing manifest, because you could also say that it, um, you know, separate from frequency, it could just be type it could be that you are just like your web site is, you can’t even navigate it because every single thing has to have its own space on your home page that’s the call to action and whatever, you know, there’s different ways that it might manifest, but frequency certainly is a big one. Ok? And christie’s bleed over. I mean, you know, if your if your website has everything is an equally high priority, then that’s the trouble you were, you know, that’s, the trouble that you’re that bothers you the most is that every everything is urgent going on and everything has a page, every page is called action. You know, his first came to me as an idea because someone sent me an email with i printed it. It’s literally the the email signature is a half a page and i did not printed in eighteen point five i put it in twelve point fund. A very reasonable size. I’m this person’s email signature is a half takes up a half a page, right? I’m sure that the emails they’re sending two people are, you know, a very reasonable, like hi, tony, and then a couple sentences and thanks so much. And yet their signature is three times that. Yeah, yeah. Or more. It’s, you know, there’s itt’s. Well, i gave it away. It’s a he you know, it’s it’s it’s filled up with i mean there’s like zoho linked in you are el there’s a well there’s there’s web sites. There’s a you are elves, but then they’re not linked. And then separately there’s www the length number one w w was like number two and number three and there’s the mailing address and there’s. Ah, fax number off a twenty eighteen a fax number on then there’s and then there’s some congratulate, you know, self promotion stuff about anniversaries. How long he’s been in different lines of business and it’s it’s a half a page. So that’s what? Put this on my radar? You know, i guess i’ve subconsciously i’ve probably been thinking noticed it certainly, but tio got into my consciousness and i asked you about it and you said, whoa drives me crazy. So so here we are here we are. I’m just commiserating in the things that drives, but it’s for a good purpose, we’re helping where i’m not complained, my larry david, i’m not i’m not complaining, i’m helping, but, you know, what’s so interesting to me about that, like, the starting place where this conversation is that so many organizations, i don’t think, ever think about the signature line of there down both from the perspective that that, uh, i mean, that’s, you know, hundreds if you count all of your different staff, hundreds of messages a day to community members that could be reinforcing your organization’s brand or voice or mission having a standard, you know, signature block for everyone in your staff that, you know, great, everybody has the right information there, we probably don’t need to list our fax machine, you know, for all of those things because i see so many times where you know, one person, one organization writes at one way another person you can’t they don’t have a signature block, all you see is like, thanks, amy and me, but who? Are you, you know, co-branded spectrum that’s a missed place for just reinforcing the brand of the organization, but so few organizations know that you’re their signature block is kind of a passive called toe action space. Um, and at intend, we test that and we have a we use our goal for non-profits account, and that allows us if anyone listening uses the google suite for your organizations, you have, you know, females, you know, you could just administer as an organization what everyone’s you could add, like a call to action at the bottom of of the signature, and you don’t have to worry that some staff forgot to put it in, like, you could just administer that, and it is immediately in place for all of your emails, and we change that regularly, but we also track that and, you know, there are people that click on that signature link where we’re promoting that and you see and actually click through and register. So it is a place to call people to action. It is not necessarily a place to successfully call them toe action with eighteen different things that you’re saying, you know, it needs to just be one and have it be something that’s actually relevant to why you’re emailing people vs maybe, you know, links all of these different awards and promotions. You actually test different signatures. Yeah. Okay. Okay. Eminently doable. Eminently testable. You know us, we test everything. Okay. That’s, you technology network? Yes. Bonem all right. So let’s, let’s encourage some self assessment. We just have about a minute or so before before taking the first break. Um, i thought of i thought of some symptoms that you might that that that maybe hitting you in the face if you’re if your engagement numbers are declining, if you’re if you’re of actual follower numbers or connections, if that’s, you know, if people are dropping off that way, so i thought of either one of those, you know, people might still be following you, but they’re not engaging that’s, that’s bad or they might just stop following you or being connected. No thing can in fact, tonight, adam a nuance to those numbers. Certainly it’s healthy to have people stop following you on twitter or toe unsubscribes miree male because it means people are reading it and it no longer, you know the priority in their life, it’s not the topic that they care about it’s. Fine, you don’t need to feel bad of someone on subscribe to the newsletter but that’s the point you’re making tony is that if you are getting in ten people unsubscribes sections one new person subscribing then your ratio is a little off you want tohave, you know more people continuing to subscribe. Then you have a fall back off. Thank you for refining my point. Thank you. I mean, i mean that generally we gotta take a break. Take a break. Tell us enough with the talis moughniyah. Lt’s you’ve heard them. You’ve heard them from charities that referred companies for credit card processing and, of course, those charities air getting that revenue each month that long tail you’ve heard the talis moughniyah, lt’s from companies who are using tello’s for credit card processing. I bet you could use more revenue. Tell us long stream of revenue. You know how this works? You refer cos they take on tell owes you the non-profit get fifty percent of the revenue from those fees. Watch the video at tony dot m a slash tony. Tell us now. Back to amy sample board. Thank you for that indulgence. Yes. All right. So, indeed, big numbers, you know, that’s bad and unsustainable. You know, you’ve got your tenant followers a day and one new follower, your that’s that’s, not sustainable. Um, let’s. See, um, if you i thought you know how about reading your own stuff reading your own to spend a little time romping through your own, you know, your own twitter stream your own instagram, facebook, these things boring you your own website, have you read? Have you read the last a couple of weeks of content on your website? A few if you have something that’s regularly updated that that often does it bore you? I would say that’s a bad somebody i think what’s interesting about that suggestion and that so many people we’ll overlook is that we, of course i have read all of it listed it, right? So the idea that we would go back and look at it feels like some time wasted because, of course we wrote those tweets. Are we, you know, posted those pictures? Never, but the value in what you’re suggesting is not look at any of those. Single post it’s look your feed without looking at your whole timeline or whatever, right? Like, just look at for twitter, profile and all the content in order that’s been posted or your instagram profile or your website, because that’s where you can really start to see from your followers perspective or your community’s perspective. Whoa, you know, this is this is what it felt like, or this is what it sounded like. I think that’s something we don’t do often enough it’s organizations because we don’t feel like we need to, because we’ve already reviewed all that content when we posted it individually. Yeah, we wrote it ourselves see, this is this is why you’re an author, co author of two books, and i’ve never written a book because you you put a finer point on it. No, i’m the shallow guy, i got this idea and then you refine it, give it depth and meaning and eso like on the comic book writer, and you’re the you’re the writer of books that actually get published by, you know, by well known publishing companies. Yeah, but i haven’t even done one of those yet. Yeah, ok. Er and you just and i’ve been thinking about it, and you just heard it. And you you put you put, you add depth and, uh, greater meaning to it. So thank you. What a team. You know, good teamwork. Yeah, work. If i didn’t have this show, you could because, you know, i don’t think you need me to get started, but i need you to add the depth and the color enough beating myself up. Okay. Um, no. I’m having fun doing it. So what are you? Nobody. Nobody listens to this show anyway, so nobody here’s the nobody here is the self loathing. Oh, that’s not true. Thousands of people listening. Yes. Don’t remind everybody said you have more in your list in this moment. Don’t remind me more of my list more my list. What of these of these things? I have more. I have things on my list. I can add, um, i have one more staff complaints if the staff, if the staff is feeling that their content is you know, however, they describe stale o r, you know, repetitive. You want to pay a lot of attention to that because they’re the ones producing the content. So if staff or if you’re hearing from staff, i think that’s a bad sign, what do you what do you have totally eye? You know, now i feel obligated to add depth and color all of your suggestions, but the piece that i would add there is i feel like it’s, not just staff saying that it’s repetitive, but the conversations that you might over here amongst your staff that are kind of like a warning sign warning flag that you’re maybe doing over marketing is when people are saying, you know, i’m marketing this in someone else’s say, no, the postcards you know, went out yesterday for this someone else, eh? Zoho on twitter were saying that you have people, you know, you’re cross team isn’t talking about the same thing, then you’re probably doing, you know, equal parts promotion of five different things at once and that just naturally not going to be a successful your community members can’t take in five different request to do something that are different and actually do them all for you. Very bad sign if there’s conflicting messages across your across your team, i thought it was this i thought this was the priority, right? Okay, what else? What else do you have on your symptom symptom list? Well, i don’t have as many symptoms. I have a list that’s, more like things that you khun d’oh. Okay, um, yeah, okay, we could switch over there. I’m game for some guests. I would say you’re not a baby, we can talk about a few things underneath is i really liked the idea for organizations, you know, of course, we all know that we should have, like, a content calendar and marketing plan and all of these things. But the reality is i’m going toe just operate within reality that we don’t have those things or we have them and they’re not updated or or or whatever. So instead of saying, oh, just go finish off that editorial calendar that you should have instead of that recommendation, i’d say just pick a team. It could be every month it could be based on certain weeks that, you know, we’re leading up to events, whatever. And having a team i think, really helps people across the organization, you know, in whichever team there in know that they can still talk about their team. Or their program or their service. But do it in a way that still aligned and advancing whatever over our james focus organizationally needs to be the priority. So it maybe we can use in ten for an example. Course i could speak to that, so we might say, ok, this month’s needs to be focused on the ntc, but we still have membership campaigns that happened, we still have course promotions that need to happen, you know, where there’s still all this other work, but we don’t need to be saying register for the nbc become a member. Sign up for this course that’s happening next week, you know, apply for this program because that’s not going that’s, where we get into the half a page email signature, you know, someone said saint arthur, steam is auntie si lets people say culwell instead of just talking about membership, i’ll talk about how members engaged at the ntc instead of just talking about, of course, next week, i’ll say this course has a similar topic at the mtc, and this is a way for you to continue your learning. You know, it just gives people more oven umbrella that they can talk about their programs while still staying. Kind of on message. Okay, yeah. I can i can i can toss out one for recommendation, and that is to put yourself on your own lists, make sure that you are seeding yourself so that you’re seeing the feed, the posts, hearing the podcast, whatever it is the same way, same frequency as everybody else. Yeah, and then had a way to do that. It’s not just getting your own organizations emails, because to your point, there are lots of different channels were using in ten does this and i’ve talked to a number of our other organizations who do this, too, whether you use black, which is kind of an internal messaging tool, or you have an internet or whatever tool you’re using for kind of internal content and conversation. Most of those tools there’s probably a way where you can have your organization’s account, your twitter account, instagram show up in there and that way you have essentially, you know, one channel in slack or whatever you used that just is showing all of your tweets, so not only can you see when a tweet has gone out, but what it was about, and then you can very easily scroll through and say oh, my gosh, way! Look at what we have been saying or what we haven’t been saying or whatever on dh you don’t have to say, okay, now everyone on staff has to create a twitter account and go follow the organization and check it every day. You can just pull it into a central system so everyone can see it. I see. Excellent. Okay, okay. She’s, the co author times two. Amazing. All right, let’s, take another break. Okay, let me take a break text to give you’ll get more revenue because text to give makes e-giving easy for your donors. If your donors can send a text message, they could make a donation to u not only simple also affordable and secure the way to get more info and to claim your special listener offer you text npr two, four, four, four, nine nine nine couldn’t be any simpler. Npr. Four, four, four, nine, nine, nine we’ve got about six more minutes for over marketing with amy um, we run really medicine, okay? Please go ahead. So this suggestion is coming from a place where at and ten, we have definitely seen return on the work, but also in recognition that if you’re if you’re organization is suffering from over marketing, you’re already putting in the time to do a bunch of work so let’s just move that work to something else, and that is the idea of promo, okay, it’s, not just for your big annual fundraiser or, you know, once a year event for anything programs for things that are year round, even creating again, you’re already doing this work because you’re already over marketing, so instead of putting it all out as an organization, all the work you did to come up with those tweets or those block post or whatever put them into, you know, a a shared document or a wiki or google doc or whatever, and instead of sharing them on your own feed, share them with community members that can that are interested in that that maybe participate in that program before whatever that they want to be out in the community scene is talking about your work and promoting it and it’s still getting out there. People are still hearing about your programs, but you aren’t saying okay, well, our twitter feed today is going to have to cover all ten of these topics you say today we’re covering this topic, but we know that we’ve supported community members and they have access to these promo kits. Tio help us spread the word excellent using yes using your most dedicated constituents, friends, followers sort of a back channel way of getting them to help you promote board members boardmember could be idea for that, right? Okay, are for sure, all right, i’m going to get one out because i know you’re going to say it, i’m gonna get out first, okay? If you feel you’re over marketing on promoting your own work, share the work of others instead. So the obvious, you know, sharing on facebook, facebook shares, they’re so they’re so rare. Now facebook shares please share other people’s content obviously twitter, the re tweets on twitter or you go or spend that time going out and finding, you know, curating the content of others and sharing that because, you know, it’s relevant to your community. I know you’re going to say that yes, well and i think something to remember to when when you’re thinking about content and mixing it up so that it isn’t just you talking. About the thing that you want people to do over and over, another place where you could look to content in addition to sharing, of course, you know that i’m always going to say, share other people’s work and rise up the community is just as you are doing, too be the one that reminds your community that they can take a break, that they can have fun, that the world is really hard, it feels right now, and so much is going on, and we’re always asking our community to take action to support us, whether it’s fund-raising or advocacy or local actions. But maybe you are also building community and building trust with them by being the voice that says, you know, we hope that you take a saturday off and just be with your family or go to the zoo her, you know, go for a hike and and you aren’t always calling them toe action that you’re also treating them as full people that need to take a break and be healthy too. Yeah, that space space critical. We had steve rio on last week talking a lot about that he’s. Interesting do you know, do you know steve rio, bright webb? I don’t know. And i know i heard he’s, based in vancouver. Andi has twenty five employees. Maybe that includes contractors, but they’re all over north america. Very interesting. Okay. Um, they do. They have. They have virtual meditations. You probably heard me or not. Uh, not not mandatory optional, but they do a forty five minute virtual meditation every day a couple times a week. Sorry. Three times, three times a week? Um, yeah, i think yeah. Mindfulness, you know, presence. Oh, and, you know, there’s there’s research that shows that that that helps you be be more efficient in your in your workday. Um, every sample would really have, like, two minutes left. Um, you have another. You wantto recommend something else. If you feel you’re over marketing, do you have another recommendation? While the other piece that i was going to suggest is kind of the office that and that is just in case there are listeners who are, like, no, our problem is that we never marketed anything we never, you know, actually promote ourselves because it’s all you know, maybe they’re your web site is is just kind of content, because your programs or your round and you don’t feel like you have timely things, so if somehow you are on the opposite end of the conversation and feel like you need more help finding ways teo to market, i would say, just look through whether that’s, your social media accounts, your website, whatever and look for those empty spaces places that i think organizations could really take advantages putting in in their twitter bio or their instagram bio, or whatever that you know, a girl that shows up right there and the short kind of narrative box you have to write something, put what feels more like a timely kind of a call to action or reference a campaign that you’re running or whatever that is, and put a girl in there that doesn’t just go to your home page, same with your email signature. Look for those empty spaces where you can make it feel more timely instead of just the permanent kind of here’s our home page here’s, what we do here is our mission statement she’s amy sample ward she’s the author i’m not you’ll find her at, you’ll find her and amy sample ward. Dot or go! And also you should be following the woman for god’s sake, twitter is so much wisdom coming follow-up for god’s sake that’s the end of it just for pizza. Just follow at amy rs ward. Thank you, amy. Thank you, tony. My pleasure always next week. Maria semple returns with real estate for prospect research. If you missed any part of today’s show i deceit, you find it on tony martignetti dot com. We are sponsored by pursuant 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 by telus credit card and payment processing your passive revenue stream tony dahna may slash tony tell us and by text to give mobile donations made easy text npr to four, four, four nine nine, nine a creative producers clam meyerhoff sam liebowitz is the line producer shows social media is by susan chavez. Mark silverman is our web guy and this 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. You’re listening to the talking alternative network to get you thinking. E-giving cubine you’re listening to the talking alternative network, are you stuck in a rut? Negative thoughts, feelings and conversations got you down? 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