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Nonprofit Radio for November 28, 2022: Thought Leadership & Content Strategy

 

Peter Panepento & Antionette KerrThought Leadership
Peter Panapento and Antionette Kerr co-authored the book, “Modern Media Relations for Nonprofits.” They share their insights on how to build relationships with journalists so you get heard as the thought leader you are. Plus, other media strategies, like crisis communications. This was part of our coverage of the 2020 Nonprofit Technology Conference.

 

 

 

 

Valerie Johnson & Katie GreenContent Strategy
Now that you’re an established thought leader, you need to produce multichannel content that’s relevant. Also engaging, actionable, user friendly and SEO friendly. Also from 20NTC, Valerie Johnson from Pathways to Housing PA and Katie Green with The Trevor Project show you how.

 

 

 

 

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[00:02:38.49] spk_0:
Hello and welcome to Tony-Martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. I hope you enjoyed your thanksgiving. I hope you enjoyed the company of family friends, time for yourself as well. Lots of lots of good thanksgiving holiday wishes, I hope you enjoyed very much and I’m glad you’re with me. I’d be forced to endure the pain of epidermal Asus below psA if you gave me the blistering news that you missed this week’s show. Thought leadership, Peter Pan a pinto and Antoinette car co authored the book modern media relations for nonprofits. They share their insights on how to build relationships with journalists so you get heard as the thought leader you are plus other media strategies like crisis communications. This was part of our coverage of the 2020 non profit technology conference and content strategy. Now that you’re an established thought leader, you need to produce multi channel content that’s relevant, also engaging actionable user friendly and S. E. O friendly. Also from 20 N. T. C. Valerie johnson from pathways to housing P A. And Katie Green with the Trevor project. Show you how Antonis take two. I’m still wishing you well. We are sponsored by Turn to communications pr and content for nonprofits your story is their mission turn hyphen two dot C. O here is thought leadership with me now are Peter pan a pinto and Antoinette car. Peter is philanthropic practice leader at turn two communications, Antoinette is part of the leadership team of women advance and ceo of bold and bright media. They are the co authors of the book Modern media relations for nonprofits. Peter Antoinette welcome. Yes. I’m glad we could work this out among the three of us. Thank you. And uh, it’s good to know that you reach well and safe in your respective locations. Okay.

[00:02:39.44] spk_1:
Thank you. Yes.

[00:02:51.33] spk_0:
Okay. I, yes, I see. No one within six ft of you. That’s good. Even though you are home, we’re talking about thought leadership and media. Let’s, uh, let’s start with you Internet. We can, we can use our leverage thought leadership and use the media to, uh, to influence those who are engaged with us, our constituents and even influence policy.

[00:04:02.66] spk_2:
So the media needs experts and non profits are on the ground there doing the work and they are the perfect folks to be experts in this conversation um, in particular and emergency Peter non talks about earlier about crisis communications and in a lot of situations the media scrambling looking for experts. If you have established yourself as a thought leader, which is what you should aspire to do. I know that turn to does the work in helping people to kind of establish themselves with the thought leader in this conversation. But right now we need people with good information and who can provide great stories for example and nonprofits can do that and they can do that work. And that’s why the thought leadership conversations important. Most nonprofits don’t see themselves needing to do that. It’s not the first thing we think about, we think about fundraising, right? Um, but not necessarily media friend raising. And so now is the time that you want to have those relationships and be considered as a thought leader.

[00:04:18.59] spk_0:
Because when there’s news that relates to your mission, um, your call is more likely to be taken, your email is more likely be answered. If there’s that pre existing relationship you mentioned. But if if everybody in the sector is calling all the, all the media blindly, then it’s just sort of a crapshoot whether they answer you or not or

[00:05:38.32] spk_2:
if you think about the media needing like, you know, going to a crisis example, like the media needing a source or an expert And they don’t want to quote the same person that’s, you know, something that I’ve learned from my media background and training. I’ve been working as a journalist since 1995. And you know, one thing that my editors say, you know, don’t quote the same person, don’t quote the same organization. So in a crisis people will call big box non profit sometimes. Um, and they’ll just see them as being the experts for a conversation. And that’s why establishing yourself as a thought leader is so important. So someone can say, you know, I’m a unique voice about this. We have an example in our book modern media relations where um, someone who an organization that worked with Children and families involved in domestic violence became very important in the conversation when a professional athlete in in Georgia was convicted of family violence and all of a sudden that person was called upon to be on radio shows and talk shows and they became a thought leader. But they done the work to position themselves as an expert. And so I know Peter you, I know you have some examples as well, but we just kind of dived in there and and didn’t talk about the whole broad concept about leadership.

[00:06:04.05] spk_0:
Well, all right, well, um peter, I was gonna ask you, how do we start to build these relationships? Um you wanna do you want to back up what thought leadership is?

[00:08:02.93] spk_1:
Sure, I’ll start with thought leadership defined and that and that’s really um the process of establishing one’s expertise in a in a specific area and and and doing it in a way where they are recognized beyond their own organization, in their own kind of immediate networks, as a, as an expert as a thought leader. Somebody who is driving the conversation and really really helping people better understand a key issue or a topic. So for a nonprofit or a foundation, a thought leader might be your ceo um who or executive director, somebody who um is at the front lines uh and and kind of is in a in a position where they um not only have expertise but they have some authority and being able to talk with some gravitas about a topic, um but um in order to kind of establish your credentials there um and get recognized, you have to do some legwork beyond just having that expertise. You have to be um you have to be comfortable talking about that topic. You have to um you have to spend some time kind of building the relationships and the and the and the the larger credibility that you are, somebody who has something interesting to say and the expertise to back it up. Um and the more you do that, and you can do that not just through the media, but through your own channels and through speaking at conferences and and all kinds of other things. Um the more you do that, the more you kind of become uh somebody who is recognized and is called upon to weigh in on important topics or or when news events call for it or in a situation like what, where we are now with with the covid 19 response, Somebody who can kind of come in and bring a voice of reason and perspective to what’s going on around us.

[00:08:31.98] spk_0:
So you have to lay the groundwork there, there has to be some fundamentals and you have to have your gravitas and you you need to appear bona fide and be bona fide not just appear, you have to be bona fide on the topic that you’re that you’re an expert in the mission of, of your, your nonprofit. How do you then start to when you have that groundwork? How do you then start to build relationships when there isn’t really a need for you to be talking about the subject?

[00:09:39.59] spk_1:
Sure, there are a lot of ways to do that one is that you, um, you start to build some personal relationships with media who are covering these topics. And you can do that either through, you know, somebody on your communications team that helps you, or you can kind of do it yourself, but you can, you can start to show up in, in their coverage of stories by, um, by um, positioning yourself and, and building relationships with individual reporters. Maybe even when they don’t need you by having an informational coffee or call so that they can get to know you and know what you stand for. Um, you can do it by your through your own writing and, and public speaking and making those things available and accessible to the media. Um, and you can, you can do it through your own channels to a lot of nonprofits have blogs, they have, uh, they have their own podcasts. They have different ways where they’re positioning their internal experts externally so that they’re kind of talking about and establishing their credentials around around a subject. And

[00:09:41.01] spk_0:
that’s your, that’s your owned media, right. That’s your own media versus earned media?

[00:10:12.00] spk_1:
Yes. Yes. And, and the value of that, is that the more you’re, you’re kind of demonstrating through your own media channels, your expertise, you’re not only building um some greater relationships and and credibility with your donors and the folks who are already kind of in your network, but you start to show up when people are doing searches or when people are on social media and seeing stories and articles that are passed around, if they may see something you’ve written or talked about, shared in another network, and it it sparks a light for them that you’re somebody worth going back to when they need, um when they need some, you know, somebody like you to weigh in on something.

[00:10:52.96] spk_0:
Okay, peter, I know you and Antoinette are both former journalists. Uh, so I’m gonna jump over to Antoinette for what Antoinette, what what what do these outreach, I guess, calls and emails to journalists to try to build the relationship. Uh what what do they what do they look like? What would you suggest people are saying to, to try to get the attention um to build the relationship, not, not when I’m looking to be quoted because there’s a breaking news, but to build the relationship.

[00:12:33.00] spk_2:
So, full disclosure. I’m a current journalist. Um so, yes, so I I still work for publications right now. Um and so people contact me on twitter and social media, which is a new thing. We talk about press releases. I’m a big fan of press releases, um yes, just full disclosure about that. But I still like for people to pitch me on social media, direct messages through twitter. If I’m using my company profile, it’s safe for nonprofits to contact me and say, hey, I have a story. I noticed that you’re interested in this concept, it’s always great when people know what I’m interested in. Like when they’re like, I noticed that you publish a lot of stories like right now I’m working on a story, a series of stories about missing and murdered indigenous women. And so when people see, oh, I notice you’re publishing stories about this and they pitch me on a direct message or um through facebook messenger even and say, hey, would you consider this the story and here’s the angle. Um or have you thought about, you know, I’ve had other people reach out and say I noticed you’re publishing these types of stories about, you know, missing and murdered indigenous women. Have you considered other stories about violence against women and it’s always a really great connection for me. So I think just kind of knowing what the journalist is interested in is really important, kind of, understanding their angle. Sorry, y’all, um understanding their angle and just flowing from there and saying, you know, here’s how we fit into this conversation is always a wonderful

[00:12:46.00] spk_0:
um so outreach by any of the social channels is fine too, you talk about twitter and direct message facebook, those are all

[00:12:56.47] spk_2:
yes and people tagging me like I feel like if a journalist is using their profile in a way that is professional then you’re safe to contact them and them in that way.

[00:13:11.60] spk_0:
Okay. Yeah, yeah peter anything you want to add to? Yeah, I think

[00:14:13.09] spk_1:
that I think is dead on about making sure though that when you do that, you are, you are, you’re you’re not coming with something that’s off the reporters beat or off of um what’s what, what you know, is um what they cover uh or the type of story they cover within that beat. Um you could spend a lot of effort reaching out to every journalist you see on twitter about your specific cause, but if they don’t cover your cause um you know, it doesn’t relate to what they what they do, then they’re probably either going to ignore you or or start to block you because you’re, you’re, you’re kind of almost spamming them. So um it’s it’s important to be targeted with who you reach out to as well and and make sure that you understand that journalists and their work before you before you do your outreach and come at them with a pitch that they don’t necessarily want. So yes, I think it’s really important to to do a bit of that homework up front um and respect that journalist time and if you do that and if you come at them with something that is actually on, on their beat and is of interest to them. Um, then I think you have a much greater chance of getting their attention and getting them to want to follow up with you and and help further, um, the relationship beyond that initial pitch

[00:14:32.47] spk_0:
and

[00:15:31.85] spk_2:
Tony, can I share a pet peeve like to Pet peeves actually is, um, if I write about a non profit and they don’t share the story on their own social, it’s just, it’s heartbreaking for me. Um, a lot of times I have to fight for these stories to appear and I have to fight with an editor to say, this is why this is newsworthy. This needs to be here. And then the nonprofit really doesn’t share the story. And I think, well, you know, I don’t write for my own, you know, just for it not to be shared. Um, and then the other thing is I love when nonprofits support stories that aren’t related to their particular story. So I’ll start noticing like one thing, um, Kentucky non profit Network, for example, before they ever shared or were involved in anything that I was involved in, they started sharing things or liking things that I would publish as a reporter and I didn’t know anything about them, but I thought that was interesting. So that when they pitch something, then you’re more likely to notice it as a, as a reporter, you’re more likely to notice because you feel like they’re really genuinely interested in the conversation, even if it doesn’t apply to them, you’re still interested

[00:15:51.29] spk_0:
Internet. Where are you writing now?

[00:15:58.07] spk_2:
I am writing, working on a piece for Guardian. I am for the Guardian. I am writing for Women Advance, which we have our own network. And then I write for Halifax Media group publications. So I’m on the regional circuit, doing all the fun things.

[00:16:13.38] spk_0:
Halifax is nova Scotia.

[00:16:22.99] spk_2:
No, Halifax is a media group in the United States. They own a series of their own regional newspapers across the country. So

[00:16:28.59] spk_0:
let’s talk a little about crisis management. You wanna, can you get us started with how you might approach crisis communications Antoinette.

[00:16:38.11] spk_2:
I thought that was Peter’s question. I’m just kidding.

[00:16:40.29] spk_0:
No,

[00:16:41.31] spk_2:
I’m just kidding. Um, crisis communications, I think actually Peter is a really great person to talk about this. My crisis communications conversation really has shifted with what we’re going through. So I don’t want to make it so unique to our current situation. Um, so I’ll let Peter start and then Peter, I can back you up on it if that’s

[00:18:50.46] spk_1:
okay. Yeah. So, um, with crisis communications, it’s really important to not wait until the actual you’re actually in a crisis to put your plan together. It’s really important to, to have a protocol that you’ve set up when you’re not in the middle of a crisis of possible to really kind of put together uh some protocols for not only what you’re going to say, but who’s going to say it and how you’re going to communicate during that situation. So um what does that protocol look like one? Is that you um upfront, you designate who your spokesperson or spokespeople are going to be ahead of time um and you spend some time ahead of that coaching them up in terms of what some of the key messages for your organization are, regardless of what the crisis might be. Some things that you would broadly want to try to reinforce and kind of a mood and a tone that you’re gonna want to take with what you’re talking about. Um do that 1st 2nd, is that you would really want to have a system in place for how you activate that for how you activate your crisis plan and your crisis communications. So that essentially means that you want to um you want to make sure that you know, kind of who who needs to sign off on what you’re going to talk about, who you’re gonna be involving in your decisions on whether you need to put out a statement um who how you’re going to communicate in what different channels, the more you can make those decisions ahead of time and have your structure in place, the better equipped you are to actually respond during a crisis situation and be able to get a quick and accurate and positive message out um in in in a situation and often crises are not their crisis because they’re not expected, but you can be planning ahead so that you you are able to react quickly and authoritatively during that situation. Um

[00:19:07.87] spk_0:
you’re you’re compounding the crisis if you’re not prepared.

[00:19:12.53] spk_1:
Absolutely,

[00:19:13.33] spk_0:
You’re scrambling to figure out who’s in charge, who has to approve messages, where should messages go? All, all which are peripheral to the to the substance of the problem.

[00:20:12.02] spk_1:
Absolutely. And in today’s world, where crisis can really mushroom not only in the media, but on social media, the longer you’re allowing time to pass before you’re getting out there with with your statement and your response to it, the worst the worst the situation gets for you. So you really need to position yourselves uh to be able to respond quickly to respond clearly and to respond accurately. Um and and it’s important to note that, you know, that planning ahead of time is really critical, but what you say in the situation is also critical to um you do want to make sure that you communicate truthfully. That doesn’t necessarily mean that um uh you uh u um reveal

[00:20:14.17] spk_0:
everything,

[00:20:14.72] spk_1:
reveal everything

[00:20:15.67] spk_0:
exactly

[00:20:18.45] spk_1:
do uh that you do reveal is accurate. It’s not gonna come back to bite you later. It’s not going to mislead people

[00:20:31.86] spk_0:
talking about complicating the complicating the crisis if you’re lying or misleading, it comes back. I mean, people investigate things get found out.

[00:20:36.17] spk_1:
Absolutely. And I, and I, and I was

[00:20:38.82] spk_0:
technically expanded your problem.

[00:21:42.71] spk_1:
Absolutely. And and you’d be surprised how, how many times when I was a journalist that people, if they had just come clean and and kind of got the truth out there right away, they may have taken a short term hit, but their lives would have got on fine after that. But the more you try to obfuscate or or lie about the situation, or or try to to spin it in a way where you’re, you’re kind of hiding the truth that the worse your situation is going to get. So be be in a position to be as transparent and clear and accurate as possible. Um, with that first statement, uh, knowing that in some cases you might have to say, you know, we don’t know. Um, but we’ll follow up when we do know, because sometimes a crisis situation is one in which speaking of, of when we’re in now, we don’t know all of the, all of the different twists and turns the covid 19 situation is going to take. Um, so, but but rather than trying to speculate, um or or or in some cases, as we’ve seen, some, some public figures do try to spin this one way or another, rather than just saying, here’s the situation here are concerns, Here’s what we know, here’s what we don’t know. Um, it compounds the situation and in some cases it can be dangerous to

[00:22:01.82] spk_0:
people internet, You wanna, you wanna back up a little bit? I

[00:22:38.74] spk_2:
Did. So the, I think the statement, um, I love how people are putting forward these COVID-19 statements and I think we need to have more statements like that. I mean these statements are demanding and people feel like that. But I’m like we could do more of that. We could have statements as nonprofits on issues on public issues, public concerns, things that are um, emerging and urgent for people. I think about in the eastern part of north Carolina because tony I know you’re in, in my home state. I am

[00:22:40.58] spk_0:
in eastern north Carolina.

[00:23:26.54] spk_2:
Happy to have you here. And when we have um, hurricanes, when we have issues like that, if non profits would put out statements like they have with Covid 19 if they felt like they needed to say here’s where we are, here’s what we do here. Here’s, here’s what we have to offer before during after and just update them. You know, I feel like this crisis has brought forward a level of communication and and help people to see the necessary level of communication that we need to have. But we don’t have that all the time is non profits and people are looking for that. So I feel like in the eastern part of north Carolina where we had, um, you know, 100 year, hurricanes within three months of each other that we didn’t think would happen. You know what if people, what if people make covid statements like that? I mean, what if people and so I’m just gonna start calling the covid statements peter that I don’t have a better term for. But what if we felt like we needed to make these types of statements when there’s an emergency,

[00:23:51.92] spk_0:
um, Antoinette, I’m gonna ask you to wrap up with something that you said, which is contrary to a lot of what I hear. Uh, you said that you’re a big fan of press releases.

[00:24:02.00] spk_2:
Could

[00:24:03.26] spk_0:
you take us out with your rationale for why? You’re a big fan of them. I’ve heard that they’re pretty much obsolete

[00:24:10.20] spk_2:
from a journalist. I

[00:24:12.51] spk_0:
don’t know from a commentator. I

[00:24:14.37] spk_2:
don’t want to write that.

[00:24:17.47] spk_0:
I

[00:24:27.93] spk_2:
believe that. I believe that. Um, so yes, because I’ve been reading press releases for a long time and I feel like the who, what, when, where and how gets me past that part of it, then I can ask you all the interesting questions. So if you can give me that in a way that I can cut and paste and I will not butcher someone’s name, like tony

[00:24:43.54] spk_0:
It

[00:24:55.22] spk_2:
might be, it might be a challenge. So I can, we can get all of that out of the way. But a good press release gets me excited as a journalist. It brings me into the conversation and if you aren’t excited about your press release. I can probably tell on the other end. So I had a good press release. All

[00:25:15.51] spk_0:
right, thank you. We’re gonna leave it there. That’s contrary advice. Which which I love hearing. All right. That’s uh that’s Antoinette car part of the leadership team of women advance and ceo of bold and bright media and also Peter Pan a pinto, philanthropic practice leader at turn two communications and they are co authors of the book modern media relations for nonprofits, Antoinette Peter, thank you very much for sharing. Thanks so much. Thanks for

[00:25:28.62] spk_1:
having us. tony

[00:27:19.59] spk_0:
pleasure. Stay safe. And thank you for being with tony-martignetti non profit radio coverage of 20 N. T. C. It’s time for a break. Turn to communications. Well, as you heard lots of ideas about the relationships, the relationships that will help you be the thought leader that you want to be. That you ought to be relationships leading to thought leadership. Turn to communications. They’ll help you do it. Your story is their mission turn hyphen two dot C. O. It’s time for Tony’s take two. I am still thinking about you and wishing you well. I hope you had recovery time over Thanksgiving. If you’re in giving Tuesday, I hope you’ll be happy with your results or you are happy depending when you listened. If you are, if you did congratulations, celebrate what you achieved. Take that victory lap you deserve it. If you’re not so happy, keep your head up, you know that you did the best that you could, don’t let it drag you down. You have other successes that are gonna be coming and you’ll be celebrating those. So don’t let a disappointment drag you down going forward. You have all my good wishes for your year end fundraising this week and continuing That is Tony’s take two here is content strategy, which by the way, we have boo koo, but loads of time left for Welcome to tony-martignetti non profit radio coverage of 20 N T C. That’s the 2020 nonprofit technology conference. My guests now are Katie Green and Valerie johnson, Katie is Digital Giving Manager for the Trevor Project. And Valerie johnson is director of institutional advancement at pathways to housing P A Katie and Valerie welcome.

[00:27:44.11] spk_3:
It’s

[00:28:07.84] spk_0:
a pleasure. Good to good to talk to both of you and glad to know that you’re each safe and and well in in Brooklyn and uh, suburban philadelphia. Glad you’re with us. Your NtC workshop was content strategy for donor engagement From tactics to testing, let’s start with you, Katie, what what do you feel was the need for the session. What are nonprofits not getting doing so well, they could be doing a lot better.

[00:28:57.87] spk_3:
Yeah. So we have this session this morning at the same time as we originally had planned, which is great. We were able to give it virtually. And I think what a lot of donor content strategy is missing is simply structure. I think a lot of people don’t know where to start and they’re intimidated by it and we Valerie and I provide it’s some real life examples on how you can achieve a donor content strategy that does get you closer to your revenue goals. However, the tone of the presentation changed a little bit given how the world has come to be our new reality. So we did talk a little bit about the crisis and what it means for fundraising and what it means for content strategy under a tight timeline, knowing that things are changing at a really rapid pace. So really just structure and storytelling are the things that we talked about in this morning’s presentation, which will be available for viewing later, we’re gonna have a recording available for those who weren’t able to make it. But yeah, that’s what we focus on.

[00:29:27.47] spk_0:
Let’s start with part of the a good strategy is using personas, user personas. Can you kick us off with that Valerie? How do you, how do you start to identify what persona looks like and what’s their value?

[00:29:54.36] spk_4:
Absolutely. So, a persona is really like a profile or a character sketch of someone that you need to connect with um and understanding their motivations and goals. So it’s a way of segmenting your audience. And rather than sending all of your messaging out into the ether, trying to tailor that messaging to a specific demographic or a specific group of people. So for pathways to housing P. A. We’re actually still developing what our personas look like. We have an idea of what it looks like, but we want to dig some more into the research and analytic side of things to see who exactly is supporting us right now and what um ties they have in common to help us build those profiles. I think Katie might be a little bit further ahead of us in developing this persona. So I’m gonna toss it over to her.

[00:31:18.60] spk_3:
Yeah. So uh user personas are something I’ve been doing throughout my career. I worked in an agency before I came to the Trevor project. So I was able to get a lot of industry knowledge on how we create user personas and user journeys. But what we did, when we started looking at our end of year campaign for last year at the Trevor project, we made sure we carved out some time to conduct a little bit of an audit of what our donors were looking like, Where were they coming from? What could we track? What could we track? We found out we had a lot more questions than we did answers. So in order to get user personas, something that’s really important is tracking and understanding where people are coming from and where their first and last last clicks are. So because of our ability to use google analytics and source code tracking protocol. We did get a lot of tracking during end of year that will improve what our users like going into future campaigns. But now we’re gonna be able to better tell what is actually inspiring people to give. What is the moment where they’re actually clicking that donate button. What is the first thing they’re seeing that starting their relationship with the trouble project? So that’s what we’ve been doing.

[00:31:45.74] spk_0:
What are the pieces of a persona? How granular do you get? What is it where they live to what they read or what what you give us some like depth of this thing.

[00:33:34.60] spk_3:
Absolutely. So the main important piece of a persona is to know what their needs are. So you can have a persona that’s as general as this is a donor. They need to know how to give that’s a persona. But what you’d like to do is get a little bit deeper in being able to tell what the values of that persona are. What’s what’s the name? What’s the age? What’s the key characteristics? What are the opportunities really? You know, I like to create fake names and really go into it. You stock imagery so that you can try to connect with who this person might be? You’re really giving a face to a name and a value to a person and you want to look at what donors are looking like. So for example, for the Trevor project, we have a lot of one time, first time donors and we have a lot of people who come in, they give their first gift and I’m trying to find where they’re dropping off. Right. What is causing that? So I maybe create a persona that is a one time user that’s not really convinced they want to give again a one time donor. Um, they may be young. They may be, um, like within our demographic, which is under 25 of the youth that we serve with our crisis services and suicide prevention services. Um, so you can get as granular as making and they, and an age and the demographic and the location and what devices they’re using. I think that’s a big one. Is this person usually on their mobile? Are they usually on desktop? What channels do they typically like to look at twitter? You can get as granular email. Are they just looking at your website? So you know, it should get as detailed as you can, but I would encourage people to get really creative with it. If the more details you’re able to get is just a, just a more clear picture of a donor that you’re looking to target. Just make sure it’s someone you actually want to target and not someone you’re gonna be, uh, that wouldn’t actually be coming to you? Like maybe Bill Gates isn’t going to be coming to, uh, a nonprofit website to donate. Um, but you can look at what those specific donors might look like that are more realistic for your campaign.

[00:33:56.12] spk_0:
Okay. Right. You’re, you’re basically on what’s realistic, not what your aspiration is.

[00:34:22.36] spk_3:
Yeah. To a degree, I mean, I think you can be aspirational aspirational in some facets of what you’re doing. I think it has to be somewhat grounded in in, you know, a realistic approach. We do get asked. I get aspirational myself when I’m creating donor personas. When you know, I am looking for major gifts, I am looking for people who are willing to process of 15,000 dollar credit card charge. And there are people out there that that do that. So when I do my donor personas, they may not be the number one target of my campaign, but I do want to consider what those people are interested in as well so that I can personalize content for them to the best of my ability.

[00:34:53.03] spk_4:
Yeah. The other thing to keep in mind is diversifying your donor base. So in looking at who’s giving two pathways to housing right now, they’re mostly middle aged, college educated white women who prefer facebook and giving on a desktop, um, which is fine. And that’s definitely one category of people that you would want to be supporting you. But philadelphia is an incredibly diverse city. So if those are the only people that were getting to with our messaging, then we really need to think about diversifying our strategies to build new donor profiles for people who don’t all look the

[00:35:36.72] spk_0:
same? Okay. And then once you have a bunch of personas and profile? I mean, it sounds like you could have 10 or 12 really different ones, different, um yeah, different characteristics of people, different types of people that come to you. And, and like you said, Katie, even people who leave, you know, you want to capture them back. So, so once you have these Valerie, then you’re trying to communicate to them. But how do you how do you turn your communications into targets to to these personas?

[00:35:46.68] spk_4:
So you really want to think about building content specifically for that persona? So you might be doing a campaign um that you want to hit a couple of different

[00:35:56.37] spk_3:
personas

[00:36:07.97] spk_4:
with, but you’re gonna tailor that campaign specifically to each persona and deliver the message to a specific segment of that campaign. So if you’re gonna do a mail campaign, um, you want to think about how you’re putting together that letter and what you’re writing into the letter and how you’re addressing the donors for each of the different segments for each of the different personas that you’ve put together to really help craft a message and to inspire them specifically to donate.

[00:36:32.48] spk_0:
Okay, right, like Katie, like you were saying, you know, yeah, you know what’s important to them. Um, but that stuff is, this is very uh amorphous to try to, you know, it’s not just what do they give and how much do they give? And what time of year do they give, You know, what’s important to them? What do they value? This? Is this is difficult stuff to suss out.

[00:37:10.42] spk_4:
Yeah. One thing our co presenter said this morning, Marcus was that donors are smart and they’re savvy and with the advent of the internet and all of the various channels that you can communicate with people now, they know what they want and they know what they want to hear from you. And if they’re not hearing from you what they want, they’re gonna go find someone else who’s going to provide that information and communicate to them the way they want to be communicated with. So fundraising and marketing for nonprofits right now looks very different than it did maybe 10, 15, 20 years ago, um, and, and donors know what they want now.

[00:37:24.54] spk_0:
Okay, so it’s worth, you’re trying to suss out all this amorphous information as as best you can. Okay. Um, Katie, is there anything more you want to say about personas before we move on to being multi channel?

[00:37:36.13] spk_3:
Let’s go on to multi channel.

[00:37:40.11] spk_0:
Alright, Alright. Anything I don’t want to leave anything important.

[00:37:44.66] spk_3:
Okay. I think we’ve covered the main point.

[00:37:47.19] spk_0:
Okay. What’s, what’s, what’s important about? Well, I think we all know why to be multi channel, but how to coordinate those messages? What what’s your, what’s your thinking there?

[00:39:21.81] spk_3:
Yeah, I can jump in here. So I think what people often don’t do is they don’t coordinate messages cross channel at the right time. That’s what I’ve been seeing a lot with just by industry research. I mean, I’m always looking at what everybody is doing in the space because I want to be part of the best. Uh but they say being what I’ve heard at multiple conferences is that there’s a rule of seven. Right. So as a non donor, let’s say, I’m scrolling through facebook, I need to see an ask seven times before I’m actually likely to give. So if you’re seeing that ask seven times on facebook, that means it’s seven posts. That’s kind of a lot. And that’s gonna have to be spaced out through a certain amount of days, weeks, months even. So if you’re just increasing all the channels that you’re presenting that message on. So let’s say I’m seeing it on facebook, I’m seeing it in my email. I’m seeing it on my instagram. I’m getting a paid ad for it because I liked it on facebook. That’s gonna shorten the window of which I see seven points of that call to action. So I’m gonna be more likely to give if I’m seeing it in a wider spectrum on the digital space than I am in just one channel. So making sure that you’re saying similar things, but that are custom to what the channel is providing, Like social media has like paid ads have a certain amount of characters you can use. So, um, making sure it’s optimized for what channel you’re using, but still with the common thread is really important for increasing your conversion rate.

[00:40:05.59] spk_0:
Okay, now it’s a little clear to me why I see so many ads for the uh, pickpocket proof slacks. I see them across all kinds of different channels. I’m not, I’m hardly on facebook anymore. But um, I, I see them when I go to websites and I’m reading articles and because one time, I don’t know, I, I swear it was like three years ago I was browsing through these like CIA approved slacks with 14 pockets and it’s all supposed to be pickpocket proof for something and you know, they $200 slacks or whatever, they’re, you know, but

[00:40:08.62] spk_3:
I’ve

[00:40:09.74] spk_0:
seen ever since. Yeah. And I don’t know. I’m not even sure that if I bought them, the ads would stop, maybe

[00:40:16.43] spk_4:
it’s

[00:40:17.57] spk_0:
sophisticated enough. No, it’s not right. That would be right. Because now your brother needs to pay or whatever. All right,

[00:40:23.00] spk_3:
Valerie,

[00:40:24.15] spk_0:
anything you wanna, you wanna explain about multi channel and how, how important it is to reinforce and be consistent.

[00:41:16.62] spk_4:
I think the biggest thing for me is if you’re starting from scratch and you’re really trying to develop content and put it in the right places. Um, you really want to be thinking about who your audience is on those channels. So for, linkedin, the messaging that you’re putting out is gonna look a lot different than what you’re putting out on facebook. Most people use facebook recreationally and they use linkedin for professional relationships. So the type of information that someone is seeking on linkedin or more likely to respond to on linkedin is a lot different than what they’re more likely to look for or respond to on facebook. Um so for us, we make sure all of our job listings go up on linkedin and all of our industry specific information that goes up on linkedin, um just to kind of show our expertise in the area. But when we’re posting to facebook, we’re talking more directly to people that we know are supporters of us and want to do tangible things to support us. So the messaging is different, even though the information is really the same.

[00:41:31.44] spk_0:
Okay, okay, again, you’re consistent but consistent, but but different. Maybe different format even. Um Okay.

[00:41:39.99] spk_4:
Yeah.

[00:41:52.00] spk_0:
Um I mean, there’s there’s other format, you know, content papers, white papers. Um Again, depending for the right, you know, for the right channel research, um, do either of you use um, media, uh, working in working through thought leadership in developing thought leadership in media media relationships either of

[00:42:30.91] spk_4:
you. Yeah, so there’s a local media outlet here in philadelphia called generosity and they are focused on nonprofits and social enterprises and people who are making positive impact in philadelphia. So they’re super open to having folks guest post um, or write op EDS for them. So we’ve utilized that outlet a couple of times. Um, actually just last week, um, our ceo over wrote an article about the opportunity for kindness in the era of coronavirus. So it’s something that she actually wrote to communicate to our staff members and let them know what our stance on, you know, moving forward was going to be. And we thought it was something that would be beneficial, not just to our staff but to be at large. So we passed it along to them. They posted it as an op ed and that gave us um, a little bit more bang for our buck for things that we had already

[00:42:58.94] spk_0:
written. Um, Katie, are you doing much with earned media?

[00:43:03.08] spk_3:
I am not the Trevor project is, but Katie Green is not doing that. Okay, handled that.

[00:43:10.85] spk_0:
Okay. Um, let’s talk about some, some analytics. I mean, how do we know whether we’re being successful? Uh, and where we need to, where we need to tweak or pivot Katie, can you, can you get us started?

[00:44:29.28] spk_3:
Absolutely. So analytics is very hard for a lot of nonprofits because it’s such a scientific based skill set. And you know, that’s something that when I first came onto the Trevor project, is that the first thing I implemented was our source coding protocol. It’s so important to know where people are coming from that you can actually optimize, but we a B tested and continue to A B test absolutely everything. We do it through our website, we do it through email, we do it through our paid social and to see how things work. I think really we just test absolutely everything things you think you know you don’t and that’s what I keep learning through testing is what you think works today, won’t work tomorrow and we retest everything. A time of day test for example isn’t gonna for ascend for email, isn’t gonna be the same after daylight savings. It’s not gonna be the same as the seasons change and particularly not the same now that everybody is stuck at home. So you know they’re testing and optimizing really what you know is working. It just requires retesting re optimizing and testing literally.

[00:44:35.20] spk_0:
Could you, could you give some more examples besides time of day, what are examples of things you test?

[00:45:24.47] spk_3:
Oh absolutely. So on our website we tested, we have a little um call out box with questions on our donate form. We tested the placement of that. Is it better to have it right up next to the form underneath directly on top. So the first thing people see um we test there, we test what photos we use a lot does a photo of somebody looking sad versus somebody looking more celebratory and happy. Um we test a lot of pride imagery because we serve LGBTQ youth. We wanna see if Pride imagery actually helps get our word out there. Um We test our colors a lot because our our brand color is orange which is can be very cautionary but we see you thing oh it’s your brand color. Of course everybody’s gonna always respond to it. But that’s not really the case. Like sometimes things like our blues and purples and greens when it comes to see ta buttons. Um Gosh, I mean I can tell you every test we’ve ever run. Thunder tests um using graphics versus photos on the website. Uh you know the size, the width, the height of our light boxes, the width of our donation forms the amount of buttons we have. It just the list goes on and

[00:45:51.24] spk_0:
on.

[00:45:53.35] spk_3:
I

[00:46:13.51] spk_0:
heard one that just made me think of just one small example of what riffing off what you just said was testing the text inside a button instead of just donate or like uh review or something. You know, be more be more explicit about what the what the action is you’re asking for instead of just a single word. A little little more descriptive. Yeah

[00:46:32.93] spk_3:
testing C. T. A. Is is something that we do a lot just to give people some ideas. I think one that can be really helpful when it comes to fundraising is seeing how your donors react to the word give and the word support and the word donate. So so it’s all the same thing. We’re asking you to support our mission to give to us and to donate. But those three words have very different feelings when you’re reading them on your screen. So that’s one of the biggest tests we ran. Um, but yeah, I wouldn’t recommend always testing the C. T. A. When you have a new one especially,

[00:47:09.95] spk_0:
was it, was it act blue that or or change dot org? I think maybe it’s change dot org started calling it chip in. Could you chip in? Okay. Okay. Um, um, so Valerie, can you talk us through some metrics? You’re the director of institutional advancement? What what numbers do you look for to decide how you’re doing?

[00:48:23.15] spk_4:
Uh, we look at a lot of things. So we’re looking at the click through rates on our emails and on our post actually reading to the bottom and clicking the links that we’re providing. Um, we’re looking at how many people are interacting with things that were posting on social media and whether they are enjoying it or not based on how many people are interacting with it. Um, we do a lot of surveys to do, so, talking to our donors directly and asking them what kinds of things they want to see what kinds of things they don’t want to see. Um, I know Katie is doing a lot more with metrics than we are. So, um, this is my friendly reminder to smaller nonprofits where there’s just one person trying to do all of this. you don’t have to recreate the wheel. Um, so you can look at an organization like the Trevor project that does have the staff who can look at all of these things and do all of these testing and all of the metrics and see what’s working best and they say imitation is the sincerest form of flattery. So you can look at what they’re doing and then borrow it. Um, so for an organization like me that has a smaller staff, um, we’re doing a little bit on our own, but we’re also looking a lot at what other nonprofits are doing and assuming that they’re taking the time to test things and we’re kind of, you know, copying what they’re doing because it’s obviously successful for them.

[00:48:36.00] spk_0:
How do you learn from them? Do you just create a build a relationship and then ask what, what kind of metrics do you look at

[00:48:54.20] spk_4:
sometimes? And sometimes it’s as simple as going to the Trevor project, websites donate page and seeing where they place things and what they name their buttons and what giving levels they’re putting up there. Um, because you know, you’re never gonna be exactly the same as another organization. So you definitely want to take a look at who you’re using as an example and use someone who’s doing similar work or in a similar location to you. But at the end of the day, there’s only so much you can learn through testing and after that you’re just gonna have to dive in and do something. So if you don’t have time for the testing, you can do a quick search of what everybody in your industry is doing and kind of take it from there instead,

[00:49:20.34] spk_0:
Katie, uh, since everybody’s stealing from the Trevor project, what, uh, what I assume you knew Valerie was doing this.

[00:49:28.27] spk_3:
I didn’t, but it’s, it’s such a compliment.

[00:49:31.09] spk_0:
It’s

[00:49:32.63] spk_4:
because you do a great job. That’s why we’re looking at

[00:49:35.06] spk_3:
you. Oh gosh,

[00:49:36.48] spk_0:
what do you want to add about metrics?

[00:49:59.95] spk_3:
Um, I think I just wanna reiterate Valerie’s point that there are so many nonprofits where one person is doing this. Um I’m the only person on the digital giving team. I’m the first person they’ve ever hired to do Digital giving. Um I’m still a team member of one, but you know, I do have the support of a very large marketing team that helps me with creating all of the tests that we do and anyone can tweet me email me whatever if like any nonprofit ever wants to connect. I’m always an open resource. But uh, metrics are increasingly uh important, just critical to donors, content strategy. So

[00:50:21.55] spk_0:
since you’re offering yourself as a resource, do you want to share your email and or your twitter, you don’t have to give your email if you don’t want to.

[00:50:28.72] spk_3:
Yeah, maybe twitter is probably the best way to reach me because I’m trying, I’m trying to learn how to tweet more as a digital person. I feel like I need to, that it’s at Katie Sue Green like one word, so it’s K A T I E S U E G R E N K T. Still green green, just like the color. Okay,

[00:50:51.53] spk_0:
Okay, thank you. Um it’s a Valerie, you wanna uh wanna wrap us up some some parting thoughts about uh content strategy.

[00:51:18.42] spk_4:
Sure. Um since I am kind of representing the smaller organization here, I just want to remind everybody that you’re doing everything that you can and it’s everything that you’re doing is important. So don’t try to do everything at once, really pick one thing to focus on and get to a point where you’re doing that well and comfortably before you try to add more um listening to a podcast like this or going to a presentation, like the one that we did this morning is overwhelming in the number of things that you could be doing and it makes you feel like you’re not doing enough, but you are. And just tackling those small hills one at a time is much much easier than trying to climb the mountain.

[00:52:42.29] spk_0:
That’s very gracious, very gracious advice. Thank you. Thanks very much. Um that was Valerie johnson, that is Valerie johnson director of institutional advancement at pathways to housing P A. And with her is Katie Green Digital Giving Manager for Trevor Project. Thank you very much for sharing each of you. Thanks so much And thank you for being with Tony-Martignetti non profit radio coverage of 20 NTCC in two weeks. Trafton Heckman with his book, Take Heart Take Action next week, I’m working on it. If you missed any part of this week’s show, I Beseech you find it at tony-martignetti dot com were sponsored by Turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o Our creative producer is Claire Meyerhoff shows, social media is by Susan Chavez. Mark Silverman is our web guy and this music is by scott Stein, Thank you for that. Affirmation Scotty B with me next week for nonprofit radio big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for October 31, 2022: Team Care

 

Susan Comfort: Team Care

Susan Comfort wants you to go beyond self care, which we’ve covered over the last two weeks, to team care. Yes, take care of yourself and your friends, then look after your team. She’s founder of Nonprofit Wellness, and this was part of our coverage of the 2021 Nonprofit Technology Conference. This week’s show is intentionally short, so you can spend more time taking care of self and team.

 

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[00:02:08.01] spk_0:
Hello and welcome to Tony-Martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d come down with Arsene Asus if you poisoned me with the idea that you missed this week’s show, Team Care. Susan comfort wants you to go beyond self care, which we’ve covered over the last two weeks to Team Care. Yes, take care of yourself and your friends then look after your team. She’s founder of nonprofit wellness and this was part of our coverage of the 2021 nonprofit technology conference this week’s show is intentionally short so you can spend more time taking care of self and team Antonis Take two. Endowment Panel Takeaways sounds fascinating. Were sponsored by turn to communications. I just can’t wait for that. Pr and content for nonprofits. Your story is their mission turn hyphen two dot c o I can’t wait for endowment panel takeaways and by fourth dimension technologies I Tion for in a box. The affordable tech solution for nonprofits. tony-dot-M.A.-slash-Pursuant four D just like three D but they go one dimension deeper here is Team Care. Welcome to tony-martignetti non profit radio coverage of 21 N. T. C. You know what it is? It’s the 2021 nonprofit technology conference where we are sponsored by turn to communications Turn hyphen two dot c. O with me now is Susan comfort Founder of nonprofit wellness Susan Welcome back to nonprofit radio Thanks

[00:02:10.57] spk_1:
great to be here

[00:02:11.52] spk_0:
it was roughly a year ago last aPril when 2020 20 N. T. C. Was not in person. And we talked with uh mo abdullah about coronavirus and team care.

[00:02:24.53] spk_1:
Indeed. And here we are a year later and we’re facing the same issues except worse.

[00:02:30.79] spk_0:
Yes because it’s multiplied by because we’ve been in this for over a year.

[00:02:36.05] spk_1:
Exactly.

[00:02:36.99] spk_0:
Okay. And so your topic is very very similar. Team care. Not self care building resiliency in an era of burnout should be resilience should have been resilience. Not resiliency

[00:02:50.69] spk_1:
building resilience building resiliency. I think they both work.

[00:03:08.64] spk_0:
You do all right. I think one works better than the other. All right. I have to I’m not I’m not strictly I’m only a curmudgeon. I’m not a grammarian or uh Entomology. I’m not an entomologist. I’m just curmudgeonly. Got it for some reason. I see. Billion resilience. Alright.

[00:03:12.81] spk_1:
Hey as long as you build it. I don’t care what you call

[00:03:22.79] spk_0:
we’ll get. We’ll be resilient. We’ll be resilient. All right. So uh yeah we need to keep taking care of ourselves and our teams through this and and beyond right Beyond the pandemic. We still gotta be thinking about Team care.

[00:03:27.81] spk_1:
Well let me ask you this. What does self care mean to you? tony

[00:03:31.34] spk_0:
I can give examples. Is that what you is that what you

[00:03:33.58] spk_1:
mean? Like it

[00:04:17.89] spk_0:
means uh not so occasional daytime naps. It means um a glass of wine. Maybe. No not every night but several nights a week. Glass of wine after work. It means ending work at a decent time even know, Well, even before the pandemic, my home has always been in my office has been my home for about 15 years, maybe 20 years. So, uh, but you know, so I don’t have trouble closing the door. So there’s that boundaries around time, in terms, in other words, um, there’s some examples. Walk on the beach. I live across the street from the beach and the ocean. So walks on the beach. Examples. And why do I think it’s important because I can’t, I can’t be good to other people if I’m not good to myself first. And I, I take that to heart. And I think I take good care. I mean I exercise, I eat right? I’m cautious about too much meat and processed foods and things, you know, so there’s a lot, there’s a lot that goes into it for me

[00:05:19.36] spk_1:
and we all have the same human body. And so we’re feeding it, we’re resting it, we’re hydrating it and we’re moving it. Those are physical kind of self care impetus is right that you just gave some great examples of, and we know that we’re in charge of self care, right? There’s nobody else in charge of our body. And we’re told that we’re in charge of self care. Hey, don’t forget to self care, take time for self care. Set your boundaries. Well, guess what in the nonprofit world. And in the education world where we’re increasingly working people aren’t so great at self care naturally on their own remind me of self care, but that doesn’t mean I’m going to do it or do it well. And

[00:05:20.01] spk_0:
particularly we’re working in our homes, it’s so easy to, to lose the boundaries between work and personal. That’s where you’re not allowed in, you’re not allowed in after six PM or you know, but, but if you’re not accustomed to that, you got thrown into it in an instant, there was no, there was no teachings going on in, in, in february and early March about how to do this. You got, you got slammed with it.

[00:07:25.73] spk_1:
And at first we saw it maybe as a benefit like, hey, no commute. But then we thought, ah, that commute was the one hour a day I had to myself or to listen to the radio or to listen to my book or to detach and create that boundary from work to home. Now. You’ve been working from home for a while, you’ve kind of gotten practice at this, but you’re right. Everyone else is kind of new to it. Not so good at it. And being told in a time of unprecedented stress and pandemic. Hey, don’t forget about self care when you know what, we probably weren’t good at it to begin with. And so that’s why, well that’s one reason why we focus on team care because we’re just not good at self care. And the second reason is especially in a world where we’re serving others were educating others were giving to others in the nonprofit world, we are usually, but it’s also because we’re in this unprecedented time, self care won’t cut it going back to the regular old normal we used to have isn’t gonna work, it wasn’t working then we weren’t caring for ourselves particularly well then. And it’s not getting any better with bad solutions on a new framework. So we have to take this new framework, a pandemic informed world and say, well, how are we going to do things differently next time when we return to the office is what’s going to be different when we return to our teams, how we’re gonna manage differently. How are we going to work from home differently? How are we going to communicate differently? All of these things are opportunities to reset our culture. So we, we coached teams, nonprofit schools, etcetera, how to take that world changing energy and reset your culture. So we’re actually turning our superpowers on each other, taking care of each other, which were really good at doing so that we can take care of ourselves better because having longevity in this career is crucial turnover is a silent epidemic facing the nonprofit and education worlds, some of its measured often it’s not, but if we don’t keep people in these jobs longer term, keep the relationships, keep the commitment, keep the knowledge, then we’re not going to do a very good job at educating Children are changing the world.

[00:07:49.90] spk_0:
All right. You have some resources for for us taking care of ourselves. You have a personal stress prescription and a stressor scorecard.

[00:07:59.84] spk_1:
Yeah,

[00:08:00.29] spk_0:
we can. We first of all, can listeners get these somewhere or is it something you create on your own? You don’t need a template?

[00:09:55.01] spk_1:
Well, both. You don’t need a template. We created it for you to use as a discussion tool or a self care tool, but you don’t need our form what we did and you can download it at non profit wellness dot org slash resources. What we did was put together a list of about two dozen evidence based stress relief solutions. The these are things that have been studied that are proven to both either lower your cortisol, the stress hormone is released when we’re stressed or to reset our bodily systems or to relax. S and there’s good and bad things on the list. Or quote good, quote bad, right? Like friendships you might think of as good, but some friendships are toxic right intoxication you might think of as bad. But actually you have a glass of wine some nights it’s good, you mentioned it as part of yourself care, right? But for some people it might be a challenge. Um I stopped drinking three years ago for me it was more of a challenge than a benefit. And so I cut it out because that was easiest, but everybody has to make their own decisions. Is it a glass of wine? Is it? None at all. Is that? Hey, I need to go out for happy hour more because I’m a little uptight. Like you get to make your decision on the personal stress prescription what works for you and I guarantee there’s stuff on the list. You’re already doing great, celebrate that. Do it more because that’s low barrier to entry if you’re already doing it. And then there’s stuff on that list that maybe you should pick up something new, something different, new world new strategies. And then there’s stuff on that list that you could really be doing with a team doing with somebody else and that’s going to help you actually do it have more fun, go longer. And those are the things that we need in our wellness, right? When we actually do it, when we have fun and when we go longer and harder, right? That’s what having a buddy or having a team and accountability aspect to our care. That’s what it does for us. And the research shows it. So we need team care, not self care. I mean not just self care, we need team care and self care, but we like to be a little bit polemic and say team care, not self care because we want to differentiate ourselves from everybody deciding self care, don’t forget.

[00:10:20.55] spk_0:
Alright. Alright, but we need both. Right, so these are at nonprofit wellness dot org slash resources? I did not. Now I’m bringing out my curmudgeon again that I did not, I didn’t I didn’t uh I didn’t miss that. You snuck in template, It’s template template. How do you get template Maryland? You marylanders born and raised in Maryland. I was in New Jersey weren’t that far away, but it’s template, not

[00:10:38.82] spk_1:
C

[00:10:44.06] spk_0:
U R M U D G E O N. Well, because I hustled you about resiliency being wrong if

[00:11:02.27] spk_1:
I want to talk real ball Marie’s I say would er and I say you can go down the ocean and you can walk on the beach all you want hon but you don’t have to invite me or you can have your own self. You want me to do a Maryland accent the whole time? tony I’ll do it. That

[00:11:03.51] spk_0:
sounds annoying. Um So yeah, I

[00:11:06.56] spk_1:
worked at a crab house five summers. I’ve got the Baltimore accent down pat.

[00:11:10.16] spk_0:
You worked at a crab house.

[00:11:12.14] spk_1:
Indeed a

[00:11:13.25] spk_0:
serving, serving.

[00:11:14.65] spk_1:
Yeah, yeah. Even after I was a vegetarian, I served recently killed esteemed crabs right onto your table. Dismember.

[00:11:22.07] spk_0:
Alright, so as a vegetarian, is it inappropriate for me to ask you what what what type of crab meat you believe is best for crab cakes is the lump is the jumbo lump?

[00:11:32.81] spk_1:
I’m a lacto ovo crab. Oh vegetarian so I’m authorized to speak on this matter. Of course it’s back fin

[00:11:39.37] spk_0:
back. You

[00:11:43.66] spk_1:
can put anything in the crab cake. But you want jumbo lump and very few breadcrumbs.

[00:11:45.52] spk_0:
Wait wait, wait, wait. You’re saying it’s back then and jumbo lump.

[00:11:49.37] spk_1:
Well, they’re the same thing. Jumbo lump is just the bigger chunks of back fin.

[00:11:57.51] spk_0:
Right, well, right, the lump or jumbo lump, you get a mixture back then and some lumps usually in the top of the container in the bottom of the container.

[00:12:02.47] spk_1:
If you say so, I pick my own crabs. tony If you say that’s what you get. That’s what you get. Just get the best crab meat you can buy in the biggest chunks you can. And if you’re like me, you can pick your own make your own crab suit, make your own crab cakes. Just not too much bread. Okay, it ruins the crab cake.

[00:12:26.03] spk_0:
Right? Not too much. I agree. I just made a batch with very low gluten free plank. Oh, but it was £2 of crab meat. And I think A third, maybe I guess it was 2/3 of a cup. I think of

[00:12:30.07] spk_1:
if we’re gonna be It’s Panko not plank. Oh, tony

[00:12:34.46] spk_0:
Did I say plank. Oh did I say plank.

[00:12:37.17] spk_1:
Oh, I’m

[00:12:38.66] spk_0:
gonna play this back. No, Did I say plank. Oh that’s embarrassing. I know it’s Panko.

[00:12:42.98] spk_1:
It sounded like it. You can edit that part out.

[00:13:00.00] spk_0:
Alright, I’m not gonna edit it. No, no. I called you out twice template, I’m not gonna not gonna cheat and edit out. But that’s embarrassing. I know it’s Panko. Of course, it’s Panko. Thank you for correcting me. Alright. It’s very important to know what kind of crab meat is best. All

[00:13:02.31] spk_1:
right.

[00:13:04.65] spk_0:
So, All right. So, we take so we get these resources or we just develop our own

[00:13:09.97] spk_1:
personal

[00:13:11.17] spk_0:
prescription and stressor. And a scorecard. Scorecard works with the prescription. Is that how they work together?

[00:14:11.59] spk_1:
Now? The scorecards under revision. So by the time your listeners here this, there might be a new one. We took the stressor. Scorecard which was based on the ace score card stands for adverse childhood experiences. And it’s actually a measure of childhood trauma. It’s quite triggering. But we took the a scorecard and we said, well, what’s the measurement of adult stress? There wasn’t one. So, we made one and we kept revising it and we’ve undergone another revision. Or instead of just ranking your stressors. And these are societal stressors, not work stressors. So, it might be identity related to who you are in society. It might be a circumstance related to what you’re facing right now in your life. So, a circumstance could be like a divorce or a food allergy that causes you stress an identity might be your gender, your race or your sexual orientation. That may or may not given where you are in society. May or may not cause you stress. So, if you know the score when you walk in the door, if you know your stress score from sin Society, then technically we should know who gets the most wellness resources. That would be wellness equity. If we knew who got the most stressed, then they would get the most wellness resources. But the way it is now is we give the corporate wellness resources because it’s a $7 billion dollar industry in the corporate workplace.

[00:14:29.40] spk_0:
But the

[00:14:48.96] spk_1:
nonprofit world and the education world don’t really get sort of wellness benefits or like extra help. Yet I would say that we are probably among the most stressed in society. Not only do we face a lot of stressors because of who we are and what we face in our lower incomes, but also we have really stressful jobs that are, that depend on us to literally change the world or change people’s minds and that is not the same as a bank job. Sorry. It’s just not. So we have more stress and we should get more resources than we do.

[00:16:16.89] spk_0:
We should get more resources than we do right? We, we definitely should. Yes. And at least as much as if you’re gonna write, if you’re gonna do it equitably at least as much as you see in the, in the corporate side, it’s time for a break turn to communications, the relationships, the media relationships that you want to have so that you can be heard when you need to be heard when the news merits attention on your work, your opinion of what’s happened. You need the relationships turn to can help you build them. They are themselves former journalists. So they have built relationships on the journalist’s side so they know how to do it and they know what not to do so that you don’t defeat your attempt at creating these these donor relationships. These media relationships right turn to can help you build up the relationships. So when you need to be heard you can be turn to communications. Your story is their mission turn hyphen two dot c o Now back to team care. Work

[00:17:12.30] spk_1:
hard. I didn’t go into those which is under revision is the strength the growth and the joy that we achieve from these identities and circumstances. So we actually put two scores on the new one where you can rank your stress but you can also rank your growth and joy. So for example, I’m a woman and I identify as queer being a woman and a white woman at that in society has not caused me a lot of stress but I would say some maybe a low amount of stress being queer in society has not caused me very much stress. But when I look at both of those and I think of how much growth enjoy being a woman has brought me and how much growth enjoy being bisexual has brought me as a part of the queer community that’s off the charts. I I rank much higher my growth and joy than I do my stress. And so in that way I go, hey, what a bonus that I have had this stress in my life. What an opportunity for growth and joy that this stressful thing brought me. And that puts it in a whole new frame for me I think, yeah, I face a lot of stress in my job and in my life. But look at how much I’ve grown and how much joy I get out of life. And so that’s our stressor, Scorecard revision. It’s now called the stressor and resilience scorecard because again, building resilience or resiliency is super important in a time of constant change and stress,

[00:17:47.69] spk_0:
Thank you for saying resilience first and then or or resiliency as the second alternative. Alright, so how do we then bring, I’m relentless If nothing else, I don’t let go. So how do we bring this now to a team level because it’s his team care and not self care. I’ve been wagging my finger, listeners can’t see, but I’m telling you, I’m wagging my finger. We’re distinguishing ourselves from all the all the nannies who say take care of yourself, how we convey this now to team care.

[00:18:31.65] spk_1:
Well, I’m glad your listeners can’t see us because there’s nothing better than nonprofit types wagging their fingers at other people telling them what they should do, right? Um it’s tony It’s really simple. All we have to do is talk about it. So bring a brown has many best selling books about vulnerability and shame and courage and she opines I mean the research show shows that when you are vulnerable, you inspire empathy and it’s really the height of courageousness to be vulnerable, it’s not opposites, they’re two sides of the same.

[00:18:39.93] spk_0:
Absolutely,

[00:20:15.22] spk_1:
yeah. And so if you tony are a vulnerable leader and you’re courageous enough to say, hey, I’ve been struggling with my physical health in this way. So I’m going to take walks on the beach every morning and I’m going to have a glass of wine every night because that’s my plan for self care and I want you all to support me in that by not scheduling meetings during my walk time and not making fun of my wine selection or whatever it is, right? But by talking about it, people go, oh, tony is being vulnerable with me. That means I can be a little vulnerable with him and say, well, tony I’m struggling with some things in my physical health and I would like your support on this. Whatever it is, it doesn’t mean somebody has to go on the beach with you. It just means that they have to support and know that that’s something that you need for your mental or physical health. And when we talk about ourselves, we, we become a little vulnerable, but we keep ourselves safe usually. And then other people have empathy for us because we made ourselves vulnerable and that builds trust and trust is the elusive element that so many teams are missing. And so if wellness can be kind of a shortcut to that great, But it just means we have to talk about it. That’s why we create discussion tools. We want you to be able to talk about this with your team openly vulnerably and honestly, but also like have, you know, have something to get out of it. Maybe you all could support a new direction with your team care based on your discussions. Maybe instead of, you know, pastries in the kitchen, you’re gonna have nuts in the kitchen because it’s healthy or maybe you’re gonna go for group walks or, you know, measure your steps together. Those are all physical things. But where we really get into the interesting stuff is when we talk about mental health things, which is a little less accepted at work. But that’s the most important thing of of what we’re doing

[00:20:33.61] spk_0:
okay before we get to mental health? Let’s let’s keep a little simpler. A little safer. How do we just Open these conversations just like are we are we having a meeting for this purpose or is this 10 minutes? Uh, at the beginning of a one hour meeting all

[00:22:18.09] spk_1:
of the above. So, you know, if you have a meeting about it, then that sounds like a wellness committee and that would be great because a wellness committee could definitely, you know, be a diverse group of voices that pushes the agenda forward rather than like one yoga nut in the office, which is who I used to be, right. But if you don’t have time for a wellness committee or you’re not ready for a wellness committee yet. No problem. Just at the beginning of every meeting, maybe you ask a checking question that has to do with health. So like what did you do already today to support your mental or physical health? That’s a quick check in question. And people will think about, what did I do today? What does walking my dog count? Maybe walking my dog counts as physical and mental health. Yeah. Walking my dog. I’m gonna walk my dog more because that’s really good for health, right? It makes them think about things in a different way and it makes them share. Maybe people didn’t know you had a dog. Maybe somebody would like to go for a dog walk with you. Maybe somebody, you know, would like to bring their dog into the office and they know that since you have a dog, you’re going to be more open. And I mean there’s many directions these conversations can go, but you just have to open it up. So it’s usually like a checking question or maybe a lunch and learn or a brown bag lunch where everybody could talk about these things, but I would say set and set a topic. Um maybe it’s nutrition. Maybe it’s some specific aspect of nutrition. Maybe it’s movement. You know, these are things that are safe and yet they affect our mental health. So if we start talking about physical things that affect our physical health, then we’re going to start to get into, well, you know what, when I take, when I exercise, I feel happier. Well, that’s mental health. And so you’re gonna start talking about mental health, even though you’re talking about how you’re feeding, moving and resting your body, which is physical.

[00:22:29.57] spk_0:
Mm Okay, by the way, if you were the yoga nut, then I guess you would have been pushing up against me the curmudgeon if we would have been in the same workplace.

[00:22:39.23] spk_1:
But

[00:23:13.65] spk_0:
I’m not, you know, this is a recent, a recent um, revelation for me that I’m a little curmudgeonly. I see it in my neighborhood. Like, you know, my, my neighbor across the street has has a big piece of construction waste in a role that that, that the garbage people are not gonna pick up because it’s been there for over a week. You have to put your garbage in a can. It’s gotta be, it’s gotta be an authorized can with wheels and it’s got to face the right way, but they’re not gonna pick up this guy’s big tarp, but he leaves it out there, you know, that that bothers me looking at it right now. It’s annoying. It

[00:23:15.46] spk_1:
sounds like it causes stress. Well

[00:23:17.71] spk_0:
it shouldn’t be there. It’s not part of it is the injustice of it because he knows it’s not gonna get picked up. It’s been there over a week and we have garbage pickups every monday and friday. So it’s not going if it didn’t go the first day, it’s not going the next or the next after after that. So it’s the injustice of it. I I follow the rules he should do.

[00:23:36.19] spk_1:
I think neighborhood,

[00:23:54.70] spk_0:
neighborhood beautification, you know, put that tarp out there on a big role, may be the next neighbor will put a little load of concrete after he after he takes his grill out of the concrete slab that has been in and he leaves a little two ft chunk pile of broken concrete there

[00:23:56.26] spk_1:
goes the neighborhood

[00:23:57.32] spk_0:
liberties and then the next and the next next thing I have to sell my home

[00:24:13.58] spk_1:
that would be terrible. Hey, get a big piece of chalk and create some sort of art out of that rolled up tarp. Maybe it’s a caterpillar, maybe you write a note on the street in chalk like I don’t know, I can’t think of a

[00:24:16.68] spk_0:
that

[00:24:17.43] spk_1:
that would be curmudgeonly. You

[00:24:18.68] spk_0:
want that kind of

[00:24:25.57] spk_1:
hilarious. You used to be a comedian. Be hilarious. tony something funny, make them laugh, you

[00:24:57.43] spk_0:
know what I was laughing about recently. I learned. David Sedaris has a home in my town and a lot of people in town have pretentious names on their homes. Like when I moved here it was seven seas. I had that the first thing I had a contractor to rip that stupid seven seat. First of all, it’s the atlantic ocean, it’s not a C. So it’s misnamed and second of all these names are pretentious David Sedaris has his house name is C Section. How good is that? How brilliant is that? Go right to the heart of the pretense. And I, so if I had thought of C section, I would have had a contract and make those letters but he took that one. But yeah, you’re right. I could put something in chalk. I have chalk too because I have uh

[00:25:14.12] spk_1:
Laughter out loud is one of our top 12 immune boosters. We

[00:25:19.16] spk_0:
just

[00:25:38.70] spk_1:
topic because laughter laughing out loud actually is one of the 12 immune boosters that are masters of public health interns research to find the cheap easy, Absolutely. Scientific based immune boosters and laughing out loud is at the top of the list. So you will boost your immune system and everybody on the street if you can figure out something funny to do with that rolled up tarp, I will follow up with you tony to figure out what it

[00:25:47.00] spk_0:
was. Okay, the caterpillar is a good idea. I’ll keep, I could make it a big turd but that’s kind of

[00:25:54.04] spk_1:
yeah,

[00:25:55.24] spk_0:
you know like

[00:25:56.21] spk_1:
dinosaur turd, you know like make up north Carolina dinosaur breed and say like this is the ancient, you know,

[00:26:03.79] spk_0:
it’s a fossilized brontosaurus turd.

[00:26:06.87] spk_1:
Exactly.

[00:26:08.24] spk_0:
You’re

[00:26:09.41] spk_1:
getting there. You’re getting there.

[00:26:10.45] spk_0:
I’m amusing myself not. You know, I’m sorry. But that’s the wellness. Alright.

[00:26:15.17] spk_1:
Just did it did it for yourself. Right then. It makes you laugh rather than making you stressed out.

[00:26:20.09] spk_0:
Okay. But I’d like something for the community to be able to chuckle at two.

[00:26:23.98] spk_1:
So

[00:26:24.43] spk_0:
All right, this is not

[00:26:27.35] spk_1:
or anything but your tony-martignetti and that’s not

[00:26:48.79] spk_0:
right. Okay. I write I know my place. I know my place. All right. So this has turned into an individual mental health exercise which is not supposed to be so But this curmudgeon thing is just evolving in my mind about how I’m you know, traditions, there’s importance around laws and tradition and you know, so human. I might have clashed. Uh But I wasn’t curmudgeonly when we would have been in the same workplace. This is only within the past few weeks. I’ve come to this revelation

[00:26:57.95] spk_1:
blame it on the pandemic. That’s what we’re all doing

[00:27:01.28] spk_0:
many

[00:27:02.07] spk_1:
bad personality traits on your lifetime

[00:27:05.77] spk_0:
practice. It’s a lifetime practice, right? It is

[00:27:09.41] spk_1:
absolutely.

[00:29:41.20] spk_0:
So, you know in this phase I have curmudgeonly maybe in six months or six years. I’ll be out of it. It’s time for a break. Fourth dimension technologies. I. T. Infra in a box. It’s the I. T. Buffet. You go through the line. you take what looks appealing to you what fits within your budget, what fits within where you are technology wise like help desk security assessment, planned planning and budgeting, moving to the cloud and there is more on the buffet line. You choose what works for your nonprofit, leave the rest behind. You needn’t buy it, you needn’t pay for it. That’s for D’s I. T. Infra in a box. Fourth dimension technologies tony-dot-M.A.-slash-Pursuant as you know It’s time for Tony to take two. The long awaited endowment panel takeaways. Yes I was part of an endowment panel about a month ago or so graciously hosted by an ex unite uh part of nexus marketing. And this panel was called endowment excitement, fundraising and management. I was the fundraising part. And the other three folks were the management part. Either the fundraising part is very shallow because only 1 to 3 ratio or it takes three of them to equal the uh prowess of the fundraising Panelist. Well I’ll leave that to you for you to decide. And the way you can decide is to read the takeaways that I have on the blog. The panel takeaways you will find at plant giving accelerator dot com plan Giving accelerator dot com And you click blog and the takeaways are right there That is Tony’s take two. We’ve got just about a butt load more time for team care with Susan comfort because this week’s show is shorter so that you can do the care that Susan is talking about, you have some skills like you your your workshop identified but you have some like skills we can practice. Yes, you’re stressed for our teams and ourselves. Yes,

[00:29:51.99] spk_1:
I think this is a really good one. This is a really good one. Okay, so what I want you to do is look out the window and anyone listening, just look out the window right now, Tony is going to be looking at a giant tyrannosaurus turd across the

[00:30:01.49] spk_0:
alright.

[00:30:02.98] spk_1:
And uh you want to name five things you see out the window besides the brontosaurus turd, tony go

[00:30:17.91] spk_0:
the ocean, the walkway, the the little wooden walkway to the ocean. My neighbor’s homes who I don’t know too well I’m a little curmudgeonly and there’s my, my front yard landscaping which I’m very proud of.

[00:30:26.27] spk_1:
Excellent. What’s one of the parts of the landscaping? That’s number five.

[00:30:31.73] spk_0:
Oh the mexican petunias, They’re just starting to bloom

[00:30:34.90] spk_1:
awesome.

[00:30:35.70] spk_0:
Well grow, they’re not blooming yet but they’re growing out of the ground green.

[00:31:08.58] spk_1:
You can see that their roots have taken hold. So that’s, that’s part of a mindfulness exercise where you name five things, you can see four things you can touch three things you can hear two things you can smell and one thing you can taste and it’s a, it’s an anxiety arresting exercise where if you’re feeling anxious, you’re worried about stuff you’re thinking into the future. You’re worried about the past. You come back to the present moment and how do you do that? Five things you see four things you can touch name them. Touch them. See them, say it out loud. That will bring you back to the present moment forces you because you’re engaging all five of your senses.

[00:31:21.19] spk_0:
Yeah.

[00:32:15.28] spk_1:
And that’s the best thing we can do for our mental health is be mindful. The second best thing is to move our bodies because moving our bodies trains our brain and so being mindful, being more mindful, being better mindful. These are all things we can do are things we can all do, being more movement, having better movement. Being movement oriented. These are things we can all do no matter how much we move, no matter how much we’re meditating or mindful. But mindfulness is just being aware of the present moment, but it takes us out of that worrying cycle, it takes us out of that rumination, prefrontal cortex and actually forces us to be in the present moment, which is a huge skill. I practice it every day for seconds per day. I’m I’m aspiring to get up two minutes. You know, just being mindful, Being present. That is a huge skill that I have been practicing a ton and that is a relief that I don’t have to become a meditator. I can just be a mindful person. What a relief. I don’t have to sit and meditate. I can just be mindful.

[00:32:24.14] spk_0:
Would you count down the five again please. Five things. You can

[00:32:27.19] spk_1:
see more things.

[00:32:30.60] spk_0:
You can touch, three

[00:32:35.80] spk_1:
things you can hear. Two things you can smell and one thing you can taste.

[00:32:40.65] spk_0:
Okay,

[00:32:42.18] spk_1:
so

[00:32:42.58] spk_0:
you

[00:32:44.90] spk_1:
just start in the moment like, oh I have a, you know old coffee taste in my

[00:32:50.77] spk_0:
mouth. It’s

[00:32:51.76] spk_1:
just that moment. That’s what I’m experiencing in this moment right now, you know?

[00:32:56.86] spk_0:
Yeah.

[00:33:12.79] spk_1:
So the skill that I would ask everyone to practice is just being present, just taking a present mindful breath several times a day. We take 20,000 breaths in a day. So try and make like three of the mindful ones, maybe 10. You know those are skills we can always practice and always improve and they’re actually good for your brain. It’s not just like woo, yoga teacher stuff.

[00:33:21.51] spk_0:
I like being mindful around food that I’m actually tasting it. I’m enjoying the texture smell. I like to I can smell the food before I taste it so that I get an extra sense of taste because the the aromas wafting over my palate.

[00:33:39.45] spk_1:
Yeah, like food. Like I’m going to have some sort of chickpea thing for dinner and I’m anticipating those chickpeas, you can cook the food mindfully and like be in the moment while you’re cooking and appreciating those textures before they get soft in the oven or you know, just all of the moments of food. It’s not just smelling it and eating it. It’s the anticipation, the preparation, the cleaning up the discussion about it, the laughs that you had over the meal. Like if you could be present for all of that, amazing.

[00:34:10.57] spk_0:
If we spend a little more time, I’ll give you your own your own show on non profit radio you don’t have to be. We’ve already been like a half an hour because I went on a diatribe about homogeneous and third and we turned it into a personal thing for me. Well, I’m the center of the universe. So I think that’s appropriate. We

[00:34:27.41] spk_1:
all are the center of the universe. In fact, we all are of our own little universe. Amazing.

[00:34:34.31] spk_0:
Oh, so that’s not so that’s not.

[00:34:38.97] spk_1:
But that’s why people love talking about themselves because they’re the center of the universe. And if you ask me a question of myself about myself. Well, thank God, somebody noticed that I’m the center of the universe. I would love to tell you about my food or my exercise or when I am most present. Yes, I would like to tell you about that because I love talking about myself. We all love talking about ourselves in some way.

[00:34:59.04] spk_0:
We do some, some of us more than others,

[00:35:01.26] spk_1:
some more than others. You know, you could just go on clubhouse and do your show their tony Have you thought about that,

[00:35:06.57] spk_0:
know what is clubhouse?

[00:35:08.70] spk_1:
Well, that’s a that’s a topic for another day. It’s an infant only iphone only app that is sort of taking over the social media world.

[00:35:30.37] spk_0:
We live obviously dated myself. I’m 59, so I’m not hiding. So I’m not familiar with clubhouse. Um, let’s see. Well, Alright, where can we spend a little more time? Susan comfort. Um, I don’t know. You tell me you’re the, you’re the person who thinks about this all the time. I only,

[00:35:35.50] spk_1:
I think everybody should stop listening and go outside and take a walk there listening while at

[00:35:41.30] spk_0:
the end of it. Don’t stop now. Keep listening until the end.

[00:35:44.53] spk_1:
No, you should stop. Stop now. There’s nothing of value coming later. Stop now. Turn it off. They won’t really tell me

[00:35:51.26] spk_0:
you’re killing my show. They’re not going to

[00:35:53.46] spk_1:
turn it off. They’re addicted to you.

[00:35:56.81] spk_0:
I

[00:35:57.00] spk_1:
can’t wait to see what curmudgeonly thing you’re gonna say next.

[00:36:01.61] spk_0:
Alright, so what do you want people to do? Stop,

[00:36:13.42] spk_1:
I want, I want to stop the interview. I want people to go actually take care of themselves, but in a team because that’s what I’m talking about? Team care, not health care. No, we usually end our trainings 10 minutes before the hour because we don’t want people to be back to back to back with meetings all day because then guess what? You don’t have any time to take care of yourself? So if anybody ever asks me if they like, do I have any other questions or what else should we do? I say we should stop doing this thing and go take care of ourselves. Go outside and take a walk on the beach. tony

[00:36:35.98] spk_0:
Okay, I’m gonna end the show which you so put together with the little sponsor message I have to put in and my tony take two and a blah blah blah. This is gonna be about a 36 or 37 minute show and usually they’re more like 45

[00:36:52.88] spk_1:
40

[00:36:55.62] spk_0:
five. I’m cutting myself short. No, they’re more like 50 to 50 to 60 minutes is 5050 50

[00:37:00.94] spk_1:
I have to say I can talk about this stuff for hours.

[00:37:04.31] spk_0:
No, no, no, we’re taking your advice now.

[00:37:15.97] spk_1:
No, I’m just saying have me back people can go listen to me on youtube, whatever, but you don’t need me. People need to go take care of themselves tony you’re keeping them from it. You

[00:37:17.91] spk_0:
were just teasing You were just teasing saying I can talk about this forever. I’m saying no,

[00:37:22.30] spk_1:
he said shut

[00:37:22.83] spk_0:
it off. So we’re shutting it off. Alright, we’re building this show around your advice. Alright, great. Susan comfort. Your pronouns, what are your pronouns

[00:37:33.64] spk_1:
she her and

[00:37:46.22] spk_0:
next time. Okay, I understood some of that. Susan comfort founder. non profit wellness, you can get the resources that you talked about the personal stress prescription and the new updated stressor and something else? Scorecard,

[00:37:57.54] spk_1:
resilience,

[00:38:00.66] spk_0:
stressor and resilience not resiliency score card at nonprofit wellness dot org slash resources. All right, Susan, thank you very

[00:38:08.42] spk_1:
much. Hope to talk to you soon again on the beach.

[00:39:13.61] spk_0:
I’m sure you will. I’m sure you will. Thank you. And thanks to each of you for listening to nonprofit radio coverage of 21 NTC, the 2021 nonprofit technology conference next week. It will not be a replay of the fermentation show. I give you my word if you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com Were sponsored by turn to communications. Pr and content for nonprofits. Your story is their mission turn hyphen two dot c. O. And by fourth dimension technologies i. Tion for in a box. The affordable tech solution for nonprofits. tony-dot-M.A.-slash-Pursuant four D. Just like three D. But you know, they go one dimension deeper. Our creative producer is claire Meyerhoff shows social media is by Susan Chavez. Marc Silverman is our web guy and his music is by scott stein. Thank you for that. Affirmation Scotty B with me next week for nonprofit radio big nonprofit ideas for the other 95% go out and be great

Nonprofit Radio for September 19, 2022: The Tech That Comes Next

 

Amy Sample Ward & Afua Bruce: The Tech That Comes Next

Social impact orgs, technology developers, funders, communities and policy makers can all do better at technology development, argue Amy Sample Ward and Afua Bruce in their new book, “The Tech That Comes Next.”

 

 

 

 

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[00:02:21.94] spk_0:
Hello and welcome to Tony-Martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d bear the pain of pseudo ag raffia if I had to write the words you missed this week’s show the tech that comes next social impact orgs, technology developers, funders, communities and policymakers can all do better at technology development for greater equity, argue Amy sample Ward and Bruce in their new book, The tech that comes next tony take two heading to the Holy Land. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o and by fourth dimension technologies I. T. Infra in a box the affordable tech solution for nonprofits. tony-dot-M.A.-slash-Pursuant D Just like 3D but they go one dimension deeper. It’s my pleasure to welcome Amy sample Ward returning she’s the ceo of N 10 and our technology and social media contributor there at AMY sample ward dot org and at Amy R. S Ward and to welcome Bruce. She is a leading public interest technologist who has spent her career working at the intersection of technology policy and society. She’s held senior science and technology positions at data kind, the White House, the FBI and IBM She’s at a few a underscore Bruce who is a F. U. A. Together they’ve co authored the book the tech that comes next how change makers, philanthropists and technologists can build an equitable world. Their book is at the tech that comes next dot com. Amy welcome to nonprofit radio Thanks

[00:02:26.04] spk_1:
for having us.

[00:02:27.35] spk_2:
I’m glad to

[00:02:28.07] spk_1:
hear what you

[00:02:29.25] spk_0:
think both of you for the first time. Very nice to meet you. Glad to have you.

[00:02:34.51] spk_2:
I’m so excited to be here.

[00:02:53.06] spk_0:
Thank you, excited. That’s terrific. You may be more excited than I am. I don’t know, but I know I’m very excited. I’m very pleased. I already said I was pleased, excited. Is excited is even better than pleased. Thank you. Uh let’s start with you since people know AMY sample ward voice. Um I feel like we should start with a definition of technology the way you to see it.

[00:03:45.79] spk_2:
Absolutely technology can mean many things to many different people and even when people just simply hear the word of technology here, the word technology contra and hope of the future and assistive devices that may transform our world, but it can also bring up feelings of in trepidation and confusion and so in the book, when we talk about technology, we define it very broadly as to what our tools that exist to help us really exist in the world. Um and so this can be anything from digital systems and websites and like AI for example, but it’s also more basic things such as you know, pay deeper or other tools that are just used. And so we define it extremely broadly in the book. The focus of the book does focus on digital technologies though and really looking at adoption and use and development of digital technologies especially as it relates to the social impact sector

[00:04:07.28] spk_0:
and what what troubles you about our relationship to technology?

[00:04:36.38] spk_2:
Um, well I am an engineer, a computer engineer specifically. And so I love technology. I love being in technology. I love doing all sorts of things with technology. I love designing new ways to use technology and figuring out how to design technology to support new ways of interact that we have. I think one of the things that

[00:04:41.22] spk_1:
does

[00:05:34.13] spk_2:
give me pause though is how some see technology or some try to position technology as the be all and end all the magic solution that we could have to solve all of our problems. And that if we simply find the right technology, if we simply insert technology into any societal problem that we’re facing, that that technology will magically fix whatever we have been facing. And that’s simply not true technology not a natural phenomenon. It is something that we could create. It’s something that we should be intentionally creating to minimize bias to make sure that technology is developed and used in inclusive ways and really does enhance what we want to do as humans, which is hopefully live well together in community. Um and not just be used as some big tool to force uh different, often um different, often disproportionately impacting outcomes

[00:05:45.54] spk_0:
and you have a lot to say about development specifically more more equitable development.

[00:07:43.75] spk_2:
Yes, absolutely. Um I think equitable development of technology is something that can and should be continuing to grow. I think historically, especially when we look at the past several decades of the rise of digital technologies and technology more broadly the um the power, the money, the education has been concentrated in one group and a lot of other groups, it includes a lot of historically underrepresented or overlooked communities um based on ethnicity, based on gender identity, based on sexuality, based on ability, physical ability, mental ability or more um have really been left out or forgotten about. And so when we talk about a more inclusive design process and more inclusive development process for technology, we’re talking about one being more inclusive to who is actually allowed in the room when we talk about technology design. So who do we see as capable of being technologist um and who have who has those abilities to engage that way, but also recognizing that because technology does not exist alone, but because technology doesn’t exist in a vacuum, because technology can’t magically solve all of our problems on our own. Even if you’re not a technologist, you should be at the table in some of these design conversations because you are part of communities that have needs and those needs should be articulated at the start of the design process. You might understand a particular subject matter. I think in the book we talk about using technology in the education space, in the food space in other spaces as well, you may have some of that knowledge that is critical to making sure that the technology supports the overall goals of those sectors. And so it is important that as we think about being inclusive in developing technology, we make space for not just different types of people who are able to be technologists, but also different types of expertise that we need in that developed process.

[00:08:09.00] spk_0:
So you’re not so pleased with the model where rich, privileged white males develop technology develop, identify what’s going to be solved and how best to solve it. I I assume that that model is not working for you.

[00:08:27.26] spk_2:
I would say I would go even further than

[00:08:30.25] spk_0:
going out and

[00:08:30.92] spk_2:
it’s not working for most of us. Um so it is not working for most of us to have the power concentrated in that

[00:08:52.64] spk_0:
way. Okay. And in fact, uh someone see, I don’t know who wrote which sentences, but somebody wrote. We can’t continue to perpetuate the belief that those with the most money know best. I don’t know, maybe your editor put that in. You may not even be one of the two of you. I don’t know. Maybe

[00:08:57.13] spk_2:
I

[00:08:58.76] spk_0:
trust

[00:09:36.43] spk_2:
me amy and I spent many, many hours on many, many aspects of writing and editing to make sure that what is in the book. We both stand behind. And so absolutely with that sentence. Something that I think we we both stand behind. Um We can’t let you said we can’t let one small population in this case rich privileged white men be the ones who design all of the technology and decide all of the outcomes for everyone. We really need to. And in the book we talk a lot about how it’s so important, why it is so important to go back to communities and communities who understand their needs to understand their priorities and let communities drive that process. That would then include um policymakers. That then includes funders that that includes um technologists themselves and that includes

[00:09:53.21] spk_0:
uh

[00:09:54.53] spk_2:
the leaders and employees at social impact organizations.

[00:09:58.85] spk_0:
Another aspect of it is that just what’s what problems get solved? What what what gets attention?

[00:10:06.18] spk_2:
Absolutely. And um I think we have lots of ideas on this, but I have been talking for so long. Um I would love to pass it.

[00:10:29.88] spk_0:
We’ll get a simple word gets amy sample Ward will get their chance. Okay. Um Alright, if you insist for All right. Um Okay, if we have to go to Amy Now. All right. Uh You say somebody wrote this sentence. Uh Exactly related to what I was just saying. We dream of community centered work that builds from community centered values and there’s a lot of emphasis on going back to values. Um Why don’t you uh just sort of introduce us to the some of those values amy

[00:14:05.53] spk_1:
sure. Happy to. um I think that you know one thing we say in the book and we’ve we’ve enjoyed getting to talk to a lot of groups about since the book has come out is that everything we do as people is centered on values, but often times we don’t talk about them, we don’t make sure that our values are aligned when we start working on something. And so then those values become a some and I think we’ve all heard many different puns about what happens when you operate on assumption. Right. And so that’s that’s kind of part and parcel of also assuming that the only people that can make technology are people with certain degrees or that have a certain amount of money or that you know look a certain way. Um again that that’s those are values that we’re not talking about and that we need to talk about so that we can be really intentional about what we want to focus on. Um and in the book, you know of who has already been speaking to some of those values that there’s important role and we need to prioritize lots of different lived experience as an important part of any technology project. Um that a lot of different people should be involved in every single stage of that process, not like at the end, once we build something and we like pull the pull the little cover off and are like today we built it, what do you think there should be no pulling the cover off? You know, everyone should have already been part of it and known it was being built this whole time. Um but also values that I think are important to can it name early in the conversation around accessibility, so much of the barriers and the walls around technology projects that are there, you know again, whether people are talking about them explicitly or not that are maintaining this this false reality, that only certain people can be involved are coming from a place of saying oh we speak a certain way we use these acronyms. We we talk about things without slowing down for other people to be involved. So what does accessibility look like? Not just that a tool could be used with a system of you know devices but really that you are not using jargon that you’re making sure things are being held at the time of day when those folks that you want involved can be there. Um that child care is provided that your user group meetings, you know every level that you are operating in ways that really do make things accessible to everyone. Um and I think another value that we like to talk about early in conversations is the book is kind of a big idea like the world is not the world we have right now, like what if it was not this, what if it was equitable and just and wonderful. Um, and I know you want to talk about the illustrations colorful uh, you know, so to get there. It’s not like two steps. It’s not okay. That’ll be on like the 2024 plan, right? It’s a lot of work. And so technology and the relationship and expectations we put on it just like social change are that we can make incremental right now immediate changes and at the same we can be working on really big changes. The shifts that get us to a very different world that we have to do both. We can’t just say, well let’s live with harmful technologies and and harmful realities until we can all of a sudden just change over to the like non harmful one. Um, you know, we need to make changes today as we’re building for bigger change.

[00:16:31.93] spk_0:
It’s time for a break. Turn to communications. They have a bi weekly newsletter that I get. It’s called on message and they had something interesting in the, in the last one, it was five ways to find the timely hook and I’ve talked about news hooks with them that can be a great opportunity for you to be heard when there is some kind of a news hook. So how do you find these timely hooks, couple of their ideas track recognition days and months. I just did that in august, it was national make a will month and I did a bunch of content around that and there was, you know, there are days and months for everything like pickled day and a lot. So you can search for, you can search for the the recognition days and months, find something that fits with your work. Another one was just staying current with the news. They said they were gonna send their e newsletter on the day that queen Elizabeth died but they thought better of it because you’re not gonna be able to get people’s attention. People are just gonna be deleting emails more rapidly because they’re consumed with the death of the queen. So they held off a day or two. Um, and tying to a trend is another one that they suggested. Uh and they give the example of when um including salaries in job postings was trending and they used the example of somebody who actually wrote contrary to that idea. But it was timely because it was something that lots of people were talking about. So there’s a couple of ways of identifying the hooks, You can get their newsletter on message. Of course you go to turn hyphen two dot c o. Turn to communications. Your story is their mission now back to the tech that comes next. How is it that technology is not neutral? Amy

[00:16:36.71] spk_1:
well,

[00:16:37.09] spk_0:
humans, humans,

[00:17:26.74] spk_1:
I don’t think humans have the capacity to be neutral. And we are the ones creating technology. I mean even before digital technologies. You know, the number of um, pieces of farm equipment that could be considered technology, you know, humans built those that kill people who are left handed because the tool was built by right handed people to be used with your right hand, right? Like there’s there’s not a lot of evidence that humans can be neutral. And so then you add to that that we’re building it with a often very small group of people not talking about values for something that is meant to be you know, used in a different context with different people. It’s it just doesn’t have the capacity to be neutral. Let’s

[00:17:43.78] spk_0:
take something that’s so ubiquitous. It’s an easy example. Let’s take facebook. How is so somebody’s facebook is there, you can use it or not use it. How is that not just a neutral entity sitting there for you to use or not use,

[00:19:31.46] spk_1:
I mean you are welcome to use or not use facebook but just because you have the choice to use something or not use, it doesn’t mean it’s neutral. The platform is collecting your data is selling your data is deciding whether and how you can use the tool to connect with other people or to create groups, right? It is not allowing you the control over how your data and and use of the platform goes. So it’s kind of a false choice really. Um and for a lot of people, it is very much a false choice. There. There isn’t the feeling that they cannot use it if it’s the only quote unquote free tool that they could use to find certain resources or to otherwise, you know, talk and stay in communication with certain people, but at what cost, you know, and I think that’s the kind of conversation we’re trying to spark in the book is technology isn’t neutral, we just accept that and then we say and so at what cost at what harm are people having to make these choices around how they navigate technology? And we we have never presupposed in this book or in our lives that facebook or any other platform is going to necessarily make the choices that are best for the community and that’s why policymakers have an entire chapter in the book. You don’t need to be a text specialist or have a who is you know, technical background to be a policymaker that’s making smart protective policies that for users we need to say, hey people should be able to access and protect and restrict their data. Let’s make some policies around that. Right? Because the platforms are not going to make that policy themselves that that restricts them. Um and so I think again, all of these different groups together, get us to the tools that we need and not just the technology developers themselves,

[00:19:56.28] spk_0:
a few anything you want to add to that. Uh My my question about why facebook is not a neutral tool.

[00:20:50.18] spk_2:
I I think Amy gave a really good overview as to why technology and facebook in this case is not neutral. I think um you know, a lot of people now you’ll hear say they algorithm made me see it, the algorithm didn’t make me see something and that just also goes to the fact that someone has programmed the algorithm, someone has decided what will be given more weight or what will be given less weight, what will be emphasized won’t be emphasized. And so that then drives your interactions and the biases that the programmers have or the stated goals that the owners of the platform have then get seen to encoded into the technology that you use, whether it’s facebook or any other platform that then can affect how you interact, even if you do decide to often to using the technology as Amy mentioned, you always well not always, but you often have a choice as to which technology you want to use, what platform you want to log into, you want to engage with or not, but once you’re there, your choices are often limited in ways you might not realize because of the fact that technology is not neutral.

[00:21:20.02] spk_0:
We’re getting into the idea of oppressive systems which which the book talks about for you wanna explain. So, facebook may very well be an example, but what what what what’s oppressive systems generally,

[00:23:01.71] spk_2:
you know, I think one of the underlying themes of our book is that technology can really be used to enhance goals and to sort of enhance missions, and we argue in the book that we want to, you know, social impact organizations, especially communities to find ways for technology to enhance their mission, to help them accomplish their goals more often. But the reality is that technology again sits on top of people because it’s created by people and so to the egg extent in which extent to which um there are oppressive systems and society, whether that’s around how people get jobs or access education or access other resources, um that is then I can just be translated into the technology systems that then help facilitate our lives. It’s the same principles for different sort of outdated policies that have been rooted in unequal access. For example, if you just take those policies and write code then um that directly relates to policies, the new system, this technical system you’ve created has those same oppressive oppressive aspects in that system. And so again, when we talk about designing technology does need to come back to what communities are we designing for? Are we talking to them? Are we letting communities really drive that work? And through the development process are we really keeping in mind some of the historical context, some of the social context, some of the knowledge about biases and how that appears in different technology and what ties doesn’t have to how organizations function and how policymakers do their work, Um what we need to be funding to make sure that we have the time and the money to invest in a more inclusive process.

[00:25:40.82] spk_1:
I just want to add as I was talking about that um, and kind of trying to like hear our own conversation while while we’re in it and to share the reminder that while of course like facebook is this giant huge technology platform. Um, we are also talking about technologies that nonprofits make, you know, an organization that decided to have their staff or hire a web designer to help build something on their website that allowed users to complete their profile or to donate on their website. All of these things that organizations are doing with technology is also developing technology, right? It also needs to be inclusive. It should also have a lot of your community members and users part of that process the whole way, right. This isn’t just for for profit giant tech companies to hear this feedback, this is everyone including the way we fund our own technology inside of organizations, the way we prioritize or build or don’t prioritize or you know, don’t build technology and when we, when we think of it that way and you know, it’s just so easy, I think or I think it is easy to to say, oh my gosh, facebook is an oppressive platform, all of these things are horrible. It’s done all of these things. We can, you know, we could search for news articles from a decade of issues, right? But that kind of shifts the attention. Um, and acts like we as organizations don’t have any blame to share in that not that we’re sharing in facebook’s blame, but like we too are part of making not great decisions around technology, you know. Um there’s an organization that I I experienced this as a user on their website and had to give them some feedback that there they collected demographics as you’re creating your profile super common to do right? Um, their race and ethnicity category for like all humans that would answer this category only had four options total of all of the races and ethnicities in the world. There were four. Not one of those options was multiracial, not one of those was other. Let me tell you the thing you didn’t list here, right? You had to pick required question with four radio

[00:25:52.25] spk_0:
buttons.

[00:26:29.98] spk_1:
That’s that is that is harmful, right? Like you and maybe there was a good reason, not a good reason. Maybe there was a reason that you felt, you know, your funder makes you report in those four categories. I totally understand how hard it is to like manage your work as well as meeting all these funder reporting requirements. That’s something we talk about the book that is an issue. We need to go fix funders reporting requirements, but just because a funder says give us state in these four categories does not mean those are your four categories right? You have an obligation to your car community to be better than that. Um, and so I just want to name that as an example that we’re not just taking the easy route of complaining about facebook, which I would love to do for like five more hours.

[00:26:41.44] spk_0:
No facebook is not even facebook is not even,

[00:26:43.71] spk_1:
you know what I mean? Also trying to name it as something we’re doing inside our organizations to

[00:28:58.50] spk_0:
your example reminds me of the example you cite from jude shimmer who says, you know, she’s filling out a donation, they’re filling out a donation form and there’s no mx option. It was mr mrs Miss, I guess no mx um, by the way, you had several nonprofit radio guests quoted in the book, Jason sham steve hi jude. So I’m glad non profit radio brought these folks to your attention. You know, elevated their voices so that you, you became aware of them because you would not have known them outside. Well that’s elevating voices. That’s exactly exactly right. It’s time for a break. 4th dimension technologies, technology is an investment. Are you seeing this? You’re investing in staff productivity, you’re investing in your organization’s security donor relations because you’re preserving giving and all the actions and all the person’s preferences and their attendance and things. So you’re certainly investing in your donor relationships, uh, in your sustainability. So because technology is gonna help you preserve your mission into the future. So I don’t want to just throw something out and then not explain it. So see technology as an investment, fourth dimension can help you invest wisely. So, uh, make those savvy tech investment decisions. You can check them out on the listener landing page at Just like three D. But you know, they don’t want to mention deeper. Let’s return to the tech that comes next. All right. So let’s bring it. All right. So no, as I said, facebook is not mentioned in the book. I was choosing that as a ubiquitous example, but let’s bring it to something that is non profit created. Who wants to talk about. I kind of like the john jay college case because I used to do planned giving consulting for john jay, who, which of you knows that story better. Nobody

[00:30:43.41] spk_2:
looking at other resume. But I will, I will happen and talk about the john jay college example. So just briefly for folks who might not have read the book or gotten to that section of the book yet. Um, john jay college, an institution in new york city that had recognized that they had a lot of services geared towards making sure people finished their freshman year and started their second year, but not as many services geared towards people who, um, not as many services geared towards me, making sure people then ultimately graduate. And so specifically they had noticed that they had a large number of students or a not insignificant number of students who completed three quarters of the credits they needed to graduate but didn’t ultimately complete their degree and graduate. They partnered Data kind, which is an organization that provides data science and ai expertise to other profits and government agencies. Um so they worked with those data scientists to really understand their issue to look at the 20 years of data that the academic institution had collected. The data. Scientists ran about two dozen models, I think it was and ended up coming up with ended up developing a specific model specific tool for john jay college To use that identified students who are at risk of dropping out and potential interventions. The John Jay College staff then made the final determination as to what intervention would be done and how that would be done. And two years after this program was started at John Jay College credits the program with helping additional nine 100 students graduate. Um and so that is, I think, you know, one of the examples that we’re talking about of really the technology coming together with the subject matter experts really being used to enhance the mission and then really again, technology and humans working together to make sure that the outcomes are our best for everyone.

[00:31:04.33] spk_0:
There’s some takeaway there too in regard to ethics, the use of the data collection and use of the data. Can you talk about that? Absolutely,

[00:31:51.44] spk_2:
Absolutely, absolutely. As we think about data collect data collection data use data analysis, I think in general, especially in the social impact space, you want to make sure that you got consent when you collect the data that you’re collecting it in ways that make sense, that you’re not necessarily over collecting um you’re storing in the right way is protected in the right ways. Um and then as you need to do something with it, you can you can access it, you can use it as a way to foster communication across a different departments. I think one thing that was really exciting and talking to the john jay college staff as they said this program in that development actually force conversations across departments which if you’ve ever done any work at an academic institution, you know, working across departments on campus can be challenging and so sometimes the data can force those conversations and can also help strengthen arguments for the creation or um termination of different programs.

[00:32:15.79] spk_0:
Thank you because ethics is one of the one of your core values ethical considerations around around technology development and

[00:33:23.63] spk_1:
I think that’s I like that you’re bringing that up tony because I think it reinforces, I mean a fool was saying this, but just to kind of like explain those words when we’re saying that technology is there to help humans, it means that algorithm that was created is not moving forward and sending, you know, a resource or sending an inch invention to a student, it is not there to do the whole process itself, right? It’s there for its portion and then humans are looking at it, they are deciding, you know, who needs, what resources, who needs what intervention. And they then do that outreach right? Versus that idea that I think nonprofits especially think of all the time. Like if we just got the tool then this whole like thing will be solved and it’ll just like somehow run its course, you know, and like the robots will be in charge and that’s not great. We don’t need to do that. We’re not looking for robots to be in charge but also in this really successful example of technology being used, it’s still required people, you know, the technology isn’t here to replace them. It’s to do the part that we don’t have the time to do. Like crunch all those numbers and figure those things out and then the people are doing what people are meant to do, which is the relationship side, The intervention side, the support side, you know. Um and

[00:33:43.70] spk_0:
I just want to kind

[00:33:44.49] spk_1:
Of separate the two right?

[00:33:46.71] spk_0:
The tool was to flag those who are at greatest risk of not graduating after they have I think three quarters of the points or credits. Uh so so that

[00:33:58.99] spk_1:
that

[00:34:13.73] spk_0:
right, that that’s an ideal day. That’s an ideal uh data mining artificial intelligence task. Just flag the folks who are at greatest risk because we’ve identified the factors like I don’t remember what any of the factors were. G. P. A. I think was one. But whatever the factors are identified them now flag these folks. Now it’s time for a human to intervene and give the support to these to this population so that we can have 900 more folks graduating than than we expect would have without without the use of the tool.

[00:35:19.70] spk_2:
Yeah, absolutely. And just to continue to build on what Amy was saying. I think sometimes as nonprofits are considering technology or maybe hearing pitches about why they should use technology or why they should select a particular technology. It can be overwhelming because sometimes the perception is that if you adopt technology it has to then take over your system and and rem move sort of the human aspect of running your nonprofit and that’s simply not the case. You can always push back as to what those limits need to be sort of in general but also very specifically for your organization for your community. What makes sense? What doesn’t make sense? And so really prioritizing as Amy said, the using the technology to take advantage and to do those tasks that or just simply more efficient and computers are more capable of doing that while you use the humans involved for the more human touch and some of those more societal factors I think really um it’s important to emphasize that as leaders of social impact organizations, as leaders of nonprofits, you have that agency to sort of understand and to decide where the technology is used and where it isn’t used.

[00:36:57.67] spk_1:
Yeah, we, we were really conscious when we were working on the book to disrupt this pattern that you know, it’s like you learn a new word and then you see it in everything that you read. Um once, once we talk about it here, you’re gonna like go and everything you click on on the internet, you’re going to see it. But technology companies have been trying to sell us for a long time very successfully that their product is a solution and technologies are constantly using that language when you’re looking at their website, when they’re talking to you, you know, this is an all in one crm solution, this whatever, they are not solutions, they are tools and as soon as we, as you know, non profit staff start adopting that, they are the solutions, we then start kind of relinquishing the control, right? And thinking, oh well the solution is that this too, tool has all of this, It is just a tool, you are still the solution right? You are still the human and we, we didn’t want to have that language in the book. So you know, we’re always talking about technology as a tool because with, without humans needing to put it to work, it doesn’t need to exist. We don’t need to have a world that’s trying to make sure we can maintain all of this technology if we don’t need it anymore. Thank you for your service. Like please move along. We don’t, we don’t need that anymore. And that’s okay. We don’t need to feel bad that a tool isn’t needed anymore. It’s not needed. Great. We have different needs now, you know, um and changing that kind of dynamic and relationship inside organizations.

[00:37:24.77] spk_0:
A Crm database is a perfect example of that. It’s not gonna, it’s not gonna build relationships with people for you. It’s just gonna keep track of the activities that you have and it’s gonna identify people’s giving histories and event attendance and help them ticket etcetera. But it’s not going to build personal relationships. They’re gonna lead to greater support whether it’s volunteering or being a board member or donating whatever, you know, it’s

[00:37:39.88] spk_1:
not the mission, It’s not the food at the gala. Even if it sold the tickets to the gala right? Like it isn’t at all.

[00:38:13.47] spk_0:
So I, so I gathered so the Wiley did most of the writing on the book is what I gather because I managed a couple of quotes and nobody like nobody claimed them. So um and also the I I see there’s only two pictures, I like a lot of pictures in books. You only have two pictures and then you repeat the same two pictures from the beginning, You repeat them at the end and and they’re in black and white, they’re not even four color pictures. So there’s a little shortcomings

[00:38:15.70] spk_1:
that’s because in the book they could only be black and white, but in the e book they can, the one that’s meant to be in color can be in color.

[00:38:25.00] spk_2:
And also we knew that our readers have imaginations of their own and the words that we have on the page would evoke such strong images we didn’t want

[00:38:33.81] spk_0:
to overly

[00:38:34.58] spk_2:
provide images in the book.

[00:40:08.82] spk_0:
Very good, well played. Okay, it’s time for Tony’s take Two. I’m headed to the Holy Land in november. I’m traveling to Israel for two weeks and I’m wondering if you have suggestions of something that I should see? We can crowdsource my my sight seeing a few things that are already on my itinerary, of course the old city in Jerusalem um Haifa and the Baha’I gardens the Dead Sea and uh mitzpe ramon. You may have some other ideas, things that uh you found or places to eat, maybe that would be that would be great little uh terrific places that I should try in either Jerusalem or tel Aviv I’ll be spending a lot of time in, in those two places but also near these other, these other ones that I mentioned to Haifa So if you know a good restaurant eatery, I’d appreciate that too. You could get me at tony at tony-martignetti dot com. I’d be grateful for your Israel travel suggestions and anything else that you may recommend about Israel travel. I haven’t been there, so I’d be grateful to hear from you that is tony steak too. We’ve got boo koo but loads more time for the tech that comes next with Amy sample ward and a few a Bruce. Let’s let’s talk about another story. Talk about, let’s talk about, yeah, you, you all pick one, pick one of your case cases stories to talk about that that you like,

[00:44:39.78] spk_1:
I can talk about one since the flu already talked about one, but I was thinking because you already said it earlier, the food sector, so there’s one in there on rescuing leftover cuisine, an organization founded in new york. Um, and I think a pretty classic example of non profit trajectory like someone has personal lived experience they want to address, you know, make sure people don’t have the experience they had and create an organization kind of accidentally like they just start doing the work and they’re like, wait, what am I doing? Wait, we’ve just created a nonprofit, you know, and and kind of want to build because they start to have success actually doing the thing that they set out to do. Um, but like many nonprofits you reach the limit of human scale, like you get to the, this is only the number of people I can personally talk to or physically carry food, you know from one restaurant to to a shelter or whatever. Um and realize, oh we’re gonna need some tools to help us make this thing work. Um and grow beyond just the handful of initial people and also like many nonprofits, that was a very reactive process, right? Like oh gosh, we need a calendar tool, here’s one, oh gosh, we need a, you know, a phone tool, here’s one and not what is the best, you know, what what do we really need? How do we solve these goals? So they found themselves a few years in with very common nonprofit sector, like little patchwork, you know, all different kinds of things. They’ve kind of forced and often the the integration to use the technical term, the integration between tools was humans like answered the phone and then typed it into the tool because the person on the phone doesn’t have access to type it into the schedule er right? Like I they were having to be the tech integrations as humans, which meant humans were not doing human work, right? Humans were doing work that that the robots should be able to do. Um and that’s when they brought in more strategic dedicated technology. Um staff helped to build and again, what they didn’t really realize at first is they were building a product, you know? Um I think this is a bigger conversation of you and I have with organizations is we are we have products, we’ve built products. It’s not bad. And I think especially in the US, we’ve come to think that product is like a for profit word and we will have nothing to do with it. But what it just means is like it’s a package, it is a thing that’s doing what it’s meant to do. And we should think about how we make sure it works and who can access it. And you know, we bring some strategy to it. Um, but their process is really what drew us to including them in the book. They had a really inclusive process where all the different folks from, you know, that were users. So the volunteers who physically like went to the restaurant and picked up that food and and took it to an agency, the people in the agencies, the people in the kitchen of the restaurants, all those different people were able to say, oh, I wish the tool did this. I wish that I could do this every day when I need to pick up food. I wish I could get this kind of message. Everyone was able to give that feedback and then see everybody else’s requests so that as the staff and community and the tech team prioritized, okay, well what works together? What can we build next? What’s in line to be built next? Everyone had transparency. Everyone could see that everyone understood, okay, my thing is last or like I know why my thing is last, right? Like people could really see and give feedback and be part of the process the whole time kind of back to the very beginning of this conversation with us said, even if they were not the technical developers themselves, they had important expertise, Right? It was good to know, oh, these five different restaurants all want the same thing, what’s happening, right? Like what is the thing that’s happening for restaurants trying to offer food? Let’s figure that out. We know who to get feedback from, you know, um, we’re just such a wonderful example of people really having everyone involved in the whole process. Um, and as they have done that and continue to do that, they were able to move people out of, you know, answering the phone to type into the calendar and move people into human jobs. Um, grew the organization, it’s now in eight different cities in different states. Um, and that’s just more of the mission happening, right? Because technology was invested in in the right kind of way.

[00:45:02.73] spk_0:
So takeaways are transparency in prioritizing development inclusiveness, including

[00:45:10.61] spk_1:
the, including

[00:45:11.71] spk_0:
the community, all the, all the different

[00:45:14.65] spk_1:
people

[00:45:15.63] spk_0:
who are impacted, giving them agency

[00:45:18.80] spk_1:
to

[00:45:19.70] spk_0:
contribute and not not have it developed.

[00:45:24.33] spk_1:
Yeah. And they had,

[00:45:25.28] spk_0:
I don’t know how much

[00:46:40.74] spk_1:
of this made it into the book, but you know, in talking with them and having conversations, you know, there were a number of times where the thing they were hearing from, all these different users that needed to be prioritized wasn’t something as staff, they maybe would have identified or at least prioritized, but when you’re really listening and having the community drive that development, you know, is that what you’re investing in is actually going to make it better for your community, right? It’s the thing that they’re asking for versus you saying, Gosh, we have, you know, what’s next on our development docket, wonder what we could build, Like let’s think of something you’re not kind of guessing, you know, exactly what needs to be built and that’s kind of reinforcing for your users that you are listening that you are valued that they want this to be as good of an expiry as possible for you, right, Which is really kind of um bringing people in closer and and I think we all know, especially tony as the fundraiser, like keeping people, it’s a lot easier than bringing in new people. So if you can keep those partners in great, you know, you keep those volunteers in instead of having to recruit new ones because you’re burning them out because they don’t like working with you, it’s not a good experience, you know? Um yeah,

[00:47:26.71] spk_0:
let’s talk about the funding, but but not from the funders side because most of the very few of our listeners are on the, on the funding side, they’re on the grantee side and so from the, well the book, you talk about social impact organizations, but this is tony-martignetti non profit radio not tony-martignetti social impact organization, radio So so if we could use, please use nonprofits as an example in their funding requests, they’re doing grants, what what can nonprofits do smarter about requesting funds around technology, the development and the use that’s going to be required for the, you know, for the, for the project that they’re trying to get funded.

[00:47:32.08] spk_1:
Yeah,

[00:47:32.45] spk_2:
absolutely. This is a question that Amy and I have gotten so many times since the book has come out.

[00:47:42.97] spk_0:
Okay, well I’ll give you a milk toast bland ubiquitous question that not that

[00:49:01.18] spk_2:
it’s a milk toast question, but it is one that is so important to organizations and that even for non profit organizations that have thought about technology before, then the question becomes how are you going to get it funded right? And so, um, it’s an incredibly important question. And so I think that there are a couple of things that non profits can do. One is to seek out funders who are explicitly funding technology, we’ve seen an increase I think over the past several years in different foundations, different companies who are specifically funding technology and so looking for those types of funders. Um, I think it’s really important, I think then another thing to do is to really make the case as we make in the book that um, funding technology is part of funding programs of the organizations and part of funding the running of the organization. Um, it’s not simply an overhead costs. That is a nice to have that. If you get around to it, you can do it, but really you need to have strong technology and data practices in order to design your programs to run your programs. Um people, you know, are used to being out in the world and interacting with technology in certain and so when they come to your nonprofit, they still probably would like to have a website that sees them that recognizes them. That’s useful. They might like to know how to get connected to other people in your community, other staff members and what those communication technologies might look like and more. And so really looking for ways to write technology into program design as non profits are doing that

[00:49:25.77] spk_1:
as well. And

[00:49:25.97] spk_2:
then I think thirdly, just being connected with other nonprofits through organizations such as N 10 and listening to other great podcasts such as this one um to hear what, what other nonprofits are doing and what’s been successful as well. And applying some of those techniques to your own organization.

[00:49:47.95] spk_0:
I feel bad that I gave short Shrift to the, to the foundation listeners. So, I mean there’s there’s lessons in what you just said. Um, are there one or two other things that we can point out for uh for foundation listeners that to raise their consciousness.

[00:51:25.89] spk_2:
Absolutely. Um, I think one of, I think, you know, there are many things about technology that can be funded, especially with nonprofit organizations. And I really encourage foundations to think about what it means to really fund that inclusive innovation process and to fund when I say innovation. I mean recognizing that version one is might not be perfect. And so funding version 1.1 and 1.2 and version two point oh, is just as valuable as funding version one. We see this all the time in the private sector that, you know, my phone gets updates on a regular basis and I still have a, and that’s okay. And so really wanting to make sure that funders recognize that we don’t need to just create new technology every time for the sake of creating something new, but really allowing the space for that iteration and really adjusting to the community needs is really important. I think also making sure that we’re funding inclusivity and so that can be things such as uh compensating people, you know, from the community for time, um, as they are involved in this development process, making sure that there’s money in the budget for all staff, not just a member of the tech team to get training on technology, but there’s money for all staff to get training on the different technologies that the organization is using. Um, and also the timelines that are given to nonprofits doing their programs allows for that really critical community listening and community input process into developing any technology and then ultimately developing and executing programs,

[00:51:49.02] spk_0:
I’m glad you just used community as an example because I wanted to probe that a little deeper how

[00:51:55.99] spk_1:
I

[00:52:11.32] spk_0:
guess, I guess I’m asking how you define community because you say that, you know, technologists and social impact or eggs and policymakers and communities can can be should be more involved in uh, technology development. How are you defining communities there?

[00:54:23.04] spk_1:
We’re not in a way because technology that N 10 builds for, you know, the community that that we have is very different than um, you know, that would be a bunch of nonprofit staff from mostly U. S. And Canada, but also all over the world, um of all different departments. Right? That that would be the community that intent has, but the community around, um, you know, the equitable giving circle in Portland. Well, that’s Portland’s specific very, you know, geographically different than the N 10 community. Um, it’s folks who can do monthly donations that want to support, uh, you know, black community in Portland, it community is meant to be defined based on what is trying to be built and and for whom it’s meant to be used. Um, and that’s going to be flexible, but I think where it really comes in is what we talked about in the book, in the funding section, but also all of the sections is what does it look like when we expect that transfer to community ownership is the final stage of technology development. Right. And so if that is the final stage, if um the community, you know, owning the technology that was developed by someone, um is the final step well, there needs to be a level of training and an investment that is very different than if you’re planning to keep this privately yourself the whole time, right? If you’re going to turn it over to the community to own it and maintain it, you’re going to be investing in that community in the process in a very different way. You’re going to be including people in a different way. You’re going to be thinking about knowledge transfer, not just technical transfer, right? Um and so that relationship with the community is inherent to the goal at the end. And I think that’s for us, part of what is so important about thinking about that big question of what does it look like for community to really own technology? Like even in the biggest widest sense, because right now, We as users don’t own the Internet, right? Really, there’s there’s 45 million people just in the us that can’t even access broadband. So the idea that the any of these tools, even in the widest biggest, you know, most access sense are are collectively owned isn’t real. And so that goes back to community, but it also goes back to policy, it goes back to how we’re investing in these tools, what values we are even using when we, when we access them? Um, that’s the whole book right there, I guess.

[00:55:00.40] spk_0:
Uh, the book is also, uh, a lot of questions. I always hope to get answers. When I read books this, this book, lots of questions questions at the end of every chapter and then they’re compiled at the end. They’re organized differently at the end. Why did you take that tack?

[00:56:06.65] spk_2:
Absolutely, yes. Our book does perhaps answer some questions, but it does provide questions. And that’s because what this work looks like varies based on the community you’re in based on your nonprofit organization, based on your role as a policy maker based on your roll thunder perhaps. Um, it varies. And so what your specific solution will look like. There’ll be some of the same building blocks, but the actual techniques you use will need to vary. And so the questions that we have at the end of each chapter at the end of the chapter on social impact organizations. For example, there are, I think 25 questions and five of those are questions that you ask someone as a nonprofit can ask of other nonprofits about technology. You as someone as a nonprofit can ask of your funders to start that conversation with some funders that we were just sort of summarizing now. What are specific questions that you should be asking of your funders were specific questions you should be asking of technologists that come to you and say, have we got a solution for you? Um, what are specific questions that you should be asking? Policymakers? Um, within the realm of what’s allowed for nonprofits to do part of the policy making process. And what are some real questions that you can ask of the communities that you serve and the communities you partner with to really get out, what are their needs and how might that tie to some of the technology needs for your organization?

[00:56:43.69] spk_0:
So what have we uh, what haven’t we talked about yet? That, that either of you would like to, uh, you feel like I’ve spent enough time on the well, here, I am asking you and then I’m proposing something. So I’ll cut myself off what, what what would, uh, whatever we talked about yet, either of you. That

[00:58:18.09] spk_1:
I mean, I think one thing that we have experienced is that there are some topics like how do we do this or how do we fund this or how do we make change? Um, you know, there’s some topics that recur throughout a lot of conversations, but ultimately, we have never had the same conversation about the book twice because that’s part of writing a whole book. That’s just questions, you know, and isn’t all the answers that isn’t Oh, great. You know, turn to chapter three where we list the 10 things you need to do tomorrow? Like there are no, I mean there’s probably 100 things, right? But um because of that, what we wanted to do when we wrote the book, even if, you know, we said at the beginning, even if no one reads this but ourselves, we want to feel like we are starting a conversation that we are just going to keep starting and keep having and keep getting closer to figuring out what’s next because it’s gonna be a whole long path. Um, and if it if we’re here to write a how to book that, who are we to write that? Right? Who are we to write the how to book on how we completely change the world? But what if we wrote a book that said, y’all, how do we change the world? Like really truly how let’s go, let’s go figure that out that motivates us. And so if it motivates us, it probably motivates others. And these conversations, I mean, I just love them because this yes, we had some of those recurring themes that all of us think about all the time. But this was a completely different conversation than we’ve had before and that, well, you know, different than we’ll have tomorrow. And I think what we’ve talked about the two of us is when we have

[00:58:31.93] spk_0:
not only not only different, but better,

[00:59:15.21] spk_1:
but when we have opportunities to talk about the book together with folks like you knowing that people are listening, right? Thousands of, of non private radio listeners, we want to, in a way have this be like a practice session for all of them so that when they finish the podcast and they go to their staff meeting, they’re like, hey, a food amy like never had their sentences thought out before they started probably said a million times. The bar isn’t high. I can just start asking questions, right? That’s why we have all the questions at the end. I can just start talking about this. There is no perfect, perfect doesn’t exist. So let’s not worry that I don’t know the exact way to talk about this technology project. Let’s just start talking about it and and get in there and have these conversations that we have almost model that process of just practicing the work of, of changing things.

[00:59:33.45] spk_0:
Anything you would like to uh leave us with anything we haven’t talked about that you would like to,

[01:00:00.54] spk_2:
you know, the subtitle of the book talks about building a more equitable world and we call out a few specific roles. But really I think it’s just important to recognize that we all have a role to play in building a more equitable world. And so if you see something in this world that you want changed. Hopefully this book does give you some real ideas about how you can go about doing that, some real questions to ask to find other people who can help you along that journey because really building an equitable world is an inclusive process and that includes you. So that’s that’s all I would add.

[01:00:43.80] spk_0:
She’s a for Bruce at a few uh underscore Bruce, her co author is Amy sample ward at Amy R S Ward and you’ll find the book the tech that comes next, how change makers, philanthropists and technologists can build an equitable world at the tech that comes next dot com. Amy, thank you very much. Pleasure.

[01:00:46.45] spk_1:
Thanks so much Tony.

[01:00:48.33] spk_2:
Thank you.

[01:01:39.63] spk_0:
You’re welcome. Thank you. Next week. Gene Takagi returns with Trust in nonprofits. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We’re sponsored by Turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o. And by fourth dimension technologies I. T. Infra in a box, the affordable tech solution for nonprofits. tony-dot-M.A.-slash-Pursuant D just like three D. But they go one dimension deeper. Our creative producer is claire Meyerhoff shows social media is by Susan Chavez. Marc Silverman is our web guy and his music is by scott stein, Thank you for that information Scotty B with me next week for nonprofit radio big nonprofit ideas for the other 95% go out and be great

Nonprofit Radio for June 13, 2022: Appealing To Tomorrow’s Major Donors

 

Nejeed Kassam: Appealing To Tomorrow’s Major Donors

There’s $50 trillion set to change hands in North America by 2050, enriching today’s millennials and Generation Z. Let’s talk about cultivation and fundraising strategies to reach these generations. My guest is Nejeed Kassam from Keela. (This is part of our coverage of #22NTC, hosted by NTEN.)

 

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[00:01:40.64] spk_0:
Hello and welcome to Tony-Martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d suffer with blended vaginitis. If you inflamed me with the idea that you missed this week’s show appealing to tomorrow’s major donors, There’s $50 trillion North America by 2050 enriching today’s millennials and generation Z let’s talk about cultivation and fundraising strategies to reach these generations. My guest is Najid Kassem from kila. This is part of our coverage of the 2022 non profit technology conference hosted by N 10 On Tony’s take two. Trepidation about new york city, we’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o And by 4th dimension technologies I. T infra in a box. The affordable tech solution for nonprofits. tony-dot-M.A.-slash-Pursuant Just like 3D but they go one dimension deeper here is appealing to tomorrow’s major donors. Hello and welcome to tony-martignetti non profit radio coverage of 22 N. T. C 2022 nonprofit technology conference hosted by N 10 with me now is Najid Qasem Ceo and founder of Kayla Najid, welcome back to nonprofit radio

[00:02:18.54] spk_1:
Thanks so much Tony and just for the folks that are listening because I might have a conflict I’m also on the board of directors at N10 and so really really proud to be part of the governance team at antenna and grateful to all of those of you who attended NTC this past, I guess almost a month ago now. Wonderful.

[00:02:31.14] spk_0:
Thank you for thank you for letting me know. We have Miko Whitlock and Jason shim. I have to see if they’re still on, but we’ve got, we’ve got Beth Kanter coming up. Um,

[00:02:32.86] spk_1:
I mean those are, those are my people, that’s my tribe. So you’ve got a great, great lineup coming up

[00:02:57.34] spk_0:
well. And you’re on the, you’re on the board of a terrific organization. Any sample ward is our technology and social media contributor. So she’s on many times a year sharing her wisdom on, on those subjects. We’re gonna talk about your seminar topic. Great transfer of wealth, how to reach the next generation.

[00:03:00.54] spk_1:
Absolutely.

[00:03:07.04] spk_0:
And you say you’re in your description that there’s a $50 trillion dollar transfer coming. What’s, what’s on the horizon?

[00:04:22.34] spk_1:
Well, you know, I think a lot of the topic is just about the fact that boomers and those, the generation, the great generations as I like to call them, are starting to, to, to find peace and move on to whatever happens in the next stage of our lives and you know, as well as they pass our grand, my grandparents passed away. Um, the last couple of years and you see that generation, my parents are starting to get older and thinking about the next, you know, the next chapter of their lives and so for those of us that are gen, x, gen y and I guess gen z is now, um, you know, a lot of money ultimately is going to transfer between generations, the boomers and their parents Postwar really generated absurd amounts, like, like, you know, unthinkable amounts of wealth and, and that’s all transferring and there’s a bunch of really interesting factors that are, that are going to change how giving is done. What’s gonna happen to that? Just the demographic, you know, general demographics in the United States and so, you know, a lot of money is going to change hands and, and that’s going to have a profound impact on getting because for a whole host of reasons we’ll talk about today.

[00:04:25.00] spk_0:
Yeah, So you’re expecting that millennials are going to grow the

[00:04:28.50] spk_1:
wealth that’s

[00:04:30.28] spk_0:
left to them. Well, if they spend it, then we’re hoping they’re gonna be giving it away because otherwise we have nothing to talk about it. If they’re all buying super yachts, then you and I may as well end right now, shut the mics

[00:04:43.04] spk_1:
off. I mean, for the sake of humanity, I really hope that they’re not just buying superyachts. How about that?

[00:04:49.40] spk_0:
Okay, right. Super yachts, private

[00:04:51.42] spk_1:
islands.

[00:04:53.18] spk_0:
You and I

[00:04:54.38] spk_1:
can’t possibly conceive of tony

[00:05:04.04] spk_0:
Okay, I hope not. I hope it doesn’t go that way. Alright. Otherwise, like I said, you know, you and I are done in three minutes. Okay, let’s go on the safe assumption on the humanitarian and um magnanimous assumption that uh, they’re gonna be giving a lot of this wealth away and, and they’ll be growing it too. Right?

[00:05:16.14] spk_1:
Absolutely.

[00:05:21.44] spk_0:
So you’re encouraging us to focus well before we get to the, you know, what to do, how to reach these folks.

[00:05:25.94] spk_1:
What

[00:05:41.94] spk_0:
are, what are some of these factors that you alluded to? Why are you expecting? Why? I think the, the estimates I’ve seen of transfer from baby boomers to millennials is not 50 trillion. I’ve seen 20-30 trillion or something like that. But you’re saying so in

[00:06:00.54] spk_1:
20, in 2014, um, um, For Boston College or some researchers at Boston College did a research and their prediction was 58 trillion would, would be transferred to the next gen. And that I think it includes gen x and gen y and ultimately gen z. So it’s not just millennials would be in the amount of 58 trillion, but when we’re talking 30 40 50 ultimately, I think it’s the same. It doesn’t really matter. It’s just a huge amount of money.

[00:06:28.14] spk_0:
It is. Okay. And so you’d like us to approach are younger donors Because we’re talking about, we’re talking about anybody 60 and under, where, you know, I

[00:06:41.44] spk_1:
would say like when does gen x start 50 and under maybe probably 55. I don’t know whatever gen x is. But yes, I think millennials are the the the most commonly, um, the most commonly thought about populist, But ultimately I think, you know, the age of the internet, the age of artificial intelligence, all of these kinds of things are, are, are ushering in new ways to engage donors. And I think that’s the crux of it.

[00:06:59.74] spk_0:
Okay, okay, now you’re using millennials and gen X interchangeably.

[00:07:18.54] spk_1:
No, No, No Gen X is what 1965-1980? Millennials are 1982, Some say 2000, some say 96. And then gen, Gen Z is people that are too young for me to think about.

[00:07:31.34] spk_0:
Okay, we’re not there yet. Um, Alright, what, what’s your, what’s your advice around talking to these? Um, millenials and gen xers?

[00:09:03.54] spk_1:
Yeah, I think you asked a great question previously and I’ll get to this question, but let’s talk about why they’re different because I think that’s really important to note. There’s a few factors that are, that are super interesting. The first one is, household sizes are smaller and you might think, why does that matter? Well, there are fewer millennials and gen Z s than there were their parents. And so between, I think it’s from 1962 around today or 2018 or whenever this data was published, Household size in the us has gone from 3.6 people per family to 3.1 people. Now that might be only half a person, but that’s a substantial number of people. And what it means is the people inheriting money are actually gonna be fewer, right in terms of their populace, but they’re gonna have more capacity in terms of their wealth. And so I think this data point is actually quite um, it’s interesting, it’s a little bit terrifying in some ways because you know, you’re gonna organizations, the sector as a whole is going to have to seek, you know, a a lot more from individual people as opposed to being able to diversify in the same way. I think that’s a very interesting piece of data and one that I think is going to change the dynamic, especially of major gifts because, you know, currently you think about the people, the high net worth individuals, the families, they care about health care or they care about this or there’s a lot of yours, Right? I think with that next generation there’s gonna be a lot of ants because there’s less people inheriting larger amounts of money. And I think excuse me, that’s quite profound. Don’t you think tony I

[00:09:25.94] spk_0:
do. I think I have a person, times tens, the many tens of millions of exactly that we have in this country that’s significant. Uh, you know, we’ve always thought of the average family as, you know, a family of four. All right, so you’re saying

[00:09:28.56] spk_1:
you’re

[00:09:41.34] spk_0:
saying the average is 3.6, but look 3.6 rounds to 43.1, barely, barely, barely three. So, you know, with 3.6 and four, 3.1 is a big difference.

[00:10:03.74] spk_1:
Absolutely. And think about it like this, if somebody, you know, earns $250 million over their life and they built a portfolio of real estate and wealth and influence ultimately. And they take that and they go to one kid, okay, let’s say each kid, you know, 100 25 million, but when one child is inheriting all that money, your major donor pool is ultimately getting smaller and and so now they have more power, they have more influence, they have actually ability to write bigger checks, but organizations are gonna have to do better at collaborating to generate these things because whether we like to admit it or not in the sector, tony

[00:10:20.21] spk_0:
Another, the other 125 million goes to the Super Yacht.

[00:10:23.84] spk_1:
Of course, sorry, tony slipped my mind. So

[00:10:27.56] spk_0:
there we are. So we’re done again again, we’re done. One kid and one super yacht, there’s your 250. Alright,

[00:10:33.59] spk_1:
You just you just cut generosity and a half and I think we started, Alright,

[00:10:37.34] spk_0:
let’s reduce the super yacht, you know, let’s say in

[00:10:40.44] spk_1:
70

[00:10:44.94] spk_0:
five, let’s do 75 million on the Super Yacht. Another 50. Another 50 to be very generous

[00:12:26.14] spk_1:
with. I’m gonna cut you off because I’d like to share a couple more pieces of data that are useful. The first one, is that, Is that migration has changed over the past kind of 30, 40 years Kids or kids in that 3.1 case right, families are actually staying more geographically close together. And that was especially heightened during the pandemic, where 52% of people aged 18 or 29 were actually at home with their folks in 2020. Now, if you look at data from Um, I think it’s 2004 is when it starts people, both seniors. And so like the parents of these boomers who many of them have passed now, but also the kids of these boomers are staying closer together, which means, you know, they’re more integrated into their families. And what that at least the research that we read and I understood or interpreted was that that can actually mean that maybe people are more aligned with their parents, beliefs or they’re more engaged with them? Or at least they certainly know their parents interests better. Now. The question we’re going to have to figure out is is that going to make them more likely to continue the legacies? Let’s say I I’m I’m let’s say there’s a high net worth family. Okay. And they’ve spent years giving to poverty alleviation? Well, these kids or kids that inherit this money because they’re closer to those parents, both geographically and, you know, in many other ways, are they going to continue that legacy? Are they going to rebel against it when they give? And it’s a question we don’t know the answer to, but it’s an interesting piece of data well,

[00:12:31.04] spk_0:
which also leads to, uh, you know, our our subject of appealing to these

[00:12:32.07] spk_1:
folks

[00:13:45.64] spk_0:
so that they don’t, by default, abandon the philanthropy of their, of their parents. I mean, they may do it consciously, but you don’t want it to just happen because you never gave it a shot to, to avoid it from happening. It’s time for a break. Turn to communications. They’ll develop your media strategy for you. What are the parts of that? It starts with identifying your core messages then defining those channels, those outlets where those messages ought to be heard. The places where you want to be known as a thought leader turn to will do the legwork to approach those outlets and as they close opportunities for you, craft your message appropriately to the specific audience you’re gonna be talking to. That is a media strategy. That’s what turned to communications can do for you because your story is their mission turn hyphen two dot C. O now back to appealing to tomorrow’s major donors because I want to keep talking about the trends before we get to the Yeah. And I think there’s one

[00:14:14.84] spk_1:
interesting one that we can’t forget and that’s women outlive men, um, by like, I think it’s like five years on average in the US now. So it’s like, that’s a, that’s like, you know, a meaty 56789% of people’s lives. Right? And so it’s interesting because unlike, you know, unlike, unfortunately similar to many other things in our history, you’ve kind of focused on like older white men that’s been like, you know, kind of it’s you see it in representation in politics on boards of directors and ceo position in funding for investments, whatever it might be.

[00:14:27.65] spk_0:
Call it what it is. We’re talking about sexism.

[00:15:27.04] spk_1:
Sure, look, I’m a person of color. I I don’t and my wife’s a person of color who is a woman. She has it way worse tonight. Right? And so the interesting thing is my wife’s gonna be gonna outlive me almost for certain. I mean for sure in my case, but, you know, demographically as well. And so philanthropy forget about just the transfer of wealth. The transfer of wealth is going to be inter mediated by the transfer from men who are dying at, you know, whatever 70 something to women who are probably dying 56 years later. And so philanthropy is going to be affected by the fact that decision making historically and giving has been made by the primary breadwinners. But as we see more women taking positions and leadership making more money. We see women inheriting money, they’re gonna give differently. And I don’t think we exactly know how that is yet. But that’s like I said, it’s like a stepping in the in the in the transfer, right? So I did a point that’s super relevant to this conversation.

[00:15:40.94] spk_0:
There is research about the way women give being different than the way men give. They want to be more involved. Uh, they were more involved in in how the money is used. Um, it’s less transactional for them. And uh,

[00:15:45.73] spk_1:
that’s interesting. I didn’t know that.

[00:16:06.54] spk_0:
Yeah. And um, they like, you know, they like to have more of a role in how it’s spent. Um, and it’s, yeah, I don’t, I think there’s, there’s other research to that. They like to be not only involved in how what their gift is is going to do, but be involved in the organization generally. So maybe they’re giving they’re giving what we’re talking about major donors, I think is what

[00:16:17.80] spk_1:
the research

[00:16:18.85] spk_0:
research is. Um, but they’ll also be, they’ll increase their volunteering with your

[00:16:23.94] spk_1:
organization, which

[00:16:27.64] spk_0:
may have nothing at all to do with their giving. Uh, they again, less transactional more, much more relational when it’s when

[00:16:33.69] spk_1:
it’s and I think what’s interesting is like, there isn’t much data on that yet, Right. Because of the demographic realities and the power dynamics that have been so, so unfortunate. And so you see

[00:16:44.44] spk_0:
like, Yeah,

[00:16:50.04] spk_1:
and that’s, I think you’re gonna see more of the research and ultimately more from that because it’s valuable, you know,

[00:17:00.64] spk_0:
the sexism in fundraising is, uh, I think long standing and obviously shortsighted, um, not just in fundraising, right.

[00:17:03.23] spk_1:
tony and everything, to be honest.

[00:17:05.64] spk_0:
Absolutely, yeah.

[00:18:37.84] spk_1:
But what’s interesting is there’s also been and I’m not, you know, I want to kind of move on because there’s also been quite a significant ageism in fundraising. You said it yourself, we spend, what is it 80% of our time on the top? 20% of donors? I think that’s the math that everyone teaches at fundraising school. Um, but what’s interesting is that’s shortsighted ultimately. Yes, I understand it completely. I really do. But what is interesting is, and this is something I touched on in my lecture 10 10 was, you know, the investment in youth giving has actually been minimal to be honest, because it hasn’t seen us providing as much instant return on investment, which is true. It’s a long game, not a short game, right? And but youth, the youth, especially in the context of this transfer of wealth, are going to inherit all that money. And if you haven’t laid your groundwork, you can’t suddenly show up at their door and young people giving even if they don’t have wealth yet or at all. But yet for the sake of this conversation is different. A couple of interesting trends. The first one is young people and I say this millennials I think is the research that I’m quoting are much more influenced by their peers. So young people, I think the data point is our 46% more likely to donate if a co worker does and 65% more likely to volunteer if a co worker does. That’s fascinating to me because it actually it’s a social activity in a weird way. You know, the power, you know, we’ll talk about social media maybe in a bit. But that’s interesting. The second data

[00:18:45.66] spk_0:
point. That’s Yeah. So that’s just that’s co workers, not even necessarily friends.

[00:18:51.84] spk_1:
I assume the data is similar for friends,

[00:18:55.34] spk_0:
friends giving up their birthdays, friends doing peer to peer campaigns.

[00:19:06.54] spk_1:
Well, I think, and I think I have a peer to peer data point that in my notes, let me just see if I can pull it up. I’ll see if I can find it. But let’s keep going. Yeah,

[00:19:12.64] spk_0:
Okay. But coworkers. That’s that’s quite an affinity for co worker giving.

[00:20:19.84] spk_1:
But and you know, we see it, look, I have a lot of young millennials in all my staff and they’re wonderful and amazing people and they’re definitely, you know, whenever something personal giving, that’s the other point. The second point, this is actually a nice segue giving us much more personal to millennial generation. And that has a couple of ramifications for example, to segue from our previous conversation When you know, we have, I think we have staff from 15 countries at Kayla um, on our team born who are born in 15 countries. And so, you know, whether it’s an issue area they care about or something happening in in a in a home or or former place of theirs, they share the plight and also opportunities to engage, right? I think this is a beautiful part of our culture because it helps, you know, But I can, I can watch this in action. I can see I’ve made donations because our coworkers feels an affinity or a passion or, or a sense of connection to a cause. And so, you know, I think that is interesting because I’ve watched it kind of firsthand, right, tony I think that’s super. That’s it kind of reinforces from a non data perspective kind of qualitatively exactly what this data point is showing

[00:20:51.14] spk_0:
interest. But I think, you know, what else, you know, uh, anecdotally I’m a young baby boomer and I’ve never done that. I’ve never given because a coworker gate, I mean I haven’t, haven’t had coworkers for something like 20 years, but back when I did for the short time that I did and I could stand being an employee of someone else. I, I never gave for that reason.

[00:22:47.24] spk_1:
Well, and I think the social media thing is, is I can’t find the data point and I apologize, but I think it’s essentially the same thing. It’s that folks are influenced, not in a bad way, but like folks are inspired is a better way to put it from their communities ultimately. And it’s not church or synagogue or mosque or united way as much or community centers anymore. It’s what they’re seeing on social media, what matters most of their friends and what that actually is kind of segue. Me too is that they’re giving is much more personal for millennials than it was. You know I say our generation I’m right at the cusp of being a millennial but I consider myself at least emotionally outside of it. And so things like organizational status, tax deductibility, organizational legitimacy are much less at the forefront of their decision making. They you know the rise of go fund me where people are giving to people directly the rise of um of of of not having the intermediary of an organization. Um the rise of not carrying the fact that they’re not going to get a tax receipt which is gonna offset a percentage of their donations. Millennials aren’t necessarily looking for that break or something tangible. They want that feeling of making an impact right? There’s a huge feel. It’s it’s why we see the rise of you know be corpse attracting more staff and the why that almost every millennial says when you’re looking for a job impact is a part of that calculus. And so you see those I’m gonna go out and say values of a generation applying themselves or or or or showing their face in giving in a very different way from from me and you and our parents and I think that’s very interesting.

[00:24:09.24] spk_0:
It’s time for a break. Fourth dimension technologies. Their I. T. Solution is I. T. Infra in a box it’s the I. T. Buffet, it’s budget friendly. It’s holistic. You pick what you need and you leave the rest behind the different components that are available. I. T. Assessment, multi factor authentication for security, other security methods, cost analysis of where you’re standing, what you’re spending money on the help desk and there’s more you choose what’s right for your I. T. Budget for your I. T. Situation as it exists. Like they’ll help you fill the gap between where you are and where you want to be. That’s the I. T. Infra in a box. Fourth dimension technologies tony-dot-M.A.-slash-Pursuant D. Just like three D. But they go one dimension deeper. Let’s return to appealing to tomorrow’s major donors. Let’s turn to what nonprofits can do to huh exploit this and using exploitation as in a non pejorative sense. Take advantage of or

[00:24:09.64] spk_1:
C the opportunity I think.

[00:24:15.14] spk_0:
Yeah in the data and then the and then the trend.

[00:24:17.12] spk_1:
Yeah.

[00:24:18.01] spk_0:
And you know I think enormous wealth transfer. So let’s talk about the

[00:26:02.74] spk_1:
really low hanging fruit like the most boring fruit that you could possibly and and and that’s like you know when high net worth individuals give for major donors for major giving. Excuse me as major donors. They don’t see it as I. Samuel l smith is making the donation. It’s me the smith on behalf of my family. The smith family. It’s a family. There’s so much of that family legacy idea and so when organizations are so privileged to get those kinds of donations don’t just look at Sam look at SAm’s wife and look at Sam’s kids and make those connections with the family and that’s for two reasons. One, it’s the right thing to do. Super obvious. But to it’s actually laying the groundwork for, for relationships in the future, share the impact being made, engage the families, the kids. Especially because if you want to get another gift, if you want to, you know, create opportunity from that, it’s going to happen likely either when the donor dies and his or her wife does it or husband, but much more likely their kids continuing that legacy. So engage with them. Like that’s not hard. It’s like, you know, bring them, bring them in, engage them, take them out to lunch instead of just the major donor or the couple or whatever it is. It’s an easy thing to do is encouraging families to come and come around recognizing the families, not just the person and then offering entry points for the kids to um, to engage the organization as volunteers. You know, we talked in the, in the lecture and, and Nathaniel gave a great example about youth councils and, you know, bringing on kind of communities or boards of youth. Often the kind of, yeah, kind

[00:26:08.60] spk_0:
of advisory like

[00:26:09.50] spk_1:
engagement boards I think would be the best way to put it. But yeah,

[00:26:13.03] spk_0:
I’m,

[00:26:15.91] spk_1:
I’m just in our notes, we call them like youth, hold on. I’ll find the exact term we used.

[00:26:22.30] spk_0:
I

[00:26:22.64] spk_1:
think they’re called youth councils,

[00:26:24.24] spk_0:
you’ve counted. But what you would call them for the folks. Youth council,

[00:26:27.60] spk_1:
right?

[00:26:40.94] spk_0:
You want that, you want that perspective in your, in your event planning, certainly in your event planning, but in your fundraising, you know, you may, you may not be thinking of peer to peer well,

[00:26:41.52] spk_1:
and that’s actually my next point

[00:26:43.60] spk_0:
Are in their 30s and 40s, you may not be taking a peer to peer campaigns.

[00:28:54.04] spk_1:
And I have a feeling a big part of there’s a, there’s a symbiosis between that data point on giving from coworkers and peer to peer. So peer to peer kind of had a lot of sex appeal a few years ago, and then people were like, is it that valuable? I’m here to say peer to peer is phenomenally valuable, but not necessarily because people think it is or thought it was. I think a lot of people thought, oh, it’s gonna spike our donation. I’m in it for the long game here. To me, Pierre, Pierre is an entry point to engagement with an entirely new group of donors. I think the numbers in the 80% of people who give through a peer to peer campaign are first time donors to the cause. And, and if you don’t store them effectively, which we can talk about later or on another show or I’m sure you have really qualified folks talking about it, you’re gonna lose that donor to bring them into your giving ecosystem as an organization, but they are an entry point where somebody else is doing the lead generation for you, right? Ultimately that giving about coworkers, I give to every single period of your campaign. One of my staff’s writing in a, you know, um, cycling in an event or running a race or I don’t know whatever it might be. That’s an entry point. That’s an entry point. And it’s an entry point to diversify your donor base to access new donors to get your giving list up and, and we all know in the space, the donor retention is a lot cheaper than donor acquisition. Every data, like there’s absurd amounts of data that show that and peer to peer is a great example and, and it’s how you engage a generation and I’m gonna take it a step further. Millennials like to feel agency, they want to be part of something that goes back to that feeling that personal nature of it. When you get folks engaging with peer to peer, what you’re doing is not just getting money. You’re, you’re, you’re building advocates right? Like the youth council, but much more scalable, ultimately right. You’re getting perspective, you’re building advocates, you’re, you’re finding new ways to get into communities and you’re ultimately empowering social media to do the work for you and why wouldn’t you do that? And I think it doesn’t have to be a big event or a race. It can be, you know, that we can use peer to peer much more creatively to, to think about the long term opportunities, does that make sense? tony I

[00:29:21.34] spk_0:
had a guest, yes, it does have a guest who used the example of a local animal shelter they hosted a dog wedding for and, and you know, again an event to attract younger donors and, and it was phenomenally successful. I know you said it to my

[00:29:44.94] spk_1:
staff, they would all go like all these, it’s just, that’s a lot of them have dogs and you know, you know, it is what it is and it’s, it’s wonderful for them cause a lot of them are having kids, right? tony look at that number kid that 3.6 to 3.1 that someone’s not having Children and so, but that’s a way to encourage an entire demographic, you probably would, wouldn’t get to otherwise. I think that’s brilliant. It’s brilliant.

[00:29:51.44] spk_0:
Her other idea was a bark mitzvah.

[00:29:53.74] spk_1:
I’m

[00:29:57.81] spk_0:
trying

[00:29:59.08] spk_1:
to make a joke with mazel tov like,

[00:30:04.45] spk_0:
like

[00:30:05.12] spk_1:
it’s there, it’s there,

[00:30:19.34] spk_0:
it was all about to share that with her. Um, yeah, very good, very good, very good. Um, yeah, as somebody who thinks that the only good puns are the ones that I think of, but I thought I thought bark mitzvah was very good, yes muzzle top outstanding, very good, very good. Alright, tony I told

[00:30:28.50] spk_1:
you I have now been a dad for two years and so my dad joke. This is just, it’s, it’s coming, it’s rising, you know?

[00:30:40.34] spk_0:
Well you’re still just approaching it because is very good. When the jokes start to be about your genes, you know, then then then they’re then they’re tired. They’re

[00:30:47.42] spk_1:
tired. You’re

[00:30:59.84] spk_0:
just you’re just approaching but but you’re still in the you’re still in the humorous category and not high rolling. You’re not, you haven’t, you haven’t transcended into the eye rolling. Alright.

[00:31:00.18] spk_1:
There’s two more topics I want to touch on briefly before we run out of time.

[00:31:17.24] spk_0:
We have time. Okay. Wait, are these still in the category of what nonprofits can do to, to attract and appeal to and or steward, you mentioned stewardship I want to, you know what be doing do talk

[00:32:23.04] spk_1:
about? I think there’s two factors that we all that. So I I don’t know if this is a do and bring me back onto shore if you need me to. But let’s talk about family foundation and donor advised funds for a second because engaging both of these things is actually critical to capitalizing on the opportunity of of the transfer of wealth. So, you know, for whatever tax reasons, right. A lot of folks might build family foundations or or engage with staff so that they can receive the tax benefits on the event of some kind of liquidation. Whatever it’s selling the company or having a windfall or whatever it might be. But what’s interesting is two things to think about the first one is how are we thinking about that as part of the transfer of wealth? Like what can we do with that? And the second one is, that’s a give now benefit or, you know, benefit other communities. It’s like give now from a tax perspective, give later for the organizations. And so to me, I think laying the groundwork engaging family foundations or high net worth individuals early as that process is starting is going to be super valuable because folks could pass with dispersement quotas very low, at least in Canada. And I think in the States they’re relatively low as well.

[00:32:39.16] spk_0:
Yeah,

[00:33:40.24] spk_1:
5%. So I think Canada just went from 3.5 to 5% in this past budget last week. Actually, well, exactly because their foundations, right. But yeah, so, but the thing is those are, those are like grounds for giving, you know, from a generational wealth because ultimately the kids might be forget about being involved, tony the kids might be actually driving that even when their parents pass on, so the gift has been made, but the, but the, but the beneficiary hasn’t benefited yet. And so it’s this liminal state that if we forget about as organizations and I speak as a board member of six nonprofits or five or whatever the number is, we’re losing an opportunity as part of this transfer of wealth. So laying the groundwork starting to build relationships with both the foundations and the daft or the daft, depending on the structure, getting the kids involved in other ways. Like peer to peer, I think, not forgetting the family foundations and the daft components to generational transfer would be shortsighted.

[00:37:02.03] spk_0:
It’s time for Tony’s take two. I’m returning very shortly To New York City for two weeks. In fact, as you’re listening to this, I’ll be in the city And you know, I lived in the city for 15 years, but I’ve got some trepidation about returning. Um and I don’t think that my situation is any different than yours. You know, returning to old Patterns, old places, it might be an office, might be returning home after having been away through the pandemic. That’s my situation. I haven’t been in New York City since early March 2020. And so things on my mind do I remember how to get around on the subway. I feel like that’s like riding a bicycle. Um I don’t think I’ll get on too many uptown trains when I want to go downtown, but you know, the familiarity, the old alacrity, the smoothness, the comfort, it’s not quite there. I’m gonna have to check check my subway map app more often than I used to where you know, I used to just pop downstairs. Oh yeah, it’s right this way pop pop pop. I know the turn, I know which uh entrance I wanna use. I know exactly where to stand waiting for the train. I don’t have that, that level of comfort anymore. And Covid of course, You know, I did see that. Covid rates are declining in Northeast. But I mean new york city is still a huge city densely populated. So we got some trepidation there. I’m gonna have to be more scrupulous about my masking than uh, than I am here in this little beach town in north Carolina. And then the other part is just, you know, identity. I was a new yorker for 15 years And yes, I, I moved out of New York six years ago. So it’s not, I didn’t move out because of the pandemic. I left several years before, but for two weeks, I don’t know, can I be a new yorker again for two weeks? Is that that allowed? Am I a tourist? I don’t know. I’m, I don’t think I’m an expat new yorker living in north Carolina. I don’t feel like that. No, but am I a tourist returning for two weeks? Interesting. What’s, what’s my identity? How do I fit in former resident? Not, you know, that that’s somewhere higher cash than tourist returning resident, but just for two weeks. So interesting. You know, and I’m sure that you have got lots of these kinds of thoughts going on as you return two old patterns, old places That’s Tony’s take two. We’ve got boo koo, but loads more time for appealing to tomorrow’s major donors with najid Kassem by the way. You’re on five boards, you were dismissed from one of the boards. I’m not at liberty to reveal at this time, but you’ll, they’ll be in touch with you.

[00:37:11.43] spk_1:
Good to know. tony I’ll expect the letter.

[00:37:14.13] spk_0:
Now the donor advised funds and the foundation. Yeah, very good. But when I said, when you know the kids are involved now, um, ultimately, I mean the kids may have already taken over, but ultimately when their baby boomer parents have died, then the kids are gonna be involved, especially in the family

[00:37:38.83] spk_1:
legally required to, to make disbursements. So if you haven’t gotten on the ground game now In 5, 10, 15, 20 years when there are these huge amounts of money, which they constantly have to be giving away, you’re gonna be behind the eight ball and that’s unfortunate position for folks to begin

[00:37:59.33] spk_0:
good. Yeah, no good advice. And that is right in line with what nonprofits can be talking about can be thinking about and and likely acting on. So yes, now you’re, you’re still in that you’re still in the, you’re still in the game.

[00:38:13.82] spk_1:
I’m still, I wanted to end at some point with five weird facts about legacy giving that I found, which I think you would really enjoy. I

[00:38:22.12] spk_0:
probably will. Let’s not, it’s, it’s not the show though. It’s still tony-martignetti non profit radio So hold, hold back with the, with the anarchy and we’ll get, we’ll get to the five points. we still have plenty of

[00:38:27.56] spk_1:
time

[00:38:31.02] spk_0:
alright, the five, five idiosyncrasies maybe of plan giving or legacy giving as you call it.

[00:38:34.79] spk_1:
And I think which is relevant obviously in the transfer of wealth conversation of course. What

[00:38:49.12] spk_0:
about what about more advice about thinking about acting on younger the younger generations, millennials generation, z you mentioned stewardship, what are we talking about? So

[00:38:51.08] spk_1:
I was just, I was just gonna go there and talk about

[00:38:52.72] spk_0:
community.

[00:39:56.92] spk_1:
So, so I think one of the pieces of advice that Nathaniel especially gave is like the post gift engagement, especially in peer to peer. And I thought that was really interesting because, and it’s two kinds of post of stewardship, the stewardship of the donors who give to peer peer campaigns, which is valuable and we talked about expanding the donor base, but I think what she really drummed down on is how important it is to actually engage with the fundraisers, the folks who are actually doing the period, like, you know, who are the, you know, for those of you who don’t know a peer to peer, you have a group of fundraisers who raise money for the cause and donors make donations in support of those fundraisers and the money goes to the organizations, but the fundraisers, they’re kind of like your champions, right? They’re the ones who are casting a wide net who are sharing and promoting, who are engaging their social media’s and I think one thing that we often forget is to thank the fundraisers, we do a good job of thanking the people with the money fine and maybe we don’t do good enough a job but you write a check general, you’re gonna get a thank you. But the fundraisers are actually your access to market their your go to market strategy, so to speak and so

[00:40:03.19] spk_0:
you’re right. They created the campaign.

[00:40:05.66] spk_1:
Absolutely. They did all your work for you

[00:40:15.91] spk_0:
birthday, whatever. Yes. Yeah. Are we are we are you seeing that? Are we bad at thanking the fundraisers? We are we

[00:41:37.01] spk_1:
are um it’s very automated, it’s thanking for signing up more than thank you for what you’ve done. So a lot of like the impact or or community reporting people often forget the fundraisers and there’s you know, we’ve seen that anecdotally, we’ve seen that with our product and I’ve seen that in some of the research as well. And so where you know, Nathaniel gave this great example, I’m trying to remember but she said send a personalized impact report to the things that the fundraisers care about because generally when you’re signing up as a fundraiser for a peer to peer campaign, you give insight into the things you care about the reasons you’re doing. My mom, you know, my grandmother passed away from acts or my you know, my my aunt did this or or someone at my work struggled with that. And so you’re gonna get some insight into what they care about and if you want them to run these things again to do it participate next year or in subsequent years to get more involved as a donor themselves or a volunteer that follow up is so valuable and make and spending the time Doing it for for each of them, even if it’s 10 minutes, you know, make a call, put their name on an impact report, it’s so little in terms of cost or time, but the value of the return and ultimately that feeling of values align, which was, you know, I’ve tried to come through, come up over and over again through the, you know, this conversation about millennials, they’ll feel valued, they’ll feel values aligned and ultimately it’s the right thing to do, but but also it will help you getting them to get engaged in other ways or or

[00:41:56.31] spk_0:
again. Yeah, Alright, very smart, very savvy. I’m disappointed to hear that we’re not being good about the fundraisers. It’s I

[00:42:17.30] spk_1:
think it’s easy because there’s lots of them and it’s hard because we’re not used to it. Right, peer to peer is relatively new, it’s not built into the muscle memory of us as fundraisers and I think that’s yeah, a lot of organizations, especially mid to large ones are actually getting peer to peer officers now. So you know, you’ve got your major grant donor officer or program manager, you got your recurring donor, you got your peer to peer now because the R. O. I. S. Is so strong both from a brand perspective and from the donation perspective. Right.

[00:42:24.33] spk_0:
Very good. Thank you. All right. When you said you had I think you said you had to

[00:43:45.90] spk_1:
I think I think the stewardship one is interesting and it actually comes to you know again it’s that personalization element what what millennials want to hear however you’re engaging them if they’re the kids of high net worth if they’re part of peer to peer campaigns or if they’re just giving in general as part of the transfer they want to see much more intimately or much more directly what’s happening with the money? Right. What are you know the older generation is like how much are you spending on administration? That’s actually a lot less. They don’t care as much and you can see that because of how they’re giving, what they care about is what actually happened to that money. I don’t care if you use 13 cents or 18 cents or 23 cents for administration. How many malaria nets was I able to get from that or you know what value did my gift or my time bring to the cause that I care deeply about and that subtle difference in stewardship is actually quite substantial in how you treat it. So you know it’s not a budget or or or a financial document that you’re sending as part of stewardship it’s a lot around stories around data on impact and and around around making them feel like they were a part of that, which I think is quite different from what we saw in this boomer and other generations. What do you think? tony

[00:43:50.96] spk_0:
Yeah, no, I agree. I think there’s been less attention to that.

[00:43:56.00] spk_1:
It’s

[00:43:56.78] spk_0:
been it’s been growing, but the boomers are probably dying at a faster rate than they can, they can gain the they can gain the benefit of. I’m one of them, I’m happy to be a younger one.

[00:44:32.29] spk_1:
But but I also think it goes back to the values which we’ve sort of been talking about, right, that different reason for giving, right that the reason people millennials take certain jobs or do certain things or engage with certain, you know, community activities or civil society, it is different. And if we don’t steward differently with that, we’re not only missing an opportunity. We’re kind of not meeting folks where they are.

[00:44:34.29] spk_0:
Look, if, you know, if you’re ignoring this, the difference in the generations, you’re, you’re doing so at your peril. You know, you’re, you’re ignoring critical difference is that there’s a difference between your 70 year old donor and your 40 year old donor

[00:44:48.88] spk_1:
and I don’t want your old donor and

[00:44:51.30] spk_0:
You’re 25-30 year old donor

[00:44:53.59] spk_1:
absolutely and I don’t want it to be like we’re just doing this to get more money. Like as much as that’s easy to do. You want to connect like it’s the right thing to

[00:45:14.49] spk_0:
do. Yeah. Including families has always been, especially in planned giving, but it’s, it’s just, it’s just smart. It’s just smart business, um, engagement, which leads leads to more, more, greater impact, whether it’s volunteering or giving or just thinking well of your cause.

[00:45:23.26] spk_1:
You know, you

[00:45:24.25] spk_0:
know, I don’t give to the organization anymore, but they were very good to me when my mom died,

[00:45:30.19] spk_1:
yep.

[00:45:35.29] spk_0:
All right. All right. The Big five now giving, I will, I, I prefer the phrase planned giving so I’ll tolerate, I’ll not accept, but I’ll tolerate your legacy giving moniker.

[00:45:46.49] spk_1:
This kind of, and I’m gonna type

[00:45:49.97] spk_0:
each

[00:46:47.28] spk_1:
of them back to the conversation we’ve had today. So this isn’t out of nowhere. So first data point is 50% of like of, of planned donors give to their organization for more than 20 years before making a planned gift. So when we talk about engaging folks If you’re 45 or 50 right now, you’re part of that gen x or you’re, you know, you’re an elder millennial. If the, if the data point stays strong 20 years, it’s gotta start now, You know, if you want. And that, that’s why this transfer of wealth is super interesting. Number two donors, aged 44 older represent about 75% of all wills and more than 80% of the total value of all charitable requests made. So again, 44 is a young, it’s, you know, it’s not, we’re not talking people in their seventies when people are thinking about their wills, their thinking about the, when their kids are still in single digits often, right? Like, you know, we, my wife and I did our will when she was pregnant. We didn’t have a will before that, but we, you know, we did our, our will our wills. I guess there’s two of them

[00:46:52.80] spk_0:
was donors, 44 and over represents 75% of all existing wills

[00:46:58.73] spk_1:
and more than 80% of the request

[00:47:07.58] spk_0:
And more than 80% of all right. I guess I’d like to see a finer breakdown. Like that’s 44 and over. You know, What’s, what is 60 and over look like

[00:47:10.18] spk_1:
and I don’t have that off my fingertips. But I would bet it’s even it’s the vast majority. I

[00:47:14.95] spk_0:
would bet I

[00:47:33.48] spk_1:
would bet again, Absolutely, absolutely. Number three, 50% of donors age 50 and over with no Children had charitable estate plans, but among similar donors With Children, only 17% had philanthropic plans. That one was actually quite interesting to me.

[00:47:41.08] spk_0:
Yeah.

[00:47:42.58] spk_1:
So

[00:47:43.91] spk_0:
your, your folks with no Children are better plan giving prospects than your folks with

[00:47:49.55] spk_1:
Children and

[00:47:50.57] spk_0:
There’s, there’s a difference of 33%.

[00:47:56.28] spk_1:
Absolutely, yeah. In terms of the number of them that have wills. Right, Which is fascinating.

[00:48:01.27] spk_0:
That’s the population is have a charitable request in there

[00:48:07.50] spk_1:
will be 30

[00:48:14.67] spk_0:
3% if you’re, if you’re 55 and over, No, 50 and over, You’re 33% more likely to do it if you’re 50 and over and have no Children than you are if you’re 50 and over and had at least one child.

[00:48:36.57] spk_1:
Yes, absolutely. And again, why is this relevant? Because in this transfer of wealth, more and more people are inheriting money who don’t plan to have kids. Right. And that’s super interesting and incredibly relevant. Um,

[00:48:38.77] spk_0:
You know what, that’s even, it becomes more interesting even on another level, because yeah younger folks are less likely to have kids from the current 55 year

[00:48:48.91] spk_1:
olds. So

[00:48:54.57] spk_0:
assuming human nature isn’t, isn’t changing then that the Delta is gonna change between between the population, that doesn’t have Children in the population. That does, because the population that doesn’t have Children is going to grow up.

[00:49:16.17] spk_1:
And you look at that first data point where most people are gonna make requests to folks that they’ve engaged with for 20 plus years. that’s again relevant because more people are not having kids. So you got to engage them earlier. Because if you do the likelihood of you getting a request is, is going to be like you said, the Delta is going to be higher and higher. Right? Very

[00:49:28.23] spk_0:
interesting. And

[00:49:52.27] spk_1:
ultimately Planned gifts from single, never married donors are actually 13% larger than from married donors. So it’s interesting is, again, how do you focus this? This is, this is part of the lecture he gave on like how do you focus your time? Of course, you have unlimited resources. You focus on everybody. But thinking about folks who haven’t been married, um, or are no longer married and without kids, you’re gonna get bigger donations. Right? And, and that’s super interesting. Especially in the context of people not having kids. A lot of this transfer is inter mediated by that,

[00:50:07.06] spk_0:
that those have always been your best planned gift prospects, folks who are unmarried and no

[00:50:11.65] spk_1:
Children.

[00:50:23.46] spk_0:
Um, not to not to exclude others from your program. If you have the, if you have the luxury of knowing who has Children and who never married and a lot of that, you can just find out from, uh,

[00:50:26.19] spk_1:
social media.

[00:51:04.96] spk_0:
Well, yeah, that’s true. Um, then then those are your, those are your, you’re ultimately best prospects. And thank you for using the word Penultimate correctly. I appreciate that so many things. So many people think that penultimate is is the better one comes after the ultimate because its penultimate. So she correctly, thank you for using Penultimate, it’s among my favorite words along with, but the ultimate, it’s the

[00:51:11.86] spk_1:
Ultimate, the Bark Mitzvah. Ultimately Pet owners are 70% more likely to give request than non pet owners.

[00:51:15.06] spk_0:
Pet owners.

[00:51:33.86] spk_1:
So free will, which is a will’s website in the US. It like helps folks create their wills. Did some really interesting data around the charitable giving of pet owners and folks who have pet owners are much more likely to make requests, 70% more likely than non pet owners. So I have no idea how to use that piece of data, but it’s so obscure and so interesting that I included it as my factoid and I’m sharing with you

[00:51:46.06] spk_0:
for folks who are in a, in an animal oriented non profit you know, they know

[00:51:48.68] spk_1:
that a lot

[00:51:49.97] spk_0:
of pet owners are very concerned about the life of their pets after their own deaths.

[00:51:55.36] spk_1:
So

[00:51:56.60] spk_0:
they’ll make, they’ll often make

[00:51:58.39] spk_1:
gifts for

[00:51:59.55] spk_0:
the care of their

[00:52:29.65] spk_1:
pets. Interesting. I, I think what’s interesting is going back to millennials and the demographic data that we’ve seen as most folks, you know, a lot of people who don’t choose to have Children choose to get a pet. It’s like a pretty common, you know, trend, I think. And so, you know, that’s interesting because there they still have a lot of love and they’ve made a choice which is so personal and they want to continue a legacy, Not just for their pets, for what you said, but rather just in general. And so they see their way to, to continue. They don’t have Children. So their legacy is gonna live through their gifts. And I think that’s, that’s, again, speaking to the 3.6 to 3.1 number of people in the household and that number continuing to, to change.

[00:52:49.05] spk_0:
Thank you very much.

[00:52:51.52] spk_1:
Let’s

[00:52:59.35] spk_0:
let’s take care of a couple of things when it first, don’t you shout out to Nathaniel Fung, since you mentioned a few times, So

[00:53:24.35] spk_1:
was was my co presenter on this. Um I got to give a lot of the nerdy theory that I shared with you all today, but Nathaniel did a phenomenal job of sharing the case studies that she’s done. She spent a lot of years, decades I think, working in health foundations and health giving and she just brought incredible examples of youth councils and examples of campaigns and how they started them. And so it was, it was an absolute treat to, to speak alongside her.

[00:53:32.65] spk_0:
Nathaniel is director of philanthropy, where at

[00:53:32.82] spk_1:
the BC Women’s Foundation

[00:53:34.75] spk_0:
Women’s hospital

[00:53:36.48] spk_1:
british Columbia, women, women’s hospital, where my son was born.

[00:53:41.35] spk_0:
And Kayla, you give it a shot for Kayla,

[00:54:30.04] spk_1:
I mean, always happy to, to to serve such an incredible institution um for those of you who don’t know, Kayla is, is fundraising um intelligence and donor management tools, built, you know, with the most powerful, exciting technology. But built by fundraisers myself, being just one of many and ultimately our goal is to help folks, you know, have a great um donor management experience, to help increase the predictability and to help nonprofits grow. They’re giving it’s a Crm, it’s an intelligence tool. It’s got beautiful and amazing forms you can pick and choose if you want crm, you want forms, you want intelligence. But ultimately it’s a it’s a technology company with the sector at its at its core and I encourage everyone to to always take a look at kayla k e l a dot com.

[00:54:37.34] spk_0:
Dot com, awesome dot com. Very good. Look

[00:54:38.81] spk_1:
at

[00:54:43.18] spk_0:
dot com. It definitely rhymes what? Almost com

[00:54:49.84] spk_1:
Alright.

[00:54:52.84] spk_0:
And he’s the ceo and founder, thank you very much for sharing your ideas.

[00:54:55.18] spk_1:
tony always a pleasure and hope to see you. Hopefully not two years from now, maybe before that.

[00:55:00.40] spk_0:
No, thank you. Well, will you be in you think you’ll be in Denver if it’s actually live?

[00:55:05.47] spk_1:
Yes, yes I will. Next.

[00:55:06.74] spk_0:
NTC 23. NTC I believe I’ll be there too. All right,

[00:55:10.81] spk_1:
wonderful. Thanks. tony

[00:56:29.54] spk_0:
my pleasure and thank you listeners for being with Non profit radio coverage of 22 NTC. Thanks so much. Next week, It’s your RFP process as our 2022 non profit technology conference coverage continues. If you missed any part of this week’s show? I beseech you find it at tony martignetti dot com. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o And by 4th dimension technologies I T infra in a box, the affordable tech solution for nonprofits, tony-dot-M.A.-slash-Pursuant four D just like three D. But they go one dimension deeper. Our creative producer is Claire Meyerhoff. The shows social media is by Susan Chavez. Marc Silverman is our web guy and this music is by scott Stein. Thank you for that. Affirmation scotty Be with Me next week for non profit radio Big non profit ideas for the other 95 go out and be great.

Nonprofit Radio for May 9, 2022: Using COPE To Keep Your Website Fresh

 

Katelyn Gerber & Rachel Kribbs: Using COPE To Keep Your Website Fresh
Create Once, Publish Everywhere. User friendly COPE workflows and principles will efficiently keep your website content up-to-date. Explaining how are Katelyn Gerber and Rachel Kribbs, both from FORM. (This is part of our coverage of the 2022 Nonprofit Technology Conference, hosted by NTEN.)

 

 

 

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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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[00:01:58.54] spk_0:
mm hmm. Hello and welcome to tony-martignetti non profit radio Big nonprofit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d be hit with a Nicaea if you nailed me with the idea that you missed this week’s show. Using Cope to keep your website fresh, create once published everywhere. User friendly cope workflows and principles will efficiently keep your website content up to date explaining how are Caitlin Gerber and Rachel cribs both from form. This is part of our coverage of the 2022 nonprofit technology conference hosted by N 10 On Tony’s take two please share. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o. And by 4th dimension technologies I thi infra in a box The affordable tech solution for nonprofits tony-dot-M.A.-slash-Pursuant four D. Just like three D. But they go one dimension deeper here is using Cope to keep your website fresh. Welcome to Tony-Martignetti non profit radio coverage of 22 NTC. You know what that is The 2022 Nonprofit Technology Conference. Our coverage continues with Caitlin Gerber and Rachel Cribs Caitlin is director of operations at form and Rachel cribs is account executive at form Caitlin Rachel Welcome to nonprofit radio

[00:02:06.04] spk_1:
thank you. Thanks for having us. It’s

[00:02:10.84] spk_0:
a pleasure to have both of you. Your

[00:02:11.86] spk_1:
session

[00:02:21.54] spk_0:
topic is using Cope principles to keep your website fresh. Well we’ll get into what Cope is all about um Who wants to explain what Form is all

[00:02:58.14] spk_1:
about Caitlin? I can take that one Caitlin Caitlin has been here longer than I have, but I have the the the elevator speech down. So form is a we are a digital first creative group. Um and we only work with a non profit organization, so we are based in Cleveland Ohio, but we work with nonprofits in every corner of the sector um all over the country. And we, our mission is to help nonprofits connect with their patrons um and do more work and do it better and reach more people. We do that through website creation, we do print digital marketing campaigns, um Digital interactive. So anything digital first, we provide those services for non profit works. Um And I come from about 11 years of nonprofit admin before joining the team. So that’s kind of the perspective that I bring to the group.

[00:03:31.14] spk_0:
Alright, very concise. Thank you. You do have to have it down. Your right. Absolutely. All right. Um then Kaitlin, let’s go to you what what Cope Principles give us an overview of of Cope and and how this is valuable for nonprofits.

[00:04:03.34] spk_2:
Yeah, so it’s one of those acronyms that we can add to the acronym jar. So it stands for create once publish everywhere. And the whole idea is really to work smarter, not harder. Um So when you’re creating website content, you want to create it only one time, but show it in multiple different places. Um So it cuts down on kind of retyping the same things or having to keep different pages updated and keep track of all of that and really tries to simplify your workload um when it comes to creating your content on the web um and making it as easy for you to keep track of and keep updated on an ongoing basis,

[00:04:16.34] spk_0:
is it something different than just simple repurposing?

[00:04:33.84] spk_2:
So it really comes down to how your website is set up. So it’s kind of a whole ideology of how you enter content into your content management system for your website. Um So it is kind of a records based approach. Um So rather than creating individual pages and copy and pasting that content, um you really are only entering at one time um into a form and then your website is displaying that content in multiple different places, even though it only exists one place in your content management system.

[00:04:54.60] spk_0:
So

[00:04:56.34] spk_1:
yeah, the the

[00:04:57.67] spk_0:
more sophisticated than my simple minded repurpose,

[00:05:01.21] spk_1:
the end, the end result is that content is repurposed repurposed and there are all kinds of benefits to doing that. But the way to get it repurposed is a lot easier and more effective and efficient on the back end.

[00:05:14.54] spk_0:
Okay, so let’s stick with you Rachel, what did you talk in your summary of the session about Coppola workflows, what is this, what does this start to look like.

[00:06:51.04] spk_1:
So basically you’re ideally the content management system. So the, the thing that the nonprofit organization would see on the back end in order to publish information on the front end of their website. So your content management system, you know, examples of this are WordPress, it’s probably the most popular one. Um, Drew Apple Squarespace and Wix. These are all content management systems. So in the C. M. S, uh, there are a series of forms ideally so that you are entering information about certain types of content that may change frequently. Um We call this dynamic content like event listings, blog posts, news articles, these types of things that are going to change frequently. You would enter into a form fields, uh, you know, date, start time and time. When do I turn this off? What’s the body, what images do you want? Um, into this form based system in your CMS. And then you select where it’s displayed on the, on the front end to your users. So that’s why we call it a workflow. It’s really um about the cope refers to the system that the content creator is using to get this information out. Um sounds really dry and boring, but the end result means, I mean literally an exponential amount of time saved for nonprofit admins and having been a nonprofit admin. I understand, you know, time is of the essence and and also it avoids um, broken links, errors, typos because, you know, you’re entering all this really detailed information multiple times. Um but that’s why we call it a workflow because that’s really what it’s all about.

[00:07:17.74] spk_0:
And how does someone create this? How does someone create the document that is linked? That is part of your, your content management system that is then going to distribute this, how does this all get made? So for people who aren’t working for form or working with form, how do they implement

[00:08:03.24] spk_2:
this? So the first step is to really identify types of content on your site that work well with this type of workflow and what we mean by that are things that um typically have a similar format on your site. So Rachel mentioned things like events. Um so date based things are really great um because that allows uh, your system to automatically hide those things for you um when the date passes. Um, so date based type things are really good things like fundraising events, um, community events, if you’re an arts organization, um, things like exhibitions or performances, um, those are great types of content to consider using this form.

[00:08:07.34] spk_1:
Um

[00:08:28.54] spk_2:
also things like blogs, news, um kind of the usual suspects there in terms of content that’s created in a kind of standardized way, um and things like your program services, location, staff, um, things that you can easily imagine, you know, I can enter all this information into a form because it all kind of follows the same format. Um so the first step is really identifying what types of these things do you have on your website? Um Almost every nonprofit has events, um Almost everyone has staph or programs, things like that. And so really uh

[00:08:44.42] spk_1:
taking

[00:10:04.04] spk_2:
stock of what types of content you have on your site. Um and then really mapping kind of how those relate to each other. So on your program page you might want to also display news about that program. You might want to also display who you should get in touch with if you have questions about that program um or events that relate to that program and really kind of creating this map of kind of how your content can and should relate to each other. Um and then really assessing, you know, are you already entering this content in this way or are you entering it one page at a time copying and pasting it over um and kind of taking stock of that. And then really it comes down to kind of how savvy you as an individual are um with content management systems. Uh it might be a thing where you feel really comfortable in WordPress and installing plug ins and you can get these things set up yourself, um more often you’re probably going to be working with whoever you use um to work on your website, um and saying, hey, these are the types of things that we would like to modify to be cope friendly. Um and web developers will know what that means. Um they will understand that, that terminology, um they will understand what you mean by hey we want to make this a plug in um and kind of working with them to update that. Um The best time to consider this really is if you’re doing a website redesign you can certainly update your existing website, but it’s definitely easiest if you’re thinking about embarking on building a new website in the next year or two years, if that’s in the plan, um start taking stock of these types of content and mapping them to each other. So that way when you are

[00:10:30.51] spk_1:
selecting

[00:10:43.54] spk_2:
a vendor or working with your existing vendor from scratch, um you have your arms with its information and arms with these requests. Um so that way it can be built right kind of from the, from the start. Um and really just make sure that you’re maintaining that. So if you as an organization do decide to add a blog, for example, um make sure that when that’s added to your site added in a friendly way. Um so that way you’re kind of future proofing your content. Um but really the first step is to take stock, where are you, where are you at now? Um and then you can decide how you want to proceed

[00:11:09.14] spk_1:
from there.

[00:12:22.34] spk_0:
It’s time for a break, turn to communications, the content creation and the content management, you see now how they work together. Turn to can help you make the content right? The content, deliver it and deliver it to the audiences that you’re trying to reach, then you also need to manage it right? You want to keep it public on your own sites, so you’re getting it out through media channels, that’s the ideal. And that’s what turn to does. But then you got your own sites to that’s the earned versus the owned media. So where you own the site, whether it’s a blog or uh, maybe it’s a podcast or, you know, just your website, it’s all got to be managed. So it’s findable. The content creation, content management turn to communications turn hyphen two dot c o. Now, back to using cope to keep your website fresh, Rachel anything you want to add to the to that.

[00:12:47.14] spk_1:
Yeah, I think just the the short, the The point is, uh you mostly have to work within your content management system, involve your web developer. WordPress, scruple those are really popular content management systems. Um there’s another one called final site that a lot of K-12 schools use these are all they all support cope. Um I know on WordPress and ripple, you could do some googling online to figure out exactly how to do that. But it does get technical and as Caitlyn mentioned relying on third party plug ins. But if you’re not the developers, you mentioned doing that kind of content mapping. Thinking about how your website, visitors might want to see information or what’s going to be most informative to them is an important step you can take even if you don’t have that technical skill.

[00:13:17.04] spk_0:
Okay. I mean it’s imagine it’s hard for me to imagine a nonprofit not working with form, but I like to have listeners understand, you know, how they can, how they can proceed on their own. Alright, so

[00:13:23.67] spk_1:
any

[00:13:36.44] spk_0:
web developer, anybody works in WordPress or drew people is gonna know or you mentioned square to, you know, is gonna know what cope Cope is and Cope friendly principles are okay, Okay. Yeah, this

[00:14:00.94] spk_2:
is in a brand new concept. I think that the term was first coined about a decade ago. Um, and it’s just gained popularity because as Rachel mentioned, non profit admins are busy people, they have a million things that they have to do. Um, and entering the same content for their website six times is not among the priority list. Um, so this, this is really kind of taken taken off and become a very familiar term in the industry

[00:14:43.44] spk_0:
and I was concerned when, when I selected this because on nonprofit radio have jargon jail, but you both have been very good about explaining terms, you know, con CMS, not just throwing out CMS content management system Rachel, you were very clear about that. So, but, but I’m uh, I’m very sensitive, you know, I’m, I’m, my, my antennae are up but you’ve been very good so far. So no jargon jail transgressions. You’re, you’re succeeding. Lots of people trying, you’re, you’re succeeding. Um, you talked a little too about building consensus and and buy in around new new workflows that I get that I guess are gonna be cope, uh, helpful friendly. What does that, what does that look like trying to get like leadership by in what are we talking about there? Who don’t know who wants to take this?

[00:16:15.54] spk_1:
I can take this one Caitlin if that’s all right. Um, since I talked about this in the, in the, the webinar to really cope benefits. I mean, it sounds so dry and boring, right? Like if you go to leadership at the nonprofit and it’s not about like here. So I’m gonna bring in the next million dollar gift, It’s like, okay, please don’t bother me. But really, this not only benefits your organization and saves time. So there’s a clear, um, kind of business outcome. You can save a lot of resources and your folks can focus on more of that fundraising or helping their constituents by using this system. Um, but it has a huge benefits for the website, users to, So, okay, maybe this isn’t a direct, um, fundraising tactic, but if the end result is a more enjoyable user experience on your website, that really, really goes a long way. And I think nonprofits, um, like I said, having worked for several and just what I’ve observed, tend to think that if people are coming to my website, they care enough about my organization to find what they need. No matter how much digging it takes. And really that’s becoming less and less the case. If someone’s frustrated, confused, they can’t find something easily, You’re going to lose them, you may lose their support, they may lose interest in you. So we have to make sure that our website visitors are having a really positive experience. So in order to get buy in from the organization, those are sort of the two angles I take. This is good for us. This is good for our constituents. But

[00:16:21.67] spk_0:
before you start to get to buy it, why is it better for website visitors? What, what, what difference does it make for them?

[00:17:23.04] spk_1:
Yeah. So a couple of things, um, it makes your website more engaging. So let’s say you’re browsing a nonprofit that you’re, you’re not familiar with. And you see an interesting article, let’s say. Um, the first thing is maybe it links at the bottom two other articles from that bank of articles you have that are related to this topic. So they might see that and then go down this rabbit hole and it’s kind of how you get on like a Wikipedia rabbit hole, you start clicking on the links inside and going down these other things. So that’s kind of, the idea is you can have related information to the page that they’re on and it’s going to create a more engaging website experience. Um, we like to say it avoids dead ends where a website is, there’s clicking through, they get to a page and then there’s really no obvious place for them to go next. We don’t want that to happen. Um, it also makes it more informative. So as the example, Caitlyn mentioned, um, if someone is seeking out service of yours and they’re on your, your services page and they’re looking at something. Uh, if you have information from like your staff database pulled right into that page of like, here’s the person you contact you about questions, then it’s all right there. They don’t have to then go digging through your contact form trying to figure out who to get in touch with if they have a follow up question. Um, so it makes it more informative, more engaging. Um,

[00:17:53.54] spk_0:
more relevant. It sounds like a page has more relevant. You’re saying a page would have a contact person not just go to our general contact page and try to try to sort through. Yeah. Okay.

[00:18:37.94] spk_1:
Yeah. And the last thing I mentioned, the last thing I’ll mention about that too is we’ve seen nonprofits air on the side of not including this kind of information at all. So out of fear of having to make sure they remember to take down an event when it’s past or avoid having to manually update all of these things. They’ll just leave blogs off of their website. They’ll leave events off of their website and then that is really irrelevant. I mean, you know, that’s what people go to like find this up to date information. They want to see that you’re doing things they want to read about you. So the alternative is not a good one too. Just not include this kind of dynamic information on your website. Makes it stale. Um, not helpful. Not informative. No. That’s another reason

[00:18:59.24] spk_0:
that what you’re describing now is the tail wagging the dog. You’re, you’re, you’re unsophisticated content management regimen. Not, you’re not necessarily the system, but the way you’re using it is, uh, is preventing you from putting relevant content on your site. That’s, that’s antithetical to what the whole purpose of a content management system.

[00:19:06.74] spk_2:
And I think we’ve all been to nonprofit websites that

[00:19:11.14] spk_1:
still

[00:19:11.49] spk_2:
have their event from six months ago on the home page. And that, that doesn’t have a lot of trust with your organization. Just I

[00:19:20.03] spk_0:
think just a week old, you know, oh, this is coming up. Oh no, it was last

[00:19:29.74] spk_2:
night. No, never mind. Uh, yeah. And it just immediately creates like a, what’s going on over there. Right?

[00:22:46.04] spk_0:
Just write it all contributes. Like Rachel’s suggesting it all contributes to an overall feeling that a donor a potential donor has. You know, it’s just see something stale on the website. I mean, this is 2022, you know that shouldn’t We’re not in 1996 websites where you know everything is done by by single keystrokes anymore. It’s time for a break. Fourth dimension technologies. Their I. T. Solution is I. T. Infra in a box. It’s budget friendly and holistic. It’s the it’s the buffet of I. T. Solutions because you take what you need and leave the rest behind. So as you’re browsing the buffet, walking through the line, you’ve got your tray sliding along on the on the silver rails. You can choose from I. T. Assessment. Yeah, I’d like a dish of that multi factor authentication comes in a small bowl just perfect. I’ll take one of those other security cost analysis help desk. Hmm that looks like a good dessert. I’ll take that along as well And there’s more in the buffet that you can choose from. So as you’re going along with your tray you choose what’s right for your I. T. Situation for your budget. Fourth dimension technologies. tony-dot-M.A.-slash-Pursuant Just like three D. But they go one dimension deeper. It’s time for Tony’s take two. Please share non profit radio I grew up with share share. That’s fair. Well not not exactly the sharing we’re talking about. That’s two brothers fighting over the same Tonka truck. They used to be metal back then but that’s a bit of a digression. non profit radio is it helping you? It’s your I I presume it is. Otherwise you wouldn’t be listening to me. So it’s helping you. Who else can it help that you know within your networks, your sphere of influence, somebody else who works at a nonprofit, somebody who works at your same non profit a board member, Maybe it’s a board member to your non profit you’d like them to have the savvy ideas, but but then you’re gonna give away your source of savvy ideas. So maybe that’s not such a good idea, board members and other nonprofits. Okay, so who do you know I’d be grateful if you would share the word of tony-martignetti non profit radio so that more folks can learn and benefit the way you are. Make it makes perfect sense. Right? So in that respect actually share share that’s fair is appropriate. So if you can share non profit radio with someone else. I would be grateful. Thanks very much. That is Tony’s take two. We’ve got barely a butt load more time for using cope to keep your website fresh with Caitlin Gerber and Rachel cribs. All right, so I made you digress, Rachel we were talking about but I remember to go back, I I usually remember to go back to your your suffering a lackluster host but not not not untraceable, just lackluster. So you’re always talking about getting getting buy in on these uh on workflows adopting these new workflows

[00:23:04.54] spk_1:
you know

[00:23:05.85] spk_0:
to remind us to rationales good good for your constituents your website visitors, and then also good internally because you’re you’re saying exponential time savings,

[00:23:42.84] spk_1:
yes, it’s an exponential time saver. So hopefully the argument that this is really good for the people we are serving is enough. But if it’s not, you can also make the time saving argument. Um It also ensures it helps you ensure accessibility and a. D. A compliance um more efficiently on your website, which is, you know, usually that gets everyone’s attention. Um But again, that should be because it benefits your constituents, but this is because you can set up those forms in a way that, you know, the way that you’re putting the information in is always going to appear in an accessible way. Um Not only in terms of design aesthetic. So we’re talking about um you know, the type faces that you’re using some of the formatting things you can preset in this scope workflow. So every time it appears it’s meeting its compliant to that. Um But it also appeals to

[00:24:12.64] spk_0:
across your many pages. That’s another thing that it’s just a general again, just a general feeling of

[00:24:16.04] spk_1:
web

[00:24:16.39] spk_0:
web visitors, you know, that that’s a that looks like the headline on the other page was so much bigger and it was blue and this one is smaller and it’s red. Okay. And

[00:25:04.34] spk_1:
those design choices ideally should be made very carefully to make sure that it not only looks good but it’s it’s appealing to folks that may have different disabilities, visual impairments. Um even it even appeals to um neurodivergent learners so cope setting up cope on your website. This is kind of getting back to the benefit to the users so I promise I will get back to the organization. Um but it’s a good point is that it appeals to we say multiple browsing styles as I mentioned in the webinar. So you might you know Tony you might get two events on a certain web page by following a certain workflow that feels natural to you but Caitlin might find it differently and this kind of allows you to follow any of those

[00:25:08.20] spk_0:
pathways.

[00:25:09.64] spk_1:
You’re

[00:25:11.80] spk_0:
not doing it my way because I’m center. So if you’re not doing it my way,

[00:25:16.78] spk_2:
tony

[00:25:20.27] spk_0:
you’re shattering my reality, shattering my subjective reality. So please

[00:26:29.24] spk_1:
I would I would push back because Caitlin is like the most logical person I know, so I’m sure hers would be very direct but it appeals to that neuro diversity which again just gets back to um being more compliant and inclusive on your website which is going to to promote a sense of inclusivity of your brand, your organization. But um the last so that that A. D. A compliance is usually a strong case um to make with senior leadership and other members of your internal organization um and another big one is that it improves your search engine optimization results so um when folks are searching for different things on your website, if google suspects a sense of of structure to your content, um, it’s going to prioritize that in your S C. O. Um and also if you have the same piece of content, like a news article that pops up in multiple places, it’s also slightly more likely to appear, appear higher. So when people are asking, how can we improve our sc Oh, this is one really great way to be able to do that. So those are kind of a big the big benefits

[00:26:31.01] spk_0:
benefits the advantages. Okay, okay. Um you said it’s interesting if google senses a structure

[00:26:40.14] spk_1:
mm hmm,

[00:26:43.64] spk_0:
it can it can suss out a better organized versus less well

[00:26:47.41] spk_1:
organized

[00:26:48.74] spk_0:
web website.

[00:26:50.64] spk_1:
Google is essentially being google is very all knowing. Sorry, Caitlin, go ahead.

[00:27:34.34] spk_2:
No, it definitely, it definitely can. So it can tell if there are pages that are related to each other. So it is a bot that crawls around your website and if you’re making it easy for it to do that by relating things to each other, that makes sense. Um it is going to reward you for that. Um and as Rachel mentioned earlier, having things in the appropriate uh, aesthetics, but it is also kind of the underlying code, um, making sure you have a header on every page, making sure you have a description captions for photos relevant, links, things like that. Um it rewards that as well because it can tell that your content is broken up that it’s been thought through. Um, and it rewards those types of behaviors. Um, and so having a system that kind of enforces that for you. Um, really goes a long way. We’ve all seen pages that are kind of just walls of text with uh, you know, scattered headings and things like that. Um, google,

[00:27:57.54] spk_1:
I can tell

[00:27:57.97] spk_2:
that that is scattered. Um, and so you want to make sure things are structured as possible. Um, and using this workflow really goes a long way to achieving that structure that google is going to report.

[00:28:10.74] spk_1:
If you took away all the aesthetics from a website that’s designed this way, you would see a very thoughtfully, um, a very intentional like network and a web and that’s actually like internally how we design our sights as we start with those, those wire frames first and just these literal diagrams and so that’s kind of what google can see through versus like if you’re creating a website that reads more like a book of just like information, information, information, you want to think of it more as an interconnected web of information. And that’s, that’s what google is going to like better, that’s really what’s easier to browse from a user perspective, but kind of what Caitlin’s getting at with stu

[00:28:51.44] spk_0:
what else should we know

[00:28:52.25] spk_1:
about Cope,

[00:28:54.74] spk_0:
that you shared and don’t hold back on the nonprofit radio listeners, but

[00:28:59.38] spk_1:
what else

[00:28:59.67] spk_0:
did you share in your session?

[00:30:07.24] spk_1:
Um, I think that, I mean, what I would say again coming from the former non profit admin spaces don’t underestimate the importance of doing this kind of research when you’re coming up with a new web solution. Don’t just look for a website that is going to look really good, but it has to have some underlying structure make your job easier. Um, make your website visitors have a more enjoyable experience. It’s really, really, really critically important. And, and we think that, uh, lots of other people do too, that having a cope workflow and Cope systems is key to that. Um, we in, in other conversations Caitlin, I’ve had and you’ve maybe heard this before. Non profits are now calling their websites their digital front door, especially during covid. This is maybe the only way for one of the few ways we have to establish touchpoints with our constituents donors, you know, clients, patrons that were working with. Um, so I think that nonprofits should start investing the time in thinking as carefully about it as they do their brick and mortar organizations. Um, so, so Cope, we think is a really important part of that, of that structure

[00:30:12.24] spk_0:
Caitlyn. Can you remember any questions that you got that were significant?

[00:31:53.34] spk_2:
Yeah, I think, uh, people are always scared of how do I start like, okay, I want to do this. How do I even start doing this. Um, and I think not being afraid to just take that first step of just seeing where you are because you might be surprised, you might find that a lot of your content already is in this workflow and you’re doing a good job um and you might just need to make a few tweaks um so I think people hear this and think oh my God, I’m gonna have to start from scratch, um and if you’re using a common content management system, that’s probably not the case, um you’re probably already somewhat there. Um and so I think doing this assessment can really help people feel better um and feel more equipped with that knowledge. I think it sounds scary because it is an acronym and it is web development um and it can be this very technical thing. Um and so I think that where do I start is the question that we get the most. Um and it really is start with a scene where you’re at um and I think you’ll feel a lot better um and I think to uh you know, it’s working with the right people um so oftentimes uh find a partner that will work with you on this um and make your life easier and they’ll understand um so I think it’s all about finding those right partnerships um to kind of help bring this, bring this to life um but start somewhere that’s the biggest thing is don’t be intimidated by it, um don’t be scared of it because it’s technical um kind of take that first step and just see where you are.

[00:31:59.44] spk_0:
tony

[00:32:40.94] spk_1:
Can I add one other thing to that? Um, in terms of where to start, you know, start with one example, start with one place where you decided, okay, these two pieces of content relate, let’s have them appear on each other’s pages or connect in some way and the place to start might be um, you know, if you listen to, if you listen to your audiences or your constituents, maybe like what’s the question you’re always getting that you’re like, this is on the website. Why are people not finding it on the website? Maybe adopting a Cope mindset could be the solution to mitigating some of those questions and that might indicate where to start with setting up some of these structures and see how that works. So you don’t have to create this whole interconnected web all at one time. Maybe just start with one connection and build from there.

[00:32:57.34] spk_0:
Okay, excellent. Yeah, consistent with what Caitlin said, you know, don’t be intimidated its scope. You know, it’s cope, it’s it’s not, it’s not like, you know, some abstruse acronym create once, publish everywhere. It’s friendly. You can cope

[00:33:06.74] spk_1:
with popularized. We can cope with Cope, It was popularized by NPR what’s more friendly than NPR so we know that this is yeah, the about a decade ago, I think that’s where the term became popularized, um,

[00:33:17.07] spk_0:
executed it on their, to

[00:33:36.04] spk_1:
be honest with you. I’m not sure why it was popularized, but I know that it was kind of at a time when okay websites are becoming next level content creators have to start getting more savvy with how we’re pushing information out. Um, I think it had to do more with timing than this is necessarily something that they had adopted.

[00:33:46.94] spk_0:
That was like the 2008, If I have the timing right? You know, like making websites more sophisticated, much more user friendly thinking about the users who are coming and what they’re, what they’re flows are mapping, mapping their journeys through sites, things like that. All right,

[00:33:59.34] spk_1:
okay,

[00:34:01.84] spk_0:
wonderful. Thank you from both from Cleveland Ohio home of the Rock and Roll Hall of Fame,

[00:34:06.18] spk_2:
Caitlin

[00:34:10.44] spk_0:
Gerber Director of operations at form Rachel cribs account executive at form where what’s the what’s the form website you want to say it

[00:34:17.84] spk_1:
together ready? Just kidding. It’s

[00:34:21.36] spk_2:
the form groups dot

[00:35:43.74] spk_0:
com. The form group dot com. Okay Caitlin Rachel thank you very much. Pleasure and thank you for being with Tony-Martignetti non profit radio coverage of 22. NTCC next week. More from 22. NTCC if you missed any part of this week’s show. I Beseech you find it at tony-martignetti dot com. We’re sponsored by turn to communications pr and content for nonprofits your story is their mission turn hyphen two dot c o Did my voice just cracked like I’m 14 Your story and by 4th dimension Technologies IT Infra in a box The affordable tech solution for nonprofits. tony-dot-M.A.-slash-Pursuant four D. Just like three D. But they go one dimension deeper. Our creative producer is Claire Meyerhoff shows social media is by Susan Chavez. Marc Silverman is our web guy and this music is by scott. Stein. Thank you for that. Affirmation scotty be with me next week for nonprofit radio Big nonprofit ideas for the other 95%. Go out and be great. Mm hmm.