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Nonprofit Radio for September 28, 2018: How Foundations Make Decisions: Data Matters

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Grace Sato & Nicole Lee: How Foundations Make Decisions: Data Matters
It’s our final show in Foundation Center Month! Looking at their annual report, “Measuring the State of Disaster Philanthropy,” Foundation Center‘s Grace Sato explains the research her team creates and how foundations use data to make smart funding decisions. Nicole Lee from United Airlines shares how her company does disaster philanthropy.

 

 

 

 

 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent from your aptly named host. We’re live from the foundation center in new york city. Oh, i’m glad you’re with me. I’d be hit with a stick. I assis if i saw that you double down on the idea that you missed today’s show how foundations make decisions, data matters it’s our final show in foundation center month. Looking at their annual report measuring the state of disaster philanthropy, foundation centers, grace sato explains the research her team creates and how foundations used data to make smart funding decisions. Nicolay, from united airlines shares how her company does disaster philanthropy dahna welcome our studio audience thank you very much for coming out. Welcome to our youtube audience, which sold out. I hope you, uh well, there’s, nobody on who would have been locked out because that you wouldn’t be here, but you may have come back, so i’m sorry if you got inconvenienced if you were locked out, we had so many subscribers we had to raise the cap, but i’m glad you’re with us so many youtubers, thanks so much for being with us on tony state, too, i want you to stay with the show, responsive by pursuing full service. Fund-raising data driven and technology enabled. Tony dahna slash pursuant capital p wagner, sepa is guiding you beyond the numbers. Wagner, cps dot com bye, tello’s turning credit card processing into your passive revenue stream. Tony dahna slash tony tello’s and by text to give mobile donations made easy text npr, to four, four, four, nine, nine, nine youtubers want you to send us your questions. You could put him in the comments. We have somebody watch etching that stream, so by all means, you’re a part of the audience, sending your questions youtubers, and we will get to you. Same thing with our studio audience will be taking questions here, too. Very glad to welcome our guests. Grace sato is a knowledge services manager at the foundation center. She analyzes data to describe trends and priorities in philanthropy. She’s worked in a in the nonprofit sector from more than fifteen years before researcher she was a social worker in children and family services. Greece is seated right next to me. Nicolay is senior manager of corporate and community affairs for united airlines in chicago, illinois. She’s accountable for marketing, communications and storytelling for the group customer facing charitable initiatives and humanitarian aid and disaster response, she’s worked in corporate social responsibility also for more than fifteen years. I want to welcome phil it’s, our friend here, phil. Philanthropy he’s been getting shot out. Uh, people have been wondering what’s that bear in the audience who said, you know the bear phil is no longer in the tardis on stage with us feel standing here sitting here. I don’t know if you can see he’s got a foundation center cap on. I’m no few tubers. You can make that out. But foundation center kapin join me in welcoming philanthropy and grace and nicole, thanks so much for being with us. Great. So we’ll start with you. Oh yeah, knowledge services manager, what kind of knowledge are you accumulating ? We are accumulating knowledge about institutional philanthropy and so no non-profits are often familiar with foundation center because of the grants data, and they’re looking at it to identify potential thunders for the areas of work and internally. We’re also looking at that data to talk about trends in the field of philanthropy, and we’re able to analyze that data in lots of different ways, according teo, whatever the research question might be. And so today we’re talking about disaster philanthropy, but it’s a whole new range of issue areas and some of the things that i’ve worked on or i’m working on this year, you know, it could be funding for dance in the chicago area to funding for latin and central america funding for young men of color. So you know, whatever questions people might have about what philanthropy is doing in a certain area, we’re able to look at our data to talk about is it foundations that come to you and ask you these specifics, like what’s the state of funding dance in chicago, it often can be the knowledge. Tools that we create tend to be funded nowhere non-profit just like others. And so the way we operate based on contracts and grants and so it’s, often foundations that are funding us to do research in a specific area. Okay, andi, is it also initiatives on your own ? Yeah. We used to create these publications on key facts on philanthropy, and we’re going to go back to doing an annual report, like giving us. Yeah. And we do provide data to giving us for for their sort of peace of the philanthropy data. So, yeah, we do some of that. And we do. You know, if there are specific issue areas, maybe not even related to the grants data, but we might do special work on topics that are of interest at the time on dh. Then how is this fed back to ? I mean, i could see if it’s a if it’s a specific foundation or consortium asking and obviously that their privy to the data. How about for the wider community ? How did they access ? Yeah, i mean, let’s say that ninety percent i don’t know. It’s. Just if wait, what we create funded by philanthropy is available to the public so it becomes public knowledge that anyone can access and especially when we’re, you know, posting reports online or we’re creating these websites that people can go to it’s often a non-profit audience that’s coming to use these two okay, is there one specific site people can go to to see all the yeah available research way have it like a research collection on issue lad, i think it’s called knowledge services that foundation center that or always bet up during the break to see if that’s actually correct, but so there is a collection of all of our research report you can go on our web site foundations under not or to see what other like online tools we have a deal okay on, is it ? Is it just us philanthropy that you’re that you’re measuring or global is well now disaster report is global on yeah, we’re getting a lot more global data like foundation center used to be very us focused, but we have a lot of partnerships with other organisations where we’re getting a lot more non us donordigital dahna and so increasingly what we’re able to analyse isn’t just about us. And so the disaster philanthropy work that we’re doing, we’ve done this annual report in partnership with the center for disaster philanthropy for fight. This will be our fifth year, but this is our first year in that time to actually say let’s, just look at the whole universe offending, not just limited to us foundations, okay, donors as well as recipients, of course international as well, okay, buy-in bonem so we moved to the disaster philanthropy area, you’re so this is an annual you’ve done this, what, like, three or four years in a row now ? Okay, um, and you’re covering not only natural disasters, but man made humanitarian christians as well movement of people, refugees, yeah, and that’s, the kind of work were able to do in partnership because we’re sort of the experts on the data that are our funding partners or partners, whoever they might be, are they experts in the issues that we’re analyzing ? And so when we first began working with the center for disaster philanthropy, one of the first things we did was build this advisory committee to talk about, like, how do we want to look at the data around disasters and so with this expert committee, we have this taxonomy that looks at the different disaster types before this work, we just sort of had a code for disasters that now worry about the distinguished what’s for hurricane versus what’s for a volcano and look at it in a more nuanced way and also specific to this project they were like, we’re not just interested in the type of disaster, but we’re interested in where in the funding cycle are people giving so there’s a lot of giving going towards an immediate response and relief that how can we know what’s being given for a long term recovery, who’s getting for disaster preparedness ? And so when we work in partnership, were able to say, okay, well, this is how we can begin to code the data to look at those kinds of questions. How confident are you ? Of ? Of what ? Uh, what percentage of the data of the last disaster giving you’re able to capture ? Oh, um, that’s a big question. So, like foundation centers, focus is on institutional philanthropy, but there’s a whole lot of giving going out from individuals that were not necessarily capturing, you know, we’re able to see, what is the u s federal government doing through fema data and hard data, but your country’s air giving for deciding things institutional include government ? Yeah, and what we were able to do right now is track us through the they’re sort of measuring what’s given from governments to governments or what’s giving from multilateral institutions. And we’re analyzing that data but there’s a whole world of data that swimming out there and so were we were analyzing what we have access to at the moment. Okay, okay. Let’s. Bring nicole in and we’re gonna talk more about the disaster. Philanthropy report. Cole, uh, um acquaint us with the philanthropy that united airlines does have, does it ? How does it react in this disaster response area ? Well, at united, you know, we pride ourselves and as an airline and preparing for emergencies for aircraft emergency specifically. So we’ve got a lot of experience and skills in those areas and lends itself really well in the immediate aftermath of a natural disaster and really that’s sort of where we have found a sweet spot for ourselves in terms of being able to leverage our assets are network or people on our customers to respond to natural disasters, so really, since since i’ve been with the company about ten years now, i can think back to about two thousand eleven was the first really major major disaster that we responded to is the japan earthquake and tsunami, when the fukushima power plant went down on that impacted some of our people that were out there stationed at the airport, and we had an opportunity to provide assistance, and we look at each situational in isolation of bite-sized so really, what can we do to respond ? How does it impact our operations and our employees and our customers on what’s the best way for us to add value to the situation ? It’s not every night, every disaster that we respond with an aircraft, we have aircraft, and we have the ability to get in where people might not be able to, but in some cases, the real power and value that we add is helping to stand up fund-raising so we’ll run an online fund-raising campaign and provide an incentive for our customers to donate cash. Our disaster partners were well versed enough to understand that the best thing that we can do in disaster situation is to provide as much cash support as we can for the the experts, uh, but all of the humanitarian aid partners that are out there disaster response experts that know what they’re doing, rather than doing code drives and who drives, we understand that’s not a very productive way to respond to this disaster. So we do look at those factors you were able to leverage. The united resource is to come in from chicago. I think you want everybody flights. Thank you for your see the boards. It’s aa years is the thin crust, a deep dish twenty five times a day, right from new york to chicago. Many operas even shout out unearned media for united airlines. Absolutely, absolutely. How do you decide ? You know, as the company let’s make explicit united airlines doesn’t have a foundation, right ? We no longer have a direct information on all of our corporate giving is then through through our department corporate community affairs, we continue to support many non-profits and causes around the world through our department is s o is the response than primarily when it’s, when it impacts united operations, you you have hubs ? Um, is it when it’s one factor that this was one yeah, it’s an important factor may would be lying if i said that it wasn’t absolutely it’s a corporation is a corporation way look at every every situation of itself in the case of the nepal earthquake or the haiti earthquake. So those were two locations we didn’t serve commercially on with haiti. We felt really compelled, given the state of the country that really urgent need for assistance on and we were able to secure an aircraft when we’re the first commercial airline to fly humanitarian flight into port au prince um and that really i think, is a point of pride for me. As a united employees, we focus on doing what’s, right ? And when we can. And when it makes sense for us to do it, we do. On. We ran humanitarian flights until the airport was open for commercial operations. When you say humanitarian flights is that flights that have a dh correct way people toe responders is a matter of fact. Wear passenger airline. But we carry quite a bit of cargo as well, eh ? So whatever we could fit in the bellies of these planes, we we brought water. We brought medical supplies. We brought tents. We brought surgeons. We bought rue, brought search and rescue. We brought experts in clean water. There were a lot of a lot of various volunteer groups that we opened up our aircraft to to bring people in on. And then we were part of the evacuation exercise as well. The military was in charge of the airport at the time, and there were droves of people who were looking to get off the island on. And we flew those people out of port au prince into different places like chicago or new york. Um, scuse me just chicago at the time. Actually getting my time wrong here. But if they needed to get beyond chicago. We took care of that too. Uh, worked really closely with a partners to make sure that individuals had what they needed when they got tio their destinations. If we’re flying them through chicago, we had partners, they’re ready to give them clothes is a lot for a lot of folks. They don’t have anything but the shirts on their backs waiting for their waiting for a way out of the island. Grayson, do you find that local foundations will will help in in some kind of crisis, even if it’s outside there outside their mission, you know, if they’re they’re devoted to funding or use dance of arts or social services or something that’s not related to humanitarian relief directly, but they’ll they’ll they’ll step up anyway. Yeah, i mean, i think when a disaster hits an area, it affects everyone and everything. So even if your focus is like the arts, you’re artists are going to be impacted by that disaster. And so one of the things that are partner of the center for disaster people impacted. Yeah, maybe students might be the homeless, you know, whoever it is you helping during that there’s a. Need there differently than your mission exactly. And it’s, not common tear. A foundation described themselves as a disaster thunder like there aren’t that many that would say that’s what we do, but when a crisis happens, every funder becomes in some way, disaster funder, they’re going to be doing something to address the crisis. And so one of the things we hope is that as we keep talking about it and hasn’t keep bringing data and best practices, fenders will start to think of themselves a little bit differently, so that don’t make choices that will spending decisions that will really make an impact on hoping whatever population there trying to serve. Do you find that ? Not sure how to work this is it foundations relying on ? They must be relying on local partners. How did they ? How did they determine who they’re going to partner with in the midst of a crisis ? Yeah, you can’t have partners set up everywhere, right in the certainly in the country or even in the world. How do you how do they make those decisions ? Who ? The partner with the day of a crisis. The day after a crisis ? Yeah, i mean it could depend on the thunder thunder focuses on a specific region they might have relationships with the non-profits that are working on the ground, but often, if that doesn’t happen in a foundation, wants to give teo kind of a topic that you talked about a couple weeks ago on community philanthropy it’s often the community foundations that are building some kind of response and recovery fund that larger foundations will give. Teo and nicole, you can probably speak more to that, but, um, kind of with the understanding that these communities next she wants your Job yeah, somebody 1 of the job last week too. He was that paul was that guy thought he was set for overviewing and then he botched something. He got all confused. He lost his point. He said, well, i should get what i was thinking. I was going to say so stuart, was that stuart ? Yeah, stuart post. And then so i bailed him out, so he realized he was not teo ugo. So ? So how do you how do you do that ? Nicole, what do you do in a crisis ? You go to community foundations or if it’s international, how do ? You choose the local partners, give often times it’s cash, you said. Sure, so we do, like i said, rely heavily on our on our global partners. But at the same time, we rely on our folks that around the ground, our government affairs and international regulatory point, is your employees s so i can point to a really great example of this with the community foundations is with california wild players. Att the end of last year, beginning of this year, we said, we ran a few fundraisers and really looking to make sure that the dollars are staying local, giving our customers options to provide funding for various different size organizations. We partnered with shasta regional community foundation as well as north coast opportunities. Most recently on really got those recommendations through our community relations staff person, who’s on the ground in san francisco and working through a government affairs folks that are on the ground as well. On let’s see grace’s diving little deeper to the disaster philanthropy report. Now you two met when the report was being released. Is that right ? Yeah. Were you in love with the report ? Really old friends way was about this time last year. Okay, what ? What ? Give us a like a top one or two take aways you know, top points that their people were goingto direct people to the reports. That report is available to you, let’s start with what are a couple of major points. Yeah, right. So it’s, based on kind of the annual analysis that we d’oh called the state of disaster philanthropy and because of the nature of the data that we’re working with, we don’t say we have a complete your set of data until maybe about two years after the fact. So, like this year, we’re releasing a report in november, and that will be about twenty six places to write this twenty seventeen from twenty, fifty ways. Yeah, trusted team. So we’re always a little bit, you know, behind because you just need enough data and the way we are able to get data can take time to collect. Um, but i would say maybe the main takeaway from the work that we’ve been doing is probably really intuitive, but it kind of it gives the analysis to support what one would already imagine to be true, which is that the majority of funding for disasters happens for the immediate response and really effort and there’s not enough funding going towards the mid to long term recovery and there’s not enough funding for preparedness for communities and making communities resilience before and the long term after mid term and long term after yeah, you know, it’s it’s hard the you know, the cameras go away, the next news item comes up on dh people in that region, whether they’re refugees or it’s ah, tsunami, you know, there’s suffering for years, but the attention of the world moves on, yeah, the needs linger. And i think that’s also where, like the local partners, the community foundations are really important because there they’re there to stay, you know, they’re part of that community, and so they’ll be able to see the needs with a long term and i think that’s also why they’re important partners in this work because there, i think, may be able to address and see and feel the sort of longer term impact of these disasters and address them and try to keep attention focused them, i guess, the attention of funders not going to get the attention of media unless it’s the anniversary of the media, likes to come back a year later, the two years later, what’s the progress, et cetera. But in the meantime, funders funder attention needs to be, you know, nicole is united ableto help in the in the mid term and long term after after a disaster ? We are so we are able, teo and i think, you know, having listened to the presentation and of the report last year was really eye opening for us, but really did sort of reinforce what we’ve been experiencing ourselves in terms of seeing the need for more preparedness and resiliency for a very long time. We were way found our our niche really to be in the immediate aftermath and hadn’t really considered what the opportunities were tio continue helping with rebuilding and resiliency, really looking at the other side of that with preparedness. Really, i think, with with hurricane harvey last year, i think it really hit home to us with harvey hitting right in the heart of houston twelve thousand employees there we felt it very acutely with our own families that were living there and our operations being impacted and the communities that we really cared about. So i think post, harvey, we really started to look at what other partnerships we could we can engage in and with partners with our disaster relief partners. What are they doing in terms of preparedness and resiliency ? So it’s looking at are the landscape of our partnerships to see what what it is they’re doing. We really trusted our partners to be the experts, you know we don’t it’s not our business, tio be disaster, philanthropy and disaster response experts. We really look at ourselves is really strong partners to help our help empower and enable our non-profit partners to do what they do best really lean on them. Tio do that. And then, of course, to the extent that it’s it’s cash that e-giving from the from the from the customer campaigns, you know that if that’s to the community foundation, then there’s, you know there’s a contribution to the interment linked arms graceful zsystems yes, it’s going to say and there’s something to be said about this foundation’s being prepared for how well really will respond the next time ? Probably built in the body of experience that way kind of no, we don’t want to do this, we want to do this and having, you know, there’s like a different level of prepared miss four philanthropy to teo themselves be ready for how they will respond to the next disaster. One of the things i heard recently was that for community foundations it’s really important for them to have a mechanism for individuals to give to their friend because after, like, three to four days, the donations were well, peter is like a third comes in the first three to four days, and then the remaining two thirds come within, like two weeks or something. Yeah, very short iss and so often, when community foundations are building this response, recovery funds, they actually need to have that set up as soon as the disaster happens because people will want teo set up in advance so that it could be activated and promoted, and one of the stories was that from the puerto rico. Disaster last year the community foundation didn’t have a mechanism in place, and so it was sort of a cautionary tale for community foundations. Durney is to be ready, and of course, you know them, they had their electric power grid go out, so yeah, but yeah, so there’s a level of preparedness for institutions, um there’s a level of preparedness for individuals and no so quickly people to be ready. But, yeah, the preparedness happens in all sorts of different ways that i could come in on that affecting offer something really quickly just sort of based on everything that happened last year with harvey, irma and maria. Then there was an earthquake in mexico city. More and more, we’re seeing weather events that are severe and needing assistance on what one of the things that came out of that experience last year was really within our company at least coming together with our business continuity, emergency response, human resource is and community of various teams. Teo come up with a playbook. So you talked about preparedness, and we are much better prepared based on learnings from last year, you know, with wanting teo provide as much care for employees and customers as possible. I’m balancing that with the resources that we have what’s realistic. So now we’ve we’ve spent the better part of the last year putting together a playbook that has, frankly just ready menu items that we can deploy and then we’re ready to do. We’re ready to deploy an activate none within, you know, twenty four hours of an incident, but we also have a framework that allows us to evaluate what we want to deploy and this year, in fact, with our fund-raising so i’m glad that you brought that up in terms of the number as well, we do disaster fund-raising campaigns with our customers from this year was the first time that way did a general disaster risk excuse me, disaster relief call out to our customers. We’re looking at florence at the time, and there were about five other severe weather uh, yeah, there was the country there was typhoon man coo out in the pacific, and we actually have a lot of operations out there as well and impacted our customers and our employees were global company teo run separate campaigns for every single one of these was not realistic. And it’s not helpful to our aid partners as well. You know, if we put up a campaign for one incident and then there’s two that come right behind it now, we’ve sort of sucked all the money up out of donations, and these organizations don’t have the flexibility because they accepted money for a specific incident. Eso in really providing the most flexibility tio r a partners to do what they do best general disaster, general disaster campaign that’s running through the end of october right now where we’re offering our customers doing it donate fifty dollars or more bonem smiles thanking them for their contributions because we know really yes, yes, you can earn up to one thousand miles telling e-giving linklater. Yeah, well, can you now have an inn ? Can you give me, like, a double match or something ? So we’ll see what we can get. Three thousand for the for the fifty but wait till the mikes way. Have you have any questions that start with our studio audience ? Any ? I have. Ah, pre prepared. I have candy as an inducement. Teo. Question asking. You will get you get one of these life savers. Can any ? Questions ? Any questions here, anything on our live stream ? The questions. Okay, youtubers, don’t forget. You know i can’t send you candy. I can show it to you. I can tease you with it, but i cannot dole it out. Sorry, but ask your questions. Youtubers, um, and let’s say this seems like a good time. Well, yeah, i do a little business. Ok. Do a little business pursuant. Their newest e book is fast non-profit growth stealing from the start ups. They take secrets from the fastest growing corporate startups and apply those methods and good practices to your non-profit work. The resource is free, just like all the pursuit resources are and it’s on the listener landing page, which is that tony dahna slash pursuing with a capital p for please or precise. It could be for pursuing, but use the capital. P ah wagner. Sipa is there’s. No accounting rule on how you account for contributions. Is it a contribution or is it an exchange transaction ? You don’t have to no that’s. The beauty of this wagner has you covered ? You start at wagner cps, dot com and then talk to the partner. Which tomb. And if ? You’re here in the audience, you could talk to him right now because i’m going to raise his hand. There he is, there’s, one of our sponsors. Eat c p a he’s here you can ask him about this new rule and then after you goto wagner, cps dot com or you do it live here, then talk to you about your nine, ninety and your audit wagner, cpas dot com tell us credit card processing, you’ve heard me read the testimonials from non-profits that have referred business is to tell us for credit card process setting those non-profits are getting a long tale of passive revenue because each month fifty percent of the fees from the card processing go to you to your non-profit that’s, that long tail of passive revenue. You’ve heard mimi the testimonials from the businesses that a using tello’s for their credit card processing the way to get started watched the video it’s at listener landing page, tony dahna em a slash tony tello’s. Hoexter give, have you got your phone ? Need your phones handy for this one ? You’ve heard about mobile donations you’ve been thinking about it, it’s time to find out, get the info hoexter give makes it very simple and it’s affordable, you don’t have to be a techie and non-technical skills required because texted give will talk you through a very simple process. They help you each step of the way. It’s not expensive the way to get the info finally, you’ve been thinking about it the way to get the info the number is four, four, four, nine, nine, nine and you text n p r for non-profit radio npr to four, four, four, nine nine, nine twenty two. My gratitude again to the foundation center for hosting us all this month, it’s non-profit radio month at the foundation center and it’s been foundation sent a month on non-profit radio, wrapping it up today. So glad and so grateful that they hosted us for the month. Lots of gratitude. Thank you, foundation center. We’re really talking about next year. You want to stay with non-profit radio ? We’re not going to get the foundation, senator, starting next week, but you can stay with non-profit radio the way to get info on this show every friday the live stream at one o’clock eastern, but of course, it’s a podcast you can listen any time you like at your leisure were to get the info is go to tony martignetti dot com you can sign up for insider alerts you’ll know you’ll get you know who the guests are three through one email or just subscribe just subscribe you do it all at tony martignetti dot com. I hope you’re going to stay with us after we leave the foundation sent it’s been a great place, but the show has to go on and they can host us every single fridays. It’s as asking a bit much uh, we got to send the live listener love so the lifeless there love goes to, of course, our youtube stream on our live audience here. Thank you again, both audiences. Thank you for being with us. The podcast pleasantries that’s, where the vast majority of the audience is over thirteen thousand listeners each week, whatever time, whatever device you’re listening on pleasantries to the podcast audience and the affiliate affections go out to our am and fm affiliates throughout the country. Lots of community radio stations carrying non-profit radio. So grateful to your stations for doing that. And grateful to you for listening on those am and fm stations. Terrestrial radio it’s going nowhere. It’s not going to die. Podcasting is not going to kill am fm radio. It’s not gonna happen. Affections to our affiliate audiences. Okay, back. Teo grayce latto knowledge services manager at the foundation center and the coley senior manager of corporate in community affairs for united airlines. Um, let’s. See where should we go ? What was your what intrigued you about nicole ? About the disaster ? Philanthropy report. What ? What drew you to this ? This whole idea ? First of all, i didn’t actually know it existed. We’ve been out of the foundation game for a little bit, so it wasn’t necessarily paying attention, but so there had been a united foundation in the united uh, we’ve changed over, so we do all the corporate giving, as i said through our department corporate community affairs and what really drew me, tio want to hear about the report was just really to see what the state of disaster philantech e-giving wass i wanted to see what what the rest of the world was doing and to look for opportunities potentially for where united could get involved as well. I think one of the great things that this resource really does is that, well, it exists, which is amazing because, you know, individual companies and foundations can’t do that on their own on dh it’s really, really invaluable information because it reinforces funding decisions. Uh, well, well, we well wasn’t driving funding decisions for us is absolutely reinforced the direction that we were headed. Okay, cool. What else can we so we talked about, um, preparedness, not enough resources devoted to them before, on the mid term and long term after in need of resource is so that’s, so important. Takeaways. What else ? What other what’s ? Another lesson. Weaken. We can draw from state of the last disaster philanthropy as the twenty seventeen report as it existed in twenty fifteen. Um, well, you know, talk a little bit like we do have a report. It’s a static report way also, everything that we do relate it to disaster. Philanthropy is that disaster. Philanthropy dot foundations under dahna or but in addition to the report. We do have, like a website, a web portal sort of where people can actually dig into the data in a way that they’re interested in looking at it. And so one of the things we have is a funding that and it’s visualizing the data that feeds the report so that you can actually see what’s behind it, like, who are the funders giving what you know, what are the size of the grants, whoever e-giving tio, what are the smaller grants that air going out there ? And so, you know, one of the things that foundation center has been doing more of over the last couple of years, it’s not just producing static reports because they get published their true for that moment in time, but there’s so much else that continues to change and things that people are learning and grants data continue to be distributed. And so with something like a mapping platform, you know, we’re behind and sort of the years, but we’re still getting you data. And so that gets pushed onto the platform so people can see what’s the latest that we have at least and with something like an online tool. You can then drill down to see what our partners that you might not have had on your radar that other people are giving to that you might be interested in if you’re trying to get a sense for what’s going on locally in c, you know, some of the smaller organizations that might not get that might not have, like, a national reputation, but they might be doing good work in a specific thinks, you know, red cross first, first there always the largest percentage, but there’s so many organizations doing lots of good work. And so we hope that with these online tools, that will get lift it up a little bit more, and then the other thing is that it highlights the gaps in the funding you know, by seeing where the money is going, you can also see what’s not getting funded as much, and so some of that is related. Teo, you know, the way that week do the work around is asked to plant the people beyond sort of the disaster philantech analysis for any kind of research project that we do, it highlights where funding isn’t going, how it compares with other groups. You know, and so we hope that three that funders will then say, well, i only have this limited amount of dollars to give for this area. So how do i make that count more by giving it to an area that’s not funded as much you’re seeing any shifts you’ve been doing it for five years. I mean, you could potentially see, see shifts ? I mean, are you seeing more devoted to preparedness and the medium and long term theun initially five years ago ? Not really, really. Keep touching, phil’s ear. I’m sorry. First of all, i forgot to give a shout out tio unless he has a tag on still he’s, like, totally unprepared. And i keep touching his xero something you know, it’s. Nothing essential right now, it’s. Just i just i can’t help my hand just naturally falls there. I’m sorry. Okay, sorry. Eyes. Yeah. So i think with the disaster work so much of it is dependent on what disaster occurred in that year. So there was the year where the response was so high i was the evil you’re that ebola. The ebola outbreak was huge, and that was largely driven by remind large what year was that was in twenty fourteen, and then it sort of trickled into twenty, fifteen, fourteen, and so when you get a big thunder like the bill melinda gates foundation, this is their area where right help, and so when there’s a disaster, that sort of meats that that area that they’re really interested in, they were giving a huge amount for for that response and relief effort, and then the next year they were continuing to fund, but then they’re started sort of starting to look at, you know, how do we build up resiliency in these african countries for the next outbreak ? And so when huge foundation can drive trends, you know, because they’re giving so much money and so that in twenty fifteen then there was a lot more going for risky ridge action resilience, that kind of work because of the gate, but but blending for the ebola kind of area work. So i don’t think it’s too soon to say that there’s a trend overall trend for making different funding decisions. Um and it still continues to be episode it arika the call, but can you say a lot more about what united is able to do look mid term and long term ? Or is it really just yeah, i guess you had already said yes, so we’ll let all of that gets done through our partner grayce really, with our ongoing global partnerships with a great partnership with a group called air link that provides there like a man buy-in service, basically for ngos and non-profits who are looking for cargo or passenger lift into different disaster areas to do humanitarian worker disaster response on really rely on partners like them to know where the need is most. So we provide travel, and they leverage our travel to get people there. So with the ebola outbreak, i think it’s okay, since we’re replying, you know, responders into the area, i believe at some point we also gruesome medication smaller on a smaller scale, and that was sort of outside the u s and i think back then, we were much more domestically focused now, absolutely begun to grow sort of more of our global reach followship dealing a little bit too, like one of the limitations and how we’re able tio for you is the data at disaster philanthropy foundation, center dot or ge or that’s ? Where the reporters you can see all of it there, you’ll get access to the reports. You can see them that you can see. We have, like, a dashboard that gives, like, analysis that you consider. Okay. That’s all a disaster, philanthropy, dahna foundation, center, dot or ge okay, please go. Yeah. So, you know, one of the limitations on doing any analysis is the quality of the data that you have. And so we’re doing this analysis based on kind of the best available data, which often isn’t that descriptive. You know, a lot of foundations enters data, is coming from ninety forms because foundations are required to report their grants data. And so when there’s not enough description, it’s really hard to say, like a nuanced way how much money is really going towards these specific areas of a disaster, you know, disaster work, and so one of the things that were always trying to get foundations to do is to share better data with us so that we were able to be more descriptive and what the actual landscape is and so zoho eyes there a reason that foundation would be unwilling to ? To share data, you know, i think there’s a growing movement for foundations to be more transparent and, you know, that’s true sector wide yeah, why why would we like ? Why would they give you us to form ? What would be some, you know, options are on the type of foundation it could be, you know, there’s so many very, very small foundations that may not be stuff, and you don’t have the capacity to share that data. It’s your surveys ? Yeah, one more thing that someone has to dio um, and you know, some foundations and you want to see kind of under the radar. Teo, one of the things that you hear in disaster philanthropies that corporations may not want to talk about the war thirteen because we don’t want to get solicitations for friending they don’t have the bandwidth to dress, you know, calls coming in for help, so there could be reasons why, but the thing that we try toe encourages that foundations khun tell their story, you know, and and own that story through their data like bacon sort of narrate how they’re getting, why they’re giving three that data and they could stay the way they want to otherwise people may read their nine nineteen come to their own conclusions, and so we do have a number of foundation to voluntarily give their data to us and that’s one way we’re able to get more current data, but i think just were always sort of in the search for a better team. Oppcoll what are you seeing ? Generally, you know, beyond united just among your peers in another, in other corporate socials, social responsibility on what kind of trends are you seeing ? I think, you know, obviously with the number of disasters that company’s air having to respond, teo and sort of the the clip with which it’s being covered in the news also drives people’s prevent metoo respond to them, so i think we’re having to be a lot smarter about how we’re using the limited resources that we have obviously working inside of a corporation we’re stewards of the available funding on we’re also running a business, we’re making investments and communities trying to make smart ones, and the data absolutely helps to drive that as well. Yeah, so it’s not thie event or episode gets the most attention from the media. But deserves the great proportional funding ? Yeah, culturally, absolutely. When one of the things that we’ve done it united over the last year and a half or so, it was really get into what the critical needs and each of our major markets are. So where are our biggest presence ? So here in the east coast, in york, in new jersey, houston post, harvey was a big investment that was made in a the houston greater houston food bank, a direct result of what happened with hurricane harvey. So we see decisions like that being made. I think overall people my line of work are really looking with a keen eye to see where they can best leverage. The resource is that they have, you know, when you are not the exxon mobil’s or apples of the world, you get really creative way have really found a great opportunity to work with our customers are very generous customers to collectively work together to fund disasters toe just one disaster relief, i shouldn’t say fundez aster, we don’t want to be hurt faster. That is not what we want, teo, but to fund disaster response and really to bring the most help where it’s needed as quickly as possible and as efficiently as possible. So you finding that there’s more reliance on data on you getting more requests today than you did many years ago ? I mean, you’re doing the disaster. Philanthropy, uh, report. Just for five years. But you’ve been researching long before then. Are you finding a greater reliance ? Ah, good or interest in data driven decision making. I feel that we are, but it could be just because last year’s disaster season was so dramatic traumatic. There were so many disasters taking place in a really concentrated period of time at the end of twenty. Seventeen. And so we got a lot of journalists, you know, wanting to report on this. And what this philanthropy dealing. So we were getting a lot of requests for data and that’s. One thing that i will mention is that, you know, the analysis that we do every year is based on, you know, to your old data. But because we know that there is a lot of interest in real time like there’s a disaster occurring right now. What are thunders doing ? We have have a colleague. His name is andrew. And he begins to sort of scour than use sources and gdpr newswires, just to see what our foundations and corporations announcing about. They’re giving for a specific disaster. And so we’re able to then get a picture of what people are doing as it happens. So we’ve done that with hurricane florence on our our news, our new site, pnd philanthropy, unused. I just there’s a blob tracking hurricane florence with kind of who do we know are the biggest donor so far, and you can actually open up a spreadsheet to see what we found based on these new sources. So i own two homes in north carolina, so who are the biggest funders ? O, you would be asked, listen right now that we have this wall, more than five million loes committed another two or three million, and i’m going to forget who the curse teo shot, shot a man. Thank you, thank you. Uh, see, even i forget it’s, not stuart posters. That’s. Only one neo-sage i could see when we’re thinking, okay, help me out like you were mentioning a playbook. But you have now. And so one of the things i feel like i should bring up is that our partner, the center for disaster philanthropy, also has a place like this is like, i know what it was. Okay, go ahead. And this is meant to be a resource for philanthropy like it. If you want to do strategic smart philanthropy, what should do no disaster. Finally, what did you know what of other funders learned ? What our key studies ? The things that went well, you know, so there’s this whole place that you can go it’s called the disaster look, dust repellent people book come, our fenders are disaster, philanthropy dahna or ge in-kind that there disaster, philanthropy dot org’s. You’ll find the playbook there and what i was going to ask you was, uh, how about broader ? Forget about disaster ? Flandez we just go broader ? Are you seeing any greater interesting in data driven decision making ? Your work is not just disaster ? That’s, just one report you’re collecting all kinds of data, our foundations being any smarter today than they were ten years ago about funding decisions, i think there’s a greater interest in data, whether and how that’s driving decisions is probably specific to foundations. I think that within philanthropy, there’s a lot of strides that are being need teo like, how do we measure our impact, you know, like, how do we know we’re making a difference ? And measuring that, yeah, very it’s, hard it’s not easy. And so i think there are a lot of hard conversations about that, and i think from foundation center’s data point of view, one of the important things i think we can do is begin to benchmark at least what’s happening, you know, like we wouldn’t have done this disaster philanthropy analysis without a partner that was willing to say, we want to know what the sector looks like in this way, and so once you sort of set a benchmark, then you’re able to follow it over time and see you’re making a difference. And so i think that benchmarking pieces probably important for a lot of areas like i’ve done that lives spending for black men and boys, you know, there was a partner initially was open society foundations, they had a campaign for blackmail, achievement, and they wanted to say very specifically what isthe philantech be doing for african american men and boys, and we had never kind of done research on that. So our first kind of report was what what does it look like what’s going on ? And then from there on you’re after you’re able those sort of track how the progress is going, and also then identify is it is the finding starting to dip ? You know, there was sort of the swell of interest and foundations were, you know, getting really involved and funding really in a targeted way, the specific population, but, you know, we’re able to sort of see the trends of whether or not that sustained and growing, whether that nicole, are you able, teo, hold your partner’s accountable ? Or are you relying more on the local organizations for outcomes impact analysis ? Are you able to do that yourselves ? Or we do rely on our partners a lot ? Teo again, we’re in the airline business, we get people safely from point a to point b so we do rely on our partners to do that in this first. You also want to make sure no one is obviously being spent to weigh, evaluate that on an annual basis and we we look at look at what they’re producing in terms of outcomes, the number of people that they’re reaching know if they have studies going on sort of the long term impact of their programs, so we have four. Major e-giving areas that were focused on lifting up communities in crisis after disasters. One of them. Breaking down barriers and promoting inclusion, really wanting to build a more inclusive society, uh, inspiring the next generation of leaders, which is really stem, focus with being a technical industry of and the shortage of pilots and qualified people know we’re really looking to make sure that a cz many young people as possible, especially young girls, as well as social, economic, about a minute. Sure, sorry. So, yes, we do hold them accountable, because we have conversations, and we’re gonna cast a conversation about where we can have a bigger impact. Okay, so glad to see, you know, reliance on data as much as we need more. Sounds like grace is saying we could use, you can use more. Any questions ? Any questions ? Start with our live studio audience in studio. No questions were channeling the audience so well that there’s no, not a single question. All questions have been anticipated. Have have you perceived any difference in how our foundation makes its grantmaking decisions versus how a csr program or corporate giving program might make its philanthropic decisions ? So i haven’t really work in a traditional foundations because the candy prince that do i want to say, though, that i think that the main difference in terms of the driver of the decisions really is, you know, looking at obviously foundations, air stewards of their funds as well, and they wantto wantto invest those in a smart way with with corporate giving, i think you’ve got the nuance of looking at where you can also have reputational benefits as well and where you can have the biggest impact and interacting and engaging with both customers who are, you know, lend to your funding as well, because customers have a have a big influence over your ability to give see, we take that responsibility very seriously. Andi, look, to find the best partners and, you know, most effective ways, teo, create the biggest impact with the resources that we have that answers your question, all right ? We’re going to the giveaways because i know the lifestream does not have any questions. So i’m going to give away you’re gonna need your phone. You need your phone youtubers ? Of course you are included in this going be texting for books were texting very literate. Non-profit radio is very literate. Audience e-giving away books i’ve got. I’ve got four different books as prizes this week. All right, uh, but only one prize per person, please. So, if you’re a winner, then you have to step out the next time and the system will catch you so don’t don’t try. Don’t try to game the system, okay. First one first five people, my voice treyz crack. I think it did. Five people first five people text are going to win this book. This is modern media relations for non-profits first of all, you of course you need the Numbers so here’s the number 2 five, two, five, one, five, seven, nine, eight, seven something you’re not texting. You’re not in it. Not literate. I thought i thought non-profit one hundred percent literal audience. All right. Two, five, two, five. One, five, seven, nine, eight, seven. So this first book, modern media relations for non-profits, written by peter panepento and antionette cur. They were on this show just last month, walking through the details of how to set up on be eligible for earned media paid media and your owned media. The stuff you have in your own toolbox. How to start relationships with journalists, how to be media friendly. So journalists confined you. All right. So you got the number ? Two, five, two, five, one, five, seven, nine, eight, seven. Um, what else ? That cover ? How to position yourself is a thought leader. Yes. So that reporters want to talk to you about the subject matter that you’re expert in all right. The book is brand new. Um and here’s. What ? Your text. All right, you text data, so you’re not in it. I’m sorry. I’m sorry to see that we got plenty of youtubers. Alright, that’s what you do you text data to that number ? All right. Next book. Next one is i didn’t bring a copy of everything’s too many books to carry. The next one is i have just one copy of this one. One copy. One winner this time it’s braided threads. Ah, historical overview of the american non-profit sector by dr robert penna. He was also on the show. Just last month, how did this ? How did the social sector get here ? How do we come to look the way we do it’s history ? First person to text, same number. Oh, i should said, same number, same number you got two, five, two, five, one, five, seven, nine, eight, seven, same number you text threads, threads for braided threads. Alright, third book, also one winner, one winner, same number, the same number. This one is ah, you, us and them length in marketing concepts for non-profits. I see some people now and then. Now you’re jumping in because you want this book. But you didn’t get the number, so you didn’t get it in the beginning, all right, it’s. Two, five, two, five, one, five, seven, nine, eight, seven for the linked in book, this is going to one person you text linked in, linked in. And the final one. This one, this is robert. This is the the biggest seller of the of the four. This one is new power. The book by henry tim’s ceo at the ninety second street y new power. I says i saw this on a bookshelf in an airport. Um, last chance one dive, one copy of new power to give away and you text same number henry henry the name henri texted. Now that’s it. Okay, those air, the giveaways next week. We’re not going to get the foundation center sad. We gotta say goodbye to the foundation center, but you could still be with us. Of course. Go to tony martignetti dot com for the info. And next week we’re talking about the state of good twenty eighty team non-profit survey and also your brand personality that’s next week on non-profit radio. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled tony dahna slash pursuant capital p when you see piela is guiding you beyond the numbers, go to wagner, sepa is dot. Com, like, tell us, credit card and payment processing, your passive revenue stream, tony dahna em, a slash tony, tell us and by text to give mobile donations made easy. Tony dahna may no, no that’s, not a tony dahna missy. I get so carried away with the total narcissism. No! For text to give you text npr to four, four, four, nine, nine, nine. 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 of brooklyn. Many thanks to tracy kaufman, susan she aroma and william lee at the foundation center. Thank you so much for keeping us going this whole month, all three of you, you with me next week for non-profit radio, big non-profit ideas for the other ninety five percent go out and be great.

Final Show: Foundation Center Month On Nonprofit Radio

Be in the studio or on the live stream for our last show from the Foundation Center, this Friday, 1-2 eastern. We’re talking about foundation grants decision making: How the sausage gets made. 

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Nonprofit Radio for August 4, 2017: Personalized Philanthropy

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Steven Meyers: Personalized Philanthropy

Steve Meyers wants your fundraising to be seriously (really!) donor-centered. What do you need to do internally? What are his 3 killer apps? How will your solicitations change? How do you count the new gifts you’ll get? Steve is author of the book “Personalized Philanthropy.” (Originally aired June 17, 2016)

 

 

 


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

Big Nonprofit Ideas for the Other 95%

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Melanie Schnoll Begun: How To Appeal To High Net Worth

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

 

 


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