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Nonprofit Radio for January 24, 2014: Giving 2013

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Marcia Stepanek, Ken Berger, and Rob Mitchell: Giving 2013

L-R: Tony Martignetti, Marcia Stepanek, Ken Berger, and Rob Mitchell
L-R: Me, Marcia Stepanek, Ken Berger, and Rob Mitchell at #2013Giving

With me from Tuesday’s live stream of #Giving2013—the release of last year’s fundraising numbers and this year’s forecast from Atlas of Giving—are Marcia Stepanek, new media faculty at the Heyman Center for Philanthropy at New York University; Ken Berger, CEO of Charity Navigator; and Rob Mitchell, the Atlas’s CEO.

 

 

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent your aptly named host can’t be in studio today. So me, your cosa, our host for the day, sam liebowitz, the show’s line producer and this week e-giving twenty thirteen it’s a rebroadcast of this past tuesdays livestreamed release of twenty thirteen fund-raising results and the forecast for twenty fourteen from the atlas of giving rob mitchell, ceo of the atlas, delivers a ten minute press conference style announcement. Then tony hosts the discussion with him are ken berger, ceo of charity navigator marcy, a sta panic new york university faculty member, and rob mitchell live, listener love and podcast pleasantries to all. Tony will be back next week. Here is giving twenty thirteen my name’s rob mitchell i’m the ceo of atlas of giving we’re a dallas based business concerned with monitoring the velocity and trajectory of charitable giving in the united states. First, a little background about the atlas of giving we have developed technology that allows us to estimate charitable giving by each of nine sectors each of four sources and fifty states each month. The atlas also provides the only regular and reliable forecast of giving by sector source and state for each of the upcoming twelve months each month, we produce an updated report of giving activity and an updated forecast. The report is available at no charge at atlas of giving dot com new reports come out and are available after the twenty first of each month today, i’m very pleased to announce that two thousand thirteen was a fantastic record setting year for charitable giving in the us, but i’m also here to caution that the initial forecast for twenty fourteen is much more modest. For the first time in two thousand thirteen, charitable giving crossed the four hundred billion dollar mark in the us, which bolsters the u s reputation as the most filling throb picked country on the planet. In two thousand thirteen, a total of four hundred seventeen point eight billion was contributed by individuals, corporations, foundations and through bequest that this money has benefited more than one and a half million charities and churches across our nation. Now this amount represents a thirteen point, three percent increase over the more than three hundred sixty eight billion given in two thousand twelve and it also is one hundred billion dollars more than given at the height of the great recession in two thousand nine. E-giving growth, this this tremendous giving growth was fueled largely by historic gains in the stock market, the down as many of you know, was up twenty six percent, the s and p almost thirty percent, and the nasdaq was up almost forty percent in two thousand thirteen. There were other contributing factors as well, and those included an improving employment picture, a recovery and real estate values. Schnoll very low inflation, low interest rates and improving growth in gdp. Every sector that we measure experience growth. However, several sectors perform significant significantly better than the national average, most notably, human services organizations were up more than nineteen percent, environmental charities, up eighteen and a half percent, and the education sector giving to the education sector was up sixteen point two percent. All three of those sectors have a high correlation to stock values their performance does, trailing in the national results in two thousand thirteen were our largest sector, which is churches and religion. Church giving has ah heidtke high degree of correlation with employment, and it is still dealing with the effects of high unemployment and will continue to deal with those effects for at least another year. Individual organizations, apart from churches that rely on many small gifts for many small donors, are still feeling the lasting impact of high unemployment and many of their donors out of work the atlas was giving looks it also at four sources of gifts individuals, corporations, foundations and bequest. In two thousand thirteen, the highest growth came from foundation giving, which was up more than nineteen percent. We believe that this was primarily related to stock performance in each of the last two years, the trailing source of giving was corporate gifts up ten percent. Now i’d like to look ahead two thousand fourteen and talk about the initial forecast for twenty fourteen today we believe that national giving will grow at a much slower pace than two thousand thirteen, so for two thousand fourteen, our initial forecast for the twelve calendar months is that giving will grow for percent. We fully expect that human services, environmental and education sectors will perform better than the average and that church giving will grow, but about it half the pace of national giving growth, please keep in mind that conditions can and do change and that the forecast is updated each month. Also, remember that the reliability of the forecast decreases the further out we look durney. So i would encourage you if you’re interested in keeping track of the forecast to check the monthly forecast that atlas of giving dot com every month one significant affect our event like a nine eleven event or a hurricane, hurricane katrina or a superstorm sandy, we’ll have a major impact on the forecast, so it’s important to keep checking next, i’d like to make four observations about giving from two thousand thirteen individual mega gifts of one hundred million dollars or more accounted for almost one percent of the entire national giving total in two thousand thirteen second, the second observation that we have is that we’re observing that coverage and discussion of the affordable care act. Obama care appears to be having a dampening effect on health e-giving and we are hearing anecdotal stories of people citing obama care as the reason that they’re curtailing their health e-giving ring, we will continue to monitor and report on this observation throughout two thousand fourteen third, we see that there may be a correlation between media coverage and charitable giving response in two thousand thirteen we most noted that give we most noted this in giving to environmental organizations and human needs organizations both have been particularly prominent in news reports and coverage over the last couple of years or since the recession forthe observation is that the hyre payroll taxes that began in two thousand thirteen did not appear to have any significant impact on giving. Now i’d like to talk about four trends that we’ve noted the first, and possibly the most important is that giving two churches is growing at less than half the rate of the fastest growing sectors. Now this is due to two two factors one is is a demographic church attendance and membership is continuing to decline. That’s that’s one reason the second reason is that most churches rely heavily on many small gifts for many small donors and are affected hyre by high unemployment and its after effects for several years. The second trend that we’ve noted is that the growth and donors advice funds is making a significant and positive contribution to giving in the us and his fundamentally changing our charitable giving economy. Third, the popularity of making gifts online continues to grow and improve the efficiency and effectiveness of the giving economy and then lastly, how an organization raises its money and who it raises it from, hasn’t a normal and enormous excuse me impact on fund-raising results to conclude, i’d like you to remember that the atlas of e-giving monthly report is available at no charge at atlas of giving dot com the complete report with the data for today’s announcement is there now, along with the press release for this announcement, also at atlas of giving dot com, we have an inexpensive forecasting tool on the website for less than two hundred dollars, and with answers to six quick, easy questions, any charity or church can immediately get an express custom forecast of giving for your fiscal year like our national forecast. Your express custom forecast is updated monthly for each of the next twelve months. I’d like to thank you for joining us today for this announcement on before i conclude, i’d like to give special a special shout out to tom moran and terran lubin and mutual of america for providing our facilities today. So ah again, thank you for joining us. I’m going to turn it over now to tony martignetti, the host of tony martignetti non-profit radio welcome to giving twenty thirteen non-profit radio is very proud to be co hosting e-giving twenty thirteen, with the atlas of giving many thanks to mutual of america for use of their beautiful thirty fourth floor boardroom. You may see in the background some some snow that’s, our thirty fourth floor view of the coming storm, the stone that’s arrived. We’re very glad that you’re with us on the live stream. If you want to join the conversation on twitter, use the hashtag e-giving twenty thirteen and i’ll see your questions. E-giving e-giving e-giving you’re listening to the talking alternative network, waiting to get a drink. Cubine do you need a business plan that can guide your company’s growth seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our coaching and consultant services a guaranteed to lead toe, right groat for your business, call us at nine one seven eight three three four eight six zero foreign, no obligation free consultation. Check out our website of ww dot covenant seven dot com oppcoll are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam lebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. You’re listening to the talking alternative network. Oppcoll with me is marshes to panic. She is new media faculty and advisor at new york university’s heimans center for philanthropy on twitter. She’s at caused global ken berger is ceo of charity navigator on twitter he is at ken’s commentary and rob mitchell you remember him on twitter, he’s at philanthropy man or it also looks to me like at philantech roman so if you want to do it at philantech roman, you could do it that way. He has a roman statue to me, it looks like it could be a century. Well, no, not a century general. It could be a roman general he’s i feel pretty pedestrian. I’m just at tony martignetti that’s that’s me on twitter. I’m going to ask rob teo to talk a little more so that we’re all starting with the same background and information. Rob, how does the atlas of giving prepare the review and the forecast? And how does it differ from the blackbaud index and e-giving yusa to the methodology? The atlas of first of all, i think it’s important to talk about why the atlas of giving came into being i spent thirty years as a practitioner in the non-profit fund-raising world and i was always disappointed that there wasn’t something available that had utility for me and benchmarking our results on a timely basis or related to our fiscal year, and there was no forecast available, and as a result of of my experiences a practitioner, i felt like there were there were correlations between charitable giving and certain factors in the economy, demographics and events. And so what we did was put together a team of twenty five phd level researchers and analyst and we examined over seventy different potential variables to determine their correlation with giving that had been public publicly reported over the last forty two years, and what we found was indeed, charitable giving is directly correlated with certain factors in the economy, demographics and events, and in fact, so we’ve built algorithms. The first one we bill tony, was for national giving the national giving figure and that algorithm when we first created it. So it measures the things that correlate to charitable giving and their strength. Give us an example a few examples of what some of those variables are. They range anywhere from stock market values, real estate values, consumer. Confidence too. Believe it or not, auto parts sales heimans okay. Oh, interesting. All right. Eso all econometric reported numbers from government sources at various levels. Yes. Okay. And so what we what what we have is we now have developed an algorithm for each of nine sectors each of four sources, and one for each of all fifty states and the things that are correlated to giving in each sector or different. For example, e-giving toe education has a high degree of correlation to stock values. E-giving two churches has almost no relation to stock market values, so the formulas are different for each of the sectors and each of the source. Okay, and how does this differ from the blackbaud index and giving yusa? Well, you know, not being a complete expert on either of those two things. I do know that the blackbaud index is based largely on i think now almost four thousand organizations that are blackbaud customers that they try, they’re able to track their data. I would say that it’s interesting if you’re a blackbaud customer to be able to see how your results compare against other blackbaud customers. Thie other thing that i think the blackbaud index is invaluable for is its online giving index it’s the only one that is available currently and then in terms of giving yusa the atlas of giving would not exist today had it not been for giving yusa weii, we took forty two years of their data to build our algorithms, and they have served our sector well for more than four decades. And what we’ve done is take it to a different level with a new technology that enables us to measure the velocity and the trajectory of charitable giving in the us. Marshall let’s, let’s, start with you just you know, generally you heard rob’s comments about twenty thirteen, twenty fourteen what your thoughts? Oh, a lot of factors, i think it’s very interesting. Of course, corporate giving is off course stagnant, lots of in-kind giving it again, i think what’s what’s really fascinating and i think it’s it portends more of the same, perhaps in future years is the trajectory of online e-giving i think it’s ah, now a small percentage but it’s it’s. Fascinating to see that technology is not only changing the way we give the changing our organization’s changing what’s. Required to engage donors and kind of turning those traditional fund-raising models kind of on their year online is is still a small proportion of total giving, but growing right quite rapidly, right? And it’s, not just the online it’s it’s what all of that online is doing to the engagement, all the online engagement and the way we run our charities, and and what what’s required of us to get more engagement? More fund-raising can. How about you? What you thought about twenty, thirteen, twenty fourteen? What we heard? Well, i mean, i think it’s a very interesting model and, you know, from our experience the mohr, different perspectives on charitable guy e-giving there are the better there is a posse t i think of different choices, so i’m pleased to see this is an alternative way of looking at at things. The other thing that strikes me right away is the question of what are the metrics and how transparent are they relative to the others that are out there were very big on transparency and there’s attention, i think here because on the one hand, you don’t want to give away your secret sauce. It’s your business. Model, but on the other hand, it’s critically important, i think teo make certain that you disclosed as much as possible so that people can look at it and make those comparisons to know for certain that the twenty five phds and what not or indeed going down the right road. So that would be one question that that i would have in terms of how ah, consumer customer non-profit would have some certainty about the question of the metrics and their transparency. Robbie wanna wanna gironde? I would say, ken, that it’s a great observation when we’ve heard many times before. Bonem and you use the term secret sauce and obviously, is the the formulas or proprietary, but i would also say that we are we’re in search of a collaboration with a major research university with whom we could disclose all of our methodology and all of our all of our results and the database of information that we now have compiled of giving by sector source and state back to nineteen, sixty eight so we would welcome the opportunity of including a an academic collaborative partner. That’s great. Okay, cool. Can rob mentioned? Well, we’re all talking. About over four hundred billion dollars in twenty thirteen. And rob mentioned a bunch of economic factors, the level of unemployment and low inflation from the watchdog perspective. What what else might you think is going on? Well, i think it’s really important to remember on i think the urban institute does some great work in this area, that from what we see, there are three buckets of money that thie non-profits sector relies upon, and this bucket of money, which is private contributions, is the smallest of the three buckets, the overall amount of money that goes into the sectors over a trillion dollars a year. Some say it’s a cz muchas one point five trillion government is estimated to give as much, if not twice a cz much depending on what you statistics you look at and then the biggest bucket of all and it’s very ironic in this world of social entrepreneurship is earned income, and it has been the case for a long time, with in the case of universities and so forth that’s the biggest bucket. So i think one of the trends that we see when you look at the overall picture, which is important to bear in mind, especially for a lot of direct service human-centered sargon is ations that rely predominantly on government money is government is imploding in many ways and, you know, there’s cutbacks going on, so so that is a scary sign. So i hope that you’re right, that the terrible giving is indeed mark it lee increasing because it’s going to need if, if that’s the case, it could at least help to fill some of that void for some of those charities that fit the profile, i think i think that that’s where we i think that’s the biggest trend right now, i think, is that we’re in the middle of dealing with the after effects of the great recession. Some people have observed that typical typically non-profits they sort of they go over the cliff there’s a sort of a delay factor because you have certain contracts and so forth. And i think that there’s it’s still going on for the non-profits and i think that’s that’s a big challenge for them. So that’s, why i really hope that you’re right, andi. I hope that research corroborates that you’re right because it’s going to be more important than ever, i think marcia human services yeah took off considerably from two thousand twelve to two thousand thirteen. And i know you have some thoughts. Well, uh, i think again what we’re seeing i told you, michael closer marchenese cycles it? Yes. Okay, uh, i think what we’re seeing is, you know, the introduction of a lot of free agents. I often say in our curriculum that we are seeing not just the one percent coming to the table, but a huge influx of the ninety nine percent coming to the table, which along with them bring new voices new causes, new ways of doing things and not to stick two heavily toe online. Right now, i think that’s the big opportunity here, i think that’s the big engine of giving in a lot of thie sectors. And so when we talk about human services, when we talk about crisis e-giving so much of this, this new platforms where there’s experimentation being done online and with some new platforms and new mobile e-giving i think these sectors are becoming the beneficiaries of some of that. Oh, and some of these new sources of giving that are being tapped on line, i want to get to ah first question from twitter again, you can join the conversation on twitter, use the hashtag e-giving twenty thirteen and i’ll see your questions. The first one is from lynette singleton at a cg for non-profits and this is for rob. Rob can can non-profits use atlas of giving to help develop their marketing communication plans and if so, how? I would say marketing and communications plans? Yes, also they’re solicitation plans because it’s going to be really exciting for practitioners to now be able to use the information on these forecast to make important decisions about when they would like to send out a direct mail piece when they’d like what’s the best time to schedule a special event? What is the best time to launch a capital? A new capital campaign that that sort of information has never been available before? And it’s a little bit scary? I wouldn’t advocate that any organization take their entire direct mail file based on the forecast and shift it shift a mail drop from from one month tio two four months later, but to test and see that the the the validity of the forecast is indeed correct would, i think, is the most prudent and the best fiduciary responsibility that anyone in a charity can have. All right, another question from stephanie meyers, thank you, stephanie. She would like to hear more about how the internet is changing e-giving and predictions for online e-giving who wants to monisha jump into that? But first of all, what does your your report on your surveys? They predict more of the same with online giving that this will continue to increase? Yes, yes, what can you share from from the way we don’t? We don’t specifically track online giving what we observe is that online giving is growing and part of that is a cannibalization of traditional methods of giving and part of it is really growth because new donors are attracted to the online platform, right? I think the you know, the point that the technology is changing behaviors it’s not just the tools. Ah, one of the big significant things coming out of ah lot of this activity now is thie ability for so many non-profits and charities to show not just tell proof is ah huge not only in marketing activities but engagement. And when you could prove show a video of something, it gets shared twice more often when you can prove with numbers can metrics that online giving an online platforms allow you to have that you didn’t have before it’s easily morris, inexplicably, you can start to prove to donors on amore continuous basis how that money is being spent, where it’s going and deep those non-profits that air using that kind of proof in those metrics, in these numbers, in the context in which we were discussing today ah, doing far better, early research is coming in ah, it’s changing everything, teo also, i think the last point on this is the change is coming because splatter of engagement, the the approach that most non-profits take to engaging donors is being shifted dramatically by the influx of social media and technology. It’s not just a question of taking someone in and then moving them along up the scale of the ladder now it’s worth vortex approach, where people engage in different ways across the life cycle. Oh, and to have those metrics and that online and those technology platforms looks inning to the tips things and forging those patterns. Is going, teo, create those new opportunities for giving. And i have. I have a lot of guests on non-profit radio talking about online engagement, finding donors on potential donors, where they are not where you’d like to engage. Have them engage with you, right. Talking alternative radio twenty four hours a day. Hi, i’m ostomel role, and i’m sloan. Wainwright were the hosts of the new thursday morning show, the music power hour. Eleven a. M gonna have fun shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. I’m the aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent fund-raising board relations, social media, my guests and i cover everything that small and midsize shops struggle with. If you have big dreams and a small budget, you have a home at tony martignetti non-profit radio friday’s want to to eastern talking alternative dot com. Do you need a business plan that can guide your company’s growth seven and seven will help bring the changes you need. Wear small business consultants, and we pay attention to the details. You may miss our culture and consultant services, a guaranteed to lead toe, right, groat. For your business, call us at nine one seven eight three, three, four, eight, six zero foreign, no obligation. Free consultation checkout on the website of ww dot covenant seven dot com dahna. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Can how about, you know, charity navigator? And in terms of the big data, i mean the information that’s available, the what the metrics that non-profits can share just first, just to say, i think the use of the term vortex is a good one, because that one of the strengths of of the internet is, you know, there’s so much information and the possibility for information, but it’s also the opportunity for so much abuse and chaos and and and misinformation and that gets to the question of quality information and the non we think the evidence points to the fact that in the future, as more and more reliance comes to the internet, the charities that will distinguish themselves that are most likely to do the best are those that provide the most quality and meaningful information on what they’re doing, where it stands today. Unfortunately, still the vast majority of non-profits do not publicly report in a meaningful way on their results and their a variety of reasons. It’s understandable for a variety of reasons, is cultural issues, there’s, technology issues and then there’s just capacity issues. But i think that the pressure is increasingly on the charities to move in this direction and it’s best you know, they need to find the good advice and a good assistance to get from where we are today to that point. And, you know, charity navigator is beginning to evaluate are the charities that we look at based upon the quality of how they report the results publicly, and we are finding indeed, that there is a long, long road ahead of us, and but we would really encourage the charities to to bear this in mind that in the future, in a nutshell, you know, the most successful fund-raising nowadays is still very emotionally based and storytelling based. And you, khun, use streaming videos very effectively, and that will always be the case that that’s powerful give you that granular level of understanding of how a charity is helping some people in a meaningful way. But in the future it will be increasingly important that i think it’s even now the future ah, that you need to have a t the end of that story to peel away and say and look here’s data, meaningful data that shows that this story happens every day here is meaningful reporting on our results, it’s not just activities it’s, not just overhead. It’s, not just outputs. It’s meaningful information about riel changing people’s lives called social value outcomes, that sort of thing. We think that more and more that will be the case. And the challenge will be to get the funding from the right funders to be able to build a system, to be able to report that information and that’s the challenge for the charities, i think and that’s again. Why i hope that they’ll be more charitable giving from individuals and other private sources to make that happen. Lots of hope onda future is here. The future is today. Yes, now, ken berger, charity navigator. You heard it here on giving e-giving twenty thirteen. You’re not going to find this kind of stuff anywhere else that you’re you’re in the right place. And if your friends aren’t here, tell him to join because they’re still another twenty nine minutes left. Um, let’s, go to another question about donor advised funds. There was a question dahna advice. Funds did increased considerably from twenty twelve. Twenty thirteen. Rob we heard that. Um let me see what the precise question was. I think it was just about what the aah! How? Donorsearch robin, you want, i’ll be happy to take that well, the growth and donors advised funds, especially in the last three years, has been phenomenal bonem the growth in giving to those funds and the grants that air coming out of those funds to benefit all the non-profits and churches has been very, very significant. And one thing that has been noted by several of the donorsearch advise fund managers is that they’re seeing a trend of people who have small, private family foundation’s moving assets, converting their assets from a foundation into the donor advised funds because it’s ah it’s less expensive to administer and less trouble. And so we expect that that’s going to continue and there’s also a lot of choice because doner can can start a donor advice fund, they don’t have to make a e-giving decision about where their money is going today and ken’s point about accountability. Accountability is on the minds of lots of donors, especially individual donors, and so they have the opportunity then to say, make a gift to their advice fund in one particular tax year and then not make a decision about where the money is going to go. Until later. So it’s it’s a great benefit i want to jump in and say that on this topic of accountability to it’s it’s not just where is your money going and how is it being spent? But also, how are you moving the needle? Why, you know, what have you done for us lately is very much on the minds of donorsearch it’s, not just about dahna where is it going? Oh, and it’s not just the usual prerequisites for what’s required in a report, i think the increased use of multimedia, the increased use of marketing, the trust factor all of these things, we’re seeing very creative non-profits moved the needle on this quite significantly. Charity water is, you know, one of the examples that that has really picked up, at least in marketing and some of the backend metric. Teo recognizing that trust is a huge issue. And basically reconfiguring it’s digital face teo, talk about here’s the proof here’s, here’s, the money stream where’s the money. So to the extent that a lot of non-profit behavior could be influenced by what some of these numbers are showing, they’re listening is doing in early platforms and dahna forums i think that’s, that’s critical. This is such an important segment of dollars that’s going to be coming to the table, please. Just one had one thing on donorsearch vice funds there is now for free, a called a df widget that was developed by a number of the large doner advise funds it’s completely neutral in the sense that a variety of them are using it now, and any charity can get thea widget and put it on their website to ah, expedite getting mohr donor advised funds, donations you, khun goto, fidelity charitable, schwab. Ah, and i think they’re building a number of others on there. So that’s, a free resource that people could get access to on that donor advised funds. Question came from council non-profits council. Glad you with our school. Let’s. Ah, let’s. Talk a little about states. New york. I know from the report was the most charitable state. That may be very ironic to a lot of a lot of people watching, but i don’t it’s not ironic to me. Or probably any of us. Well, maybe maybe for rob. Rob is based in texas, so maybe ironic for him. But new york was the most charitable state. Marcia, you’re at the heimans center, based here in new york at new york city, new york university. What do you think? What you think is impacting new york’s, uh, generosity. It’s, it’s, diversity, it’s it’s. Ah, so trick demographics. Ah ah, latto public private initiatives. Say what you will about from mayor bloomberg. Especially right. Hey, set up a very strong infrastructure. Tio have public private partnerships. He has also is a philanthropist set of standards, a lot of different kinds of giving lots of experimentation in area that i think it kind of sets the culture for this as well. Also to ah, again, you see in flux. And i hate to keep pounding on this, but i cannot underscore the importance of this. Enough. Where you see tech centers ah experimenting in cause giving, setting up new platforms, creating some of that. What you mentioned is the multi trillion dollar economy around the nonprofit sector that’s also adding into so much of what’s happening here. S o we’ve got the business technology business of non-profits we’ve got the influx of new giving, and we’re also seeing very interesting trends with women and philanthropy. Ah, and how ah lot of spending that hadn’t been happening in that sector is starting to time on and why you were going to be having a women’s summit. Look at this she’s pitching for in one go ahead what’s the date goes well, we’ll share the whole thing the girl, the hashtag give it all april twenty eighth um ah, and we will be posting more on that but it’s women giving hashtag women e-giving april twenty eighth and then right it was also the stock market that also helped. Yeah, a minor detail, of course stock market that goes with that saying does help new york city considerably. We have a bunch of questions terrific let’s see robin from a way we can handle this one kind of quickly from non-profit diversity us how khun jobseekers use the atlas of giving can they wow that’s when i’ve never been asked before you hear it first on give e-giving twenty thirteen it’s remarkable the breakthroughs that are coming and giving twenty thirteen i don’t know. I don’t know why everyone’s not here. I see somebody in the building across that is not at their screen there, they’re having coffee, but they’re not the screen, so that person is not benefiting from the wealth of wisdom and questions that are coming and giving twenty thirteen i didn’t go. I have had a feeling that you should think about it. I could be more long winded if is necessary. So i would say the best thing is to look at the trend. For example, if i were a job seeker, i would be looking at i would be looking at jobs in the sectors which are the fastest growing. Currently that would be the human services sector, the environmental sector and the education sector, and i would, uh i’d be more cautious if i were seeking a job in the church of religious sector, and i know that that is tough, because if you’re committed to a life of faith professionally, you’re going to stay in it, but also, you know, the health sector underperformed the national average and it’s something to at least think about take a look at all right dahna another question. I saw chris tuttle asking more show the audience would like me to admonish you that they’re having trouble hearing you. Thankyou okay tend to gesture with your microphone. Oh yeah, so i don’t know. Hold them. Figure out something. There you go. Don’t okay, don’t gesture with your mic, chris asks. Do you think we’ll see a plateau in online giving increases anytime soon? Is that the possible toe perfect? Ah there’s always this cycle with technology that it’s overrated in the beginning, underrated for the long term and the various cycles and generations of backlash is stepping forward, stepping back, stepping forward, trying to figure out how to use it more effectively. And so on so forth, i don’t think we’re going to see a plat plateau of online giving, i think again, the factors are threefold one you have this ninety nine percent coming to the table two you’ve got a fresh supply of ninety nine percent coming to the table thanks to a lot of service learning programs in schools that are helping to expand the culture e-giving from early age is keeping it close. You’ve got a lot of new causes and new startups. Ah lot of silo comes silo crashing between the for-profit for-profit sector in the nonprofit sector in terms of social enterprise is a lot of that stuff gets counted there’s a lot of new activity coming from a lot of places and a lot of it is happening online just can online just just yet two things. One is just a case in point that online giving is just that it’s beginning point charity navigator is a website. We are a charity and all we do is a website. The majority of our giving still comes from people writing checks and sending them to us in the mail. And ah, the critical nature of continuing that form of fund-raising will not end any time soon. So that’s just a a and i think we all agree on that. But just as a cautionary note, i think the other thing is, you know, i i i think it’s really important for us to bear in mind this different types of organization. The one percent of charities in this country that in our estimate get eighty six percent of the funds each year, and the remaining ninety nine percent that get about fourteen percent from our analysis. But i would say it’s, not the ninety nine cents the ninety nine percent that are coming to the table. It’s, about ten to fifteen percent mb or the vast majority of charities in this country are fifty thousand or less, and their capacity on the internet may never be there. But don’t despair. Those males checks from your friends and neighbors will still be very important in this in this future of ours. It’s never in either it’s never an either or scenario. Here, it’s it’s. You know there’s always the cake is always the traditional forms of giving and that’s not going to go away. Nor should it. Of course not. But this cake has a thickening frosting on the top. And ah, it’s, very sweet. And, uh, it will continue to attract ah lot of people who, you know i’m sorry, but five dollars, ten dollars, twenty dollars. Pretty soon it’s real. Money and we’ve seen it over and over and over again in specific campaigns. The challenge will be, of course, tow. How to use these tools more strategically against mission. Just one push back on that. I mean, i agree in concept, but the game in the nonprofit sector has been and remains he or she who does the best marketing winds and that includes the internet and the charities that are most likely to do the miss best marketing are the ones who have the most money, which tends to be the one percent. I do think the internet is beginning to open up a window for some of the sort of mid sized savvy organizations that have some resource is for marketing. But still the basic dynamic of the big charity is winning, and the smaller charity’s not having that capacity losing is there. The hope is that there’s more of a window than their wass, and i agree with you there well in in a void of transparency. Unfortunately, sometimes the pretty package gets the most attention. But i disagree with you that it are increasingly we’re going to see the charities that are not just good. At pretty packages, but the charities that air good through the use of these tools in distinguishing their most influential supporters. Oh, and can use those strategically for not only comprehensive marketing strategies, but integrated fund-raising strategies that are going to be the winners that are going to lead also just real engagement mean a small local charity. The vast majority you said have budgets under annual budget is under fifty thousand dollars what’s the percentage you notes around it’s almost fifty percent of all chairs and have ah, i have a budget under fifty thousand dollars, right? But i mean, i’ve always thought this opens up an enormous opportunity online for, for real, for local engagement, if if you’re fund-raising on ly in your town, even not even all over your state exact, i think i think it creates enormous opportunities strategies that can do this smartly and expense. I want you to be right, and i mean, all of what we’re working on hate can burger no, no, seriously, i want i want that to be right. That’s what we’re working on is to try to get to that point where that is what? That that it’s no. Longer. Here she does. The best marketing winds. It’s. He the charity that has the best results and really helps the most people wins, is where what we’re talking about here. You’re listening to the talking alternative network. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking alternative radio twenty four hours a day. I’ll give you an analogy. I just saw this last night on new york tv ah full page ad for radio shack in nineteen ninety one and every item listed on the page a camcorder ah, a cellular phone, a computer, every item listed on the page, if bought separately, would run into the thousands of dollars today in two thousand fourteen, we have every capability of every device listed in nineteen, ninety one in our smartphone, and we treyz he was right networked community is maturing to the point where using those smartphones and connecting people in real time is having a huge impact. We see it every day on small do you have a production studio in your pocket? Look at yelp and distribution, production and distribution. Look at yelp. Oh, and increasingly we’re seeing yelps for non-profits i mean, the point of this is that the locus of power is increasingly thanks to some of this technology moving outside the traditional organizations and so there’s a lot of demand, new demand for accountability that needs to be heard. And, you know, we’ve seen this everything from the common controversy to others, politics aside, the way these things need to be handled is with more engagement from the start, in fact, your donor’s, certain demographic donors. But i’ll argue most donors want to see more accountability, and they want to know that there are answers on the other on the other end and that you couldn’t take less than a day to answer an email. Let’s, go back to some questions, kenny siegler, maybe you khun deal with this one kind of quickly, uh asks, is there any data in the report regarding generational giving? Are you tracking generational giving? We’re not, or or or by gender? Well, we have no gender or age related e-giving information, okay. J angeletti from the angeletti group, do you think the next generation of donors is reaching its prime? And can we start to expect impactful gif ts from them? Yes, he’s referring teo, millennials reaching there, you know, i would say i would say one of the things that you and i can’t define this as a trend, but just an observation is that, and it relates to the to the last questions that we were talking about in terms of engagement and online. Is that the smaller niche? More? Nimble organizations that make good use of technology, i think, have an advantage with the next generation of donors, and they’re there there by nature mohr, accountable and transparent and that’s what the next generation of donor is looking for so much of engagement is, is you think of tom sawyer and non-profits khun b the tom sawyer and get everybody else to paint the fence in terms of leveraging their ask in terms of leveraging volunteer engagement. This is an amplification technology. This is also listening technology, how critical it is to now be ableto listen by setting up these platforms to what donors have to say. So there are this donor relationship management it’s no accident that non-profits are hiring data analysts of their own or getting into you talk about pretty packages info graphic ex things like this to more succinctly say what they’re about distinguished in a tweet oppcoll length of time that’s so what? Why this? Why now? Why us? So what? You know again i think that the technology can be good used for good or ill and the packaging can be meaningful and the packaging khun b junk and the challenges for people to be able to discern the difference and that’s why, i think increasingly groups like charity navigator and others are going to be in a critical role to try to discern what is quality and meaningful information. And what is just pretty packaging of claiming accountability when there isn’t any. So that’s again, why we, you know, i totally agree that we want to get to the right place here, but we need to keep our eyes wide open of the challenges that we’re going to face and those charities out there that aspired to do the right thing you will have. I think you know that challenge of the good and the bad information, and we urge you to try to find the role models out there like charity water, you know, and others that are really on the cutting edge of of trying to promote themselves with that meaningful information. Marshal. Let me askyou charity water. It is mentioned often. Can you name some others? I’m kind of putting you on the spot or core can some others that you think are doing online engagement particularly well. Owe the american red cross the national wildlife federation? Um, traditional organizations born digital organizations as well the iraq and afghanistan veterans of america association setting up a private social network to basically convene vets who have come home and let me ask you same, you know, it’s it’s funny, because i think that what we’re fine, what we’re finding is even the early adopters of really measuring results the most they often are sort of these midsized organizations, they’re not the really large ones and they’re online presence and they’re promoting themselves were so we’re trying to say to them brag show off, you should be proud, and they’re still in the early stages of developing their online presence. So nurse family partnership, smaller groups like roca in boston, harlem, children’s zone, there’s they still have a ways to go even those those that have the most to share really need to get more savvy about how they’re presenting themselves online, and i think we talked about a lot of different things here. We’re talking about engagement of donors, traditional donors and new ones for talking about the quality data like december and analyzed. We’re also talking about outreach and marketing when we all of those to see what’s possible, i can give you a really example. We were recently in conversation with anat, a large, very large, a national organization that is comprised of nine hundred different organizations. They all have. They do not have a single fiscal year. They don’t share a single fiscal year. They don’t share a single database, so their ability to do any amount of planning at an umbrella level is almost non existent. What we hear so often, eh? I edited contribute magazine for many years. And we would hear this. And i know you look into this now so passionately. You know, this lack of standardisation this lack of you know this this proliferation of apples and oranges here. What are we measuring? What? Where is the standard? How much can we really forecast? How much can we really demand in terms of accountability? And how much can we really compare who’s doing one thing well or best? Ah, if there is very little transparency very little that our government demands in terms of disclosure and very few common standard. And i know there’s a lot of movement in the field to get to some kind of common. Set of metrics on and i applaud those efforts, but we’re not there yet, and i’d be interested to hear what you have to say. And then where is this going to go? How close are we getting any closer to having some kind of riel in depths analytical cloud here? You know, we recently signed a letter called the overhead myth letter, and it says a website overhead myth dot com, which basically was a letter to the donors of america that said, you know, overhead should not be the primary focus on the primary focus should be results, but at the same time they’re neat way all think there needs to be a second letter to the non-profits of america that says, hey, we’ve sort of given you some bit of ah wiggle room on overhead, but now the donors have know where to look for the thing we say is most important for them to look for, which is the results and so that that’s why i think the mo mentum and the challenge of this is critical, we’re going to continue to be involved in whatever way we can with all the groups that are working. On this, to try toe dr standards to set standards, to come to consensus on standards for how we go about measuring that’s a great resource called perform well, that’s trying to help with that, for example, and so i rich people to check that out, but we’re still in the early stages of this road and, ah, you know, we really need for there to be more early adopters that really understand that it’s not about the watchdogs, it’s, not about anybody, but we want to meet our mission in the most powerful way, the most effective way we can to help the most people we can. And ultimately maybe you’re not going to see it today, but we believe all the evidence is pointing toward more and more those charities, those non-profits that go down this road ultimately are going to be the most successful fund-raising wise as well as helping people wise. So it’s a win win on every level level if we get there and can i’d like people to know that you were on my show on non-profit radio, along with the other two co signers talking about first time the three of us sat down and been interviewed at the same time around what led to the overhead myth letter and ah, what you think is coming from it. So that show was think that was october or november of last year, i think was october okay and and actually have been to convene ings just this last week. So there’s more and more of a desire amongst some of the leadership groups in the sector to try to push this forward and continue to continue that conversation. And a lot of charities have told us that they’ve been very effectively able to use that letter to educate donors. Tio the what we consider to be the other factors that are equally, if not more important than that. But but non-profit media was first yes, i think yes to first. Quint. Convening that’s. Right. That’s, right. Subsequent is the controlling i promised to share the mic with marcia. I feel like i got emasculated, but but yours was not working so well. So we’re going to share her. We’re going to we’re going to share. I told you i hit ken berger. See, i knew there was a reason i knew was coming. Um and we just have a couple of minutes left. Let’s. See, uh, gene takagi is asking, has giving two non don’t advised. Fundez public charities, uh, jeanne, the lawyer, i’ii organizations that provide direct charitable goods and services grown. Yeah, sure, yeah, absolutely no question about it. Okay, there’s. Another question about donor advised funds. I just recovered that okay? Foundation giving foundation giving grew considerably. Rob wanted just remind us what the foundation giving numbers were condition growth. Do you remember? I don’t remember, okay, but it grew considerably from two thousand twelve to two thousand thirteen was the best performing sector. Okay, our source. Excuse me, sore sore source of giving and there’s a reason for that with the tremendous gains in the stock market and now with increasing real estate values, lots of the assets of foundations air held in the those two places and the way that reporting happens is i think most people are aware of the fact that the foundations are required to give away five percent of their assets each year. Well, it’s not necessarily the assets that are valued in the current year it’s the assets in the previous year and partly in the current year, depending on on when their fiscal year is and when they do, they’re reporting. So there is a lag between the stock market values and what foundation giving is going to that means, twenty fourteen has enormous promise for for charities seeking foundation support if i was twenty thirteen asset values. Increased considerably. Absolutely. If i were still a practitioner and planning my fund-raising strategy for two thousand fourteen, i would be shifting. Resource is into foundation grantmaking opportunities. Marshall, you want to come in, i’ll going to be still the mic. You won’t say anything about the foundation giving up attorneys there. I think we’re also seeing a lot of healthy it’s continuing. Sometimes call some of the major foundations kind of the you know, of course, the gates foundation is the wal mart foundations. I love the influence of having discipline, uh, the non-profit sector. So we’re not seeing a different we still have twenty seven different breast cancer charities in new york. Uh, yeah, you can, because, yeah, so so you know, one of the things that were also seeing is that, again, this gets back to the overhead issue, that there are more and more foundations that are becoming educated to the fact that if they give a charity eight percent overhead, just the infrastructure cost to manage that grant, let alone their operations, is inadequate. And as these foundations are increasingly requiring, reporting on results and not giving what is probably more resource is required infrastructure wise build a performance management system in the charity um but there is encouraging signs that at least some cherry some foundations are beginning to move in that direction of reducing their caps on overhead to the same degree, providing mohr assistance with building performance management so you can measure result but it’s also important that charity’s become their own advocates to educate. And encourage, they’re found the foundation supporters to help them in this regard, and some even bring the overhead letter with them. But it’s really going to be more and more important for the foundation community to step up and to also be early adopters to help the charities to become more focused on their results. Marshall, i’m going to give you the last question, but we only have a couple minutes left. Andi need to wrap up too. So this comes from colorado gives i’d love to understand where the statistics for online giving are coming from and where is the growth? So again, we suffer from a lack of standardization, but they’re in ten has some great statistics non-profits technology network, we have statistics in some research that gnu is starting to do in this area. People find that they will soon. Ah, and we also have some ah, a collective looking at tech soup and other places where these implementations, not to mention, you know, consulting firms and black bods, but you blackbaud all of that. So it’s it’s consistently these results nobody’s arguing with each other in terms of the trajectory nor the nor the growth the pace of the growth is a little arguable, but everybody ah, i haven’t heard anybody say it’s not going to be growing significantly. All right, we’re going to aa. We need to wrap up. My weekly podcast is tony martignetti non-profit radio there’s. Information about it at tony martignetti dot com. If you are viewing the the stream from tony martignetti dot com right below the viewing window there’s on at sign and you can click that and get weekly newsletter alerts. Aboutthe show email, email alerts about the show, thanks to very much thanks to my co host robb mitchell, and the atlas of giving is a real pleasure to do this. Thank you, tony it’s. Been it’s been great. And, of course, we want to again thank mutual america for this beautiful space on the thirty fourth floor at aa on park avenue and marshes to panic. Ken berger, thank you very much for sharing wisdom and thank you for being with us for giving twenty thirteen. The ring didn’t think dick tooting getting dink dink dink. You’re listening to the talking alternative network waiting to get a drink. Cubine are you stuck in your business or career trying to take your business to the next level? And it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of two, one, two, seven, two, one, eight, one, eight, three backs to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people! Hi, i’m ostomel role and i’m sloan wainwright, where the host of the new thursday morning show the music power hour eleven a m we’re gonna have fun shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a m on talking alternative dot com you’re listening to talking alt-right network at www. Dot talking alternative dot com, now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Dahna

Nonprofit Radio for January 17, 2014: Female Financial Literacy & What’s Public On Private Companies

Big Nonprofit Ideas for the Other 95%

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Alice March & Sheila Walker Hartwell: Female Financial Literacy

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Alice March, founder of The Attention Factor, and Sheila Walker Hartwell, a personal financial planner and principal of Hartwell Planning, are concerned that women don’t know enough about money—their nonprofit’s and their own. The implications are professional and personal.

 

 

 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent, i’m your aptly named host. Oh, i do hope that you were with me last week matter-ness with alison, fine, people matter. Allison and i talked about how non-profits don’t show the love and what to do about it, and jean takagi are legal contributor reminded us of the important role you’re bored plays in overseeing programs this week. Female financial literacy alice march principle of the attention factor and sheila walker hartwell, a personal financial planner, are concerned that women don’t know enough about money they’re non-profits and their own. The implications are professional and personal and find what’s public on private corpse maria simple, the prospect finder and are doi n of dirt cheap and free has resource is aplenty for doing your research on privately held companies between the guests on tony’s take two i have a pretty big deal to announce i’m co hosting the release of twenty thirteen fund-raising results and the forecast for twenty fourteen it’s going to be livestreamed so you can join us, i’ll talk about that were brought to you by rally bound peer-to-peer fund-raising and telephone bill reduction consulting getting you money back from phone bill errors and omissions. I’m very pleased to welcome alice march and sheila walker hartwell alice is founder of the attention factor. For ten years, she has been creating a body of work around the links between our physical, emotional, mental, spiritual and financial selves. Her sight is the attention factor dot com and on twitter, you’ll find her at attention factor. Sheila walker hartwell is a personal financial planner who doesn’t take money under management. That means she works for you, not for your money. She started her practice in nineteen ninety six for divorced and widowed women and has since expanded beyond that. Her sight is hartwell planning dot com alice march. She will work hard. Well, welcome to the show. Thank you. Thank you. Pleasure to have both of you ladies. Alice let’s, start with you. Why do we need whether male or female? Why do we need to be financially savvy? Good question, tony, because money is all around us from the time we’re born until the time we aren’t here anymore. And if we don’t know what we i need to know about. Money and how to use it and what it means in our lifetime were at a distinct disadvantage, and i’ve heard so many horrific stories lately about women who have even got who’s who have either gotten divorced, are remarried, or i thought their parents were wealthy, and so they lived wealthy lives, and then when their parents died, they discovered that their parents were living far beyond their means, and we’re in great debt. This is this is a tragedy that is waiting to happen with i fear too many other people, and i i could really talk about this from a personal standpoint, because as an on lee child from detroit, michigan, i never was taught anything about money, and it has not been a happy stance in my life. Sheila, why is this ah particular point, and particularly a troubling problem for women? Very much so i’m i’m impressed with what alice just said and highly endorse it. We see hatter with our clients where women have been trained or taught at home, not to discuss money, um, and therefore are, uh, barely literate, and the decisions they make is a result are much are inferior or certainly much less than they could it’s very important today for all of us women, and to become financial literate to make wiser decisions in every aspect of our life. Is this sort of depression era thinking that that’s lingering sheila, that that’s a very touching comment. There are differences in money, attitudes about money, the depression era thinking as you should never spend your principal and lived very modestly. But at the next generations have thought differently, and his alice outlined many generations. They’re making false assumptions about their parents or their right. And just because someone next door looks like they have three fancy cars in a huge house doesn’t mean that they have the ability to sustain that and through financial literacy, we make decisions that are appropriate and wife for a personal lives, but that flows over to our professional lives and the decisions we make in our well, we’re gonna have time to talk about that. And you, as a personal financial planner, especially have advice on what individual women khun do but it’s very important the point you make. I think that our own personal financial literacy about our own personal situation has implications. For what we expect professionally around money and and in terms of our our our career, alice, what you see around this again, this fear of talking about money? Well, it was a culture it’s minute cultural thing, actually, in polite conversation, you didn’t talk about sex money in politics or maybe religion, and so so there was no discussion about money in families, and then that that went out into you didn’t talk about your house. She didn’t talk about your salaries you didn’t talk about even the alone says you were giving to there to your kids, there was no conversation, and when you went into the workplace, you didn’t go in with any any effective or experience of discussing money. So as women, i went into the workplace and were given a salary, we will pay you this, we said, ok, but men didn’t say that, for instance, men said, well, i want to negotiate that or i want something out of the principal. I want some stock or something. So we’ve been behind the men forever. But what? What you learn in childhood about anything you take right into the workplace and money is such a huge issue with all of us, ed and i don’t know how you can be an effective boardmember or ineffective executive director if you don’t know how to negotiate money and speak about it in an objective turns like men do for for people who aren’t now boardmember zor executive directors or in leadership positions, they may very well be aspiring to those positions in their career. So this is not only for people who are senior but people who are junior and aspire to be senior. Absolutely. I think that money needs to be taught as a child. I mean, even before you go to school in elementary school, in middle school, in high school. It’s beginning. But it really starts in the family. Is the family comfortable about talking about money? I mean, your kids do kids get allowances? Do they know what to do about money? Do it. Just a tab. It’s been so taboo? Yeah, sheila, look. May well give alice a chance to get a drink of water right over there at the machine. Should take their headsets off before you walk over the water cooler on dh you khun lower her michael what’s happening? On dh sheila, you talk to people all the time about money, that’s how you make your living, how do you overcome this? This reticence? And we’re gonna have a lot more time to talk about the details of what we can do. But how do you start to overcome this reticence? Talking about money? Well, i think i i think we are. I think we’re behind the eight ball, but we are catching up. I remember many years ago as a single mother, and they’re for head of household in every way, including financial ah woman back then earn sixty seven percent of the man’s dollar, and i remember trying to negotiate for a during a new job, and i shot up early on. We need to, as sandberg says in the book, we need to lean in and no when and how to come, what book is that you’re courting from? Pardon me, what book is that you’re courting from? Yes? Oh, i’m cleaning in leaning in, okay, bamberg, brooke leaning in and it it it it helps women see that we certainly have equal rights, but your comment about it extending beyond the personal into professional is very important, if we have aspirations to grow into a ceo or see a position at a non-profit we need to first be financially savvy and ready to take control of our personal finances and manage them and then bonem that experience will expand into every aspect of a professional life train and teach all our clients to assume responsibility for their personal finances. Many of our clients also are small business owners and their it’s just an expansion of being savvy, one of the questions that comes up frequently as well. How do i get there? And i am talking about it is one thing, but we need to take action steps to become financially savvy and comfortable in that rule. Okay, we’re going to take a break right now, and when we come back from the break, you and alice and i will talk about steps that we can take individually and professionally to individually meeting of her own personal finances and professionally, especially for women. This is female financial literacy, so we’ll get to those steps, stay with us. I didn’t think that shooting getting dink, dink dink, you’re listening to the talking alternative network waiting to get a drink. Cubine do you need a business plan that can guide your company’s growth seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our culture and consultant services a guaranteed to lead toe, right groat for your business, call us at nine one seven eight three three four eight six zero foreign, no obligation free consultation. Check out our website of ww dot covenant seven dot com oppcoll are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s two one two seven to one eight one eight three the conscious consultant helping conscious people be better business people. Dahna you’re listening to the talking alternative network. Schnoll welcome back to big non-profit ideas for the other ninety five percent. I wish i could send live listener love today, but i can’t wear pre recording ah, good ten days or so before the show, but the live listeners you know where you are, you know who you are, glad you’re with us. And of course, podcast pleasantries. Never forget the podcast listeners that’s where most people listen pleasantries out to those of you listening in the time shifted world. She’ll let’s stay with you. I’m going to ask again a little because you deal with people. You. This is how you make your living is talking to people about their money. How do we start? How do you start to overcome the reticence? Talking about money? That’s. An excellent question this morning is they need thio assume responsibility for their own personal financial life. And we set up. We helped them set up a comprehensive financial plan. And if they’re small business owners, we also set up, uh, compra sense of business plan going forward. But once they take charge of their own, the education and the responsibility slow, overdo everything in their life. They can take that. Into business planning and frequently well educated people and experts in their field are going back to school to get their mba. Um and that gives them the tools to move into those more senior positions for example a c f o r c e o that they might not otherwise feel qualified to do. Okay, um, um, alice taking taking personal responsibility, that’s where star on turning, turning forward another thing that may be helpful is to find a mentor in their firm or their organization on dh have them mentor them as it applies specifically to the organization. Become tuned in to the perhaps loopholes, financial loopholes in the firm. And they could begin making a significant contribution. I’m going turn teo alice. I want to get her her take on this taking, taking personal responsibility for the for our finances. Well, yes, of course we have to. But i think there’s a step before that, tony, we as a culture have to start giving people particularly women permission to take control of their finances and to ask questions and to look for mentors because they have to be prepared when they go into the business world. You can’t you can’t go in without being a financially responsible person from the time you’re hired? What do you mean, give, give, give permission? What? Why do you feel there isn’t permission now? Well, there obviously is not permission for this to be a big issue that has covered and that we grow up with it has to start at home. As i said, i think we have to give permission to parents to know how important and vital it is to teach their kids about financial responsibility, even girls. And when you, when you, when you elucidate this, when you make it clear for parents, they get it looking. I can’t let my children grow up without knowing how much things cost or how much they’re worth or what they should expect on a job for parents. There’s a there’s, a site called world of money dot org’s, which which teaches financial literacy. Teo children who are ages seven to eighteen, wets and that’s, a world of money dot or ge sabrina lamb. She hasn’t been a guest on the show, but i know about her work she’s, the executive director at world of money so as alice is you’re talking about parents. That’s ah, resource for parents. Super terrific. Let’s. See, sheila, you started to talk about mentoring the fact that that imposes responsibility on two groups of people who are experienced seeking out the men tease and people who are junior seeking out mentors. Yes, that’s. Exactly. Right. And as alice was pointing out me, it starts now at the first job in the workplace, both for seeking out mentors and mentors, recognizing talent and taking on mentees. The world is changing. Maybe not fast enough, particularly for women. But it is changing were more. Almost fifty percent of women, as we know, are part of a two income, um, family today. And so their income is significant, and with that comes additional responsibilities to understand the financial running of the household and therefore fighting into into the profession. But mentors are key to change, added itude, so that we can, uh, feel take on the responsibility and make a difference. You had also mentioned sheila graduate degrees that’s a possibility as well. Well, we’re seeing a fair amount of that where people who are really expert in what they do in doing phd, for example and science and research are going back to school to get their mba. We’re seeing managers in, um, finding that they need to be financially savvy andare get adding an mba, doctors are car getting an a nun md and an mba coincident at the same time at major ivy league schools and it’s all going on back to what we were discussing today and that no matter what we do, we need to be financially savvy. Andi. So gradually we’re changing the attitude, if you will, so that people can make financial decisions that are intelligent, alice here’s another another possibility, if not a graduate degree, local court courses community, a community college or any kind of continuing ed courses at a major university as well, and they’re out there, but back to permission. Tony, people aren’t even going to think of going unless there’s a change in the culture that women need to know about money. Well, there certainly are women who are mba is and lauren continued courses i mean, there’s, there’s, there’s that it’s not like women aren’t admitted into programs. You’re right, but for instance, i heard a story about a bride the day after she was married realized that she was bankrupt because she and her fiance had never discussed money. And he was going to declare bankruptcy after they got married, so i guess she could share it with them. Well, this is horrific. I mean, did you hear about my marriage duitz eyes? My wife, i’m talking to you. I can’t believe she revealed that. Very all right. That guy’s. Well, that guy’s a shyster he’s. Ah, he’s off. You know, he’s a fraud. But if they’d ever been discussing money and marriage in their family, maybe she would have sat down with him and said before the wedding day, listen, let’s, talk about let’s talk about money. How much money do we have going into this marriage? How much? What are our expenses? I don’t know any brides. Whoever did that shell, you probably do. You see that, sheila? And when you’re working with couples now, not women alone. Do you see that the women are still unaware? Um, not as much and only enough, i think. But way we’re reaching people. Obviously, that are open minded to doing things together. We see a fair number of engaged in newly married couples. And they are coming too. Set up a plan either prior to marriage you’re immediately after when the child comes along so that they’re they’re wanting to share the financial responsibility. It was only one generation earlier, as alice is pointing out where women were told that, you know, the man writes checks back off and you know it being a literate financially is not an excuse going forward, certainly, but we help a lot of couples set up a financial plan to gather everyone forward. I agree without certainly every couple should know what each other’s financial situation is prior to marrying. I think that’s absolutely essential on dh if there was something like a bankruptcy, i have a feeling that guy has a lot more to hide than just lack of money. Who would want? I think you’re right, you’re not somebody i want to be married to you. I think you’re right. You know, some women whose husbands are ceos and have very prominent positions don’t share information about financial statements, and some of their wives are asked to be on the board of directors, and at that time a financial statement is appropriate, so i think the board of directors executive directors have an obligation when they’re going to interview somebody, particularly a woman, to be on the board, that they discuss finances and what they’re prepared to give. And it’s just it’s just gotta be explored. Yeah, well, certainly their own fund-raising their own fight, their own giving to the organization, but you’re going much beyond that. Ah, basic financial literacy it for for potential board members, andi, i wantto remind everyone that we did have a show about board training, and it was actually called b f d that was my clever little title board financial dilemma. And that was the march second, two thousand twelve show. Andy robinson and his co author kept her first name, but her last name was wasserman. We’re on together and they talked about their book. And so i think another thing that boards could do is provide training themselves in basic alice. I see you shaking your head. Basic literacy. Like reading a balance sheet, reading an income and expenses. Yes. Yes. Well, they could have retreats, and this is one of the agenda items. But, you know, boardmember czar, really? Their primary goal is to raise money for the organization so they’ve got to accept that position in a financially literate position. She’ll i’d liketo spend a couple of minutes don’t go too long now be sure to take breaths in between your major thoughts, but what can? What can women do on a personal financial side? I know this is your practice and we only have a couple of minutes left, so please keep that in mind. But what are some things that women could do on the personal side that’s going to impact them? And they’re they’re savvy on the professional side? Well, anything they do on the professional side that isn’t held financially savvy is going to reflect all aspects of their life, but one of the things that people don’t think about is maximum deferring into there find contribution, plan such a for all three be, or for one k on before they get used to spending the money better to massively differ, and be sure and check that if the organization has a match that at very least, they do the match no matter what and that kind of thinking of the third gratification, if you will, is good for the organization as well. Okay, excellent. Uh, a second thought with the if their income levels permit they’re our incomes. Feelings is to put aside five thousand dollars per year into a roth ira. It grows tax free and they go. And when they take it out, both the growth and principal come out tax free, wonderful tool for young people starting out. But that kind of understanding in any organisation among women is helpful. Okay, excellent. And, sheila, what about just understanding? And this is really subsumed in what you’re saying, but understanding how much is coming in and how much is going out? Um, yes, well, every family should have a balanced budget plan looking at all sources of income, not just the obvious and the tax bite. And then that all, um, expenses balance each year, and that helps people understand what they can and can’t do and helps them make wiser decisions. Can i take that expensive family vacation, etcetera? And this flows forward again into their businesses? Yeah. Alice, right. If we’re starting to take this personal financial responsibility, this is going to have implications in our professional life. This is going to help us open. The conversation be more comfortable around financial topics. That’s that’s what you just said is very important be more comfortable around the discussion of money. This is vital and this does come we’ve got to pay attention to this. This is an issue that has been long simmering underneath, and you’d be amazed at how many women i speak to who finances don’t even enter the conversation. So not only do you have to have a cultural awareness about women’s financial literacy and also some men, some better in the dark too. They just go willy nilly your own. I think this is one of the issues of our time, actually, especially now when we’re in such a flux and we’re changing. So much roles are changing prices, air changing, people’s accumulation of money is changing. I mean, everything is changing. I’m wondering if another way that someone who’s not senior in a non-profit could start to open. The conversation is i’m asking if they can contribute some way to the to the organization’s annual financial and your financial annual financial report. Not that the junior person’s going to be putting the thie the spreadsheet i mean the balance sheet. Into the annual budget, but maybe there’s a portion of the narrative or something she’ll is that you were gonna say something. I was just going to endorse what you were saying and there’s no time like the present to be alert to and asked to participate in meetings that might include, um, annual budget meetings within the organization and bring what you bring your good thinking into it and latto only learn, but be able to protect you. You paid it also wouldn’t do any harm helping you move up the ladder, but they bring some financial learning to the situation a toe workplace, i think it’s a great idea and i weigh just have a minute. I think an executive director knows the background of the people who were on the board and could ask a boardmember look at we need to discuss some financial manners. Would you mentor the rest of the board members and and have it on agenda item all the time? Yeah, i do think that’s key because so that all the board can execute there their basic fiduciary responsibility knowing as i was saying, she’ll what’s coming in what’s coming out. What? You coming expense sheet look like what is a balance sheet look like? What items should i be questioning and what items are you know, ministerial and i shouldn’t be questioning. So so that there’s a basic understanding of finances at each level. We have to. We have to leave it there. I want to thank alice march. Founder principle of the attention factor. You’ll find her at the attention factor. Dot com. And on twitter at attention factor also. Sheila walker hartwell. Personal financial planner. Her sight is hartwell planning dot com. Alice. Sheila. Thank you very much. Hey, welcome, tony. Pleasure. Pleasure. Have both of your very interesting topic. Thank you. We are brought to you by a couple of sponsors that i like to talk about. Rally bound is one of them. They make simple, reliable peer-to-peer fund-raising software. Peer-to-peer means just friends asking friends to give to your cause. You know that as a non-profit radio listener, you can claim a discount that rally bound and people already have. Joe has told me that listeners are calling. I’m glad. I talked to joe yesterday, and he was telling me about a new organization that had a rally. Bound campaign camp. You know, leah and they used rally bound on giving tuesday. And on that day they raised nine thousand dollars, which was one hundred eighty four percent of their goal. And it was the camps, first time using peer-to-peer fund-raising they were fund-raising from alumni of the camp. First time using it. Um, you know, i always talk about rally bound for runs, walks and rides, but it doesn’t have to be event based. It could be any campaign where you want friends tow ask friends to give to your cause dahna caldnear mcgee, he’s going to answer your questions? 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I just don’t do business with high pressure people talk to yussef i suggest he’s at tbe rc dot com or two one, two, six double four, nine triple xero a big announcement i am co hosting with the atlas of giving the announcement of twenty thirteen fund-raising results and the forecast for twenty fourteen by charitable mission e-giving source and st it’s going to be live streamed on tuesday, january twenty first at ten a m eastern. If you’re not able to watch live, the video is going to be immediately available and they’ll be high def video available later on there’s, a short press conference and then i’m hosting a discussion with ken berger, ceo of charity navigator marchenese to panic from new york universities heimans center on philanthropy and rob mitchell, the atlas of giving ceo all three of them. Have been guests on the show there’s more about that event on the twenty first of january on my blogged at tony martignetti dot com and that is tony’s take two for friday seventeenth of january, the third show of the year. Maria simple you know maria simple she’s, the prospect finder, she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com, and her book is panning for gold. Find your best donors she’s our doi end of dirt cheap and free you could follow maria on twitter at maria simple. Hello maria, good morning, how are you? I’m doing great first time we’re talking this year, even those little later in the month, so i’m going to say happy new year happy new year to you as well. Thank you very much, hyre we’re talking about finding what’s public on private corporations. What is right? What is a privately held corporation? Let’s? Make sure we start with that. Okay, so a privately held corporation is a company that has no stock issued out there. They’re not trading on any exchanges and they’re really not required by anybody to report any information they can. Be as private and secretive about their sales number of employees, etcetera, a cz they want to be so sometimes it’s a little trickier to find the information, but there’s some really good resource is out there. They’re very credible. These air, not always small companies either, right refer. For many decades, goldman sachs was privately held that’s, right? The companies can be of any size so it can be from a small solo practice business, right up to a company that can have thousands of employees, right? They just never wanted teo go public to be public. All right, so it’s right? Right. So we’re not just talking about small, small companies. Um, and what can we do with the data that we might find from all the resource is you’re going to share with us? Well, you know, very often, non-profits they’re so focused on reaching out to those just those really large corporations in their communities. And, you know, they forget that there are a lot of private companies right in their own backyards that they could consider cultivating and soliciting as well. And they’re probably getting a lot less solicitations than the big companies that have you know, the corporate giving programs and the company foundation programs online, so just digging up a little bit of information on them and trying to figure out you know who to talk to and visiting their website and seeing if they have any e-giving program in place and it’s not very often you’ll just talk to somebody in more of ah, marketing or a sponsorship department. Could this also be an indicator of a person’s individual wealth? So if you find someone who’s ah, i don’t know, owner or partner in a privately held company. Is there going to be value in knowing what the companies portfolio looks like? Absolutely so understanding the longevity of the company. If it’s a long, long time held a family run company, those air particularly valuable for non-profits to reach out to and trying to get, you know, establish some sort of an inn or a relationship with some of the family members. There’s probably. Then, you know, potentially to pocket if you could be getting money from the family itself. A cz well as the company. And you may already know the individual in the company. That’s what? I was that’s what? I was suggesting, yeah, actually, you probably dio it probably is the individual that maybe somebody on your board might have a relationship with on dh then just, you know, trying to get more information about the company itself and seeing how philanthropic they are in the community. So it’s going to be probably a lot easier to establish that in in that relationship with an individual at the company who’s at the helm, do you find yourself doing a lot of research on privately held companies? Yeah, i do. I do, definitely, you know, both reactive research where i’m given the name of a company or a family run company and amounts to provide a little additional information on that two pro active research, you know, let’s, try and identify. What are these small and mid sized companies that we might be overlooking in our community, that we should be proactively trying to establish a relationship with? All right, so let’s, move to some of the dirt cheap and free that that i’ve dubbed you. Diana, where should we start with our privately held company research. Well, you know, i’m such a huge fan of public library right there. In those libraries, you’ve got a gold mine of information that’s available to you, not only in you no hard copy format, but very often most often the resource is i use are those that are online databases that i can access right from any desktop anywhere as long as i’ve got that library card number. So i thought i’d share just a couple of those resources as well as some websites that could be useful for private company research. Okay, so this and this we’ve said this before, but it bears repeating because we are talking about public libraries. This doesn’t mean on lee your local library, right, aren’t haven’t you said that there are libraries where you don’t have to be local, but you can get access to their collections and eyes? That is that true? Yeah, so very often you can, especially if you start at more of a statewide level. So let’s say you’re in new jersey like i am, but maybe you your your local library is very small. It doesn’t have a lot of online databases available through that particular branch. However, the st libraries will generally have excellent resource is available to you. Very often, they’re dubbed under the small business resource center, that type of thing. So for example, in new jersey, they have ah, ah, i say a subcategory of the state library system called nj grows, biz dot or ge. So if you start there as a jumping off point, for example, you’re going to get access to a lot of information about growing your business on, and they’re going to point you to a lot of online databases and and actually even webinars and that teach you how to use those particular databases. Okay, excellent. Now, if we’re not in new jersey, what would we be searching for in our state? Just the state libraries. Is that it? Right? Well, a good jumping off point. Tony is a sites public libraries dot com ah, provided to your listeners on the facebook page, but they do have a listing there where you can see every state and then every state’s library. So that’s a great spot for you, too. Start off if you feel like you’re in a very small community and you’re not seeing the library resource is that you want from your local library? Bump it up to the state level. Okay, um, what were some of the resource is that you wanted people to access at at the smaller public like, smaller public library arika so one that i’ve mentioned in the past, but definitely bears repeating is reference yusa, because there you can again look up a particular company, if you know the company name, you can look up a company by the name of the executive, so if you have the name of an individual and you’re trying to tie in which company there with but also you can proactively developed lists and export those list into excel spreadsheets extremely useful if you’re looking to build up a list of names of companies that you want to bring to your board for consideration, for example, or if you have money in your budget and you want to be able to reach out to some of those companies locally inviting them tio events or gallas, or maybe some business networking opportunities that you want to create for these companies so, you know, trying to demonstrate to them what’s in it for them by getting involved with your non-profit is that reference? Use a dot com well. You would i would recommend that you actually access it through the library because it is available as an online resource, but you would have to pay if you went directly to reference. Use a website that’s why entering it through the library portal, you know, keep it free and dirt cheap. Shall we say yes? Okay, are dyin, um, there’s a there’s a there’s? Isn’t there another one that you like through access through the public libraries? Yes. So another one that would be very expensive toe access directly is lexisnexis, and i think a lot of non-profits are aware of that as a tool for doing development research. But here they have something called lexisnexis library express sounds like a bit of a tongue twister to mate, but at any rate, they have information that you can look up in terms of news. But they have that’s, a specific category of company research through that library express site. Now going back to something i asked you about before if you’re accessing libraries where you’re not a local resident, is there usually a fee for doing that? So, yeah, if you wanted to access a library in another state. Very often you’ll have todo do you have to prove either residency or that you work in that state? So what you might need to do is just find out. Is there a way for me to purchase a library card in that state? It might be worth the money if if you can’t find particular resource is you’re looking for in your own state library. Yeah, especially right with the expensive, like reference yusa and lexisnexis. It could be worth just ah, couple hundred dollars. Maybe even if it’s that much for for library out of state. Exactly. Because it would be very expensive to access these databases on your own. Right. You have any idea how expensive they are? I know you don’t pay for them like a reference. Use a do you have any idea what the cost is? Um, i have not looked at it recently. I really i can’t tell you exactly, because i always just enter it through my library portal. Last i looked at it with several years ago, and i think it was, you know, upwards of one or two thousand dollars. Yeah. Okay. All right. Well, that’s, you know that’s. Why? You’re the doi, n i didn’t mean to put you on the spot. Um okay, what else? What else have we got? So state publications that really focus on business issues in new york? You’ve got cranes here in new jersey. We have n j biz. And this time of year, a lot of these statewide business publications will come out with what they call their book of list. So nj biz just came out with their book of lists. And what they do is they give you, um, basic contact information sales information, etcetera, about the top companies in, you know, all the various categories of business that exists in the state. So they’ve done a lot of leg work and research. And if you’re a subscriber to nj biz, you would’ve received this already in your mailbox. Um, but you can go to the website and purchase. It is a resource is well, okay. And what’s, that site and j is the i z dot com. Okay, okay. We’re gonna take our break, and, uh, maria and i come back. We’re going to keep talking about finding what’s public on private corpse and and what to do with that data to stay with us. You’re listening to the talking alternative network. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking alternative radio twenty four hours a day. If you have big ideas and an average budget, tune into the way above average. Tony martin. Any non-profit radio ideo. I’m jonah helper from next-gen charity. Defremery simple. How you been? Just great. Thanks. Good. Ok. Should i make sure everything was okay when we took a little break? Why don’t you share? Ah, on anecdote from your vast experience where privately held research that you’ve probably held company research that you found was was really magnificent. Helpful to a to a client. Um, you know, locally here, the united way has a women’s fund-raising breakfast every year in the spring. And i serve on that committee. And one of the things that i said was, you know, okay, i can use my skill set to be able to help this non-profit to develop maybe and reach out to other people who have not been previously engaged. And again trying to maybe focus on female executive in our community. So again, i went into reference usa. I was actually able to pull a list by where it said, you know, the management, the lead management person was a female. We develop some lists. We sent out our sponsorship package information and so forth. And it did result in some new people participating both sponsors, but as attendees also of the event. So again, it’s, you know in a very basic level of trying to engage from new people, but had we not done that leg work to try and figure out well, who are some of the female executives in the community? We would really have never known to reach out to them and invite them to participate. Excellent. Excellent. I think you’re a good person to know. I just i see the value of prospect research and and the way you do it, it’s really it zee? I don’t know, it’s just i see incredible value for non-profits yeah, thank you. Um, small and large. I mean, you know, i used to work at a college, we had three full time prospect researchers. Yeah, and then there are shops where, you know, there’s one director of development and here she’s doing it all but the prospect research, you know, if if you’re not researching right, then you’re spending a lot of time on potential donors that you think of potential donors that that just aren’t you aren’t going to pan out. I think you’re spending a lot of time unnecessarily with bad prospects, basically right? And we all have only so many hours in a day so, you know, really best to focus on the best prospects and and that’s exactly what what business leaders would do, right tone, either they’re not going to spend their time spinning wheels going after business that’s not going to be lucrative for their companies. So you kind of have to put on that that that for-profit mindset, if you will, in how you’re going to approach the way you’re going to spend your time, how as a development person or a cz an executive director in developing relationships with the people in your community, certainly. All right, let’s, go back to the privately held company research. We’re talking about business publications, i believe anything more to say about forbes and cranes, etcetera. Yeah. So forbes has a list that they put out every year america’s largest private companies. So you know, you were you were asking me before? Well, you know what air the various sizes of the companies if you look at the list that they currently have up on their website. The number one company that privately held is cargill, based in minnesota. Revenue of one hundred thirty seven billion dollars. That’s billion with a b and one hundred forty thousand employees. Yeah, i want a huge in is not farming and agribusiness and production of food manufacturing of food. However that’s, right. A company probably better known to people is del still privately held. Wow, dellis still privately held. Very interesting, huh? Okay. Okay, so there are a lot of very big companies out there that are privately held. What? Who else is on the list? Mars? Pricewaterhousecoopers. Um, trying to just pull some names off the list of people would recognize toys r us currently help. So this forbes list is free online or your tio? Okay, i’ll provide the link, but it’s forbes, dot com slash largest dash private dafs cos flash list. So you go to the forbes web site and you and if you did a search on their site of america’s largest private company, you’ll get to the page. But i’ll go ahead and provide the link on your facebook page is welcome. There’ll be cool. Thank you. You have something called ceo express. What is that about? Yeah. Ceo expresses just a really neat site for you to bookmark for yourself. It’s got huns of great lengths. It’s like this huge compilation of length that would be useful, teo, any ceo for-profit or non-profit and one of the categories that they’ve compiled is business research, so, you know, you can get information on financial markets and quotes, business and technology, you know, they actually have a small business category again, they’re trying to find, you know, resource is available for you as a small business and small non-profits you are small business, so that category might be perfect for you to check out, okay? And where we’re going to find ceo express ah, right at ceo express dot com and aziz said, and anybody who is looking to just have a ton of resource is all pre pre bonem bookmarked for you go ahead and just take that one site, bookmark it to ur own computers, and then you’ll be able to have access to it any time you need to try and find this particular topic. Okay, we still have a couple minutes left is there? Is there more you want to share about a privately held company research, just just to maybe contact again going back to the library if you’re in a library or if you just call the reference desk of a library and explain to them the type of research that you’re looking to dio the reference librarians are going to be hugely valuable to you. I think we’ve also touched on in the past, tony, how many libraries will also have chat capabilities available so you can get into an online chat, explain to them the type of research you’re trying to do of locally, and then the entire chat transcript will be emailed cities. So there you have all the answers embedded right into a nice little e mail for you. Oh, i love that you get that you get the chat transcripts. I mean, i have very fond memories of reference librarians, which, you know, those people who don’t get visits so much anymore. Not face-to-face, but yeah, reference like brains. I mean, back when everything was booked based, you know, they just knew where the stuff waas was. Amazing. Yeah, they they still dio. But, you know, so many of us are not taking that local trip to the libraries as much anymore, but definitely calling into the reference desk. Work’s chatting with, um, through that online chat feature works great! And you’ll know it’s. It’ll be very visible if your library offers that that we’re not okay. Excellent love the public library research and yeah, i’m glad reference librarians are still around it’s very comforting for me, maria simple are diane of dirt cheap and free resource is you’ll find her at the prospect finder dot com and you can follow her on twitter at marie. A simple thank you very much, maria. Thank you again. My pleasure. Next week we have an archive show it’s not gonna matter which one because all these shows a good what’s the difference. I’m going to pick one and you know it’s going to be a good show. We’ve got one hundred seventy to choose from again live listener love those of you listening live podcast pleasantries to those two listening on the time shift. Remember that we are sponsored by rally bound and telephone bill reduction consulting joe magee and yussef rabinowitz, respectively. They support non-profit radio. Please check them out. Rally bound dot com and t brc dot com our creative producer is claire meyerhoff sam lever, which is our line producer. The show’s social media is by deborah askanase. Of community organizer two point. Oh, and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Our music is by scott stein. That’s him right there. Help you with the next friday, one to two p m eastern at talking alternative dot com. Schnoll they didn’t think that shooting. Good ending. You’re listening to the talking alternate network duitz waiting to get in. Nothing. You could are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall. This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. 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Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking.

Nonprofit Radio for January 10, 2014: Matterness & Program Your Board

Big Nonprofit Ideas for the Other 95%

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Allison Fine: Matterness

picture of Allison FineAllison Fine, co-author of “The Networked Nonprofit,” reminds us that people matter. But nonprofits often don’t show the love. What can you do to show people how important they are to your nonprofit?

 

 

 

 

 

Gene Takagi: Program Your Board

picture of Gene TakagiYour board probably recognizes its fiduciary responsibilities, but does it know its role in overseeing programs? Gene Takagi is our legal contributor and principal of the Nonprofit & Exempt Organizations law group (NEO).

 

 

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent, i’m your aptly named host. Oh, i very much hope that you were with me last week. I’d be seized by acute epiglottis itis if i had to hear that you had missed in front of the media in twenty fourteen janet falk principle of fall communications and research shared what belongs in your twenty fourteen media plan on how to execute so that media pay attention to you and social sites to watch in twenty fourteen amy sample ward had the social media sites that will take off this year. She’s, our social media contributor and ceo of intend the non-profit technology network this week matter-ness allison find returns, co author of the network to non-profit she’ll remind us that people matter, but non-profits often don’t show the love. What can you do to show people how important they are to your non-profit and program? You’re bored. Your board probably recognizes its fiduciary responsibilities but doesn’t know its role in overseeing programs. Jean takagi is our legal contributor and principal of the non-profit and exempt organizations law group neo between the guests on tony’s, take two our fan of the week were brought to you by rally bound peer-to-peer fund-raising for runs, walks and rides. And by t b r c cost recovery getting your money back from phone bill errors and omissions. Very grateful for our two sponsors, allison find you should know me. Uh, hello. I didn’t give you a proper introduction yet. I was just i was just saying your name. But but hello, how are you? I’m fine. We’ve been introduced before, though way have but it was a year ago and some people may not remember there’s been a lot of shows since then. So let me let people know. Besides, you deserve you know, is it from some recognition for your work, your body of work? Because you study and write about the intersection of social media and social change. And you are the author of the award winning book momentum igniting social change in the connected age. And of course, your more recent book is the network non-profit co authored with beth cantor who’s. Been a guest on the show? Yes, allison find you also. This sounds like this is your life. I don’t know. Because usually i’m not talking to the person but that’s, the way it got set up so that’s the way it happened. Of course, you also host the monthly podcast for the chronicle of philanthropy, called social good. Um, i have one of those two, did you? I think you knew that. Sure, on twitter, you are at a fine and your site is alison fine dot com. Welcome back, allison, thanks so much for having me. Tony it’s. A pleasure. I enjoyed talking to you. Thank you. Do you still have your you don’t still have a fine blawg. What happened to a fine blanc? A fine blogging is on my website. Oh, at allison, fine dot com. Correct. Okay, very good. Okay. People matter, but non-profits don’t show it what’s your concerns around matter-ness so i’ll tell you how i stumbled on this word. Tony good. I recently completed a three year term as president of my congregation. I made it. And where was that uncertain whether you would survive your presidency? You never know in the middle of one of those things, but, you know, it was a great honor, okay? When i began in that role, i was inundated with emails of concern from congregants, and i would diligently try to answer every single one, you know, i’m i’m so sorry the doors were locked when you showed up, so sorry you didn’t get it think you know as quickly as you wanted, i’m so sorry, you know, that i would agree to do when you came in. Whatever the issue wasn’t, um am tinkering with things and trying very hard to be responses. And about a year into that role, tony, i got the ultimate email from somebody. It was a long time congregant who said she was in the hospital for the week before, and she was very upset that nobody had called her, even though she didn’t. Tell anybody she was in the oh my goodness. So i got that even i sat back and said, what in the world is going on here? There’s some other stuff. She must have some other. This this doesn’t make any sense at all. And then going back through the other complaints, i saw this pattern and the pattern was right across the board, which wass i joined here because i wanted to belong to be a part of something important to may and whatever you have just done has made me feel like i don’t matter at all. All right. I thought i was important. I thought i counted. I thought you cared about me and what you just did show me that you don’t. And it takes a lot of work to undo that hurt for people, you know, feeling like they’re insignificant. Tony is not a an insignificant problem for any organization, any business, much less social service or human or research organization. Uh, because it really hits to the core of people. We all want a matter somewhere. Alison let’s. Just make sure that everyone understands the congregation is ah, this is a jewish congregation. Is a jewish temple synagogue human-centered new york. Okay, okay, just making sure that you understand. It’s it’s, it’s we’re talking about religion and faith based on dh because that may have special meaning for the for the members they may they may hold you to ah hyre standard than they would be average charity that they’re they’re affiliated with. I think there certainly is, you know, a depth of feeling on the part of a lot of people when you join a religious congregation. But when i went, i went on to facebook and then i asked people win when have you felt in your life? Like you don’t matter to an organization or company and got a whole slew of responses. Tony of i don’t matter when i’ve asked the organisation changed my name on appeals and it doesn’t get changed. You know, i don’t matter when i make a contribution and instead of a thank you note, the next thing i get us, another asked for a contribution, right? I don’t matter when i go to the gala of the organization and don’t get greeted by anybody. It was an across the board feeling of i am trying. To contribute somewhere this is, you know, very particular to causes on non-profits i care about a cause, and i feel like i’m a cog in a great big direct mail machines, yeah, technology and our fast paced work lives and personal lives, these things cut both ways. I mean, there are efficiencies and productivity that are important, but we have to treat people like they matter is right. I mean, we’re we’re going to come out in this, so this is this is a cutting edge, you know, the two side of that coin of technology on the one hand, right? It can make the wheels turn very quickly. On the other hand, it could make us all feel like we are, you know, far on the outside. What happens with organizations, tony, is that they become enamored of efficiency internally, right there is the the mantra of daily work is basically, how quickly can i finish my to do list? We’re trying to cross things off my to do list, which is never ending. You know how it would make a great progress. That’s, right? Yeah. There’s. Always things added. Yeah. Oh, it’s. Not like that. And i got one in my heart, you know, goes out i go and see non-profit folks who have pages and pages of to do list and what they become it is what i call they become inside out organizations they view the world from inside this, you know, little case of trying frantically to get all of these things done because they’re always under resourced. And in that doing in that drive to try to make some progress on the to do list, they forget that they’re actually individuals out there. So we we engage on a transactional level rather than a personal relationship type level, right? And so what happens is you begin to view the world in in buckets, you know, you hear organizations oh, all the time, tony, talking about buckets of people right here are our empty nesters, and over here are people who live in this part of the city and over here are direct male donors, constituents way to manage the work, to try to organize people and in some kind of cluster that way constituent groups, constituent groups, right? I don’t like that. One day you are a constituent. Ah group like that you’re not a person anymore. Yeah, this is this is interesting. Well, it’s, interesting, because we’re you’re giving thought to something that on dh voice, to something that i think a lot of people feel dahna it’s, also just very topical for timely ideas, i should say for me. Yeah, there’s just there’s been some guests who have been encouraging us to humanize the world the way from the perspective that day that they bring to the show. Whether that’s, the example i’m thinking of off immediately is ah, instead of calling people prospects, you know, potential donor ours, but the prospect, you know, prospect research that’s the one that just comes off my head. But it’s very interesting. You’re you’re a bit of an anarchist, you know that? Oh, yeah, thank you. I appreciate that you’re a troublemaker. You sister told you i’m a pot stirrer, tony. Their pots out there to be stirred. Your pot stirrer. Okay, i like anarchist plot stars that same. Okay, you know why? Because somebody has to remind organizations that have become too enamored of systems too enamored of, you know, paradigms and all of that stuff that at the end of the day, it all boils down to people, right? And if you’re making people feel like they’re only value, teo is the check that they could write or have written, uh, that’s. A terrible way to do your work to meet your mission. It will. You know, you might the financially better off you will not. Your soul will not be fulfilled. Your work will not be fulfilled that way. But even financially in the long term, i think you’re going to suffer. We have to. We have to. It kills me, but we can’t take a little break. We’re definitely coming back. I’m already regretting that alison fine is not with me for the full hour this time. Not not that, not that are not that gene takagi is a crummy guest gene gene, maybe listening. Is anybody from california, san francisco, but he could be traveling. I don’t see him in san francisco listening right now, but gina, i love you, too. I do love you. I’m just we’ll have to have allison back, okay, let’s, take this break and we’ll come right back. I didn’t think that shooting. Good ending. You’re listening to the talking alternate network, waiting to get a drink. Cubine do you need a business plan that can guide your company’s growth seven and seven will help bring the changes you need wear small business consultant so we pay attention to the details. You may miss our culture and consultant services a guaranteed to lead toe, right groat for your business, call us at nine one seven eight three three, four eight six zero foreign, no obligation free consultation checkout on the website of ww dot covenant seven dot com oppcoll are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping huntress people be better business people. You’re listening to the talking alternative network. Latto welcome back to big non-profit ideas for the other ninety five percent time for live listener love we got kendall park, new jersey, seattle, washington, irvine, california, new bern, north carolina live listener love to you, you matter, but, you know we do live listen love all the time, and everybody knows that not just because alison fine is reminding us that people matter live listener love is all the time podcast pleasantries, of course, if you’re listening in the time shift, i love you, too. We’ve got the netherlands, we’ve got inchon, korea and seoul, korea on your haserot for our korean listeners and there’s more live listener love coming, lots more live listener live listeners out there. And allison friend of yours, i guess maybe on twitter. Jennifer flowers says that she wishes you were on for the full hour. Also that way. Thank her for me, jennifer. Alison says thank you. You just think to yourself, but you’ll come back of course, right. Absolutely way. Love you on non-profit radio. Um okay. So where this this process orientation? This? Yeah, right. I mean, it’s a turn process? Yeah, but okay, so we have to strike the balance. Yeah. Okay. This is very hard, you know, you make this is this love that you were talking about this. You make people want toe, take a step back, you make people take a step back and want to be better in there. I think day two day relationships, not not just only in their non-profit roll, but i think just day to day i i admire that. I admire that. You you think these thoughts? Well, i think the key tony is trying to remind people and help them to figure out how to make relationship building primary in their work life and their whole life, right? Because it is so overwhelming life right now, there’s so much information were clicking and tweeting and picking and poking and all of those things. But what doesn’t change is our need to connect with people personally on the need to be connected in really meaningful ways. And so i take it as my responsibility to keep reminding people of that that you can use this technology technology that can potential like next to you with hundreds, thousands, millions of people. But at the end of the day, i hope you’ve touched one person in a meaningful way, sametz oppcoll let’s get into some detailed ideas that you have about being able to go about doing this better. Yeah, so one of the things that organizations particular non-profit organizations don’t do well, tony, if they don’t tell stories well, uh, which is astounding because their work is so important and so good. Ah, and yet when they tell stories, they tend to do it again inside out, they do it about the process of something, you know, people showed up less thirty two people showed up last tuesday night for a movie night, and it was fabulous on we made fifteen hundred dollars, fifteen hundred dollars, and we had cookies out, right? Right? Or a testimonial, right if they asked someone else’s falik it’s about how this is the best organization in the entire world, hands down and what they’re missing is an opportunity to enable the people who were touched by their work to talk about what it meant to them. Oh, and we have all the tools to do that they could do a one minute youtube video, right that when i came to this singles program, i wasn’t alone. For the first time, i didn’t feel alone, right? That is so much more powerful than you know, the singles program is the top ranked blah, blah, blah, you know, in the metro area, which doesn’t mean anything to anybody, but you talk about touching people in a way that they don’t longer feel lonely. Wow, now you really have something, right? Everybody has what i call up these iconic stories buried within their organization and it’s the job of everybody in the organization, not just staff, but bored and volunteers as well to try to look for them. So, for instance, if we are a let’s, say we’re ah, a school on we might even be devoted to the catholic education tradition because i believe there’s such a school that may be listening in in westchester. Actually, we might empower the students. Teo do ah video with their phones. You can absolutely do a video and talk about how does it feel to them to go to this school? Right? What makes it different? A lot of kids who come teo religious education. Where in secular schools first, this difference, it feels different should feel different. Uh, what does? It mean to be connected to the teachers here? How do you feel about your classmates? Do you feel like people care about you here? And e? I don’t want to hear that from principals and teachers and parents. I want to hear that from kids, right? Yes, and they’re right there and they have all of these tools, he’s said. To be far better storytellers than kids twenty years ago could have been please we have. We have recording studios in our pockets, it’s, exactly right, everybody pull out your phone and tell us one thing that makes you feel good about being here. I love it, yeah, yeah, yeah, okay, yes, of course the technology is empowering. Yeah, this is the asking for testimonials, that’s true, you know, jeez, you’re touching me. You’re killing me. You know i love you and i hate you at the same time. You’re annoying the hell out of me, but you’re not even married to me, tony. You’re close enough, you just in westchester. I feel it anyway. No, you know, i hate it because you’re making me want to do things differently. You know how annoying that is, it’s it’s not so far away from where people are right it’s changing the lens, right? It’s saying we have to stop just talking about us as an institution and start talking about us as people who are engaged here, right? How does it feel to be touched by us to be touched with us? To be part of this, um, effort, i’ve talked often with people who are running addiction programs or mental health programs, and obviously they aren’t going to talk about individual clients without their permission. But i say perhaps there are parents ah, in your community, uh, who could be asked to talk about what it meant to you to find a safe place for your child, even if you don’t use their real name, right? Thinking about how powerful that is, tony. Finally find someplace that cared as much about your child and your child difficulties as you did that’s the place i would want to take my kid not not, not the place that has the latest drugs are the most, you know, mds on staff. It could be enormously touching and and informative at the same time. Yeah. What jury is just one part? Okay. Yeah, i know. What’s what’s, what’s something else. You know, i like to leave listeners with things they can think about and execute. Right? So we need to take a good, hard look at the social media communities we are building. I know that. You know, amy sample ward is your regular social media guru. Rest as she should be because she’s fabulous. I know she speaks about this as well. But thie idea tony isn’t just about the flashy numbers, right? I can’t tell you how many times have been in board rooms of the past two three years and listen to the recitation of social media, transactional numbers and everybody fantastic. Ten percent up on likes on face. The vanity metrics knew i was missing a phrase it right? We’re all all the bells and whistles, and it means nothing, right? So everybody in an organization one i hope that they are using the channels and that the organization is comfortable with lots of people speaking about the work, um, and to the people, are learning to become calm, rotational on the channels. That’s, a big jump organization, right? So we’re so again, we’re back to like testimonials. But the default setting in organization is to talk about your organization to people out there. So you’re just using social media is a great big billboard and losing all the power of the conversational ism of the tools that make them so powerful, that that’s, why they’re ubiquitous, because you can talk and somebody conduct back to you. I love twitter for that. I have i’d say i have the most fun on twitter talking toa listeners. Yeah, yeah, i love i love love love twitter, right? So you can you can engage with people you can feel like you’re having a conversation and when you do that, tony, when you move from billboard to conversation, what happens is other people who are watching and most people are lurking and watching, not engaging, which is fine, but they can see and experience how you think about and treat people that’s really important. I sent tweets sometimes, and i feel a chill or i or my my eyes get watery because someone has told me how much they you know, usually it’s tze not much more, much deeper than love love non-profit radio loved the show, thanks for doing what you’re doing, you know? And i’m sending back gratitude and thank you so much appreciate that and i’ve gotten away from saying, check us out on facebook trying stop doing that and just be gracious but and grateful and just and stopped there with just gratitude, but sometimes, you know, i click that send and i really i feel like i feel something physical in my body that really the marrow eyes were getting a little water here. I feel a chill going through me thie emotions we have when we’re connecting with people anywhere, it doesn’t matter what the vehicle is our real right we are there, you know, emotionally, um, reaching out and feeling the love from somebody organization see to do two things in their engagement’s much better. They need to be much more gracious in there thinking a cz you were just saying and just they need to thank a thousand times more than they do you know that the churning out the thank you letter it’s just not good enough. Why not take to the channels and every day just think a donor on the child’s right for a modest gift, right? You could take the channels and thanks sally smith in missouri for the eighteen dollars, contribution, we are so grateful to have her support and other people are watching you be grateful. That’s. One thing and that’s the easier one hears the hard won. He ready, tony? Yes. We’re all buckled up. Ready for the hard one. You’re already pissing me off. Go ahead. No, no it’s going to get worse. Part one is taking a problem to the channels and asking people to help you solve it so we’ve heard from people that they’re tired of getting four uh fund-raising requests a month from us now we are trying to meet our budgetary demands. Here are our annual budget and to date that’s been our best strategy for doing that? Help us sell the problem. What do we need to do differently to one make you feel like he really matter and you’re not just an atm machine, but two to help us solve our financial problems, help us figure it out. I worked with one organization that had to get rid of that got rid of their snail mail news monthly newsletter, which fourteen thousand dollars a year they couldn’t afford it anymore, and they began to hear from people that they missed it. You know that getting an email with a pds and it just wasn’t the same thing, and they had the courage to take it to their face, the group and they help us solve the problem, and a donor came through and gave them a donation hopefully will continue to in the future. But it wasn’t about the donation it’s about the stop looking like you have everything perfectly down pat because you don’t and start engaging your people in real problem solving on twitter. Lynette singleton is with us using the hashtag non-profit radio, and she says that clark howard once labeled customer complaints as free many customers satisfaction surveys it’s related to what you’re saying, people are when people are communicating, they’re doing it for a reason. They they’re they’re sharing their feelings about what you’re doing that’s, right? If they didn’t love you, tony, they wouldn’t bother complaining. We wouldn’t tell you they just right they would they would just go away, right? And your job is to say, if somebody complains about something it’s likely somebody else has the same complaint and just didn’t make it. So what is the possible harm of going out and saying we heard about a problem and way need your help, your input? I think organisations particularly non-profits work way too hard to try to look perfect, tony and i think it’s to their disadvantage to continue to do that. I think that’s absolutely true, they don’t want to reveal that they’re having trouble with the budget as you mentioned, or maybe staffing or maybe volunteer revels or maybe the facebook pages not engaging i don’t mean just metric i don’t just mean numerically, but really engaging wise and they don’t want they don’t want anybody to know it that’s, exactly right and pretending that you’re not having problems. It’s just keeping people at a great distance. We have just a couple of minutes left. Damn, um okay, so all right, don’t be afraid to ask the questions of the of your community, of your of your folks. All right? Can we leave people with one more idea before we have to go? Uh, so one more idea, it’s more of a concept than an idea. Tony, is this concept i’ve been writing about this year working on a book on this called big small towns, and the idea is that everybody is physically, geographically located somewhere. We’re all living on land somewhere, and we will for the foreseeable future, going to school and going to work and go into the doctor. But at the same time, we’re also citizens of communities on online, and these aren’t separate dichotomous places. These are integrated places. Write that i will go online, get an idea, bring it down to the ground and work on it or ask a question or meet somebody and in the totality of it, it’s one really big small town, really, really big, small town, and when we begin to think about that integrated on line on land ecosystems, i think it begins to enable us to see a great world of abundance out there, that we don’t always see that we can go to people for help with ideas of capital for volunteers, for a whole bunch of things online that can enormously benefit are on land communities. So i just want to really share that with people that i hope that they can begin to see the world through that kind of lens in the near future. Allison, find magnificent you’re pissing me off, you make me want to be better and i love you love you too, tony. Ok, al, you find her and alison find dot com on twitter she’s at a fine if you’re not following alison on twitter it’s your life, you know what can i say? We’re going to finish, we’re gonna continue this we’re gonna have ahh matter-ness part do re ducks s o i will be in touch, allison or no pleasure. Thank you so much, tony. Thank you. Lynette singleton. Thank you for participating the conversation. Uh, thank you for that one that thank you very much. Other people i need to thank. Rally bound. They are a sponsor of this show. You know, without sponsors, bringing the show is ah, is a lot more difficult than it needs to be. Um, a conversation like this? Um, yeah. I’m grateful to rally bound. They are. Ah, peer-to-peer fund-raising software company it’s friends asking friends to give to your cause a za non-profit radio listener, you will get a discount on rally bounds campaign platform people have been calling already. That’s very cool. I love that. I’m glad. Um really bound helped a camp. It was the first time doing peer-to-peer fund-raising the camp raised nine thousand dollars and got one hundred eighty four percent of its goal. You’ll find them at rally bound dot com or just pick up the phone and call joe magee at rally bound. He’ll answer your questions and he’s gonna help you set up your campaign. I know, joe. Um and i know he’s. Not gonna pressure you. They don’t, they don’t. He doesn’t have to rally bound dot com or triple eight seven, six, seven, nine o seven six i also want to thank and i am thanking t brc cost recovery telephone bill reduction consulting yourself, rabinowitz he goes over your past phone bills, he’s looking for errors, mistakes, services you didn’t order ninety percent of the time he finds a problem, and when he does, he picks up the phone and deals with the phone company to get you money back. If he doesn’t get the money back, then you don’t pay him. I’ve referred yourself many times, and he is also no pressure team drc dot com or two one, two, six double four nine triple xero fan of the week at lays right on twitter it’s, lazy w r i g h t she’s in indiana, she’s in the cornfields of indiana, she loves non-profit radio, a runner and a knitter. Who’s your girl non-profit radio loves you back at lease, right? Thank you so much. If you’d like to be a fan of the show, i’d love to talk about you. Uh, talk to me on twitter or facebook there’s so much. Live listen, love here. I can’t i can’t stand it. Harrison new york east orange, new jersey, san francisco, california. Well, that’s probably. Gene takagi, los alamos, new mexico. Cedar knolls, new jersey. Chung ching, china. Ni hao. Cas ou guy, japan. I apologize if i pronounced it wrong. But, you know, live listener. Love is going out to you in japan. Konnichiwa. Um, goodness, i think that’s tony’s take two for friday, the tenth of january second show of the year. Sam is frantically handing me notes. Huntington station, new york. Welcome where you’ve been. You checking in late. Better late than never, i suppose. But you should have been here a half an hour ago. Huntington station. Now live. Listen. Who loved to hunting the station? New york, of course. Jean takagi he’s, a principal of neo, the non-profit and exempt organizations law group in san francisco. Gene has been gene has been a regular contributor to show it’s got to be going on three years. Gina i if it’s not three it’s very close. He had it’s, the non popular, that the non popular beautiful he had it’s the popular non-profit law blawg dot com non-profit law. Blogged dot com it’s very popular. And on twitter he’s at gee tak gt happy new year jean takagi. Welcome back. Happy new year. Tony it’s. Great to be on. Thank you. I love having you. How long have you been a contributor? Every month, i think it’s been a little over three years. That is it. Is it over three love make it could be i think we met three years ago at a bar in san francisco. If i remember, right? Oh, for sure. It’s not like we picked up up there where i knew you before. I’m not that easy with contributors. I mean, yes, we we knew each other. And then we certainly did meet that’s, right? With along with emily chan? Yes. That’s. Right. Um, let’s see, our board has our board has some responsibilities and around program you’re concerned that they’re not they’re not fulfilling those responsibilities. Yeah, i just feel like there’s there’s maybe some, uh, lack of attention paid on the boards roll on program oversight? I think so often went, especially when you talk with lawyers or accountants were talking about financial oversight, and we’re saying we’ll make sure you’re solvent. Make sure you have enough money to pay off your debts, they become due. We don’t really talk very much about programs, but certainly the management folks and the funders air talking about programs and whether they’re effective and efficient, that furthering the mission. So, you know, i thought we should explore a little bit about what the board duties are in in that event as well. Can you just remind us first, we’ve talked about this a while ago. There are three duties that board members have. I was faith, hope and chastity, or on the greatest of those is but yeah, the three duties are the duty of care and that’s act with reasonable care in providing direction and oversight over the organization, the duty of loyalty, and a lot of that has to do with avoiding conflicts of interests that are not in the best interest of the organizations, but are more for the best interests of an insider and the duty of obedience which lawyers air very interested in, and that’s a bang with both the outside laws of, you know, that apply to the organization and the internal laws like the by-laws and other policies. That the documents may have said, those are the three to be to be concerned with, ok and and around program program is essential. Man. That’s what charity’s exist for his programs? Oh, my voice just cracked like i’m a fourteen year old exist. That’s exciting stuff. Now that it is, it is that’s. Right? Well, you make it interesting. That’s. Why? I love having you back. You make the what could very well be a dry topic. I think you make it interesting. And listeners do too. Yeah. That’s. What charity? They’re here it’s for a program. Yeah, exactly. I mean, who cares? The indie at the end of the day, if we’ve got great financials, if none of our programs are effective and we don’t do a service to the community precisely. So what? What do we need to be doing? What the board’s need to be doing around around program? Well, i think in meeting those three duties, the critical aspect for boards to make sure they’re reasonably informed. Ah, and just get a program report every month or every two months. You know, a ten minute program report from the executive director or program director is fine and good. But does that mean the board really understands the programs and whether the advance the mission? Ah, and do they understand how the program’s advance emission? And did they ever ask you more difficult questions about are the programs effective at advancing the mission? Or do we have alternatives? Or should we think of alternatives that might be able to advance that mission mohr effectively or more efficiently, given the limited resources that we all have? First up in this is and we have talked about this. Your mission needs to be very clear. Yeah, and one of the things you have to do is make sure you go back. And this is the lawyer speaking. Make sure you go back to your articles of incorporation and by-laws and make sure that the mission statement that years thinking you’re thatyou’re furthering is consistent with what the law says. Your mission is. And that’s that’s how it’s displayed on the governing documents and in figuring out whether we are effective at meeting our mission. Now we’ve gotto identify cem numbers, right? I mean, it’s not just gonna be a ten minute report from the program director we’ve got to be looking at some numbers to figure out whether our we’re having the outcomes that we want, right and it’s such a such a difficult question and that’s, why it’s it’s all about keeping informed? Because, you know, the whole area program evaluation and back cantor and and a lot of institutions like the stanford center on philanthropy, in civil society and mckinsey and, you know, the non-profit cordially foundations, and they all have been writing all sorts of things on program evaluation and how we need more metrics and, you know, but all of that is great, but this is really hard stuff for a lot of non-profits to do so, yes, trying to figure out what what measurements are are important for us to figure out. Are we advancing our mission effectively? And then are we advancing it efficiently is really hard stuff, i think tip typically non-profits will, you know, measure how much money we’ve raised, how many visitors we’ve had or people with served, how many members we have, what is our overhead ratio on? We’ve had discussions on that topic as well, and, you know, those are interesting figures in all important, and i don’t want to downplay that. But what about you know, then, you know, the number of clients served. For example, does that really tell us what impact that’s done? No, before the clients. And you know, the program staff may know that. But how does the board know that if we have? If we served a thousand clients last month, did we did we serve them by giving them one meal? Did that change their lives? Did we do more than that? Did we provide services? What? What and impact are we trying to aim for? And what results are we getting those air really difficult things to try to figure out. But i think the board needs to push the organization in that direction. Of trying to figure out are the programs that write programs? Are we effectively implementing it? And if you want to, you know, evaluate your executive and evaluate your programs. You’ve gotta have a good understanding of that. I feel your passion around this, jean. I really do. It comes it’s it’s palpable. Now, in managing these programs. It’s, not the board’s roll. Teo, be day to day. There’s clearly there’s a delegation that has durney happening? Yeah, absolutely. And and the board certainly has the ability, teo, and should be delegating if they have staff in an executive director, particularly delegating those duties on those people. And especially, you know, holding the executive accountable and tasking executive and making sure the executive has resources to be able to do this, to try to figure out what measurements should we take? Teo, evaluate our programs. What what’s important? What do we have the capacity to do now? And what? What do we aspire to do? What are outside stakeholders wanting? What are the foundations saying we must have? And what are the donor’s expecting from us and how to our competitors provide that type of information back? I think we just need to push. Our executives were lucky enough to have them to figure some of those things out. And none of this has done overnight. Of course, tony, but you know, you you’ve gotto work at this, and sometimes you’re going to move forward, and sometimes you gotta move backwards. But you’ve got to keep pushing, pushing ahead. You just asked five or six really difficult but critical questions. Um, it’s a good thing. This is a podcast. Cause. Now people can listen. Go, go back to the past one minute and listen to those five or six questions. Jean just just named, you know, difficulty, but, but but critical. And and yet the board’s oversight responsibility remains and that can’t be delegated. That’s, right? So you know, the board, khun delegate management, but the board can’t delegate its ultimate oversight of the organization and it’s, you know, it’s responsibility to plan the direction of the organization. So status quo, if you know if that’s all you’re satisfied with and you don’t aim to do anything else with that, you know, that may not that may indicate that you don’t have the best board in place, and i was a little shocked teo learned, i think two days ago guidestar held a web cast, and there was a survey done of executive directors, and seventy five percent said they were unhappy with their boards and there’s a big disconnect there. Seventy five percent proof. Okay, what else? What else, uh, is part of the boards oversight of program? Gene? Well, you know, one thing i kind of want to emphasize as well is that i don’t want to put all of this on the board of directors, and i realized that the vast majority of board members are volunteers and have busy lives otherwise and are doing an amazing job. Trying to contribute to their organizations, the disconnect with the exec director is usually because of communications and a lack of understanding of their respective roles. So i just want to put a little bit of a burden on the executive director as well, to make sure that they are emphasizing board development and helping the board understand its responsibilities and sometimes bringing in experts, even though they may cost a little at the outset. Khun b really valuable to an organisation to try to figure out what these roles are, and again put in a little investment up front, and you can get payoff down the road even if you have some failures along the way. But it’s just that continuing to push forward to trying to understand what you’re doing who’s responsible for what? On figuring that stuff out the metrics themselves again. Our khun b, you know, exceedingly difficult if if i asked you give us metrics on changing laws when we were fighting for civil rights. Um, well, that might take years or decades to get any measurable results per se that might make a thunder happy. And you know what would have happened in the early sixties, you know, civil rights organizations just had their program shut down because boards didn’t get the right metrics that would have been ridiculous, right? So we have to understand the limitation of these measurements as well, but continue to try to figure out what important steps or bench marks were shooting for and what’s important to do, even if we don’t get the metrics on and make sure our funders and donors and stakeholders understand those limitations as well, just a minute or so before before breaking what? What kind of expert would help us with this? What would we search for? Well, there there are some consultants out there who specialize in program evaluation, and there there are definitely resource is out there. I have named a few organizations already, but let me give you a few more the foundation centre and they’re grantspace website has got some excellent resource is on program evaluation, the national council of non-profits also has some excellent resources. They’re they’re definitely resource is out there, and if you look for non-profit consultants who got program evaluation expertise, i think that can be a starting place. This is also a ripe area. For collaboration amongst organizations that are serving similar populations, or have similar missions. To try to meet together and talked about how they’re measuring, you know, their program, results and what would work for maybe, you know, across the sub sector that that they’re serving, all of those things are really important. I think again, executive leadership is really important to get the board in motion, but the board also has to hold the executive responsible for making sure that happens as well. Let’s, take a break. Gene and i, of course, will keep talking about the board’s responsibility around program and the executive director’s, too. Lynette singleton and at lays, right. Thank you for thank you very much. For those very, very kind thoughts on twitter. Hang in there. You’re listening to the talking alternative network. Duitz have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s, monte, m o nt y monty taylor. Dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking alternative radio twenty four hours a day. Hi, i’m kate piela, executive director of dance, new amsterdam. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. More live listener love junction china ni hao, the netherlands gary indiana the home of christmas story, right? I’m pretty sure a christmas story that movie took place in gary, indiana live listen, i’d love to gary, indiana, and we’ve got a couple checking in from japan, hiroshima and kobe konnichi wa, farmington, michigan live listener love out to you. We have a question from twitter jean very loyal listener lynette singleton asks, do we know why there’s this lack of love between executive directors with and their boards, any ideas what’s contributing to that? I think i’m sorry, tony, that i think there are a number of factors that make be contributing to that, but i think the first is lack of understanding of the rules that each place and then it’s it’s a matter of communication between the two parties, there are great expectations that that board’s place on executives and the reliance on the executives tio teo, make do with limited resources to produce amazing results, and that can sometimes be a very heavy burden on the executive without a lot of support from the board and exactly what the board’s role is in supporting the executive. Director’s also, i think there many areas where there’s a lack of agreement or understanding between those roles and, you know, fund-raising is actually one of the areas of of ex, actually, some controversy, i think, you know, is the board involved is the board’s role to raise funds for the organisation. From a legal perspective, i might answer no to some extent, from a more operational perspective, i would say, of course, it is so there’s, different considerations, and that was a charity navigator to study, right? I’m not sure. I thought you said i’d start with. I’m sorry, the organization that did the webinar. Okay, okay, god start. Pardon me. Ok wave talking, talking about program meeting the mission, but there’s also legal requirements around program as well. Sure, and then the board should make sure that the executive is ensuring that the program is in compliance with whatever applicable laws might be there, whether it have to do with the facility of the organization or the employees and volunteers working for it, their basic risk management steps that they may want to take a swell, including ensuring that there’s proper insurance for whatever activities are are involved. Obviously, if you’re doing a summer day camp involving rope climbing and like that that’s going to be a little bit more significant in terms of risk management than if you’re just doing administrative work, lots of legal compliance, things, licensing, permitting and in all of those things as well, can boardmember sze be personally liable if laws are being broken and that’s why we have directors and officers insurance, isn’t it? Yeah, part partly why we have that it’s usually, you know, if there’s some sort of negligence involved when the boardmember acting not as a boardmember but as a volunteer for a program, then you’re probably looking at commercial general. Liability insurance to protect against, you know, somebody slip and fall and blaming the volunteer who was right supposed to set it up on the board members, directors and officers. Insurance will really protect against decisions that the board made that ultimately, you know, in hindsight, we’re negligent or grossly negligent, and, you know, if they decided to hold a program in involved involving bungee jumping with six year olds and without adequate supervision that, you know, that would be be a type of negligence that could get boardmember personally liable for something like that. But volunteermatch boardmember czar really, really, really rarely held personally liable absent some sort of malfeasance or self dealing benefit themselves. Okay, i’ve seen some six year olds on the subway that i wouldn’t mind having participating that that bungee jumping off a cliff i could i could give them a little shove to get them started, but not not kids. I know nobody related to me, only only what’s people have seen some hype it that it go well, now they’re real. I’ve seen him in the subway. I just don’t know who they are. I can’t name them, but i could point them. Out easily. Probably on my way home, i’ll encounter a few. Um, what else should we be thinking about? You know, your get before i asked before we do that, you’re an anarchist. Also, you’re making us. I got two troublemakers on the show today. You are making us ask questions that are very difficult, but but critical? Yeah. You know, e think of lawyers and consultants more broadly. That’s what? What we do, we can implement the changes that we talked about, what we want to raise the questions because we want boards and executives to really be thinking about these things and discussing them. And that’ll help break down the barriers and the misunderstandings and hopefully make more executive directors feel that their boards air great, make more executive, make more boards feel that their executive directors are doing a great job as well. As i said, i feel your passion around this. We have just about two minutes. You have another thought around this? Yeah. You know, just tio, make sure that again and i’ve talked a little bit about this is that there are limitations to what metrics can provide to an organization and some things. Just take a really long time to figure out research i mentioned lobbying on civil rights issues is one example, but research as well, you know, for gonna engage in research of a new right and how it’s going to work or developing a new medical device or drug that’s going to be beneficial to developing nations and the people there who might not have the resources to be able to afford these things. We’ve got to be a little bit experimental, and i know you know, there’s been preaching to the choir about embracing failure and sharing it so we can learn in advance, but that really is something that i’ll echo as well, that, you know, we’re going to get metrics and sometimes the metrics they’re going to show we failed, but if we never fail, that means we’ve never really pushed the envelope of making a more substantial change, and we’re just sort of, you know, relying on making little incremental changes, and we have to think about our organizations and say, are we the type of organization that just wants to stay status quo? Do we want to make little tiny, incremental changes year by year? Or do we actually want to look at solving or advancing our mission in a really big way and actually take some risk and then find some programs out there that might be more risky and that might fail and help educate our funders and our donors and our supporters that you have this is what we’re doing, and not everything is going to work, but this is the way to advance, you know, our cause lawyer with a heart jing jing takagi really so grateful that you’re contributing to the show? Jean, thank you so much. Thank you, johnny. And thanks for basing this serious subject may that’s alright, uh, we have a little fun with it. You’re an anarchist is no question you’ll find jean at non-profit law blogged dot com that’s the block that he had it and he’s at g tack on twitter. Thank you again, jean, thanks so much. Next week, female financial literacy alice march returns and personal financial planner sheila walker. Hartwell is with her. Wow, what a show today! Really? I’m just i’m moved. Damn! I love doing this show. Um, about two female financial literacy women need to get up to speed in professional and personal money issues and what’s public on private companies are prospect research contributor maria simple. The prospect finder has tips aplenty for doing your research on privately held companies. Please remember rally bound in your thoughts and telephone bill reduction consulting also tb rc they’re helping to bring the show to you. Valley bound dot com and tb r si dot com. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer. The show’s social media is by deborah askanase of community organizer two point oh, and the remote producer of tony martignetti non-profit radio is john federico of the new rules. We’re gonna be doing a remote more about that next week. A pretty prominent remote and it’s going to live streamed. In the meantime, you could check the hashtag e-giving twenty thirteen if you want to learn before waiting for the announcement that i make next week. Our music is by scott stein. This is tony martignetti non-profit radio. I hope to be with me next friday one to two p m eastern at talking alternative dot com dahna you’re listening to the talking alternate network waiting to get a drink. You could are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall. This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future. You dream of. Two one to seven to one one eight, three that’s to one to seven to one, eight one eight three the conscious consultant helping conscious people be better business people. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to talking alt-right network at www. Dot talking alternative dot com, now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking. Hyre

#Giving2013

Image for blog post Atlas of Giving EventHosted by Atlas and NP Radio

Tony Martignetti Nonprofit Radio and Atlas of Giving are hosting a review of 2013 U.S. fundraising and the forecast for 2014. We’ll live stream the event, which will look back and ahead to giving by charitable mission, funding source and state.

Join us here–on this page!–on Tuesday, January 21, 10 to 11am eastern,* for the live stream. Leading up to the event, follow #Giving2013.

What you’ll see during the live stream event in the video embed window:

— Rob Mitchell, CEO of Atlas of Giving, will deliver a 10-minute press conference, releasing the review and forecast

— I’ll host a discussion of the results, forecast and fundraising trends with

  • Ken Berger, CEO of Charity Navigator
  • Marcia Stepanek, New Media Faculty & Advisor at the New York University Heyman Center for Philanthropy
  • Rob Mitchell

Email-icon

Rob made his 2013 announcement on Nonprofit Radio last January.

I’m impressed by the Atlas of Giving methodology because it is based on economic, demographic and historical data. Hard numbers for precise measurement—and forecasting. Their team of mathematicians, analysts and statisticians unlocked the algorithm that delivers 91 to 99.8 percent historical accuracy back to 1972.

We’ll come to you from the stunning 34th floor Boardroom in Mutual of America’s flagship building on Park Avenue in NYC.

#Giving2013! Be here!

* I sincerely apologize to those in the pacific and mountain time zones. We didn’t anticipate live streaming when we locked in our venue. It’s our first time out. We’re shooting HD video and I’ll let you know when it’s up. Plus, it’s a G+ Hangout on Air so the stream will be available immediately.

Nonprofit Radio for January 3, 2014: In Front Of The Media In 2014 & Social Sites To Watch In 2014

Big Nonprofit Ideas for the Other 95%

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My Guests:

Janet Falk: In Front Of The Media In 2014

Janet L FalkJanet Falk, principal of Falk Communications and Research, shares what belongs in your 2014 media plan and how to execute so that media pay attention to you.

 

 

 

 

Amy Sample Ward: Social Sites To Watch In 2014

Picture of Amy Sample WardAmy Sample Ward and I wrap-up our discussion of baby boomer engagement, talking sites and strategies. Then, which social media sites will explode in the new year? You’ve heard of Snapchat, right? Amy is our social media contributor and CEO of NTEN, the Nonprofit Technology Network.

 

 

 

 


Top Trends. Sound Advice. Lively Conversation.

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I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host and happy new year. I hope that you had a lot of time with friends, family loved ones over the holidays. Happy new year wishes to you. We got some from twitter very recently at wasco ca beck tweeted me and said good souls need be known to the world prosperity to you and all your listeners. We’re tuning in and loving it at wasco quebec. Thank you very, very much. Also got an email from betty ann who said i love your show and she also suggested a guest. I hope you know that guest suggestions are always welcome. Betty ann. Thank you very much, non-profit radio loves you back. Oh, i do hope you’re with me. Two weeks ago, i’d immediately suffer loring go tricky. Oh, bronchitis. If i had heard that you missed dan’s donorsearch attention ideas, your end of your campaign got you lots of new donors. Dan had ideas for holding on to them. He’s, the assistant director of development for individual giving at international house and goodbye, google alerts. Will it happen? In twenty fourteen, maria semple are prospect research contributor, and the prospect finder has free had who who writes this copy? Sam, who writes this copy sam shrugs his shoulders she had two weeks ago free alternatives in case google lorts disappears this week in front of the media in twenty fourteen janet faulk principle of faulk communications and research shares what belongs in your twenty fourteen media plan and how to execute so that the media pay attention to you and social sites toe watching twenty fourteen amy sample ward and i wrap up our discussion of baby boomer engagement, talking about sites and strategies and then which social media streit’s sites will explode in the new year you’ve heard of snapchat. I hope amy is our social media contributor and the ceo of inten, the non-profit technology network between the guests on tony’s, take two fundchat it’s, a weekly twitter chat it’s a blogged it’s, a great community of fundraisers that i’m a part of. We are brought to you by rally bound peer-to-peer fund-raising for runs, walks and rides and t brc cost recovery that’s telephone bill reduction, consulting, getting you money back from phone bill errors and omissions. I’m very glad that janet fall committed to the studio today. It’s a very snowy day in new york. She was here early. She’s, the principal of for communications and research. She’s, a communications professional with more than fifteen years of experience and has worked with lots of cultural membership, religious and community non-profits she speaks spanish and french. You’ll find her at janet l, fox, dot com and on twitter she’s at janet l folk general folk. Welcome to the studio. Thank you so much, tony. My pleasure to be here. Thank you. It’s. A pleasure to have you. Thanks for coming out in the snow. Um, how do we say in french? Tony martignetti has the the most outstanding chauffeur non-profits in the universe. Tony martignetti ah, the plu conned a program. Pull. A’s. What was the question? Universe dahna universe? Excellent. I love that the universe is universe is bigger than the galaxy, isn’t it? I believe some of the milky way is a galaxy. I think the universe is made of many galaxies, so i chose the right one. I don’t want to limit myself to just a galaxy in the universe. Thank you. Very much my place like you, we’re talking about our media strategy for twenty fourteen why why is this important? Why did non-profits want to be in the news? They want to attract donors, they want to attract funders, they want to attract members, they want to attract attendees, they want to attract clients, they want to build coalitions with like minded organisations. They want to raise their profile with political leaders and with business leaders. I can’t think of, you know, one reason there are so many reasons why non-profit organizations want to be in the news. So this is all for exposure for all those reasons, well, it’s exposure, but also it may be that there’s some pending legislation and you want to have your imprint on it, and maybe that you have an event coming up and you want to drive attendance toward it. It may be that you’re cultivating mohr board members or your recruiting more volunteers. There are any number of reasons why non-profits need to be in the news, raising the flag and putting forth their best foot as to what their agenda is and what impact they’re having in the community as you and i were promoting the show in advance on twitter. You pointed out that a foundation executive director said, quote, i give two groups i’ve heard of one way i hear of you is to read about you in the news and quote, right that’s, exactly current that was, i attend to the luncheon here in new york, and it was a foundation director who said that, and immediately everyone sat up straighter and thought, you know, what am i going to do to get myself in the right media? Because you have to think that your audience is somewhat different volunteers air looking for one kind of activity and funders air looking for other kinds of information. So you have to reach quite broadly in your contact with the media, figure out who’s on the other side of the table, who’s monitoring, reading, listening to that media. What is it that drives them? And how can you connect them to your organization? And we need not wait for news toe happen for us to jump on it and then in the in the urgent moment, you know, pitch ourselves as a as an expert, i can comment on that. That’s not much of a media plan, right thie idea is to put yourself forward and you can do that in a number of ways. First, you should introduce a spokesperson for your organization, someone who can talk about issue’s, not only what our organization is and what we dio but what is meaningful in the work that your organization does. So say you’re a literacy organization, so you are dealing with school children or you’re dealing with immigrants or you were dealing with adults and you are helping them to be able to read so that they can deal with their day to day issues. So identifying thie issue? Not necessarily just everything about our organization and that person who is the spokesperson for your organization has to be introduced to the media in a way that establishes who they are and why they are a credible authority and resource. It’s not enough to say this person has been working for twenty five years in the business or in the organization or in this field. Have they written a book? Have they published an article or an opinion piece in the local media? Have they given a presentation at a national or regional professional conference? Is there something that they have that says more about the impact that your organization is having in addressing these issues? So finding a way to introduce this person to the media takes what i call a media profile, and it basically summarizes the person’s bio in three sentences no longer than five lines and highlights several areas of their expertise and then raises thie issues that reporters are not paying attention to, and that if only people knew more about this, then they would want to talk about this person. So so so so we were talking about you, tony, we could say you’re an attorney and you’re experienced in plan giving, but one topic of interest that people are not paying attention to is, say, changes in the tax laws that are going to effect donations to non-profits nasco so that’s something that has an immediate impact, people understand if they don’t do something now, based on these changes in the tax laws that are being enacted for twenty fourteen, then it’s going to have a consequence for their donors? It’s goingto have a consequence for their non-profit now, let’s, let’s delve in there, we just have a couple minutes before our first break. Thiss media plan how this media profile of the spokesperson how do we best get this two media? Okay, you identify who the spokesperson is all you think about, what are the issues they’re going to talk about. And then you identify what are the local news organizations that your readership or your listener ship is most concerned with? What are they consulting most often. Is it the daily newspaper? Is it a local blogged? Is it a local radio or tv station? And then you look to see what they have already commented on or published in that area. And then you reach out to that person or that reporter or three male female male introduction to start? Yeah, okay. And it’s, always good to follow-up afterwards with a phone call. Basically, you want to be there so that when the issue comes up, the reporter knows gi. I need somebody who can talk about literacy or about planned giving. And i will get in touch with the person who’s information i received a couple of months ago. J it’s a good thing that i had that on. So you’re getting your getting yourself identified before there’s, an urgent need that a reporter has with a with a ten o’clock tomorrow morning deadline. And here she is scrambling, and reporters call the people that they know they don’t call the people that they don’t know. And if you want a sample of a media profiled and have your listeners, contact me, janet, janet, l fe, ok, dot com. Okay, we’re gonna take a break. When we come back. Janet and i are going to keep talking about getting you in front of the media and getting you in front of the news in the media in twenty fourteen, so hang in there. E-giving didn’t think dick tooting getting ding, ding, ding ding. You’re listening to the talking, alternate network, get him. Cubine do you need a business plan that can guide your company’s growth seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss. Our coaching and consultant services are guaranteed to lead toe right groat for your business, call us at nine one seven eight three three four eight six zero foreign, no obligation free consultation. Check out our website of ww dot covenant seven dot com oppcoll are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. You’re listening to the talking alternative network. Welcome back to big non-profit ideas for the other ninety five percent. We’ve got to send some live listener love there’s, tons a story in new york and queens. Live listener love to you, boca raton, florida, atlanta, georgia alcohol in california. I know i have been to alcohol own. I’m wondering if listeners in alcohol do you know barry and roxy? I visited barry and roxy years ago. They were aunt and uncle of someone i was dating in college. So if you know barry in roxy, give them a shout out, please. Hello, elka. Home live listener love to you and many more let’s. Um, or live come live love coming. Um, jennet, as we think about our media profile that’s going to go for this spokesperson, what should we be, including things like head shot? Ah link to a video clip of the person speaking what else? Maybe those air knows. I mean, if those air knows, tell me know what else belongs in that media player, i think simply stating the name of the person. They’re titled their contact information, phone and email. Ah, three sentence bio that takes about five typewritten lines and a few areas of expertise and some key questions or hot issues is more than sufficient there’s no sense cluttering up with a long bio or with a photo or with a video clip, because when the reporter is interested, they will come back to you for that kind of information right miree years or clutter than but good. I’m glad you said clutter don’t clutter it up, keep it simple on dh then follow-up now, do reporters not get not get agitated when they get the call a week after it says just wanted to be sure you got my email, you know? Is that not annoying to reporters? It’s ok to do it shows that you care, okay? You can always say in your call to the reporter, you’re coverage of the such and such issue, which is aligned with our organization, prompted me to get in touch with you. So then the reporter knows that you’re not just smiling and dialing and randomly college, right? Right, right, right. You are calling that reporter for a specific reason they’ve covered a topic that’s aligned with your organization, and you want to point out additional information or a new perspective, or recent events or report or survey something a case study that’s going teo want the reported to go back and revisit the subject and provide the depth and inside that your spokesperson will be able to do if you don’t hear back from the reporter now you sent an email just as you described. You didn’t hear back you left a voicemail several days or a week later. Don’t hear back. Should we now let it lie or jointly sustainers let it lie. We should let it look because you are in a reporter’s database and when the time comes and they need to talk to someone on that subject, you will have effectively introduced yourself. Okay? And if a news hook should arise on something relevant, the way you’re describing, should we then be in touch and say absolutely, i even if six months ago i sent you my bio, etcetera, i can help you with if there’s a new development in the organization or in the subject matter, you should absolutely go back. And i would caption an email saying source available to comment on x so say there was an unfortunate incident like what took place in newtown, connecticut about a year ago, that incident took place on a friday and within, you know, a few hours there were spokespeople from all different resource is commenting on the impact on children and gun control and mental health issues, a great many non-profit seems were represented in the commented on, and then on monday there were commentators from yale university where they have a child study center, and they have a center for study of violence among children, how it affects children, and they held a press conference on that monday. So the idea is, is that they capitalized on what was a sudden news event, but they already had established their credibility by their affiliation with these centers for study of children and when, you know, with the name of yale university, but say you were unorganised ation that was interested in gun control issues or in mental health, you would be perfectly i mean, it would be perfectly commendable for you to reach out and say source available mental health issues and reach out to the media on that basis. All right, let’s, move on in our twenty fourteen media plan. What else? What else belongs? In there, after spokesperson and introducing the spokesperson, i think it’s important to have a case study so that you can point concretely toothy impact that your organization is having. And i have been a small community in new york called roosevelt island, and we have about twelve thousand people. So it’s, a town called alan is part of new york city’s, part of manhattan, but it’s in the east river that’s an island in the east river, which we get to buy it’s a way or tram or bridge. That’s correct. Okay, that’s correct. If you’ve seen the spider man movie, then you’ve seen the tramp. Okay? Oh, i didn’t see it, but is he spider man saves the tram is cool. It’s ah it’s like those amusement park rides overhead cabling, but much bigger. And you get incredible view as you’re going either way. From from manhattan, back and forth to roosevelt island it’s really it’s. Stunning views right over the water. A little unnerving the first time because your many hundreds of feet over it is the first commuter aerial tramway in the united states. It’s a four minute ride across the same is writing with somebody. So to go on on roosevelt island, we have a number of small non-profits and they have to fight for their own visibility for funding and for news coverage. Now, one of my neighbors runs a group called island kids, and they have an enrichment program for preschoolers and for their families, but they also have a day camp, and one summer there were three five year old children who attended the state camp, and they had been cared for at home by an aunt or grandmother who didn’t speak english. Now the children spoke english, but they had never been to nursery school if they showed up at this day camp and they didn’t know their letters, they didn’t know their numbers. They didn’t know their colors, and they had never been socialized with other children. They were part of a special curriculum developed by the director of island kids, and they became school ready. In four weeks. They learned to get along with other children. They learned their alphabet, their numbers, their colors. Now imagine if the’s children had shown up in kindergarten and they hadn’t had any of this training for less than a thousand dollars thes. Children were made school ready, and they did not disrupt the classroom. They got along with everybody else and over the course of time, years and hours and thousands of dollars. All of that money was saved because of an early intervention that got these children ready for school. So if you can put together a case study that will show how your organization has helped other people and has saved dollars that’s a great story to be able to tell to the media, to be able to tell two foot funders, to be able to tell to business leaders and and two elected. So showing your impact in a larger issue, right? So in a in a broader context, okay, um, what you have some ideas about again getting ahead of the news in terms ofthe finding special days and months, right? A zoo. Excellent, i think is really is a savvy part of media plan. We’ll share those show those ideas. Okay, there are two websites that i visit from time to time. One is called national day calendar. Dot com and the other is called national whatever day. And these are two websites that list multiple days. Commemorative days that take place every day of the year. So you you might think it’s valentine’s day or washington’s birthday or presidents there’s something like that. But i guarantee you that it is grilled cheese day an ostrich today, somewhere in the world today is today is national, among other things, chocolate covered cherry day. Okay, on dh national humiliation day i’ve because i went to the sites and check now they didn’t corroborate each other, though one of them had some things and one of them had the other. These these two competing for the i feel sametz complimentary view the miss complimentary because of you that i think that gives you even more options. It does because, i mean, a couple of months ago i was talking with an organization and they’re interested in literacy. So we decided that may first, which is national mother goose day, would be a great day for them because it’s all about reading and it’s about nursery rhymes and so forth. But if you think about it, may first is also save the rhino day. So may first can be an important day. I was more than one organization i was thinking about it, but national rhino day did not come to mind when you said think about may first, and i was thinking of mayday, mayday for labours. I was not thinking of rhinos, right, but does ok, so those sites again our national nationbuilder national whatever day and national day calendar, okay, and so you can look through the calendar look for days that are related to your issues, and this is part of what you can build your media plan around. Well, what you do is you search thematically, type in whatever theme comes to your mind, whether it’s literacy or reading or animals or environment or, you know non-profit volunteer celebration and and you will find that they are complementary. Let’s send a little more live listener love. We’re going to go abroad. Teo first, teo, seoul, korea, on yo haserot a, beijing, china, guangzhou, china wishing you ni hao, as always and there’s more there’s, more live listen, love domestic and abroad so? So of course you’re going, keep listening. I don’t want to say that. Um all right, so i love those. I do love those sites, those air, those are clever and they’re kind of fun. I also saw that this is national hobby month january’s national, so that could have a lot of impact for lots of different community organizations. I think right elearning work is involved around involved grantcraft or any kind of hobby work, it could also be good for organizations that are promoting recreational activities for seniors. Excellent, yeah, yeah, it’s okay, very great. Um, there are some other things that belong in our in our media plan we’re going, we’re going to get to those way did have a question from twitter, which was from new path foundation on twitter on dh. That person asked if new path foundation asked if you have any advice on how to align the your strategies across media fund-raising and communication generally okay say you’re having an event and you’re having a gala or some sort of fundraiser part of your plan should be to reach out to the media in advance so that they will know who the honoree is and why this person is important and you know how the monies raised are going to effect thie community how they’re going to be directed within the programs of your non-profit organization and what the what the effect is going to be. So i was working with a group called staten island legal services, and they gave an award to a retired judge and staten island legal services obviously provides services to the people on staten island who need legal advice, whether it’s for immigration or foreclosure, domestic violence and so forth. And i was able to get the new york law journal and the local staten island newspaper, the staten island advance, interested in this fundraiser because the person presenting the award to the retired judge was former governor mario cuomo. So getting that news item in the newspaper a week ahead of time helped them with selling more tickets, right? Okay, but but the question that was about keeping consistent, consistent across your media, your fund-raising messages and your communication generally, i mean that aside from being part of a plot of land like we’re talking about, right, i mean, that has to come from leadership mean, other thoughts about consistent messaging, i think is what the questions about? Okay, well, i would say that for some non-profits communications is the last piece of the pie, and it should be involved more as a forethought and then an afterthought. If your organization is not large enough to have someone on staff who is dedicated to communications, then you have to find a way in you’re planning process throughout the course of the year to say, what are we going to communicate? How are we going to do it? Are we going to put this in our twitter feed? Are we going to put this on our facebook page? Are we going to make, you know, make regular references in our newsletter? Are we going to be reaching out to the media? You have to make this part of your entire planning process it’s not enough tow added in at the last minute or two, forget about it all together and working together collaboratively, right? Not in not in silos, even for a small shop. I’ve seen small shops that khun b terribly siloed that’s not going to create consistent messaging. Cross your fund-raising and your media plan by the way, listeners, you know you can always you can tweet us following using hashtag non-profit radio that’s how i’ve gotten all these messages from twitter and by using that hashtag non-profit radio and lynette is listening that’s not the saying lynette singleton and on twitter she’s suggesting that ap planner is another good source for upcoming events. A p underscore planner for upcoming events. Thank you, thank you. Um, janet let’s, go back to our to our media plan. Um, news let’s. See, making news. You can there’s ways of making news and not waiting for it. All right. And we just have a couple minutes left. Okay? You can issue a report. You can invite a celebrity or political leader to come to visit your organization. You can hold the demonstration. You can call attention to yourself in any number of ways. As a way of saying these are our themes. The’s the issues that we care about, this’s thie impact that we’re having in our community. You want to wait for news to be made around you? Petition, petition drive and presentation. Teo politician could be another news event, right? If you know that a politician is attending an event somewhere else, then, you know, find a way to insert yourself in the dialogue. I’m not saying that you should be it’ll disruptive, you know, people have been known. To do in the us whole of congress. But there are ways that you can insinuate yourself into the conversation. And when news does happen around you, you need to be around and available that’s, right? You have to a zay said. If you have already distributed your media profile to the news media in your area, then you know they will think about you and you can remind them by sending them a flash notice source contact available. You had some advice for someone who i spoke to this week from life life vest inside l v i just a couple of your points. Could you could you share because it’s ah it’s, a small organization working teo, get exposure and and let’s sort of leverage their name. You had some advice for life vest inside. They’ve already identified with their spokesperson is or the orly job, right and she’s gotten her name out there and been successful at that. So i applaud her for doing that. I think what you want to talk about is the impact that their activities air having, whether it’s on self esteem of girl’s, self esteem of boys what’s happening in the classroom. And what’s happening in the school in general, based on the activities of their participants. And i think they need to be more outward looking in terms of their case studies. And how about one more tip for for early and life vest into inside? I think they should generate some sort of report about thie impact that they’ve had in their school programs. And that would be a way of building a larger audience, both within the school system and also with non-profit funders jenna folk. You’ll find her at janet l fox dot com and can follow her on twitter at janet l folk. Janet l folk, thank you very much for being against my placement tongue. It’s. Been a pleasure to have you. Thanks for sharing your expertise. I want to tell you about some of the people that help us produce the show. Rally bound, for instance. We wouldn’t be able to bring the show if we didn’t have rally bound as a sponsor. And, ah, what they do is peer-to-peer. Fund-raising if you are thinking about runs, walks, rides. Look at rally bound dot com i know some of you have already been talking to rally about because joe magee said that he’s already gotten calls from non-profit listeners, which is very smart because as a non-profit radio listener, you can get a discount through the word from the work that rally banned rally bound does so if in your twenty fourteen fund-raising plan, if there’s runs, walks, ride race, take a look at rally bound dot com talk to joe mcgee. I also know the ceo there, but joe was the one who will answer your questions. Help you set up your campaign aside from rally bound dot com, you’ll find them at triple eight seven six, seven, nine o seven six and i’m glad people are calling and getting that discount. We’re also supported by t b r c cost recovery telephone bill reduction consulting that’s yourself, rabinowitz, he’s going to go over your phone bills looking for errors, omissions, services you didn’t order and well above market pricing ninety percent of the time he finds mistakes and then he picks up the phone and he deals with the phone company to get your money back if he doesn’t get your money back. You don’t pay him. I’ve known yourself for very close to ten years. I trust him. I wouldn’t refer you to him, and i wouldn’t accept him as a sponsor if if that wasn’t true and, ah, he was telling me that there was a norm non-profit that he saved about twelve thousand dollars for and i’ve mentioned this before. He looked back three years and got them twelve thousand dollars in ah, returns returned money from the phone company, no pressure. I don’t deal with sales of people, and i wouldn’t recommend such people take a look at youssef. Talked to him at two one to six, double four nine triple xero or t brc dot com fund-raising a terrific community that i’m a member ofthe this is not a sponsor. This is talking about my block this week, it’s, a group of development officers, consultants, marketers and i’m very proud to be a member of fund. There’s also a block that i contribute too, and my hat is off to brendan kinney who’s been a guest on the show he’s talking about fundchat and i appreciate, and i’m grateful that he started it a couple of years ago. That was on the march twenty third, two thousand twelve show, when brendan was a guest. You can follow the hashtag fundchat on twitter. You can also find the blogger at fundchat dot org’s and there’s more on my blogged about fundchat and i’m at tony martignetti dot com that is tony’s take two for friday, third of january first show of the year you may be called last show two weeks ago, i wondered why there were only forty nine shows in two thousand thirteen. Turns out i did not get screwed. There were only forty nine non holiday fridays in two thousand thirteen. Sam counted them up. Thank you, sam. Amy sample ward is on the phone. We know who she is. Ceo of non-profit technology network, which is that in ten dot or ge, her most recent co authored book is social change anytime everywhere about online multi-channel engagement her block is amy sample ward. Dot or ge? And on twitter she’s at amy r s ward. Hi, amy. Sample ward. Happy new year. Hi there. Happy twenty fourteen. Thank you very much. Um, you were you spent some time with friends right? Recently for your for your new year? I did. We have been going for a number of years for sometime in late december, out to the oregon coast with our good friends. So it was our annual our annual trip out. They’re wonderful. And what is the what is the oregon winter like? Well, oregon and washington are part of ah, temperate rainforests in the amount of change in weather through all the seasons isn’t that dramatic? You know it’s like hi forties low fifties in the winter and then seventies. Maybe even louise in the summer. So it’s not severe landscape, but the oregon coast is because it’s next to the ocean going to be warmer than inland on dh it’s, very rugged and rocky. And you have all of the whales are migrating during december. So you have, you know, someday they’re big storms other and you get to sit in a cozy little beach house with a fire on then other days it’s clear and you can go out and watch for whales. That sounds wonderful. I gotta visit our pacific northwest. Really very interesting about the temperate zone that you enjoy. Yes, i do not enjoy being hot or cold. I mento live inhe middle zone. Well, it’s a good thing you’re not in new york now because wind chills overnight were down in the minus seven in some parts of the city. It’s very cold here today. Yes, we’re continuing our conversation about baby boomers. We we left off on december thirteenth when when derek feldman hung around because he was talking about millennials. And then you and i were talking about baby boomers, and we ran out of time. Teo, explore some of the sites that are right for them and some maybe some engagement strategies that you might have for baby boomers. Yeah, well, i think that, you know, as we were talking last time with derek, some of the influential components to think about with different demographic group adopting or how they’re going to use different tools are other demographic groups, you know, it isn’t just their own usage in a bubble, but especially boomers are going to be influenced by their own children, and which sites are they using that, you know, they’re using it so they can stay in contact or share photos, etcetera. And twenty thirteen, it was a really interesting year. I was going back through different posts from twenty thirteen, where different people were talking about, you know, what was gonna happen in technology last year? And there was a good amount of buzz at the beginning of twenty thirteen that, you know, this is really the year where mobile is going to boom there’s going to be people using non desktop devices, whether their tablets from all different companies or mobile phones, whatever, and it was more at least what i was noticing is that it was very device interested, it was, you know, a lot of those predictions of twenty thirteen where that people were going to be using these devices, these access points, but there wasn’t a lot of conversation about when everyone starts using these non desktop devices. That means they’re going to choose totally different app then maybe they had been previously using or use, you know, different, um, sites in different ways because a tablet uh, is pretty beautiful. We’re looking at photos, so you know, maybe that is somewhat teo too. I want to say to blame, but that’s the only phrase that’s coming to mind to point towards why there’s such a growing number now in these photo on now, even video sharing applications because it isn’t just something you know, you’re sitting at your desk and you’re going to read a blood post well, now here, maybe sitting on your couch oh are sitting on your couch in front of the tv, which is a huge percentage of users, you know are using a device in their hands while the tv, which is also a device, eyes on in front of them, you know? So they’re kind of duel device users and how that is changing what they want to be looking at which which they’re going to use on dh last time with eric and we talked about the number of millennials, you know, kind of quitting facebook, moving away from facebook? Well, they have to be going somewhere, right? They’re not not using technology and they’re definitely not abandoning social technologies, so it using what i was saying. Before about twenty thirteen, kind of being this device adoption year. Now we’re really seen what happened as people adopt those devices with both younger and older adults adopting things like instagram flicker came out last year or yeah, a year ago with on ap version of the flicker experience, which, you know, flicker has been a mainstay in the in the top tier of social social sites. On the web. It was a very early early option and it’s cute, you zoho many photos were uploaded into flicker, and then as people started moving to devices, well, that web experience with liquor, you know, just it wasn’t going to be ableto work, but they smartly created app mirriam of flicker and now they’re seen actually arise in younger users, which again, when younger users adopt something and then it pulls in their parents. Essentially, that will mean a site that’s already established and trusted etcetera is ripe for that older adoptions. Okay, so so moving to sites to look for and watching twenty fourteen flicker for for people in their fifties and sixties hey. Okay. Okay. Excellent. Cool is a they migrate over. Go ahead. Sorry. Oh, no, i was just going to say, i think, you know, outside of flick or two, this is really the the rich media year, you know, twenty fourteen is when we now have well, over half of americans have a smartphone, right? People have all these different devices they’re using all day, whether it’s a tablet or a laptop, etcetera, but importantly, people have these smartphones with them at all times, you know, something i don’t remember, the specific number was like forty eight percent or something in one of the twenty thirteen pew reports that forty eight percent of people say they have to sleep with their phone next to them by my goodness, really, like people are not separating themselves from their smartphone from there also now equipped with, you know, instantly captured video and photo, and then these aps, like instagram and flicker in vine make it instantaneous to capture it, but also to be sharing it with any number of people. There are additional app that many of them are free, you know further customize our edit that media. So you’re almost cutting out the need, you know, for your laptop and for those those larger editing tools. Like i’m movie and photo shop instead, you know, there’s these tools that you can use for free on your phone with your finger and are creating images, you know that you’re sharing with the world. So i think twenty fourteen after a year of of focus on people adopting devices now twenty fourteen is going to be that focus on the content and very rich content that people can create with these very, totally technology powered but small and travel with them at all times devices forty eight percent of people have to sleep with their phone near them way are just exploding with sharing i mean, like like our lives don’t exist if we don’t share it somehow, right? Okay, i don’t know it didn’t happen if no one liked your photo, graham, right? Like it didn’t happen if you can share it now, are you sure you were in? You were on the coast of washington because i don’t never seeing any picture, but i haven’t been to your facebook page lately, so maybe i missed it that maybe on my i was sharing many of them on instagram or some sort of italy not sharing is many vacation photos or any on facebook because that is where we were posting facebook and twitter bulls had some of aunt tends ear and fund-raising messages on, i didn’t want to overwhelm people with this message of police donate two and ten while i missed the coast snuggling with my dogs, which is all fair, and that was real. I didn’t want to really, you know, compound the message, i understand, yeah o r or confused or ahh yeah, i mean so that’s part of that was part of your so your your personal life is interwoven with the multi-channel engagement strategy of ah event in which your ceo seo of there’s no, you can’t help that, right? Exactly, and i think that’s true, i’m not ceo of anything, but so i hesitate to put myself in the same credential category, but yeah, i find that for myself, i mean, there are things that i want to promote on the block or about the show, and so i don’t put something that i might otherwise have in twitter or facebook, so right, we’re going tow, ok? We’re going toe to toe with that tony martignetti multi-channel strategy it is. It is, and i’ve refined it with because i pay attention to what you and i talk about month after month, we’re going to take a break. We’re going away for a couple minutes, and when we come back, of course, amy sample ward. Now i’m going to keep talking about sites to pay attention to in twenty fourteen. You’re listening to the talking alternative network. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking alternative radio twenty four hours a day. I’m ken berger of charity navigator. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Ken berger, of course, ceo of charity navigator, is such a modest guy where, which is laden with ceos and it’s just incredible. The number of ceos we get, boy, you know, i think back three and a half years, i was struggling to get middling level, i don’t know, uh, and now the ceo’s air coming out of the woodwork now we never have too many ceos. They’re very bright people that’s, why they’re there in those positions we got live listener love, it’s, incredible brooklyn, new york. I don’t know if that’s ah, i don’t know that could be early early. I hope you’re on earlier, brooklyn, new york, mountain view, california, kansas city, missouri, east orange, new jersey live listener loved to you lots of listeners in japan, tokyo, yokohama, kobe, nagoya, konnichiwa, amy sample ward in portland, oregon, which i know is not oregon there’s no e on the end of oregon, i learned that exactly, i know that from you, so i so every time i get to be on the show and you send out all of your life with their love to people in all of these places, i can’t help but think. What are all of these people doing in these different places while they’re listening to the show? Right? It must be a multi-channel experience, they’re probably not just, you know, sitting there on the floor on their stomach like with their head, you know, rested on their hands, listening to the radio one hundred years ago. So so what are they doing there? Are they researching things that are getting talked about? Are they secretly in a meeting? Like what? What what’s the work that they’re doing? And i also just now did a quick internet search for what time is it in japan and it’s currently three forty eight a m in japan? Definitely. What are they doing? Okay, i’m not going to speculate it. Three forty eight i hope it’s something fun? Ah ahs faras we’re going to go. This is a clean show, mostly mostly clean not always, but today i feel like a happy new year time it it ought to be clean now we know a couple of listeners are also joining us. Well, they’re tweeting as they’re listening because in a vision and shayla price tweeted using the hashtag non-profit radio and listeners if you are listening live if you want to tell us amy and i what you’re doing while you’re listening, then please do so on twitter use the hashtag non-profit radio um, okay, let’s, talk about this media rich twenty fourteen that you are you are forecasting for us, there’s, a site called snapchat anap called snap it’s really not such a snapchat and it’s getting a lot of attention from some of the millennials who are leaving facebook, as you were talking about, tell us about snapchat. Yes, snapchat actually has, um, you know, it’s it’s relatively new in terms of applications that are on the radar for third party like demographic and statistic review, you know, s o it isn’t that it was just set up yesterday, but it is is fairly new on that data objective data side, but even so, there’s already research showing that ten percent of young people globally are on snapchat, which means it is larger than pinterest larger than fine, you know it’s very quickly become a mainstay at especially for young people and it’s just a really simple, easy to use, you know, photo sharing application again, the idea that social networking needs to be, you know, long written updates and lots of messages uh, that’s already there. And even though we talked about before, you know, last month with derek, facebook users declining, especially among young people what’s really interesting is, you know, i don’t know how much you use facebook on your phone or what kind of smart phone device you have on, but i do know you have one eye on my phone, i have an iphone and i have used the facebook app yeah, i don’t know, maybe an hour or two a week or something, not too much, yeah, so facebook actually has two separate app interfaces, so one is facebook, as you have used it, and the other is facebook messenger, which is kind of like the private, you know, the private messages with facebook okay can also have its own app in her face and that the facebook messenger app hasn’t necessarily seen the decline that the normal facebook site has, which indicates that that kind of messaging service is already there. So a lot of these other platform’s, whether it’s, snapchat or minor instagram, that air really very simple, very like here is your photo, do you like it, you know, aren’t necessarily missing the messenger because they just have recognized they don’t need to be every function, they just need to do the one function well and in a very clean interface. So they’ve focused on the photo or the video and left that messaging piece toe other sites. Excellent. Okay, now, interesting snapchat also has the feature that the photos or videos are not stored here. You tell us about that. So something that’s interesting? I think with a few different online services, whether it’s flicker at google plus or things like snapchat, is this idea of cloud storage versus sharing service. You know, if you want to make sure you have a backup of all of your files, maybe you say i have an android device, i’m goingto have google plus back-up all of my photos, but i’m not going to share any of them there. I just i just want the security of knowing they’ve been backed up, right? Or i don’t want the issue with i don’t want to deal with this site now permanently owning my photo, which has, you know, often come up in different kinds of uh, privacy policy revisions? I don’t want to deal with that. So i want to use a site that’s not going to permanently store it. And even though people have often made the claim that, you know, young people are going online and they’re they’re not gonna be safe. Young people are actually pretty savvy, as we talked about before because they’re trying to make sure they’re sharing content and really, you know, sharing their lives in places that people do not see it because they don’t want the whole world to see it all because they don’t want their parents to see it all or like, you know, this kind of like to see it or whatever well, and there’s also the concern about job applicant places where your plans job seeing your your history. So so these things they disappear, i think it’s within thirty days if someone doesn’t read what you sent them and it disappears much quicker because it is instantly when once it is once that something is opened. Yeah, yeah, okay, yeah. And something that i think is interesting about, you know, snapchat being used, you know, through it through a smartphone, the average age of you know, receiving your first phone is now thirteen years old. Oh, my goodness, stone, yes, so is very young people that are becoming super savvy, not just with technology they’re exposed to, but technology they are personally owning, you know, we’re we’re creating thirteen year olds who are sleeping with their phone next to their bed for those updates, you know, it’s very much being a kind of integrated into how we interact with the world and the people around us before we’ve hit an adulthood and decided this is the kind of phone i would like, you know, we’re now bind a phone for a thirteen year old and setting them on that that path. We’ve got to leave it there. I think that’s a pretty interesting place to leave it. One of our many ceos, amy sample ward, ceo of non-profit technology network, her blog’s amy sample war dot or ge and she’s at amy r s ward on twitter. Thank you so much, amy. Good to talk to. Yeah, thanks, tony. And just like last time all post a few interesting sites about these newer, newer applications in the democratic surround them on the block and on the facebook page. Thank you very much. So you’re going, you’re going to put on your block and then and then we’ll link to that. Is that there? Will you share that? Cool? Thank you very much. Bye. Amy. Buy-in we got a lot more live listener love there’s still more it’s. Incredible washington, d c, houston, texas and leanne in baltimore sent me an email. She said, i just found non-profit radio and i love it. The end. Thank you so much. We have some more live listen love that i omitted a couple of new cities in china. Yes, shang jin, shen jin and shanghai, china have been to shanghai sending you ni hao next week, allison find returns. People matter to non-profits but alison fine says we don’t treat them like they matter. We’re going to talk about her idea of matter-ness. Also, our legal contributor, jean takagi, is back. We know about the fiduciary role of board members, but what is your boards role in overseeing programs? We were brought to you by rally bound and telephone bill reduction consulting. Believe me, they’re good people. I trust them. Check him out. Rally bound. Dot com and tb rc dot com. Our creative producer is claire meyerhoff. Sam labor, which is our line producer, shows social media is by deborah askanase of community organizer two point. Oh, the remote producer of tony martignetti non-profit radio is john federico of the new rules, and our music is by scott stein. Oh, i hope you’re gonna be with me next week. Friday, one to two p, m eastern at talking alternative dot com. Durney e-giving anything shooting, getting ding, ding, ding, ding. You’re listening to the talking alternative network duitz e-giving think. Cubine are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam lebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking.