Lou Kotsinis: Thrive Amid The Digital Transformation
The digital marketing we grew up with is no more, mostly due to Google AI Overview and all the other Artificial Intelligence surrounding us. We’ve talked about this and Lou Kotsinis brings his perspective. What is zero-click marketing and how can your nonprofit exploit it? What new role does your website play and what are best practices now? Plus much more. Lou is CEO and co-founder of BCS Interactive.
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Welcome to Tony Martignetti Nonprofit Radio. Big nonprofit ideas for the other 95%. I’m your aptly named host, and I’m the pod father of your favorite hebdominal podcast. Happy New Year Can we still say that? We’re publishing on the 19th of January. I, I, we can still say it. I, I believe. I hope we can. So happy New Year. I’m glad you’re with us. I’d be thrown into Bartonella Henssela if you infected me with the idea that you missed this week’s show. Here’s our associate producer Kate, to introduce it. Hey, Tony. I love the enthusiasm with the new year, but we’re 2 weeks in. It’s a big deal. All right, go ahead, go ahead. Here’s what’s going on. Thrive amid the digital marketing transformation. The digital marketing we grew up with is no more, mostly due to Google AI overview and all the other artificial intelligence surrounding us. We’ve talked about this, and Lou Kotsinis brings his perspective. What is zero-click marketing, and how can your nonprofit exploit it? What new role does your website play and what are best practices now? Plus, much more. Liu is CEO and co-founder of BCS Interactive. On Tony’s take 2. How to be a nonprofit radio guest. Here is thrive amid the digital marketing transformation. It’s a pleasure to welcome Lou Katsinis to nonprofit Radio. Lou is CEO and co-founder of BCS Interactive, a digital marketing agency for the nonprofit and educational communities. Since 2011, they’ve helped organizations like the World Childhood Foundation, the Seeing Eye, and the New Jersey Conservation Foundation. He’s a fellow Jersey boy. You’ll find the company at BCSinteractive.com and Lou is on LinkedIn. Lou, welcome to Nonprofit Radio. It’s great to be here, Tony. Thanks for having me. Oh, it’s an absolute pleasure. Thank you. I, I, you’ve been following for a long time and glad to have your, uh, your, your wisdom now shared with, uh, with our listeners. Thanks so much. Thank you. Uh, digital marketing. But, we’re, we’re talking about, uh, a transformation in the, in the field. Why don’t you, uh, give us an overview of your, your thinking, and then we’ll dive in. Sure. So it’s not, I don’t think it’s a transformation. I think it’s a seismic transformation, you know, what, what I like to tell people is that the digital marketing. That you and I grew up with is really fast becoming a thing of the past, right? It’s really no more. And what I mean by that is, you know, the model for the last 15 years or so was that the website was the end all be all of your digital marketing efforts, right? You were, you were drawing all of your attention to the site and it was all about. Links, it was all about, you know, sharing links with other people, putting links into social media, putting them into email just to get a lot of traffic and what was called authority to that website, and then Google would reward us if you had an authoritative site and put you at the top of the search engine rankings. You remember the 10 blue links, right? Well, A funny thing happened, you know, uh, uh, starting a few years ago, we started to notice cracks in that particular model, and you could notice that because Google was starting to take over answers for themselves. I don’t know if you recall this, but wherever it could basically scrape data, and let’s, you know, think whether. Restaurants, e-commerce, it would start to create these panels where you really didn’t have to leave Google anymore. You just get everything done right there. I, I, I think of it, uh, like USPS tracking or FedEx tracking. They would just open a window in the, in the Google search results. If you searched USPS tracking, they would just open a tracking window for you. That’s it. That’s it. And then that was obviously a, a business play. It was a smart. Strategy on their part to try to monetize all of these eyeballs coming to them and then that would start to gradually turn into what we call featured snippets or in the industry we call it position zero, which is they would capture what they felt was the best answer based on the web the websites that they have seen and just put the answer up there and so it didn’t really make a person want to click out you just found what you wanted as soon as you went to Google so. That to me began the shift because then that was the precursor to AI search and I know you had George Weiner on a few weeks back so I won’t get too much into that, but if you think about what AI search is, it basically not only gives you the answer, but then you’re gonna have a conversation based on that answer. So there’s really no incentive to click out of there, and that’s, you know, by design, you know, some of those products allow you to click out and will give attribution, but you can start to see where things are going, right? People are, are going to websites less and less. But what is the icing on the cake there is this trend that we’re seeing, and I don’t think it’s a trend, it’s here to stay, which is called zero click marketing, and we can get into that in detail, but you know, these three forces together are making the website as the central component. Again, a thing of the past. Now it doesn’t mean the website’s going away, right? In my opinion, what is happening is it’s, it’s elevating, it’s becoming more important, but to a segment of the people that are coming to the site, and we can talk about that as well too, but I, you know, I think it’s important for your listeners who haven’t thought about this, and I know we’re talking to small and medium, um, medium sized nonprofits that, you know. During your busy day where you’re worried about a million different things, you know, programs, funding, what the government is doing, what have you, you also have to start to think about, don’t think just that your website is where you want to get people to go. I, I, I don’t think many are thinking that way, but, but the trend is happening so fast and it’s so severe is not the right word, deep, that it’s something that you really have to pay attention to so you don’t fall behind. OK. Yeah. And, and just to reinforce, yeah, for many years, you wanted to drive people to the website as the central, the central focus for, for information about your work, uh, certainly where to give, right? You know, uh, social would Social would direct folks there. I mean, that was kind of, you know, there was a hub and spoke model. You would, you would send all, all your, all your owned media and even earned media that you got, uh, you know, would send people to the, to the site. OK. Um. Where, you know, is there, is there now a central focus or it’s, it’s really just us now managing what AI. Thinks of us or am I or am I oversimplifying it, it’s so it’s, it’s fragmented, right? There is no real central focus. I’ve heard another, um, really good agency talk about it is instead of the funnel model, it’s kind of like the pinball model, right? You, you, you, there’s a, a, you can be working in social, you can be working in AI search, you can be doing blogs, you can be doing video, you can be doing offline marketing. So the idea of attribute attributing it to one. Component is becoming more and more difficult. AI search right now is the thing I’m gonna call it the trendy thing, but you know, again, it’s a trend that’s here to stay. But you know when we can get into this a little bit deeper, but, but it’s really a matter of understanding who your audience is and where they reside and starting to put emphasis on those platforms in the meantime. You do need to have a strong website and we’ll talk. I wanna talk a little bit more about what that entails. That’s a whole separate conversation. You do need to be optimized to be found in AI search. You do need to be optimized to be found in traditional search because it’s still a thing. Um, and you need to have your email marketing in place, so it is a tall order, but if you look at it as multiple different components and you’re addressing them on a daily basis or a weekly basis, and then over time you start to see what the winners are if you’re paying attention and, and, um, you know, looking at your data over time you can start to see where the, the main channels are and direct more attention there. OK, OK, um. In terms of the data, I Google Analytics still valuable, right? 100%, still essential, 100%. But you know, we, we, you know, you also wanna combine that with the other data that you’re getting, you know, Facebook Insights is a very simple, um, and, and, and effective component, um, you know, the other channels, YouTube, of course, provides analytics. All of them really do, and again it’s, I’m, I’m kind of self-conscious talking that way because I know most nonprofits don’t have the capacity to be able to spend time doing that, um. You know, in, in a perfect world what you’re doing is you’re taking data from all these channels and building a picture and you’re combining that with your qualitative, right? Qualitative is a fancy word for any surveys that you’re doing, any trends that you’re seeing on social media, any conversations you’re having with your best donors, and that really puts together the picture of your ideal audience member, you know, any donor data that you have, but, you know, to simplify things, Google Analytics is, you know, a, a very valuable tool, and if you know how to use it. Um, you know, that should be adequate to give you kind of a, a path forward. Is there a, a, a, an analytics add-on or app that you, you recommend beyond, or a couple of apps that you recommend beyond what Google Analytics will give us? There are, there are, see, as an agency, I’m a bit, we’re a bit biased because we use one of the Google tools called Looker Studio, and it, they provide, it captures that information. You can bring in other information as well too, and it gives you a very nice picture of things, um, so we don’t really use any apps outside of that. Again, I mean the. If, if you’re, if you’re taking 2 or 3 of your social channels and you can easily access the data there, and if you’re going into Google Analytics, and if you’re going into your email, um, Programming getting data from there and starting to to collect that that’s where the picture comes from um you know there’s a tool called Data Box which I, I would, I could recommend that um basically collects all of this data and puts it into one picture you know Looker is another one. These tend to be a little bit more advanced if a nonprofit doesn’t have the wherewithal to spend a lot of time doing it so unfortunately I don’t have a simple answer for that, but I can certainly. You know, get back to you on it. OK. Well, those two, those two, and, and again, you know, your, your caveat that, uh, believe me, I’m, I’m very conscious of our small and mid-size nonprofit, uh, listeners, uh, may not be able to go deeper, but, but if you have a, uh, if you have an analytics, uh, consultant perhaps or a digital marketing consultant, or if you do have an IT person, you know, uh, a little, a little advanced. Uh, info, uh, is, is, is valuable for those, for those folks who can, who can take advantage of. That, that’s actually the perfect solution, you know, having an individual that is at least willing to learn on that front. It could even be a very smart intern or a volunteer that works for you just on that front, but those are the channels that you want to look at. If you’re doing that, you’re doing more than 90% of the nonprofits out there. If you’re looking at Google Analytics and you’re looking at your social, you’re looking at email and you’re looking at donor information and starting to draw pictures and correlations from that. And you know, slow and steady wins the race here. It’s not something that you do once a quarter. It’s something that you’re trying to look at once a week and painting a picture in that way. And it’s, it’s more about driving the habit of doing it, right, right. And you never really achieve an end state. You just, you’re just constantly iterating, changing, testing, right? That, that’s exactly right. But also let’s think about it, you know, if we start at the beginning of the year just doing that in a very simple methodical way. Imagine where you’ll be at the end of the year in terms of understanding who you’re speaking to and who your best donors are and who your best constituents are. Now, as a longtime nonprofit radio listener, you’re probably aware that we have, um, jargon jail on nonprofit radio. You raised a zero-click marketing, which is a serious, uh, jargon jail transgression. But I knew we were gonna, I, I didn’t call you on it in the instant because I knew we were gonna dive in and, uh, you’d be eligible for, for a quick, uh, Um, parole, parole from, you know, coming on to this, I, I made sure I wanted to avoid jargon jail so that if you remember, I gave a, um, I gave a disclaimer in the beginning when I said zero click marking, I said, but we’ll talk about that later. Yes, you did. Yeah, all right, yeah, so, all right, so it’s safe enough. I mean you’re, you’re safe from, uh, jargon jail, especially in New Jersey prisons. Uh, I don’t know, I don’t know what the state of, uh, especially local, local prisons in New Jersey. We’re gonna talk a little about our New Jersey, uh, shared background, but we’ll, we’ll get there. Um, all right, so, so. Define your, your zero click marketing and, and what, you know, obviously what, what it means for our listeners. Sure. So I wish I could say I, I came up with this term because it’s, it’s brilliant, but this was actually coined by a woman named Amanda Natividad at a, at a company called Spark Toro, uh, which basically created that, that’s an analytics product as well too, but that’s, it’s, it’s more for audience understanding anyway. So if you follow Amanda’s work, what this really means is that people are now spending their time on apps and on social media channels rather than going directly to, uh, websites and, and when they’re there, they’re not necessarily clicking out. They’re basically staying there all day. And you can think about this, Tony, anecdotally, like, I don’t know how you operate online, but for example, I, I like Instagram, and when I go to Instagram, I’m scrolling, I’m looking, I’m learning. I’m not really thinking of going to. Some website, right? And again, that’s, that’s all by design because these social channels have created kind of walled gardens and they want you to stay there to the point where they really disincentivize you from, from clicking out. They will penalize you. So for example, if I’m, I spend a lot of time on LinkedIn as you do too. If you put a link into your post that goes to a third party site, that’s going to deprecate the reach. That post is not going to go as far because they want you to stay within LinkedIn. Instagram is another example. You can’t even put links into Instagram. You have to put them into your bio at the top. So this is, this is the concept of zero click marketing and it’s where, it’s where we are. And you know, as someone who builds websites for a living and loves websites, I still don’t see this as a huge negative. I wanna talk to you at some point about what the new website means, but as far as Zero Click is concerned, I think this is a huge opportunity for nonprofits because I don’t know if you agree with me that the, the strongest asset that a nonprofit has is their story. It’s why I got into this industry to begin with, because there’s always a beautiful human story there that by definition you can move individuals, you’re, you’re changing the world and zero-click marketing allows you to flex that muscle. You can go into a channel, say Facebook, and there’s all sorts of things that you can. be doing that you can interact with the community, you can put out great content, you can put video, you can experiment. So I think framed in that way, it becomes a big um opportunity for nonprofits and not something to kind of shy away from. I mean they, they, you know, you’re gonna have to roll with this because this is where things are going. I think it’s a longer definition than you wanted, but no, no, sorry, you, you, you, you know, you kept yourself out of jargon jail. Um, it’s so, all right, so can we drill down to some tactics? I mean, what, what, what should we be doing on our, on the different sites? Uh, what should we be saying? So, well, let me just pull back a bit and say, first of all, it depends, right? It depends what niche you’re in. It depends who your audience is. So, So the, you know, how we advise clients is the first thing you have to do, and this is with any marketing initiative, whether it’s branding or websites or zero click marketing is you have to understand who your key audience members are, who your community is, and we just touched base on that a little bit. You wanna do a combination of qualitative, which is, you know, kind of like psychologically understanding, speaking to individuals, doing surveys. Uh, doing focus groups if possible, you know, if you have a team, having them interact with donors and constituents and understanding and starting to paint a persona really of who that audience is, and then you back that up with data that you’re getting from analytics, you know, what pages are people going to, what are they interested in, where are they coming from? Facebook can do that even more, right? What gender are we looking at or for the most part, what’s the age group, and that will really start to paint a picture once you have that, you should combine it. With another critical thing that a nonprofit needs, which is a really strong understanding of your messaging and your position. In other words, what, what is your brand? What makes you different from everybody else? Once you have those two elements, that’s how you start to craft the story that’s going into these channels, so. Again, it depends on what your organization is. Like for New Jersey Conservation Foundation, they’re all about preserving open space here in New Jersey. So they are attracting outdoors people. Uh, there is still, there is still open space in New Jersey. I know. Right, it’s tragic. I know because we’re gonna, we gotta defeat the stereotype that, you know, New Jersey all looks like what you see when you land at Newark Airport. It does not. We are, we, uh, it’s, it’s oil refineries and tanks and, and a major airport and there’s, uh, There’s these, these giant claws on the, on the port of Newark. They’re picking up cargo, uh, you know, the, the, whatever, the, the cargo trailers off ships. Can we, can we, uh, can we defeat that stereotype that, uh, all of New Jersey looks like the, the greater New Newark and, and Newark. Airport area, you know, we, we get such a bad rap. I love this state. We have so much going on, you know, not just the commerce that you talked about, but we have a beautiful shore and we have beautiful, we have tons of horses and then, you know, anyway, so the point is that New Jersey is, there is open space and conserved. 100%, and New Jersey Conservation Foundation is helping on that front. But, so, you know, if you understand their audience and you understand what they’re trying to preserve more and more space, so they’re catering to that audience. So. If you think about their, let’s again, I’m just using Facebook, but you know they’ll talk about their latest efforts to preserve open space. They’ll talk about different types of wildlife. They will feature trails that people can go on. They, they create an immersive experience so that people, it’s not just about their events or an award they’ve won or fundraising, it’s about creating a community. Um, of, of that, that people are interested in coming back to. So again, I just, it, it’s a, it’s a simple process, but it’s hard to execute because it requires discipline, right? Understand who you’re going after, understand your story and continually refine that. And then from there the tactics are really, Tony, they become kind of simple. You can experiment, putting out video, you can, you know, it, it. If you run a healthcare organization and you receive external funding, well, maybe then you need to put up white papers or you need to put up data showing impact, you know, it’s, it’s a matter of understanding what it is you do and what drives people and then putting out different pieces of content based on that and then iterating. You have to look to see what’s working. Are people clicking? Are people engaging? Are we growing in terms of followers? And then, you know, when you’re looking at one channel, perhaps start to experiment in another, um. You know, you should begin in the areas where you already have strength, but over time, you want to start to move out and try to explore different channels if capacity allows for it. And then explain how all this is going to help us as folks use uh chat GPT or, or other, uh, you know, uh, other AI tools. To, to do their search. How, how is this, how is the, is it sort of big, sort of big picture? How is all this gonna help us, help AI think well of us as, as authoritative and, and worth giving to in our sector? Sure. Well, you know, I can’t account for where AI is getting their information. I think George had a better grasp of that when, when you spoke to him, but in general, You know, it’s fed its own data set, and it is also crawling the web, and it is also looking at different social media sites. Uh, and remember, when AI search, what they’re concerned about is not links, but brand mentions. That’s what they want. It’s almost a PR play, right? So in that regard, you would think that social media plays a big role there. I know in certain industries, Reddit, the channel Reddit is a huge driver of traffic to AI search, so. You, you, you have to think that more content out there on different channels is better for you, because over time all of these channels are going to be, you know, viewed as something that AI will take in. So that’s, that’s one way to think of it, but the other way to think of it is, as good as AI is, you’re not spending all your time there. You still want to see pictures of kids and puppies and kittens and so you’re going to Facebook or, you know, you’re going to Instagram because it has a visual model that’s kind of unparalleled, or you’re going to YouTube because you wanna watch the. You know, YouTube is now, I think the most popular streaming channel out there, above and beyond anything else. So, so I, I, I understand your question is, you know, how does this contribute to AI? It’s going to, if it isn’t already doing that, so the more the merrier, but also understand that AI is just one component in the entire ecosphere. It’s the really big one now, but I don’t think it’s going to consume everything. I want to pull on one thread that you mentioned, just briefly, uh, surveys as a, as a way of understanding who your audience is, where they are. Share some of your advice. We have, we haven’t had anybody talk recently about, you know, just like overall survey, survey strategy, you know, in terms of length, what, what to ask, how to, how to, how to get the surveys out to folks. What’s your advice? So first of all, the, the technology has moved to a point where it’s so easy to do this, and it doesn’t have to be this very formal thing where you have to pull in, you know, and I mean you can do that, it’s going to help you if you have an expert that does that sort of thing. We don’t do many of them, but you know, if you think of the evolution where you had to mail out a survey, you had to do a formal focus group, none of that really matters anymore. I mean you can just go through a MailChimp type product and put a survey together there and mail that out, or you can actually just do it in public, you know, LinkedIn makes it very easy. To do a survey or, you know, um, you know, it’s, it’s not the, the, the most kind of empirically, um, you know what, what’s the word I’m looking for here, it’s, it’s not, it’s not like a, a, a professional level, uh, most statistically valid. Correct, correct, but it’ll, it’ll give you a good general, um, you know, a good general feedback in terms of what you’re looking for. Uh, and again, you know, what you’re asking depends on what your, your needs are. What, what we’ve learned over the years in terms of just putting forms on websites is the more you put on there, the less response you’re going to get. So I would think carefully about, um, you know, the specific answers you’re trying to get, and then make it as simple as possible and make it something because if you think about your own busy workday. Who has time to do these things? Like every time I call, let’s say my doctor, and it ends with, will you take a few minutes to, uh, fill out this or, or complete this survey, I always say yes and I always hang up on that. So, so it’s like, you know, um, that’s neither here nor there, but just keep it simple and keep it, no, but you’re, uh, like your, your, your tactic is what you, you, you want the person you’re talking to. To think that they, I don’t, I don’t know if the people you’re talking to actually know what your response was, yes or no, I’ll, I’ll take the survey or I won’t. But I always, I always wonder, do they know? And then, so you’re trying to get the best performance out of the customer service person because you say, yes, I’ll take the survey after my call, and then, and then you shut off the call. And then, you know, you know, I realize how cynical that sounds when I say, Well, the best performance has already been given to me, and then I just say, yeah, yeah, I’ll do it. And then I don’t pay any attention to it, but you’ve now guilted me into, into changing that. So the next time I get on, I’ll, uh, yeah, I, I don’t, all right. I, I’d say no, I’m honest. I, I don’t, I don’t take the survey, but I, I am honest about it. I’ll, I’ll say no. And then, and then I, I get whatever customer service I get. But I, but I actually, I don’t, I don’t think people, I don’t think the people you’re talking to, I don’t think they do know whether this is gonna be a survey respondent, uh, or, or not. OK, I’m sorry. No worries. Yeah, um. Let’s talk a little about your background. Uh, you know, you’re a, you’re a percussionist. But do you have a, a degree in music? No, no, I don’t, uh, and percussionist is a nice formal way to say it, but I’ve just been playing drums ever since I was, uh, goodness, when did I start? I was about 8 years old, so I would have made 1980, so it’s, it’s a really long time and it’s just like anything anyone has a passion for, you know, people say, how did you get into it? I don’t know. I just, I, you know, I had, I had, I was growing up in a period where playing drums in a rock band was, you know, the, the end all be all. You have this, this amazing music scene, so that influenced me. I was a big Beatles guy ever since I was a kid because I had relatives that were listening to it. And that got me into it. I had relatives that played, and then what it’s like, you know, it’s like golfers have told me this, like once you hit a really good shot, it’s in your DNA, it’s in your blood, and you just can’t stop thinking about it. And that’s the way I am with, with drums. I cannot explain to you why. But you know, I’ll play and then I’ll walk away and just look at the set for a minute. I just, you know, I just, I’m, you know, I’m, I’m very passionate about it. So, so yeah, I’ve had the good fortune of, um, working with some really good teachers. I have a good one in New York City now and it’s a continual, continual learning process. And then, you know, I went from rock as a young man. Into now jazz, which for me is a real challenge. It’s, you know, I know it bores a lot of people. I know and it’s not a trendy thing by far anymore, but it really makes you work as a musician, that the men that played this and the women that played this type of music were really skilled, and I don’t think they got the credit, um, that they deserved. Now the percussionist component came in because my daughter. is a violinist, she’s about 15 now, and so she started about 10 years ago. And as I got involved in her workshop, they were looking for drummers to sit in on the symphonies there. So, so I picked that up as well too. And now once or twice a year I’ll perform in that, in that symphony, and that’s really cool because you’re doing like Tchaikovsky and, and, and really interesting pieces where you’re, you’re forced to learn to read and, and play different types of instruments. So it’s, it’s really a lot of fun. If you were. Probably 30, maybe 40 years older, you might have, uh, had the good fortune of having, uh, Tony Martignetti Senior as, as a drum instructor because he used to, my dad used to go, this is in the Ridgefield, New Jersey area, um, used to do private lessons. He, he taught in public schools for many years. Uh, not only instrumental, but also vocal music in, in elementary schools in Ridgefield. And then a couple of nights a week for some extra cash, he would do private lessons in people’s homes. And this is when a private, like an hour lesson was like $10 or $15. And he came to your home. You didn’t even have to, you know, um, so, but you didn’t, uh, you’re, you’re, you’re not, you’re not old enough to have had Tony Martignetti Senior as a, as a drum instructor. But you know, there are, there are other good ones. There are, there are others. He, he’s, he wasn’t the soul. Outstanding instructor, uh, for, for drumming in New Jersey. There, there are others, so I’m, I’m not surprised you, you’ve had others. I, I would have loved to have met him, you know, based on, on what you’re telling me and having met, having met you. What was that like for you growing up? Was it something that like you were interested in? Did it make your mother go crazy because of how loud it was? Cause I get that all the time. And what was that experience like? You know what I remember most about my dad’s drumming and, and, uh, aside from the, the, the private lessons he did, he played in some, some bands, mostly like sort of wedding and bar mitzvah type bands. Um, but what I remember is all, I loved, I loved helping him set up the drum set and take it down and pack it for a gig that, you know, a Saturday night wedding or something. I, I loved the chrome, all the shiny chrome and all the, all the knobs that you had to turn to get the, to get the, the bass tom-tom onto the, onto the bass drum. And you had to secure it in there and helping him set up the high hats, you know, for his left foot, the high hat symbals. There’s, there’s the, there’s all the chrome, all the shiny chrome, and it’s heavy and, and he had this big case that he packed all the chrome in and his snare drum went in there and the snare drum stand was all chrome. And I loved like pulling the legs out of the, the snare drum stand. And just setting it on its three legs or, or folding it up to help him get ready for a gig and just, it, it was like the, it was the chrome and the, and the turning of the knobs. And I just loved seeing the set. Now, his set was, um, Ludwig. He had a Ludwig set and he used, uh, Ziljan’s symbols. Does the name Joe Morello sound? familiar to you? Have you heard that name before? No, no. So there was a band in the 50s and 60s called the Dave Rubreck Quartet, and Dave Rubrik, yeah, I know. You would recognize the music, obviously, um, if you, if you heard him, and his drummer was Joe Morello, and Joe Morello, he, he passed away in New Jersey. I don’t think he was born here, but your father would have absolutely known him, and he played Ludwig. He was an amazing, amazing drummer, and, and as you’re painting that picture of all the chrome and, and we haven’t even talked about the wood yet, I don’t know how far you want to get on this marketing, uh, discussion, but, but the wood itself is, is a whole other topic and the science behind it and the sound behind it. So, you know, I completely relate to the fascination that you have with the different components, and I have to tell you, your father was a lucky guy. having you do this because me going to different gigs and having to haul all this equipment and set it up myself, I wish I had someone like you or someone like you. I was a willing, yeah, I couldn’t go to the gigs because they were, you know, they would end at 11 o’clock at night and I was only 8 or 10 years old or something. Uh, but I could help him at the house. And then the next day when he got back, you know, we had to set the, set the set up again so he could, so he could practice, you know. For the next gig. So, so it was tearing down like the day of the gig and then he would go off that night and then the next day we get to set it up again. That, that was the thrill. So do you, what, what, what kind of, what, what, what drums do you play? I play, I play that exact configuration. I play Ludwig drums and Ziljin cymbals. Ludwig and Ziljin. Oh, that’s outstanding. Oh, all right. All right, I’m getting a, uh, synesthesia. I appreciate you going into that topic at some point. No, absolutely, because we’re gonna see how it impacts your, your work. But the, the wood, you’re talking about, so you’re talking about the wood of what the drums are constructed. What, what would they have been? Like, what do you know what kind of wood, you know, it’s, I do, I do. So, so the ones that you and I are talking about typically are 6 or 7 pplies or maybe 5 plies of maple, uh, together, and they, you know, they, they, um, They steam the wood and then it gets pliable and that’s how they turn it into an actual drum. But then you could start to go down the path of mahogany, which is a much more rare and expensive, uh, wood, and what that does is it’s a softer wood, so it absorbs the sound. It’s not going to be as loud, it’s going to be more tonal. And then there’s birch, which is a lighter one, and you can just go on and on and on, and, uh, You know, so as you, and it’s funny, non-drummers don’t care about this. They don’t hear the difference when you hit the, but drummers, absolutely, and there’s a different feel and a tone to it. So, um, yeah, that’s one other interesting aspect. And just, you know, what we’re talking about here, it just, I’m, I’m glad that you have a respect for drummers because I still have to deal with the, you know, um, you know, what kind of a guy hangs out with musicians, and, and the answer is a drummer, right? And that’s, I have to deal with that all the time. If people understood how hard it is to really play drums, you know, and not just bash at them, but understand the. The, the, the role that you’re supposed to play as a drummer, they would have more of an appreciation, but you know, I’ll deal with it. No, no, no, you’re, yeah, they are, they are underappreciated. You’re right. But the, the drummer is responsible for keeping the beat. That’s the first and foremost thing is not just the beat. I mean, you’re, you’re, you’re driving the ship, you know, if, if you’re playing. In a live performance and the guitar player stops, nobody cares, right? If the saxophone player stops, nobody cares, but if the drummer stops, everybody turns around and goes, what the heck’s going on, right? And I, I can’t take credit for that. That’s the, the drummer Art Blakey said that once, and I, you know, I take it to heart, so it’s, it’s a really important role. And then adding that responsibility to a jazz performance, where, where others are riffing and then you’re riffing, but still keeping the beat through the, through the piece. 100% and you’re kind of making it up as you, you’re making it up as you go along too, which is, you know, there’s that exciting component, nerve-wracking component to it. It’s time for Tony’s take 2. Thank you, Kate. Happy New Year Uh, Kate doesn’t agree, but I think, I think the 19th is OK. I don’t know about next week. Next week, probably not. So if you want to be a nonprofit radio guest, um, It, uh, it should be obvious, but I get a lot of pitches that, uh, seem to overlook the obvious. So I’m gonna state it. It needs to be about nonprofits. Your pitch needs to have value for Our 13,000+ listeners in small and mid-sized nonprofits. That means even if your nonprofit has a compelling story, or you have a compelling, just incredible story of how you arrived. That’s not good. That’s not good. That, that, that, that belongs on other podcasts. I’m sure there are other places where your story can be told about how you evolved and emerged from COVID and overcame funding crises and maybe leadership changes and culture changes and fundraising debacles and negative PR stories, whatever may have beset you. Um, it’s no good. You gotta, it’s gotta have value for all the other listeners, not just be telling. A nonprofit journey story or a personal story. So. Please make it about that. And, uh, once it’s that, if you got that value. Uh, some bullet points are helpful. I mean, I don’t mind narrative, but bullet points, uh, are preferred, they’re easier to follow. And you email them with why you think this is a good topic, why you’re qualified to talk about it. You send that off to Tony at Tony Martignetti.com. That’s me, the host. And there you go. It’s that simple to pitch. Nonprofit radio. I would say, like if somebody asked what percentage of pitches I accept. I would say it’s probably about 70 or so. That’s purely Off the top of my head, purely a subjective determination. I have not added up all the pitches and, uh, Divided that, uh, into the number of guests and then multiplied by 100 to get the percentage. Uh, I would say off the top of my head. About 70% of pitches get accepted. And that is Tony’s take 2. Kate I think you should bring back the Santa that you never had on the radio. Santa. No, I don’t know. Yeah, that’s off topic that we just talked about. What, what, have you been listening? Where were you? I was just thinking about that. I think I think that was one of the topics for um Was it the 6:50th, and you were talking about how you were gonna have this Santa come on and talk about his thing, and then you, you declined it and never had him on. Right, I, I, I think you mean the 750th, 750th. Associate producer, right? Associate producer Kate, Kate Martinetti, that is you, right? That’s me. You are Kate Martignetti, OK. And you are the associate producer of this, this podcast, not, not so much I proudly wear that title. Yes, associate producer. All right. All right, I’m just making sure because, uh, last July was our 750th episode. Yes, there was a Santa and there was also, well, yeah, the Santa, I canceled him after the fermentation show. With Sandor Kraut, whose real name is Sandor, I think it’s Kraus or. Kraut is not his real name. He’s, uh, he’s playing off sauerkraut being a fermented food because he was a fermented food expert. So after the Sandor Kraut episode bombed. I canceled Santa. Uh, Santa was that other 25%. Uh, yeah, not a roughly, uh, the, the, yeah, the, the 7 to 25 to 30%. I’m thinking about it now. It could be as, it could be as low as 60%. It might be, it might be more like 62.5%. Uh, I’m, I’m a little tough. I’m, you know, you, you gotta, you gotta meet the bar. You gotta jump the bar, not just meet it. This is nonprofit radio for Pete’s sake. We’ve got Bu butt loads more time. Here’s the rest of Thrive Amid the digital marketing Transformation with Lou Kotsinnis. So how do you think so? How do you think that contributes to the work that you do now? Uh, you know, it’s some, the music is improvisational, but it’s, it’s also a backbone to it, keeping the beat as we’re talking about. How do, how do you think about how music influences your, uh, your practice at, uh, at, at BCS Interactive. That’s a really wonderful question, one I haven’t really thought about, but we can do that here. So, You know, the way I approach the drums is, is methodical, right? I just, I love the process of it. I love the, um, the musicality aspect of it, you know, I read music for the drums, and there’s a very, there’s a structure to it, there’s a foundation to it, and I have to think that that is translated over into how we approach working with clients, right? There’s a, a foundation to what you do. There’s a rhythm and a steadiness to it. I don’t know if you picked it up in our conversation, but I’m a big believer in, in foundational habits. It’s not the, you know, we want the ice bucket challenge type thing, right? We want the, we, you know, we, you have to put in the work to be able to get the marketing outcomes. And so again, slow and steady wins the race. I don’t know, maybe that does have some tie into, um, focusing on rhythm and keeping things steady and keeping things organized, right? It’s not. You know, different marketing agencies vary in their culture and ours is not the flashy, you know, we did these huge campaigns, it’s one small win after another and I believe frankly that that’s the stronger way to go because you’re building for longevity, right? You’re putting all these principles which may seem boring but they are absolutely important if you do them over time you, you’re gonna have a stronger structure. That philosophy is very consistent with, uh, George Weiner’s at Whole Whale. Do you, do you know George? I do. I, I know him from afar. I think we’ve spoken a couple of times and I’m familiar with, uh, Whole Whale’s work. All right, well, the two of you, uh, both of your, uh, so I’m sure your agencies have very similar philosophies in terms, you know, it’s not splashy. It’s, we look at the data, we, we, Uh, we iterate based on the data, and it’s, you know, he, I’m sure he would completely agree at the risk of putting words in his mouth, uh, uh, with you that, you know, that slow and steady wins the race. It, it’s, it’s not, it’s not a splash. It, it, it takes time, but over time, you can move the needle. And to that point, I keep saying the word habits. I, I would, you know, recommend for any nonprofit leader, executive director, uh, founder, what have you, read the book Atomic Habits. I don’t know if you’ve read that before, Tony, but that, I don’t know it. Yeah, so Atomic Habits, Atomic Habits by James Clear, it might be the greatest nonfiction book I’ve ever read. It’s, it’s, it’s a, it’s kind of a simple premise that it’s the small actions built up over time that can create outsized results. Um, and everything I’m talking about here is basically outlined there. So it’s, um, yeah, it’s a good guidebook if you’re, if you’re willing to go down that path. Let’s move to the website. Uh, our, our, what used to be the focus, but still, you know, very important, you, you believe. Sure, yeah, so, um, You know, if we think about the fact that less traffic is going to websites, and it’s, it’s a fact, it’s happening, right? It’s, it’s not something that you should really panic over, and I’m saying this as an agency owner who builds websites and, um, you know, I’m, I may be biased in saying this, but I don’t think I am. Think about the people who are now still coming to your website, right? The ones that even though they had the AI search answer, even though they went on social media, they still want to come to your website. To me. Those are true believers, those are high intent individuals, right? They’re the ones that, OK, I’m considering donating to this organization. Are they for real? Right? And they’re not, they’re not satisfied with the, the AI summary that they got. 100%, they, and they want, again, let’s go back to that concept of the story being the most powerful tool, in my opinion, right? Where are they going to get that story from in a way that is engaging and impactful. It’s the way you tell it on your website and the images that you’re using and the, and the video that you’re using, so. To me, I, I said this at the beginning of our conversation, the website is more important than it was before, not in the sense that you have to direct all of your traffic there, but the people that are coming there, it’s not about clicking, it’s about converting. So in order to do that, you have to create a really good experience. So I don’t think the website is going away at all. And one other important element to to remember actually too. Is that this is the last place where you really control the narrative, Tony, right? If you, if you spend your entire career building a, a presence on Instagram, and Instagram goes away one day or they change their algorithm, you’re done, man, you know what I mean? Like now, now you have to participate in zero-click marketing, don’t get me wrong, but the website is the one where you’re able to tell the story in your own way. And I’ll add to that too, one other thing I mentioned, I would, I would say is that AI is probably drawing from your website as well too. So don’t, don’t neglect it. I know some nonprofits listening to this might be saying, oh, this is great, I can just do everything on Facebook, I’ll never have to pay for a website again. I’m, I’m afraid that’s not the case. I think you’re doing yourself a disservice if you’re not investing in your site. OK, uh, so let’s again talk about some tactics. Uh, you know, this may be long-standing tactics, but it’s, it’s often valuable to Reinforce fundamentals. So whether, whether this is cutting edge or fundamental, let’s, uh, let’s remind folks what, what, what they ought to be paying attention to on their, on their own. The site that they control, you’re right. You control everything on your website, from what the back end is, whether it’s a Drupal or a WordPress, to every single word, every comma, every, every image, it’s that you own that, you own that. How should we be respecting it? So the first is mindset, right? Remember now that we’re looking at this in terms of engagement, not necessarily just in in terms of drawing pure traffic. So when you think about engagement, then you have to start to look at like 3 specific factors is what we advise. The first is brand and what I mean by that, that’s interchangeable with positioning, with mission, however, whatever term you wanna use. But when an individual comes to your website, they should know immediately what it is you do, who they serve, or who you serve, and then, you know, design it, or at least design the interface, the main interface, in a way that’s gonna bring people in. I did a whole webinar on this if people are ever interested in terms of positioning and, and messaging on your website. So brand is the, is the, is the foundational element that you have to get right, right? Who are you? What audience do you, uh, tend to cater to or, or are you focused on, and how are you different from other organizations out there? So brand is #1. Number 2 then becomes your story. Again, that, that all important element, you know, are you putting up engaging expert content based around your expertise and based around the audience that you are looking to focus on? And, you know, again, it, I, I don’t write per se in AI. What I do is I write and then I have AI vetted for me. I, it’s a great editor, right? But I write from the heart and I write based on, on my own knowledge, and I encourage website owners to do the same thing. It’s very easy to just say, OK, write me up a page of content based on such and such, and it’ll produce something really very good, right? But what individuals want, in my opinion is authenticity. Uh, and there may come a point where, you know, AI gets so good that it replaces humans. I don’t think it’s going in that direction. I just, I’m a tech optimist for the most part. So I’m, I’m kind of seguing here to, to mention, you know, where do you get that content from. I would still write it based on what you know and who you are and, and what, you know, your organization is looking to achieve. So you’re using AI as the editor for the, for content that you create, versus the other way around, which is, uh, what a lot of folks encourage is that have AI do your first draft, and then you be the editor. I, I don’t agree with that at all. Honestly, I have to come out strongly against that. I, I think that. One of the things that makes us human is our authenticity, our our ability to generate ideas, and, and I think writing is a reflection of our soul. I don’t mean to get too, you know, schmaltzy there with you, but I, I think you, and, and the way it helps me is, uh, so if you’re familiar with the product HubSpot, um, the, the, the, uh, CRM, their CEO, is co-CEO, a guy named Dharmesh Shah, give the best definition of AI I’ve ever seen, which is think of AI as having an intern with a PhD in everything. And that’s the way I use it, right? Um, so I will come up, the, the, the way that I write blog posts, and I encourage anyone to write blog posts this way is I listen for what the client’s pain points are. And if you hear enough of them over time around the same topic, that means something that a lot of people are probably gonna want to learn about. So then that’s, I will answer that in the blog. Now I will do that based on my knowledge, but along the way, if I run into a problem. How do I get past this phrase I need some understanding of this technology. I will certainly go to my partner, the intern right there in AI and get that, get over that hump and so I’ll continue to write that way and then when I’m finished I’m like, OK, take a look at this based on the parameters that I wanted. Is it logical? Um, I have questions about this area. Will you please give me an answer on that? Does this make sense to you? If you were, um, the leader of a, of a large nonprofit based in this sector, would this resonate with you? And that’s kind of the way I interact with it. So I’m, I’m sorry, I’m, you’re asking me about the importance of websites and what to do there, and I’m taking you on an AI path. So I, no, I, I asked you to digress, and, uh, we, we’re using AI similarly, you and I, uh, for slightly different reasons. My, my concern about having. Something artificial, create the first draft is that we’re, we’re surrendering our, our, our, our, I believe our humanity in a, in a slightly different way than you described it. We’re surrendering our creativity. I think, I think the most creative task we can do is staring at a blank page and creating from, from, from whole cloth. And that applies to music, uh, art, and, and also writing. Uh, writing is an art, but, you know, composing text, whether it’s a letter or a blog post or something for LinkedIn, you know, whatever it is, I, I, I don’t want to give up. I don’t want to surrender that creativity to the artificial and then relegate myself to copy editor. Exactly, and, and staring at that blank page is painful, right? It hurts, and that’s why, you know, AI can fill that gap if you let it. But again, you are surrendering something very important there, and that, you know, that’s something, and, you know, for the rest of my career, I’m going to stick to. You know, sometimes do I cheat if I’m stuck? Yeah, maybe a sentence or two, but I don’t allow it to write the whole concept for me. I mean, the whole point of our brand at BCS Interactive is that we are authentic and we are giving you our own knowledge and our hard earned experience. So, you know, again, the bottom line for me, AI is an assistant and it always will be, and I will rely on it. As such, but the original ideas come, come from us. So, so we talked about, uh, we talked about brand and story. Story is, is second, and story again is all of the content that’s on your site and are you engaging individuals that are arriving there once they understand what you do? Are you bringing them through a path of understanding to eventually some conversion? And the third and perhaps the most important now, I’m, I’m not gonna say it’s more important than the brand, but it’s equally as important is user experience. That can mean a lot of things, but the bottom line is when a person comes to your site now, they should be able to find what they want when they want it, and they should be able to get their actions done frictionless, right? There’s really no excuse left for poor user experience because again, think of your high intent. Individual that’s close to donating or that wants to join your organization or an external funder, God willing, those will exist in 2026, um, and that is vetting you as an organization, you have to have your act together. So it’s so important to have a strong website in that regard. Yeah, let’s say a little more about the UX, you know, it, it, again, you’re saying, you know, you, you’ve got your high intent, high information, seeking high, uh, uh, uh. Visitors seeking more information, so that they’re, they’re seeking to be high information. Um, we could spend, we could spend days on website organization, user experience, uh, but give us your, give us like, you know, your, your top level thinking. The number one thing is your navigation, right? Your content organization. So you envision coming to a website, whether it’s on a mobile device or on a, on a desktop and You know, I’m seeking certain pages. I’m seeking certain information, and to this day I’m amazed how many high quality organizations put what I call self-serving navigation. They’ll put labels for different pages that make sense to them, but not to the general public, and a person has to search and scratch that. What does that mean? Am I going to this page? where is that? So navigation. And content labeling is kind of step number one. That’s the most important thing aside from the messaging when they come to the site to understand, yes, I’m in the right place. Once they start searching, they should be able to find what they want super intuitively and I. At the, at the risk of going to jargon jail, and I’ll explain this, the tool that you use to get around that is the site map. I don’t know if you’ve heard this before, but sitemap is really just literally a map of all the pages you want on the website with the correct labels. And what’s a correct label? Well, it’s one that you and hopefully your agency or someone that you have spoken to that is not you can agree on that, yes, this is the label we want that’s gonna define this section, and under that section we’re gonna have all of these different pages that continue to feed that experience, so. That’s, that’s a kind of low hanging fruit that you should be able to address. Then you have to think of your critical functions. I mean, number one is if you’re a fundraising organization or that relies on fundraising, you have to have that experience down, you know, when you arrive at that donation page, that’s the moment of truth. So, you know, there’s certain things that you obviously have to do. You, it has to be secure. You shouldn’t be sending them to a third party site for the most part, and there’s plenty of tools now that will allow you to just stay on the website. You want to show impact, right? That’s getting more into the donor, um, you know, fundraising component, but, you know, $100 will give you this, or $2000 will supply that, that kind of thing to, to, um, to, to better engage your donor. And then the form fields, and again, this is a little bit of old school thinking because when we had to build these things manually, that’s when this would be important. Now, every third party product that you use for donations tends to have their user experience down, but. You know, a lot of smaller organizations suffer from this, so you have to make sure if I was a, a, a willing donor and I came here, is this a simple experience for me? Is this an enticing experience? And then uh lastly, I would translate that similar thinking to all of the other conversion aspects on your site. If it’s important to you to get member sign ups, that member process needs to be clean and clear and, and simple to do, um, you know, I, I don’t know, it depends on the organization. If you’re looking to get newsletter signups, are you enticing them in a certain way, so. It’s about thinking of positioning it’s about thinking about that navigation and then the functionality on the site that’s critical for your organization has to be done properly. Lou, how’d you get the BCS Interactive as the company name? Uh, is that your parents? Uh, what, what, what’s, yeah, what’s the BCS? You know, the first podcast I ever went on a couple of years ago, that was the first question he asked me, and I wasn’t ready for it, and I kind of mumbled it. So ever since then I, um, and I should also segue and say that we are about to do a rebrand. So this year you will see a slightly newer name. So BCSM Interactive in part is gonna go away. BCS stands for Business communication Services. So I used to, uh, in my corporate days, way back when, I had always wanted to start my own shop, and in the beginning, I, I truly knew nothing about business and I wanted to have a name that we would grow into, kind of like, um, advanced marketing services or IBM. IBM is an example, International Business Machines, right? So business communication services, and in the beginning we didn’t just do the web, we did all kinds of things. It was copywriting, advertising. So if you think about a business communication service, which in retrospect is really the worst name ever, I mean, it’s, it’s long, it doesn’t, I wouldn’t business communication services interactive.com. It is boring, right? So I need a nap. What, what is that exactly. So, so I truncated it immediately to BCS. initially we were BCS marketing, and then, um, over time when we transitioned strictly into digital became BCS Interactive. So, um, you know, my father was involved. He was a bit of a mentor from, from the beginning. Um, but if, you know, in retrospect, if I could have gone back and started with a different name, I would have, but, uh, yeah, it is what it is. Well, you’re about to, that’s right. That’s right. Was, was your dad a musician at all? No, no, not, not, not at all. Um, my father was, um, he was a businessman, he was a mechanic, he was a Greek immigrant, and, um, you know, he allowed us, he allowed me to explore our passions, and I’m very, very grateful for that. And, and what is it that brought you to drumming? Again, you know, I think we touched on this. It’s hard to answer that. It really is. It’s something about. That beat, you know, something about the, the, the, the, the, the, the bass drum first, followed by the snare, followed by the bass drum, and then being able to make different sounds with different instruments because every drum is a different instrument and seeing older relatives, cousins being able to do that and then seeing these, I’m going to call them guys because all my heroes were guys at the time in that music scene, being able to do incredible things. I don’t know. I, I, you know, I consider myself an ambivert, you know, if you know that term, like both extroverted and introverted. So they say that introverts go towards the drums because you’re, you’re hidden and you don’t have to be in front of anybody, but I don’t think that has anything to do with it. It’s just something about that, that rhythm that attracted me. Was Buddy Rich, uh, an influence on you? Here’s my thought on Buddy. Buddy Rich is by far the greatest technical drummer that ever lived. I mean, it’s almost too much. If you watch him, it’s almost inhuman how good he was. That being said, Some of that was a little off-putting. It was just, you know, the, the drummers that I admired were the ones that had really good technical chops, but Held back a bit and employed that where it was necessary. They had a great feel. I’m thinking about Tony Williams, who played with, uh, Miles Davis. I’m thinking about Max Roach, one of the greatest that ever lived. And then some of the more contemporary guys, Vinny Kaliuta, um, uh, I’m forgetting, Steve Jordan, huge, uh, uh, your listeners are gonna think we’re going way down the rabbit hole, but I, you know, I’m very passionate about this particular topic, so I appreciate you asking. Yeah, I know, who did Steve Jordan play with? Steve Jordan got his start on Saturday Night Live. He was the first drummer on Saturday Night Live when he was a teenager, and then he went off to do a lot of different studio albums, and eventually he got picked up by Keith Richards. So if you ever listen to Keith Richards’ solo albums, that’s Steve Jordan. And then from there, he played with, you know, a bunch of people. Um, he actually filled in for the Stones when, when Charlie Watts died, so you, you might know him there if you’re a Stones fan. And, uh, he’s just got an incredible feel. He looks so cool playing. And um he’s also very passionate about the instrument and I respect that. Luukatzinni. Lou, leave us with uh some parting words. Oh, by the way, I appreciate you being on earlier podcasts so that all, all in preparation for being a, a guest on nonprofit radio. So my, my, my gratitude to those earlier podcasts, you know, all, this is, this is, you’re at the pinnacle here. It’s all, I’m sorry, but it’s, it’s downhill from here. I can, I can see that. Um, well, first of all, thank you so much for having me. And you know, if you don’t mind, uh, Tony, I’m gonna shy away from giving technical parting words. I, I want to share something that I’ve been feeling for the last year, um, because we’re in this industry together and 2025 was so hard. It was so hard on nonprofits because, you know, I don’t want to get political here, but beyond, because of what we were seeing at the federal level, you’re dealing with an industry that was already underfunded, that’s doing great work, um. That, you know, always caught. Crap, forgive my term, for spending in areas that weren’t programmatic, you know, these people that, that, you know, a lot of staff gets burnt out doing what they do in this industry, and I just think it’s unfair. And then came this kind of, I’m gonna call it a cataclysm that really just knocked everybody on their, on their butts. So the parting words that I have for everybody is that, you know, we’re all in this together. Um, I, I’m, I 100% believe that the nonprofit, uh, industry or community will come out of this. Um, better than they were before, unfortunately there’s gonna be a lot of damage along the way, but just, you know, let’s all keep our heads up. Let’s continue to do great work, and if you pull anything from the conversation that you and I had here, again, it’s slow and steady, it’s not trying to win with one huge marketing campaign that knocks it out of the park. It’s putting in these fundamentals that over time will make you a stronger organization. Lou Katsinis, the company is at BCS Interactive.com. Definitely connect with Lou on LinkedIn as he and I have been for years. Lou, thank you so much. It was a real pleasure. Thank, thanks for sharing your, your, your thinking, your, your expertise. Great being with you, Tony. Thank you. Next week, Monthly Giving with Dana Snyder. If you missed any part of this week’s show, I beseech you, find it at Tony Martignetti.com. Our creative producer is Claire Meyerhoff. I’m your associate producer, Kate Martinetti. This show’s social media is by Susan Chavez. Mark Silverman is our web guy, and this music is by Scott Stein. Thank you for that affirmation, Scotty. Be with us next week for nonprofit radio. Big nonprofit ideas for the other 95%. Go out and be great.
Brad Ton: Be Human & Be Yourself, For Best Fundraising
Messy and authentic. That’s how Brad Ton wants you to come to your fundraising relationships, for best outcomes. Be genuinely curious about people, with a dose of strategy, and you’ve got his formula for success. A retired hip-hop recording artist, he has great storytelling advice. He also shares how LinkedIn is vastly underutilized by nonprofits as a relationship builder, and what you can do to excel there. This is an especially fun and spirited conversation. Brad is an account executive in nonprofit technology at Instil.
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Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio. View Full Transcript
And welcome to Tony Martignetti Nonprofit Radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the pod father of your favorite hebdominal podcast. I’m traveling this week, so sorry about the echoey sound, low quality laptop mic. I’ll be back in the studio next week. I’m glad you’re with us. I’d come down with bacillary angiomatosis. If you infected me with the idea that you missed this week’s show. Here’s our associate producer, Kate, with what’s coming. Hey Tony, here’s what’s coming. Be human and be yourself for best fundraising. Messy and authentic. That’s how Brad Tun wants you to come to your fundraising relationships for best outcomes. Be genuinely curious about people with a dose of strategy, and you’ve got his formula for success. A retired hip hop recording artist, he has great storytelling advice. He also shares how LinkedIn is vastly underutilized by nonprofits as a relationship builder and what you can do to excel there. This is an especially fun and spirited conversation. Brad is an account executive in nonprofit technology at Instill. On Tony’s take 2. Tales from the gym. Rob, PhD. Here is, be human and be yourself for best fundraising. It’s a genuine pleasure to welcome Brad Tun for his first appearance on nonprofit radio. Brad is an account executive in nonprofit technology at Instill specializing in helping chief development officers and frontline fundraisers bring clarity and simplicity to major gift work. Brad’s approach is rooted in a deep belief that fundraising is fundamentally about human connection. Oh my God, are we, are we simpatico on that? You’ll find the company at Instill.io. And you’ll find Brad very active on LinkedIn. Brad Tunn, welcome to Nonprofit Radio. Uh, that’s the, this is the, the greatest introduction I have ever heard. I, I am like, I’m ready to run through a brick wall right now. So, so thank you for this. All right, I’m glad the enthusiasm is, uh, infectious. Absolutely. We have spent a lot of time getting to know each other on LinkedIn. And we got connected by a mutual friend. Uh, I mean, in terms of your philosophy, that’s what I was not aware of. I see you on LinkedIn a lot. We’re gonna talk about LinkedIn, how you believe it is vastly underutilized. We’re gonna get there and how personal you are on LinkedIn, but we got connected around your belief in. Uh, the humanity of fundraising that, which I said, uh, I had to, I had to digress from your bio. I don’t even give the guy a complete bio without me interjecting my opinion. It says is how, this is how lackluster the host is like the, the, the guy can’t stop but inject his opinion. He doesn’t even give the, uh, a complete bio of the guest before he’s interjecting his own editorial comments. All right, but no, we do connect over that humanity messy. Authentic, present. All right, we’re gonna talk about all that, um. Uh, Share, go deeper. Share your philosophy about, uh, fundraising about major gift work. Yeah, absolutely. I, I think, I think fundraising is about connection, not activity, and Many, most of the fundraisers I talked to in 2025, almost 2026, are buried in reports and systems that don’t reflect the real state of their donor relationships, right? The, those, those in between the lines. Um, those soft skills, those things that really make people tick, and I am a firm believer, I’m a firm believer in a lot of things because I’m stubborn. The red-headed, uh, stereotypes are true. Um, but I’m a firm believer that connection and, and human relationships start with a deep-rooted sense of genuine curiosity, where I can seek to understand, not seek to respond. Um, and, and really be focused on what is the why of this person. And, and as you know, Tony, I, I’ve been listening to the podcast a long time. Fundraising is storytelling, and I know every nonprofit leader knows that at their core, it’s storytelling. But it’s, it, it, people don’t give because they want to support the organization, right? People give because they see themselves in your story. Whatever your story is that you have hopefully shared with them, they see themselves as a part of that. And, and we have to be able to give them that opportunity to join our story. Um, I’m gonna stop there or else I’ll ramble and that’ll be the end of it. Just hand over the mic. I’ll turn mine off. All right. Um, no, there’s so much, there’s so much there that I, you know, at all levels. I mean, that’s a high level, which is exactly what I asked you for. You know, I, I, I’m, I’m nodding, I’m smiling. Yeah, absolutely. Uh, I’m just, I agree. Um, but we, we get this. I don’t idea this. fallacy that major gift officers and, and fundraisers generally need to present a certain way that we need to, there’s a facade. And if we’re not professional, if we’re not, Uh, you know, exact, that we’re gonna disappoint the, the donors or the prospects. We’re gonna disappoint the nonprofit that we, that we love, who, whose work we love, otherwise we wouldn’t be doing the fundraising for them. We’re gonna let them down if we don’t have the, the major gift persona. Cut that off at its knees, please. Yeah, I’m, I’m with you. Um, and, and this gets, uh, fundraising is life. It, it is. Um, and, and there’s a lot of parallels and, and things that I’ve learned the hard way through this experience, but all of those things you said, I, I need to present myself a certain way. I’m gonna let the prospect down. I’m not gonna get this major gift. I, I, I, I, it’s all rooted in Self-centered fear, right? It is, and, and, and I don’t mean that in an egotistical way, like I’m going in thinking I’m better than or anything like that, but I’m focused on myself. I’m worried about how I’m gonna be perceived. I’m worried about, am I gonna get what I want, which is a gift. What if I don’t? What if, what if, what if? Instead of a complete mindset shift where I’m focused on you. On you. And that’s where I get back to this sense of genuine curiosity. If I come into a conversation completely detached from any sort of outcome. I don’t control whether or not you give. I can’t, I can’t open up your wallet for you. I can’t make the wire transfer. I can’t. I have to let go of those outcomes. I, I, and, and, and detach. And I have to focus on you, the human being, and get curious because if I don’t, I’m not gonna actively listen and I’m gonna miss an opportunity for connection. And when we seek connection first, Amazing things happen that otherwise never, never would have. I was talking to somebody the other day and I, I can’t remember, but they’re like, I, my business is better than ever. And it, it got better than ever. When I started openly referring. People that came my way to other people in my industry because I knew they were a better fit for what they wanted to do. Right? I wasn’t, I wasn’t aligned, but I started making those referrals, right? Instead of trying to square peg round hole stuff. And then the universe for whatever reason, my business skyrocketed, right? It’s the same thing in fundraising. I think when we look at the human. And we’re messy, and like we talked about, and we’re imperfect. Yes, I wanna show up professional, right? I, I want to represent myself in the organization the right way. 100%. Yeah, like, yeah, you know, I’m gonna show up on time for the meeting or even early so I know I’m on time. You know, I’m gonna respond to messages, you know, we’re not talking about being messy like being messy, lackluster and a poor performer. We’re talking about being a, you know, a messy human being. Yeah, like, yeah, like. No. Here’s the, the, the secret is that no one, no one has life figured out. Not a single person, right? Like, can we just acknowledge that and just say how hard things are and how, how, how unpredictable things are? Do I want to, do I want to, um, Give a prospect the idea that my organization is unorganized and scrambling, and no, not necessarily, but at the same time, I can be transparent with what we need and why we need it without beating around the bush, without coming up with some You know, uh, my, my, my vocabulary is nowhere near the, uh, the level that yours is, Tony. But, but I, I can’t, I can’t come up with, right? I don’t need to come up with some overarching, incredibly creative way to say that we could use your support, and here’s why. Here’s what it would mean. Yeah. Right? Um, that’s what I mean by messy. It’s like, I’m not, I’m not gonna say this perfectly. And if you hear me ramble a little bit, it’s cause I get excited and I truly believe in what we’re doing. Like just level with people. Yeah, I love the excitement. When the passion comes through, it’s, it’s infectious. You know, I, uh, being Italian, I tend to wave my arms around or not, you know, and we’re doing this, and we, you know, we, we had, you know, our census was 15,000 patients on any given day in New York City or, you know, whatever. Can you imagine 15,000 patients? So, um, all right. So, yeah. Um, Honesty, you know, just honesty. Um, and when you do make a mistake, like I was saying, you know, you, you, you respond to messages. If you don’t, if you don’t respond, if you mess something up, just apologize. I’m sorry. I’m, the email went longer. I’m sorry it took me longer to get back to that email or that voicemail than, than I wanted and certainly than you wanted. I’m sorry about that. But let’s still meet. I, I still would like to meet you. I just, you know, I, I messed up, uh, answering a voicemail, but, but let’s still get together because this cause, you know, merits your, merits your attention. It happens. I, uh, it happens. I was messaging with, uh, a prospect of mine a couple of weeks ago. Um, and her name is Jamie, and I typed Jamie, um, and she called me on it. Which she had every right to do. And I responded immediately and just, you know, I think previously I may have got. Earlier in life, maybe defensive or gosh, she’s taking that a little too seriously. What’s the big deal? What’s the big deal? But immediately I let my guard down and I immediately, I immediately own it and say, Janie, first of all, my apologies. I can’t imagine how many times that happens to you. My last name is Tun, and you wouldn’t believe how many times people glance and they call me Tom because like, I don’t know how it happens, but it does, and I know what that, how frustrating that is. So I did, I apologize and Off to the races. And that’s a tiny, tiny example of just. Just, just show up. Just show up. People are, the bar has never been lower for human connection ever, ever. If we just show up, it, it’s, it’s amazing what happens. Yeah, human connection and, and customer service. That’s a great callout, the way, if you, if you, I think, I think the average customer service is crap. So we’re just asking you to be a little, you just have to be better than crap. You really do. I, I was, I’m, I, I got a, uh, I, I’ve tried out some new technology on my end, and I, uh, there was a bug with it, and I emailed support, and I know it’s an entrepreneur that’s running it. He’s doing everything, and he immediately emailed me back and said, I’m on it. That’s all I needed. Yeah, yeah. It took the rest of the day, but I didn’t care. I wasn’t sitting around wondering like what’s going on. Um, yeah, that responsiveness is, you’re right, that’s a good call out though. You talk about quality over quantity. Yeah. What do you, what, what do you mean by that? I think in the sense as it pertains to fundraising, it’s being intentional and reaching out to people as human. I think, um, I think people are so burned out over automation. Um, that’s not to say we don’t send out an end of year thank you email or something, you know, I’m, I’m not in, I’m not in the comms world. Um, I’m not saying that, but I, I, I think, I, I think there has to be intention around building real genuine relationships, um, and we’re about to be in 2026, and I continue to see, uh, we are gonna be when this, when this, we’re, we’re airing this in, in January, so it’s there you go, my apologies. It is 2026. It’s 2026. We’re there. We’re recording made it congratulations December, mid-December, yeah, um, we’re there and I still see. Donors not being thanked. Like, it’s unbelievable. It, it’s, and, and, and, and they’re, they’re not retained. Um, so by quality over quantity, what I mean is we gotta stop spraying and praying. We gotta stop trying to give our major gift officers portfolios of 34, 500 people. There is no way to manage those relationships effectively, none. And you’re doing yourself as an organization a disservice by thinking they can. Um, they may not tell you they can’t because they don’t want to disappoint you, development leaders, but they can’t. Um, and you’re gonna lose way more than you win. That’s what I mean by, by quality. What do you think is a normal, uh, reasonable, uh, prospect? Uh, prospect pool of responsibility. Yeah, my, uh, I’m gonna paraphrase here, but, uh, our VP of, uh, of, um, of, of partner success, Eric Franz, will, will get on me because I can’t remember the name of the law, but there’s a law out there with number of relationships you can actually as a human being, you, uh, and I can’t remember it. I’m terrible with that. 100 to 150 is the max. Like that’s, that’s it. That’s it. Um, if you’re, if you’re a leader and you’re having to. Uh, split your time, then it needs to be even smaller than that, um, but I’ve talked to, look, uh, I talked to major gift officers and major gift leaders all day every day, and you wouldn’t believe the number that are the numbers of portfolio sizes out there. 40, you see, you, you hear about 250, like 3, 250, 300 in the in the thousands sometimes in, in the thousands. Um, and, and, and managing touch, touch points with automations and, uh, it it lends itself to being reactive instead of proactive, right? Like I need to wait for someone to come to us or ask something or whatever, uh, to bubble up to me rather than being able to manage and, and build effective relationships, right? Yeah, over 150, uh, in a, in a, in a prospect portfolio, uh, prospect and donor. That is antithetical to what you and I are talking about. You can’t have human connection with more than, you know, whatever that law is that we don’t need a law, we don’t need the law. We just, it’s, we just know it’s common sense. I mean, there’s only so many, there are only so many relationships you can manage. And just to make it explicit, you know, people are, are. Falling off the, off the portfolio as time goes by, you know, the, the, the folks who you, uh, get to solicit solicitation for, and they say, no, you know, I’m just, I’m not at that level with this organization. I’m gonna, I’m gonna keep doing my, $50 a year or my $500 a year, but I’m, I’m not gonna get to the level that you asked me. Uh, I’ll, I’ll just continue. OK, well, that person then, however you define major gift in your port in your nonprofit, that person is no longer a major gift prospect. So they come off the, they come off the, that portfolio and another person joins them, join, joins the port. Portfolio doesn’t join them because they, they’re no longer in it. So, so the, the portfolio is, is evolving, but we’re not letting it get above the, the 150, which is what I’ve typically seen 100, 100, 100 to 150 max. Yep, you got it. Um, yeah, you got it. And, and, and I think, I think people that communicate back with you that they’re gonna stay at their level, that’s wonderful. That’s wonderful. Thank you. Yeah, I’m doing my job. That, that’s effective communication, and you never know what might help happen down the line, but I’m never gonna completely forget them. Maybe that goes to a different, a different department or a different, a different process, um, but we gotta, we gotta stick with engagement, and that, that’s any information is good, is helpful information. Absolutely. And, and you’re, you’re thanking them for all the giving that led to this solicitation. I mean, they’ve, they’ve been so loyal that you, you thought they would, well, you considered them a good major gift prospect. Turns out they, they, you were right. Your assessment wasn’t wrong, but that, it’s just not, they’re not at that level with your nonprofit. So then you move on, you know, as, as, as we’re talking about, but, but you’re grateful for the giving that brought them to the solicitation. And for their commitment to continue it. That’s right. Absolutely. And I do that. I do that, I, a lot in planned giving where I, I’ll solicit a gift in a will, most typically, but whatever type of planned gift, and the person said, you know, no, you know, my estate is for my children, or I do love the work, but not at that level, like to, to include you in my long-term, my, my estate plan or my retirement plan. But I’m, you know, I’ll, I’ll certainly keep up what I’m, what I’m doing, what I’ve been doing. You know, we thank you, thank you, because it, because all that giving brought us to this, to this conversation. So thank you for everything that you have done and that you just committed to keep doing it. Thank you. What a blessing transparency is. Yeah, absolutely. Let’s talk a little bit about, uh, Brad Tunn. You have, uh, you have a background. You have a very interesting background that drew me to you. This is what drew me to you on LinkedIn at first. I think I first found you through a comment and I clicked on the guy’s. Retired hip hop artist, yeah, that’s talk, talk, tell us, tell us about that work. Pretty standard life path, right, for so humble, red. I mean, doesn’t, didn’t everybody have a, have a, have a hip hop career? No. So, uh, I guess I, um. Yeah, I, I, I went to, to school. I went to, to Indiana University, uh, for sports marketing and management because, uh, the movie Jerry Maguire had come out and that’s what I wanted to do with my life, right? I wanna be Jerry Maguire. Oh yeah, um, so I had, I had a brief stint in the sports business world and found out very quickly that it was not for me for a variety of, of, of reasons, um. And um I was a, uh a single guy, no kids, living on my own, and didn’t really know what I wanted to do. Um, so I did what any rational human being would do. I had uh a, a, a, a small amount of money in a savings account, not much. I, uh, drained it, went to the local Best Buy, bought a bunch of studio equipment, and set up a, a, a studio in my apartment, my one-bedroom apartment, and embarked on what I had no idea at the time. Uh, would become an 8, 9-year career as a, as a hip hop artist. I released 4 albums. I toured, uh, I did shows. Um, I would work odd jobs on the side that I was overqualified for to help pay the bills because, you know, the, the Indiana hip hop money was not making anyone rich. Um, that’s not a huge hip hop market. It’s not, even with the intern, even with the intern. That, um, and it was phenomenal experience. It, it’s created so many life lessons for me. I, I can’t even begin to tell you, um, when I started, it was bad, Tony, like it was bad. The, the music was not good when I started, yeah, you’re just, I mean, what did you know from, what did you know from hip hop? I, I knew I loved to listen to it like I, and I. I think it was a very, a, a very, um, helpful emotional outlet. I loved the emotion behind it. I loved the underdog mentality. Um, you know, who were some of your influences? I may not know them, but who? Oh, I mean, so, I mean, I grew up in the 90s, so anything, uh, Tupac, Notorious BIG, Nas, Jay-Z, Eminem. I mean, everything that your parents hope and pray you don’t listen to as a teenager, right? I became, yeah, now I couldn’t speak to any of those lifestyles because I did not live them. However, that same type of, uh, I would say, uh, emotional outlet and, and therapeutic way of writing, uh, was great for me. And what I found out very quickly. Is that, man, the sky’s the limit when you really, really work hard. I mean, as simple as a lesson as that sounds, like, I was never the most talented rapper. I did get better, thank, thank God to everybody around, um, but I just outworked everyone and, and made connections and, and did things that people were scared to try to do and, uh, it opened up a lot of doors and I’ve carried that with me, like, and as a parent, I can tell my kids the same thing and really believe it, right? Um, it’s, so. Yeah, absolutely phenomenal, uh, experience, um, and it’s been, we still talk about it, uh, to this day. It, it’s, it’s huge. If, um, I’m sure in a, in a, in a closet somewhere in this house, there’s a case full of Brad Reel CDs still, uh, that went unsold from that era. So if anybody ever wants one, happy to ship it out. Nobody has CD players anymore. Listen, listen to. that that nobody has them. Well, you have the discs. All right, so you were Brad Real Real, R E A L, uh, yeah, that was it. Yep, yep, Brad that was it. All right, yeah, yeah. Is there, is there still some music online? There is, um, there is, uh, Spotify and, and all those streaming platforms. Uh, my last album is still out there. It was called, uh, Letters to the Editor. That was 2012. Uh, it’s still there. It’s still there. So go stream it occasionally, randomly, I’ll get a check in the mail for 17 cents from Apple. It’s great. It’s really great. Letters to the editor. Look at you appealing to the mainstream media in your final album. That’s exactly right. Maybe this media, maybe this medium isn’t the best one for me. I, I’m gonna try, I’m gonna try editorial. I’m gonna try op ed pieces. There you go. You got it. Um, did you do concerts? How big, like how, how big, how big venues? What, um, so, um, at the peak of it, I, uh, I opened for, and I don’t know if anybody know who these people are, but I opened for, uh, I played a show with Cypress Hill. I played a show with Wiz Khalifa and Cypress Hill. Cypress Hill is going insane. Insane in the membrane in the membrane. Insane in the brain. I remember them. And I played, uh, I played our amphitheater here in Indiana, um, in front, well, I played as the doors were opening. So the capacity of the venue is 12 to 15,000, but, you know, nobody was really there yet. But I was on the stage opening for Wiz Khalifa. Um, but for every one of those there were, you know, Tuesday nights at the local hole in the wall performing for the other rappers and their girlfriends, you know, in Bloomington, Indiana. There you go, plenty of shows in Bloomington, Indiana. So what’s the, what’s that feeling? All right, suppose there are, there’s several 1000. Suppose you got 5000 rap fans. Uh, you’re opening. OK, I understand your opening act, but still. You, you got, you’re bringing power. What, what does that feel like? Thousands of people moving to your words. I, I don’t even know where to, where to, how to describe it. There is no feeling in the world, even right now, just thinking about that. I, my juices just get flowing. Um, there is the adrenaline, the, like I just feel at, at home there. Um, it’s such an expression of, of art, and, uh, I took it very seriously. If people were gonna come out, I wanted to act, you know, bring the energy and, and make the The audience be a part of it. Um, but it’s like they say, right? I don’t, um, I’m a big sports guy and, and when like, when, when football players retire, they say it had nothing to do with, Sunday afternoons, right? When you saw me on the field on Sundays, it was Monday through Saturday that I couldn’t do anymore, you know, the, the grind, the practice, the, uh, I mean, I was, I was working 40 to 50 hours a week at a regular job to help pay my bills and I was doing hip hop for 40 to 50, 60 hours a week on top of that. Um, and it’s like, at some point, I started having kids and I was like, ah, Yeah, yeah, but the rush, the rush of the fans, the, the adrenaline, they’re moving to your words, they’re moving to you. They’re moving to you. Um, yeah, there’s something really cool, and I’ve taken that with me. Like I’ve never really had, um, public speaking. I do. Um, every now and then I’ll get in front of a group of people now, um, in different capacities, and, and, and I love it, and it’s all because of that. Like, it’s all because of that. And, uh, yeah, I, I’ve, I’ve really, really, really enjoyed, enjoyed that part of it. It’s time for Tony’s take 2. Thank you, Kate. I’ll say Happy New Year again. It’s uh it’s only the 2nd week of January, so I’ll I’ll throw in a happy New Year there, everybody. I’ve got a tails from the gym. This one’s uh revisiting Rob, the retired Marine, Semper Fi. Very interesting guy, as it turns out, I, uh, I’ve only ever overheard conversations with him. You’ll remember Rob is the guy who got the, uh, sourdough bread. From Kim. And other sordid stories about Rob, the, the retired Marine. December 5. I got chatting with him, you know, he, he had been talking about a Marine Corps reunion. That he was hosting, uh, it was the 250th anniversary. Uh, he was hosting it at a local restaurant that I’ve been to, and I’d been hearing about him. I’d hearing him talk about it for a few weeks, inviting folks. Um, and then I saw him in the men’s room, and it, I, it was a little awkward, you know, it was just the two of us, and so I, I, I don’t know, I felt, I felt awkward not saying anything. So, As we’re walking out of the men’s room, I, I, and, and we were leaving together. Um, we didn’t do anything in the men’s room together, which is just a coincidence that we were leaving together. I asked, how’d the party go, the Marine Corps reunion party. So we got talking. And Rob, uh, actually is doing his PhD in global policy. At the Harvard Kennedy School of Government. And he’s very near finishing his degree. Next month, he defends his PhD dissertation and all the research around it. That’s pretty impressive. Uh, a, a, a Harvard PhD, um, he has a master’s degree in North Africa and Middle Eastern studies. He did marine tours in Afghanistan, multiple tours. So this guy is, is, you know, he’s not only worldly, like well traveled, but a student of the world. His master’s degree in North Africa and Middle East, and he’s doing his PhD in global policy. Um, his PhD dissertation, I think it’s, uh, I think it’s called While We Were Sleeping or As We Were Sleeping. And it’s about. Failures in. American and Israeli. Policy over many years that led to the, um, the Israeli attacks. Um, by the, by the Palestinians, uh, in the Gaza Strip. So he studied that, you know, the, these technology, but also, um, military failures, political, I guess, I mean, I’m saying failures. I mean, it’s an analysis of all these factors that, um, I think essentially his thesis is that that these factors led to, Uh, the attack So, very interesting. And his daughter is a pediatric oncologist in New York City. So Rob, our, uh, our marine friend, um, Semper Fi, very interesting guy. Uh, and I haven’t had a chance to talk to him since. This is all, this is all in one conversation at the gym, and I haven’t seen him since. But I, I know his dissertation defense is coming up, so I’ll, I’m, I’m obviously gonna ask him about it when, uh, when I see him. Very interesting. Rob, PhD Rob. And I don’t think anybody else in the gym knows. I’ve never heard him talk about it. Interesting when you talk to people, right? That is Tony’s take 2. Kate. I’m proud of you for socializing for once in the gym. Oh, thank you. Usually you’re making people angry by stealing their spot or what. Mrs. Blood and Soil, that’s Val. Yes, yes, you’re right, um. Yeah, I, I reached out, uh, like I said, it was, it was a little, it just felt awkward walking out with the guy who I’ve seen dozens of times in the gym. So I chatted him. Yes, I, I opened the conversation. Thank you very much for being proud. We’ve got Beauco butt loads more time. Here’s the rest of Be Human and Be Yourself for Best fundraising with Brad Tun. So tie that into today’s work around this, this is, must be an influence on your, your storytelling ability. What, what, what can you, what can we take from, That experience of yours and, and convey it into our storytelling. Yeah, I think it’s all about, yeah, it’s, it’s about being vulnerable. It’s about, uh, self-discovery. It’s about being OK with what I don’t control, um, and the unknown, uh, and what that allows me to do as a human being is to really just, lean in and engage with life. If it’s fundraising, if it’s personal relationships, if it’s business relationships. I don’t have a sense of fear in what if, what if this doesn’t work out? What if By doing this, I don’t get to do something else. There’s none of these things that truly come up anymore. We all have real life things, right? We all have real adversity, real trauma, real things that happen, and I’m not talking about those. What I’m talking about is the everyday, um, when I’m able to just show up as, as truly myself and understanding that things are gonna work out the way they should. As long as I’m truly me. And whatever is meant for me will happen. That, I think that’s where the real lesson is, is. I can’t force, I can’t force life. Like I have to live life on life’s terms. I can’t force things to happen. Um, I can work hard. I can, I can show up on time, right? I can. I mean, I, I can get myself together. I can, I can do these things, absolutely. Doesn’t mean I don’t grind, doesn’t mean I don’t have goals, right? Um, but there’s something beautiful about Just just letting, letting go and stop trying to fight so hard. I don’t know if that’s a good response or not to what you were asking, but that’s kind of where my mind went with it. Well, it’s personal, it’s, so it is very good. It’s very, it’s very instructive. Um, you know, controlling, one of the things of many you just said, you know, letting go of what you can’t control. You, yeah, you said earlier, you know, you can’t control whether the donor is gonna make their donor-advised fund contribution that you’re soliciting or take out their wallet or, you know, whatever. You can’t control that. What you can control is, How, well, yeah, how you, you know, how you come, how you present, everything we’ve, everything we’ve been talking about. You can, you can control your own. Your own self and, and in being, in being your own self and just presenting as authentic just coming as authentic. I don’t even want to say presenting. It makes it sound like a presentation. Just come as you are. Come as yourself. Just come. And if I, and if I share, and I could, I could level with you if, if I’m an MGO and, and you’re a, you’re a prospect, I can say, Tony, I, I don’t know if, if your why and what you believe in aligns with what we do in our story, but here’s why I thought it might. And like, I may be off base, like you’re, and it’s OK if you tell me that, but here’s why I, I, I thought it might, right? When you were talking earlier, you mentioned This and we’re trying to do that. Does that resonate like I can just. I can be curious. I don’t, I don’t know because I, I, I think, um, I keep reading too, Tony, and this may be a separate tangent, but I keep reading, you probably see some of the same things that I do where there’s a mindset somewhere in the corner of fundraising where that, that, that raising funds, uh, feels like begging. I keep seeing it and I’m like, I don’t, I don’t understand that. Like I. I, I don’t understand that mindset that like we’ve already lost if we feel like raising dollars is begging or asking for, yeah, that’s, that’s, that’s coming with, uh, with humbleness and, and almost a contrition. I’m sorry to have to ask. No, no, we, no, we ask confidently, we ask firmly, uh, we may get no’s, we do get no’s. You will get nos are great, by the way, nos are great. That’s fine. Now you know where you stand, as you said earlier, you know, the information is valuable, but, but we don’t, we don’t ask with, with, uh, sheepishly, sheepishly, awkwardly, so, you know, uh, quietly and, and, and contritely. No, no. All right. You’ve said a couple of times, curiosity, curiosity. I think you’re talking about curiosity about people. Just Yeah, jeez, that why this curiosity about people. How does this help a, a fundraiser? I, I, I, I think then I don’t make any assumptions, right? Um, I was talking to, um, A chief development officer of a, of a larger nonprofit, um, last week, and she was telling me a story about how they have different, uh, I was at a, uh, a school and this person had this potential major donor had an engineering background, right? All their degrees. These were in engineering, um, they were, uh, uh, uh, an alumnus of the engineering school and all that, and the person was on their wealth screening tools, like, this is a prime candidate to give a major gift to our engineering school, right? And they kept hitting this person with engineering. Uh, information and testimonies about the engineering school and they were building a new wing for it and this, that and the other, and they were getting no traction. Fast forward, they got a meeting with the guy. They walked into his house, uh, in person, and he’s got incredible artwork up, right, within his house, and they start asking about the artwork. Long story short, the guy was an engineer because his parents pretty much made him. He always wanted to be an artist. Um, and, uh, we’re able to get a large gift for the art portion of the school, right? Uh, so that, that’s what I mean about curiosity is not coming in with any assumptions. And, and when I take, when I detach, like I was talking about before, then I’m able to come with really no true agenda because I’m not focused on an outcome. I’m not focused on This is how this is gonna go. I can have my roadmap about how I run a meeting and what that looks like and what, what materials to bring and, and all of that. But I need to really unders like what makes you tick. And let the conversation go. The way it goes. And, and, and that’ll lend itself. I have a 2 year old right now, so I’m constantly reminded of what genuine curiosity is. Now I need to have better questions than why, why, why, why, but that’s helpful, you know, never satisfied. Right. I consider it, uh, almost a gift when I can meet somebody in their office or in their home. You’re surrounded by, by, um, artifacts as, uh, that, that, that reveal the person. Where, where did you catch that fish? Whose wedding is that photo from? Uh, you have a boat. Uh, where’s that home? Who are, are those your, are those your parents? Are those your grandchildren? What, what, oh, I see you went to Indiana University at Bloomington. What, what did you study there? You know, you’re surrounded by potential questions and, and that’s where curiosity. You know, it just becomes so, so valuable and it’s way more fun. Don’t we think that’s more fun than like all this structure and process, and I don’t know, maybe it’s just me because I’m not like a, I’m not a detail-oriented guy at my core. I have to really focus on, on, on a step by step process because I usually just figure out the temperature of the water after I jump in. Like that’s, that’s just, um, but I just find it, it’s much more fun way to live. Yeah, because you don’t know what you’re gonna learn. You don’t know. Yeah, yeah. Uh, yeah, it’s curiosity about people. Uh, that, that’s, that, that’s how you’ll learn about them, what motivates them, you know, like the engineer who’s, uh, who wanted to, really wanted to fund the arts. You got something else in your background that you are very open about. You’re very open about it on LinkedIn, uh, your own sobriety and recovery. How does that, how does that help your work? Oh my gosh, um, I’m, I’m, I’m grateful, you know, uh, my journey through sobriety has not been a linear one. I first got sober from alco I’m an alcoholic, uh, back in 2017. And uh my sobriety date now is January 26, 2024. So you can see, it’s not, it’s a, it’s been a journey of self-discovery, um, and we don’t know what we don’t know. Um, but it is the absolute focal point and foundation of my entire life. And when I speak to these things, I’m actually, I’m, I’m throwing some lingo out here without even realizing it when I, when I, when I say, you know, don’t, uh, let go of what we don’t control. Um, showing up vulnerable and, and human, it’s all centered in, um, in, in self-centered fear. It’s all centered in recovery and, and, and sobriety for me, are, are these lessons. I am so grateful. Uh, To be in recovery. I’m so grateful. And, and the reason for it, I, I’m pretty confident that I was the type of person without this disease of alcoholism. I was gonna live a fairly mediocre existence. I just, you know, I, I had some good times, some bad times. I was gonna kind of go through life, uh, like, like that, um, not, never truly engaging with my own life, never trying to reach my full potential or grow. It just, for whatever reason, um, but, but through all of this, What’s been such a, an incredible blessing is, is I know, I, when I wake up every day, I have two choices. One is to be the absolute best version of myself that I can possibly be. The other is to lose everything I have. That there’s no middle ground, uh, for, for a person in, in, in recovery, at least for me. There’s no middle ground. Um, I don’t, I don’t believe in the word maintenance or maintain. I think we’re either growing or dying. And if I’m not getting better or growing or, or learning something new every day, then I gotta be careful. Um, so yeah, that, that has been. I, I, I just see life completely differently now and to live a life without. Uh, fear of, fear of what you’re gonna think of me, fear of if I’m gonna get what I want. Are you gonna take what I have, um, all these things. Uh, and the universe has a beautiful way of, of attracting like-minded people to you. Once you start to live authentically, you just attract authentic people. It’s, it’s crazy, right? Was it the hip hop period in your life that, uh, brought you to the alcohol addiction? You know what, um, it’s a, it’s a great question. Looking back, you know, hindsight’s twenty-twenty. Um, it certainly did not help, um. What really did it for me was somewhere in my late 20s to early 30s, I developed um really debilitating anxiety, like real bad, panic attacks, the thought of like laundry to do would put me in the fetal position. It, it just and it’s hard to explain if you’ve never been there, but like, uh, mental health is very, very big to me, um, big deal. And I found out quickly that alcohol made that go away. It made it go away, took away the anxiousness, like just like that, and it became my best friend, um, until it didn’t. Until it didn’t, that didn’t last very long. Um, it’s a selfish, it’s a very selfish and demanding friend. Oh my gosh, it’s a jealous, jealous more, right? Yeah, um, and what I learned the hard way is that, you know, I was attempting to numb out anxiety or fear and, and, but you don’t get to pick what emotions you numb. So I was also numbing joy and happiness and presence and all of these things, um, and it was killing me fast, um. The gift of desperation. Um, I’m fortunate enough that I get to work with, with other people in recovery a lot. Um, it’s, it’s something that fills my cup. And I tell people all the time like. Uh, even if I could, I wouldn’t give you, I wouldn’t give you the gift of desperation. You gotta, you gotta get it yourself. You got, and, and because you have to experience that, um, I’m as hard-headed as they come. And uh throughout my journey, I thought I had it figured out. And I was doing so well that I created a life that was beyond my wildest dreams. I married the woman of my dreams, had a, we have a beautiful blended family, all of these things, but then I started, I started repeating some of the patterns. That I was doing when I had blamed it on my first marriage, my, uh, an environment that was, uh, tumultuous, like a, a career I didn’t want to be in, like all these things, and I’m like, it, it dawned on me that it was me. Um, and I was on the verge of losing everything that mattered to me, and that was it. That was it. No way out. None. And it was like, you just got to let go. Stop trying so hard. Uh, and ever since, it’s just been, it’s a beautiful thing. Yeah, I don’t know. Well, congratulations on where you are. Thanks. I appreciate it. You said it’s, you said it’s not linear, so I, I recognize that there are, there are struggles, maybe struggles every day, you know, I don’t, but congratulations on where you are and, and also just thank you for sharing that. Thank you. I appreciate the opportunity. Um, yeah, thank you. What amazes me about your, Brad, your, about your philosophy is, I mean, you work for a company, uh, called Instill. They’re Instill.io, Clearly a technology company, but you’re humanity forward. Yeah. Do you have any, any dissonance in the company? I love that question. And here’s the thing, it’s why I lean into it. Um, human is, we’ve been, we’ve been talking this whole time about to be human, right? How to be human, how to show up more human. And that’s in a world of AI, look, I use AI all day, every day, I use it all the time, uh, for work, for my grocery lists, for all kinds of stuff, right? So that I can show up more human to the human parts of my life, right? That’s what technology should do. It should fill some gaps where we need it. Take away admin, manual things that Anybody could be doing so that I have now the bandwidth, the tools, the insights to show up more human. That’s what it should. It should not replace. Any human connections. That’s why if you ever see me posting, if you ever see me commenting, if you ever get an email from me, if you ever get a text message from me, it is me. And I, there are so many tools out there that promise You know, Gold at the end of the rainbow, if you just automate all your workflows, please don’t do that. Please don’t do that. Please show up as yourself, please. Um, there’s plenty of other ways that, that technology can help you, but when you’re communicating with another human being, it should be you. So, is it, is it as simple as, you know, these, the tools that, that you use in the, in the ways that you use them, just give you greater time and, and, and bandwidth to, to be, to take the time to be present. With other, with other humans, is it, is that simple, or is there, is there you got it? No, I, I, I think that’s it. And, and maybe see things that I couldn’t see otherwise, right? Things that maybe would fall through the cracks. So not to like get too, um, into the weeds, but like if I have a, a, a portfolio of donors, um, if I don’t know what to go look for, I won’t find it, right? So if I can have things surface to me that I didn’t even know I needed. Like relationships between donors. Um, or the sentiment of that donor the last 2 or 3 times we’ve talked is going down. I need to nurture that relationship before it’s too late. These are the types of insights that where I can now be proactive. Instead of reactive. Because if, again, if I don’t know what to go look for, I can’t find it. So, you know, I’m staring at a spreadsheet. Who do I want to reach out to today? Well, it’s been 6 months since I gave Tony a phone call. I guess I’ll give it to him even though he gives every December. Why am I calling him? Like what, why? With what message? And, and, and I have to take all that time to think about those things before I do it. This is why we burn out, right? Is, is we’re just kind of, we’re wandering in the dark. Um, I guess that’s what I mean. All right. Let’s switch to LinkedIn Yeah. You would like, you’d like nonprofits to be doing a lot more with LinkedIn. You are very active there. It, it brought us together, uh, so there are downsides to the tool, obviously. That’s sorry for that. Putting those aside, putting that, that, that unfortunate, uh, relationship aside, no. What, what, what, what are we not, what are we not seeing in, in, in nonprofits, uh, capacity that, that we ought to be exploiting? So here’s, here’s the way I view LinkedIn. I view it as, um, a neighborhood or a coffee shop, right? And if I’m a nonprofit leader. Um, my donors or potential donors are sitting in this coffee shop and I can pull up a seat right at their table and it’s not rude or creepy, right? I can do that. So, um, I can get in the comments, I can, I can post about Things that my organization is doing and start to formulate my own neighborhood of who my prospects are, who my donors are, and we’re interacting all day every day. So when I go to make that phone call or that ask or that piece of outreach later in the year, they already know me, we’ve already had a warmed-up conversation, right? I am top of mind and It is blue ocean. No one else is doing this, right? No one is doing it, and, and you’ll see it out there. It’s, it’s. It’s flooded with salespeople. And, um, LinkedIn gurus and all the things that are worthwhile, but in the nonprofit space, I see very little of fundraising leaders out there. sharing their why and, and, and being personable and approachable. It’s one thing for me to have the organization’s page, right? Come to our, come to our gala, come to our event, and I’m, I’m reposting it, right? If, if I’m Brad, if I’m the development director of XYZ nonprofit. I should be speaking to and posting to the universe why I’m there, what, what brings me joy, what fills my cup, um, start to get in the comments of, if I have a donor database of 150 major donors, I need to find them on LinkedIn, follow them, connect with them, be in their comments, right? Find out who else is commenting on their stuff, right? And that’s how I do outreach. That’s how I build connection, and no one else is doing this, and it blows my mind. Um, I’ve been consistently on LinkedIn for, I mean, I’ve had an account for a long, long time, but every day for 8 months. OK. And I can’t tell you the number of relationships, and yes, business, I’ve drummed up, but more importantly than that, community and connection. It, it’s been, it’s been absolutely Incredible and added so much value to my life. You can share behind the scenes moments about the organization, reflect, share donor impact stories, right? Leader leaders posting with their own voice, so I can, I can be human. People will relate to that, right? I wanna know, um, I, I give to a handful of organizations here in Indiana, um, and I love a couple of them because the, um, the Chief Development Officer. Posts about um moving her kids into college, right? Or just, just messy everyday things. It is so awesome. And now I have an emotional connection to that organization. When that same person talks to me about having a difficult moment with their kid after school, and then 2 or 3 days later is reflecting on a donor story about their nonprofit and then going and making an ask for a campaign, I see the human. Um, anyway, I’ll, I’ll get off my soapbox, but I just think it’s untapped territory. Um, I think there’s fear in putting yourself out there, which I can understand, but it, it, it’ll come back to you tenfold. Yeah, you’re being vulnerable. Um, and I, I think a lot of what attracts people to you and, and, A community around you is because you are so, you, you are vulnerable, you are personal, you are intimate in a, a, a, a, a good number of your LinkedIn posts, which I’ve commented on and told you that I admire that. And I’m telling you now, I, I admire your vulnerability and, and it’s more than presence. I mean, it’s, it’s, it’s an intimacy. You, you, you do share, you, you share some intimate stuff. Well, uh, thank you. I appreciate that. Um, I think likewise, um, not just with the podcast, but, um, I appreciate your ability to, um, articulate, I think what a lot of people are thinking and feeling, but put it into words that makes it digestible for a lot of people, um, and you’re not shying away from things which I find so refreshing because We can pretend all day long, not just with fundraising, but I, I, we can act like everything is, is wonderful and, and great, and there’s so much good out there, but I think being constructive, um, and always wanting to improve and get better and pointing out maybe some deficiencies and things like that is so important and it opens up a dialogue. Um, so thank you for, for you doing that, uh, as well. All right. Follow us both on LinkedIn. Follow Brad first. Brad Tun, T O N. No, Tom. His name is Tom. It’s Tom or Brad. It’s Tom, very good. It’s Tom. You will not find me under Tom, but you’re welcome. I don’t know, I’m sure there’s a great Tom out there. Tom Tun. No, you won’t find that. No, uh, he’s Brad. He’s Brad Tun. Uh, Brad, you leave us with um. Uh, you, the, uh, I will typically say, you know, leave us with some inspiration, you know, take home moments. This has been like 50 minutes of inspiration. So, uh, but maybe it’s just something we haven’t, we haven’t talked about or you’d like to say a little more about that, that you didn’t. Leave us with something that We haven’t heard some, some, some, some, uh, some Brad, some Brad Real that we haven’t heard. Here’s what I’ll say, um, if you appreciate someone in your life. Uh, tell them. Tell them, um, thank them. I’m, uh, I’ve grown a cut, and, and you know what, it is, it’s awkward for about 5 seconds to pick up the phone for no reason. Especially if it’s someone when they see your name, they’re gonna think something’s wrong cause they don’t hear from you very often. It’s awkward for about 5 seconds, and then you’ll feel 10 ft tall. Um, so if someone means something to you, tell them. Brad Tunn You’ll find him, as I said, very active on LinkedIn. Follow him there. You’ll find the company Instill at instill.io. Thank you, Brad. I knew I was gonna love this. Uh, genuine pleasure. Thank you very much for sharing all this. The pleasure is mine. Thank you so much for having me, Tony. Next week, zero-click marketing. If you missed any part of this week’s show, I beseech you, find it at Tony Martignetti.com. Our creative producer is Claire Meyerhoff. I’m your associate producer Kate Martinetti. The show’s social media is by Susan Chavez. Mark Silverman is our web guy, and this music is by Scott Stein. Thank you for that affirmation, Scotty. Be with us next week for nonprofit radio. Big nonprofit ideas for the other 95%. Go out and be great.
Our Esteemed Contributors kick off 2026 to share what they’re looking out for in the New Year. We talk about increased hesitation around AI adoption; mitigating the risks of political, legal and PR attacks; your board’s role in protecting your nonprofit; increased collaborations between nonprofits; data protection; overcoming fears; and, a lot more. They’re Amy Sample Ward, our tech contributor and CEO of NTEN, and Gene Takagi, our legal contributor and principal attorney at NEO, the Nonprofit and Exempt Organizations Law Group.
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And welcome to Tony Martignetti Nonprofit Radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the pod father of your favorite hebdominal podcast. Happy New Year. We’ll have more to say about this. Coming up. Yes, excitement for next year. No, what am I saying? Excitement for this year. Well, it was next year when we’re recording, but it’s this year now. It’s this year, this year. Happy New Year for this year. And I’m glad you’re with us. You’d get slapped with a diagnosis you’d, you’d get slapped with a diagnosis of neoenophobia if you feared our New Year show. Here’s our not new. Well-seasoned associate producer, Kate, with what’s up this week. Hey Tony, happy New Year. Thank you. Would you call me well seasoned? Yeah. Got me. Here’s what’s up. 2026 outlook. Our esteemed contributors kick off 2026 to share what they’re looking out for in the new year. We talk about increased hesitation around AI adoption. Mitigating the risks of political, legal, and PR attacks, increased collaborations between nonprofits, data protection, overcoming fears, and a lot more. They are Amy Sample Ward, our tech contributor and CEO of N10, and Gene Takagi, our legal contributor and principal attorney at NEO, the nonprofit and exempt Organizations Law Group. On Tony’s take 2. I’m excited for 2026. Here is 2026 Outlook. It’s a genuine pleasure to welcome and say Happy New Year. To our two esteemed contributors to nonprofit radio. Amy Sample Ward is our technology contributor and the CEO of N10. They were awarded a 2023 Bosch Foundation fellowship, and their most recent co-authored book is The Tech That Comes Next about equity and inclusiveness in technology development. You’ll find them on Blue sky as Amy Sample Ward. Gene Takagi is our legal contributor and principal of NEO, the nonprofit and exempt organization’s law group in San Francisco. He edits that wildly popular nonprofit law blog.com. The firm is at neolawgroup.com and he’s at GTAC, as he has been for many, many years. Happy New Year. Welcome, Amy. Welcome, Gene. Happy New Year. Happy New Year. I really appreciate. The level of enthusiasm that you bring, Tony, and I will feed off of it to have a, have a smile on my face as we have this, what is likely very intense conversation about, uh, intense, yes, intense, but, uh, valuable, uh, and valuable, not but intense and valuable and informative. Uh, all right, I’m, I’m happy to spread, uh, enthusiasm. I hope, I’m glad it’s infectious. All right. Um, so we’re, we’re talking about the outlooks. You know, what, what are we, uh, anticipating, paying great attention to? Uh, in this new year 2026. Uh, Jean, let’s start with you. Uh, you’re, you’re concerned about, uh, risks to nonprofits in terms of our, our, uh, political. People, uh, I almost say foes, but a lot of our foes, but not all are foes. Political folks, uh, legal attacks, uh, the, the, the community, the sector, we’re still as we were in 2025, um, at risk, you believe. Yeah, amidst all the rainbows, lollipops, and roses that we should all celebrate, um, yeah, there are, there are a few troubling aspects of 2025 that will probably linger through 2026 and beyond that we have to think about. So, you know, I think, you know, just to start us off, it’s good to sort of take the risks into different buckets a little bit. Um, and so, you know, there are the legal risks, of course, and those of. Long been in existence and people and organizations can manage around that, but there are political risks now and a lot of what is coming out from the federal administration and those that support the federal administration are politically driven risks that line up with with the administration’s agenda so there’s that bucket of risks. Then there’s the whole public relations risk uh as we are kind of in in this um. Very polarized society and there are people taking sides and and various ways of attacking not just organizations but individuals within organizations and so you’ve got all of these areas of risks to think about and. I, you know, I, I think the overall goal where I’m hoping to continue to see those, you know, raindrop rainbows and lollipops and roses is just to, to be calm and, and sort of just say, hey, we’re all mission driven organizations. We know the game, um, it’s a changed playing field over the last year, but we still know what our goals are. We still know what our mission is. We still know what we need to do, and we’re going to keep trying to do it because that’s what we always do. And um just to keep our eyes open on that, yes, the playing field has changed. We’ve got risks to to to think about, um, but let’s look to. You know, sources like Tony Martignetti nonprofit Radio, so we can help manage those risks and stay calm and stay focused and and on task. All right, so Amy, Jean is. Helping, you know, wants us to be grounded, like, you know, grounded in our mission. Yeah. Uh, are, are you, uh, are you on board with that? Absolutely on board, um. You know, in December, I had the privilege and opportunity to be at a couple different gatherings, one focused on cybersecurity, one focused on a regional gathering of, of nonprofits, so all across different mission areas and Two conversations from those spaces kind of carrying into our new year outlook here and, and maybe this idea of being grounded, is that I think there’s, when it feels like every single thing needs work and every single thing is hard, it’s so Easy to be overwhelmed and be like, OK, well, it’s not even worth doing anything on security unless we can do everything. And that’s just not the case, right? Being grounded in that same feeling of, as Gane said, like, we know what our work is, we know what our mission is, is bring that same attitude to all of these pieces of technology and data and security that might be on your list, might be things you know you need to work on is. Doing one of those things is better doing, doing none of those things. And just as much as you know your mission, and so you’re not going to get distracted by the politicization of every single one of our missions right now, you’re gonna stay focused. I think that’s the perfect framing for making these decisions around technology or security or data. You know your mission. And if your community, your constituents, your service recipients are not safe to receive those services from you, then you’re not able to meet your mission. So if you have to make a decision about, should we collect this data? Should we store it over here? Should we have a web form for this, you can go back to that frame and say, Would this form make our community members unsafe? If so, how do we get rid of the form, right? OK, our funder requires that we report the number of people in our services that are in the county, because the county is our funder, right? Great. You can collect if someone is in the county, you don’t have to store that check box or their home address in their profile in your database, right? That, that data can live in different places and that protects those community members. If you ever had A subpoena or a request for that data, right? So if you can come back to this, we do know our mission. We are not being distracted from it, and we are going to keep our people safe. It really is, I think, a strong Impractical for every single staff person, not just someone on a, on a technology team to make a choice about technology systems or, you know, how you’re implementing data. That’s one bit of grounding I wanted to offer. OK, let me, let, before you go to your next, that is, it’s, it’s very consistent with the last time you were on. Which was like, uh, I don’t know, September or October of last year. And, you know, you take one step at a time. It’s better to do one step than to do no step. It’s better to take one thing than, than ignore all three because they all seem so big. And, and what we’re really adding is, and I think this is also consistent with the last time we, the three of us were together, you know, it’s not only our mission that grounds us, but now we’re, you know, we’re, we’re, we’re more focused than, We were in 2024 on protecting those, uh, on our team, uh, those, those we’re helping, those getting our services. I mean, that, it’s not that we ignored that in the past, but it, it’s a, it’s a greater area of focus now, you know, protection around data, technology, security, protection of those folks is, is just more of a focus. So I, you know, it’s, it’s like you have this through line, you know, it’s still you’re consistent. Yes, totally. I appreciate you naming that. The other piece I wanted to carry forward from these recent conversations I had at, at these conferences are folks were, you know, I may be talking about data privacy and, and how vulnerable data is in our organizations. And folks said, OK, well, so what’s our, what, how do we change our policies for these next 3 years. And I just do not think that is the approach I would ever recommend. I think it is, how do you improve your policies forever? Why would you ever want to say that your data is knowingly more vulnerable, right? Um, and I also think that you’re going to have far less staff fidelity to Your policies if you present them as a temporarily changed policy and then we’re gonna change them back we’re like how am I going to remember? I’m just going to do the one I know, right? And then in 2029 we’re going to become what we’re less secure. We’re gonna, we’re going to go back to our less secure policies, right, because this is, I really think not a matter of. Who is in office in any level of office or anything in a beautiful, equitable world that I know we’re all here to build. I would want my data completely under my control, no matter where it is, right? So why would I say, well, until we get there, let’s go ahead and have these really bad data policies, right? No, let’s, let’s build those policies now and, and manage them, train staff around them, and build the confidence in our constituents that if you share data with us, Oh my gosh, like we are protecting it at all costs. We are making sure that program history or service recipient, you know, access is anonymized away from your address or or your demographics, right? Like we’re, we’re really protecting you if your data is with us. That should always be trust that you want to be building, right? So as people are, are Maybe building some of these data retention or or um data cleaning policies for the first time, or updating them because of these more urgent uh priorities, really don’t think of it as a, as a, we’re just gonna do this right now. Like this, this is building your policies towards the world you want them to be, and as strong and safe as they can be. Yeah, 100% on what Amy is saying, and, and I, I’ll just add that, you know, I, I neglected to talk about financial risks as well. And where it comes to Amy’s point is. The stuff that you need to do requires an investment, and this is at a time when a lot of nonprofits are very resource constrained. A lot of grants have been pulled. A lot of funders are deciding to get more conservative at this point where we hope that they would actually step up. But not everybody is. There are some like notable exceptions out there, uh, but, um, we need more funders and we need more advocacy for those funders as well. But in light of those resource cons you know, sort of constraints, nonprofits have to make really difficult decisions of saying, and, and I’ll just put it bluntly, we may not be able to. Give the same level of service and support to our beneficiaries now, but we need to do that so we can protect them in the future. We need to protect our mission. We need to protect our our team so we don’t lose everybody. We need to protect their safety and make them feel comfortable. We need to protect the whole infrastructure. And support system so we just don’t vanish, uh, which would hurt our beneficiaries much more. But those are difficult decisions because that may mean pulling back on some of the services you can give or not expanding or even contracting who you can help. So really tough decisions. I don’t want to make light of that at all, um, but these decisions have to be made, um, otherwise there are some really, really sort of. Um, bad places that the organization can go at the detriment of the mission, which is why the organization exists in the first place. I want to build on something that that Jean’s talking about here and connect back to, I think. Previous times when the three of us have talked together, you know, also talked about the board’s role in all of this. And I think this financial piece Jean’s bringing up often gets to be the front and center piece of board conversations, right? The finance, our fiscal, uh, fiduciary duty and, you know, making sure that the organization is financially stable or able to move forward. But in that same way, I think our duty of care as board members requires that not that board members are Taking action and logging into this database. Like, I don’t think board members need access to your technology systems, but board members should absolutely be asking, what is our data retention policy? I want to be sure I understand it as a board member and I understand the risk of our constituents based on what our data retention policy is. And I want to know that staff are implementing it and deleting records when they should be deleting them, right? I want to know that we have a staff cybersecurity plan that staff know what to do if You showed up to work and nobody could log into their email because your account had been taken over, right? Would staff know what to do? Again, board members don’t need to be doing anything in it. They don’t need to be deciding all these things. But if you are a board member, or if you’re a staff person who staffs the board, these Might feel like technology conversations, but the board should know them and should be able to say with confidence, they know what’s happening with data, with security in, in the organization systems, just the same way that maybe they, they really ask hard questions around financials. Financials or human resources, you know, do we have a non-discrimination policy, you know, how are we protecting, uh, preserving people’s workplace, you know, equity, etc. Yeah, yeah, it’s good. Thank you for reminding us of the board’s role, um. Gene, you, you, you, you talk to a lot of boards, Gene. What, what, what do you, uh, what are you hearing from, from those key volunteers? Well, I, I, I’m hearing, um. You know, quite a bit of concern in some cases, you know, fear about whether their organizations need to scrub their websites, whether they need to change their programs, whether they need to stand up and double down on their messaging, whether they can include things like DEI or abortion in their name or mission. Whether they need to change how they report things on their Form 990s. Um, so all sorts of things that that boards are considering right now, um, and just to add on Amy’s point and, and, um. All of those decisions are so important for the board, but getting back to the financial piece, what boards can do is say, yes, you know, the financial sort of um governance is part of our job, but we also need to think about how the financials are going to support. This other stuff that we do, it’s not just about supporting our beneficiaries for right now. It’s about are we setting up systems to protect our beneficiaries from things they may not even be thinking about, but all of their privacy data, like all of that. That takes an investment to have a data retention plan and and sort of implement it and enforce it. That takes some work, and that takes HR time so just making sure that the board is down with it, that maybe you can’t quite do things just the same way you have been and you can’t go back to Amy’s point, um, you’re going to do things moving forward. In a stronger, healthier way, but maybe you’re going to have to do less of that while the money, you know, situation has contracted. So those are the tough decisions that that a lot of organizations are facing, and some won’t make it. Some, some, you know, you know, with the collapse in funding in the political and legal environment right now, there are some organizations that definitely won’t make it. But how does their mission go on? How do they make, you know, take advantage of. Others to be able to continue to provide services for their beneficiaries even if the organization itself doesn’t exist. Those are things boards need to be thinking about if they are kind of in that zone of insolvency right now. They’ve got to really be thinking very strongly about protecting their beneficiaries and advancing their mission even beyond the organization. I, I have sort of a poignant story. That, uh, happened to me last month and, uh, we’re talking about boards and Gene mentioned, well, you both mentioned equity and, you know, Um, and I only told the story. Yeah, I can anonymize it. I only told the story to one person. I told it to my wife. That’s it. But I, I think it’s instructive and cause I, you know, I didn’t tell anybody else because I, it’s not. Uh, a story that like I’m looking for like self, you know, I’m trying to self-aggrandize or something, but. It was a client, I, I was at a client, I was away in another state. I traveled to a client board meeting to present about planned giving, and I went to a terrific, uh, social the night before the board meeting, met all the board members informally over drinks and apps, you know, it was lovely. Um, I did some training that afternoon, again, the day before the board meeting with the staff. It was fun. It was like 87 or 8 of us. It was fun and, you know, I try to have fun trainings. Um, And then the board meeting came the next day, 9 o’clock in the morning. And they went through a bunch of, uh, agenda items, votes, votes, all unanimous, all unanimous, you know, it was sort of pro forma votes. Uh, they were approved the, the, yeah, and some of the things that, that, you know, uh, uh, approve this transfer for a scholarship, etc. And then came the, and then came the, um, then came a. Uh, a bylaws vote. And um they have a, they had. A sentence in there. Bylaws that said that the, uh, it was either the board or the board, um, What’s it called with the recruiting, the, the recruiting, the recruiting committee. What, what’s the, uh, you know, the, yeah, no, but nominating committee. It was either the board or the, thank you, it was either the board or the nominating committee will make best efforts to ensure that the board, uh, is non non-discriminatory, uh, not is equitable, and, you know, they would make best efforts to. Have a, um, a diverse, have a diverse board, that’s the word, OK, have a diverse board in terms of, and then they mentioned a bunch of characteristics, you know, gender and, um, income and age and location and things like that. And the vote was to eliminate that sentence, that single sentence from their bylaws, because the, they believed it’s now contrary to federal law. I don’t know whether that’s true or not, but. That’s, that was the explanation. And I, I, I can, I, I’ll never forget seeing that sentence. I mean, it was, it was the bylaws page was projected on the, on the screen so everybody could see it. And there were two remote board members at the meeting, but you know, the vast majority of the board was in person. But it’s up on the screen and it’s highlighted in yellow and it’s struck through, strike-through font, you know, that sentence about ensuring diversity on the board. Highlighted in yellow and struck through. This was not pro forma and it did have a fair number of comments. Only one board member spoke in opposition to the To the, to the, to the, uh, motion. Um, and I couldn’t see that person. They were, they were one of the two that was, uh, virtual. So it passed. It passed unanimously. Even, even the board member who spoke in opposition, that person either, well, they might not have voted. Either they didn’t vote or they, they voted for the the motion. I hope they voted again, they, I hope they didn’t vote, but they didn’t vote against it because there were no no votes. So it passed as far as I could tell unanimously. And I was just, I was struck as they were having this conversation. I, like, my head was in my, my, my palms and I was, my heart was pounding. And I was, I was just thinking, you know, if this is, if this is what they’re gonna do, it’s going this way. And then it did happen and. I thought, you know, this is like, this is a, this is a horrific moment. If I don’t, if I don’t do so, if I don’t stand up, then I’m acquiescing in this vote. And um, I got up and I just quietly, I walked over to the person who was my primary contact at the, at the organization, and he was actually leading the meeting too, uh, as the, as the staff person leading the meeting. I mean, the, the board chair led the meeting, but he was the staff person sitting right next to them. And I just, I went over and I whispered, uh, you know, in light of this vote, I, I can’t work with you anymore, and I, I wish you the best, uh, uh, for your plan giving program, but, uh, I can’t be with you anymore. And I shook his hand and I, And then I quietly exited. I didn’t say anything to the whole room. There’s no ground speech, no grandiose thing. I just whispered this to him. I mean, it was obvious. I was the one person in the room standing up now after this vote had just passed. Um, and then I said the same thing to another person who I had worked closely with for the 5 or so months that we were working together. I said the same thing to that, that, that person, and then I just quietly walked out of the room. You know, so we, we. It’s, and I sent them, I owe them money. I sent them a refund check for the balance of the retainer that they had paid me, that, that I hadn’t earned. You know, so I, I just, you know, you, you cannot, I, I, you cannot be witness to this. I mean, uh, maybe I’m a hypocrite, but do I check every board’s, every nonprofit’s bylaws to look for an equity and diversity statement in their bylaws? No, I don’t do that. I don’t. I don’t. But when it was, it was right there smacking me in the face to vote. Uh, uh, so I, I couldn’t, you know, I just couldn’t continue and that was, that was it. So I don’t know, uh, what’s the value of the story? I, I think we, we have to take a stand, you know, make a stand. Again, maybe I’m a hypocrite because I don’t check this for all the clients that I work with. I don’t. But when you’re smacked in the face with the, the, the elimination of the, the diversity initiative on the board. You know, I just think, I mean, that was just a, it was too far. And so we all have our boundaries, we all have our lines. That this is not a prescription for anybody else’s, but if you feel that something is not right, I mean, you have to, you have to, in your quiet way or make loud way, you do it any way you want. Um, in your way. You have to, you have to object. Mhm. Yeah, I appreciate that story so much, Tony. I, I, I hope individual board members can kind of take that, uh, as an example. Uh, I’ll let you know that I’m not so put off with. The sentence and the bylaws, which is a rare one to see, um, very few organizations would have it, but as, as you said, when you vote to eliminate it. There’s like one of two reasons. One is fear, and I think that was probably misplaced fear because a statement of of exercising good faith and best efforts to have a diverse board, there’s nothing illegal about that. It’s the rhetoric that’s coming that’s scary and media misrepresentation is not. Maybe not intentional in some cases, but just summarizing more nuanced language that sometimes comes out of government agencies or even the executive orders that are summarized in simplistic ways that make it sound like everything. Like DEI related is illegal, but it’s not illegal, illegal diversity is for you and I talked about maybe Amy, you were with us, illegal diversity, but that doesn’t make all diversity illegal and certainly not that bylaws provision, but if it’s not fear, then it is throwing out perhaps what many believe to be a core value of the organization and that is a reason for somebody who’s very, you know. Tied to that value and I appreciate, you know, that, that you are, Tony, that, you know, well, I, I hope some board, you know, I hope some of the board, I mean, there was the one board member who spoke in opposition. You know, I, to me, uh, you know, I would resign that board. I would resign that seat. Or educate that board to understand that if it was fear based that it was misplaced fear like and get back and in touch with their values so that their values and mission driven, not just purely like the statement in our in our. Uh, our 990 mission statement controls everything that we do. It’s our values and the fundamental value that I think every charitable nonprofit has is to preserve the dignity of the individuals that they benefit and that work for them and you know preserve the dignity of everybody involved. We don’t just serve food in a in a. A trough and say you know this is the way we can maximize the amount of food that we can get out to people, that’s ridiculous. Dignity is at the core of every organization’s values that that I would believe in anyway and if you’re throwing that out, you know, I understand why a board member particularly should walk away from that. It’s time for Tony’s take 2. Thank you, Kate. I am indeed excited for 2026. 1st, it looks like we’re going to have a new sponsor coming shortly. Uh, could still fall through. You never know, you know, like the ink is not on the, the signature is not on the agreement, but it looks very promising. We’ll leave it at that. If they don’t come through, the show is canceled. No, of course, we continue without sponsorship, no sponsorship. I mean, uh, we’re grateful for sponsors, but without them, of course, the show continues. We haven’t had a sponsor all of 2025. Uh, ended, uh, the sponsorship there ended in like March or something. So February, March, so that was Donor Box. So, um, yeah, let’s see what happens. Looks promising. And I am publishing a book this year. September, September is gonna be the publication of my book. Here’s the title. Planned giving accelerated. Finally, someone wrote a cut through the shit, no nonsense, practical step by step guide to launch long-term legacy fundraising at your small to mid-size nonprofit. Simply in one week, and you start with bequests. The title may be longer than the book. That’s OK. You’re gonna be hearing more about this. It’s, uh, I, I think that’s a pretty self-explanatory title. If you were able to stay with it. You know, if you got distracted, it’s easy to get distracted in the middle of the title. You might not have heard the, been conscious of or, you know, actively been listening to the entire title, um, but you, you should have gleaned out of that. Like the title is so long, it needs a takeaway. Uh, the takeaway from the title is that, uh, it’s about launching planned giving at small and mid-size nonprofits. There you go. And I will, of course, be talking more about it. Again, September is the publication date. Uh, I’ll have some, some, um, Early release info for, for listeners, of course, um, discounts on, uh, advanced sales and stuff like that. So you’ll, you’ll be hearing about this through the year. So yeah, so I’m excited for 2026 for a potential new sponsor and a definite new planned giving book. And that’s Tony’s take too. Oh, and Happy New Year again. How come we, we can’t say it enough times because, uh, you know, because I’ll, this, this, this will offset all the holidays that I forget about until the following week. Uh, I forget, the associate producer doesn’t remind me, and, uh, they go unnamed until the following week, which is, is bad. So, multiple Happy New Year’s as, uh, offsetting to the late holidays that the late holiday. Announcements that will come undoubtedly throughout the year. Happy New Year. That is Tony’s take 2. Kate, Happy New Year to you too, Uncle Tony, but also congratulations on your new book, or about to be a new book. About to be 9 months, but it’s coming. Yeah, thank you. It’s, uh, it’s on its way. Thank you very much. Uh, and it was very good to see you over Christmas, you and the family in New Jersey. That was great fun, great fun for several days. Because I’m not a new associate producer, am I safe to assume that I will get a signed copy of this book? Uh, with your payment, yeah, absolutely. If I buy the book, you’ll sign it. Of course, I will. Yeah. It’ll be available for you as, uh, as it will for, uh, millions of others, uh, on Amazon and Barnes and Noble and wherever, wherever fine books are sold. OK, guys, I will be auctioning off a signed book by Tony Martignetti on my Facebook. What a, what an exploitative capitalist. You’re gonna, you’re gonna, I don’t know how much more that’s gonna be worth. Uh, it might actually detract from the value. Oh, because it’s tampered with having my, it’s tampered, right? It’s, it’s, it’s, it’s defaced. It’s, it’s defoliated. It’s spoiled. It’s jaded. It’s cashed. It’s spent. Those are all good words. I don’t know if they all quite fit the meaning, but it’s all close enough. All right. We’ve got Bu but loads more time. Here’s the rest of 2026 Outlook with Amy Sample Ward and Jean Takagi. I really appreciate, well, Tony, you sharing this story and, and taking action. I do want to absolve you of any obligatory guilt, as you’ve named, you know, well, I don’t go and check all these things. There’s no way in our human capacity. We only have so many Beyonce hours in the day, right? So like you, you, it is not reasonable to expect that you’ve had access to or the time to find information on every, every single organization that maybe you give advice to because you also just give advice to people even if they weren’t a paid client, you know, and so that that’s not a reasonable expectation for any of us. And as you said, When the opportunity to stand by your morals and values came up, you did stand by them, right? It’s not, OK, well, I guess you should have, that’s disqualified until you go back in your history and you double check every client you’ve ever had. That’s, that, that’s not reasonable, right? When the opportunity was there, you, you took action. And I appreciate Jean, you bringing up. Uh, values and Helping folks think about that, while also in that same sentence talking about fear because we, we know from both a nonprofit like marketing and advocacy perspective, but also a political advocacy perspective. Fear is so influential because people become immobilized and irrational when they have fear, right? And that’s why fear is the operating model of the last 12 months, because it, it’s so much easier to influence scared people, um, than it is thoughtful, powerful, calm people. Right? And so, if we can use Tony’s story to say that maybe there’s a conversation in your organization, whether it’s with your board or with your, your staff or both, and maybe, and hopefully it’s not the same as Tony’s story, and you’re thinking about, you know, eliminating a sentence like that or, or doing something similar. Whatever it is, I think part of Operating differently right now as it has been in 2025, but will continue in 2026, is not believing that anything is so urgent, you have to operate in fear. That you can take the 30 seconds to walk away from your machine. To take a deep breath and to say, OK, what, what’s actually important as I deal with this potentially phishing attack, or deal with this funder who’s just sent us another decline, or, you know, whatever type of fear-inducing scary message you’re getting or, or conversation you’re about to have. There is no reason you can’t take 10 seconds for that breath to ensure that you’re not operating in fear, because you’re just, you’re not going to serve your mission, you’re not going to serve yourself, you’re not going to serve your community, especially if all of us are operating in fear. The more of us who can take that breath before we make a choice, or take a vote, or make a proposal. that’s going to add up to a lot more calm, confident choices than irrational, scared choices, you know. And, and a big part of that is why the, that’s a big reason why the community needs to stand together. Because that will help, that helps reduce fear. But we know that we’re not alone, we’re not isolated. You know, uh, that everybody’s taking a breath before we come back to this decision. Yeah, and regardless of what your mission is, I mean, I wouldn’t care if it was, I’m not a big supporter of guns, but, but I wouldn’t care if it was the National Rifle Association. I would stand up for their right to exist as much as I did for the Corporation for Public Broadcasting, um, and, and Plan, and Planned Parenthood. Yeah, you know, I don’t care what the mission is. It’s, it’s, it’s, it’s the right to exist and, and the community is so much stronger when it is united, united. And, you know, I think we saw that in the, um, The whole GoFundMe chaos week in, it was October. Uh, the community came together, this beautiful diverse community came together and said, this is too far. You know, this is corporate greed. It’s, it’s overreaching. We don’t know where our data, who gets the data. We, we, we don’t like the fees. And, uh, uh, you know, it played for me, largely, and a lot of people played out on LinkedIn. That’s where I was posting about it and others were as well. And, and, and our big diverse community came together and spoke with one voice. And. They removed the pages or they de-accession the, you know, whether they, they did, they deactivated the pages, they didn’t remove them. The, the 1.4 million that GoFundMe created. So, you know, there was an, uh, an instance of the community coming together in a united voice saying this is wrong. And I would say it took too long for GoFundMe to react, but I wouldn’t say it was too little, too late. It was just too late. They actually did what we asked. They just did it several days later, but they did come around and, and I think that was a, that was a. Uh, a, a big, a big win. Uh, it was, it was something that the community should, should celebrate that we came together around that. Mhm. Yeah. And carry that energy through the rest of the year, you know, I really, I think from the start of 2025 to the end of 2025, there was such a notable and noticeable, and to me, very welcome, even if late. Uh, shift in the sector of saying, oh, we don’t maybe just want to click accept on every single one of these AI tools. Oh, maybe we don’t just want to enable every one of these AI products to suck up all of our data. Like, people actually really came around this year from, oh my gosh, adopted as quickly as possible, which had been carried over from 2024 into, hey, I want to read these terms before we actually use this tool. And I, I hope like that same momentum of If it’s, if it’s bad for you, it’s bad for all of us around GoFundMe, carries forward into folks collectively across the sector saying, hey, unless our data is actually private, which I can tell you, like, it’s not. We’re not using the tool and, and we use our voice, not just. Locally, but also through not having those accounts, right? Our adoption and participation in technology is actually more influential than any money we put at it because as a sector, there’s also lots of programs to give us free access, whatever, right? And so just not adopting some of these tools until they can meet the needs, like we said at the very beginning of this conversation of keeping our mission and our constituents safe and that data safe. I think We, we have nothing to lose in, in saying we demand that before we’re going to use these products. And Amy, clearly artificial intelligence is something to keep an eye on in 2026. It’s, it’s, it’s only accelerating. Uh, are you, are you seeing, so you’re, you’re, you’re seeing greater skepticism now than, than you were earlier in 20 early 2025-ish. Yeah, for sure, more skepticism and also. You know, not that it is or is not skepticism, but it’s just a separate kind of space where organizations are saying, you know, I, I want to know what’s going to happen before we do this. And I think that It isn’t worth adopting at all costs. Like, if we have a bunch of data on folks receiving You know, refugee status, services and and entry. It’s not worth the risk to say that our staff are going to use some AI tool to help them write messages to those people, right? Like, it’s not worth it. And how, and, and again, it’s not because I think there’s a lot of folks across the sector who would identify as a, as a quote unquote AI expert, and I don’t, I don’t believe there are any, but it’s not because people feel they have expertise at the technical level. I think it’s because there’s been enough education and kind of those calm, let’s take a breath and think about this moments where across the sector, folks are saying, Huh, I don’t think this is serving us. And I think there’s something in this that is gonna, we’re gonna have to be accountable, and these platforms are not, and that’s giving me some pause, you know, back to, to board and risk and all of those pieces that Gene’s already outlined. AI is really, I think, prompting folks to say, We just need to have a little bit more information because this is on us if we, if we put the data in there. That’s very gratifying to hear. I, I think that’s enormously healthy. Yeah. And, and, and it goes to what Gene was saying, you know, grounded in the mission. I mean, let’s take a pause and let’s make sure that we are focusing on what is important to us, and that includes in evaluating whether this Not so new, but, but very shiny object really, uh, suits us. Or, or, or does it not? And it’s decision making again from the leaders, not necessarily the board here, but from the leadership of the organization of this AI tool can make things a lot more convenient. You can do a lot with this AI tool, but on the other hand, Many of the leaders of the biggest AI companies now and like the head of the former head of NASDAQ has said AI is an existential threat to human existence that I didn’t, I didn’t hear that. OK, that has got to weigh in to say, well, maybe we need some guardrails here and if the nonprofit sector is not identifying those. The for-profit sector is probably not going to do that. So like this is like really key for organizations to start to think about convenience on one hand, existential threat on the other hand. Where do we stand on our values here? You know, how are our beneficiaries going to ultimately be helped by saving a few minutes each day by using AI tools where we’re just checking the box, agreeing to give up all of our privacy rights to it, and not even know what we’re doing. Um, so really important just to weave together some of the earlier points with this and not as a super scary alarm bell, but I do think that a number of organizations don’t realize that the amount of your data, content writ large are in systems. Held on servers owned by companies that don’t even have to disclose to you that they got a subpoena to turn over your data. And then you think about AI facilitating that extraction. Automatically and rapidly, you know, as far as us thinking about keeping our people safe and really protecting that data. It’s, it is. Kind of like a web and not just, you know, a, a circle that you’re that you’re operating in, because again, you’re thinking about that data in your database, but is your database stored through a vendor that Again, they have a policy, the government could just send the subpoena to them, and they don’t even have to disclose to you that they’re sharing the data out of it, right? So, really, if we’re doing resolutions, 2026 is maybe like truly read the user agreements on the tools that you have, so that you know to what degree you even can contain the data or the impact or or where it’s going. As we’re recording this as well, you know, news came out from the federal administration that there’s a plan to require tourists to give up their rights to their social media posts, to have them reviewed on entry for 5 years, and also have to give up all of the names and contact information of their relatives, including their children as a condition. To be able to enter into the country. Damn, I didn’t hear. I didn’t, I heard about the social media. I didn’t hear about you have to give up all your relatives, relatives part of the same to come visit here. So this is still planned. This is not, so it could be rhetoric and you know, the tourism industry certainly as the World Cup is coming, is certainly going to be alarmed by this. So maybe this is a case where the for-profit sector. We’ll push back on it, but can you think about how AI would be integrated in with such an order and what a nightmare scenario this would be? I don’t know if anybody’s watching Pluribus. Um, there’s this television series on right now where, um, It speaks a little bit to kind of like ultimate threats of where this could lead to, um, and again, not to, not to be an alarmist too much, um, but there are lessons to be learned, uh, from extreme situations and say, well, let’s not go down that road, let’s go down this more beautiful road instead. Damn, but That, uh, uh, it seems, it, it seems not infeasible, but, uh, it seems on such a scale like we have, we have, well, that’s why you have to use AI to do it and yeah, uh, we have tens of millions of visitors to this country, maybe it’s 100, I don’t know, tens of millions of visitors to this country each year. All those re all their relatives and that, that they give it, it’s encompassing everybody in the world. Tens of millions of people times we all have like 3 or 4 family members at least. Uh, we all have parents. Uh, I don’t know. Uh, OK. It seems like at a scale, it’s just, I don’t know, it sounds like Stephen Miller didn’t think through. That, uh, that initiative. I had heard about the social media part. I didn’t know about the relatives, giving up the relatives to come, to come visit for a, uh, uh, uh, go to a, A week in the Pacific Northwest with your family. See, I picked Oregon. I picked the Pacific Northwest. I didn’t say no, you go to New York City for a week. I didn’t even say go to San, I didn’t even say go to San Francisco for a week. Both of which are fine destinations, but I chose the Pacific Northwest. All right. Can I bring us back to data as I always do. Um, but something that I, I know Gene spoke of very briefly earlier, and I think is maybe prepared to speak on more, um, and that we did talk a little bit about when we, when the three of us previously met a couple of months ago, but Part of this contraction in the, in the sector, organizations losing funding or, or feeling unable to operate or being attacked and, and closing, you know, there’s all different reasons, but there are continuing to be organizations that, that close. And a piece of that from N10 side of things where we’re looking at the technology and the data is what it means for Program effectiveness, to know that these models did work, even though that organization is closed now. To know what data that organization had been seen in that county where they provided those services. And now that data is gone to, to again, say what was the level of need in our county before, right? And that’s not to say that I think You know, everybody should just sell or turn over or give away a bunch of data about people. But I do think that as organizations are thinking about dissolving or closing, or kind of letting go of their own independent organization and becoming a program of another organization or something that What to do with, with the data, not just constituent data, but like, your impact data, the proof that your programs were effective. All of those different pieces, I hope can be part of those planning scenarios so that we could say, OK, well, we’re closing and we work on housing in Clackamas County. There’s another housing organization. Again, we’re not turning over people’s names and addresses, but could we at least transition data that shows These types of programs have these types of effectiveness so that they continue the work and, and that we don’t lose on the knowledge that is ours as the community members in that county, that is our knowledge. That’s our data. And if an organization closes and deletes the, right, then it’s gone. And, and really thinking about that as a public good, that there can be places where we continue to hold that. Story of your work, but also the kind of impact evaluation program data anonymized and whatever, but I’m, I’m really seeing already the impacts of losing that information in communities. Yeah, that’s terrible. Uh, I mean, what a loss of, uh, of institutional knowledge and community. Yeah, you’re right. The data is of and for the community, right? How would we as community members advocate if we can’t point to the data that said these were services we used, you know. That’s where the boards need to come in as well. So if you let your sort of organization operate till its very last dollar and. There’s nothing left to sort of. Create that transition because there is a cost to this. You need people to help you sort the data, get it over, move it, transfer it, protect the private information. Like this all takes time. You can’t do this when you’re on your last week of operating funds, right? You have to make sure you’re paying your staff. You can’t tell them at the end of the day, oh, we ran out of money so we can’t pay you. And there are all sorts of additional problems that would happen there too, but Organizations at this time, there’s so many that that are kind of in this zone of insolvency right now that hard decisions need to be made. And so that’s kind of just another big thing. The other thing I wanted to get across really quick, Tony, is just because we started with risk mitigation. I think I threw us down different rabbit holes. But do the easy stuff. Make sure your filings are in on time, like document your board minutes, you know, um, your meeting minutes, um, make sure that you have them. If you’re doing stuff that you’re not quite sure could lead into issues, explain before anybody has audited you why you’re doing something for charitable purposes, why you’re doing this for your mission, so somebody’s not later accusing you of, yeah, you’re funding this illegal sort of demonstration and you’ve intentionally funded trespassing and all of these other violations. You know, if you have it in your file that goes, this is what we were funding. You know, a peaceful protest, that’s, you know, if you have those in your books, audits and things go by so much easier and it’s not a regulator going, you just made that up because we asked for it. No, it was already in your file. So just a quick few steps on risk mitigation. Yeah, that, that brings together all the, I mean, all the areas you talked about, uh, at the opening, Jean, you know, political, legal, financial, public relations. And they all, they all spin out of 11 of the, one of the four can lead to all four being, A, a crisis at the same time. You know, something political has legal implications, which gives you bad press and your donations stop, and there’s, there’s all 4, you know, all 4 implicated. Um Do you wanna, do you wanna talk, we have, we have some more time, Gene. Do you wanna, you wanna talk more about these, uh, you know, uh, collaborations on the positive end. Acquisitions maybe on the, on the other, on the opposite end and maybe mergers in the middle. You know, and, well, closing, closings would be at the, the, the closing like to your last dollar. That’s the, that’s the bad end of the spectrum, and then, and then it continues from there. I’m sorry, Amy, please, and I just wanted to add to your kind of Spectrum of scenarios that genes may be offering some insight to at N10, we continue to get phone calls from folks who aren’t necessarily identifying one of those scenarios. They don’t even know what scenario they would look at. And they’re, they’re calling because they’re like, we’ve been put on a list. What are we supposed to do? Like we didn’t, we didn’t do anything to get put on this list, but now we’re on this public list and I’ve of course given them the technology side advice, um, but I’m curious, again, yes, those scenarios Tony outlined, but also people that don’t even know if they’re facing one of those scenarios, because they’re really just coming to this as Well, now our organization is being targeted. We we’ve been put on a list. What are we supposed to do? Yeah, it’s, it’s great. It’s a great question, right? And there are all sorts of lists that are out there, but ultimately, you know, at the end of the day, there are probably only a few 100 organizations out of 1.9 million that are on some list that has got the attention of someone in power, so. Um, there are a few organizations out there that, that have the ear of, of congressional members, and, and they’re scary. It’s scary to be on those lists or on lists of, you know, letters coming off from Representative Hawley or, or, you know, some senator’s office. Like those lists are scary, um, but right now they’re mostly sort of. Will you give us this information request letters? They’re not even like you’ve done something wrong, we’re going to get you letters like the rhetoric that sometimes comes out of President Trump’s mouth about like you know we’re going to go after these organizations because they’ve done something illegal. There are actually laws and there’s a whole bunch of bureaucracy to be able to take you know a 501c3 status away and. Taking 501c3 status away does not freeze your funding or prevent you from operating. Um, so there are a lot of misconceptions out there. The freezing the funds and stopping you from operating are largely state level, you know, actions. Now there are a lot of states out there that may not be friendly if the federal government is pulling your 501c3 status away. But there are many other states where you probably won’t expect the same type of repercussions if it was a political, it’s clearly a political reason why they tried to take your 501c3 status away. And when I was speaking about the bureaucracy again, oftentimes when we speak about federal bureaucracy or The IRS is like such a headache. It takes forever to get anywhere. Now consider this with a huge loss of staff members and a lot of expert staff members and some portion of the remaining members who are a little bit resistant to what the federal priorities are and think about how dysfunctional that may end up being. So if you’re on a list, what is ultimately going to be the, you know, the outcome of that list for most organizations, nothing, right? For most organizations it goes nowhere. They’re going to try to scare you, they may ask for documents. You may not give them to them. Will they follow up on it? Sometimes they will, but they don’t have a lot of staff. Um, so like if you gave them 1000 pages of documents or even 100 pages of documents, the likelihood anybody reads them is like really small. What about their algorithms and stuff? Their systems are super antiquated, which is, again, reasons for criticism in the past, but like that, there’s some good side to that right now as well. If you’re, so, um, one thing is. We can’t live in complete fear. Some organizations may get targeted and may go down, but it’s not the vast majority of organizations that are worried about it that are actually going to go down. The ones that they’re going to target, probably a few big ones that have the wealth to fight back, and then just some random small ones. But the easiest ones to pick off are the ones that have low hanging fruit, and by that I mean they forgot to register in time, so Texas decided to take away their right to operate there because of that, all of the crowd funding platforms say, oh, you’ve been taken off from this state because you did not comply with their laws. You can’t use our platform in multi-state situations anymore. Other states could follow as well, so like don’t give them low hanging fruit like late filing. They’re probably not going to get you because you said DEI on your website or that’s part of your mission or abortion is in your mission. All of those things are legal, right? So what is illegal DEI? Well, employment discrimination is illegal DEI, so you can’t say I’m just going to hire a black person or I’m just going to hire a white person or an Asian person or whatever it be. You can’t say that. There are some private actions that we talked about before about making and enforcing contracts, the Fearless Fund situation, Tony, if you remember, kind of private. Funding and I think Ed Bloom has gone after someone else now. Ed Bloom funded the Harvard UNC Supreme Court affirmative action litigation that ended affirmative action in higher education and admissions. Yes, he is continuing to fund organizations that fund plaintiffs. They look for plaintiffs to sue. Not just nonprofits but for-profits or anybody that has any sort of affirmative action type program that uses a contract, so not using contractual language in those type of situations can really help, uh, but they don’t have the resources to suit everybody. So again, like if they’re. 100,000 organizations that that have these type of programs, yeah, maybe 5, maybe 10 get targeted. So are you going to stop pursuing your mission because of a 0.001 chance that like Ed Bloom’s gonna get a hold of it and. Probably not, and but you can take steps to avoid the risks. So, um, just sort of be on the look on the lookout. There are a lot of resources out there, and this is why collaborating with people and saying, hey, what good resources do you have out there? Like those things are really. Good just to say, oh, the National Council of Nonprofits, they’ve got some good resources, the Alliance for Justice, they got some good resources. There are, if you Google nonprofit legal defense, you’ll find a bunch of good resources and TED, fantastic resource, right? So there’s a lot of organizations out there that can help collaborate so you don’t feel like you’re by yourself trying to find every resource by yourself. Amy, I’ll give you the Give you all the, the final word because Gene, Gene opened us. So yeah, I just wanted to build on what Gene said and reinforce, you know, going to your state nonprofit association or the national council or You know, call the Boulder advocacy support line or, you know, and 10 groups. But one piece that I think you’ll find no matter where you turn, is that folks will say, you’re not alone. Hey, we have a whole community of folks just like you. And to your point at the beginning, Tony and, and Jeane too, like, All of us are probably scared, and if you’re not scared, you’re not paying attention or whatever, you’re right. But that we don’t need to be alone in figuring anything out. We are stronger, we’re calmer, we’re better, everything together. So don’t feel like, OK, I’m gonna find a resource and then I’m gonna keep it. If you find a resource, make sure you turn around and tell somebody else, right? So that we are constantly helping. In a networked community way, because that’s how the most number of our organizations will survive. That’s how the most number of our communities will continue to have access to our services. Like, No organization is alone in, in anything that you’re facing, and none of us can help you face it if you are, if you think you are alone, right? The Amy Sample Ward, our technology contributor, CEO of Inten. With them is Gene Takagi, our legal contributor and the principal of NEEO, the nonprofit and exempt Organizations Law Group. Thank you very much, Amy. Thank you very much, Jeane. Happy New Year. Happy 2026. Next week, be human and be yourself for best fundraising. If you missed any part of this week’s show, I beseech you, find it at Tony Martignetti.com. Happy New Year again. Our creative producer is Claire Meyerhoff. I’m your associate producer Kate Martinetti. The show’s social media is by Susan Chavez. Mark Silverman is our web guy, and this music is by Scott Stein. Thank you for that affirmation, Scotty. Be with us next week for nonprofit radio. Big nonprofit ideas for the other 95%. Go out and be great.
This first aired in 2018, yet it feels more relevant right now, as we witness gross acts of separation and exploitation of non-white people, and the wealth divide has become larger and more consequential. Edgar Villanueva’s book, “Decolonizing Wealth,” takes an innovative look at the purpose of wealth. His thesis is that the solutions to the damage and trauma caused by American capitalism, including philanthropy—can be gleaned from the values and wisdom of our nation’s original people. Edgar is a Native American working in philanthropy. (Originally aired 11/30/18)
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Welcome to Tony Martignetti Nonprofit Radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the pod father of your favorite hebdominal podcast. Oh, I’m glad you’re with us. I’d suffered the effects of hypergargolasthesia. If you tickled me with the idea that you missed this week’s show. Here’s our associate producer, Kate, with what’s going on. Hey Tony, here’s what’s going on. Decolonizing wealth. This first aired in 2018, yet it feels more relevant right now as we witness gross acts of separation and exploitation of non-white people, and the wealth divide has become larger and more consequential. Edgar Villanueva’s book, Decolonizing Wealth, takes an innovative look at the purpose of wealth. His thesis is that the solutions to the damage and trauma caused by American capitalism, including philanthropy, can be gleaned from the values and wisdom of our nation’s original people. Edgar is a Native American working in philanthropy. This originally aired November 30th, 2018. On Tony’s take 2. I hope you enjoy your holidays. Here is decolonizing wealth. It’s my great pleasure to welcome to the studio Edgar Villanueva. He’s a nationally recognized expert on social justice philanthropy. He chairs the board of Native Americans in philanthropy and is a board member of the Andrus Family Fund working to improve outcomes for vulnerable youth. He’s an instructor with the grantmaking school at Grand Valley State University and serves as vice president of programs and advocacy at the Schott Foundation for Public Education. He’s held leadership roles at Kate B. Reynolds Charitable Trust in North Carolina and Marguerite Casey Foundation in Seattle. Edgar is an enrolled member of the Lumbee tribe of North Carolina. You’ll find him at decolonizingwealth.com and at Villa Nueva Edgar. Edgar, welcome to the studio. Thank you, Tony. Pleasure to be here. Congratulations on the book, you, which just came out, uh, what, last month. It was October, October 16th. Yes, alright. And, uh, you just had a very nice interview with The New York Times. Yes, congratulations on that. They, that’s prep, preps, preps you for nonprofit radio, right, right. I’m ready. All your, all your media appearances to date have brought you to this moment. So that, that it’s all culminated here, um. And I promised listeners, uh, footnote one, footnote one to, hypergaralesthesia, uh, of course anybody who listens to the show knows that, uh, I opened with, uh, something funny like that, a disease every single show, uh, but in Edgar’s book he, uh, mentions hypergargalesthesia. So this is the first time over 400 shows that the, uh. That the guest unknowingly has uh provided the opening disease state. So thank you very much. You didn’t know but we do that every single show um that you didn’t know that you’re not listening to nonprofit radio it’s it’s your life alright um. OK, uh, decolonizing wealth, uh, you’re, you’re, you’re, you’re a bit of a troublemaker, a little bit, yeah, you’re raising some eyebrows. Uh, someone told me, uh, yesterday that I was the Colin Kaepernick of, uh, philanthropy, which, um, I was like, I haven’t thought about it that way, but alright, that’s not all bad. Get a little closer to the mic so people can hear you, yeah, just get not almost intimate with it, almost, um, I used to call myself the Charlie Rose of charities. Until he blew that gig for me, you know, he, he ruined that, uh, it’s, it’s, I can’t use that any longer, um, could you talk about, uh, colonizer virus and exploitation and division, um. Uh, like these are bad things, yes, they are bad things. OK, what, uh, what is the, what, what, what’s the colonizer virus? Why do we need to decolonize? So many of us who, uh, work in philanthropy or even the nonprofit sector, um, you know, um, have this firewall that we are completely disconnected from. Um, Wall Street or from capitalism or, or some of those, uh, processes and systems in our country that, um, may have a negative connotation for the, the good doers, um, but in philanthropy we are not very far, uh, uh, you know, disconnected from, uh, corporate America. Most of this wealth was made by corporations and businesses, um, sometimes, uh, not in the best ways, not on the bests of a lot of, uh, indigenous and, uh, colored people. Yeah, when you look at the history of the accumulation of wealth in this country, it’s steeped in trauma, right? And so, uh, legacy wealth that has been inherited for generations now, folks may not even know the origin of their family’s wealth, uh, but, you know, uh, when we look back and we see in general how wealth was accumulated, um, you know, especially I’m from the South, North Carolina, we’ll talk about that, um, there absolutely was a legacy of, of slavery and stolen lands that, that helped, uh, contribute to the massive wealth. And you feel there are a lot of lessons we can learn from the values of, uh, Native Americans. Yeah, so you know, we, uh, as a people talk about healing a lot. We have a lot of trauma that exists in our, our communities, um, you know, because colonization, as we often think about it as something that happened 5 years ago in North Carolina, especially where I’m from, we were the first point of contact, but, uh, colonization. and the uh the acts of separation and exploitation are still continuing present day and so in my community, uh, native communities across the country, even as uh recent as uh my grandparents’ generation, kids were forcibly removed from their homes and put into boarding schools and so we’re still, we’re experiencing a lot of, uh, trauma as a result of these practices. Um, but we are, are a resilient people and, um, those who are closest to a lot of the problems that we are trying to solve today, um, as a society have, um, a lot of answers and wisdom that we can bring to the table. You say that the natives are the original philanthropists, um, now you’re a member of the Lumbee tribe of North Carolina, uh, Robinson County, North Carolina, which, which is not too far from where I own I own a home in Pinehurst, which is a little north and west I think of, of Robinson County Lumber so the Lumbee tribe. I assume the Lumber River is named for the Lumbey’s and Lumberton, the town, all named for Lumby’s, right? So Lumbey’s were actually named after the, the Lumber River, um, after the river came first, yeah, the river came first, and so, well, certainly the river came first. The name, the name of the river came first. The river’s been there much longer than, OK, yeah, so we are, um, you know, a hodgepodge of historical tribes that were in coastal North Carolina, um, that, uh, came together to form the Lumbee tribe and named ourselves after that river. Um, And we’re gonna come back to, uh, Native Americans as the as the original philanthropists, but, uh, I, I, that, that struck me a lot. I think you, you, you say, you say that at the end of the, at the end of the book is where I, where I caught it, um. Uh, we just have like a minute and a half or so before a break. So just, you know, we’re introducing this, uh, we’ve got plenty of time together. Uh, wealth, uh, you say, um, divides us, controls us, exploits us. What’s that about? So the accumulation of wealth, so I, money in itself is neutral. Wealth in itself, I, I, I, I say is, is neutral, but it’s the way that wealth has been accumulated in this country that has caused harm when we value, um, when we, you know, fear and we’re motivated by greed, um, the acts that can result as a, as a result of that to exploit the land and to exit. Employed people are, are what that’s what has caused the harm in itself. So, um, the case that I’m gonna make in this book that I’m making in this book is that wealth and money can actually be used for the good if it historically has been used as a negative thing that has caused trauma, we can flip that to use it for something that can actually help repair the harm that has been done. You’ve got, uh, 7, succinct steps to that, uh, the second half of your book, Ngani Beneshi. Uh, that is your Indian name. Did I by any chance say that correctly? I, I think that’s correct. Um, I’m, I’m a little shabby with my Ojjibbiwe these days. You don’t know your Ojib. You’re not fluent in Ojibwe. That sounds alright, but that is your Indian name. Uh, uh, uh, leading bird. How, tell the story of how you got that name. We’ll, we’ll come back to, don’t, we’ll come back to the exploitation and, and control. Don’t worry about that. This is a good story how you got that name. So, um, my tribe in the Lumbee tribe in North Carolina doesn’t have a tradition of, of naming. Um, you are whatever your mom calls you. That’s your name, right? Um, right. So, um, but, uh, when I, when I, uh, was working in North Carolina in native communities, I went to a conference where there was a medicine man. And so, uh, the medicine man was meeting with folks who wanted time with, with him to, to talk or have a session and growing up in North Carolina, my identity as a native has always been quite complicated. Um, we didn’t have these types of practices in my home in Raleigh, North Carolina, and so, but I was very curious to meet with this medicine man and to, um, see what could happen from that encounter and someone told me if you’re, if you’re really lucky when you meet with a medicine man, they might give you a spiritual name or a native name. Um, and so I met with this guy in, in the Marriott Hotel in Denver, Colorado, where this, this native health conference, so it was all, uh, I tell the story in the book is quite, um, um, hilarious and, uh, in many ways, but at the, at the end of our session where I was feeling, um, excited about, you know, the conversation we had, but also a little confused and skeptical in some ways because I’ve, you know, had such, uh, colonized ways of thinking. Um, he did offer me, um, a native name, Nagani Benache, which means leading bird, um, so I was very honored, and my first thought was what kind of bird, right? Am I a little tweety bird or am I a mighty eagle pelicans, right? Birds are vast. So, um, he explained to me that I was the, the type of bird that flies in a V formation. Um, and, uh, as I, when I left, I, I studied, uh, these birds, and, and they’re, you’re the leading bird. I’m the leading bird bird. I’m, I’m the bird that flies in the front of the V formation, which is the kind of leader that is often visible but really understands its, uh, codependence and interdependence on the other birds. And so if you watch birds flying in a V formation, it’s really like a, an amazing natural, you know, natural phenomenon, uh, how, uh, how they, they, they communicate and fly together. Uh, the other thing that’s remarkable about the leading bird’s type of leadership is that it often will fly to the back of the pack and push another bird forward, so it’s not always the one that’s out front, and, um, when I, when I learned these characteristics, um, I, I just felt really, um, uh, I was really, really happy and content about this name because I do see that’s the type of leadership that I model in my everyday life, and I think it’s the type of leadership that’s really important for the nonprofit sector. You explain how the birds communicate, which I’ve always wondered, um, they’re, they’re just close enough that they can feel like vibrations off each other and or micro movements I think you say off each other, but they’re not so close that they’re gonna bump into each other and, and, you know, be injured but that’s how they, and they, I guess they’re feeling the breeze off each other and sensing these micro movements of each other so they’re that close but not so close that they’re gonna be injured. Yeah, it’s very, it’s very fascinating. It’s like a scientific, uh, you know, a GPS built into their bodies, and the other thing I recently heard about these birds, um, is that, uh, you don’t ever find one that, uh, dies alone and so, you know, I, I wanna learn and research that a little bit more, but I think when they’re, when someone is down or, you know, um, there’s an injury or whatever may happen, uh, they, there’s, there’s a certain way that they take care of each other. And so, um, you know, it just kind of speaks to our common humanity and our interrelated, you know, being interrelated and exactly our interdependence. Now this is a, this is, uh, an indigenous, uh, belief that we are all related, and that’s what it makes me think of the birds also working so closely together that they feel micro movements. But how, how explain this, this belief that we are each of one of us related to the, to all the other. Yeah, so there, there is a, a native belief, um, all my relations that means, um, you’re all of our suffering is mutual, all of our thriving is mutual, and, uh, you know, we are, um, we are interdependent and so it’s a very different mindset or worldview, um, from sort of the, um, American individualistic type of, uh, of mindset. Um, we also have connected to that viewpoint is, um, this idea of seven generations. So not only are we all related, you know, in this room right now and that we’re relatives, um, and we are related to the land and to the animals around us, but all of the things, all of the decisions and, um, that we are making today are gonna impact future generations. So there’s an idea that I am someone’s ancestor and so what a responsibility to move through the world in a way. That is thinking that far forward about our um our young people and so these are concepts that um were uh taught to me by my family but I also uh in recent years this book gave me the opportunity to revisit and spend time with indigenous elders to remember these teachings and that and to think about, um, how to apply them in my work. You and you encourage us to each that that each one of us takes responsibility. For, uh, as you said, we’re, we’re thriving and suffering together. Um, what I’m referring to is the each of us takes responsibility for the colonizer virus. Say, say more about that. Yeah, so you know, I think how are we all responsible? We’re, we’re all responsible because we’re all affected. Um, I think some folks, um, when we, when, you know, when we learn about colonization in schools is something that seems pretty normal, right? We, um. We think of colonization and the the colonizers as heroes. It’s like the natural path of progress, absolutely the way it’s learned, right? We have holidays, you know, for, for Christopher Columbus, um, for example, and so, uh, but the realities are that colonization, um, was something that was terrible that resulted in, uh, genocide and all types of exploitation, and, uh, that type of history that we have in this country is something that we. Um, as, as the people have not come to terms with, we actually, we don’t tell the truth, we don’t face the truth, and so I think we’re still dealing with the consequences, um, and so the dynamics of colonization. Which are, uh, to divide, to control, to exploit, to separate those dynamics, um, you know, I, I, I refer to them as, uh, the colonizing virus because they, they are still in our bodies as, as a nation. They show up in our policies, our systems reflect the colonizer virus, and in our institutions in the nonprofit sector and especially in philanthropy where we are, um, sitting on, uh, lots of money, privilege and power. Uh, that leads naturally to your point about us them organizations. Go ahead. So you know, I think the philanthropy, uh, for example, can perpetuate, um, you know, the dynamics of colonization because when you look at, um, Uh, where this, uh, where this money came from and how we as a sector don’t face the realities of that truth, uh, when you look at, um, ask the question of why this money was held back from public coffers, um, that, you know, had it gone into the tax system, it would be supporting the safety net in vulnerable communities. Um, and when you look at who gets to allocate, manage, and spend it, you see a very, um, white dominant kind of mindset happening because, um, for example, if we get into the numbers just a little bit, um, foundations sit on $800 billion of assets. That’s a lot of money that has been, uh, you know, sheltered from taxation. That’s money that would have gone into public education. Uh, health care, elder care, um, things that we need for the infrastructure of our communities, um, but that money has been put there with little to no accountability. Um, private foundations are only required by the IRS to, uh, uh, pay out 5% of their assets. And so then you know you’re looking at just a small percentage of of money that was intended to be for the public good. Only a small percentage is actually leaving the doors and being invested in communities. Let’s assume it’s, it, uh, because I know there are a lot of, uh, foundations that use that 5%, uh, minimum as their maximum. So that’s, so 5% of that would be $40 billion. Uh, so the counter is, yeah, but there’s $40 billion coming each year. Could be more, but let’s take the minimum just to be conservative. And you know we’re trying to preserve this, uh, this foundation capital for perpetuity. So if you know if we, if we spent in the next two years the 800 billion, then we wouldn’t have anything left for future just future years and other generations we’re trying to, you know, we, we wanna be around for in perpetuity, uh, the foundations would say, right, right, and you know I think, I think there is a case to be made for saving some funds for a rainy day in the future. Uh, but the, the truth is that 5%, when Congress enacted that 5% rule, um, it actually began at 6%, I, I believe in 1974 and then in 1976 was lowered to 5%. The reason that Congress had to actually put this legislation forward is because foundations were not paying out any money. And so, when you think about the intent of foundations, are they being started to actually benefit the public, or are wealthy, the wealthy 1% or whoever corporations starting these foundations just for the, the sake of having a tax break. And so that that, uh, IRS minimum payout of 5% that rule was put in place to force, uh, foundations to actually begin making grants and so, you know, so it is sort of, uh, the other thing to explore if you are with a 95% that is not leaving the doors, um, if the intention is really to do good in community. We have to look at how that 95% is then being invested to generate more money for future grant making, and the truth there is that the majority of those funds are tied up in harmful and extract extractive industries, um, that are counterintuitive to the mission of foundations. Yes, you make the point often, uh, that often. Right, those investments are in, uh, are in industries that are hurting the very populations that the foundation is explicitly trying to help through it’s through its mission and and in fact funding, um. The um. There’s something else that I was gonna ask about the uh. The way the money is, um, alright, we’ll we’ll we’ll come back to it if I think of it, um. There’s, there’s a lot that organizations can gain by hiring people of color, indigenous people, what, uh, and, and very few, uh, you’re, you’re a rare exception, um. Working in in doing foundation work, uh, what, what’s the, what make explicit those, uh, those advantages. Sure, so, um, you’re right, I’m absolutely, um, an exception. I think when I started in philanthropy I was one of 10 Native Americans that I could find. We kind of found each other and what year was that? Uh, uh, this was in 2005, not so long um, and we are now, uh, there’s about 25 of us now, um, the last time I counted. Um, so yeah, there’s, there’s, you know, uh, an amazing opportunity for foundations, and I think more and more foundations are understanding to bring, uh, folks in, uh, to, to foundations that have lived experience and, and not only foundations, but, but nonprofits, the NGOs doing the groundwork, the foundations are the funders, uh, and, and of course some foundations are now actually doing their own groundwork. We’re seeing that emerging, but, but for the nonprofits doing the day to day work as well, uh, represent the communities that you’re. Absolutely it kind of makes sense, right? And, uh, found, you know, it’s funny because some foundations actually require that of nonprofits. They ask about the diversity of their staff and their board, but they themselves have, have no type of, uh, you know, values around diversity of their staff. But you’re, you, you know, the, the point is that, uh, for sure that any nonprofit or foundation to, to have folks, uh, that, that work there who have authentic accountability to community and understand and have been impacted by the issues that you’re trying to solve is gonna bring an awareness and, um, you know, about the problem in, in a different way. It’s gonna create some proximity that I think is gonna just inform strategies that that make sense. And I can’t tell you the number of times I’ve been in, uh, strategic planning processes and board meetings where decisions were being made, and, uh, I always carry my mother, my family with me, you know, in spirit, uh, into the room, and, uh, I hear these decisions or these conversations and I’m thinking like, oh my God, like, you know, this, you know, this, this would not in any way help my mother or my family that’s still living in poverty. Decision makers are disconnected. There’s such a disconnect, yeah, yeah, um. And uh I. I thought of what I was gonna ask you about or just comment on the the foundation wise we do see some foundation saying that they’re gonna spend down their assets. Uh, I, I wouldn’t say it’s, uh, needle moving, but you do hear that from time to time that there’s a foundation that’s committed now to spending it it’s, it’s assets down, you know, um, was Paul Allen, was it, uh, not the, not Paul Allen, uh, the Microsoft, uh, I think the Microsoft founder, co-founder. Who recently died, I think his foundation was Paul Allen. OK, OK, um, I was thinking of Steve Allen, the com the old comic, OK, that’s why I thought, no, it wasn’t him, but it was Paul Allen. Uh, I think his foundation is one, but there are some, so we do hear some glimmers, uh, but you say in the book a few times, uh, people, we need to move the needle. Yeah, I think I mean I think deciding to spend down is uh is a very progressive way of thinking about it. There’s so much need now, um, if we actually release the funds or even if you don’t wanna spend down, you can make a decision to pay out more um, there, there’s a lot of amazing work happening. Um, right now that is so underresourced that if we could, um, support and get behind investing money in these various movements and these, uh, in, in communities of color which are so, um, marginalized by philanthropy. You know, uh, um, the 5% that is being invested, only 7 to 8% of those dollars are being invested in communities of color that would make a big difference. And so I think, um, you know, I think it’s a conversation that the boards of foundations should think about what is the value of, uh, you know, why, why do we wanna stay in perpetuity? Like what is, is that about a family legacy? Is that really about making a difference in the world, um, because in some ways it feels, uh, I can see that as being a very selfish type of, uh, you know, uh, uh, way of thinking. Uh, if this was CNN, uh, right now I would, I would play a video of you, but, uh, I don’t, I don’t have that, uh, but in your, in your times, uh, we have to work on that at Talking Alternative. We need, we need video capture and screens and everything, uh, in your video, in your interview with, uh, David Bornstein, New York Times, uh, you said by not investing more in communities of color, philanthropy, venture capital, impact investing and finance are missing out on rich opportunities to learn about solutions. Yeah, you know, I think that I, I think of, you know, people of color, indigenous folks as being the canaries in the coal mine sometimes when, when, uh, policies fail or systems fail, um, we hurt the hardest, and, uh, but there’s just something so magical about and, and sense of pride that I have about my community because we are so resilient like regardless of, um. You know, um, all of the trauma, the colonization, the, um, you know, genocide, stolen land, we still remain intact as a people, um, and so there’s, there’s gotta be something magical about that resilience that I would, if I weren’t native, I would be interested to know like what, when you think about sustainability, you know, we have a corner on sustainability. Um, indigenous peoples around the world are on the front lines of saving this planet on, you know, um, you know, really fighting for environmental protections. Um, there, there’s so much wisdom, and, you know, often when foundations roll out new theories of change or, or changes or see strategies or there’s a new model or theory, theory of change that comes up, and I’m like, wow, we’ve been doing that in our, in our communities for years. If someone would have asked us, you know, maybe we would, we can get there faster. Is there still a Lumbee community in Robeson, Robinson County? Yes, there are. There are about, uh, 60,000, uh, enrolled members in the Lumbee tribe. The bulk of our community is, uh, still in Robinson County. OK. Now I have a North Carolina driver’s license. Will that, will that get me in? Is that, can I be an enrolled? Remember, you know, we, we’re very inclusive. We, uh, we, we will take, we’ll adopt you as an honorary brother, but, uh, you have to have a little bit more documentation to, to get officially enrolled. So it’s, it’s a stretch for an Italian American with just a North Carolina license plate and, uh, and driver’s license. Alright, um. You, uh, you talk about, um, you know, I guess, I mean, we’re, we’re, we’re skirting around these things to make it explicit the, the, the power imbalance, you know, that, um, minorities are seeking it, and, uh, mostly middle aged white guys are, are doling it out, uh, you know, piecemeal, um, the, the, the, the imbalance, you know, the, the, the grant, even the, even the word, you know, the, the granting, uh, it’s like some. Uh, I don’t know, it’s like some holy orders has, uh, has bestowed upon you something that’s a, a gift when, uh, your, your belief is that, uh, and your thesis in the book is that it’s, it’s, it’s a, it’s a right equally held by all. Yeah, you know, I think power and money, uh, a lot of, a lot of this does come down to power and ownership. Um, we are talking in the nonprofit sec sector right now a lot about equity, right? And, uh, equity is very different from, uh, diversity and inclusion. Um, to me, equity really is all about, uh, shifting power, and we often think about that from, um, uh, the lens of um, equality. So we’re gonna have the same power, which is a good thing, but to really achieve. Equity, it’s gonna actually require that some folks who have had power for a long amount of time give up more power or take a back seat so that’s not gonna happen, you know, that’s, that’s highly unlikely, like infinitesimally small, unlikely, you know, it’s, it’s a hard thing for people to, uh, to think about and especially if you have, if you’ve been privileged for so long, um, equity might actually feel like oppression for you, right, because it’s like, you know, wow, I, I’m, I’m, I have less than I’ve had, so. Um, but you know, we, I, I wanna think about this through an abundance mind frame. There’s enough, there’s enough resources and enough power to go around, um, we just have to, uh, work together to make sure that we are privileging those who have not been privileged by that power. Excellent. I love that you, you approach it from a position of abundance and not, and not scarcity. It’s time for Tony’s take 2. Thank you very much, Kate. The holidays are here. And I remembered, it’s the, I’m not waiting till 2026 to say enjoy your holidays and happy New Year. Not like Thanksgiving, you know, where the happy Thanksgiving came a week late. Whatever you celebrate, um, by the time this is published, Hanukkah will have already started. Happy Hanukkah, if that’s yours. Christmas, Merry Christmas if that’s yours. Happy Kwanzaa, if you’re celebrating that. Boxing Day, Happy Boxing Day. Whatever you’re celebrating, I hope you enjoy that time. With loved ones and friends, and also very important, for yourself, time for yourself. You want to come back refreshed. Better focused, right? Looking forward to the new year in a couple of weeks. Because this is our final show of the year. We’ll be back on January 5th. So happy New Year Everybody celebrates Happy New Year pretty much. I don’t know. There’s some people don’t, well, of course, there are other calendars. So if you’re, if you’re celebrating with the, uh, Roman calendar, Then happy New Year. Hope you enjoy the New Year. Please be responsible. I wanna hear about any, any alcohol or drug-related incidents among the listeners. In the new year, please, but have fun, have fun. Just do it With a measure of, of caution, that’s all. Enjoy, enjoy. I hope you enjoy the hell out of your holidays. And that is Tony’s take too. Kate See you next year, Uncle Tony. Yes, you will. Is that the best you could come up with? And that was it. That’s good as it’s gonna get. That’s low bar. Oh my God. Happy New Year. I’ll say it for both of us. Happy New Year. We’ve got Bu butt loads more time. Here’s the rest of Decolonizing Wealth with Edgar Villanueva. Welcome back. You didn’t go far. Thanks for having me. Glad to still be here. Yes, absolutely, no, you haven’t done anything that would lead me to shut your mic off. Um, it hasn’t happened. I’ve threatened, but, uh, it hasn’t happened. So let’s, let’s start getting, uh, positive, you know, the, the second, uh, roughly the second half of your book is, uh, 7 steps to healing, um. And uh I thought you came up like 5 short. I mean we have only 12 steps. I mean if you wanna, if you wanna share power you’re gonna have to have, you gotta have to step it up with like 12 steps or or even 15, you know, you have more than the colonizers, uh, but, but the 7 steps are, uh, in themselves they’re, uh, they’re pretty radical. Yeah, you know, um, it, it’s funny because I, I did have some resistance to, um, having 7 steps, right, because it, it, it makes it seem like there’s a, there’s a. Uh, quick and easy fix. If I just do these 7 things, then we’re done with this and we can move on. It’s a prime number, so it’s got that advantage, right? prime. That’s, that’s unique. I don’t know why, but yeah, so, you know, but I did need to simplify the process in some ways just to help us get our minds around, uh, you know, a, a process that we can begin. But there is no, uh, linear way, uh, or a quick way to, uh, to solve all of these problems or to, to undo, uh, what has been done. But, uh, there are ways to, to, to move forward and, uh, the steps to healing for me were, are, are list them out for us, just list all seven, and then we’ll, we’ll talk about them. Sure, so they’re grieve, apologize, listen, relate, represent, invest, and repair, OK. Um, so you’ve been thinking about this for a while. I mean this, uh, I, I, I, I, I just did, I admire the, I, I admire the thinking that goes into this, yeah, so some of it comes from my, my own personal experience, um, when and, and kind of coming to terms and, and with, uh, the sector that I’m working in and the disconnection that I felt as a native person in the space and spending time in my community to, uh, just re-ground myself and my values and. Um, and kind of acknowledging the, the wisdom that was, uh, in my body and in my community that I could bring to the space. Um, the other parts of it come from I did lots of interviews with folks who work in nonprofits and in philanthropy who were, uh, I think a very forward thinking, uh, people in the space, activists who are leading movements around the country to get to a place of, you know, what, what did, what have you gone through personally to kind of reconcile some of this. Um, and then, you know, a lot of this is also based on an indigenous, uh, restorative justice model, so we hear a lot about restorative justice, um, in the nonprofit sector now. This is a, a method that’s used in schools and, um, in the criminal justice system to, um, help, uh, people. Deal with uh with with things that have gone wrong to kind of get back on the right track. And so this is a a model that has come from indigenous communities where we, um, sit in circle with, with the offender with someone who has harmed us or done us wrong to get to a place of truth and reconciliation. Uh, so, uh, grieving, uh, you say everybody, I mean because of our interrelatedness where we all need to grieve, including. Uh, the people of color and indigenous, you know, those who have been oppressed, absolutely, we all need to grieve. Um, we need to get to a place where we’re just very clear and honest about the history of this country, what has happened, what the idea of, um, you know, white supremacy, which is not a real thing, right, but what the idea of subscribing to that, the, the, the harm and the loss that has caused for people of color but also white people. And, uh, you know, I think that’s, uh, we, we, it’s pretty clear the trauma and the harm that has been caused in communities of color. It’s not so clear, we don’t talk about it very much, the, the loss that, uh, that colonization and, uh, the idea of white supremacy has actually caused in white communities, but it’s, uh, it, it is, there is a loss there. I talk about it in the book, um, of, uh, the idea that white people came from, from communities where they had, uh, cultures and. Uh, tribal ways of, of interacting in many cases, um, languages and, and things that were given up in order to assimilate to this idea of being American, and I think now we’re seeing, um, folks feeling a sense of loss about that. That’s why if you see these commercials for these DNA tests are so popular right now because everyone wants to kind of remember, um, where they’re from and they feel connected to that in some way. Um, And um the uh. The, the thing you talk about too is uh. The orphans, orphans, you say that uh those of us who are descendants of of the of the settlers you, you call us orphans, how’s that? I, I call them orphans. Uh, this is a term I borrowed from some research that has been done, uh, on, uh, whiteness, and it is, it’s kind of speaking to this idea of loss, um, again, sort of giving up, uh, the, the culture, um, that may be from, from, from the home country or from where, where folks, settlers came from, giving up those, those ways of being interacting in. Community to subscribe to um this individualistic way of being in America and so with that um there’s been a loss of sort of that that mother country um for lots of white folks and a loss of identity uh because although you know I’m, I’m not anti-American, let me be very clear about that this is the greatest country in the world. I’m very proud to to be a citizen of this country, um, but there is something about, um, leaving behind. And not remembering where you originated from in order to adopt sort of this new culture here, um, you know, and, and, and, and not, um, that, that makes you feel sort of like an orphan if you’re not, you’re, you’re, you have no connection to where your grandparents were from or the language they spoke or the culture they have, um, and I feel that that’s a loss for many white communities that is actually a feeling that is shared with communities of color, um, and if we recognize that loss and that trauma that we have in common. Uh, it opens doors for a different type of conversation about race. You, you said a few minutes ago that white supremacy is, is not a real, not real, right? Why, why do you say that? Well, I mean, there’s a white supremacist movement, uh, but how are you thinking about it that you say it’s not real? Um, well, well, the idea that, that, uh, you know, a certain group of people, white people are superior because of the pigment of their skin is not a real thing, right? So this was an, an ideology that was created. Um, in order to, um, be able to, uh, have the types of oppressive, uh, movements and systems and policies that have been put in place for many years and so it is a, a mindset that has been, uh, you know, an idea that is not real but we have built systems and, um, societal norms around that. You know, growing up I was taught that, um, you know, or sort of the default for me was whiteness was the was better and so if I were to behave or dress or act, um, in a certain way that appeared to be more white, then that was gonna be, uh, a better thing for me and so we know that the idea of white supremacy is, is, you know, the idea of it is not real, but there are very real implications and, uh, for how we have adopted that, that, uh, belief. Um, and you’re, you also encourage, uh, nonprofits and teams to have a grieving space while we’re talking about, we’re talking about grieve, uh, we just have about 1 minute before a break, but, and then we’ll move on with the 7 steps. But what, what’s a grieving space in an, in an office? Yeah, so you know these, these steps are, are, are personal, but it can be applied in an organizational setting. And so I think especially those of us working in the nonprofit where we’re supporting communities we need to have um a space spaces in our in our our work life to be able to uh talk about bad things that have happened and to grieve that and to feel emotion to be human about it. And so, um, you know, I share some research in the book and, and some anecdotes of, um, folks who have, have done that, and the research shows that there, um, it’s actually, um, leads to a much more productive workplace to have moments, uh, where we, we stop the work to actually grieve and acknowledge the events that are happening, you know, in our communities. The, the, the book is, uh, decolonizing wealth. Just, just, just get the book, you know, because we can only scratch the surface of it here in, in an hour, but, uh, decolonizingWealth.com, that’s where you go. I like the idea of the grieving space, you know, uh, uh, acknowledge, you know, everything doesn’t go well all the time. It’s impossible. No organization succeeds 100%, uh, nothing. So give yourselves time and space to talk about it, acknowledge it, learn from it. And, and move on rather than it being some cloud over the organization that everybody’s afraid to talk about or something, you know, it’s how, how, how oppressive is that very oppressive and in philanthropy is especially because we, uh, we’re sort of carrying around these, the, the secrets of like how this wealth was amassed or secrets that are within these families that, um, you know, many people feel bad about and so we just need to kind of. You know, be, be truthful and honest about the history and spend time grieving over that so that we can move forward as you said, and, and that moves to our next step in terms of, uh, uh, your next step, uh, apologizing, recognizing which includes recognizing the source of the foundation money. I mean you worked for the Reynolds Kate B, is it Kate Kate B Reynolds Foundation? I mean Reynolds, uh, tobacco North Carolina, you know that money was raised on the backs of slaves, um. Uh, I’m not gonna ask you if the Kate B Reynolds Foundation acknowledges that, but that’s an example of what we’re talking about in the, in the step, apologizing. Absolutely, no, there was, there was no acknowledgement of that, and, uh, chapter one of, of the book is called My Arrival on the Plantation because our foundation offices were literally on the, uh, former estate or plantation of RJ Reynolds. And so, uh, really literally and metaphorically, I was, I was working there, but no, there was, there’s, there’s no acknowledgement of that, and I think you see that, you know, in, in North Carolina, uh, recently the chancellor of the University of North Carolina acknowledged that, uh, the history of slaves and, and building that university and that. Some of the buildings there are named after former slave owners. What most people of color want, um, is just to be seen and heard and, and to for folks to make that recognition, yeah, acknowledge and, and maybe move to apology, per perhaps that didn’t Johns Hopkins University do, do something similar that, that they had their founders were, uh, was it Johns Hopkins? Their founders were slave owners, I think Georgetown University, Georgetown, sorry, thank you, OK. Uh, Georgetown, they were priest, right, they were priests, uh, priest founders that were slave owners. That’s right. I actually know, um, uh, a, a friend of mine who lives in New Orleans is a, a, a black woman who is a descendant. Um, and was called to Georgetown, uh, to share about her family’s history, and it was a beautiful moment. They sat in community together, talking about the history, talk acknowledging the contributions of her ancestors, and, uh, there’s a big write up in, in the paper, and, uh, you know, this has been very, uh, healing, I think, for the university but also for, for my friend Karen. Um, who is now having that, uh, you know, that recognition that her, the contributions of her ancestors, you, you, you talk a good bit about the reconciliation process, uh, in South Africa, um, Canada, uh, you just, you gotta get the book. I mean, we can’t, we can’t tell all these stories. I mean, I know listeners, I know, I know you love stories as much as I do, but there’s just not enough time to just get the damn book. Just go to decolonizingwealth.com for peace’s sake. You go right now if you’re listening live. Where are you? Poughkeepsie, Schenectady. Uh, Nottingham, Maryland, just go to decolonizingWealth.com, um. OK, listening, you talk about, uh, empathic and, uh, generative listening, right? So you know, often, um, when we, when we move through a process like this, we feel bad, we’ve apologized, um, uh, the default sort of like dominant culture way of being is like, OK, I’m done with that. I’m gonna move forward and so, but before you move forward and act, you just need to pause to actually listen, uh, to listen and learn, so to, to, to, uh. Uh, for, for nonprofits, uh, you know, I ran a nonprofit, I’ve worked in philanthropy for 14 years. When I ask nonprofits, what is the number one thing that you wish funders would do differently, the response is always, I just wish they would listen. Uh, because there’s something about having resources, money, privilege and power when we enter the room, there’s a power dynamic where we, um, automatically feel that we can, uh, control the airspace and we have an agenda and, uh, the nonprofits are gonna be responsive to what we want and you know that often is the case, but. Uh, the, the best way to really build a relationship with folks where there is a, a difference in, in power and privileges, is to actually stop, uh, and listen, put aside your own assumptions, and, and try as best you can to put yourself, uh, in, in their shoes to understand their experience and their history. It’s just, it’s just gonna make you a better person. Uh, I feel like listening is a human right. We all want to be, we all deserve to be heard, and so that is, um, just something that we have to keep reminding folks who have privilege is to, um, to, to stop at times to, to also listen and to let others be heard. Yeah, put aside the white savior, uh, complex, absolutely, yeah, uh, listening, we talk about, we talked that, uh, about that a lot on the show in terms of just donors and, and I know your, your next, your next step is, is relating versus being transactional, and that’s. That’s, that’s the beginning of a relationship, as you said, you know, listening, genuine hearing, uh, to whether it’s donors or potential potential grantees, um, there, there’s a lot to be learned, it goes back to the, the value of bringing, uh, representing the, the, the communities that you’re, that you’re serving, um, OK, so relation, you want us to, uh, you want us to relate, let me ask you, uh, you, you, you read, um. How to Win Friends and Influence people you say dozens of times, you say dozens. I have trouble reading a dozen pages in a book you’ve read one book dozens of times. Uh, what, what, what, what do you take away time after reading, uh, Dale Carnegie’s book dozens of times. Well, you know, I still have an original copy from that I, um, I stole from the library of, uh, uh, my mom was a domestic worker and she was caring for a frail elder elderly man, um, and they had all this vast library, so I ended up with this little book that, you know, stole from an infirm. I, I. Elderly elderly, I know, man, I feel terrible about it. It haunts me to this day. So this is a public confession. You didn’t even think to leave like 20 bucks or something on the table. I didn’t have it if I had it at the time, um, so hopefully this is my, my way of giving back. This is, this is my reparations for, for that, that wrong. But you know, and the one takeaway for me in that book, uh, is, uh, what is really kind of connected to relating and listening. Um, is when you’re, when you’re talking to folks, people just really wanna be heard, so mostly you should listen. Um, and if you actually just listen more than talk, people are gonna think that you’re a great friend. Like, wow, Edgar, that was, that I had such a nice time with you, um, but even if I didn’t say much, it’s, yeah right. And so yeah it’s really about listening and and letting others feel that they’re important because they are um you know we I think people just feel so invisible these days that um just by giving people that moment of of feeling heard and connecting with something that they’re interested in um it’s just gonna really take you much further in building a relationship. And, and stop the the transactional, the the transactional thinking, um, you have, you, you have an example of, uh, uh. A, uh, and and like building design like office design kitchens you’d love to see a kitchen in the center of of offices. Yeah, you know, so, sort of like the, the these ideas of like the colonizing virus, it infects every aspect of our community. So yes, even the way buildings are designed. Um, especially buildings that are, uh, financial institutions, think about what banks look like when you walk in and with the, with all the marble and, you know, granite, hard, hard edges, absolutely foundation offices where you have to go through five levels of security to get in as if we’re as if the millions of dollars were in the office, right? And so we just, uh, through even how we design our offices and Um, you know, the way that they appear can be super intimidating for, uh, folks who are coming in who need access to resources. Just in in terms of designing organizations more egalitarian you’d like to see absolutely. So, uh, one of the steps in the book is represent and when you look at the, uh, the demographics of the nonprofit sector and, um, especially in, in foundations that part of the sector, uh, we still have a long ways to go with diversity, uh, particularly when you look at the board of directors and the CEO positions, folks who really hold power in organizations. So one of the, one of the, uh, ideas that I put forth in the book is that foundations should have a requirement that at least 51% or at least 50% of their board should reflect the communities they serve. Um, this would drastically change what, uh, you know, shake up what the seats on the bus look like, but this isn’t this, uh, far from what is required of, of many nonprofits. Fundders actually are, you know, requiring this of their nonprofits that they’re funding. Um, and many govern, um, organizations that receive government funding, federal funding have these types of requirements that the folks who sit on the boards must be, uh, folks who are benefiting from the services of those nonprofits. Again, be representative. Absolutely, yeah, that’s a, that’s a stretch, 51%. It’s a stretch, it’s a stretch, but you know. Um, the, the conversation has, uh, has been, uh, zero about it, so I figure, you know, if we put something, a bold vision out there to help us imagine what’s possible, maybe we’ll get a little bit further down the road, and there are some examples, uh, you cite the Novo Foundation in the book. Uh, they have a, a women’s building that they’re, that they, they’re repurposing some old warehouse or something to turn into a women’s building and. And the the decisions being made by by women who are gonna be using the building. Absolutely there’s some great examples of of foundations and and funds that are, um, really, um, putting these values into practice in their work. Uh, Novo is, is a foundation that I really appreciate. Jennifer and Peter Buffett, the founders of, of the, the Novo Foundation, wrote the forward to my. Book and uh they um are folks that you, if you get to know them, you can see that they have done this work um and it shows up in how they give. They are a foundation that absolutely sits in community and listens um to uh folks who are impacted by, especially women and girls, which is an issue they, they really care about and they fund in a way that is. Responsive to what they really need versus what the foundation’s agenda might be, is it Novo that funds for 5 years or 7 years? Is it guaranteed? You, you cite this in the book, no matter how much trouble you’re having in year 123, you’re going to be funded for 5 or 7 years for their initial commitment, right, right. And, and that type of long term commitment is, uh. You know, something that that is the best type of funding, you know, um, folks can be, you can focus on building a relationship versus, oh, I’ve got to meet these certain objectives so I can keep getting this money year after year and so to be relieved of that, that pressure of thinking about where am I gonna, you know, how am I gonna pay these salaries next year, um, really allows folks to have the freedom to think about the actual work that they’re doing in communities and, and planning and, and can plan instead of it being one only 1 or 2 years, um. Uh, so we kind of mishmash together, you know, relating and representing, um, investing. So investing is really a call to philanthropy to think about using all of its resources for um for for the public good, right? And so uh we are not uh going to be a a a a a sector that Achieves equity that that is really moving the needle on issues if we’re supporting uh with the 5% in our right hand really good work, uh, you know, mission related work but in our left hand we are investing 95% of our resources in. Um, industries and causes that are extractive that are, you know, really canceling out the positive of, of our, our resources. So, you know, there are great foundations like the Nathan Cummings Foundation, for example, who just recently declared that 100% of their assets, their entire corpus is going to be used um in support of their mission yeah and again other examples in in the book and uh we just have about a minute or so before we have to wrap up actually um so talk about your final step which is the final step is repair, um, all of us who are philanthropists or givers and as we’re getting close to the end of this year, uh, we are all philanthropists, I’m supporting. Um, uh, nonprofits in our communities, think about how we can use money as medicine. How can we give in a way that is helping to repair the harm that has been done, um, by colonization in, in, in this country. And so think about, look in your personal portfolio. Are you giving to at least one organization of color, um, to support grassroots leadership? So reach across, um, and support. Folks who may not look like you invest in ways that are helping to unite us, uh, versus thinking about some of the traditional ways of giving that have not been, uh, you know, along these lines of thinking or exercising these types of values. OK, so I’ll give you the last 30 seconds, uh, in the way that, uh, the way I learned that, uh, natives are the original philanthropists was by what you, what you talk about your mom. Yes, so, you know, I think, uh, a lot of giving, when we look at giving in this country, the biggest philanthropist, philanthropists are folks who are giving the most, uh, highest percentage of their incomes, incomes are actually poor people and so I do talk about my mom in the book, um, who, um, was, uh, you know, is actually, um, very low income, and, but yet she gave, um, to our. Community and and had it ran a ministry out of our church to support children, the bus ministry, the bus ministry. You just gotta, you gotta get the book. You gotta read about the bus ministry and so it’s like giving of time, treasure, and talent, not just resources. And so all of us who are caring for our communities in ways that are, um, you know, through love is, uh, we’re all philanthropists. Get the book. Go to decolonizingwealth.com. Edgar Villanueva, thank you so much. Thank you for having me on, Tony. Real pleasure. Next week, there’s no show, but in two weeks, we’ll return with Amy Sample Ward and Jean Takagi, sharing their 2026 outlooks. If you missed any part of this week’s show, I beseech you, find it at Tony Martignetti.com. Happy New Year again. Our creative producer is Claire Meyerhoff. I’m your associate producer, Kate Martignetti. The show’s social media is by Susan Chavez. Mark Silverman is our web guy, and this music is by Scott Stein. Thank you for that affirmation, Scotty. Be with us next week for nonprofit radio, big nonprofit ideas for the other 95%. Go out and be great.
Jacob Ward: Overlooked Consequences Of A.I. & How To Preserve Your Humanity
There’s a broad temptation we each face, to enlist Artificial Intelligence tools in all nonprofit and personal decisions. Some people have intimate relationships with A.I. bots. At what cost? Jacob Ward has spoken to psychologists, mediators, venture capitalists, and others on this question. He shares his research learnings to help you and your nonprofit determine A.I.’s boundaries. Jacob is a veteran journalist formerly with NBC News, reporting for Nightly News, The TODAY Show and MSNBC.
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And welcome to Tony Martignetti Nonprofit Radio, big nonprofit ideas for the other 95%. I’m your aptly named host and the podfather of your favorite hebdominal podcast. Oh, I’m glad you’re with us. I’d be forced to endure the pain of clinocephaly if you hit me over the head with the idea that you missed this week’s show. Here’s our associate producer, Kate, to introduce it. Hey Tony, here’s what’s up. Overlooked consequences of AI and how to preserve your humanity. There’s a broad temptation we each face to enlist artificial intelligence tools in all nonprofit and personal decisions. Some people have intimate relationships with AI bots. At what cost? Jacob Ward has spoken to psychologists, mediators, venture capitalists, and others on this question. He shares his research learnings to help you and your nonprofit determine AI’s boundaries. Jacob is a veteran journalist, formerly with NBC News, reporting for Nightly News, The Today Show, and MSNBC. On Tony’s take too. Air travel civility. Here is overlooked consequences of AI and how to preserve your humanity. It’s a pleasure to welcome to nonprofit radio, Jacob Ward. Jacob is a veteran journalist covering the intersection of technology, human behavior and social change. He’s currently reporter in residence at the Omidyar Network, writing about cutting edge innovation and pioneering forms of restraint. And a strategic adviser on the deployment of AI for companies large and small, from 2018 to 2024 he was technology correspondent for NBC News reporting for Nightly News, The Today Show, and MSNBC. He’s at by Jacob Ward in all the social networks. At Jacob Ward, welcome to nonprofit radio. thanks Tony Marie. I appreciate your time. Yeah, I appreciate you having me and thank you for that glorious pronunciation. You said Martignetti. Thank you. You know, I speak a tiny bit of Italian thanks to a semester trying to be a chef in Italy. I thought I was gonna get, I thought I was gonna break free and be that guy. Turns out that. was not my path and so here we are together and I speak Italian, but I know how to say Martignetti, so that’s good. All right. Well, you know, maybe you know Italian since you were studying to be a chef. That’s right. Uh, what happened, what happened to the culinary career? Why did that wasn’t brave enough at that time to wander into an Italian, uh, kitchen. And, and with my terrible Italian and my 6’7 frame, I’m a 6, I’m a very tall dude, uh, to wander into these cramped little kitchens and say, what do you want to do with me? Uh, it was not my, I just didn’t have that that gene yet. I didn’t have that gene. I didn’t have that muscle developed yet. And so it just took me. Took me a little while. It took, it turns out that uh 10 years of uh of being a television correspondent will, will beat that right out of you. Uh, so I, I wish I could go back and try again, but yeah, that was, that was not, not my path, it turned out, but you, you took a vastly different path, uh, journalism, reporting, research, uh, and you’ve been focusing. For a long time now on uh artificial intelligence. You, you had some, you had some Uh, forecasts, I don’t know, predictions of the, uh, frenzy that we now find ourselves in, but, but years ago, uh, we’ll, we’ll get to, we’ll get to some of those in, in from your book. Um, give us an overview of your thinking though. You’re, you’re concerned about overlooked consequences, people rushing in, institutions rushing in. Overall we have we have a full hour together, but you know, give us, give us an overview of what you’re finding. The overall thesis that I am pursuing is that AI, I think is gonna do to some really fundamental cognitive and social abilities what Google Maps has done to our sense of direction. I think that the, the prosthetic outsourced decision making system that AI, I would argue, pretends to be. Is the perfect way of ensnaring an ancient decision making system that we all use the vast majority of the time that loves to let other things make decisions for it and as a result, the the point I’ve been trying to make for the last decade is that our brains and our society are totally unprepared for what this technology is going to do to us. You know, and I wrote this book, as you mentioned, uh, to try and articulate that. I thought I was like 10 years early, Tony, and then the book came out about 9 months before Chatty BT did, and since then I’ve been watching my thesis come to life. All right, the book is uh the loop. How AI is creating a world without choices and how to fight back since we’re, we’re, we’re talking about the book, we may as well get into the book, um. Just Your, your concern is that it’s what you say in the in the summary that it will amplify our good and bad human instincts, and these things are happening without us realizing, right, right, right. So I basically spent several years doing a PBS documentary series called Hacking Your Mind, and that was a crash course in the last like 60 years of behavioral science. We got to go all over the world and talk to these experts, uh, in all these different areas of human behavior. And their message over and over and over again was we make most of our decisions unconsciously and the way in which we make those decisions is incredibly programmatic. It’s very easy to predict, not easy, but very predictable and it turns out very manipulatable. We are very malleable and the. Upshot of that for me in my day job was to also be looking at all of these companies that I was speaking to, uh, you know, as a tech correspondent who were using at the time primitive versions of, of AI. This is pre-transformer models, which is the technology that made Chat GPT possible, uh, you know, where people are using sort of human reinforced learning kind of stuff, very sort of early versions of the AI that we now use so widely. And I just thought to myself, wait a minute, this is a perfect pattern recognition technology. It’s going to pull patterns out of huge tranches of, of data that a human being could never really analyze otherwise. All it does is find patterns in many cases without even being able to explain what that pattern is, just that this is the, you know, one that it can’t even describe but it can predict. And I thought, wait a minute, that is a, this is a really dangerous combination because the the this is not a technology being built by universities. It’s not even a technology being built by the military as past big knowledge innovations have been. This is one entirely being built inside for-profit companies that are going to be under incredible financial pressure to make their money back from the investment. And so, I just worried, you know, as much as, and I go into the book many times, uh into many examples of here are places that it could do fantastic things and your listeners, I think, are in a realm that could be absolutely transformed in a positive way by this. But unfortunately, the way this thing is gonna get packaged for revenue by the companies that make it, I think very often it’s gonna wind up amplifying the worst parts of our, or at least the most sort of primitive parts of our decision making system, you know, what the kids call the lizard brain. And so that that is the fundamentally what the book is about is if we let the market run wild with this stuff it’s gonna wind up turning us into an ancient version of ourselves that we that we’ve worked really hard to get away from and I and I feel like I’m seeing that playing out in real time here. Let me take a step back just to pull on something that you, you said, and I’ve always wondered about what, what is it that brought us chat GPT from the previous iteration that you described more primitive. What, what, what technology or I don’t know what, what was it that enabled chat GPT. to emerge. Yeah, so late 2017, early 2018, um, up until that point, uh, you, in order to use what was at the time the, the cutting edge of AI that was stuff that they would refer to as machine learning, neural networks, you had to do a kind of training system that was very specific. And like if you imagine that you’re. You’re a you’ve got a robot that you need to teach how to go into a sandwich shop and follow the rules properly, right? What you would have to do back then is say, OK, look, here’s the shop. OK, there’s a line of people you wanna stand at the back of the line, don’t go behind the counter where the food is, you gotta stand in that line. OK, then once the next person steps forward you step forward and in each case you need a human being. To do to reinforce what’s the right and the wrong choice in that process, and it’s very laborious as you can imagine you needed at the time, thousands and thousands of uh paid people on an Amazon run platform called Mechanical Turk that would do the training to make that possible. Then along comes 2017, 2018, something called a transformer model. And what a transformer model made possible was to pour. All of the people who’ve ever stepped foot inside a sandwich shop and gone through the process successfully, you can pour all of that data into the top of an enormous funnel, and at the bottom of that funnel will come out a set of cogent rules about what’s most likely to happen. After I’ve stood in the line for a second, then the guy you step to the front, and that’s when you order the sandwich and you hand over the cash. These patterns emerge from the, the, the machine observing all of this data. And that funnel capture system means you can. Take, you know, every star in the sky, every photograph of a mole that might turn into skin cancer, right? You can pour these things into the funnel and it will at the bottom of that without having to be taught piece by piece what’s the right answer, it’ll come up with these shorthand rules for making choices about this stuff. Fantastic, amazing. The problem, of course, is it can’t very often, usually it can’t really explain how it’s making those choices and Our brains are very quick to assume that this thing is then an expert in sandwiches, an expert in stars, an expert in skin cancer, when in fact all it is is an incredibly uh uh excellent. Pattern recognition system that’s literally all it does and so the the problem is that we tend to anthropomorphize that into thinking oh this thing could be an astrophysicist or a therapist or my girlfriend and that’s the moment that we’ve sort of entered now. Talk about girlfriend. I mean, there’s, there’s the company Friend. Oh yeah, I, I was in the New York City subway. I saw ads for friend, you know, I’ll, I’ll ride the subway with you, friend. I don’t know it’s friend.com or dotco or whatever, but you know, just, uh, I’ll, I’ll walk through the park with you. I don’t know, we may, we may get to friend. Yeah, this is the thing, right? This is, this is, this is the other side of it is that. You know, so there’s an, there’s a very famous story in my world, um, of a, of a researcher in the 1960s named Joseph Weizenbaum, and he was at MIT. He was German born and, and a very interesting guy and he was playing around with a system that he had built that was basically a teletype machine that could mirror what it received back at you in written form. And he was trying to figure out, OK, he, he, what he wanted to do was play with how will humans react to this. If I can make a lifelike conversational system, how will humans respond to this? And he was trying to figure out what’s the best way to dress this up so people will play with it, and he dressed it up as a therapist. He made it into a rosarian therapist, which at the time was the fashion and therapy. And Rosarian therapy is the kind where, you know, you say to me, Tony, you know, oh my wife is driving me crazy, and I say, your wife is driving you crazy. And you say, oh well, you know how women are, and I say, tell me how women are, right? It just is just, it is the easiest kind of mirroring back and forth. Well, Wisenbaums this thing on his secretary first. And the the story is that within 5 minutes she turns around and he’s watching over her shoulder and he said, and she says, I need you to leave the room and he says, oh, and she says, I’m about to volunteer stuff that I, I don’t want you to see, you know, we’re having a private conversation here. Within a few years, the American Psychological Association was predicting the end of human therapy. Carl Sagan was on TV talking about going into a phone booth to talk to your therapist, right? The the and and the the. Frenzy about this thing became so fevered that Wisenbaum quit the field. He was so disturbed by what he had built that he said, I’m out. And he, he wrote this great book about human, how humans basically are not ready for this stuff. And then he quit the field and he spent the rest of his life. He died in the 90s uh as a, as a uh like a climate activist in his native Germany. And I tell that story to young entrepreneurs, everybody kind of knows this story now. It’s sort of like a famous parable in Silicon Valley, but back when I was first telling it to kids who are, you know, right out of out of a business school or in a in one of these incubators we have out here. All that they would always say they’d laugh when I said he walked away from the field because they’d say, well, but he had a great minimally viable product, which is the term that people use an MVP MVP, right? You need that prototype to get your funding, right? He said he had a great MVP. He could just have gone forward, right? And I, and I’d have to be like, hey, you guys, that’s not the point of the story. The point is not that this is market fit. The point is it’s too good. At simulating what humans want out of this stuff and you know, cut to last year in the fall of last year, the incubator that Sam Altman, the creator of GBT of, uh, the founder of OpenAI, uh, he used to run this incubator called Y Combinator. Half of those kids coming out of there in this like 2 dozen companies that came out, come out of there each, uh, each session, half of them were therapists, therapy companies, right? And, and because there’s such clear market need, right? And so friend, I haven’t looked at this thing you’re describing, but right, whether it’s just sort of a solution for loneliness or an answer to the mental health crisis that young people are in right now, people just think, oh yeah, let’s sick this thing, this LLM system on that because there’s market fit and the lesson of, you know, of my career has been. We need to be thinking about other things than just market fit. Well, his, his concern that humans are not ready for this. I’m not, I’m not sure we’re more ready now. Uh, 20-30 years later, 30, it sounds like 30, 35 years later than, than when he left the field. Yeah, friend, I did just a little bit of digging. It’s, it’s a, it’s a necklace. You, you wear it looks like an amulet to me. You wear it around your neck everywhere and it hears. Thing that you hear, I don’t, I don’t know if it has a visual capacity. Yes, but here’s everything you hear and it’s everything you say. Yeah, I spent some time with this and the and the thing that is reflective about this, I can’t remember if it’s this or another one, but this is this sort of, you know, amulet, AI powered amulet is a thing. There was a company called Humane that tried to make a pin that was going to be this. And Sam Altman and um this guy Johnny Ive, who was one of the main designers at Apple under Steve Jobs, they’re now teamed up. Johnny Ives’ company got bought by Sam Altman, and they are in theory creating some kind of new form factor for AI that everybody expects will be something like a pin, a necklace, you know, something like that. And, and the thing is, right, I’m shaking my head. Yeah, yeah, yeah, ladies and gentlemen, Tony is definitely shaking his head right now because, but this is the thing, right, is that like. You know, we are of a generation that that has heard some, you know, knows some things about surveillance going wrong and knows some things about profit motive going wrong, right? But the generation of kids that are building these systems, and I don’t remember if it’s friend or another one of these, but I remember listening to one of the founders of one of these companies talking about it and you know, there’s just this sort of like college freshman’s idea of what. You know, a, a, a sort of sociological impact of this thing, you know what I mean so much insight. Yeah, and so that that idea that sort of, you know, and, and, and the thing obviously I hope to get into in this conversation is one of the things you learn as a young software person is that scale solves your problems. So you’re trying to ship a minimally viable product as quick as you can and grow the number of users as fast as you can, not just for revenue purposes, but also because that’s your quality assurance system, that’s your way of catching bugs and getting rid of them. So the more people using your thing, the the more bugs will get ironed out and the better the product becomes in theory. Well, that contrasts very dramatically with how hardware works. If you are the Ford Motor Company. And you have a bug in the F-150 you’re building and you ship the the more of those that you ship, the more you are compounding your problems you have that many more trucks you gotta fix, right? And I am, I have sort of come to develop this, this theory that that while AI people are all trained in that software idea where if we just ship enough of these amulets we’ll work it out. I actually think it’s more of a hardware. Problem because we are the hardware and the more you you build on to somebody’s habits of, of, you know, something problematic. I think the more we’re gonna see those effects compounded by scale. So I really worry about this this move fast and break things assumption, which, you know, I’ve, I still have people in Silicon Valley to say without irony the moving fast and breaking things is how we do things right, you know, that’s the best way to do it. We’re talking about the broken things being human beings. Yeah, and that’s the problem, right? I think we’re we’re poised to break some of the basic circuitry of human interaction and human cognition, and I worry about that. Um, maybe I’m beating this further than should, but listeners know that they suffer with a lackluster host. Just last week, the New York Times had a, had a profile of three adults. Who have intimate relationships with uh some with an AI large language model. 11 of them, one of them has married one of them claims that they have intimate sex. That’s the, that’s their phrase, it’s not mine, intimate sex with their AI partner. Uh, one of them is an AI is herself an AI researcher inside an AI incubator and, and one of them has married. His or her, I don’t remember what, uh, AI companion. I mean, we’re, we’re talking about intimate marriage and and intimate sex with with something that is, is an artificial entity. And before your listeners start to scoff at the idea that these are, you know, that these people must be deranged or you know, this, that or the other, there’s instances again and again, and they’re all anecdotal for the moment, but they’re beginning to get locked in for some real quantitative study. Of people with no history of any kind of mental health trouble, no documented history anyway, right? Falling deep into delusional thinking about these systems. And I, I would argue, like one of the ways that I’ve been trying to sort of parse my thesis as the statistics are coming to light is thinking broadly about the umbrella of what I’m of what people are sort of calling informally AI psychosis. And I’m trying to subdivide that into these different categories, and the one that you’re describing this attachment category is a really big one. So people are just in the same way that, that, you know, as I’m going back and forth with a Claude or a Gemini or a chat GBT and I’ve come to believe over time that this system because it occasionally interjects some stuff that that shows some memory of past conversations with me, I begin to think, man, this thing understands me. It gets me, it knows me in this fundamental way. There’s a, there’s a sort of a benign version of that in which you are sort of under that misconception as a product user and and it it’s just sort of like smoothing your experience with the product. The extreme version of that is what you’re describing where people truly come to believe that these systems are synthetic soul mate, they, you know, are supplanting a a lack of human contact in their lives, you know, all that stuff. And I would say it, this plays into multiple things like, you know, first of all, there’s a loneliness crisis in this country, not to mention. Half of the country. It holds 98% of the wealth and the other half holds 2%, right? So there’s a huge swath of human beings in this country who simply don’t have the time for human attachment really. Like I, you know, I’ve talked to, I talked to a woman who, who treats her AI chatbot as a as a boyfriend, you know, when you ask her about the details of her life, she sleeps 5 hours a night, she works two jobs at the airport. She’s got no time to create an attachment with somebody. Meanwhile, And this is the problem, right? And this is part of why I call my book the loop is that all of these effects seem to compound one another. Yeah, yeah, as we get into a world in which people are used to only a hyper sexualized, always available chatbot intimate experience, how are those people going to form real connections with other people, right? Who, who aren’t always on and not always sexualized and not perfectly tailored to to your desires as a product. And so my, my, you know, I, I just think we are. You know, so, so just to sorry, you cut me off here turn when I gone too long, but a couple weeks ago. Uh, I think it was 3 weeks ago now. OpenAI actually released some numbers showing how often, how prevalent the instance of what you are describing is among their users. They were doing categories like excessive emotional attachment, mania and psychosis, and suicidal intent, and they were showing the the um the numbers of people who are exhibiting all those kinds of things. And you know, it’s a, it’s problematic for many reasons. First of all, it’s a, it’s an internal study. Second of all, they don’t show it over time, so they’re not showing whether the numbers are going up or down. And, and we just got to kind of, you know, no, this is not independent researchers, this is, this is their, their release. So we don’t get to see, we don’t get, nobody else is checking the stuff out, but Um, they say that 0.15% of users, for instance, are openly discussing suicide, talking about their intent, talking about how they might do it, you know, seeking advice, essentially. And the chatbot is trained in theory to catch that, push them to uh dial the national crisis line, you know, there’s there’s some stuff that it’s supposed to do, but they say it’s not perfect. There’s many cases in which that’s not the case, and we’ve seen some some some uh families filing suit on that basis. 7 and I think 2 weeks ago, 77 different families filed suit in in California alone. Now, 0.15% of the total users. That’s 800 million weekly users. This is the fastest growing piece of software in history, right? 800 million weekly users, 0.15% of that. It’s, that’s about 1.2, 1.3 million people every week. Openly discussing suicide. Now the national rate of suicide, uh, attempts on an annual basis is in the single digits or I think it’s actual 10 tents is like 0.6%. So this is a much smaller number than that national instance, but this is, but that’s an average, the sorry, an annual average 0.6%, 0.15%, the number of people in ChatGBT, that’s weekly, that’s weekly, right? So the thing that this. Shows me, right, is that not only are people forming these very powerful and deep attachments to these systems. Um, they are, uh, there, there’s a, a. Uh, you know, a, a kind of, uh, like the question ends up being like, is this just a reflection of society and therefore it’s not, you know, a company’s fault that society’s statistical significant, you know, statistical instance of this bad thing is happening that was the argument of the social media companies made for years. Or you know, at the same time you’ve got the company talking about trying to you know opening eye literally saying we want this thing to be an emotional companion, not just a productivity tool, and they’re building it to be your friend because that is the best way to get you to use the product. So this is this moment in which in which, you know, I talked to some people and they say it’s not there, they, they don’t have any responsibility for this, this is just how humans are. I have other people saying they have a deep responsibility for this because they are specifically playing on. Human attachment, this fundamental need. And that goes back to your title, the loop. The, the more, the more affection and attachment you feel, the greater your reliance and the, and the closer you’ll get that’s right to the, to the artificial LLM tool. That’s right, that’s right. Now I, you know, I, I want to point out here, right, that like the vast majority, as, as we’ve seen in the numbers, the vast majority of people are not. You know, coming to believe this thing is a synthetic soul mate, right? But I would argue that significant numbers, a significant number are and I think anybody, and this includes me, who misapprehends what this thing is, right? Who comes to believe that it knows more than it does or that it is somehow, you know. Uh, uh, you know, a, a, a brainstorm partner or, you know, it can, it can be your sort of, you know, your, your, uh, uh, you know, your conciliary in some way. That’s, that is itself, I think, a kind of psychosis that we are all falling into. And what we’re seeing right, already in the studies, for instance, so on an institutional basis. We’re already seeing that it’s it’s flattening. The kind of creative thinking that you want out of a group of people. This is one of the things that I’ve been really bothered by, uh, you know, if you look at, um, those, uh, nature human behavior this year, uh, came out with a story, uh, I mean a a study called CATGBT decreases idea diversity in brainstorming and what they found is that when you compare a group of people who are looking at a thing on Google to, uh, you know, or in conventional sort of web searching to a group of people who are using ChaGBT for brainstorming. The number of ideas and the language around that ideas flattens out in this really particular way, in a measurable way. Just you get less ideas out of the group, because everyone’s kind of relying on the same on the same thing. People have also found this to be true in writing about the Wharton just did a study that showed that if you ask a group of people to write advice on health and wellness, and they, and you let some of them use Google, and you let some of them use an LLM, It’s the same deal that the Google writers, and I can’t believe I’m here defending Google search results, right, you can imagine 10 years ago I might have been saying something else, but like, you know what I mean like this is where we’re at. The Google search result people, they came up with a much wider variety of ideas and their language around it was more nuanced and interesting and subtle and diverse, right? Whereas the LGBT people, it was just much more inane, much more the same. You know, and so it’s that flattening that I worry about, even if we’re not talking about fully losing your marbles in the with this stuff, it’s still eroding something. Yeah and On Tony’s take too. That’s not right. It’s time for, it’s time for Tony’s take too. Thank you, Kate. I’ve been doing, uh, some travel lately. I was flying to, uh, Thanksgiving for about a week or so, and actually, uh, I’m flying tomorrow. That’s why I’m, I’m in a hotel tonight. That’s why I don’t sound like my usual high quality studio self. You get, uh, not only a middling host. But uh I also sound middling. So it’s, so the, the two, so now everything is equal. It’s not a middling host with a good quality mic. It’s a middling host with a laptop mic, which is a middling a lackluster mic. So. Everything, everything’s uh on par. As well, not as you’d expect, but everything’s everything’s uh equivalent this week. But the air travel, that’s what I wanted to talk about. Uh, I find folks are generally very civil and decent and humane to each other as we’re all flying together and even over Thanksgiving holiday, which is. the going and coming are the two of the most heavily air travel days in the US. I, I’m pretty sure the Sunday after Thanksgiving, which is when I flew. Back, uh, is the, the most heavy, is the heaviest flying travel day for the in the country. And you know, people are still very decent to each other, no patient, uh, for boarding, helping the elderly or short folks with the overhead bin space, you know, getting the bags up there, um. Changing seats, if, if two, you know, family members aren’t seated together, cause I don’t know, some reason the algorithm didn’t put them together or whatever, you know, people surrendering seats. I saw that. Um, and deplaning, you know, just patient, waiting your turn, you know, so, you know, I mean, I know there are exceptions. We’ve all seen the, uh, Pugilistic passenger videos, and people are battling each other in the, in the aisles or have to be dragged out in zip ties or duct tape or whatever by police. Yeah, I’ve seen those, I’ve seen those so that I, but overall, I find people Even in the busiest uh air travel days. Just like I said, decent to each other. Civil, humane, so that’s wonderful, that’s wonderful because you know people could be posturing to get off the plane early because they gotta get somewhere, get get to their connection, you know, whatever. I don’t see a lot of that. I, I hardly ever see it, hardly ever. So that’s good. That’s good. Air travel civility. We’re doing well, let’s keep it up. Do your part, do your part to be civil. And that’s Tony’s take too. OK. Since I’ve never been on a plane, I can only go off what I see on social media. So what I’m hearing from you, it sounds like you’re pretty lucky with your. No, it’s not that I’m lucky, it’s that those fighting, uh, passengers, those belligerent passengers are the rare exception, but that’s the ones that make the social media, you know, a routine flight with everybody being humane, civil, courteous, polite. Nobody’s gonna watch that. Nobody’s even gonna record that. That would be 2.5 or 3 hours of total boredom. Nobody’s gonna watch that, but the 8 seconds where there’s a flare up on 1 and 1 in, uh, it’s probably 1 in like 100,000 flights and there’s this, there’s tens of thousands of flights in the US every single day. So don’t, don’t judge by social, uh, what you see in the social networks. We gotta get you on a plane, uh, you know, yeah, I, what, 22, right? 22? Never been on a plane? Yeah, we gotta fix that. I gotta fix that for you or something. I’ll just fly you somewhere and then we’ll have lunch and fly back or something, uh, we got. We gotta fix that. We’ve got Bou but loads more time. Here’s the rest of Overlooked consequences of AI and how to preserve your humanity with Jacob Ward. What I believe it’s eroding, I’ve been saying this for a long time because we’ve had many shows on artificial intelligence, uh, is. Creativity. Basic creativity. I, I, I think when When you’re looking at a blank screen in Word and you need to fill it. That’s, that is the most or you need to get started filling it. That’s, I think the most creative act in writing. You, you’re, you’re not, you’re not relying on any external source. You’re relying on what you know to write about the topic that you’re tasked with versus the very last century of you, Tony, pardon me how very last century so it’s so quaint typing. What are you talking about? versus using one of the large language models to write you the draft and you become the copy editor or maybe you even become the managing editor, but give yourself another you’re, you’re editing another things initial draft that I think is seeded the most creative act in in writing or composing music. Uh, right now, right, we, there are certainly there are, you, you can compose music in these, in the with these tools, um, and and the thing to understand, right, is that, is that the product that it puts out just because it’s mimicking a thing, this is the thing I, this is, this is the, the need to hold two concepts in, in, in one argument that I’ve really struggled with in, in my, in my work is on the one hand I’m saying this thing is just a parrot. On the other hand, I’m saying. It’s ability to parrot language and music and art and the rest of it is good enough to tickle the part of your brain that likes music and art and the rest of it. It’s it’s good enough to make your brain go, oh this is good music, or this is convincing writing. I mean the studies that we’ve seen already on, for instance, for instance, politically persuasive writing. Has shown that LLM generated stuff is better. It’s more effective than human generated stuff. Now this is because it’s a pattern-based system and it’s done the analysis, you know, I can’t tell you what the analysis is, but it’s done the analysis. And so the thing that I want people to not get confused about is. Just because it is a simulation of life, you know, a simulacrum doesn’t mean it’s not going to be incredibly effective. And so what I think we’re gonna wind up in the, the thing we’re gonna have to defend for ourselves is uh the, the term I keep coming back to because it’s a very bad word in Silicon Valley is friction. The the pointless friction filled act of sitting at a blank screen and writing something or sitting with a blank piece of paper in front of you and writing something. That’s it’s less efficient. It’s not even gonna produce good enough work, right? My 12 year old was just the other day saying. Man, I hate using Cha GBT for images because the images it puts out, I find myself thinking, man, I really wish I could create an image as good as that. But I don’t, but I don’t, I, I like making images and so I’m gonna just keep doing it on my own, right? And. You know, my 12 year old for president, like I just think she’s so smart about that, right? But this is the thing is that the market’s not going to reward the way we used to do it. It’s going to reward the new way because it’s effective, because it’s efficient. And so we’re gonna have to, I think, push back against that a little bit if we want to protect. Some long term goals we have for ourselves as a species protect humanity. I mean, I, I think this is what makes us human is the is the the creativity you’re talking about flatlining when brainstorming groups have uh a large language model like based to start at to me that’s antithetical to brainstorming. You’re all supposed to bring your own individual perspectives and no idea is, is eliminated at the at the first phase. But you’re not supposed to all start with a, with a common. The only common level is we’re all human and we all bring our multiple experiences to this topic that we’re brainstorming about and perspectives, and we contribute them, uh, until, you know, until we’ve run out of time and then we start to parse them down. But you’re not supposed to come with a common basic, uh, a common foundation to a brainstorming session, right, exactly, exactly. It’s not necessarily about the efficiency of it. I, I absolutely agree with you. Here’s the other part of it, right, is that like. I need a glass of wine. I need a glass of wine, the edge off. I ruined, I ruined so many parties invigorating, you know. So here’s another thing I would say, right? Here’s another 19th century concept you’re talking about Microsoft Word. Let’s like think about pre-Zoom life, right? So, so one of the researchers that I spent some time with and really was, uh, blown away by is, um, uh, this, um. Uh, she’s, she is a European and American. She holds appointments in both places. Beatrice de Gulder is her name, and she studies. Basically, um, she used to be thought of as kind of a crank by a mostly male research world who didn’t like the ideas that she was playing around with and what she was playing around with was the idea that started with something that came up in the first in World War One and then she refined, was the idea that people whose visual cortex has been damaged, that the, the optic nerve, you know, between the optic nerve connection between your eyes and your brain has been damaged, cut off in some way. In World War One, it was typically by some kind of horrible trauma. Now you can study people who’ve had it cut off by a stroke, a lesion. She studies these people and she’ll do things like, so they come in and they’re blind. They’re blind, you know, they have canes, the whole thing. And she early in her research put one of them uh into a hallway because she’d been striking out with every other experiment. She put him into a hallway and put this little obstacle course in front of him because she noticed he just moved in a weird way for a blind guy. And They take his cane from him and they say, can you walk to the end of the hall? And he, and they don’t warn him about the obstacles. He walks toward the first one, he turns sideways, scoots past it, turns the other way, scoots past it. There’s a blind man, right? He gets to the end of the hallway and she said, and they rush up to her to him and gasp and say, how did you do that? And he says, do what? He has no conscious memory of having done it, or of any of the mechanical stuff he needed to do with his brain and his and his muscles to make that happen. So De Geler then, after that, begins playing with the with new experiments around the same kind of person. And she starts rigging up faces, their their faces with a bunch of little sensors and then seeding them in front of a big screen on which she will show huge human faces, grinning or frowning or masks of pain or masks of fear, and then she’ll ask these people, what do you, what do you see? And they’re sitting in front of this huge grinning face and they’ll say, are you kidding? I’m, I keep telling you I’m blind, I can’t see anything. What are you talking about? But the sensors on their face, when you register that when you show them a a smiling person, their face starts to smile back. You show them a frowning person, their face starts to frown back. There is a non. Optic nerve way we are catching emotions from each other and transmitting them, which is how we are able to escape danger, right? snake comes in the room, my face freaks out. I, I make the face that I would make with a snake. You’re on your feet and out the door before you even, you know, you, you know, we don’t even have a conversation. You don’t ask me like what kind of snake is it, right? You, we are out of there. And what she and all of these researchers that have come since have shown is that sitting together physically, there is so much stuff being passed back and forth between us, stuff that they can they can measure if not directly observe. And so I think like the idea that we have created this vastly more efficient system that lets you and I speak to each other from 3000 miles apart and I’m thrilled that we are, right? But if you, but the assumption that this is as good. As you and I sitting together in person and making up ideas, right, we are so the products are so far out in front of actual scientific understanding of what’s valuable in human connection, and that is a, a thing I’m, I’m, uh, bothered by and uh no one wants to pay any money to hear about it. Well, people don’t have to pay money to listen to, to, to hear about it here. Yeah, no, absolutely, we, we need to keep our, I, I get, I go back, keep our humanity, remain conscious that this is a tool. It’s, it’s wildly helpful, uh, um, but it’s not, it’s no substitute for. Being, uh, IRL, uh, right in real being person to person, any more than friend is a substitute for intimate sex with someone that you’re intimate with, uh, it’s, it’s, it’s, it’s, it’s our, yeah, it’s our humanity. All right, look, um, I need a bottle of wine now, but I do wish we had a, we chat chat over this chat about all this over a bar at a bar, um. You talk some, you think, uh, you think a good bit about um social media moderation. What we’re all, what we’re all facing there. uh, why don’t we, let’s talk about how we’re being. Guided, led, uh, controlled, I don’t know which, which verb you you what kind of verb you prefer, but what’s happening to us, uh, in the, in the social networks? Well, I mean, one thing that we, we saw, um, you know, in the, in the social media era was the capacity for human beings to sort of tailor their information diet to as tight a little bubble as possible, right? And typically that bubble was Was defined by how many other people you could find that that were interested in that same kind of bubble, right? Could you subdivide somebody’s interests in a conspiracy theory or you know, Kashmir or whatever else, right, to could you, could you put those people into a bucket and find enough other people that also fit into that bucket that was that’s the essential, you know, task of social media as a business. Well, now you don’t even need other people, right? The problem with AI that that, you know, another of the difficulties with AI is that your information diet. Suddenly is, is just you, and yet it gives you enough of a feeling that you are connected to something larger than yourself, which was what the social media made possible, the feeling of connection with uh with something larger than yourself. Now suddenly. a chatbot is going to give you that capacity, that feeling of having tapped into something. Without anyone else having uh being involved in it, right? I mean, now, this is, of course, you know, not taking into account the fact that these companies are trying to draw from. Actual, you know, ground truth, you know, reporting and whatever, whatever else, right? But, but in terms of what the what the technology is capable of doing it is capable of giving you the impression that you are tapped into something larger than yourself when you’re when it’s just you by yourself. And so I definitely worry about the, you know, if we thought the information bubble problem was bad in social media, I think it’s gonna be even worse in this case because of that kind of isolation. You talked some about uh forms of restraint. Yeah, this, this sort of gets us to, you know, how to, how to preserve our humanity, but let’s, you know, let’s start to move to brighter. You know, we do have control. We are humans. We do have. We call it forms of restraint, which I find interesting. So I’m playing around with a new concept and I, and I, I gotta find a day job before I can afford to to write this book. But I, but I, um, the book is called Great Ideas We Should not Pursue. It’s based on something my grandfather used to say. He’d say that’s a great idea. Let’s not do that. And, and it’s, it’s a, it’s a kind of uh mantra that I, I, I knew I was on to something when I, you know, I’d, I’d say it to to founders here in Silicon Valley and, and, and their heads pop off. People just hate that phrase here. And so I think I’m on to something because you’re clearly, clearly if it makes them nuts, uh, there’s something, there’s something there to to explore because it’s so antithetical to the moment we’re in, right? What, not pursue a thing that you could do like not go for market fit? Why wouldn’t you do that? Well, here’s one place in which, for instance, you’re gonna need to do something kind of nonsensical as an organization that I think maybe your listeners in particular might might benefit from. So you’re gonna inevitably have some company. Maybe there’ll be an evangelist inside your organization or on your board who says you should implement AI immediately to wipe out. Your costs when it comes to the entry level work that uh you’ve until now relied on recent college grads to do, right? The filing, the, you know, the, the customer service, the receptionist role, that kind of thing, we, you’re not, you’re not gonna need it because the AI can do it. Well, here’s the thing, the long term problem that that is gonna create and people, uh, much more than me have already been publishing on this topic. So the, the, the effect of that is going to be wiping out. Those 1 and 2nd jobs that kids get out of college at these organizations. And let’s say you cut to like 6 or 7 years from now when you would typically be promoting that 1 or 2nd job. Occupant into that third level role. Maybe now they’re gonna manage somebody, right? Maybe now they’re they’re gonna be outward facing and really speak for your organization in public, right? They’re gonna have to have developed the soft skills. One of the misconceptions that I think even the makers of these systems are operating under is that somehow we will carry forward. You know, and this is funny for people who really are eschewing college and saying you don’t need a university degree and education isn’t really necessary, all that stuff, right? That what they, I think, have failed to recognize in themselves, the assumption. That there that you’re gonna carry forward the critical thinking and the socialization that education gives you in theory, and as a result, you’re gonna be in a position where nobody’s qualified for your third level. You know, you’re that 3rd job for that first management position, whatever it is and so the, the friction, right, the blank screen uh uh piece of of human preserving illogic that I think your listeners should maybe consider is you’re gonna need to find another way to train somebody up in that role. So even though you’re gonna have somebody saying, listen, you can take it off your balance sheet that being a customer service person, don’t do it. Use the technology if you feel it’s, it’s ready for it, but you need to save that money because what you’re gonna need to do is bring some somebody in just out of college and put them in a kind of. I don’t know, we could call it an apprenticeship, a residency, something where they’re in your organization, learning the ropes, learning the place, learning to be reliable and professional, learning to be the kind of person you’re gonna value in a few years. And bring them up in that role. One of the things that you could conceivably do with that person, for instance, is give them an enormously more creative set of responsibilities. You could say, listen, I need you to be coming up with the weirdest ideas you have, right? I need you, I need your weirdest thoughts for how we’re gonna like breakthrough on TikTok or your weirdest thoughts on how we should, you know, assemble a youth advisory committee or you know whatever but like. The the market logic and the sales pitch of these companies is gonna be you don’t need this stuff anymore, but I think instead that the illogical and absolutely crucial role of somebody leading an organization is going to be. Keep that budget, save that budget, and use it to make your people better. Because if you don’t, this technology is going to rob you of those people just when you need them in a few years. And you mentioned this, I’m just, I just reinforcing that it’s it’s not just the uh like the intellectual part of the work, but it’s the socialization. It’s, it’s the socialization to your, to your organization’s culture. That someone who starts and works their way up over 456 years isn’t going to have when they come in day one and they’re leading a team now and they have to they have to understand the culture and the team and the substantive work. I think that’s absolutely right. The socialization, the, the, um, the self-discipline. I mean, I was talking to a guy the other day. Who I was, I was at a dinner party and he and he he was lamenting that his daughter doesn’t want to be a lawyer or an engineer. She wants to be an artist, and I said, I don’t know, man, have you seen what’s going on with lawyers and engineers right now? Like I don’t know that your kid would actually do much better in that market at the moment. And and if anything, I found myself thinking, man, if you actually, you know, I, I’m again I’m I’m, you can hear my love for my 12 year old, she’s she’s like bjork. She just like, like creativity comes out of her and. She is driven by that creativity to be fairly disciplined about her output. She really, you know, she just did the uh the Nano Remo, the uh, write, write a novel in a single month thing in November. It’s a, it’s a writing event in which you try and bang out a novel in a single month, you know, she sat there and banged that thing out, you know, and, and to my mind like. I said to him, I was like, a prolific and disciplined creative person could be in fact the most valuable kind of professional in the future, because everything else in the market is gonna tell you, you don’t need that, right? But if you can actually generate real self-discipline and real organization to your creative thinking. That’s the one thing I think that could that that the market won’t be able to take away from you or you, you know, or that or that will still be really, really powerful and and valuable in the market. So I just hope that that your listeners like everybody will will just think about like how do we protect that rather than fall for this line that oh you can operate a, you know, I mean Sam Altman uh at at the beginning of 2024 said to a podcaster, Alexis Ohanian, he said. Um, that he and his buddies, his tech CEO buddies have a bet going as to when we will see the 1st $1 billion company. Right, that’s their vision. It’s not. Freeing your time and making you more creative, it is. Pillars of wealth, you know, towers of wealth, uh, where no one else gets a job, and that doesn’t feel to me like, like what what we should be working toward. That’s dystopian to me. Pillars and silos and one person if, if, if one person so one each person has a building then they can with that kind of wealth and so many buildings you get to have, you know, that’s right. I don’t know after the, after the, after the tech bros by all the all the land, buy all the real estate, where do the rest of us. Well, you know, we found out that. This also quaint, I suppose. We found out during COVID. What, what jobs are truly important. To our, to our functioning, to our survival. Now I live on a, I live in a little beach town in North Carolina that the ocean is across the street. I’m on, I’m one tier of one row of houses away from the beach. And to me it was the garbage men. Uh, the, the food store workers, my local food store, um, uh, restaurant workers, but, but in my town, uh, it’s so small, we don’t have delivery, you have to go pick up, but they were hopping, they were hopping the meals out into the parking lot, you know, in bags. You, you couldn’t go in the restaurant, um. Postal workers? I, I, I, I still needed my mail. Um, technology, I, I don’t want to go too far, but I needed my ins I needed my technology infrastructure. I needed my spectrum to be working. Uh, I, I mean, I, I think that’s, I, I don’t know, maybe, maybe I’m missing one or two things, but the, the, the people who are actually doing the work, I would have been fine if, if Wall Street had shut down and I, I would, my money would have gone in the bank and it wouldn’t earn as much, but I’d still be surviving. I’d still be, I still, if I have the garbage being picked up and if I can go buy food. Then I can still survive quite well without without Wall Street functioning. Well, this is the thing is that it’s not clear to me, you know, that the vision that so you know, the, the folks making these technologies, the people who are at the top of the Magnificent Seven, as the big companies are called, right, they, they really seem to believe and I I think they really believe in their heart of hearts that there is a utopia coming. In which, you know, made possible by AI in which we eradicate cancer and we, you know, and, and everybody gets to be a watercolorist in their garden kind of and, and, and I just think that that. There are multiple problems with that. One, the math just doesn’t quite work out, uh, on, on everybody getting to relax all the time. Two, culturally in the United States, especially and especially in Western democracies, we don’t like to just let people hang out. We really are allergic to the idea of paying people for free time. Three, there’s something called the Jevons paradox. William Jevons was a 19th century British economist who came up with this paradox where we were burning coal more efficiently than ever, and yet we were burning more of it than ever. And it’s come to be, uh, used to describe basically any case in which you use something more efficiently, you wind up using more of it. And I think that’s gonna be true of free time, uh, of just our time in general, that if you, if you give somebody the opportunity to work. As hard as 10 people, then they’re gonna end up having to work as hard as 10 people. It’s not that they’re gonna get 10, you know, have to work 1/10 as hard, you know, only a 10% of the time. That’s not how it works. And well, we saw that play out with the, with the, the, the, the free time that we were all gonna get from smartphones because they were gonna make us so much more, so much more productive. We’re gonna have a plethora of free time. I, I, I haven’t seen any more free time. I see you can’t get away for more hours. That’s right. And working in environments where I didn’t previously work. This is the reason I go camping all summer, productivity filled those, those additional, uh, illusory hours. That’s right. That’s right. And so, you know, I just think that the, the what, what, what these folks seem to believe can happen. I don’t think is actually something that that we culturally or economically are are prepared to actually make possible. And you know, so the founder of Anthropic, he was just profiled on 60 Minutes the other night and, and in an interview with uh with Axios, uh, this year, he said a really interesting thing where he basically said, The truth of this, I’m paraphrasing here, but basically the truth of the matter, he said, was essentially This technology might make it possible for us to cure cancer and make and create vast riches, and we might have 20% unemployment. Basically that was his that was his thing, right? And I admire him saying that out loud. Like I’m glad that he’s that he’s making that warning. I’m not sure why a guy who knows that keeps plowing ahead on making the technology, but OK, but I, I think there’s there’s no because he’s not in the 20%. Well, that’s correct. That’s right. That’s right he aspires to be in the 0.001%, about towers of money. That’s right. That’s right. You know, I, I think that we, this, it is going to require a fundamental renegotiation about the value of human beings, you know, that’s gonna have to do with, with both a sense of purpose, right? It’s my daughter saying I like to draw a thing even though it’s not as good as as what Cha GBT makes, right, a feeling of purpose and accomplishment and. GDP is, you know, your, your productivity. I think we’re gonna have to divorce our financial value from our productivity at some point, and I don’t know, I don’t think we’re on the path to that. Like I don’t think we’re very good at that in this country, but, but that’s what I think this technology is gonna sort of force on us because we can’t all work 10 times as hard for 1/10 of the money. That’s not gonna work. Let’s focus more on uh on some, some forms of restraint. So if you can do, if you can share one more on an institutional level, and then I’d like to spend a few minutes on restraint in individual personal restraint, but you got one more for one more that you can share on the, on the nonprofit level. Well, on the nonprofit level, I really just think that that what you have described several times in this conversation is is the right thing to think about, which is that you have to protect. The awkward open. Creative tasks, even if the technology is is saying, oh no, don’t worry about it, I’ll take care of that. And so, you know, we’re seeing, I think the best companies thinking about this stuff now are recognizing. We’re not gonna, we’re not gonna cut our costs yet. We’re gonna hold off on that this is not unfortunately the, the majority of these companies. Majority of these companies are just going ahead and cutting costs even before they know whether AI can can fill in, um, but the, the smart companies I think are saying OK. We have these tools. In theory, it’s gonna automate this set of tasks. Let us as a result hand that time back to people, right? If we’re really gonna buy this idea that this technology is going to free us up and let us become a better version of ourselves, we have to enact that. We have to enact that. You can’t, I’m skeptical about that. Yeah, me too, me too. But if in theory I don’t have to, you know, uh, spend as much time doing a travel booking or spend as much time making up a calendar of events or whatever the thing is, right? Then the expectation I think should be that that person gets to spend that saved time doing something that you know that is long term thinking that is you know uh cultivating some some creative priorities that is connecting with other people in a way they don’t normally get to. And so while the while the the promise of this stuff in theory is to save you work, I think especially as the leader of a nonprofit. You’re actually gonna have to do a little more work in the short term to think, OK, if I, if I could give each of my people 20% of their time back, what would I want them to do with that time and getting getting that air traffic control system built, I think is the is the institutional is the short term institutional thing before you start saying I don’t need this person, which is what all these companies are gonna try and convince you is the answer. An example of that could be uh sabbaticals, additional time off like 4 day, I mean there is, there is a national, there is a national organization for a 4 day work week, a 4, a 4 day 32 hour work week, not a 4 day 40 hour work week, a 4 day 32 hour work week. I’ve had guests on who have implemented that in their companies and with great success, 32 32 hour, 4 day work week. So those, you know, those types of You know, the, uh, right, that’s that capitalizing on those types of those claims, promises. You know, that’s when people start to see that the technology really does work for everyone. Well, that’s right, and that’s how you get and that’s an egalitarian that’s right. And that’s how you get people to use it in a smart and creative way. You get them motivated to use it in a way that that is beneficial. If you instead say to them, yeah, you’re gonna work twice as hard now because I expect you to using these tools, that’s where you get people not. Using them well, perhaps using them to, you know, uh, you know, plagiarize and, you know, create a, you know, create reports based on fictital fictitious studies and all that stuff, you know what I mean? So I feel like the best behavior with AI is going to be made possible by, by what you’re describing there, Tony. And I, I, I think taking some of the, the, the potential bad outcomes to an extreme. I, I think that’s what leads to the marginalization of large swaths of our population who then look to a person or a technology to lead them to, to that promises them retribution. You know, you’ve been, you’ve been wronged by I’ll, I’ll be generous and put it in the tech now you’ve been wronged by the technology. Over these years, and I will write that. I, I will give you, I will give you your voice back. I hear your grievance and retribution is coming when, when I’m in power. I mean, I, I think that I, I don’t, I don’t think that’s such a, such a far stretch from, you know, the sort of the disenfranchisement and, and, and frustration that. You know, we see for, for other reasons now. I think technology could lead us to, to that, to a, to a continued. Frustrated population. Let, let’s go to the uh the individual on the individual side. Restraint, restraint. Let, let’s, I want to leave folks with things that they can think about and, and either doing or think about doing for themselves to, to break us free of everything we just spent, you know, 55 minutes talking about. Right. Well, one thing I, I, I feel I always want to sort of say before offering advice on on how one can change their behavior as an individual is that I don’t think it’s up to you, you individual to Uh, push back against this tide. I do think it’s a tide, and I think that some forces much larger than us are gonna have to go to work on this problem, uh, for, um, some balance to come out on this. I’m a big fan of, of some of the, uh, you know, I, I think lawyers go a long way in in making change in this country. The reason that you and I are not smoking cigarettes. Uh you know, in this conversation and that we drive a car with an airbag system right there a seatbelt, yeah, that’s go back to the 70s seatbelts. Yeah, so, so I’m a big fan of the American liability regime for that reason, and I think some stuff is coming to help uh with this, with these things that are gonna be helpful. But in the meantime, I think that first of all, from a just from a personal perspective. Keep getting this technology to explain its limitations to you. I think any prompt you put in there that says, explain to me what you can and can’t do is a very helpful way of just reminding yourself, oh, this thing is just. Mimicking language. This is not a guru. This is not an expert. This is just a parrot, a really good parrot, right? That to me is a really important just sort of refresher. You can even set some of these LLMs to remind you of that stuff, right? It’ll ask you, you know, well, what kind of personality would you like me to be? And you can, you can make it as smooth and as fun to play with to talk to as you want to, but I would argue better to make it. To, to have it keep reminding you about what it is and what it isn’t, you know, make it not as much fun to sit with that thing. And as a result, You know, make it, you know, you can even use it to tell you, OK, that’s enough for a little while. I think you need to build an hour into your day where you’re literally doing nothing, because this is the other thing that we’re, you know, that we were already in this situation with smartphones, but we need to get back to a world in which you are preserving a little chunk of your day in which absolutely nothing is going on, to just get your brain the chance to to get back to its normal state. You know, for my, for my money, I really like, for instance, going outside, not just to get the sun on you but also so that your eyes have to see something that’s more than 30 ft from you. If you can get your eyes to focus on a distant horizon object, as a, as a former New Yorker, this was always the challenge. Can you find an avenue where you can look at something that’s more than 30 look down a street, yeah, you need an avenue rather than rather than a street, um, you know, the, the. The protecting of your brain’s, uh, calm creative space, driving without any uh stimulation other than what’s in front of you in the wheel. That’s how you’re gonna get your brain back to a sort of a, a, a healthier place. And then the last thing I would just say is, and this is true in social media too, I do a lot of work um speaking to to educators and school groups and so forth and and uh my I helped, I was part of a group that pioneered some. Pretty restrictive digital rules in our schools, uh, here in Oakland. But you know, one of the things, one of the lessons is, use it to go get what you need. And then when it brings it back to you, turn it off. So don’t, you know, when it brings the research back to you. Read that research. Don’t just let it then summarize that research for you and keep going, right? Um, the, the system is going to be is going to constantly ask you, what else can I do for you? What else, what, what next? What next, right? Don’t fall into that trap. Instead, you got to turn away from it, right? So that it is not the intellectual equivalent of the passive feed which was social media, right? Social media changed what was once a you go and get what you’re looking for model. Into a just sit here and swipe and we’ll take care of the rest kind of model and so using it to go get a thing or or you know fetch you what you need and then turning away from it I think is is as close to a mentally healthy interaction with the system as you can as you can uh do at the moment. Um, I don’t claim to have the answers to this because this is like I say, this is the perfect. Uh, hack for our brains, I think. And so the idea that human beings have to be somehow responsible for this, it reminds me like I’m a former drinker. I don’t drink anymore, and, uh, and you know when the when the liquor ads say drink responsibly, it makes me crazy because there’s no such thing for me, right? And I think that that we’re gonna find that in many areas of cognition and interaction there’s no such thing as using AI responsibly, but for the moment, you gotta start trying to make up those rules for yourself and those are a couple that I follow. Well, you and I could talk about this over a cup cup of coffee and tea. Uh, you can drink instead of a bar. I love to watch other people be drink. I just can’t go to the bar. That’s right. All right, Jacob Ward, veteran journalist. You’ll find him at by Jacob Ward in all the social networks. Uh, the book is, uh, the loop how AI is Creating a World Without Choices and how to fight back. Jacob, thanks very much for sharing your, your research, your thinking, vibrant conversation. Thanks so much, Tony. I really appreciate you being here. I’ll just shameless plug. I run a um a newsletter called the Rip Current at the ripcurrent.com. If anyone wants to hear me rant like this on a regular basis, that’s, that’s where we’re at. So thank you so much, Tony, for this time. I really appreciate you. My pleasure. Thank you. Next week That’s a very good question. What’s certain, it’ll be our last show of 2025. Talk about lackluster host, can’t even come up with a show for the next following week. It’s unbelievable. Horrible. If you missed any part of this week’s show, I beseech you. Find it at Tony Martignetti.com. Tragic actually is what it is, tragic, tragic. But your, but your intro today was nice and, uh, I heard like the echo. Cuz without the mic, you don’t have the uh. How is it called like the sound. You know how you’re a really good mic, it takes away like all the extra sound out here. Yeah, the ambient, the ambient noise. Yes. Well, when you went to do your intro today, I heard all of it. Right. Right. So what does that have to do with not having knowing what show is gonna be next week? I don’t know. I had a I had a point, so, we, we gotta get you on a plane. That’s the problem. You never, you never have done air travels. You, you’re confused. All right. Our creative producer is Claire Meyerhoff. I’m your associate producer Kate Martignetti. The show social media is by Susan Chavez. Mark Silverman is our web guy, and this music is by Scott Stein. Thank you for that affirmation, Scotty. Be with us next week for nonprofit radio, big nonprofit ideas for the other 95%. Go out and be great.