All posts by Nonprofit Radio

Nonprofit Radio for August 7, 2020: Donor Surveys & People-Powered Movements

I love our sponsors!

WegnerCPAs. Guiding you. Beyond the numbers.

Cougar Mountain Software: Denali Fund is their complete accounting solution, made for nonprofits. Claim your free 60-day trial.

Turn Two Communications: PR and content for nonprofits. Your story is our mission.

Get Nonprofit Radio insider alerts!

Listen to the Podcast:

My Guests:

Crystal Mahon & Christian Robillard: Donor Surveys

Make the most of the donors you have by discovering their potential through surveying. Crystal Mahon and Christian Robillard talk principles, best practices and goal setting. Crystal is with STARS Air Ambulance and Christian is at Beyond The Bake Sale. (Part of our 20NTC coverage)

 

 

 

 

Celina Stewart & Gloria Pan: People-Powered Movements

This 20NTC panel helps you build more effective and more inclusive movements by encouraging you to think about communications, power and privilege. They’re Celina Stewart from League of Women Voters U.S. and Gloria Pan with MomsRising.

 

 

 

 

Top Trends. Sound Advice. Lively Conversation.

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

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

Get Nonprofit Radio insider alerts!

Sponsored by:

Cougar Mountain Software logo
View Full Transcript
Transcript for 501_tony_martignetti_nonprofit_radio_20200807.mp3

Processed on: 2020-08-06T23:37:16.508Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2020…08…501_tony_martignetti_nonprofit_radio_20200807.mp3.541230381.json
Path to text: transcripts/2020/08/501_tony_martignetti_nonprofit_radio_20200807.txt

[00:02:40.44] spk_1:
on welcome tony-martignetti profit radio big non profit ideas for the other 95%. I’m your aptly named host. Welcome to our first podcast only show. Oh, I’m glad you’re with me. I’d get slapped with a diagnosis of in Texas itis if you inflamed me with the idea that you missed today’s show Donor surveys. You’ll make the most of the donors you have by discovering their potential through surveying Crystal Mahan and Christian Robot Yard talk principles. Best practices and goal setting Crystal is with stars, Air ambulance and Christian. Is that beyond the bake sale? This is part of our 20 and TC coverage and people powered movements. This 20 NTC panel helps you build more effective and more inclusive movements by encouraging you to think about communications, power and privilege. They’re Selena Stewart from League of Women Voters. US and Gloria Pan with mom’s rising on tony steak, too. Planned giving accelerator were sponsored by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com and by turned to communications, PR and content for nonprofits, your story is their mission. Turn hyphen two dot ceo. Here is donor surveys. Welcome to tony-martignetti non profit radio coverage of 20 and TC 2020 non profit Technology Conference and 10 made the excruciating decision to cancel the non profit technology conference. But we are continuing virtually. You’ll get just as much value. We don’t have to all be close to pick the brains of the expert speakers from From N 10. Our coverage is sponsored by Cougar Mountain Software. The Knowledge Fund. Is there complete accounting solution made for non profits? Go to tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial. My guests now are Crystal Mahan and Christian Robot Yard. Crystal is manager of annual giving at stars Air Ambulance and Christian is founder and chief podcaster at Beyond the Bake Sale. Crystal Christian. Welcome. Welcome to non profit radio,

[00:02:44.19] spk_2:
tony.

[00:02:45.00] spk_0:
Thanks, tony. Great to be here.

[00:02:46.42] spk_1:
It’s a pleasure to have both of you. You are both in ah, in Canada. Crystal. You are in Alberta and Christian. Remind me where you are.

[00:02:55.54] spk_0:
I’m in Ah, beautiful, Sunny Ottawa, Ontario.

[00:03:00.02] spk_1:
Ottawa. No other capital? Yes, in

[00:03:01.23] spk_0:
your nation’s capital. Not be not be disputed with Toronto. Who likes to think that the capital

[00:03:29.66] spk_1:
I know well and many Americans think it’s either Montreal with Toronto? Yes, but, uh, Ottawa Capital. All right. I’m glad to know that you’re both well and safe. Um, and glad to have you both with us. Thanks. Um, we’re talking about donor surveys. Your your NTC topic is ah, Dorner surveys your untapped data goldmine Crystal. Why are surveys a data goldmine?

[00:03:45.11] spk_2:
Well, we have the fortunate launching a survey. We’ve never done one prior to 2016. And when we did it, we were amazed at what we found. So we learned a lot about our donors. Education preferences. We made money, like, usually made that on that. And I’ll talk about. We actually ended up learning a lot about I’m getting prospects. And turns out that there were a lot of donors that we had no idea name Justin there will ever interested in the will. So there was a lot of revenue like hidden revenue that we were finally getting access to you. So that’s are where that line is moving your wits, but it’s preparing to you.

[00:04:23.61] spk_1:
Interesting. I’m looking forward to drilling into that more because I didn’t plan to giving fundraising as a consultant on sometimes asked by clients about doing surveys. So I’m interested in what you’re doing as well. Um, and and you’re getting gifts. You said you’ve made money back from them. So people do send you gifts of cash along with their surveys.

[00:04:53.69] spk_2:
Yes. Like this year we get. Because last year, 2019 are stars. Allies there, maybe $300,000 And that all the you people have been found for giving what? We’re looking at dollars. So it’s you cannot do a survey to seem like you. Point?

[00:04:54.30] spk_1:
Yeah. Did you say billions? With a B?

[00:04:57.21] spk_2:
No millions and

[00:05:08.78] spk_1:
millions. Okay, the audio is not perfect, so it almost sounded billions. So I want to be sure, because I’m listeners have the same question. Okay, Millions, millions is still very, very good. Um, Christian? Anything you want to head to about Why these air Ah, such a gold mine for non profits.

[00:05:14.81] spk_0:
I mean, besides the fact that you’re using data, obviously, to reinforce certain decisions and Teoh highlight certain wealth elements, I would say in terms of your sponsorship potential, I know a lot of organizations are looking more so into the corporate sponsorship corporate engagement side of things. And I think with your donor surveys, you could really reveal a lot around where people are working there levels in terms of positions within a certain company or organization. And that can lead you down some interesting pass from a corporate sponsorship perspective.

[00:06:05.94] spk_1:
Okay. Okay, um, your, um your description of the workshop said that make the most of the donors you already have. And it sounds like you both obviously are going there. Is there anything you want to add about sussing out the value that’s in your that you don’t know? You have among your current donors?

[00:06:31.20] spk_2:
Well, from our perspective, like it’s given us an opportunity to get to know our donors better in terms of what? What are they actually interested in learning about the organization or why are they choosing given that allows us to tailor messages, just be a lot more personal with them and act like we really know that was supposed to them just being a number. This is an opportunity to really cultivate that relationship and just continue bring them on war.

[00:06:41.08] spk_1:
Okay, um, is most of your content in the workshop around as practices for surveys? Is that what we’re gonna be exploring? Mostly

[00:07:05.94] spk_2:
Christian feel free to jump in and say that we were looking a lot of fast. Her best practice, then also, case studies. People would have some tangible examples how to actually launch one with consider. And what would actually need to do once they got

[00:07:24.46] spk_1:
OK? All right, well, let’s, um let’s start with, Like, where? Where do you get started? Who, Who who were the best people to send surveys to our What types of information are are you finding our most responded to or what types of questions are most responded to? How can you help us sort of frame? Ah ah, an outline of what we were to get started.

[00:07:55.62] spk_2:
Well, Christian and I talked a lot about building the proper spoke of your surveys of figuring out. Why exactly are you? What do you try to find out? And once, you kind of I guess you were down exactly what you’re trying to learn, what you’re trying to cheat, That sort of helping bigger. You need to actually reach up to what? The audience. You need to know that before.

[00:08:06.93] spk_1:
Okay, So, starting with your goals, what was the purpose of the darn thing? Yes. Okay. Okay. Um Christian. You want to jump in around, you know it’s starting to get this process started.

[00:08:15.29] spk_0:
Yeah, absolutely. And I think as crystal, I were kind of building this piece at whether you’re talking about more of a philanthropic, focus for your surveying or whether you’re talking about more of a corporate sponsorship focus of it. You only want to ask yourself, I never different questions before you even get going things around. What do you ultimately want to know about your donor base? Or about this particular audience population that you’re ultimately looking for? More information on? Why are you doing this in the first place? Is, Is this more responsive? Isn’t it more of a proactive type surveyed that explore new avenues? Would you ultimately need to know? I think that’s an important element to focus on Is not asking everything but asking the right things? Who do you need to ask? So who is the actual population that you’re targeting at the end of the day? What would you do with the information? So don’t just collect information for information, say not that that’s not important. But what’s the actual actionable pieces for that? And how are you gonna protect that information? I think with today’s sensitivities around around data privacy, it’s really important for charities and nonprofits to Stuart that data as they would any type of gift that they ultimately get.

[00:09:27.71] spk_1:
Yeah, in terms of the data stewardship that that may constrain what you asked as well, because now you have, ah, conceivably a higher level of security that you need to maintain

[00:09:32.60] spk_0:
absolutely tony and even just in terms of sensitivities, of phrasing, certain questions, and that it’s important for you to think about how you phrase certain things and how intimate your ultimately getting. And if you do get that intimate, like you said, how do you protect that data? But also, what’s the purpose for collecting that particular piece of data side from? Well, it might be a nice toe have someday, instead of this actually contributes towards our bottom line.

[00:10:00.13] spk_1:
You’re doing surveys around corporate sponsorship, right? That’s the example you mentioned. So you’re getting to know where people work so that you might use that information for potential sponsorships.

[00:11:02.31] spk_0:
Yeah, I mean, when you look at sponsorship, ultimately it it’s very much a business transaction. If you look at how Forbes just define sponsorship. It’s very much the cash and in kind fee paid to a property, a property being whether it’s ah terrible run or some type of adventure conference in this case, um, in return for access to the exploitable commercial potential associate without property. So anything of any other type of exploitable commercial potential, which is the most buzzer and definition you possibly could. If you think of any type of advertising medium, whether it’s TV, radio print, you want to know ultimately cruising your audience. And one of the best and most effective ways to do that is to conduct some type of survey to really tease out who are some of your very specific or niche audiences. Cannabis a niche. So it’s a bit of a cringe for for us up here in the North. But, uh, having a survey to really tease out who are who’s in your audience. And some of the more behavioral psychographic demographic features of that audience are particularly important, toe have to really make a compelling case toe corporations looking to use sponsorship with your organization,

[00:11:20.18] spk_1:
the, um what four matter using Christian crystal, I’m gonna ask you the same thing shortly. What? How are these offered to people?

[00:11:28.33] spk_0:
Yeah, so we so in the experience of I’ve high, we usually use ah surveymonkey survey of some kind that allows for a lot of cross top analysis to be able to say that people who are in between the ages of 18 and 29 this particular set of income, they have these particular purchase patterns. They care about your cause, toe ends degree. They, um, are engaged with your cause or with your property and whether it’s through social media or through certain print advertisements or whatever that might be. And we usually collect around 30 plus data points on all of those on all those elements, ranging from again behavioral to the demographic to psychographic Teoh. Some very pointed, specific questions around the relationship between your cause and the affinity for a certain corporation based on that based on not caring for that cause.

[00:12:39.89] spk_1:
Yeah. So you said collecting around 30 data points, does that? Does that mean a survey would have that many questions? Absolutely. Okay, now I’ve heard from guests in the past. May have even been ntc guests. Not this year, but, you know, the optimal number of questions for surveys like five or six or so and people bailout beyond that point.

[00:13:58.37] spk_0:
Yeah, and and usually before I had actually sent out a survey of that magnitude, I would agree with you. Tony and I agree with most. I think that the important differentiators one is that you frame it as it’s very much for improving the relationships and the ability for the cause properties, whether that’s your run, your gala, whatever that might be to raise money and usually the audience that you’re setting. That, too, is very receptive to that. I think you want to frame it also as your only collecting the most important of information. And you’re also looking at ah again like you’re incentivizing in some way, shape or form. So usually when you tailor it with some type of incentive Buta $50 gift card opportunity Teoh win something like that. Usually people a lot more or a lot more receptive. And in the time that we’ve done surveys, whether it’s in my my past days, consulting in the space or now doing a lot of work with charities nonprofits, we sent it to tens of thousands of respondents and get a pretty a pretty strong response rate and a really nominal, if negligible, amount of an unsubscribe rates. So people are not un subscribing from getting those questions, and in fact, they’re answering a lot of them and an important element, as well as making them optional. So not forcing people to house to fill out certain pieces but giving them the freedom to answer whatever questions they feel compelled to. But when you’re doing it for the cause, people are pretty are pretty compelled to respond to those states of questions.

[00:14:01.77] spk_1:
Okay, Crystal, how about you? What? What format are your service offered in?

[00:14:31.04] spk_2:
Did you both offline and online? So our donor base tends to skew a little bit older, though for us, a physical mailing is absolutely I’m only deals online, burgeon for, I guess, other parts of our donor base that are different. The graphical, just based on that person’s preference, is giving them that opportunity. But what we did find is that in terms of our offline responses, we had a lower was off rate of responses to the survey, but exponentially more donations coming through offline as online and then for online responses of the online certainly had a lot more responses to be online. Survey. There are fewer donations, so I found that there was an inverse relationship there about that very thing.

[00:15:41.08] spk_1:
It’s time for a break wegner-C.P.As paycheck protection program. Loan forgiveness This is still a front burner issue. You have got to get your loan forgiveness application in. Wegner has the info you need. Their latest free wagon are explains the state of P P P Loan forgiveness. What is forgivable? What documentation do you need? How to work with your lender? Go to wegner-C.P.As dot com. Click Resource Is and recorded events. Now back to donor surveys with Crystal Mahan and Christian Robot Yard. Do you, ah, subscribe to the same opinion about the length that that could be up to 30 questions? In a survey, a ZX Christian was saying,

[00:16:17.66] spk_2:
We personally have a practice of you tiki bars between five and 10 questions. And sometimes we even Taylor that we know that some of these interested in particular programs we might take out a certain question. But in something else related specifically to them, for their isn’t variability in the surveys, but generally quite short, but I do agree with Christian for sure in terms of really framing the purpose of the survey and you to the questions around this is the whole purpose of this is to build a relationship with them and better serve them and get to know them better. And I think that really prince, And then you also

[00:16:23.41] spk_1:
just gonna ask about incentivizing, Okay? Something similar, Like drawing for a gift card. Something like that.

[00:16:33.91] spk_2:
Yeah. We get a star’s prize package. We wanted to do something about these decisions. You couldn’t get something but elsewhere. So yeah, way start for merchandise. So that’s

[00:17:18.04] spk_1:
okay. I’m gonna thank Christian for not having a good, uh, good video appearance because, you know, I’ve done 10 of these today, and they’re all gonna be all the video’s gonna be preserved. Except this one. Because Christian, um, as a very extreme background is really just a silhouette ahead with headphones. Really? Little I can see. But I’m grateful because my background just fell. I have a little tony, I have a tony-martignetti. You watched other of these videos which you’re gonna be available. This tony-martignetti non profit radio. So the easel you know, what’s that for? A form core, you know, sign. And it was behind me. It was, and it just fell while Crystal was talking. So thank you, Christian.

[00:17:29.66] spk_0:
It was just so surprised that you could ask 30 questions on a survey and get some type of degree of response.

[00:17:38.43] spk_1:
Only it shook my house that I’m

[00:17:40.42] spk_0:
30 data points. What madness is this? I’m

[00:17:58.70] spk_1:
so a gas man. Yes. And then also the fact that you the two of you disagree. Um, all right, so but I’m shouting myself, calling myself out as having a flimsy background lasted through. And that’s through, like, seven hours of this. I

[00:17:58.85] spk_0:
love it. Also, we don’t necessarily disagree, but I think different surveys serve their different purposes. So I agree with Crystal that in that particular case, you only need descends. One that has 5 to 10 questions rise in this case, your public sending it to in a slot strip case, you’re probably sending it to a larger population of people. And you only need a certain amount of people to fill it out.

[00:18:18.73] spk_1:
Crystal, I had asked you, and you probably answered, but I got distracted by my collapsing background. What? What kinds of incentives do you offer?

[00:18:40.21] spk_2:
We offer stars prize pack. So it’s stars over two nights that we want to talk or something a little bit different other than my gift card that they could get through any other. Yeah, it’s so different Angle

[00:19:00.18] spk_1:
personalized two stars. Okay, Okay, Um, now, was yours specifically Ah, planned giving survey, or did you just have a couple of planned giving questions? And that’s where you discovered this data goldmine of future gift. And all the wheels that you found out that you’re in was

[00:19:27.84] spk_2:
it was it was not specific to plan giving, so it was more just a general survey. And then we did have a question about plan giving and that we were stunned. But subsequent years we kept asking mad, and right now we’re sort of in the middle of doing that whole. I’m giving strategy and trying to really build that out. Now that we know that there is this whole core people that are interested in this. So it’s really opened up the water opportunities President organization after all.

[00:19:43.23] spk_1:
Yeah. Interesting. Okay. All right. So you learned from the first time this is you’re in a lot more estates than you had. Any idea? Um, let’s let’s talk about some more good practices for surveys. Crystal, is there something you can one of two things you want to recommend and then we’ll come toe go back to Christian.

[00:19:53.81] spk_2:
Yeah, One of my major things is that if you’ve been asked a question, you have to know where you’re going to do with that data after the fact that you were people just ask the question to ask a question for whatever reason. But then they don’t action. Anything out of it to me is very important that if our donors are gonna spend the time actually breathe through your survey, respond, mail it in or submitted online, that we actually do something that that information is the weather bats killer. It’s a messaging or changing communication preferences or whatever it is you’re asking us to do, you were tell has I think that’s so important that you have to have all a plan once these losses come back. And what are we gonna do with them? Who was going to take action? How are we gonna reason with this? How are we going to use information.

[00:21:15.77] spk_1:
I think of date of birth is as a good example of that. If you’re gonna, if you’re gonna develop a plan to congratulate someone for their birth on their birthday each year, then that could be a valuable data point. Um, but if you just, you know, if you’re just asking because you you don’t have a purpose, you just interested in what their ages? For some vague reason, then there’s no there’s no value in asking. And if it is just to follow up, if it’s just to know their you know when you want to send a card, maybe you don’t need the year. Maybe just need the day in the month. But if there’s value to your database for knowing their age and you would ask for a year

[00:21:23.72] spk_2:
exactly how he felt down, what do we need to know? I really asking

[00:21:30.90] spk_1:
why, Kristen, you have a best practice you want to share.

[00:21:33.84] spk_0:
Yeah, I would say Consider the not just the population size that you’re not just the population that you’re serving, but also the representative makeup. So if you know that your database is predominantly on more, the senior side of things, but you’re getting a disproportion amount of more individuals who are on the younger side of things. In terms of respondents, that’s something important that you have to take into account. So the makeup of the actual population is is more important. I would argue that the amount of responses you could get a crazy amount of responses. But if it doesn’t represent the population that you’re serving and that who make up your donors, it’s it’s not gonna be valuable dated to you. I remember one time we had a ZX instance for an organization wanted Teoh do a survey for sponsor purposes, and in other cases, it’s been from or donor specific, like, I will just put it on on Facebook or Twitter or something like that. It’s not necessarily your population is not necessarily the group that you’re looking that you’re actively engaged with a fundraising perspective. You get information to the otherwise and then obviously reflect on that and use that. But be really clear about the breakdown that you need to have in order to make the information, actually, representative of the rest of your database,

[00:22:47.24] spk_1:
Um, what kind of response rates what’s what’s a decent response rate to, ah to a survey?

[00:23:06.51] spk_0:
I think it depends what type of server you’re sending. I will let Crystal speak to this more, but I’d say if it’s philanthropic. Eikenberry on the sponsorship side of things you’re looking for a response rate that coincides with the 95% confidence interval with a 5% margin of error. Let’s get market data to calculate that there’s a bunch of big captain complicated formulas that we probably have all repressed from our time in. In statistics Citizen that in university there’s ah company called Surveymonkey that actually has a calculator for its. If you go to the Surveymonkey website, you can actually just plug in a what the sample side of what the actual size of the database you’re sending into. And you can plug in what confidence interval that you want. And then what margin of error that you’d like, and it will pump out a number of a minimum that you need to have. I would say that’s a good starting point. But again, as I talked about before, make sure you have the representative break up breakdown of, ah, who’s actually within your audience reflected in the survey results and don’t have it disproportionately skewed towards a particular demographic that might be just more inclined. Teoh, respond to surveys.

[00:24:25.04] spk_1:
Okay. Okay, um, Crystal, Anything you want to add about the confidence, it’s different, but yeah, I withdraw that. That doesn’t make sense for you because you’re doing individual philanthropic surveys. So each response you get is valuable. You find out that someone is interested in planned giving already, has you in their will. That one response has has great value. Yes. Okay.

[00:24:39.74] spk_2:
Our purpose of our surveys a little bit different. We don’t worry so much about that, but I actually meeting how like that in your mind. Reaching out to you?

[00:24:44.24] spk_1:
What? What kind of response rate to use for the crystal is still you know, these things? Things take time and you’re doing Some of them are offline. So there’s postage and printing, et cetera. What kind of response rate do you consider good for? For a NH effort like that

[00:25:40.43] spk_2:
in terms of financial reform? Three. So don’t verify that for us, a response to the survey doesn’t necessarily mean a gift, and it gets to the survey, doesn’t necessarily mean that they responded to a number. Yes, we usually eight or 86%. But in terms of actual response to the survey, we’ve seen his lower 2% for the highest 7% a year of channel. So either way, like we have, quite like we have quite a large database. So any of you to be So get this information, your father.

[00:25:42.89] spk_1:
Okay. Okay. Um, for your online surveys. Crystal, are you using surveymonkey? Also, did you say

[00:25:48.80] spk_2:
use a couple leased surveymonkey last year? It is very user friendly. What? I would caution people are always print about whatever price package designed for because, like you discussed for our surveys a big focuses financial tournament. So we needed to price plan that involved being able to redirect right from surveymonkey page to our donation form. So you had to be really mindful things like that. So in some of the basic packages, they don’t write redirect donation form in that you can’t Do you have a really negatively impact your

[00:26:27.94] spk_1:
Is there another online tool that you like? Also you?

[00:26:52.64] spk_2:
I used Teoh from cold response. Ter. We’ve there be start a sweetener somewhere in Europe, and they were very good, though there are some limitations is well with them in terms of what the packages offer. But bring out we’re using serving Look, you know what was sending out like, for example, looking at surveys. This any surveymonkey already of our to be rich 8th 1 So that’s what we’re using.

[00:26:56.04] spk_1:
Okay, how about you, Christian? Is there another one besides Surveymonkey that you could recommend?

[00:27:22.01] spk_0:
I I think it just depends on what you’re looking for. A tony. So if you’re looking for a lot of, let’s say, more qualitative answers, I’d say even a Google form would would be more than would be more than acceptable. It really just depends on what functionality want to get out of. I used every monkey pretty religiously, just cause it’s like Crystal said. It’s very user friendly. It has the functionality that I need, and it’s and it’s relatively reasonable in terms of in terms of price point for what you get. It’s also gonna depend, and it’s up to you to do due diligence on what types of functionality you need. You need to integrate with your database for other software. Do you need certain functionality. Do you actually know how to use a lot of those things? Is there gonna be support and again, like what? What are they going to do with your data? Like, do they have access to your data? Whether it’s metadata or otherwise, Are there other rules of jurisdictions you have to consider with that data privacy? So I use every monkey by lots of considerations to make.

[00:28:04.85] spk_1:
Okay, Okay. Thank you. And Kristen wanted to, uh why don’t you lead us out with some Take us out with some, I guess. Motivation. Closing thoughts like to end with?

[00:28:05.97] spk_0:
Absolutely, I would say from a sponsor perspective, whether you’re a large organization or small organization, the riches during the niches. So to do good sponsorship, it requires good data, and it requires those 30 plus data points. But whether you’re a big group or a small group, you can compete at the same scale, especially with the amount of money that’s being spent on cost sponsorship over $2 million a worldwide, which is no small amount of money. That’s that you can get access you whether you’re $100,000 a year, order a $1,000,000 plus requires good data. So make sure you’re collecting good data. Make sure you’re clear on what do you want to use your information for? And, uh, not just the diligent in ah, making training step, but the data is actually protected.

[00:28:50.64] spk_1:
Okay, um, I was I was I was gonna let Christian end, But since the two of you have such divergent purposes, which is fabulous for it’s great for a discussion Divergent purposes around your surveys. Crystal, why don’t you take us out on the on the filling topic? The individual donor side?

[00:29:51.64] spk_2:
Yes. So play for discussing. Don’t be afraid to fundraise just because survey doesn’t mean that you can’t make money off of it. People are supporting you enough that they’re willing to fill out the remainder onto you. They may be going to donators alone, and then I’ll help without it said you have to know why you do what you do with that information. It’s really important in terms of respecting your door time and back. That there giving you this information, you need to be able to use it and sort properly and safely. And then last may I just say please, please please test your survey before you actually sending out Senator One other part fans are other people that are not in the midst of building the surveys that you can find out. You phrase things appropriately. You’re actually wanting what you want to functionality is appropriate. I think that’s just so we don’t have one chance of finding out. So just make sure that

[00:30:01.59] spk_1:
okay, thank you very much. That’s Crystal Mahan, manager of annual giving at stars Air Ambulance. And with her is Christian Rubber Yard founder and chief podcaster at Beyond the bake sale crystals in Alberta. And ah, I’m sorry, Crystal. Did I just say Crystal? Yeah.

[00:30:21.02] spk_2:
You know, yesterday

[00:30:23.48] spk_1:
I say, Chris Christie, Mr Just all I know is in Alberta,

[00:30:25.30] spk_0:
you know, we don’t make it easy on your tony

[00:30:36.35] spk_1:
on, and I got through 25 minutes. So well, and I know it’s a lackluster host. I’m sorry. This is stuck with in the Christians in the capital city of Ottawa. Thank you so much, Christian Crystal. Thank you very

[00:30:40.72] spk_0:
much. Thanks, tony.

[00:33:31.93] spk_1:
Thanks to you for being with joining martignetti non profit radio coverage off 20 NTC, the non profit technology conference Responsive at the conference by Cougar Mountain Software Denali Fund. Is there complete accounting solution made for nonprofits? Tony-dot-M.A.-slash-Pursuant Mountain will get you a free 60 day trial. Thanks so much for being with us now. Time for Tony’s Take two. I am still very proud to announce the launch of planned giving accelerator. This is a yearlong membership community that is going to get your planned giving program started. I’m going to give you exclusive webinars Exclusive podcasts. Yes, beyond tony-martignetti non profit radio, there’s gonna be the exclusive podcast for accelerator members. Small group asked me anything. Sessions over Zoom I’ll have Resource is like templates and checklists. All of this is to get your planned giving program started. You’ll join for a year. I will keep you filled with exclusive content, and you will get your program started. I promise I will make planned giving easy, accessible and affordable. You can check out all the information at planned giving accelerator dot com. If you may not be quite ready for membership, you don’t want to look at that quite yet. You just want to dip your toes in the water. I have a free how to guide about getting your planned giving program started to see a theme. Here, you see, you see the consistency running through here. This is not This is not accidental. Please, please the free how to guide you Download that also at planned giving accelerator dot com, that is Tony’s Take two. Now it’s time for people powered movements. Welcome to tony-martignetti non profit radio coverage of 20 and TC 2020 non profit Technology Conference. Of course, the conference was canceled, but we are persevering. Virtually sponsored. A 20 NTC by Cougar Mountain Software Denali Fund Is there complete accounting solution made for non profits? Tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial. My guests now are Selena Stewart and Gloria Pan. Selena is senior director of advocacy and litigation at League of Women Voters. US. And Gloria is vice president for member engagement at Mom’s Rising Celina. Gloria. Welcome. Hello. I’m glad we were able to put this virtually. It’s good to see both of you. Um and I’m glad to know that you each well and safe and in either D. C or just outside D. C. Selena, you’re in d. C and Gloria. Where you outside Washington Gloria

[00:33:46.60] spk_4:
I am actually near Dulles Airport. So, you know, some people commute from here, but because Mom’s rising is a virtual organization, I don’t. And so when people ask me for lunch, I’m always like, Okay, it takes a little bit more planning. I have to bend. I have to get my body injustices.

[00:34:18.24] spk_1:
Okay, Um, you’re NTC Topic is a revolution is coming. Top tactics, build people powered movements. Um, Selena, would you get us started with this? What? What was the need for the session?

[00:35:27.88] spk_3:
Well, I think, um, I think one of the things is right now it’s all about people power. You know, there’s everything is so politicized right now, and I think that there is often a conversation about how people are involved with what government actually represents or what the government is representing. So I think that that’s really, really important. Um, we also saw, like, a 2018 mawr voter turnout, more voters turning out to vote and things like that. So I think that that also is a part of us people conversation like what is compelling people to participate, even mawr, or at a greater extent in their democracy. But all of these things kind of work together to figure out. Not only do we have people engaged now, but what is important. What just community is more people become engaged. How does how does our definition of our community and communities in general changes? More people are included and participating all of those things. So I think that we’re at a very interesting and crucial moment in time. And so people powered and people involved movement. It’s it’s, I think it’s always happen. But it’s just a coin phrase. I think that’s especially prevalent right now.

[00:35:56.69] spk_1:
Good, Gloria, even though participation is is very high, were also largely polarized. So how do we overcome the opposite ends of the spectrum to tryto bring people together and and organize?

[00:36:01.33] spk_4:
Are you talking about everyone or are you talking about voters?

[00:36:17.39] spk_1:
Uh, well, I’m talking about the country. I don’t know. I don’t know whether I don’t know where the people are voting, but I’m talking about our political polarization. I don’t know if they’re necessarily voting. I

[00:36:20.97] spk_3:
I talked about voting, so I probably threw it off a little bit. Glory. They act like I’m asking for

[00:37:19.89] spk_4:
complication only because, like some of the most talented and I think unifying on politicians in recent memory. For example, Barack Obama did not succeed in unifying all of us, right? So there are some segments of our citizenry that will just not do it. We will not be able to come together with them. But I think that for, um, people who really do want the best for our country and who are open minded enough, Teoh want to hear from other people who have different, you know, slightly different ways of looking at the world. It is possible to do it, and that goes back to what Selena was saying about people powered movements. I think that one of the reasons why that’s become more more of a catchphrase is that you know, we are in an era of information overload. We are in an era of polarization and not believing everything that we’re seeing on the Internet and in the news. And so being able to actually really connect with people on the ground, in person, over the phone, but directly and not going through the filter of social media or news movements is it’s increasingly important, and that will be one of the main channels for us to unify as many people as possible.

[00:38:16.42] spk_1:
So we’re talking about creating these both online and offline, right? Um, people powered people, centred movements. Um, how, Gloria, how do we want nonprofits to think about or what we need to think about in terms of doing this, organizing, creating these these movements,

[00:39:11.07] spk_4:
I’m First of all, it’s about inclusivity. Okay, So, um, at least from where we set Mom’s rising and me speaking on behalf of Monster Rising right now, we want to make sure that whatever we do and if it’s the most people and harms no one at all, if possible. So that’s one part of it. How we speak, how we communicate to make sure that what we’re speaking and how we communicate does not reinforce add stereotypes that creates divisions. Okay, that’s one way, another way, not way. But another thing to consider are also the tools that we’re using. Are we using your people are on different kinds of communication tools. Some people only do Facebook. Other people only do on email on dhe. There also is like text messaging there. All of these new community communications goes towards coming on and being on top of the different tools. Superb, warden, Because we need to meet people where they are. Um, because you’re just a couple of thoughts.

[00:39:36.49] spk_1:
Okay. Um so sorry, Selina. So we’re talking about diversity equity inclusion. Let’s drill down into a little bit of, like, what do we What do we need to do around our communications that is more equitable and non harming?

[00:39:57.72] spk_3:
So I think that’s an important question of us. Definitely something that has been injured in the leaks work over the last, I would say five years, but more intentionally over the last two. I’m sorry. I

[00:40:01.52] spk_1:
mean, he’s sorry. Whose work?

[00:42:09.00] spk_3:
The league. I’m sorry. I always refer to the League of Women Voters with us. Okay. Colleagues were led. Sorry. Boats that are full title is just too long for me to keep saying so. I just prefer to see Oh, I got you know, d I is very, very important for us. You know, our organization has historically been older white women. We’ve also always had members of color. But I don’t know that they were always at the forefront. So for us, our work is really centered in two questions and everything that we’re doing, who’s at the table and who should be at the table who’s missing. So I think starting all of our conversation in the efforts that we’re doing with those two questions allows us to center on our work in diversity, equity inclusion and also use our power as, um, people who have had access to legislator stakeholders, et cetera. How did we use our power and in a way that allows access of inclusivity for more people. So I think that that is really important and something that DEA diversity and inclusion work. It’s hard just versus It’s not easy, you know it. It gets very uncomfortable a lot of times when you’re talking about privilege, patriarchy and all of the talk about as it relates to d I. But it’s so important to get comfortable being uncomfortable and having these conversations that the only way I think that we can start to build a bridge towards unifying Um, CA music is at the end of the day, we may be politically, but at the end of the day, we all share many of the very same values which is historically united this country. Like right now we’re in the midst of the Corona virus. The Corona virus doesn’t care where the Republican Democrat black, white, female male does. It doesn’t matter. I’m at the end of the day, we all have to make sure that we’re doing what we can to be safe as individuals. But also our actions greatly impact the people around us. So it’s more of a It’s more of a community mindset that’s required or to tap this down. So I know that that’s like a little offset. All shoot from what we’re talking about. But I think it all placed together in some way, shape or form.

[00:42:30.65] spk_1:
Okay, um, Gloria about for moms rising. And how do you ensure that your communications are equitable on dhe? Non harmful?

[00:43:35.32] spk_4:
Well, Mom’s Rising has very intentionally built an organization that tries to bring different voices to the table. We are intersectional and we are multi issue, and so from our staff were very bad person, many, many different ways, and from the way that we choose which issues to work on, we also take into consideration which these are being impacted and how we communicate about those and then the way that we campaign is that our campaigns are always overlap. And so there is different people within the organization as well as a partner policy partners from different issue areas. They help us that our issues and the way that we communicate with them to make sure that you know you are we’re not communicating in a way that that that excludes communities, reinforces bad stereotype pipes and raises red flags, make make, make people feel bad ways that we don’t understand because of where we individuals. Campaigners. No. So everything we do is very thoroughly betters through different filters.

[00:43:48.70] spk_1:
Okay, so you re vetting. Yeah, please. Yeah, so, you know,

[00:44:55.97] spk_3:
I totally agree with what glorious said. I think that’s really important because the league is also multi issue and kind of has that you have to compete when you multiple issues. You sometimes have toe think a little differently about how you present yourself on each issue in orderto not negatively impact the whole set of what you’re trying to accomplish. And so for us and the communication speaks, I’m expressly is thinking about whether it’s appropriate who’s the appropriate messenger when we’re communicating so Is it appropriate for the league to be a leader in this space, or do we need to take a step back and be a supporter? So I think that’s one of the things that’s very important for us. Communication wise is we’re figuring out what is what space are we gonna take up in the communication in space and how we’re gonna communicate this issue and then the other pieces Who’s talking? Who is the person that we’re putting in front actually speak about a particular issue and is, Is that the right person? And are they speaking from the lens that’s most appropriate for that particular issue that’s gonna be impacted most as a result of what you’re saying or doing? So I think that’s very important. With Gloria lifted up

[00:46:14.78] spk_1:
time for our last break turn to communications relationships, the world runs on them. We know this turn to is led by former journalists, so you’re going to get their help building relationships with journalists. They’ve been there, they know how to do it. They know what the pitfalls are and they know how to do it wrong so they will steer you to the right way to build relationships with journalists. Those relationships will help you when you need to be heard so that people know you’re a thought leader in your field. They specialize in working with nonprofits. They’re at turn hyphen two dot ceo. We’ve got but loads more time for people powered movements with Selena Stewart and Gloria Pan. How do you manage the conflicting issues? If you know, I guess it’s because there are issues where you have a large constituency on one side of one issue. But something else may seem contrary to that to that large constituency. A different issue that you’re taking a stand on Is that Is that my understanding? Right when you say, you know, potential issue conflict?

[00:46:51.33] spk_3:
Well, when you have a 500,000 members and supporters and you’re in every congressional district, everybody can agree on on how to approach an issue. But what grounds? The league is our mission. Our mission is to empower voters and democracy. Power people defend democracy. So I think as long as you stay rooted in what your chin values statement is that you can find some reconciliation across, you know the most seemingly divergent issues Okay,

[00:46:58.68] spk_1:
climate change That I think would probably be a good example. I was just

[00:47:11.43] spk_4:
I was I was gonna add, okay, that just to step back a little bit. The one thing that I am super super proud of, um, is that a toll east for progressives? I think that we’re actually pretty consistent in about our agreement on your shoes. We may have different levels of intensity and what we agree with, but I think they’re very few conflicts. We may not agree on how to get somewhere, but we all agree on where we want to go. Okay, So in that way, I rather feel, at least from Mom’s rising standpoint, we rarely get. I can’t even think of a single instance where we have conflicts because we’re not agreeing with each other or with policy partners on the most important thing where we’re heading.

[00:47:45.75] spk_3:
So I think that’s a difference, because are the league is it’s not left or right leaning were kind of way. We have members who are both conservative and liberal. Yeah, have some of that conflict more in that. But I think you’re absolutely right. Do we all want the same things and a healthier, more vibrant democracy. Absolutely. So you have to find some common ground in that space. But we definitely have members who are who want to handle things. One way, versus the other. We have to find common ground.

[00:49:02.57] spk_1:
Yeah, that’s the challenge. I was trying to get it. Yeah, okay. It helps. At least it helps me to think of an example like climate change. You know, some. There are some people who don’t even believe that it’s it’s human impacted. And there are others who think, where decades behind and in our inaction Teoh Teoh, reverse the effects of human induced climate change. So, um, it’s Ah, that’s that’s quite a challenge. Really. So, um Okay, Well, where else? Well, should we go with these people? Powered movement ideas? You you, you to spend a lot more time studying this. So what else should we be talking about? That we haven’t yet. I

[00:49:02.65] spk_4:
would actually love to hear from Selena how the league is dealing with. I’m doing your work remotely.

[00:49:10.59] spk_3:
You guys are already virtual. This is like, No, no sweat for you guys, right? Well, you know,

[00:49:37.30] spk_4:
I mean, we do have, you know, our plans range from virtually all the way down to the grassroots. Right? And I think especially for organizations like your Selena, we share the, um, the common goal this year of border engagements. I am very sorry I opened the door. Family a letter out. I’m

[00:49:43.14] spk_3:
very sorry. Okay.

[00:49:45.25] spk_1:
All right. So, you know, um, terms of remote working, but yeah, but how it relates to this topic of people power.

[00:50:59.86] spk_3:
Yeah. So I think that’s really, really important. We’re definitely so it is one thing to convert toe er teleworking, right? That’s one thing. But when your work is so much advocacy, um, and especially the leaders on the ground who are doing voter registration, which requires you to be on the ground talking to people, you know, that has shifted our work. So one of the examples that we have because we have our people power fair mass campaign, which is basically trying to get redistricting reform for across the country and a positive waste that we don’t have another situation like we had in North Carolina where you’re from, tell me and also and Maryland subs we wanna we wanna make sure that you know people are represented appropriately, but a lot of the states that were working in they have a signature collection campaigns going on right now. So how do you do signature collection when you can’t actually be within three or six feet of people? So now many of our leaks air converting to digital signatures and going through their legislator to make those adjustments that they can still collect signatures and meet that need, et cetera, Our love. We have a lobby core, which is 21 volunteers that goes to the hill every month. Obviously, with the hill being also teleworking, it created what we thought might be a barrier. But now our lobbies are doing virtual coffee meetings on Zoom just like this and having those conversations with legislators, legislative staff and all of those things. So I think that the Corona virus has forced us to do our work in a different way. But it’s also being great to innovate and be creative and do the work that people love just in a different way. So we it’s not perfect. I don’t even want to make you think that this is perfect because it’s definitely not. But I think that there’s a lot of positive energy about doing our work and finding ways to do our work in different ways.

[00:52:27.38] spk_1:
Which, okay, is thinking creatively. I for our for our listeners. And I don’t want to focus just on Mom’s rising and legal women voters us. I want them to recognize how what we’re talking about can be applied by them, how they they, what they need to go back to their CEOs or whatever vice presidents wegner And what kind of like discussion items they need to be putting forward at the organization is not now thinking about in terms of, you know, again, people power revolution is coming. Yeah, you know how how how can our listeners helped create it?

[00:53:21.55] spk_3:
I think just becoming involved, like when you’re talking about people powered anything, it’s really about base building. And for me, the goals of base base building are always to grow. A base of volunteers who have a shared value of some sort and you’re coming together in orderto makes the progressive movement on that. It’s also about leadership, development, communities and constituency who turn out who are players in this issue or what have you and then putting issues to the forefront. So I think that wherever you is, what do you value? What’s important to you? You could be a simple as Hey, there’s a pothole, my street that has been fixed in the last year. Can we come together as a community and really talk with our local election officials about making sure our streets are in a position that’s not gonna record cars or have someone get endangered in some way? So I think it comes down to, as on an individual level, what is important to you. What do you value and finding and connecting with those people? Also, that you something similar? And what do you want to change? What is it that you’re trying to change or that would make your life better? And who were the people who can support you in getting that done?

[00:53:55.15] spk_1:
That’s consistent with what you said down an organization level to the same. You know what? The core values, that’s what that’s what drives all the work on, brings people together finding that commonality around, whether it’s the pothole in the street and the individual level.

[00:54:01.45] spk_3:
Whoever whatever. Here, whatever.

[00:54:08.59] spk_1:
Jim Yeah, Gloria, What? What’s your advice for how people can contribute to this revolution.

[00:55:16.50] spk_4:
Um, I think that right now we’re all sitting in our homes and we’re rethinking the way that we do our work. And even as individuals, we’re rethinking the way that we are doing our activism. You think that a very important message right now for activists personally and for organizations that organize activists and try to recruit and build the base, is that now is not the time to step away. Now, more important than ever, it is important to stand top of the issues, to sign those petitions, to speak up and to share your stories, because I will give you a very, very specific example. Right now, Congress is negotiating, arguing over all of these different critical needs in the Corona virus relief bills. While Mom’s Rising has been on the forefront of trying to influence those negotiations. And the most powerful weapon we have are your stories, people stories, what’s gonna happen to your child care center that has to close down what’s gonna happen to a domestic workers who suddenly don’t have a paycheck? Um, paid family leave. This is something that a signature mounds rising issue. We’ve been working on luck forever ever since. Our founding is one of our signature issues. But now, because of the stories that we have gathered and we’re hearing from our members about the need for pay leave and the fact that if we had had paid leave all this time that the burden of Corona virus would have been much lighter this is something that we’re powerfully bringing to the negotiating table. And we’re actually seeing We’re going on paid leave. So all organizations and all individuals, whatever issues that you’re working on, do not step away, continue to share your stories because those stories have to be brought to the negotiating table for policy. And that’s the only way we’re gonna get the policy that we need.

[00:57:30.53] spk_1:
Okay, We’re gonna leave it there. That’s Ah, quite inspirational. Thank you. That’s Ah, That’s Gloria Pan, Vice President, member engagement, engagement at Mom’s Rising. And also Selena Stewart, senior director of advocacy and litigation. The League of Women voters. Us though Gloria Selena. Thank you very much. Thanks for sharing. Thank you, Tommy. Pleasure and thank you for being with non profit radio coverage of 20 ntc were sponsored by Cougar Mountain Software Denali Fund Is there complete accounting solution made for nonprofits? Tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial? Thanks so much for being with us next week. An archive show. I promise you, I’ll pick a winner If you missed any part of today’s show, I beseech you, find it on tony-martignetti dot com were sponsored by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com and by turned to communications, PR and content for nonprofits, your story is their mission. Turn hyphen two dot ceo. Our creative producer is clear, Meyerhoff shows Social Media is by Susan Chavez. Mark Silverman is our Web guy on this music is by Scots Dying with me next week for not profit radio big non profit ideas for the other 95% go out and be great.

Nonprofit Radio for July 31, 2020: 500th Show!

I love our sponsors!

WegnerCPAs. Guiding you. Beyond the numbers.

Cougar Mountain Software: Denali Fund is their complete accounting solution, made for nonprofits. Claim your free 60-day trial.

Turn Two Communications: PR and content for nonprofits. Your story is our mission.

Get Nonprofit Radio insider alerts!

Listen Live or Archive:

My Guests:

Claire Meyerhoff (co-host), Scott Stein, Gene Takagi, Maria Semple & Amy Sample Ward: 500th Show!

It’s Nonprofit Radio’s 10th Anniversary and 500th show! It’s also our last live stream. After today, we’ll be podcast only. To celebrate all these milestones, we’ve got the whole gang together. Claire Meyerhoff, our creative producer, will co-host. We’ll have live music from Scott Stein, composer of our theme music, Cheap Red Wine. Each of our esteemed contributors will join in: Gene Takagi, Maria Semple, and Amy Sample Ward.

We’re collecting your stories to read on air: How did you get into nonprofit work? Hardly anybody chooses this when starting their career. How’d you get started?

Yes, prizes from Cura Coffee.

 

 

 

 

 

 

 

Top Trends. Sound Advice. Lively Conversation.

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

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

Get Nonprofit Radio insider alerts!

Sponsored by:

Cougar Mountain Software logo
View Full Transcript
Transcript for 500_tony_martignetti_nonprofit_radio_20200731.mp3

Processed on: 2020-08-01T01:12:32.478Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2020…07…500_tony_martignetti_nonprofit_radio_20200731.mp3.18929047.json
Path to text: transcripts/2020/07/500_tony_martignetti_nonprofit_radio_20200731.txt

[00:00:57.60] spk_1:
Hello and welcome to tony-martignetti non profit radio. Big non profit ideas for the unlearned. 95%. I’m your aptly named host. That live music can only mean one thing our 5/100 show. Oh, I’m glad you’re with me. I did get slapped with a diagnosis of Corretta Conus. If I saw that you missed today’s show the 5/100 it’s non profit radios, 10th Anniversary and 5/100 show. It’s also our last live stream. After today, we’re gonna be podcast only to celebrate all these milestones. We’ve got the whole gang together. Claire Meyerhoff are creative Producer is co hosting. We’ve got the live music from Scott Stein, composer of our theme music. Each of our esteemed contributors will be with us. Jean Takagi, Maria Simple and Amy Sample Ward, and we have a bunch of surprises.

[00:01:44.64] spk_2:
Our 5/100 show is sponsored by Cure Coffee connecting coffee lovers with coffee farmers and their families. Kira coffee dot com. We are also sponsored by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com by Cougar Mountain Software Denali Fund. Is there complete accounting solution made for non profits? Visit tony dot m a slash Cougar Mountain for a free 60 day trial. And we are also sponsored by turn to communications, PR and content for nonprofits. Your story is their mission. Turn Hyson to dot co. That’s turned hyphen two dot co.

[00:01:50.24] spk_1:
That professional voice can only be one. It’s clear. Meyerhoff. Claire Meyerhoff, Welcome,

[00:02:01.24] spk_2:
tony-martignetti. This is the first time for us on Zoom. But I feel like you’re right here because you’re right there on my laptop.

[00:02:14.71] spk_1:
It feels it feels close. Yeah, Every every anniversary show has been, ah, in the studio. This one, of course, can’t be. But we pull it together because it’s the 10th anniversary and I’m grateful to you because you’ve been creative producer of this show since, like Episode one before that Episode zero You were creative producer.

[00:02:20.81] spk_2:
Yeah, about a little over 10 years ago, you and I had a dinner and you said, You know

[00:02:24.64] spk_5:
what I want to do. I want

[00:02:25.37] spk_2:
to do a radio show and I said, Do

[00:02:27.19] spk_5:
you have any idea how hard it is to do a radio show? And you’re like, No, I don’t care. I’m doing a radio

[00:02:32.22] spk_2:
show. Will you help

[00:02:33.62] spk_5:
me? And

[00:02:33.97] spk_2:
I said, sure. And here We are 10 years

[00:02:38.63] spk_1:
old playing love it, love it and you have that professional radio training to so that. But also

[00:02:43.96] spk_2:
I have a background in radio

[00:02:45.39] spk_1:
indeed, indeed. So how have you been? How are you managing what’s going on at the PG agency?

[00:02:51.53] spk_2:
Well, you know, I help. I help nonprofits of all shapes and sizes with their plan giving. And so that’s been fun. And I’ve been honing some of my skills at home like learning GarageBand and some different things that I didn’t have time to learn before. So that’s been that’s been quite interesting of a few new little endeavors, and I have some nice clients. It’s been interesting because I started out 2020 with this list of five clients I was working with, and then all of a sudden in March, like it all just changed and some went away, and one that was like a little project turned into now, like my main client, because they were in a different situation. So it’s really shown us sort of the fluidity of things in the nonprofit

[00:03:31.95] spk_1:
world. Well, that’s very gratifying. They love your work so much that they brought you in to do more.

[00:03:38.24] spk_2:
Yes, well, they had they had more need, and then other people had less less need and less money. So, um, I like more. More money and more need. That’s always That’s always good. When you’re independent person like we are,

[00:03:49.44] spk_1:
money follows expertise. That that’s you. And you. Um hey, Scott’s dying. How you been? I’m good. How are you, tony? Oh, fabulously Scott Stein, of course. The composer of cheap red wine, which you’ll be performing shortly. What’s been going on musically for you since, uh, late march?

[00:04:37.11] spk_3:
Uh um, Well, it’s certainly been a little slower than usual, as you can imagine is not a whole lot in the way of live music. Um, but finding ways to stay busy. Um, I teach and said my teaching it just has just gone online. Um, I have a couple of choirs that I conduct, and we are finding new and creative ways to stay active and stay connected and keep making music online. Ah, we all miss each other very much, but this is a good way to stay connected and, um, actually doing a couple of gigs here and there, mostly via zoom occasionally have been able to do an outdoor, socially distanced concert, Um, doing one a week from Sunday in Brooklyn, where I live, and, um so that’s always good. It’s just it’s just you just have to stay busy and stay active and and And that that keeps you motivated keeps you moving

[00:05:01.47] spk_1:
the online concerts. That sounds like an interesting idea. Yeah,

[00:05:10.88] spk_3:
it Ah, it works. You know, Um, it’s, um I think it’s probably gonna be with us for for a while, and but

[00:05:14.84] spk_5:
it’s, you know,

[00:05:47.00] spk_3:
it’s a nice way to play. It is a little weird. You finish a song and you’re used to hearing some sort of a pause and you just hear nothing. And so I mean, you hear you see people on mute clapping. It’s very And also when you banter, that’s the thing. Like, you know, we try to keep things light. And if you make a comment that you think it’s funny and you don’t get a response, it’s like I don’t know that was funny or not. I have no idea. I’ll just assume it was It’s strange, but it’s ah, you know, it keeps us making music, and that’s you know that’s the main thing right now.

[00:06:34.57] spk_1:
I attended a couple of online stand up comedy shows, Onda 1st 1 The producer kept this audience muted because he was afraid that people would be charming, intimate. But that was very disruptive to the comics to not know your I’ve done some some stand up, not to the caliber that these folks have, but you’re playing to the audience when the audience, when the laughter starts to subside, you know, you start talking, you don’t you don’t want a dead zone of no laughter, you know, and you got a time it. But they couldn’t do that because they don’t have the feedback. So but the producer learned, and then all the other shows. You know, the audience has been un muted, and they’ve been respectful and no hecklers. But it’s important for that. That feedback, you know, for a comic, just like you’re saying for a musician to get feedback.

[00:06:46.34] spk_3:
Yeah, And the best part about about doing this via Zoom though, is you do get a heckler. You can mute that person. Yes, you can. You can do that in a club. So? So there is that advantage. The

[00:06:57.07] spk_1:
equivalent would be like cutting off their head or having having I think security bounce there bounced their ass out, right? Yeah, In a live setting,

[00:07:05.47] spk_3:
it’s It’s a much less it requires a lot less aggression to just hit mute. Yeah, I kinda like that.

[00:07:20.24] spk_1:
Claire, did you do any any, um, performances by type, like your You void with that professional voice of yours, you have a podcast.

[00:07:21.77] spk_2:
I do have. I have a new podcast and I’ll be happy to chat a little bit about it. And that’s appropriate because the name of my podcast is charitable chitchat with Cathy and Claire

[00:07:34.91] spk_1:
considerations as much as I do. Well,

[00:07:36.54] spk_5:
it all works out

[00:08:23.10] spk_2:
cause it’s also Cathy with a C and clear with the sea. So we really like all our C. So I do it with with my friend and colleague Kathy Sheffield from Fort Worth, Texas, and she’s a very experienced, planned giving person, and she and I have talked about doing it for a while. And then when Cove it hit, we said, Well, we have no excuse. So I learned how to do garage band and record stuff, and I do all the editing and production, and Kathy and I do a podcast and it’s planned, giving focused. And each episode we have one guest, and we’ve had some awesome guests on from the California Community Foundation and North Well, Health Um, Nature Conservancy and a wonderful volunteer from the Girl Scouts of America who’s helped bring their plan giving program in less than 10 years from 400 plan giving donors to 4000. Yeah, nine years, so very successful programs. So we have a lot of great shows coming up, and, uh, it’s charitable. Should check dot com with Cathy and Claire.

[00:08:34.27] spk_1:
Is that that’s Is that what prompted the GarageBand learning that you talked about?

[00:08:43.04] spk_2:
Yes, it definitely prompted the GarageBand learning, and I had plenty of time to learn that. And, you know, I have a production background, but I had never worked with GarageBand, so some of it was intuitive and others. I was looking all over YouTube for tutorials and found some really helpful things. And hey, if I can do it, anybody can do it. So it’s It’s been a lot of fun, and it’s, you know, it’s nice to have a new project during Cove it because there’s nothing new, right? It’s like the same same house, Same different day.

[00:09:05.24] spk_1:
I did something similar. Other and audacity.

[00:09:07.64] spk_2:
Well, that’s great. Yeah, Audacity is a great A

[00:09:29.43] spk_1:
comparable GarageBand s. I knew so little about audacity when I started. I was ready to write a big check. I figured this is such a popular program app. It must be like 200 or 250 bucks. And that’s how little I knew about it. It’s free. Yes, audacity is absolutely. But I didn’t know that’s how little I knew. Right now I’ve gotten familiar with it.

[00:09:30.72] spk_2:
Well, there’s a lot to do when you learn like podcasting on your own. There isn’t sort of one solution out there That’s kind of like, Oh, the podcasting solution. No, you have to like, you have to record your interview on something like Zoom and get that into an MP three. Then you jump that into GarageBand or audacity. You cut that up, you add your music. That’s another situation, and then you have to up. I uploaded to Buzz Sprout after I’ve produced it, and then from Bud Sprout, you have to subscribe to the different service is like apple podcasts and Spotify and I heart radio and do that and and then you do it over and over, and it’s It’s a lot. It really is a lot to learn. There is a learning curve with do it yourself podcasting.

[00:10:21.69] spk_1:
Yeah, yeah, for sure. Yeah, You said you said you bring in the music. Let’s let’s bring in the music. Hey, Scott, remind us. Cheap red wine. Now, this is Ah, been our theme song for many years at ATTN. Non profit radio. Remind me the genesis of rind us the genesis of cheap red wine, please. And then and then play it for us.

[00:11:10.94] spk_3:
Sure. Ah, song Ah, I recorded it on a record back in 2009 record called Jukebox, and I’d wrote it probably about a year before that. Um, I like to describe this is coming from my angry young man phase. You wouldn’t know it from maybe from listening to it, but ah, yeah, I was. I was living, um, on the Upper West Side of Manhattan and, um, social circles that Iran in when I wasn’t playing, which was to say, my roommate’s friends Ah, there was a lot of people who worked in law and Finance. And I think they didn’t know quite what to make of me. They didn’t kind of understand that you could play music for a living, and, um and so and it’s also a big single scene up there. And I was single at the time, and I got a little cynical because I sort of felt like I was just in the wrong profession to be dating. So this some kind of grew out of that? Um I will add that I have been happily married for seven years now with, uh, with a wonderful son. So it all worked out, but anyway, so that’s where the song kinda had its origins.

[00:11:34.88] spk_1:
Alright, Please, Scott Stein. Cheap red wine.

[00:14:43.24] spk_0:
Just keep on talking sooner or later off around. What you mean a TV screen way in each other? You know, I used to find a charming can hands now promise diamonds. They won’t tired of the cut of clothing that I will wear good stuff too easily distracted. Teoh, I got too many options, so I’m gonna My goodness. But maybe you have some competition with radio. A wealthy man. I got used promises on the way for Heaven’s national victor Sound. Nobody else. No way You used a charming but

[00:14:45.88] spk_2:
I can’t

[00:14:46.43] spk_5:
think

[00:14:49.46] spk_0:
how. Never mind it.

[00:14:50.32] spk_5:
Don’t matter now

[00:14:56.71] spk_0:
Your time promises.

[00:16:03.74] spk_1:
I love that song, Scott. Thank you. Thank you so much. Thanks. There’s nobody waiting in line. We’re just, like, cheap red wine. Thank you. I love it.

[00:16:07.77] spk_3:
I I remembered those lyrics

[00:16:14.04] spk_1:
I don’t worry about that happens. So, Claire, I got this. I got some new venture planned giving accelerator

[00:16:19.38] spk_2:
s. It sounds very, very exciting.

[00:16:21.78] spk_1:
You in the plan? Giving space. So, yes,

[00:16:23.44] spk_2:
I am

[00:16:31.68] spk_1:
in the, uh, arena of shameless self promotion. Uh, okay. Planned giving accelerator. It’s, um it’s a membership community. I launched it two weeks ago. Nonprofits joined for an annual membership on, and I will teach them everything I know about starting and then growing. Yes, Land giving programs.

[00:16:45.73] spk_2:
That sounds great. So is it a month? Do people come on a webinar monthly or how do what do What do people get for their yearly subscription? How does that look to the to the non profit person hoping to grow their plane giving program?

[00:17:04.08] spk_1:
No, I hadn’t thought through that? No, they, uh, like tony get we’re gonna have ah, got

[00:17:05.89] spk_5:
a nice

[00:17:08.43] spk_1:
poster. There’s exclusive. Yes, there were exclusive webinars. We’ll probably get to a month. Will be exclusive podcasts. One or two of those a month. I’ll be doing small group asked me anything. Sessions on zoom Very nine. Talk through individual potential donor challenges, Suspect challenges or Doctor, you’re marking materials in their small groups. Um, there’s a Facebook community. Very nice. All exclusive, Just two members. It all kicks off. October 1st 1st group starts October 1st, and that’s what we’re promoting for. And it’s that planned giving accelerator dot com.

[00:18:07.44] spk_2:
Well, there’s a lot of Nate out there. A lot of non profits are not in the plan giving game or in the playing giving space. They think it’s too scary. They need technical knowledge. They can’t do it. They need too much staff, whatever. But frankly, any non profit can do something with plan giving and bring in those all important planned gifts. Also, I think you’ll be helping to educate people about like asking for non cash assets and things as well, like how toe you know, do more a little bit more complex gift giving.

[00:18:25.51] spk_1:
We will eventually we’re going to start off with getting bequests, Yes, but there’s only the whole groundwork. As you’re suggesting, there’s old groundwork that’s got to go before you start. Before you start promoting, you gotta promote to the right people on. Then give them the right message.

[00:18:43.84] spk_2:
Yes, and you have to have a back end. That’s the first thing that I help my clients with. It’s like, Well, what did they have? Do they even have information on their website? Like some plate people have nothing on their website and in, um, our most recent episode of our of our charitable chitchat podcast. We had a great this volunteer from the Girl Scouts, and she got started because she had updated her estate plans about 10 years ago, and she included the Girl Scouts. And then she happened to be in New York City not long after that, where the headquarters are. So she went to go meet with the development person, just a drop off like a copy of her, whatever her paperwork and the development person wasn’t there. So she met with the CEO and she sat down with the CEO and she said, Well,

[00:19:09.89] spk_5:
you know, I was updating my estate

[00:19:11.77] spk_2:
plans and I went to go find someone for

[00:19:13.81] spk_5:
I couldn’t find any information

[00:19:38.64] spk_2:
on your website about that. Why is that? And the CEO was like, I don’t know why. And then they from there they created a whole good, great plan giving programs. So, you know, the back end is first off. You need to have some information on your website. You need a dedicated page with some request language with your contact information with your tax I d. Just a couple of things. And if you have that Web page, then you can start getting in the plan giving game.

[00:19:40.37] spk_1:
That’s the beginning. And that’s the kind of stuff we’re gonna be talking about. Easy promotion.

[00:19:44.49] spk_2:
You gotta get in

[00:20:01.38] spk_1:
identifying the right people to promote to and giving them the right message and how to do that. And then how to follow up how to talk to your board about planned to give an all important, all all to get planned giving program started in the audience that I’m always most interested in. Small and midsize shot

[00:20:12.57] spk_2:
Me, too. I love I love the small nonprofits and there’s you anyone can get started in plan giving. So I think that your program is is really great, because if if you have, don’t your small non profit you have donors and they’re gonna leave. Some charities in there will, but they’re not gonna leave your charity in their will if you’ve never promoted the idea. And you’ve never communicated the idea

[00:20:25.96] spk_1:
absolutely right that absolutely, you need to be asking. So we

[00:20:28.95] spk_2:
need to be asking

[00:20:32.04] spk_1:
if you’re ready to get plan giving Started, Planned Giving accelerator

[00:20:33.77] spk_2:
call. Well, I’m looking forward to seeing the evolution of of this, and I think it’s a great it’s much needed in the space, and I think you’ll be successful and help a lot of people along the way. And that’s that’s what we’re all about. Helping helping nonprofits, especially the little ones,

[00:21:09.74] spk_1:
and someone who’s helping me toe promote planned giving accelerator is is with us. These Peter Panda Pento is part of a partner in turn to communications just renewed their sponsorship for a second year, which we are very grateful for. I’m very grateful for Peter. Welcome to the show. Great to be here, tony. Great to be back

[00:21:13.06] spk_4:
here. Tony, we’ve been checking in very regularly over the years. Excited to be part of this milestone episode.

[00:21:29.48] spk_1:
Oh, thank you. Yes, 500 shows. 10 years on. I’m grateful for your sponsorship. You and your partner, Scott turn to what? What? What’s on your, uh, what’s on your plate these days? We’re doing a

[00:22:07.83] spk_4:
lot of media relations work these days. A lot of nonprofits and foundations that we work with are really looking for to try to break through the clutter right now and get their stories told in the media, which is a really challenging thing right now during Cove in 19. I mean, it’s always challenging, but right now we have so many media outlets that are, um, operating with with furloughed staffs and with people kind of playing out of position, covering different beats. And, ah, nonprofits are really looking for extra support and trying to figure out who they need to connect with, how they can connect with them and how they can connect what they’re doing to the prevailing story lines of our time, which are Cove in 19 and racial justice and equity. And so we’ve been spending a lot of our efforts there, in addition to working with you on the plane, giving accelerator and other things tell

[00:22:33.19] spk_1:
indeed, yes, challenging times indeed, to get your voice heard. But it’s doable. As I say in the sponsor messages. You know, if you if you have those relationships with journalists, if you have the right hook, you can you can be heard even in the in the Corona virus cacophony.

[00:23:06.21] spk_4:
Absolutely, absolutely. And the relationships are really important. And, um, what I think a lot of nonprofits and really all organizations still make. The mistake in doing is thinking they can kind of spray and pray their way to, ah, success with media relations by spray and pray Amin kind of spraying out press releases to everybody and hope and praying that somebody picks it up. What really works is when you have some relationships with journalists who really cover the topics you care about and that they’re actually thinking of you when they’re looking for sources rather than the other way around.

[00:23:12.07] spk_2:
Yes, and as a former reporter, I wholeheartedly agree, because back in the day, as a as a news reporter for working in all news radio and working in television. You would get these, like, spray and pray, kind of like press releases and stuff that had nothing to do with anything you normally cover. And you know, you really need a more targeted approach and build a relationship. And I think nowadays it’s easy to build a relationship with news people because they’re all on Twitter and they’re all on Facebook and you can follow them and comment on their on their things and get to know them a little bit that way.

[00:23:41.84] spk_4:
Absolutely. I think investing in in a handful of those relationships and really trying to make sure you’re nurturing the journalists who actually care about what and and reach the people you need to reach. There’s so much value in doing that. You’re absolutely right.

[00:23:58.68] spk_1:
This and Peter, thank you again for your sponsorship of non profit radio.

[00:24:03.74] spk_4:
I love the partnership. I’m really glad to support her head, and I really believe strongly in what you do, tony. So we’re happy Teoh to be sponsors and to be part of this great community.

[00:24:13.75] spk_1:
Thanks so much. Turn hyphen to you. Want Check them you want? Check them out. Turn hyphen too dot ceo. Thanks so much, Peter.

[00:24:20.79] spk_4:
Thank you very

[00:26:11.18] spk_1:
much, Peter. Thanks, Claire. I have a story I want to read from from one of our listeners milled, uh, Mildred Devo. I’m the founder and executive director of Penn Parental, a small literary non profit that helps writers stay on creative track after they start a family. I got into non profit work because I had the idea for this collective of supportive writers running programs to defy the stereotype, which was rampant in nearly two thousands, that having kids would kill your creative career. I was already running a salon, Siri’s, that featured the diversity of work by writers who had kids. And I wanted to do more to prove to women and men that parenthood was just a life event and not an alternate alternate career. I self funded a fellowship for writers who were new parents and a lawyer approached me and asked if I had considered turning my ideas into a non profit I never had. She helped me pro bono. Now it is 10 years later, and pen parental has helped countless writers finish their creative projects despite the challenges of raising kids issues heightened to epic levels during the pandemic. We have one arts grants from New York City as well as New York State Council for the Arts. As a writer with two kids, it makes me laugh that all the encouragement I give to other writers has just now finally come home to my own career. I finally finished writing my first novel. I Want to Thank You. This is the touching Thank you so much. I want to thank you and and your non profit radio feel that inspiring. I feel that listening to recordings of past live streams, I’ve been exposed to some of the top minds working in non profit. Today. It’s like having an M B A in arts administration right at your fingertips, or at least the faculty of one. I’ve gained a lot by listening. So thank u s touching and, uh, milled, uh, milled is with us. Well, welcome to the show.

[00:26:18.21] spk_5:
Thanks. Thank you so much. It’s really exciting to be here. Did you see me taking notes?

[00:26:22.49] spk_1:
I was already took. I was like, clock town

[00:26:26.09] spk_2:
milled. I love milled his hair. That’s beautiful. Thank you. It looks very nice.

[00:26:54.44] spk_1:
That’s got beautiful bang. Great. Did I pronounce your name? Right? Okay. Have you been listening to non profit radio for a while? I have For forever. Yeah. Yeah, I frequently when I googled something that I don’t know, I will find a link, you know, on Facebook or somewhere, I’ll find a link to a show, and

[00:27:00.51] spk_6:
it s so it works like I don’t know, because I really, really, really learned

[00:28:37.84] spk_1:
this from the ground up, just sort of as I was doing it and Ah, yeah, it’s really so we’re gonna put on a plan giving page pretty much, yes, but it’s really it’s really wonderful that you bring all these experts together and when you interview them so so many of them are so generous with their time with their contact information, like it’s kind of spectacular, But I really kind of got into your show after you did the foundation center. I love the foundation center and motivated that can with them all their candid now candid. Well, they were there were the foundation center. You’re not wrong to call them that. They were that they were that back then when But for the you did I think four sessions or some Some amount of sessions, please. And you could go there and be a live audience, or you could watch it after it. So, yes, it was. It was non profit radio month at the Foundation Center and the Foundation Center month on non profit radio. That was very cool. Very cool partnership with the Roman. Thank you. I also like all the partnerships that you have with all the different companies. Like everybody said. Just what? Um, the guy that was just on Peter was saying that you develop these relationships. Well, I think I feel like I learned something from that from you. Outstanding Milton. That’s why I do the show. Thank you so much. So, for your for your generosity, do non profit radio and for sharing your how I got into nonprofits story we have Ah, we’re gonna send you a bag of cure coffee. Uh, I love coffee. Bring me coffee. It’s

[00:28:40.70] spk_2:
a wonderful prize. How you want to hear more about it? Cure a coffee directly connects coffee lovers with farmers and families who harvest the finest organic coffee beans. With every cup of cura, you join our effort to expand sustainable dental care to remote communities are around the world. We are direct trade coffee company with direct impact brought directly to you creating organic smiles beyond the cup cure coffee dot com. And that is your prize. Thank

[00:29:22.78] spk_1:
you. Listen, thanks so much again for sharing your story and for being a loyal listener. Really? It’s touching. Thank you. It’s so kind of you. I’m really grateful. And I love how you’re Musician nodded when he when I talked about having kids at home and being creative. That’s why I run a non profit for that reaction. I

[00:29:26.56] spk_3:
e that so much? Yeah,

[00:29:30.78] spk_1:
creatives are trying to create. So anybody who wants to pin Prentice said word we’d love the Have you come and find out what we dio and thank you again. So much for having me on the

[00:29:40.42] spk_5:
show was a

[00:29:50.34] spk_1:
place. Enjoy your coffee. Yeah. Yes. Pen parental as got or thank you. Thanks along, Claire. You’re You’re creative. You you’ve been writing.

[00:30:56.94] spk_2:
Yes, I am. I am, I am. It’s a It’s a blessing and a curse being a creative person because the brain just never shuts off. So we’re always making stuff from a tender age. I was like sitting on my front lawn with a basket of crayons and my mother register like an old egg carton or something in a pipe cleaners. And before you know it, we had, like, costumes and putting on a show. So that’s that’s my childhood. So I have written for you a special 1/10 anniversary problem for non profit radio. So would you like me to read it? Toe. Okay, here we go. Let’s celebrate a decade of the show by tony-martignetti. Here’s my poem. It’s goofy, so you better get ready. Tony had an idea. Tony had a vision. Tony wanted a radio show, so he made a decision. He started his show. He booked his first guest. He worked on a format, and then all the rest production with Sam Music with Scott sponsors and quizzes Man, that’s a lot Top trends and Tony’s take to non profit radio We love you. 10 years later, and 500 shows your silver anniversary, your listener ship grows your tony-martignetti non profit radio top trends. Sound advice. Should I end this poem? Yes, that sounds nice. Happy anniversary, tony.

[00:31:13.55] spk_1:
Should I send this up our mess Sounds like Thank you. Clear my raf. Sweet. Thank you very much.

[00:31:18.82] spk_2:
You got in somewhere.

[00:31:20.32] spk_1:
What a creative. I love it. Thank

[00:31:21.94] spk_2:
you. You know, it’s fun. Thank you. Something to do? It’s coverted.

[00:31:24.34] spk_1:
That’s very sweet. I am not gonna keep doing things that silver anniversary. I don’t think I thought of that. That’s right. The silver silver anniversary. Well,

[00:31:31.63] spk_2:
you know, I was thinking of ideas. I was like, What can I do for tony? Silver anniversary. And I was like, I was like, Well, it is the silver anniversary. That’s 10 years. It’s silver. So maybe I should send him, like, an engraved set of silver candlesticks. Or maybe I’ll write him a poem.

[00:31:45.52] spk_1:
Well, you could do the candlesticks to know they don’t have to be mutually exclusive. What?

[00:31:59.08] spk_2:
Amy, like those? I could do like 11 Right. You could do it for your in Amy’s tent. That wins your 10th anniversary. Did you have it? You missed it. Yeah, I missed. Okay. We’ll catch on the next one.

[00:32:00.28] spk_1:
Catch me on this one. It’s not

[00:32:01.43] spk_2:
old. Wait for your gold wedding.

[00:32:08.99] spk_1:
Oh, no, no, no. Wait. Office engineering by mere numbers it, Z, I’m gonna send you

[00:32:13.50] spk_2:
something really funny.

[00:32:22.95] spk_1:
That silver gift. I will. Then the expensive silver gift. Don’t don’t be constrained by by the artificiality of numbers. So, you know,

[00:32:24.04] spk_2:
I’m gonna go to Bloomingdale’s and register you.

[00:33:04.44] spk_1:
We got we got all our all our contributors there. Will our esteemed contributors air here? Nice. Yes, Absolutely. I see. Um, I see them. Indeed. I see Amy Sample Ward, our social social media technology contributor, and Jean Takagi, of course, our legal contributor and the brains behind the wildly popular non profit law block dot com and Maria Simple, the Prospect Finder at the prospect finder dot com. Welcome, Maria. Gene and Amy. Welcome. Hey. Hey, there. Thank you very much, Amy. See also Amy, of course, besides being our contributor and technology and social media, CEO of N 10. I was intend doing. How you doing, Amy?

[00:33:14.94] spk_5:
Um, I’ve recently been answering that question by saying that I am alive and awake in 2020 and all that that means on

[00:33:24.57] spk_1:
being in Portland, Oregon, as well,

[00:33:26.23] spk_5:
being in Portland, Oregon being at the intersection of, I think, a lot of opportunity to positively change the world

[00:33:36.84] spk_1:
Well, you three have never been on a show altogether. So I want to say

[00:33:45.34] spk_5:
I know Jean and I have definitely been on at the same time before, but I don’t think all three of us

[00:33:56.54] spk_1:
no threat. No. All three have never So. Maria, meet Jean Jean Maria. Amy, meet Amy. Meet Maria Maria, Meet Amy. Gene already knows Amy. Amy knows Jean. Oh, meet each other. Welcome. Welcome. Hey,

[00:34:03.54] spk_6:
you know, tony, I had suggested a long time ago that you should fly us all into that New York studio at some point, and so

[00:34:10.82] spk_5:
we would not have fit altogether.

[00:34:12.98] spk_6:
Since you never did that way

[00:34:16.41] spk_1:
are fly you all to the beach Now it’s much, much safer down here.

[00:34:19.80] spk_6:
Yeah, well, until this coming storm, that is. But

[00:34:37.43] spk_1:
uh huh. Yeah, Well, not this weekend. Let’s not get carried away. Like cat seven or something. We’re not doing it this weekend. No, it’s not that bad. It’s Ah, it’s like a to the one that so far it’s a one or something. Some of it’s we live, you know, that’s that’s part of our life. Living at the beach hurricane season,

[00:34:41.46] spk_2:
coming straight to your house. Tony,

[00:35:05.25] spk_1:
I got I got a metal roof. They’re gonna finish tomorrow’s good metal. Rudy’s air. Great. Two days before the hurricane, they’re gonna finish my metal roof. What color is it? It’s Ah, it’s a gray. It’s a pale grey. Very nice. It z neutral, neutral tone. Nothing. Nothing outlandish like those Clay. You know, there’s red clay colored anything but getting to cocky. How are

[00:35:05.99] spk_5:
you

[00:37:07.47] spk_1:
doing? San Francisco? It’s Jean. I’m pretty. Well, all things considered Azamiyah kind of reference does. Well, a lot of folks hurting. So happy to. To be in good health with the my family is well and good to see all of you and congratulations, toe. Oh, thank you. Thank you, Gene. And your practice has been very busy of late as nonprofits. Ah, non profit struggle bit. Yeah, a lot. A lot to deal with, obviously the pandemic and a lot of racial equity movements, which is a very positive sign. So, like Amy and trying to see some of the the silver linings and what changes and re imaginations may come out of this indeed. Quite a bit. I was I was talking to somebody earlier today that Ah It’s a good time for introspection. No. And that maybe on an organizational level two. And it may be that it’s Ah, not all. It’s not all voluntary, but, you know, some things have been foisted on us, so it seems like a good, introspective time, like on an individual level. And on a organizational level two seen a lot of that. Yeah, Absolutely. Um, and, uh, I think it’s really helpful for organizational leaders to sort of get together and start to think, um, sort of back to basics and say, What’s why we hear? What are we doing? Who are we serving? What are we trying to do? And how are we really walking the walk and not just talking to talk? Yeah, for sure. Right back. Back to basics mission for important for the board to focus on. I love actually adding values to that as well. So just saying we further admission that the mission, of course, that that’s important. David. Mission focus. But I think it’s now equally important to be Valdez focused. What we stand for. Yeah, Amy. You feeling that it Ah, 10. 10.

[00:38:18.12] spk_5:
Yeah, for sure. I mean, I think just gonna extend what Jeanne was saying. I think we see a lot of organizations, at least historically, Um, who hide behind a mission statement that doesn’t name inequity. Of course, mission statements are often like aspirational where you’re going and like, why you exist and because it’s those things aren’t named. They use that to sidestep accountability to those issues, right? Like because racism isn’t named in their mission. They don’t have to talk about racism. And maybe they get to say that they don’t perpetuate any of it. Right on Dhe. Now, this moment kind of. I think what you’re alluding to tony with, like it being foisted upon folks, is people understanding or at least demanding, that organizations don’t get to sidestep that, that there’s no way any of our social missions could be advanced if we aren’t ever talking about racism, right? Like that’s a root of why many of our issues even exist that we have a mission to address. So there needs to be less fear of that because the fear has really just got us to a very entrenched place of oppression. So can folks be willing to talk about that so that they can move forward and actually address that emissions and serve their communities and really be part of the change that our communities need.

[00:39:02.76] spk_1:
And we’ve had ah, good number of guests on lately talking about all those subjects on and more toe. There’s more to say about it. There’s more to the organizational journey to achieve racial equity and social justice. And I’m glad that we’ve been ableto have a good number of guests on, and I’m always looking for more on those kinds of subjects. Yeah, yeah, I agree with you. Maria Semple. What’s going on? Your practice? The Prospect Finder?

[00:39:15.16] spk_6:
Well, you know, you still have no profits who are thinking about their major gift programs, obviously. And, um, it has been a good time for some of them to kind of sit back and do some research on those donors that make you know, maybe they haven’t really focused on quite a ZX much, Um, and thinking about, you know, how is the the approach to them going to be different? And so you know, a lot of a lot of interesting things going on in the prospect research and major gift

[00:39:39.16] spk_1:
world. Very simple. Of course she’s about six miles away from me or so maybe it’s a little more. I’m not sure. Except

[00:39:46.48] spk_5:
some. I didn’t realize you to work.

[00:39:48.48] spk_1:
We’re on. We’re on the same island, different towns. But we’re on the same island. Thanks. Same barrier island in North,

[00:39:54.98] spk_6:
same Barrier Island that’s being targeted by this

[00:40:01.16] spk_1:
story. Support of life, Any of us

[00:40:02.67] spk_6:
pronounced story is, you know, but

[00:40:05.62] spk_1:
what’s the name of the name of the storm? Had Allah wishes? It’s like

[00:40:09.36] spk_2:
it’s with an I

[00:40:10.94] spk_1:
I I z o or

[00:40:12.53] spk_2:
something? Yeah, I don’t know.

[00:40:13.91] spk_6:
How does that help

[00:40:18.78] spk_2:
broker? Al Rocker said it really nicely today, but the job he gets paid, like $3 million.

[00:40:22.28] spk_5:
What the Who’s so seen?

[00:40:39.85] spk_1:
Some, uh, some interesting, Which could be, ah, good or bad, I guess. Funny, like Zoom Zoom backgrounds. You’re all we’re all talking. Yeah, we all have lots of zoom meetings. All of us. He’s got He’s got a good zoom background that you saw. Wow, like I see Scott Stein right now is curious. George,

[00:40:45.21] spk_2:
he’s got That’s the best one, and I just I just put that up on lengthen, so

[00:40:48.69] spk_3:
that’s not a background. This

[00:40:53.28] spk_1:
is not about. Well, it is now my toddler’s part of your background. It’s

[00:40:55.57] spk_5:
part of your

[00:40:55.92] spk_2:
background or your back. Oh, I think you should sell that to Zoom.

[00:40:58.91] spk_3:
I thought that curious George would just lighten the mood a little

[00:41:01.88] spk_1:
bit. Absolutely. Does

[00:41:03.44] spk_2:
my love curious George

[00:41:04.92] spk_1:
is inspired me to ask. Well, who else has seen something funny?

[00:41:09.25] spk_5:
Are you saying that the virtual backgrounds are you talking about just people having things in their background?

[00:41:13.38] spk_1:
I mean more like people in their backgrounds, in their home,

[00:41:18.14] spk_2:
their real backgrounds? Well, I’ve really enjoyed watching, like I watch the Today Show on NBC Watcher And so I really studied the backgrounds, and I like to read the titles of the books on the shelves behind the people, and that’s kind of interesting. And then sometimes, like if they have their own book that they wrote, there’s like 10 copies of it. So they have, like, four other copies, and there’s like 10 copies of their book and in a couple of more copies. So I like to look at the titles like Colbert has it, and it’s funny cause Colbert’s like in his basement and non allaying and It’s just, you know, nothing fancy. And it’s like an old desk and stuff. And so I like to look at the stuff on his on his shelf. Everybody likes, you know, history books and biographies.

[00:41:54.60] spk_3:
I was you were mentioning People’s books like You can always Tell the sign of an independent musician because somewhere in there place they have boxes and boxes of unsold CDs. Right? Right. It’s, Ah, one of my band mates referred to them as a very expensive caught coffee table.

[00:42:12.29] spk_2:
Well, that’s funny.

[00:42:13.00] spk_3:
It’s kind of what they’re doing,

[00:42:14.42] spk_2:
right. You could do Wall Art with them. Like to a whole.

[00:42:17.52] spk_3:
A tribute to me.

[00:42:29.02] spk_2:
Yeah, I my one narcissists. Come on. You got plenty of time. Don’t just got the’s. No. Now with the baby and curious George.

[00:42:33.65] spk_1:
Anybody else? I’m missing Something funny. Mark Silverman just had Mark Silverman is our web guy. He just had his, uh Well, that was That was a fake background. His driving. He’s driving background, but nothing. Nobody’s, uh I don’t think I sauce. I’ve seen good lighting. People have. I see people using light to good effect. I think people have realized that turned on light makes a much nicer back. Have

[00:42:55.26] spk_2:
light on your face to like this. There’s a lot of things for when you’re lighting an interview. You know, you put light on the person’s on the person. Stay so you’ll notice Everyone has diesel around rings, and sometimes you can see it reflected in their glasses. Yeah,

[00:43:06.93] spk_1:
that’s a problem. Light rings right. The glasses. You got it. You got to be careful with the glasses, because even just your screen will reflect into the glasses,

[00:43:13.38] spk_2:
right? Like, right now, I turn that way. Exactly. Turn that way.

[00:43:24.40] spk_1:
Yeah. Now your alien, your google eyes. Yeah. Yeah. Um uh Well, what else? I feel like I feel like it’s a cocktail party.

[00:43:28.30] spk_5:
Didn’t you say we were supposed to all answer some questions? I didn’t write down the question, Waas. I don’t like what? I didn’t think about the question, but I did make the mental note of tony Has some question we’re supposed to answer. Well, how you got into nonprofits? Yes, I like that. Like, what was your reverse non profit job? You know what I like

[00:43:45.85] spk_2:
to know? What did people do before they worked in the non profit because everyone has a different story. So what did you What was your last job before you entered the non profit space? And what was your first job in the non profit space?

[00:43:59.20] spk_5:
I only have one job, not in a 1,000,000 profit space. And that’s what I was 15 and I worked in a coffee shop. Okay.

[00:44:05.52] spk_2:
And then So your first job was your non profit job.

[00:44:08.63] spk_5:
My first job was working in the in the coffee shop?

[00:44:10.82] spk_2:
No, but I mean, your first non profit job was your current Is your current job?

[00:44:14.19] spk_5:
No, but I just always worked in a non profit sector.

[00:44:16.31] spk_1:
Right? At 16 years old, she was CEO event in its inquiry. I

[00:44:20.34] spk_2:
know. Easy. That’s

[00:44:24.10] spk_5:
cool. That’s a good idea. Jean, what do

[00:44:25.46] spk_1:
you do? Before you were a non profit attorney, you were hung fancy fans. Now I bounced a lot iced. I sold insurance. I worked in a beauty salon. No retail, but the last job I had was I was operations manager for duty free retailer in San Francisco. So we’re about a $50 million a year business in the early nineties, and I had to lay everybody off cause, uh

[00:44:48.98] spk_2:
oh, man,

[00:45:11.59] spk_1:
But Bender purse ity on. So it’s 150 people gone. I continued to work doing sort of national expansion for this huge global retailer, but, uh, it made me decide I wanted Teoh work. It’s something more meaningful. So I saw this little newspaper ad for what I believe was the first non profit graduate degree program in the country at the University of San Francisco. And so the two year program in the evening. So I jumped, shipped them, left my job, work for a tiny social service organisation. Azan office manager. And, yeah, that’s schools.

[00:45:30.32] spk_5:
That’s a

[00:45:30.56] spk_2:
great story. How about you, Maria? What did you do before you got into nonprofits?

[00:46:25.21] spk_6:
I was working for a French investment bank in Manhattan per five years out of college and, um, buying and selling and trading securities and French and, um, so very different from working in our profit space. Um, didn’t enjoy it very much. Was having dinner at my father in laws who owned a fundraising consulting firm based in Nutley, New Jersey, and complaining about my job and hating it. And, um, he said, Well, I am looking for a campaign manager for a Salvation Army capital campaign Wow in New Brunswick, New Jersey, and I raised my hand. And, like you said, who said to Jean just said, Jumping ship right, I jump ship and, um, landed in the non profit space that way and in consulting for him and then branched out on my own when I started a family and decided I could do prospect research from home. So I’ve been doing I’ve been doing this home based thing and yes, for long Talking’s yes, since, uh, since the early nineties,

[00:46:48.38] spk_2:
that’s cool. So, tony, before you worked in nonprofits, you’re in the service, weren’t you?

[00:46:59.88] spk_1:
Yeah, that was That was long before I was in the Air Force left. There is a captain, and then I went to law school and hated practicing law. And then I started my first business, which did mediocre. So I ended it and became director of plan to give him at Iona College.

[00:48:12.37] spk_2:
Everyone has a great non profit story. I worked in broadcast journalism. I worked in all news radio in Washington, D. C. I worked at CNN as a news writer worked it except satellite radio in D. C. And I covered a lot of nonprofits when I was a reporter. Because you you know, if there’s this, it’s cold and you do it. Music historian. A homeless shelter You end up at a non profit. You interviewed the director, that kind of thing. So I was like the non profit space and then later started doing like a little PR for non profits and things like that, and then eventually worked my way into the wonderful world of plan giving. We That’s how I met tony-martignetti because I read an interview that you had done, and I was needed some content for another publication. I was editing and I said, Can I take your article and turn it into a Q and A. I emailed you and your like sure, and we talked on the phone. And then if I had questions about planned giving stuff for this writing I was doing, I recall tony and he was so generous with his time and we became phone friends, and then, ah, then he wanted to do a radio show, and I’m a radio person. So 10 years ago, tony started that

[00:48:16.84] spk_5:
I can’t believe no one else spent years making espresso drinks and serving sandwiches to people like What kind of non profit group of people are waiting? The only person that did that? Well, if you

[00:48:24.52] spk_2:
go that far back I worked at Roy Rogers on Long Island and you know I said, Howdy, partner. May I help you? Thank you very much. Happy trails. I worked at Friendly’s. I was an ice cream scooper it friendlies. I was awake.

[00:48:34.37] spk_5:
Nice, nice.

[00:49:16.64] spk_1:
My only espresso experiences. Where? When I was waiting tables when in my restaurant the waiters had the create the oppressors and I always cringe when people ordered them because I could never get it right. Allow when one table order an espresso, everybody else was Wait. Everybody else was late. Their entrees. Cold salads didn’t come. I cut out the suit to get to the entree and tell him I Telemann was through the kitchens. Fault I couldn’t get a Nespresso built was never right. It was too foamy, right? Old Mr Hot. There was too much steam. There wasn’t enough steam. The coffee grounds were to compressed. They weren’t compressed enough. Wow, the curses. Espresso was a 20.

[00:49:17.49] spk_2:
Tony has nightmares about espresso. Hey, that that was an Italian restaurant.

[00:49:21.63] spk_1:
It wasn’t Italian restaurant. Yes. Had to been in the example. Ward, You did many more espressos. Like I’m sure you have it better down much better down there. She’s

[00:49:28.90] spk_2:
great at it.

[00:50:36.51] spk_5:
Yeah. I mean, looking back, it just seems so interesting. I mean, you know, I grew up in a very small town, so I guess that came with dressed. But like, you know, to 15 year olds, we were alone in the shop, running the entire shop, closing it, doing all the bank deposits, you know, like so I guess it helped instill from a very young age like responsibility, this and all of that. But it also was like we we didn’t have anyone else. They’re telling us, you know? Oh, you have to do whatever this customer says or whatever is just like, you know, to 15 year old people. And we were like, No, you don’t get that thing. That’s not fair. You just demand. Like I saw you put your gun. This person did this regularly. Take their gum, put it on the side of their play, eat their food, and then mix the gum into the rest of their salad and then come up and say there was gonna salad. I’m not paying. No. Yeah. And so we would just say Like Like, we don’t know. For adult manager telling us, the customer’s always right. No, no, that’s your gun. Back to your gun. You start getting your money back, you eat.

[00:50:54.51] spk_2:
We’re gonna swallow that gum. I’m 15 and I’m in charge. Yeah, well, that’s good. You learn assertiveness. You learn responsibility. Yeah, that’s great. That’s a That’s a great story

[00:51:00.08] spk_5:
we learned far better than tony. How to make espresso drinks. That was my first exposure to people. Like to melted cheddar cheese on top of their cold apple pie. Like, you know, I learned a lot about humanity in that

[00:51:12.53] spk_1:
herd. Yeah, I’ve heard of that one.

[00:51:14.67] spk_2:
Yeah. Yeah. I worked at Marie Rogers on the island man there. I learned a lot about humanity.

[00:51:21.92] spk_1:
We get into before we get to gross beef stories. Way we got to move on. Neighbor Maria, Maria, Amy and Jean. Thank you so much for what you contribute for you. I don’t want you to go stay if you can stay because Scott’s gonna perform another song, but I want to thank you. Thanks. Thanks to each of you. For all the years you’ve been contributors. Many, many years for each of you. Thank you so much for what you give to our listeners.

[00:51:47.11] spk_5:
Thanks for having a platform that’s open toe. Lots of people. Tony.

[00:51:56.98] spk_1:
Yes. I’ve seen the regulations on 500 100. It’s amazing.

[00:51:59.83] spk_6:
Amazing mission, you 10 More wonderful years.

[00:52:02.14] spk_1:
Thank you. I will do it. I’ll do it. It’s got Let’s get Scott back. He’s got ah, that’s gonna do singing Spanish blues.

[00:52:18.84] spk_3:
I am got starting. All right, here we go. Uh, this song, like the other one, has a lot of words for me to remember. So here we go.

[00:55:58.52] spk_0:
Morning with New York. Finishing way. My doctor asked for his Is it son? I think it just man. It’s somewhere in the east of Spain where Jonathan here requires a voice like church bells rang Way No way, man Stature way to my hotel. Try to rest my head with a familiar voice Reverb woman from my bed I jumped up and ran to the window. I could not believe my ears. I believe my eyes. Neither. She stood there in the clear now had no weapon type romance. This was much downstairs. And now there’s a lady in waiting way drains. Booth door process is an engineer. And when the Paschen shots last, she went back to back way missing in this gots time.

[00:56:04.70] spk_1:
Wow. Amazing. Thanks. Outstanding singing Spanish blues. Thank you. Thank you. I love Scott Stein. Thanks so much. Scott. Yes. Scott Stein music dot com. Right. Do have that right?

[00:56:11.81] spk_3:
Yes. Yeah, that’s correct. And and thanks again for having me, tony. And congratulations on 500 yeah, always always a pleasure to to do this with you. Here.

[00:57:45.03] spk_1:
Thank you, Scott. I love I love having cheap red wine is part of our show. You’re with me every every hour. Every intro, every outro, every show. Cheap red wine is with us. Thank you. Thank you. My pleasure. Check him out. Scott stein music dot com. So I said earlier this is gonna be our last live show. Friday 1 to 2 p.m. Eastern has been my slot at talking alternative. Now, talking radio dot N.Y.C. since July of 2010. And this is gonna be the last one. We’re We’re going to be live streamed. The show is just gonna be a well, not just gonna be the show is gonna be a podcast only from from here on. Um, and what that has meant for these 10 years is working with Sam Liebowitz Every show I’ve credited him. Sam Lever, which is our line producer. Um, and so it’s been just Ah, wonderful run with Sam. Hundreds of shows in the studio every anniversary show, which is every July, every 50 shows in the studio before this one. Um, and I’ve just been grateful for the partnership with Sam and and the network. The talking alternative network, which is again talk radio dot N.Y.C.. Sam, you’re not able to join us by audio. It doesn’t. I see you, but Ah, you can’t, um you have

[00:57:53.07] spk_7:
to keep switching. I can come on, but I have to switch back. Otherwise the rest of the audio doesn’t go out. But I don’t think I’m being recorded right now.

[00:58:04.60] spk_1:
Okay. All right. So, Sam, just Sam just spoke. Yes, we hear him, but he thinks he’s not being recorded, and we see him. So what? He said was tony has been an outstanding host, has been exemplary. He’s so handsome. I’m blushing on the

[00:58:16.77] spk_2:
ledge of color like notion on, um,

[00:58:18.88] spk_7:
and tony does remain the into the honor, having the honor of being, besides my own show the longest running show on work. Um, there was a period of time when we had several shows that have been with us for about five years. But out of all those shows, tony is the only one who has stayed consistent over all this time and to stay with this this long. Thank you so much, tony. I appreciate you know, all of the time that you’ve spent with us. I appreciate all your support and I love your mission. And I wish you the best of luck and only the best things moving forward.

[00:59:32.36] spk_1:
Thank you, Sam. I hope listeners were able to hear that we’re not. Sam said he’s not sure if if it was recorded, but, uh, I hope it was. Thank you, Sam. It’s been just Ah, lovely, wonderful fun collaboration for these 10 years? Absolutely, absolutely so. But where, Of course, the show continues. As I said on podcast every Friday, I’m gonna keep Teoh every Friday schedule. There’ll be a brand new show every Friday. Um, available to ah are 13,000 listeners a lot of this out of. Thank you. Thank you, John. So we got to wrap it up and I want a sky. I want to thank very much Scott Stein so much. Scott stein music dot com Scott, Thanks so much for being with us.

[00:59:43.45] spk_3:
Thank you for Thank you for having me.

[00:59:47.12] spk_1:
I want to give a shout out to our our web guy. Uh ah. I always I’m always crediting him on our Mark. Silverman is our Web guy. So Mark Silverman has been has been in the background for the show. I want to say hello. You’re not You do speak. I love the background on the background guy, but you know, I made if you will, tony, don’t make me stand up alive. But here I am, tony, it’s been great. I’m there every friday for you. I put the podcast up on to the website. It’s been a long and wonderful relationship. And 10 more years make it 20. I’m happy to be there for you and congratulations. Thank you, Mark. Thanks And thanks for all your help. It’s been many, many years. You’ve Well, you’ve been since the beginning. Yeah. Being doing the back end for us. Thank you so much. I wish I was on that submarine

[01:00:35.10] spk_4:
with you when you were the captain. That would have been even

[01:00:46.84] spk_1:
more fun. Submarine? I was underground, but I was close. I was I was underground, not underwater. But you were. So Yeah, I was subterranean. Claim Meyerhoff. Thank you so much. 10 years collaborating, creative producer, co hosting every single anniversary show.

[01:01:16.17] spk_2:
Thank you. It’s really, really been a joy. And, you know, normally I come up to New York and we did this great New York show in Sam Studio and Scott lugs in is you know, sometimes I meet Scott at the door and I carry in some gear for a minute. It’s always such a tree. And then afterwards we go out and we get a bagel or something in the city and Ah, but this on Zoom was really, really nice. And I’ve enjoyed it greatly. So if you needed a guest sometime, just hit me up and zoom away. We will. I’d love to. It’s been really fun,

[01:02:19.09] spk_1:
Thank you. Our 10th anniversary 500 show. Thank you so much for being with us. I’m grateful. I’m grateful for all of each of our listeners, and I’m glad that non profit radio helps you in the important work that you are doing. The feedback I get is, um, it’s touching. I know, I know. We’re helping nonprofits with their missions and their values. That’s why we do the show. Great job. Next week we’ll return to our 20 NTC coverage with more of anti sees smart speakers. If you missed any part of today’s show, I beseech you, find it on tony-martignetti dot com were sponsored by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com Like Coca mapped in software Denali Fund, is there complete accounting solution made for non profits? Tony-dot-M.A.-slash-Pursuant er, Mountain for a free 60 day trial and my turn to communications, PR and content for nonprofits, your story is their mission. Turn hyphen two dot ceo,

[01:02:32.87] spk_2:
and we’d like to thank Sam Liebowitz. He’s our line producer. The show’s social media is by Susan Chavez. Mark Silverman is our Web guy and this delightful, fantastic, marvellous live

[01:02:45.51] spk_0:
music by the Super town, too. That’s mine on

[01:03:06.49] spk_1:
your creative producer. That’s me with me. Next week. Big non profit ideas for the other 95% Go up and be great. Great show. Thank you. So

Nonprofit Radio for July 24, 2020: Black Philanthropy Month & Collaborations: MOU To Merger

I love our sponsors!

WegnerCPAs. Guiding you. Beyond the numbers.

Cougar Mountain Software: Denali Fund is their complete accounting solution, made for nonprofits. Claim your free 60-day trial.

Turn Two Communications: PR and content for nonprofits. Your story is our mission.

Get Nonprofit Radio insider alerts!

Listen Live or Archive:

My Guests:

Jacqueline Copeland & Valaida Fullwood: Black Philanthropy Month
BPM 2020, in August, examines how all forms of funding can advance the economic justice so essential for racial equity. My guests are BPM founder Jacqueline Copeland and co-architect Valaida Fullwood.

 

 

 

 

 

Gene Takagi: Collaborations: MOU To Merger

Gene Takagi

Gene Takagi is seeing more interest among nonprofits in exploring co-ventures of some sort. We talk through how to start that journey internally and externally, and what form your collaboration might take. He’s our legal contributor and principal of NEO, the Nonprofit & Exempt Organizations Law Group.

 

 

 

 

 

Top Trends. Sound Advice. Lively Conversation.

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

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

Get Nonprofit Radio insider alerts!

Sponsored by:

Cougar Mountain Software logo
View Full Transcript
Transcript for 499_tony_martignetti_nonprofit_radio_20200724.mp3

Processed on: 2020-07-24T20:19:50.631Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2020…07…499_tony_martignetti_nonprofit_radio_20200724.mp3.312636766.json
Path to text: transcripts/2020/07/499_tony_martignetti_nonprofit_radio_20200724.txt

[00:03:13.34] spk_0:
on Welcome tony-martignetti non profit radio big non profit ideas for the other 95% on your aptly named host. Oh, I’m glad you’re with me. Id. Bear the pain of familial, benign Pem Fergus If you got under my skin with the idea that you missed today’s show Black Philanthropy Month BPM 2020 in August examines how all forms of funding can advance the economic justice so essential to achieve racial equity. My guests are BPM founder Jackie Copeland and co architect Valetta Fulwood. Also, collaborations MoU to merger Jean Takagi is seeing more interest among nonprofits in exploring co ventures of some sort. We talked through how to start that journey internally and externally, and what form your collaboration might take. He’s our legal contributor and principle of neo. The non profit and exempt organizations Law group on Tony’s Take Two planned giving accelerator were sponsored by wegner-C.P.As, guiding you beyond the numbers wegner-C.P.As dot com by Cougar Mountain Software Denali Fund. Is there complete accounting solution made for non profits tony-dot-M.A.-slash-Pursuant Ger Mountain for a free 60 day trial and by turned to communications, PR and content for nonprofits, your story is their mission. Turn hyphen. Two dot ceo. Here is Black Philanthropy Month. It’s my pleasure now to welcome Jackie Copeland and violate a full would to the show. Uh, anthropologist Jackie Copeland is co founder of Pan African Women’s Philanthropy Network, a global association of African descent, and allied women leaders, donors and activists of all backgrounds. Idea Whisperer. Wait, no, there’s more to say about Jackie. Sorry about that. Jackie founded Black Philanthropy Month in 2011. She’s founder and CEO of the Wise Fund, promoting human rights through equitable funding and technology towards a just society and sustainable planet. It’s at the wise fund dot, or GE, and she’s at Jackie Be Copeland Idea Whisperer. Valetta Fulwood has a client base that ranges widely and her interests center on social innovation in philanthropy, education and the arts. She helps people and organisations Dr Bold ideas forward by guiding their projects and by writing their stories. She’s at Valetta dot com v a l a i d. A. And at Valetta F Jackie Vallejo Welcome. Welcome to non profit radio.

[00:03:16.23] spk_1:
Thanks me.

[00:03:19.78] spk_0:
Absolutely pleasure to have you, Jackie. Let’s start with you. You’re the founder of Black Philanthropy Month. What’s it all about?

[00:07:00.44] spk_1:
Well, um is inspired by all of the diverse people I’ve worked with from the U. S. African Americans, but also to black diaspora worldwide for 30 years. And it’s clear that people give and give abundantly, but often do not fully recognize the power and impact of their individual giving and don’t even necessarily see themselves as philanthropists. So it was specifically inspired in 2011 by a very diverse group of black women in Minneapolis. At the time, it had the most ethnically diverse black population in the country, and everyone was giving. There were ancient giving circles that were being replanted and adapted to the U. S. All kinds of social enterprises. And I became like the pro bono adviser, and I knew it would be powerful. Even I knew all these women, but they didn’t know each other. And at the time I was teaching philanthropy at the University of Minnesota, which hosted the formation of this this group Pan African Women’s Philanthropy Network that I started and based on that experience, I thought it would be helpful if there were actual month where we step back. Ah, as a global community and recognize are giving is import and how to do it better, better and more collaboratively so that we can have a greater influence on the social and economic and environmental challenges that face black people wherever they are on the planet. So that was the genesis of it. It was also inspired by the U. N. Had an international decade for people of African descent. Also recognizing that there were these common, this common threat of history in common challenges that require more visibility and social action. It became a decade recognizing, um, people of African descent. And so now the U. N has recognized black philanthropy mom as an important pillar in um, acknowledging a celebrating black culture globally and now third, I think 30 plus different government entities from cities, towns and states have recognized Flat Philanthropy Month, and I think we’ve counted 17 million or so people engaged so far. So it’s becoming a global movement, which is part of what I was hoping for. But Valetta will tell the story of how they she got involved, and there’s another woman who couldn’t make it today who I always want to acknowledge. Tracey Webb, who was a pioneer in her own right. She created the first black philanthropy blogger I’ll call Black Gives Back. And she also is the founder of a prominent giving circle called Bled Black Benefactors. And so that’s kind of the story that was me as founding it. And I, um, for three years was doing it, um, largely alone and with some of the women from Minnesota and inflate a in Tracy.

[00:07:06.43] spk_0:
Okay, a poignant that it’s founded in Minneapolis.

[00:07:10.94] spk_1:
Uh, yeah, for obviously genesis of our whole reasons. Yeah,

[00:07:15.70] spk_0:
Genesis of our old racial conversation. Now, after the murder of George Floyd in Minneapolis.

[00:07:35.28] spk_1:
Well, Minhas Minneapolis is a unique place where the best the greatest social challenges of America and some of our best opportunities are sort of concentrate it. And so, as I look back, is not surprising that this new phase of the global racial justice movement would have come out in Minneapolis

[00:07:45.24] spk_0:
before we turn to Valetta doing Do you know the the impact of the rough dollar amount of black philanthropy in recent in last year? 2018?

[00:08:27.37] spk_1:
Well, there haven’t been studies recently. Eso Most of us are citing data from 2000 and 14 and for about 20 years there’s been research on US black philanthropy, and all of it confirms that African Americans continue to give the highest proportion of their income to philanthropy, and that’s even in recessions and effect. Our philanthropy goes up in a recession.

[00:08:28.64] spk_0:
There are

[00:08:45.64] spk_1:
always communities. Philanthropy goes down in a recession, but for a lot of cultural reasons, and people don’t realize this is like a hardwired part of the culture is how you become grown and recognized as an adult you have causes

[00:08:48.07] spk_0:
does. It doesn’t

[00:08:48.90] spk_1:
start ever amount that you are giving to and supporting with your time, talent and treasure as part of being black.

[00:09:46.64] spk_0:
It’s time for a break wegner-C.P.As paycheck protection program. Loan forgiveness. I got a message from my bank that they have presentations on this, but they’re only for bank clients. That’s fine for me. But what if your lender doesn’t have resource? Is if they just send you a link to their form? Wegner has you covered their latest free wagon are explains the state of P P P loan forgiveness. What’s forgivable? What documentation do you need? How to work with your lender? Go to wegner-C.P.As dot com Click Resource is and recorded events now back to Black Philanthropy Month with Jackie Copeland and violate a full would. Does it start or did? It doesn’t have its roots, its roots in churches.

[00:10:02.24] spk_1:
It has his roots in churches, but in part because the church is such an important social institution in our multi century history in the US But if transcends churches, it is also a voluntary associations is wherever two or more black people are gathered, they figure out something to give

[00:10:21.99] spk_0:
to, however later. Lett’s bring you in. Um, if you wanna talk a little about the black philanthropy months. But then I also want to talk about the summit that kicks it off on on August 1st.

[00:12:44.77] spk_2:
Oh, yes, great. So I was there in 2011 in Minneapolis when Jackie convened the Pan African Women’s Philanthropy Summit and um was really elated when she announced August is Black Philanthropy Month, in part because at that same time, I had just finished on my manuscript for the book, giving back a tribute to generations of African American philanthropists, and the book was gonna be released in October. So this convening in August in Minneapolis was some timely and to be gathered with other black women from across the globe to learn and also to share about. My forthcoming book was, um, really It’s for inspirational and just great timing. So I continue to follow Jackie’s work with black philanthropy months as I rolled out the book and engaged in book talks around the country. And then in 2000 and 2013 I reached out to my friend Tracy Web, which Jackie Jackie mentioned earlier. And Tracy had a huge following with her Blawg like It’s back dot com and also was building a network through my work around the book and thought, Hey, you know, we can really amplify and magnify black philanthropy. It’s the three of US war to join forces and use our respective networks and collective networks. Teoh, you really take Black Follansbee months to another level. So I reached out to Jackie, pitched the idea, uh, which I thought was pretty awesome. But I really hope she might see the same. And she was gracious and oh, saying yes to women that she only knew slightly and, um, when we rolled out, let Philanthropy Month in a new way, particularly leaning on social media engagement and our connections there. It really did take off and go to a whole, another level nationally and globally, which gave us a glimpse into the possibilities. So ever since then, we’ve been working in collaboration.

[00:12:47.90] spk_0:
Was just saying, I’m looking forward. Next year’s your 10th anniversary,

[00:12:50.74] spk_2:
you got

[00:13:19.02] spk_1:
way. I believe it because let’s just say this has been a labor of love and our own pocketbooks, Okay, because, um, this is not, Let’s just say this is amount of money making enterprise, but it is just there so much challenge in our community. And a lot of the media only reports what’s wrong with us. And as a social scientists and activists, I committed myself focusing on what’s right with us. So look over a week, and that’s what philanthropy is. And I forgot to mention you ask, how much for African Americans is at least $12 billion a year? Okay. And some people count the Remittances of African immigrants

[00:13:40.02] spk_0:
right going

[00:14:08.64] spk_1:
because a good portion of those gold to build schools and for healthcare scholarships, and so that’s $11 billion. Just so we’re talking about just the us $23 billion nobody has a true global number. That would be a great research project. I’m working on a proposal for it. I hope somebody funds it because you really do need to know globally, how much by country and then on aggregate global level is black black giving

[00:14:14.74] spk_0:
later. How about the summit that kicks off Philanthropy Month, August 1st black giving and beyond Virtual summit? Tell us,

[00:14:23.48] spk_2:
Yeah, we’re thrilled about it. It was Jackie’s brainchild that she shared with me and Tracy, I think, late last year, and we’ve been building on it again. It was before the pandemic before the outcries against racial injustice, but it seems right on time. So the idea is to host a global virtual convening on a high tech event platform that invites participation from all across the world. And we have, ah, really stellar lineup of speakers and Panelists, and discussions will focus on how we can aggregate funding and resource is in capital to help in the recovery and rebuilding of black communities. In the wake of these twin pandemics. As Jackie often says, any black racism and Corona virus

[00:15:21.78] spk_0:
info info on all this is that black philanthropy month dot com, right?

[00:17:06.79] spk_1:
Yes. Please. Thank you. We want to commercial. We want people to people to go to black philanthropy month dot com Learn about this summit and register and under build on what violator was saying We’re trying very. We missed being able to come together in person. I mean, I think that is one of the most difficult aspects of this whole Corona virus period. So we’re trying our best to simulate a, um a real life in person conference environment with this platform there. Four days August 1st is to kick off with Soledad O Brien Bakari Sellers, Benjamin jealous and a activist on racism and technology named Joy Belluomini. Um and then all his fourth and fifth are in Africa. We have the Kim Daymo Trumbo as a keynote speaker, along with a very prominent philanthropist named I Show Mohammed or you’re both day. Ah, and then we are having on August 29th a women’s rally and that will be headlined by some of the top women leaders of philanthropy. Like most communities, black women do a lot of the heavy lifting for giving funding, care giving, and let’s just say we’re under some really special stresses in this Corona virus period and with this severe economic downturn has got 20% at least 20% black unemployment, 40% of our small businesses, clothes closing and 1/3 of all Corona viruses. The virus deaths in the US are black on a lot of that

[00:17:10.90] spk_0:
is proportionate again.

[00:17:32.21] spk_1:
Yeah, a lot of that care giving and community giving falls on us. So we’re trying to also revive our ideas in our spirits through this entire summit. Siris for four events Let’s let’s talk

[00:18:03.91] spk_0:
some about some of the racial inequities around around broader philanthropy. I know black flan. Three month is devoted toe elevating black philanthropists and funders and investors. But I want to go a little broader and talk about some of those inequities in philanthropy generally. And, of course, you know, tie it to the the conversation that we’re all having about systemic, institutionalized racism. What’s the, well, the later listed contento? Later for Okay, please.

[00:18:52.34] spk_2:
Yes, The data says that roughly 2% of ah foundation funding from the country’s largest funders go directly to black led organizations and black communities, which is, you know, really shocking figure when I first learned of that. And so that is evidence of the chronic underfunding and also some of the racial bias that exists. The conscious and unconscious bias that exists in the philanthropic realm and black philanthropy Months and discussions at the summit are all centered around, uh, making things right and more equitable, and just in the philanthropic and just general funding round. So,

[00:18:53.18] spk_0:
Jackie, what’s the what’s the role then of black philanthropists and and funders, et cetera, In bringing about that change,

[00:20:58.39] spk_1:
right? Well, I want to note that the reason the summit is called black giving and beyond is we realize that there are Eddies and equities that we have to talk about our own philanthropy, our own giving his black people. But we also have to talk about the responsibility of institutional philanthropy to our community and address some of these longstanding disparities are delivering. In 19 eighties, when we were when I first started, we grabbing the same conversations. It is like deja vu all over again, cause it hasn’t gotten that much better. And so, um, philanthropy is a key piece of it, but with the figures, I just shared with you around Really, the decimation of black communities in this cove it era is going to take more than fully. And the truth is, when we look at social investment and venture funding, we get about 1% of those funds as well. So there is just there’s a problem with private sector funding toe black communities, whether we’re looking at philanthropy or business funding, and our nonprofits and our businesses have to be strong to rebuild what we’ve lost. Win had it much anyway, and we’ve lost so much just in the recession has just gotten started that this summit is inviting philanthropists. Community and institutional toe have this question discussion about equity, but also VC funders and social investors. And so, in fact, every session we have tried to have health care expert who can talk about the impact of Corona virus, but also institutional or community philanthropy and activist as well as a V, C or social investment funder. And so our model, our hashtag we have a couple of them. We call ourselves the Fund Black Summit. That’s our nickname and black funding matters. And in that statement is not just philanthropy. Of course, that’s that’s what’s driving us. It’s part of our culture. But our for Ray into the social justice movement, our current racial equity movement is to say, Look, there’s a serious problem with funding overall, what are we going to do about it?

[00:21:30.43] spk_0:
And so you need to be talking and not just you. We all need to be talking beyond the black philanthropy and funding and investing community. I mean, you do

[00:21:35.55] spk_1:
you want me? Oh,

[00:21:54.64] spk_0:
you won’t be talking more much more broadly because every $3 billion is sizable, although, you know, roughly half of that is leaving the U. S. We have is valuable, which has its as its place. But but roughly only half is staying here. And in the big scheme of of giving, you know, that’s a that’s a small amount. So

[00:22:58.79] spk_1:
in the big scheme of get funding, we’re talking trillions when you air in. I’m venture funding and you add in social investment. And so we really are talking about how do black folks get fair Access to the capital doesn’t necessary to sustain any people or community. And so it’s an economic justice summit as well, and we hope that the practical outcome and belated alluded to this is the’s on just fund black new black funding principles that include philanthropy but moved beyond it to ask the hard questions of veces Why do you have why is it OK to funding young man who dropped out of college and had a good idea but has no track record? Give him millions and millions of dollars and dope hold him accountable for it. But then you can have Ivy League educated black business leaders who have created a profit proven themselves, and they have to jump through all kinds of hoops because of this hoops on

[00:23:06.14] spk_2:
fire at that.

[00:23:48.44] spk_1:
Now this implicit bias you have around how women can’t do certain kind of business or how you know black people aren’t good with numbers, even though people aren’t doing that on purpose. That that’s what implant implicit bias is sure, Um, and it really has an impact in our communities. Folks in Minneapolis, we’re saying we don’t own anything. We can’t own it. We can’t own our businesses. We can’t on the house because of the price of living. When you have a whole group of people who feel like they have no stake in the future of the community and the country cause they can’t get fairness is back for democracies. That’s what we’re partly up to. Yeah, later you have Valetta Door has something to add to that

[00:24:36.91] spk_0:
I was gonna go. I was going to say bad. It’s devastating way We were nowhere near realising our full potential as a country where, what 1/4 of the population is It has just been victim to institutionalized structures, processes racism times Well, 400 years if you want. But certainly I’m thinking even just of more modern times. But, you know, of course, the tragedy goes back. 401 years were nowhere nowhere near reaching our potential as a country. When when that kind of that kind of proportion of the population is not ableto not able to achieve what the other 75% can. Yeah.

[00:25:46.04] spk_1:
Yeah, And I think that George Floyd video as tragic as it is and I still haven’t seen it because I don’t have the emotional I can’t really say I will not see it because I know it. I live in I can’t see it and continue to focus um but I’m glad the world saw it. And it was a very, very brave young woman. Darnell afraid her in Minneapolis recorded it because I think it was a wake up call for the country on the planet. Look, something is seriously wrong. We can’t just keep our heads in the sand and say that, you know, we’re often told. Well, you got a chip on your shoulder. That was the old days. The civil rights movement has come. You have overcome. But that could have been that could have been President Obama. I hate to say it. It could have been any black man or woman with the U. S. Who was subject to that kind of treatment that our education levels are. Achievement are meritocracy does not protect us or give us equal. It’s all off my soapbox. But you asked.

[00:25:48.77] spk_0:
All right, put Europe. Now I put you up there. I want to hear it. Yeah,

[00:27:26.64] spk_2:
Particular points I wanted to add about the summit specifically is one point we always like to make. While liberation is not free, the summit is so it is open to the public and free to register. I’d also like to emphasize the global aspects of it. As Jackie mentioned, It’s a summit series that kicks off, kicks off on August 1st and continues on the 4th 5th and 29th. And I think, um, you referenced 16 19 and the 400 now 104 101 years of documented black life in America. And the fact that this summit is inviting a global conversation I think is significant, particularly at at a time when black people all over the world are recognizing. Or, uh, I guess that we know. But their headlines and media stories from China to Europe to, you know, here in the States and Brazil about anti black racism and the disparities in health and economics that exists. And so we all recognize our connections wherever we are. And there’s also the fact that, um, kind of the the year of the return that 2019 marked for many of us. Many, like people and families, return to Africa to connect to their roots. Um, ancestry dot com and other DNA testing companies have made popular people finding their roots and tracing it back to Africa and being curious and interested in reconnecting with communities there. So the fact that this year’s BPM has ah, very specific global focus and invitation is a significant variety ways. And so we’re excited about that.

[00:29:34.11] spk_1:
Yeah, I will say that the black I asked for was always involved in part because of those Minneapolis roots there were when Minneapolis had, at the time, the largest populations of Liberians and Somalis and Kenyans in the U. S. And they were. It’s still our cause. That coalition is still alive and, well, part of this coalition of women. Um, that put on the first summit. Okay, but now actually having an Africa base, especially for like, for me as an African nous anthropologists focusing on Africa and a diaspora it’s sort of our track into the global economy as well. Global economy. Israel You can’t just focus on your backyard. We all have to figure out how to collaborate across borders is just and do business. And so it is really, um, an act of also, um, not just solidarity for practical economic empowerment. We’re asking the question. How could we support each other’s issues? No matter where you go, black women tend to have the highest rates of maternal mortality in their communities. And that’s triple in Africa that strictly Europe. That’s true in the U. S. S. So there are these global questions about our future, and we can Onley come up with the answers is if we’re collaborating across the lines of national origin, ethnicity, religion, and we define ourselves in many ways, just like Asian or Jewish people. There’s a lot of diversity within. Diversity is beautiful to bring it all together in this summit experience.

[00:30:13.70] spk_0:
Are we gonna leave it there then? All right, that’s beautiful. Wrap up Black Philanthropy Month Black Philanthropy month dot com kicks off August 1st we all well, we all are wanted to participate. We all are sought after so black philanthropy dot com We didn’t say it, but I’ll just shout out quick. The theme for this year’s Black Flam three month is Foresight 2020 which is cool. That’s very good. Thank you very much. Jackie. Jackie Copeland. You’ll find her at the Wise Fund dot or GE and at Jackie, Be Copeland and later Fulwood Valetta dot com. And at Valetta F Jackie Valetta. Thank you very much.

[00:30:21.39] spk_1:
You can tony and later

[00:32:36.04] spk_0:
we need to take a break. Cougar Mountain Software. Their accounting product Denali, is built for non profits from the ground up. So you get an application that supports the way you work that has the features you need and the exemplary support that understands you. They have a free 60 day trial on the listener landing page at tony-dot-M.A.-slash-Pursuant non. Now it’s time for Tony’s Take two. I’m very proud to announce the launch of planned giving accelerator. This is a yearlong membership community where I am going to teach you everything I know about how to start and build your planned giving program. Just like this show. It’s designed for small and mid sized nonprofits. I’m gonna produce an exclusive podcast for members. Exclusive. Webinars. We’ll have asked me anything Sessions on Zoom in small groups. There’s gonna be a Facebook community that’s private. Just for members will have all kinds of resource is checklists, templates, everything you need, and I’ll share everything I know on how to start your planned giving program. It’s planned giving accelerator go to planned giving accelerator dot com. You’ll find all the info there. That’s where you sign up to join the membership. Our yearlong membership community. I hope you’ll join me if you don’t have a plan to giving program. This is the time to get started. You’ll pay a lot less for a full year. Then you’d pay to work with me directly in just a month. Everything you need is that planned giving accelerator dot com that is Tony’s Take two Now. Time for collaborations. Mou to merger It’s my pleasure to welcome back Jean Takagi. It

[00:32:38.49] spk_1:
always is. You know

[00:33:00.14] spk_0:
him. He’s our legal contributor and managing attorney of Neo, the non profit and Exempt Organizations Law group in San Francisco. He edits the wildly popular non profit law blogged dot com, and is the American Bar Association’s 2016 outstanding non profit lawyer. He’s a part time lecturer at Columbia University. The firm is that neo law group dot com, and he’s at G Attack. Welcome back to the show, Gene. Always a pleasure to see you.

[00:33:07.84] spk_3:
Thanks so much. Great to see G tony

[00:33:10.02] spk_0:
doing okay out in California. So

[00:33:11.80] spk_3:
I am thinking Okay. Um how about how about you?

[00:33:15.04] spk_0:
Yes. The beach on the ocean are still across the street from me, so I mean,

[00:33:19.09] spk_3:
that’s fantastic. Very angry.

[00:33:26.34] spk_0:
I wake up every day with a notion across the street. And how bad can it be? Thank you. Yeah, I’m doing fine too. Thanks.

[00:33:29.64] spk_1:
So we’re talking

[00:33:58.99] spk_0:
about, um, you know, joining forces on and there’s Ah, there’s a broad spectrum of possibilities that this can take on, but without getting too technical on before we get to some of the summit of possibilities, you’re seeing an uptick in your practice and research is showing their stats. They’re showing their arm or not profits considering or exploring some kind of collaboration. You know what’s going on? What are you seeing?

[00:35:42.54] spk_3:
Yeah, and, um, I appreciate kind of being able to tell you that I’m doing well, but I know that there are a lot of people out there that are going through some pretty tough times right now, and there are a lot of organizations that are going through some very tough times, and that’s definitely not restricted the for profit sector. It’s hitting the nonprofit sector very hard right now as well. On top of that, the demand for many non profit service’s are higher than ever, as a lot of people are struggling through these times, so, yeah, non profits are getting hit hard on the revenue side. They’re getting hit hard because of the man, for their service is on their limited ability to deliver them with all of our shelter and place orders. So, through all of that, um, you know, there have been some conjecture that that many, many nonprofits are not going to survive. Over the next year on, we’ll see the loss of many nonprofits. And there’s this desire that many of these nonprofits air serving communities that are not getting the attention that they might from larger, stronger, financially organizations it might go under the radar and looking to see how their programs and what they’re trying to do is going to fit in. And in this time, where we’re also seeing this huge movement towards greater equity, racial equity, social justice, picking up these small nonprofits and their programs, and saving them so that the beneficiaries who are most impacted by the pandemic and all of the associate ID bad things that happened around it has become important. So nonprofits were struggling looking to save programs may be looking for some sort of collaborative partner to help them through and some of the bigger funders and bigger organizations are saying yes, we want to do more of these severely impacted communities that we’re not reaching as much as you know, some of these smaller organizations are. We want to collaborate with them and keep those service is alive.

[00:36:28.23] spk_0:
So if if we feel like we’re in that boat, uh, I mean, I guess it could be either were way. You feel particularly, um, strong in our community, or we feel like we’re at risk and vulnerable in our community. Um, where would we start this? Where would we start the possible collaboration conversation? We said we start internally. I’m sure what? What we need to be talking about among our C suite and are board.

[00:37:59.43] spk_3:
Yeah, it’s a great question. And hopefully there’s a sense or ready with some organizations that you do know your allies in the space. They may not exactly overlap with you. Probably they shouldn’t, you know, for reasons of competition. But you generally know who your allies are, and I’m marrying you. Want to call collaboration? If you want toe equated to a marriage in some form, you don’t want to marry a total stranger. There’s, um, a huge risk to that. But if you do know some organizations out there that are allied with you, um um, or if you go to your community foundations if you kind of know about them but don’t really haven’t inside sort of a deeper relationship with with some of their key stakeholders and board members and C suite officers getting introductions from community foundations from large funders who being be funding multiple organizations in the same area. That’s kind of how how I would start to get started. Teoh first have the executives start to just talk about it in general, hopefully from a position not like a urgent panic, Um, but from a position of well, let’s see how we can best serve our communities that we’re both trying to do well it and do it in the best way possible.

[00:38:53.57] spk_0:
I read an article that you suggested, written in response to ah question that was submitted by a museum that was on the stronger side in the community and wanted to open conversations but didn’t want to appear predatory. And as I said, you know, there are there are a lot of ways to work together short of merger. There are different, just sort of service agreements and mutual understandings could be a contract or that’s legally enforceable or not. But there are a lot of different ways to work together. So at this early stage, you’re just asking or inviting. No, we all know that we’re struggling. Would you be open to, ah, a conversation about how we might work together, how we might collaborate to serve the community in this, you know, increased time of need.

[00:39:17.03] spk_3:
I think that’s exactly right, tony. And the greater emphasis that you could put on your common missions and forget about, at least in the initial discussions, forget about, like, power dynamics and all of that. But just go in two people talking about their organizations and what they’re trying to do to strengthen their communities and say, What are we trying to do? Where are risks to those communities? How is our missions are common mission at risk? And what can we do? The best address that as we’re facing these unprecedented forces right now, um that are really hurting on the communities were trying to serve and could eventually you’re gonna enter into the discussion that it could, you know, possibly, uh, cause a cut in service is or possibly three eventual shutdown of a program or a worst case, the dissolution of an organization. And I wouldn’t lead with that. But that’s something that that both parties want to be transparent about as they continue their discussions.

[00:40:58.51] spk_0:
Right, Right. But initially, you’re just exploring. That’s right. We’re not talking about shutting down here program or us shutting down hours. We’re sharing about where we’re struggling and where we’re succeeding. Know some organizations are doing well in fundraising in the midst of this triple crisis dream, healthcare, racial equity and and recession and others are not. So you’re just that the exploration stage, I guess, is what I’m is what I’m saying and then going beyond that is that when you would start to draw your board in? You know, I’ve had a couple of conversations with the CEO over at whatever agency we’ve been exploring some some ways that we might be able to help each other. You know, is that the stage you would start to bring this conversation to your board?

[00:41:27.81] spk_3:
Yeah, it depends upon or soon, yeah, it depends upon the board that you have. So it might be bringing in the board chair if that person is particularly strong, um, in their leadership on maybe is well connected if you have some board members who are who can take that role without necessarily bringing the full board in,

[00:41:35.88] spk_0:
right. Oh, I’m sorry. I just meant when I said bring the board and I meant make him privy to your conversations. Yeah, bring them to meetings with the other agency.

[00:42:35.97] spk_3:
Yeah, even even in the conversations before you bring it out to the full board. Because sometimes confidentiality is hard, especially with larger boards. You may want to keep it to a smaller group until you feel like you’ve got something serious. Um, so sometime I was blowing confidentiality because you shirt with too many people off the coffee meeting, Yeah, can kill the whole deal. So just to be careful about, then it depends upon your board. If you have a board of three people, you’re probably best to shirt with the whole three board members right away and make sure that they’re going to keep it confidential. If you have a board of 25 people, maybe not sure with them your first conversation, but take it to the board chair executive committee level. I feel like if there’s something there, then bring it to the board. It’s The board will come in early. But after maybe a couple conversations

[00:43:52.25] spk_0:
time for our last break turn to communications relationships, the world runs on them. We know this turn to is led by former journalists so that you get help building relationships with journalists. Those relationships will help when you need to be heard, so that people you know so that people know you’re a thought leader in your field and they specialize in working with nonprofits. They’re at turn hyphen two dot ceo. We’ve got, but loads more time for collaborations. MoU to merger You have an excellent post at non profit law block dot com that lists a lot of different possible alliances from the least least legally in encumbering, I guess, which is the MOU, or memo of Understanding through merger, which is a total sacrifice of independence on the part of one non profit in favor of another. Um, so there’s a there’s a broad spectrum of possibilities, and at this exploratory stage, we’re not No, we don’t have anything particular in mind. We’re just trying to find out how we might be able help each other.

[00:44:02.89] spk_3:
I think that’s right, tony in and for people to just make it a black and white decision of like, whether we merger, we don’t merge. That’s you know that’s just too serious, that that’s like proposing marriage on your first date,

[00:44:35.89] spk_0:
right? Right. That’s a mistake, and it’ll scare somebody away. It might scare both parties merger, and neither one of us are ready for that. But there’s a lot of possibility. So, um, I let’s see, How can we find this article at non profit law block dot com, the one that lays out all the different methods of aligning?

[00:44:38.74] spk_3:
I I think, non profit collaborations, structural options. And so if you go onto the non profit la blogged dot com, there’s a search far. If you hit non profit collaborations, you’ll find it.

[00:45:08.19] spk_0:
Okay. Excellent. Thank you. Okay, I’m now. Okay. So now let’s say we have furthered our conversations and we see some possibility, but we don’t know what structure to take. How do we how to read procedure? Help us out?

[00:48:05.87] spk_3:
So e think you’re really aiming to see exactly what you want to do, what each party wants to do and where your meeting in common. So if there’s this idea that we want to work together, but we don’t know each other very well, Um, let’s see what we can do. That might be kind of the non binding MOU, the sort of the least amount of commitment made by either organization on that spectrum of collaborations. Um, so you know, we don’t know each other yet. Let’s get to know each other a little bit better. Let’s see if we work to work on this project together. You do this, I’ll do this on and it be their side fails to do it in the way the other side wants. Nobody gets in trouble. I mean, that’s just your your own thing. If you feel like there’s something more to it and it’s more urgent, it’s like, you know, we’re about to, you know, get to the point where we seriously might have to curtail. Our service is to this group of people. Um, and we know you’re also serving them, but in a slightly different way. Is there something we can do to help strengthen our ability to continue our service of of this group of beneficiaries through some sort of thing that we do collaboratively, you know? Can we do it jointly? Are there any efficiencies that we can have if we coordinate our activities together and in this case, one party might be or both parties might be a little bit dependent upon the other party meeting their obligations because they failed to do it, what the other party could could not be able to do their job either. In that case, maybe a simple sort of contract would be involved. T make sure that we’ve got it binding, that we owe this obligation to each other, um, and will formalize it in a contract. Um, all the way to if we know that this organization may not make it, but we want their programs. Um, and both parties want to say this single program that is essential there might be a transfer, an asset transfer of programs, intellectual property associate with the programs of employees that were working on the programs they might shift toe work for. The new employers of the program is housed in two different entities that would be some sort of asset transfer agreement and merger might be kind of at the very end of that spectrum of where we think it’s in the best interest of both organisations. It might not be that one would go away, but we think that there’s so much synergy. And after really thoughtful discussion and due diligence, we think we’re gonna be more much more powerful in delivering our mission, our common missions together rather than apart.

[00:48:10.33] spk_0:
It sounds like some legal help may be appropriate here if we’re gonna enter into some kind of collaboration with another non profit.

[00:48:59.57] spk_3:
Yeah, I like the idea, and this is a little self serving, because I but I like the idea of Brown wears in early, so you can. They can give you kind of you all of the options menu, if you will. Sometimes merger consultants, which I think are absolutely necessary as well, can come in there, and they may be trying to attain their goal. Eso if their merger consultant very thinking merger kind of because a surgeon think surgery is the response to a health issue. That’s the tool they know for the more experienced consultants who deal with these array of options. You know, if you if you’re sure you have a consultant like that, they’re probably gonna get get you far down the path as well. But the lawyer might be able to just sort of add those little tips on and steer you away from certain traps at the beginning. You don’t have to hire the the lawyer to do kind of full blown due diligence surfaces off day one, Um, but bringing them in early might lead you down the right past.

[00:50:06.66] spk_0:
There’s some psychosocial aspects to this to, like, ego and trust. We’re we’re gonna have to put aside our ego if we’re going to, if be willing to admit that we can’t continue on our own, um, and trust, you know, even if even the most stringent contract still requires trust between between the parties because no, no contract can envision everything. And if there isn’t trust going into a contract, I think you’re I think you’re doomed even with one that’s well written. So there’s some interpersonal aspects to this do

[00:50:43.06] spk_3:
absolutely, um, and trust. But to the extent you can verify, so make sure you know the individuals that you’re putting trust in, You know, when coffee meeting is great, but you’re gonna want to know that person more. You’re gonna want to know what their culture is more since culture is going to be really important in any kind of collaboration, whether there’s a culture fit if you don’t know, you know who the people are on the other side that are suddenly gonna be working together with your organization’s people. Um, that that could be a huge risk factor that you have to know how, how this is going to blend together

[00:51:08.40] spk_0:
so that if you do have the luxury of time, neither neither non profit is failing and in crisis. Then, you know, basically your advice was, hold hands before you get married, take things slowly, and then maybe you can expand the collaboration as you see whether the cultures match whether the objectives are being met. Are we actually delivering better service is or more service is Have we saved money? So, you know, have some of these goals been met cause a lot of times they’re not.

[00:51:44.66] spk_3:
I like that, tony. And so when organizations are operating both in a position of strength, even if one is bigger and what color that works out really nicely. So you can you can hold hands and get closer before you finally decide what ultimate step you want to take together. Um, so that’s what I prefer. I know, especially in these times, that may not be the reality for many organizations.

[00:51:50.56] spk_0:
What do you want to alert listeners to around this topic? Gene,

[00:51:56.86] spk_2:
I think one

[00:53:20.05] spk_3:
thing is not to be scared and not to get lost in not only your personal ego, which may mean for some people. Well, if we merge, I’m not gonna be a board member anymore because they’re the existing or surviving organization, has a board, and maybe they’re willing to take on a couple of us from the smaller organization. Um, but I’m I may not be part of that, but I’m not gonna let that drive my decision as to whether to merge or not. Because that’s now That would be about me, not about, you know, the organization and its mission. Um, the same thing goes with the name. So you know, often times people are, you know, deals get killed and mergers because the smaller organization or the disappearing organization is not willing to let go of the name. Um, And, yes, you could negotiate around naming. Keeping your name is a program and having some sort of of recognition on the website of the merged entity. But some people are so locked in on it, they’ll fight tooth and nail to make sure that their name is standing out as, like, part of the same merged entity’s name. So they combine both names, and it’s really clunky, and it just doesn’t really make sense. But, um, people get lost in that and start to make it a power play of, like, who could negotiate and exercise the most power in this transaction rather than what is in the best interests of our mission on both short term and long term.

[00:53:41.35] spk_0:
Okay. And again, merger, of course, being the extreme possibility for for collaboration. Okay. Yeah. Okay. Um, if you feel comfortable, we can leave it there. Gene, You all right?

[00:53:44.77] spk_3:
Yeah, I’m good. I’m good.

[00:53:47.95] spk_0:
Okay. Okay. Jean Takagi, find him in, uh, neo law group dot com and at G Tack and Gene talk to you in a couple weeks for the 500 show.

[00:53:56.36] spk_3:
I’m so excited for you.

[00:53:57.90] spk_0:
Thank you. Back cheese did. Thank you very much, Jeanne. So long.

[00:54:02.24] spk_3:
Okay, but

[00:55:34.44] spk_0:
next week, non profit radios. 5/100 show. It’s our 5/100 show and 10th anniversary. Live music, Lots of guests and giveaways. Send me your story. How did you get into non profit work? Hardly anyone chooses this as a career. How did you get in? Well, read the top three stories on the air. You’ll be preserved forever in our 500 show, and you’ll win a bag of Cure a coffee. Be with me next week for the 5/100 non profit radio. If you missed any part of today’s show, I beseech you, find it on tony-martignetti dot com were sponsored by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com by Cougar Mountain Software Denali Fund Is there complete accounting solution made for non profits? Tony-dot-M.A.-slash-Pursuant her mountain for a free 60 day trial and by turned to communications, PR and content for non profits. Your story is their mission. Turn hyphen two dot ceo. Our creative producer is clear. Meyerhoff Sam Liebowitz managing stream shows Social Media is by Susan Chavez Mark Silverman is our red guy on this Music is by Scots with me next week for non profit radio big non profit ideas for the other 95% Go out and be great

Nonprofit Radio for July 17, 2020: Mindfulness, Happiness, Well-Being Apps & Apps, Tools, Tactics

I love our sponsors!

WegnerCPAs. Guiding you. Beyond the numbers.

Cougar Mountain Software: Denali Fund is their complete accounting solution, made for nonprofits. Claim your free 60-day trial.

Turn Two Communications: PR and content for nonprofits. Your story is our mission.

Get Nonprofit Radio insider alerts!

Listen Live or Archive:

My Guests:

Beth Kanter & Meico Whitlock: Mindfulness, Happiness, Well-Being Apps
From 20NTC, a survey of apps to help you increase resilience, work-life balance and calmness. My guests are Beth Kanter, master trainer, and Meico Whitlock, The Mindful Techie.

 

 

 

 

Meico Whitlock & Jason Shim: Apps, Tools, Tactics
More 20NTC panelists share their favorite resources for efficiency, raising more money and building stronger relationships. They’re Meico Whitlock, The Mindful Techie, and Jason Shim from Pathways to Education Canada.

 

 

 

 

Top Trends. Sound Advice. Lively Conversation.

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

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

Get Nonprofit Radio insider alerts!

Sponsored by:

Cougar Mountain Software logo
View Full Transcript
Transcript for 498_tony_martignetti_nonprofit_radio_20200717.mp3

Processed on: 2020-07-17T23:12:52.828Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2020…07…498_tony_martignetti_nonprofit_radio_20200717.mp3.273065877.json
Path to text: transcripts/2020/07/498_tony_martignetti_nonprofit_radio_20200717.txt

[00:01:08.14] spk_0:
hello and welcome tony-martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host. Oh, I’m glad you’re with me. I’d suffer with UV itis if I saw that you missed today’s show. Mindfulness Happiness Well being APS from 20 and D. C. A survey of APS to help you increase resilience, work, life, balance and calmness. My guests are Beth Kanter, master trainer, and Miko Whitlock, the mindful techie. Also APS, tools, tactics Mawr 20 NTC Panelists share Their favorite resource is for efficiency. Raising more money and building stronger relationships. They’re Mico Whitlock again, the mindful techie and Jason Shim, from pathways to Education on Tony’s Take

[00:01:08.96] spk_2:
two.

[00:02:39.41] spk_0:
You’re Dismantling Racism Journey were sponsored by wegner-C.P.As guiding you beyond the numbers. Wegner-C.P.As dot com by Cougar Mountain Software Denali Fund. Is there complete accounting solution made for non profits tony-dot-M.A.-slash-Pursuant. Martin for a free 60 day trial and, by turn, to communications, PR and content for nonprofits, your story is their mission. Turn hyphen two dot ceo. Here is mindfulness happiness well being APs. Welcome to tony-martignetti non profit radio coverage of 20 NTC. That’s the 2020 non profit technology conference. Regrettably, the conference had to be canceled, but we are forging ahead virtually. We are sponsored at 20 NTC by Cougar Mountain Software. The Nolly Fund is there complete accounting solution made for non profits? Tony-dot-M.A.-slash-Pursuant Mountain for ah free 60 day trial. My guests now are Beth Kanter and Miko Whitlock. Beth is master trainer, speaker and author. Her latest book is The Happy Healthy, non profit co authored with Liza Sherman and Miko Whitlock, trainer on mindfulness work, Life balance and tech Distraction. And both are intend board members. Beth Miko for each of you. Welcome back. You’ve both been on multiple times. Welcome back.

[00:02:45.04] spk_1:
Thank you, tony. Happy to be here?

[00:02:46.70] spk_2:
Yeah. Thank you, tony. Thank for Fort. Thank you for fortune. Non.

[00:03:21.05] spk_0:
Absolutely. I’m glad to do it. I’m glad we could get the three of us together. And good to know that you are each well and safe mico in Maryland and Beth in California, but continue to be safe. You’re 20. NTC Workshop is mindfulness, happiness and well being. There’s an app for that, Miko, Uh, technology is a double edged sword. You’re the mindful techie. Um, this thing can be enormously frustrating, distracting, But there’s another side to it.

[00:03:59.97] spk_1:
Absolutely. So I think of technology as a tool. So you think of a hammer? Ah, hammer could be something that could be used to destroy. We can also be something to use. Teoh build something to create something. And technology, particularly APS that we’re talking about are very similar. So APs and technology are necessarily a replacement for social interaction of some of the things that we do in person. But it certainly goes a long way toward facilitating those things, particularly in context. You might have, um, some kind of disability, for example. We talk about long distance relationships. All of those are ways in which technology can be an asset, not a deficit for us.

[00:04:05.44] spk_0:
Okay. Okay. So we’re looking at the positive side today. Um, do you want to just start getting up? Do we have different categories of APS for mindfulness happiness and well being? Or we didn’t have glommed together. What?

[00:04:31.46] spk_1:
So I will start with just what I think is sort of the primary of the foundation. And I’m sure Bath will agree that maybe Beth can sort of rattle off some of the other categories as I’m going through this. But we start with the internal apse. So often times we have this discussion. It’s all about the external APS meeting, the things that you can download from an apple store or things. You’re going down from a website. But we have an internal app in the form of my opponents. For example, the breath meditation. All those are things that don’t require us to pay for anything. Things that don’t require us to pay an extra luggage fee when we travel because we have those things within us internally. And so we start with help people to understand what are your internal applications and how do you actually access those?

[00:05:08.24] spk_0:
Okay, Internal apse?

[00:05:10.54] spk_2:
Yes. And I think toe at building what Miko was saying. I think the most important one is how is your positive out outlook on things and trying? I mean, it’s unimaginable what were going on. But you can also you’re in control of your thoughts so you can try to think about positive things. Um, like, Ah, what? Where’s the blessing in this? Uh, take a look at some of the creativity that’s happening. Um, think about what? You’re grateful for, um, for me. I just adopted this in your dog. I probably would have done that, so I’m very grateful for that.

[00:05:59.84] spk_1:
Absolutely. And the one of the single most important things. People looking for a way to start with the internal apse. It’s just taking one deep breath. You know, when you find yourself rattled, you find yourself overwhelmed taking an opportunity to cause and to just take one deep breath that is actually mindfulness. Oftentimes, we think that we have to engage in Oklahoma session. That’s 30 minutes longer. You have to have a yoga mat. Have to have the right pants. None of those things are necessary for you to actually put yourself in that unmindful state in a more holistic and healthy state.

[00:06:15.79] spk_0:
Okay, just a single breath.

[00:06:17.65] spk_1:
A single breath

[00:06:18.84] spk_0:
doesn’t get any simpler. Start there. Yeah, because you want to share something that you’re grateful for. Please.

[00:07:22.55] spk_1:
I’m actually grateful for my mindfulness practice has been one of the things that actually help me to stay center during this time. That we’re in is one of the things that I used to make sure that when I’m using technology, you know, social media email, etcetera, that I’m actually using it in a way that actually advances my intentions for my work and how I want to show up on. And it allows me to actually be able to support people who are legitimately experiencing fear and anxiety and anxiousness during times like these. So I’m actually grateful to have the mindfulness practice in the half APs, for example, Like the inside timer, which I use this morning. It’s a timer app that allows you to, um, set a timer for your meditation or for the type of mindless practice their courses you’re able to connect with community of folks who are also engaged in similar practices on gives you a little time, different options at the end, what your practice has concluded. So that’s the way that I’m marrying. Um, what I’m grateful for in this moment with actually a positive use of technology.

[00:07:30.02] spk_0:
Yeah. What’s the name of that again? Fight timer in sight timer. Okay.

[00:07:48.04] spk_2:
And it can also I’ve been doing with a lot of my teams. We’ve been actually using that to start our meetings with a moment of silence. Just so everyone gets censured and we can focus on you know, the work at hand versus what’s going on outside are locked down areas.

[00:07:53.74] spk_0:
If you have an app that Oh, are we ready? Should we do it? I don’t want I don’t want to rush through the internal personal.

[00:08:00.72] spk_2:
Let’s let’s go, Teoh Weight

[00:08:03.58] spk_1:
categories. I can just ride out the categories and they may be back in China. What? She has it. That’s OK.

[00:08:30.24] spk_2:
Sure. I was just gonna go with our presentation, like health, health and fitness. And I’m Sam, uh, this happen, which is Fitbit. It’s also in your phone measures your steps, get you walking. And I’m really grateful that we can still go outside walk and I’ve been doing actually virtual walks with face time with folks and even zoom like we’re on now. Having walking for years.

[00:08:45.07] spk_0:
You’ve been doing walking meetings for a long time. Seven years? Yeah. You doing meetings? Walking view? Was that? Do you tell me you demand? Do you insist on walking meetings? Well, you still you’re

[00:08:45.84] spk_2:
never, never, never demanded because we also I call them strolling meetings now because not everybody you know is come walk. Some people stroll, and now some people Canada walk. So it’s, It’s it’s Ah, optional. But one fun thing is to actually get get Zoom on your phone and dio have everyone walk around the neighborhood. You’ll do that. Walk. Do that walking meeting. Get that exercise. The exercise and fresh air is important.

[00:09:51.78] spk_0:
It’s time for a break wegner-C.P.As paycheck protection program. Loan forgiveness has settled down. There haven’t been changes for several weeks now. Wegner has the info. Their latest free webinar explains the state of forgiveness. What’s forgivable? What documentation do you need? How to work with your lender? Goto wegner-C.P.As dot com Click Resource is and recorded events Now back to mindfulness happiness Well being apse with Beth Kanter and Mico Whitlock Best. I think the dog you just adopted was in the window. He no longer. But

[00:09:57.75] spk_2:
you saw

[00:09:58.65] spk_0:
it was in the night. He was looked like he was sitting on the window frame. He was looking out at the right. The bright sunshine outside.

[00:10:03.87] spk_2:
Yeah, there’s lots of squirrels in our backyards.

[00:10:07.76] spk_0:
You gotta give us another one before we go back to Mico, please.

[00:10:32.07] spk_2:
You Okay, So another one that’s important with health and fitness is to get enough sleep. I don’t. You know, some I’ve had plague induced insomnia. Ah, but you know, getting sleep helps your immune system and helps you focus. It helps you with your fuse. You know, you can have kids in the background. I have a college dormitory here whenever you

[00:10:33.04] spk_0:
have a life while you have

[00:10:34.98] spk_2:
a life. Yes. Right. So night shift. Um, it helps you adjust the light on your phones.

[00:10:39.27] spk_0:
Night shift on a phone. That’s a key. Yes. Yes.

[00:10:41.60] spk_2:
And don’t use your phone as an alarm clock and shut off the phone and electronics two hours before Ben. That’ll helplessly.

[00:10:48.24] spk_0:
Uh, okay. Why not? Why not use the phone as an alarm clock?

[00:10:52.81] spk_2:
Well, because you’re then looking at it. You’re looking at that bright light, and that’s what goes into your brain. And that’s what disrupt your circadian rhythms in your melatonin and the onset of sleep. And you don’t get his good night’s sleep. And we need to have we need to arrest for immune systems and for our own. Well, me?

[00:11:08.72] spk_0:
Yeah, definitely. Sleep is critical for health. Right? But if I have night shift on, does that not protect me when I set my alarm on my phone.

[00:11:33.68] spk_2:
Well, what it does, is it It makes the light on your phone warmer or less Kelvin’s, that a sunny day. It’s not scientifically proven that it doesn’t disrupt. There’s no science behind that. They say it does they? It’s a hypothesis, but I think it’s, you know, it’s a great app if you have to. Maybe a couple hours before bedtime and you’re working making a warmer light,

[00:11:40.88] spk_0:
right? Oh, night shift. Yeah, I was talking about the using of the alarm with night shift done, but

[00:11:52.54] spk_2:
well that if you use your alarm before bed, then you might be tempted to go and look at other things on your phone. You know, some people like me had poor impulse control, so I think the iPhone out of my bedroom. And I just heard I don’t get a look at stuff at least two hours before bed.

[00:12:27.54] spk_1:
And for me, it’s the impulse control has done it issues. So I actually do use my phone as an alarm clock. And so I used the feature called Do Not Disturb where essentially between nine and 9 a.m. Nine p. M. And 10 a.m. my notifications air silenced so that I’m my sleep in my morning routine aren’t disrupted by what’s happening. Now, if you’re like Beth and you have an impulse control issue and it’s getting in the way of your sleep getting the

[00:12:31.76] spk_2:
way label that you

[00:12:35.51] spk_1:
want to get a real alarm clock and charge it outside of your room or get some get the

[00:12:39.95] spk_2:
smart. You know, I have that. I have the moonlight won that wakes you up to moon beings, and I also used Do not disturb, but I still keep the phone in another room.

[00:12:47.34] spk_0:
Yeah, okay. All right. Uh, all right, we’ve established that Beth has issues.

[00:12:52.37] spk_2:
No, no, I’ve overcome them

[00:12:55.94] spk_1:
aps mindfully in order to help her with that.

[00:12:59.91] spk_0:
You used to tell me about, uh, you were obsessive with checking email. I think this was a couple of years ago. A couple interviews ago. You’re obsessed about checking email assumes you woke up.

[00:13:09.24] spk_2:
Yeah, I got over. That was a member of that, But that was part of, like, my own bad behaviors. And what I was seeing other people kind of led to the writing of the book.

[00:13:19.24] spk_0:
Okay, You’re undisciplined at the time. But you’ve recovered.

[00:13:22.74] spk_2:
Yes, because I felt the impact of being undisciplined, which was, you know, distraction, crankiness. And, you know, I didn’t get stuff done as much as I could. I would never have been able to write for books if I hadn’t started to, you know, use some of these techniques over the last seven years or so. OK?

[00:13:57.35] spk_1:
And I think the interesting thing about what I said is that the fact that many of us many more of us are actually forced to work virtually now we’re gonna have to contend with exactly what Beth is talking about. And I think it’s a beautiful thing that we have. Um we were able to put the other this session where we’ve actually, you know, going out and found these different Absolutely help you with that. And then, of course, you have the best book which provides Resource is so, um you know, fortunately for the folks now, they actually have a resource, whereas back, you know and her colleague had to figure this out on their own.

[00:14:11.64] spk_0:
Happy, healthy

[00:14:59.24] spk_2:
people say I will say though I would be totally transparent and honest. I’m a human and sometimes you know, you fall off the wagon and I must say we’ve been on in the house for a month because we started getting messaging about all the tech companies closed down. They did it before the government told them to. And there’s a lot of messaging going around here in the hot spot. You know, dunk a wild if you’re over a certain age or if you have immune issues. So so that did increase my anxiety bit. Um, and I And when my anxiety increases, I start to fall back into some of these bad habits that start to perpetuate anxiety. And I did that for a couple of days. And then I said, Get the pause button, stop and see what you’re doing stuff. Pull out all your tools and, you know, get yourself together.

[00:15:06.22] spk_0:
Alright. Self awareness. Self awareness is key. Yes, it’s an important point. Yeah. Bet they also see, uh, container of wipes in your background to just

[00:15:10.49] spk_2:
ugo you see,

[00:15:23.34] spk_0:
There it is. Yeah. Um, I’ve been looking at a lot of backgrounds recently. Doing 20 years, some of these, um there. This is interesting. What? What people choose for their background. You have Japanese.

[00:15:27.94] spk_2:
You see my pain collection, right? Next wipes are my fountain pen collection

[00:15:30.91] spk_0:
collection. I see them in a dark, dark wood

[00:15:39.44] spk_2:
k on my writing box. But that’s part of my morning routine is to write inspirational quotes and calligraphy. Alright. What? And I won’t be able to do that if I have my If I hadn’t turned my alerts off and and use Do not disturb

[00:15:45.44] spk_0:
and someone plays the cello. Is that a cello or bass?

[00:15:50.21] spk_2:
Yes, that’s my husband. And you could probably see Casey the piano. No, you can’t, but yeah, it’s a musical family to that helps to music. Even if you just use your phone, Just listen to, like, classical music or jazz, whatever. Whatever you can to

[00:16:03.88] spk_0:
Mikko, you don’t want to see your home.

[00:16:19.59] spk_1:
Well, this is my home. This is I call it the Sanctuary. And so this is one of the ways that I mentally make a shift and actually prepare for my day. And so, um, I actually started you mature coming on the virtual background that I have actually started to use that as a way to having conversations like this. People who are feeling anxious or overwhelmed to say like Hey, like, let’s have something fun to sort of take you out of your immediate state of panic or in gaiety and once ready, let’s do that. Let’s figure out how we can move forward together with this product that we have that or that we’re talking about. Um, it’s a good ice breaker. It’s a great conversation starter. And, like Beth said about starting your meeting with the moment of silence. This is not really a moment of science, but it’s a good way to sort of break the tension in the room to get the meeting started,

[00:16:50.64] spk_2:
you know, and also looking at me coz unloved what you had yesterday your beach. But this one in the mountains, it’s making me think of one of the apse that we were recommending called calm, which actually takes you into a place of nature. And you hear the birds, you hear the ocean and you know, and it can help you do, Ah, three minute technique that can help reduce anxiety, which is just a mental vacation. And, you know, more and more we’re going to be working at home, ever gonna have back to back virtual meetings, and I think we’re gonna have, like, meeting virtual meeting fatigue. And so I think, between meetings, if you could take that three minute vacation like open up calm the calm app, it’s also a webpage. And just like, listen, you know, pretend you’re walking outside the national parks now are live streaming hikes or even go for Mitt. You know, a quick virtual Nate nature walk between innings

[00:17:38.14] spk_0:
Beth is the app spelled like the word CLM? Yes, Yes. Okay, okay. We just have a couple minutes left. Let’s Is there another category of ah of app? Mico?

[00:19:52.54] spk_1:
Yes, eso. Let’s talk about something we haven’t talked about yet. So it’s like about connectivity and relationships. Eso there two things that I want to talk about here in terms of maintaining a sustaining connections, particularly since we’re spending so much time at a distance. Right? So the 1st 1 is called fabric spelled f A B R I Q. And this is an app for the iPhone for your android device that allows you to intentionally prioritize your most important relationships. So, for me, the way I will use this app is since I don’t live near my family. I live in a different state. I want to make sure that I’m maintaining those close connections. And so this app allows me to identify who those folks are. And then it gives me were periodic reminders about Have you checked in with this person? Gives me an option toe, take notes to collect my reflections. And so it’s a really good way to prompt yourself. Admit all the things that are happening to make sure that you’re checking in on the folks that are most important to you. Um, another app that similar to this is called the Five Love Languages at is called Love Nudge and is available for Apple and Enjoy. And it’s based on the five love languages framework developed by Gareth Happen. The most folks know this framework in the context of romantic relationships, but it actually applies to just any type of relationship in general, in terms of how we communicate, how we like to receive and give love, how I like to Rio receive and give I’m communication, so this particular app allows you to identify your love language, identify the love language of your partner or your colleague or whoever that might be in connection with. And then it gives you nudges throughout the week on how you actually can connect with that person using their love language. So, for example, if, um, if my partner likes to receive words of affirmation, I might be prompted toe leave a post that saying I love you on the refrigerator, for example, in a way that I’m connecting with that person. Does the weights toe really help you toe? Um, really make sure you’re nurturing the the most important relationships for you so that Greek and the five love languages app would be to that. I would recommend from this category around sustaining and nurturing and strengthening connectivity and relationships.

[00:20:50.69] spk_2:
And I would build on what Miko was saying on and talk about it from the perspective of the workplace. Well, being in the workplace is important to have this connective it Ian. Good relationships. It’s gonna be harder at a distance to do that. Um, so so one app is called Know your team, and it helps you build trust and relationships with your team. There’s assessments. There’s lots of tips for one on one check ins icebreakers and check ins for meetings. So you can. And I think I’ve seen a lot of these used over. You know, I’ve been working virtually from, like, 30 years. So a lot of these techniques really can work to help us maintain that human connection and relationship and trust in the workplace. And I think we’re gonna need that as we move forward to rebuild and move on.

[00:20:57.15] spk_1:
No more. The doughnut about is another one. That’s really interesting in this regard. So what?

[00:20:58.76] spk_0:
They again? What’s the name?

[00:21:15.83] spk_1:
Don’t at the pot. We’re going it specifically for slack. And so it’s about that randomly Paris people up for coffee dates. And so obviously, we’re sort of limiting the number in person interactions now. But we could do that to prompt people to have virtual, um, coffee dates or virtual doughnuts or virtual happy

[00:21:22.76] spk_0:
hours. Okay. Beth showing her coffee mug.

[00:21:25.99] spk_2:
Yeah, it’s Stuart. It’s too early for happy hour.

[00:21:36.84] spk_0:
All right, Beth, I’m gonna let you take us out because Miko, give us the intro. We just have a minute or so on the inspiration.

[00:22:51.49] spk_2:
Sure. Some inspiration, cause my good colleague John Heightened whose whose past, but wrote the book Donor Care Here. He did interview with Me about self care, but he also wrote about his self care techniques while he was facing his horrible battle with cancer. And one question he asked himself every day was, What rainbow am I gonna eat? And, of course, if you Google that it refers to eating healthy vegetables, a rainbow of fruits and vegetables in terms of colors. Chris, of course, having cast radio, eat healthy foods. But I thought thinking of it, There’s lots of rain bows out there in our neighborhood. Parents with the kids are drawing pictures of rainbows with colored chalk on the sidewalk. So when other families passed by there trying to find the rainbows, so we all need to look at the Rainbow’s at the end of this, it’s going to be the most horrible thing in the that we’ve ever experienced. That’s probably coming, but after that I see lots of signaling around some of the creativity and the kindness and the mutual aid and the dismantling of oppressive symptom systems in our lives that are happening, and I truly believe we won’t come back the same. But we’re gonna come back better and different and better. So we have to keep every day. Look for a blessing. Look for a rainbow. Look for gratitude. Um and dont adult well, in the darkness.

[00:25:24.34] spk_0:
Yeah, we will. We will. We will emerge. All right, I like that. Thank you very much. Beth. That’s Beth Kanter, Master trainer, speaker and author. Her latest book, The Happy Healthy non profit and Miko Whitlock, trainer on mindfulness work about work, life balance and tech Distraction. He’s ah, is the mindful techie. Thank you very much. Thank you for being with tony-martignetti non profit radio coverage of 20 NTC. Thanks so much. We need to take a break. Cougar Mountain software, Their accounting product Denali is built for non profits from the ground up. So you get an application that supports the way you work that has the features you need and that exemplary support that understands you. They have a free 60 day trial on the listener landing page at slash Cougar Mountain. Now time for Tony’s Take two. You’re dismantling racism journey. That’s our newest special episode, and it’s now out on video. You will have a long journey. So start with this single step. My guest is pretty itchy Shaw, president and CEO of Flourished Talent Management Solutions. Starting where you are with your people, your culture and your leadership. How do you gather data about racist structures right under your nose? Who do you invite to the conversation? She helps you see the way forward. The video is on my YouTube channel in the racism and White privilege playlist. Check it out. That is Tony’s Take two. Now it’s time for APS Tools tactics with Mikko Whitlock again and Jason Shim. Welcome to tony-martignetti non profit radio coverage of 20 and TC 2020. Non profit Technology Conference. We’re sponsored at 20 NTC by Cougar Mountain Software. My guests now are Mico Whitlock and Jason Shim. Miko is trainer on mindfulness work, Life balance and tech Distraction at mindful Techie. He’s also a member of the Intend Board, and Jason Shim is director of digital strategy at Pathways to Education Canada. Jason is the chair of the and 10 board of directors. Miko Jason, Welcome very much. Welcome to the show.

[00:25:27.74] spk_1:
Thank you for having us.

[00:25:28.91] spk_3:
Thanks for having us.

[00:25:41.44] spk_0:
Pleasure. Yes. Pleasure. And I’m glad to know that you reach well and safe. Jason in Toronto and Miko in Maryland outside d. C. Good to know that everybody’s well shut out. Jason’s background for those who cannot are not seeing the video. Jason is on the bridge of the Enterprise. But not the classic, not the one I know. I mean, I know the movies. I know the TV best because that’s what I grew up with. But which version of the enterprise are you? Bridge. Are you on, Jason?

[00:25:59.57] spk_3:
This would be the one from the next generation. So, uh uh, 1701 D

[00:26:36.64] spk_0:
last image of it. He knows the ship designation. Excellent. Alright. And Nico is where I saw him last week. Uh, beautiful of forest mountains and a lake in the valley. Yes. The Blue Lake? Yes, my backyard. Your backyard just outside Washington. He’s got private lake. Um, okay, you’re 20. NTC Topic is APS, tools and tactics to be a non profit Olympian. Amico, let’s start with you. What? Uh, you just you guys have Ah, You do have some basic resources that are accessible and easy to use and are gonna increase productivity.

[00:26:53.96] spk_1:
Exactly. So it’s actually based on an idea that Jason had around the Olympics. And I know Jason. You want Explain the idea and Tyler connects.

[00:26:59.18] spk_0:
Okay, Jason?

[00:27:28.64] spk_3:
Yeah. So the Olympic motto is Ah, faster, higher, stronger. And, you know, there’s always ah, ton of tools that were always coming across. And I think one of the challenges is trying to make it really easy to categorize them. And so the Olympic model came to mind. So things that will help you and organization go faster, things that will help you raise higher revenues and things that will help you build stronger relationships. So generally, if any of the tools conf it and to any of those three buckets, then that also fits very well for non profit usage.

[00:27:34.74] spk_0:
Okay, so why don’t you Don’t you start us off. You want toe, start with faster, and you’ve got Ah, a couple of laps or resource is for us.

[00:28:00.54] spk_3:
Yeah, So I I know. Kick it off with, you know, just talking a bit about some of the automation tools eso speaking to faster. You know, I’m a big fan of Ah, uh, piece of software called Toby eso. Toby is, uh, a chrome extension that you can install that will make your bookmarks very easy to access. So, you know, if you go about your day to day, you may open the same pages every morning. But instead of having to open them all manually or taking them into the oil buyer Toby will live each a group of Marx together. Second, press one button and open your five news pages that you open every morning. It’ll load it all in the background. You just browse the tabs very quickly.

[00:28:24.46] spk_0:
Okay? Is that t o B y

[00:28:27.04] spk_3:
yet? That’s T O B Y.

[00:28:28.59] spk_0:
Okay. Cool for a for, uh, grouping your bookmarks, OK? Yeah. You got another one for us?

[00:29:24.35] spk_3:
Yeah. Another tool that all share is around automation. So I’m a big fan of automation. Is that anything that you can clearly defined in a step by step kind of way you can probably out of me. So my my favorite right now is the Xabier eso. Is that a p i e r ah? And we use it quite extensively. It has over 1500 different types of integrations so specifically Well, how we use it in our organization is for revealing information into slack. So Let’s say if a donation comes in, um, that it will really a notification immediately into shared slack channel for letter staff. Know that one has come in. So you don’t have to wait for a report to be generated every week or every day that you know, the moment that comes in that you know, people are notified and you can respond quickly to folks to let them know that. Hey, you know, thank you so much for making a contribution. We really value it. And we’ve seen some great results. So, you know, the moment that someone donates, you know, weaken within five minutes, be emailing them to give him a very personal thank you.

[00:29:38.24] spk_0:
Justin isn’t, say Pierre very robust to him. You can define your own tasks. Yeah, I think you should code your own, but you want to be a coder to do it.

[00:29:47.24] spk_3:
Now you can You can drag and drop in remix everything and it’s ah, it’s a great for folks who may not have, you know, it kind of coding background or even to maybe too technical. But if you are technical, there is a lot of capability that you can integrate into it. So it’s It’s great for people of all backgrounds.

[00:30:06.84] spk_0:
We go if you got anything in ah, in working faster before we before we go to revenue generators.

[00:30:56.01] spk_1:
Well, in terms of the fast Buck and I would focus more on productivity. And so there are two things that I want to set. Some tools I recommend. The first is around calendar ring and meetings. We recognize that when we look in the aggregate at hour work weeks, we spend so much time in meetings. But one of these we don’t account for the amount of time you actually spend scheduling meetings. So for folks that have spent a lot of time scheduling one on one meetings, and now a lot of us are working virtually using things like Zoom. One of my favorite plug ins is for Google Calendar and for Outlook calendar. So it essentially allows you with the click of one button to schedule a zoom meeting and to invite people to it. So right now, if you’re not using this plug in and you want to schedule a zoom meeting, you have to create the zoo meeting. Forgot what time is gonna be have to give the link copy and paste it, then send it to the people that are going to be a part of the meeting with this plug in. Essentially, create a calendar invite like you would for a normal meeting. And you you press the, you know, turn us into a zoo meeting. But most unplugging is installed, and then the Zumwinkel automatically generated. You just pop in the folks who want to invite and you send off the invite and that saves you a tremendous amount of time. If you’re scheduling a lot of zoom meetings,

[00:31:32.24] spk_0:
is there any is there not a plugging for I, Cal, those of us in the apple using the apple calendar? Now

[00:31:43.76] spk_1:
perhaps there is. But I’m only familiar with Google and and four for Outlook. So for the aikau folks, you about this research to see if there’s anything for them, but definitely for Google and for for outlook.

[00:31:48.29] spk_0:
Okay, and what’s it? What’s it called? That we look for?

[00:31:50.90] spk_1:
Just called the zoom calendar plug

[00:31:53.53] spk_0:
in. Okay. Yes, And the three of us had enough trouble, uh, be creating meetings. But one of you would get the invitation that came from my Cal After you create a after you create a creative meeting and then zoom then answered the aikau, one of you would get the invitation, the other would not. And then I Then I just ended up copying and pasting another standard email, and it worked. But yes, I have my own frustrations around. Ah, Zoom and Aikau working together. Guys, you got another one for for calendar ring.

[00:32:36.34] spk_1:
I do. So if you schedule a lot of one on one meetings, there’s two sets of souls that competitors and you can use either one if use both. One is called acuity scheduling. So a C u I t. Y scheduling. And the 2nd 1 is called commonly, um, c l E N D. Why, captain,

[00:32:45.00] spk_0:
tellingly right? E N d l Y

[00:32:55.39] spk_1:
el y yes. Yeah. So acuity scheduling and Calvin Lee. And what both of these tools allow you to do is to save the time, save yourself time, going back and forth, and I figure out when they get time to meet, right? So how many times do you spend time trying to figure out when to meet with someone, and especially just a brief meeting you could actually spend more time trying to schedule a meeting. Then you actually you actually talking to the person, right?

[00:33:10.00] spk_0:
That can be so. These

[00:33:51.91] spk_1:
tools both of these tools allow you to with Google Calendar, Uh, and with outlook to share your calendar in your availability and allow the person to essentially you send Emily, they see your counter. They could select the time the invite goes on your calendar. It goes on their calendar. And if you have a plug in like resume install forgot by your security scheduling with zoom, a zoom link is automatically generated. It goes in your calendar goes on their calendar. And if you want to set up reminders to automatically go out for yourself for them, those things were set up. But you essentially save yourself that back and forth. It just takes you five seconds to send in the link and then you’re done is in their court. It takes, um, you know what, five minutes or less to pick a time and get on your calendar and you’ve gotten back. Um, you know that time that you feel otherwise spent going back fourth, the e mail or by phone kind of figure out when works for you.

[00:34:44.24] spk_0:
Yeah. Yeah. You have to think about the time. The aggregate time you spend setting up meetings. I mean, I don’t It can’t be done in fewer than two emails each. And that’s I think that’s an outlier that’s at the low end, you know? And then a minute the meeting cancels, then your back to it again, uh, again, at least another four, but more likely six or six or eight between the two people and then and then And then, uh, maybe it doesn’t. It certainly doesn’t increase exponentially, but it increases considerably when you bring in 1/3 or fourth people. Fourth person trying trying to flight four people trying to schedule together. Yes, I think that’s at least partly at least 10 emails. Uh, you know, between everybody 10 and again, I’m not 10. Could be low, depending on, you know. And now we’re scheduling so many more meetings. So,

[00:34:53.79] spk_1:
yes. So So both of those sets of fools, I recommend to the streamline the process and get back a little bit of time.

[00:35:44.19] spk_0:
Talk about being mindful. Rightful of the time you spend scheduling meetings. Yes, a start time for our last break turn to communications relationships. The world runs on them. We know this turn to is led by former journalists so that you get help building relationships with journalists. Those relationships will help you when you need to be heard so that people know you’re a thought leader in your field and they specialize in working with nonprofits. They’re at turn hyphen two dot ceo, we’ve got but loads more time for APS tools tactics from 20 NTC. Okay, you got one for revenue. And before we go back to Jason, you want kickoff revenue?

[00:36:42.94] spk_1:
Yeah, so I’ll shift over to texting. And so one of my one of the tools I use is called text awful on t e t e x t i f u l text. Awful. And essentially, what it allows you to do is it allows you to, um, do email opt ins via text message. So say, for example, this were presentation and you want to give people access to the recording After this prison condition, you could say OK, text, you know, non profit Olympians should this number, and we’re gonna add you to the list and When the videos ready, we’re gonna send it to you. That is one efficient way to capture email addresses for large events. Large gatherings. I do it at my workshops. So if you want the slides, text this number. If you want to stay in contact text, you know little on purpose toe this number and you’ll be added to the list on the next message on update you’ll work. You received that. And so if you tie that into your fundraising efforts, you could see how that could be a great way to identify prospects and then be able to follow with them about actually working with the donating to your organization.

[00:36:54.93] spk_0:
Awesome. Okay, thank you. Text if all Jason, how about you on the revenue side?

[00:38:32.32] spk_3:
Yeah. So one of my favorite tools is ah, the judge. So that’s the I. D. Why a r d dot com and what it is this ah chrome extension that you can install that allows you to easily record videos s so they could be videos of yourself as an individual. Or you can record your desktop or your desktop with a little circle in the corner with you can in a reading. Ah, and how organization has used it is more around the stewardship side to show people the impact of their donations. Eso because I work with an organization that serves youth believing a low income communities across the country but we’re able to do is they were able to record very personalized thank you, um, to our donors using this software. So what we’ll actually do is, you know, to get folks attention because everyone’s getting tons of email in their inbox that the thumbnail will actually be an animation of someone holding up a sign that says the person’s name. So you would get something like the sign would actually say, Thank you, tony. And it’s actually written. It’s not automated, and then you click play, and then you know, the recipient would Here, you know, high tony, thank you so much for making a donation to pathways. Education Canada. You’re making an impact in the lives of people like myself in achieving our dreams, And the impact that it’s had is that this goes into the higher revenues. But you know it. It spills over a bit into the stronger relationships part as well, because it’s um, it’s very much. Ah ah. An individualized, personalized message that cuts through. You know, you’re the general kind of stuff that people normally get in their day to day inbox, and it really helps connect our supporters of more directly with with, uh, with the cause.

[00:38:57.62] spk_0:
Okay. Cool video. All right, eyes there. Another one around the revenue side. Anything else? No.

[00:38:58.52] spk_1:
You want to mention Bun bun Juro, which is similar to video

[00:39:07.87] spk_3:
Bob on joyless. Quelle is another video platform. That is Ah. Ah, quite helpful. Similar. That is also that you can easily create a video. So as be oh, and J o r o b for banjo.

[00:39:22.12] spk_0:
Okay. Thank you. Um, all right. So, uh, our third category was stronger relationships. You got something there, Jason?

[00:40:16.39] spk_3:
So ah, flipping back onto the texting side. Twilio has many different kind of tools, their offers, and so near twilio studio is something that has helped us connect with folks in that it allows us Teoh quite easily create. And, um, whether you want to create your own, like, interactive voice response, um, or if you want to create a more complex tree for you know, someone texts into a number that you can also take them through various paths. Where to learn more about your organization. The other way that we’ve used 12 you as well is for sending out text messages generally without with updates. Eso We’ve used the TWILIO platform to send out text messages to our students directly in order to remind them that events are going on S o. You know, that’s super helpful in terms of just being there. And you know, those kind of nudges. It’s similar to what we do in person, but it’s also using the tool to extend that reach and being like, Hey, just nudge, um, that this event is going on tomorrow on that really helps improve our attendance treats at events A ZX Well,

[00:40:42.67] spk_0:
because you have something in the relationship side.

[00:41:41.55] spk_1:
Yes, I have two sets of tools that are related to how we use social media, so we know that now more than ever, our social connections are really important and social media, you know, while it has some of this downsize, it also could be a powerful way toe keep us connected, particularly if we’re at a distance right. But one of things that we find that happens is we can go down the rabbit hole of sort of losing focus on why we’re on the platforms to begin with. And so the first floor wegner recommended For folks who are using Facebook on the best top, there’s a plug in called, um Facebook news feed. Eradicate ER that you can install for your browser. And essentially, what that allows you to do is to replace the news feet when you log into Facebook with the quote. And so what’s the reason behind us? Well, many of us have had this challenge will be Log into Facebook. You wanna wish someone Happy birthday? You want response a message. You want to comment in a group? Or do some of the activities actually connected to you to someone and you find yourself 45 minutes later in this rabbit hole of watching cat videos, a cute puppies running around or watching the you know, whatever the latest news thing is right on. One of the reasons for that is that you get caught up in the sort of the newness of with in your news feed, so this particular plug in allows you to replace the new seat with a quote, and it makes it more likely that you will be able to remember to pause to reflect and actually remember what your primary intention was when you log into Facebook to begin with. So again, that one is Facebook news feed eradicate er specifically for the desktop version of Facebook and for folks who are using Facebook to the browser way.

[00:42:18.14] spk_0:
Just, uh, we just have about a minute left. So this last one you’re gonna do, um, do it concisely, please.

[00:42:26.00] spk_1:
All right, so for Instagram, YouTube and Facebook for the mobile versions, essentially, what we have are each of these has settings that allows you to monitor your usage to set Ah, a timer or just that reminders on how much you’re using. You’re using those particular applications so that you want spending all your time on those, but you’re actually able toe sustained connections. You know, uh, get worked on and live your life. So check out the settings for those If you’re using those on the mobile version, if you want to get a better handle on how you spend your time on this for us,

[00:43:14.02] spk_0:
okay? We’re gonna leave there by my count will be ticked off. You You ticked off. 10 10 Different resource is in, like, under 20 minutes. So thank you. Very efficient. Very mindful. Very efficient. Very productive. Enormously als three. So thank you that they are. Ah Mika Whitlock, trainer on mindfulness work, Life balance and tech Distractions at Mindful Techie and Jason Shim, director of digital strategy at Pathways to Education Canada thanks to each of you Very much. Thank you, Nico. Thank you, Jason. Thank you.

[00:43:33.30] spk_3:
Thanks for having us

[00:44:41.18] spk_0:
pleasure. Next week, Gene Takagi returns with joining forces M o use to mergers. If you missed any part of today’s show, I beseech you, find it on tony-martignetti dot com were sponsored by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com by Cougar Mountain Software Denali Fund. Is there complete accounting solution made for non profits tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial And by turn, to communications, PR and content for non profits. Your story is their mission. Turn hyphen two dot ceo. Our creative producer is clear. Meyerhoff Sam Liebowitz managed stream shows social media is by Susan Chavez. Mark Silverman is our rep guy on this music is by Scott Stein Way next week for non profit radio Big non profit ideas for the other 95% Go out and be great

Special Episode: Your Dismantling Racism Journey

I love our sponsors!

WegnerCPAs. Guiding you. Beyond the numbers.

Cougar Mountain Software: Denali Fund is their complete accounting solution, made for nonprofits. Claim your free 60-day trial.

Turn Two Communications: PR and content for nonprofits. Your story is our mission.

Get Nonprofit Radio insider alerts!

Listen Live or Archive:

My Guest:

Pratichi Shah: Your Dismantling Racism Journey
Starting with your people, your culture and your leadership, how do you identify, talk about and begin to break down inequitable structures in your nonprofit? My guest is Pratichi Shah, founder & CEO at Flourish Talent Management Solutions.

 

 

 

Top Trends. Sound Advice. Lively Conversation.

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

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

Get Nonprofit Radio insider alerts!

Sponsored by:

Cougar Mountain Software logo
View Full Transcript
Transcript for 496a_tony_martignetti_nonprofit_radio_20200708.mp3

Processed on: 2020-07-08T20:40:06.929Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2020…07…496a_tony_martignetti_nonprofit_radio_20200708.mp3.336828048.json
Path to text: transcripts/2020/07/496a_tony_martignetti_nonprofit_radio_20200708.txt

[00:01:49.94] spk_0:
welcome to tony-martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host. This is a special episode of non profit radio to help you be the change around racism and white privilege. You’re dismantling racism, journey, picking up from our last special episode, starting with your people, your culture and your leadership. How do you identify talk about and begin to break down inequitable structures in your non profit? My guest is pretty sheesha. Founder and CEO at Flourish Talent Management Solutions were sponsored by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com by Cougar Mountain Software Denali Fund. Is there complete accounting solution made for non profits tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial and by turned to communications, PR and content for non profits, Your story is their mission. Turn hyphen two dot studio. It’s a real pleasure to work. Um, welcome. I’m not working. I’m welcoming. I’m welcoming pretty sheesha. She’s an HR strategist and thought leader with 25 years experience in all aspects of talent management. She’s making her face when I say 25 years, Human resource is equity and inclusion and organizational development in the non profit and for profit arenas. She’s founder and CEO of Flourish Talent Management Solutions. The company is at flourish. Tms dot com Prodigy, Welcome to the show.

[00:02:01.84] spk_1:
Thank you so much, tony. I appreciate me here.

[00:02:44.80] spk_0:
It’s a pleasure. Pleasure to have you. Um, and I’d like to jump right in your if you’re ready. Um, absolutely. You know, racism and white privilege most often look very benign on their face. I had a guest explain why use of the word professional in a job description is racist. I had a more recently, I had a guest explain how not listing a salary range in a job description was felt racist to them. So how do we begin to uncover what is inequitable and right under our noses yet not visible on its face?

[00:03:07.84] spk_1:
Yeah, you know it often it starts with listening. I mean, to state state a bit of the obvious. It really does serve listening. It’s understanding for organizations, it’s understanding where we are. Eso it’s listening to the voices that may not have been centered. We’ve become better as organizations and being responsive to staff. I hear that a lot kind of Hey, this is what my staff is telling me. This is what we need to do. But the question is, is, Are you responding to the voices that have possibly been marginalized? Likely that marginalized or oppressed in the past? General responsiveness is not the same as centering the voices that really need to be heard. So it’s first off just understanding where you are as an organization and listening to the people who may have experienced organization in a way that is different than you think.

[00:03:41.67] spk_0:
So when you say general responsiveness is not what not adequate, not what we’re looking for, what do you mean by that?

[00:03:50.11] spk_1:
So a lot of time, the voices that are saying, Hey, something’s wrong or we need to do this or we need to do that are not the voices of those that have been marginalized and oppressed. They tend to be maybe the loudest voices there, speaking maybe from a place of privilege, and that needs to be taken into account. So being responsive. For instance, if the I call it kind of the almond milk issue being responsive to a staff that says in addition to dairy milk for coffee this is back when we’re in fiscal offices. Um, we need almond milk, too. But the question is, is, Are we listening to the voices of those that weren’t able to consume the dairy milk? It’s not a perfect metaphor. It’s not a perfect analogy because that one ignores actual pain, and it just talks about preference. But are we listening to the voices of people that have been impressed who have who have been, who have heard the word professional or professionalism wielded against them as a pad as an obstacle in their path to success in their path to career advancement? Those are the voices that we need to listen to, not the ones who have a preference, for one thing or another.

[00:05:00.05] spk_0:
Okay, let’s be explicit about how we identify who who holds these voices. Who are these people?

[00:05:19.34] spk_1:
It’s people that have have come from. It’s particularly right now when we talk about anti black racism, we need to censure the voices of those from the black community, and that means those who have either maybe not joint, not just not joined our organization for particular reasons, but maybe they have not joined our board. Maybe they have not participated in our programs that maybe they haven’t had the chance to. So it’s really from an organizational perspective, think of it, is understanding what our current state is. So how does your organization move? People up, move people in, move people out. If if we don’t have the voices in the first place because maybe we’re not as welcoming as we should be, then what does the data tell us about who’s coming into our organization, who is leading our organization, who is able to move up into our organization, what our leadership looks like, what our board looks like? So at times the fact that there is an absence of voice is telling in and of itself, and our data needs to be able to explain what is going on so that data needs to be looked at as well.

[00:06:44.14] spk_0:
All right, so we need to very well, good chance we need to look outside our organization. You’re talking about people that we’ve turned down for bored, bored positions turned down for employment. Um, I’m not even going to say turned down for promotion because that would presume that there’s still that that presumes there still in the organization, but I’m talking about very likely going outside the organization. People who don’t work with us who aren’t volunteering ho aren’t supporting us in any way. But we’ve marginalized them with cast them out before they even had a chance to get in.

[00:06:47.88] spk_1:
Potentially. Yeah, have been actually, probably probably there is something that they have not found palatable or appealing about working with us or being a sensor or being off to your point of volunteer. So we need we need to look at why that’s happening.

[00:07:28.04] spk_0:
Okay, I’ve got it. I got to drill down even further. How are we going toe? Identify these people within. Within our organization as it is. How are we gonna figure out which people these are that we’ve marginalized these voices of color? Um, over the just like in the past five years. What have we if we’ve done this, how do we identify the people? We’ve done it too.

[00:08:44.48] spk_1:
Yeah, you know, it really is a complicated question. It will differ my organization, right? It differs by what your subsector is. How things slow within a subsector the size of the organization. A really good place to start is understanding who has turned us down. Why have people left? So take a look at exit interviews. Even if you’re not doing exit interviews. We know that there is not always a nature, our presence and a lot of our organizations. If there aren’t formal exit interviews first, well, it’s my time for those because we need to understand why people are leaving. But if if there isn’t a formally h your presence, what do we know about the circumstances under which someone left organization or said no to a job offer or said no to a board, position or volunteer? It’s also important to ask, expanding our definition of stakeholder groups, engaging with all of our stakeholder groups as as broadly defined, us possible. And with in those groups understanding, are we reaching out to a diverse audience to say, Why would you engage with us? Why would you not engage with us in any of those roles? So, yeah, it’s gonna be a little bit harder to understand the people who are not there because they’re not there. Okay.

[00:10:02.96] spk_0:
All right, so All right. Um, we go through this exercise and and we identify. We’ve identified a dozen people. They’re not. They’re not currently connected to us. And ah, maybe that they have had a bad experience with us. Yeah, they may have turned us down for employment because they got offered more money somewhere else that could that in itself could be that itself. Could be not something other than benign. Um, but let’s say they moved out of the state, you know, they were they were thinking about. So So in some cases, they may not have a bad have had a bad experience with us, but in but in lots of cases, they may have. They may have turned down that board position because they start the current composition of the board. And they didn’t feel they felt like, maybe being offered, you know, a token slot or whatever. Whatever it might be, I’m just I’m just suggesting that some of the some of the feelings toward the organization might not be negative, but some might very well be negative of these dozen people we’ve identified in all these different stakeholder potential stakeholder roles that that they could have had what do we reach out to them and say way? Get them to join a conversation with an organization that they may feel, uh, unwelcoming.

[00:10:10.53] spk_1:
Yeah, it’s a great question, and I think right now, especially we tread carefully. Weigh tried carefully, and we honor the fact that they, in fact, might be getting that same question from many other other organizations friends, colleagues, family members in which people want to understand something. What we’re seeking to do is not be educated on the overall picture of white privilege, weight supremacy, off dominant narrative and dominant culture that’s on us. That’s on all of us individually to understand that that is not the men that is not up to the member. It was a press society started to tell us that. Great. So what they What we want to understand is kind of What did you experience with our organization? What was the good? What was that? And first of all, do you even want to engage with us? Is this not a good time to do that? Because you’re already exhausted, I said to ah, calling recently, You know, we can’t even understand the reality of what it’s like to live the re it to live that reality. And for many to leave the charge right because they’re also showing leadership in the movement. So, Teoh, we can’t even understand what those layers of existence or like, So we think it’s treading very carefully. And should we have the ability to engage with someone because they have the space, the energy, the desire, then I think it’s understanding and asking kind of what’s going on for us. What? Where did you find us? Either Not a feeling or Where did you Why did you not want to work with us in whatever capacity we were asking? And it’s asking that question.

[00:11:40.34] spk_0:
Okay, well, that’s further down, right? I’m I’m just trying to get to, like, what’s the initial email invitation look like?

[00:11:46.71] spk_1:
It depends on the organization. Eventually organization. It depends on the relationship. I wouldn’t presume to give words to that, to be honest with you, because because I think it also depends on the person that you’re asking. I don’t want toe offer kind of a link. It was on December inadvertently token ice people by saying, Oh, of course, we’re gonna want toe engage with us. So I really think it’s dependent on the situation,

[00:12:10.64] spk_0:
okay, and and what do you inviting them to do with you? Have a conversation. Share your experience with us? Is it?

[00:13:12.23] spk_1:
Yes, essentially. I mean, that’s what it boils down to, but again, it really depends on where the organization is, right? So this is your data collection moment. This is information collection. Where else are you collecting information? What what else do you know? What other steps have you taken to begin that educational process? Because there’s there’s kind of a dual purpose here, right? Is understanding who we are in where we have contributed to search for a race of them, to pretend to a culture that does not support differing viewpoints, differing populations that is in some ways upholding white supremacy, or is completely holding, upholding white supremacy and its culture. There’s that general education of understanding all of that. And then there’s understanding what our organization’s role is right, so it’s both and eso. It’s really highly dependent upon. Where is the organization case? Warez You’ve talked. Teoh, the head of equity in the centre, describes a cycle that is brilliant around awake to woke to work. Where are you in that cycle? Are you? Where are you on a where you in vain? Pluralistic, Where you and being inclusive. All of those things depend on what you’ll ask and how you’ll reach out. And if you even should reach out there, maybe work that is to be done internally before that reach out can happen again. Just being considerate and sensitive of those who are willing to start, you

[00:13:46.24] spk_0:
know? Yeah. Okay. Was our guest for the last most recent special episode on this exact same subject. Thank you.

[00:13:53.53] spk_1:
Yet the organization is doing, and it has been since its inception, has been doing incredible work. A is leading that work on dhe. Both her warrants always contain wisdom, and the products that they’ve put out are extraordinary.

[00:14:25.14] spk_0:
How about in your work? Are you facilitating the kinds of conversations in your practice that you and I are talking about right now? Do you bring these outside folks in Sometimes too. Teoh have these conversations

[00:14:27.53] spk_1:
sometimes? Yes. Sometimes again, being highly respectful of if they didn’t want to engage with us, Do they even want to talk to us right now? My work really is around having an organization understand where it is right now. So what is its current state. What is the desire in future state? Right, So we know that we want to be a racially inclusive, racially equitable organization. Likely that’s already been defined. But what does that mean for us is an organization if it means solely in numbers piece rate, like we want to be more divorces aboard. Okay, that’s fine. But beyond that, how we make ourselves have a board culture that is appealing to those people that we want to bring in to work with us. So it’s kind of defining with current state and understanding current state to finding future state and then developing the strategy to get there.

[00:15:44.34] spk_0:
OK, now you and I were talking about you said you were still data gathering. So we’re still defining the current culture as it exists. Right? Okay. Okay. And your work, you You centered around people, culture and leadership. Can we focus on leadership? I feel like everything trickles down from there. Very chill. No, I don’t know. Are we okay? Are you okay? Starting with a leadership conversation or you’d rather start somewhere else?

[00:15:51.24] spk_1:
No, we can We can start that. Fine.

[00:16:04.54] spk_0:
Okay. Um So what? What is it? We’re looking for leaders of our listeners of small and mid sized nonprofits to to commit you.

[00:16:10.34] spk_1:
I think it’s first of all committing to their own learning and and not relying on communities of color to provide that learning right again, going back to what we said earlier. It’s not relying on those who have been harmed or a present to provide. The learning is the first of all. It’s an individual attorney. That’s a given. Okay,

[00:17:09.24] spk_0:
I like toe things like people. I like action steps. So we’re talking about our individual journey, our own learning. I mean, I’ve been doing some of this recently by watching YouTube watching folks on YouTube. Of course, now, right now, I can’t remember names of people, but no Eddie Glaude eso Eddie Glaude is a commentator on MSNBC. He’s just written just released this last week. Ah, biography. I am not so much a biography of James Baldwin, but but an explanation of Baldwin’s journey around racism. Um, so that’s one example of, you know who have been listening to. So we’re talking about educating the learning from thought leaders around yeah, revealed structures with reading books, listening to podcasts

[00:17:44.20] spk_1:
absolutely around its around structures. But it’s also understanding things that we do all the time and organizations and how I, as a leader, might eventually those right. So it’s sometimes the use of language to your point about the use of the word professional language tends to create our realities so another language will build a bridge or not. So how do we use our language? How do we use our descriptors? How do I show up as a leader in my own kind of inclusion or not? So I think it is absolutely that it is looking at thought leaders around things like structural racism around the use of language around people’s individual experiences to get that insight and depth. Because it’s not just a kn intellectual exercise. This is emotional to and therefore has to have emotional residents.

[00:18:47.24] spk_0:
Okay, thank you for letting me dive deeper into a personal your own personal journey, your own personal education, fact finding and and introspection. You’re talking about something, you know. And it zzz No, no revelation. This is It’s difficult of It’s painful. You know, you you’re very likely uncovering how you offended someone. Uh uh How you offended? Ah, group. Um, if you were speaking in public and something comes to mind or how you offended someone in meetings or, you know, multiplied, I don’t know how many times I mean, this introspection is likely painful.

[00:18:50.74] spk_1:
Likely? Likely. Yeah, more often. More often than not, I can’t. I can’t really envision it. Not at some level. They painful,

[00:19:08.88] spk_0:
but you’ve caused pain. You know that there’s a recognition there. Yeah, painful for you. But let’s consider the pain of person or the group that you, uh I don’t know, offended, stereotyped. I mean, put off whatever it is you’re

[00:19:31.28] spk_1:
that’s right. And that that’s why the work. As much as I know, you know, just some degree, people want this to be work that could be kind of project managed, if you will. Or it could be put into a process or a series of best practices arrangements to some degree, not very much, but to some degree, yes, absolutely. The sum of a little bit of that can happen. But that in and of itself is a bit of the dominant narrative, right. That, and of itself, is kind of at that centering white culture. So I think What we need to understand is this is not just going to be again, Teoh. Sorry to be redundant, but it’s not just gonna be intellectual. The fact that pain has been caused dictates that this be emotionally owned as well. It can’t be on life. It can’t be just intellectually owned with a project plan that I keep over here on a chalkboard or something like that.

[00:20:18.34] spk_0:
Emotionally owned. Yeah. Thank you. All right. Um, all right. So I made you die aggressive. Deeper. What else Rails you want toe? Tell us about leadership’s commitment on dhe. The importance of leadership. Commitment?

[00:22:22.54] spk_1:
Yes. So? So it needs to be explicit. It needs to be authentic. It needs to be baked into the leadership. Whatever leadership structure of the organisation has, it needs to be an ongoing piece of that leadership. So it’s not a Hey, let’s touch face on our quote inclusion initiative. If it’s an initiative, first of all, that’s not really doing the work. And he went, but it’s not something that lives separately from ourselves. Let’s have HR kind of check in on this or let’s have the operations person checking on this, but that’s not what this is about. It’s really it’s authentically being owned by leadership to say, Yeah, I know it’s gonna be painful. And in looking at our organization, we’re gonna need to understand why our leadership is remarkably homogeneous, which, in the case of many nonprofits, it is. If you take a look at building movement project and the unbelievably great work that they’ve done twice now, they just put out an update to their leadership, work around how people moves in sector or don’t and how people, communities of color and people of color are represented in our leadership. We can begin to understand that by and large, they’re they’re not on the why. That is a no oversimplification in some way. So I would encourage people to go to building movement projects, went site and check out their work. But you know what? Why are we so homogeneous? Why is there a board so homogeneous? It’s It’s also unpacking and uncovering that. So, to your point earlier about you know how we look at people and how they move through the organization. This is where you look at who is press right? Not just who’s not with us, but who is with us? How do people get promoted? How does that system work? Just any. It does everyone have the same information? Is it a case of unwritten rules? Is it a case of some people move up because they’re similar? Or they have have 10 years of experience, which is something that we like to say. How do you get 10 years of experience if you have not been given those chances to begin with? So is there life experience that weaken that we can begin to integrate in our conversations, these life experiences equally valuable are we putting too much of a premium on higher education, education and its formal kind of traditional form. Are we putting too much of, ah, of an emphasis on pedigree of other kinds of those? Those are the things that ultimately keep people out. So taking a look at leadership and having leadership commitment ultimately means looking at all of those things. There’s an overlap and how we look at leadership or people and or your organizational culture.

[00:23:01.74] spk_0:
Yeah, of course, this is a it’s a continuum or

[00:23:04.18] spk_1:
absolutely, absolutely, and the areas bleed into each other.

[00:23:25.68] spk_0:
Yeah, of course, yeah, um, you know, I subsumed in all this. I guess it’s OK for leaders to say I don’t know where the where the journey is going. I don’t know what we’re going to uncover, but I’m committed to having this journey and leading it and right, I mean supporting it. But I don’t know what we’re gonna find.

[00:23:32.52] spk_1:
Right, Right? Right. And that, in and of itself can be uncomfortable for a lot of people. And that’s the That’s the kind of discomfort we need to get okay with.

[00:24:03.54] spk_0:
Yeah, all right. Yeah. No, I had I had a guest explain that this is not as you were alluding to, uh, is not the kind of thing that we’re gonna have a weekly meeting and will be these outcomes at the end of every meeting. Then we have this list of activities and you know, the you know, it’s how come it’s not like that. How come we can’t do it like that? Yeah, because

[00:24:07.08] spk_1:
we’re dealing with hundreds and hundreds of years of history, and it’s because we haven’t been inclusive in the ways that we do things and we haven’t allowed whole Selves to show up that it is, um, it’s It’s complicated and it’s messy because it’s human.

[00:24:21.44] spk_0:
All right, so it’s not gonna be, is simple. Is our budget meetings

[00:24:28.54] spk_1:
right? Absolutely kind of hard.

[00:24:29.50] spk_0:
All right, we’re gonna have an outcome it every every juncture at every step or every week or every month. Yeah,

[00:24:35.03] spk_1:
that’s right. That’s right. And if we expect it to go that way, we are likely going to give ourselves excuses not to press on.

[00:24:44.44] spk_0:
All right, so that’s what it’s not. What what does it look like?

[00:26:08.14] spk_1:
So it absolutely looks different for every organisation. It absolutely looks different for over organization. And that’s why it’s so critical to understand, kind of. Where are we right now? Where are we? As for us, all of the components of our organization, Right? So, Roland again, Volunteer’s board staff culture, You said, you know, we were talking about people, organization and leadership, which is obviously a lot of my work. It is getting underneath all of those kinds of things to say. So who experiences our culture? How eso we do engagement surveys, right? A lot of times we do engagement employee surveys, that kind of thing. Are we looking at those dis Agra and adjust aggregated way. Are we asking different populations to identify themselves? And are we looking at what the experiences are by population? Are we asking explicit questions around whether or not you feel like you can be yourself in this organization? Whether you can provide defending opinions whether you feel comfortable approaching your boss will be back whether you feel comfortable volunteering for particular work, whether you feel like you understand what a promotion or performance management processes, whether you get you the support that you need or to what extent you get support that you need either from colleagues bus leadership, etcetera. So it’s looking at all of those things and then understanding all of a being experienced differently by different communities within our organization.

[00:26:14.24] spk_0:
You mentioned dis aggregating. That’s where the data is not helpful, right?

[00:26:20.02] spk_1:
That is where we look at the data in terms of populations.

[00:26:28.43] spk_0:
00 Aggregate. Of course, aggregating You’re stuck with a lackluster host now, of course. Yes, aggregate

[00:26:32.47] spk_1:
early in the week.

[00:26:48.84] spk_0:
Thank you. You couldn’t say early in the day. But thank you for being gracious. Okay? Yes, we we we want Teoh disaggregate. Of course um, and look by population and I guess, cut a different way. I mean, depending on the size of the organization, um, age race, uh,

[00:27:38.81] spk_1:
raises ethnicity of physical ability, orientation. All of those need to be in the mix gender as well, including gender fluidity. So really looking at all of our populations and then understanding, you know, for these particular questions, is there a difference and how people experience or organization we we know Then what we do know is that if there is a difference that there is a difference, we don’t know that there is cause ality unless there unless you’ve asked questions that might begin to illuminate that right. But there’s there’s always that difference between correlation and cause ality. And then what you want to do is get underneath that to understand why the experience might be different and why it might change along lines of gender or race or ethnicity or orientation or physical ability.

[00:27:45.14] spk_0:
Way wandered, you know, But that’s that’s fine.

[00:27:49.50] spk_1:
People in organizations are

[00:27:57.94] spk_0:
people, culture and leadership all coming together. Where where do you want to go? I mean, I would like to talk about people, culture and leadership What’s a good? It’s a good next one.

[00:28:42.74] spk_1:
Yes, well, so so this is what you’re doing, right? Is your collecting information and all of those three areas right and want it. So a couple of things that I would add to that is, when you look at people, you’re looking at their experiences. When you look at leadership, you’re looking at commitment, makeup, structure, access, all of those kinds of things. When you’re looking at culture, you’re looking at how people experience the culture, right? And so what? What is happening? What’s not happening? What state it out loud? What’s not stated out loud. What are the unwritten rules? There is also the peace are that that forms all of these things, which is operational systems, right? So things like performance management, things like where people may sit back when we were in physical offices at having access to technology. All of those kinds of things particularly important now that we’re not in physical offices. So just everyone have access to the technology and information necessary to do their job to do their jobs to do their work. So it is looking also at your operational side and saying How do we live our operational life? How do how two people experience it? Who do we engage with to provide service is for operations. How do we provide the service is, if you will, for lack of better term to our employees. So it’s also looking at that because operations ultimately permeates organizational culture, people and leadership, right, because it kind of sustains all of that. So taking a look at that, too, and finally, I would suggest again, as part of this and as a wraparound, is what is the internal external alignment, right? So I often hear people say, Hey, you know what? This is the subsector we work in people with think that we’re really equitable, but internally, we are living a different life than what we’re putting out to our stakeholders in our constituencies externally. So what is what is our external life, and how does that need to inform our internal world? It’s not unusual for me to hear that the external life, the way we engage with stakeholders or the way we put out program programmatic work is actually may be further along. To the extent that this is considered to be a continuum. It’s further along than the way that we’re living our life internally.

[00:30:19.33] spk_0:
Dishonesty there this disconnected It

[00:30:24.39] spk_1:
is a disconnect for sure. And possibly yes, dishonesty and hip hop made even hypocrisy.

[00:30:35.76] spk_0:
Yeah, All right, but again. All right, so that now we’re looking like this is organizational introspection. There’s individual learning and introspection. Now we’re at the organizational level, right? Being honest with our with our culture and our messaging.

[00:31:13.64] spk_1:
Right? Right. And so what I tried to dio is to help organizations kind of look at those things and decide how we might have all given the future that we’ve set our sights on and given some of the principles that we’ve laid out, how do we kind of get there? How do we How do we have all of our systems had a way of all of our people practices? How do we have all of our culture? So hence the need to look at all of these things that centered around people, culture and leadership. What about

[00:31:33.64] spk_0:
the use of a professional? A facilitator? Because, Well, first of all, there’s a body of expertise that someone like you brings, uh, but also help with these difficult conversations. Talk about the value of having an Anek Spurt facilitator.

[00:32:22.73] spk_1:
Yeah, absolutely So So you know, I think I think there’s always a level of objectivity and kind of in inside Look by an outsider that you that you benefit from. We go to experts for everything from you know or health to the extent that we have access to those experts, which is a whole different conversation on race and oppression. We we want external voice. What I would say is it’s a likely not going to be the same expert or the same facilitator. And I say expert in quotes for everything. So, for instance, I am not the voice to be centered on educating an organization around structural racism. I don’t think on the right voice to be centered. I would rather send your voices like those at, um at race forward at equity in the centre at those who have lived the results of 400 years of oppression. So you might want to call in someone for that discussion for that education. There are people that are better and more steeped in that and whose voices should absolutely be centered for that. You might want to call in a voice for White I’ll ally ship because there is some specifics around that that we need to talk about without kind of centering white races.

[00:32:53.93] spk_0:
I’m sorry, White ally ship. Yeah. What is that? So

[00:34:04.64] spk_1:
if we think about the or the organization right and are kind of culture and are people who who won staff sees themselves as an ally and how can they be good? How come Apple boy people be good allies, right? And how do how do we further and embed that in the culture on dhe? Then finally, So keeping that in mind that there are gonna be different experts or different facilitators for different things, you know who was going to be the person in my case, this actually might be May is to help us evolve our culture and our systems so that we can be more equitable and take a look at that. Who’s gonna provide the training because their skills necessary rightto have these conversations. There are foundational communication skills. There is the ability to give feedback. There is the ability to communicate across cultures across genders across across groups. There, his ability to be collaborative. So So also strengthening those skills while we continue to look at those things. But to think that all of this help is going to come from one source is not ideal and likely it’s even inappropriate because everyone can’t be everything. I don’t try to be the voices that I can’t be. It’s inappropriate for me to do that.

[00:34:18.84] spk_0:
What? Um, what else do you want? Oh, what do you want to talk about? Given the level where that we’re at, we’re trying to help small and midsize nonprofits inaugurate a journey around racism and white privilege.

[00:34:33.95] spk_1:
Yeah, E Look, first of all, I hear a lot of organizations say, like, what is the access point? Like, What do I get started doing? We put out a statement. Um, in some cases, we are experiencing some dissonance between the statement that we put out or the problematic work that we dio and the way that we’re living internally. So it is really understanding. Kind of. Where are we now? Through all of the ways that we’ve been talking about over the last several minutes, where we now what is it that we’re not doing that we should be doing? What is it that we need to be doing? How do we define for us if we have an equitable culture? If we’re living racial equity, what does that look like for us? Um, how does that affect our programmatic work? How does that affect our operations? Everything from our finances to our people processes to when we’re back in an office, even our physical set up. How how does that affect us? And how would we define that future state? So it’s understanding what is my current state? What is my future state and then understanding how we get there and it’s likely gonna be a long all of the areas that we said right? So individual journeys, some group and individual skill building some evolution of our systems and some understanding of kind of how we can support each other and support ourselves for those that are that affiliate with a particular group, Um and then kind of moving us along to that place of where we want to be. So it is. It is understanding where you are at that determines what your access point iss. But I would say if you if you have done the work of putting out the statement, then there. Then look for look for where you’re not living that statement internally.

[00:36:26.93] spk_0:
That sounds like a very good place to yeah, to start your search for for an access point because it’s so recent. Your organization’s probably said something in the past 56 weeks, absolutely close. Are you hearing to that to that statement?

[00:36:46.33] spk_1:
Exactly. And and we are incredibly, I would say important the use of the term, but almost fortunate that so many thought leaders have been kind and generous enough to share with us their thoughts on this moment. So not just within the sector, but all the way across our society. So many people have taken the time and the patients and the generosity amidst everything else that they’re living through. They have agreed to share their thoughts, their leadership, their expertise with us. So there is a ton of knowledge out there right at our fingertips, and that’s a that’s another really great place to start and says center the voices that most need to be heard

[00:37:18.87] spk_0:
at the same time. You know, we are seeing beginnings of change institutions from Princeton University to the state of Mississippi,

[00:37:40.47] spk_1:
right? Absolutely. Teoh. Hopefully, you know, the unnamed Washington football team. And to not far and places where we I didn’t know that change necessarily was possible. But we we are seeing change. And the important thing is is to not be complacent about that change,

[00:38:44.72] spk_0:
right? And not and also recognize, that it’s just a beginning, you know, removing Confederate statues, um, the room taking old glory off the Mississippi flag. These are just beginnings, but but I think worth worth noting, and they worth recognizing and celebrating because the state of Mississippi is a big institution and it’s been wrestling with this for I don’t know if they’ve been wrestling for centuries, but that flag has been there for that. Just out long 18. Some things, I think, is when that flag was developed. So it’s been a long it’s been a long time coming. So, recognizing it for what it is celebrating it, you know, to the extent that yeah, to the extent it represents the change getting up the beginning of change. All right. Um, well, you know, for teaching What else? What else? What else do you want to share with folks at this. You know, at this stage,

[00:39:19.56] spk_1:
you know, I think I think the main thing is, um didn’t dig it. We need to dig in on this. We need to dig in on this because in the same way that we have been living this society really societally for so long. Or organizations many times are microcosms of society. So if we think as an organization were exempt or that were already there, we’ve arrived at a post racial culture. That’s not the case. That’s just not the case. So where do you want to get it? Where do you want it again? Chances are good. You are doing some version of looking at issues within your organization, whether it’s your annual survey, if you do it annually, or whatever in which you can use that information to begin this journey so diggin from where you are. It’s one of those things that if you’re waiting, if you’re reading for kind of the exact right time or further analysis to begin the journey again, it’s not. It’s not based solely on analysis. There is a P. There is certainly information. There’s data that needs to be understood. But if We’re waiting for endless analysis Toe happen or Teoh kind of point us to the right time. That’s not going to happen. The intellectualism needs to be there. But again, as we said in the path as we said a few times during the course for conversation, this is about emotional residents in an emotional ownership and a moral obligation. So diggin, diggin wherever you are right now.

[00:40:46.20] spk_0:
What if I’m trying within my organization and I’m not the leader, not even second or third tier management or something, you know, How do I elevate the conversation? Uh, I presume it helps to have allies. What if What if I’m meeting a resistance from the people who are really in leadership?

[00:41:16.68] spk_1:
I think Look for the places where the remains, not the resistance, Right? So look within the organization. If there is resistance at a particular level, then you know who do you have access to in the organization where there isn’t that? I think I think starting out not assuming that you have solutions. If you have expertise in this area, if you have lived through the oppression as a member of a community that has lived through the impression, particularly the black community. I think you’re coming from one place if you are. If you are not in that community and saying that you have expertise, I think you have to be a little bit more circumspect about that and introspective about what you can offer in this vein on. And I think I think we want to look for the places where there is some traction. I think in most organizations it’s not unusual to be getting the question right now.

[00:41:50.41] spk_0:
And what is the I don’t want to call it outcome. What’s what look in the future look like for our organization? If we do embark on this long journey?

[00:42:02.14] spk_1:
Yeah, cultures that are equitable, in which people can show up as their whole Selves, in which there is not only one wrote right way to do things, which tends to be a very kind of white, dominant, Western culture, linear, sequential way of of managing work, of managing communications, et cetera, but that in fact, work can be a purged in a number of different ways, and that solutions can be approached in a number of different ways. People get to show up and give their all to these missions that we all feel very Narron dear. And so they are able, they’re empowered. They are able they are celebrated without sticking to a set of preconceived guidelines or preconceived, unwritten or written rules that don’t serve us anymore. Anyway,

[00:42:59.20] spk_0:
When you started to answer that, I saw your face. Lighten up. He your You know, it was a smile. It just looks like you’re faced untended. Not that you’re nervous. You’re facing hard to answer the where we could be.

[00:43:03.60] spk_1:
Who doesn’t like to imagine that future?

[00:43:09.30] spk_0:
Yeah, it was It was palpable. All right. Are you comfortable leaving it

[00:43:12.77] spk_1:
there? I think so. I think that what if we not covered that we need to cover for your listeners?

[00:43:18.70] spk_0:
Your know that better than I a place there at getting started.

[00:43:24.11] spk_1:
That’s fair. Look, you know what this is? This is the future that is written with many voices. And and while I think I can be helpful, I don’t presume to be the voice that has all the answers. I definitively don’t. I definitively don’t. And so what we have not covered is actually probably not known to me. But I dare say someone. Someone out there doesn’t know that. And they will likely be putting their voice up, which is exactly what we want.

[00:43:50.07] spk_0:
Yes, we will be bringing other voices as well. All right.

[00:43:53.06] spk_1:
No doubt. Yeah.

[00:43:54.31] spk_0:
Petition Shaw. She’s founder and CEO of Flourished Talent Management Solutions. And the company is at flourish tms dot com Petitti. Thank you so much. Thank you very, very much,

[00:44:13.89] spk_1:
tony. Thank you. Thank you for opening up this space and having the conversation. Ah,

[00:45:04.76] spk_0:
pleasure. It’s a responsibility and, uh, happy toe. Live up to it. Try trying. Were sponsored by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com My Cougar Mountain software, The Nolly Fund Is there complete accounting solution made for non profits tony-dot-M.A.-slash-Pursuant her mountain for a free 60 day trial. And by turned to communications, PR and content for non profits. Your story is their mission. Turn hyphen two dot ceo. Our creative producer was glad Meyer, huh? Shows social media is by Susan Chavez. Mark Silverman is our web guide. This music is by Scots. Many thanks to Susan and Mark for helping you get this special episode out quickly with me next time this week for non profit radio, big non profit ideas for the other 95% go out and be great