All posts by Tony Martignetti

Nonprofit Radio, February 22, 2013: Donor Retention & More Maria Sites

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Jay Love
Jay Love
Jay Love: Donor Retention

Jay Love is CEO of Bloomerang. We’ll talk about holding on to the donors you’ve got, because it’s much cheaper and easier to keep a donor than to replace one. He’s got strategies to help you.

 

 

Maria Semple
Maria Semple: More Maria Sites

Maria Semple, our prospect research contributor and The Prospect Finder, keeps up her reputation as doyenne of dirt cheap and free. This month she’ll review DonorSearch and ListSelect.

 
 


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No. Hello and welcome to big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio i’m your aptly named host it’s february twenty second. Oh, i very much hope that you were with me last week. I’d be aghast to hear that you had missed some raise money while some raise hell. I talked about women in philanthropy, with marshals to panic. She was founding editor in chief of contribute magazine and is the new media adviser to the new york university heimans center for philanthropy. We talked about limbaugh and koman leadership roles, traditional giving and how women organized themselves also, pinterest and slideshare amy sample ward returned she’s, our social media contributor and membership director of the non-profit technology network, and ten she shared how small and midsize non-profits khun reap definite value from these lesser known social sites. This week dahna retention j love is ceo of bloomerang we’ll talk about holding on to donors you’ve got because it’s much cheaper and easier to keep a donor than to replace one j has strategies for you. Also more maria sites maria simple, our prospect research contributor and the prospect finder keeps up her reputation. As doi n of dirt cheap and free this munch this month, she’ll review donorsearch and list select between the guests on tony’s take two the irs publishes a list of charities that have lost tax exempt status each month, and in march, that list will be longer than it has been other months, and i’ll explain now i’m very pleased to welcome j love he’s, the ceo and co founder of bloomerang and senior vice president of avectra both companies serve the non-profit sector only with tools for fund-raising and communications. He was senior vice president of the arts and culture division at blackbaud. Before that, he was ceo and co founder of e tapestry jay’s, a member of the national board of the association of fund-raising professionals. And i’m very glad that his work brings him to the show. J love, welcome hey, thank you very much, tony it’s, good to be here this morning. It’s a pleasure to have you dahna retention. Jay, why is this important? Well, because it’s it’s continued to fall. The main source of the data that i’ve been referring to so often in the last year has been from the fund-raising effectiveness. Project, otherwise known as f d p that was a combined effort of the urban institute and the association of fund-raising professionals, and they’ve been doing this for the last five or six years and it’s the first time that data of this nature has come directly from the donor databases, so that they’re the charities that have the software that’s in used by the various vendors there now sharing the summary data and being able to tell from that summary data exactly what’s happening and retention of donors from one year to the next. And what it’s quite scary, and that that retention rate has dropped from the low fifties now to forty one percent in the most recent survey. Has it been dropping consistently through the five or six years that you’ve had this pair with a year or two that had held pretty steady? But overall, it’s dropped about ten or eleven percent since the time that the study has been an active let’s just reassure any charities that might be using software. You would certainly know if your data was going to be included, right? And it would have been anonymous ized and aggregated absolutely ill. It is summary, data and it’s part of the licensing with the vendors the very nice part about that is not only does it provide information that people can use, but many of the software vendors are allowing you to compare your results to the aggregate results. So you have a very good idea of how you’re comparing against the national average and like i said, let’s hope that your individual charity is doing better than losing six out of every ten donors from one year to the next because, you know, losing nearly sixty percent is a pretty scary proposition. It means that you have to be on a constant treadmill, bringing in a brand new first year donors and the retention rate for the first year donors is even worse in most cases that’s down in the twenties or thirties as far as three tension for those individuals and the next thing i was going to ask, what you just aren’t used answered it so thie retention rates are falling, which means attrition rates are rising and we’re now at fifty nine percent. We’re now fifty nine percent in the most recent study there and like i said it’s a trend we’ve got to turn around because, as we all know, just like the commercial world, existing customers or existing donors in this case are much easier to keep than bringing in brand new ones because the retention rate is at least a little bit hyre for those folks that have already been with you, do we know about how much this costs, how much it costs to acquire a new donor versus those organizations? Do you know that most people know that the cost to acquire a new donor is usually more than the money is received from that donor in the first year? You don’t get tau ah break even status until the second year in most cases and of course, there’s considerable time involved acquiring new donors versus thanking and keeping retaining existing donors. Yeah, and and there’s some basic things, tony, that people can dio, you know, one of things that we tried, teo, allow software packages to help people to realise is if a brand new donors in and it happens to be above the average doner level that you have, that might be a situation instead of sending out that tired old thank you letter that you might want to pick up the phone and call that person and thank them directly and get to know them a little bit, or try to set up that face to face meeting or get them to come take it to review facility or something, because if there’s a telephone contact the retention rate, doubles or triples and we’re going to get to a bunch of those factors that we know influence, retention. But jay, you’re your background is technology tapestry blackbaud now bloomerang and avectra is this strictly a technology problem or there’s a there’s a big donor? I mean, sorry, there’s a big personal factor to these to these relationships as well, very much so i don’t a relationship there is no different than any sort of a personal relationship, a friendship, and i know in some large organizations there those donors are people that you’re only meet via electronic communications or written communications in some way, shape or form. But even that, as we all know, if you had a pen pal, back when you were in high school, there were ways of building that relationship and taking it to the next. Level, even if it was only through written communications so that you can, you know, have that person on the other end of the receiving and feel like they’re more than just a specific there. There there actually are a person that’s connected to your organization into your mission and their money’s air going tio achieve something different than what they could’t someplace else with those dollars. But as well, technology has a role too. Oh, very much so it’s. Like so many things in life just being able to know what your retention rate iss tends to improve it. You know, i think of the old andrew carnegie story of going into one of this steel mill plants and asking the worker on the line how many of that particular widget or whatever that they made for the day and he took a piece of chalk and wrote it down on the floor and said, you know, twenty one and that was how money this guy did. A shift with the afternoon shift came in it too. Well, what’s that number on the floor, they so well, the big guy was here and they wrote down what they did. Well, that shift, they cross it off, and instead of twenty one, there was twenty five and this went on for weeks, until it was up over fifty, uh, to do that, and it was all because someone was noticing and actually saying, this is the number that we’re shooting for, that we’re trying to surpass, and then not long after that carnegie ah, lock down the steel mill on dh kept all the workers out, but that’s a different story, isn’t it that i was kind of humility at least started a foundation, right? Yes, he didn’t gave lot libraries and pools and lots of public spaces in the in the pittsburgh area, but it was a bit of a baronet. I want that to be any sort of ah, witness are a praise for their for his business practices. I heard quite cruel things came out of that i went to i went to carnegie mellon university, so i’ve heard those stories oh, very much so that haven’t. Yes, all right, so this is quite startling mean, we’re on ly retaining let’s round use round Numbers 16:40 were only retaining forty percent of our donors you’re get, i’m sure, you’re comfortable with the representativeness of the sample that this data is from, you know, just to give you a bit of an idea that this is based upon data coming for about thirty, two hundred charities that in the most recent time period raised just over two billion dollars and fund-raising dollars so it’s, you know, it’s it’s, a small percentage of the total of fund-raising world, but it is a very statistically relevant sample that’s being taken from that group. Now this is primarily focused, i think, what makes gives us so many legs, too it’s primarily focused on the small and medium sized non-profit there’s a few larger ones in there, but the vast majority of the non-profits that are in this represented sample are raising less than ten million dollars per year and most of our below five million. Okay, well and that’s the audience for this show, small and midsize charities jay, we’re going to take a break, and when we come back, you and i will talk a lot about some these factors that we know influence, retention and what charity’s khun due to increase their retention rate and i know you’ll stay. With us j and i hope everybody else does, too. Talking alternative radio twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? Hi, i’m ricky keck, holistic nutrition and wellness consultant. If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s, six for six to eight, five, eight five eight eight initiate change and transform your life. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s, the hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to big non-profit ideas for the other ninety five percent. J love is ceo and co founder of bloomerang and we’re talking about donorsearch retention this segment, j we know that there are a bunch of factors that either positively or negatively impact retention and there’s a lot of lessons that i think donors khun takeaway, i’m sorry charities khun takeaway from these factors, why don’t we? Why don’t we get started with actually some of them know that that, um charities don’t have a direct influence over, like, like the person’s giving, all right on recency. You know, i can’t break these factors into three categories, tony one based upon financial one based upon activities, and then a third one based upon communications. Okay. And if we take a look at the first one there, as you were alluding to is the financial aspect of it, there are certain things that you can tell that are moving that engagement level or that engagement needle up or down such things is have they made a donation in the last twelve months? Was that donation higher or lower than their previous wanted? They upgraded today downgrade did they make? Multiple donations did they did they support multiple causes or multiple funds within your organization so that they’re, you know, involved in in different ways? Are they doing something in the way of pledging or in a recurring gift mode? We know that someone that has signed a pledge card or that’s giving in a pledging our recurring basis, it’s much more likely to be retained from year to year to year than someone that is not did they come in knowing that they were giving to organization rather than supporting a runner in a race or something of that nature? Some those air, all factors that i think from the financial standpoint can move that needle upper down accordingly. Okay, now charities can have an influence and some of these for instance, you you mentioned earlier if, uh, if an office sees that a new donors gift is above the average, they should you’re suggesting reply with an above average acknowledgement and thank you exactly, you know, do something outside of the ordinary whether it’s pick up the phone, calling them, trying to get a meeting, or maybe a hand written note or a handwritten t s several of the boards that i serve on the first part of the board meeting that we do, each one of us writes out ten handwritten notes during the course of the board meeting to a donor that’s an above average first time donor-centric come in and take a tour of the facility, and you’re doing that in every board meeting you take time begin before every boy, every single board meeting there’s the i’m on the board of the local food bank here in indiana, on the larger food banks, and we have a, you know, sixty eight board meetings a year, and that is part of every board meeting i don’t suppose you’re in bloomington, indiana, with the company named bloomerang are you? Well, we’re actually in indianapolis, indiana way should meet sometime because i’m in indiana very often. Oh, wow, i didn’t realize that’s indianapolis in in carmel, i’m there there quite often. Um, good. So there are other things now you mentioned recurring donations that’s a very positive factor and you’re more likely to retain that donor than then someone who doesn’t do a recurring donation. So how can a charity go out of its way, then to think that recurring versus non recurring donor? Well, i don’t think it’s much as much thanking them in that situation, tony, is it isthe trying to see if you can talk somebody or ah, have them be interested in doing a recurring gift or pledge, letting them know that at the time of making their transaction would be nice to be able to support that critical part of our mission on ongoing time periods, so that if you set that up to do that it’s much more, ah, widely used around the rest the world in the united states, of being able to automatically deduct from a checking account or from a savings account, or even a credit card on a recurring basis. So instead of making let’s, say, a one time gift of, uh, two hundred forty dollars, maybe having twenty dollars, per month taken out with no stop date there, that becomes a way of really having long term retention for that individual, so that may be worth looking into for charities that are not offering that. And if you if you want a lot more information on that. My other podcast, which is for the chronicle of philanthropy fund-raising fundamentals look back in the archive of that, you’ll find it on the final on itunes. You also find it on the chronicle of philanthropy website, and i had a guest there named mark, and they are see help ert h e l p arty, and he was an expert in e commerce and talked about online giving and recurring giving and how to set that up so you might look back at that fund-raising fundamentals podcast if you want more detail on how to inaugurate a recurring giving program the way the way j love is explaining, would you like to look at a couple of the other factors here? The activities in the communication once tony well, give me a chance now, jay, don’t don’t take over the show, we’re going to get there, you know the answer, it’s just for that know the answers a quick no, you’re you’re off, we’re i’m goingto have eleven minutes of dead air time now. I had planned to be with you, but i’m voting you off now. Of course. Yes, of course we’re going to talk about activities and communications. All right. What do you have? Under what? Do you have under activities? Well, let’s think about all the different activities that you can track that would be involved with especially and you mentioned with some of your previous broadcast some of the social media, but whether or not someone attends an event or whether they attend multiple events, have they taken a tour of the facility? Uh, those were times of thanks that that happened, but the one night that i think really growing in popularity is all the activities that surround the social media have they posted on your facebook wall, they become a friend? Do they say something about your non-profit with a particular hashtag and a tweet or on facebook or in a linkedin profile for that? Are they? Are they active in some way of promoting your non-profit to do that? And i often think about in the days before their non-profits new tohave like facebook pages and stuff like that, we’re, uh, a very active volunteer. I think it was the american cancer site or something like that turn around found out that there was somebody that already had twenty thousand, you know, people following them are liking them and facebook and they were able to help them bring that facebook page over to there usage. But all those factors, if you can follow those and there’s ways of very easily electronically doing that technology has taken us to a whole new levels where you can be aware of those factors. And it can actually become part of your sierra mere database, knowing that someone has said something about you and giving that a particular value and their engagement level. Now, see, r e m. Of course. We have talked about this on the show, but i want to caution you about george in jail, which i have on the show. See? R e m. I just explained cr m in case listeners may not know. Okay. That’s, constituent relationship management durney aram it’s it’s. A fancy name for a donor database. Okay. And we have had guests on talking about c r m but i like to keep listeners on keep everybody on the same on the same foundation. Um, i think the key difference being instead of just being in a database of pure donors and maybe prospective donors it’s everybody that the non-profit touch is in some way shape. Or form so maybe people that are affected by its mission. It maybe vendors it, maybe suppliers so it’s every single communication interaction that’s taking place indeed. And we have talked about that and some of the platforms that support it on the show. Let’s, let’s focus on some of the things that charity’s can have. The most direct impact on you mentioned earlier tour of the facility, and encouraging donors to do that if they’re especially if they happen to be an above average doner first time, but that’s something that and it’s also a positive when you get the person to do the tour, then that’s a positive attention factor that’s something that a charity khun directly have impact on by extending invitations exactly a standing invitation, but just thinking about what their communications are. Some donors have never heard from their charity except in the form of another request for a donation. It’s always someone reaching out with a hand versus sharing information. So think about it. Perhaps you could set up a communication schedule and actually get back to the person and say, this is how we’re doing. We’re tracking ourselves, and this is how well we’re achieving our mission. And one that’s that’s absolutely magical that i just wish everybody would do is just telling every donor but their money’s air doing what if you can specifically say that those dollars went to this particular activity or this particular fund? And this is what it’s doing? And even if it goes into a general fund, you can just say these air what your money’s are achieving force and just share that information without asking for another donation. People tend to feel very appreciated for that being the case. And and i guess a lot of my experience has come over the years, tony, of becoming much more of a donor myself. And then i used to run an interesting experiment adi tapestry and bloomerang, where i would ask the new employees to take fifty dollars, that we would provide him fifty dollars, and say go out and make five or ten donations to five or ten different charities, and come back to me in three months and let me know who build a relationship with you and who did not. Excellent att those low levels. And what what did you find? Oh, uh, it was there were some absolutely marquis organizations that my employees would stumble upon that even for a five dollar gift, right, they would build a relationship. And what was ironic? Some of my employees are still lifelong donors to those organizations after making that small gift that was given to them to make on behalf of the company. That’s terrific that’s great! Listen, yeah, i just it was remarkable how you do it and i told him to try to mix. I said pick between a few national organisations and a few local organizations just to see what’s going on there because i honestly believe any small non-profit i know a lot of your listeners are in that category, tony. All they have to do is try that express themselves, take one hundred dollars and go make ten, ten dollar gifts or twenty five dollar gift to some national organizations and then just copy what those groups are doing. Find out which ones make them feel the best, and start building that into their own processes that they’re doing it. The local charity. Excellent, that za terrific suggestion in a great use, i think of one hundred dollars you khun khun! Survey, i think survey twenty charities for one hundred bucks, right? I mean, you get to do your own little, many mba, your research project for one hundred or two hundred dollars, and because you get to see every type of communication and i would mail some in, and i would do some electronically and see what the difference is listeners may want teo, listen back to some of the three, four months siri’s that i had with amy sample ward are regular social media contributor about riel engagement using the online networks because a lot of what jay talked about posting on the facebook wall replying to a tweet, etcetera, there’s, their real engagement strategies. And amy and i talked about that over four months of her being on once a month. How to really engage through the through the the social media sites. There’s also things just that people can report to the charity like if they if they keep their communication preferences current exactly things like that in the communication area, if you are able to. If your email system and your communication system is tied into your database, you can check real quickly. Does someone open? My e mails i sent to them are they clicking through to a link senate to read further on the stories? Ah, very important one are they forwarding it on to other people? And, you know, are they lying that you can get all that reported back to you? And it could be part of the data base that you can see, and then you hit upon a real important one there? If someone has taken the time to let you know that their address has changed, either their electronic email address or their mailing address has changed. Boy that’s a very special person you want to put a big red gold star something on that? Because that person, if they’ve taken the time to let you know that their address has changed is is probably four to five times more likely to become a major donor or a legacy donor to your organization in the long run, because they care that’s, they’ve done far out of the ordinary what anybody else would dio that’s so interesting because it’s it’s purely ministerial, they filled out a reply card with an updated phone number or address or email address. What can a charity? Do i mean, should there be a thanks for keeping current with us? I mean, because typically now i think the most charities doing nothing, that it goes to the database administrator, the donor services team, the database gets updated and then that’s it. What could we be doing? So i think that record person gave mark that this is someone who took the time out of the ordinary to do that, and that should be made to the attention of either a gift officer or fund-raising person or a plan giving person so that they can reach out and just try to get to know that person. Because if you combine the two, if that’s someone that’s been eh, multiyear donor, even at a small level, and has let you know that ah, and many of you out there i know have read the book the millionaire next door. That may be a good chance that that person falls into that category and could be a very, very substantial legacy donorsearch sometime down the road for your organization here we have just a few minutes left. Let’s talk about your the communications factors that we’re aware of. That we that we haven’t talked about yet, what are some of those that possibly a little bit of the people that have, you know, that opened up your emails and different things of that nature? Another big communication factor is if you can find out who has visited your website and who has downloaded information, i think every non-profit website should give people reasons to come back. That means that there’s got to be new content on there. Ah, and that could be something as simple as block post from the executive director or from other people within the organization are case studies or case histories, but i always love if you make available documents to download. This is this is a document that tells you about our mission that tells you about our performance metrics, what we’ve been able to do to achieve our mission. If there are pds and different types of documents in background information, annual reports, quarterly reports thinks that nature people love that, download them and look at them, particularly folks, that aaron, that the higher level of donors categories to do that, so being able to track those communication activities and then being wired into your front desk or your receptionist, anybody that calls your organization that should always be marked in the database to know that this person has reached out and actually dialed our organization, whether was asking for information or giving us information or something of that nature, those are people that are communicating with you and that’s half the battle. Yes, these air excellent on dh, very simple strategies. Really j we have just about a minute left. I have to ask you, what is it you love about the work that you’re doing, being able to help all size non-profits do their job better because if you could, i’d have hanging on my wall, something that my daughter created for me when she was in the elementary school saying that my dad works helping further missions of non-profits and i still have that hanging in my wall today, and it will always be part of my life, i think. J, thank you very much for being a guest. You’re welcome. Thank you, tony. My pleasure. J love is ceo and co founder of bloomerang, which you’ll find at bloomerang dot co real pleasure. Thank you very much, jay. Thank you very much money. But when we return, it’s tony’s, take two and then maria simple mohr, maria sites. Stay with me, e-giving. Anything tooting, getting ding, ding, ding, ding. You’re listening to the talking alternative network. Get in. Cubine are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Lively conversation. Top trends and sound advice. That’s. Tony martignetti non-profit radio. And i’m janna agger’s, senior vice president, products and marketing from blackbaud. Yeah, hi there, it’s time for tony’s take due at roughly thirty two minutes into the hour. I wish i could send live listener love today, but we’re pre recorded, so i cannot do that. I know you’re out there live listeners and i do love you, but i just don’t know where exactly you are this week. My block this week is expect expanded i arrest revocation list in march. Since june two thousand eleven, the irs has released a monthly list of charities whose tax exempt status has been revoked because they didn’t file the annual form nine, ninety or one of its cousins next month’s list march will be larger than usual because the irs is changing the admission standard for getting on the list. It’s not it’s, not like college. This is it’s getting easier to get onto this list not like colleges. Starting next month. Charities, they’re going to get a one month notice that they’re facing revocation and up until now you didn’t get on the list until you were already had been revoked for six months, so you can see next month is going to be a seven month catch up all this. All the ones that are leading up to six months, plus the ones that are one month away from revocation and there’s a lot more information about that on my blogged, including a link to get your tax exempt status reinstated. If you happen to be unfortunate enough to be on this revocation list, my blog’s is that tony martignetti dot com and that is tony’s take two for friday, february twenty second, the eighth show of the year. You know maria simple she’s, a prospect, find her she’s, a regular prospect research contributor she’s our doi n of dirt cheap and free resource is she’s a trainer and speaker on prospect research? Her website is the prospect finder dot com her book is panning for gold. Find your best donor prospects now exclamation mark and you can follow maria on twitter at maria simple fremery a simple welcome back. Hey there, tony, how are you today? I’m doing very well, thank you. Good to have you back. Thank you. You have our doyin has two, two sites why don’t you just give a little overview of what we’re talking about this week? So this week i’m talking about two. Sites that have both a free and a fee based component to them so one will help you both with your reactive and proactive prospect research, which we’ve talked about the house in terms of lives buy-in sorry, no, yes, we’ve definitely talked about proactive and reacting, i would know that’s beyond jargon jail. Now we’re way past that, okay? And then then, you know, and then the other one is really about proactively trying to seek a new new prospects. I’m constantly approached by non-profits that say, you know, we really feel like we’ve tapped out our current donorsearch list and, you know, we’ve done the research and so forth on our list, but we just need to get some new names into the pipeline. So came across an interesting product that i thought might be helpful to at least discuss on the show. Okay, on the first one of these is donorsearch donorsearch yeah, so this is a company that does in depth prospect research, so they are there’s a number of competitors out there that do this on dh donorsearch is based in maryland, and they have they have both a c and a a free product. So i thought we’d start off, at least by talking about the free product first, if you want to do that, what’s the earl for donorsearch first. Well, it’s donorsearch dot net, however, for the free piece. It’s donorsearch lead dot net flash integrated search. Okay, so i’ll make sure that we get that up on to the lincoln. And first yeah, why don’t we do that for both of these sites? Okay, so let’s talk about the free part first for us. Donorsearch so for the free part, you would put in an individual’s name, this is under the assumption that you have maybe an event that you’ve had or maybe a new donor prospect name has been brought to your attention, and you want to do some in depth research on them. Or maybe you have an upcoming cultivation event, and you’d like to know about person in advance of the event so you can put in there their name, whatever you know about them already there named contact info. If you happen to know the company they’re affiliated with, you can put that in there as well and then hit the search button and what it will. Do is it won’t show you the search results on the screen, but it will email you basically, ah, profile of that individual. So it’s really, you know, a quick and easy way to get some vast information on an individual if you’re not already subscribed to a service that would be able to do that for you. So you’re doing this one person at a time, right? That’s, right, it’s one person at a time and you know that where, you know the upgrade to the sea bass portion would be useful is if you’re looking to screen, you know, a lot of names at once it’s going to give you that, you know that capacity, but also they have under the sea bass hold on, i want to i want to stick with the free for the free portion for a couple of a couple seconds more. Is there any limit to the number of searches that you can do on the free? So, no, so if you’ve got the capacity or a gn intern or someone willing to sit there and just plunking a bunch of names and and monitor those profiles coming back through e mails. And and certainly that can be done ok? And how robust are the profiles that you get back? What do they look like? So they cross check the types of databases that would give you both a philanthropic data, but also, you know, the traditional sort of wealth databases, so they’ll give you information about both charitable and political e-giving um and it will give you information about property records, dunn and bradstreet types of reports if they happen to be a corporate insider. Um, political donations, i think i mentioned that if they happen to be in who’s who the marquis who’s who’d database there, their biography will come up there also, if they’re connected to a foundation when their director on a board of directors on a foundation, they’ll come up in the guide star report. So there are, you know, a number of touchpoint that are very useful for you to know about, you know, and the thing i always tell non-profits so it’s really, you know, if you if this is for a major gift, you really don’t want to stop, no matter what company you’re using to get these quick profiles from i would never just stop that, you know, try and go a little bit more in depth look for articles in the newspapers and, you know, whatever else you can find out on the internet free or fee based resource is so i think this is a great starting point. Certainly if you have an event coming up or post event, you want to know some more information about an individual, i think it’s a great place to start it sounds like it’s it’s a pretty, pretty robust profile for for free. Yeah, yeah, it really is. It really is. So, you know, it’s definitely worth looking into. So again, if if you want that that website its donor lee dot net forward slash integrated search ok? And how about there a fee based service so they see the service is at the website donorsearch dot net, and already there’s been some information there about the various products they have, as well as their online screening tool. So, you know, if you’re a non-profit or maybe you’ve just taken over an organization, um, that has, you know, somewhat of a mass of a database that’s never been screened, and you’re new to the job and you’re just not sure g, you know, i’ve got to figure out a way to prioritize these folks a bit, you know, you might want to consider a screening through donorsearch or even, you know, some of the competitors companies out there, but, you know, donorsearch does provide screening services well, okay, do you get a more complete profile if you subscribe versus the free report that you get on donors? Yeah, thie sea based reports, the ones that you would get really as part of a screening would include analytics and what they called predictive modeling to try and figure out, you know, it’ll give you some idea about the person’s capacity, and usually when you have a full screening done, you know, your prospects are kind of raided for you, you know? So you’ll know which one’s elevator to the top as being perhaps the ones you want to focus on first. Okay, so you get something that’s similar to a screening, but you don’t have to buy their screening service, right? I mean, if you want to, well, you won’t have the actual predictive modeling and analytics through the free search, you know you have a batch of names i would, i would really suggest you if you’ve got a few hundred names or a few thousand names that you consider doing it through the sea bass portion. Renee offer, right? But i’m trying to get out. If you do the fee based, are you subscribing to their screening service? Or you can still get individual reports that have the predictive modeling in them? Yeah, you know, when these companies offered screenings generally, you also have access to the database afterward, usually for about a year. So this is definitely something to consider, and then i noticed on their website that they would offer a free screening of two hundred current records to kind of test their full product. Um, so folks are interested in taking them up on that particular offer they can go to donorsearch dot net and check out the information it’s right on their home page. Okay, i’m trying to i’m trying to get at one thing. If you’re subscribing to the fee based service you’re paying for it is that on ly a screening option, like in aggregate? Or can you still do searches of one or five or one? Hundred individuals still do searches afterward of you, no additional names. If they come forward, you’ll have that one off. I’ll go in on dh. Can you give listeners a sense of what the fees are? You know, i really don’t like to get into that type of conversation because sometimes these companies, you know, they change and, you know, this is a recorded show, tony, so i don’t want to really get into that because somebody might be listening to three, five years down the line on ice helps on dh. So certainly, you know, product pricing can change, so i think it’s really best for them, tio maybe just take them up on that free two hundred name offer where at least take a look at these free, integrated search tool that they have on day. If it looks like it’s useful to them, you know, they get into a conversation directly with folks donorsearch okay, i’ve been admonished by maria. Simple. I never. I never said that before. Okay, um, so you had you had talked about this as being a way of generating new prospects? Well, actually, the other tool that’s thay this is really this is really donorsearch is for existing names that you already know, right? Right? So this would be for, you know, screening and so forth, so, you know, definitely if they want to take a look at, you know, integrated search on a free bases, they can take a look at what the output looks like i got you okay? And i liked your suggestion of looking at people after an event, maybe it’s someone came to your event because they were invited by by someone who you do know, and now you’d like to find out more about this, this new person, ways to engage them, which the first segment was very much about today on dh you can use donorsearch to do that, i like that suggestion. Yeah, absolutely. I would suggest that to organizations especially if they’re having hyre cultivation events or even you know, we’ve we’ve you’ve probably talked on your show about these ask events where people specifically come and know that they will be asked to donate well, it might be might be kind of good to know in advance some information about those folks, maybe even advance troop even better. Ok, what’s what’s list select about that’s your next one so listselect is, uh, is by a company the company behind this is called anchor computer company, and they were they were actually started back in the seventies, and what they’ve done is they’ve come out with this product called listselect that could be useful both in for-profit and non-profit world, so it was originally designed for general target marketing, and so it has the names and addresses of close to ninety percent of the u s adult population and it’s compiled from public records and united states postal service data, and then what they do is they overlay it with demographic interest type categories. So i’ve gone in and i, you know, i’ve done a little bit of playing around just to give you an idea of what this looks like so you can actually run your searches just to kind of see, with numbers of prospects might look like, and then you don’t pay for the list until you decide this looks like a list that could be useful to you, um, and it’s. Uh, a list, a rental. I don’t know if you’ve talked about that on your show in the past. So you can either rent this list for a one time use or for a one year basis. Okay, we’re going to go away for a minute. And when we come back, you can talk a little about lister mental, because i don’t think it’s something that i have covered. And we’ll talk more about listselect with maria. Simple. Stay with us. You’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Durney i’m talking with maria simple, the strict taskmaster who put me in my place about fees. We’re going talk about fees anymore att least not in dollar terms will certainly let you know when something is fee based. Um, so what’s the fee for listselect now i’m getting well, actually, i did run a couple of just, uh ah searches that i thought would be kind of fun just to kind of see what the costs might be it’s very evident when you run a search so it’s, very clear up front what you’d be paying for that list, you know, before you, actually so they tell you, and so you can change the parameters, tio, what you’re looking for and really play around with it till it gets to a point where you feel like this is a new four doble list, andi something that, you know, would be useful for your organization, okay? In a minute, we’re gonna talk about list rental, but but do you know what the output is going to look like? What? What? Uh, information, you’re going to get about each person before you have to pay for the list? Yes, i’m told that. You get a first name, last name, address, phone number and in some cases, email addresses as well. Okay. Oh, really? So, it’s, just basic contact information. This is not the complete profile like donorsearch does that’s correct? That’s correct. So this would really be used for true proactive prospecting. You know what you think that you would hear in a sales world of, you know, getting more names, more leads into the funnel. So people who might have a certain affinity on do you know? So we could talk about what some of these parameters are way when we get further into the conversation. Okay, but let’s, talk about let’s rental. Now you’re just you’re renting this list. How does that work for you? So you now let me just set it up. You now have the contact information for these people. Email address? I guess. So you have. What does it mean that you’re renting the list? Well, i i think you get the full snail mail, ok? Yeah, and phone numbers. So you can decide that you need that list for a one time usage. So maybe you’re you’re going to send out some sort of a postcard campaign or targeted mailing some sort or targeted calling phone calling campaign? You know, i wouldn’t, you know, being as i also do email marketing as one of my businesses, i’m very sensitive to email acquisition, i wouldn’t necessarily advocate buying or renting email addresses and then putting them into your database and e mailing out i could get you into trouble with your email service provider because it’s, because it’s unwanted and it’s spam is that could be construed as spam. So i’m just very sensitive to that. I think it would be better to use these list, really? For snail mail and phone call purposes, okay? And what does it mean that you’re you’re renting the list? So you actually then don’t own only information? It truly is just a rental on, so, you know they have, i guess, it’s one see if you’re going to rent it as a one time basis and probably a slightly higher fee. If you need to have that list accessible to you, maybe you plan to do, you know, quarterly mailings to the list or something like that? He would need the rental for the whole year, so you’re going to pay maur if you do want to put that information into your donordigital base, i would think so, yeah, ok, interesting, i think. Okay, so you you mentioned talking about a little talking about the parameters of what you’re what the output is going to be, right? So i just don’t like a couple of quick search is just to kind of see, all right, well, if i were, you know, a non-profit executive, what might some of the fields of information be interesting to me so you could do a geographic search and then, you know, break it down further by certain points of demographic. So i had done just a sample search to see well, i’m interested in people who would have an income over two hundred fifty thousand dollars based in new jersey, who are also classified what they call mail order donors i think in our world, in the nonprofit world, we would call that, you know, male appeal donors, and it turned out that there were there was a total household account of just over fourteen thousand names close to fourteen thousand five hundred, and that costs came out to about in the four hundred fifty dollars. Okay, so that was you know what that parameter came up with our center decided to so these are thes air search these air inputs that you’re that you’re trying to narrow your list by our lorts yeah. All right, well, what if i were a non-profit executive with some sort of an animal welfare agency? I might be interested in trying to target people who have self identified as liking cats and dogs right on. Then i decided, well, i might be very geographically focused, and i wouldn’t necessarily need the entire state, so i thought, well, let’s, see what the costs would be if i were to look at maybe two counties in new jersey, morris and somerset counties for people interested in cats and dogs turned out it came up to nine hundred eighty as the household count on that on that costs turned out to be one hundred fifty dollars. Now, how did you specify cats and dogs? There’s a open field where you can have a word interest category interest, there’s like a main interest. So when you’re when you’re looking at the main interests, you can look at things like arts. And entertainment. Uh, babies, children, uh, education just tryingto slipping through here, some of the ones that would be of interest to non-profits outdoor enthusiast, uh, photography, religion. Um, and then they had what they call us sub interest category. You can really drill down even further. And that’s where i got into looking for people who were interested in dogs and cats, for example, i see. Okay, that’s that could be you could have some fun with the subcategories studio going to break it down by ethnicity. Gender. Maria, how do you find all these free and a fee based? How do you how do you how do you find all these new resource is? Well, you know, usually they’re not sometimes they find may and this actually happens to be a situation where rick hilary from from the company reached out to me through lincoln. And, you know, we’ve talked about the power of lincoln for so here was a situation where he brought this particular product, my attention, and we’ve had several converse stations and back and forth about it. And, you know, i took a look at the test because you can actually just kind of play around with it as i did without paying anything at all. Okay, so that that website you want me to give you that? Yes, give it, but we’ll also put it on facebook and linkedin, right? Sure, though, that website is demographics, research, dot com okay, and what’s the earl for listselect uh, that that’s that’s where the starting point is that’s you there? Yeah, they actually give you ah! Pdf that kind of walk you through, how to use it. And they also give you the log in credentials so that you can log in and try and play around with it a bit way have to stop. We have to stop there, maria simple. You know her she’s, the prospect finder, and you’ll find her website at the prospect finder dot com. You’ll find her on twitter at maria simple, and you’ll find the two of us together. We’re going to be doing a chat and online chat hosted by the foundation center on march twenty first about prospect research it’s a two p, m eastern and my burning question is why i’m invited i don’t know they between the two of us, they think we’re both prospect research experts but between you and me, we know that you are. I’ll be there, tio, i’ll do color commentary or something. I don’t know we’re hearing me on, okay, but you can. I have a i have a couple things to contribute, but not as much as you, but you’ll find information about that on the foundation with center website it’s. March twenty first, two p m eastern. Thanks for being a guest, maria, thank you always a pleasure. Next week, juliet fund had more white space to your life she’s, a consultant and speaker, and she also is the daughter of candid cameras allen funt that’ll be fun. Also, scott koegler is back next week. He’s, our technology contributor and the editor of non-profit technology news. We’re all over the social web. You can’t make a click without smacking your head into tony martignetti non-profit radio, by the way, smacking your head in italian is sparkle a testa i learned that when i was in venice asking for directions to a bar once and someone said, sparkle a testa your head on the wall and then turn and make a left and there’s harry’s bar so it stayed with me, um, pinterest, slideshare even before last week, by the way, we were on pinterest in slideshare, itunes, facebook, youtube, twitter, linkedin, foursquare, wherever we’re connected, i thank you very much for being connected wherever it is that i see you. Thank you. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer, and the social shows social media is by regina walton of organic social media, the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday, one to two p, m eastern on talking alternative broadcasting at talking alternative dot com. I didn’t think you did a good ending. You’re listening to the talking alternative network. Get in. Take it good! Hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com we look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over in tow. No more it’s time for action. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage. Tuesday night nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio, dot com every tower is a great place to visit for both entertainment and education listening. Tuesday nights, nine to eleven. It will make you smarter. Dahna

Expect Expanded IRS Revocation List In March

IRSYour IRS wants to help you.

Since June 2011 IRS has released a monthly list of charities whose tax-exempt status has been revoked for failure to file the annual form 990 or one of its smaller siblings, the 990-EZ and 990-N postcard, for three consecutive years.

This was big news when the automatic revocation list was inaugurated and close to 300,000 charities were revealed.

Next month’s list will be larger than usual because IRS is changing the admission standard. It’s easier to get on.

Starting in March, charities will get one month notice that they’re facing revocation. Until now, you didn’t make the list until tax-exempt status had been revoked for six months.

March’s list will have a seven month catch up–all those revoked but not yet revealed, plus those soon to be revoked–so it will be much longer.

The service offers a search page. It’s bad news if you’re a hit. Here’s how to get tax-exempt status reinstated.

I don’t understand why only one month of advance notice. Why not three or four months? That would presumably be enough time to make a 990 filing and avoid the revocation. One month isn’t enough time to pull it together.

In any case, expect a longer revocation list in March from IRS. There’s something to live for.

Nonprofit Radio, February 15, 2013: Some Raise Money While Some Raise Hell & Pinterest and SlideShare

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Marcia
Marcia Stepanek
Marcia Stepanek: Some Raise Money While Some Raise Hell

I’m talking about women in philanthropy with Marcia Stepanek. She was founding editor-in-chief of “Contribute Magazine” and is the new media advisor to the New York University Heyman Center for Philanthropy. We’ll talk about Limbaugh and Komen; leadership roles; traditional giving; and how women organize themselves.

 

Amy Sample Ward
Amy Sample Ward: Pinterest and SlideShare

Amy Sample Ward returns. She’s our social media contributor and membership director of Nonprofit Technology Network (NTEN). She shares how small- and mid-size nonprofits can reap definite value from these lesser-known social sites.

 
 


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

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Hello and welcome to tony martignetti non-profit radio it’s that time again. Big non-profit ideas for the other ninety five percent i am your aptly named host. I very much hope that you were with me last week. Yes, i do, because last week was lead and matching gifts in your campaign to start professor john list from the university of chicago, chairs the economics department and founded the science of philanthropy initiative. There no longer must fundraisers rely on tradition and conventional wisdom in campaign planning because he shared a rigorous science to guide you around lead and matching gif ts also many matching corporate gif ts chuck longfield, chief scientist at blackbaud had lots of simple ways to increase your matching gif ts from corporations did you know that volunteer hours are also dollar matched by many? We started with sector benchmarking, and we went from there, and my interview with chuck longfield was recorded at blackboards bebe con conference last october this week, some raise money while some raise hell. I’m talking about women in philanthropy, with marshals to panic. She was founding editor in chief of contribute magazine and is the new media adviser to the new york university heimans center for philanthropy we’ll talk about limbong coleman leadership roles, traditional giving and how women are organizing themselves also, pinterest and slideshare amy sample ward returns she’s, our social media contributor and membership director of non-profit technology network and ten she shares how small and midsize non-profits can reap definite value from these lesser known social sites between the guests on tony’s take two, my podcaster on top i’ll tell you what i’m talking about, and i will thank you, my pleasure now, to welcome marshes to panic. She is new media advisor to the n u heimans center for philanthropy, and she also curates its annual speaker siri’s philanthropy three point oh, which explores disruptive innovation in the social good sector. It sounds like some organized anarchy. Anarchy pointed in the right direction. She teaches social media strategy. Yes, it may very well be totally okay. We’ll get teo talk about anarchy. I’m still trying to introduce you. Hold on there, marshal. She teaches social media strategy. You have a very lengthy bio. I was to get through this a cz well, a social enterprise. New media and cause video in the masters program at new york university she was, as i mentioned, founding editor in chief of contribute magazine, her upcoming book swarms. The rise of the digital antiestablishment published by little brown is due out later this year. And it’s actually because of that book that she couldn’t be in the studio because she’s interviewing someone for her book swarms very pleased to welcome marshes to panic. How are you? Thanks so much, tony. I’m just really delighted. Honored to be on yourself. Oh, it’s, my pleasure to have you. Thank you, marcia. Honored not too many people say that. Thank you. I hope you feel that way by the end you believe i’m sure you will. You believe that women are reshaping philanthropy? How is that what’s happening? Generally, you know, i didn’t use teo buy into claims that women somehow we’re you know, very different behaviorally and men in terms of their capacity for compassion and their willingness and generosity. But there’s some new research out and it’s very much triggered buy-in just in the economy and structural changes in the workplace that have given women a little more income over the last ten, twenty years, and since nine eleven, we’re we’re starting to see some measurable differences in the way women spend money in terms of the charitable contributions that they make, so that there are some differences that are starting to emerge here. There’s certainly other differences to in-kind of what those new income numbers are spawning in the non-profit industry, but armored and okay, and we’ll have time to talk about those, so you feel this is mostly economically driven? I think a lot of it is economically driven in terms of just the numbers with regard to the money uh given and how that those contributions different, for example, in the highest e-giving levels of people who give generally men and women, uh, baby boomer aged women are more likely to give them their male counterparts in all giving levels three percent or more, or they’re coming down to charity among people who do that. Male baby boomers and older, single headed households are nearly two times it’s, likely than men to give to charity. So that’s that says an age when most women are saving and have significant savings and disposable income and that’s even happening even as a result of women not getting paid is most statistically on the average than men. So it’s pretty significant. Okay, but there’s also interesting developments around organizing and advocacy. Yeah, very much so because of some of these economic trends, but also as a factor of globalization and particularly social media, technology and internet technology in general, we’re seeing some behavioral changes. First of all, it could be a simple as ah ah lot more charities targeting their solicitation campaigns more directly. Tau women. I know a lot of your listeners. Now, united way has now one hundred thirty seven women’s leadership councils that have raised something like nine hundred eighty five million dollars just over the left twelve years creating marshal those those leadership councils are our volunteers. They’re volunteermatch women supporters, yes, and doner groups. So what the united way has done? Uh, kind of piggybacking the general trend and women’s income and changing numbers and how much they’re spending on charity decided to tap into that trend and organize some of these councils. Teo, do more engagement around women’s not only volunteerism, but something like fund-raising as well and what’s. Interesting about that is, uh, this so called tiffany circle, which is an all female. Network created by the red cross, for example, another organization, uh hey has been started not just by the transport by social media networks that have popped up around some of these activities, so a lot of places they’re using a combination of social media and these economic trance really bolster their fundrasing activities, and we’re gonna have a chance to talk a little later on about women organizing themselves, not needing umbrella organization to do it. But, you know, around some of the controversies, like what happened to komen and rush limbaugh’s comments, and so we’ll get a chance talk about women organizing themselves, as i said, not even needing that kneading the big organization, but just coming together on the social sites let’s talk about some of the social change and social enterprises that you’re seeing women engaged in. Yeah, they’re concurrent with these other changes on certainly partly a factor of economic wealth. Growth among women is that a lot of women, particularly on wall street and other very in the financial services field, are really being a critical force behind the creation of pretty much a majority of social enterprises that are out there. The skull. Forum for, uh, global entrepreneurship has done on international study on this and seeing that at least half it’s not up to as high as seventy percent, and some regions of the new enterprises that have been started have been done by women, women who have earned independently of their thousands um uh, who are seeing that the needs community isn’t as fully developed as it ought to be around new issues of concern to these cohorts, such as women’s, self esteem, women and girls, self esteem, women, education issues. Now, these air getting much more focused thanks to a lot of the social enterprises on march for-profit businesses for good, if you will, that coming online. Also seeing a lot of female boomer women burned, creating films, getting into the social good film space and making some very interesting documentaries that are here about women helping women and trying to move the needle a little bit on education and their film initiatives that are also being used to raise a lot of money for certain non-profits abigail disney surely johnson, some of the big entrepreneurs are involved in these things on there, really successful in terms of measuring impact. Are there? Are there specific documentary titles? You khun you convention for us? Yes. Uh, shirley johnson made something about kicking the ball, which is about women’s basketball group. We’ve got abigail disney was working in liberia. Um, we’ve got some recent documentaries that are are being funded by again the women run fledgling fund, which is a foundation, and it’s about women and girls in the slums of calcutta being turned into activists and it’s a very compelling story. Uh uh, all sorts of new films i’m attending here to see for the first time i’m in washington, d c today as well, and i’m interviewing for the book as well as screaming some films that american university conference on social media that matters and this is focusing, i’m still making efforts. So again, you couldn’t you couldn’t be in the studio because you’re in washington, d c watching a movie that’s what you’re saying, i see a film, they have probably hard working the minute you’re seeing argo and lincoln, i’ll bet that’s why you’re in washington? Because they’re not playing in new york anymore, okay, we have just a minute before a break, so i don’t want to really get into anything brand new, too deep. But, of course, you’ll still be with me after the break. When and i want to make sure that what listeners understand, we talked about social enterprise, we’re talking about often cos right, that air, social, socially oriented, social good business is sort of. We’re talking about socially, social good enterprises that have been begun with the primary purpose now so much of raising money for stakeholders, but for raising the bar on social impact wielding an impact that’s measured first of those companies over organized to be accountable to those kinds of and our wii just very briefly before break, we necessarily talking about corporations or these could be not-for-profits also, these could be not-for-profits for-profit non-profit hybrid organizations and then for-profit organizations, but it’s the way that they’re organized on around what they promise to deliver, i understand what their outcomes are, not not necessarily one hundred percent profit, if there, if their profit mathos lately, okay, we’re going to take a break and when we return, of course, after this marchenese to panic stays with us, and i hope that you do, too, talking alternative radio twenty four hours. Are you confused about which died it’s, right for you? 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If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s, the hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com dafs welcome back to big non-profit ideas for the other ninety five percent. I have to send live listener love. Now is the time let’s start anyway. Taipei, taiwan. Ni hao, changsha, china. Shanxi, china, hi bay, china. Beijing, china knee. How going out to china and taiwan, fork. Wacha, japan. Konnichiwa, and new bern, north carolina. What’s going on there. More live listener loved to come their arm or live listeners out there. Marcia yeah, let’s, let’s, talk a little about the a new organisation called the girl effect they have on there on the opening page of their website that what they say exactly, that women are the most powerful force for change on the planet. You what do you think about that? No, i got this. Let me say that hyperbole is shared by by because i was wondering how about even like, like men, maybe i don’t know they’re not a good food what’s interesting about the girl effect, though, is kind of the structure behind it, and we were just talking a moment ago about social enterprise and so forth. What the girl fact represents is is a really progressive and very successful partnership. Example of great collaboration in the do gooder space between the noble foundation, which is run by the bucket children warren buffett’s, kids corporation, nike and it’s ah it’s foundation arm and ah partnership with hundreds of non-profits that have it’s part of their mission statement helping women and girls to achieve change, whether it’s in the education space of the art stays or healthcare. It’s a partnership where ah, a very good shorts film was funded, its animation, but it basically finally connects. The dots taking it from hyperbole to show why funding women and girls projects actually affects everyone ah, and affects everyone in a very local way. And so it’s in a very effective messaging tool that kind of breaks through the the problems that a lot of these issues had had in the past, where it sounds awfully one sided, the girl fact does a wonderful job of making this ah, great messaging, peace around thie economic impact on everyone of the lack of educating women and girls, and some of the status around the world. Dahna uh, the lowly status love women hold around the world. So it’s it’s a great burger, and what it does is it kind of lends this little short film to a lot of organizations that couldn’t otherwise afford to make it and lets them put on their websites and interface that helps them to raise micro cash, you know, ten dollars, twenty dollars, right after people to do the film online, they’ve done ability, teo, donate to some of the causes that have been vetted. And though it’s just a wonderful campaign that is now finally being copied in other parts of the sector so we hope to see more of that kind of collaboration in the future. In fact, we’re seeing a lot of micro giving among women organizing themselves around social enterprise. Yes, we are a aa lot of this thie evolution of social networks, social media still relatively, very new, but as people get together and now they found each other online and now they exchange, you know, kind of information about the trivia are the important bits of their lives. Now, the next evolution is the first getting people together to make change or around certain issues folks i care about and what we’re starting to see is on what we saw a lot of last year were the social network, some of them that are very strong, many of them led by women being able to make a difference, either in defense of, uh, an action taken by an organization or to bring up some concerns that hadn’t been brought up otherwise and holding some of these traditional non-profit organizations accountable. And, of course, the the leading edge that was the komen foundation controversy where coming foundation had decided to be fund-raising goods breast cancer testing on dh without telling a lot of its membership, and when it finally freaked out, a lot of folks got online a lot of women and started protesting thiss was an example of women organizing themselves through the social networks and very rapidly yes, absolutely, and it was a very successful protest, and it wasn’t so much the significance here isn’t so much whether you believe that that decision was the right or wrong one it was looking, and there are social networks out there holding traditional organizations and non-profits accountable for their actions and ways that has never been before. And the rapid response of some of these networks to some of these decisions has really encouraged a lot of organizations to start really getting serious about engaging your supporters and their networks in new ways so that everybody does feel that their part of the decision making process and there is a new level of accountability achieved not only holding organizations accountable but individuals for there flippant and ah antagonistic, i’d say, remarks rush limbaugh, when he accused you really accuse nobody eats cited a law student was a prostitute because she wanted funding for birth control to be included. In health care and there was a huge backlash. Yeah, there was an internet firestorm over that in just three days. That firestorm was ableto porcelain about to apologize, not once but twice to the woman he had called a flat was the one of the quotes, okay? Ah, and he lost nearly one hundred advertisers right in that in that, uh napor so we’ve seen that these swarms, if you will, of the social networks that have been highly developed and that have a riel sustainability to them, are able to work very quickly when they’re organized. One of my colleagues, a friend of emmett has called these accountability networks actually because they’re social networks and they are always there, but they can get into action very quickly. Uh, if one of them are influential, members of these networks decides to call them into action. So it’s somethingto watch it’s a phenomenon now, but it’s becoming replicable, and we’re seeing a lot of this kind of action over. Yeah, and so this is what you’re calling swarms of women in this case and it’s not women, are not the only ones active actively engaging but that’s that’s the third today, but one of those air swarms saw another one very well done stop sopa campaign, but to delay a vote by the u s congress that would diminish him internet freedom, at least for now. And, uh, it’s, really a new form of activism that is used social media to coordinate swift action around the specific goal. And it’s it’s it’s significant because it’s, uh, much more to do with the ability of new players and the advocacy sector toe work collectively and successfully kind of outside the non-profit sectors long established structures fired-up alternative goals. So it’s it’s something that all organizations want to start infusing more with their supporters in new ways but also so constructively trying to really be able to prove that they’re having an immeasurable impact. A lot of donors now are saying, what have you done for us? We’re the cause lately, and a lot of organizations are now using the social media tools to measure impact, or at least to get a more specific numerical handle on the work that they are doing so that they are able to not only convince people of their value, but to be able teo create partnerships on new levels to achieve more social impact over time marchenese to panic is the new media advisor to the n u heimans center for philanthropy, and her upcoming book is will be swarms. The rise of the digital anti establishment, and you can follow marcia on twitter. She is at claw cause pardon me at cause global ah, marcia let’s, let’s focus a little more on the on the actual, more traditional e-giving and the way women are being more generous essentially than men, it’s a it’s a little more about that. Yeah, even though women in general are earning less than men and have less money in retirement and are generally outliving their spouses, these recent studies on their standing for charity demonstrate that young women, certainly, and especially boomer women, older women in particular are just more likely to give and to give more to charities and then beyond that, there’s, also a behavioral that women in a recent survey by indiana university also said that they they want teo uh, not just have more impact on spending. They want to be more involved in the decision making and indeed, a lot of the rise of some of these new organizations on social enterprises, uh, is due to women wanting to bypass, too simply writing a check to existing organizations but setting up a kind of a bee metrics around specific initiatives that they themselves want to see. And as long as they have the means and some of these new networks, especially on wall street and elsewhere, to accomplish that, they’ve been racing to set that up. That slowed a little bit during profession, but still a very vital force. A lot of people are saying that this income situation for women and this this habit of giving mohr, especially among older women, is very likely to continue. By twenty thirty, for example, fifty four percent of american boomers will be women. And because of their sheer numbers and the social changes that have occurred as they grew up, they have a significant impact on society through their beliefs and attitudes and behaviors and have us already. And so now, as they get older and more charitable on dh, i think we’re seeing the start of some more further behavioral changes among women towards charitable organization. So i think that’s a little bit of good. News you said earlier that the social networks are relatively young, but i hear people say how sick and tired they are a facebook or or twitter sometimes are these are these social networks with us forever? I think some forms of them are, and certainly is they morph and evolve our use of them well, morgan of all hope, the more distinctive things about social networks and social platforms that we’ve seen over and over again is that the people using them tend to define how going tio improve them over time. Ah, facebook, for example, everybody’s kind of getting organizations on facebook now so much personal things now that but seeing how they used them toe left bitch events and, you know, do pr in a different way, certainly, uh, we’re also seeing a rise in the use of private social networks, kind of a private facebook that go under certain names like ning’s o r other certain other platforms that are being set up so that it’s kind of like a private, charitable, uh, type of facebook that’s membership only on some organizations and non-profits they’re using this to great effect, one in particular is the provocative understand veterans organization? Marcia, marcia, you broke up a little bit, say they say the name of the organization again. It’s called i a v stand veterans iraq, afghanistan veterans association a okay, i look, they’ve dahna they set up a peer-to-peer private social network, uh, that bear as long as you’re in that network, you know, they don’t want this isn’t like vietnam veterans or korean, more veterans for eighteen, nineteen, twenty year old folks just and this particular war and are facing some very unique challenges, thanks largely to the health care technology being used to save them from injuries that in previous years killed and so there are unique challenges for them coming home and a lot of challenges always for veterans coming home. So combined with their existing use murcott given their age and their experience before going off to war ah, they are very successfully putting together these private networks is veterans to talk to each other, and they’re subsets like women’s subsets like people who were injured from a certain type of injury and you get on them by giving a password. You are pre qualified so you you it’s not just anybody, is not your fourth grade teacher finding you it’s a private conversation that built trust and credibility among the members and as it moves toward a membership model it’s also proving to be a very sustainable non-profit kind of model using social networks to serve those in need buy-in involving an engaged, those in need not just writing checks, marcia, just just a minute or so left, i have to ask you, what is it you love about this work and the and the research that you’re doing go how people, uh, can hold power accountable in new and constructive ways. I love how this technology couples to be advocacy sector e-giving voice teo so many more people who otherwise were not involved. These full social media, the, uh, the internet has democratized philanthropy, and in such is turning traditional organizations on their beer. I think it all about here. Social change, enormous empowerment absolutely marchenese to panic is new media advisor to the n u heimans center for philanthropy. Look for her book coming out later this year, swarms the rise of the digital antiestablishment it’ll be published by little, brown and she’s at caused global on twitter marsha thank you so much for being a guest, my honor and pleasure. Thanks, tony it’s. Been a pleasure having you right now. We will go away for a minute or two, and when we come back, it’s, tony’s, take two, and then amy sample ward is with me, and we’re going to talk about pinterest and slideshare stay with me. They didn’t think dick tooting getting ding, ding, ding ding. You’re listening to the talking alternate network e-giving. E-giving cubine are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Schnoll i’m chuck longfield of blackbaud. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Hi there and welcome back. More live listener love! Montgomery, illinois. Tustin, california. Littleton, colorado. Atlanta, georgia. And two unidentified in somewhere in the united states of america. You’re masking your i p s we know who you are, i’m just since you’re masking, i won’t say who you are, but we know who you are. I’m just telling you that we know here you’re not you’re not you’re not hiding from us, but two unidentified on dh for our listeners in china, all those cities in china that are listening, i said earlier. Happy new year, gung hay fat choi also xero chou korea and seoul, korea on yo haserot it’s, time for tony’s take two, my podcasts are on top and i’m very grateful to you for that. This show was what’s hot in two categories on itunes very recently non-profits and government and organizations and my podcast that which is a monthly for the chronicle of philanthropy fund-raising fundamentals. That was a top podcast in non-profits the’s honors are enormously fleeting. I don’t know, maybe they last five minutes, maybe their last an hour, but they go fast, so i took screenshots and you could see the photographic documentary evidence is on my blogged at tony martignetti dot com. But more important than that, i want to thank you for rating the show. We had the five hundred stars campaign. Thank you very much for raiding the show on itunes more than doubled the number of ratings and i’m sure that’s what made the show trend in itunes. And there was some carryover effect to the to the other podcast to the fund-raising fundamentals that i do. So i thank you. Um, my next guest would caution me that there’s more to true social engagement than numbers and and bumps and and peeks in listenership. So i i take that seriously there there was a lot more to that than engagement. But i thank you for being engaged to the level that you have been so far, and hope to get you even further along mohr, that on my block at tony martignetti dot com. And that is tony’s take two for friday, february fifteenth, the seventh show of this year amy sample ward she’s, the membership director at non-profit technology network. And ten her she co authored social by social, but even newer than that her very new book, also co authored, is social change any time everywhere with forward by two time guest on this show, craig marko is the founder of craigslist he’s been with us twice amy’s blawg is that amy sample, ward dot or ge and she’s on twitter at amy r s ward on twitter. That’s right? I’m going to finish the sentence without without without twitter id, and we know that the army’s rene amy rinascente ward welcome back. Thank you for having me. It’s a pleasure every month. I’m always surprised you allow me back every time. No, you shouldn’t be. I make you feel that in secure. I assume that there’s like a jargon jail downstairs. No, no, no, you’re you’re you’re pretty good about it. You’re quite good were very conscious of jargon jail amy’s here with her little field notebook it’s, an adorable little yellow forty eight page notebook. It’s branded from the state of texas. I don’t know. What were you in texas lately? Is that where you got your little fuel? No. It was given to me as a thank you by a friend, david jnf, who lives in austin. And i don’t even know why he was thanking me, but he gave me this little field notebook and it’s the perfect size it’s about phone sizes, let me ask you, you have co authored or contributed to five books by my count, when you’re going to do one on your own? Yeah, i’m hopeful that maybe that one is next, okay? And then there’s none of the like, you know, trying to interpret someone else’s edits like, for better or for worse, i could just come out of my brain and we’ll see what happens. It will be very, very much better. We’re looking forward to the solo effort, but we’ll celebrate your book coming up. In fact, i’m going to you’re going to one of your book launch events, which we’ll talk about later on act for the end later this month for those who are in the new york city area, but right now we’ll talk about pinterest and and slideshare um, how did these how do these fit into social change and social engagement? Well, i think that they’re really great examples of platforms that actually have tons of use, but organizations haven’t, for the most part translated how individuals air using that tool to how they as an organization would use it. You know, facebook’s pretty straightforward, you have an individual profile, you have an organizational page like you know, how to get started. But with these tools where there’s there’s, no difference between who the the user profile is, organizations are a little bit more, you know, without boundaries, there’s too many options, so they don’t really know how to engage. But organizations that have tried or are using the tools in part of their content strategy are really seen engagement there. I don’t know which one you want to talk about for just let’s talk about why don’t you explain what pinterest is? Because maybe so little known to some people that they don’t even know that exactly what it is? Sure, so pinterest is free to use social platform just like facebook or anything else where it is free to use, but that means you are than the product on and it’s very visual driven so it’s all about collecting on a pin board that’s virtual, just like you would maybe, you know, in your office pictures, recipes, anything on the web so whenever you pull in a block post, whatever images associated that block post would be actually what people see on your board, they wouldn’t see the block video also yet exactly. I have a pin board for women leaders of non-profits excellent on video, but it’s video zoho contributor of them speaking so just a quaint listeners that video can be as well. And then what you’ll see on that pin board if it’s videos would just be a screenshot, right like this still like you would when you had a youtube page and the video isn’t played ok? Yep. On dso you, khun, even though you have this pin board, you can actually have unlimited pin board, so maybe i have a pin board for conferences i want to attend, but then i also have a pin board like the most frequent one i see is recipes that i’m going to cook one day, but i’m never actually gonna cook like that whole sentence isn’t the title, but it’s like recipes and you know this person’s never cooking next i wish list. Recipe list. Exactly. All right. So how are charities? Engaging? Constituents were around around pinterest. Yeah, their organizations have you. Know, as you can imagine, tried different things, short campaigns, longer standing content and something that’s interesting, and i know you have the links to some infographics to share on the block. Pinterest has about eighty percent of that content is repent content. So anyway, you know, if i went to your pinterest board say, if it was the average boring, you know, think about hypothetical i would never i would never dane never squander my precious time with tony’s interest account because of pin boards are so mundane and superficial and dull, but if you if you stumbled on it buy-in accidentally, you clicked on it stumbles away there. Um, eighty percent of the content across pinterest is repent, meaning someone else pendant first, and you’ve just, you know, reposted on your on board, so but like you said, you’re, you’re bored that’s all about interviews with non-profit women leaders, i’m sure that you were the one that did that interview are or were some of the original? Yeah, so they’re going to show up all over pinteresque, but it’s because you were the source and so thinking about that at, like, how much content is shared amongst the platform where is very little of that content for people? Time is spent clicking on things, and i’m going to read websites. You know, i think organizations naturally think, well, this is, you know what has put up a bunch of great images to our website and we’ll drive a bunch of web site traffic, but that’s not the case, people are using the platform within that within the place. Yeah, so eighty percent are re pens? Yeah, that’s enormous. Yeah, do you have a corresponding stat for any buy-in a chance for twitter. How much of twitter is re tweets versus i? I don’t have a twitter for tumbler, which is a more similar platform to pinterest because it’s ah it’s like blogging but it’s much, you know, micro style and it’s about nine out of ten temblor posts are re blogged so it’s very similar in that way where people that are on the platform or just, you know, following each other and finding great things and it’s more a matter of like, i want to have the best curated recipe board versus the on ly recipe board, you know, so it’s it’s much more shared eso organizations are taking advantage of that in different ways. One one example that i really like. Because it’s very clearly aligned with the mission is city of hope, which is an l, a based a hospital research center, etcetera. They have a campaign called mushrooms for hope because mushrooms are shown to have really great health benefits, especially for people at risk of or with cancer. So they have a mushrooms for hope board that’s. All great ways, you know, recipes to use mushrooms, because we know everybody in there. Mom has a recipe board on pinterest. So why not, you know, curate all those different ways to use mushrooms so that people will re share it again in the platform and ultimately it’s, not about them knowing who city of hope is it’s about them eating mushrooms, right? You know, but they’re using that for exposure exact recipe sharing community. Exactly. Here’s a great super great cream of mushroom soup recipe. Right. Very smart. S o just to make it explicit. So people follow your boards, right? People can follow your whole board. They could also follow just you. And then whatever board here pinning tio, they could get those. Notifications or they could just never follow you and find your your pin through someone else, you know, and then see, allow just a great mushroom recipe, you know, and then click through. And actually the original post was was from your account i love those clever ideas that yeah, that shit’s a smart one. Yeah, another example of maybe not a specific example, but a way that, oh, our strategy for charities to engage on pinterest yeah, a different take on that that i i think is on interesting one is n w f national wildlife federation has a campaign for, you know, getting outside and and has a big, like camping go the great outdoor camp. I’m goingto mess up the name of their campaign, but so they have ah, aboard all about that where they’re pinning other people’s content about campaign so it’s not even their content, but again, it’s it’s making those people in the community that are talking about the campaign feel like they’re in the spotlight because this is a board of all those other people talking three national organization has exactly exactly bored or my my my pen? Yeah, exactly. Engagement. Yeah, exactly. Two way street let’s. Talk about slideshare. Sure. Because always shoot. There was something i want to ask you about. Interest. It’s, overwhelmingly women. Yes. I see different statuses. Somewhere, anywhere between two thirds tow. The mashable said maybe it’s this high is ninety seven percent. So somewhere in there, overwhelmingly women. What should we be capitalizing on that? What should we be doing with that? Yeah, i think part of just to address the point, you’re making that all the numbers being a little different. And part of that is if it’s actual user sign ups versus active users and again, different platforms in different data. Analysts consider active user as, like logs in once a month or is on it for an hour a day like which one of those is active, you know? And once you get wherever you fall in that active definition scale that’s where it starts skewing much more women. So actual user accounts are a little bit more typical of social networks, but the active is much more female. Okay on. And so i think organizations can take advantage of that in those are, you know, the examples where two shared but also just remembering that, you know, even like marcia was saying women want to be making the decision of where money goes, women want to be, you know, figuring out the causes that they care about and engaging with them, so figuring out ways that isn’t just, um, you know, a generic call to action for everyone, but you’re figuring out, what are the the women boomers in your community interested in doing? And maybe it has it it’s not, you know, all about city of hope and all about all of the life saving measures and research ugo but it’s about mushrooms, you know, and you like, let that be the thing for them? S o i think really, figuring out who your community is back to some of the stuff we’ve talked about in previous months and then focusing really specifically and letting them either drive that content and you’re just re, you know, you’re collecting that o r just taking their lead? Excellent, we’re goingto take a short break, and when we come back, amy sample ward stays with me, we’re going to talk about slideshare stay with me, too. You’re listening to the talking alternative network. Schnoll are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. And you, sample ward, is our eyes, our social media contributor and our social media scientist. I doubled that id number that she’s too modest to say that i did that on dh. We’re talking about slideshare what let’s acquaint listeners. What is slideshare great? So slideshare is ah ah, platform, where you can post content that you want to share and it’s called slideshare because it’s it’s most prominent feature is posting slides like a power point presentation or a slide deck that you would be using in a, you know, at a conference are in a board meeting or whatever for count for mac users, or use kino exactly like, you know. And then i translated over the power point, exactly little little parenthetical for mac users. Or what does whatever google aps calls there? Oh, yeah. Anyway, so that’s that’s, the most dominant features people posting slides and you can find them and review them and share them. But you can also embed them. And so you could post slides from your conference and then on your blogged have them embedded so people, you’re not just having to write out what you said. You khun embed it right there and people can flip through the slides. But what’s great is that you can also use it for all kinds of content. So do you use your organization? Is part of your new campaign launching, you know, with an infographic about why you’re running this campaign? Well, you could upload that info graphic, you know as a pdf or whatever to two slideshare embedded in your block. Have people share it just like they do. Slides and track track the shares that way. Okay, you know, if you wished you could also use that info graphic on pinterest. Exactly. Okay, on dh that and you know that goes for all kinds of other content. Maybe you have a new orientation, you know, to sheet that you give to your volunteers, will. You could post it there and then also post slides that you’re goingto review with them of this is how to be a volunteer for our organisation. This is what we do, this is why we have volunteers. This is what the volunteer job looks like, and that way you could just send them those two links they don’t have to download anything they don’t have to, you know, have have any special software, whether they’re on the phone or they’re you know, on a computer they could read or digest those materials ahead of time, show up and be ready to volunteer, and you don’t have to be emailing large files were about exactly top box or some other bright, just a link exactly. Now i’ve so in a few places slideshare called youtube for slide shows. Yes, it’s not as anyone here is popular as youtube. Well, yeah, definitely not as popular as you tube in that when you look at youtube stats, basically, you would think humans do nothing but watch youtube video that there really is a ridiculous thing. So so slideshare has about three billion views a month, so that’s still sized amglobal yeah, yeah, and and i think something social. Engagement is not just in the numbers, though, right? And i think something that’s interesting as faras actual of what the numbers say is that of all of the different social platforms facebook, youtube, whatever slideshare is foreign away, much more popular amongst business owners, organizational leaders, you know, executive level staff of different kinds of organization. So hyre go ahead. So i was just going to say, you know, if you want to make sure that you spent a lot of time preparing something for some funders that you were going to meet with, you know, you made the slide deck showing them who you are made it really clear the impact you make. Why not post that for free on a platform where other, you know, leaders in the sector could come across your sides and say that’s? Exactly. We’ve been looking for someone like you to partner with exactly, and what i was saying, slideshare is owned by linked in. Yeah. So not surprising that it’s i guess it’s gravitated toward business and you can you can embed slideshare content in your personal yet or your or your organizational linked in page yet? Yep. You khun just connect them on dh from from your linked in profile, and it’ll even just automatically pull in your most recent slides or uploads, you know, if you were doing something else so all a very easy way to embed large what maybe large files? Because especially if you’re doing power point or keynote and you have video and or there’s photos in each slide yeah, very large, you get those very large files other other ways, you know, just ask you generally other ways that charity’s could be using slideshare or other tips that you have for for engaging through slideshare well, i think that the training is really what what i’ve seen organizations do well with most often is there already creating training materials, whether it’s for volunteers, it’s for a certain department, you know, and using slideshare is away too. Put those up there, how’s them for free, you know, think about it like youtube, where even though you’re goingto use that video for your campaign or in your marketing and you’re going to embed that video on your website, you’re still going to post it on youtube so that all that organic traffic that could maybe come across it can still come in. And so posting those materials about, you know, the great things that you’re doing with social media at your organization and here’s, you know, kind of your overviewing training materials than other people that are interested in either your organization or social media in general could find that come to you and say, great, i want to get involved with your efforts, so i think thinking about it as the place you know, like youtube, where you, you how’s the content even though you’re using it elsewhere because you still just get the benefit from the other platform. And as google and other search engines index the the content that’s in your slides, it’s, sort of a wayto ona ona niche because you’re you’re slideshare going too, so dense with key notes that are just i mean, i’m sorry keywords that are necessarily embedded in there because it was part of your part of your presentation. Yeah, way of sort of owning a very narrow niche that your expert well and it’s it’s great for search engine optimization, you know, they’re one of their three highest sources is organic google searches so if i am, you know, working on a proposal for these are the five strategies for ending homelessness in new york city, and i’m pitching this to some thunders, and i want to find you know what? I’m going to start a coalition post it there because if someone else is looking just on a search for how do we end homelessness in new york city? And they get to my presentation now, i’m i’m creating credibility for myself and setting up our organization as the leader on that cause. Any sample ward should membership director at non-profit technology network and ten her new book is social change anytime everywhere, and i am going to a february twenty eighth book launch at five thirty at, which is at the planned parenthood federation quarters. You want to say a little about how people can can attend that if they’re if they’re in the new york city area? Yes, i think if you go to social change any time dot eventbrite, dot com something i will come. We started your blogged way started any sample ward dot or yes, i will put it up there. It’s not up there now, okay? Or put it. On the show’s facebook page, facebook page and lengthen group grayce forget linked in okay, yes, but that happens to be on february twenty eighth at five thirty, yes, and we’ll have books to sell but also will be doing a presentation just about ten, really tactical tips that people can take away from it, too. I’m gonna be there. I’m gonna see how many other people think you’re the social media scientists like i do think, of course, thanks for having me pleasure, my thanks also to martius to panic. More live listener love philadelphia p a you joined us a little bit late, but welcome next week. J love, ceo of bloomerang we’re going talk about donorsearch tension, you know that it’s, much cheaper and easier to keep a donor than to replace one j love has insights to help you, and that might actually have something to do with engagement using the social networks. Somebody should write a book about that and maria semple, the prospect finder and our prospect research contributor, returns she’s our doi n of dirt cheap and next week maria has to free sites to help you get serious with prospect research natural. You’re gonna have to listen and a reward we’re listening this long, and staying at the podcast is far i’m giving away two, three hundred forty nine dollars one year subscriptions to the atlas of giving remember rob mitchell was on a couple of weeks ago atlas of giving you khun benchmark your own giving get custom reports through this three hundred forty nine dollars value. One live listener one podcast right now live listener go to pick a platform, but i’m on facebook go to facebook! Go to the shows, facebook page and post i’m listening live to non-profit radio first person who does that on the facebook page gets one these three hundred forty nine dollars subscriptions and first podcast listener who does that? Also on facebook? I’m listening to the podcast of non-profit radio you will also win. Our creative producer was claire meyerhoff. Sam liebowitz is our line producer shows social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday one to two p m eastern at talking alternative dot com finding things to getting ding, ding, ding ding. You’re listening to the talking, alternate network waiting to get in. Duitz nothing. You could hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight one eight three that’s two one two seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! You’re listening to talking alt-right network at www. Dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over in tow no more it’s time. Join me, larry shop a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower. We’ll discuss what you’re born you society, politics, business and family it’s provocative talk for the realist and the skeptic who want to know what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me very sharp your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s, ivory tower radio dot com e every time i was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Told you.

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Nonprofit Radio, February 8, 2013: Lead And Matching Gifts In Your Campaign & Many Matching Corporate Gifts

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Professor John List
Professor John List
Professor John List: Lead And Matching Gifts In Your Campaign

Professor John List from the University of Chicago chairs the economics department and founded the Science of Philanthropy Initiative. No longer must fundraisers rely on tradition and conventional wisdom in campaign planning. You have rigorous science to guide you around lead and matching gifts. How big should a lead gift be to impact giving? Will a 1-to-1 match raise as much as a 3-to-1 match? You really should listen.

 

longfield and i
Me and Chuck Longfield at bbcon
Chuck Longfield: Many Matching Corporate Gifts

Chuck Longfield, chief scientist at Blackbaud, has lots of simple ways to increase your matching gifts from corporations. Tap into the annual $1.4 billion from 20,000 companies. Did you know that volunteer hours are also dollar matched by many? We start with sector benchmarking and go from there. (Recorded at Blackbaud’s 2012 bbcon conference.)

 
 


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It’s tony martignetti non-profit radio hello and welcome to big non-profit ideas for the other ninety five percent. I’m your aptly named host. The campaign for five hundred stars ongoing. We’ve more than doubled the number of ratings on itunes. I thank you very much for that the campaign is ongoing. We want to get one hundred ratings on itunes, so please go to non-profit radio dot net and then click view in itunes and raped the show. Thank you very much for how far we’ve come. Oh, i very much hope that you were with me last week. I couldn’t stand to learn that you had missed aye, aye and you ex information architecture er and the user experience. Lacey kruger lied information architect that blackbaud and misty maclachlan, the company’s principal user experience consultant, had lots of ideas to help you design your online properties for success so that visitors return and supporters stay engaged and tech trends. Scott koegler, our tech contributor and the editor of non-profit technology news, told us how he sees non-profits using computing to fulfill unique needs engaged through the social networks, customize their own computing and what he expects to see more. Of in the future this week lead and matching gif ts in your campaign professor john list from the university of chicago chairs the economics department and founded the science of philanthropy initiative or spy. No longer must fundraisers rely on tradition and conventional wisdom in campaign planning, you have rigorous science to guide you around lead and matching gif ts how big should lead gift be to impact e-giving well, a one to one match raise as much as a three to one match. You’ll be glad that you’re sing and many matching corporate gif ts chuck longfield, chief scientist at blackbaud, has lots of simple ways to increase your matching gif ts from corporations tap into the annual one point four billion dollars from twenty thousand companies. Did you know that volunteer hours are also dollar matched by many companies? We’ll start with the sector benchmarking and go from there, and that interview was pre recorded. It blackbaud twenty twelve bb con conference. My pleasure now to welcome john list he’s the homer jay livingston, professor and chairman in the department of economics at the university of chicago. He’s expert in the science of philanthropy and his new project the science of philanthropy initiative spy is funded by the john templeton foundation. It’s, a research and outrage venture and we’re going to talk about his research and spies, outreach to charities and how you can participate. Professor john list. Welcome to the show. Thanks, tony. Thanks for having me. It’s. A pleasure to have you from chicago. You getting snow out there? The way we’re getting inundated died here in new york. Not too much, but it is pretty icy here. So it is. It is difficult driving conditions here, tony. Okay, well, i’m glad you’re safe in your little office. I was, you know, i like to picture academics. You know, my major was economics that i was an economics major at carnegie mellon university. That’s why you’re so smart now, that’s. Because i was rejected by the university of chicago. I hope you were not share in nineteen. I would have been applying in nineteen. Eighty. I hope you were not chair in nineteen. Eighty. I was not. I was actually in eighth grade in nineteen. Eighty rock. Okay, well, you’re a little younger than me, but you don’t look it from your photo now, okay? Let’s, talk about spy. This work is very interesting. Like i said in the in the lead in no longer must charities rely on conventional wisdom? Let’s, start with your methodology around campaigns. What are you doing? I think that right? I think when i first i became interested in this area, tony what i what i found was that you had a bunch of really good people, a bunch of really good hearted people who were basing their decisions. Mohr on anecdotes and gut feelings. Right, then the actual scientific method. So when i say scientific method, what i mean by that is basic a basic experiment. So in that basic experiment, it’s always important to have a control group. Because then when you have ah, treatment groups such as some people might get a one to one match. You want to always compare that to a group of people who did not receive a match? Okay, that’s what? I call a program that’s the control group. Watch out. I have george in jail on tony martignetti non-profit radio. You you scared it closely. But you then you defined control. You could define control group. So you’re clear, but watch out. Okay, all right, so so we have. This is this is the scientific method. We have a control group in a test group or treatment group. And how have you been applying this to campaigns beyond matching? Sure, sure. So when i first started, i was presented with a problem at the university of central florida. So at the university of central florida, the deen challenged me to start a center to do research in environmental policy and what the dean said it is. John, you are responsible for raising money to start the research center. So of course, the first question becomes different in need of resource is for a capital project. What are the first steps i should take? And the fundraisers will tell you you should secure a fraction of the money privately before going public. So, as an economist, i asked a simple question. Well, what is the optimal fraction? What i essentially found? Wass ah, bunch of anecdotes about what that fraction should be. For example, the fund-raising school recommended that forty to fifty percent of the goal should be pledged before the public campaign begins. Other hand books recommended figures between twenty and fifty percent. Right around the same time the university of wisconsin was building there. Cole center, which houses the basketball team in the hockey team. And what they had done in the quiet period is they’re gone out. And gathered twenty seven of their seventy two million dollar goal. So as you can see that the evidence is sort of scattered all over the place. And i simply asked, how do we know which fraction is correct? And very few people had actual scientific evidence to back up their claims that a certain fraction was actually the correct fraction to gather in private before going public. Okay, so he looks just exactly is i didn’t set up a direct mail solicitation, and i split ten thousand households into different buckets or different groups. In one group i advertised, we’re looking for money for our center for environmental policy analysis here at the university of central florida, and we already have ten percent of what we need. We already have that from an anonymous donor. If you know, another group of hall souls received a different kind of letter. It was identical in all respects, except it said that we already have thirty three percent of the of the goal. And another group received a letter that said, we have already saved sixty seven percent of the goal and then the fourth group, which is our control group received the letter. But there was no mention that we have received up front money. Okay? And so this was to our knowledge to your knowledge, is was the first scientific method rigorous test at least that you could find of different match is having an impact on thie outcome of giving? And what did you find that’s? Exactly, right. So what we found is that over that range from ten to sixty seven percent that the more you advertising seed money, the more gifts that you will receive. So in this particular study, what we’ve found was that most people gave and those who were going to give actually gave mohr so the more seed money you have, you wouldn’t do it more people to give and those people who would have given anyways they actually give mme or when you have ah hyre level of seed money. Okay, interesting. And so you did this work. University of central florida. You were then stolen away, recruited away to the university of chicago for more sophisticated work. E well, i don’t know about that, but, you know, there were a few stops in between. I ended up going to the university of arizona, and then from there, i went to the university of maryland and well, i was at the university of maryland. I spent a year working in the white house at the council of economic advisers, and then after that, i came here to chicago to get smarter. Okay, well, you work your way north from from two very south locations. Work your way to the northeast and then the frigid chicago area. We’re going to take a break right now, john, and when we come back, we’ll talk about that more sophisticated work and how it’ll applies to charitable giving. Stay with us. Talking alternative radio twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? Hi, i’m ricky keck, holistic nutrition and wellness consultant. If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s, six for six to eight, five, eight five eight eight initiate change and transform your life. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public lasts or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s, the hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back. We’re talking with professor john list from university of chicago about leading matching gift in your campaign. I have to send live listener love somebody, somebody in chicago was listening. John, you’ll be gratified to know that there’s a listener in chicago and it was very good. New bern, north carolina, bethlehem, pennsylvania and washington, new jersey live listener love going out also to taipei, taiwan and shang xero change china. I don’t know how to pronounce it. C h a n g s h z chung’s. We’re doing the best we can here. China s o tio taiwan and china ni hao. All right, professor john. Now that you’re at the university, your work has expanded and you’re doing work now with some pretty large charities. Want you describe that that’s, right? That’s. Right, tony, um, you know, after you established that upfront money is important, you can ask yourself, well, should we be using that money is simply an announcement like i did at the university of central florida? Or should we be using it as an announcement and is a match? So, for example, you could say an anonymous daughter just gave us one million. Dollars now we will use those funds is a match. So, for example, for every dollar that you give, we will match with a dollar of this donors. So we ended up taking that idea, which, of course, is a common idea in fund-raising to a simple, direct mail experiment with the sierra club of canada and what we were interested in there it was simply testing the idea of announcing money, which i did at the university of central florida campaign versus announcing money and using it as a one to one match. And what we found there again, we’re we’re sending out tens of thousands of letters two households essentially using the normal ask that the sierra club uses. But here some households receive a letter that has, for example, no mention of this upfront money and that’s, a control group. Other households received the match other households received. We have some money. But there is no match campaign. And what we found there is that again. Seed money works quite well. What i mean by seed money is that if you have up front money that’s very effective in generating people to give but the interesting thing there is that the one to one match worked about as well. Is the seed money treatment in both of them worked much better than the control group. Okay. Okay. Now, the one to one match. This is with the sierra club of canada. The one to one match, you said worked a little bit better than the leadership gift announcement. Actually, they were the leadership gift announcement. Worked slightly better, but they were okay, but they were statistically the same. If you look at them throughout statistical tests, they were about the same. Okay. Okay. And that was a one to one match. Now, what do we know about the what have you learned about the differences between different levels of match? One, two. One, two, one. One, two, two, etcetera. Exactly. You know, tony that’s a great question. Because that’s that’s clearly the next step in the research agenda. And when you look a man, i should have been a profess xero economics. I did well to carnegie mellon. I have no shot having gone there so way. Always have a spot here for you at the university. Thank you, thie that you know, you’re not the dean. Just need department chair. Well, no, i’m just a lowly department there. Department chair, while i’ll use you for my letter of recommendation. All right? Absolutely. Okay. What do we know about how these different levels of matching compare? Yeah. That’s a good question, because you know, the anecdotal evidence out in the field is that obviously a three to one match should work. A lot better than a one to one match in a three to one match, of course is, for every dollar that you give, the charity will match with three dollars and the one the one every dollar you give the charity will match with a dollar. But of course, when we went out to the literature, we could not find any scientific evidence that indeed a three. The one match was better than a one to one mad again. Just a lot of conventional wisdom. And this is the tradition. Absolutely. Okay, absolutely. Which, of course, drives an economics professor. Not what we don’t have any data or scientific evidence to back up that finding. All right. Here’s. Where we? Yeah, here’s. Where we part company c i should probably just settle for an honorary. Ph d from the university because it hasn’t driven me as nuts as it has you, but i’m glad it has go ahead. Absolutely so this time we teamed with the national liberal non-profit in the us, which does political and socially oriented work, and i have to be careful because i cannot mention the non-profit due to a non disclosure agreement that we made with them. But essentially the background is that every month they send about fifty thousand letters, too. They’re regular donors, and they asked them for money and essentially what we did is, again we put the households into different buckets or different groups. In one bucket, you had households that received a one to one match offer. In another group, households received a two to one match offer, and in a third group, households received a three to one match offer. And then, of course, we compare that to a fourth group, which is the control group, right? No match, no match at all, which they received, you know, a typical letter that says we’re looking for money to help the cause, so to speak. Okay, so what we found here is that if you just look at the data amongst those households that received a match offer versus those households that did not receive any match offer. You raise about nineteen percent more money in those matching treatments compared to the control group. Excellent. And the interesting part is that effect occurs entirely on what an economist calls the extensive margin. And what i mean by that is that nineteen percent occurs entirely because the response rate went up about twenty two percent. So more people decided to give. When there was a match available, they still gave the same amount per person. But more people give when there’s a match available. So so the effect is not because people are giving mohr, but because more people are giving exactly. And this. And then the level of giving doesn’t change among among all the people who give versus the control group that’s, right? So if you were going to give anyway, on average, you give the same amount. But you just get twenty two percent more people to give some money rather than give nothing. And is that impacted at all by the level of the match? Exactly. So the other finding that we that just jumps out at you in the data. Is that the three to one, the two to one and the one to one match groups perform identically. Are you sure about that, e? I mean, nasa has made mathematical errors, and they forgot to convert you forgot to convert fahrenheit into celsius or something like that. Are you sure about this? I mean, it happened, you know, if you hadn’t. If you haven’t double check your math, i’ll understand. But i’ll tell you what. I have double and triple checked my math, and i’ve also gone to other charities, and i’ve done the same kind of experiment with amnesty international with liar, a beat, a children’s hospital. And what we find over and over again is that having match dollars, really? That really matters a lot. But the size of the match does not matter. Ah, that’s. Very interesting. Very interesting. And contrary to all that conventional wisdom that we were talking about. Okay, so the one to one match pulls well, has has the same effect as the three to one match. Okay, if you’re sure okay, what about the one, two two or one two, three. Where? A dollar gets fifty cents or something like that or those types of matches exactly that’s very good questions. So we have now extended that original experiment all the way down on the other side, so we’ve looked at one to two and we have looked at one, two, three and again one, two, three and one, two, two are the same as one to one. So at least over the range that we’ve experimented with one toe, one all the way down to one, two, three and all the way up to three, two, one we find the same result that people give the same amount of money. Now, i think we need to take care here, because if we would go all the way, say, for example, to one to one hundred, if you give one hundred dollars, we will match with one dollars, i’m pretty sure that would not work very well, although that’s a gut feeling, so i i i i don’t want to break my own rules, right? Because that’s, just my intuition that suggests if you go that far, you can actually hurt your capital campaign, but i don’t have any empirical evidence for that okay, john list is the homer jay livingston, professor of economics and chair of the department at the university of chicago, and we’re talking mostly about his work through the science of philanthropy initiative at the university spy, which you’ll find at s p i hub dot or ge, and we’re going to talk about working with it’s by very shortly. All right, john. So now we don’t know one, two one, two a one hundred match that would i guess you would expect that to be different than a one to one match, but we don’t have any evidence of that, right? That’s correct. Okay. Do you plan to test a match that that that’s that largest to see if there where where the boundary is that the one to one effect breaks down? You know, i would love to. And just exactly as you mentioned. Always looking for partners to try ideas such as that one. And i think that’s exactly. The next step that the research will take is is where does the match the effectiveness of the match actually break down? I think it’s a great research question and one in which i do wish. To explore. Okay. Okay. Interesting. Now you have some evidence of how this works on ah, dahna ah, warm list versus a cold list. Why don’t you describe those and what? That what those outcomes are exactly. Exactly. So when we think about warm list, what? The way that we differentiate people in data sets is a warm list is a person who has given to our cause within the last three years. So if you’ve given ten dollars or ten million dollars within the last three years, we label you is a warm list person. Ah, cold list person is a person who has not given to our cause in the last three years. So that just gives you some definitions of the way that we think about cold lest versus warm list. Now you’re exactly right to pinpoint that feature in our data. What we find is that the cold less people are more influenced by the match, then the warm list people it’s. Not that the wordless people are not influenced by the match because indeed, warm, less people are influenced by the match. They’re just not as influenced as much. Is the coldness, people? Okay, okay. And they’re influenced in what way the proportion of giving is greater, right? Because we’re talking about more people giving not people giving mohr money exactly it’s exactly proportion all about the number ofthe coldness people who give above and beyond the number of coldness people who give in the control group. Okay, okay. Interesting. All right, let’s, move to. Well, let’s, let’s spend a little time talking about the partnership. We have more to talk about your research in terms of leadership gifts. We’ve just been talking about matching gifts, but you’re you’re actively looking for charity partners to work with, right? Absolutely. So, you know, we’ve just we’ve just begun. We’ve just started spy hub dot org’s is you mentioned earlier, and even though my own research, i’ve been doing work in philanthropy now, since nineteen ninety eight, we have just received a very generous grant from the john templeton foundation that allows us more opportunities and more time toe work with those charities out there who are interested in partnering with us. Remember, you’re gonna have to put up with our craziness because we’re academics. We have crazy ideas. Yeah, you should see your listeners if you go to my block. You’ll see you’ll see john’s, head shot and there’s all kinds of mathematical equations behind him on a blot on a blackboard. There’s, not even a whiteboard. I was surprised i would have thought for sure university chicago would be using whiteboard technology, but not in your classroom anyway. Unless it’s an old photo it’s it’s chalk on a blackboard and you have the and use lambda in your and some of your equations that would know lambda always scared me as i was as i was doing economics, studying econometrics and regression analysis. I don’t know why just lambda lambda just seems intimidating to me lambda i don’t know a couple of lamb does behind so yeah, i looked at your picture way linda brings up everybody still old school here. I’m sitting in my office right now and i actually have a blackboard in my office which has lambda written on it. You do see that’s? Why i’m getting a bad vibe going toe. I want to bring out the love cristal here. Couple of a couple of shows ago someone held the crystal court’s love krystal i’m getting a bad vibe till and it’s a lambda thing for me? I don’t know why i just since my econometrics days, lam does giving me trouble. All right, we have just a couple minutes before break. So let’s, keep talking about eso charities. Should charities that are interested in putting up with you go to s p i hub dot or gq? Or how do they get information? That’s, right? I think that’s a good spot to go to or, you know, you can actually google me if you google john list. You know, i promise you i’m not the mass murder. That guy will come up first. I’ll probably come up second. Zoho is there one of those? Okay, yeah. You know, john list is a very unfortunate name, but, you know, my email address you can email me here at the university of chicago, it’s jade list at u chicago daddy to you. And, you know, we can begin discussions about forming a partnership. Our bottom line is this we don’t charge for what we do, but what we expect is that we can use the data that is generated from the cause you know, from the telephone or the direct mailer or the or the banquet that we could actually use those data when we write academic papers or we do radio interviews or television interviews. And what have you that that’s, really, the only cost is that you allow us to work with the data and pushed the knowledge frontier in this particular sector, because that’s, really what we’re in it for, we’re not in it to make money ourselves way really want the sector to undergo a scientific revolution, because we believe so strongly in this sector. Okay, on dh, this can be done anonymously, right? The charity name doesn’t have to be in your research. Okay, absolutely. All right, we’re gonna take a break, and professor list stays with me, and i hope that you do, too. Co-branding dick, dick tooting. Good ending. Ding ding. You’re listening to the talking alternate network e-giving. E-giving you get it, are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you. Hi, i’m lost him a role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Hi, i’m bill mcginley, president, ceo of the association for healthcare philanthropy. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. I got more live listener love of going abroad. Taipei, taiwan. Ni hao, seoul, korea. Anya haserot, valencia, spain. Ola and who? Nador a romania i don’t know how to say hello, but i’ve been in your neighborhood. I’ve been to moldova. I spent a week in moldova a few years ago. Okay? Professor list way told charities how they can get involved with you. Let’s, move to your research on leadership gif ts what was that about? So? So what the leadership gives essentially are about is that if you receive upfront money, there are many different ways to use that up front money. You can simply announce it is we did at the university of central florida. You can use it as a matching gift. Is we just talked about, or you can use it, for example, for small gifts. You know, small daughter gets teo to give to people who actually give to your cause. Or you can actually use it for lottery prizes. If you wanted teo to link people’s contributions to a possibility, tto win a large prize. Those are other ways in which you could use upfront money as well. Okay. Interesting. Yeah, go. Ahead what we’ve been finding is that if you actually link the donation to ah probability of winning a prize that you khun considerably increased giving rates, in fact, is much is one hundred percent, and most of that result is actually on again the extensive margin more people are giving when they have a chance to win a prize. Okay, um, and how does how does this type of e-giving compare with the one to one match? You know, this type of giving is in the range of a one to one match. So if your ah, if you’re thinking about going out and using up front money, what we’ve been finding is that a one to one match works about as well is ah, lottery where you where you give away a large prize, say a thousand dollars to one of the donors it works about equally as well as a one to one match. Okay. Okay. Um, these are too different types of inducements. This is interesting. Is that the, uh one to one match is conditional on the person giving and the the other is not it’s it’s. Definitely. What? Why that? What is that difference? Mean, exactly. So what we’ve been finding you pinpointed a very important fact in our data is that on the one case one to one match, those dollars essentially are conditional in the sense that you have to give one hundred dollars to have the anonymous donor gives one hundred dollars. We’re a leadership gift is essentially the the lead daughter giving money that’s unconditional. So what we’ve been finding is that that unconditional gift tends to be slightly stronger, a slightly stronger signal to donors. Then the match gift is, and we think that’s because the signaling value off that gift and what i mean by signaling value is this anonymous donor probably knows mohr information about the charitable cause than i do. So if i see her giving a large amount of money for the cause, that sends a signal to me that charitable dr is a good one. It’s a good signal of charitable quality, that’s what our data points to time in and time again, that the leadership, a gift is a very important signal of the quality of the charitable dr. Okay, okay. Let’s, i want to talk a little about what you’re what you’re doing next. You have some interesting research that you’re working on your next project, the one one and done right? Yeah, right, please. Yeah, that’s good that you bring that up because this is a project that right now has a lot of my attention, and this is a project that we’ve worked in partnership with smile train so smile train is a wonderful organization that takes care of cleft palates of of the youth overseas, so they send doctors overseas to take care of this very dreaded birth defect. And with them, we’ve developed a program which we call once and done and essentially it’s a direct mail solicitation. But within that direct mail solicitation, it says, give now and we will never bother you again if you check this box. John, we have just a minute left. Give, tell us briefly what? What? The impact of that is sure what we’ve been finding we’ve sent to about eight hundred thousand people in what we’ve been fighting is that if you use once and done, you can raise about three times more money, then you can with the control group onley thirty four percent of the people will actually check the box. And when you look into the future, you don’t actually lose donors. You raised just as much money in the future. Is you raised from the control group in the once and done group. So, in essence, you raised about three times more money in the initial mailer, and it does not compromise future fundez from those people. Okay, we have to sort of leave it there. I think you should call it one and done, though not once. And done. You’re missing the good alliteration opportunity wanted done. No one gift. And you’re done. Remember how many economists not an english professor? Would you go for the goal for the liberation? I don’t have more punch one and done. I think you should rename it one and done. But obviously, the impact on the outcome is what’s. More important, jonathan. Thank you very much for being a guest. Thank you very much. I look forward to talking to you soon. Tony. My pleasure. John list, chair of the department of economics at the university of chicago. You confined him at s p i hub. Dot org’s, spy hub dot or ge and he and i will be in touch to schedule the date for my honorary ph d ceremony. I have to do tony’s take too, because i want to keep john on, so i put that off a little bit it’s the five hundred stars campaign very, very simple. We’re trying to get one hundred five star ratings for the show it’s already having an impact, the show is trending it’s in category called what’s hot in non-profits on itunes and also in government and organizations on itunes s o you’re having an impact, i’d be grateful if we could just get to the get even more get to that goal of one hundred five star ratings. We start at non-profit radio dot net and then click view in itunes and that’s all explained more on my blogged at tony martignetti dot com, and that is the tonys. Take two for friday, february eighth, which is the sixth show of this year now i have for you ah pre recorded interview from bb khan twenty twelve last year. Chuck longfield, the chief scientist there at blackbaud and our subject was matching corporate gif. Ts hears that. Welcome to tony martignetti non-profit radio coverage of b become twenty twelve blackbaud conference where outside washington dc gaylord convention center with me now is chuck longfield trick is chief scientist blackbaud chuck. Welcome. Thank you. Nice to be here. It’s a pleasure to have things very much. Your session topic yesterday was don’t leave money on the table. Ten proven practices for success with magic gift let’s start with a very basic why shoot a charity spent time with matching gives his reforms there’s compliance is going to be back and forth with companies. Why is this worth it? I’m currently about a little over a billion dollars a year is given by corporations to matching gets about one point four billion dollars it’s about twenty thousand companies in america that will match their gifts, about half of the fortune five hundred have matching gifts, they’ll match donations, and a number of them will also match volunteer hours. So, for example, if you volunteer at a non-profit you work for microsoft, they’ll actually pay you fourteen dollars for every hour that you don’t pay the non-profit fourteen dollars for every hour they volunteer and some companies if you give them a thousand dollar donation or one hundred dollar donation, they’ll match it. Oneto one, two to one, three to one. So it’s in a sense, it’s kind of newfound money caused fund-raising isn’t all that high. There are some compliance issues and paper forms and such but that’s getting easier. So in general there’s there’s a big opportunity and i’ve done a lot of research that has shown that most companies are not doing nearly enough in this area and they could be substantially increasing their revenue several percent if they pursue some of these practices. How recent is the bee in person volunteer time it’s been a mean it’s been in place for a while now. It’s a relatively new thing but it’s it’s been in place for a while. Okay, so it’s worth the small administrative time that’s right in the past. The way the process worked was the employee was encouraged to go to the hr department. More recently go to the internet at their company. Get a form. Fill out the form. Send it into the non-profit. Non-profit indicates that they indeed got the donation. They send it on to the company. The company over time has been outsourcing this to other companies to do the paperwork. So it’s actually been someone burned some authority, but the internet and a lot of links now have made this easier. So most employees now just encouraged to go to a a site. They could indicate that they made this donation and the paperwork is all done. So, for example, there’s, a company in new jersey that j k group that works with many of the fortune five hundred companies, and they have a website called easy match and you use easy match the processing for the nonprofit for the employees, for the corporations made much easier. Okay, e-giving listen, is the name of that company one more time? The company actually is kind of in the background, but their website is called easy match zizi match daikon. No, i’m sorry. E a s y m a c h dot com. Okay, hyre so what was what was the first piece of advice that you shared on building this magic gift? So one of the pieces of advice which actually wasn’t the first, but i’ll start with it is the benchmark with against your peers. So in different organizations, latto have different resources, there are organizations that have probably like yours that that i realize a greater percentage of matching gift dollars, and so when you’re actually looking at the opportunity. So for example, if your university, there were many universities, now that a matching five, six, seven percent of the total revenue with matching gifts. So if you’re doing one percent in your university, you’d say, well, how are they getting five percent to finally get one percent? If you are a public broadcasting station, good public broadcasting stations, air getting three or four percent, most public broadcasting stations are getting well under one percent so they can look at their numbers and they say, well, why am i not getting three or four percent? So it’s a good way by benchmark king first to quantify the game that you might realize really, it does vary considerably. Sounds like across different charitable vision. Well, it doesn’t, and in fact, the public broadcasting stations could probably achieve five, six, seven percent that they would need to actually start doing some of the things that comes more easily to a university, like knowing where their people work so university can collect that more easily. Where’s, the public broadcasting station might have more trouble finding out that you work for ibm, but but still the real issue is that if you know how well some of your better peers are performing, you can actually estimate what how much money is at stake for you. And then the actual practices are relatively easy. I joked in my presentation that there’s a surgeon, a tool go on, they wrote a great book called checklist manifesto, and he pointed out in the book that if doctors washed their hands, they would get ten thousand fewer patients a year would die of infections, and book doctors don’t always wash their hands. In fact, the substantial number don’t well, then matching gifts. The analogy is that if you want substantially more matching gift dollars, all you have to do is remember who matched last year and remind them when they give this year to match again. So it’s, not rocket science. But if you do it, you actually would boost your matching gets there’s a few practices like that that are relatively straight forward, okay. You’re listening to the talking alternative network. Duitz are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Before we go back to the rest of the interview, we gotta send live listener love to estero, florida and new york, new york, new york, new york finally where you guys been? Okay, here’s, the rest of the chuck longfield interview my share, another short, simple fun i could find simple and fun that’s, right? So another one is is that a lot of people now moving, too websites to make donations it’s relatively easy to but on your website another line which says that if you work for a matching gift company, please match and you can actually hyper link it to the list of matching cos the twenty thousand companies so somebody, if they do work, they can click, they can look up apple computer, they click on apple computer indicate that they work for apple and the process can begin. And in fact, with somebody like apple, the next thing you’ll be directed to do is click on easy match and the process basically would be finished. Type in your employee i d number indicate that you made the gift and be off. Is that a list of twenty thousand proprietary? You have to be working. With a company to be ableto hyperlink super vis, yes, it’s actually it’s a very low cost and smith it’s made available by two companies, blackbaud is one kapin is and now the gp is another, and it costs about a thousand dollars to license the soft with the list of companies and an awful lot of companies already licensed. It put it on their website, but yes, a small and midsize non-profit that’s not doing that should do it because it’s relatively easy, and then the donor is self serving, servicing themselves, they’re indicating it moving on got another like he’s fun. Well, another one is, is that if you’re a regional non-profit so say europe non-profit in the houston market, houston, texas market and exxon mobil is a big employer in your market, or if you’re a bank of america and urine that their market, you can actually get their blank form. And if you know some of your employees work for exxon mobil, when you thank them, you can actually just send them the form or send them an email hyper linked directly to the exxon mobil website so they could go on, make a donation and it’s relatively easy to determine that some of these people work for exxon because they might already have volunteered their email address and their email address might be chuck it exxon dot com really pretty simple research making it so much easier for the donor hyre that’s correct. And in fact, if you look at the university’s universities that are getting this five, six, seven percent more money aren’t doing anything more than these basics, plus making sure they find out where you work. Okay, what our strategy for finding out where you work, we mention public radio probably doesn’t know that how can i help the small net size shop get that information? So probably the best way is, is that if you’re doing phone of john’s or any type of telemarketing speaking with your donors, so for example, in public broadcasting, they have pledge drives when the person calls it in pledges, you simply ask one more question, where do you work on whether your company matches and you’re off and running? If you do telemarketing you, khun called sometimes organizations calling thank their donors and you think you could ask him if they work for matching company? You can buy this data from song third party vendors. That source isn’t so great yet that that there isn’t really an easy way to give them a list of your donors and for a third party to actually tell you where they worked. But those companies are trying to get better at that. Linked in, obviously, is a celestine, so sometimes you can simply go online, and what a small and mid sized non-profit could be encouraged to do is just go online and look up your major donors. You’re bigger donorsearch sabat e-giving five hundred thousand dollars. Type them into lincoln, see if you can find out where they work it it’s, a matching company pursuit for a matching gift. So i made you die aggressive, too easy and fun. Are there other strategies? Wanna share that geever topic you’re talking about? No, you know, actually, i think the ironic thing about many of these things is that they’re actually relatively straightforward, you know, one of the things that is more complex and could actually make it easier, but easy matches is kind of doing away with it is some organizations can actually take the form, fill it out, fly you send it to you and all you have to do it, sign it and send it back in. And if you’re a national non-profit that’s hard because there’s so many matching gift forms, but it turns out in most cities in america, major cities, three of four, five companies represent eighty percent of the matching gifts in that area. So in many cases, you don’t have to work that hard for it. One other thing you could do, which is probably true of a small kruckel organization. That’s, right? That’s, right, it’s just, you know, most of the money is coming from the big employers in town. Now, one of the other things you could do which is kind of a clever thing, is that say, you know, you have a lot of people who work for a company and it doesn’t match gifts, but you may have twenty or thirty employees that worked for that company. What some people have found success in is actually just making a list of those thirty people are and going and visiting the company in their corporate relations and talking to them about what would you make a donation to us either because you’ll match your employees gifts or you’ll just make a donation, advertise it and you’ll know thirty of your employees is gonna be thrilled because they support the organization as well. And so it’s another way to engage companies and promoted and again universities have gotten very good at that practice is well and end up pursuing people. You have just about two more minutes. Okay, what else? I’m just gonna throw it out. What else would like to share around? Pretty simple teo to build scale? Yeah, that’s e-giving dahna well, the one thing thiss isn’t the technique, but just to show the opportunity when i said that there’s one point four billion dollars donated that’s about ten percent of corporate philanthropy, so corporations make many other donations to non-profits, but about ten percent of it is matching gift contributions. One point four billion that is less than, and in most cases fairly well, less than one percent off. When i said that there’s a five to seven percent opportunity and so there’s tremendous room toe actually raise total corporate philanthropy, matching of france will be by a billion. Two billion dollars. I had a question this morning about what that actually leads corporations to cut back on their match and give program, if all of a sudden what people were doing it. And i’ve talked to people both work in the company’s as well as other knowledgeable people. And they joked that it’s still such a small toe, a percentage of total corporate philanthropy that we could easily double it, and the corporations really wouldn’t block at it. So why definitely encourage non-profits to go after this money, and i think it will be there. Let’s, take that rationalization off the table. You’ll end up cutting us back if we do more often. Hm. Chuck longfield is it is chief scientist, scientist for blackbaud. Thank you very much. Thank you very much for spending time. Pleasure. Thankyou, tony. Pleasure. Thank you. Tony martignetti non-profit radio coverage becomes twenty twelve. My thanks. Also to the people at blackbaud who supported me when i was there for their october twenty twelve conference. Thanks also to john list and eating. Debray is who works at the university and helped with all the logistics of getting professor list as a guest. And on the phone next week. Marcia stop panic is an adviser to the new york university heimans center for philanthropy. And she was the founding editor of contribute magazine. We’ll talk about the role of women in philanthropy. I’m calling it some raise money. Some raise hell. And amy sample ward, our social media scientist. Little bit of a hell raiser herself, i would say although she’s afraid of alligators. She’s coming back. Amy will be with us next week. More live listener love atlanta, georgia and columbia, missouri. Welcome live listener love to you in georgia and missouri. The five hundred stars campaign. I think i’ve mentioned it once or twice. Please go to non-profit radio dot net, click view in itunes rate the show. Go now, go right now before you forget. Thank you, and thank you for as far as we’ve gotten so far, more than doubled the number of ratings on itunes. Thank you for that. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer, shows social media is regina walton of organic social media, and the remote producer of tony martignetti non-profit radio is john federico of the new rules ivory. Much hope that you will be with me next friday at talking alternative dot com. That’ll be friday, one to two p, m eastern. Hyre dahna i didn’t think that shooting. Good ending. You’re listening to the talking, alternate network, get anything. Think. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co, parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight one eight three that’s two one two seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com we look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over in tow. No more it’s time. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to go what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com everytime was a great place to visit for both entertainment and education listening tuesday nights. Nine to eleven. It will make you smarter. Talking dot com.