All posts by Tony Martignetti

Nonprofit Radio, February 1, 2013: IA and UX: Information Architecture and User Experience & Tech Trends

Big Nonprofit Ideas for the Other 95%

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Tony’s Guests:

Lacey Kruger,  Misty McLaughlin, and me
Lacey Kruger, Misty McLaughlin, and me
Lacey Kruger & Misty McLaughlin: IA & UX: Information Architecture & User Experience

Lacey Kruger, lead information architect at Blackbaud, and Misty McLaughlin, the company’s principal user experience consultant, have lots of ideas to help you design your online properties for success, so visitors return and supporters stay engaged. Recorded at Blackbaud’s bbcon conference last October.

 

 

Scott Koegler
Scott Koegler: Tech Trends

Scott Koegler, our tech contributor and the editor of Nonprofit Technology News, tells how he sees nonprofits using computing to fulfill unique needs; engage through social networks; and customize their own computing.
 
 

 


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Dahna hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent, i’m your aptly named host it’s february first twenty thirteen we have the campaign for five hundred stars going on, i want to mention it now mentioned also at tony’s take two if you go to my blogged twenty martignetti dot com, you’ll see the campaign video you’ll see the rationale laid out it is basically to extend the reach of the show so that mohr charities khun benefit as i picked the experts, brains were trying to get one hundred ratings on itunes, and hopefully they’ll be five stars. There’s your five hundred stars campaign, please rate the show in itunes. Oh, i hope you were with me last week. I’d be mortified to learn that you had missed grantwriting revealed iana jane hoexter was with me for the hour, she’s, the author of grantwriting, revealed twenty five experts share their art, science and secrets. We talked about researching relationship building, writing and why you can’t polish a turd this week, i and you ex information architecture er and user experience. Lacey kruger lied information architect at blackbaud and misty mclaughlin the company’s principal user experience consultant have lots of ideas to help you design your online properties for success, so visitors return and supporters stay engaged that was recorded at blackbaud sze be picon conference last october and tech trends. Scott koegler, our tech contributor and the editor of non-profit technology news, tells how he sees non-profits using computing to fulfill unique needs, engaged through social networks and customize their own computing. And as i said on tony’s, take two between the guests, the five hundred stars campaign. Right now, i have the audio from my interview at the blackboard conference, and the subject is information architecture and user experience. Here’s that interview. Welcome to tony martignetti non-profit radio coverage of pecan twenty twelve. We’re outside washington d c at the gaylord convention center. My guests now are misting maclachlan she’s, principal user experience consultant at blackbaud and lisa kruger. I need information. Architect at blackboard. Ladies. Welcome. Thank you. Like it’s. A pleasure to have you both. Lacey, i have to ask you, what does a lead information architect do for a big company like blackbaud? I work with non-profit clients of all shapes and sizes at two. Really? Follow-up help create a intuitive structure for their content, so organizing the information they present on the website in a way that people that are using the website can understand it. Okay? And that really is sort of the definition of information architecture is this putting content together so that it’s argast to itiveness usable use your friendly all concerned about the user experience, right? It’s a it’s, a blueprint for a non line experience so it’s the structure of the information okay? And you’re topic that we’re talking about is getting your priorities straight. A guide to successful information architecture, misty let’s. See what? What’s the what’s the first idea that you have around information architectural start basic and we’re built for move up. Excellent. All right, so in my presentation, i outlined sort of a top ten list, like any good late night talk show host, anything that you can be doing, things that non-profits typically get wrong on websites, and i would say almost everything on my list more than half of the non-profits that we work with just get it wrong. So the number one thing that that i would say most non-cash labbate fail at and that’s, the most important online for kind of creating an effective experience for bringing people in and getting people to stay on their website, is articulating their mission in a really short, compelling, concise way that’s almost of the level of the vision of the organization. It’s, what is the social problem that we’re trying to address and what is our particular impact or approach on the world? Hyre we responding to that? What charity is doing wrong around around this? Well, typically, organizations have their mission. They know what their mission is. They want a present too much so they either air on the side of your five senses from my annual report, i’m going to put that right on my home page, which no one can read it super text heavy it boggs people down, people just don’t even see it or they just go for a tagline that might be cute, but it doesn’t. It doesn’t really talk about what the organization is doing, how they’re changing the world so particularly a new visitor coming into a website, they just can’t figure out if they’ve landed in the right place. People just lose tons of new traffic because they’re really true. You are the right size. They’re not even shit. Well, they mate, they made sort of think ellery, this organization has something to do with what i’m after, but it doesn’t seem like they’re really kind of making an impact or this isn’t necessarily the cause that i want to learn more about. I want to support so a lot of the time, if somebody’s coming to you through a google search, you don’t clearly articulate your mission. Just don’t get another chance, lacey. Now, in the last last session, i just learned like boxes. Sure, you both know, like, is this appropriate for for a light box on? Why don’t you explain it like boxes? Because everyone listening to this may not have heard the others weinger light boxes. This is totally just a neophyte question is a light box an appropriate place for you’re it’s, ice efficient state after you tell us what? Like boxes. Okay, so light boxes. It’s. Kind of a non obtrusive papa buy-in. It allows the user to see the content behind the papa. So it interrupts the experience with the message that the organization wants to get across. But you can still visualize what? Behind the message. So it’s really easy. Tio, click out of it and dismiss the message. A shaded bok’s ship you could see behind. Exactly. Yeah, my ideal fight question is, is that is that compelling? Is that compelling enough for light box? Having this concise, efficient, i would not suggest it. I think a lightbox a better use for a light box is something that has a specific action. You want users to take something like donate now or you take action or fill out this form or something. And with learning about the organization learning about their mission you really want them to explore. And, you know, click around and read different stories. You have, you know, it’s not just one thing. It’s it’s. A multitude of different inputs experience so it’s okay, if people have to click to find concise mission statement mr was talking about he used you said he wasn’t such a deal. Fight question. Maybe it’s important enough that it rises to the level of light box. But i understand it does well, where should it be? It should be something that comes across in the home page. So one of the things that we do is is way gauge a user’s reaction to the home page. So we show a home page to a user. This is a usability test. We show them the home page, and we say, what adjectives would you use to describe this page? And if those adjectives match your organization’s mission and your messaging, then you’re in good shape. But oftentimes they don’t that’s a basically a focus group for the home it’s. A usable yeah, basically it’s, a usability test, and you can do it online. So it’s, really quick, and you don’t have to get people all in the room together. That sounds a little sophisticated, but a small and midsize charity could probably do something like that. Maybe in a board meeting or a maybe they do host a little event or something like that if they don’t have in other words, if they don’t have the wherewithal to create something online. Is that is this doable in our little round table or something? Sure, another great place, great free place to get input from your users is your social media channels, so you could you could publish, you can publish a test like this for free online, and you can post a link to it on facebook or twitter and then people that are following you there can that conflict to it? Doesn’t your users so it’s a great freeway to recruit people to help? Okay, this deal will come back. You know the number to now. I know you don’t listen, do you know the same number ten? But mr knows it’s a top ten list presley roughly. Yeah. So what’s your throne. Another one. Whether whether it’s number two or not. Well well, never. Alright s o a few others but i think are worth mentioning. Wanna? Storytelling. One of the most important things in an organization could do is both tell and show the impact of its mission. So showing can happen in a couple of different forms, something like an infographic. We’re showing a few key statistics for those kind of analytical thinkers. Those people who are considering making an investment in the organization who want to know what kind of an impact you’re having. Something like an infographic on the home page that says we provide vaccination for fifty percent of the world’s children. That something unicef does powerful number that can visually represent that, in a way. That’s, really compelling talking alternative radio twenty four hours a day. 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 to one eight, one eight, three that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. 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 answer. 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 but they also do well, is they do this sort of show and tell of an individual who’s really being helped look at this two year old to receiving vaccinations and how it changed his family’s life, how it’s extended his life span, that kind of story telling us something that non-profits often don’t do. And when lacey and i talked to our guy notations and we actually go out and talk to their audience, the number one thing that people say they want more of universally stories, it’s stories that helped him get a feel for the emotional impact of the organization and make them connect to it. What are some of the best ways of telling these stories? Well, personal profiles are one way, and the organization could really kind of find a few kind of two faces and a few key stories. Another great way is actually to get people whose lives have been transformed to tell their own story and that’s. One of the ways the web is really powerful, that you can really solicit content from people who were personally involved are helped by the organization and get them to tell the story of what? Happened? How their life has changed as a result of it. Lacey telling it in what format? A week. Talking about video or its print or it’s all these or what? Video video is a great option. I think i think it’s important to have the text as well. The text as the substance of the story, but video. You know, if you have some video testimonials, those can be very powerful tools you do need you do need something to draw somebody and to make them want to watch the video. So it’s kind of a lot to ask for somebody to click and watch an entire video about something. But if you give them a preview of it and make them, you know, compelled toe watch it than video would be a great way to tell the full story. Do you have a place around? How long? Something like this should be a way to talk about drink this two or three minutes too? Increase the viewers or fifteen, ten, fifteen minutes? Yeah, i mean, i was short is better. Our attention spans are not what they used to be. So shorter is always better, i think. All right, so another, aside from sharing impact and outcomes, vividly least he wanted to give us another another idea around information architecture. So one idea that that we see a lot of is organizations that structure their content like their organization and structure so they, you know, they organize it by department four in-kind, you know, a different division that the organization works with, and while that makes a lot of sense to the organization and they can each kind of own a section of the website, it doesn’t make sense for their users. You know, i don’t know what your marketing department does versus your fund-raising department and i don’t i don’t really care, i just care kind of what are you doing on the ground? So i think i think, you know, using structures and labels that resonate with your users and not not necessarily your internal stakeholders users need to come first in their perspective, okay, how do we figure out how are users are thinking about our organization? Information should be yours, there’s various ways to research that on there’s some low cost ways. We’ve talked about smaller non-profit so i’m just talking to people. And asking them kind of what they think. There’s a there’s, a research technique called card sorting that you can present teo users a basically a set of cards with kant, the types of content you offer so these stories would be one of them, you know, news articles would be another one, events would be another one, and then you ask them to group things to group the content, according tto what makes sense to them, and then you can use that to really guide this structure of your website. Okay, is that where you want to say about that? Argast there are a ton of using research methods, and i think that this kind of gets to the heart of what user experience is, which is that we really take the approach that an organization has goals they want to achieve online, but the only way they’re going to do that is if they begin from the place of their audience. So they really research and map out and understand who these folks are. Lacey and i often develop personas, which are kind of detailed portrait of the major audience groups that our organization is trying to reach. Online or offline? And try to really understand what it is that’s driving and motivating that particular type of person and that tell me, organize content, we create an experience, okay, let’s, talk about it. This is interesting personas are hypothetical ideal oppcoll what do you know about these? Look what you create about. So we really try and make that a storytelling exercise, which is a demographic information with kind of fundamental it’s also attitudes, motivations, perceptions, behavior, schools, it’s sort of all the reasons that someone might be seeking out your organization, or that you might be trying to get them to be aware of who you are so they can also be aspirational. It doesn’t have to just be people that you’re reaching today, it could be people that you’re really trying to seek, but you failed to be able to connect with well, what’s great about personas is that they give you a framework kind of strategic, audience oriented framework as an organization to get your marketing department on your fund-raising department and your programs, folks all organized around the same type of folks, so that not just your website but you’re offline communications your email. Marketing their social media presence all of that is organized around this theme for audience groups it’s a really good internal tool for building consensus and getting people on the same page. Excellent. And i want to remind listeners that i had a guest. James is your tronvig group his work is around marketing. I talked a lot about building these personas also to some live in unconference i don’t remember the date of that show can can access it, but look for james on the block search for him as a guest, fine, very similar conversation, what we’re talking about right now creating these hypothetical personas, and he talked a lot about involving the board yes, especially in the aspirational persona, anything anything you want to add in that respect so it’s part of our process is that we begin with stakeholders, and we like to begin from the kind of all the way from the bottom, all the way to the top of the organization and everything so board is really critical, particularly board, because they removed from the day to day operations of the organization a lot of the time. But then the web folks with customer support people who answered the phone and they hear the kinds of complaints, but they really know who these folks are because they’re talking to them. So really at all levels of the organization trying to get stakeholder employed and then help people to kind of organize around these personas, including the board, because it can really shape the board’s vision of who you’re going after. Khun really molded it could be a tool for getting boardmember all on the same page with each other. Hoexter lacey let’s, go, teo. Another another good practices. Wait. Let me ask you for that either of you, major in information architecture is is such a major where? Yes, i am saying yes to you might not believe it, but i have a master’s degree and information architecture and usability. Okay. Yes. So there is a program out there in the online world. And i’ll just say it comes from the discipline of information science. So that’s, you know, organizing libraries, organizing videogames, organizing any place that’s an information or an interactive space. These kinds of principles apply. You could really learn a lot there. So that’s, the kind of background that i come from lacey comes from an interactive advertising backgrounds second, tell us where your master’s degree program hey, someone’s grief, they’re interested in such a degree. University of texas school of information how did you become an information architect? So i was an advertising major at the university of texas, and they had an interactive advertising sequence that was just a special series of classes that i took. And so that was the beginning, and then i did, you know, i worked in an ad agency for a while and then moved into the non-profit space that khun vo and and really worked with misty teo, develop our methodology around design and really dive into the information architecture. So anything so it was a slow transition on when i graduated in college in interactive was so new that there weren’t really information architects. So as soon as that niche kind of created itself, i found that that was where my home was. That was where i was meant to be. So i fear that all these years i’ve been mispronouncing the name of your former company convoy, and he wasn’t wrong via can be another reason it’s convenio and not cardio. It’s a schwab. They go back like fourth grade english and my homeroom teacher talking, you know, like more than a second green. So suave officials have you? Yes, i think that people sometimes go for they reach for convict. And so con vo seems like a natural stress, but actually in english. Apparently i’m married to a linguist way. Put the stress on the second to the last syllable in many cases. S o convene. Okay, that would be the italian pronunciation to yeah, very common with italians. Have accent on the second last that’s, right. And so in latin. Convenio means with vision and that’s where the name came from that’s how the founder information architect married to a witness. It’s true snusz lisa let’s. Talk about another. Another good practice in information architecture s o so one of the ones that comes to mind is creating a visual hierarchy. So on your home specifically one identify what the key points, the key messages you want to convey. So, like misty talked about earlier, your mission and vision should be number one on that there’s also, probably some actions that you wantto encourage from your home page. So i think that having a visual hierarchy that it’s basically a design principle that ensures that the big key salient points are what stands out visually on the page so they might be, you know, a different color, they might just be a graphic on next ism text, but the visual hyre he is what conveys to users look at me first, look at me. Second, intel is that kind of guys there experience around a page, okay? And you would develop that screw you users talking to users about how they are going through your sight versus how you’d like them to be going through your sight, or or do you do it more based around the way they’re doing so, whether you want them to or not? So the the inputs are both from the users and from the stakeholders. So our job as information architects is really to combine those two sometimes distinct set of needs, so the stakeholders wanted communicate x, y and z and the users are looking for, you know, a b and c and so it’s it’s a meshing together of those two things that that designates what the visual hierarchy should be. And that that’s sometimes a balancing act, but usually usually stakeholder messaging. What the organization wants to convey kind of comes first because it’s like this, this is what we want you to get across. Can i add one thing there? No dahna wrapped it up. It was perfect that your colleague is given insufficient explanation is that way work together a lot. So we tend to tag team this morning because of course, you’re welcome way often use web analytics data, i think one thing that’s hard, right? If you talk to people, people can often describe their attitudes and their motivations, but they don’t really know what they’re behaviors are there just sort of predicting? I think i would act like this. So analytics data is a really great kind of hard metric sort of way to look at trends and how people use an information structure, a website. What do they really interact with? What are they seeing? What are they not even saying so a lot of the time, you know, the kind of piece of this that we can bring in addition to research we really do with the audience surveys, that sort of thing. Is a really behavioral picture of how people are using the site, and that helps to really inform ways that we think people will use it what we can do with it. Okay, what are some of the ways that we influence? How they move through the site because it is simple is fun size? Lacey mentioned color it is simple in these things visual priority top to bottom orientation. Navigation is obviously the primary tool that people used to traverse when they’re really looking for something to move in and out of a website, you can do a lot that’s really powerful with having really strong navigation devices, um, and then they’re just a variety of ways that we can provide pathways into the content so you can throw all your content up there, and some people think that’s the solution that more is better, lacey and i really take the approach that more, more is not necessarily better if you have a ton of content, what you’re trying to do is move people strategically down paths towards the content that they’re looking for and that helping a lot of klicks is not necessarily a bad thing, but that used to be kind of the common wisdom with the web no clicks, you know, you really want people to get everything from the home page, but actually what people want is to feel like they’re on a journey towards the thing that they’re looking for, that they’re making progress, and if you can help them do that, they don’t actually mind moving around to find the thing that they want. Ladies, i’m going to guess that you have a lot of frustration as you you navigate the web, whether it’s, charitable or run or you’re not charitable sizing goto, who means a lot of frustration, there’s frustration, but there’s also a lot of inspiration. Um, i would say, you know, i didn’t major in information architecture, er and the majority of my training and education about this has been my own experiences online, so i learned a lot from other sides, you know, when i’m looking for something on amazon dot com and i confined it like that that’s something that i’ll take with me in translate to what we’re working on. So there’s good and bad there’s definitely some poor experiences out there, but there are good ones. Too wanted to share. What is it you love about information? Architecture works. I would say it’s very creative without being visual you create on it allows me to really kind of use my let to think about how things should be organized. And, um, you know, the graphic design part of it is is very important. But i think separating the information side of it from the graphic side of it allows for a bigger picture and allows for a cleaner in solution. And i think there’s also just so many facets to information architecture’s. So we designed the navigation structures and the way the continent looks on the page. But we also designed back in data structures and how a gn administrator would put the content into the system. So it’s just a big universe of on a different types of work. And it keeps things interesting and dynamic all the time about you. What i love about this work, we just have a couple of seconds. Yes. So i would say good idea is like a good therapist. But it anticipates your needs before you even know that you have them sometimes that it gives you something. That you may not be able to get anywhere else. And then it sort of satisfies you in a way that keeps you coming back again and again. So i like helping people get what they want and get their needs. Recession was getting your priority. Street guy, too successful. Information architecture. Christine mclaughlin is principal user experience consultant. Blackbaud and lacey kruger is lead information. Architected blackbaud you are listening to twenty martignetti non-profit radio coverage of twenty twelve, thanks for being with us, durney. Thank you, my thanks. Also to the people at blackbaud who helped me that october day last year, especially melody mathos very helpful that day and everybody else’s blackbaud right now, we pause for a break, and when we come back to tony’s, take to the five hundred doors campaign and then scott koegler on tech trends, stay with me. They didn’t think that sending the good ending. Ding, ding, ding. You’re listening to the talking, alternate network waiting to get in. Nothing. 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. 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 the talking alternative network. Duitz hi, i’m kate piela, executive director of dance, new amsterdam. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Hi there and welcome back it’s tony’s take two roughly thirty two minutes into the hour, the five hundred stars campaign i’m hoping to get the goal is one hundred readings on itunes, and of course the hope is that they’ll be five stars. Our five hundred stars campaign why am i doing this? What’s the what’s the case for support, as fundraisers would say it’s to increase the visibility of the show so that more non-profits can listen and benefit as i picked the brains of my expert guests that’s it you’re helping the charity community nationwide start at non-profit radio dot net, and from there, click viewing itunes or you could just go to itunes and search for the show name. Either way, i’d be grateful for your help. Very grateful if you would rate the show in itunes and five stars would be terrific there’s a campaign video on my blogged and this is all explained there, but you don’t have to go to the blogged just just jump to itunes and my blog’s is that tony martignetti dot com and that is tony’s take two for friday, february first, the fifth show of the year scott koegler is with me now, he’s the you know who he is? He’s the non he’s the editor of non-profit technology news he’s, a regular monthly technology contributor on twitter, he is at scott koegler konigstein are scott kottler welcome back. Thank you. Tell me, how you doing? I’m doing terrific. Get that down. Good. Thank you. You do too. We’re talking this this month a little about trends, trends that you saw in two thousand twelve as the editor over there at non-profit technology news. What did you see? Well, you know, there’s always a lot of things going on in one, probably non surprising thing was the increased use of social media. It’s just, you know, it’s almost a given that non-profit i need to participate in social media just like you’re doing, tony, you know, with your itunes and your show and the kind of things were there, but the corollary to that is that people are looking beyond the social media and beyond the traditional methods of getting together, which and that’s, really the more surprising to me is that there was a break from social media into more traditional meaning. Face-to-face or letter writing or what phone calls? What? You mean? Yeah, well, hit one of them, actually, but i throw out six things. I’m bound to hit something was about to hit a target with one shot. Yeah, phone calls, for instance. You know, i used to be that before social media before even all that kind of thing really depended on paper mail and phone calls, you know, if you had paper mail that was kind of general, but if you needed quick responses, if you needed to actually get a message to someone personally was phone calling dahna so as we start to move away from that and rely on facebook and twitter and those other kinds of things, it’s pretty easy to discard the more traditional methods of contacting folks. One of them is the phone calls. And you know, if your constituency is large, obviously making phone calls to the entire, uh, donor base or a participant bases is pretty impossible. That’s impractical. Maybe so we’re seeing we’re seeing more activity. And what phone trees. You know, the thing that churches and schools used to to contact the people? No one like when there’s a snow day like a snow. Day he’s like that, so they’re using. So you’re seeing you’re seeing non-profits enlisting volunteers to use in phone trees? No it’s, thie automated phone trees more often, you know that still technology hyre honor requires, you know, prior set up, but we’re finding that that that the phone is, you know, one of those ways that needs tio needs to be used sometimes, okay, are there are there providers that you’re aware of that that are good in automated phone tree work? You know, i don’t know who they are. We’ve had comments from a couple of, uh, back-up couple of non-profits that have used them, but my understanding is that the that they are locally based a lot of times, and some of them are actually equipment that you install so there’s a variety of things if you have a question about it, my my recommendation is going to go to your local church and ask them what they’re using because they’re probably have one installed somehow, okay? So going backwards in technology to get attention because people have been abandoning the phone just like they’ve been abandoning hand written notes exactly and there’s a couple of reasons. Aside from just you know, you want to contact somebody but one of the organizations that we talked to, uh, those events and, you know, there’s a change in the weather and you need to contact folks email is really not always going to get there. Not everybody has seen on their smartphone. Not everyone has a smartphone, and so being able to contact folks as there may be getting ready to go out the door it’s really important. So that’s, why the phone tree but there’s also another piece to that, and that is along with the fact that people you can’t get too may not get to email right away or in some cases again, depending on who your audience is may not even have e mail, and that is the text messages. And again, there are there are providers that can do what’s equivalent to an email blast by text message again that requires having at all set up and having your you know, your text, your phone number’s already installed and ready to go. Um, the text messaging is one of those very immediate contact method. So again, do you have a the event, the weather? Changes. You need to change the location or tell people that has been called off. Text messages is one of those not quite as retro as telephone. Direct telephone contact. Sure, but it’s, you know, it’s. Another another method. Ok, yeah, if you if you know your constituency has the has the technology. Um, i see text messaging, you know, going back to the phone. It’s. Interesting. I own a home in in north carolina, and the police department there uses automated phone tree to alert us to incoming bed whether hurricanes, there was a rash of burglaries in one neighborhood, not my neighborhood. Of course we’re we’re we’ll secure. I haven’t, you know? Yeah, but some in one of the lesser neighborhoods in that town, the police were saying that there have been burglaries people had been. And they got to the level of saying that the burglars were getting in a lot of times through the garage garage doors being left open. So, you know, they got to that level of detail in aa in a in our automated phone call. So you know, there’s a there’s, a town government using it and not a big towns small. Town north carolina? Yep, yeah, those technologies kind of reach everywhere, so and so wrapped up in what we’re talking about is figuring out what what is what makes sense for your you’re non-profit and your constituents, whoever they are you trying to reach exactly the point, tony it’s uh, not not all constituencies have, you know, our enthusiastic facebook users. So, you know, some are some, aren’t i, uh, i know that some of us older folks, you know, just don’t always live and die by facebook, so wei need to have other methods and, you know, not just older folks, but, uh, it really just depends. I mean, think about the disabled community, you know, they may have special, special needs in terms of being reached, you know, if you have a i don’t know death community, you know, you need some other way than just telephone, so lucy need the enhanced telephones. So now i see why you unfriended me on facebook you’re using this opportunity using this platform that i give you as as a way of explaining to me why you unfriended me on facebook, i guess because you don’t use it very often, right? So you figured, you know, i have tony as a friend as well, unfriended. Co-branded yeah, sorry, all right, um, but ok, so you’re a former ceo, chief, information officer. How do we go from recognizing what our needs are specific to our organization and finding the technology that’s going toe? Help us fulfill those needs? Good question, but then that’s what your baby, i try. It’s really a kind of a multilevel approach. First of all, you got yeah, you really have to think. I mean, hopefully, if you’re if you have a constituency, you have been able to connect with them. I mean, that’s kind of the whole point, and so you have some basic understanding of what their needs are, right? So so you need to just think about that, you know, how how do these people communicate? How what do i see when i when i talk with them, what do i experience when i’m when i’m with them? And of course, one another way that is maybe not quite so obvious is actually ask them, yeah, certainly would like to be communicated with, right? What? How did they get messages? Have a talk with people that are important to them to find that out on dh, then kind of pursue the the resolution for that just to research again, asking maybe other non-profits you know, a lot of intelligent non-profit activity out there, you might have, you might have expertise on your board, correct possibility if there’s a marketing communications person or if there’s a technology person um what’s your what’s your sense of, you know, technology consultants? I mean, are there people who who think broadly about technology or there, or there only consultants who work in phone trees or social media or, you know, other other other specific areas? Uh, yeah, of course, there are people who work only in specific technologies that generally called sales folks. Yeah, and, uh, you know, there are consultants to deal in social media and unfortunately, no that’s become kind of a commodity kind of a thing. I i saw a survey recently were there were, um just the term social media consultant has has become meaningless because everybody is one. Yeah, yeah, i see that i’m not on the more important way to go about it is to find find somebody who does consult on a broad range of of issues and isn’t really focused on anyone. Technology, uh, isn’t being paid to promote one specific thing, not not to put down social media experts, but it’s really it’s become a catchphrase? Yeah, that not everything is social media. You know, it’s, not the whole world. On twitter, i see so many people who call themselves social media either experts or gurus. Oh, yeah, guru is just so become become so ubiquitous that it is meaningless now, and i think every it seems like so many people who are just users of social media consider themselves now gurus and experts. So if you are looking for somebody in that area, you know, make sure they’ve been doing this for, you know, i mean, social media, ten years or so, ten or twelve years, it goes backto old social communities, there’s more than just facebook and twitter in social media, you know, early blogging was is certainly social media, so you want somebody who has, who has a breath of experience and many years, and i personally i tend to stay away from the people who are self proclaimed gurus. Um, i’m just kind of off the topic, but there is another way to check that out and to find out if somebody is, in fact, a social media guru, and i don’t really mean that. I mean, i mean, if they’re well connected and that’s really more important than being, you know, any particular label, i think we talked about this before there’s a site called clout k l o ut yes. Right? And it, uh, it takes a kind of a broad perspective. It is still based on social media, so it, uh, it takes into account traitor twitter, facebook, google plus link, then foursquare, youtube, the flicker, you know, all kinds of things, and it measures your influence of anybody’s influence on, um, you know, on those different areas. Yes. Okay, so you can pretty easily go on to clout and find find somebody’s measure, in fact, okay, hold that thought. We’re going to take a break right now. Scott will come back, and we’ll continue talking about clout and measuring the influence of the gurus. Stay with us. Snusz 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. Welcome back. We’re talking technology trends with scott koegler, the editor of non-profit technology news, which you will find at n p tech news. Dot com scott, what were going to say about clouds? Cloud is again a measurement of the social media in foot, right, quark, a variety of places. So what i was going to say was let’s, check tony um, and but you know what, tony? I did, and for better or worse, you and i have an equal score of fifty nine that’s humiliating to me what you’re equal to me. Yeah, because you said you don’t even use facebook thing is rigged. Forget cloud, alright, everybody listeners ignore what everything said everything that god said about cloud because it’s it’s clearly a charlotte in sight, it doesn’t doesn’t know what he’s talking about no it’s k l o ut clout, dot com and that’s interesting scott that we are that we’re equals it is and you’re not even trying. I know, i know, but you know just let’s. Look at the score for a second. Okay, fifty nine is actually not bad. Oh, they give you a rating for that fifteen out where it stands. You have fifty nine. I mean, if you just look at kind of the general, um, the seventy is like, almost the top of the rank really is for seventy is really, really good. Eighty is like superstar, um, fifties is, you know, is pretty good. So, you know, actually a fifty nine or sixties is actually you and i, tony, are among the influential gru’s there’s that word in social media. So without without really talking about you and me as we were talking about gurus and health, that term has really kind of become irrelevant. You can look at a sight like cloud, and there are a couple others that i can’t remember. They’re kind of up and comers, the cost been around the longest of those and so eh, it’s, war, you know above fifty is actually pretty good. Okay, so that person would have some credibility in social media, right? But and that’s a good way to check out somebody if they say they’re grew. Just put their ideas in cloud and we’ll see if they got a twenty five they want yeah, right. That’s, that’s. More like your grandmother, right? Grandfather’s? Exactly. Right. So we have a few more minutes left. What do you see coming as a trend in twenty thirteen or and maybe beyond, you know, specialization. I think the whole issue of using existing applications and existing tools in ways that they were designed, um, is what everybody does. The what’s coming now is using tools, system’s, applications, methodologies in new and different ways that we were not originally intended. Is what’s happening next? I think you know the phone tree. Text messaging. All those kind of things are becoming more and more viable again after all this time. Text messaging blast. You mean so right? Ok. Anything more specific that you can say about what you want? Oh, let’s, try it this way. What would you like to see? What would you like to see that’s not out there? I would like to see more, more personalized connections again if we just take text messaging, for instance, with email. If you’re sending out an email blast to your constituency, most email systems allow you to insert their name. You know, some information, all right on the flight. So it looks like it’s personal, even though you really know that it isn’t. But it would be nice to have that kind of capability with text message, even though they’re very short. Hey, tony, you know, i hope we show up today. We changed the location. Make sure you get the right place. You know, that kind of a message would be nice to be able to do, um and it used to be i think that text messaging in particular was kind of frowned upon because it was because it costs. The receiver money, and that hasn’t really changed except that now most phone plans include some number of text messages in their plan, so it’s a little bit less onerous on the recipient. Okay? And i think it’s always smart if you’re going to do that to offer a way of opting out absolutely no block, text block or text opt out or something back, and then the person is saying, i don’t want to incur the charges for any future messages that this center would might might send to me, right and that’s that’s the personalization. And along with the personalization is the method of contact when you sign up for a service, a lot of, uh, a lot of the services will say what? How would you prefer us to contact you? My voice by email, by text, whatever it might be. And so those kinds of personalization services can really go a long way too, you know, kind of solidifying that that connection between you and whoever it is that you’re trying to communicate with you. Okay, well, we’ll look for more, more personalization. Anything else you want to wrap up with? Scott? No. Tony let’s, let’s. Get out there and boost our krauz scores. Yeah, well, seventy to me especially. I just i don’t know. I don’t know whether you should be elated to be at the same score i am. Or i should be very disappointed to be at the same school you are. But something definitely is off to look into this more. Okay, thank you very much. God good to talk to you. Take care. He’s the editor of non-profit technology news again at n p tech news dot com and he’ll be back next month. Next week professor john list from the university of chicago on the value of lead and matching gift in your campaign. And chuck longfield, chief scientist at blackbaud has lots of ideas for increasing your matching gifts. So we have some research people next week, but don’t worry, i’ll keep the keep to talk straight forward and relevant, not not academic and pedagogical. Sorry i couldn’t send live listener love this week. You know, i love to do that a few times a show, but this show was pre recorded. We’re all over the social web facebook, youtube, twitter linked in four, square and still on ly tied with scott on cloud, i’ll pick one of those out facebook. You can sign up for weekly email lorts there be the first one to know who the guests are for that week and what the hell while you’re there, why did you like the page? See us on facebook. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer, and it 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. Remember the five hundred stars campaign, please go to itunes. Great, the show, one to five stars. I hope you’ll be with me next friday, one, two, two p m eastern at talking alternative broadcasting, which is at talking alternative dot com. I think that’s. A good ending. You’re listening to the talking, alternate network, waiting to get in. Nothing. 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. 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 am 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 friday’s 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 ivory 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 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. Dahna hyre

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Nonprofit Radio, January 25, 2013: Grant Writing Revealed

Big Nonprofit Ideas for the Other 95%

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Tony’s Guest:

Jana Jane Hexter
Jana Jane Hexter

Jana Jane Hexter: Grant Writing Revealed

Jana Jane Hexter is with me for the hour. She’s the author of “Grant Writing Revealed: 25 Experts Share Their Art, Science and Secrets.” We’ll talk about researching; relationship building; writing; and why you can’t polish a turd.

Please take a moment to answer two quick questions. If you want to be entered in the contest to win a one-year subscription to the Atlas of Giving (courtesy of last week’s guest, Rob Mitchell), fill in question 3 with your email address. You’ll find the survey below. Thank you! If you could also share it with other nonprofit professionals, I would appreciate it.
 

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Durney hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host, i want to say right at the outset, we have five hundred stars campaign in case podcast listeners might not make it to tony’s take two trying to get one hundred ratings, one hundred five star ratings, hopefully on itunes. So is the five hundred stars campaign, and i would be grateful if you’d go to itunes and raped the show. Do one to five, but we’re hoping for five, and we have winners from last week’s podcast, winner of a three hundred forty nine dollars one year subscription to the atlas of giving courtesy of last week’s guest rob mitchell. The one podcast winner is rich fuss, and we have a podcast winner remaining there’s still one spot remaining from last week’s podcast. But you have to listen. Podcast listeners, all ninety, three hundred of you, teo see how to win as rich frosted and we have winners from this week’s survey. Too old. What we get is the email addresses if your email starts with arts or if it’s martha gentlemen and you filled out the survey then if you have that email address and the survey just in case somebody has arts but you didn’t do the survey, then you wouldn’t have won. But if you did the survey and you have arts or martha john allen as the beginning of your email address, then you also have one, three hundred and forty nine eight three hundred forty nine dollars subscription teo atlas of giving that’s a one year subscription. Oh, i very much hope that you were with me last week. I’d be devastated to hear that you had missed e-giving looking back in the head, it was with rob mitchell, the ceo of atlas, of giving, and he told us how giving by sector source and state did in two thousand twelve and how will do in two thousand thirteen we talked about sectors that increased and which one increased most and all for you to compare how you did, in contrast with the larger picture, and he also shared his forecast for twenty thirteen this week. Iana jane hoexter is with me for the hour. She’s, the author of grantwriting, revealed twenty five experts share their art, science and secrets. We’ll talk about researching relationship building, writing and why you can’t polish a turd midway through the show on tony’s take two we’ll talk a little more about the five hundred stars campaign. I would be grateful for your ratings and i have a new block post out on another site on dhe mentioned that a little bit also, but now i’m very pleased to welcome dahna jane hoexter to the studio. She’s, the author of grantwriting, revealed twenty five experts share their art, science and secrets. She gives the book as a gift to the non-profit community at grantwriting revealed dot com as president of grants champion. Her practice is focused on individual and small group grant etching and training for organizations including retreats and team building for development teams, conference keynotes and grant training for state and national membership organizations. She served on the national board of grant professionals association. Yana is a medium and channels with the spirit world, but she is not our first medium guest we have had we had a medium on once before i’m very pleased to welcome our second medium and the author of grantwriting revealed dahna jane hoexter welcome to the studio thank you nice to meet you. Pleasure to have you on dahna. Um, what was your methodology? How did you find the right twenty five grants? Experts to the interview? Well, it wasn’t entirely scientific process. What i did was i started out with a few people who i had a lot of respect for and had earned raised a lot of money in over the years, and i reached out to some foundations and asked who they thought with their best grantees that wrote the best grand proposals, and i got some really fantastic recommendations. And then i asked heads of national organizations who they would recommend and just ask colleagues in the field, and i was looking for certain things on i wanted to have a really broad spectrum of people that i would interview so for geographic distribution, gender distribution, people that worked on government proposals and foundation proposals and across the field and i really did accomplish that and that people would have a very high success rate and that they would have raised a significant amount of money. But obviously, people who had worked on foundations would raise less money than people who work in government. Grants and i believe this cadre of twenty five raised one point has raised one point seven billion dollars in their careers. Yes. And it’s more since about since the book came out standing and hundreds of years of experience. I’m sure you have four hundred years of experience in twenty four thousand proposals that they have excellent snusz you make the gift. Sorry. You make the book a gift. Why do you do that? On dh what’s what’s your your idea of a gift in this respect, i did that because i realized that i had that i had wanted to write. The book is a way of sharing everything that i had learned in my career. A za grantwriting and that the people who i interviewed gave me that time and were incredibly generous with what they shared. And when it came to publishing the book what i wanted to do, wass to gift it to the non-profit community, not as a freebie is a giveaway. But really, teo stimulate the conversation about what it is to live. Life is a gift that life itself is a gift it’s given to us. We have gif ts within us. That we can share with each other and when we generate communities that are based on generosity and trust, people feel more free to shove a gift, and i feel very deeply about this. And so i decided to put my book wet my mouth, this feel very deeply because you could have made some money doing that. Yeah, i could and s o it is available, people can buy it if you want to buy hardcopy it’s available amazon, but otherwise i truly welcome people to come to my website. You can ask for a copy of the book, and i’m asking people to ask because i want to know that it’s going to someone who would want to use it and we’ll use it on the neat thing is i get to see how people are going to us because you ask, how will you use this? How will you pay it forward? And so it’s a really neat every day i get these emails from people telling me, you know, raising money for an orphanage in guatemala and and and then what i’m asking for people to do is to reciprocate to me in a way that would feel great, and someone sent me some dried cherries from michigan. I’ve had other people send me off beautiful photographs and or more realistically, to pay it forward in their community, integrate the work and pay it forward, or do something directly if some people have been helping at animal shelters or someone person threw a birthday party for an eighty second and each two year old neighbor and invited all of her friends, and she said that that was what she decided to do in response. So so i and then i went asking people to come back to my website and share how they’ve paid it forward, and the reason i’m doing that is because when we give a gift in a family or in a religious community, we can see that we give a presence and we can see that it’s used and appreciated, but when i do it through the internet, i don’t have any of that. I’m just sending it out there, and so so it really creates a sense of community that people can come back and see what other people have done, and this is all that grantwriting revealed dot com, right? That’s where listeners could go for a copy of the book now someone like me would say that you’re holding in your hands iraq, it’s usually iraq that’s on the on the desk here in the studio and i use it to weigh down my headset cable. But we’ve rigged a different way, but this is not a mere rock. This is your holding a crystal. What now? This crystal has always been here for every show that i’ve done this’s show number one hundred twenty six on every every guest has always seen that crystal, but why are you holding it? Well, it’s actually rose court and rose quartz is about love, but most clearly it’s about generating self love and loving yourself in a way that you can give to others. S oh it’s, a it’s all about love, so i just saw it sitting there and i was like, oh, i think that’ll pull that i would feel great to have it sitting here, so of course, and i’ve of course, shunned it one hundred twenty six times, so no love to give here from me that you’re you’re picking up the void that i’ve created, we have just a couple minutes before break and then we’ll have plenty of time to talk about the book. Um, what did we just get into a little? Just a little bit about research finding it’s critical to find the right institution to approach. Yep. And what was it interesting for me when i was working on the book was the people that i interviewed had all had significant experience and so have i. And so when i was interviewing them, what i was really listening for was things that were interesting to me, and i figured if it was interesting to me and i learned something that it was going in the book because i had known all of you, i’ve known the basics for a long time and s o that’s really what’s in the book, but a z in the process of writing it, i was really thinking about what is it that they’re doing that’s different than other people, why they success so successful? Why are they so resilient and able to stay and looking at those essential elements? And originally someone had asked if i could, you know, five top things that top brent writers do and and i looked at it and like, no, they don’t do five top things that no one else does it’s, that they have that they really have this holistic approach, where they do all of the basic things that need to be done, and they don’t skip things that don’t work. And so one of those elements, his research and what you said, they don’t skip things that don’t work. Now, they don’t skip things that they don’t like to dio. Don’t worry, doug, so they know you’re skipping that don’t work, but, you know, we have to take a break. I think that we’ll talk more about the research topic. This is your lovelace host, tony martignetti. Now that i’ve learned that, i’m loveless, i’d only discovered this just moments ago, and when we come back, lots of time talking about yonas book grantwriting revealed, stay with us, talking alternative radio, twenty four hours a day. 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. 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 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 answer. 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 there is love in the studio and i’m always sending, of course, live listener love do that every week. So there is love coming from me. Just i’m not holding the courts. Uh, live. Listen, love going out to rest in virginia and harrisonburg, virginia welcome, virginia, new bern, north carolina. I’m going to be there shortly next week. North carolina will be eaten. Rabbit eaten rabbit, rap rapids. I thought you were rabbits. You’re not rabbits. Not have all been bitten. No. Eaton rapids, michigan. Helena montana and newport, oregon welcome, beijing, china, wuhan, china, ni hao live listener love to those and many more coming let’s talk a little more iana about research finding the right match. Okay, so what i realised with the people that i spoke to is that they were very careful about who they actually went to. And so instead of sending things out willy nilly orthe sending things out if they didn’t think they had a good shot place really put time and figuring out, is it worth going to do this? And so they think very carefully about what the thunder is looking for and whether if there is a request for proposals and r p if there was a good fit and one of the things that one of the people i interviewed a head is a really great analogy of having a glove. And he said, if you think of the glove as thie arika p is a glove with, you know, four fingers and a thumb, if you think about the project that we’ve got our organization, does it fit in four fingers, or does it just fit in one thumb on one finger? And to think, if it’s a really good fit, and if it’s just one finger and one thumb, then let’s not bother with it? And i really loved the index finger and one thumb and the pinky way didn’t go that detail, but i actually really like that analogy because i realized afterwards that, you know, people often think of our peace and grants is a mitten like you could shove anything in the interesting. So yeah, so actually thinking of it as a glove, these specific pieces and what’s a fit and what’s not. And so i think, that’s one of the things that to find these people over others was the amount of thought that goes into researching whether a funder is a good fit, whether in honor of p is a good fit and then deciding whether to put time into it or not. I had a pre show a survey question, actually, two questions related to this have you ever been pressured to write a grant proposal you knew wasn’t a good fit with the thunder on about fifty percent said yes, a little more fifty, fifty four percent said yes and the others said no and then related question have you ever been pressured to write a grant proposal? You knew i wasn’t a good fit with your charities mission and about the same pretty close to fifty fifty. What about that? When you get institutional pressure from a supervisor could be a boardmember to write something teo to apply for something that you just know in your heart is not the right match is actually one of the things i talked about the interviews with someone because it’s very common thing you can hear, you know, fifty per cent. So what do you do in those circumstances? We’ll see, i said, all the fifty percent i thought. It was good. I get from grantwriting get’s gross. Yeah. That’s fast the time. Yeah, well, they know they didn’t say half the time, but half the people surveyed had said, all right, i thought it was a good time, but now it’s actually very that’s. Pretty bad. Yeah, i think it’s that, you know, that you’re doing something that you don’t really believe in you. So what feels like a waste of time? Because often, you know, those things aren’t going to get funded. Andi, but one of the people i interviewed he had worked for a large school district, frank, mentally, he worked for a large school district, and in the beginning they kept saying to him, apply for this supply for this apply for this, and he had a hard time saying, you know, actually, we’d be better off doing the strategically if we actually applied for less, but, you know, really thought about what we were doing he wasn’t getting anywhere until that they successfully won two grants that they had written in their department without really working with the school’s, very much it’ll, but at the behest of the administration and the’s with these big grants and he said they ended up having to change them a million times over the years. They were just a mess. The people who were implementing them were not involved in the development, and he said it was because of that, that that then he was able to say, look, when you pressure us to do these things, we can’t actually occasionally win them, and then it creates more of a mess afterwards. So if you just let us work closely with people and really deciding what the best thing is to do, and when they did that, their fund-raising went up, they actually weighs more money when they were being strategic and actually applying for fewer grants and on dh he actually in his korea, i think he was there for over twenty five years. They raised half a billion dollars while he was there. He was an extremely good fundraiser had a team of people. So so what i suggest in the book is if you’re getting that kind of pressure is to ask other grantwriting on fund-raising what are the grants you wish you had never gotten? Because you were kind of pressured into doing it? And take some of those stories and then share them with your board or with with your edie and say, look, you know, i think it’s a consequence of running after money. That really isn’t a good fit. It’s. Not good for the thunder. It ruins your reputation, it’s. Not good for the organization, because you end up working on things that aren’t your highest priority. So you really have to focus on what you’re here for, other than just getting money. Once you’ve identified well, let me ask, is there anything else you want to say about the research process before we moved to starting to build relationships with? No, no, i’m happy to meet you. She’s clutching this crystal is just it’s just terror for the woman’s terrified e i want to get your laugh because i have such a hearty laugh. I love your love that comes with dirty jokes. No way to know for the second half, and we’ll be doing some research because i don’t know any off the top of my head. Um all right, so let’s, start teo, build some relationships where we think there might be an appropriate fit. You spend a good amount of time, i think talking about different roles at the at the funders. So let’s, talk about thea, the gatekeeper. What are we going toe? How do we, uh i work with and maybe around? I don’t know. We’ll see what you say. The gatekeeper at a at a funder. Okay, well, i think i mean, this is more often with foundations rather than government. Because if it’s a government, usually you khun get directly to a programme officer and speak directly with them in most instances. Um, but with foundations it’s hard to just call up and speak to someone on the board or speak to a programme. Officer there’s, usually a gate keeper who you speak to. And just some of the couple of the people that i interviewed were just, like, exquisitely charming, like they charmed the socks off me and like the first five minutes of the interview. So you could just tell that they were just charming anywhere and on dh. They were just great and telling me what they did because this is not my area of expertise. But one of the things that they said is that they would specifically try to generate a relationship with the person that ends the phone and to ask if they could send them in the right direction. Say what they were looking for and on dh then when they actually got an in person interview at the foundation, they would make sure that they would take a book or some small things to do with the with their organization or work. And when they had finished speaking to the programme officer with then say, you know i just actually like to acknowledge and thanks, suzie, for me, she was so helpful to me and setting up this this appointment, and so then they would give that, and then you have a relationship with the person who, you know, may very genuinely feel this protectiveness for the program officer, they can’t let everybody speak to the program office, and they’ve never get any work done. So where it may for us when we cool, it may seem rude or, you know, off putting, you have to really flip it around and remember that it’s actually very a loving thing to do for the program officers that they’re protecting them from the barrage of phone calls. So i think just sort of flipping it around really helps, and at what stage are we making this call to the foundation when you’ve done your research and decided that they were a good fit so well before starting to type? Yes, definitely before starting to type because there’s no point typing if your typing something that’s not actually going to resonate with the people who are reading it. So you want to actually find some some way of developing that? Relationship at least you have an idea of what people are looking for. And this actually if with someone asked me if i had to think of one thing that the top grantwriting that i interviewed did what it boiled down to toe, you do have one. Okay? One maybe. Yeah, but it’s not exclusive s o it’s. Not like the one thing if you do, but what i what i really saw in everybody they interviewed was an exquisite sensitivity to the relationship. So if it was a foundation grant writer, they were, you know, just wonderful a developing relationships with foundations and, you know, the gatekeepers on dh. If it was a government grant writer, it might not be so much like interpersonal relationship, but they were exquisitely attuned to how the r f p was written. Who wrote it? Who is going to be a river reviewing it? How to write so the reviewer would would really get it. So it was just this really strong sensitivity to the fact that it is not a piece of writing that you just send out willy nilly. It’s a piece of writing that you’re communicating from your organization from you, directly to another human being who’s who’s reading yes, and you know that you’ve gotten to know that human being on dh now, even if they if they perhaps won’t take a meeting, though you would you would try you develop a relationship by phone? Yes, and you can, you know, hopefully you can call up you khun you can ask for an interview could asked for some time chatting on the phone for a few minutes, and even if the answer to that is no it’s informational, too, you know that there are some foundations that are more open and there’s some for the foundations that are more private and just even in those interactions you get which one that you’re working with, and so it might give you an idea of the type of writing that would work for an organisation that chooses to be more private, and and it also gives you a signal of whether you can develop some kind of relationship with an organization like that. Sometimes you can’t and that’s just a signal to back and maybe put more focus and attention with an organization or foundation, whether how more open and so now you’re in the office of the project, officer, we’ll talk a little a few minutes about the government program officer because you spend all the time we’re talking about them specifically, but now you’re in a project officer let’s say, the foundation you’re in their conference room or their the office? What types of things are you trying to elicit? Well, i think it’s not a matter of eliciting, actually, i think it’s more a matter of listening and s o really listening for what that price is? Why? This is why i’m not a grand writer at all because, you know, obviously terrible, i’d have the whole wrong attitude, that’s the whole thing? No, no, but i’m learning. I’m learning. Okay, uh, a lot of listening. Okay, so you want to find out what their priorities you want to understand? A little bit about how the foundation works. So it could be a program officer who has some degree of power to approve or deny something, but usually that’s a boardmember so often what program officers are looking for our winners that they can take to their board. You know, their job is to find good projects. Good. Organizations good people and bring them to the board saying i think this would be a winner, so you want to be very conscious of what it is that they’re looking for so that they can bring good proposals too. Teo to the board, the other thing to bear in mind is that they can often can’t green light things they can read like things, so they may say that this isn’t a good fit. I don’t think so, but they often do not have the power to say absolutely we’re going to fund this, they can say, i think our board would like it, and then your next question is always going to be how can i empower you to teo persuade for us in the board room? Because they’re your ad. They are your advocate in the boardroom, right? Let’s, let’s talk about about that perfect segway to the trustees to and so so the people who do make the decisions of the trustees in the vast majority of cases and but you may not have a relationship with the trustee of the small foundation you might, but over the larger one where there are program offices, you you do not. So what you really want to focus on there is finding out what our priorities for the people who are making the decisions and the program officers may be able to tell you that on dh then for the program offices is really looking at, you know, what is it that i can give you that makes your job easier when you’re speaking with the board friend? They may say, you know, give me a power point with three pages on it or give me a, you know, one sentence that i can use or just you may think it’s pages and pages and often time it’s the simplest things that they need onda or sometimes it’s a story, give me a story about someone you’ve worked with. I can pass that along so so that you can so that the board members can really make a decision based on what matters to them. In some instances, if it’s a smaller foundation, you may have a relationship directly with the boardmember there may not be any program officers, in which case it’s same set of questions. What matters to you, what you care about, you know you. Have to really remember that they give the money away, that they don’t have to give it’s just giving it away because they can what is it that they care about really deeply enough to be involved in? We’re giving the money away and also exposing themselves as a person of wealth and, you know, to being constantly asked, they must really care deeply about something and how what is it that they care about that you also care deeply about? And where is that common point so that you can really work together on creating something that wouldn’t exist? Otherwise, you know, if there was just the foundation having tons of money, but not the not the relationships, they can’t accomplish anything if it’s a non-profit with relationships and ideas and energy and vision, but no resource is financial resources they can accomplish, but you put all the resource is together, and it creates something in the world that would not exist on, you know, without without that coming together. And so i often think that grant writers have this beautiful role of facilitating search, another form of mediumship it’s facilitating between different groups to present something that wouldn’t exist otherwise. Dahna jane hoexter is author of grantwriting revealed twenty five. Experts share their art, science and secrets. And when we come back, it’ll be tony’s. Take two, and then more time with yana and lots more live listener. Love will stay with us because you didn’t think that shooting. Good ending. You’re listening to the talking alternative network e-giving. E-giving 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 way look forward to serving you! You’re listening to the talking alternative network. Yeah. I’m christine cronin, president of n y charities dot orc. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Welcome back, big non-profit ideas for the other ninety five percent time for tony’s take two at pretty much thirty two minutes into the hour it’s the five hundred stars campaign i’m i’m looking for one hundred ratings on itunes so that we can reflect the fact that there’s over nine thousand listeners on their only about twenty ratings on itunes, so i’d like to fix that and the reason this’s not just ego there’s there’s a rationale for wanting more ratings on itunes, and that is because it will raise the prominence of this show among itunes and thereby share the show and its experts with mohr charities in the charity community. So it’s really an act for dahna if i can draw from the crystal and i’m gonna hold the crystal drawing, i’m holding the crystal now first time one hundred twenty six so you know, i’m desperate, i’m seeking love from the crystal you’re sending out love to the charity community throughout the world by raising the prominence of the show, and the way to do that is to get us to one hundred one through five star ratings and it’s five hundred stars campaign because i hope you’ll give us five stars, but you don’t have to, but that’s what i’m hoping and that’s the five hundred stars campaigns, i thank you very much for doing that. You start at non-profit radio dot net and then click view in itunes or just go to itunes and search for the show name and read it there. I also want you to know that i have a new blood post on non-profit fund-raising well, the name of the block is non-profit fund-raising my post is what is planned e-giving and you’ll find that blogged at management help dot or ge, and i’ll have a new post there every every month, so you can either go to management, help dot or gq, or just google non-profit fund-raising and you’ll see that blogged the non-profit fund-raising blawg come up as pretty sure that’s the very first result and that is tony’s take two for friday, january twenty fifth, the fourth show of the year. And yana i want tio thank you for letting me borrow the thie crystal for the stone the now the courts, the courts that’s what? I keep going in crystal but that that’s how little i know, but it is crystal court’s, so heroes e could be what’s what’s what’s the word for a rock geologist. Write just i was thinking of entomologist but that’s insects that’s entomologist is insects. Entomologist is words, but but they were both wrong geologist live listener love, newport, oregon. Truman’s, burghdoff york, new york, new york are you still on? After this diatribe about entomology and geology, you’re probably no longer with us. But if you are live listener love to newport, oregon, newport, oregon. That’s, terrific truman’s, burghdoff york, new york, new york and raymond main welcome, seoul, korea, on yo haserot live listener loved all our live listeners. You make a point of spending the time talking about government program officers and how they could be different than project officers at a foundation so let’s for people who are seeking government grants, why is the government program officer a little different? Well, we pay their salary, so it makes it a little different. So government program officers really considered that their job is teo be a civil servant who provides information, and so they are quite different from foundations in that you should expect that of program officer is happy to pick up the phone, happy to respond to your e mails and answer any questions that you have it does it’s not always the case in new york state. I’m not sure if this is this case in other states, but in new york state they have really could put gag rules around the state employees so now it’s hard for them to answer questions, even if they would like to, but mostly definitely the federal level on dh. There may be blackout periods where they’re not allowed to talk to you, but you can you can go and set up a meeting, you could go off and go meet with program officers in washington, d c or in your state capital and it’s a great opportunity to listen what’s really important for them, they’re incredibly experienced people. Sometimes you’ve been in the business for decades have seen what works, what doesn’t work, you can really hear what they’re looking for and on dh, they’re happy to talk to you, and if you’re applying for a federal grant and you don’t take advantage of that it’s just this whole gap because it’s just the whole amount of information that’s available to you that just that is all you have to do is call and it’s not a difficult thing and so happy to tell you what their priorities are and what that might be. Don’t go asking questions that aeryn, there are p that’s just really annoying. But read the rp thoroughly and then, if there are nuances, are questions you might have beyond that that’s time when you’d want to speak to the program officer and then i found them to be anchor, incredibly helpful and quite a bit more accessible, easily accessible what’s around the blackout periods that you mentioned, where are a program officer might not be allowed to talk to you. Okay, well, how’d it’s an example of that where they will talk to you for most of the year? But once there general our p, which is called a supernova, comes out they supernova supernova so supernova of george in jail on tony martignetti non-profit ditigal and trying to get you in there, you and your courts, crystal what’s a supernova supernova is a super. And then the nufer stands for a notice of funding. I don’t know what the a would be maybe announcement, something like that. And but anyway, it’s, when they put out all their are of peas at once, and they call it the supernova. And once the supernova has come out, then their staff members, and not allowed to speak to teo organizations. And i think it has roots in the fact that there was some shenanigans going on years ago with relationships that were not totally above board. So they had this blackout period. But up until then you can and and and that it’s true with some other agencies, they’ll occasionally i have noticed that some program officers go on vacation during the time of the grant development period which is not really helpful. That’s our own personal black out that’s great, right that’s. A good guess. That’s. Great. We’re blacking out. Okay, so now you have a sense of you have very good sense. Hopefully of what it is that’s going to motivate the decision maker and let’s talk so let’s, talk a little about the the design of your programme or your project on dh, please. You have something called the dominatrix gene in the book. So let’s let’s, work that in okay. Great. So yes, the idea is, if you’ve done research, you know what someone’s looking for you have reached out to them and have an idea of what personally really matters to him so that you are connecting and knowing that it’s worthwhile for you to spend hours and hours and hours in writing a grant proposal? Eso you’ve done all the prep work that, you know, it’s worth while and then you want to be thinking with working with your team and your agency about planning a project that you really know is going to resonate with the thunder and you made this is a backwards and forwards process, you know, you kind of start, you may go back to them and really develop it with input from them, so, you know, so so you’re still in communication with them? Absolutely, i’m if you have questions, certainly when during the process of things come up, you know, reach back out and and don’t do it in a void. So the dominatrix jean i looked it, actually that their two personalities when i i was on a plane coming back from california when i’d done all the interviews and so i decided that i was going to read all of thie interviews to collectively, and i have to like our three. I was like, wow, it’s almost like i interviewed one person. They were so similar in a lot of that traits, and then i realized, like, own actually no it’s two people, because the people who work on foundation grants tend to have extremely good interpersonal skills that they use in developing relationships with funders. But the government grant developers also had excellent into personal skills. But maurin managing a team on dh on dh using that a za way of keeping a project on track because it really requires, like military grade precision to do these things in a short time window. So one of the people i interviewed she’s she’s from the fifties early sixties and just writes hud proposals, and she had she said, well, you know, it’s, really this balance of, you know, of love and power, it’s i’m a dominatrix at heart, so it’s, you know, having a timeline and then holding people to the timeline and she said, you know, it’s one part charm, one part threat, you know? And so, andi, i saw this is actually a common thing with some of the people that i interviewed and i’ve just handed myself cause i work on large grants to of just, you know, having a look att how you actually accomplished this of, you know, pushing people actually, that you have to to get these things done sometimes, but also having people still wanting to work with you and swan ting to get this done, and people are tired and, you know, keeping flagging spirits going heimans so finding this balance between holding people accountable and on dh, but also keeping keeping their spirits up, and and there are several ways of doing that one of the people a couple of people in the book mentioned, you know, the there’s, the threat of public exposure, that khun go with it, you know, if we really must have stopped, this could be in the paper and that that’s one piece, but for me, personally, i i really focus actually on calling on people’s hyre good it’s like, do you remember that this is a five million dollar grant that we’re going to bring to a school district so that kids who don’t have access to x, y and z will for the next five years like this is really going to make a difference. And you’re doing that right now with, you know, working for this extra half an hour right now, and and i also find that helps in planning meetings. You know, when people start getting territorial and, you know, i don’t want to do this, right. Barreira is, i bring people back to. Do you remember why we’re here, like we’re here to create something that is really going to make a difference? And could you actually just drop that piece? And are you willing to drop that so we can accomplish something much larger and then thin exist on? I find that that works very well with people rounding people to the purpose. Yeah, exactly, reminding them why we’re here and what we’re up to. Not surprisingly, because i do hear this a lot, even my experience in grantwriting that the importance of storytelling as we start as we move now toe writing what’s going to be submitted storytelling brings things alive, obviously right? Yeah, absolutely. And i actually am of natural storyteller, and i think a lot of great writers are natural storytellers, and i think as a human species, we are storytellers, you know, that’s what we do, we communicate through stories and and so grantwriting is no different, you know, people think of the grantwriting process is all about the writing when people ignore the research, the relationship, building in the planning and and so they but they also just think of it is kind of factual writing, you know what? We’re going to write this down, and they forget about this story element and and so i think it’s it’s, it’s critical to think about why, what story you’re telling and what of the roles of the thunder play in that story and just to engage the reader right from the beginning? And one of the people i interviewed actually was a theater director, and he had talked about the fact that when he is thinking about a proposal, he thinks of it a cz like, you know, it’s the same as he does this to play, you know, what is the story here? What will keep people coming back for the second act on where’s? The complication and someone else i interviewed. She said she thinks if she writes he’s, very boring had proposals. I mean, housing and urban development, housing and urban development. Yes. And their proposals are not known for, you know, creativity and on dh, she said, i think of the most romance novels dahna out amazing. So she said, well, i think that was as romance novels and, you know, you have to flirt with them a little bit. You have to have them have give them a sense of who that they would keep reading. And not so far is fifty shades of grey, no for his romance novel, but not bringing in the dominatrix stream down and xero yes, actually. So you want to but it’s just that he’s that point of of keeping people interested in intrigue, and not especially with government proposals. Just don’t keep it all bland and boring. You can give examples of stories of the people that you serve on also. But the proposal itself, you can kind of think about that. So just a minute before a break. So just in that little time, how do we deal with on help to hope to avoid writing bike, buy committee? Gosh, just don’t do it. But how do you avoid it when everybody’s everybody wants to participate? They want they want to write their own part and they want to review the whole thing. Okay, so basically you just have to be really clear that you know what you’re doing, that you have the capacity to write very well into raise lots of money and you will take their input. But you have to be really clear about who the scribes and that’s you and that you that you have to have one primary voice. You can’t have more than one voice in in a writing document. It’s. Just too much work for the reviewer. So be very clear. I good at what i do. Make clear and concise writer i will incorporate what really matters to you. And but this’s give people plan to ten chinese to give. You feedback, but not, but not to write it and put their voice in, right? So you are, in fact, right, so listening, their input, but using, as you said, just the one voice, exactly. Excellent. We’re gonna take this break, and when we return more time with with yana talking about grantwriting revealed. 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 hunters. 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. Metoo welcome back. We’re having great fun talking about grantwriting on dme or live listener love, philadelphia, p a north, richland hills, texas, and la jolla, california. Welcome live listener love to you na ha, japan, tokyo, japan, konnichiwa and algeria. I’m sorry. We don’t know what city algeria the software is only showing the country soldier do the best i could. Um, so we are yes, we’re trying to avoid writing by by committee and a single voice. Any any other advice? Just that you’re the expert leave me alone? Yeah, yeah, i think what can be really helpful is giving people an outline. One of the people i interviewed said this is it’s easier to get people to give you input on outline and content rather than on the final narrative when that might be wordsmithing. So people project your people who are, you know, work doctors working in a hospital, for example, might be better if you give them so that the outline the main ideas and they’re like on and on and that doesn’t work. You need to add this, but they’re not going to be giving you you no advice on different different wording and that really that’s more helpful to people because, ah, you want t get as much input as you can from your team. Definitely. And also they can draft pieces on sections for you. You just need to be really clear that you know that i have the final say in how it’s crafted as faras the language goes on dh it’s, not from the fact that i need to, you know, dominate here. I need it’s known ego thing. It’s really? That if you want us to win, this is the best way of doing it. And let me do my job so that we can win. So you do have a section of the book devoted to cem cem secrets. And one of those is that you can’t polish a turd. Yes. So how does that relate to grantwriting? Actually, that comes in on element about truth telling. The way the book is laid out, actually, is that there are twenty four elements things that i consider to be really essential elements for grantwriting and that people can go through the book, read about those elements, and then there’s a quiz. Actually, that i developed that’s also on my website. That people can take it, and then they can see which elements they might be weak on, in which my elements they might be strong on. And the argument that i that i make is that i think the top grantwriting sits like a link in a chain, so they have all four of those are all twenty four of those links that a strong so that the whole process is strong on that can allow for artistry to emerge for the craft to emerge, but when you’ve, you know, skipped a step by, you know, not building a strong relationship, we’re not even reaching out or skipping the research, something like that that then that you don’t have that solid foundation, so one of the elements is about being impeccable with the truth and it’s something that everybody who deals with fund-raising comes up with your, especially with grantwriting because you’re dealing with a deadline and you’re dealing with money, so you’ve got time and money that the two biggest pressures of our society and their slapped right in your face with a six week deadline and a multi million dollar grant to prepare. So what often happened? And often, but reasonably often people ask you to cut a corner it’s like, well, we don’t have time to do that. We can’t do that and you know that ethically it crosses a boundary for you on dh, then you’re stuck with what do i do with this? And what we find is is that often those ethical corners are asked because people don’t know that it’s actually not a reasonable thing to do, so you can just simply explain, actually, that would be in violation of the end of this ethical code, or that on dh, then that’s the other piece i’ve just flat out saying, i refuse to do that, and then they and then that but there’s this grey area in this boundary of taking something and showing its best aspect ce you know that that is totally fine. So taking some things and really highlighting its strength said that is a but that’s our craft that’s what we do, the polishing, the turd peace comes with really knowing of looking at that situation. Do you have something really worthwhile and fragment? Lee, one of the people i interviewed, he said that when he first started a job at a community college years and years ago, his boss came on his first day, a late to a meeting, and he said, i’m so sorry i was late, i was at a meeting with the council of dean’s, and we spent three hours trying to polish a turd, and then we realized that we couldn’t i have nothing left when you do that there is indeed so so there’s this place off, you know, taking a used car and buffing it up and making it look good and pointing out the low mileage that’s totally great, but is there really anything worthwhile there? And for people that is always it’s an ethical decision that you have to make for yourself? And you’re the one that has to sleep at night and for myself the way i often do that, please, i think about last year and how hard i work to pay my taxes is a government grand like this’s my money, actually, that we’re spending here. Do i want my money going to this? If it’s a foundation proposal, i think if this was my parents and i was asking my parents to invest their retirement money in this wood, i feel comfortable about that and so the for me, that was kind of my two questions of where i go with it am i really just, you know, putting the best spin on something? Or am i just just taking something that’s not too shouldn’t be funded, you know, let’s ah, have what i like to share ah, love moment, tell me what it is that you love about grantwriting in this whole process, what i love about it, what i love about it is it brings things into existence, it wouldn’t exist otherwise, and and it really gets to the cooler what i love, what i work with people is getting to the core of what they love and why they do their work, and i often work with people who’ve been in the field for decades and have helped them fund-raising that they have dreamed about literally for twenty or thirty years and then bringing the funding for them so they can see it happen. So it’s very rewarding for me. Enjoy that. Do you practice buddhism? No, no, i thought you may. I see a lot of elements of what you’re the way. You talk and the way you relate, but thank you very much for being a guest welcome pleasure. You’re not holding the crystal, the court’s crystal as tightly as you were an hour ago. That’s very good that’s a very good sign. It’s been a pleasure having you as a guest. Thank you very much. Thank you very much. You’re welcome dahna jane hoexter, the author of grantwriting, revealed twenty five experts share their art, science and secrets, and you’ll you can download the book as a za gift is, yon explained at grantwriting revealed dot com and you confined her consulting at grants champion dot com next week. I’ll have for you an interview from blackbaud sze bb con conference last october, where i was getting a bunch of interviews from the speakers there and also scott koegler, our tech contributor and the editor of non-profit technology news will be back with trends in tech specific needs, social media and customization. I’d be grateful for your for your one two five star rating on itunes. Lots of lots of live listeners today more than usual, if you could open a window to itunes after you close the window or listening here. I’d be very, very grateful. Thank you. More live listener love going to atlanta, georgia, clifton park, new york. Nanjing, china shenzhen, china knee. How? Istanbul, turkey. And shuja shuhei, china live listener love to all of you. We’re all over the social web facebook, youtube, twitter linked in four, square ah, pick out one linked in have you joined the linked in group? There are people from all over the country there’s, someone from peoria, illinois, there’s someone from san francisco and there are about eighty other people in the lincoln group. Have you joined? 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 very much hope you’ll be with me next friday one to two p m eastern. Talking alternative broadcasting on talking alternative dot com hyre i don’t think that’s a good ending. You’re listening to the talking alternate network duitz waiting to get in. E-giving 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 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! You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Oh, 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 the isaac tower radio in the ivory tower will discuss what you’re born. Teo 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, larry 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. Told you.

Nonprofit Radio, January 18, 2013: Giving: Looking Back And Ahead

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guest:

Rob Mitchell

Rob Mitchell: Giving: Looking Back And Ahead

Rob Mitchell, CEO of Atlas of Giving, tells us how giving did by sector, source and state in 2012, and how it will do in 2013. What sector increased most? How did you fare compared to the larger picture? What’s ahead? We’ll give away a few $349 Atlas of Giving subscriptions that allow you to get instant personalized forecasts for a year. You can win by listening to the show and by taking the survey below.

Please take a moment to answer three quick questions. If you want to be entered in the contest to win, fill in question 4 with your email address. You’ll find it below. Thank you! If you could also share it with other nonprofit professionals, I would appreciate it.
 

Create your free online surveys with SurveyMonkey, the world’s leading questionnaire tool.

Here is a link to the survey: http://www.surveymonkey.com/s/FG78NBB


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

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent you know me, i’m your aptly named host. I hope very much that you were with me last week don’t let me hear that you missed social media data to find advocates, leaders and hidden vips. Casey golden, ceo of small act, and mark davis, director of product marketing for blackbaud shared ways to leverage social media metrix to find hidden gems among your constituents, and that was pre recorded at the bb con conference that i was at last october and get engaged for amy sample ward, our social media scientists and regular contributor she’s, the membership director for in ten non-profit technology network, and she continued our siri’s on serious engagement through the social networks, looking at staffing, who should staff your social engagement? How much time are they going to spend and what policies do you need? This week e-giving looking back and ahead. Rob mitchell, ceo of atlas giving atlas of giving, tells us how giving did by sector source and state in two thousand twelve and how it will do in two thousand thirteen what sector increased most how did you fare? Compared to the larger picture and what’s ahead? We’re going to give away a few three hundred forty nine dollars atlas of giving subscriptions that will allow you to get instant personalized forecasts for a year, and i’m very pleased that rob is with me for the hour, about midway through tony’s take two my block this week. Is the charitable ira rollover revived? I blogged that last week also, but there’s still, the january ketchup provision that’s available for your donors to make gifts from their iras, and i’ll talk about that. It is now my pleasure to welcome to the studio and back to the show. Rob mitchell he’s, the ceo of atlas of giving, which is at atlas of giving dot com yes, thirty years working in and around non-profits as a fundraiser, executive and consultant, the atlas of giving measures analyzes and forecasts charitable giving monthly by sector source and state, and i’m glad to welcome back to the show in the studio for the first time. Rob mitchell, how are you? I’m doing fantastic, tony, how are you? I’m well to guide you. You’re visiting from texas, right? I am it’s. A we don’t get this kind of weather in texas to off yeah, we’re in the thirties way have been for a few days dahna let’s talk about the methodology let’s re acquaint listeners who may not remember from last january what’s the methodology of the atlas of giving. Ok, well, it goes back tio my experiences, a practitioner, most recently at the american cancer society running the fund-raising programs for the society and i was always frustrated that there was no benchmark that i could use to measure are giving on a contemporary basis the only measurement that was available at that time was giving yusa, which comes out in june mid june, following the giving year and our fiscal year there started in september, the giving us a numbers weren’t particularly useful to me anyway. Bottom line i had a hypothesis and a hypothesis was that charitable giving was directly tied to certain factors in the economy and demographics, and if we could identify what those factors were, we could build a measurement device for measuring charitable giving as it occurs and perhaps a forecast, and i’m happy to say, we’ve been able to do both very successfully. So what we were able to do on what we started with was we we looked at over seventy five different demographic and financial variables econometric down. Is that true? It’s condom actress it’s an album that work, this is a very highly educated all right, great it’s an algorithm, and so what happened was we gave a team of twenty five phd researchers seventy five more than seventy five variables to look at, they came back to us on a national basis. We also gave them forty two years of published e-giving data to look at, they came back to us, they said, ok, these air, the factors that affect charitable giving, and we’ve built an algorithm that when matched against forty two years of published giving data matches with a correlation of coefficient of ninety five and a half percent, which almost never occurs. Okay? And so since then, we’ve been able that was for national giving the toll picture. Since then, we’ve been able to develop specific algorithms for each of nine sectors and for each source of giving individuals, foundations, corporations and bequest and four fifty states in d c okay, excellent, and you can do this looking back and also forecasting for the future. Yes, one of the great things about the factors that we now know affect charitable giving that charitable giving is directly tied to is that we know that many of those factors have already very successful multi year forecast. So we’re able to incorporate those forecast into our our algorithms to measure cheered will giving to produce a very reliable, very accurate forecast, in fact are variants for the last two years on our twelve month forecast, which is the has the most variability it’s kind of like weather. The further out you go, the less accurate it becomes. But our variants this year, for example, was about one and a half percent okay. Ah, how many data points are we talking about? Well, there are literally dozens, it depends on which algorithm you’re talking about. Some of the algorithms are in terms of input variables our it’s on ly a handful and others are more complex, and they range everything from i think most people are aware that charitable giving is tied in some way too gross domestic product, okay? And so many of the variables include gross domestic product. But they include everything from home sales and consumer confidence to even auto parts sales. Believe it or not, really okay, i had a guest on lately who made an analogy between e-giving fund-raising and selling cars. He had an interesting infographic, sort of whimsical, but was making making the point. So now there is an automotive off relationship, okay, unemployment, mazarene heimans huge unemployment well, it’s, it’s huge in some sectors and some sources, obviously individual for individual giving. And you know, tony, one of the things we’ve learned through the process of creating the atlas now on running it for a few years is that the charitable giving machine is very intricate. And so how an organization raises money is oftentimes mohr important related to the economy than what sector that they’re in? And one example i would give you over the last two years as unemployment’s bin as, you know, very high and by historical standards so unemployment’s been high that has a huge impact negative impact on those organizations, which primarily rely on small lots of small individual gifts. I’m by the same token, the organizations that have relied on on major gifts, colleges and universities. Is an example. Thie education sectors done very well the last couple of years, but the stock market has done exceptionally well the last couple of years, and the unemployment rate for college graduates their alumni is less than half of what the overall unemployment rate is for the u s this is all very interesting level these moving parts now you have close to a million data points. Is that right? Are is that right? Or, you know, one of the one of the things is a very high number nine hundred ninety thousand something you’ve got nine hundred ninety thousand data points and so that’s that’s about fifty years of giving history and all the variables that are involved. And so we’ve used that now to create what will be an instant custom forecast for organizations to be able to use, and the reliability is still at the ninety five point, five percent or little hyre it’s, the reliability on that particular product is going to be very high it’s going to be in excess of ninety five percent. We also have what we call atlas premiere, where we actually taken organizations multiyear, giving history and build their own algorithm. We can determine what economic and demographic factors dr giving that for that with them individually for them. Yes, ok, very interesting. We have just a minute before a break. Why don’t you, uh, thi’s two thousand twelve will just give us a broad overview of two thousand twelve, and after the break, we’ll go into the details. Two thousand twelve was a solid giving year, but i’ll parenthetically say, not for everybody, okay, but it was a very good year, right? What it was a very good year. Giving was up six point, seven percent overall in the nation right in two thousand twelve. Okay, we’re going to come back and talk in greater detail about two thousand twelve and also the forecast for two thousand thirteen. After this break, stay with us talking alternative radio, twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam lebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. 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 classics, 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. We’re with rob mitchell’s, ceo of atlas, of giving. We’re talking about all kinds of giving last year and this year. All right, so let’s go into detail, rob about twenty twelve let’s start with the sectors who did what? What sector did the best in twenty twelve? Well, we had several sectors that were extraordinarily good. The environmental sector, though it’s, the smallest sector that we measure, had a very good year in two thousand twelve. What what’s the what’s, the proportion of giving that goes to environmental? I think environmental is about five percent of all giving. Ok? And how well did they do? They actually did very well. The environmental sector was up ten point nine percent in two thousand twelve. Okay, let’s, look it at other sectors. I’m sure you have education. Education had a good year. Education e-giving was up eight point eight percent in two thousand twelve. Okay. And disaster relief was was comparable, right? Disaster relief was comparable in large measure because of hurricane sandy or i guess superstorm storm sandy eight point eight percent also a point. Okay, religion. You had said last year that religion was a declining percentage. Of total giving it isthe continues to being continues to be so what is the proportion that goes to religion now? The proportion that goes to religion now is thirty five percent of all gifts go to religion. And was that was a thirty six last year. Was it a percent hyre or it was a percent hyre last year. Okay on dh s o education is now is declining. And how? How much religion is the client? I’m sorry. Religion is declining as a percentage of total giving as a percentage of total. How did it do? Last year in religion? One thousand religion e-giving to churches and religion was still up in two thousand twelve. But it was up less than the national average and up less when compared with all the other sector. So was up four point two percent. Okay. And you had said earlier the national average is six point seven percent. E-giving that is correct. Okay? And how much is that? How much is how much is our total e-giving from all sources? Three how much was in two thousand twelve? Three hundred little over three hundred and sixty nine billion dollars was given. To charities of all kinds in two thousand twelve. Okay, let’s, let’s. Keep it let’s. Keep looking at the sectors. What other ones have you? Have you got there? We did disaster environment, religion, education. Health was up five point eight percent. The arts were up eight percent. Human needs in society was up seven point eight percent international was up seven point three percent. And what the what we call the analogue k did sector, which includes things like donorsearch vise funds was up nine percent. Okay, now this is a world premiere of these numbers, right? These have not yet been released. They have not been released. In fact, our official press release is not scheduled to go out until tuesday. Okay, outstanding. We have a way. Have some prizes to give away. You’re giving away some subscriptions to atlas of giving for a year. Why don’t you just tell people what it is? They’re they can win. Well. Starting next week, in the middle of next week, we’re going to introduce what’s called atlas custom. And so the winners of these will be able to go on our web site with a code that that you give. Them and they’ll be able by answering six questions about giving at their organization things like what was their total giving last year? What percentage of their gifts came from foundations, corporations, individuals in bequest, those kinds of questions? They answer six easy questions, and they get a twelve month forecast that has for their organization, and we’re going to be charging three hundred forty nine dollars. And by the way, our forecast is updated each month because just like with a weather forecast, we can’t predict today what the weather is going to be a year from now in new york city, whether is a bad example, i think you should find a different analogy to make them whether well, actually trust the weather are twelve month forecast is a whole lot better than the weather. Okay, we hope so. All right, so so users so winners can go in as many times as they’d like throughout the year that they’ll get the free subscription. Sure, but the numbers are only updated once a month. The numbers are updated once. Okay, excellent. And we already have a winner. The winner came from our survey results on that is her. E mail is cheryl at ascending? Non-profits so we’re going to be sending cheryl at ascending non-profits, eh? The code. We’ll give the email teo robin, he’ll give you the code. Is that how it was going to work? That’s bad is how cheryl congratulations and one of the questions that we asked on that survey that cheryl won. And by the way, did you know we have a survey often on shows? If you didn’t know that, then you should be subscribing to our weekly email alerts. They come out every thursday. Tells you the guests are going to be that week and also has a link to the survey. You can also find the survey on my blaga tony martignetti dot com one the questions we asked is, do you benchmark your charities giving against others in your sector? And about two thirds said yes on one third said no, very interested into that. All right, two thirds. And this is atlas e-giving is perfect for benchmarking it is you want to see how you did compared tto your sector, your others in your state and in different from different sources. Well, and one thing i would say is you know, we’ve talked about this new product that’s being debuted next week that we’re giving away today, but we have a free product and the free product comes out once a month and it’s the atlas of giving report and it shows e-giving by month for the last twelve months and so you’re able tto benchmark your results by sector source and state every month, and it doesn’t cost you a dime. All you have to do is go to atl e-giving dot com okay, but what we’re giving away is the custom and custom custom forecast custom forecast. Okay, we have a way for live listeners to win that custom forecast. We’re going to give away two on twitter and two on facebook going to see how this goes. I i’m asked the first to people who tweets or put on the show’s facebook page this phrase, i’m listening live too hashtag non-profit radio and we all know the hashtag is the pound sign i’m listening live to hashtag non-profit radio tweet that right now, live listeners tweet that right now if you’re one of the if you’re the first or second person to tweet it, then you’ll win, and if you’re the first or second person to post that phrase on the show’s facebook page, you also will win. I’m listening live to hashtag non-profit radio. Go to twitter, go to facebook, do it right now and this is a good time to send some live listener love we got live listeners san antonio, texas, yonkers, new york and south field michigan is that field? Sam, i can’t read your terrible writing. Southfield, michigan, yonkers, new york and san antonio, texas live listener love going out to you and yes, we have listener’s foreign as well. Valencia, valencia, spain welcome hola. Okay, rob mitchell let’s get back to some of the numbers on san will be monitoring the hashtag in the studio, but we’re also going toe check it with the show social media manager for final results will come from regina walton. Um to what do you attribute this very strong two thousand twelve giving here? Well, there, there are several things one, as i would say, the stock market had a huge impact. The dow grew at more than ten percent in two thousand twelve, the broader market, the s and p measurement of the market cruise. Sixteen percent in two thousand twelve. That was huge. Gdpr gross domestic product, really gross domestic product, was up and accelerating in the last in the last part of the year, the last half of the year. That was that’s, always good news, forgiving. Home sales home sales are r the the best they’ve been in the last five years. Home prices we have seen the worst. It’s over home prices are on the rebound. There were there were some there’s, some great things. You know, when people think about the economy typically they think about this amorphous economy. And if you listen to too much news from the media, you get a distorted vision of what the economy is really doing because there are certain factors in the economy. I bet that most of our listeners today were unaware that start the broad stock market was up sixteen percent last i agree, i think most people aren’t aware of that. And so now the one thing that is that the year could have been a lot better, because if you consider the fact that individual giving accounts for seventy five percent of all gifts in the united states, unemployment is still a major drag. We started the year with unemployment at eight and a half percent, and now unemployment is at seven point, eight percent. So a slight improvement, but based on historical levels of unemployment still tough and here’s the thing about unemployment to when it relates to giving, if you’re out of a job or you fear becoming out of a job, you discontinue your charitable giving on for the most part, drastically reduced, and then once you become reemployed, what? What our studies show is that you are you’re giving will not continue for another couple of years after you become reemployed because you’re you and your family are making up for it, but you’ve got to catch up it’s deferred expenses, replenishing your savings, the vacations that you didn’t take, those sorts of things so charitable giving there’s a delayed effect and high unemployment and it’s huge in in in the charitable giving pie for the u s because individual giving is such a large part of that seventy five percent. One other thing i’d say on the positive side about individual giving, this was a fantastic year for what i’d call the uber gift. Warren buffett gave a three billion dollar gift this year. Mark zuckerberg, the founder of facebook, gave a gift that was a billion million dollars shy of five hundred million dollars. In fact, there were there were five gifts that accounted for almost two. Point five percent of the entire charitable giving economy, and this is a typical compared to two thousand less this is that this is the year where i would say is the the rebound of the nine figure gift and s o we haven’t had gifts this size in the last couple of years, and this has been good, okay? We have a couple of people who have tweeted the phrase durney i i’m listening live to hashtag non-profit radio looks like michael baker and jim gillette, but we’re going to confirm that the final arbiter of the prizes is the show’s social media manager, s o preliminarily it’s, michael baker and jim gillette on twitter. But we can’t say for sure on facebook. I don’t know we’re not looking at facebook in the studio, but facebook put that same phrase on the show’s facebook page. I’m listening live to hashtag non-profit radio and if your first or second you will win one of these subscriptions you rob, we’re talking about individual giving, so why don’t we talk about some of the sources of given and how those did compared to two thousand eleven let’s start with individual what happened? Individually, individual gifts were very close to the national average and gain percentagewise. Individual gifts were up six and a half percent in two thousand twelve, and we would expect that because that’s such a big proportion such a big proportion of the economy. Okay, well, your foundation’s foundations were up nine e-giving was up nine point three percent and that’s private foundations, right? You distinguish them private foundation. Okay? And and how about corporate foundation and corporate direct corporate foundation and corporate direct was up four point seven percent in two thousand twelve. Ok, and the one near and dear to my heart as a request bequest, we’re up five point nine percent below the national average, though below the national average. Unfortunately, alright, i’s, that all the sources that you, the fact we tracked four sources individuals, corporations, foundations and bequests. Okay with me is rob mitchell he’s, the ceo of atlas of giving, which you’ll find at atlas of giving dot com on. We’re talking about giving last year and later on we’ll get teo this coming year. Let’s, talk about some states. Yeah, you have. Ah, what? What’s? The most generous state in your measures. Well it depends on whether you’re talking about giving growth or total giving because total giving is directly related to population, as you might imagine, california, california, california and new york or big about texas, texas, texas is big and texas had a great year. I don’t know if this is widely known. Texas is the second most populous state, yes, rowing, because california, texas, new york yeah, you’re you’re aware thatyou gets out of that. Of course they have sex, and i’m always proud of things that are bigger and better. Text is texas living up to its number two population size in terms of overall giving it iss in fact, e-giving in texas was up over eight percent this year, and i would tell you this tony about st giving about regional giving if you look at the states that did well last year, no surprise those air, the states that that had the most robust look economies for those states and so texas’s experience as texas is an example is experiencing a huge swell and uptick in the oil business, and it has a very compared to the national average has a low unemployment rate and so other states that have done well the past year, florida, pennsylvania, illinois and so those states have done very well compared to the other states most of the other states were, you know, they’re pretty close to the national average just above or just under okay, well, what? Which state had the largest growth in e-giving from two thousand eleven to two thousand twelve? That distinction falls to let me look at my notes here for a second, okay, that distinction falls, tio see? Well, rob is looking that up. I’ll remind you if you tweet, if you post the phrase i’m listening live to hashtag non-profit radio on the facebook page shows facebook page if you’re the first or second person to do that, we will give you one of these three hundred forty nine dollars subscriptions to atlas of giving for the whole year, you’ll be able to personally predict how your fund-raising will do. Bye bye source do we have? We have that we do highest increase what? I’m really disappointed, tony, because texas didn’t make it to number one, but illinois was first with seven points. Well, excuse me. Florida was first was eight point four percent. Growth eight point four percent in florida. Ok, eight point for illinois. Second was seven point seven. Texas was in third place with eight and a half percent. Okay. All right, top three. Interesting. We have just about two minutes before before our break. Do you consider donorsearch vise funds? How do they think they work into your that’s? A very big source of its e-giving. And then ultimately, hopefully sometime there’s a delay of gifts to charity had well, the way that it’s working now is very interesting because those gifts are factored in. And if you look at our largest donor advised funds the fidelity gift fund, they they’ve renamed it, but they had a they had a record year for the second year consecutively and grants made out of the fund and on new gifts into the fun really grants out. Yes. Very interesting. Yes, but we like to say and so but they’re they’re they’re gifts in group. Believe it or not. Year over year eighty nine percent from two thousand eleven to two thousand twelve. Holy cow! Are you sure? Yes, pasha it’s. Not a mistake. Positive. You can go to their website. Check me. Out eighty nine percent growth you’re over from eleven to twelve. Yes, my goodness. Okay, we’re going to continue this discussion after the break. Tony’s, take two, and then, of course, robyn, i will keep talking. Do we have there? Have anybody who facebooked thea, nobody you could still win on facebook, are still giving away to atlas of giving subscriptions on facebook. Post the phrase on the radio show on the show page. I’m listening live to hashtag non-profit radio. I hope you’re going to stay with us e-giving thinking, tooting, getting ding, ding, ding, ding! You’re listening to the talking alternative network, itching to get in. E-giving 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 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 the talking alternative network. I’m leslie goldman with the us fund for unicef, and i’m casey rodder with us fun for unison. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Welcome back to big non-profit ideas for the other ninety five percent time now for tony’s, take two at roughly thirty two minutes into the hour. My block this week is the i r a charitable rollover revived. I mentioned it last week, but i want to spend another a few minutes talking about it because you still have this. Your donors to still have this january catch up provisions a reminder that the ira e-giving was revived in the american taxpayer relief act that was passed on january first. It’s not really a roll over, roll over is the ah popular phrase it’s ah it’s actually a distribution and it’s called a qualified charitable distribution so that’s what i’m going to call it, i use roll over on the block just because that’s, what people are going to search for your donors have to be over seven, seventy and a half or over on the date they make their gift. They do this from a traditional or a roth ira. They have ah, maximum qualified charitable distribution of one hundred thousand dollars per ira owner and that’s across all the across all the qualified charitable distributions they might make. The different charities per year, so one hundred thousand dollars maximum per ira owner per year, and the distribution has to go directly from their ira, too. Your charity this january catch up provisioned that i mentioned is that if if they make a qualified charitable distribution to your charity in january, got to do this before february first, then they can count it toward two thousand twelve, and that will do two things for them in two thousand twelve. It will be eliminated from their taxable income, so it’s not reported as income, and it will count toward there rmd or required minimum distribution. So two thousand twelve most people have probably already met their required minimum distribution because we didn’t know we were gonna have these this catch up provisions. So by december thirty first, people probably already took what they what they needed to otherwise they would have been penalized, but this has the advantage of being nontaxable and still counting toward that required minimum distribution. There’s a lot more about this on my blogged at tony martignetti dot com, including a one page downloadable briefing that i wrote for you that you can use to brief your board use it in the newsletter or email blast. Ah, that is also part of that post on my block, continuing now with rob mitchell, ceo of atlas, of giving and rob, why don’t we talk a little about you’re twenty thirteen forecast? Well, thanks, i love talking about the forecast, although i i’m afraid i don’t have great news for two thousand thirteen so the atlas, by the way, is the only forecast for charitable giving in the us and it’s been very reliable on dh, as i mentioned before, month to month it’s it’s nearly one hundred percent reliable actually for the quarter. It’s a little less reliable than it is for the six month period but for twelve months ahead. It’s very reliable with the variants of about one and a half percent. Okay, so it’s it’s a very reliable forecasts are forecast for two thousand thirteen. We should have a drum roll because it’s the world premiere that’s the world premiere of this forecast it’s a world premiere the forecast for total giving for the united states two thousand thirteen will be three hundred seventy five billion, which is only a one point six sadly only a one point six percent increase over two thousand twelve. Oh, my goodness, compared to six point seven from from last year. Yes. Okay, um, you have something special about the last quarter of this year? Well, actually, the last four months of this year. Indeed, for the first time since we’ve looked at things the it’s actually more than the last quarter it’s out called the last trimester, it starts in september and so what we’re what the atlas is showing for september, october, november and december is that giving will actually be less than it was for those months in two thousand twelve. So if you’re relying on a big year end, this isn’t the year for it. And why do you predict that those four months are going to be so much worse than the corresponding months in two thousand twelve? I think a major factor is the stock market, and we’re not expecting the stock market to have the same kind of year in two thousand thirteen that it’s had the last two years, so stock market growth is certainly a part of it there’s some other factors involved, you know, we talk about individual giving, making up such a large part of the charitable pie and there’s some things that have hit americans starting in two thousand thirteen that are going to have an impact on individual giving for those of us who work and have social security deducted from our paychecks, we just had a tax hike, and so it means less disposable income consumer confidence, though, is it? It rose a bit in two thousand twelve, consumer confidence for two thousand thirteen is not looking so good, so so those are some of the factors that are that are going to drive e-giving to a lower growth point and in terms of of this last the year end for two thousand twelve, you know, we had a we had a great stock market when people are thinking about we also there’s some, there are some concerns and some of the things that drove giving in the last quarter of this year, including things like the the buffet in the zuckerberg gift who are the you know, it’s expected that taxes are going to go up in the charitable deduction is in question may be a loss of the charitable deduction it may. Be a reduction in the charitable deduction, so a lot of people were motivated to give it the end of two thousand twelve gifts of appreciated assets or set up planned gifts at the end of two thousand twelve, and that is not going to be the same case in your end this year. Okay, okay. Just in that little little niche of planned giving them. But you’re you’re measuring realized bequest? Yes, we are ok at people’s deaths. Okay. I want to take a moment to send out some more live listener love. And also we have a contest for podcast listeners. Podcast listeners the nine thousand you listen on from itunes you are not for gotten by any means. We have a contest for you also. But let’s send live listener love teo, nanjing, china ni hao taipei, taiwan. I don’t know how to say hello in oh, no, taiwan is chinese. So anyhow, i do know, of course, and i know that china chinese has spoken in taiwan. It’s, common knowledge. Inchon, inchon, korea on you go and seoul, korea also neuro haserot lots of live listener love going abroad now for podcast listeners. You, if you want to win one of the subscriptions to atlas of giving? I want you to put on the show’s facebook page, i’m i i listen to the podcast and use hashtag non-profit radio i listen to the podcast hashtag non-profit radio and i know when the podcast comes out so live listeners don’t think you can get away with this because i know very few people know when the podcast goes live so that’s on what did you say on facebook? That’s on facebook podcast listeners only i’m going to give away three to podcast listeners three atlas of giving subscriptions i listen to the podcast hashtag non-profit radio on the show’s facebook page. Okay, rob let’s, talk about how the different sectors are going to fare in twenty thirteen who who looks the best? The best is again well, not again, but the best sector forecast for two thousand thirteen is the environmental sec geever up five point nine percent now that helped that’s helpful and good, but again, the environmental sector is the smallest sector of the nine we measure so there’s. You know, i could speculate as to why the environmental sector is doing well, i think. It has a lot to do with the fact that many of us are more in tune with environmental issues than we’ve ever been before. What is that? What is the largest sector? Well, of course, the largest sector is religion, religion, e-giving your churches and religion okay, predicted to continue its declined one percent at a time. Yeah, well, actually, religion is actually going to gives to churches and religion is forecast to experience a really decrease from two thousand twelve to two, two thousand thirteen, so not only in well, is it going to decrease in percentage of overall giving that it represents also yes, another percent down to thirty probably will be another person for i think we’ll be down to thirty for ok. And how much do you predict that the overall giving to religion will decline? A little less than one percent point eight percent so nearly flat. But it is what we’re showing today is that by this time next year, gifts to churches and religion will have shown a decline. Okay, now all of these predictions get refined every month after month, right? So atlas of giving subscribers and the lucky people who win the wind the subscription khun see month after month how the different sectors are predicted to do for the for the next twelve months or in the next twelve months, right? Not just to the end of the counter here, but for the next twelve for the next twelve months. And this is important as a practitioner, because if you’re setting a budget and let’s say your fiscal year doesn’t start with january one when i was at the american cancer society, our fiscal year started september one, so you want to be able to have a forecast so that you can do your budgeting based on what you’re this whole year is? And one of the other things i’d say that’s important about the update monthly in the forecast is i was at the american cancer society in two thousand won and we were having, ah, good year and most organizations in america, we’re having a good giving year in two thousand one, and then we had september eleventh and the world change and giving came to a near stand still for six months, and so just, you know, there are events that unfold oppcoll month to month not every month and and not every day, but events effect giving. And so a dramatic event like that obviously has a big impact. But their events all over all over the u s all over the world that an impact giving and that’s the reason for checking in regularly with the atlas to see what the forecast has become. Let’s, let’s spend a little more time on the different sectors. Sector predictions for two thousand twelve why don’t you just go through a sari for two thousand thirteen just in the two minutes or so we have a break one before we have a brake lines just run down what the sectors look like for this year. Health is going to be just a bubble above flat at point three percent growth education will be two point, six percent growth, human services, and this also includes disaster services, up four point nine percent. So compared to the field, that sector is expected to do well. The arts up two point seven percent i’ve already talked about the environmental sector up five point nine percent international, up two percent. And then our unallocated sector, which includes things like donorsearch advised funds and those don’t then those charities that don’t fit well in another category up three point seven percent. Okay. And so that analogy hated would consider would include all the social service, human service agencies, grassroots agencies. No, no, no. Those those would be in our human services and disaster. Yeah, we do have human services and disaster. Yeah, i said okay, just a minute or so before the break. Why don’t we just run down? What the different sectors are in terms of which is largely no religion is the largest on that. Gets predicted to get about thirty four percent of giving. Yeah, religion. None of the other fact. How do the other sectors? Fair. Religion is the largest. Currently thirty five percent. Education is next with sixteen percent. Human services disaster services. Twelve percent of the entire giving pie. Um, the unallocated sectors ten percent society benefit eight percent international, five percent. The arts for percent. And the environmental sector is at two percent of the pie. All right. When we come back, we’ll talk about different sources. Oh, and predictions for two thousand thirteen. Stay with us. Snusz you’re listening to the talking alternative network. Duitz lorts cerini 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 roof because 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 that monty taylor. Dot com. Talking alternative radio twenty four hours a day. Even more live listener. Love going out tio, gwangju, korea, on yo haserot and fu zhou, china now also tonawanda, new york and philadelphia, pennsylvania. How you doing? Another survey question that i want to share with listeners was, do you benchmark your charities giving against others in your state? The previous question was by sector by state, it’s actually reversed on ly one third said yes to that by state, and two thirds said, no, they don’t, and in a couple minutes i’ll have the answers for different types of giving that charity’s listeners are our benchmarking. Rob let’s, let’s. Look at some of the sources of giving in two thousand thirteen, individual, we’ve said a couple times is the biggest. How is individual going to fare in twenty thirteen? Well, consider the context of total giving for the u. S is projected to go up one point, six percent individual gifts. We’ll be up one point, two percent. Foundation gifts. And this is an area that practitioners might want to focus on next year. Foundation gifts are our forecast to be up four point nine percent. Okay. How did foundation do in two thousand twelve, they were up nine point three percent. Yes. Okay. All right. So so foundations is kind of the highlight by source. The low light. Well, before i get to the little light, i’ll give you the other kind of sad news. Tony, given your background is the request giving. No, we’ll only be a point. Seven percent. Now these air realized request. This is not this is not pipeline sort of stuff and plan giving. This is actually realized bequest. This is interesting. So that means that the people who created gift by will years ago are going to die at a slower rate or their gifts or smaller in their wills. What could you possibly know this? Well, there’s. Some demographic factors involved. And so yeah, i mean, the death rate, the population, the age of the population, those sorts of things matter. But more importantly, and more specifically, the value of our persons of state is what matters the most. And so, as you well know, many people leave a percentage of their estate to chair to a number of charities. And so when the value of their estate, because of the value of the stocks that are in this state or the value of the real estate that’s in the estate is is lower than the bequest, the actual realized request number becomes lower. Okay, mix mix. Good sense. I see how you could know that. Ok, why did you continue? Go ahead. S o the sources. So one left and it’s it unfortunately is going to be the low light forecast for two thousand thirteen. Corporate giving will actually decline slightly. Just it’s basically flat but it’s forecast to be down point three percent. Okay. And what would i thought? We’d said religion was going to be down. Well, you were talking about that’s, a sector and i’m talking about me that i’m screwed up. Okay. Sorry. This is sources. Yes. Alright. So business foundations the low light down. Three tenths of a percent. Okay, now this is interesting. Individual giving is going to be up just one point two, um and overall giving will be up one point. Six. Yes. What’s ah, what’s. Boosting the overall foundation giving. Okay, it’s okay. And what’s the percentage that foundation giving represents to the to the total foundation e-giving represents rob on the spot you got me on. Ah, got its thirteen percent of all giving excellent. You have these numbers. He makes you think he’s sifting through papers, but he just he is modest. He has these numbers off the top of his head. I’ll share another survey result. The question was, what types of giving do you benchmark? If if you do benchmark what types of giving total giving? About eighty six percent of people benchmark total e-giving e-giving at specific dollar levels about forty three percent. About twenty seven percent benchmark private foundation giving and about fifty seven percent said that they benchmark corporate foundation giving and nobody benches their planned e-giving i’m dismayed by that it’s interesting there’s no competition in in the death business, which is my business. That’s why i say that my business’s plan e-giving, um, we have just a couple minutes left, rob mitchell and i want to ask you take a love moment. What is it that you love about doing the atlas of giving what is it? What? What drives you about this? It’s it’s learning essentially because all those all those decades is a practitioner. I didn’t have access to this kind of information, and if i were a practitioner today, this would definitely drive how i allocated my fund-raising resource is through the year how i did my budgeting, it’s it’s an amazing thing how how i distributed my fund-raising budget as an example diversification of the way you raise money makes a huge difference and understanding who how you raise money and who you raise it from makes a huge difference to and can increase the levels of your giving. And so we’re learning things because we have access to this information that we’ve never been able to know before, and that is what keeps me going. I really do love digging into these numbers. Rob mitchell, ceo of atlas, of giving it’s at atlas of giving dot com rob, thanks very much for coming to studio from texas being a guests pleasure loved it. Happy trails glad to have you back next week author yana jane hoexter will be in the studio for the hour talking about her book, grantwriting, revealed twenty five experts share their art, science and secrets. We have nine thousand listeners, a little over nine thousand listeners non-profit radio and fewer than twenty itunes readings. Let’s, go get the number of itunes ratings to reflect the nine thousand people who are out there listening to the podcast. Why? Why does why does tony think that’s important? Because that gives us prominence in itunes and helped expose the show to more non-profits therefore, helping the entire charity community so help raise the stature of the show, and that will help other charities. You can help. You could do that by let’s by getting the number of ratings up, and my goal that i’m setting is one hundred. We’re at a little under twenty right now, so that’s a fivefold increase there’s a goal of one hundred, i’m asking youto go to itunes and give the show a one through five star rating live listeners as soon as the show’s over go to non-profit radio dot net and then from there you can get the itunes non-profit radio dot net is the list of the shows in the archive. From there you can view the show in itunes and give us a rating one through five podcast listeners. Please do that let’s, get to one hundred ratings and help share the show with mohr charities, and i thank you very much for your help with that, our foreign language. Good luck, the way performers say it feature is over. I’m declaring it over, it has had enough. We were everywhere from serbia. Yeah, serbian, croatian, teo french, and we’ve we’ve had enough. I’m saying sayonara, chow mary-jo to that feature, our creative producer is claire meyerhoff. Sam liebowitz is our line producer. The show’s social media is by regina walton of organic social media, on 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, which is talking alternative broadcasting. Hyre think that shooting the good ending. You’re listening to the talking alternative network, waiting to get in. Nothing. 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 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. 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. 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Nonprofit Radio, January 11, 2013: Social Media Data To Find Advocates, Leaders And Hidden VIPs & Get Engaged IV

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

With Mark Davis and Casey Golden at Blackbaud 2012
With Mark Davis and Casey Golden at Blackbaud 2012
Casey Golden & Mark Davis: Social Media Data To Find Advocates, Leaders And Hidden VIPs

Casey Golden, CEO of Small Act, and Mark Davis, director of product marketing for Blackbaud, want you to leverage social media metrics to find hidden gems among your constituents.

 

 

 

Amy Sample Ward
Amy Sample Ward: Get Engaged IV

Amy Sample Ward, our social media scientist and membership director for Nonprofit Technology Network (NTEN), continues our series on serious engagement through the social networks, looking at staffing. Who should do it? How much time will they spend? What policies do you need? Previous discussions in the series were 10/5/12, 11/16/12 and 12/14/12.

 


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If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

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No. Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent it’s january eleventh, the day before my birthday. Oh, i very much hope that you were with me last week. It would hurt me deeply if i found out that you had missed the future of planned e-giving marketing. Greg warner, the founder of marketsmart, shared his insights on multi-channel awareness building, generating and cultivating leads and tracking what works and free radio and tv to boost online ticket sales. Amy spencer, market manager for blackbaud, and kevin russell, professional services manager for blackbaud wanted you to recognize that you have leverage with the media and that’s. Sending press releases is no longer the way to get radio and tv exposure for your event this week, social media data to find advocates, leaders and hidden vips casey golden, ceo of small act, and mark davis, director of product marketing for blackbaud want youto leverage social media metrix to find hidden gems among your constituents. This was pre recorded at the bb khan twenty twelve conference that i was at last october and get engaged for amy sample ward, our social media scientist and membership director for non-profit technology network and ten continues our siri’s on serious engagement through the social networks looking this month at staffing who should do this social network engagement? How much time will they spend and what policies do you need between the guests on tony’s take to my block this week is charitable ira rollover revived? It was brought back in last week’s tax act, and i’ll explain how it works, and claire meyerhoff will be with me to give quick tip on promoting charitable ira roll over donation duitz right now we go into my pre recorded interview with casey golden and mark davis, social media data to find advocates, leaders and hidden vips here is that interview welcome to tony martignetti non-profit radio coverage of bb khan twenty twelve we are outside washington, dc at the gaylord convention center and with me now are casey, golden and mark davis closest to mia’s, kacey and he’s, the chief executive officer of small act and mark davis is director of product marketing blackbaud they’re seminar, topic is creating impact with social data identifying and harnessing advocates, team leaders and hidden vips. Sounds very secretive. We’re gonna unpack that. Gentlemen, welcome. Thank you very much. Thank you. Case you want to tell us order audience first. What? What small acts work is sure we were focused in the non-profit industry to help organisations use social media, but also importantly, social data too do better job on social, but also importantly, really realized the value from social and intelligence for all parts organization for direct marketing advocacy campaigns. Okay? And why don’t we stick with you and see hidden pipes is the most sort of interesting part of your seminar topic? What were we talking about? Hidden vips? Sure, so typically within the non-profits they have ah, you know, a large number of people that they received donations from, but they don’t really know the full context of who they are, so they know how much they’ve been given maybe how often or if it’s more than once, but they really don’t know the context of that gift. And so for most often, when we sort of work with non-profits there’s, usually somewhere between one two five percent of their list, that has a really big potential that they just had no idea was there, so they’re kind of hidden. Gems where either they’re a blogger or there very advanced professional in their career and so on. Some really different ways that people are valuable for gun is ations, but they’re just unknown. All the noon was as a donor. Yeah, okay, mark. What? What? What is it you guys are trying to improve upon what we see charities doing incorrectly or not doing that? They ought to be with with their social data? Sure. So where black bod in partnership with small act is what we’ve basically introduced? This concept of a social score and a social score takes simplifies for fundraisers marking professionals and non-profits to really summarize their constituents, whether they be donors or advocates or their supporters into four categories, and those categories span from individuals who are going to be very well, highly connected through social media, those individuals we call key influencers on the second level, we’re going to be those individuals who we call engage er’s. Aii those people that can really expand the message and or holly engage in social networks and the other two categories, which are the masses are consumers, whether they’re consuming from multiple channels, maybe they have a twitter account and have a facebook account and they’re consuming information via by those channels or standard consumers just an individual as a facebook profile. So what we’re trying to really improve upon is having non-profits have a better understanding of their supporter base of their database to understand how these individuals were interacting through social media, okay, and scoring people not unlike you would with a screening for financial wealth. Yeah, way talking, something analogous and absolutely so you know blackbaud we have a whole number of financial scoring metrics, whether it’s wth e-giving score where we could understand people’s based off of their ability to give and their interest to give, this really has to do with understanding and individuals can activity and the reach through social media, how many people can they reach and through their friends and people are following them, but also more than just how deep is that reach? How connected our lead these people are they are they just tweeting once once you know, month oh, are they really tweeting every single day? And they have a very strong connection. So really trying help non-profits find their justin bieber’s in starita base, ok? And now an example. Ok, a great one, but we’ll work with it. It makes the point now, so i around around different social platforms, i do see companies that are trying to tell you how deeply influenced you are deeply influencing you are, or how deeply influencing let’s say in twitter, your your followers are, which, which is a measure of how deeply influencing you are as well, but you’re trying to coalesce this all together, i guess, yeah, so i think the value to is that it’s not just a general influence and i think the big guy of working in partnership with blackbaud is that it’s relating influence on social to meaningful things inside the non-profit to sustainers programs to annual giving to advocacy efforts, and i think that’s really makes it different from any other type of influential rating where it’s not just dozes person connect, but it also incorporates their relationship with the organization and really kind of bringing out the best and how they can sort of be engaged in a win win relationship. So we really try to help take that influence and really could use that in a meaningful way. Okay, now. Mark, is this a is this a blackboard product that what’s the name of the product? That’s called the social score and it’s available through our target analytics, who as you for mentioned the data screening around wealth, they provide the same capabilities for non-profits around wealth screening and that same organization could now provide this opportunity around social going now help listeners understand what’s the relationship between target analytics and what they’re probably most familiar with is your razor’s edge product what’s the relationship between those two? Sure, yeah, analytics and absolutely so. Target analytics is a division of black bug that focus is really on a number of areas, but in particular, talking about modeling. It also talks about data enrichment services, which we talked about, which is really taking your database within the razor’s edge, and the targ analytics team can add new data that you may not have like everywhere from the age or e-giving are they’re giving in other organisations or, in this case, obviously social media connective ity ah, and also the targ analytics team can help on organization with the razor’s edge database, analyze and kind of predict predictably modeling understanding hey, these are individuals who you think you should talk to a little bit more. So when you’re talking to people about in blackbaud about target analytics, you could say that you want to include the social score absolute or it sze already included no itt’s an add on it’s, a new data service that blackbaud much early this year and partnership with small act on dso that’s an add on service and we could talk about the logistics and how it’s doing its really easy, actually, so really, all organization needs to do is to give blackbaud a database of file and really all we need in order match up the social score and a whole bunch of other data really have to do a social networks is just an email address, so we’ll take that e mail address and then using through small lack service, we provide back to the non-profit all ho, ho ah, whole host of information that is all publicly available so we don’t get in and, you know, access data that may be on the facebook’s on individuals facebook profile that’s not publicly available if it’s private setting, we don’t have access to it, but ifit’s publicly available, we have access and we’ll and we’ll give that information. And also, as i said, the social scoring there’s some calculations associated with that. Okay, now, casey, obviously a lot of the work is proprietary, but sure you can. You can you tell us what you can about what small act is doing with that email address? To come up with the social score for each person? Sure. So a cz mark said everything is it’s possible to do this all manually. So just taking, you know, maybe fifteen, twenty, thirty minutes to sort of go to your google searches and find things out there. So what we do is we mapped an email to the social networks that are sort of publicly available and connected. We also then go step further where we actually take a look and at the person’s pope behaviors. So there’s, the first step is to kind of create the blueprint of where this person is a member of and how they socially network. The second step is to understand their engagement, their networks, they’re reciprocity levels, all those types of things. It was really creative, valuable influence or a person who can engage your content or what style is really going to best fit so that’s kind of where we do the blueprint and then we sort of color in the different pieces with a little bit more analytical. I’m understanding of what they talk about, who they talk to, how often you know how much they share and how much people share with them, etcetera. Ok, and how deep are you going into social sites that aren’t particularly common waken all name the easy ones off the top of our heads, but into our maybe kora is one, but how deep are you able to go? Yes, so so we so at a sort of maximum capacity that we find somewhere between twenty to twenty five different networks. So, interestingly enough, you mentioned cora when we’re working with national wildlife as one of the interesting things found in that analysis, those who had a membership encore actually gave significantly more so is very interesting sort of subset of them that they hadn’t even thought about before could sort of minor network pompel yes, oh, it’s comprehensive that way, but but it’s a full set talking alternative radio twenty four hours a day. 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 to one eight, one eight. Three backs to one to seven to one, eight one eight three. The conscious consultant helping conscious people be better business people. 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Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com okay, now tony martignetti non-profit radio i have drug in jail, which i’m probably guilty of myself because quarrel, because it’s not that well known it is among some circles, but it’s, not another. So it’s it’s first for listeners, it’s spelled qu o r a and casey, i’m going to ask youto back-up we participated on ly very lightly. Why don’t you explain how quarrel works and why it might be valuable for charity? Sure. So i think there’s a, you know, a different couple way to ways to describe it, but, um, in viewing it from our perspective, there’s a lot of thought leaders there, right is people have opinions who have something to say and usually it’s not just chatter, conversation it’s usually a bit more meaningful, sort of kind of like a conversational sort of dialogue versus just chit chat back and forth and that we found theirs or some really interesting again thought leaders, not just conversationalist. Perhaps they really kind of put a lot of time into that. And who were some of the thought leaders in the charity community? I mean, there’s there’s a lot. I mean, it really depends upon the specific. Area, you know, and it’s so arranges across board weathers healthcare or some sort of education or or different wildlife related organizations. Okay, mark so now we’ve identified why don’t you give the four categories again? Just perfectly just take those off. Yeah, so the four categories at the top of level, which represents approximately about andi, this is based off of data from blackbaud is small, like customers we evaluated, but in general, about the top one percent of an organization’s database are those individuals who are going to be key influencers and that’s, the top of the pyramid, these worthy individuals excuse my example, but justin bieber but justin bieber’s got all the twitter followers he’s got everyone who tracks he’s very active on that example. It’s a terrible example. I got craig newmark founder craigconnects. Would he be a key influence? You use him? He’s. Been a guest on the show twice. Actually, fair enough. Fair now is so much better. You can just say i have not had just okay, way turned him down. Actually, i would if you okay, so so that’s. The key in florence. These air individuals who are again have a wide audience on their generating lots of content and their and their content has, you know, lives through a very viral method in terms of it gets kayman to be connected and repurposed to the next grouper engages these are individuals who represent about five percent of the population but actually generate over nearly eighty percent of the content. So these are people who are in there doing consumer reviews, they’re they’re they’re they’re updating constantly through facebook, they may not necessarily have a cz wide of a range of connections is the key influencers, but they’re they’re they’re they’re level of engagement is so high that they become influential and influential in terms of the metal content of generating and then flows that can have and then the other two categories, which are the masses roughly between forty run, forty percent are going to be the multi-channel consumers, these are people that we would described as being on, you know, multiple major networks, so they usually have a facebook and at length in profile, or they’re made perhaps the twitter profile and the last one at least the standard consumers these are individuals who are kind of basically arm or most comfortable and stay in one particular network. And there these these blast two groups of people not necessarily creating lots of content, but they’re consuming content, and they’re they’re using facebook and lengthen all the social networks to to be connected with obviously all their friends and family. Okay, i’m going to take a risk here now and tried to put myself into one of these categories. So this podcast gets about eleven hundred, listeners per per week between it for two years. So we have over one hundred, one hundred episodes, is weekly. I’m totally you know, if i end up on this on the standard consumer, i’ll really be disappointed as a standard consumer. Have a block that gets between thirty, five hundred for thousand unique visitors, not hits, but unique visitors per month. Twitter. About eighteen hundred or so followers following about six hundred, people. Facebook doesn’t matter facebook radio show page has just about just scarcely eight hundred likes dahna number of likes, how do i reach that? I’ve each key influence or casey? I don’t know, i’m not you know, i didn’t mean that i really didn’t mean your floats because that’s great new mark die reaching gauger could i be engaged or status? Get so so actually doing a little bit of profiling on you prior to this, you would definitely be actually in the key influence or category mean craig newmark is, you know, like point. Oh, one percent. Yeah. Absolutly, congratulations. Yeah. No, i know where the segment if you don’t say that. No, i can i can send you a profile. Right? So we were naming the rial outliers. Yeah, among them. We knew all that already way on everything you told us. We already know that. All right? Because if you came on and said, you know, key influencers were, like twenty martignetti that would know no it’s one percent. It doesn’t make the point we love we lower the bar a little mean that lower the bar that’s the wrong way. But obviously, you know the key influences you don’t have to be the super super keum ok, that’s cool. All right, thank you. All right, so now we have these people categorized, we have our follow-up gotta go, mark what’s what’s let’s get started with some advice on what to do with this information. Now, that’s valuable, sure and that’s, you know, our session really, and goes into a lot of that because what we want to do is we want obviously educate non-profits in terms of that, that this information is available, that it is useful, but obviously a lot of non-profits they’re most interested in, you know, how does it how can i use it to find advocates and volunteers? Almost specifically, how can use it to help my fund-raising so with with the work and partnership with small act and all the organizations that we’ve worked with jointly together, we’ve begun to understand that this information is valuable because they’re certain key attributes and trends that these different groups they follow. So we tracked and analyzed individuals based off of their fund-raising potential so is it could potentially this scoring and and the presence of these individuals on certain networks could that actually be a predictor in terms of the ability to give so good example that is linked in lincoln profiles individuals who were on lengthen generally based off the data we’ve seen terms customers have use of the information these individuals have hyre lifetime value and they give hyre average gifts makes sense, right? Because they’re employed, they’re obviously well connected through through the workplace they care about their career. So therefore, these individuals are generally speaking, going to be more wealthy, so that’s a very easy example, more complicated or more sophisticated example, certainly not complicated, but definitely more sophisticated argast examples would be the correlation of an individual who was highly connected, whether the key influence you are engaged or francis the top tier and their ability to reach individuals and, say francis a peer-to-peer fund-raising event. So another group of organizations that we’ve been working with a lot have had a lot of success on this is using it to predict hey, if i’m highly connected, if i can create a network of people through facebook and twitter lengthened, for instance, or thrown blawg then very likely i knew a lot of people and if i know a lot of people than likely, i can probably know i can reach a lot of people to ask them to give me a gift. So if i’m walking for susan g komen race for the cure or make a diabetes association american heart association, these types of organizations can use this information to predict who would be good team captains potentially for walk because these individuals, naturally a good recruiters are very sociable. So it’s a very good predictor like that, and the third good example, by the way highlight that really gets a lot of non-profits thinking is the multi channel consumer. This is not a key influencers not engaged, but that third level there’s a lot of them out there, i feel bad for them as a gay influence, right? I feel bad for the multi-channel consumers well, there’s a lot of them so, so sad that it’s almost a pity that they outnumber you quite a bit, but it’s a good predictor because a lot of non-profit struggle with who our who could they connect with through online channels? You know who’s going to be a good individual who may give an online gift who may be an individuals who will consume email and communications through the online channel. So a lot eso organise you’ve been working with have been using that to predict who could be a good opportunity to give a sustainers gift ah, monthly online gift, which is very valuable for non-profits because it’s it’s recurring revenue at sitting it’s in a longer term engagement with the non-profit and they an individual who’s willing to say, i’m going to give fifty dollars, per month for the next five years is actually worth a lot more than a vigil is going to give a onetime get to six hundred dollars, because they have that that that that connection not that you ever ever used that term, but that commitment to the non profit organization. So a lot of the information we’ve been receiving from organizations is that that multi-channel consumer there used to be an online and they’re comfortable being online. So that’s a good predictor of individuals you khun target for those types of online campaigns? Okay, interesting. Now, what i didn’t hear you say is that you approach them about using there networks or talking to their networks about your work directly, yeah. Trying to help you spread your message through there through their networks, but in a more explicit way, you’re trying to do it suddenly it sounds like, you know, all three of those examples they are i think of it this way, an organization that’s using the razor’s edge or, you know, using whatever databases here and system they’re using this is additional information that can help them target those people for specific existing campaigns. What you’re talking about, which i think is also is a very good example, which i know casey likes to use, the term citizen journalists is finding those those top tier individuals who, you know they’re in your database. So how then your database, how are they connected to you? Can you start cultivating these people to be an extension, really, of your marketing? Can they get out in front of a news story or potentially some sort of of conflict or something like that where they can actually help think newsworthy that release where they either if not directly to your charity? Certainly to the work that you’re doing and how can they help spread that they could spread the message that could spread? Your message, they can connect, record their people, they could potentially become an advocate for your position. It happens to be in conflict with something else that’s going on, maybe that’s newsworthy case if you got a couple a couple examples to, it really also gives local smaller non-profits the ability to understand so one example is maryland public television buy-in working with them, they will there find this key blogger who lives in baltimore, where they didn’t know her so sophistication and she was a key influence, sir, they’re engaging her by just calling around say, hey, come down to our facility and see what we do and understanding she’s big on a lot of sort of sort of women’s issues and programming and things like that. So the key is when you find these influential people make sure that whatever is you’re asking them to do aligns with their existing passion, you’re not going to change their heart, just giving them a place to share their heart and really kind of connected with your mission that’s where i’ve seen a lot of really great things happen in another panel here, so the exact same thing really kind of working with where they are emotionally and in matching up your your mission how that they’d be happy to promote it number one because they’d be more likely to do it, but number to their audience knows that they’re an expert on that or that’s something they really care about as well. Casey, what is it you love about this work? What makes you wake up every morning? Motivated? Sure. Honestly, i really love helping great organizations who do great things in starting this particular company that’s. Why? Folks? Dahna non-profit industry instead of a lot of other compelling, you know commercial areas. Because all you know there’s on ly non-profits you have on ly non-profits and and really me nose was being with someone from st jude today anything we can do to help you know kids go through that life experience better and like that’s. Awesome it’s. Not just a job. It’s it’s. A life experience and so that that’s what makes it worthwhile for us? We have to leave it there, gentlemen. Thank you very much. Casey golden is ceo of small act and mark davis is director of product marketing for blackbaud. Gentlemen. Thank you. Very much and yankee has been a real pleasure. Tony martignetti key influencers. Tony martignetti non-profit radio coverage. I’m gonna change the show of b become two thousand twelve. Uh, thank you very much for being with us. My thanks. Also to everybody at black bart, who helped me with the full day of podcasting at their bb con conference. Gotta send live listener love before we go to a break. Oh, my goodness! Los angeles, california. Littleton, colorado st petersburg, florida. New bern, north carolina. Live listener love also manila in the philippines. Taipei in taiwan. Shenzhen, china. Chung ching, china. And for those in taiwan and china. Ni hao, seoul, korea. Manu haserot, montgomery village, maryland. New york, new york hey, what you doing out there? Hello? Right now we take a break when we come back, it’s, tony’s, take two and then it’s amy sample ward and we keep talking about getting engaged this time talking about staffing for your social engagement and stay with me. I don’t think that’s a good ending. You’re listening to the talking alternative network duitz get him. Things. 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 medication? 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. You’re listening to the talking alternative network. Duitz lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m ken berger from charity navigator. Welcome back. Time for tony’s. Take two on my block this week is the charitable ira rollover revived this way of giving directly from your ira to a charity was part of the american taxpayer relief act of twenty twelve, which was passed last week, passed by congress, signed by president obama and what it actually is is a distribution technically it’s a distribution, not a roll over. So i call it a qualified charitable distribution because that’s the language in the in the act to do this, your donors have to be over seventy and a half. They have to use an ira or a traditional sorry, a traditional oer a roth ira. So the simple iras and the sep iras are not permitted has to be a traditional or roth you. Ah, each donor can do this up to one hundred thousand dollars per year. That does not have to be to the same charity. Khun b multiple ira’s khun b multiple charities, but the total is one hundred thousand dollars per ira owner on the distribution has to go directly from the i r a to the charity there’s, an advantage that you may want to capitalize. On in the month of january, if people make a qualified charitable distribution before february first, then they can count it toward two thousand twelve, so if they didn’t want to eat up there, two thousand thirteen hundred thousand dollar max, that could count gif ts that they do in january for last year on also if somebody took a distribution in december, if they were, whether they were required to or not. But if they just took a regular distribution from their ira meaning they took the money for themselves, and then they could use all or any part of that december distribution to be a qualified charitable distribution, they can convert it. So now why would you want to do that? What’s the what’s the advantage? They’re two advantages. First, all these qualified charitable distributions are exempt from federal income tax. They’re outside gross income, so not subject to federal income tax, and also they do count toward your donor’s required minimum distribution. A lot of people just refer the acronym r m d and for people who are required to take out more than they want from their ira or more than they need from, they are ira, this could be really advantageous because this gift to charity counts toward that our md that they’re having trouble using they’re forced to take it, but they don’t want to take it. They can use this, tio, eat some of that up. So those are some of the fine points of the ira charitable giving for two thousand thirteen and, um, there’s more on my blogged at tony martignetti dot com and as a special little extra. Benny, we have first guest who’s, part of tony’s take two it’s appropriate that that declare meyerhoff of course she’s, the creative producer of the show, and she’s, the principal of the plant e-giving agency specializing in marketing communications around planned e-giving. Claire meyerhoff. Welcome back. Thanks so much, tony it’s, great to have you have me here. Yes, well, i have you. You don’t have may let’s, not let’s. Let’s. Keep the roll straight. You’re my guest and i’m very happy to have you here. So what should charities do with this charitable ira? Roll over. Well, i really see this as a bonanza. Will the communications, marketing and promotional bonanza for savvy fund raisers or other people at your non-profit? Eso the first thing that i’d like to do is really think about this as a way to up your communications with your people. And how about a boardmember that you’ve been trying to kind of, you know, get on your side and do a little bit more fund-raising how about how does that sound? Tony used to get a fundraiser on board, use it for a boardmember so, avery, simple tip. Okay, how are we going toe simple like action steps? Because you and i are always talking about the value of news when you have something newsworthy. That’s a good time to communicate with your with your donors and prospects. Right? So this is news you can use to your advantage, and we get so little news in planned giving, so we may as well take advantage of it. Okay, way. Get so little news and fund-raising or any other kind of ways to communicate with our donor. So this is really great. Okay, what should we do? This is what i think someone should d’oh. They should take a look first at your database. Basically, who has been making these types of gifts in the left? Five. Years at your organization. Do you have one eye? Are a gift. Do you have ten? Do you have one hundred? So that’s the first thing take a look at what your history is so let’s say you have five gift in the last few years. This is the perfect opportunity to say thank you to those people and see if you can get them to make more of these kinds of gifts and now you have a reason to call them. So give this little task to that boardmember that you think is, you know, up for the for the challenge, and it gives you something to talk to them about. You could do in a casual way. Say, hey, you know what, here’s some good news for our organization. Thanks. Thanks to congress and talk about it a little bit and then ask them, what do you think about that? And then tell them the history. Say, you know, over the past five years, we’ve had four different people that have made this type of gift biggest gift was, you know, eighteen thousand in the smallest gift with one hundred dollars, and one lady did it three years. In a row, like, give him a little background and bring the men and say, you know, this is a really interesting way to give, don’t you think? And they’ll say, yeah, i didn’t even know about it, so now you kind of brought them in, and so what you do is just say, hey, could you, you know, call these people and have a conversation with him about it, and the first thing they want to do is you want to thank them, thank the donor for making this unique type of gift and then give them the news. I just wanted to let you know congress is past, you know, twenty twelve taxpayer relief act good news for our charity means people can make this kind of gift and that’s wonderful, because that helps us steve moore family is right now or something else that whatever it is you’re doing right now, save more dogs, feed more families, build more houses, and then you want your boardmember to listen to what the donor has to say just stopped talking after you say what your mission is on and listen and hear what they say and make them feel. Good about their gift, saying, you know what? That was a really smart thing for you to dio. How did you know to do that? And now the donor has to go. Well, you know what my advisor told mei or someone in your organization told may or i did it for some other organization ten years ago. So now you have more information from them and that’s. Great. So that gives you an opening to ask them for a gift for this year. Okay. Very simple action. Step from the principle of the plan. Giving agency clear, meyerhoff. Thank you very much. Thank you, tony. You’re the best. Thank you. A little more. Live listener. Love going out. College station, texas, brooklyn, new york. Troy, new york, tokyo, japan. Konnichiwa with me now is amy sample ward? You know her she’s, our social media scientist she’s a membership director. Hey, how are you? I’m okay. I wish that i was in the studio with you today, but i was feeling a bit contagious and so decided that maybe putting a phone line in between us would be better. All right, i appreciate that. And so does everyone here, amy. Of course, is the membership director at in ten non-profit technology network, and she is co author of social by social ah handbook on using social technologies for social impact, you’ll find her block at amy, sample ward, dot or ge and on twitter, you can follow her. She is a at amy r s ward what’s the r for amy r s ward it’s for rene. Amy renee alright, well, welcome back to the show. Thanks for having me great every month we have you, of course, and we’re talking. Yeah, i’m glad you think so. I do too. We’re getting engaged, getting engaged part for we’re talking about staffing this time. What? What? What is your advice for getting started on figuring out who should be staffing social engagement? Yeah, i mean, i it’s a question that i actually get asked all the time. You know, i think people have gotten somewhat used to at least aware of all the conversations happen about which tools and how you know how some organization is using their facebook page. Or you know how someone has run a contest on twitter that now a lot of the questions are more like so who who will do that who’s actually going to run our contest? Hundred er who’s goingto set up our facebook page and the there is kind of this general sense that because these air, newer tools we should have, you know, those really young people just out of college or, you know, the board members, kid or whatever, you know, they should be the ones doing it, but they’re just so naturally savvy, but at the end of the day, what you’re really saying is, you know, you want those most public, most social, most very personal channels with your donors here, supporters, your longtime activist to be managed by someone that isn’t connected to your mission that isn’t part of your staff that isn’t seen all the other work that you’re doing, because ultimately, that person that’s managing those social channels is also listening and is able to kind of, you know, tie things together across the organization because they could say, hey, it looks like a lot of our facebook fans are talking about this new programme and we haven’t even announced it, you know, on facebook properly, what should we do? They’re clearly excited and can go to those program staff, you know? And if that person that’s that’s managing those channels is really just a volunteer or a new intern or, you know, someone that isn’t fully in the organization, they’re also not in a position to make those connections, nor are, you know, is the organization setting them up to be out there, you know, connecting on behalf of them right now, let’s, let’s think of the smallest organization, maybe really just one or two people, the best they can probably do is hire somebody to be to do this part time, right? So part time would be okay for you. You wouldn’t object to that? No. You know, i don’t actually think i mean, sure, if you have ah, if you have the capacity to have someone managing all of your social activity full time, then you know, i’m not certainly going to say, don’t do that. I think that is terrific, but if you are one of those organizations, you know, you’re one full time person and then a part time person and, you know, you don’t really have a lot of capacity. That’s fine. You can still succeed. You can still valuable have valuable engagement with your community, even if you’re not doing it all day long, but again, it needs to be someone that is sitting in a staff meeting so that, you know, when they start tweeting about that program, they actually know what the program is, you know? Or, you know, conf feedback into what’s going on so it’s less about how much of the time you’re doing it and more that the person who ultimately is out there engaging in posting content is the rest of the time also, you know, involved with that, and that relates teo, a couple things that you and i have talked about in the past first, you know, going back a ways, you know, of course, every charity doesn’t need to be on every social network you use, the ones that are most valuable for you. And, you know, you and i have been through that and use the ones that you are going to be most effective at and have the time for. So, you know, we have to pick these things judiciously. Andi also relates to what you and i talked about last show on talking about engagement, which was december fourteenth that all this needs to be tied to your mission and basically you’re saying today that the person who’s managing this for you also needs to be tied into your mission because they’re actively involved in your office day today or on a part time basis exactly. I mean, when that person, you know, for example, posts on facebook, great, we have this new program and then immediately, you know, people that are in support of it but have questions about a bit are posting those questions on facebook that person can’t just say, well, i was just, you know, my job for today was just a pose, that announcement, you know, they need to be able to get in there like we’ve talked about in in previous shows, you know, tohave that rial time engagement to show publicly that they’re responding to those answers, and the only way they can do that is if they know more about that program than the announcement they were given, you know? Yep, yep. Okay. Now, if we are going to use an intern, i mean, we certainly could plug the intern into the day to day office work the way you’re describing, right? I mean, we wouldn’t want to turn down the intern. We just we wanted going to engage them the way you’re explaining. Yeah, and i, you know, i think that that’s a great point and i definitely agree i think that the question or the potential issue that comes up for organizations that do put some of that social channel management into the interns plate in addition, you know, to knowing about the programs and green involved with the rest of the staff, is that internship by their very nature are normally for a semester, you know? And so at the end of that semester is doing the next intern know what was going on? You know, planning for continuity in that voice online is much harder when you know, every three months there’s a different person behind it. So, you know, i think that’s more of a struggle for organizations than just having, you know, part of a staff person job to be that because there’s a bit more continuity there because that person doesn’t change. I hope that person is not changing out every three months. So part of that khun b documentation and making sure that whoever it is in turn or otherwise, who’s manages managing those channels, you can have some qualitative components to their weekly metrics or whatever they’re tracking that says, hey, i’ve noticed, what can i say? Things like this? I get a better result so that that new person that comes in just three months later doesn’t have to relearn the kind of, you know, words that the community were sandra, or the kinds of words that maybe they shouldn’t use. You know, some of that more qualitative. I’m sensing this there. I’ve noticed this so that it’s maur. Now i don’t want to use the word documented, but it’s well and there’s continuity transparent for other people, okay, yes, yeah, okay, all right, you’re right, important qualification around use of of interns or anybody that’s going to be limited time. We’re going to take a break and amy sample warden, i’m going to keep talking about getting engaged in around your staffing. Stay with us. You’re listening to the talking alternative network. Oppcoll are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. 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. Welcome back, more live listener love going, teo kind of god would japan konnichiwa monisha ali’s, columbia ola bueno start is on somewhere in the uk we can’t tell exactly where somewhere in there there’s someone listening and roseville, california power river, british columbia welcome all live listener love and, of course, there’s live listener love right here in the studio from altum pandu jersey, because my parents were here and from indianapolis, indiana, because my wife is here. So amy rene sample ward, we’re glad that you didn’t come with your sickness. Thank you. I am sad because i wanted to meet everyone know? Yes, we were looking forward to it, but we’ll arrange something else. Um, let’s, keep talking. Obviously about staffing. So we know way. Understand your ideas about who should be doing it. You and i have touched on this subject a little bit about policies, but not in a lot of detail. I’m sure there are policies around who owns the account. What types of things are appropriate? Why don’t you help us understand that? Yeah. I mean, i want to start at where we kind of left with the intern conversation. You know, if this is a really small organization, and you’re really just getting started. What happens most often is someone creates, you know, a twitter account, for example, i’m going to excuse myself so say i was a one and a half person organization, we were just getting off the ground, i just wanted to have a way to kind of create buzz and make sure i was listening to the community as we were starting our organization. Your this is your caligari ate my twitter account using my name and because that’s who i am and, you know, we don’t really have a lot figured out just yet, just getting off the ground and time passes, our organization grows, and now it may be a year later and i have staff and the staff are saying, great, we want to set up, you know, a twitter account, but now everyone is just following you as a person, which is fine, but, you know, then you don’t really have the framework remind, you know, in those channels to transition the community very easily and, you know, so i’ve seen organization struggle with that when they get to that point of, like, oh, gosh, everyone’s following this person. But, you know, we want to open the conversation up so it’s not just them, you know, tweeting during the day about work and then tweeting in the evening about the baseball game like, can we? You know, let’s transition to a formal organizational account? But how do we, you know, get those people over here without them just dropping off? So, again, some of that continuity planning has to happen in the beginning where, you know, where do we want to go? How do we want to set up these channels? And part of that is in the policy so that whatever policy you create when you first get started, you know, this is maybe just focused on twitter and facebook, but it’s set up so that, you know, the protocol of grated uses are, you know, funders of our logo and it has a photo of, you know, the staff page, maybe and whatever and that way, anytime in the future, when you add new channels or you want to try out a new channel that’s just, you know, magically appeared on the internet one day staff for you as that hit didi. And the baby can follow the same will know that you’re not setting it up to go in all different directions. So that’s one version of the policy, you know, if you’re a small organization, just setting up accounts at all on the other side of those organizations that have accounts already and have staff that are trying to use them. So what are those policies that support? Like we were talking about the continuity, but then also support staff knowing who uses these channels? Because if they feel like they’re supposed to be using them and they don’t want to, then you just create that animosity of hate twitter and i were apparently all supposed to use it. Normally you’re not awful, steve, you’re just, you know, need to have some resource is internally, so they know great. These are the people that tweet for this program, and this is the person who sends out, you know, the email promotions for this other program, and whenever i have content for them, i can go give it to them. But you’re not saying great now we have the social channels is an organization, and everyone has to use them, okay? Okay, what about let’s go further in these in these policies, working from home you as membership director of inten you do you work from home on ten is very distributed lots of organizations are what about policies around home usage and and using your home hardware? Yeah, so we have organizational policies about the, you know, actual, like computers and phones and printers and stuff that we have in distributed staff home, but when it comes to engaging online, if it can be helpful in a way, because our policies are that, you know, if it’s east coast time and i’m awake, even though i’m not the primary voice on our social channels, i watched that much more closely when i wake up in the morning because i know megan, who does support our social channels who’s in san francisco is not awake yet and because we serve members all across north america and all across the world, really, you know, we want to make sure that not that we’re saying everyone has to be plugged in twenty four seven checking, you know, checking twitter at eight a m on a sunday, but if it is a work day, and i’m already awake and working. I might as well have that window open so that i can make sure someone is being responsive and that you were there to answer questions. And once megan wakes up, we kind of hand the baton across the country, you know? And then she can take take it from there. All right? All right. We have just about, like, a minute and a half left or so how do we how do we predict? Ah, speaking of time, how much time this is going to take for the for the staff person? Yeah, i think that the best is to start small it’s also best, you know, i think we’ve said this on the show before, you know, don’t by listening, you know, service that is thousands of dollars. If you haven’t even started listening to free, you know, via free tools yet or, you know you haven’t investigated what’s even in your google analytics before you go, you know, try and buy some extra tools that the same is true with staffing, i think start small, especially if it is someone that’s already on staff, so you don’t have to go try. And hyre a new person when you don’t yet really know what you’re looking for. So even if it’s just thirty minutes a day, you know, five days a week that’s dedicated to that effort so that whatever staff person it is that’s doing that can can be active can be engaging the community, but can also be saying, hey, i think it really for our organisation and for the amount of community we have, i really think it needs to be two hours a day, and i can’t do that, or i’m fine half an hour a day or, you know, maybe hey, this thing’s full time, i you know, through doing it half an hour a day, i’ve seen all that we have going on, and this is i can help structure that job for this new hyre so i would say start small, even if it’s just thirty minutes to an hour a day with an existing staff person so that you, as an organization can say, great. This is really what we need this job to do because some organizations have, um, a staff person that manages the social channels as well as a program area. Okay, meantime, organizations have them, you know, they’re on the communications team, and they’re often doing some of the email marketing, but then also the social channels and the organization that is dedicated to those online profiles way have to stop. We have to stop there, amy cookie cutter the answer for organizations that they need to try it out internally just to figure out what their need is before they could fill it. We have to stop there, amy sorry, amy sample ward, you’ll find her blogger at amy sample ward, dot or ge, and on twitter she’s at amy rs ward amy run a sample ward. Thank you very much. Thanks tony. Next week, e-giving twenty twelve and a twenty thirteen forecast rob mitchell, ceo of atlas, of giving, returns to review last year’s fund-raising by sector and mission and state, and he’ll give us his forecast for twenty thirteen i’m pleading, can you please rate and review the show in itunes? I know you don’t have to go there anymore because you’re listening by podcast most of you, but if you could make the trip, i’d be grateful. Make the trip to itunes rate and review the show live listeners, please. When this show is over, open a window. Goto itunes rate in review give us a one through five star rating, please, wishing you good luck the way performers do around the world were still in serbia, bosnia herzegovina, montenegro and mathos. In serbian, the language of those countries break a leg is slow, may know goo. So, for this week, i’m wishing you slow me. Nobu. Our creative producer is claire meyerhoff. Key influencer tony martignetti. Sam liebowitz is our line producer, and the show’s 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. Oh, i very much hope that you will be with me next week. Friday one to two p, m eastern on talking alternative broadcasting at talking alternative dot com. I didn’t think that shooting the ending. You’re listening to the talking, alternate network, waiting to get me anything. E-giving 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? 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