All posts by Tony Martignetti

Tony Martignetti Nonprofit Radio for October 29, 2010

Big Nonprofit Ideas for the Other 95%

Compliance. Board relations. Fundraising. Technology. Volunteer management. Accounting. Finance. Marketing. Social media. Investments.

Every nonprofit faces these issues and big nonprofits have experts in each. Small and medium size nonprofits have Tony Martignetti Nonprofit Radio. Trusted experts throughout the country join Tony to take on the tough issues facing your organization.

Episode 15 of Tony Martignetti Nonprofit Radio for October 29, 2010

Tony’s Guests:

Paula Marks

I’m Looking: Savvy Strategies for Your Search: A nonprofit job-seeker, Leonora Scala, gets advice from our expert recruiter, Paula Marks, Managing Director with Gilbert Tweed International, on spiffing-up the resume; emphasizing strengths; where to look; networking; interviewing; and using social media for search. Paula’s tips will help you in your own search, whether it’s today or in the future.

  • Here’s the current resume for Leonora Scala. It’s all corporate. After she and Paula revise it to appeal to nonprofits, we’ll post the revision so you can compare the two.

Robert Sharpe

How To Cripple Your Career In 5 Easy Steps, Part 1: In partnership with The Chronicle of Philanthropy, I interviewed Robert at the National Conference on Philanthropic Planning. He shares how Planned Giving fundraisers can shoot their career in the foot. Robert has decades of experience witnessing the shooting matches fundraisers have with themselves. Maybe you should forward this to someone you know? (Part 2 will be broadcast on a future show.)

Here is the link to the podcast: 016: Savvy Strategies for Your Search & How To Cripple Your Career In 5 Easy Steps

When and where: Talking Alternative Radio, Friday, 1-2pm Eastern.

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Thanks.

Here is the link to the podcast: 011: How to Make-or Ruin-Your Nonprofit Career
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Welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent happy halloween and shout out to my good friend larry bloom, who just finished the divorce our if you have not listened to the larry bloom show you should. It is cathartic and tender and heartfelt radio here on talking alternative dot com. Listen to the divorce our with larry bloom preceding our show last week on our show, we have i had ah recorded, sorry, we were with, um, larry sage of larry sharp of neo-sage, and he was talking about smart sales training strategies to kick start your fund-raising those were corporate sales lessons to help your non-profits fund-raising and the guest was larry sharp this week, we’re bringing back ah feature that i enjoyed very much. I’m looking savvy strategies for your job search a non-profit job seeker is going to get advice from our in house professional recruiter, paula marks, who is managing director at gilbert tweed international, and we’re going to talk to our job seeker about spiffing up her resume, emphasizing strengths, networking, interviewing, using social media, all to help you in your own job search, whether that is today, or sometime in the future and at tony’s, take two between guests. I’m going to talk about something that i’ve blogged about this week. Fundraisers should not piss off women, and i’ll tell you about an exciting conference is going to be a part of in new york in november, the next-gen charity conference. Our second guest today, is going to be one of the interviews from the chronicle of philanthropy from the national conference on philanthropic planning. A pre recorded interview with robert sharp had a cripple your career in five easy steps. So we’re all about your career on today’s halloween edition of tony martignetti non-profit radio stay with us. Duitz ding! You’re listening to the talking alternate network. E-giving dahna you hi, i’m new york state senator joe a dabo. I will be hosting a Job fair on friday, november 12 at aqueduct racetrack in queens, contending into three p m, we will have over one hundred companies looking for qualified workers. They’re all to be lectures on jobs, try to jeez and networking, come and bring plenty of resumes and join me on friday, november twelve at aqueduct racetrack for a Job fair, intending m 23, p m. For more information, please call pete in my district office at seven one eight seven three eight one one one one geever. I really need to take better care of myself. If only i had someone to help me with my lifestyle. I feel like giving up. Is this you mind over matter, health and fitness can help. If you’re expecting an epiphany, chances are it’s not happening. Mind over matter, health and fitness can help you get back on track or start a new life in fitness. Join Joshua margolis, fitness expert at 2 one two eight six five nine to nine xero, or visit w w w died mind over matter. N y c dot com duitz 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. Welcome back on the aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m joined in the studio by our recruiter for our recurring segment i’m looking and that is paula marks, managing director at gilbert tweet international from her website. The search process is like a spider spinning its web it’s important to think vertically and horizontally at the same time and to make all the unlikely connections, paula, as i said, managing director at gilbert tweet international her career in executive search spans nearly three decades prior to being an executive search consultant in nineteen eighty five, which is when she started, she had director level positions in corporate human resource is at bergdorf goodman, bonwit teller and lane bryant stores, where she developed staffing, knowledge and skills. Paula is our expert recruiter for the i’m looking segments, a feature that we do frequently on the show, and i’m glad that her practice and expertise brings paula back to tony martignetti non-profit radio welcome, paula. Thank you, tony. We’re working today with leonora scala, who is looking for a job in non-profits she’s joining us by phone? Paula, why don’t you introduce the audience to leonora. Hi, leonora. Good morning. Welcome. How you doing? I’m doing great. I think everyone would like to know how it is that we met because i think it says so much about how people should be connecting. Leonora and i bumped into each other in a doctor’s office, and we took long one look at each other from across a crowded room and thought, wow, we’re two fashionistas we need to know each other that and we’re through its true right, and we’ve developed a friendship and i’m working with leonora. And now, as she is actively looking for a job back to you, tony on leonora, you are your background is in all is all in for-profit work, but you’re you’re looking tio translate that experience into a non-profit career or at least job to get started. What makes you want teo? You have a personal story. Why don’t you share that? Why is it you want to bring your expertise to the non-profit community? Well, just recently my mom had some back surgery and he needed to go into rehab and me not knowing anything about anything about that. I i went to different peoples is over what was what good was bad, and they gave me a list of we have sent it to go. Teo and i started going in searching out the different ones and the ones that have found the best with a non-profit because they were able to utilize whatever they did, the money they made they made and just put it into the rehab center, i mean, everything, which is so fabulous and she’s obviously made a speedy recovery still has a long way to go, but yet made a speedy recovery, and i take that as part of being what the company wants, and i want to be able to get back to that. Yeah, that experience moved you to give to the non-profit community so exactly right in in very shortly, we’re goingto have you talking to paula because she’s the expert, but tell us what it is generally that you’re looking for in the non-profit community what type of work at i’m actually looking for some marketing and merchandising function planning because i’m very good about putting strategies together and making company’s money, and what better way to do that and be able? To generate some more and do better for the universe. And in just a minute and a half we have left or so before the break. Why don’t you acquaint us a little bit with your background? Ah, leonora. Sure. Um, i’m a season’s merchandising executive. I have experience in the consumer product industry, especially in the apparel accessories. Um, footwear business. I developed into end award winning merchandising strategies for new product introduction, some brand activation and generated some multi million dollar growth there. My experience is streaming product development in merchandising processes, treyz brand awareness and lee global procurement strategies. Okay, and i’m going to stop you there, paula, just the forty five seconds or so we have before the break that is all very corporate paula that can translate to a non-profit absolutely it is all applicable to not for-profit i’m absolutely ok. Well, we’re going to explore all of that after this break. Please stay with my in studio guest paula marks and leonora scala are non-profit job seeker. Stay with us after this break 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. Buy-in is your marriage in trouble? Are you considering the voice? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help yu wei take the nasty out of the divorce process and make people happy. Police call a set two one, two, nine six, four, three, five zero two for a free consultation. That’s lawrence h bloom two, one two, nine six, four three five zero two. We make people happy. Duitz 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 on the host of tony martignetti non-profit radio with paula marks in the studio and our job seeker this week on the i’m looking feature is leonora scalia. Paula explained how this very intense and exemplary corporate resume and experience of leah nora’s can translate to a non-profit opportunity job. I feel that today we very much overlooked people who have what i call ground up experience or a broad base part of the experience, the expression, leonora, i don’t mean you have a broad based on things for me to say, yeah, you want the wisecracks pulling its supposed taking over the show you believe this already with it wouldn’t be the first time hey, she has all of the necessary skills to build a position in any kind of organisation. She’s got the finance she’s got the planning she’s got the merchandising, she understands consumers she’s, well educated, graduated fordham university, so she’s got everything going from her for her, and i think that as we mature in our careers, the pyramid should get narrower and that’s the direction that we’re headed. We don’t want somebody to start out at the top and fall off the ledge so she’s really doing all the right things? I can’t imagine that any not-for-profits would be interest wouldn’t be interested in somebody that has financed skills, planning skills and even merchandising when you look at a lot of the not-for-profits today they have catalogs, they have product everybody’s selling something with a logo and everybody’s looking to make money on dh. So what’s your advice, then specifically for leonora make this translate into on background that non-profits see the value of, well, one of the ways we’re going to work on that is to refine her resume and extrapolated some of her skills that are not for-profit person might better c or better related, so you want to you want to focus on her skills? Not so much job titles and corporate name correct. Okay, because i’m looking at her resume and i don’t know. Leonora, do we have your permission toe put the resume up on the on the my blog’s so that people can look at it. And as they’re listening maybe to the show in after the after this live broadcast would that be okay? Yes, but we’re going to make a better version. That’s, right? So maybe what we should do, i think this will be ideal. We’ll put the before and after so well before up this weekend, and the after will come after you and paul have worked on it, and people can see the and the b version because i’m looking at the resume now and it’s it’s all corporate on dh. So, paula, you want to translate that to bring out skills? Is that right? And what types of skills do you see in lena’s background that you would want to highlight the resume? Well, again, i think because she has financed experience, i don’t think there’s an organisation alive today, whether they have for-profit or not for-profit this doesn’t want somebody that understands financial planning and where we going with his and we’re going to meet our financial goals of the bottom line is even if you’re not in it for the profit, you still have to be able to afford to maintain your organization and your infrastructure and hard knowledge can really taken organization to perhaps that middle ground where you’re not necessarily not for profit, and you’re not necessarily for-profit but the concepts are the same, and the ideals of the same financing. Exactly. Leonora, have you been actively looking in the non-profit community or you’re just really sort of getting started in the non-profits basically just getting started because experience with my mother just happened, like, a month ago. Oh, this is all very recent for you out there. Okay, well, good. All right. That makes it timely for the for the audience. Excellent. Um, so we want to look at the resume. Pull ahead. I would add something else. And and again, leonora and i have talked about this if she’s ever done volunteer work, if she’s ever done anything, whether it be for the corporation she was employed by or personally, that plays well too and not for-profit i’ve done volunteer work my whole life and it’s kind of the thing that when i deal with a not for profit organization, that they really like that i haven’t been somebody who’s purely driven by profits and there’s some understanding of what goes on outside the board room in a corporation, we would also actually look att not-for-profits and look at how they describe what their needs are because all of those organisations post open jobs. And if we look at the language it’s really just a matter of changing the language so that the person understands what you did and how it translates to their organization, i on my block, which is a polo marks dot com i have articles that i write periodically, that’s say, change your language and change your results and that’s really what we’re talking about change your language for your audience that’s so we need to shift terminology app from the corporate to the not-for-profits are there other specific sites that you would recommend? Lenore eleonore, look at for non-profit job openings, i think she can go toe any one of the large not-for-profits in the new york tri state area metoo have got places like lincoln center, you’ve got major hospitals, you’ve got colleges and universities and there’s a whole universe out there on and frankly, i think that there are a lot of organizations that would be lucky to have her they just don’t know where to find her and they don’t know had to translate, so we need to help them to translate and it’s really just a question of looking at their nomenclature versus the nomenclature. Used in a corporate environment and is you and i both know tony, you know, we grew up in environments where we call the d e o c thirty forty years ago. And now it’s cool diversity. And then during watch watch george in jail, though e o c was the equal employment opportunity commission, i realize that, but i know, you know, you know, hiring right have to be careful, you know, a cz warden of jordan jargon jail and respectful of the audience. Okay, well, yes, but now it’s diversity, of course, leonora, i want to bring you in some or what? What have you been talking, teo? Doing any networking in the non-profit community it or not? Not even started that the only type of networking that have done phenomena in the non-profit would be more in the other networking center that i go, teo, where more people there or for non-profit so i’ve been trying, tio i mean, it’s only been, like two weeks, but i’ve been trying to connect with them. We’ll try to get more information on dh what’s been the receptivity so far they’ve been very receptive, which is like with open arms. Because they just feel like somebody that, you know, i could do the job that could do something and sort of helped the organization would be fabulous. So it’s, just me more getting out there and also as pull it is very much corporate language, so i definitely need to update that right? And i was also wondering about your sort of elevator pitch. I mean, as i as i introduced you and asked you to explain your background as you did so very concisely, it was all in that corporate language. So i guess that’s something paul that you would want to work on also is that not only the resume and printed materials like cover letter, but leonore is just conversation about her background? Yes, it’s something we will work on, and we will do a role play on it. And i have enough contacts in the not for profit world that even if they didn’t have a position available, they would be willing to speak with her so that she could do in practice. Practice makes it perfect. And we have to make this translation from an outstanding corporate background to the non-profit language and openings that exist? Leonora. You mentioned something, you know, getting out there. Full of what? Poland. What other advice do you have for leonora? Aside from specific going to specific large non-profit websites and looking for jobs, how should she be getting out there? Well, you’re asking the wrong person because there is no place that i go where i don’t make new friends will share your that’s. No, i’m asking the perfect person. Non-cash. How should leonora be making new friends getting out there? Yeah. How should you do it? Okay, well, last week, you know that i went to detroit. I had a client meeting and i met thirty knew people on the plane going out to detroit and on the way, but okay, how do you meet thirty people on a plane i sit next to well, when i’m unlucky. I’m next to two ones on my left ones on my right. But i usually prefer the window, so i usually sit next to one. How do you meet thirty? Well, you get on the plane and you say hello. Good morning. And if the person looks up and makes eye contact you to start to talk to them? And i always talk to the attendance, and my nephew flies for american. So i asked them if they know my nephew and they will look at me like i’m crazy and actually one flight. Somebody did know my nephew, so they have it. I talked to people the row in front of me and the road behind me. And then i get up, and i’m going to the ladies room, and i have to say excuse me to a few people, and i really just look for people’s receptivity on the flight back. I actually met a man who lives in salt lake city and he’s, a mormon, and he organizes trips for his community. So of course i made friends with him and his wife and the three rows in front of him in the three rows behind us. And i got a whole lesson on genealogy. I think networking is really nothing. Mohr than taking down your guard, getting putting down your blackberry, unplugging your ears and just doing what we were given at birth. And that is senses. You see it. You hear it. You smell it. You touch it. If i get a vibe from somebody not interested. I move on to the next, you know, on a big plane, there’s three hundred people. I only met three new people on the jitney this morning, but it was early for may. I understand there was it was a slow morning for you. All right, so give me some listeners who are frequent business travelers who may or may not be receptive, but you’re but you’re saying, you know, you gauge you gauge receptivity if somebody gives you a grunt, you’re obviously not going engage them in conversation, but if they give you a smile and a oh, don’t worry about it. No problem, you know, you’ll, uh you’ll be more likely to go to follow-up and continue a conversation i see. How does that sound to you, leonora? Is that i mean that’s sort of personality thing. Paula and i have spoken about it, i’ll try it and he does work. It’s really does work yesterday was at a job fair and, you know, we’re just waiting on line to see these companies, and i saw it turned around and talk to the lady and which is great because, you know, you get she knows somebody and she’ll give me a point xero she’ll say something and it just direct strike something in my head. I’m like, well, i got to try that, and it just keeps on continuing, which is fabulous. I agree. I think it does work. I hope i’m not one of those grumpy business travelers, but there are some i tryto travel with a smile on my face. Uh, excuse me. Pardon me. Somebody bumps in seo no problem. You know, i i hope i’m that person i tried to be. Um, listen and you’ll you’ll establish such a closer relationship. Sort of. Then you will, you know, from ah, length in connection. Okay, but let’s talk about social media because that is another way that is very prevalent in today’s job search community. What what? What advice do you have for leonora? Or generally, people trying to make this corporate non-profit switch around around online and social media? Good question it is the wave of the present, and while i’m not a lover of technology, i see the value in it because i now have friends worldwide that i have not met in person, but i’m improving every one of the foreign languages that i speak so i’m on facebook i feel very strongly, however, that on facebook and linkedin and any social media, i think you still have to be professional. I think you still have to be smart, i think, using poor language or inappropriate language, i think saying ridiculous things, you know, this is goes into the ether net for the rest of your life, and i think that there are a lot of people who don’t really think about it. And so i think you have to put your best foot forward in the most professional way, and if you make a friendship out of it, that isn’t professional. Well, terrific, but you’re really in this for the professional aspects of it. I connected with a cousin of a cousin this week who i haven’t seen in forty years, and we were obviously both very young people, and i have twelve new connections from him this week. And so i think it’s important to just keep putting yourself out there, but in a way that you want to be perceived, you have some control. And leonora, are you on lincoln? Yes, i am. And yes. And i made sure that i connected through different people and it’s actually pretty pretty thing okay? And does your linkedin profile specifically say now that you’re in a job search and that you’re looking in the nonprofit world, haven’t nothing haven’t updated it for non-profit but it is saying that i am searching and i’m looking okay, gotta get updated, okay? Yeah, okay, another thing for the to do list, understand? And how about facebook? Are you on facebook? Leonora? Yes, um, on facebook, but i’m not maybe i just need to be more diligent with it. I’m focusing more on lengthen that i was facebook, but hearing on how important that is, well, i’m going to try to update that as well, because i think i think facebook friends can be helpful, right? If you post appropriately and as paula admonishes us professionally about the fact that you’re in a job search, there may be friends on facebook who don’t know you otherwise, i don’t know you well enough or aren’t in close enough contact to know that you’re in this kind of search. Facebook could be valuable, i tell you an interesting thing i got an email from a woman who is a secretary to the cfo at bergdorf’s and this was in the eighties, and she said, pola, i always liked you. I always thought you were really nice, but i had no idea that you were this professional and you were this creative and i thought, well, i should be on facebook more, and i think that’s the truth, i think we don’t know enough about people and we forget, and this is a great reminder, and what i think we forget about the whole concept of networking is that everybody knows somebody and you need to get to the somebody’s because that’s, where the connections begin to happen when i say somebody, i don’t necessarily mean status or stature, i just mean that everybody is a link to someone else clearly on dh, the online world is bringing that out on dh since we’re talking about this, the year your social media presence, your online reputation, paula, how common is it for employers to look at a potential employees and do sort of global searches, or even maybe hyre vendors toe to search out that person’s online persona to see? Have they done something that could be potentially embarrassing to the company. Is that is that that’s happening? A good deal? And i think it’s happening mohr and mohr and mohr. And i think that it is again, it’s, one of those places where you don’t want to have to bite your tongue afterwards. And i even think that there are asset protection aspects of an organization that are beginning to look at at the public persona that may be inappropriate for them and for their reputation. Let’s, switch gears a little bit to the to the interview. When paula starts, i’m sorry. When leonora starts to get interviews, how should she be positioning herself for the non-profit opening and that’s? Another very good question. And leonora and i talked about this very briefly this morning and essentially i said to her, you know, you have to be yourself on dh this is this is not about halloween. This is about you got to be yourself, because when the mask comes off on day one, you have to be who the client expected you to be. So once again, i think you have to show up is who you are. Leonora. How do you feel about interviewing you all your all your interviews to date have been with for-profit people working in financial merchandising? What what’s what’s your feelings about interviewing in the nonprofit world? Nervous it’ll be the first time that i’ll be putting myself out there, but i think that i’m, um a realistic person, trustworthy person. I respect of the people i lived by, like, five basic core values which are trust, respect, believe, humility and integrity, which i think transcends and fits very well, with the nonprofit organizations excellent, so upleaf schooling are always nervous, but you know what? If i lived by those values, those people are going to say it, and it will be one fabulous happy party poll since, since leonora admits to being nervous about it are our mock interviews, valuable rehearsal interviews so that the first time you’re doing it is not a live performance, so to speak. Yes, i think they’re very helpful. And as i said to leonora, i was born nervous and i’m nervous every second of every day. So that’s just a condition we live with and she’s living with it really well and you don’t want the the first time to be alive. A live interview that matters. You wantto have some me like today, leon, or you’re a terrific sport. How you doing? Great, she’s. Fabulous. But you want to have some rehearsals behind you before you go quote on stage it would be helpful, i think, um, my guest has been paula marks and she’s, managing director at gilbert tweet international. She is our regular expert in in recruiting and job search for our recurring feature. I’m looking and leonora i wanna thank you very much for joining us. Thank you. Thank you very much. Leonora. Leonora scala is on staten island in new york and we’re gonna post her resume cause we got her approval and then we’ll post the after resume. So we’ll have the one that i’m looking at and paula’s looking at today and then shortly, i guess a week or two, we’ll have the plan b, the second after resume, and that will also be on my block at m p g a d v dot com that’s, where all the files are for all the shows and you’ll be able to compare and see how this excellent commercial and corporate background got translated to a non-profit job seeking resume. We’re going to take a break and after the break it’s, tony’s, take two and then after that it’s robert sharpe had a cripple your career in five easy steps, one of the interviews that i did with the chronicle of philanthropy at the national conference on philanthropic planning. I’m tony martignetti host of non-profit tony martignetti non-profit radio please stay with us. Talking alternative radio twenty four hours a day. Hi, i’m new york state senator joe a dabo. I will be hosting a Job fair on friday, november 12 at aqueduct racetrack in queens, contending into three p m, we will have over one hundred companies looking for qualified workers. They’re all to be lectures on jobs, try to jeez and networking. So come and bring plenty of resumes and join me on friday, november twelve at aqueduct racetrack. For a Job fair from 10 a m to three p m. For more information, please call pete in my district office at seven one eight seven three eight one one one one. 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. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to tony martignetti non-profit radio we’re always talking about big non-profit ideas for the other ninety five percent it’s time for tony’s take two and today’s show um, fundraisers should not piss off women i blogged about that this week, my blog’s that m p g a d v dot com what am i talking about? Recent statistics showing that women generally in just about every category of age and marital status or widow status, arm or generous donors to non-profits than men in just about all all the categories on and we all generally know that women outlive men. So when you put those two stats together, my admonition is that we shouldn’t be marginalizing women, and sometimes i do see it happen, let’s say, at events where the husband or the man in the relationship is the primary constituent or donor-centric honest relationship to the non-profit and the people in the non-profit tend to spend their time with him and leaving her sort of on the side and not really engaged in the conversation. And even i guess one of the most egregious ones i’ve seen is where the male will be pulled away from his female guest, or whether it’s, wife or not and ah, to make an introduction to the ceo of of the organization and then the woman has left sort of standing by herself because they bring the man and leave the woman behind. So don’t marginalize women it’s i see it sometimes in direct mail, excluding ah couple’s names from letters from thank you letters as well. A solicitation letters don’t marginalize women, and, as i said, there’s more about that on my block at mpg a dv dot com under the block post fundraisers should not piss off women also wanna let you know that in november, i’m going to be at the next-gen charity conference that’s in new york city on november eighteenth and nineteenth on the eighteenth. There are guests like seth godin and zuckerberg, who is the co founder of facebook. Seth gordon is a very popular business blogger has written a dozen or so best selling books about ah, business marketing, they’re speaking. People like them are speaking on the eighteenth, and i’m gonna be doing podcast interviews, recording those interviews for later editions of this show, and then on the nineteenth, i’ll be doing a workshop that’s the second day of next-gen charity conference that’s from eleven to one and my workshop topic is pg and so me planned e-giving in social media working together to enhance your plan e-giving fund-raising since your listener of the show, i can get you twenty percent off that conference if you’d like to attend twenty percent off both days the full conference registration goto my blogged and p g a d v dot com or the facebook page for this show, which is at facebook dot com tony martignetti non-profit radio and you’ll get information about the twenty percent off discount for our listeners that is tony’s take two for today halloween, friday, october twenty ninth the next segment is a pre recorded interview with robert scharpnick um, i recorded a number of interviews in collaboration with the chronicle of philanthropy. Raymond flandez, a reporter with the chronicle, and i interviewed about half a dozen people, and i’ll be playing these recordings. Overtime today’s is robert sharpe had a cripple your career in five easy steps raymond and i interviewed robert to talk about lessons that he’s learned in decades of experience working with planned giving fundraisers witnessing watching some of them cripple their own careers. And, of course, we translate that into information to help you to avoid those traps. So here’s the beginning of the interview from non non-profit non-profit conference on philanthropic planning with myself and raymond flandez from the chronicle of philanthropy. Welcome to tony martignetti non-profit radio and the chronicle of philanthropy coverage of the national conference on philanthropic planning. We’re coming to you from lake buena vista, florida. It’s a beautiful, sunny day. And i’m very pleased to be joined in partnership with with the chronicle by raymond flandez. Welcome. Hey, thanks, tony. Thanks again for inviting me a pleasure. And our guest this session is robert sharpe. His seminar at the conference is how to cripple your career in five easy steps. Robert has over thirty years and fund-raising he’s warned all kinds of hats that he brings to his current role as consultant. And those hats have been boardmember attorney donor-centric the short group, which is a memphis, tennessee based consultancy. Robert, welcome to the show. Well, it’s, great to be here. Tony it’s. A pleasure to have you. This is sort of ah, provocative, interesting way of looking at career management five ways to cripple your career we typically see you speaking about major e-giving and planned e-giving the substance of those and doing the fund-raising work around those areas, it sounds like now you’re looking at the career management for people in those in those roles, what brought this topic to your attention? Well, i think it’s no secret that the last two or three years have been a challenging time for a lot of organizations, and a lot of people have hit the wall in some ways is as far as their roles are concerned, it’s been a difficult time for fund-raising of all types, and i think in this environment, it’s very important for people to understand how to manage their career on dh, how to right, i could have said five steps to succeed in your career, and that would’ve been interesting, but i think in this environment, people are more concerned. Pitfalls to avoid on dh you’d have had a smaller audience, but everybody thinks they know howto what they should be doing, right? But you’re approaching from the other side and what not to do it right? And what i found is that buy-in advising people on how to how to succeed in planter major gifts. Ah lot of the a lot of the ways to succeed or common to a lot of you know, you could say pay attention to your donors, be sure you understand all these various things you can say the but the ways you really succeed are unique to particular organizations. A university with multiple schools is gonna have a different situation than a small shop with one person sure and those those air unique to the organization. What i found is there’s certain things, especially when you’re dealing in the plan gift area where the stumbling blocks or the things that cause people to fail, they tend to be mohr universal and can be addressed. Mohr as a group of here, something’s that no matter where you are, you’re probably going to fail if you follow these particular if you if you if you follow these steps that i’m going to scratch and let’s just jump in i mean, i one of your career crippling methods if you if you want to cripple your career, these are the things to do, but i know one of them. Is failed to understand what plans e-giving is right? I mean, i have done that would be stop number one and that’s the most important thing, because now you find yourself in charge of playing, giving what is that? I’ve sat down with boards of trustees with groups of donors with groups of individual fundraisers and asked them to write down a a ten or fifteen word description of playing e-giving you read those thirty or forty descriptions, and you would not think you were talking about the same thing, some people it’s oh, it’s, tax oriented gifts other people will say, oh, it’s, larger gifts, others well, it’s guest from old people, you know, it’s, a state guest, it’s legacies, it’s you know, all of these various things, it’s, all the language, we get confused, and so i find people talking past and around each other in this area, and the person thinks that they’re doing playing giving, but they’re boardmember zoho whoever they’re responsible to think, it’s something totally different say, why aren’t you doing this? Well, that’s not playing, you know? Yes, it is that’s. What hard you to do? So that that’s the first thing and understanding whether you’re running a profit center where you’re supposed to go out and spend x dollars and bring in x dollars in certain period of time, which may be the case if you’re if you’re ah, larger organization and you have a plan giving program it’s primarily aimed at masses of older people and influencing request and gives a death right, that might be the case of a situation like that. What are you, a cost center? Are you there to support? I believe you had a fever. I did way interviewed her yesterday. Well, i’ve worked with for years, and i was talking to her actually earlier today and making the point that when she was a cow, a lot of what she did was support the other fundraisers and questions that came up, she say, in some cases, your profit center out there. In other cases, you’re a cost center, and in some cases you’re both and understanding your budgets and your and how you spend your time in that area is understanding these air. Not these air, not investments. These are gifts that people are making and their five parts to a gift who makes it? Why do they make then there’s? A what? A winning, how, and to some extent what we’re we’re about here, whether it’s a one person or shop, or whether it’s three hundred, we’re about focusing on the areas that relate to the property, the timing and the methodology making a gift. Not necessarily. I think, right raymond has greatly in don’t you think, though, that plan giving is more of, ah, jargon e, or maybe a new inside baseball kind of term, and that, you know, it’s not really specified enough for people you mentioned that there a lot of people who misunderstand it, do you think that there’s should be a definition of it, or how should they approach it, then? When i first was exposed to this field, everyone with directors deferred e-giving there was no such thing as playing giving in the early seventies, the term shifted from deferred giving to playing, giving the idea was most of her gifts or planned, but not all playing against differ, the current giving annual giving over here and deferred giving over here. Then we tried to get the name changed. We did propose back then to change the name to plan giving, but people all they did was substitute playing, giving for deferred e-giving and so in the minds of a lot of older managers, they still think of what playing giving is just being deferred gifts. Other people think of it. Is that so? Yes, it’s an inside term. But even then you have to have you take a job doing, quote, playing, giving or you’re supposed to cover playing, giving you need to find out what it’s defined as in that particular organization and i think that’s the thing that a lot of people miss when they take the roll what’s the derivation of the phrase plan giving and i know your dad had a long history and planned e-giving fund-raising fact, i first learned to play e-giving from your dad, but where’s it all where’s that freeze from it came from universities in the fifties and sixties where they had annual funds on one side annual giving on one side of the shop and deferred giving on the other, and they had people who were specialists and deferred e-giving those people specialized in encouraging goes through estates and trusts and whatever and that’s all they did, and then the other people worked on annual giving, and then with an annual giving, you had major gifts and minor gifts, and so the overlap between now with an aging of the population and most of the, quote, major donors moving past sixty five, eighty million people in the next twenty years if you don’t work in the area, that the idea was that there is no such thing as a plant gift, a plan gift as a result, it’s a conclusion and it could be used for current money. It can be used for endowment. It could be used for capital when a donor recently to a major university did a twenty five million dollar endowment she funded it with highly appreciated stock that was put into a five year term of years charitable remainder trust it terminated after five years and paid off a twenty five million dollar endowment to endow the school that’s a plan gift. So is a request for seventy nine thousand three hundred twenty two dollars and eighty seven cents that you get from a person. Who’s made twenty five gifts of fifteen dollars. You can’t those are not the same. I don’t think the term playing gift is descriptive. It was one of my law professors would have said phenomena logically felicitous enough to describe what those two, those air very different right exercises. One is primarily based around the wealth and structuring guess the other is mainly around the timing in the age of the person and where they are in their life cycle. And it is trying to trying to confuse one term to encompass all that. The term that’s more phenomenal, logically felicitous it’s gift planning. Okay, you start with a who and why and then you move to the what? Winning how it might be a large gift. A small gift it’s annual fun gift you got dahna why? What? Is cashed, the wind is now, and how is a check as opposed to twenty five million dollars gift that’s done in with appreciate stock in the form of a charitable remainder trust that last for five years, you’re you’re listening to the chronicle of philanthropy and tony martignetti non-profit radio coverage of the national conference on philanthropic planning, and our guest is robert sharpe, his seminar topic at the conferences. How to cripple your career in five easy steps and on twenty martignetti non-profit radio we have george in jail now you mentioned five years charitable manger tries to pay, etcetera the reason i didn’t put robert in jargon jail just want listeners to know i’m thinking of it. It’s always on my mind, george joe is because it’s it’s really sort of tangential teo to our main purpose, which is talking about career, but obviously it’s a service that outstanding example of how that type of gift something very technical and life income producing, in contrast with the request something quite simple er and no lifetime cost for the donor all has to be encompassed onto this phrase of planned giving so it’s an excellent example, but i didn’t want robert to define it, so but so the sentence is commuted. There’s no, no jargon jail. Well, no one don’t wanna put you in jargon jail over the charitable trust that it was just a good example. Let’s, let’s move teo to understanding. Yes, some something about the donors. I mean, you you know what this is really needs to be sort of a donor-centric process. And i think your your second way of career killing relates to that right this’s sort of related to the first one in the sense that if you think your job is to go out and sell, give plans to people, then you start moving into us. Whether it’s a request or anything else, you start moving into a a sales mentality and you start into ah, okay. I’m gonna go make the sale. I’m gonna listen for their objections. I’m gonna anticipate the objections, and then i’m gonna close this gift. You don’t. You know too much emphasis on transactions. And i think haserot transaction transactional. What did you do it? Your last birthday party, tony, when people brought you presents what you do, i said thank you. Did you close? Those gifts, or did you open the presents? Okay, very true. So this is all about this is relationship. Personal analogies are very good. I have to understand what people are trying to do here when the quest are the largest type, most most prominent source of revenue and most institutions. Okay, tony, i you put a charity in your will at sixty eight years old. What kind of income tax deduction do you get? Not a single one while i’m living. And my estate probably won’t get there in a second. I don’t even know whether i’ll get in a state tax that down. What sort of income do you get from that? I don’t have any income now. What sort of recognition to five out of six people get. He will never tell you about it. Oh, for the five out of six. Not a not a not to mention. What kind of a state tax deduction? Well, let me have a gat slightest idea and yeah, i don’t know. Last year there were about two hundred thousand people who died and left money to journey. Only three thousand of them had tax full state. So you’re talking. About ninety eight percent of people having no there, no the state tax benefits so you’ve got no income tax deduction, no income, no recognition and no estate tax benefit. So why what’s your quid pro quo? What are you selling there? They don’t even tell you most the time what you’re doing is the only people you find in wills are close family, friends and charities. They’re elevating the status of a family member, and that is not a product it’s, not a sale. You’re not selling something, you’re helping people realize desires, and you’re facilitating a gift. That’s what isthe you’re listening to my interview with robert sharp from the national conference on philanthropic planning, along with the chronicle of philanthropy? I know the volume is low for robert, we’ll fix that in future segments, we can’t do anything about it right now we’re going to take a break, and after the break, the interview from and cpp continues co-branding think dick tooting getting ding, ding, ding ding you’re listening to the talking alternate network e-giving nothing. Good. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call us ed to one, two, nine, six, four three, five zero two for a free consultation. That’s lawrence h bloom two, one, two, nine, six, four, three five zero two. We make people happy. Is lack of capital or credit keeping you up at night? The show me. The money conference is coming to the roosevelt hotel, forty five east forty fifth street in manhattan on november third. This’s the best business networking opportunity to meet potential investors and lenders, and get answers from our expert panel of business and financial advisors. From or information, call six four six six one nine eight, xero nine one or online at rose otto accounting that’s r o s a d o accounting, dot, com, slash show me the money. This is tony martignetti athlete named host of tony martignetti non-profit radio 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. You’re listening to the talking alternative network. Snusz dahna gracias yourself to a donor. You said that that they should you should treat donors like family members. Is that their particular ways that you you’re able to do that, you know, if you’re busy or how do you how do you do you facilitate that? Well for the people that never tell you what they’re doing in this area? There’s really nothing you can do except treat them well generally, for example, someone sends a five dollar check in and they’re eighty years old. You don’t know whether you’re in their state plan. How many most people that have been in this field for a while no, all the time. They get large requests from people that have very small current gift histories, so pay very close attention. This will get into the one of the last last last steps, but you need to make sure that you’re doing a very good job, generally handling the relationships with the people that meet the profile. Your long term older donors don’t throw them away just because they’re no longer giving at the level that makes him a member of the president’s council. Many of these air retired people there what? Is they don’t have the income and that’s especially true with one percent interest rates, because a lot of people’s disposable incomes older in life are being cut right now, and they don’t have the resource is from which to give currently, if you ignore them and don’t recognize them for what have done in the past, or thank them for what might be a sacrificial gift of ten dollars, you’re less likely to be in the state. So even those even those low level gifts we should be? Absolutely, thank you, there’s. No correlation. The one of the worst pictures of kool aid out there is that you want to look for rich people to do playing guess there’s a negative correlation. In fact, the more likely people are wealthier somebody is if somebody who’s eighty years old with one hundred million dollars, wants to give you a million dollars for a scholarship fund, and they have that they’re going to write you a check where somebody with three million dollars is not likely to give you one third of it, but they could be older and childless, and when they die, they could leave teeth. Two thirds of the money to their nieces and nephews, and leave the third to fund a scholarship fund. But that person with three million dollars may have had a thirty five thousand or fifty thousand dollar a year income the last few years of their life, and they’re not going to be five thousand or ten thousand dollar yurt donors. So there’s also a negative correlation between wealth and the propensity to give to the estate and what’s your advice in whether or not to ask whether the charity is in someone’s will. Okay, that’s that’s one of the points that i’m going to make here is over and avoiding overemphasis on recognition. Now this you don’t if only follow the logic here. If only one out of six or seven are in one major national organization i know about. They only know about one out of twenty five request in advance. That’s, that’s. One particular organization, one frontier history. One out of twenty five hundred twenty five and you never find anybody who knows more than one out of three or four, even in the iv’s with a sixty year relationship. This is private stuff, very private and that’s. Why you don’t get on the telephone and call people up and say, good afternoon, mrs jones, we just did an age overlay and found that your eighty years old and you’re gonna die soon and could you please put us in your will? You know, you know, you know, you know, telemarketing request well, that that now the other thing is, oh, if you will put us in your will improve it, we will make you a member of our legacy society isn’t that fun? Well, you can go that’s using transact action, that’s misusing transactional fund-raising in a capital campaign, you can go to somebody and say, hey, if you don’t name this building and make this million dollar commitment by the end of next month, we’ve got two other people that are going to do it, and i hate to see you lose this opportunity, okay, i’ll get right on that, but you’re not going to find an eighty six year old woman with knee problems and barely can move around. They’re not going to face mortality, drive downtown, face illegal fee just so they can get your lapel pin. All right, you know now what you do is you do the recognition, what should you do after? Well, that gets the point? How do you succeed in this? You use the recognition society so the people that tell you you then have a reason to be in touch with them on a regular basis and you were you are in honoring them and reminding them every time they read your annual port or whatever of what they’ve done, you’re more likely to stay in the will for the ones that tell you, but a lot of people will never tell you and how many people that are listening to this would think about calling up what they think is a rich aunt and asking if there in her will and if she says, honey, i just got back from my lawyer, and i want you to let you know i’m leaving you some money and then the what are you going to say? Oh, write a letter and say, dear aunt tillie, thank you so much for your recent notification of your kind intention to leave me in your will if you could be so good as to send me a copy of your will or specifically the page that names me so i’ll know how rich i’m gonna be. And well, guess what if it’s over one hundred thousand dollars, i might name my garage for you. You wouldn’t do that, you would say thank you, thank you. Now, if you’re a capital campaign and until he calls up and says raymond here’s the deal, i’m gonna leave you two million dollars in my will. But here’s the thing i want to move in with you and i want you to take care of me for the rest of my life. You may ask to see a copy of the will. So if they want a building named after him, if it’s a transaction you treat is a transaction but this supplying transactional fund-raising efforts that are perfectly okay in other areas is what will kill you in this area. Because you will turn off some of the very people who would leave you the largest gifts and that’s exactly what i was you would probably be the answer to what my next question was gonna be. That is part one of my interview from the national conference on philanthropic planning with robert sharp. How to cripple. Your career in five easy steps, part two will be in a future show next week on the show past the cup to corporations. Can you tell that i love a liberations past the cup to corporations, techniques to develop your corporate giving strategy and build relationships so you can ask for corporate support doing so with credibility and confidence? My guest will be john hicks he’s, the president and ceo of j c geever. You could get information on next week’s show and future shows from insider alerts on the facebook page. Facebook dot com slash tony martignetti non-profit radio my live appearances are also there. The creative producer of tony martignetti non-profit radio is claire meyerhoff line producer sam liebowitz. He’s, also the owner of talking alternative broadcasting on our social media, is by regina walton of organic social media. This is tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Join us next friday at one p m eastern here at talking alternative dot com happy halloween.

Fundraisers Should Not Piss Off Women

Women outlive men. Unmarried women give more generously than unmarried men. These two facts have big implications for nonprofit fundraisers.

Before looking at the implications, I should substantiate the facts. I think it’s well known that women live longer than men, but the gap is considerably narrower than it was a hundred years ago. This charming 1912 New York Times article put the gap at 20 years. About.com puts it between 3 and 4 years today.

Earlier this month, The Chronicle of Philanthropy reported unmarried women, irrespective of why they’re unmarried, give more to charity than similarly situated men.

Interesting to me, the article quotes the director of the Women’s Philanthropy Institute to say, “The conventional wisdom is that women do not give a lot of money.” I must be uninformed, because I’ve never heard that and don’t believe it’s true. The director continues, saying the conventional wisdom is wrong. Sometimes it pays to be uninformed. I save myself a lot of back-and-forth.

The implication for fundraisers: don’t piss off women. If that colloquialism offends your sensibilities, and you prefer my admonition more genteelly, don’t evoke the ire of women. Especially if you do planned gift fundraising.

Where the principal relationship to your charity is with the male, and there’s a female he’s close to, involve her. Send invitations to the couple, if appropriate. Do the same with gift acknowledgements. You are snubbing someone important when the gift is from a married, or partnered, couple and you address your thank-you letter to the man. You’ll probably never hear the objection. It has been quietly noted by the one who will likely live longer.

Angry Young Woman

At events, do you engage the wife or female significant other? Are you introducing her to your CEO, or asking for a moment of her man’s time while you pull him away?

Making (off color) inside jokes that marginalize women is a sure way to shoot your long-term fundraising in the foot. (You’ll hurt yourself in other ways, too, but I’m sticking to fundraising.)

Wives outliving their husbands, on average, means significant wealth will transfer to wives from their husbands’ estates. If you’re in Planned Giving, you’d like the best shot at having the wife remember you in her estate plan. So be good to her while her husband is living.

Where the husband is the primary donor to a nonprofit, I’ve always thought it a mistake to presume, upon his death, the widow has no interest in continuing the relationship. She may very well have her own charitable interests that don’t coincide with her husband’s, but nothing is lost in inquiring by polite letter–after many months have passed since the death–whether she would like to be kept on the mailing list. If you get no response, or a negative one, you know where you stand.

You have the best chance of maintaining a relationship with a woman–including a widow–if you treat her courteously at all times, according her the same respect, professionalism and friendship you show a man, whether she’s attached to one or not.

Tony Martignetti Nonprofit Radio for October 22, 2010

Big Nonprofit Ideas for the Other 95%

Compliance. Board relations. Fundraising. Technology. Volunteer management. Accounting. Finance. Marketing. Social media. Investments.

Every nonprofit faces these issues and big nonprofits have experts in each. Small and medium size nonprofits have Tony Martignetti Nonprofit Radio. Trusted experts throughout the country join Tony to take on the tough issues facing your organization.

Episode 14 of Tony Martignetti Nonprofit Radio for October 22, 2010

Tony’s Guest:

Larry Sharpe, Director of Neo-Sage: Smart Sales Training Strategies to Kick-Start Your Fundraising

Larry’s bio:

Larry Sharpe has a varied background which began in the United States Marines. He’s worked as an English teacher, an English Coordinator for the Japanese Government, and a marketing rep for the Armed Forces Radio & Television Network. In addition to starting two family businesses, he has also worked with former NYC Police Chief, Bill Bratton, in corporate sales of Pre-employment Screening & Background Investigations, and a multitude of other sales positions. Now, with Neo-Sage, he is passing all that knowledge and experience on.

He’s the Director of Special Projects for the World Energy Forum. He is also a Guest Instructor at Columbia’s Graduate School of Business and the New York Fashion Institute of Technology, as well as the host of The Ivory Tower Internet Radio Program.

Larry has a Bachelor’s Degree in Anthropology from the University of Maryland and a Certification to teach English from the International Center of Language and Culture. He lives with his wife and two daughters in New York City.

Click here for a hard copy.

When and where: Talking Alternative Radio, Friday, 1-2pm Eastern.

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Thanks.

Here is the link to the podcast: 010: Sales-Based Fundraising Strategies
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Cerini welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent, i’m your aptly named host tony martignetti what a coincidence i found this show if you think you’re non-profit is left out left out of consulting conversations left out in terms of fees that get charged press and media if you generally feel that you don’t get the attention that your small and midsize non-profit deserves, you have a home here at tony martignetti non-profit radio last week was an archive edition because i was at the national conference for philanthropic planning, doing interviews and talk later about that on tony’s take two, but last week we had regina walton, or from organic social media, and she explained and shared with us why you should be online. How to get started online on how to manage your non-profits reputation online also in last week’s edition John murcott from karma 4:1 one he shared how smart and simple online fund-raising khun build your relationships and unlock dollars for your non-profit this week, smart sales training strategies to kick start your fund-raising my guest is larry sharp, director of neo-sage, and he is going to share with us corporate sales lessons to help your non-profits fund-raising it’s a full we’re for a full hour of fund-raising this show with larry sharp and around the half hour on tony’s take, too, which is exactly at one thirty two. I’m going to share some notes from the national conference on philanthropic planning and a lot of exciting, interesting interviews at that conference last week, which is in florida, and they’ll be coming up on shows in the future, and i’ll talk a little about those on tony’s. Take two and also, ah, conference that i have coming up next-gen charity conference in november. All that on tony’s, take two after this break, larry sharp for a full hour of fund-raising stay with me, 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. Oppcoll is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call us ed to one, two, nine, six four three five zero two for a free consultation. That’s lawrence h bloom at two one two nine six four three five zero two. We make people happy. 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 offgrid dahna altum welcome back to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m joined now by larry sharp, larry’s director of neo-sage on the web that’s n e o hyphen s a g dot com and he’s going to share smart sales training strategies to kickstart your fund-raising ah, full hour of fund-raising text tips from larry stage larry is director of neo-sage, an influence training center in new york. His clients learn how to sell fund-raising network and influence effectively he’s, the director of special projects for the world energy forum and a guest instructor at columbia’s graduate school of business, and i’m very glad that larry’s practice brings him to the show today into the studio. Welcome, larry. Thank you very much, madam. Thank you, larry. Sales for non-profits sales has sales and sometimes marketing have sort of a pejorative connotation. Negative connotation should should non-profits be thinking about salesmanship. That’s ah that’s a great question and the reality is you’re right most people who work in the not non-profit world there are their helpers there healers they’re crusaders there, find the right word. They went to the right thing and save the world that’s great, but the problem with that is that’s, often directly in directly against the idea of making money in business. So while you absolutely need these people there’s no non-profit world without them, you’ve gotta have them. You also have to have the money part. You’ve gotta have the business guy or the money guy somewhere in there and that’s, the sales and marketing guy, which often is a problem, you’re right, they’re not profit world worries about that, so their answer usually is well, i’m so passionate about this problem is issue this concern, i’m going to try to somehow infuse the person on the of the phone or in front of me or through my letter with that same passion, and please, please, please give me money, please give me money because we’re all passionate about this cause that’s correct? The problem is that is traditional begging for money, which, if you’re very well known, i have a large marketing budget or big footprint that may be okay when you are small not-for-profits nobody cares. As sad as it is, if it isn’t my issue, i don’t care, and if i have enough mind to give i probably already have a larger not-for-profits e-giving tio so you as ah not non-profit have to change the way you think this is very hard. Let me try to get this out so that the non-profit people here don’t don’t have a heart attack what stands in their way, they have to stop thinking that they are begging for money. They have to stop thinking that they are enforcing the agenda of their donors. They’re enforcing the agenda of the people who want this issue will concern dealt with if you’re trying to take take kids to art if that’s your charity for trying tio save a certain type of animal if you’re trying to move energy in a certain direction, whatever it is you have to act like hey, i’m out there doing this you want it done someone’s gonna pay for it, it’s gotta be you. I’m enforcing your agenda, i’m enforcing you’re well, i’m doing what you want me to do. I’m actually not non-profit i’m not a charity, i’m an association. I’m like a lobbyist, i’m in association trying to get your agenda push trying to get your will move forward now i’m gonna have to change the name of the show. Now to what? Tony martignetti associate association radio i don’t love it, they don’t know i can’t do that. You’re invested in this, i’m not saying you won’t use those words. Of course you want to still keep the culture of your organization, but your thought process should be we are serving our donor base versus we are serving the actual people that we’re giving the money to or providing a service too. It is an entirely different mindset we’re doing this for you sort of on your behalf? Yes, exactly, it’s a whole different way. If they do that, all the same will happen is their language will change the language would change from things like please give us money to save the kids to hey, you want the kids saved? So we to do that we need x dollars brought us our check so we can do this. You wanted to and of course they’ll use their own language. But that feeling all of a sudden makes me feel like he am part of team, right? You wanted to, we’re in this together we’re doing the work for you because i already said on your behalf, and you hope that this will get the actual donors to not just write the check and walk away what you really want the donor to do is write the check and feel part of the team, so of course, when they do that, they start talking about it, they suck any of the people they volunteer it’s such a better way of moving your you’re non-profit forward, and i’m glad we’ve got a full hour to explore this because absolutely you spend so much time getting a donor’s your you don’t want to have to spend that time again to replace them when they write you just one check or come to just one event and then you never hear from them again or hopefully this doesn’t happen, they don’t hear from you again. Ah, yes, the tight right, the time invested buy-in getting a brand new donor extraordinary. Why i do that multiple times when you don’t need to and the second part is if if they really become part of the team, you don’t have to spend so much time getting the second donor zoho q, you don’t have to spend, so much time getting volunteers, because they’ll help you. My guest is larry sharp, director of neo-sage, and we’re talking a full hour of fund-raising. Larry, of course, is staying with me after this break. I hope you do, too. You couldn’t do anything, including getting thinking things. You’re listening to the talking alternative network, get in. Nothing. Cubine hi, i’m new york state senator joe a dabo. I will be hosting a Job fair on friday, november 12 at aqueduct racetrack in queens, contending into three p m, we will have over one hundred companies looking for qualified workers. They’re all to be lectures on jobs, try to jeez and networking. So come and bring plenty of resumes and join me on friday, november twelve at aqueduct racetrack for a Job fair from 10 a m to three p m. For more information, please call pete in my district office at seven one eight seven three eight one one one one altum. I really need to take better care of myself if only i had someone to help me with my lifestyle. I feel like giving up dahna is this you mind over matter, health and fitness can help. If you’re expecting an epiphany, chances are it’s not happening. Mind over matter, health and fitness could help you get back on track or start a new life and fitness. Join joshua margolis, fitness expert two one two eight sixty five nine to nine xero. Or visit w w w died mind over matter. N y c 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 the talking alternative network. I’m joined by larry sharp, director of neo-sage ennio hyphen s a g e dot com we’re here to find out whether larry really is is he? Is he a new sage? Has he brought sagacious nous to the studio? We’re finding out this hour around fund-raising and he’s already shared. Sort of the wayto reorient your thinking around fund-raising let’s get into some of the details, larry, how can non-profits start too implement a different way of thinking. Let’s just start with they’re just conversations conversation face to face conversations that might have with a donor on the phone let’s not do telemarketing yet, but just on the phone or in an event, how do we re orient the thinking to our conversations? The most important thing we want to talk about? And this is the sad what we don’t do what most not-for-profits there was discussed the need they spent a lot of time talking about the need. This is a problem. Oh my god! This is a problem. The world is ending. These kids were dying the the fish are dying, the animal’s dyeing the every whatever is dying and bad things are happening while that’s not bad to start, you always wanna end on a positive piece and that’s what isn’t done? What happens is they say the world’s ending oh my god, we have to do something you should help us versus saying the world’s, anybody blah, blah, blah and here’s a success story there’s the critical piece that’s often missing people don’t wanna be part of a problem. They would be part of a solution. So expresses a need to problem kids were sick, animals are dying. Yeah economy’s being destroyed, the environment being destroyed whatever is your issue. But you know what? Here’s some success we’ve had here’s how we’ve made things better. There is a bright side right here and that gets someone to say really how really? Well, that seems awesome that draws the person in. The problem is we’re so busy trying to show people the need will not give him the positive side of but we’re doing something great. We begin to feel like this is an interesting concept. If you’re always around, you know, poverty and you find some aid workers sometimes you come back from africa or south east asia, some very depressed economy, they come back and they’ll tell you, the world’s ending the world’s full of pain everything’s horrible. No must be around them. Yeah, but they should come back and say the world’s terrible things. But you look what we did. We save twenty five kids, or we save twenty five animals or we, you know, low with the carbon emissions or whatever is your charity, and then everyone goes, wow, that sounds great. So the critical piece and a conversation is discussed the issue. But then talk about the positive things that are happening. Show the success stories show the light that makes me want to come to you. Yeah, and i think that second part you’re right is not emphasized. A lot of fundraisers will say that the hook the need is the hook, right, and it sounds like years indeed it is. But go a step further and b positive how you’re helping toe solved that means yes, the issue is people think and this is a big problem. They think that donors give because they want to save the x. No, i always give for very different reasons all different types of reasons, most of them very selfish. Most of them are very selfish what people give and people don’t get that they want to feel powerful, they want to feel good, they want to they want to feel to doing something, they want to get recognition things of that sort that’s a very big reason why people give it’s not just because they want to save the whales will save the kids are saying the environment, it could be because they want to feel good, you know, an interesting story i was excuse me, i work for a couple non-profits and one of them was doing a training course for smaller non-profits and doing a training course, one person was upset and the person said because when i do this event, this person wants to come and have a booth at my event and sell his book, and i said, okay, while you upset well, you know, he don’t makes twelve thousand dollars, but you know what? I don’t want him doing this and making money, blah, blah i said, ok, he gives you twelve thousand dollars, right? Yes. Why do you care? What do you do at twelve thousand dollars? We do a lot with kids, so why? Do you care? In fact, you know what you should do. Tell him if he wants to be exclusive he’s gotta pay you twenty of rushing about two more people next to him selling books after that’s whatyou d’oh and let three people sell books there and get thirty six thousand dollars and save your kids. We’ll give one guy twenty and save your kids stop thinking the person who gives has to be his passion as you they don’t, they have to write the check. They obviously value your organization if that guy selling books every single year you do this event, he’ll give you twelve thousand dollars every year without complaining. Why you mad? Yeah, right. So what we have to worry about when it comes to our donor base is caring about our donor base, not caring what the people or animals or environment we’re trying to save kayman dahna base making about them. You will see all of a sudden all shoot up the money will just stop coming, right? Well, while you’re thinking about fund-raising i mean, of course, of course against the need and the work is paramount, but fund-raising is a very, very close second to executing our program. Whatever. Yes, some silent. Be very clear about that. Absolutely, this is on ly we’re talking about fund-raising of course, we don’t wantto sacrifice the value of the action of a profit just to make money. Baizman tio no, no, no. You’re absolutely right. Let’s so let’s dive in a little into some detail about direct mail that maybe a piece that’s devoted to fund-raising or it could be a newsletter. Direct mail. What advice do you have around? Absolutely generally speaking, you do not want to ask for that random amount of money more than once a year. So now you’re talking about a direct mail deal, you personalized letter hopefully doesn’t say, dear friend, i mean, i think you’d want the fund-raising pieces to be personalized absolutely that’s that’s the mail that you’re talking about right now, that individualized plans correct, okay? And i really would hope that today’s market there’s print is out there who can easily personalize everything if if you’re listening, you’re seeing yourself. I don’t i don’t have a database like that. Trust me, there are tons of people can personalize your mailing if you do that, you get the mailing out there. You want your your plea to be generally yearly, almost like a membership. You don’t have to use that word if you don’t want to depend upon the culture of your charity. If you are a membership type char to use that word. If not, who cares? Whatever. But you want to ask for the big hit yearly? Well, that’s the five hundred dollars a thousand dollars. Ten thousand dollars whatever that is that’s the one big hit yearly to want from the person that person should feel like i wrote my big check. I’m set. I’m part of team. Not now. Next year’s. Next have to write my bait again. That is an exception here. You can now begin to ask for more money throughout the year. But not the quarterly. You know fund-raising that is really impersonal, really unknowing and has turned many people off and it’s it’s on the it’s on the non-profits schedule. Yes, exactly. Well, that’s. Exactly right. Only perfect. Let me just remind people my guest is larry sharp, director of neo-sage. And we’re spending a full hour with your fund-raising sales training techniques to kick start your fund-raising. Larry, i’m sorry. Go ahead. No, you’re totally right. Tony it’s. The issue here is non-profits or again thinking about themselves so they want to raise money every quarter. Nice, but instead, think about the donor do the once a year you owe me a big hit because you’re part of my members should be part of team. Got it. No problem. Whenever that’s a should be done, i don’t know, depends upon the calendar of the non-profit. But then quarterly you want to do targeted specifically to that individual, for example. Let’s say your your charity deals with i’m gonna make up kids with cancer, right? Whatever. So maybe you decide that these people you figure out through the surveying or asking or internet surveying or check boxes on your mailer. However you decide to get that data, what are they specifically interested in? They’re interested in this piece that piece, this piece. So you say, you know what, what? This year we’re taking the kids who have cancer to disneyworld, whatever that is. And if the raise money for that, send it to those people who checked, you know, make a wish for cancer. Whoever check that one. Those people get that specific mailing saying, please give us money for this specific trip for this specific issue you want us to segment exact perfect word? Yes segment beautiful. I want you to segment on mr hayward. I want you to segment we have george in jail on tony martignetti non-profit radio, but i don’t think this is georgina segment. I think everybody understands segmenting, so there is a reprieve if anybody was wondering, especially since i’m the one who brought the word up so i never i put myself in jargon jail if it doesn’t happen, so keep listening. But that won’t happen. There won’t. Go ahead, please. Miree second, once we do that now what happens is i’m giving because i see a result. I now see what’s happening. I’m due, i’m making a difference and on what i’m specifically interested in yes, i want to see happy kids, you know, before they pass we can shit. Maybe it’s in my family may be someone i know it’s close to me. Maybe i didn’t get something when i was a kid. Whatever it affect me that’s why i care about that. So now i’m going to drop. My thousand dollars provoc woobox whatever that is to help these kids go to disney world now here’s a critical piece. When when the next quarter you asked me for more money. There better be pictures of that trip, the better the details of that trip. I need to see what i did. Outcomes absolutely. I want to see those happy kids. I want to see smiling kids. I want to see him hug and mickey mouse. I want all those things to make me feel good. Because the next court, when you asked me for the next trip, i’ll write another check again and again again. And we are seeing within the past, say, four, five years or so a much greater emphasis on donors learning the outcomes. Yes and charity’s being accountable. And some charities do it quantitatively. I often use example of charity water. They have a very good website where you can see on a global map where your money was spent and how deep the will it well is in the community in south africa that they that they drilled and what the outcome was. How many people in that community we’re help, i mean that’s one example. But it’s a great example. Outcomes krauz yes. And we also than the next piece in this whole concept is we do not want to do what so many charities do and make it broadbased. There are fourteen million children with this problem. Ten thousand kids every day have this ninety thousand whales every year do so. And so whatever. That’s. Nice to maybe start the juices flowing. Right? But you have to make it in individual. Yeah. Where did my money go? Yes. Ninety thousand whales. Which one did my one hundred fifty thousand dollars help? Yes, absolutely. They want to know it was emma. That whale right there. That’s the one. You know, we tagged her and saved her calf. Yes. Thanks to you helping pay for the boat that went out there, did it? Yes. I want to feel that i want to say yeah, that’s my boat. I’d put money on my boat. I better keep paying off. My boat won’t go out there and help the emirs of the world. Of course, we’re talking about this critical segmentation, larry and i just want to remind people that several shows ago we had tim cannon on from mcvicar and higginbotham, which is a print shop on better shop, and they do that type of work and print shops and letter shops generally, as larry said, are sophisticated enough to help you segment your database. Once you’ve gotten the data collected to segment it and that’s really where i’d like to go let’s, spend a few minutes. How do we talk about how we collect this data in order to do the segmentation that you’re recommending? Actually, the print company can assist you? They’re also because maybe if you have a yearly ask or whatever the case may be within your yearly, ask on the sheet where they fill out far from the box, a thousand bucks, two hundred bucks, whatever they’re filling out you also say, and you were interested in check all that apply, and just that right there will have to do it. There’s also something called and ah, i hope it’s not it’s a pearl, a personal earl and out of print shops could do that also where they send it out and you go to a specific website just for them, you know, x charity slash tony m yes. I’ve seen those in direct mail pieces that i’ve gotten there we go click there and you feel your survey out right there, you know, i’m interested in emmett a whale and bobby the fish and jimmy to shark alright, that’s, what i care about whatever the case may be, so you care about as an example, maybe you care about the shark fin soup issue, right? Everyone’s cutting a shark fins off, killing sharks, right? That’s, what you care about, okay, great. So the next time we do a campaign to help, stop that, i can guarantee you’re getting a letter and i want five bucks, but maybe you don’t care about emmett a whale may be care about the sharks, it doesn’t matter. What i’m worried about is what you care about, not what i care about. So a personalized earl on dh, really? Just aside from knowing what that specific donors interested in the charity now knows that that donor is interested enough to go from the mail piece or the email to click through to the personal you are also the we’ve got them we know we have that donor at least at the threshold, yes. Absolutely. And he’s an ex piece. You also find out what pieces are important. T to your your donor base. Let’s say you find that nobody cares about shark fin soup. I’m making it up, right? I have no idea anyone cares but let’s say that you don’t abase you send out your letters, b get a thousand back. We hope you haven’t made doughnuts. I hope so. Right. And out of the thousand ten k about the sharks. Maybe either you shouldn’t publicize him so much. Well, maybe the reverse. Maybe you need a better campaign and get people to care. This gives you some insight in what you’re doing, right? Maybe you should say, you know what? I should stop doing this. I should take take this part of my charity away, give it to a specialized charity because my people don’t care about it. All the reverse. No one cares what i do. And outreach program to get people to understand. This is an important issue. This data is very, very valuable. Especially thie example. You just mentioned it’s it’s so small. But there’s another challenge that does this work so well. Yeah, maybe. And especially in the midst of a recession, which i hope is ending soon, but we’re still in it. Maybe not technically, but everybody is not an economist thinks we’re still in the recession when non-profits have to be more efficient? Yeah, maybe one of their tasks one of their programs isn’t isn’t one that they’re doing the best and isn’t one that their constituents are that interested in, and they can they can shift that program elsewhere, absolutely, and maybe even swap donors, maybe even do a joint, you know, event who knows how you can do this so there’s an important piece, so i hope that’s clear on the on the direct mailing side let’s, talk a little more about what you might, including a reply device. I mean, i’ll always telling our clients that every direct mail piece should come with some kind of reply device for someone for the recipient toe asked for more information, tell them that they’ve already included the organization in their state plan, which is a type of fund-raising consulting that we do, what else can we include in a direct mail piece to get people to share information with us? There are several things the first thing you want to do is you want to make sure you give them something some type of gift in a certain way, then i give you could be like a church key could be that could be, you know, a pin pins bleed or not are very powerthru early. So you liked a little get off pens or so because pin’s tell people i’m part of the part of crew. I’m part of a team, little lapel pins and that kind of thing, very power for the great or really detailed, specific information in southern information that no one else knows. These two things are very powerful. They feel to gift oh, i want to give back. So maybe an insider newsletter if it’s a newsletter, it can’t just be here’s what’s going on at the charity nobody reads that you’re fooling yourself. Nobody reads that if it’s here something you don’t know, here’s something nobody but our members know here’s something happening in the secret, you know, you know, volts of power, something like that. Yes, people read that if it’s that time of insider information great. Or if it’s something that could be ah, story. Directed towards them, like the story of the kid’s going to see mickey mouse, that’s a positive story, something like that. But if it’s, just his was happening on a charity, nobody reads that and has also very consistent with sort of traditional fund-raising wisdom, which can often be wrong. But in this case, it’s, consistent with what you’re saying and that is sharing more detailed information with your your better donors. Yeah, eso. How to induce someone from giving five hundred dollars a year to a thousand dollars a year. Part of that will be that you’ll get our insider newsletter or our president’s circle. Yeah, email alerts on breaking events around are our issue perfect. My guest is larry sharpies, the director of neo-sage. We’re going to take a break, and, of course, larry joins us after this break, and also after this break, tony’s, take two. Talking alternative radio twenty four hours a day. Hi, i’m new york state senator joe a dabo. I will be hosting a Job fair on friday, november 12 at aqueduct racetrack in queens, contending into three p m we will have over one hundred companies looking for qualified workers. They’re all to be lectures on job strategies and networking. Come and bring plenty of resumes and join me on friday, november twelfth at aqueduct racetrack for a Job fair from 10 a m to three p m. For more information, please call pete in my district office at seven one eight seven three eight one one one one bonem 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. 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 durney welcome back to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent were right around thirty two minutes after it’s roughly one thirty two eastern time. So it’s time for tony’s take two. Last week i couldn’t do the show because i was doing podcast interviews at the national conference on philanthropic planning that’s where we had an archive edition of the show last week. Ah, did six interview’s in conjunction with the chronicle of philanthropy, thes air interviews that will be coming up on upcoming shows. But just to give you a little sense of some of the people we talked to, one of the subjects was red flags in planned giving that was aviva bed occur what to look out for in planned e-giving we all know i’m a plan giving fund-raising consultant so i’m the first to say plan giving could be an outstanding way to build endowment or in other ways, just help your non-profit long term, but there are some technical sides to plan giving, and you do need to be careful. And aviva benwikere raised some of those red flags for us in that interview endowment management strategies, my interviewee there, along with the chronicle of philanthropy, was catherine miree, sharing methods and techniques for keeping your endowment safe. Um, we had to washington d c insiders. An attorney in a lobbyist, emily lamb and perry wasserman perry. Washington is actually the lobbyist for the host organization for that conference, which is the partnership for philanthropic planning. He’s their lobbyist, emily lamb, is an attorney in washington with skadden, arps and used to before that was with the treasury department working on in the in the tax in the tax area and are subject with emily and perry was how legislation and regular the regulatory environment is going to be affecting, um, fund-raising and non-profits generally, especially with the elections coming up in just a couple of weeks had a cripple your career in five easy steps. That was robert sharpe of the sharp group crippling your career in five easy steps. That was really very interesting. Sort of. Ah, ah, hook a way of getting you to pay attention to your career. Um also had an melvin from harvard university. She was talking about motivating and marketing to your plant e-giving donors. You can see my blogger post on each of these interviews at my block, which is m p g a d v dot com, and you could also keep listening to the show for full interviews with each of these guests cause we’ll have the full interviews broadcast. If you don’t know when those air coming up, you wouldn’t know because i don’t know yet, but when they do come up, you confined out by getting our insider weekly email alerts, go to the facebook page for the show and get those alerts, of course, facebook, dot com and then it’s tony martignetti non-profit radio and you can sign up there for our insider email alerts in november. I’m going to be speaking at the next-gen charity conference that’s here in new york city, but we’re also going to be doing a podcast interviews of mohr speakers from that conference that’s november eighteenth will be doing the podcast interviews, and they’ll be for broadcast on later shows. And then on the nineteenth, i’ll be leading a workshop pg and so me planned giving in social media using social media, too. Reach out to your fund, your your plan giving donors and that has special considerations because plan giving donors are typically sixty and over, but we know where they’re where they’re going. Social media wise, is it facebook? Is it twitter? We know, and i’ll be sharing that in the conference. Also, i’m very pleased that i can offer with you offer you twenty percent off that next-gen charity conference for listeners of the show to get that twenty percent discount to the ah next-gen charity conference, which is on november eighteen and nineteen in new york city, you could go to the blogged or the facebook page and look for that twenty percent off discount. My guest this week is larry sharp, and i’m really glad that we’re spending the full hour talking about fund-raising sales training strategies to kick start your fund-raising larry is a corporate sales trainer on dh ah, director of neo-sage, which is a consultancy that trains clients, had a cell fund-raising network and influence effectively. Larry, we we had been talking about direct mail and newsletters and direct mail pieces. How about the telephone? How can we shift? Are thinking about fund-raising in the way that you suggested and do this, if if if we’re doing telephone outreach, sure, just generally speaking, when you’re doing the telephone, you’re talking to people who donated before now with the do not call list it’s difficult to do cold calling for for for not-for-profits an exception might be say, if you’re doing your ah your list for a college, maybe call me alumni that might be cold sometimes, but the exception of that generally speaking, people who’ve done any before the tactic here has to be as soon as you call you want to start giving them information right away. It’s ah, hey, tony, how you it’s latto from x y z charity? This call is because you don’t want to just call in just seeing it sounds apologetic. Yes, sorry to be calling, but you’re not saying that, but it sounds like you’re apologizing and really should be calling straightforward got important news to share you don’t want to train your donor base into thinking i call just cause you want your dahna metoo think i call because there’s a reason so as soon as you pick up the phone hey tony’s latto x y z charity here’s. Why i’m calling, you should know x y z you should be aware of bump up, up, up, up, here’s what’s happening where you care boom boom, boom ba boom whatever that is, then go into a specific reason why you want the money. A specific reason such as and because of this, we have a new initiative, tony. And the new initiative is we’re going to now take the kids to you know, niagara falls because we know that’s going to help them out. And the doctors were saying, what is what we should do blah, blah look to really help us out to make this really happen. We need you to do now, what’s that is at least double what you gave last time. So if you gave to earn fifty it’s at least five hundred, you may want to shoot four thousand whatever it is. But you want to go for a very high number for your first ask realizing most of the time you’re going to know. Okay? The reason why you do the high ask at first is to call the law of contrast the influence love contract states. I will measure everything by the first thing i see. So my first one thousand now to fifty seems cheap. Ah! Vice oversea to fifty thousand expensive. So you’re measuring the second number, which will get to yes, in contrast with the first law of contrast, are so so two fifty seems like a cz you said a little compare two thousand. So i’m gonna ask for i must say, you know, to make this really happen. Tony, we really need tto help us out with a thousand dollars. Can you do that, tony? Now odds are you’re going to say no. Wow, but not like that. You said, wow, it’s, a lot of money because i’m a two hundred dollar donor. Zack clean under fifty dollars, to fifty donors, a lot of money for me. I’d love to. I can’t right now. Time to tough. Whatever you’re going to say, then you go and do you go to low and then medium so close, high, low, medium and listen to my language in doing this, i’m going to ensure that you do not go lower than last year. That’s the first time would ensure since i know what i’m still getting to fifty out of you. So i start with a thousand bucks you say can’t do it, you know? What? Tony, honest and completely, you know, you could if you want to go back to what you did last year, which is two fifty here’s that most people doing for us that most people don’t really help us. A lot would be if you go five hundred. Can you do five hundred? Okay? He said, i just did, yeah, you could go down into that fifty, but most people are, but most people doing doing five hundred most will gave me last year doing five hundred. Most people are will help us tremendously or ah, common amount. Some word that invokes law of social proof social proof means if other people are doing it, i should be doing it. So you know, your language should invoke social of others are doing it. What we’re expecting, what we’re seeing, what people are doing, the most common amount, any language you could be part of the trends are the trend exactly in the different word, but and we have to, because each cherry has their own culture, so the words i’m using may not function in your charity specifically, but use the language that your culture of the culture, that chap you can use that says that that says other people are doing is a trend it’s common, and you could be part of that trend. Exactly correct your your strategy, you’re offering people the ability to stay in the same at the same level. You haven’t minimized what they’ve done for you in the past, saying you could stay there, but what most people are doing who are involved in this issue is going much hyre without your saying much hyre exactly exactly right so that’s, why you do it? So at a minimum, you’re going to say, look, larry, i love the charity i love you guys. Let me stay at two fifty, okay, great, thanks, tony let’s two, two, fifty so no matter what, you’re not going below that, i’m getting something out of you and you’re not going lower, but with this tactic, the odds are if you can afford it yoga hyre now, if you can’t afford, you can’t afford it, i got it times a tough some people can’t, you know, put the money out, but if you can afford it, you’re going to go hyre if you can’t, you go to fifty and hopefully next you you keep it going, keep it going. Keep it going until eventually hope every donors over a thousand over ten thousand, over a hundred thousand we hope whatever we can get, the reality of it is they’re not going to give more than they can afford anyway. But if they’re out to fifty from last year, they probably can get to fifty again. So that’s going to go? We don’t want to say, you know, last you gave to fifty because then they say, well, you know this shit. Can i just do one twenty five times the Job just 2:100 and over some before you know what the given ten dollars? So we start with the high number so if you want to, you could stay there. But here’s that most people are doing here is a trend. And hopefully more of them will go towards the raising two two. Fifty two, five hundred that’s. What? We have seen that you see that slowly clients? Absolutely. Yes. Should these calls be scripted? Of course. How do we prepare? Absolutely a hundred percent. The people you want to use can be any. You can use anybody you want. To do your fund-raising it’s generally best if the people are part the charity, sometimes they don’t do it. Sometimes they hyre outsiders part not necessarily employees, right? Could be volunteers motivated bones here. Somehow part of the chinese doesn’t happen of us have to be an actual employees. Could be other donors could be donors. Kids could be anyone someone who somehow part of that team. This way. If the person begins to ask questions, they can say some they can say yes. I am part of this team, you know, my mother donates and, you know, on the weekends, i sometimes go with the kids out to, you know, the orchestra or whatever’s your charity. Right? So i went there last year. The summer camp. So that means okay. We’re all together. It’s. Instant report. What part of same as we have something in common. You absolutely better chance again. You could hire outsiders, but that has to go down a little bit. You don’t gain that same report. Okay. So, it’s best that people who are somehow connected to part the charity? Yes. That’s. The who who? You have to do it. How do we prepare these? We literally want them to have a one sheet er a page that is eggs dig zach script of what you want them to say in that order. In addition, wantto have, at a minimum a second sheet of paper, which is your rebuttal script, which is where you go when people tell, you know where you go when people give me excuses and often this is not even used. But having those scripts there make the telemarketer feel it ever safety, blanket. See, people think we have to have the script there in rebuttal sheep so that the person can use it, they can, but it’s not necessarily used it’s there so they can feel more confident if they have a problem. I’ve got someplace to go if they’re just up in the air, becomes, yeah, well, again, she and what we would like becomes that if they have a script, they can look at it, go through it, and if they don’t need it, they can ignore it. But they know it’s there, it gives them confidence. The robot a script should be there and the most important thing the wrap up once that person says yes there. Should be a script. The wrap up, it’s, be great. Ok? Is that going to be via our online or you are going a lot. Great. Please go to blah, blah, blah, blah, blah. Are you near a computer right now? Great. Could you log on to that’s? All right there to do. If it’s via a psa. Pleasure going, you know, mail it. How to mail it, what to do with their with their she too. Should they send them something? If it’s a credit card form, how do you feel that out? Whatever the wrap up is. And then of course, in the end, you’re going here’s. The most important thing at the end. You want to provide benefits? This is so anti non-profit. Okay. But we do instead is we thank them twenty five times instead of thanking them twenty five times. Say something like this. Tony, this is so great. You give in the five thousand dollars, you know, what’s gonna happen. These kids are going to get this. That this? That this and from last year we know this this and this is going to happen. This is really great. You know what, tony will? Say i feel fabulous about mike that’s. Exactly. Correct. Only wish i could have given more. Yeah. Can i get two checks? It’s? Awesome. Fund-raising nirvana. Absolutely. Against the outcome. Yes. You want to share the outcome? Even before it’s it’s occurred. This’s what your gift is going to do for us one hundred percent. This is the benefit you want to show. Then you can thank them. Then you can thank them. You are not allowed not-for-profits listen to me. You are no longer allowed to thank them until you first give them the benefit. Once they get the benefit and they go wow, that’s! Great. You’re going to say thankyou, tony actually great after not before otherwise they start to think shevawn e-giving hundred bucks thanking him early bleed or not increases buyer’s remorse. Thanking them early actually lowers the chance they actually go through with the give you will find just by changing that the people who pooh promise and then don’t deliver that gap gets smaller just by doing that. Thanking someone before you give benefit. Thanking someone early actually increases buyer’s remorse i think doing a favor maybe i should have gone to fifty. I’m not really sure that begins come to play hesitation, hesitation. This economy means no or it means i just write two hundred bucks on it instead of my father and i pledged so all this and you get a lower number, something that happens, so thanking them early literally lowers the men of money getting in, changing just that you will see a difference but share the outcome. Of course, please assume assume the person commits yes, and you’ve you’ve given them the pertinent information, okay, i’m with larry sharp he’s, the director of neo-sage, and we’re talking smart sales training strategies to kickstart your fund-raising we’re going to take a break, and after the break, we’ll come back, talk about email and maybe some goal setting. Also, how do you set your fund-raising and your fund-raising goals all with larry’s advice from sales training strategies? I’m tony martignetti, host of tony martignetti non-profit radio stay with us getting anything, wounding e-giving ding ding, you’re listening to the talking alternate network get in! Think. Cubine is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call us ed to one, two, nine, six, four three five zero two for a free consultation. That’s lawrence h bloom two, one, two, nine, six, four, three five zero two. We make people happy. Hyre durney is lack of capital or credit keeping you up at night? The show me. The money conference is coming to the roosevelt hotel, forty five east forty fifth street in manhattan on november third. This’s the best business networking opportunity to meet potential investors and lenders, and get answers from our expert panel of business and financial advisors. From or information, call six four six six one nine eight, xero nine one or online at rose otto accounting that’s r o s a d o accounting, dot, com, slash show me the money. This is tony martignetti athlete 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. You’re listening to the talking alternative network. Welcome back to tony martignetti non-profit radio my guest is larry sharp. We’re talking fund-raising for the full hour. I think that was very interesting information about buyer’s remorse and saying thank you too quickly and too often in the in the telemarketing calls. Larry. Excellent. Thank you very much. Of course. Let’s switch teo, email. What advice do you have around email emails? Ah, great tool there’s some issues, though, that the ideas people often send emails out weekly or monthly and think they’re giving updates, and they think they’re helping their actually knowing their donor base. The reality of it is what emails you want to do, two types of emails, the one is maybe an ask and that’s. Okay, but if we do the ask the rules off the mailing we talked about earlier are the same rules once a year, and then maybe once a quarter or so for specific issue. Any other e mails you send have to you have to be one of two things one some really big issue that someone is going to care about specifically, like again, i care about sammy, the shark and not em of the whale you’re going to send me the note about sammy the shark, not about emma the whale, not about what’s going on in the field, not about what’s happening my charity. In reality, i get too much email, i’m not going to read it it’s going to begin to annoy me delete, delete, delete, delete and when the important e mail comes in, i’m not going to read it. I’m going to another one of these e mails delete so either it’s about sammy the shark or it’s that same idea on ly a recorder on lee once a year, same rules. The last thing is, if i have something very special that no one else you know, that’s really going to affect everything like all of a sudden, you know, bill gates joins our charity, you know, something huge like that send the email, but a monthly or weekly email just cause will on ly annoy you don’t abase and they’ll begin to become immune to it and they just shut off your your advice goes back to the importance of segmentation. You need to know what your donors are interested in so that you can push that information and that’s ah! That’s a web term, you know, push, push information out to them that they’ve expressed an interest in absolutely i think we’re in two thousand ten approach fast approaching two thousand eleven were past the days of here’s what’s new writers what’s happening where it’s not specifically targeted to the person’s interest. Absolute sure, yes, those rules on email events. But what about using events for fund-raising events believe or not are really, really important more important than people think, and they don’t have to be huge gall events. They could be very small if you have a good donor base asked them to support the event in one of their buildings, one of their facilities, their home, their office, one of the case. Maybe the reason why events are important are several number one is it creates camaraderie amongst the people in the charity they feel like they’re part of team when you can bring your donor base in and say, hey, look, these are the people who are going out there and, you know, cleaning off the seals or, you know, save this person actually saved emma, right? He’s the captain of the boat and again showing people that they’re part of their part of something bigger. We talked about the trend, you know, here’s the trend in giving around when we talk about telemarketing, but you can see that you’re part of a trend you’re part of something in here is palpable evidence you’re surrounded by all your a ll the people who are sympathetic to the same issue. Yes, absolutely. So you want to do events for that reason, but the second reason is you want to share special information. This is when you want to do the corporate video that comes out before anyone else sees it. This is when you talk about the special plan, a program you going to put in place next year that no one else knows about this is when you’re going to share these atoms insider information that on ly we know that’s when you share there’s another reason why i do it. You want the donors to begin to see value in networking if the donor base our business owners or sales wraps, or people who want to do business and being relationships to their world to the firm’s toe other toe, other charities they may support if they start seeing value and donating, then they want to be part of the process. They want to be part of this organization. Is he additional value? Now? This turns off a lot of non-profits they can’t stand the idea of having an event and people doing business there that turns some people off well, time to turn back on because it’s a very important reason why people get together. And if all of a sudden i start seeing that when i go to your events, there are some heavy hitter donors there that i could somehow benefit you to my personal family. My personal fortune, my, my emotional i have ah, vendors i can use somehow i can benefit from being around these people. I’m gonna keep donating. What’s. Interesting. There is. That is exactly what ah, non-profits do recognize around boardmember ship? Yeah, we’re always recruiting people who can do business together. And the more powerful their board, the more powerful people they’ll be able to recruit to the board hundred percent. But why is that limited to the board? Absolutely. He totally right. In fact, if you get bored members to show up in sweet twist their arms and get them to show up at the events. You get more people who just want to board members. Yes. You want to see the boardmember? So even that mohr people showing up more camaraderie. Mohr mohr almost. I’m part of this team and more loyal donors who will keep donating every year and assist you volunteering, allowing you to use the facilities there, their homes except for et cetera. Where we have just about ninety seconds or so left together. What about goal setting fund fund-raising goal setting. Can you give us just a couple of tips on how we can? We can do that. What you want to do? This is the difficult thing. You have, you individual fundraisers. You actually want them to come up with their own goals. This is what’s. Odd people use it from the top down. I should deal from the bottom up. Who are the people who are in charge of fund-raising? Are they have a fund-raising director? Do you have actual tele call telemarketer people? Do you have, you know, print shops who you using? Ask them what they think they can dio and then give him a nudge. What? If we do better, what if we do better? What can be a good goal? While we do that? We want the people at the bottom to take ownership of the goal themselves again. I wouldn’t do it. I’m part of this. I’m a volunteer. Make twenty five phone calls. I’m gonna call it for forty five as make this goal. Get the people the bottom to start to give you the idea and from that, build your goal. All right, top up about sorry. Bottom up yet my guest has been larry sharp. He is the director of neo-sage again. That’s. Any oh, hyphen s a g dot com on an influence training center in new york. Want to thank larry very much for being on the show and coming to studio. Thank you. Thank you. Pleasure having you, larry something on larry’s website from dale carnegie, i found were not people of logic were people of emotion. That’s sort of a paraphrase of a dale carnegie quote, but i think it sums up what larry’s talking about the reason people give and how you can motivate that emotion in them next week. I don’t know. Who’s going to be next week, we’re not confirmed so that’s. Why you should get the insider alerts from the facebook page. Go to the facebook page, sign up for our alerts and you’ll find out the moment i find out who next week’s guest is going to be and that’s a facebook dot com tony martignetti non-profit radio you also see my live appearances there. The creative producer of tony martignetti non-profit radio is claire meyerhoff, always grateful for her help in directing the show and giving advice around creative ideas and timing of the show. Thank you very much. Claire, our line producer and the owner of tony of talking alternative broadcasting is sam liebowitz and our facebook and social media for the show is done by regina walton of organic social media. I’m tony martignetti, the host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent, even though we don’t know who the guest will be next week. Join us next week, friday, one p m eastern on talking alternative broadcasting right where you are right now at talking alternative dot com. Hyre i didn’t think that shooting. Good ending. You’re listening to the talking alternate network to get you thinking. I think. Cubine i really need to take better care of myself if only i had someone to help me with my lifestyle. I feel like giving up dahna is this you mind over matter, health and fitness can help. If you’re expecting an epiphany, chances are it’s not happening. Mind over matter, health and fitness can help you get back on track or start a new life and fitness. Join Joshua margolis, fitness expert at 2 one two eight six five nine two nine zero or visit www. Dot mind over matter. Y si dot com. Cerini this is tony martignetti athlete 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 hi, i’m new york state senator joe a dabo i will be hosting a Job fair on friday, november 12 at aqueduct racetrack in queens, contending into three p m we will have over one hundred companies looking for qualified workers. They’re all to be lectures on job strategies and networking. So come and bring plenty of resumes and join me on friday, november twelve at aqueduct racetrack for a Job fair from 10 a m to three p m for more information, please call pete in my district office at seven one eight seven three eight one one one one. Altum 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. Altum you’re listening to the talking alternative network.

NextGen:Charity – November 18th & 19th

Exciting news! I learned last week that I’ll be joining NextGen:Charity in New York, NY. This is a conference on nonprofit innovation to help charities be more efficient and more effective. The goal is to powerfully connect organizations with donors and community.
I’ll be there on Day 1, November 18th, to do interviews for Tony Martignetti Nonprofit Radio along with sending out updates via this blog, Facebook, Twitter and LinkedIn.

These are some of the people scheduled to speak on day one:

Seth Godin (#1 business blogger & 12-time bestselling author), Nancy Lublin (DoSomething.org & Dress For Success founder), Scott Harrison (charity:water), Peter Thum and Jonathan Greenblatt (Ethos Water), Scott Belsky (Behance), Randi Zuckerberg (Facebook), Joanne Heyman (Urban Zen), as well as Google for Non-Profits, and many others.

On Day 2, November 19th, I’ll lead a two-hour workshop on “Planned Giving & Social Media“. That workshop will be from 11am to 1pm at Columbia University, Lerner Hall (116th Street and Broadway).

This will be an exciting and fun event. Click here or on the picture for a 20% discount to NextGen. You have until November 5th to take advantage of this great speaker’s discount.  I’m really glad I can offer it to my friends.

I hope to see you there.

Reynolds Cafferata Interview at National Conference on Philanthropic Planning

I have left the National Conference on Philanthropic Planning to attend and speak at a seminar in New York City today. NCPP in Lake Buena Vista, Florida continues through today.

Yesterday, I interviewed Reynolds Cafferata, Esq. with the law firm of Rodriguez, Horii, Choi & Cafferata in Los Angeles. That’s a tax firm representing nonprofits and their donors (but not in the same transactions–that’d be a conflict, without a waiver).

He had a great attitude about getting behind the podcast mic. Essentially, “I’m here, I’m ready, let’s go.” Not your typical circumspect, practicing attorney.

Reynolds Cafferata, Esq
Reynolds’ conference seminar is “Creating Effective Legal Structures for Multigenerational Philanthropy.” There’s a mouthful. He parsed it for me. “Multigenerational philanthropy” is charitable giving that brings in the kids, grandkids, great grandkids and other heirs depending how far the donor wants to go. And how willing the family is to participate. Some of these legal structures last a term of years and aren’t truly multigenerational. I wouldn’t have asked him to capture that possibility in his program title.

Donors and their families might do this to pass to heirs the value of philanthropy; or because a certain charity or group of charities has been enormously meaningful; or, simply to give back to society and help those in need.

The “legal structures” we discussed are corporations, foundations and trusts. You’ll have to catch the interview for more on those, but we didn’t go into great detail on these vehicles. I wanted to pursue another line.

His firm represents individuals giving to nonprofits, and I was interested in what he’s seen in nonprofits overreaching with donors. His quick answer was the legally enforceable, or binding, pledge agreement. He sees these too often and holds that they bring little or no value to charities and can be detrimental to donors.

Reynolds’ seminar was yesterday afternoon, but you can hear my interview on Tony Martignetti Nonprofit Radio. Sign up for show alerts on the Facebook page and you’ll know which show it’ll play on.