Category Archives: Coronavirus

Special Episode: Reopening From Coronavirus

I love our sponsors!

WegnerCPAs. Guiding you. Beyond the numbers.

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

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

Get Nonprofit Radio insider alerts!

Listen Live or Archive:

My Guest:

Lisa Brauner: Reopening From Coronavirus
My guest is attorney Lisa Brauner. We see the faint light at the end of the tunnel. We’re slowly emerging as we knew we would. But these things must be done delicately. What do you plan ahead for? How do you keep employees safe and can they refuse to return to work? What are reasonable accommodations? Lisa has answers. Lisa has advice. Lisa is a partner at Perlman+Perlman law firm in New York City.

 

 

 

Top Trends. Sound Advice. Lively Conversation.

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

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

Get Nonprofit Radio insider alerts!

Sponsored by:

Cougar Mountain Software logo
View Full Transcript
Transcript for 487b_tony_martignetti_nonprofit_radio_20200506.mp3

Processed on: 2020-05-06T21:41:06.680Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2020…05…487b_tony_martignetti_nonprofit_radio_20200506.mp3.116034144.json
Path to text: transcripts/2020/05/487b_tony_martignetti_nonprofit_radio_20200506.txt

[00:00:12.34] spk_1:
Hello and welcome to tony-martignetti non profit

[00:00:42.84] spk_2:
radio. Big non profit ideas for the other 95%. I’m your aptly named host. This is a short special episode of non profit radio to help you cope with the pandemic reopening from Corona virus. My guest is attorney Lisa Brunner. We see the faint light at the end of the tunnel were slowly emerging as we knew that we would. But these things must be done.

[00:00:44.94] spk_3:
Delicate, please.

[00:01:39.04] spk_2:
So, what do we, uh, what we planned for? That’s coming. How do you keep employees safe? And can they refuse to return to work? What are reasonable accommodations? Lisa has answers. Lisa has advice. Lisa is a partner at a prominent Perlman law firm in New York City, responsive by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com My Cougar Mountain Software Denali Fund Is there complete accounting solution made for non profits tony-dot-M.A.-slash-Pursuant mountain for a free 60 day trial. And by turned to communications um, PR and content for nonprofits. Your story is their mission. Turn hyphen two dot ceo. Thank you very much. Welcome back, Lisa.

[00:01:41.54] spk_0:
Thank you, tony. Thank you for having me.

[00:01:43.54] spk_2:
Alright. Thank you for doing another special episode with us. These are these are these are valuable for listeners. Thank you. You’re welcome. Everything okay? Looks ah. Looks bright and sunny in New York is it

[00:02:00.64] spk_0:
is right. Well, it was raining earlier, but looks like the being the son, maybe. Okay. Make its way through. Looks

[00:02:36.98] spk_2:
looks bright. We’ll call it bright and sunny. Okay. Even so, shining light on your beautiful artwork on your walls. Thank you. So you’ve been thinking a lot about what is ahead as states begin to ah, open up the reduced the restrictions on on work at home, our restrictions on work in the office requirements to work at home. It’s happening slowly. There’s, like, I don’t know, maybe half a dozen states or so, so far that if reduce the the restrictions on just on certain industries, So I don’t I don’t know if maybe, you know, Are there states yet that have office workers allowed back to go back that had restrictions before just on office work?

[00:02:49.54] spk_0:
Well, I mean, we hear about in certain states like Georgia that they’ve already started to reopen certain industries.

[00:03:04.44] spk_2:
Right? That’s just restaurants and dollars to point essential. You gotta have those but our people back in offices in Georgia.

[00:03:08.74] spk_0:
I don’t know that people are back in the offices.

[00:03:12.65] spk_2:
Yeah, so but it’s coming. It’s good

[00:03:14.38] spk_0:
calming you write.

[00:03:15.53] spk_2:
That was like

[00:04:23.24] spk_0:
the end of the tunnel on dhe estates air trying to use depending on the states in the measured approach or prioritising which businesses come back first. New York is already talking about the plan for which are the most essential businesses or industries with the least amount of risk, where they can start reopening construction and different and different things. So it’s it’s a kind of a faced approach. It sounds like it’s happening. In New York, for instance, the governor put in a 12 point plan of different things that he expects them would like to see happen. Ah, in order for the reopening to occur and specifically with respect to workplaces, at least in New York, and it may be may be different in different states. There’s an expectation in York that, uh, is part of this plan that employers are going to put into place implement the safety protocol for their

[00:04:37.24] spk_2:
I thought, This is This is one of things we need toe be planning ahead. So, you know, at this stage, we’re planning for returning. Um, you know, but there. I mean, there’s basics. Like, what’s the schedule gonna be? Who’s gonna come? Um, you know, walk us through some of that pre planning. But before we get to the

[00:07:41.34] spk_0:
sure exactly at this point, tony, employers should be pre planning for that day. Ah, and not not necessarily waiting to see what happens. They should be putting a plan in place, which involves things like who? Who is going to continue to work remotely? Who is gonna be actually in the office? How are we going to How are we gonna make that happen? And how we gonna ensure that employees are safe coming back? What could be looking at their finances? What is it that we can afford to do in terms of who we bring back our their employees? That we will not be able to continue employing that we may need to furlough. Who do we need on the ground? Are we going to need to cross train certain employees? So if there’s certain things that need to get done and the employees we need to do them. Can’t do everything. Mm. From home. Do we have other employees that are able to come in who can actually perform some of those functions? What do we need to do physically in our workplace to ensure that the workplace is is safe, for instance, Um, are we gonna have what we have? Sufficient? Will we have masks? Will we have gloves? Do we need to dio, Do we need to sanitize the workplace? In other words, that we’ve wiped down everything all the surfaces, computer keyboards and door knobs. What have we done to ensure to communicate to our employees that the works, the works space that you’re coming back to is actually is actually safe. So having a plan to communicate to employees about what’s been done in terms of safety precautions, considering what type of personal protective equipment or face coverings and things like that, the employer is gonna have figuring out whether they need to do some type of reconfiguration of the actual work space. So, for instance, it in workplaces where they might have more of an open plan where everybody’s together. Ah, what do we need to dio Teoh either reconfigure this space to make it safe so that we can still allow for social distancing. Do we need to put up plastic or plexi glass? But between the areas where employees are working, do we need to set up one way a one way hallway that, you know, this whole way? Everybody goes in this direction and the other hallway, Everybody comes in the opposite direction. In other words, that employers should be coming up with their post pandemic plan for how they’re going to logistically bring employees be back and who’s gonna come back. And also how how are we gonna bring employees back safely?

[00:08:12.17] spk_2:
Okay, that’s a ton of stuff to be thinking about. But you know, all good. So listeners will go back and start taking notes on, like, the 20 things that you just ticked off as a ZX items to be used to be thinking about, um, everybody talks about the PP do. Do employers have AH responsibility requirement or t provide? I don’t gloves and masks. Or is that is that governed by state law? Or just buy your own moral obligation that you feel what what what what guides them in making a decision like that?

[00:10:12.94] spk_0:
Mm. I mean, I think it’s I think it’s adhering to whatever the precautions are of the CDC and Osho, the Centers for Disease Control and on OSHA, Occupational Safety Ah, and Health Administration. In looking to those to that guidance and also any state and local guidance as to whether their directives right now, perhaps with the exception of the essential workers, it’s really being left to the employers to for the most part, unless there’s a state or local directive to do it, it’s being left to employers to make those decisions. But certainly if the CDC is advising that individuals wear face coverings in instances where they can’t social distance, it would be it would behoove an employer to say, You know, we follow the directives of the seedy city. Ah, in protecting our employees is an under under OSHA. Under the Occupational Safety and Health Act, employers have to maintain a workplace that’s free of any hazards. Essentially, they have a duty to to do that, too. Keep the employees safe, you know, pre from hazard. So in the workplace. So so that would extend Teoh. I mean, recommendation would be that employers do provide face coverings to their employees. And and also they may even consider having face coverings available to anyone who’s visiting the workplace. If they have something cups, someone coming on site, who’s gonna be cleaning the work area clients? Anyone who’s going to be coming into the workplace because those individuals could be, if they’re asymptomatic could be infecting one of the employees. So

[00:10:18.74] spk_2:
that would

[00:10:19.09] spk_0:
be, well, advice to do that.

[00:10:49.09] spk_2:
That brings up another issue about people coming to your office, those you’re serving or maybe just like you said. Maybe they’re just the office cleaners or just people routinely come in. You know the mail gets delivered. Ups comes, you know, et cetera. How do you treat people? Coming to your office is not just what do you expect of them? It’s not just what do you expect of employees and what you gonna do for employees but visitors to the office or your other facilities as well? You know, non profits may very well not even now have a second facility. It’s not in office, but it’s where it’s where they serve meals or serve clients in some other way. Those people have to be accommodated.

[00:11:45.08] spk_0:
Yes. So I mean, all those things there such excellent points and which really go to the point of pre planning now Because Because employers can’t they can’t just show up on the first day of work and say, Okay, now we’re you know, now we’re back to work. Ah, we’re going to do the best we can. They really have to plan out in advance. You know what is social distancing gonna look like And our work space. And it’s gonna be different for every non profit. Like in some instances, it could be, you know, setting something up like we see when we go into when we go into a pharmacy or when we go into a supermarket where they’ve actually designated, you know, spots for people who are waiting on line to understand their six feet between you

[00:11:51.05] spk_2:
because it was sitting on the floor.

[00:12:36.34] spk_0:
Exactly. So depending on the non profit, so I’m not gonna be appropriate in every setting, but depending on the non profit and what, who their servicing and what the layout of their workspaces, it’s gonna dictate what it is they need to dio from a social distancing perspective to keep six feet between people, but they have to. Employers should be thinking now, what is it based on who were serving on what we’re doing? And what are configuration is what kinds of changes do we need to make right now to ensure that our employees feel safe, that that the people that we serve that are coming to our work site also feel safe. Uh, you know that that they’re not going to get infected. So eso the pre planning is is, I think, crucial right now.

[00:12:44.75] spk_2:
Otherwise, you just compounding the crisis. If you’re leaving this until the last minute are you know, the week before or something. You know, it’s not gonna be enough time to look at all the guidance because so you said, CDC, OSHA, and you also have to look to the your state whatever state guidance there may be. And even potentially, your city could have guidelines around requirements for businesses.

[00:14:00.84] spk_0:
Absolutely, absolutely on social distancing. But here’s some other things that I wanted to mention that employers could think about. Two. Is there as they’re planning? Um, I mean, the goal is to to continue the social distancing for now until we know that the threat is over, and so they could consider things like staggering of start times that employees start work staggering in the end times, particularly where people are in larger urban areas. And they may be Trent, you know, traveling by bus or subway where they’re gonna be congregated with a lot of people. And so to reduce that from happening. If employers consider maybe staggering the time that an employee comes to work to avoid Rush Hour or to stagger the time that the employee is going home from work to avoid rush hour, that could be a possibility or changing the day. So we’re

[00:14:16.45] spk_2:
thinking maybe I could get a work day that’s like 10 to 2. Can I squeeze Shoot 10 and leave around two, or maybe to 30 with, and I’ll reduce my lunch to an hour and 15 minutes from an hour and 1/2 That that that is not considered a reasonable accommodation?

[00:14:27.64] spk_0:
Well, a reasonable combination isn’t another context.

[00:14:43.54] spk_2:
I know. Yeah, no, I’m being unreasonable a za potential. But I could never be an employee because that, you know, there are a lot of reasons I couldn’t work for um, so, yeah, I mean, even staggering weeks, maybe. Maybe right 11 team works off site for a week and then comes into the office and the other team, and they rotate it, rotate around that way

[00:15:18.91] spk_0:
absolutely. Or having someone working on a weekend day as opposed to a weekday as a substitute, as a way to to stagger, first of all, so that you are helping the employees reduce the risk if they’re gonna be traveling by mass transit or in a large group. Secondly, er, to reduce the number of people just in the office together at one time. So

[00:15:34.93] spk_2:
there’s a potential, you know, in being flexible like this, there’s a potential to actually, you know, toe help families who, you know, maybe it’s ah, it’s a couple. And it helps them that one of them works on a Saturday or that one of them has, you know, unusual hours tend to six or something. Maybe that helps the family. And so you can build f have that flexibility and also be good to your employees at the same time.

[00:16:17.54] spk_0:
Yeah, absolutely. I mean, I would say one of the kind of key takeaways from all of this is employers should be flexible in the solutions that they are coming up within this time. That’s so unprecedented, but should should just be flexible on the possibilities of what exactly they can provide and what they can offer in terms of bringing the workers back to work and doing it in a way, that’s that’s Ah, that’s safe. Um, so yeah, well,

[00:16:20.11] spk_2:
I was gonna turn Teoh reasonable accommodations, which I perverted a couple of minutes ago. But, um what what do we need to be thinking about that? What does that phrase mean? And how does it apply here?

[00:22:28.34] spk_0:
So reasonable accommodations. So under the law, employers have a reasonable have a duty to reasonably accommodate employees for because they have a disability for religious practices. Ah, in New York for pregnancy, childbirth and related medical conditions. And so the types of things that one needs to reasonably accommodate an employee for may depend import on your jurisdiction and what that jurisdiction recognizes as being entitled to a reasonable accommodation. But for employers who have 15 or more employees, they are covered under a federal law called the Americans with Disabilities Act. And they have a legal obligation to reasonably accommodate employees who have a disability so that that an employee can perform the essential functions of their job. Unless doing that, we would pose an undue hardship on the organization. So how that looks here in in this cove, it situation is if you have somebody who has a disability, they may set a. My doctor says that I need to continue working from home. Ah, nde working from home, maybe a reasonable accommodation. And for that person, it’s also going to be more difficult for employers to say that doing so would pose an undue hardship in view of the fact that so many people have been working from home because of the situation. So somebody has disability, uh, in New York, for instance, if there pregnant or because of childbirth related medical conditions, they may need to. It may be that they that they need to work from continuing work from home is a reasonable accommodation that could be an example working from home or leave of absence or things like that. So where it gets where it now gets trickier, here is the situation where somebody has an underlying condition. Well, let me first say that the E O. C. The Equal Employment Opportunity Commission, which is the federal agency that enforces the A d. A. Has has not said that Cove in 19 is a disability, said it may be good state and city and a human rights laws like New York City. Human rights laws have said that, yes, this this, uh, is a disability and those laws, this is one of most important things is that even if there’s not a requirement into the federal law, state and city laws maybe much more liberal and protective of employees, then what What the a d a provides. So even if a certain reasonable accommodation may not be required under federal law, it may be required under state and sitting law. And so that brings me to the next point about the sister of reasonable accommodations. And that is one of the wrinkles here. Interesting aspects is that we know that people with certain underlying conditions are more susceptible to contracting the virus, right? So individuals who have diabetes, uh, who have, uh, who have respiratory ailments who have auto immune honestly, maybe may be more vulnerable, uh, or susceptible and so So the question comes up. What about somebody who has an underlying health condition? Um, you know, can they, uh, can they refused to come to work, right? I mean, that’s one of the questions, and it’s an open question. I think employers, they’re gonna have to they’re gonna have to consult with legal counsel about what the state and local laws are with respect to that. Um, but the person has an underlying condition like, for instance, in New York City, New York City just issued guidance. Ah, New York City’s Commission on Human Rights just and that’s the agency that enforces the New York City Human rights Law. They just issued guidance around this issue of underlying conditions that employers may need to reasonably accommodate ah, individuals who have an underlying condition in New York City. And it could be in other jurisdictions to having an association with somebody who has a disability is illegal protection. So let’s say an employee has a family member who has a disability that employer can’t discriminate against, or treat that employees less favourably simply because that person has an association with a person with a disability. So depending on the state and city jurisdictions. There could be greater protections for individuals, depending on whether someone there associated with has a disability, whether the employees themselves has an underlying condition. When that employee says to the employer, I want to continue working from home or I need to take time off or something or something to that effect. So it’s kind of it. It’s another aspect of this that employers need to be thinking about. Not just what is the federal Lost A but one of the state and local law say about how I need to accommodate this person and whether they can refused to come to work because of ah, of the of the fear of, uh, of contracting the virus and they might be entitled to. I’m sorry, Go ahead.

[00:22:48.84] spk_2:
What about if it’s just a fear? But there isn’t un underlying, um, underlying diagnosis that makes them more vulnerable either themselves or someone there associated with suppose. It’s just a generalized fear of traveling and returning to work without any underlying medical issue.

[00:25:14.47] spk_0:
Generally, they wouldn’t be able to refuse unless there is Yeah, generally, I mean, once the stay at home order has lifted. Ah, and e No employers are clear to reopen their workspaces. Someone’s general fear isn’t gonna be illegal. Generally gonna be illegal. Ah, excuse provided legal excuse from them not to return to work. I mean, if they if they’re entitled to paid sick leave or paid extended family leave for one of the reasons under the families first grown of his response act, That’s one thing. Generalized Fear, uh, is not going to give them a legal claim for refusing to come back to work. That said, uh, to the extent that employers can reassure their employees as to number one, the efforts of the employers taken in the workplace, them safe. I’ve heard situations of employers who they hire a private van or bust or something where they’re going to bring employees into work to avoid having to deal with mass transit. So employers can be creative and ways in which they can support their employees on reassure the employees about the safety of both being at the workplace and coming to the workplace and being flexible and accommodating, even when there may not be a legal obligation to do so. But for reasons of employee morale and motivating employees finding creative and flexible ways to support employees coming back to the workplace. You know, alternative ways for them to get to work. Ah, and reassuring them that we’re providing face coverings and and gloves so that you feel safe when you’re here. We have protocols for people who are visiting the workplace so that we know you know, that they’re taking precautions when they’re gonna be interacting with you as an employee. Those things go a long way for employees to feel reassured that they that they’re gonna be that their safety concerns are being addressed.

[00:26:18.91] spk_2:
A lot of a lot of what you’re suggesting today is consistent with what you said in the very first. You and I did the very first special episode together, which was probably five weeks or so ago when when we were on the other. We’re talking about other things, just planning for working at home, and a lot of your advice there was be flexible. Um, be thinking ahead. What’s it gonna look like when you, when your workforce is distributed back to home, are after their homes communicate? That was a central message then, and it still is, and this is exactly what you’re saying. Now, you know, communicate with your employees about what you’ve done about what you’re going to do, um, to help them just be reassured. So I mean, the details are different because we’re going from home to back to the office is But your overall messages about be flexible, communicate, um, have some empathy. You know, those air plan ahead. Those are the same things you were saying five weeks ago about the opposite situation.

[00:28:13.44] spk_0:
We are on the other side. It’s true. But those those values and those tools I think are the same because those are the things that give employees reassurance that everything gonna be okay on dhe on dhe. People may have fear about coming back to the office coming into the office again. So to the extent those things can be done, you know they should be done on employers, you know, because we’re in the pandemic. They have also some more flexibility in terms of certain things that otherwise might not be able to do under the Americans with Disabilities Act like taking employees temperatures, although not everybody who has Cove in 19 has a fever, but employers can do that? They can scream. Okay. They can. They can. They can ask employees whether they have the, you know, particular symptoms that have been identified specifically with covert 19. Uh, they can insist that employees self report to them. If those employees start exhibiting any of those symptoms to let them know, uh, employers could do that. Now, of course, they have to keep any any medical information, which includes the results of temperatures and things like that. If they were to do that, they have a legal obligation to keep that information confidential. So whether they decide they’re gonna take the temperatures and record those temperatures or they decide, we’re only gonna look to see if somebody is above a certain threshold. And we’re only going to indicate on a form that they were either below or above the threshold. They can make those determinations themselves about how they they want to administer it. But whatever the results are, they must keep that information confidential. Um,

[00:28:29.31] spk_2:
yeah, I want todo Did you have more than you wanted to say on that? Uh, I thought that what employers? How much further? Employers can go now with questions. And then you know, you still got to or cause I was gonna ask, I was gonna start asking something else, but

[00:28:34.19] spk_0:
I’m sure I know. Go ahead. OK,

[00:28:35.88] spk_2:
OK. The, um

[00:28:37.74] spk_0:
what do you do

[00:28:51.64] spk_2:
in the case where someone is, um, is happier on unemployment because, you know, there’s, ah, there’s that federal bump of $600 a week. Um, plus, whatever the state is paying unemployment benefits, Um, what if you have You just have a recalcitrant employees who is happier receiving the unemployment than then they would be going back to

[00:29:35.05] spk_0:
work. So that’s an excellent question and something that we actually see. And I think first of all, the bump ends on July 31st. That’s the first thing the $600 additional, Uh, so that’s the first thing that the second thing is typically to be eligible for unemployment insurance. The person has to be ready, willing and able toe work. And if they’re being offered a job back, they may be in a situation where they end up being disqualified from unemployment insurance.

[00:29:40.28] spk_2:
You have to certify right that you, I guess, includes that you turned down employment. If you did right, I don’t have to certify. I mean, I know in North Carolina, you have to certify each week it’s probably routine, uh, about white Look for a job, you know, things like that. So it just if you turned down your existing employers offer of returning to work, Um, that’s that would disqualify you for unemployment.

[00:30:15.76] spk_0:
They may. They may be depending on the state deemed ineligible to continue receiving unemployment. If they were then offered hope so. Yes. Oh,

[00:30:19.64] spk_2:
I’m happy here.

[00:30:21.24] spk_0:
It is this way until

[00:30:35.64] spk_2:
July 31st. I’m very content right here. Right. OK, so there’s a mechanism for dealing with that on the on the unemployment insurance state level. Yeah, hopefully. OK, alright. We could dismiss that hypothetic. But you said you ve seen that, or you’ve heard it already.

[00:30:41.64] spk_0:
They were because they’re making more money at this point. So it

[00:30:45.27] spk_2:
was a purely hypothetical. You’ve heard

[00:30:47.20] spk_0:
I exactly. Yeah.

[00:31:24.46] spk_2:
Okay. Okay. Well, not all employees air lazy and not all employers or scruple. Unscrupulous. So, you know, make that z ensure we, uh, fair to both sides. Um, And on this, by the same token, there’s enough blame to go around for everybody. Um So what do we have? Toe? You know, you’ve talked about so many different things. Do we have to have written policies about You know what the expectations are gonna be when you return? We’re gonna be standing for fever. Will be issuing PPS. Um, here’s our policy for visitors to the office. Now you need to comply with this. If you see a visitor, you welcome a visitor. Do there’s always need to be in writing.

[00:34:17.69] spk_0:
Um, not everything needs to be in writing, but certain things should be in writing so that everybody is on the same page. I think I think employers can communicate just again. It depends on the size of the employer as well. In terms of whether something will be in writing or not. I think that you know more long term, longer term policies, uh, and protocols. I mean, you could have you number one. If you do have people continuing to work remotely, definitely want to have a policy on that. You want to have an agreement with that employee so everybody understands what is being expected. What? The terms are what you’re expecting with respect to employees to record their time for those that air covered by the overtime pay laws. You want to make sure that everybody understands about the importance of confidentiality and protecting the data security and and all that for employees in accounting to work remotely for paid sick leave on pay, extended paid family leave under the families First Law. You certainly want to have policies addressing those and the interplay with your other paid time off policies for absolutely for protocols on visitors to the workplace and things like that. Uh, depending on the size of the organization, you you will. You would want to have a policy addressing that particularly things are now changed in terms of how you’re gonna be interacting with visitors to the workplace, does it all the things that you would want to to have, uh, you would want to have policies on for sure. Andi would also want to train your managers and your employees about what these new policies are. So have a chance to address questions, but particularly the managers who were gonna be enforcing these policies. I mean, it’s ultimately in many cases, gonna be a to the managers who will be enforcing the social distancing who will be addressing, you know, safety concerns. Who will be, um, who will also be may be involved in decisions about who’s coming back into the workplace and who’s not. And you want to be careful about that as well that there isn’t, uh, discrimination happening either. You know, people are paying, being desperately treated or you have some type of neutral policy that’s disproportionately impacting older people. Pregnant women, etcetera. And also there’s been a noted increase in in bias against Asians, Um, during this pandemic, um, both in the workplace and outside the workplace.

[00:34:23.65] spk_2:
We talked about that five weeks ago.

[00:34:25.16] spk_0:
We did so

[00:34:26.40] spk_2:
the possibility of that. Yeah,

[00:34:55.34] spk_0:
exactly. So it’s It’s really important that employers are reminding all their employees about their policies, prohibiting discrimination and doing any supplemental training that they feel is necessary to ensure that there aren’t derogatory comments. Remarks directed at Asians Has everyone returns to the workplace. So increased training. I would say a lot of

[00:35:02.56] spk_2:
love can be done in advance. You can be absolutely obviously developing the policies, but also training about the policy discussing them before the first day back.

[00:35:08.51] spk_0:
Absolutely. Yeah. Uh, could be doing that now.

[00:35:13.69] spk_2:
So planning, developing and communicating than training that stuff could all be done in advance. Virtually

[00:36:00.88] spk_0:
yes, yeah, all that could be done. So and also just you know what the employers planning to do exactly. From a safety perspective, you know that they’re adhering to the CDC protocols and directives and what OSHA is recommending and just reassuring their employees about what they’re doing to keep them safe on dhe and also what the mechanism is for employees to bring forth any issues. Like if an employee in a particular work site feels that their manager hasn’t been, Ah hasn’t been acting consistently with what the organization says it’s being done or that there isn’t social distancing happening or the people they feel. The people aren’t taking precautions to keep them safe. Employers want to make sure that they hear from those employees so that it can be addressed, so they want to make sure they communicate whatever the mechanism is for employees to to bring those issues forward.

[00:36:38.37] spk_2:
Okay, Lisa, I think that’s pretty comprehensive. That’s enormously comprehensive. Um, I mean, I was like my takeaways are planned. Be flexible, communicate train, You know, on all these dozens of different things that we talked about. What? That’s that’s what I That’s what I’m thinking. Like in the end. What do you want to leave people

[00:37:51.63] spk_0:
with? I think those air I think those air perfect takeaways. Actually, all of those things be flexible in solution plan. Now for what reopening is gonna look like whose whose ableto continue to work from home. Who on Who needs to come back to the office? Are we being Are we making these decisions for lit? Legitimate, non just discriminatory business reasons. Is it gonna have a disparate impact on a particular group? Older people pregnant, you know, take a look at your decisions and what the impact potentially could be, uh, or will bay in making your decisions plan and, uh, and and the and be flexible in your in your solutions on a train train your employees train your managers to make sure that they’re following the protocols that you’ve put in place and that they have awaited to raise any grievances or complaints or concerns eso that those get can get addressed.

[00:37:57.33] spk_2:
Okay, Incredibly comprehensive. Thank you very much. Lisa,

[00:38:01.00] spk_0:
you’re very welcome. My pleasure, tony.

[00:38:31.86] spk_2:
Thanks for doing it responsive by wegner-C.P.As guiding you beyond the numbers. Wegner-C.P.As dot com by Cougar Mountain Software Denali Fund Is there complete accounting solution made for non profits tony-dot-M.A.-slash-Pursuant in for a free 60 day trial and by turned to communications, P. R and Media for non profits, Your story is their mission turned hyphen. Two dot CEO. Creative producer

[00:38:47.11] spk_1:
is My Half Shows Social Media is by Susan Chavez Mark Silverman is our Web guy. His music is by Scott Stein of Brooklyn, New York Many thanks to Susan and Mark for helping get this special episode out very quickly with me next time for non radio, big,

[00:38:49.86] spk_2:
non profit ideas for the other 90

[00:38:53.74] spk_1:
5% go out and be great.

Special Episode: Planned Giving

I love our sponsors!

WegnerCPAs. Guiding you. Beyond the numbers.

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

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

Get Nonprofit Radio insider alerts!

Listen Live or Archive:

My Guest:

Tony Martignetti: Planned Giving
What can you do for your Planned Giving donors in the midst of the Coronavirus pandemic? Something very meaningful and appreciated. Tony is alone for this short episode.

Top Trends. Sound Advice. Lively Conversation.

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

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

Get Nonprofit Radio insider alerts!

Sponsored by:

Cougar Mountain Software logo
View Full Transcript
Transcript for 487a_tony_martignetti_nonprofit_radio_20200504.mp3

Processed on: 2020-05-04T13:50:42.298Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2020…05…487a_tony_martignetti_nonprofit_radio_20200504.mp3.192352392.json
Path to text: transcripts/2020/05/487a_tony_martignetti_nonprofit_radio_20200504.txt

[00:01:18.08] spk_2:
Hey, it’s tony. I hope you’re doing well in the Mid Stones, our Corona virus pandemic. I hope you’re you’re well, I hope you’re safe, I hope. Same thing for your family doing well on DSS. Staying safe. Please keep taking care of each other. That’s that’s the key. If you don’t have family, take care of friends. Know as best we can reach out like this. Seems like very, very good timeto be in touch with folks I’m using. It is a good time to reach out, and I hope you do the same. Whether it’s phone call Zoom uh, you know, even the messenger being touched. It’s It’s a great, great time to be in touch. And and that’s actually what I want to talk about. Planned giving. Being in touch with your donors, you know? What do you do now with those donors who have ah who have committed that you’re in their state plan? No, They’re your plan giving donors. They’re probably older in the vast majority of cases they are. So maybe you’re a little reluctant to reach out. Um, because they’re more susceptible to the virus, so they’re more shut in. Um, they’ve got Children and grandchildren. They even if they live across the street from each other, which this is the case in one woman I spoke to, they can’t see each other. It doesn’t matter how far or how close they can’t be, can’t be together. And ah, that hurts. That hurts as parents and grandparents. So how do you reach

[00:01:42.44] spk_0:
out? You reach out with your heart.

[00:02:06.15] spk_2:
You know, just ah, express your concern. Express that we’ll get through this, ask how they’re doing. Lots of open questions, you know. How are you? How are you? How are you getting meals? How do you keep in touch with your family? How is your family? Um how are you? How are you keeping safe? Do you have you have any helpers who come in? What are you

[00:02:16.07] spk_0:
doing for meals? Is there a service that’s delivering for you or you find yourself cooking more like a lot of us. What are you doing to keep busy watching more TV, listening to more music movies? You know, lots of open questions, you know?

[00:02:28.05] spk_2:
How are you? Just how are you doing? How are you coping? It’s time to keep in touch

[00:02:37.64] spk_0:
and e that I don’t know. I was going to say all the more for your plan giving donors because there they’re they’re older, But you need to be in touch with all your

[00:02:46.64] spk_2:
donors. So I’m not saying planned giving is any higher priority. But don’t ignore those folks. Certainly don’t be ignoring your plan. Giving donors don’t

[00:03:00.02] spk_0:
use this as a time of silence. And then what? In three or 45 months, whenever you know we’re past the worst part of this, then you’ll reach out. How did you do that comes across as insincere is it is. You know, you want to know now how people are doing so we’ll be in touch with your plan giving donors. So how to be in touch? I’ve been using the default

[00:03:12.75] spk_4:
as fun.

[00:03:23.42] spk_0:
If we have a phone number for someone, I’ve been picking up the phone and calling them, including folks that I don’t know very well and maybe never did talk to now. They did always hear from me. I’m thinking of ah, one client where I have donor

[00:03:29.37] spk_2:
relationships for them. I can’t

[00:03:53.37] spk_0:
use the client’s name without their permission, and I’m not sure that would be so he said to get now. So But I have a client where I have a lot of donor relationship, donor and prospect relationships for most clients. A more strategic. We’re helping them with their marketing, their planning, um, long term thinking, strategy, maybe events, things like that. But for this client, I do have donor relationships. And as I said, the default is if we have a phone number for them in

[00:04:02.09] spk_2:
our in our

[00:04:27.52] spk_0:
C. R. M database, I’m picking up the phone and I’m I’m having conversations. And some of those conversations go on for 1/2 hour, even 40 maybe 45 minutes. Thes folks have a lot to tell. You know, they lived through World War Two. The people I’m talking about, so they’ve got a great perspective, which, which actually gives them gives them hope, You know, they’re They’re not despondent. Most of the people I’m

[00:04:28.30] spk_2:
talking to you

[00:06:41.64] spk_0:
very very few are. They’re hopeful, you know, they’ve been through something. Uh, I can’t compare. What’s worse, so are the same. But World War, two minutes to World War two, and that was years. So that gives these folks a lot of hope. Um but they’ve got a lot to say, you know? So don’t be surprised if the conversations go 1/2 hour. And my advice is don’t be looking to cut it off after five or 10 minutes. I have just checking in guide. You Well, you know, take care of yourself. You know, so long that also comes across as insincere as it is. Be in touch with these folks from the heart. You know, You really want to know how they’re doing. I hope you do. I hope you really you know, I mean, this is a people business. Fundraising. Um, I presume you’re in it because you like people. You like relationships. This is a great time to either keep them going or get a little closer with one. Then, uh, then you have been. So the default is the phone. I pick it up, if I can. If we got a phone number. If not email, I haven’t been getting a lot of email responses. Ah, a couple. Not many. But again, the act of reaching out that’s sincerity comes across your genuineness comes across, do it from the heart. These aren’t for me. Emails. You can reach out by email on be very sincere. And then if we have neither of those, you know, we always have an address, handwritten notes, Um, and even in some cases, now I’m thinking about it. I’ve done some hand written notes to some folks who are no better instead of email. So, you know, you use your judgment up to the runner exercising. Very good. Outstanding. Outstanding. Keep loves a thumbs up. If you didn’t see, keep exercising. Um, I’m at the beach. It’s a beautiful place to run. Obviously. Look at this sentence setting. Um, but yes. So in some cases, I’ve actually done a handwritten note instead of, ah, an email. Even though way had we have an email address, I just You know, it felt right for that. That handful of folks, So you know, you do it. Do what you can do what feels right for you. But handwritten notes, you know, they could be short. You don’t have to, Philip. You know, you know, this is not a word letter, even in 8.5 by 11 piece of paper that your handwriting on

[00:06:48.64] spk_7:
and I happen like

[00:09:39.90] spk_0:
hand written notes over Ah, over something, you know, from word, um, again genuine, sincere. Ask how they’re doing. Uh, make sure they have your number. So, you know, maybe drop your car name if you’re not sure that they already have your contact info. Um, give folks a way to get back to you. Yeah, um, so reach out. Reach out to your plan. Giving donors. It’s important. And, ah, if it’s a phone call again, don’t look to cut it off. This calls have been genuine. I’ve shared my matter, not a sauce recipe, and I got a tip. Um, well, I shared a tip with our mint. My grandmother’s secret recipe was fresh mint. She grew mint in her backyard. So that was what I shared. Um, and well, the woman was just sharing with me. The idea of making a big pot of sauce and freezing a bunch of the future. I guess that’s obvious about I’ve never done that. I just always used it up. Uh, we’re giving it away, but yeah, you know, freeze. So, uh, so I gave a tip. I got a tip about modern outta. Um she has a beautiful Italian name. I wish I could share her name with you? Uh, beautiful Italian name. Um, so, yeah, reach out. Be close. You know, um, it’s a very, very good time to be in touch with your plan giving donors, and they will appreciate it. Everyone has, uh, has thanked me very graciously for reaching out. So, um, and in a couple of cases, they specifically mentioned that I was the only person from a non profit to do that, and they give to a lot of organizations. So maybe you can set yourself apart by doing it, but that’s that’s not the reason to do it. But if you can, you know, set your organization apart and all the better, right? But the main reason is humanity be in touch, be in touch with fellow humans. Um, donors, donors. I start with donors, and then, uh, then folks who are not donors, but prospects. I’m still working on the donor list plan giving donor list for this client, but yeah, you know, let’s not use our lose our humanity, be in touch. It’s a great time. It’s a great time to be in touch with with lots of people, including your plan giving donors if you have any advice? You have any good stories? Please share. Uh, tony at tony-martignetti dot com. Um, Twitter is a good way to reach me at tony-martignetti. Going to share some stories about being in touch. I’d love to hear them. Love too. Beings out. You take care of yourself to care of your family. You loved ones. Take care of your friends so long.

Special Episode: Coronavirus & Team Care

I love our sponsors!

WegnerCPAs. Guiding you. Beyond the numbers.

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

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

Get Nonprofit Radio insider alerts!

Listen Live or Archive:

My Guests:

Susan Comfort & Mo Abdullah: Coronavirus & Team Care
Susan Comfort & Mo Abdullah can help your team prevent burnout, increase effectiveness and resilience and stay healthy, productive and joyful. Even today. Susan is founder of Nonprofit Wellness and Mo is founder of Culture Energized. (Part of our virtual #20NTC coverage)

 

 

Top Trends. Sound Advice. Lively Conversation.

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

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

Get Nonprofit Radio insider alerts!

Sponsored by:

Cougar Mountain Software logo
View Full Transcript
Transcript for 484b_tony_martignetti_nonprofit_radio_20200413.mp3

Processed on: 2020-04-10T04:05:32.873Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2020…04…484b_tony_martignetti_nonprofit_radio_20200413.mp3.671144610.json
Path to text: transcripts/2020/04/484b_tony_martignetti_nonprofit_radio_20200413.txt

[00:00:55.57] spk_0:
welcome to tony-martignetti non profit radio coverage of 20 NTC. The 2020 non profit Technology Conference. As you know, the conference had to be canceled, but we are persevering virtually throughout through Zoom were sponsored at 20 and T C by Cougar Mountain Software Benali Fund. Is there complete accounting solution made for nonprofits? Tony-dot-M.A.-slash-Pursuant Manton for a free trial with me now our Susan Comfort and Mo Abdullah. Susan is founder at non profit Wellness and Mo is founder of culture. Energized Susan. No. Welcome.

[00:00:57.27] spk_3:
Thank you

[00:00:57.70] spk_4:
for having us.

[00:01:43.84] spk_0:
Thank you. Thanks for working this out virtually. Um and I know that you’re each well and safe Susan in D. C. And Mo in Denver. I’m glad to know that everybody’s well and families were good. Um, your mom, your NTC topic was team care, not self care, building resilience, resiliency in an era of burnout. But we’re gonna convert this into, ah, special episode of non profit radio and thank you for your willingness to do that. So I’m gonna get it out quicker to our audience. And, uh, we’re gonna talk about team care in the era of Corona virus pandemic. Um, mothers there. Why don’t you get us started? I mean, we can, in fact keep the team together, keep the team energized and efficient and functioning well, even though our work lives, Air totally upended.

[00:02:35.67] spk_4:
Yeah, it can be done, but it takes intentionality, right? So and also understanding that it’s going to look different. So it can’t be business as usual when we moved to remote working. Let’s understand that there’s kids at home, right that need homeschooling that, um, talk about acceptability. And does everyone have Internet but then would have access to a computer to do meetings? So if you just say all right and what was really working from home and don’t put intentional, inclusive practice, this is in place. That’s what makes it a little bit more challenging, but it can be done. There

[00:02:40.41] spk_3:
are a

[00:02:40.50] spk_4:
lot of businesses that are doing it carefully and have been doing it successfully for a really long time.

[00:03:05.24] spk_0:
Susan is revealing that they’re not only Children at home, but they’re also pets. I’ve been doing off almost 30 of these interviews. I’ve had, uh, had a child walked by, thankfully clothed, but I’m ready for the naked. I’m ready for the naked two year old coming across the screen in minutes. You know,

[00:03:05.58] spk_3:
we’re ready to

[00:03:06.66] spk_0:
do enough of these, and it’s bound to happen

[00:03:38.24] spk_3:
from podcast of video right away. I agree with with Milo that it takes intentionality to build team when team can’t be together. And frankly, nonprofits have dealt with this for a long time with distributed workforces. When nonprofits have folks strewn across the country of the world when nonprofits can’t afford, um, expensive office space anymore, they go, Virtual said. Non profits have actually been pioneering this kind of team building in a way, because we’re always low budget, we’re always scrapping. Girl is traveling for far flung, um, creations have had to figure it out, of course, to and governments. But the nonprofit sector is sort of uniquely suited to figure this out.

[00:04:19.24] spk_0:
We’re recording on Wednesday, April 1st, so I’m gonna assume that organizations have already figured out the Internet access problem. You know, if there were people who didn’t have Internet access, I’m gonna assume by now that they do. But there could still be a mo was saying there. Ah, that could still be technology issues even going even now, three weeks into, um, being at home. Do you think or are we? Are We passed the technology issues, too?

[00:06:32.24] spk_3:
There are always gonna be technology issues, right? And I think, what Low and I moan I met when we worked for Play Works, which is a recess organization working most of the kids in schools. But what we learned is that the social emotional capability or the emotional intelligence that people have is really nurtured interactively through personal person contact. That does not have to mean touching contact that could mean words that are expressed, you know, spoken or written, or even a high five, you know, or an elbow bump or a cheer were, You know these things don’t have to happen in person. So when you think about team care and the importance of sure everybody has to take care of their cells, But in the nonprofit sector, we’re really bad at taking care of ourselves. We’re really good at taking care of other people or the world over not so good at taking care of ourselves. So telling a non profit worker that they need to up their self care is not gonna be ineffective strategy figuring out how we can systemically create tools and systems that effect team care where we can all take care of each other. That’s what’s gonna be the game changer for non profits, because it will encourage our own self care, hold accountability to others and build the team in the process. Because you know what happens when we talk about wellness, we make ourselves vulnerable. I’m telling you what’s going on with my body or my mental health, and that makes me vulnerable in some way. I can keep myself safe, but it’s still telling you what’s going on with my body was just personal. So if I’m making myself vulnerable, what bring a Brown says is that then inspires empathy. Because you have a body, you understand, you know what I could be going through and then that builds. Trust on what most workplaces are challenged by is a lack of trust, and so if you can figure out howto build trust, then you’ll have better automatically team care because you’ll give each other the benefit of the doubt. You’ll trust each other to have each other’s back. You’ll know that most doing the best she can, etcetera, but you’re it’s not gonna have that trust if everyone is off fighting their own battles in their own little zoom worlds or computer boxes.

[00:07:08.75] spk_0:
All right, so, Moe, why don’t we, uh why don’t you get us started with some intentionality around team care? You both have talked about the intentionality. Let’s get into some details that people can raise as discussion items in there are in in there. I was gonna stay in their offices in their in their meetings, Or they can implement themselves if they’re if they’re the CEO. You know what started with some concrete ideas, please?

[00:08:01.34] spk_4:
Yeah, well, I think one of the first things to recognize is that communication is going to look different, right? When you’re in person, personal person conversations, you can read body language. You can see it was really stressed out. But overall computer screen, that’s really, really challenging to do so. One of the first things you have to do is you have to set the New Lord. Um, and one of those norms should be around respecting boundaries, allowing, uh, you’re always to block out, um, parts of their calendar to get done. So maybe they block out stuff on the calendar saying, I’m gonna be home schooling my kids or I need to take a walk during this time and respecting those boundaries. Another thing is sending a gnome around. How many meetings did people have per day when we start moving to remorse? Working Everyone was over. Communicate. Everyone’s meeting is super duper important. But then you end up having people sitting down for 4 to 5 hours, meeting after meeting after meeting and after two. You’re really no longer productive. So really setting some boundaries around how many meetings were having and respecting people’s of boundaries as faras blocking out time.

[00:08:34.14] spk_0:
Why don’t we feel, what with this question, why do we feel like we need to have more meetings when were distributed just because we’re no longer physically close? So we were trying to compensate. So now all of a sudden, we gotta have meetings with people, you know. We used to just meet monthly or weekly. Now we gotta meet Ellie is it will be overcome

[00:08:47.18] spk_3:
and singing

[00:08:48.88] spk_4:
a lot of people. It’s a trust thing, right? Like if I don’t see you, how do I know that you’re working? Um, we need to have meetings. A lot of people think that

[00:08:57.29] spk_3:
people

[00:08:57.64] spk_4:
would communicate right is being able to see someone face to face. But the cool thing about remote working is that there’s things that exist, like flak, using chat, using email’s on and also understanding what our meetings for right. If it’s just to tell people stuff, it’s just big enough mint. You can do that. I’m a different platform. Meeting should be around creating discussion accident questions until knowing that religion a point you’re making. What, What is the purpose of meetings? Who are we having it? Um, you know, just keeping get at a decent time. So we don’t want to be having meetings for two hours. Every meeting. Some evenings are just for 30 minutes with the central people, and sometimes it’s a larger discussion that you need tohave, which make a little bit longer

[00:09:52.84] spk_0:
motion. One of those boundaries include the use of texting while we’re all remote, like texting is forbidden. Nor is only for emergencies or something of that are you?

[00:09:58.24] spk_3:
Let me be a cultural thing. That’s not something that one person can dictate what the Norma’s like. That’s gonna be a culture for every we get a lot of culture right Culture energizes most company finds about building a culture of well being. The culture is different everywhere. It’s just the way things are done here, right? So if texting is part of your normal work culture, it should be now as well. But we can’t say what the boundaries should be for any workplace, because that’s up to the workplace to set. But the the actual process of creating those boundaries is a perfect way to build trust. So what you just said, tony, is what the boss should be asking their employees. They should say, Hey, you know, while we’re on this Corona virus worked from home rotation, should we be texting? And then his employees will say, Hell, no or please yes or whatever. But the point is that we’re talking about our presence is we’re talking about our limitations, and we’re deciding as a group what that culture should be. Not the boss listening to this non profit radio podcast and saying more, Susan said we shouldn’t tax or we should definitely just depends on with it.

[00:11:06.90] spk_0:
I was trying to box you in, put you in an awkward position. I just did. And you, uh, you got out. Okay, That was my

[00:11:12.69] spk_3:
concrete things folks could do to that. Okay, even when we’re not in crisis.

[00:11:17.33] spk_0:
All right, go ahead. Well, let’s stick with the current. Uh, let’s try to keep it relevant. Oh, the crisis that we are. Okay, What else? What else have you got? Susan,

[00:11:26.54] spk_3:
The important thing is again. It’s not that we should never talk about self care. It’s that we should talk about it within the context of we’re gonna support each other. So what I like to say and behind me is even is that red and blue makes purple. Like when we talk about physical health and mental health.

[00:11:42.60] spk_0:
Now wait, Susan, everybody, everybody is not going to see the video.

[00:11:46.59] spk_3:
But this way is when you, when you talk about

[00:11:48.82] spk_0:
physician, described it

[00:13:18.12] spk_3:
mental health. Then that creates team health. Because, like I said, we make ourselves vulnerable. So if we just ask each other, not just how are you doing or what’s getting in the way, but like focused action initiative answers or questions like, How are you taking care of your mental health or what do you do that works to get you moving during the day. And if workers team members answer these questions with each other, you magical things happen right once. One, they’re focused on action on non things that work. It’s got appreciative inquiry. What’s working about right now? You can keep that going more easily than starting anew. Habit. Appreciative inquiry. Sharing about yourself like, Hey, I like to go from a TRO. Walks. Well, maybe there’s somebody else on the team that likes to go for nature walks. Well, then you could schedule your next call on a nature walk you over there and your team member over there. Maybe there’s somebody who likes to ride bikes. Well, now you know who to go to when you need a new bike shop, right? You find out all of these similarities about how people take care of themselves, and that builds that trust. And Moe was just talking about We have all these dumb meetings and we were already bad of meetings and nonprofits to begin with. Now we’re having done long meetings online. This is a terrible situation, but it’s because we’re not trusting that people are working. But if we can build the trust so that folks have authentic communication with each other. No, I’m not gonna be at that meeting is after home school my kids. But I will be online for two hours after bedtime to get your memo done right. They’re with honesty and with of compassion.

[00:13:43.88] spk_0:
Yeah, mo this this idea of vulnerability building trust it’s This has come up in a couple of NTC conversations that I’ve had people feel that being vulnerable makes is a sign of weakness. You’re you’re revealing some flaw or fall to our shortcoming that you’ve got. But it’s I think it’s 100 degrees from that. Being vulnerable is a sign of strength.

[00:14:50.90] spk_4:
Exactly, you know, in it And it it’s so powerful when leadership does it first right. You allow people to be able to make mistakes and follow your lead. And so as a leader, one of the first things if you haven’t already done it already do a team building exercise. And in that people the exercise understand how the people like to be communicated towards and as a leader also share some of the challenges that you have and also some of the things that worked really well for you and allow your team to follow the lead. So I know for me when it comes to meetings, one signals past, like, 40 minutes. I need to be able to take a break like it’s gonna be really, really tough for me and for other people, it could be, Hey, I am really shy and speaking up. Even though that might be a group norm to speak up, that might be really challenging for me to do that. Is it okay if we can utilize the chat box? Um, at some point, doing during our meeting and just creating a little bit more dialogue and getting people comfortable because once everyone knows how you communicate in the communication is going to be 10 times better and you’re not gonna get mad at people because

[00:15:06.37] spk_3:
you

[00:15:06.56] spk_4:
were so that they are, you know, not replying to emails or not speaking up for not being engaged. Instead, you can have a little bit more empathy and be able to move.

[00:15:18.42] spk_0:
Is there a team building exercise? You can suggest you can explain in just a couple of minutes.

[00:15:25.52] spk_4:
Yeah. Um, you can go on Google this thing called the leadership company

[00:15:30.79] spk_0:
Leadership Leadership Compass.

[00:15:32.84] spk_4:
Yeah, there’s a leadership compass, which

[00:15:34.95] spk_0:
is kind of

[00:16:03.57] spk_4:
like How do you take lead their people that need a lot of information? They’re more technological. They, like details, is looking better. Our creative thinkers. And so you do have a discussion with your team around where you follow on the leadership compass, Um, kind of one of the strengths and weaknesses of that. And then in the stroke of your work, what does that mean for for meetings or for one on one time, we’re getting things done. So that’s what Do you have siblings?

[00:16:05.72] spk_3:
Yeah, Thanks. On my website non profit comfort dot com, I have a whole page of icebreakers that don’t suck that I like to facilitate. Moe knows

[00:16:15.69] spk_0:
that the most you can say about them is that they don’t suck. Is that this longest endorsement? You can

[00:16:20.20] spk_3:
hear you if you really want. One of my favorite icebreaker is a check in question. It’s very simple. You don’t need any equipment. You don’t need any prep. They could be short. That could be long. They could be deep. That could be fun. Checking questions beginning of a meeting house. People build familiarity and commonalities and therefore trust

[00:16:37.08] spk_0:
like what’s an example of what’s example of a checking question

[00:17:21.41] spk_3:
Check in question Could be. What did you do to support your physical health today? Something really is. You know, people can share as much or as little as they want. It could be. What superhero would you be or what’s your superpower? What tattoo do you have or what’s a country you wanted is It could be any of those things, but I like focusing them on wellness because then again, people are making themselves vulnerable. They’re finding commonalities, and they can build more team support that way. So they’re icebreakers you can do and you can’t even focus them around wellness or someone care or diversity or inclusion or any topic you want. It’s the structure of the ice breaker that people get stuck on. And that’s where, like most said, you know, if you just try some or read Cem overviews and then make it your own or make your make the topic or the subject matter your own, you can really use the structure of the ice breaker to get people out of their comfort zone and get some new ways and relating in new ways.

[00:17:37.23] spk_0:
Okay, Okay, Susan, let’s stay with you. Other ideas that, uh, folks can implement while we’re in this roaring in the midst, This

[00:18:47.84] spk_3:
this is a more advanced one. And so I would only say this for teams that have already started down the road of diversity afternoon inclusion work like the work that motives. So we have. Ah, we developed a thing called a stressor scorecard, which is basically a list of identities and circumstances in life that brings stress. So some of them are identities, like being woman or being a person of color. Being a member of the LGBT community as a circumstance stressor might be, I’m going through a divorce or have a food intolerance or I have a terrible commute, right self circumstance that could change. But when we go through these circumstances or we have these identities that bring us stress in life, it’s important to realize it ourselves and also share that with each other in some way. So the stressor scorecard is a little bit of, um away to spark discussion. It can be a simple eyes like what is your score or what causes you stress where it could be a deeper discussion. Like Why do these things cause of stress? And how can we support each other? Because this is the stress we bring to the office. It’s not the stress that we experience it work from deadlines and too much work or even changing the world, which with no profit Cesaire already stressful jobs, world changing jobs, right? We’re talking about the stress that you bring

[00:19:09.09] spk_0:
with you. Where is there? Someplace just on. I realized this little more things further along group, but but we may as well just pursue it just to get the resource with stressor. Scorecard. Does it exist somewhere?

[00:19:16.04] spk_3:
It’s on my Web site. Non profit comfort dot com.

[00:19:23.17] spk_0:
Okay, okay, let’s bring it back to the more basic, though, Uh, you got another. Another tip for team team care.

[00:19:55.49] spk_3:
There’s so many. I think that the important thing is that you figure out a system for keeping it up like we’re in crisis right now because we’re in the midst of a cove, it state shelter, home place that is going to pass at some point and we’re gonna be back in some sort of new normal. Yes, the world will have changed fundamentally, but we’re gonna go back to some sort of new normal, And we need to figure out what systems changed more permanently. So, for example, workplaces should have some sort of committee or task force that’s focused on culture or wellness or health. And if you don’t have one yet, you should create one. It’s easy. It’s free. You can put a budget on it or just reallocate some of your budget for food or retreats or meetings to that group and the naked detect decide what the snacks are. They can decide. Um, you know what to do. It retreats or what? The wellness

[00:20:28.59] spk_0:
well, or what? To be what it is now. Yeah, well, or we could all have a common treat. Maybe, uh, you know, everybody brings their favorite cookie or something. All right, we got it

[00:20:34.85] spk_3:
yourself. You

[00:20:35.11] spk_0:
gotta gotta wrap it up. No, I’m gonna give you the closing words a little. Ah, little more encouragement, Mo.

[00:21:40.03] spk_4:
Yeah, I think, uh, end with keep the positivity going, but you have to build in a lot of different practices to keep positivity, Whether that is having shout out as part of your normal routine when you get on there having ice burgers, Um, just keep the positivity going just because it is a very, very stressful time. And so if you’re not building in those positive practices, a lot of times, you’re not gonna know when your team is feeling stressed out. It was they’re stressed out. That’s gonna lower productivity on and just make the working experience, you know, kind of dreadful. So, manager of a group of people working those practices, not every time that you need to meet face to face, but it doesn’t always have to be works. It could be a simple Hey, I saw you have 10 minutes on the calendar. Let me check in with you. How you doing today? Um, one thing that I just But I just learned that you do make sure you’re practicing wellness. So having, um, work related communications with also having personal check ins, I think it’s gonna be really impactful and keeping us all light and energized as you move through this crisis.

[00:21:59.02] spk_0:
All right. Thank you. That’s more. Abdullah, founder of culture, energized and with our Susan Comfort founder of non profit Wellness. I want to thank both of you. Thanks so much for sharing. And we’re gonna get this out shortly. Week or no more than two weeks. A special episode. So mode, Susan, thank you very, very much. Thank you. Stay safe.

Special Episode: Coronavirus & Leadership

I love our sponsors!

WegnerCPAs. Guiding you. Beyond the numbers.

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

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

Get Nonprofit Radio insider alerts!

Listen Live or Archive:

My Guests:

Lorraine Gordon & Catherine Hyde: Coronavirus & Leadership
Listen with compassion. Trust. Be vulnerable. Leaders, bring your heart and your curiosity forward and you can overcome any team challenge. Even today’s. My guests are Lorraine Gordon, principal at Lead With Heart, and Catherine Hyde, senior director of digital engagement for Enterprise Community Partners. (Part of our virtual #20NTC coverage)

 

 

 

Top Trends. Sound Advice. Lively Conversation.

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

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

Get Nonprofit Radio insider alerts!

Sponsored by:

Cougar Mountain Software logo
View Full Transcript
Transcript for 484a_tony_martignetti_nonprofit_radio_20200413.mp3

Processed on: 2020-04-10T04:06:33.847Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2020…04…484a_tony_martignetti_nonprofit_radio_20200413.mp3.640477783.json
Path to text: transcripts/2020/04/484a_tony_martignetti_nonprofit_radio_20200413.txt

[00:00:42.37] spk_2:
welcome to tony-martignetti non profit radio coverage of 20 NTC. That’s the 2020 non profit Technology Conference. Of course, the conference had to be canceled, but we are persevering. Virtually Vie Zoom sponsored a 20 NTC by Cougar Mountain Software Denali Fund. Is there complete accounting solution made for nonprofits tony-dot-M.A.-slash-Pursuant her mountain for a free 60 day trial. My guest now are Lorraine Gordon and Katherine Hide. Lorraine is principal at lead with heart, and Catherine is senior director of digital engagement at Enterprise Community Partners. The Rain and Catherine. Welcome to our coverage of 20 ntc.

[00:01:00.90] spk_3:
Thank you Were thrilled to be here.

[00:01:04.67] spk_5:
I’m

[00:01:04.91] spk_2:
very glad it worked out. And I’m glad to know that each of you is well and safe on in Maryland around the Baltimore area.

[00:01:12.84] spk_5:
Um,

[00:01:14.24] spk_6:
let’s get started with you,

[00:01:27.70] spk_2:
Lorraine. What? You’re you’re NTC topic is this situation calls for leadership. Uh, what What do I do now? Yeah. Now? Yeah. Now what do I do? Um what What is it that ah, the two of you want to bring to the leadership conversation?

[00:01:33.66] spk_6:
Well, when we plan to present at the conference it was What do you

[00:01:38.65] spk_0:
do when you’re in a situation when you haven’t upset, you have a disruption. You have something that happens whether it’s trust or a project is jeopardized or

[00:01:49.87] spk_6:
something where you need to defuse,

[00:01:51.74] spk_0:
um, the tension or the upset. Um, and

[00:02:17.04] spk_6:
this is a prime one we’ve got at the Corona virus way. Could have never planned for this, right, Catherine? No. Our recession is about how do you bring your heart and curiosity to self a team challenge? You know how you show up in that? What kind of insights you bring? Um, so we’re gonna talk about that. And cancer is

[00:02:18.34] spk_0:
gonna share a little bit about the learning objectives of what we hope to accomplish in that.

[00:02:23.74] spk_2:
Okay. You wanna You wanna state the objectives, Catherine, before we get it?

[00:02:27.28] spk_3:
Sure. I would be happy to heart

[00:02:29.62] spk_2:
and curiosity before we get there.

[00:02:52.08] spk_3:
Yes, absolutely. So we had three learning objectives here. One is to build your leadership awareness. That is just your understanding of off. What are the components of leadership and how do you bring them? Forward and ah, hint. It’s got a lot to do with heart and curiosity. So the other the 2nd 1 is to reflect on the barriers to high performance, what’s getting in the way when the when the team isn’t functioning. And one of the things we wanna underscores that leadership is something that could be done by anybody. At any level. Any member of the team can step up and take help, present a healthier way for the team dynamic to move forward. And

[00:03:15.92] spk_4:
then we’re gonna help

[00:03:21.14] spk_3:
you lead leverage, some tools and approaches that would, um, help defuse some of the conflict that might arise. And certainly some of the tensions that teams have, especially when they’re working remotely and they don’t have each other to bounce off of in person.

[00:03:42.33] spk_2:
Okay, let’s stay with you. And, uh, heart and curiosity are not words that are typically associated with leadership. But you’re you’re opening things up. So, uh, star expand our thinking. What, what? What’s the role of heart and curiosity and leadership?

[00:04:27.84] spk_3:
Well, if any of you are familiar with Renee Brown, she speaks about vulnerability and how important that is to leadership. And that is your heart. Bringing your yourself your whole self, allowing your team to bring their whole self, and we’ll talk more about this later. But the idea of how to listen with compassion and how to speak with clarity and the curiosity comes from this approach that we don’t have all the answers. We don’t know all the background. So coming at this coming at any situation, whether it’s conflict, attention or otherwise with your curiosity, is a way to break through some of the barriers.

[00:04:31.41] spk_2:
Okay, vulnerability is, uh, it’s a good adjective.

[00:04:35.12] spk_5:
I like I I admire

[00:05:35.57] spk_2:
people who clearly are are vulnerable. Um, I think a good example of that in leadership is Amy Sample Wards. You know that I’m actually I’m getting a little teary eyed just thinking about it, because she’s tearful in the video that she made you confined in it and 10 dot org’s and go to the fall of the 20 NTC Conference links. You’ll see the cancellation video that where she announced the cancellation and, uh, was made even made, and 10 and 10 vulnerable by saying this is 62%. This conference is 62% of our revenue, and we’re not only losing the revenue from the from the registrations, but we have incurred enormous penalties for the broken contracts with food vendors and signed vendors and all kinds of So she was not only vulnerable on a personal level, but on her organizational level two. And you know, you see her and you see in that video wiping tears at least once, maybe twice. Um, I just thought that that was a great example of what it occurred to me when you said the word vulnerable. I absolutely want that video there

[00:06:04.70] spk_3:
was There was one conference I was at. I mean, Amy is an excellent example of a vulnerable leader and a leader who comes with curiosity and and heart. I remember there was one conference where you could actually get a button that said I made a me cry because she wants to hear your story and she’s there with you in such a re away. So it’s an excellent example. Tony

[00:06:12.47] spk_2:
that arose out at a conference.

[00:06:16.52] spk_3:
They were buttons for your bling. You know, there

[00:06:18.98] spk_4:
was a button there that said I made a me crow. Okay, what do you want

[00:06:22.85] spk_0:
to add? Please, Tonto. But, um um, vulnerability is like a key competency for leaders. It makesem humane. It creates a bridge of trust it says, I’m in this with you. Um, it’s where leaders have an opportunity to really dig deep when it comes to emotional intelligence, which so many studies have been shown to demonstrate that leaders who have strong Q our leaders who are far more productive on all kinds of levels, generating revenue, bringing teams together, creating wonderful

[00:07:00.12] spk_6:
cultures. Um, but vulnerability could be a little scary. It’s scary if you are not vulnerable personally and

[00:07:07.64] spk_0:
your personal relationships. It’s hard to do that at work, you know, because there’s so much we we cover up, and essentially, what we’re covering up is our heart. But that’s the very thing we want. Thio sort of open up

[00:07:19.29] spk_6:
a bit and connect with others, but we all have it. We all have a heart, and we’re all looking for an opportunity to connect. And it’s a powerful tool

[00:07:27.93] spk_0:
being able to lead with heart when you can do that. So

[00:07:32.07] spk_6:
this is a situation that certainly calls for it right now because we’re vulnerable on so many levels of safety and health and well being.

[00:07:41.42] spk_0:
And we were thinking about our families, our communities, our neighbors, our workplaces. So

[00:07:47.69] spk_6:
whether we want to be vulnerable

[00:07:49.32] spk_0:
were at least inching toward that space. Whether we want to or not. You know, I think

[00:07:55.42] spk_2:
there’s so much thinking that, uh, misplaced that that showing vulnerability is a sign of weakness.

[00:08:03.32] spk_4:
I think it’s just the opposite. I think

[00:08:05.78] spk_2:
someone who’s vulnerable is is showing, exuding confidence and strength, actually, that they can open themselves up that way. I

[00:08:13.80] spk_4:
think it’s

[00:08:16.13] spk_2:
a sign of enormous. It’s confidence and strength. Yeah, yeah,

[00:08:18.08] spk_6:
you’re right, you’re right. And as a leader, I have had my best

[00:08:57.72] spk_0:
relationships with leaders who have been vulnerable with me, and when that has happened, I give them my very best. I give them so much more than I would, a leader who really is just trying to just tap whatever you know, not tapping my full self. And so as a leader, I’ve I’ve aimed to do that to, to really bring my full self in my vulnerability and the sense of trust, which is one of things we’re gonna talk about trust being a real bedrock in all of this trust and vulnerability. When you’re in a situation of disruption, so it changes, it changes us. It changes the people around us. It

[00:09:01.33] spk_6:
can actually change the whole vibe in a room. As a facilitator, I’ve seen it happen. I call it sort of dropping the water line when somebody is vulnerable and they drop that water line, you can feel

[00:09:14.33] spk_0:
the shift inside the room and it’s palpable. So

[00:09:17.25] spk_6:
it’s a powerful tool.

[00:09:18.24] spk_0:
And I Catherine, I would just invite leaders to go there.

[00:09:21.59] spk_3:
Yeah, yeah, and it breeds vulnerability. If you can bring your whole self as a leader, it allows your team to bring their whole cells, and it generates an incredible amount of loyalty and willingness to go above and beyond.

[00:10:34.05] spk_2:
Yeah, I’m going to recommend someone to you and and a book that I just I interviewed him and I do so many shows. I can’t remember if if this show has gone live yet, but his name is Jamie Bursts, but it’s spelt like hearse with a B. So Jamie B E A R S e. He’s the CEO of zero, the end of prostate cancer on they have an organizational culture there, Which is which is what his, um Oh, you know, I don’t He hasn’t written a book on this. It’s just No, I’m sorry. I interview a lot of authors to. He hasn’t written a book on organizational culture, but the culture that he’s created at at zero, which is a pretty large organization, 25 or 30 employees or something like that is exactly in line with what you’re describing. You’ll you’ll be interested in. I regrettably, the only resource I know where he talked about organizational culture is my show, so but I’m

[00:10:46.25] spk_4:
not trying to get more people. Listen t o. And he has,

[00:11:19.64] spk_2:
um, they show up with, um hh bedrocks of the culture. HHS Um, humility, Is it humility? Hunger? Yes. Not honestly. They’re honest people, but it’s humility, hunger, and I can’t run with the esses. I don’t want to miss quarter, but HHS bedrock of And they have some medical, um, vulnerability in trust so that they

[00:11:20.16] spk_4:
trust each

[00:11:56.74] spk_2:
other to be vulnerable. They open up their meetings with they spend five minutes going around the room, putting a spotlight on someone else who exhibited either HHS. This humiliation is ability, hunger and smarts, man. Shoot. But you put the spotlight on someone else, you go following someone else. Um, thinking like, um silence is dissent. When the leader says, When the leader, whoever’s leaving that meeting says, you know, are we ready to go on? Everyone has to affirmatively Yes, yes, and one who’s quiet then that’s assumed to be descent. And they’re asked, Are you ready? Or do you have an objection? You know, So they want everyone affirmatively agreeing to move to the next topic or think or things like that. I think that. Anyway, um, we’re here to learn from you, but you’ll be in

[00:12:17.91] spk_0:
No, that’s good. That’s a great story. Is the

[00:12:33.39] spk_2:
culture at zero? Um, and a lot of what you’re saying is reminding me about my conversation with Jamie Bursts. Um what about What about trust? Lorraine? You want you want some more about that film?

[00:14:34.14] spk_0:
Yes, absolutely. So trust is the bedrock of all teams. And if if you’ve read anything around the five dysfunctions of a team, um, Lindsey Onis book, he talks about trust. Everybody has a different lens of trust, but he sort of focus is on for the purpose of shared language. He focuses on trust being in the areas of reliability, acceptance, openness, sinking crew. It’s, um so trust is a key thing of being able to create that within teens and being able to talk about what’s my islands of trust? Is it that you that you are reliable, You deliver what you say you’re gonna deliver? You set up regular zoom meetings In this disruption, you make yourself accessible. Somebody else may have the lens of trust around acceptance. You know, you’re accepting me in this disruption in this pandemic. You’re accepting my circumstances of home at home and all it is that I need to juggle kids, elder care, all those kinds of things. So everybody has a different lens, but it all sort of bedrocks under trust. And we all have people in our lives who we can kind of sort of think about when we think of the word trust who naturally comes to mind when we’re in workshop. Catherine and I typically will say, Close your eyes and think of somebody who you when we say trust somebody who comes to mind in it and it could be a leader could be a family member could be a friend, but almost undoubtedly acceptance, reliability, openness, not so much congruence. Tuscan grew. It’s really kind of wraps up all three, but those usually come to mind, and then we really just have a conversation about how do you build trust? How is trust? Quickly broken. Um, you know, are you somebody who trust people initially, when you meet them, where or do you have them earn trust? You know, So it’s a really good conversation, um, around how to do that during this time. So part of building trust for teens right now would be, you know, create a

[00:14:42.69] spk_6:
having a conversation

[00:15:26.34] spk_0:
about what do you need? What is it that you need? Um, how can I support you? Those air all embedded in trust? Um, one of things I often say is, what should I stop doing? Start doing, continue doing, um, it’s leaning in and saying, You know, I want a trusting relationship here, And how do we build that? Because trust is something you built. It’s like it’s like any investment. The more you invest in put trust moments, trust exchanges, sort of in the trust kit or whatever the more you can tap it. And if I’ve got a long term relationship with Katherine of 20 years, and she does one thing that appears to break trust. I’m gonna continue that relationship because she has such a deeper investment with me versus somebody new who really hasn’t taken the time to invest. So

[00:15:36.52] spk_6:
this is a time for

[00:15:40.78] spk_0:
teams to really build trust and, um, create that foundation and be reliable as much as you can in being accessible during this pandemic and being available, answering questions, creating connection, being accepting of people, circumstances at home, A lot of those kinds of things.

[00:16:02.59] spk_2:
And, of course, all this that we’re saying applies in leadership generally and generally. Certainly we’re in the midst of this spandex, like, makes sense to grounded in our current reality, but it applies way beyond absolutely this situation. Katherine earlier you talked about you mentioned. Listen with compassion. Could you flush that out, please? I love that.

[00:16:17.51] spk_3:
Yeah, I would. I would. I would love to do if you will allow us a little role. Play with Lorraine around the levels of Listen,

[00:16:26.60] spk_4:
you have You obviously have something planned. How could I Way

[00:17:44.88] spk_3:
would love to do this. There’s ah, with some acknowledgement you can have here. There are three levels of listening and the first level. I like to say it’s all about me. That’s when I’m listening to you and I’m busy understanding its impact on me. Whatever you’re saying, the second level of listening, It’s all about you. I’m listening to understand the impact and the, uh, inference and the effect of what you’re saying on the story you’re telling has on you. The third level is called Global Listening, and it’s when we’re cut it. It’s beyond you and me. And it’s the kind of listening that ah comedian has to do to read the audience. There’s a sense of the energy in the room. It’s like beyond the human individual. So Lorraine and I was one of the things to keep in mind is, you know, people want to give a bad rap to level one listening, but it’s a really important thing. If you’re giving me an assignment, I need to be thinking, Can I do it? Do I have the time? What is my capacity? I have to be thinking about its impact on me specifically, But if you are telling me something that’s important to you and you’re expressing a piece of yourself, I need to be listening in level two listening. I need to make sure I’m focused on you and the impact that what you’re saying in your storytelling has. And that’s where the listening with compassion comes through on Lorraine. And I would like to do a little role play where we show you what it feels like to listen at level one and then tow. Listen it level two.

[00:18:03.98] spk_2:
Absolutely. Katherine can just make a suggestion. Move your move, Your mouthpiece? A little. A little below. Just a little. Blow him out. Yeah, that’s good. OK, is some of the some of the constants we say, like, uh, you know, and it breaks up just a little bit. I think it’ll heal less. You’ll aspirated less air it right into the right into the microphone. But But we can still we can still hear you. Okay. Please.

[00:18:27.64] spk_3:
Okay. So Lorraine is gonna tell me a story. What do you want to tell? And I’ll start with level one listening when it’s all about me. What she’s saying,

[00:18:37.25] spk_6:
Katherine, guess what? Last year, I want a fabulous trip to Israel. It was something I’ve been wanting to do for so long. Less June and It was incredible.

[00:18:47.86] spk_3:
Meal is always fascinated. May it’s hot. I’m so jealous that you could go.

[00:18:54.32] spk_6:
Yeah, Yeah. I went with a group from my church, and it was an amazing experience and did this whole holy tour. And there were all these other church proves

[00:19:04.26] spk_4:
there that would

[00:19:05.40] spk_3:
have been so cool if I had been there because, you know, that means so much to me to to be part of community like that.

[00:19:13.45] spk_6:
Yeah, I felt like I was in community, Katherine. And you know, so many historical sides and, uh, the upper room And, you know, going to the temples and asana was it was incredible to see

[00:19:28.90] spk_4:
you don’t even know what

[00:19:29.66] spk_3:
half of those things are that you’re talking about.

[00:19:32.66] spk_2:
Okay, We get

[00:19:33.59] spk_4:
way, we’re gonna fly with Catherine. That was

[00:19:37.50] spk_2:
good. You know what you tried? You tried thio. Turn it. I wish I could have been part of that community, like, you know, like using the word community makes you a better listener.

[00:19:48.13] spk_4:
You know, said community. You know, I said hard. You know what e? I said the words. So I guess I’m a level to this here. I

[00:19:58.00] spk_2:
like that. there’s a little twist.

[00:19:59.16] spk_4:
I wish I could have

[00:20:03.08] spk_2:
been part of your new didn’t say your community. Okay, I’m sorry. Okay, We got it. Go ahead, please.

[00:20:06.33] spk_3:
So Lorraine’s going to start the story again, and I’ll give level two listening.

[00:20:09.55] spk_6:
Okay. Katherine, last year I went on this fabulous trip to Israel, and it was amazing last June, and it was on my bucket list, something I had wanted to do,

[00:20:18.65] spk_0:
and it really wasjust quite a spiritual experience for me.

[00:20:23.42] spk_3:
Well, I can I could just see what it meant to you in your face. You light up when you talk about it.

[00:20:29.24] spk_6:
Yeah. Yeah. I saw holy sites that I had read about for years. And just to be in these places, garden of Vicinity and all these specials places was pretty incredible. Being in better ham and a shepherd’s field. It was

[00:20:47.04] spk_4:
it was quite

[00:20:47.54] spk_6:
touching. At times. I just I had to pinch

[00:20:50.07] spk_0:
myself and realized Am I really here?

[00:20:52.72] spk_3:
Absolutely. I can hear how it enriched you. Just in your voice.

[00:20:57.31] spk_6:
Yeah. Yeah. Well, thanks for showing interest,

[00:21:00.04] spk_0:
Katherine. I really appreciate that. Just your you’re leaning in just makes me almost relive the experience again. So that’s great.

[00:21:08.90] spk_3:
Okay,

[00:21:09.74] spk_2:
excellent. Yeah. Yeah.

[00:21:16.02] spk_4:
Short little example. Interest is clear. Yeah, sometimes say that

[00:21:16.89] spk_2:
to people, you know, I can tell. I can tell how your voice, you know, I was that I could

[00:21:21.12] spk_4:
tell in your voice, or I could see how your face

[00:21:23.19] spk_2:
lights up when I’m having lunch with someone.

[00:21:25.09] spk_4:
I can tell how you’re how animated you get. Well, yeah, we’re bored with the other

[00:21:55.48] spk_2:
percent of our conversation, but because I tend to do that, I put a lot of people off. That’s why I e if I don’t do it virtual, you know, And a lot of times I don’t even do the video. No, but no. But you can see animation. You can see people’s eyes light up our arms start to move their hand. You know, you can see Ah, smile. Come in their face. Absolutely. It’s There are things we talk about that brighten us instantly. And yeah, that’s being

[00:22:01.31] spk_4:
the good skills

[00:22:10.39] spk_2:
being very graphic. Just perfect to recognize. Okay. You want to take us to a level. Did you

[00:22:14.20] spk_4:
know I’m not tonight? Were you three? But I do want t about I do stand

[00:22:23.68] spk_2:
up comedy. I’ll tell you about little when that really sucks when nobody’s laughing at your jokes. Um, actually, it doesn’t happen too often, but, uh, you get a sense of a room because you use that example of of a state of comic leading the room. Um, you know, when it’s not going well, um, you know, when a certain type of joke didn’t doesn’t do well, don’t do more of those, you know, Don’t try to push it. Maybe just that one. I’ll try another one, just like it Now, you know, time to move on, tell a story about seventh grade. You know, Tele Tele vulnerability story or something. And no. Yeah,

[00:23:06.84] spk_3:
but I want to say the reason that we talk about this and we spend time on it is because if you don’t know your options when you’re listening, you can’t use them intentionally. Right? So there are times when you need to be listening on level one, and there are times when you should be listening on level two, and we encourage you to be aware of your conversations to be sensitive to that. And this is even true in your home with your family, right?

[00:23:21.60] spk_4:
E was just

[00:23:35.44] spk_6:
gonna add. So both Katherine I our leadership coaches and when we’re coaching a client, we really need to hone into level three to level three is really looking at not just a smile, not just

[00:23:41.80] spk_0:
the energy, but it really is going in that somatic vein of where you’re really sensing. The whole body’s been sensing the energy behind a conversation, And you could

[00:23:48.40] spk_6:
sense when somebody is not saying something

[00:23:51.52] spk_0:
and when there may be shielding or whatever. But it’s deeper listening room. We as coaches have to really, really be centered and grounded in our listening because it really is full body listening to something. Intuition is a piece of you. And tradition is a big piece. You

[00:24:07.70] spk_2:
Very good. Um, all right, we still have a couple minutes left. Um, you had some tools and approaches. Who wants the

[00:24:16.37] spk_6:
mind? Catherine, If I mentioned a few things go for I had. So when I was thinking about this interview, I thought about

[00:24:22.04] spk_0:
some things, um, of the people and leaders, uh, and team members could do, and I

[00:24:30.04] spk_6:
had a few things here. Refraining, You know, here’s an opportunity

[00:24:36.74] spk_0:
to rethink how to frame this disruption, seeing it as an opportunity to recreate, to co create together and to give birth to two to some new things. So refrain ballots to leaders. Try not to overload your team with too many tasker projects, because remember there juggling their own family. Childcare, self care. They’re juggling anxiety, depression. You’re adjusting to a new normal balance. Number three. Be creative. It’s an opportunity to think out of the box something new again.

[00:25:03.31] spk_6:
This is all sort of glass is half full

[00:25:19.32] spk_0:
versus half empty kind of mindset. Fourth servant leadership, which requires just what we were just talking about listening, accepting being president, being adaptable and leading with head and heart heart being important, flexibility, flexibility with the deadline’s focus on the big picture and not bet just current deadline that that is required. So that will cause a leader us to expand our comfort zone a little bit. So they were not so tight. They like, I want that deadline and just be done right now

[00:25:35.13] spk_6:
and then. The last one is so

[00:25:50.27] spk_0:
important in a time like this, but it’s so important when there is no pandemic and it means the world to people based on my years of being a leader in organization. And that is saying thanks. Say thanks. It makes a difference. It shows you care. Um um you could never say it too often on thank the team for navigating this this new unknown, uh, territory. Thank them for the completion of a project. Thank them for just the smallest of the biggest things. And it’ll go a long way, and it will increase engagement. It will shift a culture, and it could make a big difference. So

[00:26:14.72] spk_6:
and thanks to you, tony, for yes thing.

[00:26:19.03] spk_2:
Is that the end that you had planned or Katherine Anything you want. Oh, you

[00:26:22.62] spk_3:
know, I think she summed it up beautifully. Okay, Lead with your heart and curiosity.

[00:27:04.74] spk_2:
Well, then, thanks to thanks to each of you A said, I’m glad you’re well and safe. And thank you for sharing. Thank you very, very much. Um, marine core principle of lead with heart, with great a company name. Obviously. Basic leave. Um, and Katherine Hyde’s senior director of digital engagement at Enterprise Community Partners. And thank you for being with 20 ntc non profit tech. Well, this is non profit radio. What I need to say is, thank you. Im profit. Radio coverage of 20 NTC, um, were sponsored by Cougar Mountain Software, which I’m grateful for. Denali Fund. Is there complete accounting solution made for nonprofits tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial. Thanks so much for being with us.

[00:27:18.14] spk_3:
Thank you. Turn. Thank you. My pleasure.

Special Episode: Nonprofits & CARES Act

I love our sponsors!

WegnerCPAs. Guiding you. Beyond the numbers.

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

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

Get Nonprofit Radio insider alerts!

Listen Live or Archive:

My Guest:

Gene Takagi

Gene Takagi: Nonprofits & CARES Act
The CARES Act was passed late last week. We’re recording on Friday, April 3rd. There are benefits in the Act that nonprofits can take advantage of. Benefits for your org and your staff. And they’re pretty good. So you may want to apply. Plus, longer term relief for nonprofit fundraising. Gene Takagi explains it all. He’s our legal contributor and principal of NEO, the Nonprofit & Exempt Organizations law group.

 

 

 

Top Trends. Sound Advice. Lively Conversation.

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

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

Get Nonprofit Radio insider alerts!

Sponsored by:

Cougar Mountain Software logo
View Full Transcript
Transcript for 483a_tony_martignetti_nonprofit_radio_20200404.mp3

Processed on: 2020-04-03T22:13:33.262Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2020…04…483a_tony_martignetti_nonprofit_radio_20200404.mp3.100988344.json
Path to text: transcripts/2020/04/483a_tony_martignetti_nonprofit_radio_20200404.txt

[00:01:07.49] spk_3:
Hello and welcome to tony-martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host. This is a special short episode of non profit radio to meet the needs of nonprofits during the Corona virus pandemic. This is our fourth special episode. Non Profits and Cares Act. The Cares Act was passed late last week. We’re recording on Friday, April 3rd. There are benefits in the act that nonprofits can’t take advantage of benefits for your organ and your staff, and they’re pretty good, so you may want to apply. Plus, there’s longer term relief for nonprofits. Non profit fundraising. Jean Takagi explains it all. He’s our legal contributor and principle of neo the non profit and exempt organizations Law Group Jean Welcome. How are you?

[00:01:09.60] spk_0:
I’m doing well. Thank you very much, tony, for allowing me to share information with your with your audience.

[00:01:15.42] spk_3:
Oh, it’s my pleasure. I know you’ve been ah, believing it is my pleasure. You’ve been busy all week talking about the Cares Act, I’m sure.

[00:01:26.18] spk_0:
Definitely everybody interested in in, uh, how nonprofits can take advantage and really thankful that there’s some advocacy groups out there that got nonprofits considered in these in these Lost?

[00:02:11.24] spk_3:
Yeah, for sure. Explicitly in in some cases. So all your work this week has led you to this to this pinnacle non profit radio. So it’s all led up to here. So thank you for all that preparation that you’ve been doing toe to talk to our listeners. Um, is it is it best if we, uh, you want to start with an overview? I mean, I definitely want to get into the paycheck protection program and the economic injury disaster loans. Do you want to start a broader than that before we get in that specific? Well,

[00:02:51.14] spk_0:
I’ll just mention that the Cares act is this $2.2 billion package. And, um, when provisions were put in for small businesses, it was really important. Thio note that nonprofits are out there who are also employers who are also desperate for assistance at this time. And thio have non profits put into provisions like the payroll protection program are really important. But this is, um, just part of the legislation that’s come down since the Corona virus pandemic has hit us and and our federal government has started paying attention to what needs our country’s having great now desperate needs in many cases. And there was a set of laws called the Families First Corona Virus Response Act. That duck with leaves a swell paid leaves by employees. And so that’s another component that I hope we get a chance to talk about in addition to the care, Zach.

[00:03:19.34] spk_3:
Okay, Um, all right, so why don’t we? Why don’t we take care of that? What’s the what’s the the leave? The leave provisions? So the

[00:04:46.65] spk_0:
leave provisions in basically apply to again small businesses, including non profits with less than 500 employees and provided for two weeks of emergency paid sick leave. Now, sick leave isn’t required to be federally from under federal law to be. I hate it. In many cases, some states do require it. But here is a federal law ah, that required now all small employers, including non profits, to provide two weeks of emergency paid sick leave. Now there are some exceptions that might be possible for employers that had less than 50 employees for undue hardship, Um, for really, really small organizations where that’s just not at all possible that that is a standard that they might be able to to meet. But generally this applies to everyone, and the amount of paid sick leave is at the employees regular rate up to $511 per day. So it’s captain a 10 days or 5100 and $10. Okay, um, and if it is to take care of ah, child or, you know because of the child is is the one who’s sick or the child is, uh, needs child care because their schools of clothes because of quarantine rules, then the amount would be the employees regular rate up to $200 per day. So not the full 511. But it would be. Actually, I’m sorry. The employers rate times 2/3 that 2/3 of the employers rate or a captain $200 per day for that 10 days. So that’s the first section required. Paid sickly.

[00:05:05.28] spk_3:
Okay, where can we find this in writing somewhere? So because that’s a lot to digest. Yeah, it’s See this on the web.

[00:05:36.24] spk_0:
So if you just Google families first Corona Virus Response Act, um, the National Council of non profit actually had a good site on that. So that maybe a place to look Okay, Cool. Uh, the other leave that they have is a 12 week of emergency family and medical leave, and basically it’s a 10 week add on to the two weeks that you originally had. But this is only for care of family members again. Child care. If there’s a sick child due to the Corona virus or their school got quarantined, and child care is required to be provided

[00:05:50.87] spk_3:
that it is not to be child care, could it be care of someone else in the family who’s not a child?

[00:05:56.64] spk_0:
It could be another dependent. I believe that that’s Ah provided a family member

[00:06:02.02] spk_3:
dependent. Okay, but that wouldn’t be a parent then, unless the parent was independent.

[00:06:38.48] spk_0:
I don’t know that that currents are included will have to wait to see if, if the regulation spell that out become. And that’s an additional 10 weeks and again to the to the 12 weeks that sorry to the two weeks that that’s in the original act. And that’s a 2/3 of each employee’s usual pay up to $200 per day. Now, this is a huge burden on employers, right? All of a sudden, if they hadn’t been required to pay leave before now they’re required to pay leave. And obviously, a lot of employers are gonna be cash strapped now if their businesses have closed and things so the these air not available if the workplace is completely closed down. Um, and the other thing to know that employers can recoup these costs through a payroll tax credit. So details kind of in the regulations or in some of the sites, including the National Council of non profit sites I mentioned. But employers can recoup these costs. Employees are getting paid sick leave under these provisions. So that was one of the immediate loss that came out

[00:07:10.84] spk_3:
when you say the workplace must be closed. You mean the organization Shut down. You don’t mean the office closed, do you? Or do you?

[00:07:18.60] spk_0:
If the office is closed and the employees are unable to perform their jobs from home, so if

[00:07:38.18] spk_3:
and unable to be able to work from home Oh, correct. Okay. Okay. Because of the caregiving that they’re providing a correct. All right. Um, can we go to the to the S B a loans. Okay. Is that right?

[00:07:41.24] spk_0:
Yeah, absolutely. That’s that’s one. Probably critical.

[00:08:42.84] spk_3:
Okay, Yes. I want to make sure we exhausted the other. The other information that you had, I want to say just to get started. The S B a site s b a dot gov is very, very simple. I think I was able to understand it, Um s p a dot gov and then you’ll be looking at this basketball size picture of a Corona virus. You can’t possibly miss it on the site, and you just click in there and to learn more. And then you just scroll right down to Corona virus funding options. And then, ah, Pedro opens up with, ah, lot of what we will. Well, it’ll be. It’ll cover what? Gene and I are about to talk about the paycheck protection program. The e i D. L. Which is the economic interest, Economic injury, disaster loan. And then there’s a couple of others too, so it’s really very, very helpful, I think thea CSB a site s p a dot gov um Shall we start with the paycheck protection program gene that that’s also only for employers of 500 or fewer right employees.

[00:09:31.68] spk_0:
Yeah, fewer than 500 employees, including non profit. So really a big point to add that nonprofits are eligible for this. Ah, and agreed that this is an important provision. $349 billion was dedicated towards this. And on the date that we’re recording this tony is the first day that the application theoretically was released. Um, but these loans are available by S from S P a lender’s ah, that would include most F d I C insured banks. But not all of these institutions are ready to implement this, even though the application theoretically came out today. And one of the concerns that everybody is having on day one is that the regulations just came out as an interim rule last night.

[00:09:47.06] spk_3:
Yeah, so that just right, Just Thursday, just last night, something came out. Yeah,

[00:11:04.31] spk_0:
And while the application and and the SP a site makes it look easy, there are a lot of unanswered questions or ambiguities, and that is making with lenders have have a problem. Ah t implement this. Some people are guessing all of the loans are going to run out on day one because $349 billion. Sounds like a lot. But if you say every small business in the country is eligible thio to take this in every small amount profit, there’s only so much that that money is going to last. And there’s a question about whether the lenders are going to prefer their own clients. So their existing clients that have loans with the organizations are they gonna prefer the larger clients because they value their business, for which, you know their banks are going to reach some sort of reward over time. Are they gonna value them ahead? Was a small non profit that’s coming in? So my best advice is to try to go in to your own bank, find out if they are an SP a lender, uh, and make your case to them as quickly as possible. I don’t know that everything will be depleted on day one. I’m That might be the worst case scenario, I believe while Spargo Bank has not started yet because of issues with implementation, So there are there are going to be problems getting this rolling, but once it rolls, the money’s not gonna last very long. So I would say to the extent you can I get your paperwork together very quickly. The SP A site lets you know kind of what type of paperwork is required for this, and there’s not a lot. It’s not like a traditional known as well, tony. I guess that’s maybe the first thing I

[00:11:40.04] spk_3:
should be relaxed some of the some of the requirements and they’ve really streamlined the the application, especially for this. I know for myself, Um, well, we’ll get to the economic injury loan. But just from one day to the next the economic injury loan, the application went from like four different forms you had to fill out last Sunday night to Monday when it was just streamlined, like two or three. It was like there was three screens. You just had a pick selections and make a bunch of certifications, and you were done and it was much more burdensome just the day before.

[00:12:15.34] spk_0:
Yeah, and these things have been changing on the Fly, the paycheck protection program. In the best scenario about this, that nonprofits need to know which. Maybe I shouldn’t have hidden the ball, hit

[00:12:28.73] spk_3:
the ball, start figuring it out. That’s okay,

[00:12:31.40] spk_6:
is

[00:12:32.64] spk_0:
why it’s so great. If you can access, it is it’s alone. That’s forgivable. Meaning that it’s essentially a grant s. Oh, it’s a loan that you’re going to make. And then if you keep up your payroll force, um, you pretty much get to recoup all of it back. And that’s a huge thing, right? To be able to keep your work staff on so that that’s the big point.

[00:13:23.89] spk_3:
And the details of that are in the, uh, in that on that s B a site that I, uh that I that I was suggesting people go to says, You know, you’re if you haven’t kept everybody, you have to rehire everybody, I think, by June 20th or June 30th of this year. But the details are on the SP, a site. It’s really it’s in plain language. It’s really pretty simple to understand what you’re committing to. But even if you know, even if you’re not able to keep up your workforce on and not have it converted to a grant, at least it is. It’s a very favorable

[00:13:32.34] spk_7:
Hello,

[00:13:33.34] spk_0:
right? It’s 0.5% less than 1/2 a percent

[00:13:38.53] spk_3:
and deferred interest is deferred for the 1st 6 months.

[00:13:41.41] spk_0:
Correct? And do on a two years. Right now, though, they’re very likely could be an extension. And we may see variations of this and hopefully, more appropriations of more money. Should they run out of this amount. I I’m pretty sure the federal government knows that this is still phase one. Ah, and they’re going to be additional phases necessary on an individual level as well as on on entity level.

[00:14:15.84] spk_3:
Yeah, yeah. Um, all right. Anything more you want to add about Thea about the PPP, The paycheck protection program

[00:14:55.84] spk_0:
show? Sure. So let’s talk about what it what it what the loan is for Andi. That’s exactly what it refers to payroll to paying your payroll. But it also includes utilities interest on your mortgage, not the principal on your mortgage, but interest on your mortgage, uh, and rent. So you and utility so some some occupancy costs and employee costs. And generally the amount of the loan is going to be determined by 2.5 months, essentially 2.5 times the average totally monthly payroll costs based on ah, one year. I’m sorry. Based on the last year. A test period, right that times a 2.5 times monthly payroll costs. That’s something Thio think about as being a huge, huge help at this time.

[00:15:24.31] spk_3:
That’s that’s 10 weeks worth of payroll, plus those of expenses that you mentioned interest on mortgages, utilities, et cetera, And

[00:17:39.70] spk_0:
no collateral. No personal guarantee is not like other S b A loan. So, um, a CZ, long as you’re under 500 employees there, few other qualifications, some of them I’m not so happy about that. You know, if you if you’ve got a criminal record or anything yeah, an indictment, you don’t qualify for it. Um, not not even a conviction there, Justin Indictment. So it’s It’s interesting formulas that would come up with that. I’m sure there was, ah lot of haggling on the floor to get something up quickly, but that’s what we have that there are a lot of details in this one area of confusion that I mentioned tony in BET That’s maybe creating a little bit of headaches for for banks and lenders and also for organizations that are trying to share information about this, including May is what about independent contractor costs. So we talked about payroll and payroll. You know, from a legal accounting standpoint, we’re talking about employees, right? But what if what about the non profits that are paying people? Is independent contractors Ah, and my understanding. And based on the interim rule that came out last night from the S B A. That payroll costs do not include independent contractor costs. Although I’m seeing conflicting information from independent sector and the Council of Now, not the National Council of Nonprofits right now about that issue and partly because the application refers to do you have employees or independent contractors that are reported as 10 90 nines? That’s what the application says, which would lead you to to think that if you can have either or that there must be some benefit if you have independent contractors that you’re paying as well. But part of my rational, I’m thinking that the SP a interim rule is probably right on this issue is that independent contractors, even sole proprietorships, can apply for this loan forgivable loan program, the payroll protection program themselves, so they don’t have to rely on hiring entity to do it for them. They can apply for it directly. So we’re a little confusion. They’re not absolutely clear. I don’t think any of us can say with 100% that we know the truth. Oh,

[00:18:14.34] spk_3:
so at this stage, are you best leaving independent contractors out of your calculation of payroll for purposes of of the PPP just so that you don’t, you know, muddy up your application with a possible problem that would that would hold it up and then knowing that maybe you can go back when you get further guidance? If you’re If you are using a lot of 10 99 contractors, I think this is gonna

[00:18:15.17] spk_0:
be processed very quickly. And

[00:18:18.14] spk_3:
you think they’re gonna get you think they’re gonna gloss over issues like this in the beginning and very possibly clean up later?

[00:19:01.94] spk_0:
Yeah, very possibly. The problem with including the 10 99 contractors, Maybe Twofold. One is that if they weren’t intended to be included, will the government say that’s not gonna be forgivable? And is your budgeting based on you know, making these considering these grants rather than loans? And it very well could be that if you report independent contractors, they may just say No, this isn’t forgivable. The whole thing is alone. That’s one consideration. I don’t think as nonprofits think about this and end the limited amount of money that’s available. They shouldn’t count on this. They should definitely apply for it as quickly as possible. But they shouldn’t 100% count on it being available for them

[00:19:17.72] spk_3:
available and forgivable and unforgivable. That’s Yeah,

[00:19:21.63] spk_0:
that’s correct. That’s a really important. Okay, point. All

[00:19:56.70] spk_3:
right, balance, balance these things as you’re doing your application. You know, maybe get advice from a board member. Certainly legal counsel, if you have that. But but don’t you know, I don’t think you should let these potential problems hang you up and not not participate yet. Get your application in. You know, you might decide not to include your 10 99 contractors. Maybe that’s a decision you make. But you get it in at least for your for your payroll, your payroll, folks, your employees so that you know you could be covered for 10 weeks of, uh, 10 weeks of payroll. I mean, that’s that’s valuable. You get the get the darn thing in, make a decision and get it in one way or the other.

[00:20:22.40] spk_0:
Yeah, and have all the material available, including your independent contractor, information available. They’re asking for it in the application, so your bank will probably help determine whether that they’ll include that in the loan or not. Just bring it all in. Get your paperwork ready. I know everybody’s inundated with work that’s trying to keep things together. Leaders are, and this is worth the time.

[00:20:27.87] spk_3:
Yeah, is 10 weeks of payroll Yes, it’s

[00:20:30.10] spk_0:
time. It’s huge. So you’ve gotta put other things aside to get this done and get it done as early as possible because

[00:20:37.09] spk_3:
of you. You’re talking about the money. All right,

[00:20:39.48] spk_0:
get it, Get it ready early next week, if you can.

[00:20:56.04] spk_3:
Let’s move to the ER the i d l. You know, I hate jargon wth the economic injury disaster loan. Um, this is this is different. This is this is other types of expenses, Gene. Yeah. So it’s

[00:20:56.83] spk_0:
work. It’s a working capital loans essentially. So it could be used for payroll. But if you can’t apply for both in and put the same use for both, So if you ask for apparel protection program loan, you can also ask for an e idea alone for the same reason. But you could ask for a different reason for working capital in another other business costs that you’re gonna have. Um, and again, this is designed for small businesses and small nonprofits. But there’s only $10 billion that’s allocated here, So it’s a lot less than the other program. Yeah, but go ahead and apply for it as early as possible.

[00:21:45.37] spk_3:
Now, this has a great feature. Ah, $10,000 advance. That’s an advance on the loan. And that could be forgivable, right? And that’s it. Get their inherent

[00:21:52.04] spk_0:
right. Even if you get turned down. If you whether you get accepted or not, the $10,000 is years to keep.

[00:21:55.25] spk_3:
Oh, it’s whether you get turned out. So even if you’re approved for the loan, the $10,000 advance is still forgivable. Is that right?

[00:22:01.45] spk_0:
I I believe it needs not. It does not need to be repaid in either case.

[00:22:49.34] spk_3:
Okay, okay. My understanding of it. And they’re saying that this is gonna hit your bank within 3 to 5 days of your application. Now, I already applied for my business more than three days ago and I haven’t gotten it. Hasn’t been quite been five business days. It’s been four on. I haven’t seen it yet. So don’t Don’t be wedded to the 3 to 5 days it’s gonna cause they do ask for your bank account. They ask for your account number, they ask for your routing number. Um, uh, so they are intending to deposit this $10,000 advance quickly, But you know, you may not get it within the 3 to 5 days, but it is forgivable and and it is an advance on the loan, so it comes fast, and then the loan consideration is a longer term process, right? So

[00:23:38.35] spk_0:
it gets paid without them processing the loan at all. And you just get paid based on the application, which is fantastic, um, and, uh, again really something to take advantage of, but limited funds. So go in as early as possible. It’s great, tony, that you went in very early. People should should do that again early next week, and this is separate from the paycheck protection program. But if you do get accepted for the forgiveness of loan under the first act of paycheck protection Program, that we talked about that $10,000 under this sea idea will be counted against the cap on that. So just just note that you can’t double dip here. Okay? Okay, but the loan interest rate is 2.75%. Ah, and the maximum term is 30 years. It’s gonna be dependent upon your credit worthiness. So it follows more standard procedures and the paycheck protection lung, which again doesn’t matter what your credit is. Doesn’t matter if you have outstanding loans or not. The first, the 1st 1 that we talked about the forgivable loans disciplined

[00:24:03.84] spk_7:
a

[00:24:26.00] spk_3:
little tighter requirements. Lending requirements more more typical than then what? They waved for the payroll protection. Her act. Okay. Okay. Um, anything you want to add about economic injury, Disaster loan? The e i D. L again, it’s all this is all very well. Very clearly laid out. Big pictures on the S B, a dot gov website. Yes.

[00:24:35.48] spk_0:
I guess I’ll just say that it’s available also for debt payment. So your your ongoing business expenses, including debt payment.

[00:25:21.30] spk_3:
Okay. Okay. Um, so we got some longer term relief. Uh, regarding the charitable income tax, the federal charitable income tax deduction that we, uh, you know, in the ER in the tax and, well, I don’t forget the formal name, Tax and Jobs Act. Ah, there was, uh, there was a reduction in the It took away an incentive for non itemizers to make charitable gif ts. And so And we’ve seen some hit there because the vast moon is that the vast majority the majority of people do not itemize their taxes. Uh, but we got some. We got some relief. So the

[00:27:17.08] spk_0:
tax cuts and jobs act from Thank you your job back from a couple of years ago raised the standard deduction, almost doubling it. The impact of that is it left about 8% of the taxpayers itemizers, so it’s a very, very small portion that actually get the benefit of a charitable contribution deduction. Because the charitable contribution deduction is one of the itemized deductions that you get. So more than 90% of taxpayers get no tax benefit for making a charitable contribution deduction until this act until the cars that came into play. Now, this is only a one year provisions, but I’m hope it’s a precursor for a change in the law to allow for a universal deduction so that there’s more equity across every taxpayer for getting some sort of benefit for making a charitable contribution deduction. So now it looks like it’s on Lee applicable to those generally who are a little bit more wealthier than others, that that have the ability to itemize, taxes, their deductions and get a tax benefit from that and this above the line deduction. How accountants refer to it It’s for $300 so anybody who makes a contribution can get $300 off if it’s to a qualifying charity. And some of the big charities that do not qualify donor advised funds. That’s kind of an important want to note. So don’t advice funds typically used by a little bit more wealthier individual that would tend to itemize taxes their tax returns. But that will not qualify. And that helps to get the money into the stream of operating charities quicker than those that are sort of keeping funds in accounts for years without a that payment respect provisions.

[00:28:33.24] spk_3:
I’m hoping that that $300 will increase in the future, but at least as you said, it’s a start. It’s It’s $300 up to $300 per per taxpayer. And it’s just for this year 2020 so that anyone itemizing or not, could get at least that much. $300 uh, removed from, you know, exempt from, um, you’re from your taxable income or, well, I’m getting into the weeds about how it’s calculated. Let’s not go there. You get it. You have a federal charitable income tax deduction, if you’re if you’re a non itemizers up to $300. So that’s something that when you when you are making your fundraising messaging again because we will get back to that, there will be times when will be the right time for you to talk about your needs and how your donors can help you fill. Those is maybe even these especially critical and unbudgeted needs. You can make it clear that, ah, that nine non itemizers among your donors can I get a federal income tax charitable deduction for up to $300. That may move some people. I

[00:29:32.64] spk_0:
think there’s an op ed. I can’t remember if it was in the Chronicle of Philanthropy or not earlier this week. Tony, that talked about the need to give to smaller charities at this time. Those were the ones that are gonna be really struggling. And if you really value a small charity, this $300 deduction that you wouldn’t have received before may be just what, you know, tip some people over to helping the small charities. And I’m hoping that that’s that’s true. I’m not sure what type of impact this will have for most people who are probably very fearful right now about where their income is coming from. A lot of unemployment going on right now. And there’s some chairs act provisions that deal with unemployment that we can talk about two. But it’s a scary time, but there will be a time when we’re back. Fundraising. Yeah, this is This is gonna be important, as is the case for a little bit, um, of the wealthier er taxpayer. That is capped by the amount of deductions that can take for charitable contribution. And the traditional cap had been 50% of their adjusted gross income. And if it was a cash donation, the tax cuts and job, Zack said. 60% of your adjusted gross income was your cap of how much you could take for charitable contribution deduction. So if you made $100,000 in adjusted gross income that you were going to report to the I. R. S, you could take up to a $50,000 or if it was a cash contribution to a charity $60,000 deduction off that amount, that was the limitation. This year, that limit is gone. So if you wanted to donate 100,000 of your $100,000 adjusted gross income, you could take a deduction for the full amount.

[00:30:21.51] spk_3:
Yeah, and this is this is a provision that’s mostly for the wealthy. Very few donors bump up against the limitations against there adjusted gross income in in their charitable deductions that it’s not very common, right. But we got some. We got some relief

[00:30:34.24] spk_0:
for older people who may not make very much an income anymore. That’s that’s maybe the primary beneficiary of this. To the extent that they have still disposable income to to provide for charitable giving.

[00:32:03.00] spk_3:
Okay, Okay. All right. We’re gonna leave it there, Gene. Sound good sounds get all right. I want to Thank you very much for doing this. Ah, you know, E. I usually give you a lot more Notice Thio to put a show together. So So thank you. Thank you very much for helping with this special episode. Because I know I know it helps our listeners. That’s that’s really the key. Thanks, Gene. Thanks so much. And I want to remind listeners that were sponsored by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com by Cougar Math and Software Denali Fund Is there complete accounting solution made for nonprofits tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial and by turned to communications, PR and content for nonprofits, Your story is their mission. Turn hyphen to dot CEO creative producers Karl Mayer off Sam Lee Woods is the line producer shows Social Media is by Susan Chavez. Mark Silverman is our Web guy and the music you’ll be hearing shortly because it’s hard to put it in right over this when it’s on the fly. Special episode is by Scott Stein of Brooklyn. Many thanks to Sam, Susan and Mark for helping me get this special episode out to you quickly and, of course, to Jean as well for your for your time on fly, Jean. Thank you. You with me? Next time for non profit radio. Big non profit ideas for the other 95% Stay safe and be great.