Category Archives: Fundraising Fundamentals

Nonprofit Radio for March 6, 2015: 8 Areas Of Nonprofit Excellence

Big Nonprofit Ideas for the Other 95%

I Love Our Sponsor!

Sponsored by Generosity Series, a nationwide series of multi-charity 5K events that provide a proven peer-to-peer fundraising platform to charities and an amazing experience for their participants.

Sign-up for show alerts!

Listen Live or Archive:

My Guests:

Michael Clark & Melkis Alvarez-Baez8 Areas Of Nonprofit Excellence

The Nonprofit Coordinating Committee Excellence Awards are based on tough criteria that reveal the right way to run your organization in areas like fundraising; management; board; financial; and diversity. Michael Clark, president, and Melkis Alvarez-Baez, director of programs, explain all the standards.

 


Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

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

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

Sign-up for show alerts!

Sponsored by: GenEvents logo

#NonprofitRadio At #15NTC

Wednesday Interviews:

Stop Shooting Videos, Start Unlocking Stories
Sheri Chaney Jones & Yasmin Nguyen

Effective Distance Collaboration
Lisa Jervis & Jeanine Shimatsu

Content Strategy
Bretty Meyer & Katie Carrus

Visual Media For a Social World
Jessica Williams, Emma Chadband Y Jenna Cerruti

Walking Is Work
Beth Kanter & Ritu Sharma

Embracing Emerging Social Media
Lauren Girardin

How to Choose the Right Database
Michelle Chaplin & Laura Quinn

Considering Consulting to Nonprofits?
Julia Reich

Does Your Content Strategy Now Trump SEO?
Elizabeth Beachy

Video Strategy
Bridgett Colling & Michael Hoffman

Thursday Interviews:

Using Tech to Reach Rural or Marginalized Populations
Osvaldo Gomez

Contributing to the Commons: Using Open Licenses
Craig Sinclair & Carly Leinheiser

Staff & Board Buy-In For Your Next Technology Adoption
Norman Reiss & Kathryn Engelhardt-Cronk

The Secret Science of Email Deliverability
Trung Nguyen, Laura Packard & Brett Schenker

What To Do When Technology Isn’t Your Problem
Robert Weiner, Dahna Goldstein, Tracy Kronzak & Marc Baizman

Online Communities That Inspire Action & Generate Results
Megan Keane

Avoiding Disaster: Backup Systems & Disaster Recovery Planning
Darlene Ververka

It’s #15NTC!
Amy Sample Ward

Nonprofit Radio for February 27, 2015: The Convening World & Auctions and Cash Calls, Part Deux

Big Nonprofit Ideas for the Other 95%

I Love Our Sponsor!

Sponsored by Generosity Series, a nationwide series of multi-charity 5K events that provide a proven peer-to-peer fundraising platform to charities and an amazing experience for their participants.

Sign-up for show alerts!

Listen Live or Archive:

My Guests:

Topher WilkinsThe Convening World

There’s a new model for convening your organization at what used to be conferences and Opportunity Collaboration is an example. Topher Wilkins is Opportunity Collaboration‘s CEO.

 

 

 

Bobby D. EhlertAuctions and Cash Calls, Part Deux

Auctioneer Bobby D. Ehlert continues the convo from 12/12/14 to get you to high-performing auctions and cash calls at your events.

 

 

 


Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

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

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

Sign-up for show alerts!

Sponsored by: GenEvents logo
View Full Transcript

Transcript for 229_tony_martignetti_nonprofit_radio_20150227.mp3

Processed on: 2018-11-11T23:17:04.660Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2015…02…229_tony_martignetti_nonprofit_radio_20150227.mp3.909178051.json
Path to text: transcripts/2015/02/229_tony_martignetti_nonprofit_radio_20150227.txt

Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host oh, i’m very glad you’re with me. I’d be with acute gloomy oh ah glow mary alone a fry tous if i had to drink in the idea that you missed today’s, show the convening world there’s a new model for convening your organisation at what used to be conferences and opportunity collaboration is an example, so for wilkins is opportunity collaborations ceo and auctions and cash calls part do auctioneer bobby de l’art continues the conversation from the december twelfth show last year to get you to high performing auctions and cash calls at your events on tony steak, too. Between the guests and the newsletter that may interest you, we’re sponsored by generosity, siri’s hosting multi charity five k runs and walks nufer wilkins he’s been convening and connecting people for social change for over a decade, it started when he co founded the highland city club, a membership community of three hundred change makers in boulder, colorado. Now he leads opportunity collaboration, a global network of twelve hundred non-profit leaders for-profit social entrepreneurs grantmaker cz impact investors, corporate and academics building sustainable solutions to poverty nufer created conveners dot or ge, a group of over one hundred fifty fellow conveners and accelerators in the impact space opportunity. Collaboration is on twitter at opp call o p p c o l l so far, i’m glad you and i are convening in studio. Thanks, tony is a pleasure to be here. Thank you. I’m glad you’re glad you’re with us from california. Yeah, all the way. Good to see you again. Thanks you’ve been you’ve been getting people together for for a long time. What do you think? Non-profits are not really doing so well around what is the typical unconference sure, i mean typical conferences as faras i’ve experienced them tend to be pretty hierarchical, pretty stratified there’s a clear dynamic between the folks who are there to seek re sources and the flukes that air there to potentially offer those resources and it creates it creates division and and there isn’t a lot of opportunity, really, for what i find a lot of conferences advertise as being available, networking time to meet each other. That’s really you’re sitting in a meal that’s the most. Time you get but there’s a speaker so you don’t get much time, speak there’s ten or fifteen minutes in between conference sessions. That’s that real isn’t really lead to a relationship building, correct? Yeah. All right. What? What are what’s going on it? Convenience dot or go where? It’s being done smarter? Yeah. Eso for conveners dahna or you know what? Ah, what i realized in in my four plus years of being the ceo of opportune collaboration, tony, was that there are a lot of other conferences out there espousing this model of bringing people together, bound together by a common passion or purpose, and figured out ways for those folks to coco come outside their silos, potentially connect potentially share ideas, and resource is hopefully elevate their own individual efforts as well as the broader space. And yet in in some very thick, ironic way, we the folks who are hosting those conferences where everyone else weren’t actually coming together ourselves. So we were we were we were not practicing. What we preach on there was we were fairly silent welchlin your own silos, we were fairly competitive. We were redundant. We weren’t sharing ideas and research. Is pretty. Classic, classic walk little and talk metaphor. Okay, so you created conveners now are are non conveners welcome there? I mean, you can they can they learn something? Sure. Yeah. There are some folks in the network that are called advocates of folks who, you know, they attend a lot of conferences. They perhaps sponsor various conferences. They’re interested in the circumventing world that large, but they may not be running conferences themselves. Okay? And then for those who are it’s ah it’s a lot more robust. Give us a sample of what’s what’s their correct yes. So, you know, over the year and a half that we’ve been around, we’ve hosted, i think about a dozen meetings for for these fellow conveners. And the first thing we we decided not to do was host another conference. More hypocrisy. So instead we ah, we saw the the more readily available function of just tacking on meetings, out of respect of events. So, for example, there was a medium computers at opportune collaboration last october. There’s a median commuters just recently at the global innovations summit in silicon valley. And for each of those meetings is a chance for us to come together like i said before share it is and best practices potentially find ways to work together and try and elevate our individual efforts as well as the broader space we’re gonna have plenty time to talk about opportunity collaboration because i was there last year and i gave about it. I block video blogged it and lots of things. Your ah, you’re you and your wife are both in the space together. You are three convening in lots of lots of different levels. Jury in yeah, after and perhaps marriages a deepest form. A collaboration of that could say so myself e i don’t know if its deepest but a pretty damn close. If not, how did you two get into the space this together? Yeah. Eso a man there’s. Ah, i will never forget this, but so my life is incredibly brilliant. She’s, a stanford mba grad, and before that, she was working for being in company large management consulting firm in san francisco. And at the end of her stanford mba program, bane and company approached her and said, hey, joining, you know, if you’d want to come back to bein, we’d give you a promotion? We give you a big fat raise, we pay off your student loans. Oh my and and we both you know, we both consider the offer. And in the end we decided that we were much better suited in terms of a fulfilling life, to offer our expertise, our education are privileged area say, to try and making the world a better place. And it was right then and there that we decided not to go down the corporate route and instead searched your passion and are and hopefully our purpose towards the world of social change on. And it was actually after i finished my my master’s degree, which is an education, not business. From where? See you, boulder, i’m not involved in colorado that we started that we co founded the highland city club together, which in essence, is a for-profit social enterprise with the membership model that was focused on convening, in other words, bringing people together, who otherwise wouldn’t have found a place to connect and figure out ways for them to form these relationships. And today you both work for opportunity collaboration, correct. Yeah, yep. That’s how did that come around on? So actually, my wife and i, after founding the highland city club, we we had a stint where we actually live down in mexico for about six months, right after our first kid was born. It was a chance to just get to know him and who we are, his parents and that way, that’s. Remarkable. Yeah. First six months of your child. Yeah, exactly. I don’t. I don’t. I don’t. I hope i don’t let something meaningful like that. Go go. By the first six months of your first child, you left the us and you moved to mexico. Correct. So we’ve found in the highland city club it was a sustainable social enterprise and, you know, everyone’s telling us as we were as my wife was pregnant, life was going to change, writes the cliche servo you don’t know what’s coming next, and we actually we took that to heart and very proactively made the change ourselves. So we hired replacements to run the city club for us sold everything we we owned and basically drove down to this little beach town on the coast of mexico, found a place to rent and took six months off. Sort of. A professional sabbatical. Just to be with this little guy that we had birth. Yeah, and figure out who we were, his parents. And what sort of valleys wanted put in place of the family? That’s? Incredible. That’s. Really? It was it was amazing. That is unique. Yeah, i’ve ever heard a unique in my life. Congratulations. Thank you. Thank you. Thank you. Doing it. Thinking of it, dreaming it and activating your will tow to make it happen. It was a big leap, but the sort of soft landing was there for us. And then you came back and life was still the united states was still here. Your lives were still in place and where’d you move. So yeah. So it’s essentially, the bank account ran dry down in mexico and we came back and again through the stanford business school network found ah, job running. A very high end luxury resort outside of telluride, colorado. My wife had an interest in hospitality, and we, you know, we love staying at fancy places. So we figure what the heck, we might as well give this a shot. We did really well, professionally. It was actually ranked in number. On all inclusive luxury resort in north america, while we’re their goodness and we turned a profit for the first time in the resource existence, so clearly we’re doing something right, but lo and behold, the second kid showed up there and had to go to and as happened with the first boat out of this time, is santa cruz, california not nearly as remote? But now i just i love the thread of first of the two of you collaborating professionally, a job after job and and ah, and convening masses of people that sit in each in each instance boulder to telluride and tell you run with opportune glamarys opportunity collaboration back down in mexico, let’s go out a little early for a break, sam, and when we come back, of course tofu and i are going to keep talking about the convening world, and we’ve got lots of live listener love stay with us. You’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding mobile giving event fund-raising direct mail and donor cultivation, really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Welcome back to big non-profit ideas for the other ninety five percent let’s! Send them live, listener love and let’s let’s start abroad actually, this this week chennai, india gin on china ni hao, india i don’t know how to say hello and welcome, but live listen love to you in india, tokyo, japan, osaka, japan. Konnichi wa, cairo, egypt. I don’t believe we’ve had cairo before. Welcome live listener love to you and seoul, south korea on yo haserot coming, coming ah, local fort lee, new jersey, las vegas, nevada, new bern, north carolina live listener love to each of you give a local america. We see you live tweeting. Thank you very much. And bobby de l’art, we see you in the studio. Okay, jay z, thank you for tweeting that picture and we will you and i’ll be talking very shortly. More live listener love to come in case we didn’t mention you let’s talk about the opportunity collaboration i have a lot to say, but you’re the guest so i’m looking to let you start, try to keep my manners why is this so unusual? Attractive to people coming back year after year? What? What makes this such a special ah unconference gathering, you know, you know, i think it starts with the people, first of all, tony. So in my mind, eddie, any good, convenient conference, etcetera is about eighty percent the quality of the people that are there and twenty percent sort of design in terms of the structure of the event. Eso in terms of the folks that are there, it’s, just a incredibly high caliber, influential, very collaborative group of folks all focus on solving poverty, and they come at it from many different angles, so you’ve got for-profit non-profit funders practitioners like you said earlier corporate academics, media folks. Ah, host of individual actors, consultants, authors, artists, etcetera on dh they’re just they’re amazing folks. They’ve all had their own experience, their own passion, their own purpose for building a better world. A big part of it, i believe, is the is the love of collaboration, correct? They want to meet lots of other people and spend lots of time at the on site doing that, you know, getting to know people, you know? Yeah. So let me, you know, the other twenty percent is probably worth talking about at this. Point so, you know, we call ourselves an unconference first of all, so our founder, jonathan lewis, who i know has been on the show before, you know, his his his the reason why he started it this way was that he actually attended enough traditional conferences out there that he developed, we called a bug list all the things that pissed him off around the way that most conferences in structure, and you talked about it before tony, i mean, it’s the it’s, the fact that a lot of folks come to these events, too, to make these connections with other people and yet it’s so sporadic it’s so random there’s not a lot of attention paid on that piece, and instead you put the sage on the stage, every insistent auditorium, south seating. Most of folks, they’re on their ipads or their laptops, checking up on email anyway, and then they may bump into a few people in the bathroom breaks in between so inopportune collaboration we’ve done away with all that it’s no plan arrays, gnocchi notes, no power point presentations every session is a dialogue in a conversation, literally a circle of chairs in the room. And furthermore, we put a tremendous amount of emphasis. In fact, half the day is on this sort of how consent s’more personal interpersonal work that we all are going through as it relates to arm or external professional work and it’s during that interpersonal leadership exploration that people truly bond in a really authentic way. They set aside their institutional affiliations, you know, their titles and they say, you know, look, this is who i am. This is why i care about this stuff. This is what i’m good at this, but i’m not so good at, you know, this is what i this is this is who i am. This is my story and people people get it’s a really authentic bond with the result of that. And then upon that authentic bond, the more professional partnerships and collaborations either sort, attritional networking that you see most events is cultivated. A lot of what you’re talking about is around the colloquium cz corrected every morning we have a colloquium that lasted izzie in ninety minutes or two hours, two hours, two hours, four days, so eight hours with singing two hours the beginning of each day, like eight to ten before there’s, anything else available is like breakfast and then your colloquium for two hours, same group of people each four days and and you do you build, you build these relationships and oh and it’s a very safe space, too, to share what you’re because we’re all working each of us, a sze yu said in coming out of from different angles and perspectives and nationalities and countries somehow to reduce poverty, eliminate poverty. But it’s, just these colloquium create a really a really safe space sabelo more about yeah, i’m glad i’m glad i’m going to talk about that, tony. I mean, then first of all, it was originally designed by the folks at the ass and institute for anyone is fairly with that work. They do a similar exercise in terms of bringing people together small group conversations that are expertly moderate and curated typically theres a syllabus of sort of a set of readings or videos that people view are read before they shot shoretz sets the tone for that experience i’m and you know, at this point, six years later, after the sort of first set of the cloaking it’s definitely morphed it’s. Definitely sort of evolved andi this point, actually, it’s ah, we’ve got a new partner in the opportunity irish in her name is akai, a windward of the rockwood leadership institute and a kaya and the rockwood leaderships institutes focuses all around this type of exercise bringing leaders together, helping them deal with mohr. That internal personal work as it relates to the external work and with kyle’s leadership what’s happened is that the cloak iam has become almost like a home room environment during the course of the opposition collaboration. So, you know, you mentioned these bonds that it’s a chance to sort of reflect the rest of the experience back with a trusted cohort on, and we’ve even seen at this point over the years that we’ve done this, that these cloaking groups span beyond the onsite experience. So some some groups have taken upon the cells aa schedule monthly videoconference calls this the way to check back in with each other and make sure they’re supporting each other in the way and the way that they did on down in mexico in october, some folks find ways to come together and regional sort of offline space to reconnect either. In south sets, there was a group of large and it’s it’s. Ah it’s, you know, it’s a it’s, a pure group. It’s a chance to really sort of feel like your in community urine family. You’ve got two tribe now? Yeah, well, put another feature of opportunity. Collaboration is the all the time that’s available for four one on one meetings or you know, however, but there’s a lot of unscheduled time, correct and part of that khun b thie effect of that can be overwhelming, which is why they’re having this morning colloquium to check in within this regular group. Each of the four mornings is really so meaningful, but but, you know, so it sort of says we’re ticking off features of opportunity, collaboration and a smarter way of convening people. Let’s say it’s a little more about all the free time. That’s a very great i’m first it’s ah it’s worth clarifying here that we take over the club med for five nights for two glamarys there’s nobody there, there’s nobody there no more than that. And there’s. No storm outside. Guess it’s, everyone who’s there is involved in some way or shape reform. In the opportune collaboration and therefore in poverty alleviation on and throughout the fourth phase, and i bought this place with you and that in itself is just very comforting everybody i see whether they’ve got their name badge on or not i know is part of the reason that i’m there that’s and you can have a conversation with them, no matter what. Yeah. So you know, in in terms of the in terms of the venue, you know, it’s, not attritional conference centre there’s, no satellite hotels, there’s, no outside restaurants, everyone’s i guess incubated there five nights, they don’t have to go anywhere, so we eat together. We sleep, you know, we sleep there, everyone’s in the ocean occasionally, or playing tennis, meeting to a wall, the fun recreational activities that you normally see the club matter at the delegates disposal while they’re there and, you know, as a result of that sort of inclusivity, if you will, that the incubation of the delegate community, the free time is where we see a lot of the most amazing sort of partnerships and collaborations emerged because they’re constantly interacting. People are so well taken care of their relaxed you know, people wear flip flops and bathing suits all over the place there’s no business suits and people just have a chance to let their guard down and really sort of sink into those one on one connections that everyone typically creates, that most conferences that i go to let’s deal with something quickly that i think is kind of is very short sighted, but we’re talking about poverty alleviation, and we’re at a club med in stop of mexico for the people who for the room that’s an obstacle let’s, let’s deal with why’s that not incongruous. Thank you. I appreciate that. It’s it’s definitely it’s. Certainly something would come up against over the six years that we’ve been doing this and for good reason. I mean, that the opulence of a club med it sits in the face of the poverty that we’re trying to solve. However, with our founder jonathan lewis’s vision there’s a couple clear reasons why we’re there first of all, it’s one of actually happens to be one of the rare sort of all inclusive resorts where we could bring this thing together. I don’t cost that was acceptable. More importantly, we hosted in mexico of because not only do we want to actually have a local impact in terms of the poverty that surrounds the club med, and we get delegates out into the community and connect them with local non-profit leaders, etcetera, but mme or perhaps more to the point, we want these leaders to come outside of their comfort zones a little bit, we want them to make an effort to be there, we want them to feel like this is something that they’ve they they can really sort of discard their normal day to day cells and sink into something different on dh finally, you know, with with club med, there’s, there’s initiating relationship? Actually, we’ve worked very closely with them to help them become more sustainable tto help them beam or better stewards of the local economy, and frankly, you know, because we’re there were one of the were one of the rare exceptions there they’re down season and a lot of folks are employed because we’re there, so we’re creating economic development locally, we’re giving delegates a chance to serve retreat from their day to day and in the end, it’s ah it’s, one of the rare venues that we’ve found that it’s actually conducive this type of thing, another important feature of opportunity collaboration is all the support that leads up to the gathering, especially for first time attendees. I know i had three conference calls, one was a one on one and then two were maybe too were one on one. And then one was a larger group. Let’s talk, say something. Explain the why that that support leading up? Sure, yeah. Then this is you know, this is part of our model for every delegate tony. So you know, we call ourselves an unconference and that certainly relates to the fur the on site experience itself, the five days that we’re together and stop. But it also relates to the experience leading up to that on site and the experience afterwards on dso for everyone who in rules and the opportunity collaboration, we take it upon ourselves to reach out and try and have a conversation with them before they show up and it’s along the lines of. Okay, what are you interested in achieving from being there? What do you need to get out of it? To accelerate your mission? What ideas? And resources can you contribute to the delegate community? How do we best plug you into the very souls of services that we offer? How do we connect you with folks even before you show up on dh? So it’s a chance to be in a very high touch, ways to curate the networking that hopefully naturally take place there. And furthermore, as he said for first time delegates, we have a very robust what we call ambassador program, which is probably one of the least one of the conference calls you had where we work with a team of delegates have been there at least once before to help contact and communicate with everyone who’s coming for the first time to make sure that they’re that the new delegates are are assimilated a few hill into this unique collaborative culture that we create. You know we do our part in terms of making sure delegates are taking advantage of the tools and services, the sort of the concrete mechanisms that are available to them. But it’s the ambassadors job to be like a softer cultural guide for the opportune collaboration just for myself, some of the some of the impacts. That there were two outstanding guests that i had ah, nina service dahna and nina channel core, both of whom i had meetings within the ocean because meetings in the ocean and the pool are very common. That’s right? There’s, lots of meetings over meals, too there’s lots of scheduling going on, you know, you have to you have to keep track of your own calendar who you’re meeting for breakfast, lunch and dinner, but, yeah, i met lena and nina, both in the ocean on dave, and they’ve been on the show that’s great. You ah, you just recently compiled some of the some of the impacts. Yeah, the outcome outcomes. Yeah, yeah, yeah. So, you know, with our founder’s vision tony again, jonathan lewis and his creation of this, the last thing i wanted to do is create another talking has conference where nothing happened, right? So in other words, if we found that we were having some sort of concrete impact e lena, nina being on your show, lots of other examples of that we would stop doing this, it we wouldn’t we don’t exist to serve our own mission. We exist to serve the mission of the delegates there there on and we very therefore closely track outcomes as it results to people’s experience that the opportunity i wish you would do that number of ways first is pretty for most conferences, you’ll see a survey after the event concludes say, you know, how do we do? What happened exeter are survey is very shorts about four questions long one of those is exactly on this outcomes piece, sort of what what has happened for your what do you think will happen for you? And furthermore, as it relates to what i was saying before around sort of the pre event, high touch conversations that we try and have with every delegate, we do that on the back side of the onset experience, too, so that we have a one on one conversations with virtually every who’s there, and we get a very clear granular understanding of, you know, what did they see as a result of this? What connections that they make? What re sources that have they gone or what? What contribution do they make? Toe other delegates organizations in their work on and in that way? We’re very closely tracking those outcomes now. In the end, it typically falls into two buckets there’s the quantitative outcomes that we we pretty much exists for in terms of people getting funding, people getting hired, you know, people joining people’s boards, organizations actually emerging together and partying and very concrete ways, but there’s also the softer side of this, which relates back to the cloaking experience on dh it’s, the qualitative outcomes you know, i hear time and time again that people have current, quote, transformative experiences because of their time at the opportune clolery ation, and that means potentially reconfigure leadership style, potentially falling in love again with this work, a lot of us khun suffer from burnout every once in a while, it means lifelong friendships. We’ve conceded couple weddings as a result of being people bigger, the offgrid ditigal aberration. But it’s the softer side of this of this of this work and our outcomes that i love you. I’m an anthropology, guys, so any time i can see, i can see those sort of the shift, if you will, in peoples in our lives as it relates to the artwork. That’s amazing for me. I know that for myself, as i said. The remarkable outcomes just just for me. Part of what you ah, what you say is that you warn, you, warn people, new to opportunity, collaboration, that they’ll be ruined for other conferences, right? Yes, i’m afraid so. Look, it’s just it’s a very different type of event, let’s xero that i loved, and i’m looking forward to going back. We can’t wait to have you there, tony, just about thirty seconds left. Tell me what you love and maybe even bring your wife and i don’t know, but about this convening work that you do yeah, you know. So during the second opportunity climb oration, my wife and i’ve been working closely with jonathan’s, the foundry of the co ceos. At that point, our third son was born about two weeks before that second event, which meant i was going down by myself. My wife was staying at home with a two week old, a two year old in a four year old andi i was running around like a chicken with my head cut off that first that first time because it was really the first time i had stepped into my own sort of power, if you will is a professional on dh yet if i took a deep breath about halfway through step in the ocean and it hit me, tony, this work is my life’s calling on, and in fact i got my dad, on the phone a few minutes later, i think i said, hey, dad, i think this is why you among got together thirty five years ago, like this is it, you know, this is really it, yeah, so for wilkins, thank you so, so much my pleasure to see you again. I know we’ll be in touch, there’s, lots of information, all the information you need about opportunity. Collaboration is that opportunity. Collaboration, dot net, and on twitter, it is at o p p c o l l told her thank you again. My pleasure, thank you time. Tony take two and auctions and cash calls part do are both coming up first generosity. Siri’s you know them. They host multi charity five k runs and walks multi charity means that for small and midsize organisations, you can host an event with a bunch of other charities coming together, convening, collaborating because none of you could host an event on your own because you can’t have something with twenty five or thirty or even fifty you know it’s it’s, not it’s. Not enough to sustain an event, but you come together small a midsize shops collaborate that way and that’s what generosity siri’s does. They have a charity support team that you actually talked to and that will help you with your fund-raising pick up the phone. That’s. How i like to do business. Talk to dave lynn he’s the ceo. Tell him you’re from non-profit radio, please. Seven one eight five o six. Nine, triple seven of course, there are also on the web generosity siri’s dot com non-profit alumnus jonathan lewis, who tofu and i were just talking about he hosts an e newsletter on social change leadership he’s a very smart guy and it’s his thoughts about the sector? Some of the recent headlines were our social entrepreneurs people are you dancing in a social change silo just talked about that, and my secret is out. You can sign up for jonathan lewis is e newsletter which i get at cafe impact dot com and that is tony’s take two for friday twenty seventh of january eighth show of the year twenty seventh of january. Notes twenty seventh of february made the exact same mistake last week. It’s the twenty seventh of february and i am still in desperate need of an intern. But i can blame these mistakes on so i i need that in turn could somebody please get me someone so i can blame somebody? Bobby de l’art he’s with us he’s bobby de l’art b a s he’s, the lead auctioneer and ceo of called toe auction. They help plan optimizing conduct fund-raising auctions he’s also a contract auctioneer in phoenix, arizona, conducting over one hundred sixty five auctions a year from automobiles to collectibles which i don’t think it’s a very big deal. A to see ordeals to collectibles i would like to see, like automobiles to ah zebras or your macca’s or xylophones or whiskey bottles or something like victrola. But right now, he’s only working automobiles to collectibles. He’s, the reigning twenty fourteen us bid calling champion that’s that’s quite significant and a past arizona state auctioneer champion and a world automobile auctioneer championship finalist didn’t quite win that one, but two out of three is very, very good he’s, a second generation auctioneer, it’s in his blood it’s in his family. You’ll find him at call to auction dot com and bobby de l’art is with us from the studios of cage z and cabe coup in phoenix, arizona. Welcome, bobby d hey, tony. Thanks for having me. It’s. A pleasure, what’s the, uh, what’s this b s after your name b a s. Well, b a s is it’s a designation by the national auctioneers association and say what it means is that i’m a benefit auctioneer specialist, that i’ve been susan special training spent a lot of time in the classroom and have learned from the leaders in the industry to apply the latest techniques and services. Teo, raise more money for our clients. Okay, so even though you have lots of automobiles and collectibles in your background, you you do an enormous amount of work with non-profits yeah, that is my specialty and that’s and that’s my focus that’s also my passion, just like tofu had said just before the saying, you know, he’s figured out why he’s on this planet this is why i’m on this planet. I love this i love helping groups raise more money and changing lives has your has your voice feeling today? My voice is good today. I’ve had a long week of auctions sold over a thousand cars this week. I had a big fund-raising weekend last weekend, i have another big fund-raising weekend coming up this weekend and in another one next weekend. So i’m i’m gargling my throat coat, tea with lemon and honey in it, you know, constantly staying hydrated, okay, i used co two sometimes if i’m my structural store before show, i used to have a coat because i’m going to ask you to give us a sample. There you are. You up for that? I am i always that is okay, you know, why don’t you? Why don’t you go go on for, like, ten seconds or so? And because i love this stuff is like you. Why don’t you just go on? Dh, you know, but in case you can’t hear me while you’re going, you know, stop after ten or twelve seconds or so, please, i can do that, bobby d all right, so this is just an example. Ladies and gentlemen were at a fundraising event and we have a beautiful trip to new york city. Are at ladies and gentlemen, what a bit of it on this one and give it a twenty five hundred dollars it twenty, five hundred. Three thousand now thirty five. Thirty five hundred dollars that’s going for a good cause. And thirty five four thousand forty five. Five thousand. Thank you. Fifty five, six thousand and five hundred seventy five, eighty, eighty five, ninety five taels ten thousand dollars. Sold it right there. Ladies and gentlemen, ten thousand dollars give the man a big round of applause. He just made a lot of change in the room tonight. Thank you so much, bobby. D i love that. Thank you very much. Although, i think ten thousands of cheap for a trip to new york. But that was that. Well, it was late. With a private dinner with tony martignetti oh, it’s. Definitely cheap. Done are you? Can you just risked. You just made it even more valuable. Is you’re still telling me it’s only ten thousand dollars. All right. No, i love that. You know, there’s a lot of ability and that to me. I don’t know now, but there’s a lot of hair, but a habit. I mean, there’s a lot of sort of syllables in there that aren’t words, right? No, there are words, it’s. What? We are working freezes does robert head. But i had what you saying there had been a habit? What? What i’m saying i’m saying, can you bid or would you bid? How about to bid, you know, twenty five, get a bit one get it, teo, get about three. Three now. Four okay? And and those words build the melody and the melody kind of turns into a we’re trying teo put the bitters into a trance were trying to hypnotize them with that melody and and and and people get drawn into that just like you got drawn in in the last ten seconds. That is why we chant that’s, why we put those words in there and create that melody in that rhythm and that flow the people they become drawn into this and they want a bid. I guess i could almost feel your hands going in the air when i was when i was calling it is it’s melodic, as i think i said was he’s thinking if i didn’t say it sounds, it sounds musical to me is definitely melodic, all right? Well, yeah, i love it and you’re a championship and everything a champion snusz there now. We’re following up on the december twelfth twenty fourteen show when i had neil bogan, yolanda johnson and tracy dreyer on, and they were talking about auctions and raffles and cash calls and and you, you are so passionate about this, you did a video to follow-up too just give additional advice and your perspective on on all three of those areas. But today you and i just can’t talk about the auctions in the cash calls you have. You have some advice around mobile bidding for auctions? You talk about that? Yeah, mobile bidding is the new technology that’s really emerged in the past few years that’s come out toward you when you’re at a fundraising gala or a fundraising event on and everyone has the silent auction, will the mobile bidding what this is is that you’re gonna be ableto bid right on your cell phone? You know everyone has a smartphone now these days and iphone, android and there’s these new technologies that will allow the silent auction to run on your on your smartphone, whether it’s an apparatus it’s on a web browser, but what this does is it allows if using attendee to bid on multiple items without having to go from item two item two item and having to write on the old fashioned bid sheet. This allows everyone in the room to bid kind of from where they’re standing. If they’re in a conversation, you can bid on more than one item within just a few seconds, and the most important part of this is when you get those last few minutes until the silent auction closes everyone’s able to bid on all that multitude to items where is the old fashioned way with the bid sheet, you would only be able to bid on one item because, you know, although everyone has these. Sharp elbows and nobody’s going to come and bid on this item. But then you miss the other ten items that you wanted to bid on because somebody else bit above you. By using these mobile bidding to technologies, you’re able to bid on a multitude of items, and we’re finding that groups that are utilizing this, they’re raising another twenty to thirty percent within their silent auction, and sometimes more because they’re able tio have morbid on their items and that’s what you want? Morbid, more money, more change. I see. And that’s for the that’s on the silent auction side the’s the those applications okay? Yep. Let’s move to the er to the stage on the big setting. The big room where you’re on stage there’s. A lot of lot of theater involved in this. If it’s done right that’s absolutely right. And in a great fund-raising auction event, it is like a theatre it’s the production and we want to create that that that great donor experience once they once they walk into the room, you know we want that big aha moment. But then everything that’s said on stage we want to use that to build into what we, you know, the cash call or the fund a need. So the the live auction is going to build into that, you know, any videos or in person speakers that are doing the appeal they’re gonna build into that now included in this theater is people who are no you you and the organization know in advance are going to bid ah lot of times we do know, you know, that there’s prepared bidders that are ready to bid, but then a lot of times it was just this past weekend, we had a gentleman in the back he was, you know, he nobody knew who he was, but he ended up buying one of the trips for ten thousand dollars, and all of a sudden this gentleman steps out of nowhere, and he he invests in this organization and purchases ah, fabulous trip, and we didn’t know he was there because he had bought into the auction theater that was going on what’s great about the auction is it becomes an interactive theater that everyone in the room is a part of. You may have bidders that are bidding, and they’re directly involved in the auction. But then you have the rest of the audience. They’re clapping along there, encouraging there, there, there, there, helping that energy build and build well, yeah, i mean, the whole purpose of the theater is to get more people bidding, right? I mean, you don’t you don’t know all the bidders in advance. Well, yeah, you want you want you’re going to find within the live auction you’re going to see about five or ten percent of the actual audience be participants within that. But then that auction theater engages and it excites the entire room and brings everyone together, you know, that’s, that’s keys that engagement to allow everyone to feel a part of the event now on the other side of prepared bitters, there’s something called shill bidders, which are evil people talking, talking about people, people? Yeah, kind of that kind of a naughty word in auction shell bit, eh? Yeah. With in the last episode that you had talked about this, you know, that was brought up. And it was it was, you know, they were talking about having bidders that we’re going to bid the items up and the events that i like to work. With and then the clients that i work with is unnecessary. We wanna have his pure of an auction as possible. We want teo provide a how you say it transparent as auction is possible well, too, because sometimes if someone finds out that they were in that room and they were bidding somebody up, then that looks bad on the organization. I would rather have a pure auction and let everyone in that room participate. And if you do prior proper planning and marketing of these items, as well as your development with your donors that air in the room, your items, they’re going to reach the level that they need to do, but they probably will go above that is well, because once you ties the item like in exciting experience, the new york city and you’re having dinner with tony martignetti uh, and then tie that to the mission and the cause, you know that then that’s when you know that’s when the big dollars come out, it’s, not what they’re e-giving were not what they’re getting, but how much they’re giving to make this change happened with the organization of their choice. So those shill bidders are not real. They’re not really going to buy it. They’re just they’re toe inflate the price. So that’s, why that’s? Yeah, they’re donordigital yeah, they’re they’re the artificially inflate the price. A lot of groups think they need that. You don’t need that if you’re working with a professional benefit auction here now i watched some of your videos. You have a little talk technique may be this is standard this’s why we’re here. We’re all here to learn where you’ll give you’ll getyour award the prize to to the two donors to bitters sorry, i should say two bidders, but you do this. It’ll use something where you you have the person who donated the auction item there at the foot of the stage and you like you pull them over and say, listen, could we give these to two people going? Can we give this to both of these people? And now eyes that that’s arranged? I assume sometimes it is. But then sometimes it’s not what you wait. Just, you know, two weeks ago we had a lady that was donating her house in a rocky point. It was a big condominium and she got caught. Up in the spirit is well too. She was like, wow, we’re selling this for two thousand five hundred dollars. You know what? I have access to this whenever i want. If we can, you know, double the money we’re raising right now. Let’s, do it again. We actually ended up selling it three times. So that’s a great tip for organizations if they can prepare that, you know that your donor that’s donating an experience or a house or something like that toe, ask them, you know, are we going to be able to sell this again if we reach a certain level more times than not, the donors say yes, we want to raise as much money as we can. But then sometimes if the donors in the room, they do get caught up in the auction and and they’re like, yeah, let’s, sell it again. Let’s, raise some more money in the crowd loved that would be a part of that thie excitement when you talk to the person right at the foot of the stage and you say yes, she’ll do it. And that way, on a winner here we got a winner over there seventy. Five hundred dollars each. We just treyz fifteen thousand dollars. Hey, better get anna kat again. You’re getting. But hey, would you bid? Could you? But its xero it’s just love. I love it, don’t you sounding great, buddy? I well, now that you could be an auctioneer, now that i know what the heck you guys air saying, i thought it was all i just thought it was all nonsense syllables in between real words, i hey, would you be good? You be today, would you? Okay, it makes a lot more sense now, sort of workable, love, love, good love this. Okay, let’s, go out a little early for a break and bobby de l’art. Now you’re going to keep keep talking about auctions in cash calls part do, including, why is he, bobby d? Why is that so important? Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they only levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guest directly. To sign up, visit the facebook page for tony martignetti dot com. I’m peter shankman, author of zombie loyalists, and you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. More live listener love detroit, michigan are veda california, san francisco, california sun, west sun city, west arizona and there there’s multiple masked us we don’t know where you are, but if i didn’t shut you out specifically live listeners love to you also, but we just can’t see your city and state let’s go abroad. First time from the united arab emirates someone’s listening in abu dhabi welcome live listener loved to you and give local america thank you very much for tweeting so actively using the hashtag non-profit radio. Love it. Thank you. Okay, bobby d why is what? Why i come? I can’t just call you bhabhi. What? Right after you want to have to be bobby d well, bobby d there’s so many famous bobby d’s that are out there, you know? And i’m proud to be a part of him. You know, you got robert duvall, robert de niro, robert downey jr. So i get to ah bee of that high echelon of other bobby d’s. Alright, but they don’t go by bobby d though they at least while i call i call bob de niro. Bobby. But, you know, very few people do well. There is only one there’s, only one bobby d auctioneers. So it’s kind of a branding thing. And in all my clients and my friends, they’re all us. Give me. Okay, bobby d, what is this d stand for and i always go d’s for dollars. I’m gonna help you raise more dollars. Oh, my goodness. All right, all right. I mean, i could be tony am. I could go around tony, amaar or tony. My middle name is joseph. I could be toni jo, toni jo jail toni jo it’s. Uh, it’s, uh, starting to sound like a porn star, so i don’t don’t forget to scrub the tony. Joe, i don’t want to be toni jo after all. Um, let’s move on, tio cash calls now, because the auction is supposed to set us up for the cash call, right? We’re building enthusiasm for the in this event. Yeah. That’s absolutely right. The live auction builds into that cash called builds into that fund to knead. It stirs the room up into a frenzy and it and it really relieves a lot of tension. Most donors know why they’re there. They’re there to give money. And whether they give it in the silent auction in a raffle and the live auction, but we want to utilize all those tools of fund-raising to build into this cash call that’s really key? Okay, and explained what the what the cash call is so everybody’s common ground here. All right, so the cash call or we call ah, the call to action or the funda need is an opportunity for everyone in the room to give at a level that’s meaningful for them, whether it’s a million dollars or a dollar we’re going, we’re going toe open the giving up to everyone and usually, well, well, most groups will have a specific need, like i’ll be working with a group this weekend and they’re going to purchase furnishings and appliances for their emergency family shelters for homeless families, and we’re going to try to furnish all sixteen of these units that night. It’s, about seventy five thousand dollars is what we’re going to try to raise, and we’re going to start our giving at ten thousand dollars, and then we’re gonna go to five thousand and then twenty, five hundred and then a thousand five hundred to fifteen and one hundred. And we’re gonna ask for just open donations from the floor and that’s that opportunity for those that have, you know, that wouldn’t make a larger investment, they can give it that level, are they could give it a smaller level, but everyone together collectively as a family is going to come together to help us purchase these items toe fully furnished. Thie needed shelter apartments. So how does this work then you’re you’re shouting out different numbers, different, different giving levels. Hey, but attend everything’s already able to give them out, and then and then people are committing to that level, and then you moved down to the next level. Is that how it works? Well, it’s a little different than that? Usually we’d move them will move from the live auction, which is what we call competitive bidding, and then we’ll have some transition, whether it’s an in person speaker or a video or a combination, but within the production in the theater of the event, we’re going to transition from that competitive bidding where it’s exciting it’s, energetic, it’s fun, so we’re going to move in a little bit more somber, more serious note toe where, lady you know where your speakers that they’re going to talk about the impact that the organization and the particularly the donor’s dollars has had on their lives, and they’re going to ask those in the room donors like them to give the family, you know, two more families, you know, like, like those on stage and then that’s where i change and and benefit auction your specialists can change that, that kind of that tone that we have instead of, you know, being fun and flashy, we move in a little bit more, more inspiring and more serious mode right now, ladies, and heard the change that your dollars can make would you be able to give a donation and make a contribution tonight to change lives just like this at ten thousand dollars level. So that’s that’s kind of how kind of transition i say. All right, so it becomes a lot more more, more sedate, but still enormously, enormously valuable. Yeah, enormously valuable and then also enormously effective, because when you you start with that and you make that transition, we call that first gift. We call that the spark that’s going to start our bonfire of giving. And then what happens is you move through the levels everyone in the room becomes a part of this collective e-giving and everyone in the room gets to be a part of the change that’s being made in that room at that moment and it’s very inspiring. So you’re moving from competitive bidding to collective e-giving that’s absolutely that’s the transition from auction to cash call okay, is the the first bitter at that highest level? Is that usually someone who’s prepared? I prefer that and a lot of times what, that that lead gift, you know, they’re the icebreaker that i what i call the spark they do. Ah, i need to get to leverage their donations. So a lot of times you’ll have these donors that have been with an organization for many years. They want to make a big difference, and they want to make it a big impact with that. That donation and what happens is we can leverage that donation. So let’s say, ah, family is willing to give ten thousand dollars if they’re willing to be our lead gift. Usually what will happen is we’ll we build this big emotion, we build this big balloon we fill it with all this air, and when we asked for ten thousand dollars and then there’s a bid card that goes up in the air at that time, everyone in the room is like, wow, okay, we are doing this. We’re here to raise money, and then that momenta metoo continues to build and build and build. So there is theater involved in the cash call portion too, but we’re just we’re in a different emotional level. Yes, that’s absolutely right. Okay. Okay, now we just have about two minutes left. Bobby d you, like tio recommend pre swiping for for payment. Explain that. Okay, so priest wiping is, uh, uh can go along with the technology bidding platforms, there’s a lot of different companies out there that provide that. What that’s going to do is that’s going to create a ease of donation retention after the event? So where if you just do paper, you know, and people you hope people would check out? Ah, they’re going to be able to pre swipe their credit card beforehand, and then they’ll be emailed an invoice after the fact so they don’t have to wait, especially if they’d just given the cash call, they don’t have toe wait to check out. They could just enjoy their evening and then leave. But then if they don’t do, if the organization doesn’t do a priest’s wife, then they’re going to be chasing money. They’re going to be wasting a lot of time, you know, going after these donors that forgot to check out and then a lot of times it goes the other way instead of inspiring donorsearch of the donor’s become embarrassed that they that they forgot to check out and sometimes they’re like, well, i was in the heat of the moment and i gave and maybe that’s not as much as i wanted to give, and then it actually turns on the other way. You did. You’re not bringing donors in your turning them away, so i highly recommend a priest white but all the events, that idea just about a minute or so left. What is it that you love about this work, bobby? I i love using my talent and my passion to inspire more donors to give more than they ever thought was possible. I see myself as a cog in this wheel of fund-raising i mean, and in the congo, the wheel of changing the world and and if i can inspire a donor and excited a donor and in kate, engage an entire room to give mohr those dollars do equal change in people’s lives because the more money we can raise, the more lives we can change. So buy me applying the skill and the talent that i’ve been blessed with, i am able to directly affect so many in this world. Bobby de l’art, benefit auctioneer specialist, you’ll find him at call toe auction dot com thank you very much, bobby d, thank you so much, tony, for having me on my pleasure next week. Eight areas of non-profit excellence from the non-profit coordinating committee here in new york city. I was moved by an event i went to last year where they they rate charities based on eight very detailed and specific criteria, and we’re going to talk with thea, executive director of non-profit coordinating committee, and the and the woman who organizes this entire competition about what those eight areas of non-profit excellence are. If you missed any part of today’s show, find it on tony martignetti dot. Com. Our creative producer is claire meyerhoff and sam lever, which is our line producer, shows social media is by susan chavez, susan chavez. Dot com and our music is by scott stein. You with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist. I took two or three years for foundation staff, sort of dane toe add an email address card, it was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gifts. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for February 20, 2015: Mastering Millennials & Your Board Calendar

Big Nonprofit Ideas for the Other 95%

I Love Our Sponsor!

Sponsored by Generosity Series, a nationwide series of multi-charity 5K events that provide a proven peer-to-peer fundraising platform to charities and an amazing experience for their participants.

Sign-up for show alerts!

Listen Live or Archive:

My Guests:

Derrick FeldmanMastering Millennials

Derrick Feldmann, co-author of The Millennial Impact Report, shares the research on how 20-32 year olds connect, get involved and give to causes they’re passionate about.  (Originally aired December 13, 2013)

 

 

 

Gene TakagiYour Board Calendar

What belongs on your board’s calendar and agendas? What should they discuss? Which actions should they take? Gene Takagi is our legal contributor and principal of the Nonprofit & Exempt Organizations law group (NEO).

 

 

 


Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

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

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

Sign-up for show alerts!

Sponsored by: GenEvents logo
View Full Transcript

Transcript for 228_tony_martignetti_nonprofit_radio_20150220.mp3

Processed on: 2018-11-11T23:26:03.791Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2015…02…228_tony_martignetti_nonprofit_radio_20150220.mp3.222359834.json
Path to text: transcripts/2015/02/228_tony_martignetti_nonprofit_radio_20150220.txt

Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. I ran a bit to get here we have a listener of the week. They’re big, big fans of non-profit radio always sharing posts on twitter, give local america this week, they tweeted, you know we’re going to our two you were fans and can’t help ourselves! I love this! Follow them on twitter. They are at give local fifteen in twenty fourteen, fifty three million dollars was raised throughout to smash that in twenty fifteen give local day this year is may fifteenth. Give local america thank you very, very much for loving non-profit radio i’m glad you’re with me because i’d be hit with actinic keratosis if i got exposed to the idea that you missed today’s show mastering millennials derek feldman, co author of the millennial impact report, shares the research on how twenty to thirty two year olds connect, get involved and give the causes that they’re passionate about that originally aired in on december thirteenth, twenty thirteen also your board calendar what belongs on your boards, calendar and agendas? What should they be? Discussing which actions should they take? Jean takagi is our legal contributor and principal of the non-profit and exempt organizations law group neo on tony’s take to a social change e newsletter on my latest stand up comedy gig, we’re sponsored by generosity siri’s hosting multi charity five k runs and walks and here is mastering millennials. Derek feldman, co author of the millennial impact report, shares the research on how twenty to thirty two year olds connect, get involved and give two causes they’re passionate about. We’re improvising a little bit right now because derek feldman, who wants to be in the studio, is supposed to be in the studio isn’t in the studio, but he’s he’s on by phone in a cab, we’ll find out exactly where he is. Derek feldman leads the research team on the millennial impact project and is ceo of achieve, a consulting company he co authored caused for change, the why and how of non-profit millennial engagement published by wile e he roots for he writes for philanthropy news digest of the foundation center and the huffington post impact channel on twitter. He’s at derek feldman spelled with two ends derek feldman welcome thanks so much, tony. I think i’ll be there with you soon. Okay. Where are you self? Tell me where you are. Well invited tunnels. So know what side of the city. And so i think i’m about ten minutes. So our eight minute ok, the tunnel. Which time we have a bunch of tunnels which tunnel you near that lincoln? Oh, my god. You’re what time did you leave? Where’d you leave from indiana, i think. Well, it’s, a lot of traffic, but i’ll be there. I promise. Don’t worry. We’ll get okay. All right, now, that’s. Ok, we can improvise by phone, and then we’ll get you here when you get here. Um what you tell us why we should be even be be studying millennials? Why did you, uh, it was an interesting time is i was looking at, uh, how to understand that i connect with just donors in general about five years ago or so i looked at how we can help clients and individuals better engaged just donorsearch general and one of the most interesting things that they started to do that i realized that millennials, those in their twenties, early thirties, although some disagree with the cut off its roughly in the early thirty, thirty one thirty two, i started to see some interesting differences between how their connection preference and how somebody who is a boomer had a preference true as well. And i thought boy thieves are the donors of the future. We better start trying to understand what their expectations are supporters so that’s kind of how it kind of got me interested in in the discussion, okay, and what’s the the history of the research you’ve been at this for several years. Yes, so we are embarking upon the fifth year of the research we’ve had the last four years. We’ve really focused and brought down that sort of engagement to focus on, as you mentioned, how to connect, and then how they involved, then how they give study marketing communication messages, solicitation of churches and so forth. And so this is the study of the reported twenty thirteen with the fourth year of the study, and next year we will be in our ship of the chronicle of philanthropy. How melanie alumni are engaging with their institutions, why or why not from their expectations as well and then in addition to that, be focusing on the corporate causing gatien inside. So how employees millennial employees in particular our viewing, they’re causing gatien through their company and what they want to have happen? Okay, so the first don’t know we’re talking about the ages twenty to thirty two, right? Is that that’s? What? Your research. Okay, yeah, i know. There’s some a cz you mentioned there’s some no questions about where the age cuts off, whatever what? What’s a general. Why what’s not, but what? Your research was twenty to thirty two. Correct. Okay, okay. And i’m sure that there are differences within that group even write a lot of twenty year old. You’re not like most thirty two year old. Yeah, absolutely. And this is something that we’ve had teo look at overall when it comes to even social media engagement and sure, amy can talk about that well, the first year that we did the study hi uses a facebook and even in our own studies, over the course of the four years, we have seen facebook and the younger peer the generation, those twenty to twenty five that uses the cleaning high uses of instagram image. Based type platforms like pinterest and so on, and so their differences between that and even as we look at the upper end of that, right? So those that are in the early thirty’s, late twenties where starting family and they’re still in tropic exploration and sort it right in the middle. I like to say and there at a time where it’s not necessarily there giving to a lot of causes, and they’re starting to be much more, uh, sophisticated in their types of e-giving approaches so it’s a big age range, lots of changes going on. New technologies are always fabulous. That changed some of this, but also in combination of technologies, we see the actual individual going through their own philanthropic exploration. Well, yes, okay. Studying on individual basis as well, right? I absolutely do. You have you have any objection to the term generation? Why? No. In fact, you know, here you want it like generational terms and letters and so forth that craigconnects and wind and summer climbing season the next one. Now in that at all. I think the one thing that we are seeing is this trend of, uh, discussion around, you know? Do we have to this label, you know, millennial millennial? Or is it just somebody’s in their twenties or even a young adult and so on? I think that will move away from the term millennial in the next three or four years, our studies, we’ll look at other things, but but if in terms of just using that that name and knowing slideshare it does help some people understand what? Yeah, i mean, that’s, the advantage of having phrases that we understand. So i was just curious. It doesn’t matter to me what i’m happy to say millennials. I was just wondering if there was any particular, any objection you might had to gen gen y or something. Okay, all right, so the first really sort of phase of long term activity with non-profit is connecting. Yeah, absolutely. What do we what do we see among among millennials and how they get connected and what it is that moves them to connect? Exactly. So we have this’s an important feature that a z we were even looking at the continuum of involvement, right? So how somebody moves from hearing about a cause to pure action, what they’re doing, and so on way sort of been in this been in this mood that that we have to help the millennial move along and educational component that helps them understand the issue that caused issue, much more importantly than necessarily the institution or the organization itself. Uh, so what we have what we have really looked out over the course of the last couple of years, how can we better position? Because issue to try and connect with millennial interests in order to get them to act or commit to the cause? And we have discovered that when the issue is really at the forefront because that’s what they’re sharing right shared common value and shared common issue the individual tenth have hyre reactionary. So this would be an example of saying, if you care about giving water to everybody in africa, well, you know, join us, participate, we’re leading with the issue versus saying this is who we are, these are the three things we stand for all that other stuff just like it because you heard about the brand right now, and so we’ve got a little bit of differences between those and the connection point have been much stronger when we focus on the issue. Okay. Interesting. So that that’s that’s really, the affinity is for the cause. Now, i just heard a little background noise. Does the cab driver know that he’s in a recording studio? He does, doesn’t he actually has been really great. So i have to get my cab driver really good. Yeah, make sure you give it up. Give it generous. You make sure you give a generous tip and and if he’s any kind of performer, ask him if he’s a performer, maybe he could be on right now. Really focus. Okay, okay, i don’t know. Plus, i don’t know if he has a sag after card, so we may not be able to let him on if he’s not in the union that way would be able to do it anyway. And and in this, in this connection phase, the the millennials are what? How extensive is their use of oven organization’s website? And we have just like, a minute or so before before our first break. Yeah, very, very, very important. We’re seeing that one of the first things that millennial does is look at the digital environment in which they’re attracted to from the issue so here’s a good sort of play on how we’ve seen action happened. Mooney a was interested in cause some impulse repeats it might be from a peer still use google we directly into website, digital environment and from that environment they do a couple key things. One is they’re trying to figure out if the issue necessarily does not what they’re wanting to do. The second thing is understanding how that organization our cause is related to that issue, and then third is going to a social network to see how they’re talking. And so we’ve seen that happen time and again, as we do usability testing and so forth to watch them do that what’s also important in that non-cash bro, quick is the use of the imagery to compel them to act and perform at least in action in the digital environment first. Okay, excellent there’s a lot. There we’ll stay on this subject. Subject what? That what? That connect continuum looks like it’s. Very interesting starting going right to digital website. But then switching to social okay, stay with us. You’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Welcome back to big non-profit ideas for the other ninety five percent let’s do a little live listener love mainz, germany welcome live listen, love to you, hyung zhao, china and shanghai, china knee how and social korea anya haserot i decided to start abroad with live listener love today from a cab on the west side, somewhere between the lincoln tunnel and seventy second street. Derek feldman, co author of the millennial impact report we’re talking about mastering millennials, so derek so the the non-profits website in the long term is not not as important to the connection, but initially it sounds like it is important. Yeah, it is. And tony really excited i’m actually here. Oh, you’re downstairs. Okay? All right, so why don’t you push the button for the floor number two and i’ll just speak while you’re while you’re on your way up, okay. Derek has made it to the studio at one twenty five west seventy second between columbus and amsterdam. There was one time when amy sample ward had to run. Frequent listeners will remember that and she will remember as well. I know she’s listening somewhere. Um, she had a run here and ah, little tap dance and she was a lot of breath, but it was no big deal. Derek derek took the civilised way. He took a cab so he will not be out of breath. He’ll be all poised a soon as he walks in and it’s very exciting. I can hear the elevator door opening and he’s actually, you know, he did not take the elevator. Derek feldman actually coming up the stairs, i’m pretty sure didn’t want to wait for the elevator because we’re ah, we’re only on the twelfth floor, so he’s going to have now we’re on the second floor. Um uh he’ll be here shortly. Um can tell whether he took the stairs or the elevator. The person on the stairs walked past, but so what’s interesting about the, uh, the use of the website is, as i was saying, it is important in the beginning, but then after that it’s ah it’s a switch to the social to the social platforms, so they’re clearly needs to be ease of transitioning someone from your sight too twitter, facebook, instagram, you know, however you believe you’re going to be connecting if you want to keep millennials. Engaged? All right. Derek is here. It’s. Okay, he’s. A lot of breath. But he did take the stairs and it’s only as something. One storey walk miree looks cool. Welcome, derrick. Hey there. How are you? Great. Welcome. You don’t get out the year. The second person to do this, amy sample that same problem. Ah, months months ago when she was still here in new york, she had she had to run. Okay, so take a breath. We were just talking about i was just recapping, like the importance of the website and the importance of making sure that it’s easy to jump from this website to social channels. Because that’s what millennials want to do for the long term for the longer term? Absolutely. So what will also see from there is is that we will watch a millennial initially taken action on a site, but it also has a sharing component so it could be something like sign a petition and then shared with your friends and then also going to their social networks. Todo eso quick called action on the site zacklin on the website exactly, but because what we really want digital sites to do is help the millennial commit to the cause issue, right? So it’s, if i want water? Yeah, are you in for helping with water? A small action and then also saying, great. Now we want you to share your experience. This is where we share ours. You share ours too. Okay? The er and so so the website becomes less important people. You oh, you know, you know, you’re not finding millennial’s going back to the website very much after first first connection. Correct? Well, that’s sure. Yeah. And so the website has then become much more of ah, platform than to to continue to act upon so later on, there might be email campaigns, solicitations, those kinds of things, but whichever would drive back to the way exactly, sir, if they’re driven there. Well, they’re certainly going back. But if not driven, they’re getting long term information from the social network. Exactly. Okay, now, part of your study included video, right? You were watching people interact with non-profit websites? Yeah, we did use their testing. And so besides us just saying, hey, this is what we found out. We thought we should actually put this stuff in front. Of millennials and get and record their reaction to it. So we performed. We had about a hundred millennials nationwide that we put different types of solicitations infront of communication messages, digital experiences, we had them go through websites tell us what you like, what you don’t like. Tell us what you didn’t like with a solicitation. Why wouldn’t you give for? Why would you? And so all of that way actually shared some of that on her site. We plan to do more and share more of that in the next year. Well, i’m thinking of it. Why don’t you give the earl where people confined the research and downloaded? Yeah, so all of the research is available for free and thanks to the case foundation stephen jean case foundation want in washington who’s really been helpful in allowing this for the field, and you can find that at the millennial impact dot com. Excellent. Thank you, dahna since the website is important at the connection phase, should we be thinking about being mobile optimized? If we’re going to be optimized for millennials? Absolutely. This is something that’s been really interesting even around the text space first year we did this study haiti happens within two weeks after we started with that? Oh my gosh, where, you know the study is the real researchers will be flawed and later on, even in this year when we look at text e-giving overall it is remains in that year we did the haiti ans and it was eighteen percent of our pool had text to give this last year we had about eighteen and a half percent that have text to give. So for the last four years in our city and i can’t say everybody else’s studies, but in hours we have found that it’s been a little constant. What has risen during that time is the use of mobile engagement for transacting and so forth. So going to a mobile friendly website and then actually donating are taking a cause action after a connection, of course, comes involvement. Exactly what we what we see around involvement generally before we get specific s o i think the trends about eight, nine years ago wass in the field at least let’s create a young professionals group. That was our way to get to get millennials and young professionals right so segregated. Yeah, always like that in all good intentions, right? We figured that if we create this group, they’ll see they’re like minded friends, they’ll do certain things, and at the same time, they’ll be able to actually learn from each other and get more engaged in the cause. But we were doing something very interesting is that we’re still we’re separating them from the true cause work of it. All right? So what we have discovered is this full integration together and secondly, is that we have to, as causes, allow an opportunity for our millennials and quite frankly, any age volunteer advocate to do things with us in a very short amount of time. So as you and i sit here right now, and if i wanted to do cause work for ten minutes, i should be able to do that and have that opportunity, and millennials want that too millennials they’re wanting the opportunity to actually be together at times, but also independently work and do cause work out the day when they can’t doesn’t mean i have to go down in the soup kitchen. How could i have the soup kitchen virtually as well? So that’s the trend that we’re seeing ok on dh also a lot of learning if there is going to be volunteer work i saw i saw references in the study too learning online versus making learning online available. Yeah, one of the biggest complaints millennials have told us is, you know, i go to a volunteer experience the first half hour is you teaching me what i’m going to dio and their complaint is, i don’t know if you know this, we live in an a on my environment, you can train us online prior to us getting there. You khun witt you know it’s an extra half hour, you’ve wasted thirty minutes exactly okay also a lot of interest in connecting with like minded peers, right? Seeing that as the reason for volunteering exact right? And so some the initial engagement of causes either happens by themselves or with peers in pierre. Engagement is really hype, you’re fund-raising it’s high with millennials and so on and when it comes to peer involvement, it’s the same thing. But here is where we get really challenged is that our organisations are not necessarily set up to do peer involvement tight service so for instance, if they go to the soup kitchen while randy, you’re over there. Derek, you’re over here and you over there, i know you all came together here and you wanted to do this is appear thing, but we’re going to separate you and that’s another again, another complaint that we’ve heard wait, talk about pure fund-raising or peer-to-peer fund-raising our runs, walks and rides popular very they are very, very and, you know, i’m not, and i think run race, walk is an incredible opportunity to expose people to cause work. The question is, what do we do with it? After that, we had about sixty three percent had participated in a run race walk in the highest one of the highest fund-raising components besides just giving out right as well, event based, i’ll fund-raising too. And so once we get this opportunity where we’re bringing our friends our peers altogether, and this is where amy can talk as well, that then how do we convert that to true engagement? The thing that a board of directors will do is say, oh, my gosh, derek brought ten of his friends. These ten friends now loved the cancer society that’s. Not true, they love america and they don’t love necessarily the rest. And so we have to be really cautious and we have always viewed, and we’ve put out some stuff there to say that you have to have a chain a drip campaign to engage them back in the cause because in art, as you said, connect involved, give we’ve skipped connect involved in pierre fund-raising and went directly to the give. Now sometimes we try to educate them as quick, but we haven’t had them act on behalf the cause except to give. So we got to rework it a little bit more and get them to act now to the next step. Okay? And one of our sponsors like to leave this in his rally bound, which does software for runs, walks, rides you say you say, what do you say? Runs, races? Walks was a run walk race, it’s all the rights is in there doing that right now. We’re gonna work it all in. Okay, after we are we’re connected to involved. Now we get to giving and again generally, you know what? What do you see from the group? That a man. Our population. Probably has the least available to give right cash wise non-cash wise, i’m not and that’s not the only gift that people can give. Yeah, so i’m glad you mentioned that because i do want to make a statement that is we have looked at millennials, they view all the assets they have as valuable to the cause and that asset goes b the traditional form of philanthropy is time, talent, treasure? Well, i will have to come on here and say that there’s actually an expanded view for millennials, it is skill that they have it is the time that they have it is the money they have and the network they possess, their ability to tap into that network for you end too, in their voice, i mean, they’re considering all of those equal assets and opportunities for causes when it comes to giving, we have seen that a substantial amount of the giving efforts have involved peers, as i mentioned a little earlier, and what we do have, though, is this high level of transparency and expectation that there is some sort of feedback mechanism that will occur upon gift, and i’m not talking about the form. Letter that you get after you give right the twenty four hour rule that we want to try. And teo, this is the so we asked you to give us ten dollars, to given at tau africa, you know, help somebody help in individual. Well, in thirty or forty days, i’m going to report back to you how that net actually had an impact on that individual and not waiting a long time on that reporting or that feedback, but actually bringing that shorter within the fifteen to forty five day mark is what we’re really looking at within fifteen days. Yeah, we or at least working on behalf of the cause there’s a great there’s, a great cause to call generosity water if you haven’t checked them out and online, they actually show the process they get through after they get your money. And and the greatest thing any organization can do is communicate along the way. You might not have impact for a full year. It doesn’t mean that you’re not working on their behalf and that’s what we forget and way think that the only thing our donors want to hear is when it’s completely job done. Mission accomplished and we’re not we don’t need to go that george bush, i didn’t mean to do that. Make-a-wish on aircraft carrier mission striked out job done way that’s not the first report that doesn’t have to be the first report job done exactly so and this is where social media engagement is an incredible opportunity we can say all right, you know, after you give in fifteen days, i’m going to communicate with you and say you should check out our facebook, here’s here’s five images that are in our facebook environment right now from the people that were working with on your behalf if you want to continued updates head to our facebook environment because that’s where we can give that to, i would never use the word environment, but but you can see how we can use that social media engagement and say to our program, people, i need you to take three photos of the beneficiaries this week so we can continue to update our donors in real time of what’s going on and so forth and show the people that were actually helping in the cause. So so we have seen that in the use of annual every time we do the study is without. I mean, it happens every time. It’s no annual reports. I don’t want that physical thing. It takes too long, and but we have to look at how millennials are doing things in general, in the consumer side and just in overall is that feedback loops in general have been much quicker. I mean, if you post something on facebook and nobody responds to it, it’s an immediate feedback like i shouldn’t opposed to that as well. So feedback overall in our society has been much quicker. I think the first time i took the g r e i, it took me two months to get my my actual score. You had to wait in the mail, and then the last time i took it, which was a while ago, but they had it would tell you right there, you ready to find out your score? And of course, you freak out right in that moment thinking our life is going to be all dependent upon this next thing, but yeah, how important are pictures, pictures and video very, very important imagery and amy’s, they intend, has been doing some great studies around this to that imagery not only has hyre reaction posting commenting and engagement, then just text does to us well in overlapping text upon imagery, we saw really hyre amar’s high action or its high accelerates meaning either, like retweeting, are commenting or posting upon that. Okay, excellent! Derek feldman is cursed because he was late in december twenty thirteen when that originally aired that caused me to be late today. It’s unbelievable. I i took a cab and then we hit a red light and i jumped out and ran for the last three blocks and derek feldman, i blame you let’s do some live listener love because there’s a ton new york, new york st louis, missouri, new bern, north carolina. San francisco, california. Cartersville, georgia, bethesda, maryland live listener love to each of you podcast pleasantries, of course to everybody listening to the podcast, and i think we’d better start adding affiliate affections because we’ve got lots of affiliates listening, so if you’re not in the live or you’re not on the podcast, but you’re listening from an affiliate affection going out to you and there’s more live listener love coming tony, take two and jean takagi on your board calendar are coming up first. I have to mention generosity siri’s because they host multi charity five k runs and walks, they offer a fund-raising portal and a dashboard and all the social media tools that you need for the fund-raising that’s why you’re in the five k run, andi, have a charity support team that you actually talk to these people. This is not accuse people you talk to to get help with your fund-raising and they handle all the details of the day like the sound system and starting finish arch and the permits and the medals and the licenses and the porta potties what’s a five k without porta potties, everybody’s drinking water, you’ve got to have those, so they put all this together for small and midsize non-profits that wouldn’t be able to host their own event. Events coming up in brooklyn, new york, northern new jersey and miami, florida. Talk to dave lynn, pick up the phone that’s how i like to do business he’s a good guy, he’s the ceo of generosity siri’s he’ll tell you how it all works. Tell him you’re from non-profit radio seven one eight five o six. Nine, triple seven or, if you prefer generosity siri’s dot com non-profit radio alumnus jonathan lewis hosts and e newsletter i thought you might like to know about it’s, about social change leadership he’s a very smart guy. And the ah, this is thies air his thoughts about the sector. I read it. It’s ah scott sort of quirky headlines. But if if those if quirkiness is not your thing than look past those because he has very good ideas but if you love quirkiness, then you’ll love these headlines to and you could get his e newsletter at cafe impact dot com my stand up comedy video from a show i did last month is up at tony martignetti dot com lots of stories that i tell seventh grade unrequited love and revenge for important dating and law school. Ah, it was a really that was a very, very good set. I felt very comfortable i felt like was my best set ever last month and that’s at tony martignetti dot com and that is tony’s take two for friday, twentieth of january twentieth of february. Who? I swear i need an intern so i could blame this bad copy on somebody. Twentieth of february seventh show of this year. Jane takagi is with us. He comes back every month. He’s, the managing attorney of neo the non-profit and exempt organizations law group in san francisco, he edits the popular non-profit law blawg, dot com and he’s at g tak gt a k on twitter. Welcome back, jane takagi. Johnny, how are you? I’m doing terrific, lee. Well, how are you out there? I’m doing great. Thanks. Wonderful. My voice cracked. It wouldn’t like a seventh grader. Wonderful. Um, we’re concerned about our boards calendar this month. Why? No, i think it’s a valuable to just refresh us. We haven’t talked about this for a while. The fiduciary duty that aboard has to the organization, can you can you re acquaint us with that? Sure. Well, in shorthand, tony, you know, the board is ultimately responsible for everything that goes on with the organization. So looking back and seeing how the board was performing both in terms of compliance with the laws and advancing its own mission and having enough money to do to carry on its activities. The board is responsible for that. Looking ahead, looking back but it’s also responsible for looking ahead for the organization and trying to figure out what’s the best way to advance the mission going forward and noting that the environment is constantly changing, fund-raising demands are constantly changing. You may want engage in new activities. Demand for services may be up, so you’ve got a lot on your plate is a board member and the two legal duties that we talk about her the duty of care of exercising reasonable care for somebody in the position of that type of responsibility and duty of loyalty, which means putting the best interest of the organization ahead of even your own interest. And two carry out these duties. We ah, as board members have certain things that we should be looking at month to month and every single year on do you have these sort of listed in dahna suggested board calendar? Yeah, i published a sport art of lincoln about non-profit board calendars, and that was just really teo give non-profits an idea of the type of recurring things that board should. Be discussing, of course, the board should itself prioritize what it believes they’re the most important issues with respect to the organization and get those on the calendar. But i think, you know, being a boardmember kind of a tj thing, we shouldn’t just go in there in the meeting, sit down, listen to report and then rubber stamp whatever did the executive director wants? Do i think we need to really plan ahead for what we need to get done? And you know it? As i said, boards are responsible for everything and the only meet a few hours a month or a few hours every couple of months, there’s a lot to be done and when things should be done, is justus important as if they get done? Sometimes. So you want to make sure, for example, you approve a budget before the year is upcoming so you can provide proper guidance to executive about how to make it, you know, the expenditures and a long list of other item. Yeah. And before we get into all your recommendations that we have, um, that you make a point that the calendar should be set in advance right there. Should be certain things set aside for each meeting back in in, you know, december looking ahead or january looking for the for the full year, right? I i absolutely i think before the end of the year, whether you’re on a calendar, you urine and maybe to simplify things, we’ll talk about a calendar year in november, december, you should map out some of the important topics that you’re going to emphasize the next year’s meetings all over the next years, meetings and planted ahead. Okay on dh, i’ll tell you what, let’s ah, how come we get the linked in your link to an article? Why don’t you? Would you be willing to put that on the, uh, on the facebook page after the after the takeaways or posted this afternoon? Would you put a link to your link to an article in the comments to the takeaways? Yeah, after that, the great ideas located on the non-profit radio facebook page exactly. Cool, thank you. Um all right, so let’s dive into some of the things that should be done. Ah, time and well, it should be done through the year. I like the one that is reviewing. The executive, the executive director’s air ceo’s performance yeah, and, you know, a zoo board were obviously volunteers tip typically, and we’re going to delegate management of the day to day operations of the non-profit toe a manager, we’re not going to be there all the time, so evaluating the performance of executive and how that person is carrying out the management of the organization may be one of the most important things that we have to do, including selecting and making sure that we have the right exec in place. But the performance review, i think, needs to be figured out soon after the year. See again, you can provide proper guidance to the executive in a timely manner and not to delay that too long. So if we’re on a calendar fiscal year, i think that’s your first one of your first discussions, important discussions that you should plan ahead and get on the counter for your january meeting. And is this performance review delegated to the executive committee or some other committee? Or because this is a this is a very this is one of the most important, i think, activities i mean, they’re all important, but i think this ranks up there pretty high. Yeah, well, so the discussion of the executives performance should be done with probably the full board, so that the full board has a chance to provide input on this non-profits range dramatically. And how many boardmember they haven’t committees they have. So, you know, if it’s if it’s an organization that has an executive committee or a governance committee, perhaps that committee could be delegated with actually carrying out the performance evaluation. But the discussion of the executives performance should be done with the full board, and probably again soon after the year end. Okay? And if it’s a smaller board, how would the results of the discussion and the evaluation get conveyed to the executive director? Ceo? Has that done? Yeah. So? So a smaller board might want to delegate the task of actually verbally delivering the performance review to one or possibly two people, two, two directors to provide to the executive director beforehand in terms of gathering all of the information, sometimes that’s done with the consultant in terms of figuring out how tio, what criteria you’re evaluating the executive director on not just financials, but also on programmatic results also on the relationship, on culture of the organization, on how they’re prepping the board of directors and keeping them informed they’re a bunch of criteria involved in soto have have the right type of performance metrics for the board is really important that might be developed by a separate committee of the board, even if first small board they might have signed that toe like two or three or four people to really focus on that let’s move to the program evaluation. And i’m deliberately talking about that one before financials because, well, you and i have talked to you and i spent the whole show one’s talking about the board’s program review responsibilities dahna and sometimes they get gets short shrift behind financial review, so i want to talk about programs first, okay, uh, thank you so much for saying that turn and reminding the listeners of that show as well, you know, non-profits is you and i both know and and i think everybody knows when they really think about it don’t exist to provide tio create a very high bottom financial bottom line, they existed to advance their mission and carry that forward, so ultimately, you need the finances to make sure you’re able to run those programs, but if the programs aren’t actually creating any change or creating any benefit to the intended beneficiaries, then you’re really failing ilsen organizations viewing the programs that you know, along with reviewing executives performance, which will be based in part on how the programs are doing, is of tantamount, important. So yes, i think that needs to be reviewed very carefully in the difficult part about it is how do you measure impact? And i hear a lot of organizations go well, you’ve got to develop, you know, metrics t get that done, and you’ve got to make sure that you’re really advancing the solution to the problem. And so sometimes i think we might be asking too much of some smaller organizations for smaller organization to provide metrics about how they are ending homelessness in the united states might not be appropriate for an organization that’s really just tryingto provide the band age to feed the homeless in their local geographic area and it’s how well they’re feeding those individuals or how many people there feeding that might be really the basis of their mission. And they may be looking to other organizations to really solving the problem through policy and in other areas, but providing the food has a great importance to feed, to feed the homeless in and of itself, and i don’t think we should miss miss out on that when we’re determining what metrics to measure. But figuring that out is the board responsibility. I’m going to try to find that programs show where you and i talked when we take our when we take our break donorsearch my site and see if we can find the date for that show where you and i talked about programs let’s, let’s, move them to the financials. What what is this something that should be done every system in every month? Or and i know this is separate than the budget approval, which we’ll talk about, but should we be looking at financials every single month or sorry, every single meeting? Sorry, it may not be monthly every single meeting i think financial should be shared with with the board in advance of every single meeting and there’s probably a small discussion that deserves to be taken, taken place every meeting, particularly a financial performance versus budget to see if things are going in line with what we expected or if they’re going completely different, in which case we’re going to have to revamp our plans and we figure out, you know, staffing and everything else. Ah, so financial is a small financial review at every meeting i think is important, but a broader financial review after the year end, i think, is really important because that that khun inform how we’re going. Teo, create the budget and maybe the strategic plan, if you will modify the plan for the year a swell. So we we do want to make sure that we’re not going insolvent. That money is coming in is projected or better than projected or were able to reduce the expenses to make sure that we’ve got enough to cover everything. Could this be part of a consent agenda where it’s all reviewed in advance and then at the meeting, everybody just approved that consent agenda and it’s things to be done pretty rapidly? Yeah, consent agendas are such time savers and such an efficient mechanism of long as you put the right things on that consent, you know, agenda. If the financials are going exactly or very close toe what everything was budgeted and they’re no surprises in there, yes, it can probably, you know, belonged on the consent agenda for the the every meeting updates of the financials. In fact, he may not even need to approve the fine financials, so in that case, it’s, not really even part of the consent agenda is just part of the material is given out in advance and maybe a minute or two given for any questions that anybody might have about those financials. But you know there there should be one meeting reserved for a longer review of the financial performance and then certainly a meeting or delegation of budget approval that happens as well. Let me give some live listener love, and they were going to go out for a break for a few minutes. Honolulu, hawaii falls church, virginia and we have some live tweeters gotta think our listener of the week give local fifteen thank you very much for live tweeting and also laurie are finch. Thank you so much, lorie. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked, and they are levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guest directly. To sign up, visit the facebook page for tony martignetti dot com. Lively conversation, top trends and sound advice. That’s. Tony martignetti non-profit radio and i’m lawrence paige nani, author off the non-profit fund-raising solution. Dahna oppcoll buy-in my goodness, i wish he would pronounce his name panjwani kills me paige durney ah, little more live listener love let’s, go abroad osaka, japan. Konnichiwa also in south korea, gun po and soul on your haserot jean takagi the nine ninety nine. Ninety review and you like to see the nine ninety or think of the nine, ninety as as a marketing tool? Yeah, i really do. And it’s been there’s been a really interesting development? Recently, there was a gentleman named mr mallon move that filed a claim against the irs to make sure that the nine nineties are all disclose herbal in elektronik format and an available for public view. Right now, you can go on to a non-profits site guide star, which i know you’re familiar with toe look at night nineties, but those air limited to the last three years unless you have a subscription. I think so. If the iris is compelled to make them all digitized and searchable, that could really create new forms of looking at non-profits at how well they’re reporting that there making a difference in their communities and you know that will really increased importance in terms of fund-raising. In terms of building support in terms of finding collaborators, because everybody will be able to just quickly look and scan through your night nineties and find out what you’re doing and what you say you’re doing and it expect you to put your best foot forward. So if it’s done sloppily or, you know, just just without any care and to think of it, just the financial document anymore is really the wrong way to look at it. So i i think the board needs to get involved and say this may be something that every major donor and every foundations we’ll start to look at quite carefully and we should prepare the night ninety that way. Yeah, excellent thinking scrutinising it like you would other other marketing pieces on and also it’s signed under penalty of perjury by an officer. So write accuracy is therefore important. I wantto remind us about two shows. First, i found the one where you and i talked about you’re you’re bored and its responsibilities around programs on dh that was january tenth, twenty fourteen. The segment was called program you’re bored on then on this nine ninety subject wait, i had a guest, you eat huge tomb who’s a c p a. And that was on the september eighth twenty fourteen show and that was devoted to using the nine. Ninety as a marketing tool. We went through section by section places where he felt you could put ah, much better descriptions than just what you would do for if it was merely a financial compliance document. The way you’re saying, jean, let me say how how critically important heidtke think your show is in terms of sharing those resource is out with non-profits throughout the country, especially smaller non-profits that i think, really value it’s. Thank you, tony, for jean do side lighting there’s so thoughtful. Thank you very much. Well, you’re you bring a lot of that to us. You know, people you know might say, well, why illegal? Why have have legal every month. But, you know, you put a color to it on a reality to it where the rubber meets the road and it makes a lot of sense. And you, you avoid talking about the ethereal and the abstract. And so you bring a lot to jean, but thank you. Thank you. We love each other. See that? Well, i mean, and now he needed ah, alliteration for san francisco san francisco affection. Um, let’s see, fund-raising should also be reviewed, right? I mean, this is obviously this critical critical to non-profits the board is should be involved. Yeah, absolutely. And i think everyone non-profit has a different culture, and i, you know, i’ve seen, like, really interesting debates. I’m sure you have as well about the board’s role in fund-raising about whether they should be actively involved or contributing in some other way, but yes, every every non-profit board should be hyre everyone non-profit boardmember should give i think, uh, something that meat is meaningful to that individual boardmember don’t want to exclude people from joining the board because of income o our economic situations, but definitely a meaningful amount, and they can contribute in other ways a swell by providing volunteer services. They’re acting as ambassadors of the organization, but i think having a discussion about the board’s role in fund-raising is something that should be done every year and possibly bringing in a consultant and talking about things like plan giving don’t you think that’s important, i do funny you mentioned yes of course, of course i do. We’ve had lots of guests talk about the board’s role in fund-raising and they should be the leaders in any initiative, including plans e-giving for sure, the also something that the board should be looking at it is a gift acceptance policy, if if they’re accepting gifts that are aren’t just cash and stock. Yeah, you know, too many times i see provisions that board put in violence and says things like we will accept gifts of any type in any nature is not provide any further guidance about that, and those lawyers were obviously terrified that, uh, some staff person might accept any gift just the report, it said, we will take any gift and some gift gives you really don’t want oh, my gosh, yeah, i’m sorry i interrupted you, but i’m thinking of this one client years ago is was offered like a three foot strip of land that was disputed, so it was like three feet wide by one hundred feet deep, and it was a dispute, a dispute between them and the donor and their neighbors, and this was they were trying to pawn it off on a charity was awful. Oh, my god. So, especially around real estate, but that’s not the only thing that should be covered in your gift acceptance policy. Yeah, i mean there’s some really interesting cases of, like, fine art as well on dh, you know, if you if you receive a contribution to find our but you’re told that you cannot sell it and the maintenance costs of keeping that that fine art are restricted in the grant agreement so that you have to keep it at a certain bear metric pressure and temperature and it’s got to be behind ah, a certain amount of security, you know, the carrying costs of, like, let’s say you get a million dollar painting, you’re so happy about it, but then you find out that it cost fifty thousand dollars a year to maintain it and you’re not allowed to sell it and you’re not a museum. So what you going todo? Yes, yes, jean, we have just a minute left so you’ll you’ll post the the the links to your link to an article let’s, just finish with something that sort of subsumes everything we’re talking about your board in just a minute or so. You’re bored really should be asking important big type questions absolutely so that the board’s role in the fear of management of the ports misunderstanding their role is if the boarding gate isn’t in micro management, the board’s got a look at the big issues that affect the organization. Look at the past aside, i said before to make sure that the compliance and that the financials and that the program is really advancing the mission. They gotta think about looking forward because you’ve got a vast we a changing environment on all levels, on policy level, on legal levels, fund-raising levels and you’ve got to look ahead and really take a look at the big picture and see the forest through the trees. If you’re if you’re a director on the board, we have to leave it there. Gene takagi is bloggers the non-profit law block dot com and on twitter he’s at g tack and if you goto go to his site and read his bio, you’ll see that he has very prominently in the first sentence of his bio. He mentions jean, thank you very much that you are contributor to non-profit radio it’s right in the first sentence of your bio. Thank you so much good to talk to you. Always great talking teacher. Thank you. And i’m glad you’re a part of the show. Gotta do more live listener love quickly taipei, taiwan joined us. Ni hao tigre, argentina, iran and cobb orca mexico live listen love to you next week the convening world we can do much better with much, much better with conferences and also follow-up to the auction’s in cash calls show last december. If you missed any part of today’s show, find it on tony martignetti dot com give local america there are listener of the week thank you so much on twitter there at give local fifteen, thanks so much for your support of non-profit radio. Our creative producers claire meyerhoff. Janice taylor is today’s line producer shows social media is by susan chavez, susan chavez, dot com and our music is by scott stein you with me next week for non-profit radio big non-profit ideas for the other ninety five percent janice taylor what’s happening with our cat stein music. Go out there and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist. I took two or three years for foundation staff to sort of dane. Toe add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno. Two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.