Category Archives: Fundraising Fundamentals

Nonprofit Radio for September 5, 2014: Anniversaries Are Opportunities & Work Smarter Across Email And Social Media

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Susan Gabriel: Anniversaries Are Opportunities

Susan Gabriel
Susan Gabriel

Susan Gabriel, senior associate at Cause Effective, has tips to make your anniversaries–5th or 125th–more than a night or a weekend. They are great opportunities!

 

 

 

 

Alec Stern: Work Smarter Across Email And Social Media

Alec Stern
With Alec Stern at NTC

If you coordinate email with the social channels you’re using, people will have a better experience with your organization. Alec Stern shares his strategies, then tells the story of Constant Contact‘s birth. He’s a founding team member and vice president for strategic market development. (Recorded at the Nonprofit Technology Conference, NTC 2014.)

 

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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, it feels so good to be back in the studio live and i’m glad you’re with me. I’d be stricken with a para fire in jail abscess if i had to swallow the fact that you had missed today’s show anniversaries are opportunities. Susan gabriel, senior associate at cause effective has tips to make your anniversaries with her fifth or one hundred twenty fifth mohr than a night or a weekend. They are great opportunities, anniversaries are and work smarter across email and social. If you coordinate email with the social channels you’re using, people will have a better experience with your organization. Alex turn shares his strategies, then tells the story of constant contacts. Birth he’s, a founding team member there and vice president for strategic market development. My interview with alex were alec was recorded at the non-profit technology conference and t c twenty fourteen a couple months ago on tony’s take two do you know about my other show? We’re sponsored by generosity, siri’s hosting multi charity five k runs and walks i’m very glad that susan gabriel is with me here in the studio she is senior associate at cause effective, she and they provide coaching and consulting services to non-profits on resource development challenges ranging from starting or strengthening annual major donor and anniversary campaigns and increasing board fund-raising to maximizing the strategic potential of special events and anniversaries and that’s what we’re here to talk about on twitter, they are at cause effective. Susan gabriel, welcome to the show. Welcome to the studio. Thank you very much, it’s. A pleasure to be here. I’m very glad you are. I’m glad have a live guest to welcome me actually back into the studio because i’ve been away a while back i am alive your life and live alive cause effective is a non-profit itself we are. What is your work? Helping other non-profits i like to say we have to walk the talk because we are a non-profit where? Thirty, i think almost three years old now, and our mission in life is to help other non-profits build their capacity around resource development. So we’re that’s that’s key for us that we’re capacity. Builders were not the kind of consultants who come. In and do the work and leave necessarily and not so much will come in and tell you what you should do and then leave, but we really sit side by side with our clients and help figure out what are the best strategy? Is what’s going to work for you? And then we’d do an awful lot of coaching side by side, making it work, making it stick. I get a lot of requests for fund-raising consulting, how do we get to the next level? Were mostly founder funded or very small board funded. The board is not effective at fund-raising beyond e-giving from their own pockets and it’s a small boarding. And how do we get to the next level? I believe cause effective khun do exactly that can help those kinds of organisations? Absolutely, yeah, that’s a that’s a question we hear every single day because we’re kind of stuck and you know it can happen to very small founder lead organizations and it can happen very large organizations as well that we’re just stuck. We don’t know how to move it. We don’t have to move the board. We just seem to be living in the past and not be able to really diversify our income streams. We know we need to do that to be smart, to be healthy in the future. And how can we sort of unstick everything and get it moving forward a lot that that a lot that unstick ing is that they’re being stuck in event fund-raising yes, and we’re going to talk about anniversaries specifically, but that’s a lot of what i referrals that i’m asked for our you know, we have an annual gala, we do some events during the year, but we know we know like you’re saying, we know we need to diversify, but, you know, can you help us? No, i the work i do, i cannot all i can do is refer and it’s not an easy referral, so i’m really glad to have found cause effective. It’s a pleasure. I like i said, we hear a lot of that. We talk a lot about year round fund-raising relationship building, so fund-raising is it’s that old thing? Fund-raising is friendraising its building relationships with people year round, building a community of support around the organization and many many of our organizations are stuck on. The one annual event, you know, if they’ve never done outreach to individuals very often, the first thing that we think of is an event. So we do an event and we do the event year after year, and breaking down out of that model is is one of the key leverage points is i see to helping people move forward. That’s outstanding! I said, really glad to have met you and calls effective because i can refer non-profits to you and i hope they come to you were thrilled. Let’s, let’s, talk about anniversaries we have ah, there’s. A lot of potential that’s not being realized. Absolutely that that’s. That word opportunity. I told you when we chatted that that that’s, the biggest word i use around anniversaries is for some reason people pay attention when it’s your anniversary. We know when we have a birthday we have a fiftieth. You know, wedding anniversary. Whatever it is, people will drive across the country. Write to help us celebrate. So people pay attention differently when it’s the anniversary of an organisation and it’s a wonderful time to gather everybody together again. You know everybody who helped make the organization what? It was to say thank you to people to applaud too celebrate the past too, really let people know where you are now and then. Of course especially toe let everyone know what the vision is for the future and how they can be helpful. So that idea that’s one of the leverage points for me in terms of the opportunities that anniversaries provide it’s more people kind of building the team right building the bench so that more people, our thinking about us and reaching out out on our behalf and opportunities or anniversaries are a great time to do that. So clearly it’s already sounding like it’s, got to be more than an evening or even a weekend. We do a workshop very frequently that’s called more than just a party because again that’s part of that stuck thing where people think, well, it’s our anniversary so i guess we better do a neve ent we better do agulla and very often some sort of event. Regala is part of it. You’re not saying that doesn’t belong. No, no, no, no, of course not, no it’s great, you’re going to celebrate, you’re going to invite everybody around, but very often that’s just one of the things, even in smaller organizations that don’t have the resources to do, you know, seven or eight activities during the year are too completely, you know, do a re branding, which people vary off organizations very often do during the anniversary, but even just putting, you know, the fortieth anniversary logo on your website, changing the letterhead, gathering people to celebrate in a different year in a different way. And that idea, you know, looking back former honorees, former board members, former staff, volunteers, donors who were no longer with us and the sort of building back the community touching base with everybody again to say thank you, because they all helped you get you know, where you are today, but then again reenergizing those relationships, so they’re sort of part of the team moving forward. When should we start to be thinking? If we have our fifth anniversary coming up for our one hundredth anniversary coming up, when should we start the planning? Those might be different answers. I mean, if it’s your fifth anniversary, i love it if they’ll start a year out and i know that’s very difficult for smaller. Organizations, you know, very often people wake up and go oops. It’s our anniversary, we better call cause affected somebody just told me yeah, our anniversary’s coming up? Yeah, so the lead time is really, really key cause again, that possibility of reaching out and finding people and and planning, i think, is so important because, again, that that idea of opportunities we always start when we’re working with any type of an event or certain or even an anniversary campaign with your objective and way often asked the question, where do you want your organization to be at the end of the anniversary period? And that’s? Not just i want to raise ex more dollars or i wanna, you know, have three more major gifts or i want to get two more board members, which are all very, very key goals, but there could be lots of different things that you want to accomplish. A new database, a new website you created and, you know, create an advisory committee or whatever it happens to be. So we find that at the beginning of the planning session, if you’ll step back, take a breath and, you know, gather the right. Folks around the table on dh really ask ourselves that question. You know what we want to accomplish in our anniversary, or what can we do now? And what can we build in to be a little bit healthier and stronger, you know, over the next, even three to five years, outstanding. You mentioned we just have, like, a minute and a half or so before ah first break getting the right people who are who are so well now where let’s say we are the six months in advance and maybe it’s our for our audience probably more like their fifth, tenth or fifteenth or twentieth anniversary coming up. Who are some of the right people? That should be in the in those early conversations. That’s a great question and i was pretty pleased with it. I was way asked the question, who might be interested in our work? And that is very broad. Sometimes we have attention. You get stuck on the question of who can we ask for money? You know, and that’s, what will happen if we’re just having one event who might be should be could be interested in supporting our work in some former fashion and then looking at that university people and inviting, as many of you know, representatives from those various groups around the table to do a big brainstorm with us and think together with us about how the organization can meet its goals in the anniversary. And then, of course, ultimately, we hope those people will continue to be part of the solution right part of the team that continues to make the cancerversary a success. This could even be community members, absolutely volunteers, parents, alumni program participants, local vendors. You know, the insurance guy that you know, boardmember sze funders, whatever makes sense, a lot of, you know, government folks are government allies, bring him around the table, and if it makes sense it’s case by case. But you mentioned funders that’s an interesting yeah, funders past current finders there. Well, if they’re interested, right funders future, if you can get them there, you know, potential board members, potential funders, absolute. What a wonderful way to engage them in the work with you. We have to go away for a couple of minutes when we come back. Susan, i’m going to keep talking about anniversaries as opportunities. Stay with us. You didn’t think that shooting getting dink dink dink, you’re listening to the talking alternative network to get you thinking. Dahna cubine this’s, the cook, said about bush senior wear hosting, part of my french new york city, or guests come from all over the world, from mali to new caledonia. From paris to keep back french is a common language. Yes, they all come from different cultures, background or countries, and it common desires to make new york they’re home. Listen to them. Share this story. Join us. Pardon my french new york city every monday from one to two p, m. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future. You dream of. Two one to seven to one eight, one, eight, three that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. You’re listening to the talking alternative network. Welcome back to big non-profit ideas for the other ninety five percent. We got to do live listener love because it’s so been so weak many weeks that i haven’t been able to let’s start here in the us. Shelby, north carolina, levittown, new york and new york, new york live listener love to you also langley, canada in british columbia live listen, love up there, let’s, go abroad several in japan we see tokyo, but there are several others masked or hidden for some reason. Konnichiwa, sweden, paris, france we have a guest live. Listen, love susan, please, for paris, france got you italian, mexico city, mexico. Hola. So korea and inchon, korea also on your haserot our anniversary very impressive. You’re beautiful. Yeah. Finders all with the new york accent. You lost your accent for the for there are parisian er’s. Um, the anniversary it is not well, we already said doesn’t even have to be weekend, but it could be months, right? This could be a long term affair. Could be long term affair could be twelve to eighteen months. Easily, it could easily be even a two or three year campaign. I mean, many larger we’re going to do? And you said you said when do we need to start planning? So if you’re planning an anniversary campaign where you want to raise, you know, five, ten, fifty million dollars you need to start way up front, you know, again, who are the right people? What are the right goals? First of all, who are the right people that we need to gather around to help us reach those goals? And the whole idea of a silent portion of that, you know, campaign before it goes public on raising a lot of money and awareness and getting the branding and the messaging straight before we ever, you know, take it live so it could easily be a year to even two years of planning. I love that it’s not just around fund-raising there all the stuff that you mentioned before the break, like new new database rebranding, i guess it could even be evaluating your mission statement. Perhaps you know, the core values, things. I mean, there’s. A lot of a lot of opportunity here having nothing to do with fund-raising or volunteer recruitment per se, right? Yeah, a lot of organizations do that kind of. Work, they’re doing a strategic planning process right before an anniversary is a great idea if you can pull it off, we do a little mini strategic planning is part of our work with organizations because we do want to take a breath and step back and say, you know, where are we where we go and what do we need in order to be able to get there? What are we trying to build hutu meaning on the team? What kind of resource is will we need to really to really be able to get there? S o but a lot of organizations do doing a formal strategic planning process right before an anniversary before they because that tells them where they need to go on the kind of objectives that they need to have, and it can be programmatic. Absolutely, it could be building the capacity of the infrastructure of the organization, and it is related to fund-raising because if you want to start a new program or, you know, beef up a program you’re going to need, the resource is in order to do that, and you’re going to need that, you know, the human resource is as well, including the people on your board and we have all these people together. Are we proposing things that we would like to be our goals at the end of the anniversary? We’re also listening to what they think we should be doing exactly both. I think i think, you know, because some of these people don’t know what’s really, really well and part of what we want to do, gathering them around the table is to get to know them better and have them get to know us better. I think tow walk into an anniversary planning process like that with a pretty good idea of where you’re going, what you as an internal team think your goal should be, um, and presented to them and share it with them, certainly for feedback. You want to hear what they have to say, but you especially want to here with them in terms of messaging and what might be meaningful to them and people like them in terms of engaging them in the way we want, you know, we want to have a relationship with these folks ongoing. So what would that look like? Please tell us what kind. Of messages you would need from us, our communications, or what kind of events and activities would be most meaning bill to you and people like you. Now you make just slip down a little bit. Yeah, there we go. I want you to be comfortable, okay? And i want people to be able to hear you, um, goals these need to be. I hear this from a lot of guests, but we’re going to reinforce because it’s been a while. Measurable, right? I mean, we talk about smart goals specific, measurable, achievable, and i forget they are in the team, all of those things. But we want, you know, like numbers of new donors. Perhaps if we were talking about fund-raising and maybe what sectors they come from potential channels. I’m glad you said sectors, because that, yes, measurable is really, really important. Just that old adage. Write what what gets measured gets done so as specific as you can make goals, you can say we want to raise more money, and if you raise an extra dollar you’ve, you’ve succeeded. But if you say, i really want to build our major donor effort and we now have five people giving us ten thousand plus and by the end of the anniversary period, we wantto have twenty five, people e-giving us that amount. That’s very, very clear. And justus, you said tony it’s measurable, so we want to be able to celebrate. You do want the goals to be realistic. You can’t be pie in the sky because you want your team to feel really, really good at the end of it. Like we we definitely succeeded. We definitely took the organization forward because that’s a very motivational to keep people engaged. If this is our fifth or tenth anniversary, what do you think are some some reasonable goals? I think you know it’s, our favorite answer at cause of activity. Thanks. It really depends on where the organization is, right? Tell us a story can share a client story about an organization that exploited its its anniversary and did. Well, um, sure, i can. I worked with a dance company whose board was lovely and very committed, but not used at all to reaching out on behalf of the organization and really serving as the face of the organization. The chair was knew he’d never been a chair. Before, it was a lot of work to do in terms of sort of building that second, that second team and by the end of the anniversary period and in fact, during the brainstorming session which i led for them, three meetings of pulling, you know, gathering all those folks, those disparate folks around the table, they had three new board members who were very active and you mentioned before from sectors came from different sectors of the economy. So they brought different collectivity and networks with them, and they’re in a much different place. The board chair, i can say, is doing a terrific job. He knows exactly what he’s after now and he’s out there, you know, introducing the organization to new people into new board members and getting you know it also having a lot of fun. Outstanding. What anniversary was that for them? Ten. Now you have your own background in the arts. I d’oh what? You are an actor. I was. Does that help you in your work? Certainly. With the arts organizations i use you mentioned that it wasn’t in my bio on the on the website. We do put it in my bio. When, when we’re ah reaching out to arts organizations because we, you know, we think they find it that’s fine, i have about half a dozen different bios, one emphasizes standup comedy, one emphasizes plans giving charity registration, exactly downplay everything because i’m embarrassed fundez organization, you know, whatever. So yeah, i have a lot of bios is, well, yeah, i understand it certainly helps me in my training work. We do a lot of workshops, we do a lot of training, you know, in front of boards of directors and engaging people, and being funny and and entertaining is certainly eyes, certainly helpful in that in that work. Yeah, there’s quite a bit of don’t dole training a lot of doll out there. There’s a lot of dollars is a lot of people are paying for it. Unfortunately, most of what we do is free, so i’m really glad that you made that point. You can get entertaining, entertaining smart people for free, excellent. After we have our goals, where what’s our next step in our planning, i think it’s the team again, it’s, who were those people? Who do we need on the team to actualize those goals? Xero an anniversary committee we’re talking about now? I think so. Okay, you start with the internal sort of, i call it the internal working group, but the internal team and then you go external when you’re ready, when you have your your goal is pretty much said, and you know where you’re headed, you’re going to gather the people together that you think can can get you there and his divers a group as possible because they all bring different skills, different connectivity, you know, different levels of commitment, but i think that’s key that’s one of the leverage points in terms of taking your organization to the next level is building the group of people who are serving as ambassadors and thought partners, and ultimately, you know, donors and supporters for your organization, the more people we have i mentioned earlier that idea of a community of support, the more people we have in that community, that air reaching out on our behalf. The bigger and bigger that community gets, and then we can really create a sustainable fund-raising model and it’s, not the same people asking the same people over and over and over again. Now, obviously, we have to take care of them on the other side, the’s a relation in ships with riel humans so we can reach out and raises over exactly if we just forget about them. We can’t expect them to be there the following year if we don’t take good care of them, let them engage otherwise it’s, poor relationship building and exactly were suffering in a lot of more fundamental ways than not getting the most out of our anniversary. Yeah, exactly. Presumably you would’ve invited to these initial meetings some of the people that you’d liketo see on the anniversary committee and you could be gauging their interest in doing that from the from the early meetings. Exactly a lot of those jobs that you is that old, i think it’s a dale carnegie thing of when you ask people for money, they give you advice. But when you ask people for advice very often it leads. It leads to money. So when you pull people together. It’s really? We just want to think together with you we want to get your thoughts. We want your ideas, but part of that is that you’re cultivating them. They’re getting to know its justus you said they’re getting to know you, you’re getting to know them. And very often people who have who have come for these brainstorms they will. Now what do i do? How can how can i help? Because this is great. The other thing is, is getting them asking other people for advice, an anniversary or kind of any day of the week is a good time to ask people for who should we be talking to? You know, if you’re not interested or if you are interested, who else do you know who might be interested to give us a little advice about something? Sametz spur, tease? Open a door for us or, you know, help us with our marketing or the right, you know, crafting the right messages or whatever people there’s a lot of different ways. That’s another thing i like to remember and share there’s a lot of different ways for people to be helpful to our organization’s. Not just money. Absolutely. We have our committee. Now together we start assigning roles, responsibilities, leadership, etcetera and my right. Or have i skipped anything? I don’t think so. I think that’s it. Okay. You have your goals depending. I mean, we’ve run one hundred fiftieth anniversary campaigns where there were seven different subcommittees. You no one was marketing. One was community outreach. One was fund-raising, etcetera, and smart. You know, smaller organizations where everybody’s in the same room together. But division of labour is definitely important if you can get volunteermatch leaders that you feel really comfortable working with to take on certain bits of this work, especially in a small ah, you know, not so well staffed organization that can be really crucial if somebody’ll take ahold of one of the pieces of it and run with it. And then you can sort of be the little wheel that that manages the big wheel instead of trying to manage, you know, seventy five different pieces. Who’s who’s who is shepherding this entire activities? This. And is there an honorary chair? Well, maybe not the honorary chair. Was there there’s an anniversary chair person. It was a volunteer or remember what again, adding, it depends very it depends on the organization and the structure of the organization sometimes it’s, the executive director who’s sort of keeping all the wheels moving if there’s a development director, very often it’s his or her job to do that in terms of leadership and sort of inspiring the group very often, it is that share of the anniversary who’s actually doing the outreach to especially high level folks, if it’s a big ask whatever that amount is very often it’s that person that we’re looking to teo to provide that leadership i’m i’m doing this, i believe in this this is a great opportunity, wonderful organization, and i’m asking you to join me, which is a very powerful and different message than coming from, you know, the development director who who works at the organization, so we love it when we get that peer-to-peer outreach and asking from members of the of the committee and those leaders, you’re absolutely right. Those leaders are key and making sure that it’s successful, what are some of the fun activities events that you’ve seen around around anniversaries? Oh well, you know, amazing things, carnivals and you know different things that people have done with auctions. People we have a wonderful group that i’m working with it. The heart of their mission is is volunteers corporate volunteers reading to young people on their lunch hour? They literally dropped down out of their offices for an hour and reid to the same child week after week. Can i plug them? You go, it’s called read ahead and they are read ahead and they are terrific and they’re inviting celebrity readers. And we had bobby kind of ali at the event last year and he did a wonderful job doing doing his reading from a children’s book. So something that’s very mission centric is is is most profound. I think the worst thing in the world you want to somebody leaves an event of any kind, but certainly your anniversary goes around to the office the next day and says, wow, i went to this great event, you know, it was on a yacht or whatever it was, and somebody says, oh, what group was it for? E? I don’t know it’s something to do with kids, you know? You know? So you really want people to be steeped. In the heart of your work, when they walk out and have a wonderful, enjoyable time, you mentioned quickly look focused a little more on some of the communications that might be different for around anniversary. You have f some advice around the marketing communications part ah, tiny things specifically, mostly it’s, that issue of just making sure everybody knows it’s your anniversary, that idea of inviting them in ah it’s a celebration we want to hear from you come in and be with us. Come to a you know, come to a barbecue in the summer aura, you know, holiday party in december. That idea of really thanking people and it’s very warm and that kind of outreach and also being very specific about about where you’re going and how people can be helpful, i think cause effective has some events coming up that i think we wantto give a little shout out for. Thank you. We do. We have. Ah, we do a lot of the workshops. Thanks, tio. Various and other organizations with which we partner. We have ah, works up. Coming up on october fifteenth at the foundation center and that’s about the development team building. A strong development team between the development department, the executive director and the board and even the program’s staff. And we have a lovely workshops around building your board’s ability to fundraise that we’re doing in partnership with the non-profit coordinating committee and city foundation. And that is taking there’s one in october in in brooklyn and there’s, no one in long island and one in connecticut. Where can we find information on cause effective site on the cause, effective site or and or on the non-profit coordinating committees site for the ones for their or foundation center for the first foundation center for the first one? We do usually three or four workshops there. Ah year. So i’ve coming back. I’ve done training there, too, on plant giving in charity restriction. Not boring, not boring, not boring. That’s what people said, i’m convinced already. Thank you, susan gabriel. She is senior associate, senior associate at cause effective. You’ll find them on twitter at cause effective. And the cost effective website is as effective dot org’s susan gabriel. Thank you very much. Terrific advice. Thank you so much is absolutely my pleasure. Pleasure. Oh, thank you. Thank you very much. Generosity siri’s you know about them, they host the multi charity five k runs and walks and they are a sponsor and so i have to give them shout out what is special about this is that small and midsize shops probably likely can’t generate enough activity enough participants to have your own run walk. You know you can’t go out there with fielding twenty people everybody’s going tto gett there and say, where’s, the party, but you put together a dozen or fifteen charities, and everybody brings twenty or so, and now you’ve got three hundred fifteen times twenty yeah, three hundred or so. So you know, i i just i love the concept of building this community for a day around your fund-raising they have a charity support team that helps you do the fund-raising of course, you get the, you know, you get the dashboard to get the website and everything so that your participants can go and they they in classic peer-to-peer fashion, you know, they ask all their friends, of course that’s all included in what what generosity siri’s does. I like to talk to people on the phone and so ah, you know, pick up the phone, talk to dave lynn he’s, the ceo. They have activities coming up in new jersey, miami, new york city and philadelphia. There are seven, one eight five o six. Nine, triple seven if you prefer the web generosity siri’s dot com do you know about my other show? It is fund-raising fundamentals. It’s, a podcast that i host for the chronicle of philanthropy. It’s very different than non-profit radio it’s it’s quick, quick burst it’s only ten minutes long, it’s a monthly and its devoted to fund-raising topics i usually have a consultant and one of the charities that they’re working with or a client you know, client or former client last month was getting large corporate gif ts we had the president of the wells fargo foundation and the ceo of accelerated schools in los angeles, one of the wells fargo grantees. Ah, i’ve done facebook fund-raising with john hayden getting to the next level online storytelling attracting monthly recurring gif ts creative lacoste thank you’s, lots of others i’ve been doing this for about two and a half years for the chronicle. You will it. It is called fund-raising fundamentals information? Is that tony martignetti? Dot com and so so on itunes and that is tony’s take two for friday, fifth of september thirty fifth show of the year here’s my recording with alex, turn on working smarter across email and your social channels. Welcome to tony martignetti non-profit radio coverage of ntcdinosaur non-profit technology conference two thousand fourteen we’re at the marriott wardman park hotel in washington, d c with me is alex turn he is remember the founding team and vice president for strategic market development at constant contact, alex turned welcome to the show. Thank you, tony. Pleasure to have you your workshop topic eyes grow your non-profit with email and social media, i presume we could be smarter non-profits could be smarter about working across on coordinating email and social. Yeah, for sure that there’s a lot of opportunity with the different channels that are out there today, and i think, you know, email is that targeted kind of private conversation i’ve given you my email address and your now reaching out, communicating to make there’s that opportunity where, you know, where’s, the supporters, the constituents of that non-profit hanging out and oftentimes it’s on those social channels, so when you think of the marketing mix there’s there’s, a wide variety of those options each non-profit for-profit i’ll figure out kind of which channel works for them and where their base is hanging out, but you can you can sort of leverage that communication, get in the conversation and share the things both in email and then replicate those over on the social channel so they may miss it in the inbox and pick it up on those social channels. And how do you know which which social channels you should be spending your time on? Yeah, so that’s a great question, i think, you know, oftentimes non-profits, you know, say, well, no, should i be on all of them? The best thing is really to sort of pick a channel where they believe that their constituents or hang out, they could certainly ask them, you know, are you on facebook? Are you on linked in twitter and so forth, and then test test their way and figure out when those channels get a presence on that start toe post? You know, some of their communications, some of their thoughts, and then really just see the engagement that starts to happen. And then once they kind of get a channel down, then they can look at which other ones make sense to expand on. Okay, so this has to be deliberate and unconscious and not it’s new, so we should be there. Yeah, i think, you know, you know, there’s an investment in terms of your time, for sure as you’re supporting these because you’re, you know, at your inn a conversation so it’s not just sending out of communication and, like you would say for an email that’s going to send in someone’s inbox their going to read it, and they’re going to take action. You’re in a conversation certainly is that expands over onto social and so in supporting that, you just we’ll figure out which ones work on and spend and invest more time in those if that’s where your constituents or hanging out ok, and then you’re good the the value in converting from the from the from the conversation on the social network two two as you call it it’s exactly the private conversation and email, right. And what? How do we how do we make that we start to make that leap? Yes, i think. You know, the as non-profits air supporting their customers and being, you know, all different constituents. So it’s it’s donors, it’s, boar, it’s, their board, it’s, their volunteers, supporters, there’s a whole wide right of different folks that are kind of involved with that. Non-profit and so as they’re in the conversation, say, on social, they could do they ask, you know, at that point to say, hey, you know, would you want to subscribe to receive our our newsletter, and then, you know, when they do that, they can set the expectation in frequency to say, well, our monthly news that air around events, you’re special events, news, you know, alerts about what’s going on with the non-profit and so oftentimes if they get in the conversation on one of the social channels that usually will drive them to want to, you know, go over and subscribe therese, receive some other information via email and so forth. And you suggested in that example you just gave making the case in even in let’s say it’s, even just a twitter ask, but making the case for why you should sign up, not just sign up for our email ar e mail alerts yeah, i think you know, the, you know, from the recipients perspective, you know, that being the constituent, they’re going to make decisions around what they’re where they’re going to sort of of hang out, and if they believe in what the organization is doing there supporting it, they like they like kind of the work that you’re doing there, hanging on those social channels just simply by asking its and sort of setting the expectation of what they would get if they were to subscribe through, you know, you know, the email newsletter, then they go over and and so then you’re going to meet their expectations because, you know, kind of told him i had a time what the what to expect? Yeah, it’s subsumed in everything we’re talking about, but let’s make it explicit. Email is still very valuable for for campaigns of any type, whether it’s money or call to action email is very important, right? Yeah. There’s, no question. You know, when you when you think about sort of the targeted nature of that’s going into the in box, they can take take action with that, you know, with the push of the button receiving that they can go and donate that can click toe, attend the event and very easily with the click of a button, share that to their social channels. So you get the leverage of it’s, sort of a trusted source. I believe in this organization, ivan affinity with with it. And i’ve got a bunch of friends and people that are sort of following me on my channels. So literally push of a button, share it out to my social channels. And then that could engage others to want to take a look at the organization and it’s coming for me. I could put a note. Say, hey, this is that organization i told you about let’s all go gather together, go to the park and teo, you know, the spring cleaning event or attend attend event. You know what? Do you guys consider making a donation as well? So i could be doing and ask of my friends simply by taking the email that’s in my in box and informing that on an email still has very high open rates. Yeah. Still valuable in that respect. Yeah. Eso, you know, certainly with, you know, with constant contact. We’re seeing over ninety eight percent, you know, kind of in the inbox and readable format, so, you know, the great thing is it’s getting there, and then they can easily take action from from that email. What about if listeners are our audiences about nine thousand small and midsize non-profits what about the, uh, millennials? Younger? Like suppose you’re trying to activate, like, i don’t know, fifteen to twenty five year olds or so is email less less? Uh, well, lower open rates among those ages for email and mobile becomes more important. Mobile in text. Yes, i think just across the board mobile in general, about fifty one percent. You know, recent studies say about fifty one percent are sort of opening those emails through through mobile initially, so, you know, kind of half the people are looking at on a mobile device on dso, a cz faras where, you know again, where’s, the audience of that non-profit hanging out potentially the millennials have you on some of the social channels, but you have that opportunity to do the ask on dh as you engage with them to have them subscribe in of course, then they would be able to get their communications v e mail as well. So, so, really it’s a personal preference, you asking you? And if email is not my, not the way i want to communicate with you, i won’t subscribe, and i’ll stick with the channels where we’re having the conversation right, exactly. Okay, um let’s, i know we need teo. We need to go to a lot more detail on, you know, leave. Leave listeners with something they can not necessarily execute, but least test on. Dh. Think about sure as they is there in their social channels and coordinating with email. So what? What? What about your your panel? Is that your i’m sorry, your workshop already already happened. What? What advice did you have for people that we can leave listeners with get them thinking about their own work? Yeah. It’s ah, there’s a lot of places we go with that i think they know there’s some there’s, some kind of key things to sort of take away. I think first, you know, when people were thinking about moving on to social channels and, you know, in my session, folks or start asking kind of which channels or should we get going and others who would be broader and you’re kind of the things we talked about earlier, i think one of the things that, you know, testing their way and again ist is figure out, sort of which of those channels when creating when creating their communications, for example, email there’s. That there’s the ability with one click for my creation of that email toe push those out to the social channels, but i think, you know, for example, fired five tips to why they should support my non-profit i could easily hit a button and share those on the channels that that we’re supporting is a non-profit but if you think about that, if i had these five tips, one thing you could do is, for example, on twitter, maybe do one tip today, right? So take spread those five out into five tweets on dh then so of course, with the same, you know, called action where, then go and see the others if they’d like. So then you have the opportunity and potentially catch someone who may not be on the channels when you’ve put that initial communication out through it. But now you have an opportunity, maybe catch him, you know, because they’re hanging out at the time when one of those additional sort of tweets happened, so i think there’s ways to take take the communication and share it, but also take the content and think about ways to sort of divide that up on dh. Use it effectively across the different channels, okay, um also value in sharing the content that others that others have created maybe an ally. I’m not thinking simply adjust the the retweet, but maybe going deeper and introducing people teo on allied organization that those similar type works maybe in a different part of the country. Or you’ve got a relationship, perhaps on a different level, with an organization sharing their content introducing. And i think at that point you become an introducer of people you’re making making new connections value there, too, and you don’t always have to create your own content. Yeah, so one of the big questions is always around content, and i think you could certainly be developing it on your own because, you know, you could be our authentic self is a non-profit you can talk to the audience about the things that you’re doing, but i think there’s so many constituents right under your soda under your nose that can support support your content as well. So you think about boardmember tze you could think about your supporters, your volunteers, the folks that are actually delivering the services on your behalf and, of course the recipient of those services so there’s, so many different folks that could actually be assisting in writing and developing some content, putting it sort of in the voice of the receiver of service, is that the ones who are actually delivering it? Staff, i mean, there’s there’s, sort of all of those things. But, you know, oftentimes there are complimentary non-profits there’s also different advocacy groups and folks that are talking about the similar topics that you would be supporting us a non-profit and so we would always suggest you could go read some of the content that’s out there and then put some opener in your own words when you’re attaching or sharing some of those things. So from a thought leadership perspective, here’s, why, i think it’s important for you as a supporter of our organization to read that information in terms of the your various internal constituents. How do you how do you empower them? Tio? Be content creators and enable them? And where does that stop, mister? Start with leadership, right? But how do we had a week persuade them that they can create through the content for us? Well, i think you know there’s. There’s a lot of different ways, tiu that ask sometimes you can just start simply by serving out, you know, asking for feedback, right? Few backs, a gift, so just going out to the recipient services and getting their feedback and then sometimes sharing back hey, you know, maybe we maybe we made an adjustment to some of the services were providing or we added another, you know, clean the park day because people said it was so great will want to do more of it. And so, you know, just simply by surveying, getting that feedback and saying, hey, we we heard you were going to add another day, and this was based on the feedback that provided by you are our supporters at the same time, when you’re thinking about your different constituents, anyone receiving services, you know, that gets to sort of the heartstrings of hearing from someone who, you know, i may be made a donation, that person received these services and what it did to them and their family, and then seeing seeing kind of the impact of what i’ve done with the delivery of those services, you know, is a real feel good and so, you know, they’ll be happy to share that, you know, they’re sort of their experiences staff and others that are delivering the services would want to share their experiences in doing so, and that certainly doesn’t feel good there as well. And then you kind of move around those different constituents, the just simply by asking, you know, you’ll find that several people, you know, believing in the organization will want to sort of tell their story from their vantage point. I think volunteers is just another great way where, you know, they’re they’re investing their time, they’re bringing their friends along to assist in volunteering and helping as well. And then, you know, they’re constantly and not even with the ass. They’re constantly always going to be sharing, you know, they attended the event that took photos, they want to post those they want to just talk about, you know, kind of the great experience, they’re they’re investing their limited time, we all have limited time, right? And so and they’re going, they’re going to sort of share on their own. But when you ask, you know, there’s, certainly i would feel good if the organization came to me and said they would love to get your thoughts. You know, do you mind telling us a little bit about your experiences with supporting the organization or volunteering? And people are happy to do that. This is going to require, ah, maybe a cultural shift in the organization. Our content is no longer just created by our web team, our web web person with, with, you know, in a small bits i shot, that could be one person. Dafs you’re listening to the talking alternative network. Yeah. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking alternative radio twenty four hours a day. I’m rob mitchell, ceo of atlas, of giving. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. We’re going tow, tow open, open up the culture, right? Yeah, i think you know it. It’s sometimes it’s an ah ha moment. You know, i actually helped start a couple of non-profits a cz well, sit on some boards and when we have these conversations, it’s sort of like, oh, ok, now i get it, you know, i didn’t even think of them as as opportunity for presenting some content for that we could be sharing. So it is a little bit of a shift. I mean, oftentimes you go rightto folks in marketing or on the content team and you know where they’re just going to be cranking out some of that content. But now they these two can reach out and find some other constituents that will assist. And i had a guest yesterday make the point that you have ah, production facility in your pocket with your average smartphone. Why not? We’re not empower people who are carrying those phones. Teo, his case was make a short video, right? So, you know, i think, yeah, the other thing, you could have some fun with it. So you know, there might be a contest around the organization. Was doing something where they’re like they wanted people to create t shirts, you know, or maybe some some branding around the organization, and so they have a contest and everyone starts creating those. Of course they’re going to want to share the ones that they’ve created they might may have. Well, here’s the top ten list or here’s the winner, of course. What are they going to do there? Want to tell everyone and share it on on their social networks? They look, check it out. My shirt wanted this contest at the local non-profit and so you could have some fun with different different ways to engage them. You probably have an interesting story. A founding team member of constant contact, constant contacts, pretty well known organization, which i’m sure you’re very pleased with. Yeah. What, what? When? When was i mint twisted in the founding of ah, such a ubiquitous company. When? When was the founding s so how did it come around? Sure. So, you know, from day one there was actually there’s three of us in an attic when we started. And then we quickly sort of banded together a great, great leadership team and others toe sort of help in sort of the founding of the organization. When was this? Where with a what year was this the ninety seven and ninety seven beginning in ninety eight? Okay, and so from day one there was obviously with with many of us there was, ah, sort of a passion to want to be involved with. Non-profits and we’ve we’ve supported non-profits from the get go, we’ve gotta cares for kids program where our customers are, partners are employees can all donate an account two of two non-profits that that are near and dear to them on, and certainly once that where they’re sort of supporting educational programs for kids. So we’ve been really active and involved there. Hyre and so today we have over a hundred thousand non-profits that we work with and so it’s, you know, obviously very key key part of the business and, you know, when we started early, i think, you know, one of the early premises were level the playing field for smaller organizations to be able to use the tools that you know, like email marketing against sort of the big box in the agencies and folks that we’re doing for for larger org’s yeah, what landscape looked like at that time, late ninety seven, ninety eight what was available before there was constant contact s o there were certainly some things that were being done on the enterprise, you know, kind of sort of upper end of the market for larger businesses, but there wasn’t present much for smaller, smaller organizations and non-profits and so, you know, at that time and still we see it today, ah, little bit where the inbox, you know, they were using some of their inboxes, you know, sending group based messages and attaching things to those and of course, all the problems that sort of ensued with using that as a marketing channel. And so, you know, as we evolved and creating this very easy to you sort of self self service tool, but but bringing in all of the thought leadership, the know how in the coaching to assist folks because, you know, we have over six hundred thousand customers today, and they’re all small businesses, you know, seventy percent have ten employees or less, you know, fifty per cent of two and twenty percent have one employee, so we’re dealing. With the v in very small, fifty percent have to two employees. Yeah, okay. And so, of course, in the non-profits scenario, there’s a lot of volunteers and other stepping in. And so we had to tow really figure out sort of that success formula. Tio, make sure that teach him how to do it well and help help them succeed at it. And now you have consultants who are who help help do the training. Yeah. So there s oh, there’s all kinds of way that we will assist them today. Last year, we spoke toe over four hundred thousand people locally. So we did about seven thousand events delivered by folks that we have out regional development directors in the field, but also we have authorized local experts that that air trained upto speaking as well and so we’re out, sort of in the communities delivering that thought leadership and best practices. Tto help folks succeed at that. And of course, if someone raises their hand and said, you know, i need assistance, you know, we have marketing coaches that are gonna help them, you know, as they initially get started, we’ve got, you know, sort of support. Any time where they can call on get assistance that way. But if they really do need someone to assist, we’ve got, you know, thousands of consultants that are local, and many that are also, you know, focused in different verticals that can assist them. I want to give a shout to ah maria simple, who is unauthorized local expert she’s a listeners know her very well she’s monthly contributor in prospect research, but she also is unauthorized local expert for constant contact. So i think if you’re thinking about constant contact, you’d like to learn more that no better place to start, maria simple and you can certainly get her through the show’s facebook page through my blaga tony martignetti dot com or her sight, which is the prospect finder dot com super yeah, she’s outstanding. Yeah, so glad she’s part of the show and has been for we’ll be a year and a half or two years, so yeah, um, let’s go back. Teo. Teo to your workshop. Back-up what? What more advice can we believe non-profits with you must have other tips. Things you take aways that you want to share? Yes, i think they’re a couple. Of you know, in terms of what we’re talking about content, i think one of the things today more so than ever, given that, you know, fifty one percent of the folks we’re looking at things on mobile phones a little bit on the less is more so thinking about, you know, oftentimes we want include images and and other things in there are communications want to make sure that the footprint of those air small so that it could be, could be read on those devices a supposed toe, you know, the way often see where have to sort of scroll side to side or up and down to see some of them. This is very important optimized for mobile, right? What do you say? Fifty percent of one percent opened on mobile? Yeah, kind of initially looking at the communication through mobile, so i think it’s really important to think about from the sizing of sort of images, but also make each other there’s an alternative text there if the images is blocked, so they’ll know kind of what, what, what they’re missing, but at the same time, you want to keep the content sort of short, sort. Of shorter and sweeter and you know you’ve got it, you’ve got sort of, you know, the initial two words of that subject line or kind of key, you know, you know, today or don’t miss out or, you know, things around, you know, sort of getting them. Tio tio want to go on and read that so they may look at it, the mobile they may actually, you know, go to the called action and do something there, of course, then you have the back of it being in your inbox. So then go look at the uso the full communication, but we would also guess, you know, if you’re doing a newsletter, you could do some of the initial content on, and then you could do some some sort of tease them with the article and then a link over to see the rest a supposed toe, putting everything in the communication. So there’s some some options there? Kind of, you know, dr them toe wanna click through because, you know, opens aren’t necessarily in an indication of reading, but what if they’ve clicked to go and see something you know, that’s that’s a good indication so as you look at things making immeasurable, i think one of the things that way often see is just, you know, thinking about the call to action and, you know, measurable results, right? So today, someone might say, well, so even, you know, email driving over to social, you know, if we get so many likes or so many shares that’s great, but but thinking about what? What you’re back to your goals and objectives of that communication, is it? Is that really it or do you want to be driving you? No action around, you know, attending our event or, you know, click to donate s o something something deeper than vanity metrics exactly and said it’s and said, you know, set that those goals and objectives so that that you’re mapping your communication to achieve that, and then of course, then, you know, as you go and and you create your communication, think about the leverage of sharing that so giving that campaign and through email, more life, bike by sharing that over on the social channels and as we talked earlier than once they’re on those channels and you, you’re building your building the conversation with, um then doing that ass to get them to subscribe in to get the targeted messaging through, you know? So so you you have the opportunity in that marketing mix to capture them wherever they’re hanging out. So if they miss the communication as ah, you know, because it’s girls through on social, they can always be coming back and seeing that in their inbox to take action. Okay, excellent. Thanks for your advice around. Coordinating email in social thanks to me. My pleasure, alex turn is a member of a founding team and vice president. Strategic market development. Constant contact. You’re listening to tony martignetti non-profit radio coverage of ntc not brought the technology conference. Twenty fourteen. Thanks so much for being with us. Thank you, tony. Thanks to the folks at and ten, the non-profit technology network got more live listener love people joining in kawasaki and shoes. Wacha, japan. Konnichi wa. Beverly, massachusetts. Atlanta, georgia and multiple new york city lots. People in new york city welcome live listener love to you going abroad again. Let’s. Go to china, nanjing ton gene ni hao the philippines air with us. Ireland is with us can tell what cities in either of those countries, we could see la paz, bolivia, though don’t we don’t get too many listeners from south america welcome live listener love and coming back here, mount st joseph, ohio live love to you. Next week we have a seat altum he’s going to talk about using your irs form nine ninety as a marketing tool and also another interview from non-profit technology network. If you missed any of today’s show, you’ll find it at tony martignetti dot com. Remember generosity siri’s for those multi-channel ity five runs, walks, generosity, siri’s, dot com, our creative producers, claire meyerhoff, sam liebowitz is the line producer shows social media is by julia campbell of jake campbell. Social marketing on the remote producer of tony martignetti non-profit radio is john federico of the new rules music is by scott stein. You with me next week for non-profit radio. I hope you will big non-profit ideas for the other ninety five percent. Go out and be great. Yeah. They didn’t think dick tooting. Good ending. You’re listening to the talking, alternate network, waiting to get anything. Good. Come. Join us for the thirteenth annual vigil for international peace and ecology on sunday, september twenty one. From nine a, m to six p, m. Celebration of live music and dance performances. Spoken word human-centered line art installations in a world peace flag ceremony that celebrates the united nations international day of peace. That’s sunday, september twenty one from nine a, m to six p, m central park numbered band shell by the bethesda fountain. For more information or volunteer, go to www. Dot vigil number four. International peace dot org’s that’s, the number four in the earl, or call to want to chip in to five, four, three two that’s a two one, two, triple two, five, four, three two we’ll see you there. Krauz durney you’re listening to talking alternative network at www dot talking alternative dot com now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking. Hyre

Nonprofit Radio for August 8, 2014: Grow Your Sustainer Program & Friends With Benefits

Big Nonprofit Ideas for the Other 95%

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Nicola Bach & Chas Offutt: Grow Your Sustainer Program

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I met Nicola Bach and Chas Offutt at Blackbaud’s bbcon conference last year. They have strategies to build your recurring donors and convert web donors to sustainers. Nicola is senior fundraising analyst at Blackbaud and Chas is lead consultant for their donor engagement team.

 

 

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Gene Takagi: Friends With Benefits

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Gene Takagi continues our chat (from the 200th show) on partnerships, joint ventures and other friendly arrangements that can be enormously beneficial to your nonprofit until they’re not. What can you get into and how do you protect yourself? Gene is our legal contributor and principal of NEO, the Nonprofit & Exempt Organizations Law Group. 

 

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Dahna hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host. It feels great to be back in the studio. Oh, and i’m glad you’re with me. I develop a bees or if i came to learn that you had missed today’s show, grow your sustainers program i met nichola bach and chazz office at blackbaud bb con conference last year. They have strategies to build your recurring donors and convert web donors to sustainers nikola is senior fund-raising analyst at blackbaud, and chazz is lead consultant for their donor engagement team. Also friends with benefits. Jean takagi continues our chat from the two hundredth show, which was terrific show on partnerships, joint ventures and other friendly arrangements that can be enormously beneficial to your non-profit until they’re not, what can you get into and how do you protect yourself? Jean is our legal contributor and principle of neo the non-profit and exempt organizations law group on tony’s take two non-profit radio on exit coach radio we’re sponsored by generosity siri’s they host multi charity five k runs and walks. I’m very pleased to give you this interview from bb con last year on your sustainers program welcome to tony martignetti non-profit radio coverage of bb khan twenty thirteen we’re outside washington dc and national harbor, maryland at the gaylord convention center. My guests are nikola bach on chazz office, they’re both with blackbaud nikola is senior fund-raising analyst and chazz is lead consultant for the donor engagement team. Nicholas says welcome. Thank you be here, it’s a pleasure to have you you’re seminar topic is keys to success for growing a sustainer program jazz why is this sustainers program import? Well, tony, i think the growth in sustainers campaign ignored. I think we’re seeing year every year fund-raising growth large part of online revenue has been attributed to sustainers growth, in fact, two thousand twelve or two thousand eleven sustainers growth contributed twenty seven percent compared to previous year, which is low twenties. Okay, so what what what is the message that you think for non-profits i think largely there’s ah, an investment being made by non-profits to really grow and extend their program, investing into the monthly donors as faras dedicated communication treatment, cultivation tactics actually engage those individuals and the non-profit beyond sort of one time. Donation so there’s a real engagement opportunity for non-profits to have donorsearch vest in the program invest in an organization successive organization, and we’re talking about recruiting these donors either online or more traditional channels, right? Absolutely across the board. Okay, nikola, how would you like to introduce this? Well, i think it’s, the biggest growth area for non-profits presently, in the face of declining overall file counts and declining new donors, kant’s the pace of growth of revenue from sustaining donors has increased something like forty three percent over the last four years, and that growth has been ableto upset and compensate for the lack of growth in new single donors. Eso it’s an incredibly important portion of the active donor file what do we know about the loyalty? How likely or unlikely it is that someone is going to drop out of there there. Ah, sustaining e-giving well, for new donors, what we’ve seen on the median is for single gift owners who were new in eleven, twenty nine percent came back and gave a single gift in two thousand twelve, compared to about forty five percent of new sustainers returning so that thirteen we look at the thirteenth month retention rate do they give beyond that first year and stick into the next year? S o that’s for new donors and it gets even more exponentially better from multiyear donors who have given loyally for two consecutive years three, two, four and five plus additional years of giving are very strong indicators for continued yes, because e-giving exact especially their sustainers okay, yeah, the new donors that’s do we know whether that varies by charitable mission or or fund-raising revenue? Yes, it does very can very about organization and mission, and it also varies very much which has alluded to it. Bye bye. Source. So male versus online versus direct response. Television versus street versus radio in certain ads, all those air opportunities to recruit sustaining givers. And they those channels all generate different kinds of sustainers okay, what are some of the better times and better methods? Yeah, face-to-face can be problematic. You have that opportunity. Please sign up in the street and it’s hard to replicate that experience later on. However, if you’re able to keep them beyond the first four months, they’ll tend to stay with you. Dear tv can be very strong radio unfortunately, you said d r tv sorry, direct response to yeah, yeah drug in jail on tony martin and non-profit radio now in your eyes, a probation coming fairly easily, parole roll comes fairly easily. Go ahead. My apologies direct response, yes also tends to generate pretty sticky donors over the long term. What we’ve seen with radio and this is the global trends radio cast, a wide net and unfortunate doesn’t have the stickiest net as direct response television or even online. Okay, jazz, can you talk to some of the cuts across charitable missions? Absolutely. I think we see growth across all all verticals are all anti verticals, but i think they, as nikola pointed out that the growth is attributed or can be attributed multiple channels was which is a indicator of program maturity. I think, for organizations that are really just starting, i mean, what the highest return the first places look your own website, how are you converting people online? What’s the benefit set that’s being associated with? He asked, and how are you maximizing that channel, which is more or less free or cheaper? A lot cheaper. So the converting website donors to monthly being sort of a hyre retention rate now, as a program matures and grows, i think that’s where the opportunity is nikola mentioned is really identifying what those with the acquisition sources in the r o i within this acquisition be so important to the paid and organic approach, too sustainers acquisition, you mentioned the benefits set, how do we know what types of benefits we ought to be offering? Well, i think the first of all, i’m independent organisation, i guess that’s the easy way, easy way out, but, you know, what’s unique to that particular program, you know, i think that we see it is a lot of opportunities where a lot of organization see it is an opportunity from a designated giving standpoint. So for example, i think of pita pita, very it’s, very strong advocacy program. So they have a dozen e-giving program around investigations and rescue and it’s purely driven toward their advocates, too, with a stronger messaging, which is mohr action oriented. Oh, and two associate wth e-giving value to the particular action or impact within the program itself. So it’s a real diversification able to diversify spread e-giving opportunity for an organisation within core audience subsets okay? And nikola, we’re talking about sustainers e-giving at all different kinds of levels to so what jazz is referring to the benefits that i mean that’s obviously got a vary by the by the level at which the person is is giving. Yeah, i think that also varies by organization some organizations to run into other giving clubs at certain levels. So whether you’re giving cumulatively, for example, five hundred dollars, whether that’s in monthly instalments or one ofthe gift that may make you eligible for a leadership circle type thing, it’s organizations have to evaluate what is the best placement of a given donor donors interest, you know, many donors like the kind of engagement that month e-giving affords them. Some organizations are very good about reporting back about what what’s happening in the field, for example, lots of relief organizations that are working in syria right now, i’ll have the opportunity to report back on their work in a really, really life, real time kind of way and as a sustainers you can really see and feel the impact your monthly gift actually has there’s a lot of back end infrastructure, chazz, that has to be built in to have sustainers program, whether it’s, whether the channel you acquired them through his traditional or online, you need to have back office processes for thinking and handling. I just changes credit card changes, credit card explorations, talk about the how you set those up. What was your advice about that? The back office? Sure, i think that’s a great question, because infrastructure being a big part of sustainers, of course, and how are you enabling a program and setting up for success? You know, many organizations lease here today and, of course, have a database of record andan online and online offering, and so setting up those programs in which that they are promoting a sustainers metoo together, meaning a program that is integrated across all channels being sort of the key, of course, but ensuring that the management of the sustainers audience ahead of time is very is planned out. I think that’s a big thing is planning out in advance. You know how we’ll be treated? How will it be communicated? Tio, how are they in most cases, be separated from the main stream within the organization? I’m like nikola mentioned, i think. Major donors being a big a big indicator because major dahna programs are separate a large part sustainers were seeing a greater emphasis around separating sustainers from your everyday donors because there’s a higher level engagement, they’re advocates their volunteers there, major donors potentially and so planning in advance, having that strategy in place, having that road map, you know, to create sustainers program that is acknowledging sustainers grown sustainers and then allowing that maturity teo to to develop around payed acquisition, organic acquisition, whatever the growth in tactics may be at the same time there is integration the way nikola was describing bringing sustaining donors into the e-giving circles. So so there’s there’s some segregation, treating them especially the way you’re describing, you know, benign segregation, you know, nothing, nothing, nothing hurtful, but seeing them special, but then also bring them into the organization in terms of his nickel was saying that the recognition. Okay, so, you know, i think it just add to that everything sustainers ahs. Ah whole. I mean it’s it’s. The great payment plan means a layaway plan. So, it’s, you know, if you have a donor that gives twice a year. Twenty five dollars. You know, what we see is generally ten dollars, per month is a very logical next step. Ten dollars, per month in which is one hundred twenty dollars, per year. Of course, that is a greater value to the organization. So what can you identify? So your various levels and grow grow, the donor based e-giving ending. Doing good ending. You’re listening to the talking alternate network duitz waiting to get into thinking. Cubine this’s, the cook, said, wear hosting part of my french new york city, or guests come from all over the world, from mali to new caledonia, from paris to keep back. French is coming language. Yes, they all come from different cultures, background or countries, and it common desires to make new york they’re home. Listen to them, shed their story. Join us. Pardon my french new york city every monday from one to two p, m. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna you’re listening to the talking alternative network. Okay, let’s, start to jazz let’s stay with you and stuff to get into some details about what what are our first steps to building sustainers program? We don’t we don’t, we don’t currently have, you know, i think the first step is courses defining what this is data program is the mission objective of sustainers program how will complement and support your organization? So defining the benefits set could very well include not only the tangible but intangibles where benefits associate with sustainers program for donorsearch could be, you know, financial stability that i’m providing my monthly donation to allow for the organisation respond to catastrophes around the world. Or nikola mentioned the syria example that’s very topical in the sense that my dollars air helping support that organization then and they’re so defining it being very important. And then also, i think branding isn’t a essential component that as well so is their name for your program, you know, champions, you know, legacy similar attack, this we see from a major donor development, but really creating the uniqueness within the program being a kind of core place to start. How do we identify let’s? Go to your nicholas. The right prospects for our sustainers giving program we’ll hopefully you’re acquiring them directly already that’s the fastest pace of growth in terms of growing the volume of sustainers you have so your first initial contact with the prospect, in my opinion, should be a sustaining asked this come complementary with that converting existing donorsearch yeah, fifty dollars a year under twenty how do you know identify who? The blood? Yeah, great loyalty in your file heidtke if frequencies coupled with that and also this is always kind of a scary one, but the people who respond to your first renewal a great prospects for sustainers giving oh, interesting. We know that we know that through analytics, i’m sure exactly what you think is going on. What’s the brother. They’re excited to be a part of the organization in a monetary aspect and want to continue that kind of committed giving. You do have to re budget the rest of your renewals accordingly that you’ve you know, siphon them off and else where’s the budget cut budget with caution, but they are raising their hand proactively early. They’re being asked on that the early nous, the recency of that makes a difference and just a chazz this point, i think the other thing we emphasize is education. You can’t just dive headlong into sustainers program and expect it to be a sensation overnight, so it really takes educating everyone from the interns, helping you answer the phones. Why is month e-giving an important part of your e-giving conversation to the director of the board? Everyone needs to be on the same page with regard to what does it mean? This kind of ongoing, sustained, committed e-giving we’re asking of our donors. And what does it mean for organization wise it important? Especially when it’s brand new exactly. I’ve never heard of this sustainers program this this legacy e-giving what is it and okay? And what’s my r a y? Is it going to be this campaign? Well, it’s not really a campaign view. It’s not talking about the spring appeal december a year and appeal it’s smaller monthly gifts typically in ten, fifteen, twenty dollars and if you’re just looking at it every quarter, every two quarters, that doesn’t look like a very sensible investment. So you look at the annual giving and beyond, okay, and then just as i turned, i think, a ce faras looking at the file of being a true indicator of performance and sort of prospects for sustaining program, but also looking at sort of already existing engagement and thinking about who was already involved in the organization. Volunteers advocates, as i mentioned, you know, those are individuals, major donors, there’s air, all individuals that are already invested in organization, and so the benefits set helps compliment and upgrade those potential individuals too deep in the royalty or deep in the engagement organization. How long should it be before we ask someone toe upgrade their sustainers e-giving we just had a session with international justice mission michelle at i j m had their sustainers upgrade programs eighteen months, so after twelve months on file, they’ll then go through a very well coordinated a great campaign toe upgrade those twelve months sustainers and then try again were work again eighteen months for those that upgraded okay on do we know analytically whether that’s, whether that’s, that’s the right time frame well, we have data that compare it’s been a very successful model for them. They are more than four percent of their sustainers an upgrade with a average gift amount about thirty two dollars on top of the sustainers monthly gift. Okay, so a four percent upgrade annually is considered successful. Consider it. We’re going i don’t have a very successful but the most important thing there too is also their active communication with the sustainers i think that open dialogue, that treatment as well as we mentioned and talked about the very port part of the process. So it’s not just a one upgrade campaign in september. It’s it’s, the program that’s in place throughout the year to cultivate those donors to identify you know who are how are they engaged? How do they want to be communicated, tio? And then using a a coordinated effort throughout our recording effort at a cz certain pierre to time certain peer-to-peer day year to really upgrade and make a substantial impact in the sustainers program? Do we know chazz how what the impact is on outcomes sustainability of the program when people are thanked at different intervals? No, should they get a monthly thank you every time? There’s a monthly gift? Should i get a semi annual annual way? Have any data that compares different the frequencies? Of thanks. Well, i think that the state of best practices always ended your receipt. And in a common tact, i think many organizations will use it at your end since we’re talking about your it’s it’s urine time a year at least, is that thirteen gift and so thinking about that from sustainers sustainers segment at your inn to invite. Not only think them with a donor receipt, but i have a special appeal to the sustainers make a thirteenth gift in december. Okay, so that’s about that’s the best practices is the year end. Well, there’s a urine, but you’re in receipt. Yes, to your question. Okay, okay. So unwise to be sending a thank you. I mean, i’ve heard this question among non-profits that either i don’t know if they’re doing sustainers programs are contemplating, but how often should we think it is a gift once a month. So i sent a letter every month and there’s the fear that if you do that, you remind them that they’re giving every month and you worried that they’re going to cancel. And this question came up in our session as well, and i think to chazz is point. Most organizations are doing the text receipt thank you, and then keeping their sustaining donors abreast of activities with the organization and giving them other opportunities throughout the year to make additional donations beyond the year end appeals. And to that, i think you mean the mentality or that the thinking has been, you know, setting forget i think we’re moving away from that a little bit instead of not to be afraid of communicating to sustainers not to be afraid that if you remind them they’re giving you, they’re going to cancel its really the other way is what are you doing to engage them in the mission in the program throughout the year, remind them of their impact and actually engage them and to become mohr involved in the work that you do? So they’re our responders, i think, to the receipt in the aspect of it, their monthly all responding sleeps with an online transaction, but the end of year receipt we see generally beings were the core focus from the benefits set that is a benefit for a donor wrap up all the year, giving in one email, one letter, whatever it may be for tax. Purposes, okay? And that also has implications for upgrades. If you’re not keeping someone engaged, then the twelve month ask for the upgrade is going to be out of the blue right? Absolutely seems nonsensical, and i actually think that sustained giving the e-giving behavior of giving every month is the perfect engagement tool for millennials that is, millennials, i think, are already engaging in a charitable way, whether it’s through kickstarter, volunteering and they want to have that community immediacy feel toe what their actions are, and i think sustaining giving with the appropriate feedback loop to the sustainer is a perfect way to get those younger donors the millennials a thirty year olds the ones were all vying for. They’re going to replace that very generous world war two generation that we’re so desperate, tio supplement i think that lots of organizations could benefit from having that sustainers conversation with millennials generation, we still have some time left. What else? Nickel if you want to say about those sustainers program, i think if you’re going to do it, go all in, commit to it one hundred percent and look at it in the long term it’s not going. To stay overnight to see yeah it’s, not an overnight sensation. It’s a sustainable way of giving it’s a sustained way of giving and your entire organisation from the reception is to a man who makes the decisions or the woman needs to be bought in that this is the way to give. And i think that’s the most important thing when you approach a sustainers program because it can seem like small numbers and you’re not really making a dent where you got that big appeal with single one off gifts feels fabulous, but it’s not that’s, not a sustainable way of raising money. In my opinion. Okay, jazz, what else? What else did not that we still have some time? What else didn’t i asked? One of the biggest things we’re seeing emerging trend right now is organizations going to default sustainers ask mean instead of a one time sustainers asked meaning tony, great to meet you. Consider making one time donation. It’s tony, we consider being a monthly donor to this programme and so default ass is put in the front for first foot forward is sustainers now that is emergency numbers and organizations really investing in. That practice, but we looked at us compared to australia, uk, canada where sustaining giving is, you know, thirty, thirty five percent of philanthropy that’s the first ask that those countries in the countries outside the u s i already have a very interesting so we’ve got a long way to go. We’re seeing significant growth, but it’s going it requires investment organizations, requires commitment and planning in advance, but there’s, good signs, good trends and good growth to date. All right, now the the commitment for this has got to start at the top clearly, i mean, i don’t think this could start with the chief development officer think there needs to be sort of a cultural mindset that sustainable sustainers e-giving is sustainable and important for our future and that’s gotta come from those ceo it’s gonna be adopted. I mean, across the organization there’s, no doubt about that, i think, adopted and then put forth as faras priority and how on organizations going to do that and define it to find the benefits to find the program and support of the mission zoho okay, everyone replies, chances point the rest of the world really is this is the way of giving this is very interesting. So yeah, it’s the europeans, they’re doing this a cz their their initial ask their default over a long time, and the banking structure has a large parts or play in that because all those of us where europeans that’s, how you pay everything is bialik trump, elektronik funds transfer you to be a little gyro, but most bills, most anything you interact with used have to go to the post office to make those payments and everything’s on lines it’s a real mindset that’s just how you give it’s a cultural mindset in many european and latin american countries as well, and i think that, you know, culture and banking infrastructure have a big role to play, and we’re moving that way, but fund-raising practices also have a big role to play, so we’ve been taught that the one ofthe gift is king and that’s the way to to solicit donors, and i think we as fundraisers need to make that mental shift as well. Really it’s sustained giving because the benefits to the organization that you’re trying to help our so much greater yeah, it’s a it’s a hundred degrees from where we are absolute and there’s evidence that the sustainer donors will become, or can can, can become the major one off one ofthe donorsearch absolute when there may be a cause for a campaign where the the monthly is not goingto be sufficient well, and that and that’s a great point, because i think the overall and some of the data nodes and nikolai presented sustainers value is far greater than organizations extends beyond the monthly contribution. I mean, as we mentioned, that the volunteerism but just think that an advocacy, but just the financial impact on this one off campaigns throughout the year, it becomes sort of a trademark of sort of ah donorsearch port, but then those opportunities of further support i’m should not be neglected because that value increases tremendously for unfortunately catastrophes that happened or certain special projects throughout the year. Our year end there’s air all opportunities to talk to your sustainers as sustainers with that impact potential, you know, it’s very interesting. I do plan e-giving consulting and i have for about sixteen years, and there are parallels between what we say about people who include the organization in their will or have a charitable gift annuity where they’re getting regular income typically is quarterly from the organization, and those can lead to larger hyre individual gif ts increased annual giving so there’s a parallel because of this ongoing, sustaining relationships mean somebody in somebody who has the organization in their will they’re they’re committed for life. If you want to continue that arrangement and the engagement levels like volunteerism, like you’re saying, jack, do increase pretty frequently write interesting, interesting parallel between two very different types of giving state vs absolute sustainers through different participation, very different, but the outcomes on the relationships are really interesting parallels. Exactly. Thanks so much. Thanks for sharing. You’re interesting for me. Thank you very much. Nikola bok is senior fund-raising analyst for blackbaud chazz office is lead consultant for the donor engagement team at blackbaud i thank you both very much. Thank you durney been a real pleasure. Tony martignetti non-profit radio coverage of bb khan twenty thirteen and i thank you very much for listening. Time for live listener love. Hello, new bern, north carolina. Beverly mass. Absecon, new jersey. I know i said that, right? A lot of people think it’s abscond. But i know it’s, absecon, new jersey on the jersey shore love it! Atlanta, georgia and cummings, georgia live listener love out to everyone there and brooklyn, new york. Thank you, brooklyn. Nice to have you nice and close. I appreciate that we could go abroad a little bit federal argentina, federal, argentina welcome tokyo and sendai, japan. Konnichiwa, jeddah, saudi arabia love to have you hope you come back. General, we haven’t seen you before. I don’t think ukraine, you’re in our thoughts ukraine, you’ve been with us before. Glad you’re with us again live listener love out there and also seoul, south korea, on your haserot always appreciate the koreans checking in thank you very much. Generosity siri’s, they host multi charity peer-to-peer five k runs and walks multi charity means that you can have an event with a small number of runners and walkers because together with the other charities that are in the same event, there’s hundreds of runners and walkers. If you happen to be using this summer time to plan your fall fund-raising or beyond, then ah, why don’t you speak to generosity? Siri’s they’ve got runs walks coming up in new jersey, miami atlanta, new york city, philadelphia and toronto. It might make sense for you. Talk to dave lynn he’s the ceo. Please tell him that you’re from non-profit radio and you can reach dave lynn at seven one eight five o six. Nine triple seven or on the web generosity siri’s dot com very grateful for their sponsorship. Please check them out. The table’s got turned a couple weeks ago and i was interviewed on another show was bill blacks exit coach, radio it was fun to sit back and just answer questions and just yammer along and i don’t have to worry about watching the clock or anything like that was quite a pleasure. I see how easy the guests have it. Andi no, jean takagi is listening. So i thank you very much. Bill black for having me on your show. I talked about the takeaways that i’ve learned from over two hundred non-profit radio shows and the audio and video that i have are on my site at tony martignetti dot com, you’ll find a listening length to the exit coach radio interview i did with him, and that is tony’s take two for friday eighth of august. Thirty first show of the year. Jim takagi hello. Hi, tony. How are you? I’m doing very well. Gina’s are managing attorney at neo non-profit and exempt organizations law group in san francisco. He edits the popular non-profit law blawg dot com and on twitter he’s at ji tech. Jean, i’m doing very well glad to have you back. It’s a pleasure to be back, tony. Thank you. We’re going to continue our conversation from a couple weeks ago, the two hundredth show when we were talking about partnerships, i call them friendships, you know, friend, i said friends with benefits, but partnerships and things like that, and, uh and how we’re going to protect ourselves. You and i talked a little about who we might partner with. Maybe we can say a little more about that. Sure, you know, i think we teased out a little bit the idea of non-profits collaborating with one another and how we’re pushed by different agencies and thunders and maybe the public in our stakeholders teo, engage in more collaborations, teo further our missions and how we choose those partners i think is very important and making sure that we understand who we’re working with what their skills on dh strengths are and what their weaknesses are and how we might engage together. Synergistically, i think all of those things you want to bet a little before you develop some sort of legal relationship with them. Yeah, and i would think the board has a role in this because if there is going to be illegal agreement between them and we’ll talk about whether that’s appropriate or not. But if if if we’re going to go to that level than the board needs to be involved in this process, too, i think when, when, particularly when the relationship is going to be a substantial one that’s true. Now, if it’s going to just be a one off, you know, one event, you provide the drinks and we’ll provide the food. Okay, then? Yeah, we don’t worry about the board there, but for if we’re goingto have this joint fundraiser that’s going to take three months to prepare ah, and had been involved in a big place that we have to rent out and insurance and making sure that we get adequate participation and funding and we rely on other people to show up. Those are the types of things where the board may want to get involved, especially in the first time relationship, and after we’ve found a partner or partners that that maybe working with us, we want to know whether we should, how we should document our relationship. And and we talked a little about the mou, the memo of understanding versus the contract, right? And, you know, i’m not the biggest fan of the m o you, joe, you know, i think i miss you. Okay? Okay, well, how is that? Well, i think and, you know, speaking as a lawyer and you roll their eyes a little bit that’s okay? The mou really is intended to be an unenforceable documents so it’s like yes, you do this and we’ll do that. If it’s a joint fund raiser, you go ahead and rent the revenue will go ahead and get the entertainment on dh will provide the educational materials now in an mou that’s not maybe always specified, but we don’t say well, what happens if you don’t, you know, rent the venue if you didn’t get adequate insurance for it or if we didn’t market right? And where we didn’t get the educational materials out, so we can’t really deliver our message the way we wanted to. And now it may be one party spot more than the others and what happens in that case if it’s an mou that’s not intended to be enforceable? Well, then, i guess it’s just a broken trust and you know, everybody’s on their own after that. But if you intend fur, some of it to be enforceable, you know, sometimes you want to get that language in there and make sure that it’s understood that it’s an agreement. A lot of times i see people who hedge on this and they and they have this enforceable agreement, but they call it an mou, and even government agencies do that that’s a little pet peeve of mine it just to make sure that both parties are on the same page. Is it enforceable? What happens if the other party doesn’t live up to their agreements? And are we clear about what you’re supposed to do? This is what we’re supposed to do now. We should have an attorney draft this it’s going to be an enforceable contract, which is what your preferences i mean, that needs to be drafted by an attorney? Well, i think the at least the initial draft, if you enter into the same type of relationships multiple occasions, you may not need the attorney to bet every single time, particularly if it’s smaller deal, but yes, generally speaking, i think you’re right, you do want an attorney to at least review ah, the written agreement, whatever you call it, whether you call it an mou or not, you want an attorney toe review that and maybe question you on challenge you on some of those points to make sure that everybody is clear about what their respective obligations and responsibilities are and what they can expect reasonably from the other party, because there are elements of a contract that are based in state law that make a writing into a contract and make it enforceable or not. And so if those elements aren’t there, you might think you have a contract, but it wasn’t prepared, or at least reviewed by an attorney probably should be prepared, i think. And you may think you have a contract, but you don’t. Yeah, or or you may be just missing a whole. Bunch of things like, when does the contract? And there are a lot of times that they’re just open ended contracts and you don’t want the other party coming up to you, like two years after you last talked with each other and saying, hey, you didn’t live up to this end of your bargain last week, right? All right, okay. All right. So, it’s, a lot of implications around the contract mean, its’s it’s an art drafting these and making sure that they are, in fact, enforceable under the state law where they’re going to be where they’re going to be judged. Yeah, and i think it also is an opportunity for you for you to just get mutually gets a mutual understanding of what your respective roles are, because sometimes there’s a lot of gray areas that, you know, we didn’t discuss verbally, you know, who was supposed to be responsible for this thing, but it’s critical to what we’re doing together, and we kind of both just let it slip by having a written agreement and really challenging yourself to make sure that it’s gonna work in multiple situations and with different contingencies think that’s really important. Okay, i think i’m glad you said it. I can tell you feel strongly about it. Excellent. I should plug there’s another non-profit attorney out there. Her name is alice carter she’s a friend. And she writes the charity lawyer block. I got an excellent article on mou or written agreement. And if anybody wants to look into that further, i highly recommend that article. I know ellis she’s in phoenix, arizona, isn’t she? Yeah. Yeah. Ok. That’s, charity law blawg dot com verity, lawyer block charlie lawyer blogged, right? That’s because she calls herself charity lawyer. Yes. Okay. Ellis if she’s listening. Hello, alice. Um, now, all right, so what happens if there is a disappointment and somebody doesn’t follow through and, of course, that somebody could be you now that we have an enforceable contract, you know, it’s enforceable always and including against you. So suppose somebody doesn’t follow through and do what they’re supposed to do, and we touched on that on the last show as well. And, generally speaking, we probably don’t put a lot of specific remedies in there. We just say, well, if one party doesn’t live through and the other party got harmed by it you know, the party that didn’t follow through should compensate and make up for any harm that their partner i’ll say partner, loosely speaking, lost out on just to make them back make him whole again. But there’s sometimes maybe specific things that that that you want from them. So if they were expecting you were expecting them to deliver something and they didn’t do it on time. You may say, well, we still want delivery of of that. Plus, we want some sort of compensation or or additional services because you missed out so you can be very specific in the agreement, or you could just let the agreement be enforceable by the amount of damages or harm that you suffered, and this will be part of the negotiations of the agreement. That’s, right? You might think your damages should be something, and the other side may think now, you know, shouldn’t be that large, and that will be all part of the discussions in the negotiations. Yeah, and the more you know, involved in the bigger the the agreement and the, you know, potential joint venture that you’re engaging in that the more lawyerly it should look, with more provisions. If it’s really again, a very simple thing. You may not have to worry so much about technical provisions, unless you really think you’re gonna be harmed in a specific way, right? If it’s something smaller and like you said, ah, one off that’s ah, small, a small venture together. Yeah, and you’ve got to be reasonable. Obviously, you don’t want to spend five thousand dollars in legal fees for an event that’s going to only generate ten thousand dollars. Now we can we have this thing called partnerships, which is a legal term. When would a partnership between non-profits be appropriate? Well, a partnership, legally speaking means that both entities, they’re both partners, are going to be completely libel, responsible for whatever they’re doing together and that’s a really important point to know, because that means if you’re one partner and you’re the other partners screws up and some people get hurt, they consume both of you. And if your partner says, well, i’m sorry i don’t have any money to pay off the lawsuit, you’re completely responsible for the whole thing, not just half of it, you’re responsible for the whole thing. So really important part to understand if you’re really in a partnership as we use that term legally, that means you’re going to be completely responsible for anything that goes wrong with the partnership. You’re you’re working hard to stay in the jargon jail because you don’t want to say you don’t want to say joint and several liability, right? You said it, not me, ok, i was in my mind, right? So that means that everybody’s responsible for everything, irrespective of what their role in the problem might have been do i say that? Right? So you could be completely innocent and completely not responsible for the harm caused to a third party. But at least when they’re trying to collect some money for for whatever harm they suffered, they can get it all from you if your partner doesn’t have any money. Right. Okay, now, partnership could be more than just two non-profits. Yeah, absolutely. Okay. Okay, just making that shirt okay. Making clear. Okay, so, that’s a pretty serious thing to take on partnership versace not declaring it as a partnership. And how would you make that clear? That would be in the agreement or partnerships require certain special agreements. It’s a really great question because you could enter into a partnership without a written agreement. If you just act in a way that says, hey, you’re jointly responsible for putting on an event or putting on a program or delivering services together, and you show that you’re you know, just by your actions that you’re jointly responsible for it. And perhaps you’re sharing the revenue stream that’s being generated if there is some revenue coming out of that joint venture well, you could form a partnership for which you’re liable for your other partners, mistakes without a partnership agreement or without any writing at all so it could be imputed by philip business based on all the facts like you just described them, yeah, hey can can be, uh sometimes people enter into agreements and they say in the agreement, this is very common to say we’re not engaged in a partnership and they feel like, well, that’s an out and that’s helpful language, but that’s not the whole story, because if you’re still sharing responsibilities and obligations and your conduct is that of a partner and you’re still sharing the revenues let’s, say with two partners fifty fifty yeah, no matter what you’re contributing, you still may be on the hook of a partner to a partnership, even though the agreement that you entered into said we’re not partners see, this makes me want to just live in a cocoon and never talked to anybody because i may i may have a conversation with somebody on the subway, and now now i’m in a partnership, it just means you want to talk, talk about it a little bit with a lawyer. Just to get an understanding of how to form these collaborations and one talk with the lawyer may go a long way in multiple relationships. So get that initial conversation, or maybe attend illegal seminar, where they talk about these things. Okay, very good advice, let’s, let’s, take our our break. When we come back, jean and i’ll keep talking about friends with benefits, and we’ll talk about maybe some. Well, not maybe talk about some measures of success, and howto decide about sharing the results of your collaboration together. Notice. I didn’t call it a partnership, because it may not necessarily be one. Stay with us. You’re listening to the talking alternative network. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking alternative radio twenty four hours a day. If you have big dreams in a small budget tune into tony martignetti non-profit radio, i d’oh. I’m adam braun, founder of pencils of promise. Oppcoll welcome back to big non-profit ideas for the other ninety five percent. We’re joined by some new listeners. Ah, third, listen, another listener in georgia. Decatur. We’ve got decatur, atlanta and coming. Uh, cummings, georgia, do you know each other? I wonder san francisco, california gene, i don’t think that’s you there’s somebody else listening in san francisco, brooklyn, new york, still with us love it and none. Jing china china joined us. Ni hao jean let’s see about what would cover in continuing this let’s see about defining success, how we should should should measures of success be part of our agreement? Yeah, i think it depends upon the level of collaboration that we’re talking about. They’re different levels that we can go to. For example, two non-profits could decide they want to share a photocopier. Okay. That’s a collaborative effort on the very, very low end of the scale. Or maybe they want to share a chief financial officer that gets a little bit more complex. That’s. Interesting. Right? Sharing staff. Yeah, yeah, right. Or maybe they just want to share space so that, you know, depending upon the level we get to it. Maybe you know, pursuant to a resource sharing agreement or cost sharing structure. Or we may have to do, you know, create mutual service agreements or independent contractor agreements, maybe it’s one way, maybe it’s two way going both ways and how we figure all that out. Uh, it means that we we have to understand what the goals are. So going back to your question at the outset of any negotiations or discussions between the different non-profits that want to collaborate, they have to figure out their mutual goals, and then individually they have to set apart well, what do they each want? You know, from from this relationship, and how will they define it to be a success? Because that varies just completely amongst every collaboration you mentioned, the sharing of space, and that doesn’t have to certainly be between non-profits a lot of times someone who’s close to an organisation on a lot of times, that’s a boardmember not necessarily ah, has extra space, and they will give the space to the to the non-profit um and i don’t know that those air always papered or even paper correctly, but i bet they’re not even a lot of times just paper. But there should be some kind of an agreement in writing between that the company that the boardmember let’s say represents and the non-profit right, especially if that boardmember is going to be paid there’s some conflict of interest issues involved their private foundations can’t do that at all for money. Public charities can as long as it’s reasonable compensation. But there are some rules, both ous five a onesie, three entities and there’s some state non-profit rules that may apply so good conflict of interest policy is going to be important to make sure that it protects the non-profit from getting into on ly a reasonable deal to the non-profit not one that provides some sort of private benefit to the director. But, you know, the vast majority of these cases are where boardmember czar offering space for free right to the non-profit andi it’s their own place that that’s absolutely fine. If the boardmember is actually leasing that out and sublease may be necessary or else they may be breaching their own lease with the landlord. Okay, a lot of implications to that mean, just, you know, we have to we have to be protecting ourselves. I mean he’s non-profits on non-profit is a company that’s it’s a corporation it’s a business. It just happens to be a non-profit business, so it needs to be run like a business. Absolutely. We gotta protect ourselves. Our employees are the people we’re serving and those lives were saving the donors who have invested, you know, we all ah, they all we all need to be protected. And so that’s that’s, you know, that’s why we’re talking about this stuff? I mean, you know, just do these things lightly and, you know, sort of on a handshake. Yeah, and, you know, but you know, non-profits don’t have owners that’s a big difference and that’s why the board it’s got to be reminded there’s, not an owner overseeing to make sure that the non-profit really gets a fair deal, and maybe you were lucky enough to have an executive who’s willing to take on that task, but it’s really up to the board to make sure that they’re looking after that. Non-profit and making sure that the non-profit is not giving sweetheart deals to anybody else outside of the organization, regardless of whether they’re a boardmember or an officer or anybody the non-profit has got to protect its own charitable assets. That would be the role of shareholders in a profit making corporation, and they have their own personal motivation to do that. But non-profit boardmember here, mostly volunteers. They may not have that, and they may sort of not be exercising that type of diligence at an owner would over their own assets. But they kind of have to, because they’re they’re the ones that are providing that stewardship over the non-profits asset. So, really, that they need to be paying as much attention to the non-profits work as they do their own businesses work. Ideally, yeah, okay. So i suppose we have some delivery bols involved in all this, and this is, you know, sort of subsumed in what we’ve been talking about already just want to make it explicit. If there’s money that’s going to be shared or some other delivery ble that’s goingto result maybe it’s, even ah, a grant proposal that’s going to be joint and that’s the delivery ble that that should be specified. Yeah, that should all be specified. And, you know, i sort of wanted to jump it back in on that partnership thing. It’s not always bad toe have a partnership. Maybe you do want engage in a partnership with another non-profit and do it through a legal entity like a limited liability company and that’s almost like having a kid together. So if you’ve decided to partner with another non-profit tohave child or this joint venture together, you better know who that person is. And you better know how you want to raise your child and what each of you are going to contribute to the child’s growth and what happens when you have a disagreement over how to raise that child. If i just take that analogy further. And you know how comfortable you’ll be with liabilities caused solely by your co venture? Because if you don’t want to be partners, limited liability company means that you’re only liable to to the extent of your investment in the llc, the partnership liabilities don’t come up if you do this right, they don’t come up and hit the non-profit partners, they’re just limited to whatever that contributed to the llc. Still, i’m glad i called this friends with benefits because basically you’re saying you gotta hold hands before you sleep together. Yeah, kind of and taking it one step further if a joint ventures like having a kid together. Ah, merger on you mentioned that at the last of the last show that’s kind of the ultimate collaboration and that’s, you know, if i could take take bad analogy further let’s, let’s say that that’s really like marriage on marriage with almost no possibility of divorce, are very, very difficult. Um, it might be true in the analogy and analogous version, but no, no it’s much easier in the end, i have personal experience on that take a metaphor further, but yeah, no merger is you’re you’re now want you’ve, you’ve formed a union, you’re you’re now one, right? Okay. And all sorts of considerations to make sure, you know, you understand that not only are you gonna acquire all the assets of your marriage partner, but you’re goingto acquire all of their debts and liabilities and obligations as well. So you really got to know what the other partner is bringing to the table. Hold hands before you before you sleep together and make sure you use protection. Very good that’s what comes from our friends from friends with benefits segment? And now, i mean, you know, we got to protect ourselves. That’s, that’s what you’re saying, do you have to we have to leave it there. Thank you very, very much. Thanks, tony. You’ll find jeanette non-profit law blogged dot com and on twitter he’s at ji tech next week, a non-profit technology conference panel on female technologists that the panel is not all men that’s good, because men don’t know anything about women’s struggles competing in technology. So it’s, an all female panel talking about females in technology. Also any sample ward returns she’s, our social media contributor and ceo of non-profit technology network, where i did that interview? If you missed any part of today’s show, find it on tony martignetti dot com small and midsize shops. Remember generosity siri’s for multi charity five k runs and walks seven one eight, five o six. Nine, triple seven or generosity siri’s, dot com. Our creative producers, claire meyerhoff, sam liebowitz is on the board. Our line producer shows social media is by julia campbell of jake campbell. Social marketing and the remote producer of tony martignetti non-profit radio is, as always, john federico of the new rules. This music is by scott stein of brooklyn. You with me next week for non-profit radio. I hope you will be big non-profit ideas for the other ninety five percent. Go out and be great. Yeah. They didn’t think that shooting getting dink, dink, dink, dink. You’re listening to the talking alternative network waiting to get in. Nothing. Cubine are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna hi, i’m ostomel role, and i’m sloan. Wainwright were the hosts of the new thursday morning show, the music power hour, eleven a m we’re gonna have fun shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com, you’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking.

Nonprofit Radio for August 1, 2014: Offline Drives Online & Manage Those Expectations

Big Nonprofit Ideas for the Other 95%

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Richard Becker: Offline Drives Online

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Multichannel engagement is essential. You know this. Drawing from multiple cases, Richard Becker reveals strategies to stand out from your competition for mindshare and have online engagement impact offline outcomes, like giving and volunteering. Richard is president of Target Analytics. (Recorded at Blackbaud’s bbcon conference).df

 

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 Maria Semple: Manage Those Expectations

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Maria Semple, our prospect research contributor and The Prospect Finder, shares expectation management tips. How do you help staff and your board understand what prospect research can and can’t do? 

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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 and i’m glad you’re with me. I’d be forced to endure the itching and redness of dermatitis her peta for miss if it came within my ken that you had missed today’s show offline drives on mine multi-channel engagement is essential, you know that drawing from multiple cases, richard becker reveals strategies to stand out from your competition for mind share and have online engagement impact offline outcomes like giving and volunteering. Richard is president of target analytics, and that was recorded at blackbaud sbi become unconference and manage those expectations. Maria simple, our prospect research contributor and the prospect finder shares expectation management tips. How do you help staff and you’re bored? Understand what prospect research can and can’t do for you on tony’s, take two throwback thursdays, responsive by generosity, siri’s hosting multi charity five k runs and walks here’s my interview from bb con last year. This is from last october with richard becker welcome to tony martignetti non-profit radio coverage of bb con twenty thirteen with the gaylord convention center outside washington d c in national harbor, maryland, my guest is richard becker he’s, president of target analytics, part of blackbaud and his session topic today is dr offline response with online advertising. Richard becker, welcome to the show. Thanks, tony appreciate it. That’s a pleasure to have you, um, explain what’s the relationship between target analytics and blackbaud case i i said it wrong. Yeah, target analytics is one of the four business units within blackbaud and we used data and analytic driven insights to create fund-raising solutions for our clients, affecting both their direct marketing dripping fund-raising as well as their major gift ribbon. Fund-raising okay, you probably know george durney then i do know george, director of sales at target analytics, right? He’s fantastic he’s actually looking for a job, you could tell him, i said that he wants to host a washington, d c morning show so he may not be your director of sales very much longer and that that’s, you don’t hear it from me back-up we’re talking about everything. Multi-channel yes, right online and offline. Why is a single channel and let’s take the more traditional offline no longer satisfactory? Well, i think the consumer preferences, they’re changing, particularly around the different generations, the traditional target for fund-raising are going to be your older individuals sixty, sixty five or higher and traditionally postal based direct mail in telemarketing have been great channels to capture those individuals, but as the newer generations come forward, obviously they’re in tune with social media, web based purchasing and web based giving and so there’s a new marketing mix, it needs to come together to achieve the type of response and conversion rates that direct marketers are looking for. What if we think our constituency is mostly sixty and over, or or or if not, mostly for the proportion that is sixty and over, should we still be used relying predominantly on the traditional male it’s a great question and our research and the evidence that we have with the solutions that we bring to bear, show that a significant portion of that older demographic sixty year older are in fact online and are, in fact influenced by email marketing, social media and online advertising. Do you have ah, any any stats on the penetration of of social media among the sixty year on over generation? Yeah, i mean it’s clearly not. Going to be as high as some of these younger democrats, but i do know it’s also growing, if you know the growth rate, maybe it is absolutely growing and it’s growing double digits year over year, okay, the key here, though, is really to understand the impact on some of these online channels, whether it be online advertising, email and the like and social media on those offline channels, because here’s the important thing it’s not that this older demographic is significantly migrating, they’re donorsearch hey, viewer or they’re giving to those online channels they’re not. But what we’re able to prove with some of the newer solutions and the technology that we have is that the brand impact of putting email in front of them, the brand favorability gained by putting online advertising in front of them winds up affecting they’re offline response, whether it be and increase the likelihood to open and convert that postal based direct mail piece or that outbound telemarketing call. So there’s a correlation between these online channels and he’s off line channels and a big mistake that a lot of the direct marketing and easy with the non-profits are prone to make. Is by operating and silos often times, particularly in organizations that are maturing, they’ll have an online group and an offline group. And what we’re showing our clients is that you really need to bring those groups together because the impact of online on offline is really the magic. Okay, well, let’s say a lot more about this, how do we start to integrate the two so that we’re getting the impact that that you’re talking about? Sure, we did have a really interesting use case today in our session, we showcase the university of indiana environmental defense fund care and ah, the example we uses is leveraging online advertising, and i’m going to take a step back and and we’ll talk a little bit first about the evolution of online advertising metoo for most folks, they think of online advertising, as i want to put my ads on a web destination where i think my constituents might be. So, for example, you believe that you want to go over older, wealthier individuals who are likely to give to your organization. So you may think i should advertise on the new york times or a site where that type of demographic might be attracted. The challenges that’s really akin to putting up a billboard on the side of the highway in the hopes that those individuals who who see her ad also have ah, philanthropic component of them let’s face it, not it not everybody sixty years or older with capacity is necessarily philanthropic. So it’s really it’s more of a mass advertising play the legacy way things are done. What most people don’t realize is the technology has really evolved considerably over the last eighteen months. And so, for example, with online advertising, what we’re able to do now is to actually taken input file of individuals based on name and postal address and target them wherever they go online and put online advertising front of them. So let’s think of the use case. In the case of the university of indiana, they wanted teo put together a program, a direct mail program targeting their alumni, and so our value proposition was essentially look, you know, before that mail piece just winds up showing up at their door let’s reinforce your brand and remind people about their affinity with the university of indiana so before they targeted those four hundred roughly four hundred fifty thousand alumni with that direct mail piece, we took those exact individuals, we found them online, and we served online advertising to them in the months leading up to the direct mail piece showing up at the door. And ultimately what the results show is for those individuals that we did put online advertising in front of us. It’s significantly outperformed the group that could have received online advertising and didn’t. So we have concrete evidence via metrics that show that you can receive, you know, response rates that air fifteen, twenty, twenty five percent hyre when you’re reinforcing your brand to the same exact individuals who will ultimately receive that postal base, direct mail piece or telemarketing call, all right, now, what do you need to have in place to take advantage of this? Typically, you know that. So in that example, we run campaigns in two ways. Typically a client wants to market to their existing crn be so they may be it’s a reactivation campaign, maybe they’re converting. Ah, part event participants to donors, whatever, whatever the gist of their campaign is, and we’ll take in input file out of their c. R m that’s one avenue in which we could run the campaign. The other would be the if it’s a acquisition campaign, we can create a list of qualified prospects based on the analytics that we’ve got in target analytics and say these are likely first time donors your organization let’s, target them at this point in time were typically looking for clients with a relatively sizeable file, as that is an input file for us to target. I believe the smallest file that we’ve processed in a single campaign would be about three hundred thousand or so constituents so it’s really oriented towards the mid to large market. Okay, what is the small and midsize shop and and recognizing that all the listeners are not blackbaud customers, what do they need to have in place? What? What kind of conversation do they need to have with their database crn provider to execute what we’re talking about? Yeah, i mean, so typically, you know, we even the smaller clients we say look, let’s, get to a volume that achieves your marketing objectives. So even if it’s a, even if they have a smaller house file, if they’re smaller clients fifty thousand a hundred thousand will say, look, we’ll take that part of your file will augment it with donor of prospects that look like individuals on your file to get to that minimum threshold, and we’ll run her campaign against the broader spectrum. There are alternatives, there are clients obviously, who were going to be on the small side and not be ableto afford to produce a file that size what we want, we might use a different medium, then i’ll give you ah, slightly different example, but keeping in the spirit of of these new emerging channels, we had a client who had a specific cause in the greater new york city area and a specifically wanted to target. Based on that geography, the affinity for their cause was in and around central park. So rather than using online advertising, we actually used a geographic based mobile advertising solution that we have that could pinpoint individuals that we’re using they’re handheld devices within a specific radius around central park, and we were able to target them that way, so there are different alternatives to get these very specific audiences. It could be again the folks in your serum a prospect. Cool folks in an individual of, you know, geographic area. All right, you got the data very, very many different, very finite, yes, okay. E-giving, ding, ding, ding, ding, ding, ding, ding, ding, ding, ding, ding. You’re listening to the talking, alternate network, waiting to get you thinking. E-giving cubine this’s. The way we’re hosting a party in my french nufer city, guests come from all over the world, from mali to new caledonia, from paris to keep back. French is a common language. Yes, they all come from different cultures, background or countries, and it comes desires to make new york they’re home. Listen to them, shed this story. Join us, a part of my french new york city. Every monday from one to two p, m. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping countries. People be better business people. Dahna you’re listening to the talking alternative network. Yeah. Dahna we were talking about advertising specifically, but weaken apply this to other combinations of online and offline. Absolutely, i mean the most predominant channel that’s been traditionally used. His email and that’s been used, i think, with mixed results, the allure of email, particularly around for a smaller midsize non-profit is that there are no limitations to the size of audience you, khun target, and in many ways it’s a free channel there’s not a whole heck of a lot of cost associated with sending him out. Email that’s the good news. The bad news is it’s not an unbelievably, you know, effective channel more often than not, because it is free and there’s so much competition for mindshare and ah, your email may or may not break through all the noise that’s in that e mail box, but similar to the online advertising solution that i mentioned, you have to look at email in the same contacts that it could be supporting other channels. So whether or not you’re getting click through and conversion buy-in email that you’re sending the trick is to understand the impact that email is having when that postal based direct mail piece shows up. For that telemarketing call shows up and i keep dwelling on that because there was an interesting statistic when we opened up bb kahn and i believe kevin mooney stood on the stage and i believe the quote that he used was that online is growing at four times the rate of offline channels or something to that effect true is that maybe the reality is eighty percent e-giving is still on these offline channels, and we cannot ignore them. And so the big mantra that we have is you absolutely have to embrace these online channels and they are viable, and they’re going to continue to evolve and become a greater of greater importance to the marketing mix moving forward. But as we sit here today, the real importance of those online channels isn’t necessarily the money you’re raising directly through them. But the impact those online channels are having on your legacy channels male and telemarket so crucial toe have coordination and just really accurate record keeping. Who got who got what? When so we can look at our at each individual organization, see what the degree of correlation is for our constituents. Absolutely that’s really what’s been missing up until this point is the measurement between these disparate channels. I think where we started, our conversation was too many of our clients will say, well, you know, we looked at the click through and conversion rates for online advertising, and the campaign didn’t pay for itself where we sent an email and it didn’t raise a whole lot of money or we set up a facebook page and we have, you know, five million followers, but we’re not getting a lot of donations. You cannot look at those individual channels and evaluate them stand alone, you have to be able to evaluate them and their impact across all of your channels and it’s really only been within the last twelve to eighteen months that we’ve been able to develop a system and a technology platform that can evaluate these various channels as they work with each other, the actual outcome on the other in the other channels, more traditional channels also takes a mindset change to recognize that the facebook page and the twitter stream or not the outcome? Absolutely, we call it a closed loop report where we’re closing the loop across all these channels where we’re looking at at what has occurred amongst them were looking at the commonality of who is utilizing them, the sequencing of how they’re using and then the ultimate outcome at us at the consumer household level. Did they donate? Did they participate? Did they take the action you wanted? And then we’re able to correlate that across all the channels and produce meaningful reports that really showed the return on your advertising? Spend the return on your marketing investment across all those channels and that’s really the big new thing, you know, over the last twelve to eighteen months, the ability to quantify that give a market or confidence that their marketing mix is either working or not. And it’s funny, you know, the the online advertising solution that i gave you, we have folks in the audience, he said, you know, will this work for me or, you know, richard, you gave him an example, but university and yet already has strong brand recognition or, you know, i’m a cancer related cause, but i know i’m not one of the top three or four i get why it would work for them, but i’m not sure it worked. For me and, you know, i often jokingly say to folks, i’ll tell you one way or the other, i mean, now at least you’re in a position that whether this campaign works or not, you have meaningful metrics at the end of the campaign that either prove you’re right or you’re wrong, that it was going to work, it wasn’t going to work it’s no longer guesswork and, you know, a true direct marketer doesn’t like to guess we like fact based elearning another case that you shared was environmental defense fund. What was the lessons there? What happened? Fantastic client and an example of a client who really gets had to integrate their channels. We spent some time today reviewing the specific campaign that they ran with us, and i’ll first talk a little bit about something that they do so well on that’s their creative it starts with the online banner advertising that they created all consistent, no matter which creative they used out of the portfolio of about fifteen different ads that they have, they used a very nice visual of a polar bear, and sometimes the polar bear was doing different things, but it’s always a polar bear the e d f logo displayed prominently in the call to action crystal clear donate here it was very simple, streamlined, colorful gets your attention that’s the first thing they did right, the second thing they do right where the wheels typically fall off for a non-profit is, they made sure that the direct mail piece correlated one hundred percent toe what folks were seeing online. So if you had those online impressions and we know that getting seven to fifteen online ad impressions per household per month is highly impactful for when that toe to make the action happen when the direct mail piece comes. So imagine you’re getting seven to fifteen of these ad impressions for, you know, thirty, sixty, ninety days before that direct mail piece comes in every time across multiple change, and it could be any site that you go to any site you go to, doesn’t matter whether you’re on facebook, new york times, we’re going to find you, and we’re going to put that out because it’s audience baste, not site based and butt your butt. Cdf is doing such a good job because it’s it’s it’s always the same. Visual and creative that you’re seeing, and then so what they do so well is when that direct mail piece comes. The direct mail piece is one hundred percent aligned with what you’ve been experiencing an online have already seen it. There wasn’t the same visual. I’m just able to hold it the same messaging, the same type of ass and you know, it’s it’s tightly wound up and what’s great is even the landing page another mistake, folks may hey, is if you do click through the ad or maybe you see the ad, you think about it or you get the dural direct mail piece and you go you know what? I don’t write the check. Let me go to the website the landing page exactly the same polar bear messaging. The same color scheme the same. We have statistics that show that just the slightest change. If they were to move from the polar bear to a seal or just any other color schematics, it could blow the success of the program, you know, completely the wrong way. But it was so good about aligning their online and off china line child together and have a true integrated multi-channel marketing strategy. That’s. Why? They see such great success rates and that’s. Why one of their they’re one of the leaders in the d m space? What kind of outcomes did they have? You know, they see what most of our other clients going to, you know, ten to fifteen percent lift in response and conversion rates for those individuals who are part of ah multi-channel strategy as opposed to a mano channel strategy. Okay. And another case you shared was care or what? Lessons there. You know, very similar. They have obviously a very compelling story and visual behind their mission, and they use it quite successfully, much like e t f really strong coordination across the offline and online channels and and their success and their strategy really mirrors in many ways what we see with the df. So another great example. Okay, we still have a couple minutes left. What more can you tell us about working this multi-channel strategies? Yeah. I mean, there’s, a lot of talk about multi-channel strategy. And really, at the end of the day where what we see is clients need help in, you know, bringing it all together and measuring it. I mentioned earlier that you know, the biggest challenge i see is that you have the old guard, the folks that are so adept at using, you know, postal bets, direct mail to dr results. And they continue to see challenges in the response rates that they’re getting in the conversion rates that they’re getting. Some of that is, you know, the headwinds of the economy. Some of that are changing demographics. Some of that, you know, increased competition for, you know, dollars. You know, and then separately, though, you’ll see the these organizations standing up a separate online group, and then they do them such self such a disservice. And even when they hire a third party agencies, you’ll have well, we have an offline agency, and then we have an online agency, and so immediately you see how the creative is not going to be linked together. The story that they’re telling is going to be different, the channel measure is going to be different, and so we’re seeing success with our clients are those who are having that ah ha moment they’re saying, look, this is really one thing, and we need a level of coordination amongst our online and offline marketing. We need measurement across them. We need standardized metrics across them. And i think once they get to that kind of epiphany that’s where it really comes together for them and they get an optimal outcome, okay, very key and consistent messages are consistency across andi now, the ability to measure what? What? I guess what created this revolution just twelve or eighteen months ago? Where? How come we come? We couldn’t do it then. Yeah, you know. I think there’s been some advances in technology, you know, going back to the online advertising, you know, the the ability to track someone’s online activity at a consumer household level and link that back to their offline activity. It didn’t exist eighteen or twenty four months ago, and they’re ah, our data partner. Oh, our our vendor partner for the underlying technology is a firm called data logics, and they’ve developed the secret sauce, if you will, that enables us to link online and offline activity and to be able to target online advertising at a household level they’ve had, you know, it’s it’s interesting if you go back a year year and a half ago, there was a big article right before actually, facebook went public that gm had pulled, like forty million dollars or something like that of online advertising budget away from facebook because they just didn’t think they were getting the type of return that they needed, and the reality was they didn’t know what type of return because there was no technology in place to measure that. And so data logics now aki partner of not only ours, but facebook helping them quantify and measure the type of impact those online impressions and there was this facebook likes and that facebook activity has on purchasing a gm car, purchasing consumer packaged goods off the shelf in a in a target or a food store, and they’re making that linkage and they’re helping us make that linkage for our clients on and the interactions they have with their donors. This is why we’re all seeing ads online for sites where we’ve been, but maybe we didn’t make the purchase decision or even i’m not sure i see them as much when i have made the purchase choice, but i know if i go to a resort or a hotel or something, and i’m just browsing around to see what kind of packages they have and what the rooms look like i’m going, i’m going to see that resort in my online advertising, so we’ve taken this step further. So what you described is re marketing, and i would say that remark, it’s probably been around, you know, two years or so that’s you went to a website, they put a cookie on your device, and now they’re following you around and placing advertising within your online experience attempting you typically to come back and taken action what’s interesting is, you know and that’s phenomenal. But that necessitated you go into the website to begin with and more than likely would have been helpful if you register registered there and offered your name and address so they could profile you and figure out, you know, what’s going toward you back. Okay? The solution i describe is you never had to have gone to the university of indiana website. You never had to visit the environmental defense fund website because we’re starting with name and postal address and using this kind of shared cookie poul that we’ve developed amongst, you know, thousands and thousands of web sites out there were able to identify you whether you were a former website, visitor or not, and will always know who you are and be able to link that back to create a rich profile. There are things there are people who think you’re the devil they might you know it. So let me give you the flipside of that, right. People get concerned about privacy. Everything we talk about is obviously compliant. Aiba, you know, internet advertising bureau compliant. The reality is, if you’re a consumer, and if you’re really thought about it, you’re going to get online advertising. You’re going to get solicitations via the mail, wouldn’t you rather they be relevant, then? Just random? This just, yeah, i would like to think i would, but there’s just something about being followed around the way i described when i had gone to the site and you said they place the cooking yet just when i when that ad pops up on the next site that i’ve been to it’s just something that feels unseemly about it, i feel a little violated. I feel a little compromised. We’re going to get philosophical here from wait a couple minutes, but we’ll keep labbate believe it this way. Ah, there may be a website you enjoy maybe it’s, maybe it’s, the new york times, maybe it’s, the atlanta journal constitution or whatever new site you go to, maybe there is, you know, social websites, you goto they’re free more often than not. You’re enjoying the benefit of content that they’re providing you oh, and not paying for it, but they have to make money and that money is going to come. Through contextual and behaviour based advertising, and so to keep the things that you want free, you’re trading off a little bit of your privacy, perhaps for something like relevant advertising. So i suppose we could move to a model where there’s no advertising or we could move to a model where advertising is totally random. But i think than the internet probably loses some of the no cost, low cost enjoyment that you receive, and you’d move to a model where you’re going to pay for one way or the other. Okay, what you want leave us with? Well, first, let me just say i appreciate the forum i thinkit’s a great richard, you know, this is fantastic and, ah, you know, the direct marketing spaces changing quickly and people could get intimidated by the wide array of options that are out there twitter, facebook linked in online advertising so many avenues to touch clients and i think it’s an exciting time when the technology finally catches up and allows us to embrace these channels in a way that can produce a tangible r a y for our clients so that they’re not just wasting money and we know that that’s more important for our non-profit clients and then any other vertical out there. So i think it’s exciting time. Richard becker is president of target analytics at blackbaud richard, thanks so much for being a guest. Thanks, tony. Been a pleasure. Tony martignetti non-profit radio coverage of bb khan twenty thirteen, thanks so much for listening. My thanks, as always to everybody had become the show is so full that it’s taken me this long to get to use that that becker interview on de so, but grateful to everybody at blackboard and b b gone generosity siri’s you know them, they host multi charity peer-to-peer five k runs and walks if you’re using summer to plan for your fall fund-raising if you’re small and midsize shop that can’t generate enough activity to have your own five k event, think about generosity siri’s they have events coming up in new jersey, miami, atlanta, new york city, philadelphia and toronto. If you think a run walk might make sense for you, talk to dave lynn he’s the ceo tell him you’re from non-profit radio he’s at seven one eight five o six nine triple seven or generosity siri’s dot com we’ve got throwback thursdays on the facebook page we’re featuring past interviews that i think deserve your attention again. Each thursday on facebook last week was andrew noise he’s, the facebook director of government relations at least he was at the time, which is essentially lobbying, but he didn’t like to call it that. Um, yes, throwback thursdays on the facebook page every thursday. I remember when i used to have to say facebook dot com slash tony martignetti non-profit radio, but those were those were the old days four years ago. So check out throwback thursday for best guests from our archive and that is tony’s take two for friday, first of august thirtieth show of the year with me now is maria simple? You know maria she’s, a prospect finder, she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com and her book is panning for gold. Find your best donorsearch prospects now exclamation mark she’s, our doi and of dirt cheap and free. You can follow her on twitter at maria simple maria simple. Welcome back. Hey there, tony. How are you? I’m doing terrific, lee. Well, how are you? Today? Oh, just fine. Thanks. Excellent. Excellent. And thank you again for joining me on the two hundredth show a couple weeks ago. Oh, that was fun. But as i said, i do expect to be brought in in person to enjoy the party in the studio next time. Okay, well, you know, i could have invited you for the two hundred. No, i didn’t. I guess i never think of it because you’re always i know you’re just over in jersey. I could have had you all right. There was there was nothing intentional. It was my was my oversight. I could have you over for sure. I’m just giving you a hard time right now, but i know i feel bad. All right? I’m over it. Um, we want to talk about some expectation setting you. You feel like there’s a disconnect between what prospect researchers do and what the world thinks they do. Yeah, yeah. So, you know, i thought we’d spend a few minutes talking about that today because i came across a very interesting mean on the internet on actually thie apra, indiana, which is the association of professional researchers for advancement on their facebook page and this. It was a name that was going back a long time ago. Back in twenty twelve, i think. And so it kind of had a six pictures, and one was a picture that said what my friends think i do what my mom thinks i do, what fundraisers think i do what my kids think i do, what i think i do and what i really dio and on that final photo, it’s a woman sitting in front of the computer, you know, pulling her hair out. Okay, so this guy this got you thinking right? So it got me thinking about well, you know, what do you know? People have a very big misunderstanding about what prospect researchers do, or even about what the role of prospect researches in the overall development cycle. And, you know, why do we need it? How can we benefit? Some boards are actually afraid of it, right? Because they think, well, we shouldn’t be, you know, snooping into other people’s business. And what if they find out? Yes. And we’ve talked about this before when it was in the popular press. I know it was at the new york times. Or maybe was the times that had an article about prospect research, you know, going back a couple of years. Yeah, i think i think there was and, you know, people continue to have this misconception, and even, you know, as you said, there was there was this article in the times, so even people who are in the business of gathering information, in fact, when i’m gathering information, i try and think of myself as an investigative reporter, right? Try and be as objective as possible about the data that i come across, not really pass any judgment on it or put any subjective spin on any of the information i’m i’m reporting in any of my profile. Yeah. Okay. Yeah. I i do remember us talking about it. Uh, and then it came up again. I don’t think you and i talked about it, but came up again. Ah, sometime last year when there was a woman named ah, you jet clark and she had lived at new york presbyterian hospital for i think it was last fifteen or twenty years of her life. For some things, you just became a resident of the hospital, even though she wasn’t ill on dh. There were questions about what types of information the hospital gathered about her and how they gathered it, and whether you know meetings and things with her through these decades that that she was living there, and that that that brought it up again, too. And i blogged that, too, and i, by the way, i i thought new york presbyterian hospital didn’t do anything that a charity shouldn’t be doing with somebody who’s living in their facility for fifteen, twenty years, she was wealthy, and she was good. She was a good potential donor, right? Right? I mean, and then you think about some of the assisted living facilities, you know, extend that a little further, right there they are themselves nonprofit organizations as well. So yeah, i mean, you have to think about sensitivity of information. Yet if somebody is really using your services for that extended period of time and that engaged with your organization, whether they be a consumer or a donor over a fifteen twenty year period of time, certainly there’s a lot of cultivation and conversations that happen on dh. You know, they could have probably written donor profiles on her without ever sitting in front of a computer? Yeah, for sure. And and that type of information gathering not only does happen what should happen, they were i would say that they were negligent if they hadn’t. I mean, she lived there all those years. I mean, yeah, just she’s a wealthy woman on dh she’s lived she’s living there, benefiting from the work that you do you provide. Um, like i said, you’ve been negligent not to be pursuing her a za potential donor, but so what have you ah, you run up against this problem, like as a as a consultant in prospect research, if you run up against this with ceos, boards, you know them not really understanding what it is you do. I think the ceo have a much better grasp of it because they understand how important it is. They’re doing some sort of form of research when they’re looking at at grantspace research. So it’s sort of this natural extension that they would be thinking about their individual donor base, but i think it’s the boards that are a little bit more uncomfortable with it, depending on the sophistication of the board, they don’t really understand public data versus private data what’s accessible, you know, there’s a lot awful lot going on out there right now with ah people’s data being compromised and so forth, so they really don’t want to think that, you know, well, you know, are we compromising somebody’s data if we’re looking at what they’re home values are and what their stock holdings are? If there, you know, publicly reporting this information, so they get a little uncomfortable, how about back on the staff side? And we’re gonna have some time to talk about the board, not not leaving that topic for good, but just back on the staff side, is there a disconnect between what you can do and what, whether it’s a ceo or even fund-raising staff think that you can do sometimes there is again, it really depends on the sophistication of the organization and how much donorsearch research they’ve done in the past. So, you know, it’s it’s, sometimes i’ll get a call for example, from somebody that will say we have the names of five individuals we need for you to research for us, and we just need to know their networks, so just from that statement that tells me a little bit about them and how much they know who’s on that much they haven’t done that much because i can’t find out true network, right? You khun you, khun, provide lots of measures that we’ve talked about through the years from home values, tow boat values, you know, to places they’ve given and things like that and levels they may have given that you can provide lots of ah, data points. But you can’t definitively put put, put a number on net worth, right, right? And then, you know, it’s, an educational process where i let them know about what information i do have access to what i don’t have access to what’s public versus private, and then we have a strong conversation about, well, the number that you come up with the almost doesn’t even matter because you can find lots of articles, for example, on what bill gates networks is for warren buffet. But is he going to give what is going to get him to want to give to your organization? Are you already engaged in conversations with this individual? How? How accessible is this individual to you have they been giving and at what levels over the years, i think that’s a much more important conversation versus a number on a piece of paper. Yeah, and, you know, that makes me think of what i’ve heard a lot from clients, that they want to pursue certain wealthy foundations, and they’ll say, well, let’s, go after, you know, the names you mentioned let’s, go after gates foundation or, you know, others ford foundations because we know they’re so wealthy, but much more important question first does that foundation fund what you do there? All they all have pretty narrow worked that they’ll fund, and second, exactly what you’re saying, do they know who you are? You cultivated them at all. It doesn’t really matter how much they’re worth and how much thinking about every foundations, in my opinion, are the easiest group to research because they must report all their very transparent. They must report everything they file iris nine ninety, pfc, which are all publicly available, most foundations, even smaller ones today. Will it have some sort of a minimal website presence so that even if there has been a shift in focus from what a foundation has? Been giving to versus what they might be shifting and getting into maybe some new areas of focus. It’s, it’s all very public and easy to find versus somebody’s individual donor philanthropy is a lot harder to kind of put your finger on, so yeah, if they’re already having certain expectations of, you know, well, we can just go after that foundation because they’re wealthy. You can see how the the conversation could easily shift to then let’s go after all the wealthy individuals in our community simply because they’re wealthy, which is which is pointless. Well, that’s really a waste of time without without the right cultivation. If none of them are known, if none of them know who you are, you know i mean, you can get started, but you can’t solicit them right away. That’s that’s what i mean, but when i say it’s pointless, you can’t just ask them for money out of the chute. All right? So i guess if you wanted to tell staff, you sort of said it, but making explicit if you wanted to tell staff fund-raising staff new to prospect research. What? What it is you khun do. How would you? How would you sum it up so i would sum it up with what’s publicly available and what’s not so let’s. Focus on what’s not because that’s the least understood, i think bank bank account information, right? I do not have access to what anybody’s bank account data is all about. I have no access to credit reports, right? So i don’t know how much credit card debt they’re carrying. I don’t know how much they’re looking at in terms of car loan dead or even house debt. So the the entire debt side of the equation, i have no access to that information. Um also, if you happen to come across somebody who does own ah property in a trust, okay, well, at least that gives you a trigger that okay? This person has set something up in their state, planning a little bit more sophisticated. They’ve put their property in a trust, therefore, they may have ah, trust accounts somewhere else, but that trust account data is not publicly available, so you wouldn’t know, you know, you can’t go to a trust institution and say, i want to know the value of that trust and what the assets are in it because it’s simply not publicly available what else? Theo house and children information those air the hard pieces for me of the puzzle that are hard to find. And that’s where i think both staff and board who might be closer to that individual, could have some conclusions from information for me. In terms of, uh, how many children ages of the children so that’s very important, right? When you’re talking about the stage of someone’s life. And is this a really good time to solicit them or not? You know, for example, right now i have two kids in college. This is a really bad time. Yes. It’s solicit for a major gift debt equity ratio is very. You would want to know something like that about an individual so that the conversation can then perhaps flow in a different direction. Okay. We have a couple seconds left. Anything else you want to leave us with before we moved to the board? Yes. Stockholdings in salary information. Unless they’re considered insider at a public corporation, then i can indeed access data about salary and stock holdings. Otherwise, it’s not publicly available information. And you and i have talked a lot about insiders. What the definition of that is etcetera. Okay, we’re going to go away for a couple of minutes when we come back. Maria, you now keep talking, but we’ll move it to the board. Conversation around your prospect research. So stay with us. Dafs you’re listening to the talking alternative network. Durney have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking alternative radio twenty four hours a day. If you have big ideas and an average budget, tune into the way above average. Tony martin. Any non-profit radio ideo. I’m jonah helper from next-gen charity. Welcome back to big guy, big non-profit ideas for the other ninety five percent. How could you blow your own tagline like that? It’s. Unbelievable. Big non-profit ideas for the other ninety five percent. We know that, but i want to make sure it’s reinforced the idea. Okay. Maria let’s. Um, let’s. Talk to the board. What would you like to say? Anything different? Tio two aboard. I think for the board, my main goal really is to put the mehdi’s about what we find on and also how we protect the information that we do find. So wherever that information is stored at your organization, whether it be in a donor database, in hard copy files, whatever the case may be, let them know what you’re doing with the information so that they understand how we collected and how we protect it. I think that that’s very important and also what their role khun b in the development cycle, because prospect research is a piece of that. So how they khun specifically help to support identifying new prospects and also revealing current donors that we have in the database that perhaps could be elevated in terms of their giving. And as you have suggested, filling in gaps where information isn’t available or matter it’s very hard to find, for instance, like you mentioned family information that’s, right, that that’s also often very hard to find, but they might know that that person very well, perhaps they played golf with them or they know them through the chamber or something like that, so they’ve had some interaction with, um, whereas you as the prospect researcher or the maybe even part time room searcher on a staff, you’re playing some other role within the number non-profit fund-raising steph, you may not have access to that information because you’re not in in mingling and interacting with them, so yeah, they’re they’re often really great source of information for familial data, and i’ve often said on block this back-up a couple years ago, i remember, in fact, it was around the time when you and i first met first met online that i think some of the best prospect research comes from face to face conversations with people over over lunch or however you do your meetings, i happen to like meeting’s over meals, but face-to-face conversations you can learn so much about. Someone you absolutely can, but then the board needs to be educated about how that information needs to filter back to the non-profit right? So there’s got to be some sort of ah trigger or a mechanism or a processor, a procedure in place said if they are meeting with somebody, or maybe maybe the meeting was happenstance meeting maybe it was just just a meal and all of that in the conversation suede toward thie organization that that you’re serving on a non-profit board for and suddenly the prospect starts asking, you know, lots of trigger questions that would make you believe g, you know, they might have an interest in coming down and learning a little bit more about what the organization does you’ve got to be able to have them, i guess some train them to have a certain awareness, um, to look for this type of information so that it can be filtered back and that that together staff and board can then discuss well, is there somebody that we should be considering, you know, to make sure they’re at a future event or get on our mailing list or whatever the case may be? What? Are a couple of those things that board members could be listening for? Certainly they could be listening for the types of other non-profit that somebody is already engaged with. So if they the conversation turns toward, you know what, where they serve on board let’s say you’re a youth based organization, and you hear that this person is, you know, two counties over but very involved in certain youth based efforts in their neighborhood. That doesn’t mean they wouldn’t know sara lee have an interest in knowing what’s going on in your neck of the woods. So i think that just understanding where somebody’s charitable, general family’s interests lie is very important also, if you hear them talking about corporate boards that they might serve on that’s very important, because now that tells us that if that person serving on a corporate board and if that corporation is public, then we know we can access an awful lot of information about that individual because, again, they’re reporting it to the sea, and we can find out a lot about what somebody stock holdings are, what their compensation is for serving on that corporate board, etcetera, even non non-profit boards. That they might serve on because that that would lead you to believe that they have a propensity for non profit work. Exactly, exactly so, yeah, finding out what their their interests are because of the various boards, both corporate add non-profit that they’re serving on, you know, be kind of interesting, teo, i think spend a few minutes at a board meeting showing them how they can use their own linked in accounts, teo, to proactively mind them to try and find other people who have similar charitable interests to what they have, for example, right? That’s a report activity? Yeah, what other board activity they’re doing, but also, you know, i mean, i mean, for your board that’s ah, that’s a good activity. Ah, lincoln training. I’ll lengthen training. Yeah, okay, wait, i’ve you know, i’ve talked a lot about lengthen that we can’t we don’t have time to go into it, right? But i mean, you could definitely right get on, get on the agenda for a board meeting and in a fifteen minute span of time, if you’re just able to get fifteen minutes in front of the entire board and do sort of live lengthen. Just showing them, if nothing else, showing them that advanced search feature a tow how they can mine it. That would be a very useful time spent on the agenda of the board meeting. Excellent. Yeah. And i was going to ask, uh, your way have this energy. Well, it’s not really synergy. I don’t know. It’s a mind connect. Yes, energy is overused. It’s not that, but i i was going to ask, you know, how would how would we get on the agenda of a board meeting? As as the person responsible for prospect research, whether you’re you’re full time job or just a piece of what you do that’s a great hook, they’re linked in. Um other you got another tip. Maybe in just our last minute for getting on a board agenda. I think if you can proactively identify through sources like guide, star and foundation directories and so forth, who the family foundations are in a community outlined the list of trustees attached to those family foundations and come to a board meeting asked to be put on the board agenda for the sole purpose of china identify who has connections to any of these. Trustees so that we can start approaching foundations in our community in a different way. Where it’s a person to person entree first, as opposed to going in with a blind letter of intent or a proposal, we have to leave it there. Thank you very much, maria. You’re very welcome. She’s, the prospect finder, she’s at the prospect finder dot com and at maria simple on twitter next week. Gene takagi is here. We’ll continue our two hundredth show discussion on partnerships and other joint ventures. Jean takagi, of course, principal of neo the non-profit and exempt organizations law group in san francisco. If you missed any part of today’s show, find it on tony martignetti dot com. If you’re smaller midsize shop, remember generosity siri’s for multi charity five k runs and walks. Dave lynn theo seven one eight, five o six. Nine, triple seven or generosity siri’s dot com. Our creative producer is claire meyerhoff. Sam liebowitz is on the board is line producer. The show’s social media is by julia campbell of jake campbell social marketing and the remote producer of tony martignetti non-profit radio is john federico of the new rules are 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. Hey! Co-branding dick, dick tooting getting ding, ding, ding ding. You’re listening to the talking alternate network. Duitz e-giving thank you, cubine. Are you stuck in your business or career, trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future. You dream of. Two, one, two, seven, two, one, eight, one, eight. Three backs to one to seven to one eight one eight three. The conscious consultant helping conscious people. Be better business people. Buy-in hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun, shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com, you’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems block a little? Help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? 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Nonprofit Radio for July 11, 2014: Online And At Risk? & Your Board’s Role In Executive Hiring

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Diane Oates: Online And At Risk?

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Do you accept donations online? Have a “donate now” button? Are you using crowdfunding sites? You may need to register with lots of states, not just your own. Diane Oates is an associate assistant attorney general in the Ohio AG’s Charitable Law Section and a National Association of State Charities Officials (NASCO) board member.df

 

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Gene Takagi: Your Board’s Role In Executive Hiring

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Gene Takagi, our legal contributor and principal of the Nonprofit & Exempt Organizations law group (NEO), walks us through this important board responsibility: hiring the executive officer. 

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Hello and welcome to tony martignetti non-profit radio. I am not your act ly name host who is having a new york moment at the moment. He will be here shortly. In the meantime, enjoy the music of scott’s stein. We can’t until a rub down. With this upon in each other now. Yeah. Elearning. Hyre okay. Latto good heimans it won’t talk with clothing way. Wait, i’m just trying to. What? So i’m gonna do the best that i can. He’ll have a competition way, man. No charming. Hyre oppcoll falik yeah. Ditigal they don’t say no. Back-up miree latto in-kind no. Hello and welcome to tony martignetti non-profit radio big non-profit ideas by the other for the other ninety five percent. I’m your aptly named host and i’m very glad you’re with me and i thank you very much for holding on one hundred ninety nine shows. I’ve never been late except now next week is the two hundredth, and i’m very glad you’re with me. I’d be forced to endure biliary atresia if i learned that you had missed today’s show online and at risk do you accept donations online? Do you have a donate now button? Are you using crowd funding sites? You may need to register with lots of states, not only your own. Diane oates is with the ohio attorney general’s charitable law section and a national association of state charities officials boardmember and your boards roll hyre hi diane, hold on also, your boards role in executive hiring. Jean takagi are legal contributor and principal of the non-profit and exempt organizations law group neo-sage san francisco walks us through this important board responsibility, hiring the executive officer on tony’s take to the two hundred show lots of giveaways next week we’re sponsored by generosity, siri’s hosting multi charity five k runs and walks. I’m very glad that diana is with me. She’s an assist, associate assistant attorney general in the ohio attorney generals charitable law section. She had been with the office for eight years, managing a broad range of cases, including charitable gambling and charitable solicitation. She has handled multiple investigations and enforcement actions and is ohio’s point person for multi state enforcement actions. Diana it’s, welcome to the show. Thanks, tony for having me and thank you very much for holding on. Sorry about that. No problem. I hope you enjoyed the music. So i did, um, let’s. See, so these are laws that non-profits have to comply with, and a lot of these laws haven’t really kept up with the new solicitation methods that that charities have that’s correct. A lot of the laws are are older and do not address any sort of internet solicitations. There are such guy lines is the charleston principles which charities can follow in determining whether they need to register in a variety of states that they are soliciting online. Right? And we’ll get a chance to talk about the charleston principles. It’s, it’s uh, but there’s. There’s not only online, but then there’s also the mobile giving world, of course, and that is growing by leaps and bounds. We actually just had a multi state. They nasco it’s, the national state association charity officials put out some wise giving tips for charities on how to manage ah, and be wise on the internet when doing any sort of mobile giving or any sort of internet solicitations. So you definitely charities should be definitely protecting their brand and making sure they know who is soliciting for them on the internet. Um, and we’re going to get to that document in the wise giving tips. The primary question, i think, is what what is a solicitation? And unfortunately that really varies from state to state. You’re correct. In a lot of states, the definitions might be a little bit different in ohio. Uh, it is when a person asked for anything of value so it can’t be money can be time, and that donation would benefit a charitable organization or a charitable purpose and that’s that’s fairly consistent across the states. But there are there are nuances when you start to drill down into well, okay, so sending us mail asking for a donation. That’s, that’s a solicitation everywhere but as you start to go down, too, email. Um, having a donate now button on your site, driving people to the donate now button that’s where it starts to get a little murky across the states. Definitely and that’s, where the charleston principals come into play, and that’s where the differences arise, because i believe only two states, tennessee and colorado, have adopted the charleston principles into law. Ah, many other states, including ohio, used them as guidelines for when to determine if a charity needs to register with our state if they have such a thing as it donate now button or any sort of online solicitation. Okay, so we know that they’re adopted in only two states right now suppose you’re not in one of those two states. Can you just pick up the phone and talk to somebody and ask whether they use the charleston principles as guidelines? I would advise calling either thie, attorney general and your state or the secretary of state’s office. Whichever office has thie charity regulator located in it and see how they treat the charleston principles you could call. Up, if you’re in ohio, call up our office, we would be able to tell you we used merely as guidelines to guide us as to whether charity needs to register. Obviously, if you are located in a certain state, if you’re located in ohio and you’re soliciting from there, you would have to register anyways, if you’re not let’s, say you’re located in west virginia, then we would go through the factors with you to see if you would need to register in ohio simply by having a donate. Now button on your website. A lot of times, though, i find clients make a call like that, but ultimately the final responsive to get is always we can’t tell you or we can’t advise you whether to register, okay, that and that might be the response in some states and ohio. I mean, we we would try to help you out as much as possible. Again, we can’t give legal advice, but i mean, i think we could steer you in the right direction. Isto whether you would need to register or not looking at whether you are, you know, mailing or emailing any solicitations to someone in ohio. If you are soliciting through an interactive website meaning you can collect donations straight through that website and whether you’re these are the two big factors whether you’re specifically targeting a person in our state or whether you’re receiving donations from a purse from people in our state on a repeated an ongoing basis or substantial base so we would go through those factors and tryto work with a charity to figure out whether you need to register here or not, we would definitely do that, ok, maybe ohio’s friendlier than a lot of states that that may very well be but and i’m not saying it’s not worth the call it’s just that because it definitely is worth the call. As you said, either to the attorney, general’s office or the secretary of state, it is worth the call. This is that sometimes, you know, the ultimate answer should i register falls on. Usually it falls to the to the charity and, you know, and they’re sort of referred to their legal advisors. But it’s still worth the call because, um, you can you can get a fair amount of help. Definitely. Okay. Um, we have just about a minute or so before break, why don’t you explain what thes charleston principles are just so so everyone’s acquainted with them? Sure, they are guidelines, which, ah, charity can follow to see if they should register in a state merely if they are soliciting on the internet. So what they need to look at if they are domiciled in a state, they will probably need to register there. And what i mean by domiciled is if they have their principal place of business in that state, if they’re not domiciled in the state, they need to look at there non-cash activities, and if those alone would cause them to register in that state like they’re mailing or calling people in that state, they would need to register if they are just asking for donations through their website, and if they’re either specifically targeting people in that state on their website for donations or they’re receiving contributions from that state on a repeated and ongoing basis for a substantial basis, then they would need to register in that state all about looking at the contacts in that state. All right, we’re going to take this break when we come back, we’ll find out where we can see the charleston principles. They actually happen to be my subway read. I carry them with me all the time, and i read them every you know, like every six months or so. I just go back and read them on dh. Then diane and i will will keep talking about what’s, a solicitation on, including talking about crowd funding sites to stay with us. You didn’t think that shooting getting dink, dink, dink, you’re listening to the talking, alternate network, waiting to get in. E-giving you could this’s the way we’re hosting part of my french new york city guests come from all over the world, from mali to new caledonia, from paris to keep back. French is a common language, yet they all come from different cultures, background or countries, and it common desires to make new york they’re home. Listen to them, shed their story, join us, pardon my french new york city every monday from one to two p, m. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. You’re listening to the talking alternative network. Welcome back to big non-profit ideas for the other ninety five percent got lots of live listener love, let’s start domestic because we’ve got a lot of foreign listeners, of course, but let’s start domestic bethpage, new york. Many in bethpage don’t know who’s in bethpage do you know each other in bethpage live? Listen, her love to you there. Beverly, massachusetts, new bern, north carolina. I just spent some very nice time in north carolina. Thank you. New bern. Columbus, ohio. New york, new york live listener loved each of our live listeners. And, of course, there are more podcast pleasantries, of course, to those listening on the time shift with iran a treadmill car, subway, airplane, whatever you are. Pleasant trees to you. Nine thousand plus ofyou. Okay. Diana it’s. Um let’s. It’s c where can we? What? We find these charleston principles to go and read them ourselves? If we would like to do so, i believe they’re located on the nasco net website. You can go to nasco net dot or ge. Okay and that’s an s ceo net dot or ge the national association of state charities officials correct, of which you are a boardmember. Yeah, and that’s, the organization that created the wise giving tips document. So while we’re talking about finding documents, what what’s the full name of that document? Sure, it’s the internet and social media solicitations wise giving tip and the tips are for three separate audiences for charities, donors and fund-raising platforms, and it gives recommendations and tips on how to give and fund-raising wisely online. All right, the internet and social media solicitations wise giving tips and that’s also on the nasco website, right? Correct. Okay, um, crowd funding the crowd funding sites. Those raised a lot of questions. I get this a lot when i’m doing speaking, what if we are using krauz rise or deposited gift? What do who’s supposed to register them? Right? If you’re a charity again, i would direct the charity to the charleston principles. Usually on those websites, you’re not targeting a specific state unless maybe an event is taking place in a certain state. Or, you know, your charity is located in that state. So and i think it’s unclear also, whether the fund-raising platforms themselves nietzsche register with states that’s still kind of an open question, okay? And also get questions. Related when charity’s air working with community foundations and and the foundation is sort of the past through for the for the donations, the question then is who should be fun? Who should be registering and again looking at the charleston principles if it’s just a passer, entity that’s just doing some administrative work with processing donations, they might not need to register, so i would again and advise those community foundations toe look at the principles right for the community foundations and then the charity’s the same who exactly? Okay, buy-in but on yeah, as we said, unfortunately, you don’t know for sure, except for two states, whether the state is is adhering to the principles. How come, how come, why is it that more states haven’t adopted them either? Officially, i guess through their legislatures or may be not as an act of the legislature, but just officially through the office that manages the charity registration process in each state, and that is a good question. I am not. I’m not really sure of the answer there, and yeah, you should probably talk to tennessee in colorado and see how they got that pushed through. I’m not sure. Why more states haven’t actually officially adopted them, okay. Because they are really cool, and they’re called charleston principles because i believe it was a meeting of nasco that was held in charleston, south carolina, where they were. These were adopted. I think they were. The discussion started there, yes, in charleston, south carolina, that’s. Why they’re called goodbye, not okay, but maybe not adopted there. Alright, yeah, attorney holding my feet to the fire e used to be an attorney, but so now that now i run roughshod over things. So thank you for being explicit. Okay, what about? We know there’s one state where you don’t have to register. Tell us about that. I believe that. Arizona? Yes. Yes, arizona. I believe they recently did away with their registration statue. I’m not too sure about that, but that is not a growing trend that icy. Definitely. I see that kind of an outlier. Okay, okay. So one point does not one data point does not make a trend that can’t even make a line from one point. Okay, but yes, arizona has explicitly said charities that are on ly soliciting in our state. I don’t need to register and yeah, they had a statutory system around registration and that was repealed or, you know, largely repealed. Yes. Now you made a point earlier that we wanted i want, like, just liketo amplify your home state where your incorporated that we should certainly be registered there. Yes, than any place where you have any principal place of business as well. Okay, so differentiating the inc you’re you’re only incorporated in one state, right? Because you’re not you’re not not-for-profits corporation, and that can only be one state. But you could have places of business in lots. Of states, you can have the principal place of this that’s, probably in one state. But then you can have multiple locations everywhere. And if you’re, you know, conducting solicitations from those locations. And yes, definitely you should be registering in those states. Now, you’re, um, your, um, important player in this because you’re a nasco boardmember but it’s so. Divers, because we’re fifty difference sets of statutes and, um, timetables and fees and things do you do you get frustrated by this process? It it can get frustrating. And we definitely hear from our constituent charities that it is frustrating and that’s why we do have twelve states that are working on a single poor product, the website where charities khun go and register and they wouldn’t have to duplicate the process over and over again. Okay, this is the single portal initiative. Exactly. What more can you tell us about what state that is? Or i don’t mean state. You know what state it’s in, etcetera? What can you tell us? Uh, well, the single portal project is being headed by twelve pilot states. They include california, illinois, alaska, colorado, connecticut, hawaii, massachusetts, michigan, mississippi, missouri, new hampshire and tennessee. And basically it’s, a project that has a three components. One obviously is to create a unified elektronik registration system that will allow non-profit organizations and then they’re professional fundraisers to goto one site and fulfill their registration requirements for all states eventually at that site. Another component is also to be a public website where anyone can get this information that’s filed. Academics could get it. Tio create analysis of emerging issues and trends. The public can look up this information to make more informed choices about their charitable giving and also non-profits can look up this information to compare thie effectiveness and cost of their professional fundraisers that they hyre and third, this would be a great tool for regulators. They could direct their limited resources away from registration and toward their core purpose of preventing fraud and misuse of charitable funds. Is this? Ah, envision to be a free site for charities? Um, that is a good question. I not sure about that. I know that this is kind of a three year time period where they’re going to try to get this off the ground rather soon and have it build up in phases over the next three years. I am not sure about the fees. I do not know that. Ok. Ok. Um, timetable do what stage is it at now? It is at the beginning stages. Thie pilot states created a nonprofit organization in delaware. Teo, help develop and operate the website. And they just decided that the urban institute they chose them to design and build the single portal website so it’s in the process of being built. And they are also establishing an advisory committee to help with the design and operation of the system. Okay, is it is it funded yet? Or were steven still too early for that it’s in the process of funding and the the non-profit, the multistate registration of filing portal the non-profit that was formed is reaching out to the non-profit community. Now, with grant proposals to help build up funds for this project. Okay, so that’s, something to look forward to. So is there not yet a timetable like when this should be live? Or maybe not all twelve states, but at least some initial minimum viable version. I think. I mean, the goal is to roll out the stages in the next three years. So hopefully in the next, maybe two years, the registration sites would be up and running. But please don’t call me that. Okay? Okay, we won’t. Nobody listens to this show anyway. Diane, show you fine. Okay, well, we know that arizona standing alone. Not a trend, but are there any other trends that you do see coming? Up the big trend icy is internet fund-raising on and that’s why nasco did put out this wise internet giving tips the internet fund-raising on the internet is growing. I believe in two thousand three it was about six point four percent of all charitable giving, but still it’s growing lead some bounds year by year. So we were really urge charities teo be aware of their presence on the internet and be aware of who’s raising money for them on the internet. Ah lot of thes fund-raising web sight they download the database of charities from guide star and then anyone can just go on and start fund-raising for a charity, which is great, but you also want to make sure that no impostors are going out. They’re in claiming that their associate it with your charity and trying to gain access to your donations. So check out the wise giving tips on also the charleston principles those will help you on, and we’ll put, ah, put links to those on the takeaways from the show, which go up on the facebook pages. Afternoon diane, please leave us with the nasco conference that the charities are welcome to come. Too, jeff, definitely the two thousand fourteen nasco conference is on monday, october six, at the hyatt regency washington on capitol hill in washington, d c thie theme this year is the evolving role of charitable regulation in the twenty first century. There are a lot of great panel scheduled i’ll just mention a couple first will be disaster relief and opportunities for collaboration between regulators and the not for profit sector. Um, our luncheon topic is our charities really charitable with our keynote speakers? Thomas kelly, who is a professor at u n c school of law, and john columbo, who’s, professor and interim being at the university of illinois at chicago school of law and then one panel, i think it’s going to be extremely interesting about ratings and evaluating charities. We have three panelists, art taylor, who is president and ceo of the better business bureau wise giving alliance daniel bora chop, who is president of charity watch, and ken berger, who is the ceo of charity navigator. And then we also have panels on a messa you bit executive compensation are wise giving tips and then also a single portal updates, so it should be a great conference. And you can get more information about the conference at nasco. Nat dot org’s. Thank you very much. Art taylor and ken berger have been guests on the show when we did the the sabat the myth. The what was it? The overhead myth letter that’s, right? We have the three signers of the overhead myth letter on and those they were two of them. All right, diane. Thank you very much. Thank you. My pleasure. Diana, associate assistant attorney general in the ohio attorney general’s charitable law section. That is fund-raising compliance and of course, very, very important. But what about fund-raising? Fun generosity. Siri’s david linn is the ceo. Generosity. Siri’s is a sponsor, and they host multi charity peer-to-peer runs and walks. I am seed. Their event in new york city. It was in brooklyn last november. It was a cool day, but it was it was great fun. They had ten or twelve charities as charity partners in the run walk. There were about one hundred fifty or so runners. So neither charity. None of the charities had enough runners for their own event. But when they pulled themselves under generosity siri’s it was a very successful event they raised collectively about one hundred little over it was over over hundred thirty thousand dollars for these ten or twelve charities. So that’s, what generosity siri’s does, they put smaller charities together. You can’t host your own or you don’t. The resource is teo host your own and they take care of all the back end stuff like permits and timing chips and medals for the runners and the sound system and the porta potties. This this is a do all of that. And there were enough port a potties too. We did not have to wait online. They had an ample supply of those. So david lin is the ceo. You can, you know, do business the way i do it, which is picking up the phone and talking to people. They are at seven one eight five o six, nine, triple seven. They’re also, of course, on the web. Naturally, you could go to the web, get information there, too. I prefer to pick up the phone, but you could go to the web generosity siri’s dot com. If you’re thinking about a five k run or walk maybe fitting into europe fund-raising please talk to dave lynn. Next week is the two hundredth non-profit radio two hundred show would be doing this show once a week for four years. Next month, scott stein is going to perform that song that you heard earlier he’s going to be here and live with his eighty eight keyboard eighty eight full full length keyboard he’s bringing it um, he’s going to perform cheap red red wine here, creative producer claire meyerhoff is going to be in the studio. All of our regular contributors are gonna be calling in, including jean takagi who’s going to be with us very, very momentarily on i want you to be part of the show as well, and i’m giving away prizes to welcome you to the show and to thank you for being a part of it. Tell me your most touching donorsearch story here. Tell me why you love non-profit radio either one of those leave a comment at tony martignetti dot com or use twitter those the two ways you join comment on the site tony martignetti dot com or on twitter using the hashtag non-profit radio your most touching donorsearch story or why you love non-profit radio if i read yours on air, i’ll send you a prize and you know, i’m getting i’m quite liberal about what i read on air and donorsearch torrey and your stories on air, so i love shouting out listeners, so there’ll be a lot of giveaways. I just got a new one today. Bye. I sent the email this morning email blast for today’s show and pamela gro donated a free course for a listener, so we’ll be giving away a free pamela grow course. We also have ah, bags of coffee from cura coffee. Want to thank your coffee also have a one year subscription to non-profit times. Thank you non-profit times. Joe garrick, the fund-raising authority he’s at fund-raising a u t h on twitter, he donated a book, lots of books from all the authors who had been on the show. I’ve got a library sitting in my office. It may as well be helping those books may as well be helping you, so i’ll be sending all those out too. So that’s the stuff will be giving away. Plus whatever else you might. We just got pam grow today. So who knows what what else might be available come next. Friday deadline adjoined contest one p m eastern next friday the eighteenth. That is the two hundredth show time. And that is tony’s. Take two for friday, eleventh of july twenty seventh show of the year, one hundred ninety ninth non-profit radio jean takagi he’s with us. You know him? He’s, the managing editor, attorney at neo non-profit and exempt organizations law group in san francisco. He edits the very popular non-profit law block dot com on twitter he’s at g attack g ta ke jin takagi welcome back. Hi, ton in. Congratulations on one ninety nine. I’m looking forward to two hundred next week. Cool. Yes. I’m glad you’re gonna be calling in for with us. Thank you very much. Thank you, it’s. Very exciting. Really? One hundred ninety nine shows ago. It’s one hundred ninety nine weeks. It’s it’s. Remarkable. Um, we’re talking this week about the board’s role in hiring the executive. And i’ve i understand that there are a lot of executives in transition. I think so, tony and it looks like some surveys have confirmed that it’s certainly been an experience with some of my clients and even on boards, i’ve sat on over the last couple years and there’s a great group called compass point out in san francisco, there, nationally known as one of the most respected non-profit support centers and together with blue avocado on non-profit online publication, they have a national survey on leadership succession in transition going on just right now, the last time they published the results with in two thousand eleven, and they found that sixty seven percent of current executive anticipated leaving within five years and ten percent. We’re currently actively looking to leave right then, and in two thousand eleven, the economic times weren’t so were so great, so sixty seven percent anticipating leaving within five years that’s a pretty staggering number. So now we’re already three years into that survey into that five year projection. Yeah, and sixty seven percent of two thirds. So if we had held this show off until two thousand sixteen, then it would have been moved. But there’s a new one coming out, you said, yeah, well, they’re they’re just starting the survey online now so you can participate on that. I don’t know the website, but if you you know, google non-profit transition survey executive transition survey thank you. You’ll get that okay, and its compass point it’s a compass point and blew up a goddamn kottler who you’ve. You’ve mentioned blue vaccaro before. I know. All right, so, yeah, two thirds of of ceos were expecting to be in transition within five years and where we’re only three years into it now. So the presumably these people are still looking. What boards don’t really spend enough time preparing for this kind of succession, do they? Well, you know, in many cases they don’t, and sometimes, you know, they might stay, they don’t get the chance because their executive director comes up to him and give him two weeks notice. And now, you know, the board may be used to meeting every month or every other month or even every third month, and now all of a sudden they’ve gotta ramp up their efforts and find an executive to come in in two weeks. That’s going to be really tough to do on dh, you know, again, if we say at any given time, two thirds of the non-profit executives are looking to leave their job, you know, it’s very likely that within your board term, you know, you may have an executive transition to manage, and sometimes with very little notice. So that’s that’s. Why? I think succession planning is just really a core duty non-profit board. Well, how do we let them get away with this two week notice? I mean, the ones i typically see are you know, the person will stay on until a successor is found. You that’s. Not your experience. Well, you know, you’re really lucky if you if you do get that situation, i think most non-profit executives are hired on at will basis. Meaning that there’s, not a contract to stay there for a given number of years. Either party can khun separate or terminate the employment relationship at any time. And as the average, you know, employee may give two weeks notice to go on to another job there. Many executives who feel the same way that they, you know, they may feel like they own allegiance to an organization. But another opportunity comes up and it’s not going to be held for them forever. And they may want to move on. Um, and they may feel like what they gave the board really advanced notice that they might be looking for something that they might get terminated. So they may keep that information from the board until those last two weeks. Well, because all right, so that i am way in the dark because i would. I just presumed that executive directors, ceos even if small and midsize shops were not at will. But they were but that they were contract. I mean, when i was a lonely back in my days of wage slavery, director of planned e-giving i was in at will employees, which means you can end it like you said, you could end at any time and so can they like, if they don’t like the color of your tie one day they can fire you, you’re at will, but but that that’s typical for for ceos and and executive directors. Yeah, i think for smaller non-profits it’s very, very common. Oh, i just always assumed that these were contract positions with termination clause is and no, okay, but, i mean, you know, it’s, your practice, i’m not i’m not disagreeing with you, i’m just saying i’m okay, i’m learning something s so that’s that’s incredibly risky. So it is. It put you in that position of saying, well, i need to replace somebody immediately and i don’t you know, as a board we don’t meet very often can we even convene within the two weeks to start the process going, it’s going to be so much better if he had a plan of what happens in case you know, our executive every doesn’t give two weeks. Notice, and even if the executive says, you know, in your scenario, maybe a longer notice, maybe, you know, in six months, if they do have a contract at the end of my contract, i don’t plan to renew, you know, i think we should go through the process of looking for for a successor and having a plan or thinking about that plan that have just coming up with something on the fly is going to probably result in a much better choice for selection of a leader in the future and that’s going to be critical and how well the organisation operates and how the beneficiaries of your organization are going to do are they going to get the benefits of a strong organization, or are they going to suffer because the organization can’t do it? You can’t advance mission as well? It should. Yeah, i mean, you’re you’re calling it on the fly. I would say two weeks notice for an executive director. Departing is a crisis, even four weeks notice. Yeah, in many cases, you’re absolutely right. Okay, i’m right about something. Thank you. You’ve got something right today. All right. So what do we what? Do we do teo to plan for this? Well, you know, i think the first thing the board has to do is start toe think about the contingencies. So what do we do and then actually want one thought that comes to mind, that, uh, that you raised tony is should we get our executive director on an employment contract? If they are and that will employee do we want to lock it in? And they’re sort of pros and cons with that? If you’ve got, like, not the best executive director in the world, terminating somebody on a contract becomes much, much more difficult than if they were at will employees. So, you know, you kind of have to weigh the pros and cons, but, you know, revisiting your current executive director her and the employment relationship is maybe step one, and suddenly he was thinking about, well, do you have a really strong job description that really reflects with the board want of the executive director and the basis on which the board is reviewing the executives performance on dh? Maybe the sort of initial question to ask in that area is do you actually review the executive? Director. And that the board you absolutely should you and i have talked about that the board’s is not part of their fiduciary duty to evaluate the performance of the the ceo? Yeah, i think so. I think it’s a core part of meeting their fiduciary duties that really, you know, as a board, if you meet once a month or once every couple of months or whatever. What’s more important, you know, then really selecting the individual who’s going to lead the organization in advancing its mission and its values, and implementing your plans and policies and making sure the organization complies with the law. Taking your leader is probably the most important task that the board has, because the board is delegating management to the to that leader. Yeah, absolutely. And i think it’s often forgot naralo overlooked that individual board members inherently have no power and no authority to do anything so it’s only as a group when they meet collectively, can they take aboard action? So for individuals to exercise, you know, powers on behalf of the organization that has to be delegated to them and typically the person responsible for everything is that ceo or the executive director. We’re gonna go out for a break, gene. And when we come back, you now keep talking about the process. The what goes into this process, including the job offer. So everybody stay with us. You’re listening to the talking alternative network. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking alternative radio twenty four hours a day. I’m dana ostomel, ceo of deposit, a gift. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas. As for the other ninety five percent? I gotta send live listener love, let’s, start in japan with tokyo kiss or a zoo and nagoya. Konnichiwa, seoul, south korea, seoul, some someone south korea, always checking in love that anya haserot. Moscow, russia, mexico city, mexico, ireland. We can’t see your city ireland’s being masked for some reason, but we know you’re there. Welcome, welcome, ireland, and also taipei, taiwan. Ni hao, nobody from china, that’s, funny, nobody from china today, coming back to the u s, we got cummings, georgia, in ashburn, virginia. Live listener love to you in georgia and virginia. Okay, gene. So now we’ve let’s say, we’ve learned that our executive is departing and let’s not make it a crisis situation, though let’s say this person is generous enough to give six months notice, so, you know, let’s, not make it a crisis. Where what’s our what’s, our what’s, our first step as the board. Terrific. And i’ll just add, even if you don’t, if you know your executive is not leaving any time soon and i think you should go ahead and start this process anyway. Oh, yeah, clearly we should be. We should have a succession plan in place. Yes, we’ve talked about it. Right? Okay, yeah. So i think the first thing to do is get a committee together so it might include boardmember some outside experts outside with the board. If you don’t have that internal expertise and just getting different perspectives out there, some of your other stakeholders might be really important. In what? You know what you want to look for in an executive in the future. So get that committee together first. Get the buy-in of the current executive director. So unless it’s going to be, you know, a succession plan for a termination? Yeah, we’re really unhappy with executive director, right? Let’s not get into that. Yeah, let’s get their buy-in and have them help in the process. Especially with your scenario where they’re giving us six months notice and everything is amicable. Let’s, you know, see she who knows better about the organization than the executive director that’s in place right now. So i’m getting there buy-in and help contribution. I think it is pivotal. Does this committee have to be comprised of hr experts? Why? I think having a least one or two hr experts is going to be really helpful. But i i think it’s more than that. It’s, you need program people who understand what the executive, you know, role is no respect advancing the program. You need the fund-raising people to know. Well, what is the going to do with respect to fund-raising perhaps the seeds, the lead fundraiser and some small organizations as well. So we need thio gather a bunch of different people with different perspectives and expertise to figure this out. And i think that’s a very good point to include a tte least aa program expert. Now, could this committee include employees, or does it have to be sure you can i absolutely on dh, you know, you might even have have have different subcommittees in there. So eventually this is going to go up to the board. But as the the committee is doing the legwork for determining what you need an executive director and putting together a job description and and, you know, perhaps, but the performance evaluation is going to be based on for the future executive director all those things can get, you know, we’d be aided by the contribution from several areas. Okay, okay, what are your thoughts on hiring a recruiter vs vs? Not well, you know, i think it depends upon what the organization’s resource is our and the organization should understand the marketplace it’s in a swell hiring two great executive director is the competitive thing. So, you know, if you’ve got a lot of resources and you’re able to you want to allocate an appropriate amount of resource is tio what i think again is making one of your most important decisions of the board? I don’t think you want to do this on the cheap at all. I’m just the same way i didn’t want you to do it on the fly or or or are in a rush matter-ness think you want to invest in this, and if you don’t have great expertise inside about things, about, like, doing job interviews and doing background checks. On the sex thing, you know how to differentiate between one candidate and another when they all look good on paper and when they’re maybe professional interviewees, but they’re not there, maybe not great leaders. How do you figure all those things that if you don’t know, that on executive search firm could be a great help and it can just open up the marketplace of potential candidates as well, especially if they, you know, decide to do a regional or even a national search, it really can ramp up who who you’re going to see in front of you and the quality of the candidates that this election comedian the board eventually will have to choose from. Okay, does the committee now come up with a couple of candidates to bring to the board, or is it better for the committee to choose one and bring that person to the board? How does this work? You know, i think the committee should be tasked with bringing several candidates up on sometimes it may be a multi tiered process so they might go through two rounds of screening, for example, and and at least let the board see who’s made. The first cut, and then and then, you know, present to the board, the final, perhaps two or three candidates. If you’ve got, you know, ones that are very close and in quality in terms of what the board want in an executive director, i think that’s pivotal. I wanted to add one thing, though. I’ve seen this done before, tony and i don’t really like it and that’s when. If a search committee or such altum comes up and says, you know, to the board, tell me what you want in a good executive director, everybody you know, spend five minutes, write it down and send it to me or take it home and email it to me and tell me what you want. And then the search consultant collates the the answers and then that’s, you know, the decision about that’s what’s going to be the qualities you’re going to look for. I think this needs a lot of discussion and deliberation and the value of, you know that that thought process and that really difficult thinking and getting all those generative questions out there is going to produce a much better product in terms of what you’re looking for and who you can get and how you’re going to do it. Yeah, you you send this tio use email and, you know, it’s going to get the typical attention that an e mail gets, like a minute or something. You know, it’s it’s going to get short shrift. And your point is that this is critical. It’s it’s, the leader of your organization you want, do you? Want the contributions of the committee to be done in, like a minute off the top of their head just so they can get the email out of their inbox? Yeah, definitely we could talk about board meetings and another show, but put this at the front of the meeting and spend, you know, seventy five percent of your time talking about this. This is really, really important, okay, you have some thoughts about compensation, and we just have a couple minutes left. So let’s let’s say we’ve the board has well, i can’t jump there yet. Who should make the final call among these candidates? Is it the board? Yeah, i think it should be the board that makes the final approval, but they they’re going to put a lot of weight based on what? The executive of the search committee, you know, tell them who they’re good. You know, the recommendation is okay. And i think that toe add one more thing to it is make sure the organization looks good to clean up your paperwork and your programming and even your facilities. Just make sure you’re going to be attractive to the candidate as well, because if you want to track the best, you better be looking your best as well. Okay. Okay. And the with respect to compensation now, we’ve talked about this before. What? What’s excessive. And there should be calms and things like that, right? So it’s really important to make sure that the board or unauthorized board committee one that composed just board members, approved the compensation before it’s offered to the candidate. Even if you don’t know that they’re going accepted or not, once he offers out there that compensation package, total compensation should have been approved by the board. And you want to do it with using the rebuttable presumption of reasonable procedures unless you know its far below market value. Okay, if you get payed accessibly or if you pay somebody excessively, there could be penalty taxes for everybody. Including the board. Should be careful of that. We have talked about that rebuttable presumption before. Yeah. All right, then. We have to leave that there. I look forward to talking to you next week on the two hundredth great. Congratulations again. And i look forward to it as well. Thank you, gene. Gene takagi, managing attorney of neo the non-profit. And exempt organizations law group, his blog’s non-profit law block dot com and on twitter he is at g tak next week. Oh, did i mention it’s? A two hundred show joined the contest. Tell me your most favorite donorsearch story most touching donorsearch torrey or why you love non-profit radio before show time one o’clock eastern next week use tony martignetti dot com or twitter with the hashtag non-profit radio very big show next week. If you missed any part of today’s show, you’ll find it on tony martignetti dot com remember generosity siri’s keep them in your thoughts and prayers there. A sponsor for the show. Talk to dave lynn seven one eight five o six nine triple seven or generosity siri’s dot com our creative producer is claire miree off will be in the studio next week. Sam liebowitz is our line producer. He’ll also be in the studio next week. But he’s here arika so social media is by julia campbell of j campbell social marketing and the remote producer of tony martignetti non-profit radio is john federico of the new rules this music is by scott stein. He’ll be in the studio next week be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. They didn’t think the tooting getting dink, dink dink. You’re listening to the talking alternate network. Get him. Nothing. Cubine are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. 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Nonprofit Radio for June 27, 2014: Successful Software Selection Strategy & Storify and Quora

Big Nonprofit Ideas for the Other 95%

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Don Fornes: Successful Software Selection Strategy

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Don Fornes, CEO of Software Advice, leads us through the software selection process for nonprofits.  (originally aired 6/14/13)df

 

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Amy Sample Ward: Storify & Quora

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Our social media contributor and the CEO of Nonprofit Technology Network (NTEN), has strategies and advice about the value of Storify and Quora for your nonprofit.  (originally aired 6/14/13) 

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Hello and welcome to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. I am not your aptly named host. I’m sam liebowitz non-profit radios line producer tony. Is that fund-raising day today, getting lots of informative interviews for the show. There is no show next week. It’s the fourth of july, enjoy the fireworks. Tony will be back on july eleventh and on july eighteenth, it’s, the two hundredth show of non-profit radio, will have giveaways, live music by scott stein and all of the contributors together. This week’s show is, ah re broadcast from june fourteenth, two thousand thirteen. Enjoy. No. 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 hope you were with me last week. I’d stuff. I’d suffer stick a myth eah, if i heard that you had missed maria’s faa cues maria simple, the prospect finder and our monthly prospect research contributor there’s a lot of speaking and training, we talked about what she’s frequently asked, and artists sally west and keith, right? We’re with me from australia to tell us about the love is campaign this week successful software selection strategy don fornes, ceo of software advice, leads us through the software selection process for non-profit fitz, how do you know when yours isn’t working quite right? Also, storify and cora, our social media contributor amy sample ward i got a promotion at the non-profit technology network in ten. After that, we’ll talk about the value of storify and cora to lesser known social networks for your non-profit between the guests on tony’s take to my block this week is a charity did what charities do? Beth israel medical centers fund-raising became public in the new york times is there anything? They should be ashamed of my great pleasure now to welcome don forged to the show. He started software advice in two thousand five after ten year career in the software industry, he held positions at an investment firm and as a corporate development executive at a pioneering c r m software company, he likes to observe the evolution of software markets, including the impact of innovation. Don fornes, pleasure to welcome you to the show. Thanks, tony. Glad to be here. Thank you, don. What are some symptoms that, eh, small and midsize non-profits current system, whether it’s software based or however it’s based aren’t isn’t working very well, and a lot of the non profit organizations that we speak to our on the smaller end of the scale and they’re managing things through excel spreadsheets. Maybe they have a website that was coded by, you know, employer volunteers with a few they’re using microsoft outlook and trying to find emails and information in there. There isn’t a professional infrastructure for managing their operations, and that can lead to what errors in in data, what other kinds of problem altum certainly errors data, but difficulty finding the information that they need, um, inability to could manage an effective workflow and know what’s going on and making sure things are getting done, having insight into you know who are their, what, not just who is donating, but what what segment of constituent is donating and being able to discover things about their their organization if you’re using excel spreadsheets than there might be different versions of that floating around your office? Yeah, that’s, that’s one of the big issues with spreadsheets now next cell is an outstanding tool and that’s why so many organizations use it, but you do have that version control issue, and you have just a lot of opportunity for errors in your formulas and things like that. So you get to a certain scale when spreadsheets won’t cut it anymore. Also in pulling out like donorsearch formacion you alluded to this, you know, you want to be ableto to segment, right? So that you can target people with a specific a specific approach. Sure, you’ve got you’ve got constituents who are big donors, small donors, everything in between, you’ve got constituents or e-giving for different reasons, so you really do it want to develop a marketing? Strategy that that identifies your various segments and and you want to work with them in a each, each segment in a unique way that appeals to you to their motivations and just expect forces, right? Thank you, and just extracting data. I mean, you should be ableto query your your database system in lots of different with lots of different variables. Yeah, there’s so many the exciting things going on in terms of analytics these days that the ability to not just automate the transactions, that is, you know, that the donations or tracking contact information or interactions, but then to be able to go back and do discovery on that information or quickly generated report, that type of analysis is so valuable and it’s getting easier. But it’s not as easy if you don’t have a good infrastructure in place, capturing that data in the first place. Yeah, you can’t really be. You can’t be very sophisticated. Um, what are the different types of software that might be out there that we’re gonna be talking about helping people select? Well, you know what? The court, the nonprofit organization needs to account financially differently than a for-profit organization. So now there is fundez counting, which is a critical infrastructure, but then in terms of really growing out business, getting beyond the administration, too, more strategic, how you’re going to raise money and activate your constituents, you’ve got a range of different applications, and so you’ve got donorsearch which will help you track who are your best donors or who could be your best donors, or maybe a more high volume campaign of how do you get a lot of small donations from a very broad set of targets? And then if it’s a membership based organization, you’ve got member management, not seeming, you’re providing some kind of value to that membership and trying to track who they are and who’s paid their dues and what you could do for them and what their interests are. You have case management where you have tell your client based organization where you have clients, that you’re taking care of our helping, you’ve got volunteermatch management where you’re you’ve got a large force of volunteers and you want to keep them organized, get the most out of that enthusiasm, those are those are four examples of very specific applications, and of course, the structure of the nonprofit organization will determine what they need. In that case, there are larger, broader, more sophisticated systems that integrate these capabilities. But whether or not you go to that level of technology investment, that’s, that’s a really important question an organization needs to ask itself. What about event planning? Sure, event planning is another application i didn’t name, but if you do a lot of events, you need to track registration, you need to track payments for those events and and all the tasks that come along with putting on a great event so that’s, another application that could be part of ah abroad integrated sweet or could be purchased on a standalone basis on dh then, of course, for non-profits that get a lot of their revenue, or even maybe just some of their revenue from from grants, there’s always grant administration and management too. There is on both sides of that relationship for the foundation organization of might be giving that grant as well as the non-profit that’s receiving that grant. So there’s there’s software to automate that as well. I think it’s, you know, moving to another topic, which is, you know what you actually need. Thie organization needs, too, sit down and think about what our real pain points why’re we where we falling short, so not just not just thinking in terms of gee, that technology is very shiny and cool. I’d love to use that, but where are we? Syrian sing. The most pain right now is keeping track of who are donors are who might be a donor. Or is it really organizing our volunteers to get the most out of them? More, you know, is that we have a difficult time organizing and managing the current process. If you have an outstanding grantwriting, and you’re only applying for a few grantspace year, maybe you don’t need to automate that. And as we’re on we, i know you have five different tips that we’re going to talk through. But and your got into one of them. Thank you. As you’re identifying what your real problem is, is it? Is it possible to? I would think it is. But i want to make sure to get a software solution that’s going to solve that problem, but then also have add on sort of modules that would do other things as the organization’s needs change. Sure, so there’s, there are a range of solutions starting from what we refer to his best of breed, so let’s say, an application that just does donorsearch monisha and they do that very well, and they have a lot of features for doner management. They go deep into that functionality, and then they’re on the other end of the scale are integrated systems that do donorsearch management, member management, case management, event management, the whole range of applications we call that an integrated suite and, you know, in theory, maybe there are broader than they are deep, although in some cases they’re both broad and deep and so you you have to figure out where you want to fall on that scale. Obviously the the best of breed solution khun target a specific pain point you’re having it can typically be implemented more quickly. You have fewer people using in europe, people involved in the implementation and you just go and you tackle that problem with that specific, best to breed solution. When you’re talking about integrated system, you’re getting the whole organization mobilized. Teo moved to this new system you’re thinking about how do your various departments work? Together that the folks that are working with donors, the folks that are working with volunteers, folks, they’re working with clients, and they’re all moving to this new system. It can be somewhat of a big bang approach and requires a lot more change management, and there may be benefits down the road to have him, everyone working off one seamless infrastructure sharing data and processes. But getting there is a big investment and the big challenge for the organization. We have to take a break for a couple minutes done, and when we come back, we’ll keep talking a little about the what we’re on now. There’s, different the implementation, and also your tips for identifying what the what the right solution should be. So i hope everybody stays with us, bring anything good ending you’re listening to the talking alternative network to get you thinking. Things. Cubine this’s, the cook, said about bush senior wear hosting part of my french new york city. Guests come from all over the world, from mali to new caledonia, from paris to keep back french is that common language. Yes, they all come from different cultures, background or countries, and it common desires to make new york they’re home. Listen to them. Share this story. Join us. Pardon my french new york city every monday from one to two p, m. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna you’re listening to the talking alternative network. Durney welcome back to big non-profit ideas for the other ninety five percent talking to don fornes he’s, ceo of software advice, which you’ll find at software advice. Dot com done so well, i’m talking about this implementation. It is possible than tio by these things in modules just just what you need immediately. And then there are systems where you can add additional modules. Is that true? I would say that that can be true. The modularity of the system really depends on how it was architected buy the software company. So there are some companies that do a very good job of designing their software into modules that can be turned on or off so that you could say, deploy four of ten modules and then turn more on as ugo. But you can’t take for granted that every system is going to be architected in such a way that makes that easy. Some learn some art and that’s something really begin to as you evaluate the software. Okay, all right. So let’s, let’s, get into your five tips. You’ve really started with one. You introduced one the type of problem that you’re trying to solve. And your advice. There really sounds like is to start with the problem, not the cool technology. You know. I like to say, don’t be romanced by the technology, especially now that we’re into this cloud era and there’s a lot of advances being made and user interface, and and how it looks, who feels this software is just really attractive and great stuff. But make sure you’ve got a need for it. Don’t just go buying technology because it looks full, or because one one person in the organization, maybe tech savvy. There may be an early adopter, but then the rest of the team are, you know, luddite, and we’ll find in the same way that person did. You can. You can get yourself in some trouble where you’ve invested in great technology, but you’re not using it. And i think related to that is that you want to get what’s practical for your office. Sure. So there are there are systems that are fairly lightweight and do just the basics. And sometimes that’s all you need sometimes you don’t need toe over altum e and other times you have a larger, more sophisticated organization. Or one particular department is fairly sophisticated. And you really want some advanced technologies. He’s got to think about what is what is right for your organization and your your department. How do you avoid being romanced? Are seduced by the bells and whistles. That really cool? Um oh, this one. You know, this one does that to we could we could use that to and o it has this other thing. We could use that also. How do you keep your feet on the ground? I think it starts with staying. Ok. We’re talking about a technology purchase here, but let’s, put technology aside for a while. Let’s. Sit down and say, what are our biggest challenges? Where are we? At least efficient. Where do we spend the most amount of time creating the least amount of value? Is it that we have? Everyone has their own set of contacts, you know, maybe each pitch person who’s working with. Donors has their own list of of contacts. It’s not shared. And someone leaves in those contacts. Go with, um for example. Okay, now you want to look for some kind of a donor management system that will unify all those contacts to be shared even if they are assigned to different individuals. So do you. You want to think about where your biggest pain points are and prioritize what problems you want to solve in what order? I like to say start small, think big, grow quickly. So, you know, start small. Okay? What? What problems are we going to try himself keeping it in the context of thinking big? Eventually we want to solve almost all of these problems and then moved from there you have success. So i think, really just having a business discussion about the processes and workflows and what’s working and what’s not, and then once you say, ok, this is what we’re going to stall them. This is how we’re going to solve it. Then you go out and you start evaluating the technology and you stay in control of that sales process rather than letting a sales person from the software company. Show off bells and whistles that make them most attractive. You know, you say that’s, great that’s, interesting will take that into consideration, but you always come backto. What are the core problems you’re trying to solve? And how does that technology solve those problems? You talked about fundacao n’t ing software earlier. What air cem? Some basics around around fundez counting. And what sort of problems might an organization have if if they’re not doing their accounting efficiently? Sure, i think with with accounting it’s it’s important to get the right infrastructure and processes and controls in place, i said, you need to be automating a process that is it’s. That accounting process is mission critical and has to have very strict controls. You don’t want to ever get into a situation where funds are being misappropriated are or you’re not sure how much cash flow you have going through the organization, so that is an area where you’ve got to get the right system in place. And yet, at the same time, it can be very constraining, because in accounting system has to be rigid and enforced controls. You need to make sure that this software that you’re buying handles the process is the way you want to handle them, or that you are willing to adapt to how that software handles those processes. S so we may have to adapt to what the software requires us to do. Yeah, so some software is more flexible than others in accounting often it’s a little more rigid compared to, say, a constituent relationship management system. Because, you know, we do have, you know, accounting principles that are standardized. That we have two follow-up so you may have to. You have to do things the way that software is built to do it. I see in ah, a lot of small shops, it seems like very routine things, like maybe checks being received or accounts payable, being ah, being received or sorry, paid always seem to seem, even though their routine, they seem like each time it’s the first time it’s ever been done. I hope that’s, not the case, for, for all organised thames, i think some are more efficient than others. I think it comes down to you know, what is the attitude around payables receivables on dh? How quickly are you going to do it and who’s doing it? So i think that getting the right software in places key there, there are so many great technologies right now, such as a ch payments, you bring a payable ilsen receivables in our own organization. We’re doing more and more a ch, which is essentially a wire transfer, but no more scent paper checks, but actually just sending the money elektronik, lee and the more modern systems are built to be able to do those kind of transactions. And i’m glad i’m glad you explained what a ch is. Because on this show, i have jargon jail. But you kept yourself out. You kept yourself out of george in jail by quickly saying, basically a ch iso wire transfer. I think it stands for automated clearing house. Do you know? Is that right? That sounds good. Okay, so we’ll take that. Okay? Yeah, now. And i just meant that, uh, all right. Guess i was going back to symptomology a little bit. You know, when i said routine things seemed to i get treated as if there is the first time every time, even though it’s it’s done, you know, it doesn’t times a month or something, it always seems. To be a difficult task. So, andi, i see that. Sorry. Go ahead, you’ve got organizations for maybe you have a volunteer bookkeeper, who’s coming in once a week or twice a month or something, and maybe they’re using an application that isn’t designed for fund accounting on dh. Maybe that particular person is, ah fine bookkeeper, but not very tech savvy and so that’s, where you can get into those situations where things were just very slow moving and and no one could really tell whether the check has been cut or not received or not. And i think that is symptomatic of the level of sophistication of the organization or they thought, function in the organization. Let’s, go back to your to your tips for, for finding navigating your way through the right software. What, what what’s. Next on that you recommend. Well, we’ve talked about not being romanced by the technology we’ve talked about some of the different applications, and identifying the problem first and then matching the technology is the solution. I think another interesting thing is its funding technology it’s an interesting area, because there are plenty of people out there who who love technology, who loved sponsoring technology but who love rolling up their sleeves. Of course, there are plenty who don’t, but organizations can identify those constituents who can be very useful as a technology resource. So in technology, there are plenty of people who been very successful financially, so you may find donors who have a background in technology who get excited about funding some kind of technology, purchase and implementation, and at the same time, they can roll up their sleeves and help with advising on selecting that technology, implementing that technology. Then there are folks who fit that description that maybe don’t have the financial resources to contribute, but could contribute their time and skills. So technology is is an area where well, let’s, let’s, go back to that bookkeeper. You know, there may be bookkeepers who could volunteer to do your accounting, but that probably isn’t the same level of passion relative to technology, where there’s. Some people that are very passionate about what technology can accomplish and would really be motivated to come in and help you, either financially or by rolling up their sleeves. So i think you can be really creative as you think about technology. Maybe not. Just another thing that comes out of the operating budget. But could you do a special campaign around raising money to fund a technology project or forgetting time donated by folks that are tech savvy? Okay, excellent, yeah. And and as you touch on this, another, another issue and that’s important, and a tip that you have is around the implementation and the training. Sure, so this is along the same theme i’ve been hitting on throughout this conversation, which is they’re really needs to be a process behind the technology, whether that process is something you seek to automate with the technology or process you switched to because that’s the process that technology automates by default, and so the people that are gonna adopt this technology and use it are really critical to its success and can also lead to its failure. So if you by technology and you don’t use it, we refer to that in the industry as sh elsewhere go that as we do surveys of technology users and buyers almost every time what floats to the top is one of the biggest challenges is adoption. How do you get everyone to start using it if you have your development folks using a donor management system, but they don’t like filling out all the fields, you know, maybe they need the email in the phone number. I just don’t want to take the time to put in that physical address. Ah, that may serve their needs, fine, but it’s not going to help the marketing group when they want to. Do that next direct mail campaign, right? Right. You can get a lot of dirty data, and there you need to get those folks thought in early to get the right data in the system and clean data in the system. If they’ve always been more of a relationship person, they don’t want to use technology, maybe they do their work over our lunches or in events. You can have this whole system you’ve invested in, people are using it. So i’m i make a suggestion that may seem counterintuitive, which is get those people involved in leading the technology selection and implementation effort. Maybe they’re not the lead on the project, but they’re involved from the start so that they have a sense of ownership and buy-in and really get exposure to what the technology can do from the start. Well, they were probably gonna put one of your more tech savvy people in charge of the project. But you need to get those those late adopters, our new tights into the process early so that they really you have an epiphany then come to believe in technology. We also need the leadership. It’s it’s gotta be it’s. Gotta be used properly at the senior levels. And it’s got to be encouraged and sort of enforced from the senior levels. Yes, and that would be a challenge if you’re senior management are the late adopters. Yeah, okay, not need a champion at the most senior levels of the organization. Who could say, hey, this is something we’re going to do the time has come and everybody’s going to get on board and we’re going to get the right amount of funding. We’re not goingto, you know, we’re not going to be too cheap about this. We’re going to get the right stuff in place, and we’re going to make the changes in how we do things around here so that we’re really using this software and and automating are our process is the right way. Don’t we have just about a minute left or so i want to ask you, what is it that you love about the work that you’re doing? You know, i it’s, uh, a little bit nerdy, but i love efficiency. I love getting doing things better and faster and in my own organization, it’s reflected by developing our own technology way rarely even by third party technology. We have a team of developers who build everything from scratch to do exactly what we wanted it’s led to great efficiency and i think, whether your advanced enough to build your own or whether you’re buying software off the shelf there’s a great sense of momentum and pride that comes from getting better at what you do in getting more efficient and that’s what i love. Don fornes, ceo of software advice. You’ll find them at software advice. Dot com don, thank you so much for sharing your expertise. Thanks for having me telling you, it’s been my pleasure right now. We go away for a couple of minutes when we returned tony’s, take two, and then amy sample ward is with me talking about storify and cora. Stay with us, talking alternative radio, twenty four hours a day. Hi, i’m lost in a role, and i’m sloan. Wainwright were the hosts of the new thursday morning show, the music power hour, eleven a m we’re gonna have fun shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. I’m the aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent fund-raising board relations, social media, my guests and i cover everything that small and midsize shops struggle with. If you have big dreams and a small budget, you have a home at tony martignetti non-profit radio friday’s wanto to eastern talking alternative dot com. Hi, this is joanna quotes at the woman’s playbook on talking alternative dot com. Join us every thursday twelve noon to one p m. We’re talking about the rising she economy and about women, entrepreneurs and their growth, their triumphs and the businesses they run, which is different than the way men run businesses every thursday. Twelve to one pm on talking alternative dot com. It will help you start, run and grow your business. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. I’m chuck longfield of blackbaud, and you’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. That was chuck longfield, chief researcher research scientist, actually at blackbaud from last year’s bb con conference and i will be there this year in october. Also, thes blackbaud people are very modest, it’s hard to get them to say their titles. Janna eggers, senior vice president i think of marketing in products just, said jenna eggers from black board, i have to get them to be a little more ah more forward about their titles and we have something to say about titles, titles that have changed very shortly, but first i can’t send live listener love this week. I’m sorry i’m not live where pre recorded this week, however konnichi wa ni hao anya haserot you know i send live listener love also, california always checks in texas, north carolina, oregon from time to time north i said oregon, not oregon there’s no e at the end of that, i learned that. Who else checks it? New york. New york has been lately so live. Listen love to all of you and everybody else. Who’s listening live. I will be back in the studio next friday. Tony, stick to my block. This week is a charity. Did what? Charities do the fund-raising at beth israel medical center here in new york city became public because of a will contest, and it’s fund-raising methods were the subject of a new york times story, which is probably something that we would all rather avoid, and i don’t think anybody wants their internal office processes splashed internationally on the new york times, but i saw very little that beth israel should be embarrassed about, um, i think they’re fundraisers, including their ceo, who, of course, we know should be a fundraiser. I did what they were supposed to be doing did what charities do they is the story of a woman who was living in the hospital, literally living in the hospital for twenty years. She was a resident of the hospital for twenty years, and the question is, were there was the hospital’s fund-raising tactics inappropriate? And i don’t think they were. I think they had a great prospect living among them, and they would have been, i think, careless if they hadn’t cultivated and solicited this woman for charitable gift. There were some emails and some notes to the between members are between employees that i think we’re a little carelessly, unprofessionally worded, but there’s nothing unethical, certainly nothing illegal, nothing fraudulent. So i don’t really think beth israel had that much to worry about when they’re fund-raising became public in the new york times, and i say more about that on my block, the post is a charity did what charities do on my block? Is that tony martignetti dot com that is tony’s take two for friday fourteenth of june twenty fourth of the year. Oh, i’m very glad that amy sample ward is with me now. She got a promotion at the non-profit technology network and ten and her most recent co authored book is social change, anytime everywhere about online multi-channel engagement, her blog’s, amy, sample, ward, dot or ge, and on twitter she’s at amy r s ward, i guess i don’t know, i guess i’ll say it because it’s it’s easier for me to say then for amy to say congratulations on being promoted to ceo of inten. Thank you. When was your promotion? Effective. Ah, effective june first. So we are in day eleven. All right? Yes. Today’s tuesday the eleventh. Um how’s it going, it’s going really well, i mean, you know there’s there’s not a lot of time spent trying to figure out who are these people that i work with because i already got to work with them for the last over two years, so it feels like, you know, you could just jump in and we can start moving forward on all kinds of projects are already deep in the weeds of the next ntcdinosaur will be in march in d c, so lots of lots of action, lots of good stuff happening and t c, of course, is the non-profit technology conference? Yep, right, followers of intend may not know that. So what, you’re jargon jail? All right? No, no mass resignations since your appointment as ceo. Well, not yet. Knock on wood. I i don’t think that that’s the case. I think we’re all really excited to dive into work together. I think you know, any organization that’s gone through a transition, you you kind of let yourself feel like, well, maybe, you know, maybe we’ll go in a new direction. Maybe we won’t what’s gonna happen. And so once everything’s kind of decided, well, now we can just move forward on all those great ideas. That we’ve been having and conversations that staff have together it’s, like one day. Maybe we’ll do this. So now we can really start putting some of that into motion on. You were supposed to be in the studio with me today, but you had to be by phone because you have something going on in your apartment, right? Yes. Since we since i’m now the ceo and ten, we will be relocating back to portland, where the antenna main office is. And as such as manhattan real estate, as soon as our landlord know that we were moving out well, he wanted to start fixing it up for the new people. So some repairman is coming. Tio, work on the bathroom. Okay, lets you get a swelled head. As ceo. You still have to being still to be in your apartment to let the let the contractors in. Exactly right on dh. Do you know when you’ll be moving? Sorry. Very sorry to see you’re going. You won’t be live in the studio with me anymore. Or maybe you will one more time when you mean portlanders again in july. July. Okay, we’ll see whether we get you in. The studio one more time or or not, i guess depending on when your move is in july. But very happy for your congratulations on your appointment. Thank you. I appreciate it. This seems like a good time to let listeners know. Remind listeners what what? And ten is about what? What what kind of help can small and midsize non-profits get from non-profit technology network? Sure so and ten is a non-profit ourselves. So we definitely understand what everyone else going through and where. The membership organization for anyone looking to use technology to meet your mission. So there’s no organizational size requirement there’s no budget requirement. There’s no mission specific or caused specific focus that we have it’s really, truly for everyone that’s trying to use technology to be a little bit more effective and more efficient and meeting your mission. So we have the ntc like we mentioned before the non-profit technology conference, which is our annual conference in this coming year in d c we’re expecting over two thousand non-profit staffers, so it’ll be a big, really great conference. But then, outside of that conference, we have about a hundred webinars a year that air on all different topics um, tailored to all different kinds of staff in an organization because, you know, for example, if you’re thinking about online fund-raising well, there’s some pieces of that that your staff are interested in, you know what air the pieces we need to have in place? And then there are pieces of online fund-raising thatyou’re development team want to know, like, how do we make the ask successfully online? Um, so we try and make sure that there’s something for all those different sides of everyone in organization and we have depending on the year between five to eight research reports on those air free to download for and ten members, and then, you know, outside of all of that, really a community so there’s over eleven thousand and ten members sixty thousand, largely in the community that aren’t necessarily paid level but attend webinars or have come to the conference. So there’s the probability of sets that there’s no way that there’s someone who hasn’t gone through what you’re going through at your organization and it’s a great place to come find those piers, ask some questions, see how they’ve navigated that website redesign or that our processor, whatever it may be, and you make the point very well that this is not on ly for technologists duitz who understand technology but it’s for everybody in the organization. Exactly. I mean, it’s twenty thirteen, right? We’re all using technology. It doesn’t mean that we’re all directors, but we all need to use these tools to do our job. And so it’s a place where you can go regardless of what area in the organization you work in to find resource is that help you with your job, whether you’re in communications or you’re on the program team what whatever it may be, you’ll find antenna at and t e e n dot or ge cool. Thank you very much, amy. Think well, hopefully we’ll get you some new members on dh attendees at ntcdinosaur and viewers of your webinars and readers of your research reports, because i think it’s very valuable what in ten does? And it is a it’s, a it’s, a morass in a black box for a lot of people and that it need not be right. Let’s talk about storify and cora let’s do it. Okay, storify, um, what’s. Ah, i see. It described as content curation. What is this? Yeah, but kind. I mean, if you’re going to jargon jail me for ntc jargon jail you for content curation because that sounds wonky. Well, i asked you to. I asked you to explain it e i would know that wouldn’t be the way i actually think storify is really cool tool really cool platform because it is so directly the definition of social media it multidirectional its share a ball, it’s public all of those pieces that we associate with you know what? These social tools online are that storify. So essentially you could go to storify you say i wantto i want to create a story, and i want it to be about, uh non-profit radio looks put in the hashtag non-profit radio that’s what you wanted to do your store storify about today after you listen to the podcast and it will pull in all the media that it finds it’ll pull in the tweets if there are photos of tony’s taking photos in the studio and posting them. If there are videos posted, whatever kind of video that it confined with that hashtag non-profit radio and what’s great! Is that it doesn’t just pull it in and say, here you go, it shows you these air, all the available pieces of content, you know we found and you get to very simply you don’t need to be a technologist to do this, but you can just drag and drop them into your post. You can add your own tax so you could say here’s a great quote from one of our live listeners and then pull that tweet over. Oh, are you know whatever those kind of like annotations would be, and then when you are finished compiling it, you can either embed the whole thing in your website or in your blog’s, or you can just share it out on twitter or facebook wherever you want to share it and have it stay on the storify website. You know where however you want to move it around and it’s? Great, because then people can go back and kind of see that recap of the conversation i think it’s used really well. Bye. Uh, newspapers new york times used storify all the time. Tio pull in. You know what they’ve seen on a breaking news story? Kind of in real time, things like that i see. And on all those examples that you gave by the way of non-profit radio, which is an outstanding example to use. Thank you. They all do exist. Wei have just a minute before a break. Do you have to start your storify with a hashtag or could you just use the phrase? I guess in quotes tony martignetti non-profit radio can you start that way? Yeah, you could try it that way. It’s it’s easier with hashtags only because you know that it’s a dedicated tag that people have been using. Whereas if you were trying to just search for you know any instance of someone saying non-profit technology, for example, there was it would just be too big and nebulous. Tohave a clean, you know, conversation captured. Okay. Non-profit radio is what you meant. Yep. Non-profit technology i understand. Just flows out. No, no, no. I meant non-profit technology. If you did that generally as a phrase versus for example, the hashtag and p tech. I see. Ok, ok. But you can edit out things that are extremely us, right? Yes, for sure. Okay. All right, let’s, take a break and amy will return, and we’ll keep talking about storify and also kwara. Stay with us. You’re listening to the talking alternative network. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking alternative radio twenty four hours a day. Hi there and welcome back, amy, this sounds like something that could be good for non-profit don’t have a social media team or director at all because you’re pulling in content that’s you’ve already created or that others have already created. Yeah, especially if you’re on organization where you’re having an event or you’re having, you know, you put out new report or you launched a new program or, you know, you’ve done something that’s gotten your community talking online about what you’re doing so so it’s about something specific, it doesn’t just generally, you know, i like and ten well, that’s terrific, and i would love tweets that say i like and ten, you know, it’s, not necessarily something to capture a story, so any time you’re doing something that is a little bit more time bounder or topic lee specific it’s it’s really easy because you now you have all this content and so you, khun, just like you said, even if you don’t have a social media are big communications department, you could just go pull it all together fairly quickly, but be it also means that now all those community members that got highlighted in your store if i get to feel like, oh my gosh, you know my my tweet about the event or the photo that i took of, you know, the ballroom at the event got to be featured in the organization’s recap and that’s really cool for them as a member of the community who maybe hadn’t ever really felt highlighted or, you know, called out by the organization before and now they’re kind of, you know, they get to shine as part of the recap, and that makes it more likely that they will share it with their communities exactly. Now it’s and storify, when you said that it gives you the chance to either in bed or share, i guess or both the people that including the people that it shares with include the people who contributed to everything that got drawn in, right? Yes, exactly. It has a lot of built and sharing features on dh you can you can tell it not to do those things, but it try it wants to encourage you to send out a tweet for example, tow any, uh, any tweet that you included in your storify to send a reply to those people saying, hey, i highlighted you in my store if i and give them a link and then they, you know, it links back to the store if i so you can have, you know, when you have your storify account in your building, these specific stories they’ll stay on the story by account, you have a you know, profile there people can just follow your storify account if they want teo, but you could also embedded on your blogged on your website, maybe you maybe you created a storify for a specific offline event that you held and, you know, lots of people tweeted and shared photos and you create a storify well, that’s really great to go back to the event page and added there so now it’s like an archive you know, event captured page and not just an old registration page, you can keep all that content there, so you’re extending the life of your content. Exactly. I get a tweet like that whenever i participate in a in a twitter chat called fundchat hashtag fund chat and at the end of the chat i got a tweet that says you’re included in my storify for the fir fundchat today here? No. Okay, i think it’s a really great tool for twitter. Chat because it’s, when you are participating in the chat, i think it’s fairly easy to follow along. But if you aren’t participating in that moment in the chat and you want to go back and look at the hash tag later, it just doesn’t make any sense. You know, you need that storify where the organizer can move people’s replies to fit underneath the question, you know, instead of in-kind of the ad hoc free flow that they may have actually come in, so move them out of the time stamped order of when they were sent. But which question is this person answering and that kind of thing, right? Put them into a logical order. Yeah. Yeah. Interesting, though, that they do come with the time stamp too. I like that. It pulls in all the all the original features of the of the piece of content. Okay, let’s, let’s. Give some time to quarrel. Qu qu o r a i won’t try to describe it since i got admonished the with the store. If i so how would you amy sample? Ward defy, describe quarrel for listeners. Sure, so cora is essentially a q and a site, so you or others could submit a question, and then you or others could submit an answer and, unlike certain other question and answer websites that you may have seen or if you have ever, like, done an internet search just for a question, and then you see all of these, like different kinds of forums and q and i websites come up where someone else’s asked that question, cora tries to keep it really limited so that there’s there’s not just like a forever stream of answers, but that there are really, you know, prominent answers to that question on which is, you know, something that kind of plays up a positive feature. So you’re not sifting through and wondering which of these answers is the real answer and it’s a place where bulls organizations and, you know, individuals of all different backgrounds have have really established some of their energy online as a thought leader, a resource to whatever kind of niche field there in so it’s not just about technology about everything under the sun and people are there, you know? Some people ask a question and then answer at themselves because they want teo share information about that topic, but others see questions that others have posted and go in and provide an answer. I’ve answered a question on what’s the best way to get a taxi cab in new york city, huh? So i don’t know that an expert, but i had a couple of suggestions. I see too many people standing on the curb, you’re gonna be out there, you could be in the middle of the street practically gotta want that you got at least twenty five percent of the way into the street. If you’re not, if you’re not in danger of getting run over, then you’re not going. You’re not an effective cab campaign that’s how you’re stopping the taxi is by preventing them from driving further down. All right, so we just have a minute or so left. How could non-profits use quorra? Sounds like credibility is very good. How else? What? Why else? Well, i think there are lots of ways whether you want to talk about your you know, the field in which your organization works and provide answers. Say you work. In public education and you want to go? You know, maybe someone has posted a question that says, what does a charter school mean you if you work in public education, you probably know, and you want to provide a on answer, um, i think the thing keep in mind is that it is a very individual driven platform, and so if you have, you know, your executive director, maybe of a policy director you have, you know, whoever it may be in your organization think about having more than one person with an account and providing those answers as that credible individual that represents the organization, so that you created a little bit of space between that answer and your organization and have also said, well, of course our policy director is answering this question because it’s about public policy and we have an expert on this, you know, and that’s why we’re such a credible organization q u o r a dot com. Maybe we have to leave it there. Amy sample ward, ceo of non-profit technology network. Congratulations on that again. Thank you. She will remain our monthly social media contributor. You’ll find her at amy sample. Ward, dot or ge, always a pleasure safe move. I hope i get to see you before you go. Yes, thank you, bye. Amy buy-in insert sponsor message over nine thousand leaders, fundraisers and board members of small and midsize charities. Listen tomorrow to tony it’s, not just martignetti non-profit radio, tony martignetti non-profit radio each week. If you’d like to talk about sponsoring the show, contact me on my block. Our creative producer was claire meyerhoff. Janice taylor is usually the assistant producer, but she’s, not here today. Sam liebowitz is line producer. Our show’s social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Oh, i hope you’ll be with me next week, talking alternative broadcasting at talking alternative dot com. I think the dude getting ding, ding, ding ding. 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If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking. Come on.