Category Archives: Fundraising Fundamentals

Ask For What You Want

Bilie (Mac) McBain Dec 16 blog post

Two customer service reps recently reminded me of the value of straightforwardly asking for what you want. Asking politely, confidently and firmly, which is how fundraisers should solicit potential donors and prospects.

Billie (Mac) McBain at Best Buy in Aberdeen, NC asked me in all the right ways to fill out an online survey, rate the store a 10 and explain how he helped me buy the right charging cable for my wife’s MacBook Pro. I obliged, but only after sharing my impression with the store manager and Mac together. I also tweeted my admiration.

 


Just last week, Port Authority of NY & NJ customer service rep Mohammed Alam helped me save a buck when I bought an AirTrain ticket on my way home from JFK airport. As he explained the procedure, he wrote his name on a business card and handed it to me. OK, he didn’t explicitly ask for my help, but the implication was clear and confident. I happily dashed off an email to HQ. (Which sent back a lackluster form reply ignoring my enthusiasm. Boo!)

Port Authority Customer Care rep badge Dec 16 blog post

Both were terrific, fun, sure-footed solicitations that got me to give what was asked. Bravi, gentlemen, bravi!

Let’s bring this back to what I know something about. It’s painful when I see a weak fundraising solicitation.
— An email or letter where the ask is buried in the middle of the fifth paragraph
— One that never comes around to make an ask
— A solicitor who apologizes
— A solicitor who just isn’t comfortable asking for money, or other support
— I had a client where the executive director insisted his letter should “humbly ask”

Gutless solicitations demean your work and discourage support. They’re embarrassing for everyone and suggest you don’t believe in the cause.

You believe in the cause, right? Or else you wouldn’t be there.

Here are a few tips:
— Rehearse: many Nonprofit Radio guests have suggested this. You role play the solicitation meeting. Lots of pros use this.
— Prepare in advance: last minute preparation is inadequate; this is an important meeting!
— Not so many pages or screens: lots of notes suggest you don’t know your subject; that’s why you prepare.
— You host: when meetings are in your office, you control the flow and prevent interruptions.

For serious help with strong asks, check out Asking Matters. You can find your asking style (rainmaker; go-getter; mission controller; or kindred spirit), which will help you approach others, and show you how to support volunteer solicitors. (Follow president Brian Saber.)

When she was with Asking Matters, I had Andrea Kihlstedt on Nonprofit Radio. The link to listen to our convo is at the bottom of this post.

Ask for what you want with firmness and confidence. Ask from a position of strength.

Nonprofit Radio for December 13, 2013: Mastering Millennials & Engage By Age

Big Nonprofit Ideas for the Other 95%

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Listen live or archive:

My Guests:

Derrick Feldmann: Mastering Millennials

Derrick Feldmann in studioDerrick Feldmann, co-author of The Millennial Impact Report, shares the research on how 20-32 year olds connect, get involved and give to causes they’re passionate about.

 

 

 

 

 

 

Amy Sample Ward: Engage By Age

Picture of Amy Sample WardAmy Sample Ward, our social media contributor and CEO of Nonprofit Technology Network (NTEN), knows which social platforms are best for which ages. She has tips to engage-by-age and reveals platforms to watch for in 2014. Plus, her 60-Second Style Stop.

 

 

 

 

 


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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 it’s friday, december thirteenth, twenty thirteen oh, i hope you were with me last week. I’d lapse into frigate triska, dick alia phobia that’s special for today if i came to learn that you had missed brandraise to fundraise. Sarah durham is principal and founder of big duck communications consultants for non-profits we talked about what brandraise ing is and how it paves the road to fund-raising and safeguard your donordigital how do you best preserve and protect your donor information? Scott koegler is our tech contributor and the editor of non-profit technology news, and he explained it this week. Mastering millennials derek feldman, co author of the millennial impact report, shares the research on how twenty to thirty two year olds connect, get involved and give two causes they’re passionate about and engaged by age. Amy sample ward, our social media contributor and ceo of non-profit technology network and ten nose which social platforms are best for which ages she has tips to engage by age and reveals the platforms to watch for in twenty fourteen plus. She’ll have her sixty sixty second style stop between the guests on tony’s take two my giving tuesday roundup of round ups we’re improvising a little bit right now because derek feldman, who wants to be in the studio, is supposed to be in the studio isn’t in the studio, but he’s he’s on by phone. In a cab, we’ll find out exactly where he is. Derek feldman leads the research team on the millennial impact project and is ceo of achieved, a consulting company he co authored caused for change. The why and how of non-profit millennial engagement, published by wiley he roots for he writes for philanthropy news digest of the foundation center and the huffington post impact channel on twitter. He’s at derek feldman spelled with two ends derek feldman welcome, thanks so much, tony. I think i’ll be there with you soon. Okay, where are you self? Tell me where you are. Well invited tunnels. So know what side of the city. And so i think i’m about ten minutes. So our eight minute ok, the tunnel. Which time we have a bunch of tunnels? Which tunnel you near lincoln? Oh, my god. You’re what time? Did you leave? Where? Julie? From indiana, i think. Well, it’s, a lot of traffic, but i’ll be there. I promise. Don’t worry. We’ll get okay. All right, now, that’s ok? We can improvise by phone, and then we’ll get you here when you get here. Um what you tell us why we should be even be be studying millennials? Why did you, uh, it was an interesting time is i was looking at, uh, how to understand that a connect with the donors in general about five years ago or so i looked at how we can help clients and individuals better engaged just donorsearch general, and one of the most interesting things that they started to do that i realized that millennials, those in their twenties, early thirties. Although i disagree with the cut office with roughly in the early thirty thirty one thirty two, i started to see some interesting differences between how their connection preference and how somebody who is a boomer had a preference true as well. And i thought, boy, uh, these are the donors of the future. We better start trying to understand what their expectations are. Supporters so that’s kind of how? It kind of got me interested in the discussion, okay? And what’s the history of the research you’ve been at this for several years. Yes, so we are embarking upon the fifth year of the research we’ve had the last four years, we’ve really focused and brought down that sort of engagement to focus on, as you mentioned, how to connect and then how they involve, and then how to give study, marketing, communication messages, solicitation of churches and so forth. And so this is the study of the reported twenty thirteen with the fourth year of the study, and next year we will be in our ship of the chronicle of philanthropy, how melanie alumni are engaging with their institutions, why or why not from their expectations as well. And then, in addition to that, be focusing on the corporate cause engagement side. So how employees millennial employees in particular our viewing, they’re causing gatien through their company and what they want to have happen? Okay, so the first don’t know. We’re talking about the ages twenty to thirty two, right? Is that that’s? What? Your research. Okay. Yeah, i know. There’s. Some a cz you mentioned there’s some you know, questions about where the age cuts off, whatever what? What’s a general, why what’s not, but what your research was twenty to thirty two correct. Okay, okay, and i’m sure that there are differences within that group even write a lot of twenty year old, you’re not like most thirty two year old, yeah, absolutely. And this is something that we’ve had teo look at overall when it comes to even social media engagement and sure, amy can talk about that well, the first year that we did, the study hi uses a facebook and even in our own studies, over the course of the four years we have seen facebook in the younger peer the generation, those twenty to twenty five that uses the cleaning high uses of instagram, image based type platforms like pinterest and so on, and so their differences between that and even as we look at the upper end of that, right? So those that are in the early thirty’s, late forties where starting families and they’re still in trapping exploration and sort it right in the middle, i like to say and there at a time where it’s not necessarily there giving to a lot of causes, and they’re starting to be much more, uh, sophisticated in their types of e-giving approaches so it’s a big age range, lots of changes going on. New technologies are always established that changed some of this, but also in combination of technologies, we see the actual individual going through their own philanthropic exploration. Well, yes. Okay. Studying on individual basis as well, right? I absolutely do. You have you have any objection to the term generation? Why? No, in fact, you know, here you want it like a generational terms and letters and so forth that craigconnects and wind and summer climbing season the next one. Now in that at all. I think the one thing that we are seeing is this trend of, uh, discussion around, you know, do we have to this label, you know, millennial millennial? Or is it just somebody’s in their twenties or even a young adult and so on? I think that will move away from the term millennial in the next three or four years. Our studies, we’ll look at other things, but but if in terms of just using that that name and knowing quite sure it does help some people understand what? Yeah, i mean that’s the advantage of having phrases that we understand. So i was just curious. It doesn’t matter to me what i’m happy to say millennials. I was just wondering if there was any particular, any objection you might had to gen gen y or something. Okay, all right. So the first really sort of phase of long term activity with non-profit is connecting. Yeah, absolutely. What do we what do we see among among millennials and how they get connected and what it is that moves them to connect? Exactly. So we have this is an important feature that a z we were even looking at the continuum of involvement, right? So how somebody moves from hearing about a cause to pure action, what they’re doing and so on way sort of been in this been in this mood that that that we have tto help the millennial move along and educational component that helps them understand the issue that caused issue much more importantly than necessarily the institution or the organization itself. Uh, so what we have what? We have really looked out over the course of the last couple. Years how can we better position the cause issue to try and connect with millennial interests in order to get them to act or commit to the cause? And we have discovered that when the issue is really at the forefront because that’s what they’re sharing our shared common value and shared common issue, the individual tenth have hyre reactionary. So this would be an example of saying, if you care about giving water to everybody in africa, you know, join us, participate, we’re leading with the issue versus saying, this is who we are. These are the three things we stand for, all that other stuff just like it because you heard about the brand right now, and so we’ve got a little bit of differences between those, and the connection point will be much stronger when we focus on the issue. Okay, interesting. So that that’s that’s really, the affinity is for the cause now, i just heard a little background noise. Does the cab driver know that he’s in a recording studio? He does, doesn’t he actually has been really great. So i have to get my cab driver really good. Yeah. Make sure you give it. Up. Give it generous. You make sure you give a generous tip and and if he’s any kind of performer, ask him if he’s a performer, maybe he could be on right now. Really focus. Okay, okay, i don’t know. Plus, i don’t know if he has a sag after card, so we may not be able to let him on if he’s not in the union that way would be able to do it anyway. And and in this in this connection phase, the the millennials are what? How extensive is their use of oven organization’s website? And we have just like, a minute or so before before our first break. Yeah, very, very, very important. We’re seeing that one of the first things that millennial does is look at the digital environment in which they’re attracted to from the issue. So here’s a good sort of play on how we’ve seen action happen. Colonial is interested in cause some impulsive pete. It might be from a peer. Still you google we directly into website, digital environment and from that environment, they do a couple key things. One is they’re trying to figure out if the issue necessarily does. Not what they’re wanting to do. The second thing is understanding how that organization our cause is related to that issue, and then third is going to a social network to see how they’re talking. So we’ve seen that happen time and again, as we do usability, testing and so forth to watch them do that what’s. Also important in that monisha pro quick is the use of the imagery to compel them to act and perform, at least in action, in the digital environment. Okay, excellent there’s a lot. There we’ll stay on this subject subject. What, that what that connect continuum looks like it’s, very interesting, starting going right to digital website, but then switching to social, which amy and amy sample, we’re not going to talk about the second half, okay, stay with us. Talking alternative radio twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our culture and consultant services a guaranteed to lead toe. Right, groat. For your business, call us at nine. One seven eight three, three, four, eight, six zero foreign, no obligation free consultation. Check out our website of ww dot covenant seven dot com are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over in tow. No more it’s time for the truth. Join me, larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society politics, business it’s provocative talk for the realist and the skeptic who want to go what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me very sure you’re neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s. Ivory tower radio dot com e every time i was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven, it will make you smarter. Hey, hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Welcome back to big non-profit ideas for the other ninety five percent let’s do a little live listener love mainz, germany welcome live listen, love to you, hyung zhao, china and shanghai china knee how oh, and dellaccio korea. Anya haserot i decided to start abroad with live listener love today from a cab on the west side, somewhere between the lincoln tunnel and seventy second street. Derek feldman, co author of the millennial impact report we’re talking about mastering millennials, so derek so the the non-profits website in the long term is not not as important to the connection, but initially it sounds like it is important. Yeah, it is. And tony really excited, actually here. Oh, you’re downstairs. Okay. All right, so why don’t you push the button for the floor number two and i’ll just speak while you’re while you’re on your way up. Okay. Derek has made it to the studio at one twenty five west seventy second between columbus and amsterdam. There was one time when amy sample ward had to run. Frequent listeners will remember that. And she will remember as well. I know she’s listening somewhere. Um, she had a run here and ah, little tap dance and she was a lot of breath, but it was no big deal. Derek derek took the civilised way. He took a cab so he will not be out of breath. He’ll be all poised a soon as he walks in and it’s very exciting. I can hear the elevator door opening and he’s actually, you know, he did not take the elevator. Derek feldman actually coming up the stairs, i’m pretty sure didn’t want to wait for the elevator because we’re we’re only on the twelfth floor, so he’s going to have ah, now we’re on the second floor. He’ll be here shortly. Um can’t tell whether he took the stairs or the elevator. The person on the stairs walked past, but so what’s interesting about the, uh, the use of the website is, as i was saying, it is important in the beginning, but then after that it’s ah it’s a switch to the social to the social platforms, so they’re clearly needs to be ease of transitioning someone from your sight too. Twitter, facebook, instagram, you know, however you believe you’re going to be connecting if you want to keep millennials engaged all right. Derek is here. It’s okay, he’s. A lot of breath, but ah, he did take the stairs and it’s only as something. One storey walk. All right, look, school welcome, derrick. Hey there. How are you? Great. Welcome. You know, get out the second person to do this, amy sample murcott same problem. Ah, months months ago when she was still here in new york, she had to she had to run. Okay, so take a breath. We were just talking about i was just recapping, like the importance of the website and the importance of making sure that it’s easy to jump from this website to social channels. Because that’s, what millennials want to do for the long term for the longer term? Absolutely. So what will also see from there is is that we will watch a millennial initially taken action on a site, but it also has a sharing component so it could be something like ah, sign a petition and then shared with your friends and then also going to their social networks. Todo eso quick called action on the site exactly on the website exactly. But because what we really want digital sites to do is help the millennial commit to the cause issue, right? So it’s, if i want water? Yeah, are you in for helping with water? A small action and then also saying, great. Now we want you to share your experience. This is where we share ours. You share ours too. Okay? The er and so so the website becomes less important people. You oh, you know, you know, you’re not finding millennial’s going back to the website very much after first first connection. Correct? Well, that’s sure. Yeah. And so the website has then become much more of ah, platform than to to continue to act upon so later on, there might be email campaigns, solicitations, those kinds of things, but whichever would drive back to the way exactly, sir, if they’re driven there. Well, they’re certainly going back. But if not driven, they’re getting long term information from the social network. Exactly. Okay, now, part of your study included video, right? You were watching people interact with non-profit websites? Yeah, we did use their testing. And so besides us just saying, hey, this is what we found out. We thought we should actually put this stuff in front. Of millennials and get and record their reaction to it. So we performed. We had about a hundred millennials nationwide that we put different types of solicitations infront of communication messages, digital experiences, we had them go through websites tell us what you like, what you don’t like. Tell us what you didn’t like with a solicitation. Why wouldn’t you give for? Why would you? And so all of that way actually shared some of that on her site. We plan to do more and share more of that in the next year. Well, i’m thinking of it. Why don’t you give the earl where people comparing the research and downloaded? Yeah, so all of the research is available for free and thanks to the case foundation stephen jean case foundation want in washington who’s really been helpful in allowing this for the field, and you can find that at the millennial impact dot com. Excellent. Thank you, since the website is important at the connection phase, should we be thinking about being mobile optimized? If we’re going to be optimized for millennials? Absolutely. This is something that’s been really interesting even around the text space first year we did. This study, haiti happens within two weeks after we started without oh my gosh, where you know the study is, the real researchers will be flawed and later on, even in this year when we look at text e-giving overall, it is remains in that year we did the haiti ans and it was eighteen percent of our pool had text to give this last year we had about eighteen and a half percent that have text to give. So for the last four years in our city and i can’t say everybody else’s studies, but then ours we have found that it’s been a little constant. What has risen during that time is the use of mobile engagement for transacting and so forth. So going to a mobile friendly website and then actually donating or taking a cause action after a connection, of course, comes involvement. Exactly what we what we see around involvement generally before we get specific s o i think the trends about eight, nine years ago wass in the field at least let’s create a young professionals group. That was our way to get to get millennials and young professionals, right? So segregated? Yeah, always. Like that in all good intentions, right? We figured that if we create this group, they’ll see they’re like minded friends, they’ll do certain things, and at the same time they’ll be able to actually learn from each other and get more engaged in the cause. But we were doing something very interesting is that we’re still we’re separating them from the true cause work of it. All right? So what we have discovered is this full integration together and secondly, is that we have to, as causes, allow an opportunity for our millennials and quite frankly, any age volunteer advocate to do things with us in a very short amount of time. So as you and i sit here right now, and if i wanted to do cause work for ten minutes, i should be able to do that and have that opportunity, and millennials want that too millennials they’re wanting the opportunity to actually be together at times, but also independently work and do cause work out the day when they can’t doesn’t mean i have to go down in the soup kitchen. How could i have the soup kitchen virtually as well? So that’s the trend that we’re seeing ok on dh also a lot of learning if there is going to be volunteer work. I saw i saw references in the study, too learning online versus making learning online available. Yeah, one of the biggest complaints millennials have told us is, you know, i go to a volunteer experience the first half hour is you teaching me what i’m going to do and their complaint is i don’t know if you know this, we live in an a on my environment, you can train us online prior to us getting there you can what you know, it’s an extra half hour, you’ve wasted thirty minutes exactly okay also a lot of interest in connecting with like minded peers, right? Seeing that as the reason for volunteering exact right, and so the some the initial engagement of causes either happens by themselves or with peers in pierre. Engagement is really hype here fund-raising is high with millennials and so on and when it comes to peer involvement, it’s the same thing, but here is where we get really challenged is that our organisations are not necessarily set up to do peer involvement tight service so, for instance if they go to the soup kitchen well, randy, you’re over there. Derek, you’re over here and you over there. I know you all came together here and you wanted to do this is appear thing, but we’re going to separate you and that’s another again, another complaint that we’ve heard hyre we talked about pure fund-raising or peer-to-peer fund-raising our runs, walks and rides popular very they are very, very and, you know, i’m not, and i think run race, walk is an incredible opportunity to expose people to cause work. The question is, what do we do with it? After that, we had about sixty three percent had participated in a run race walk in the highest, ah, one of the highest fund-raising components besides just giving out right as well, event based, i’ll fund-raising too. And so once we get this opportunity where we’re bringing our friends our peers altogether, and this is where amy can talk as well, that then how do we convert that to true engagement? The thing that a board of directors will do is say, oh, my gosh, derek brought ten of his friends. These ten friends now love the cancer society. That’s not true, they love america and they don’t love necessarily the rest, and so we have to be really cautious and we have always viewed, and we’ve put out some stuff there to say that you have to have a chain a drip campaign to engage them back in the cause because in art, as you said, connect involved, give we’ve skipped connect involved in pierre fund-raising and went directly to the give. Now sometimes we try to educate them as quick, but we haven’t had them act on behalf the cause except to give. So we’ve got to rework it a little bit more and get them to act now to the next stop. Okay, on one of our sponsors like to leave this in his rally bound, which does software for runs, walks, rides you say you say, what do you say? Runs races, walks, run, walk, race it’s old writes, is in there to get that right. We’re gonna work it all out, okay? After we are connected to involved. Now we get to giving and again generally, you know what? What do you see from the group that, um, in our population? Probably has the least available to give right cash wise haserot non-cash wise, i’m not and that’s not the only gift that people can give. Yeah, so i’m glad you mentioned that because i do want to make a statement that is we have looked at millennials, they view all the assets they have as valuable to the cause and that asset goes b the traditional form of philanthropy is time, talent, treasure? Well, i will have to come on here and say that there’s actually an expanded view for millennials, it is skill that they have it is the time that they have it is the money they have and the network they possess, their ability to tap into that network for you end too, in their voice, i mean, they’re considering all of those equal assets and opportunities for causes when it comes to giving, we have seen that a substantial amount of the giving efforts have involved peers, as i mentioned a little earlier, and what we do have, though, is this high level of transparency and expectation that there is some sort of feedback mechanism that will occur upon gift, and i’m not talking about the form letter that you get after you give right the twenty four hour rule that we want to try and teo, this is the so we asked you to give us ten dollars, to given at tau africa, you know, help somebody help in individual. Well, in thirty or forty days, i’m going to report back to you how that net actually had an impact on that individual and not waiting a long time on that reporting or that feedback, but actually bringing that shorter within the fifteen to forty five day mark is what we’re really looking at within fifteen days. Yeah, we or at least working on behalf of the cause there’s a great there’s a great cause. Col generosity water if you haven’t checked them out and online, they actually show the process they get through after they get your money. And and the greatest thing any organization can do is communicate along the way. You might not have impact for a full year. It doesn’t mean that you’re not working on their behalf and that’s what we forget and way think that the only thing our donors want to hear is when it’s completely job done, mission accomplished and we’re not we don’t need to go that george bush, i didn’t mean to do that make-a-wish on aircraft carrier mission come strike that job done! Wait that’s not the first report that doesn’t have to be the first report job done exactly so and this is where social media engagement is an incredible opportunity we can say all right, you know, after you give in fifteen days, i’m going to communicate with you and say you should check out our facebook, here’s here’s five images that are in our facebook environment right now from the people that were working with on your behalf if you want to continued updates head to our facebook environment because that’s where we can give that to, i would never use the word environment, but but you can see how we can use that social media engagement and say to our program, people, i need you to take three photos of the beneficiaries this week so we can continue to update our donors in real time of what’s going on and so forth and show the people that were actually helping in the cause. So so we have seen that in the use of annual every time we do the study is without i mean, it happens every time. It’s no annual reports, i don’t want that physical thing, it takes too long, and but we have to look at how millennials are doing things in general, in the consumer side and just in overall is that feedback loops in general have been much quicker. I mean, if you post something on facebook and nobody responds to it, it’s an immediate feedback like i shouldn’t opposed to that as well. So feedback overall in our society has been much quicker. I think the first time i took the g r e i it took me two months to get my my actual score. You had to wait in the mail, and then the last time i took it, which was a while ago, but they had it would tell you right there. You ready to find out your score? And of course, you freak out right in that moment thinking our life is going to be all dependent upon this next thing. Yeah. How important are, um, pictures, pictures and video? Very, very important imagery. And amy’s, they intend, has been doing some great studies around this to that imagery not only has hyre reaction posting commenting and engagement, then just text does to us well, in overlapping text upon imagery we saw really hyre amar’s high action or its high accelerates meaning either, like, retweeting, are commenting or posting upon that. Okay, excellent. Do you do you have time, tio, hang around? Absolutely. Absolutely. Amy, amy just gave me permission toe ask you to stay for for her part now she and i are going to be talking beyond millennials. I love because he’s great amy and i are friends, so okay, i sounded that way, okay? But we’re not going talking only about let millennials, but you’re certainly welcome to participating that part in any other part. But she not going to go a little further wonder teo thie other generations because there are other generations after that was but right now we happen to be talking about millennials. All right, here’s, what we’re going to do, sam, we’re going teo going toe. Go on, dh share, little sponsor information and then tony’s take two, and then amy will join us, and derek is gonna hang out cool. We are able to bring outstanding guests like derek and amy because there are companies that are helping me to produce the show me and everybody who works with me and you know that i am very good about e-giving credit at the end of the show to everybody, who’s, who’s a part of it on one of those sponsors is rally bound, and they’re the ones who i mentioned earlier with derek, they do software for rennes, runs, walks, rides, races, um, joe magee at rally bound will help you set up your campaign, and if you haven’t done this before, then he can be enormously helpful or if you’ve done it before, maybe you’ve used another platform and you not so thrilled or you’re not sure what might be out there for a different kind of peer-to-peer fund-raising management tool, then the best thing to do is talk to joe mcgee, and you could certainly you’ll find their product at rally bound dot com, but you’ll find joe magee at triple eight seven six seven nine o seven six for rally bound. And i’m also grateful that we are brought to you by t b r c cost recovery yourself. Rabinowitz is going to go over your past phone bills looking for errors, services you didn’t order well above market pricing, and when he finds those things which he does in ninety percent of the cases turns out phone phone companies are ah, not so careful, not so scrupulous about what they put on phone bills ninety percent of time he finds a mistake when he does he’s the one who talks to them, he picks up the phone, assuming you still have service and get your money back and you only pay him if in fact he does. So if he doesn’t get money back, you don’t owe him anything. Um, he was telling me about a non-profit where he had he had done some work for a company that maid apart for the mars rover and save them a ton of money. And then a couple of years later, someone from that company moved to a non-profit that woman brought him in, and he was able to find mistakes that equalled about three hundred dollars a month, and he went back three years, so over three hundred hours a month, three years, they’ve got a check for, like twelve thousand. Dollars so it works and you only pay him if he actually get you that money back. Theo sefer benowitz i’ve known him for about ten years and i’m grateful that he’s supporting the show you’ll find him at t brc dot com that’s tango bravo, romeo, charlie for those of you who know the phonetic alphabet that’s from my air force days or two. One two sixto before nine triple xero trc dot com tony’s take to my block this week is a giving tuesday roundup of round ups i have links to coverage from huffington post coverage. Um kruckel philanthropy forbes i have linked to an analysis from beth cantor and even a consultant who said his advice was avoid giving tuesday like the plague. So if you want to run the gamut of giving tuesday analyses and coverage, my blog’s is tony martignetti dot com and that is tony’s take two for friday, thirteenth of december forty eighth show of the year. Holy cow! I don’t want to think about forty eighth show of the year. Aimee semple ward she is high there it’s not your turn to say hi yet. Wait! Jumping the gun on me because i want to give you the proper introduction. Come on, she’s with us from portland, oregon, and she’s, ceo of non-profit technology network and ten her most recent co authored book is social change anytime everywhere her blog’s, amy, sample, war dot or ge on twitter she’s at amy rs ward, and in november, she was named a rising star by portland monthly magazine, so that on her facebook page she’s our own supernova. Amy amy sample ward, how are you doing? Amy, i’m doing okay. I’m actually working from home today to quarantine myself, so i don’t make the rest of the office sick, but other lives i am okay, alright. I’m sorry. You don’t feel good. Um, okay, it’s, one of those things where you know it’s the time of year where you feel fully functional but somehow are very naughty. So i have decided to not but that well, that yeah. Thank you. And thank you for that lovely imagery to it’s. A good thing, it’s. A good thing. This is radio. We’re not video streaming. I don’t know. With the imagery is in the mind. Images is quite sufficient. Okay, you were you were listening. I know. Did you think you wanted teo teo mention ofthe atop your head about millennial engagement? Lots of things i felt like i could have just jumped into that conversation. Okay, i want to see what happens when arika around, okay, so we can pick it up from where you guys were weaken, you know, i’m sure that you have some pieces that you want us to actually cover, but, you know, i think as a starting place the way that i normally talk about piela millennials or how to think about different generational groups with thinking of their advocacy campaigns or general engagements, you know, any anything for your organization? The easiest way i found to talk about the millennial group, which has a millennial? I think i and can talk about ourselves is, teo help people think about it in terms of millennials are kind of naturally community organizer, and when you think about it in that way, you don’t have to think of it. Is this like, you know, well, gosh, what would a millennial want in this campaign if you think of it from the place of you here’s a whole set of, uh, people? Who are naturally inclined to community organizing that a lot of what derek was hyre gliding really just falls into place when you think of anyone who the community organizer like trade, right? So they are at the ready to tap into a network of people they really want to get to be the person who’s connected to your cause, but is able to mobilize people, you know, to take some action. And at the end of the day, you’re probably the word invested in the relationship, not the people they’ve mobilized. You know, those people were there because of an action for this person, you know, is there because they want to be kind of they wanted they want to be the important valuable person that’s able to make action happens. You know, a lot of what derek said ten falls into that category, but i think that’s easier way instead of thinking, oh, gosh, there’s this whole, like bullet list of attributes of these millennials, right? I have to remember all this if you kind of think of it as that’s, a group of people twenty twenties, early thirties that are just naturally community organizer it’s it’s just easier. Wait a bundle it altogether. Derek natural community organizers. Hey, amy. Yeah, absolutely. I mean, this generation has grown up with things like america or on teach for america and all these other incredible programs service learning, involvement and so on. And amy is exactly right. I mean, the goal of somebody to go out and say, i want to do good, and i just want to rally my friends around doing good is so high with the generation, and we can see that every time when somebody says they’re in whether it’s in social media are whether it’s through text or whether it’s just two interpersonal saying, i want to go do something good and here it is and will you come along and sort of naturally organized together, let’s, talk a little about something that i think derek mentioned. Amy, you and i are going to explore the other the other generations to ok, and derek right has to catch a plane so he’s got two minutes or just so let’s go to him first. The decline in facebook among millennials planning facebook users yeah, you know, there’s, there’s, there’s a lot of individuals, and i’d love to hear it, amy has the sand is there’s a lot of researchers that have some assumptions as to why that is occurring. Parents are on their other things it’s just grown up, but i don’t there’s nothing in definitive that says this is exactly why it’s happening, but i will say that there is a rise in the use of imagery overall in marketing and general communication and the ability for us to show visually a cz well, so we haven’t seen that as necessarily a bad it’s just a different environment, and we’ve seen the use of more imagery to just compel other people to get excited, involved or show things about themselves. On how how strong is this declines? It hasn’t been really incredibly bad, you know, it’s still facebook by far is still when we look at the last for in our studies from twenty ages twenty thirty two, that it’s still the number one, but okay, we’ve seen the other ones rise higher, and then facebook has done gone down a little bit on, especially when we’re talking about those lower rungs. The twenty is the early twenties, not necessarily in the hyre ends, okay? Excellent. All right, so i think we have to let you go, but i’ll listen to you because i want to hear it. Okay, listen, in the cab, another cab drive will be involved. You headed to la guardia? Yes. Okay. That’s the easiest one to get through. Derek feldman leads the research team on the millennial impact project ceo of achieve and i would say let’s engagement is most prevalent on social networks. You’ll find him at derek feldman, spelled with two ends on twitter. Derek, thanks so much. Take a real pleasure. Thank you. Okay. I mean, you’re stuck with just me. It was fun having a bit of ah, like relay hand over wei together. Now. Well, we’ll race to the finish was like those relay races. Yeah, and i and i have my my, my, i’m not going to say the word i was gonna say snotty, but i’m not a partner in the relay. What’s your sense of the declining number still very deep penetration, but declining usage of facebook among those in the low twenties. Yeah, to derek’s point like i agree that everyone is their own effort. Um oh, gosh, this is why it’s happening, i wouldn’t just because there could bring it up. You know, i would argue against the theory that, you know, young people don’t want to be on facebook now the parents are on their of all of the generation, you know, young people are very used to having privacy profiles because unlike many, many people who were, you know, already an adult, when they got on the internet for the first time or really started creating some sort of online persona, young people have been doing that there were six, you know, like they were used to having to fill out everything check how they were set up, and i wouldn’t say, you know, young people don’t want to be on there since their parents, they just, you know, how to block their parent’s home in a way that maybe their parents don’t know andi, but he knows the latest numbers at least that i’ve been looking at, and i’m happy to send you like a long list of links that maybe you could put upon the blonde tony for folks that are listening and want to go. Just read through a bunch of the latest numbers through different platforms firm, you know, it’s really showing twitter as that surprising place. So if you know young people aren’t adopting book, we’ll have adopted something, right? So what is that other thing? For the most part, it looks like it’s twitter on and with that and then a couple other newer tools that are emerging that we could talk about a little bit later and and what that says to me, when you think about, you know what, twitter is, how it works on some of these other newer platforms compared to facebook. Well, they’re just simpler, you know, like when was the last time you saw your facebook this morning? Yesterday something and you just there’s just so much going on and not in a oh, my friends are so busy kind away in a is a platform filled with things there’s ads and there’s pages and there’s people in there so much, chef, when when we see, you know, drop in this in this eighteen to thirty four category and they’re moving to twitter that says to me they just want something that’s lightweight, simple they can easily do from their mobile phones, you know, the percentage. Of users on their mobile phone, especially in this younger demographic, is extremely high, so i push you want something really easy to just open up on your phone? You know, send a message check who talked to you that new a direct message, you know, whatever, it it totally makes sense to me that that they’re moving to something that’s more streamlined. Okay, maybe i could get you to add that the list of research to the could you put that on the facebook page for us? Yeah, sure. Okay. That’s a better place. I think more people engage with facebook then, then the blogged once the show is over. Okay, thank you. Um, let’s, let’s. Move away from the millennials and move to the next generation you have. Ah, you have some preferred channels for our gen xers. Say, roughly ages thirty three to forty. Yeah, nothing really starts. You know, you still see pretty strong facebook numbers, but you also after you leave this eighteen thirty whatever number on get into that next generation, or even the next couple generations is when you also see lincoln azua latto hyre semper. Because these are people, you know, kind. Of firmly situated in their career and for many people in those generations where you’re maybe a little bit further from college or high school friends, you know, our people that maybe you live in us, you know, fun apartment building and it’s, a sitcom on beauty, i don’t know and you know, you’re in a place where really it’s so it’s, so rational connections that are your network, maybe with millennials where we’re saying no it’s their friends, that their trying to mobilize to participate in the campaign with them the next couple generations, they’re using tools like facebook and linkedin as really a professional place, you know, people, they know the ones that end of the conference or that, you know, they schnoll the product teo or whatever that is. Those other platforms have seen a lincoln is very much a social platform with updates and messages and all the rest, you know, it makes sense that facebook and lincoln pretty high there. Do we have numbers? Oh, are we? Let me ask, how do we measure usages? A like number of hours per week or number of hours per month on a different planet wasn’t michelle all of these different platforms are measuring things differently, of course, on dh, you know, i would say when and i’ll post latto these links so folks can go through and look at it with their own lens for maybe the ages of folks they’re they’re trying to engage with, but the thing that is really important to try and get teo not everyone makes it very easy to find is the difference between total registered users and act e-giving users that her fogging into that platform, at least, you know, warns a month or however they define active because, you know, there could be a hundred tons of people that had signed up, but i have never loved in. So are they really your user on that a tricky thing, especially in the larger platform to find how many of these people, you know, when they’re saying the billions of users, how many of them are using the platform vs have ever signed up? Okay, all right, we got to take a break for a couple minutes. Amy and i are we’ll continue talking about engaging by age, and we’ll continue on talking about the older generations, so hang in. There. You’re listening to the talking alternative network. Shin 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 it’s, a 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. Buy-in have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. I’m can burger of charity navigator. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Maur international live, listener, love kafar, yona, israel, good shabbas and kissed a sweden. I’m sorry, i have to keep it too good to live listener love, because i don’t know how to welcome you in sweden, tokyo and saitama, japan. Konnichiwa, amy, what what engagement ideas do you have for tapping gen x, knowing that they’re spending more time on linked in than people who are younger, and they’re also, but they’re also on facebook a good bit. So i really like when when you and eric were chatting before and he was saying you lied with what that cause actions could be right away, because because people want to in that millennial generation, actually try it on, like, great, let me share this petition and see if any of my friends we asked to it and that’s kind of their way of gauging, you know, how well that’s going to stick for me? Because taking that action and being part of the organization is really a relationship and not just that transactions when we think about that next couple generations up who are maybe more boat gets on lengthen and facebook, there’s there’s still an opportunity for sharing, but what they’re going to share maybe isn’t the same kind of lightweight action in this more, especially when you’re thinking of those platforms with a professional presence that content is more positioning the poster, the user and someone who’s either very well connected, you know, they know the people that wrote that log post, etcetera, or they’re well informed, so they’re the first one to know about that topic or, you know, the first one to maybe not. Even the first one, but the one who has the most insight on a news story or a report that was just helpless, etcetera. So as an organization, how you can support that by saying, oh, as far as our supporters of people who’ve taken action, etcetera, we want to be sure you’re in the loop with the latest information on this topic or, you know, whatever it is that they are inclined to share your information where maybe they don’t as millennials, they’re not looking for all the times actions to be promoting to their network and said they want then that show, you know, they are really on top of this topic they really know about this issue, you know, they’re on top of the news, giving them some sort of, you know, easy and regular way get that content and share it so that their position in their network as that you know, smart person, how is that done on linked in? If i if i see, say, slideshare on linkedin imbedded or video or something, how do i then share that within linked in? Can i can i do that? I attended where you see it? So lincoln has, you know, they have invented application, so so i can for temple on my linkedin page, anytime i ask something the slideshare it just automatically shows up there, you might see it, but that’s different than if i were to actually, like, post a link to it, where is more of us? I don’t know what phrase they use, but like a status update, you know, i’m actually posting it into the network instead of just having it show up on my own profile. No, but i think a lot of organizations are trying out having a page, having a group all the different kind of organizational presence he says in lincoln as ways to post that information. So the people who follow that pager part of that group are getting it, but then they can re purpose it in their own channels on their own profile, etcetera. So that would be something that would be worthwhile for an organisation to test whether they’re goingto embed something or make it a discussion topic with a link. Exactly. Ok, cool. Yeah, i’m actually i’m all right. Um, okay, just before we before we leave generation x, which you’re aspiring to. I don’t know how close you are to it. But you’re. You’ll get there. And then after that, we’re gonna move into my generation. So since we’re any, any, any last tip you wanna leave us for for generation x. No, but i would say, you know, at least your last point there about really testing things it’s important, especially with this your generation accident, i think the lost generation, where a lot of people within those age groups maybe feel more aligned with one of the other groups, either the ones you know, slightly older, slightly younger than them. And so, you know, the end of the day, we’re all beautiful, like humans, and we want to be treated, you know, like on individual, so don’t just say, like, squash while everybody on our facebook page is thirty eight, this is exactly how they’re going to respond to our content. You’re still gonna have to test it, and you’re gonna have to figure out and pay attention, you know, what’s working what isn’t? How do we better, you know, provide content to our supporters? Okay, let’s, let’s, talk about the boomers a little bit. What? What? What kind of what kind of penetration do you see him in the various platforms? You know, they’re pretty good penetration, i guess. But it’s not no it’s. Just not going to be a natural tendencies the way younger generations, you know, wouldn’t. Think twice about getting out. You know how many times i’m in a situation where there’s people of all different generations at a table, you know what, a conference for example, everyone’s talking about something? There’s a disagreement about that fact and everyone at the table who’s under thirty five immediately take out their smartphones like, well, let me just do a search and find the answer no, no problem and everyone else it’s over thirty five tables like, well, let’s, just keep talking about it. You know what? Just to have an argument about it until we reach our own conclusion and, you know, the other half the tables like, oh, no, down on wikipedia, here’s the answer we’re done. So even though they’re there are fairly good numbers of boomers on these different channels, it’s gonna have to be an intentional decision. You know, they’re probably going to choose facebook because they have friends and family on facebook or they’re going teo you, it means they’re going to choose something. Were there enough of their network is already there before they make that decision. So that’s, really generation that uc has the most, um, most impact based on how popular is tougher, you know, you don’t see a lot of rumors like out there adopting brand new social channels that no one else is on because they’re only doing it for the connections in their family, you know, they’re definitely the followers. They don’t need to be the first, you know, out on the front here of the internet, right? Do not early. Do not early adopters. Okay, right. I think we have our topics for for next time when you’re on in january, which will be, well, continue a little more with baby boomers. And then you have cem cem platforms for twenty fourteen that we want to look at. Yeah, definitely. Okay, uh, give me a thirty second style stop. Well, you know, here in oregon, it was on that usually cold last week. I don’t know how new york once it was actually unseasonably cold or just reasonably dinner. But in oregon, it was much colder than than usual and office suffered because it meant half of the heaters were, like, roaring and the other half kind of puttered out and gave up. So my style tips and this could be only for me and is the most practical thing ever on that is to organize my my sweaters and like part against etcetera. Sai how heavy they are. So i kept one in the office that was very heavy. And then i kept one in the car that was lighter so that i could determine as they went through my day, something that still matched but was different weights because it was so called and then so hot on ly from amy sample ward, thank you very much. Her blog’s amy sample board dot org’s and on twitter she’s at amy rs ward. Thank you very much, amy springstead elearning next week, it’s going to an archive broadcast? I couldn’t get anybody to commit for december twentieth, but we have over one hundred, seven hundred seventy shows to choose from exactly fact. Next week. Last week was one hundred seventy, so i will pick you a winner for next week’s archive broadcast were brought to you by rally bound dot com and t brc dot com good people, please talk to them. Our creative producer is claire meyerhoff. Sam leave wits is a line producer, shows social media is by deborah askanase of community organizer two point. Oh, and there are producer of tony martignetti non-profit radio is john federico of the new rules that cool music is by scott stein. I hope you’ll be cool, and you’ll be with me next. Friday went to two p m eastern at talking alternative dot com. E-giving didn’t think that shooting. Good ending. You’re listening to the talking, alternate network, waiting to get in. Are you a female entrepreneur? Ready to break through? Join us at sixty body sassy sol, where women are empowered to ask one received what they truly want in love, life and business. Tune in thursday, said noon eastern time to learn tips and juicy secrets from inspiring women and men who, there to define their success, get inspired, stay motivated and to find your version of giant success with sexy body sake. Soul. Every thursday ad, men in new york times on talking alternative that calms. 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 to one to seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. 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 one to two eastern at talking alternative dot com. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership, customer service sales, or maybe better writing, are speaking skills. Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s. The answer. Talking dot com.

Giving Tuesday Round-Up of Round-Ups

Giving Tuesday official logo 2013

The 2nd annual national day of giving—#GivingTuesday—was December 3 in the U.S. The purpose is to refocus the country on giving after Thanksgiving, which is followed by consumption on Black Friday, Small Business Saturday and Cyber Monday. (No corporate interest has claimed Sunday. I predict a religious or atheist group will.)

Giving Tuesday was a big success. Many thousands of charities were in, as well as cities, countries and the White House.

Here’s my round-up of round-ups. A content carnival for Giving Tuesday.

Results & Partners

Why So Successful

Skepticism

  • Skeptical interview by Forbes with Blackbaud’s Steve MacLaughlin, director of their Idea Lab
  •  Consultant Pamela Grow is on-the-fence about Giving Tuesday

Don’t Do It

  • AVOID Giving Tuesday “like the plague,” says Joe Garecht, the Fundraising Authority

Back to Basics

Whose coverage of Giving Tuesday caught your eye?

Nonprofit Radio for December 6, 2013: Brandraise to Fundraise & Safeguard Your Donor Data

Big Nonprofit Ideas for the Other 95%

I Love Our Sponsors!

Sponsored by RallyBound peer-to-peer fundraising for runs, walks and rides. Also sponsored by TBRC Cost Recovery, getting you money back from phone bill errors and omissions.

Listen live or archive:

My Guests:

Sarah Durham: Brandraise to Fundraise

Sarah Durham and Tony at Fundraising Day 2013
Sarah Durham and Tony at Fundraising Day 2013

Sarah Durham is principal and founder of Big Duck, communications consultants for nonprofits. People need to know you before you can ask them for money. What is brandraising and how does it pave the road to fundraising? (Recorded at Fundraising Day in June)

 

 

 

Scott Koegler: Safeguard Your Donor Data

scottkoegler2009-150Now that you have donors, how do you best preserve and protect their information? Scott Koegler is our tech contributor and editor of Nonprofit Technology News.

 

 

 

 


Top Trends. Sound Advice. Lively Conversation.

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

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

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

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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 feels so good to be back in the studio after our thanksgiving break. I hope you loved your thanksgiving and i hope you were with me two weeks ago. I’d be forced to endure ketoacidosis if i came to learn that you had missed empower your volunteers. Karen brewster is executive director of wreaths across america. They have grown their volunteer support enormously, and she explained how that was recorded at bebe khan twenty thirteen this past october and what’s their style. Maria simple returned she’s, the prospect finder and our prospect research contributor. We talked about the disk assessment tool to figure out whether your potential donors are dominant, influencing steady or cautious. Plus she had her sixty seconds style stop this week brandraise to fundraise. Sarah durham is principal and founder of big duck communications consultants for non-profits people need to know you before you can ask them for money. What is brandraise ing and how does it pave the road to fund-raising that was recorded at fund-raising day in june and safeguard your donordigital now. That you have donors, how do you best preserve and protect their information? Scott koegler is our tech contributor and the editor of non-profit technology news between the guests tony’s take to create a culture of philanthropy throughout your non-profit it’s a panel discussion that i hosted were supported by rally bound peer-to-peer fund-raising for runs, walks and rides, and by t b r c cost recovery. Getting you money back from phone bill errors and asians here is brandraise to fundraise welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand thirteen, we’re in midtown manhattan in times square at the marriott marquis hotel, and my guest now is sarah durham. She is principal and founder of big duck, and her seminar topic is brandraise to fundraise, build your house before you throw a party. Sorry, europe. Welcome. Hey, thanks, tony. Thanks for having me. My pleasure. Tell me about the big duck agency. So i started big deck in nineteen ninety four and so were nineteen years old. We work exclusively with non-profits to help them communicate more effectively. I love the conciseness. Thank you. Thank you. What is brandraise ing brandraise thing is a model. We’ve developed over many, many years of working with non-profits to help wth, um, rebrand largely in order to be more effective at communicating with donors, clients and other key constituents, and it’s, a model that integrates, um, best practices from the for-profit world with some non-profit reality’s like, where should the board be involved in branding, or how does your vision mission of values integrate into the work? So we do recognize that there are lessons to be learned from the corporate side there definitely are, although i would say that many a non-profit i don’t think you can be too black and white about that. I think there are lots of great lessons to learn from the for-profit world, but what works in the for-profit world does not always work in the nonprofit world, and so, you know, that’s the challenge for sure, yeah, all right, how do we get started with identifying our brand and starting this process? Well, a lot of organizations usually back into thinking about their brand because there’s another challenge that has forced them to deal with it. So for instance, they want over how their website and their thinking before we overhaul. That web site we should really sort out, you know, the problems. We have their name or the challenge with our logo, and so they kind of end up, you know, sort of through the side door getting into branding. But we’re big advocates for rethinking your brand any time you go through a significant change after strategic planning. So strategic planning should come first. But then, if your strategic plan mandates a shift in communications, that’s a really good time to revisit the brands are now brand is much deeper than just logo and name and tagline, right? Absolutely. Help us understand how how what death is. Yeah. It’s. A great question. And i would argue that your brand begins with a clear strategy that everybody in the organization is aligned with what’s. The big idea you want to communicate? We call that positioning there’s a strategic plan it’s for grows right out of your strategic plan. And then also, what is the personality of the organization? What? How does it, what tone and style does it want to use to communicate? For instance, an organization like pita has a very different communications personality than the cia. Right on. Dh that personality can influence not only communications but programs themselves. Okay, the other piece i would say about a brand is that it’s not just what the organization produces it’s also, how you’re perceived externally and your reputations so there’s a very fluid wall between what happens inside and what happens outside. But how do we find out this, how we’re perceived outside, you really have to do some research, and sometimes that research is done in a very on the flaw, i’ve seen organizations to great kind of on the fly, a qualitative research, they just talked to their clients, talk to their donors really kind of have a feeling for how they’re perceived other organizations it’s done through market research, you know, focus groups, surveys that kind of stuff, okay, so it doesn’t have to be a formal process now with a lot of money and expensive, not at all and that’s. One of the reasons i wrote the book brandraise ing is that none of this is rocket science. It’s it’s pretty easy to do the hardest part is knowing what to do and facilitating process, particularly with non-profits that have the right people involved and has buy-in at key junctures, so but doing research is pretty easy to do on your own. In fact, um, i talk about in the book, and i years ago recorded a podcast about how to do your own research. Okay, well, let’s, take one of the time i was going to give you a shout out for the book at the end. You go ahead. You mentioned it. So, what is the name of your book? The book is called brandraise ing and, uh, yeah, it came out in twenty ten. Published by josie bass. Okay, on dh your podcast. What was that called? The podcast is kind of. You can find it on itunes and other places, but we don’t keep it up to date is called the non-profit jungle. And we did want about doing your own research, which is about how you create a facilitators guide and facilitate informal focus groups. You can also just use two is like serving gizmo and surveymonkey to do some interesting research. If you have a list to send it to. Oh, interesting. I say a little more about that. How can we use these free tools? Well, so for instance, if you’ve got let’s, say you’ve got a donor database of a few thousand people who give to you in a mid level, and those people also get your e news, you might embed a survey and your e news and ask them just two or three questions that might help, you know, help get a sense of of what they think about your organization or why they’re connected, and and that often informs the branding work you do. But but oftentimes with branding it’s also really useful to go back to that group and to test so if, for instance, we’re re branding in non-profit we might create two different brochures and then informally walk into a programme space and grab a couple clients and say here’s two different brochures, does one speak to you more than the other? Or is there anything that you would find inappropriate or offensive about this content? You can do that with donors, tio, but, you know, that kind of field testing is often a great former research, okay, excellent and this’s all about having people well, having people understand and having a consistent message about what you do, how you do it what the outcomes are absolutely, i often remind people in the nonprofit sector that if you look at big for-profit companies like coca cola or target or starbucks, they have much more money and a much deeper bench of staff than most non-profits due to communicate, but yet you don’t see them change their color change the logo. I had a conversation with somebody here earlier about wanting to create an anniversary your logo, which i was advising her not to do because you want every type of communication you put out there to reinforce the essence of who your organization is, and i would rather that all ladder up to the core rather than being fractured. If tiffany every few years said, you know what, let’s make the box pink this year, they would lose the equity of that blue box, which is, you know, a court of their brand, but we do that all the time in the nonprofit world. It’s a bad habit it is okay, so what is the effect of how would you define an effective brand and effective brand is one where the people internally feel connected to it representative of it and ambassadors of it where everybody in the organization, whether their staff, person aboard person, maybe even a volunteer, could speak in some way about the work and its value, and that it’s perceived externally by its core audiences is valuable to so it’s, both internal and external, and i actually think it has a lot to do with the culture and the values of the organization being, you know, authentic and alive and and the visual identity or the messaging is really just an expression of that, and i could see how this would certainly helped fund-raising you can articulate it better than i can. So, yeah, let’s, just make that connection well, it does. It does have a lot of impact on fund-raising and one of the one of the most significant impacts we’re seeing more most recently is around social media and the idea that if you’re going to push out a fund-raising message, we’re going to do a multi channel campaign, which more and more organizations they’re doing. Those people are not just going to get your email or your direct mail, but they’re going to visit your website. They’re going to be on facebook, they’re going to go to twitter. And we want all of those messages to really ladder up and reinforce the the essence of what the organization’s about what the campaign is about. So, so that’s. A lot of what i’m talking about here. It fund-raising day talking alternative radio twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. 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Somebody on the other side, i’m sure got very exuberant about whatever, whatever any, whatever their business is on the other side, and i was shaking, so no earthquake in times square dahna this is, i guess, another way of saying this is all effective communications absolute, and it needs to be resident throughout the organization you mentioned, even even down to the level of volunteers, and you’re not talking about key volunteers, but but occasional volunteer no, i mean, i think if an organization uses volunteers and they recruit them effectively, and those volunteers have a great experience, the first thing they do is go on and tell their friends about it. So they become brand ambassadors that’s not to say we should train them on the brand, per se, but it is that we should make sure they haven’t experienced that is really aware of that and and use that to our advantage. I used in my workshop this morning an example from an organization called american jewish world service that has a program for rabbinical students and when you look at how they communicate this programme on their website, they actually tell you that if you go on this program, you’re goingto be asked when you come back to do some fund-raising on behalf of it and on the program, you’re getting sort of trained to do that work, and then when you come back, they give you the tools to do that work. So that’s a great example of an organisation using a programs audience and kind of turning them into a brand new master. You have a very vivid example before of pita versus american humane society and different messaging. How does an organization find its niche within all the organizations that are doing work within that same mission? Right? Well, again, that starts with research, and one of the things that i think is very important to do is to do a competitive landscape scans so you have to know who else is out there. George in jail on twenty martignetti non-profit radio? Yes, first we’re competitive. Landscape scan. Yeah. What are we doing? What with what we’re doing is we’re identifying our peers are partners people? I’m with you too, in fact, in fact. Way every year we do like a jargon jargon article on our block, and we have words to avoid for each year, but so, you know, so for instance, if you’re in the animal rights space, who else is in that space? What are their websites? How do they communicate? What? What are the key messages they’re using? What are the colors they’re using? What? How are they describing how their unique and i think it’s really important to always be monitoring that? Always be aware of how other organizations in your space we’re communicating that’s not to say that if they use blue, you’re going to use pink or that it’s, that kind of direct. But it is to say that it’s important to remember that people on the outside might be looking at those things a donor who wants to support animal rights might look a lots of different animal rights organizations, websites, and you need to be clear how you stand out in that space. It also again goes back to strategic planning, right cause hopefully in the strategic planning process, you’ve also had a conversation about what really makes our organization unique. And what should we? Be focusing on programmatically. Is this something that a small and midsize shop could do on their own? Absolutely. You don’t feel that there’s a need for expertise to do these kinds of competitive landscape analysis. There are other things. I mean, the difference between the smaller guys and the bigger guys comes down basically to two things. The bigger guys can afford to hire experts who take him through a process. And that’s certainly is nice. But what the small guys have that the big guy’s lack is agility. And i’ve seen some smaller organizations with staff people or with volunteers go through some really exciting, you know, strategic planning and branding processes on their own. Sometimes it takes longer and there’s more learning that has to happen on the way. Really needs a champion. It needs somebody who’s, you know, able to kind of take the work, run with it, make it their own and keep it alive. But it could be done really well. Okay. Could that person be the executive director? Absolutely. Is that you? In fact, i was i was in florida a couple of years ago, and i was giving a workshop and i met a woman who had was an executive director, one man band, no staff, just her and she she had been able to recruit volunteers, developed an incredible visual identity and messaging platform for organization she’s producing all this stuff to promote it. It was great what she was doing looked better than what a lot of large organizations i see do, and it was really about her vision. It was that she understood what effective communication should be, and she wasn’t letting herself off the hook by saying, i’m just one person she garnered these resource is she needs to make it happen. It was amazing. We’re talking about personality, right? I mean, isn’t that just another way of encapsulating everything we’re talking about? Definitely found she found the personality and was expressing her, and she knew howto she knew how to enforce it. And i mean, there are organizations that really get that executive directors who really get that who appreciate the value of great creative on dh then i think one of the reasons it doesn’t happen most often is that there are a lot of organizations where the programmatic work is so important as it’s founded. And everybody’s just putting every every effort that they have into getting those program’s up and running that the name the logo, the tagline, how we talk about the work, etcetera becomes an afterthought and and oftentimes it’s on ly five years, ten years, twenty five years in that the organization starts to say, wait, these things are actually holding us back. We need teo, you know, re prioritize you mentioned something that i want to explore a little more than enforcement. We’ve been through this process. Now we’ve found our niche and where expressing it, how do we keep it in fourth? Yeah, i mean, the old model is brand policing so that’s appointing a person who really, you know is somewhat of a bully about keeping things consistence and on track the person who would write style guide, for instance, it might be it might be bigger, but these days i what i really prefer and what i would really encourage organizations to do because i think it’s much more relevant is to cultivate everybody to be a brand ambassador, right? I mean, if if a staff person, any staff person can’t go to the gala or to a block party or to whatever is going on and talk effectively about the organization that’s a problem, right? So everybody needs to be able to be an ambassador for the organization in whatever way they can. And in order to make that work, it has to be very communications have to be very, very simple, and they have to be very accessible to everybody on staff. So you mentioned a style guide style. Guides are getting more and more common in the nonprofit sector. A stock historically has been a rule book for how to use the visual identity. I actually prefer brand guide, which talks more about the communications strategy for the organization and the messaging like here’s. How you abbreviate our name. Don’t use the acronym, you know to go back to juergen instead of in the workshop i gave this morning, there was one woman whose organization goes by a i x y abila long acronym. And when she unpacks that its association you know exactly what they do with the name so it’s. A cumbersome name. But i’d rather she call it the association if she has two short handed at least there’s a clue. Who they are okay? And this trickles down to i think you’ve made you’ve made the point already everybody in the organization doesn’t your function, maybe very ministerial down to maintenance, perhaps, but you still you need to be speaking with that same organizational voice, absolutely. And if the maintenance person is on facebook and might be posting something about an event that’s going on that they were involved in helping, then you want them to feel empowered to beyond message what else? What did i not ask you that you’d like to share with small and midsize shops about about this process grand raising how it helps supports fund-raising well, i would say, you know, one one one theme we’ve touched on, but i wanted to say again is don’t give up hope just because you’re small and you can’t afford to hire an agency or whatever, that doesn’t mean you can’t do a great job. When i wrote my book, i was trying very hard to write it from a point of view of could somebody who doesn’t do this stuff every day take this and use it, and i’m hearing back from people that they can, but i’m also seeing more and more examples of organizations just really coming up with fresh, creative ways to do it. We built this scorecard that we have on our website where you can go in and sort of answer a series of questions, and it reflects back to you how your organization is doing managing its communications on one of the interesting findings we we have uncovered from that is that this small guys do it, justus well, as the big guys, that that the the having staff people or money for communications does not necessarily make you a better communicator. Excellent website is picked up dot com it’s, big duck. Nice dot com okay, don’t you ignore what i said? First big duck and dot com sarah door. Um, you want to leave one last one last tip. Come to fund-raising days. Great show. I want to see you all here next year. You’ll be back. I’ll be back. I love it here. Yeah. Sarah durham is thanks durney principle. My pleasure. Thank you very much. Principal and founder of big duck leary in n y c her book is brandraise ing and i want to thank you very much for joining me, sara and listeners viewers thank you for joining my coverage of fund-raising day two thousand thirteen marriott marquis hotel. Thanks very much. Thanks. Yes, my thanks to everyone at fund-raising day and sarah durham. To bring this show, we need some help. And i want you to know about the two companies that are helping us bradrick rally bound is a sponsor. They make simple, reliable peer-to-peer fund-raising software. This is software for runs, walks and rides it’s friends asking friends to give to your cause. You get a discount as a non pas provoc radio listener. Get that claim that discount you can go to rally bound dot com or just call them up on talk to joe mcgee and he will answer your questions and help you build your campaign. And, of course, explain how rally bound khun do that for you. They’re at rally bound dot com or triple eight seven six seven nine zero seven six and we are also supported by t b r c cost recovery yourselfer benowitz runs t brc. He will go over your past phone bills looking for errors when he finds them, which he does ninety. Percent of the time phone cos it turns out, are not so good about billing correctly. Then he picks up the phone when he finds these errors and he fights the phone company to get you money back. These are not only errors in billing, but also services that you didn’t order or you’re getting the wrong pricing, not what, not what you were supposed to be charged for, a service and also he can fight well above market pricing when he finds that, um, i had mentioned a couple weeks ago that recently he saved a non-profit almost twelve thousand dollars after finding errors in their phone bill that went back three years and you only pay ti brc if they actually get money back from the phone company, they can also save you money looking far word, because if you’ve, um, if there have been mistakes in the past, then there’s savings to be accrued going ahead as well. Trc cost recovery yussef rabinowitz i’ve known him for almost ten years. He’s at tbe rc dot com or two. One, two six double four nine. Triple xero ask for yosef twenty steak too. I hosted a panel discussion. For the new york ilsen chapter of a f p about two months ago or so that’s, the association of fund-raising professionals, the discussion was about creating a culture of philanthropy throughout your non-profit very similar to what sarah duram was talking about in having everyone be a brand ambassador from the receptionist to your ceo. There were three very smart people with me. They were terry, billy, matt bregman and brian saber. It was informative conversation, and i love the topic because it does come up a lot. How do you encourage everyone in your non-profit two treat the people they come in contact with as potential donors. It was informative, and we had some fun as well. There’s a link to the video on my block at tony martignetti dot com and that is tony’s take two for friday, the sixth of december forty seventh show of the year. Scott koegler is with me, you know him he’s, our monthly tech contributor. He’s, the editor of non-profit technology news, which you’ll find it n p tech news. Dot com and on twitter he’s at scott koegler. Scott, how are you? I’m doing well, tony, how you terrific lee. Thank you very much. You have a good thanksgiving. I did way too much turkey. But, you know that’s to be expected. Alright, good. You had fun. He did. We’re talking about safeguarding your donordigital. What are the, uh what of the potential risks here if donordigital is compromised? Well, there’s a lot of risks. You actually tony and what’s probably the biggest one is that not just the the data is stolen, but the information about your donors is compromised and that’s something that has made a whole lot of headlines recently well, over the last few years actually, um about, you know, different different companies having having their data breached, having there credit card information stolen and now people losing, losing the privacy of the credit information identity theft by another word. So there are implications that are certainly public relations you don’t want to be, you know, it may not be a headline if you’re a smaller midsize shop, but you can have a public relations problem among your donors and volunteers without it being in the headlines. There’s legal implications and you couldn’t even have, like some financial problems mean if people if it comes to the point of people suing you? Are you having to pay for damages? Definitely. Definitely. You know that i moved to south carolina recently, and last year i think that was earlier this year. Actually, the the the state governments website was breached. And supposedly all of the information that that anyone who has filed tax returns in the state oh, my goodness is stolen. So, you know, i mean that’s bad enough. I haven’t actually heard of anyone who was, you know, was affected by having their identities going. But what happened was that the state, aside from the, you know, the political and and other kinds of just general discussion about how things were handled badly, they had to offer a free subscription service to an identity theft, monitoring service to literally everyone in the state. Oh, my and a couple people. And so on, top of on top of having to rebuild their infrastructure, you know, tighten down their security, you know, they have that financial burden, you know, just added things. So yeah, financial consequences definitely did this stuff the car during the five days when governor mark sanford was off with his girlfriend in in argentina is that when that happened, it could have i don’t know, i you know, it could have been an argentinean internet connection get part of the story his reputation has since been rehabilitated because he was he was elected. Tio what the house of representatives, i think for for south carolina? I think so. Although i have to have two admit that i haven’t really followed much of the south carolinian political situation, even though i should have. Okay, well, you’re you’re new resident. Well, i am your break now. Good vote. So, i guess it’s good. What part of the problem with identity theft, though, is that people the bad people don’t use the data right away because they know that everybody who’s data was compromised is on the lookout, but they’ll wait. I mean, they’ll wait three for five years and use the data then when your date of birth and social security number haven’t changed and maybe even your address hasn’t changed. And and by then people are not on the lookout for the for the theft. Because it’s been so many years since it occurred. Exactly exactly. And then it’s also hard to track down. Where that breach came from because if it wass, for instance, a small provider, small company or a small non-profit that got that breached, uh, may not have been reported, right? Not everybody owns up to it, and actually not everybody actually knows that they’ve been breached. Right rights, it’s not in the hacker’s best interest to notify anyone that had that data. Yeah, yeah, now it gets it gets discovered by some audit. Or maybe the hackers will sloppy or something like that, but yeah, i’m sure there are lot of instances where organization don’t even know that it’s happened. All right, so if we’re going to protect our donordigital what we need to be thinking about first? Well, the first thing is pretty obvious stuff is that, you know, if you don’t need the information, don’t keep it, don’t collect it, don’t get it one of the pieces of information, of course, that non-profits do. On whose credit card information, uh, and some sites you know, amazon in particular, and pretty much any e commerce site collect credit card information and then there’s a convenience to the chopper. We’ll store that information? Yes. And, you know it’s convenient. And in a situation like amazon, people may go back there and by things you know, almost daily, and so in that case, it really is a convenience, so you don’t want to. I don’t want to keep entering my my credit card information every time i buy something for a non-profit that that frequency is probably significantly less than what amazon gets and we would certainly hope with it it’s more frequent, but reality is they’re probably talking about a few times a year at the most. Yes, so in those cases allow the credit card information to the energy. Be sure that it’s over a secure line and that’s here’s a jug and peace for https that’s uh uh that’s the secure website connections that links the website that someone beat feeling to the with the back end server some reason, scott, i know that http is hypertext transfer protocol, right? And then i believe that as few yeses for secure okay, sorry, sorry. Nobody cares about nobody cares. Um, so and that part right there just means that someone monitoring are tapping into the line isn’t just catching the data while it’s streaming by them on dh collecting it that way. That’s the first line of security, but the second, you know, use the information, make the transaction, get the get the donation into the bank account, and then just don’t record the critical information, right? Just by doing that i could probably solve. I’m going to say at least fifty percent of the of the problems that a data breach can cause for constituents for donors. There’s other information that would fall into those to that category, i’m thinking, like date of birth, social security number, even even address? Yeah, address an email. I mean, you don’t want those to be compromised. Yeah, here’s an interesting piece of the security information. Did you know if you have a person’s first name your date of birth and their zip code, you can find out through there first name, date of birth and zip code that’s enough to identify? Yeah, yeah, that makes sense way, wouldn’t you? Yeah, when you say it, it makes sense, but somebody wouldn’t think that those if you’re not, if you’re not in a security role, you wouldn’t realize that those three things can be really damaging and you could find everything about those so i mean, date of birth, i mean, probably non-profits don’t have to save date of birth, right? Date of birth, you know? Krauz they probably do need address information in order to send maybe a ten, ninety nine, you know, donation form at the end of the right, right? But certainly so security number is not necessary. I don’t. I don’t think that’s required for a ten, ninety nine. Well, non-profits aren’t sending ten, ninety nine’s. They’re just sending the just sending acknowledgement letters. Okay, so, yeah, ten. Ninety nine’s that’s for contractors. So so wouldn’t you wouldn’t need it. You wouldn’t need you would not need it for donors. All right, but so there’s there’s information that we should save, but we should look scrupulously at what we are actually preserving is the point. Okay, what we need and don’t even ask for what you don’t need and those things that you do need, you know, on a on a short term basis, like credit card information. Just really okay. Okay. There’s still information that you need and there’s information that you want to keep. You want to keep the name, you know, the donation history, maybe. Their activities, you may want to keep their their their address, and they want it. Particularly if you do send out snail mail. Kind of, uh, information. You know, newsletters do still go by on paper. And so there is information that you want and here’s one of the ways that south carolina system was breached. No, if they could have avoided the entire disaster with the effects of the disaster. Maybe not for a public relations standpoint, but from the effect on its citizens. By encrypting the data they have. So wait, he talked about, you know, using a secure internet connection tps. And that applies and encryption to all of the information going across the internet wire. But once it reaches the program of stories that data, um, you know, that data is stored in a database and the database is usually, um, pretty transparent. In other words, you can open the database. Look at the information and it’s you know, it’s in english. It’s in what’s, commonly called clear text. So it’s, you know, you can look at it with a human being can read it and understand it. And i know it’s easy and it’s the way that things are stored most of time. What south carolina did not do on. Actually, a couple of others didn’t dio notable ones are adobe and link them okay. Not small names of people that you would think would know better. Um, they did not encrypt the contents of their database. So what that means is if the data is not encrypted, hacker gets in, they download the database and they can use it’s all visible in clear text. Okay. Okay. All right. So so the data that we do store, we should consider encryption, right? Absolutely. Absolutely their encryptions pretty easy. Most databases have it as a non option. You could just, you know, take a box and bingo. It’s all encrypted. So we have to also consider where this data is safe, right? It’s lots of different places and including portables buy-in night. Um, sure, cellphones get lost, laptops gets stolen, all those kind of things happen. I don’t know that. There’s an additional answer there. I mean, certainly you can password protect cell phones and laptops for typically people don’t do that. Yeah, well, we’re going to get to policies that they should be doing so. But they’re also the data is on servers. In your and hopefully your server closet is secure. I’ve seen a lot of servers that including businesses, small businesses where, you know it’s in a like a ah whole janitorial closet or something up on a shelf, not secure it all, but data can also be in the cloud. Uh, exactly that it could be in the cloud and it’s kind of a counterintuitive. I’ll just give you my personal take on this. I think on i believe that the data that’s stored in a no properly created cloud environment it was much more secure than something that’s residing in your server. Have your office. Okay, why don’t i tell you why? First of all, servers in officers are managed fly, but people in those officers typically and except for, you know, very large non-profits most of those people are not, um, it’s, not a full time job to manage the security of the service right there doing other things. They have a full time job for a part time job and a piece of a part of a tiny portion of that time maybe to make a backup of the server, on the other hand, cloud based systems it is their business, it’s, the only business, and not only are the, uh, typically bound by terms and conditions of the contract with that you have with them to protect your data, if if they’re breached, uh, they stand to lose their entire business just from the bad p r so it’s in their best interest to keep their, you know their customers, clients, data secure, you know, they those kinds of environments, too, support the https secure connections they do typically encrypt the data. I’m not saying you don’t need to check those things, but i do believe that it’s, no overall, safer environment, leave it in the hands of the professionals. Okay, way. Have to go away for a couple minutes when we come back. Scott. Now, keep talking about safeguarding your donordigital. We’ll get into some of the policies that you should have. Stay with us. You’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. I’m dana ostomel, ceo of deposit, a gift. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. All right, scott, we know what data we’ve got and what we need to save and not save way we know where the data is stored, what kind of policies should we have in place? Yeah, well, as you mentioned, it’s it’s a good thing to have a policy that says, you know, you need to secure your devices with a password so that every time you go to use that needs to be logged in, um, in my experience that that may work in corporate environments where the shop has the ability to actually manage the devices that were used by their weather employees, but in an environment that says generally as loose as a non-profit think becomes pretty difficult to enforce. For one thing, you know, you’re your volunteers may all that they have bones that are being managed by their brother employers. So you get a conflict in that in that area, i’m still it’s a good thing to do. Certainly you want to be sure that the staff isn’t writing things down on pieces of paper, so if they are recording things, they are being recorded in a digital format in a secure format so that whatever protections are being enforced in the inn that digital connection are being used, they may not be one hundred percent, but it’s better than nothing for sure. We should also have policy around who has access to different pieces of data, absolutely, and that has to do with the, uh, the applications that you use in historian information some of the more simplistic application, for instance, locally, you know, homemade databases, spreadsheets, things like that have very limited security options, right? Most of the most of the non-profit applications that are available commercially have what they call multi level rules so you can define a roll of manager out of the data entry clerk, you know, hosting volunteer and different kinds of rules like that, and each one of those can have different levels of access to information. So somebody who’s carrying around a tablet that in the event registering people for the event, they only have access to the data entry function for that piece, it certainly would not have access two historical e-giving and other other information has already been recorded when i go teo cem, clients on i’m using their database there’s data that i can’t see? Social security number. For instance, i i can see that it’s preserved, but all i see in that field is a bunch of stars. Date of birth, i think is another one. Or maybe i see the year, but not the day in the month. Something like that. So there there are there are data, ways of preserving and i log on to that database so it knows who i am and what level of access i have. Exactly. When i was, that reminds me of when i was in the air force, i had i had top secret clearance. And then beyond top secret, there was something called psyop. Yes, i which was it was his top secret. T s psyop was the single integrated operating plan. And then, yes, i was for extra sensitive information. So you could have t s and then you could go beyond that, and then beyond that. And then there’s, you know, obviously there people bled levels of security clearance beyond me. But i had top secret c i a p ece anyway, so so just exactly as you told me that tony means you have to kill me right now. There. Are other reasons i need to kill you. Is that another doing? Just revealed. Okay. All right. So the software can help us. All right. So this is part of our policies is who who has access to what? On a need to know basis, right? That’s, basically, what do you need to know? To do your job? Exactly. And there’s one two things i’ll bring up here one is that, you know most well, most a lot of instances of breach come from, uh, not getting rid of logging access. That is not necessary any longer. So someone leaves the organization. The very first thing that should be done is that log in should be deactivated. Deleted whatever. Yes, at the very least. Password changed. But there are lots of lots of instances where that wasn’t done immediately. And the data, you know, goes away and let’s face it. You know, it’s it’s, not just a friendly departure. That person is more likely to take action immediately than they are, you know, a month down the road. So quick action is is really, uh, you know the right thing to do. Let’s, talk a little about insurance. There’s there’s. Cyber insurance there is dahna and, you know, i haven’t really looked at the prices for those, but i’m sure that there is based on the amount of information, the value of your database, all those kind of things, but i would say that most of the large insurance company i’m looking at the hartford and shove, for instance, they offer what’s called a data breach insurance, which is exactly what we’re talking about here, its protection against loss, its protection against lawsuits from some problems occurring based on the loss, liability, all those nothing i would say it’s definitely something we’re looking into. And of course, you know, hindsight will always tell you that you should have done it. Yeah, but, you know, pryce will make that determination for you, okay? We’re not holding you to the standards of of an insurance broker, so you don’t need to know the price, but but important for people to know that it exists and and as you suggested, you know, if you have a bad person, maybe they left on bad terms or maybe they’re still working for you, and they just have some bad intentions. No policy is going to prevent them from getting what they want if they’re if they’re industrious enough like and an interesting statistic. Seventy five percent of a raw data theft and i’m talking well, i guess it could be called hacking, but they left. This use of data happens internally of that seventy five percent, fifty percent of it is from physical, just physically copying the data onto a thumb drive. Or, you know, some other cd or something like that. So it really, you know, most of what’s gonna happen is really gonna happen within the organization and that’s for anything. And this heartening, unfortunately true. You’re a former ceo, right? Chief information officer, chief technology officer on the corporate side. Um what? What more do you want to impart? I haven’t asked you about, uh, you know, lock the doors. That’s, that’s probably the biggest and most difficult thing that we had to contend with was making sure that the facility is secure. Now, those when i was doing that, cloud computing was really not a big issue. So locking the doors, you know, for a cloud environment doesn’t really does it really work. That said, there are still, uh, there’s still paper records that your store in camp, almost any organization and locking the doors were locking the file cabinets or some other way, securing access against the paper records. Still it’s still the right thing to do, and we’ll we’ll avoid some of the day. The fact that we’re talking about yes, excellent. We’ve been talking about digitised data, but there’s still lots of paper records and just simple locks on a file cabinet on blocks on doors, andan that server door that you know that those hallway closet server that i see where it’s the maintenance you know, it’s it’s above the slop sink that’s crazy frank, right it is and have one one other issue that we talked about and that is what’s called social engineering and has nothing to do with data. Uh, it’s it’s really old fashioned and involved. Usually telephone, but it could be personal. Personal face-to-face okay, you know, we talked about the three pieces of information that will lead to someone really knowing who you are like that, uh, your first name, date of birth and your zip code. You may not say all those things to the same person at the same. Time, but, uh, social engineering involves people making phone calls into an organization, talking to different people and pulling different pieces of information from those different people and then assemble in those outside so they’re pretty easy to, you know, called secretary and they, you know, i’m trying to get the three owners birthday gift, you know, what? They were on dh, you know, by the way, you know, at another person calls in to another person in the organization and says, you know what? Town today with them? I mean, no, there you go right there. Three piece of information, yes. Wow. That’s okay, those air bad there’s a bad actors, but but if somebody want that they can, they can put it together over time. And andi, even if even a small organization, even if there aren’t that many people, if they can call they could do it over time, they can have a have ah, accomplice maybe helping. So one time it’s a man a couple weeks later, it’s a woman asking different things. Your office isn’t going to protect against that exactly. Then we’re not as people, we’re not wired to think, you know, in that. Kind of devious way to protect ourselves. Okay. All right. All the more reason for thinking about this thing about cyber insurance, i think. Exactly. Exactly. All right, we have just a couple of minutes left. Scott, i’m going to put you on the scott on the i’m going to put you on the scott. I’m going to put you on the spot for a holiday wine recommendation as part of your as your sixty second style stop. Whoa, what wine do you loving? In the month of december? A month of december, we actually we found one that we absolutely love. It’s it’s the two thousand ten it’s called immortal it’s zampa dollars. You might expect it’s just it’s, you know, luxurious it’s. Wonderful. And it’s. Got that typical in-kind of sweetness and smooth with a lot of food. Uh, that fifty bucks and i, you know, been enjoying that one. Okay. That’s a that’s, a red zinfandel or white red’s. Okay, two thousand ten immortals in scott koegler sixty second style. Stop, scott. Always a pleasure. Enjoy your holidays. Thank you very much. Good to talk to you. Thanks so much for your help, scott koegler on twitter. He’s at scott koegler konigstein are and he’s, the editor of non-profit technology news, which is that n p tech news. Dot com next week, the millennials study derek feldman will be with me. I’m pretty sure he’ll be in the studio. He’s, co author of that report also amy sample, ward she’s, our social media contributor and ceo of non-profit technology network and ten she returns next week. Remember our supporters rally bound dot com and tb rc dot com. I’m very grateful for their support. They’re good people. Please check them out. Our creative producer is claire meyerhoff. Sam liebowitz is at the board, as our line producer shows. Social media is by deborah askanase of community organizer two point oh, and the remote producer of tony martignetti non-profit radio is john federico of the new rules. This excellent music is by scott stein. Oh, i hope to be with me next week that’ll be friday, december thirteenth. The, uh i don’t know which friday of the year it is, but it’ll be at one to two eastern at talking alternative dot com. You didn’t think that shooting getting thinking. You’re listening to the talking alternative network duitz get in. E-giving cubine are you a female entrepreneur ready to break through? Join us at sexy body sassy sol, where women are empowered to ask one received what they truly want in love, life and business. Tune in thursday, said noon eastern time to learn timpson juicy secrets from inspiring women and men who, there to define their success, get inspired, stay motivated and defying your version of giant success with sexy body sake. Sold every thursday ad. 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Create A Culture Of Philanthropy Throughout Your Nonprofit

TonyMartignetti.AFP1 moderation

Last month I hosted a panel for AFP’s New York City chapter on creating a culture of philanthropy throughout your office: way beyond the development staff to include the CEO, finance office, program staff and facilities workers. Everybody.

The panelists were:
Terry Billie, Director of Corporate & Foundation Relations for Goodwill Industries of NY and NJ
Matthew Bregman, VP for Development at Brooklyn Academy of Music (BAM)
Brian Saber, founder and president of Asking Matters

We had a lively, fun conversation over breakfast and there were lots of excellent questions from the audience!

Here are takeaways from our hour-long discussion:
— it has to start with the CEO; if your CEO embraces fundraising, the enthusiasm will trickle down
— each person in your organization can contribute to a positive fundraising culture; it can be as simple as a smile and “hello”
— everyone your staff meets should be treated as a donor; either they are or they could be
— over in finance, reports to funders should be seen as promoting fundraising, not as favors that help development staff
— your business and program departments should accept training from fundraising staff about simple ways to create a fundraising culture
— everybody else can accept training on how their jobs support fundraising
— it starts with hiring; consensus was that an enthusiastic attitude can make up for a lack of non-critical skills
— if you you’re constantly fighting to get fundraising recognized, it may not be the right place for you

Many thanks to the leaders of AFP NYC. A special shout to Holly Koenig, who first tapped me for the program.

Here’s the video!