Category Archives: Fundraising Fundamentals

Nonprofit Radio for September 18, 2015: Run Like A Biz & Program Your Board

Big Nonprofit Ideas for the Other 95%

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Hillary Schafer: Run Like A Biz

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Hillary Schafer brought her 12 years on Wall Street to the Jefferson Awards Foundation, where she’s executive director. She shares her ideas from building core infrastructure to employee policies.

 

 

Gene Takagi: Program Your Board

Gene Takagi

Your board probably recognizes its fiduciary responsibilities, but does it know its role in overseeing programs? Gene Takagi is our legal contributor and principal of the Nonprofit & Exempt Organizations law group (NEO).

 

 


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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. We’ve got a listener of the week naralo brancati on twitter he’s at bronco leggio he’s in roma italia, where i’m headed shortly and he’s a frequent retweet er of non-profit radio posts, which i very much appreciate so listener the week carlo hey, congrats to latto you messed it up. Lincoln got two lattes cioni carlo chaillou bello, thank you very, very much, carlo. I’m glad you’re with me. My cat would bear the pain of odo psoriasis if she had to hear that you missed today’s show run like a biz hillary shaefer brought her twelve years on wall street to the jefferson awards foundation, where she’s executive director she shares strategies from building core infrastructure to your employee policies and program. You’re bored. Your board probably recognizes its fiduciary responsibilities but doesn’t know its role in overseeing program. Jean takagi is our legal contributor and principal of the non-profit and exempt organizations law group neo and this is from our show on january tenth, two thousand fourteen on tony’s take two work smarter, responsive by pursuant, full service fund-raising data driven and technology enabled, you’ll raise more money pursuing dot com. I’m glad to welcome to the studio hillary schaefer. Prior to joining the jefferson awards foundation as executive director, she worked as the head of us institutional equity sales in new york. For citigroup, she was one of the highest ranking women in the equity business. In the late nineties. She was the executive director of economic security two thousand fighting to save and remodel social security. The foundation is at jefferson awards, dot, org’s and she’s at beard. Hillary on twitter. Welcome, hillary schaeffer. Thank you very much. Glad you’re in the studio, thanks to be here. Eight and a half months pregnant, eight and a half months pregnant, we got you at the right time. What’s behind this twitter id beard hillary it’s, my maiden name is beard. Okay, until re beard was taken, i presume and hillary beard is probably taking swiped by some. I had that done on youtube. Some joker i hope he was named tony martignetti stole the channel name tony martignetti and i had you riel tony martignetti but he doesn’t use it so it’s ah, people don’t have trouble finding me. Not that anyone’s looking, but if they were looking, they wouldn’t have trouble finding me on youtube. Um, tell me about wall street what’s it what’s it like making a living equity say institutional equity sales what’s it like, what does that mean, that’s that place, like, actually, frankly, loved it. I did it for twelve years. I went into wall street thinking i would do it for two. Yeah, we’re really, really fell in love for long enough to stay for twelve instruction. Likely sales is basically where you manage the relationships for the largest institutional investors who invest in stocks. Okay, so on behalf of citigroup, so on, you’re like, on account, uh, liaison to big companies buying stocks. Sort of. Yes, i minimize their eyes. So egregiously okay, clearly egregiously. So, what do you how do you how do you keep big institutional buyers happy? What you have to do, too, with more of their blackness is making money, right? So investing in stocks that go up and shorting stocks that go down. And so ah, lot of the business of the equity business of citigroup is to provide really good insights and ideas and research into the companies that they care about and delivering that content into your clients in a way which is consumable smart, if it’s with their investment style, um and helps them make money is really the core of what you do. Okay, but then there are all of these other services that citigroup offers and help clients run their money from financing stocks. Teo, all of the things that go around the core of running that business, okay, banking and credit relationships, things like that, things like that. Okay? And so core of that business is sort of managing that entire relationship to make sure they get the resource is that they need in orderto successfully run the business and a transition to non-profit work. What? What occasioned that? Frankly, hurricane sandy, i had left wall street. I have two little kids already at home, and i decided that i wanted teo figure out what i wanted to do next. I had no idea what that was actually, frankly thought it would be in the finance world. Yeah, and hurricane sandy hit new york, and i was sitting in my living room working on a business plan for a finance business, okay? And i just got really passionate about the idea that there were children who had gone to bed safe and sound the night before that woke up with no signs of food or shelter or warmth, their security. And so i went to work from my living room to create programs that generated millions of more meals, hundreds of thousands of blankets and warm winter coats for families all over the tri state area and my husband on dh, the executive director of robin hood both basically sat me down and said, please don’t go back to finance the passion that you feel around helping people is so significant. Do something else. Stay in the non-profit you gave away your entrepreneurial dream, the plan you’re working on. You’re going to start your own business. I did put that aside, although running a non-profit is inherently incredibly entrepreneur. Okay, if it’s done right if it’s done right. All right, all right. Um, tell us a little about the jefferson awards and the and the foundation. Sure. So we we basically power public service. We’ve been around since nineteen metoo started by jackie kennedy, senator robert taft junior and my father, sam beard. And the original idea was create a nobel prize for public service in america. Ah, celebrate the very best of the country. You celebration to not only say thank you to people do amazing things, but also as a force multiplier to inspire others to do something good. We then translated into programs that accelerate and amplify service for people of every age. So, starting about ten years ago, we became one of the largest creators of public service in the country through training mechanisms and programs that engage individuals again of all ages to do service ranging from the donation of a single book from a child to a child all the way up to young people in adult toe like who are impacting millions. Of lives and it’s ah, jefferson awards so what’s the awards side of this. So when the awards is the celebration peace. So we are effectively the gold seal of service in america. We give out a we give out jefferson awards the national level, you would know basically every name. Okay. Who’s, one of jefferson word over the last forty three years. And then we have a media partner program where we partner with local affiliates, newspapers, etcetera but primary news outlets in communities all over the country. But today, reaching to seventy eight million households on dh, they are empowered to take the jefferson award and celebrate local grassroots unsung heroes. All right, a nobel prize for ah, for outstanding program work and and saving lives for impact impact. How about the foundation itself? Just number employees. Just a quaint little bit number of employees. Annual budget. Yes. So it’s about twenty seven employees, we have a, uh, about a ten and a half million dollar annual budget. Um, of which much of that is in-kind it’s about a three and a half million dollar operating revenue budget. Okay, and we’re going to go out for a break. In roughly a minute or so, so just, uh, gives a little overviewing of what? But some of the lessons are that you brought from equity sales on dh wall street. Teo, your charitable work, and i think the biggest thing is just that any organization, whether it’s, for-profit or non-profit, needs to be world class in order to be successful, and that starts with everything from how you manage and set your employees up for success to your back end systems that govern how you pay your rent, you know, pay your expenses and collect your revenues to don’t hurt management, teo everything that you do needs to look and feel like you set for-profit world, but it’s really for impact. So i’m guessing you believe non-profit is your tax status not your mindset? Correct? Yeah, cool. Okay. Ah, of course hillary stays with us. We go after this break. I hope you do, too. You’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Welcome back to big non-profit ideas for the other ninety five percent. Hillary schaefer let’s ah, let’s, dive into some of these lessons that you’ve brought with you this world class let’s start in the back end investment in infrastructure like c r, m databases, data management so that’s a that’s a terrific place to start because really every non-profit is powered by who they reach and how they reached them and how they communicate with, um and management of relationships, whether that’s a whether that’s, a donor, whether that’s, somebody, who’s won an award from our perspective, whether that somebody who has just invested in you are in your programs and how you understand that relationship, how you manage that relationship is all driven by the back end. Traditionally, people would use spreadsheets or just use, you know, sort of word and lists in their own brains, and fundamentally, it doesn’t get you as far as you need to get, and technology today is so sophisticated and there’s so many great great data pay systems that can integrate seamlessly with your website and with donor management tools and with, um, all mechanisms that you need to communicate effectively and really segment that communication into something that makes sense for that individual. It’s. Almost a shame not to you not to use it. Yeah, segmentation, and we’ll get to the benefit of that. I’ve had other guests. My voice just cracked like i’m a fourteen year old. I’ve had have a congratulations. Thank you. Everything else operates at, uh, the requisite age at fifty three, but my voice occasionally. Yeah, so we’ll get to the value of segmentation because people want to be talked to personally, not not and mass and like everybody else, but so but this can be hard to invest in me, we’re talking about this is not serving program directly. This is not helping people directly. How do we overcome that mindset that we can get by with, you know, the lackadaisical, the the database that we’ve got her the internal presses we figured out our work arounds, you know, we’re okay. It’s it’s finding you say that, right? Because they actually when you invest in a really good database management system and client relationship manager, which is what c r m stands for, what you get out of it, that multiplier effect that you can get from having true, powerful relationships and understanding of all of your constituents, all consolidated is worth every dollar you know, and frankly there’s so many great systems which are out there, and they’re not that expensive. The most expensive part is the time of your staff, an external consultants, which you often mean teo, take what is all of the stuff that you’ve cobbled together and to make. It work for your organization. So an organization as an example we had brought in sales force. We use sales force. Um, we frankly had the wrong system installed with sales force. It took us a long time to figure out how to get the right system installed in all of those things. But it’s also taking us the better part of eighteen months to clean our data. Teo optimize our data to segment it appropriately so that we can communicate effectively with everybody in the way they want to be communicated with and a fair amount of staff time. And it’s, that investment of taking somebody away from something that looks like perhaps it’s more important to their day to day life and put them into what’s really tedious work. Ah, in order to be a better organization. But for us, if i think about it, if we have a database that reaches sixty thousand people, our ability to grow from an organization that reaches sixty this sixty thousand two, two, six hundred thousand to six million all contingent on us having optimized rc era. This is key. So if you want to scale, you have to have the infrastructure two to support that every organization wants to be at the next level i get so many questions about, you know, how do i get to next level? Can you refer me to somebody help us get to the next level? But i think often they don’t they’re not set up to get to the next level. They don’t they don’t have the support that they need, even if they were able to teo, multiply by ten there, you know the size of their their outreach. Without data, you have no chance. I’ll give you a great example in the nonprofit world statistic terrifies me, but something like sixty percent of donors don’t repeat on average across the non-profit space every year. Yeah, don’t come back, right? Well, don’t patrician right that’s because we’re not loving the people who are there. Everybody is focused on the next level. No, you’re focused on the next person you forget about the person who’s already said to you with their dollars. I care about what you do at the heart of that is your database management system. I had a guest, peter shankman, um social media expert and marketing guy and his book is called zombie loyalists and basically had a last december. I think i had eternal you’re all your clients and customers into zombie loyalists that love you so much that they’re zombies for your work, and they’ll do your marketing, your pr, your communications for you, but ah, some of what he says boils down to the way to get the client you want is to be awesome to the client. You have that’s exactly right? I mean, i think about it from a from a fund-raising perspective, what the great fundraisers tell you is you should have four contacts with a donor for every time you ask them for something no in orderto have those four contacts but matter to them, you need to know what they care about that needs to be in your database. You need to understand them that meets not only being your head, it needs to be institutionalized in your database. Ah, and then you need to have systems which set up, which push you to reach out to that person, to make sure that you’re not forgetting to touch them four times before you go back to them and say, here’s, your invoice your sales force is a really cool example that you mentioned because for small shops, it’s ideal, the first ten licenses from sales force are free to non-profits and then they have a very deeply reduced fee for going beyond ten licenses. But i think for a lot of listeners, ten licenses is enough for more than enough. So, you know, on i’ve had guests on from the non-profit technology conference and t c talking about the benefits of salesforce, you know, i think that’s right and sales force khun b a terrific tool, it’s also it could be not that expensive or if you have the budget, the amount of tools that they have that you khun scale in two really optimizing take you to the next level are huge, so we don’t have we personally don’t have the budget we would love to have to spend with sales force, but we have a big, long wish list of things we would like to spend on specifically with sales force, with the tools that they have something bothering me to my head now, i didn’t mean to say lackadaisical databases, i meant to say lackluster, lackluster debate lackadaisical. Database doesn’t make any sense lazy, lazy self, you know, so that people could be lackadaisical. But the databases lackluster let’s talk a little about the segmentation, the benefit of communicating with people and showing that you know what their interests are when their birthdays are what they, how they like to be communicated with let’s, explore this know people are people all right, everybody wants to feel touched individually. Nobody wants to feel like they’re part of a marketing campaign or that they’re part of a sort of a blast. People want to be touched individually. It’s why things like instagram work because they feel touched by a photograph ah, it’s the same thing with with donor or constituent segmentation everybody wants to feel like especially in the nonprofit world where you’re talking about emotion. You are effectively touching people where where they want to improve the world, but you’ve got to understand which part of it inspires them. Yes, ah, and and also people like being cared for around the things that matter in their daily lives that have nothing to do with you. You ah, their children, their children’s ages. What? They d’oh? Ah, what their hobbies. Are where they like to travel all of those things. It just matters it’s all about having one on one of relationships. And the better your relationship is, the more likely you are to be able to maximize. And everything you’ve mentioned is data worth preserving its all data. You have to have people love it when you send them a note that says, happy birthday, no, super simple. It is very simple now. So what kinds of reminders do you get based on what kinds of things aside from birthday? What other kind of yeah, what others? Ah, it tends to relate to things that people have told you. Okay? And so for us, it would relate specifically to our program. So we have five different programs that have very, very different calendars. So that could relate. Teo, i i just need to get us a of the date because i know you desperately want to come to our national ceremony in new york city in march. Ah, but it could also be i know you really want to be. Ah, judge at our students in action conference in minneapolis. Ana and so getting that date to you in plenty of advance notice. It really gets down to that level. All right, so the, uh, the value of segmentation and investment in infrastructure. What about investment in consultants? You mentioned consulting? Nobody knows everything they need to know, but this could be tough to bring, bring other people in and have a fresh set of eyes evaluating you. It’s interesting on the consulting sight because i i personally have two two minds about consultants. Often i feel like you get charged too much for a percentage of somebody’s brain no on dh that’s the greatest risk with consulting. Ah, but also often they’re just expertise. You don’t want to bring in house. You can’t afford to bring in house, but you need somebody who has fresh eyes who knows something really specific that you don’t know ah, and with without which you can’t can’t go to the next level, you can’t execute effectively. So sales forces a terrific example. Um, there are so many tools inside sales force that enable you to do things like optimize your data and get rid of redundancy and all of those things, um and to, uh, to make it spoke for your organization. For think the ways in which you want to connect with people, i couldn’t do that myself, and i don’t have anybody in house who could do that for me. Could you just send your data data manager, database administrator to a sales force conference or course, yes, we do that too, okay, but it’s not enough and for the cost to bring and you know, you gotta you gotta weigh out the cost. So the question is, can you find somebody who is affordable to you in your organization that helps bring in those that kind of expertise in? I’m their things like building out an effective communication strategy where if you don’t have a big, robust communications team who can think about everything from database management, teo email to social media to all the things that go into digital infrastructure ah, and communications calendars and all of those things. At some point, it becomes really smart to bring in somebody from the outside to say, i’m building you a structure i’m helping you think about inside your organization, for you what a structure would look like, that you can afford let’s turn to our people, i think my voice is, my voice is crack again. It’s. A big bag, maybe, you know. So your people important asset, probably your most valuable asset most important, most expensive it’s expensive. I would guess inside most non-profits that that people are seventy eight percent of cost big, big, big percentage, um and making impact in the world all relates to the people who you were in power to make that impact on your behalf as as either a full time employee or an independent contractor. Treyz and losing employees is as expensive as losing the donors we were talking about, if not more so, you know woobox the amount of time you then need to spend teo find the person, bring them in house, and on average, it takes six to eighteen months to really optimize an employee. That’s a long time to invest in somebody new if you have somebody who’s good who’s sitting there right in front of you. The most important thing with people always is that they feel like they’re being set up to succeed. And they’re being given the tools that they need. Ah, to succeed. All right, how do we do this? Ah, well, that everything from the really basic and can feel very cumbersome to a management manager. Piece, but ah, gold setting and reviews letting people know where they stand, being really straightforward with them about what they’re doing that’s terrific, and where they need to develop development goals is a big, big, big piece, and i don’t mean development is in fund-raising i mean, personal development, professional development around how can you be a much more effective employees? For the most part? Certainly in my experience, whether it’s on wall street or in the nonprofit world, when you sit in a review with somebody, they barely hear the good stuff. Ninety nine percent of what you tell them could be good. Everybody waits for the butt, the but needs to be real, meaning it needs to be i understand you here’s, where i see helping to take you as a human being and as a professional to the next level, and being able to deliver that in a way which is non threatening but having systems and structures around delivering reviews around goal, setting around, holding people accountable to those goals and around understanding them and wanting to be on their side are all the the most important things you can do, and it doesn’t matter. What kind of an organization you’re out to do that my guest last week, we’re from the university of pittsburgh, and they were talking about incentive pay, something that pitt has set up, and they’ve defined what an exemplary fundraiser is it’s basically achieving two hundred percent of your goal, but that’s a big organization, university of pittsburgh dahna might there be other ways of implementing incentive pay around? Aside from strictly money money come, you know, incentives are interesting in non-profits because, um, a, for the most part, non-profits don’t use sort of base bonus type structures, but there are tons of other ways that you can make somebody feel really good about what they d’oh and whether that’s simply celebrating their accomplishments to the other employees into your board. People really thrive on that, but it can also be other things, like giving them an extra days vacation. Um, you know, sending them home on purpose when they’re kids sick and you tell them that family comes first, you know, all those things that’s really more around culture, but there are there are smart things you can do where you say, you know what? I don’t have the dollar to give you. But i do have a day to give you or two or whatever it is. Whatever it is, that you’ve earned benefits structures are very important, um, covering people in their families and how you do that and how you communicate it. Incredibly important and totally under sort of undervalued in the mindset in the nonprofit world about what that means to an individual. And you say, i care about you and your health, and i care about your family in there. We have just about a minute left or so we have a couple more than more than a couple minutes. How much time do we have left? Sam? Okay, dahna then let’s. Ah, my mistake. Let’s keep talking about some some policies around employment. Maybe around training. Like you’ve got a new employee, you’ve spent the requisite amount of time recruiting you believe you’ve got the best person, the orientation, the training process onboarding process oven employees that one of the single most important things that you d’oh. So with us, justus a simple example. First, everybody gets a very long, very detailed employee manual that they have to read, but they really understand what the operating premises are of the organ you’re holding your hands, like four inches apart for inches. It’s not for interesting. Okay, okay, they’re recording, so that would be way too much street. All right, but i use my hands a lot. I think i’m going to italy and i’m hundreds in italian, so i didn’t think you were using them enough. That must be the eight and half months. Pregnant part. Yes, i understand. Ok, the but having that set of expectations in somebody’s. Mind where they read it. They have to affirm it. They have to tell you that they’ve read it. That tells them everything from how many vacation days they do have, how they can accrue more vacation, what the benefits are to them, how they can get in trouble, how they can stay out of trouble. What a whistle blower policy might look like. All of those things very, very important. But then bringing people into the culture of the organization into your programs where they really feel armed. Tio ah, to be an effective employees. Ah, it’s. So fundamental. So we we set up a schedule time with all of our program managers. We have our end of its staff. When they come in they go. They shadow individuals who do either their job or even other jobs inside the organization. Because you got to understand the entire organization. I think in order to be effective in your silo. Ah, and then we do profession. We were very open to paying for people doing professional development and encourage it. Ah, and then we do regular staff retreats where everybody comes together and we work on pieces that feel like they might be holes in the skill set to the entire organization again, investment where its infrastructure of people you just you can’t shortchange these things and expect to scale on grow the organization. I mean, for the amount it costs me, tio run a staff retreat every year, eyes about one percent of what it costs me to pay my staff. Yeah, that is a very worthwhile investment to make that staff be a leverage oppcoll army, we’re gonna leave it there. Hillary shafer she’s uh, executive director of jefferson awards foundation there at jefferson awards dot or ge and again on twitter she’s at beard hillary. Thank you so much, hillary. Thank you. Well, pleasure and gun muzzle tough. Congratulations on your pregnancy. Thank you very much. Tony steak, too. And program you’re bored with jean takagi coming up first. Pursuant, billboard it’s, integrated management of email landing pages, micro sites, donation forms, mobile pages, mobile mobile communications. And this and the social networks. Really? I mean, a lot of stuff that hillary and i were just talking about infrastructure. You’ve heard guests talk about multi-channel engagement billboard by pursuing is multi-channel engagement management, including the analytics with strong data and analysis and you’re constantly learning and revising and learning and fixing and improving that’s how you get better, so supporting all this. All the engagement through multiple channels is this, uh, tool billboard, which will, as everything pursuing, does help you find tune and raise more money pursuing dot com. My video this week is the second set of ntc non-profit technology conference video interviews. The subject is work smarter there’s distance collaboration, moving your data and files to the cloud walk to work that was with beth cantor and re to sharma encouraging you to make walking part of your work day not as a break, but as part of your day, take your meetings walking and two other video interviews. Links to those interviews are under my video at tony martignetti dot com that’s tony’s take two for friday, eighteenth of september thirty seventh show of the year here is jeanne takagi with program you’re bored jean takagi he’s, a principal of neo the non-profit and exempt organizations law group in san francisco gene has been gene has been a regular contributor to show it’s got to be going on three years gina, i if it’s not three it’s. Very close. He had it’s, the non popular of the non popular beautiful. He had it’s, the popular non-profit law blawg dot com non-profit law blogged dot com it’s very popular. And on twitter he’s at gi tak g t k happy new year jean takagi. Welcome back. Happy new year. Tony it’s. Great to be on. Thank you. I love having you. How long have you been a contributor? Every month, i think it’s been a little over three years. That is it. Is it over three? Love it. It could be. I think we met three years ago at a bar in san francisco. If i remember, right? Oh, for sure. It’s. Not like we pick. I picked you up there where i knew you before. I’m not that easy with contributors. I mean, yes, we we knew each other. And then we certainly did meet that’s, right? With along with emily chan? Yes. That’s. Right. Um, let’s see, our board has our board has some responsibilities and around program you’re concerned that they’re not. They’re not fulfilling those responsibilities. Yeah, i just feel like there’s there’s, maybe some lack of attention paid on board the board’s roll on program oversight i think so often went especially when you talk with lawyers or accountants were talking about financial oversight, and we’re saying we’ll make sure you’re solvent, make sure you have enough money to pay off your debts, they become duitz we don’t really talk very much about programs, but certainly the management folks and the funders air talking about programs and whether they’re effective and efficient, that furthering the mission. So, you know, i thought we should explore a little bit about what the board duties are in in that event as well. Can you just remind us first, we’ve talked about this a while ago. There are three duties that board members have i was faith, hope and chastity or on the greatest of those is but yeah, the three duties are the duty of care and that’s act with reasonable care in providing direction and oversight over the organization, the duty of loyalty, and a lot of that has to do with avoiding conflicts of interests that are not in the best interest of the organizations but are more for the best interest of an insider and the duty of obedience. Which lawyers air very interested in and that’s obeying with both the outside laws of you know, that apply to the organization and the internal laws like the by-laws and other policies that the documents may have those air the three to be to be concerned with. Okay, and and around program program is essential. Man. That’s what charity’s exist for his programs? Oh, my voice just cracked like i’m a fourteen year old exist that’s, exciting stuff. That’s it is. It is that’s. Right? Well, you make it interesting. That’s. Why? I love having you back. You make the what could very well be a dry topic. I think you make it interesting. And listeners do too. Yeah. That’s. What? Charity’s air here is for a program. Yeah, exactly. I mean, who cares? The indie at the end of the day, if we’ve got great financials, it’s none of our programs are effective, and we don’t do a service to the community. Precisely. So what do we need to be doing? What the board’s need to be doing around around program? Well, i think in meeting those three duties, the critical aspect for boards to make sure they’re reasonably informed ah, and just get a program report every month or every two months. You know, a ten minute program report from executive director or program director is fine and good. But does that mean the board really understands the programs and whether the advance the mission? Ah, and do they understand how the program’s advance emission? And did they ever ask you more difficult questions about are the program’s effective at advancing the mission? Or do we have alternatives? Or should we think of alternatives that might be able to advance that mission mohr effectively or more efficiently, given the limited resources that we all have? First up in this is and we have talked about this. Your mission needs to be very clear. Yeah, and one of the things you have to do is make sure you go back. And this is the lawyer speaking. Make sure you go back to your articles of incorporation and by-laws and make sure that the mission statement that years, thinking that you’re furthering is consistent with what the law says. Your mission is. And that’s that’s how it’s displayed on the governing document and in figuring out whether we are effective. At meeting our mission. Now we’ve gotta identify cem numbers, right? I mean, it’s, not just gonna be a ten minute report from the program director, we’ve got to be looking at some numbers to figure out whether our we’re having the outcomes that we want, right and it’s such a such a difficult question and that’s, why it’s it’s all about keeping informed? Because, you know, the whole area of program evaluation and that cantor and and a lot of institutions like the stanford center on philanthropy in civil society and mckinsey and, you know, the non-profit cordially foundations, and they all have been raiding all sorts of things on program evaluation and how we need more metrics and, you know, but all of that is great, but this is really hard stuff for a lot of non-profits to do so, yes, trying to figure out what what measurements are are important for us to figure out. Are we advancing our mission effectively? And then are we advancing it efficiently is really hard stuff, i think tip typically non-profits will, you know, measure how much money we’ve raised, how many visitors we’ve had or people with served? How many? Members we have. What is our overhead? Ray shone with had discussions on that topic as well. And, you know, those are interesting figures and all important. And i don’t want to downplay that. But what about, you know, then you know, the number of client desert. For example, does that really tell us what impact that’s done? No, before the clients. And you know, the program staff may know that, but how does the board know that if we have if we served a thousand clients last month, did we did we serve them by giving them one meal? Did that change their lives? Did we do more than that? Did we provide services? What? What and impact are we trying tio aim for? And what results are we getting those air really difficult things to try to figure out. But i think the board needs to push the organization in that direction. Of trying to figure out are the programs that write programs? Are we effectively implementing it? And if you want to, you know, evaluate your executive and evaluate your programs. You’ve gotta have a good understanding of that. I feel your passion around this, jean. I really do. It comes it’s it’s palpable. Now, in managing these programs it’s not the board’s roll. Teo, be day to day. There’s clearly there’s a delegation that has to be happening. Yeah, absolutely. And and the board certainly has the ability to and should be delegating if they have staff in an executive director. Particularly, um, delegating those duties on those people. And especially, you know, holding the executive accountable and tasking executive and making sure the executive has resources to be able to do this, to try to figure out what measurements should we take? Teo, evaluate our programs. What what’s important? What do we have the capacity to do now? And what? What do we aspire to do? What are outside stakeholders wanting? What are the foundations saying we must have? And what are the donor’s expecting from us and how to our competitors provide that type of information back? I think we just need to push. Our executives were lucky enough to have them to figure some of those things out. And none of this has done overnight. Of course, tony. But you know, you you’ve gotto work at this, and sometimes you’re going to move. Forward, and sometimes you gotta move backwards, but you’ve got to keep pushing, pushing ahead. You just asked five or six really difficult but critical questions out it’s a good thing, that’s, the podcast cause. Now people can listen. Go, go back to the past one minute and listen to those five or six questions of jean, just just named, you know, difficulty, but, but but critical. And and yet the board’s oversight responsibility remains when that can’t be delegated. That’s right? So, you know, the board, khun delegate management, but the board can’t delegate its ultimate oversight of the organization and it’s, you know, it’s responsibility to plan the direction of the organization. So status quo, if you know if that’s all you’re satisfied with and you don’t aim to do anything else with that, you know, that may not be that may indicate that you don’t have the best board in place, and i was a little shocked teo learned, i think two days ago guidestar held a web cast, and there was a survey done of executive directors, and seventy five percent said they were unhappy with their boards and there’s a big disconnect there seventy five percent. Prove it. Okay, what else? What else, uh, is part of the boards oversight of program? Gene? Well, you know, one thing i kind of want to emphasize as well is that i don’t want to put all of this on the board of directors, and i realized that the vast majority of board members are volunteers and have busy lives otherwise and are doing an amazing job trying to contribute to their organizations. The disconnect with the exec director is usually because of communications and a lack of understanding of their respective roles. So i just want to put a little bit of a burden on the executive director as well, to make sure that they are emphasizing board development and helping the board understand its responsibilities, and sometimes bringing in experts, even though they may cost a little at the outset could be really valuable to an organisation to try to figure out what these roles are and again put in a little investment up front, and you can get payoff down the road even if you have some failures along the way. But it’s just that continuing to push forward to trying to understand what you’re doing who’s responsible for what? On figuring that stuff out the metrics themselves again. Our khun b, you know, exceedingly difficult if if i asked you give us metrics on changing laws when we were fighting for civil rights. Um, well, that might take years or decades to get any measurable results per se that might make a thunder happy. And you know what would have happened? In the early sixties, if, you know, civil rights organizations just had their program shut down because boards didn’t get the right metrics, that would have been ridiculous, right? So we have to understand the limitation of these measurements as well, but continue to try to figure out what important steps or benchmarks we’re shooting for and what’s important to do, even if we don’t get the metrics on and make sure our funders and donors and stakeholders understand those limitations. Well, just a minute or so before before a break gene, what? What kind of expert would help us with this? What would we search for? Well, there there are some consultants out there who specialize in program evaluation, and there there are definitely resource is out there. I have named a few organizations already, but let me give you a few more the foundation centre and they’re grantspace website has got some excellent resource is on program evaluation, the national council of non-profits also has some excellent resources. They’re they’re definitely resource is out there, and if you look for non-profit consultants who got program evaluation expertise, i think that can be a starting place. This is also a ripe area for collaboration amongst organizations that are serving similar populations, or have similar missions to try to meet together and talked about how they’re measuring, you know, their program, results and what would work for maybe, you know, across the sub sector that that they’re serving, all of those things are really important. I think again, executive leadership is really important to get the board in motion, but the board also has to hold the executive responsible for making sure that happens as well. Let’s, take a break. Gene and i, of course, will keep talking about the board’s responsibility around program and the executive director’s, to lynette singleton and at lays, right. Thank you for thank you very much. For those very, very kind thoughts on twitter. Hang in there. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth godin. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked, and levine from new york universities heimans center on philantech tony tweets to, he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook. Well, you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guest directly. To sign up, visit the facebook page for tony martignetti dot com. Hi, i’m kate piela, executive director of dance, new amsterdam. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. More live listener love junction china ni hao, the netherlands gary indiana the home of christmas story, right? I’m pretty sure a christmas story that movie took place in gary, indiana live listen, i’d love to gary, indiana, and we’ve got a couple checking in from japan, hiroshima and kobe konnichi wa, farmington, michigan live listener love out to you. We have a question from twitter jean very loyal listener lynette singleton asks, do we know why there’s this lack of love between executive directors with and their boards, any ideas what’s contributing to that? I think i’m sorry, tony, that i think there are a number of factors that make be contributing to that, but i think the first is lack of understanding of the rules at each place and then it’s it’s a matter of communication between the two parties, there are great expectations that that board’s place on executives and the reliance on the executives tio tio make do with limited resources to produce amazing results, and that can sometimes be a very heavy burden on the executive without a lot of support from the board and exactly what the board’s role is in supporting the executive. Director’s also, i think they’re many areas where there’s a lack of agreement or understanding between those roles and, you know, fund-raising is actually one of the areas of x. Actually, some controversy, i think, you know, is the board involved is the board’s role dahna to raise funds for the organisation. From a legal perspective, i might answer no to some extent, from a more operational perspective, i would say, of course it is, so they’re they’re different considerations, and that was a charity navigator study, right? I’m not sure. I thought you said i’d start with, i’m sorry, the organization that did the webinar. Okay, okay, god start. Pardon me. Ok wave talking, talking about program meeting the mission, but there’s also legal requirements around program as well. Sure, and then the board should make sure that the executive is ensuring that the program is in compliance with whatever applicable laws might be there, whether it have to do with the facility of the organization or the employees and volunteers working for it, their basic risk management steps that they may want to take a swell, including ensuring that there’s proper insurance for whatever activities are are involved. Obviously, if you’re doing a summer day camp involving rope climbing and like that that’s going to be a little bit more significant in terms of risk management than if you’re just doing administrative work, lots of legal compliance, things, licensing, permitting and in all of those things, well, can board members be personally liable if laws are being broken and that’s why we have directors and officers insurance, isn’t it? Yeah, part partly why we have that it’s usually, you know, if there’s some sort of negligence involved when the boardmember acting not as a boardmember but as a volunteer for a program, then you’re probably looking at commercial general liability. Insurance to protect against, you know, somebody slip and fall and blaming the volunteer who was supposed to set it up, the board members, directors and officers insurance will really protect against decisions that the board made that ultimately, you know, in hindsight, we’re negligent or grossly negligent, and, you know, if they decided to hold a program in involved involving bungee jumping with six year olds and without adequate supervision, that would you know, that would be the type of negligence that that could get boardmember personally liable for something like that. But volunteermatch boardmember czar really, really, really rarely hell, personally liable absent some sort of malfeasance or self dealing benefit themselves. Okay, i’ve seen some six year olds on the subway that i wouldn’t mind having participating at that bungee jumping off a cliff. I could i could give them a little shove to get them started, but not not kids. I know nobody related to me, only only what’s people have seen some hype it that it go well, now they’re real. I’ve seen him in the subway, i just don’t know who they are. I can’t name them, but i could point them out easily. Probably on my way home, i’ll encounter a few. Um, what else should we be thinking about? You know, your get before i asked before we do that, you’re an anarchist. Also, you’re making us. I got two troublemakers on the show today. You are making us ask questions that are very difficult, but but critical? Yeah, you know, e think of lawyers and consultants more broadly. That’s what what we do, we can’t implement the changes that we talked about, what we want to raise the questions because we want boards and executives to really be thinking about these things and discussing them, and that’ll help break down the barriers and the misunderstandings and hopefully make more executive directors feel that their boards air great, make more executive, make more boards feel that their executive directors are doing a great job as well. As i said, i feel your passion around this. We have just about two minutes. You have another thought around this? Yeah, you know, just tio, make sure that again and i’ve talked a little bit about this is that there are limitations to what metrics can provide to an organization and some things just take a really long time to figure out research i mentioned lobbying on civil rights issues is one example, but research as well, you know, for going to engage in research of a new program and how it’s going to work or developing a new medical device or drug that’s going to be beneficial to developing nations and the people there who might not have the resources to be able to afford these things. We’ve got to be a little bit experimental, and i know you know, there’s been preaching to the choir about embracing failure and sharing it so we can learn in advance, but that really is something that all echo as well, that, you know, we’re going to get metrics and sometimes the metrics they’re going to show we failed, but if we never fail, that means we’ve never really pushed the envelope of making a more substantial change, and we’re just sort of, you know, relying on making little incremental changes, and we have to think about our organizations and say, are we detective organization that just wants to stay status quo? Do we want to make little tiny, incremental changes year by year, or do we? Actually want to look at solving or advancing our mission in a really big way and actually take some risk and find some programs out there that might be more risky and that might fail and help educate our funders and our donors and our supporters of that, you know, this is what we’re doing, and not everything is going to work, but this is the way to advance, you know, our cause, a lawyer with a heart, jing jing takagi really so grateful that you’re you’re contributing to the show? Jean, thank you so much. Thank you, johnny. And thanks for basing this serious subject to make a that’s. All right, wait. I have a little fun with it. You’re an anarchist is no question you’ll find jean at non-profit law blogged dot com that’s the block that he had it and he’s at g tack on twitter. Thank you again, jean, thanks so much next week, smart interviewing with cheryl nufer talking about behavioral interviewing and job descriptions. Heather carpenter is co author of the book the talent development platform. If you missed any part of today’s show, find it on tony martignetti dot com. Thanks for being with me today and i assure you the singing will return make no mistake pursuant full service fund-raising you’ll raise submarines more money i’m not talking about those one little person diving bells that xy ologists go down into study. I’m talking about ohio class ballistic missile submarines with one hundred fifty five person cruise plus twenty four ballistic missile tubes filled with money pursuing dot com i gotta send out live listen, love affiliate affections and podcast pleasantries were a couple of weeks ahead, but you know the live listener love goes out to everybody who is, in fact listening live whatever country, whatever state, whatever city live listener love to you affiliate affections to our many am and fm station listeners throughout the country and the podcast pleasantries too are over ten thousand podcast listeners in that time shift listening whenever you darn well please damn well, please, whenever you damn well pleased. I can say that our creative producers, claire meyerhoff, hard to believe we have one sometimes, but she’s there sam lever, which is our line producer. The show’s social media is by susan chavez susan chavez dot com on our music is by scott stein. Lorts and with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything people don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist. It took two or three years for foundation staff to sort of dane toe. Add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money on it situation and invested and expected to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

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The second set of Nonprofit Radio video interviews from #15NTC, the Nonprofit Technology Conference, hosted by NTEN, the Nonprofit Technology Network. Including distance collaboration, the cloud, Beth Kanter and Ritu Sharma.

Nonprofit Radio for September 11, 2015: The 9/11 Giving Effect

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David Campbell & Cristine Cronin: The 9/11 Giving Effect

David Campbell is associate professor of public administration and department chair at Binghamton University. He has first-hand 9/11 experience from his work as vice president at Community Service Society (NYC) on September 11, 2001.

We talk about his opinion piece from 2011 in The Chronicle of Philanthropy, “The Lessons of 9/11 Philanthropy.”

Then Cristine Cronin, president of NYCharities.org is with me to discuss the first online giving responses to the attacks; what’s changed as a result; lessons learned about responsiveness and collaboration; and the future of the “Donate Now” button.

Both interviews are from Nonprofit Radio on September 9, 2011.

 


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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 september eleventh that’s always a touchy day for me, which makes it me especially glad that you’re with me, i’d bear the pain of otitis media if i had to hear that you missed today’s show the nine eleven giving effect. Christine cronin, president of n y charities dot org’s is with me to discuss the first online giving responses to the attacks what’s changed as a result, lessons learned about responsiveness and collaboration and the future of the donate now button. And david campbell, associate professor of public administration and department chair at binghamton university, he has first hand experience from his work as vice president at community service society and why, see, on september eleven, two thousand one, we talked about his opinion piece from two thousand eleven in the chronicle of philanthropy. The lessons of nine eleven philanthropy those two interviews air from non-profit radio on september ninth, two thousand eleven. Then christine cronin joins me live to share her reaction to what she said four years ago, and consider whether nine eleven still impacts giving on tony’s take two. Where were you on september eleventh? We’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuing dot com let’s get started with the nine eleven giving effect here’s christine cronin with me in the studio now is christine cronin. She led the creation and launch of charity wave dot com, which was one of the internet’s first e-giving sites started in nineteen ninety nine and as a result, she was on the front line of e-giving on september eleventh, two thousand one, she has worked in washington d c including as national president of women’s equity action league, which led the successful passage of title nine originating sports equity for women. Christine is now president of n y charities dot or ge. And i’m very glad that her work from september eleventh and today brings it to the studio. Christine conan, welcome. Hi, tony. How are you, it’s? A pleasure to have you. What was the state of e-giving in two thousand won? Well, right from the start, which i got involved in nineteen, ninety nine people were very cautious about using their credit cards online and so the ones who were who had even been there yet were what i would call the early adapters. So people who are always the first to do everything and and i also noticed that a lot of credit cards were being used because of awards and points. And so people love switching from check writing to credit card use for philanthropy because it allowed them to collect more points that charitable pursuits the thousand dollar gift gets me a thousand miles. So that was actually a help to getting app getting use of cards online. Absolutely. And i still see that today with our clients, people who want to do gif ts in the five and six figures by credit card for all those valuable points you were at charity wave tell us about charity wave. This was on september eleventh, two thousand one tells about charity wave. Well, justice charitable giving is often a small project within any company. Charity wave was built at the instigation of the chairman of a computer encryption firm called wave systems and the chairman who his name, peter sprague and he’s, the former chairman of national semiconductor. For thirty years, i wanted to use his fledgling e commerce infrastructure for charitable giving, but nobody in his company, which was scientists computer geeks, you know, really understood what he was talking about. And so he was helicopter skiing with a mutual friend one day, and he said, i want to use my e commerce infrastructure, charitable giving nobody understands what i want to do, and my mutual friends said, i think i know someone who would understand and of course, a lot of my background was non-profit so they called me from the mountain, and they said, would you meet? And i said yes and that’s how it all began, okay? And then, well, let me remind listeners that we’re live tweeting and the hashtag to follow is non-profit radio hashtag non-profit radio and just to sort of set the scene for moving us to september eleventh, i was monitoring a chat small non-profit chat, which is hashtag sm and pee chat, and i was not just monitoring, but i was on that this morning run by pamela grow and you can follow pamela on twitter, using that name at pamela grow and one of the quotes that i was really poignant to. Me was from someone who said he was in the tenth grade. And on september eleventh, casey deal away. He’s at k c, j, d and he said, you know, a tenth grade, just trying to figure out what it all meant september eleventh what? What was the charity wave response was immediate? You were up that afternoon, right? Tell us that. I know, and it actually wasn’t me who was the original instigator. We were a cz much in shock as everybody else in new york city, and we actually were at fifty seventh and sixth avenue, and i look down, you could see everybody walking because public transportation had stopped and everybody was silent and we were glued in front of a television, and suddenly a young staff person turned to me, and he said we should set up an emergency relief site, and i just stared at him for several seconds because never in my wildest imagination had i thought i would ever set up an emergency relief site for new york city, and we were already working very closely with united way international. So we were handling charitable giving two disasters all over the world for united way international. And yet this was still just such a stunning concept to me. But then i realized he was right, and i called our engineers, who were based in massachusetts and where our servers were, which were completely safe, and everybody just jumped on the idea, and we had a sight up that afternoon with united way international. So you pulled yourselves away from what everybody else was watching toe actually dig into work, right? It was up that afternoon, you know? And what was the what was the first response i know in the first few days or a week? Well, it was interesting that evening, i was still at the office, and i just wrote an email and i said at this time of, you know, profound tragedy, you know, i just want you to know that we’ve set up an emergency relief site for washington, new york and pennsylvania, and one hundred percent of your gifts will go two victims of these tragedies and what really surprised me because i think many of us did not know that the phones were down and we were so swept up in watching television and in the in the moment that we didn’t realize the phones were ringing and people all over the world because i wrote to everyone in my address book, people all over the world wrote back, and their first words were, thank god you’re alive because no one could reach any of us, and we didn’t even know that i mean, it had just went past us, but then immediately the gifts started coming in, people were desperate to do something, and the gifts came in from all over the world all over the world, and we are going to talk a little about the international response you got. But so even that afternoon and that evening, gifts were coming in. Yes, you have to take a break with christine cronin. We’re talking about the nine eleven effect she’s, the president of my charity’s dot or ge take a break and stay with us. You’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website. Philanthropy. Dot com fund-raising fundamentals the better way. Welcome back to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent, you can join us on twitter the the hashtag to follow is non-profit radio if you’d like tio call and talk to christine kronen were at eight seven seven for eight o for one two oh eight, seven, seven, four ito for one two oh, from the small non-profit chat that i joined earlier this afternoon earlier this morning, this came from amy cept. She said, my stomach still drops thinking of nine eleven. Amy cept is at nim beust. And i am b y christine cronan is with me and she’s, the president of n y charities dot organ had direct firsthand experience on september eleventh. Christine, um, we talked just briefly, but what? I want to get into this a little about the international response that you got from from charity wave what was happening? It was amazing because we were affiliated by the next day with the new york times nine eleven fund and united way international. I mean, we were seen as a very serious player in the e philanthropy space. And so people wrote to us from all over. The world and we were in the new york times every single day as part of their giving campaign, because i just want to clear united way as well as new york times media’s giving right was need e-giving cases was where the charities you had started with, right? Right? Well, i called jack rosenthal, the president of the new york times company foundation, who we were already working with on neediest cases, and he said, you know, give me a few hours, and so by the next day, the new york times nine eleven fund had been initiated, and so we we went with those two major charities, so as a result, we were getting emails from people all over the world and and very, very touching emails. I mean, even today when i read them and i re read them, i realized how important it is for people to be able to reach out and express their feelings during a disaster and people all over europe and japan and other parts of the world, we’re writing to say something about their feelings about new york and in the depth of how they felt strongly about new york city. Whether they had been there or there, they had grown up there and that they wanted to do something and so many people throughout ideas like we can create these t shirts and we’ll sell them here and then we’ll send the money and every email it seemed at the time ended with what do you think? And i and i felt absolutely compelled to stay every single night, you know, until eleven and midnight responding to all of those. What do you think? Even though i didn’t necessarily know the answers, people were looking for an outlet, a place to do something and you charity wave and other outlets that eventually a rose. I gave them that opportunity. A little boy wrote from switzerland, and he said, i want to do something, but don’t ask me to raise any money, tell me what i can do. I mean, it was just some of them were just heartbreaking, so it was so it was very time consuming, but i did it on. And how about financially? Just in terms of the response to the site that way? Yes. Now remember, people were still hesitant about credit cards online at the point in time, but there’s something about a disaster which helps people, you know, jump over the fence and start using them and to quit writing checks. And so there was quite a surge in online giving, i think you know, overall within about six months, thes site raised just under two million dollars, which at that time was a lot for online giving for those who will be listening to the show on the archive. Trending right now on twitter is the hashtag biggest lesson learned from nine eleven so if if you’re listening live, you can look at that hashtag but for those who are in the archive you khun listening to the archive you khun, listen, look back to the hashtag biggest lesson learned from nine eleven and so let’s christine let’s turn to some of the lessons first, how how do you see online giving compared to other other methods of giving? Well, i was very used as everybody was in the non-profit space to direct mail and the average gift through direct mail for years had been around thirty five dollars, when i began working at wave systems than charity wave in nineteen ninety nine. One of the first things i noticed was the size of the gifts, and i thought to myself, wired there’s so many hundred dollars gifts, you know, it didn’t make sense to me, and i finally began to realise, as did others who were involved in philanthropy around the world, that people will give more with their credit cards than they will win the writing checks, and i sort of explained it to myself if i’m in macy’s and i only have a check in some cash, i’m going to spend less then if i’m in macy’s and have a few credit cards on me and so that’s sort of how i explained it, okay, but then the challenge, of course, becomes acquiring the donors online versus doing more traditional direct mail. Any advice around around that? Well, often they find you. I mean, i’ve actually found it easier to be online and to be in search engines, and two people find us more than we’re not spending at all this much time looking for donors, as we did before and let’s explain what is and why charities dot or ge? Well, after the internet bust, the wave systems had to shut down various parts of the company, and we were we were never something they made money on, in fact, you know, they were funding their funding it and and they were absorbing credit card fees, so we were oh, so truly one hundred percent of the gifts in the credit card processing fees went directly to the charities that that wave charities was they never anticipated nine eleven when they set up that procedure, and so we were, you know, immediately targeted as something they had to shut down. And so the chairman, at that point peter’s break said to me, well, what do you want to do next? You know, i’d be happy to help you, and i said, we know so much i said we should do this as a non-profit and he looked at me, he wasn’t sure you were okay, he was going to be part of that, and i said, oh, you’re going to be chairman started recruiting your board instantly in the first conversation, brilliant, and i said, but i would like, i don’t want our efforts to be so dispersed. I mean, we were really national and any charity in the country could have started using us his charity way, but it was very difficult to do. Unlimited resource is and so i said, let’s, just target a space and do it really well. And after nine eleven, you know, it was so obvious to me that i wanted to target new york because of the emotionalism of that entire time period. Okay, so and why charities dot organism is a portal that leads people to e-giving and also information and even volunteering right for new york chadband tax returns on every charity in new york state. And i figured there were about twenty five thousand, but there were really closer to sixty. And now there’s closer to over one hundred hundred thousand, right? So a little less than ten percent of all the charities in the country with all the public five o one c three charities, which is, like one point three million. Roughly one point, four are in new york state are their sites like and white charities dot or ge in other states? Well, just about everything has been tried. And there was certainly one called touch dc, which has now been sort of absorbed into network. For good, and then there was one out of louisiana, which was started by the louisiana givers, but it didn’t last. It was sort of what the internet boom was all about, just hundreds and hundreds of efforts to try to make something go. But i would say probably eighty to ninety percent of these things died because there weren’t the resource is to keep it going. And later on, we’re going to be joined by professor david campbell from binghamton university, who has an op ed piece in this week’s chronicle of philanthropy about lessons from nine eleven and the three of us will be talking a little about some of the charities that were created right around nine eleven and how few of those have actually exactly of those have actually survived? So let’s let’s move a little to the future of of online giving. What? What do you see as important? Or maybe some things that charities generally are not doing online, that they should or trends? Well, everybody pretty much knows they’ve gotta have a vibrant website, and they’ve got tio got to make sure the meditate eggs air, working with the search engine, but the problem really is is that often the staff at small non-profits aren’t trained in these areas and as you know, like ninety percent of the non-profits air subsisting on five hundred thousand dollars or less that’s why we’re big non-profit just for the other ninety five percent exactly, and so, but but the internet really has made many, many things easier, and i intentionally hyre young people because they know so much more about technology. Well, and even that idea on september eleventh, you said, came from a young staff person person absolutely so hyre the young certainly we’ve had lots of shows devoted to social media presence for non-profits how important that is and how even just get started. So listeners, you can look back to the archive for how to get started in social media, even if you’re a small shop and why charities dot org’s, there are facebook presence. Oh, yes, but that is his vibrant as it should be. So we we do run unlimited resource is and and we’ve had over fifty million dollars go through when, you know, we started on a shoestring in late two thousand four and so that’s a lot of work it so it’s a lot of effort on the part of staff to make sure everything goes well. Yes, and every charity, nearly every charity starts on a shoestring. There may be the the well endowed family that supports a charity in the outset because a family member because of a family member’s passion but that’s the unusual case nearly everybody starts out with a very small budget, very small board and a lot of passion. And how do you turn that into move that toward, you know, more of a business model, and there are ways for small non-profits do that as you’re you’re describing, but it also, you know, sort of explains, as you said, so many of them then go out of business because they are all start with passion, and if they’re lucky, they start with money. But, you know, you can’t it’s this it’s a heavily regulated area, and so there is a lot to do to keep a non-profit going and there’s a lot of paperwork that needs to be filled out by people who didn’t realize that that’s what they were getting into that’s, right? We had a show, just a couple. Weeks ago with jean takagi and emily chan are regular legal legal contributors talking about alternatives to starting a non-profit and some of them one of the ones that they like to quote the first when they’re talking to someone who wants to start non-profit is collaborating with an existing organisation, and we’re gonna talk about that with professor campbell when he joins us, we have just about a minute before the break, what do you see is the future in online giving? Well, it’s very exciting because i mean, the young people coming up, i feel like they almost have ah, charitable jean, you know, that we didn’t necessarily have, you know, and they i really can’t even envision a life without charity being a portion of it. Plus they been handling and dealing with technology since they were, you know, two and three and four, and so they have a level of comfort with technology that many of us never had. And so i think we’re going to be seen so many exciting effort’s online and on the internet as a result of this generation coming and rushed on dh younger than generation y with christine cronin she’s the president of n y charities dot or ge? She has first hand experience from september eleventh in online giving. We’re going to take a break right now after the break, we’ll be tony’s take two and then i’ll be joined by professor david campbell. We’ll be talking about his op ed piece in this week’s chronicle of philanthropy, which is based on lessons learned from his firsthand experience in september eleventh giving so i hope you’ll stay with us all that coming up first, pursuing you need more money pursuant helps you raise more money. They’re perfect for small and midsize shops because they have online tools and that means you pick what you need. You don’t have to be all in for some big program package that’s more than what your organization really requires prospector platform. I’ve talked about this before finds your upgrade ready donors who are lurking in your database, you know they’re in there, but which ones are they find them and engage with them through prospector platform. Pursuant dot com, you’ll raise more money. Where were you on september eleventh? I was on the campus of st john’s university in queens, new york, that school is up on a hill, and i was able to see the world trade center in lower manhattan, and i remember switching between watching close ups on tv and looking out my own view out my window at my office window, the office next to me had a tv in it, and i remember going back and forth between the tv and the window like the tv didn’t seem riel because it was removing me from something so close just a few miles away, but obviously looking out the window made it ah made it quite riel and there’s, no mistaking or forgetting about what you see with your own two eyes and asked on facebook and twitter where people were patrice morgan, she was home in greenwich, connecticut, watching on tv and knowing that her husband, rick, was on a train to grand central terminal in new york city no smartphones than two thousand won, so she knew that he didn’t know what was going on our own. Claire meyerhoff was in her radio days. She was anchoring the news for yusa today channel on x m radio and from their washington dc from their washington, d c studio teo, she was doing breaking news for them on on that day, michael graciano he was walking into seven world trade center and remembers seeing the first crash and debris falling around like rain. He says september eleventh. Like i said, always a little touchy for may. Still, fourteen years later, that’s tony’s take two for friday, eleventh of september thirty sixth show of the year, affiliate affections affections out to all the listeners and our many affiliate stations throughout the country. Affections? I mean, i’d love to say affiliate love, but i don’t get the liberation there, so you know it’s love, but we call it affiliate affections. Likewise, i’d like to say podcast love to all the podcast listeners, but, uh, it’s, this doesn’t work for me, so sending pleasantries toe all our podcast listeners over ten thousand of you, you know, it’s really love but podcast pleasantries and live listener love where’s that going let’s, start let’s start here in the u, s st louis, missouri, new bern, north carolina and do cane, pennsylvania live listener love to those listeners in those cities and going abroad. Xiao yang, china, ni hao seoul, south korea always checking in seoul. So grateful to you, i know i saved all time, but that’s, because because i am so grateful. Anya haserot and tokyo, japan konnichiwa also joining us tashkent, uzbekistan welcome, uzbekistan, lovett live with their love to you let’s continue with the nine eleven e-giving effect. David campbell joins the conversation i’m joined. Now i’m going to bring in professor david campbell. He is a professor at binghamton university and chair of the public administration department there. On september eleventh, two thousand one, he was vice president for programs at the community service society in new york city, and they were affiliated with the new york times need his cases, which christine cronin was just talking about will bring all that together. We’re talking about david campbell’s op ed piece in the chronicle of philanthropy this week titled the lessons of nine eleven philanthropy a decade later, i’m very pleased to welcome to the show from binghamton, new york. David campbell. Thank you, tony david, i well, i know you’re actually not in becomes and right now you’re unethical, but has binghamton doing there’s? A lot of flooding there and evacuations. Twenty thousand people have been evacuated in in binghamton, still a state of emergency, the building where i work has been flooded, at least the basement and and the first floor things are pretty grim, so i guess i would ask your listeners, too. Check out the local charities in broome county, united way of broome county and others that are looking at ways to provide assistance to the many people in the southern tier who’ve been affected by the flood. David on september eleventh you were vice president at community service society. Why don’t you explain what that organization did? Community service society is on old line social welfare organization that has always focused on the needs of low income new yorkers, and after nine eleven, we were sort of faced with the challenge. How does the organization adapt to this very riel and new set of circumstances facing new yorkers? And and a lot of my offense piece dealt with how we responded and how other established organizations responded to nine eleven as well. If you wanna link teo david campbell’s op ed piece, go to my blog’s m p g a d v dot com and in the post for today’s show there’s a link teo read david’s op ed piece we’re live tweeting the hashtag is non-profit radio were also on the phone, so if you want to call eight, seven, seven four aito for one two oh, for those who may still use the phone and maybe you’re not on twitter, david, you point out. Well, actually, before we go there, community service society was related to the neediest cases in new york, the new york times charity, right? Yes, for the new york times neediest fund, a seven or eight established non-profit organizations, the community service society is one. And after nine eleven, the new york times created a special new york times nine eleven media’s fund and, uh, supported those same seven or eight organisations and one or two more that were so specifically focused on disaster relief. So christine cronin, were you aware of community service society? Very much so we had a we had a donation screen and dropped down with every one of the seven agencies listed. So we were very involved. And david. Then on september eleventh, you well, from september eleventh, you’ve just to point out some some lessons for existing charities. And one of them is that that they’d be willing to step outside their traditional role. Can you can you say a little about that? Yes, i mean, this was the thing that troubled me the most. The story i tell in the op ed is having come back to new york on september thirteenth and talking to david jones, the ceo at community service, a sizing. Well, what should we do? And i thought disaster relief that’s not what community service society does and david’s comment to me was any organization to be relevant has to be responsive to this new big need facing new york city, and we had to figure out and he was right. We really had to figure out how do we adapt the capacities and skills we have as an organization to be responsive to these new needs? Faith thing, new york city residents, and we did it. It wasn’t as big a stretches, i thought, and i think one of the lessons is that organizations can adapt to new circumstances and make a big difference that way. And how quickly would you say you? You adapted and we’re ready to go? Well, we had always provided emergency assistance to families facing housing challenges so we were able almost immediately, to say we’re going to move away from finding providing exclusively eviction assistance to providing emergency financial assistance. We could do that within days, subsequent to that, we had to really learn what is this? What are the new needs that other new yorkers air facing? And how can we change our services, for example, providing information toe local non-profits about new disaster relief benefit? We did that kind of education that took us two, two, three, four weeks, but it was really sort of based on how the, how the system of disaster relief was evolving. So we had to evolve with other new york city charities who were trying to figure out what to do at the same time. The learning and adapting and christine, that was your lesson you you learned and adapted immediately when you’re young staffers suggested that you need to do something that right. Assume it’s a disaster happens it’s no longer business as usual, and you’re sort of like playing it day by day, hour by hour, and suddenly you may be in a room with twelve other charities who you sort of have friendly rivalries with because you’re all pursuing the same pots of gold at various foundations. But all of those rivalries have to end during a disaster, and it becomes simply what can we do? What we do is a group. How can we work together? How can we supplement each other’s efforts? And, you know, it’s not always the easiest thing to do, but you have no choice during a disaster. And david campbell, your your op ed points out in a quote, i think from the your ceo that ah, charity risks irrelevance if it doesn’t react too two to the disaster, in fact, that’s what that was the reality for new yorkers on september twelfth was that we had been attacked and three thousand new yorkers had been killed and many were displaced and struggling. And it was the only way to be relevant was to be responsive. In some ways, that was sort of what the community needed. And and that lesson took me a couple of days to figure out. But as christine point that we had to adapt because that’s what new york needed at that point and i want to bring in something that comes from the small non-profit chat that i was privileged to be with this morning before the show quote is from from shannon do little her her, she said that you must connect services to the tragedy in the aftermath of fund-raising and i think that’s pointing out sort of the same thing. You otherwise you risk irrelevance not only that you have to act, but that your services have to be related to the tragedy at hand. That’s chan and do a little and her twitter ideas at sl do little so christine, you just we’re talking about collaboration and david, you have a terrific story about collaboration around the windows of hope organization in september eleventh. Can you can you tell that story? Yes. So the windows of hope family relief fund is a a new organization that was created by a chef who who wanted to provide some assistance to the families of hospitality industry workers who died on nine eleven. And in that case, it was the families of workers that windows on the world than anyone else who worked in the hospitality industry who was killed, and this group of chefs and other hospitality industry professionals got together. And the month after nine eleven, some of you may remember a special event called dine out on october eleventh, two thousand one, and from that event and others raised six million dollars and subsequent another eleven million dollars within the year. And in october two thousand won the leaders of windows of hope came to community service society and said, we’ve raised this money. We want to help out this group of of the families of hospitality industry professionals who were killed. But where, chef, not social workers, we really need to figure out how to get the expertise to provide assistance quickly and effectively to the families who are affected. Can you help us? And so we, uh we agreed to collaborate with them because we had the expertise and how to how to provide this assistant. And we had knowledge as a social service organisation about how to distribute it effectively. So we leverage they leverage their expertise and their connections with people in the hospitality industry to raise money and focus on the concerns of the specific population, and we were able to provide the technical expertise to distribute. That money, so it was possible to help those families of hospitality industry workers who were killed. I just think that’s a great story about collaboration we have just about a minute before break. Christine, you have a comment on the story? Yes, i saw very much through jack rosenthal’s work, who is president of the new york times company foundation. He really focused in on the immigrant populations and and the people who are really out of the loop of social services, and he gave a lot of thought and and brought his resource is together to get to the people who would never be part of the normal social service structure and that’s that’s difficult to do because they often these people don’t want to be found, but they were desperately in need, you know, they’ve lost their their breadwinner. We’re talking about the nine eleven effect on tony martignetti non-profit radio we’re going to take a break and when we return, of course, so staying with me will be christine cronin, president of charities dot or ge, and david campbell who’s op ed pieces in this week’s chronicle of philanthropy about lessons from nine eleven stay with us like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they only levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests are there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. I’m christine cronin, president of n y charities dot orc. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Welcome back. We’re talking about the nine eleven effect with christine cronin and professor david campbell. There are some lessons, david in your piece about small non-profits and how nimble they could be, and i think that windows of hope story is an outstanding one. That was it was a startup organization before we go a little further with that, christine cronin has some ideas about how big existing non-profits khun struggle in the midst of a disaster. Yes, often you find yourself in a pr disaster, even though it was so unintentional and you were really trying to do the right thing. And, for example, one of the major charities of the red cross explained that they often kept part of the money for future disasters, and they always had but that became a point of severe contention and ah, lot of bad press, and it haunted them for quite a while and then the including in congress? Yes, because red crosses congressional charter very, but as well as outside congress and then the salvation army, because so much money was coming in offered to pay basic expenses of people across the country, i mean across the state and city, they were flooded with people sending their bills in, and they couldn’t handle it. And then they found they had a pr disaster on their hands. And so, you know, you try to do the right thing, but often you find yourself in trouble later and david, the lesson you point out eyes that those big existing charities shouldn’t fear the small startups that emerge for disaster relief. Well, there’s always the fear, and you hear so much talk these days about we have too many non-profit organizations in a time of recession, we need to merge. And the takeaway i i took from nine eleven is that the windows of hope family relief fund, as christine was describing earlier, was able to meet the needs of a population that would otherwise be ignored, that those small organizations, really or the startup organizations can can fill a niche or metoo need that others are not meeting. And those immigrant workers those huh? Those families of hospitality industry people who were killed on nine eleven may not have been able to or willing to go to salvation army. They may not have been been nervous because of their, uh, their immigration status or or lack of familiarity with those traditional organizations, they go to a place they trusted, and that in that situation they went to the windows of hope family relief fund because they knew the chefs they knew the restaurant owners who started the fund and they trusted and felt confident with them. Community service society, founded in eighteen forty three, couldn’t offer that same assurance hard lesson for me to learn, but a really important one for leaders and nonprofit organizations to take away. You did some research on the two hundred fifty eight charities that sprung up as a result of september eleventh, and and they were able to spring up because the irs offered on expedited tax exemption approval, but very few of them exist now want to share your research, please? So i i found that there were two hundred fifty eight organizations, as you mentioned, that received expedited tax exempt status from the irs, and of those organizations on lee, thirty eight of them have have filed irs nine, ninety information returns in the past two years, which means more than likely that only those thirty eight continue to exist. I don’t necessarily. Think that that’s a bad thing. What it tells me is that many of those organizations may that have not filed nine nineties have gone out of business may have actually accomplished the goals they would have to accomplish, which was to provide immediate disaster assistance, most of the organization that continue to exist or those that have the strongest connection to nine eleven organisations of victims, families, organizations like windows of hope that our most connected and having most connected to nine eleven and haven’t enduring nine eleven related mission, too, to accomplish her to provide and so a lot of of new organizations with a short term mission but went out of business as soon as that mission was accomplished. I learned from the small non-profit chat earlier today that vermont public radio has created an audio memory quilt, and i thought that was by posted by at brendan kinney, and i just thought that that was an excellent example of tying e-giving today to the disaster and so not not wanted by certainly not trivializing but wanting to remember and tying the today’s giving to disaster ten years ago. And so there’s an example of organization that’s still around and doing that important nine eleven remembrance work. So david two hundred fifty eight seem like a small number two you that arose in direct response to september eleventh. I actually seemed like a relatively large number to me, but because and they raid six hundred seventy nine million dollars, perhaps the number of organizations is less important than the amount of money that they raised those two hundred fifty eight organization through six hundred seventy nine million dollars by the end of two thousand two. Although it was really dominated by a particular types of organizations. People who had really the closest relationship. Two, nine, eleven people from local communities affected by nine eleven people affiliate with firehouses, people in in a trade associations and other organizations of workers that i could identify with people who were affected. I guess my quick take away is that what i saw in these organizations as people who had son? Something about nine eleven resonated with them, and they felt the need to respond. And you see, in those two hundred fifty eight, that sort of connection and identity. Christine, what do you think? Two hundred fifty eight it makes sense to me because americans are just so charitably oriented. And if they are great, if their if they feel emotionally connected to something, it makes sense to them to start a charity. They often get into it, not realizing how much is involved. But it’s not surprising to me at all, because i just see this every day. Yeah, david going, i would have one other thing about this. Remember that starting a new organization is in contrast to giving to an existing one. And so i suppose you can evaluate that two hundred fifty eight as a number on ly, in contrast to all the other existing organizations that people gave teo. And if you think of it in those terms, perhaps the two hundred and and all the opportunities people had to give to existing organizations, the two fifty eight probably looked pretty big. Okay, fair enough. And certainly that staggering number six hundred seventy nine million by the end of two thousand two is quite large. Yeah, so? So, david there’s. Some terrific lessons. I think in your in your piece on again. There’s a link to david’s op ed piece in the chronicle of philanthropy. On my blogged mpg devi dot com about existing non-profits not fearing and, in fact needing to collaborate with new non-profits and and us not discouraging new non-profits anything more you want to say about the lessons learnt because that’s, the that’s, the crux of your piece what i took away from the folks at windows of hope was i told you that they were committed to helping this population that they felt with otherwise be ignored, largely immigrant families, hospitality industry workers they raised this remarkable amount of money six million in a month, seventeen million by the end of two thousand two. What really impressed me, however, today and they felt riel responsibility for that population. What really impressed me was that they were willing to let go of some troll and collaborate with an organ unorganised ation they didn’t know i met the leaders of windows of hope for the first time in a few weeks after they had raised their money, but they were willing to sort of let go and collaborate with us because they saw that is the best way to accomplish their mission. I think that sort of willingness to try something new. And to to open themselves up to another organization is really resonates with me as professor david campbell he’s, a professor at binghamton university, and his op ed pieces in this week’s chronicle of philanthropy titled the lessons of nine eleven philanthropy a decade later. David, thank you so much for being on the show. It’s been a pleasure having you and christine cronin, thank you very much. Christine is president of charities dot organ. We talked about her firsthand experience from september eleventh wave charities. Christine, thank you so much. Thank you, toni also want to thank everybody who’s in small non-profit chat on twitter we today was our first collaboration. They have the the chat every other friday from noon to one so right before this show and i hope to collaborate with them again. The hashtag there is sm np chat and you get more information from at pamela grow because she’s, the moderator of small non-profit chat. So thanks to the folks who are participating in that jet, i also want you to know that david campbell’s op ed piece from two thousand eleven is still up again. Titled the lessons of nine eleven philanthropy, christine kronen is with me, and she is still the president of n y charities. Dot org’s. Hello, christine. Hi, tony. How are you? Well, thanks. Thank you. Thank you very much for being with me on the september eleventh show. I i really appreciate that. Thank you. Well, i appreciate having this conversation again. Any reaction to what? You just heard the conversation the three of us were having? Well, it brings back such sad memories and as i think it does for all new yorkers. But it’s it’s, what i learned during that time period was how difficult it is to function during a disaster which affect people, you know, and friends and and then people down the street who you didn’t know. And i now have so much admiration for people who respond to disasters as the profession and, you know, and who go in volunteer when a disaster happens because you’re facing the consequences every single moment, and you just have to keep pushing yourself. I have a much more appreciation which which you and david did mean in your own ways. You each did respond. You know, you were in question. You were first responders, and on dh, staggering amounts of money raised and in just a short amount of time, i’ll never forget that afternoon. You know, when we were all sitting in shock around a conference table, it was the youngest person on the staff who turned to me and said, we need to set up with this after release site, and i just stared at him for several minutes because even though we were already doing disasters with united way international and we were doing them for disasters all over the world, it never, ever, ever occurred to me that we would do one for new york, and i just it was incomprehensible, and i finally realized he was right. Yeah, do you think september eleven still has a nim packed on e-giving i think that most of us can’t wipe it out of hyre memory bank, it was such a stunning, you know, event and the emotions around it were so overwhelming that yes, i do believe it definitely has an impact. Yeah, i find it hard to imagine that that would go away. I mean, i guess it’s it’s natural that that it will now we’re fourteen years out and you know, i i i always maybe it’s just, you know, i’m imposing my thoughts on everyone else, but i i just i think about it, you know, pretty may be intensely each year, even though, you know, this is like, you know, it’s fourteen it’s fourteen years later, not a not a five year anniversary sort of milestone, i imagine maybe fifteen years will be a bigger a bigger deal, but i don’t know, it’s, just i agree with you, it’s still it’s still impacts me, you know, around the day and, like, you know, certainly the day and maybe the day after two it’s ah, and then also in another disaster comes up like hurricane katrina, for example, and you immediately, or at least we immediately, you know, try to decide what can we do? What charities will we feature? You know, it all just starts coming back and the emotions around the disasters that you’ve experienced, and i don’t think i mean, i certainly hope that there will never be one as bad as nine eleven, but you just never wipe it out of your memory bank something that came from the discussion we had four years ago. That is sort of uplifting, i think. Is that that that small organizations have that nimbleness advantage, that they can quickly adapt and learn? As you and david and i were talking about and respond there’s, no question about that. And, you know, we still see it all the time. I mean, a lot of ideas emerged from neighborhood groups and from parent teacher association. And those were the ones who know each other well and they quickly get together and they, you know, develop. Ah, plan to react to the latest emergency at n y charities dot organ. You work a lot with small, small and mid sized shops, right? Definitely it’s. Interesting. How evil answer she has changed in the left. You know, ten years i started in it in nineteen ninety nine, but it’s like a moving target. Tony, you know it’s like one day a charity’s working with you the next day, they’re trying to do their own merchant account. The next day they come back because having a merchant account is very difficult. So it’s it’s really just keeps changing all the time and you just have to be prepared to say okay, today this is what we’re dealing with and let’s go with it. Yeah, those air, you know, that’s a lesson that i hear from a lot of guests and there’s that small and even midsize shop advantage, but this smaller size, you know, when i was just a few people deep, you can you can be quick and and a lot of, you know, certainly in terms of a disaster, you’re reacting not a hundred percent rationally, but you’re doing the best that you can and that’s all that’s all we really can expect and then the passion that goes with disaster, you know, or the personal connection, i mean, so many people knew someone in the towers, and many of us didn’t know for a series of days, you know, who was alive and who wasn’t and, you know, you just you just keep moving. I mean, i stayed in the office probably for two months till about eleven o’clock at night, answering emails from people all over the world. Yeah, those were the emails that asked, how does that sound, right, exactly, exactly or what do you think of this idea? I’m going to try to you go to my school today and, you know, sell cookies, you know, and send it. Where should i send it? And what do you think? Everything ended with what do you think? You know, i would spend hours and hours just trying to respond because i felt so strongly that people needed to know someone was listening. We need to leave it there. Thank you again for joining me today. My pleasure. Thanks. Cracking. Thanks, christine. Next week run like a biz. Hillary schaefer has a wall street background. Now she runs a non profit and shares her advice on applying wall street to the jefferson awards foundation and program your board, your boards responsibilities for your program side with jean takagi are regular monthly legal contributor. If you missed any part of today’s show, find it on tony martignetti dot com. Thanks for being with me. The singing will return pursuant. Full service fund-raising you’ll raise car loads of money. I’m not talking about mini coopers or smart cars. I’m talking humvee fourteen passenger stretch limousines and don’t those things are ridiculous, but not when they’re filled with money. Pursuant dot com. Our creative producer is claire meyerhoff. Sam liebowitz is the line producer show social media’s, by susan chavez, susan chavez, dot com and our music is by scott stein. Thank you for that information. Scotty. You’re with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great.

Nonprofit Radio for September 4, 2015: Video Storytelling & Don’t Tell MY Story

Big Nonprofit Ideas for the Other 95%

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Yasmin Nguyen & Sheri Chaney Jones: Video Storytelling

In a crowded video internet, how do you tell that compelling story so your message moves others to take action? Sharing their smart strategies are Yasmin Nguyen, CEO of VibranceGlobal, and Sheri Chaney Jones, president of Measurement Resources. We talked at NTC, the Nonprofit Technology Conference, hosted by Nonprofit Technology Network (NTEN).

 

 

Maria Semple: Don’t Tell MY Story

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The right to be forgotten. Maria Semple explains last year’s EU opinion that Google must remove outdated links from search results. What’s the impact on your prospect research? Also, your donors’ right to privacy. Maria is our prospect research contributor and The Prospect Finder. (Originally aired 6/13/14)

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I come down with a case of her panji nna if my mouth had to say the words you missed today’s show video storytelling in a crowded video internet, how do you tell that compelling story? So your message moves others to take action. Sharing their smart strategies are yasmin win, ceo of vibranceglobal and sherry cheney jones, president of measurement resource is we talked at ntcdinosaur non-profit technology conference hosted by non-profit technology network and then and don’t tell my story the right to be forgotten, maria simple explains last year’s you opinion that google must remove outdated links from search results what’s the impact on your prospect research also your donors right to privacy? Maria is our prospect research contributor and the prospect finder that originally aired june thirteenth of last year on tony’s take to the ntc videos responsive by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com here are yasmin win and sherry cheney jones with video storytelling welcome to tony martignetti non-profit radio coverage of ntc twenty fifteen the non-profit technology conference we’re at the austin convention center austin, texas we’re kicking off our coverage with this interview. Are my guests now? Are jasmine win and sherry cheney jones welcome. Thank you. Thank you, it’s. Good to be here. They’re seminar topic is stop shooting videos. Start unlocking stories. Jasmine win is founder and ceo of vibranceglobal and sherry cheney jones is president of measurement resource is let’s start sherry, what are non-profits not doing quite a cz? Well as they could with video interviews, storytelling? What? From my perspective, because we help non-profits measure and communicate their impact in value, they often are focusing on their impact. So how are they changing lives and changing circumstances there, too focused on the activities. So, really understanding what your true impact is and telling your stories from there, and you’re trying to elicit really heartfelt story telling stories. You know, emotional, we want emotional impact. Okay, what would you have you have? You know, i think that a lot of times we focus so much on the technology, the process of doing video and also the questions that we ask people, and so we don’t focus enough on the connection, and really, when you are able to provide a space for someone to open up, to feel that they can speak about their passion, be grateful, they then create that connection that we can then capture and witness through videos and so it’s that focus on that connection rather than just the information or that exchange. Now, as we are today, you’re asking people to get in front of lights and cameras or and mike’s on dh and open up yes, men. How are we going toe start this process first, let’s start with how do we find the right people? And then we’ll get into coaching them and and getting their best performance and storytelling out of them. But how do we find the right one? Yeah, absolute tony that the key thing is selecting the right people, and that starts with being mindful of who your audience is. You know, we found that the most impactful, relevant, ah person to interview talk with are a representation of our audience. So, for example, for appealing to a donor’s, then it be great to have a financial supporter donors to be able to speak in their language in the same mindset for them to connect and relate. So think about the group’s. We want this interview to be meaningful for and select people from that constituency. Right? Volunteers, donors, board members. Yeah. Ok. And someone who’s were well respected. Who’s. Our ticket who’s also a very passionate and a champion of of our particular cause to be able to speak for us but also at the same time, carry the torch for our audience so that they can connect with them. Sure, anything you want to add to finding the right person is sure. I always say, think about your wise. Why do you do it? You do, but not just why does your organization do what it does? But why does your funders fund you and whitey here? Participants participate. And when you’re finding people to tell your story, you want to make sure that you are covering those three perspectives. Okay, three wives. The three wise yet three wise men know e wise? Yes, different wise. Okay, sure. Let’s, say with you now. So we found the right people. How do we start the process of making them? Comfortable evoking the really heartfelt emotion that we’re tryingto chief? Sure. Well, i will actually default to us because he’s really good at that, you know, i’m i’m the one that helps you create the content think about what you should be eliciting and he’s when it does the great interviews, maybe you’re more on the on the production side. I’m more on the defining what what questions? You should be asking what impact you should be drawing out of them stuff like, okay, we’ll come to you very shortly. Okay, okay. We got plenty of time together. Twenty five. Just great. Yeah. You know, for someone to be at ease. You really it’s it’s? Really? About how you think about the interview or how you think about being on video? A lot of times, people focus on the act of, you know, being on camera so they feel like they’re being evaluated. They’re being judged or in an interview, maybe you think of, like, a job interview or or some others where they have to perform and they have to be perfect. And what that does is it raises this level of anxiety where you have tio feel like you have to know, not necessarily be your best to be your most authentic. Authentic. Yeah, you’re you’re going to be your best if you’re most if you you’re most authentic, you just you write which is hard to get and even on steven instill videos, pictures it really is okay? Yeah. How are we gonna do so down? So so part of that is in the initial invitation is instead of hey, can you do a testimonial keen? And you come on camera and do a video it’s about framing it in a way that helps them give instead of being put in a position to perform. And so what i mean by giving is, you know, i’d like to invite you to come and share your story so that we can help inspire others like you. You know, we we want to put you in a place where you can be of service to others, and when you’re in that mindset of being of service, to be able to share your experience and insight so that it can help others, it takes that pressure off because now it’s about your own story, your own experience and there’s no. Right or wrong. And so that that’s the first step is the mind set piece. Okay, so let’s try to avoid characterizing it as testimonial. Do you know, do something that way. Put a label on right or even an interview? It should be more of a conversation. And i find that mom i doing so far, you’re doing great. My failing is a failing grade know you’re at least a b plus or something. You’re doing great. You’ve done this a few times. I have securities right already. Absolutely cool. Yeah. All right, s so tell me more. Yeah, so? So. So that’s the first step is setting up the frame for for what? That experience is like giving them information so that they feel prepared, you know, even some questions. Not necessarily for them to prepare a script, but for them to at least be a tease to know what to expect, that there’s not going to be this sort of curveball, or they’re gonna be blindsided because people have a lot of anxiety around, you know the uncertainty. And so that that’s another element. And then once you actually get into the session, then then it’s really about creating that space. I go through a specific routine if i find that someone’s either really nervous or they’re very tense, where we do an exercise called a ci gong slap, and what that is is where you basically take your hand and one hand and you slap the part of your front part of your arm all the way back to up to your chest, and then you do on the other side and then down to your legs and then back up through your back and then on your head as well. You do that a couple times having how hard you’re slapping, just just so just like just like this. So you’re going back like this and that and then down to your chest and then back-up and what you’re doing is you’re activating the various different meridian parts and your body, your head too as well, too. And then once you do that a couple times, you’ll notice this sort of tingle. It just activates the energy and yourself. And so that’s physically gets you ready. Another gong xi gong slap. Yeah, yeah, you can google that nok will be on youtube. The other parties is also getting you into what we call the vortex or the zone or, you know, the peak performance state and so, you know, i listen to some music, so whatever music kind of gets you going here, the whole goal is to are we asking the person i interrupt all the time, you know, that’s bad that’s, bad technique, a weapon? You don’t have a conversation, really? So we’re asking the person in advance, what’s your kind of music or bring bring some of your favorite music, you’re going bring some of that, but even before the actual interview, i will take time to have a phone conversation, just tow, learn about that, build that report so it’s not. We’re not meeting for the first time on camera and, uh, and that way, we feel like we’re friends and i can ask them about different things, so the whole goal is to get them out of their head and into their hearts, because when they start speaking from the heart when they start opening up yeah, that’s when the magic happens, outstanding. All right, you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s m a r t i g e n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Surely now let’s, come to you with questions. Durney um, we really jasmine alluded to a little bit, but the types of questions where you’re aware your expertise comes in. Sure in terms of thinking about what? Why are you doing this video? I’m sorry i called you jasmine. Jasmine? Pardon me. Sorry about that. Yes, you have been eluded. So what’s the purpose of the video you’re shooting. Who is your audience? What do they care about? And what we know about is although fund-raising is up from where it was pretty great recession levels, people want to know that there their money is actually making a difference. So no longer can we just say, oh, here’s a cute kid, i’m going to tell you my story about, you know, my family people really want to know that there’s a collective impact going on that there’s, you know, in the measurement world, the outcomes that you’re achieving. So you want to think about what are those outcomes that you know that people want you two to be showing and then making sure your interview questions are addressing those? So people are telling their stories around how they experience the outcomes that you are saying that you’re achieving, how they’re experiencing a perfect and we’re going to get really kind of personal, right? Like how i saved your life improved your life, help your child, you know, etcetera, yeah. So, you know, we have a list of twelve outcomes that typically non-profits air achieving, like increased knowledge increased, gilles, you know, maintenance of new behavior, reduction of undesirable behavior. So no, those going in before you start asking your questions and let your interview we know that you’re going to want to know about, you know, how did this program increase your knowledge or help you get a job or, you know, decrease your risk for heart disease or whatever it is that you’re non-profits doing, make sure the questions are aligned with those important outcomes. Should we stay away from giving exact questions? You will be asked one, two, three, four, because i find in doing my show that that then leads to scripted questions, lead descriptive answers, and and that’s not from the heart, that’s from appearing like memorized so so sherry but we want to give them topics, right, but not exact questions is that is that the best practice or what? Either either. Yeah, i found that i could give them some questions and with a disclaimer that, you know, these are some of the similar types of questions that will be asking and then also explain to them how to prepare. So just think about some bullet points or just some stories that may be relevant, but not necessarily prepare a script per se as well to so that that, uh it alleviates the anxiety, but you’re also making sure that they don’t have a prepared answer. Percent. Yeah, yeah. Like i said, then that’s not that’s, not the impact you’re gonna want. Um, all right, anything else, before we get to the actual either of you need anything else before we get to the actual session with mike’s and lights and cameras that we should be thinking about? We didn’t talk about yet, you know, i think that’s that’s pretty much covers it for now. We’re going to go and dive a little bit deeper into ours session then during that time. Yeah. Oh, well, i mean, there’s stuff you’re going to say in this session. You you won’t say here is that well? Actually, you know, know what? We’ve got someone holding back. Of course not. Your size is okay. Okay? I want shortchange non-profit ready. You know, of course, that all right. All right. So now we’re in the session, so presumably we’re in some kind of studio. These got a microphone because it might just we could just be doing audio, right? Possible? Absolutely. But might be lights and camera also who’s best toe ask, what do we do when we’re in the studio? Now? I could i could do that. Okay, yeah, you know it’s again, it’s first getting them into that state it’s a two part process getting them into that place where they’re not thinking from their minus their speaking for the heart, then the next step, then it’s it’s like a dance. Then you’re the lead. And so through your mindful questions that you’ve designed, you’ve created both to communicate, impact illicit to bring it out from them, per se. You’re also thinking about what is the overarching storyline that you’re trying to create. So one of the things that well, that we’re going to discuss in our sessions is the ah frame. Where for an appeals type of video you know these air the videos that ah, non-profits play at their events to appeal to, you know, fundraisers and donors and so there’s a seven start, seven step formula that i generally recommend to my clients as a guide for creating questions to elicit out those components. So the first part is, is that emotional hook or that connection? Something, whether it be ah piece of data, something that’s compelling or a story that just gets people that initially engaged. So they want to continue to watch the next step then is gratitude appreciating the people that are there the people that have already supported you recognizing them so then they personally feel connected engaged. The third part then is impact showing the difference that that their support up until this point has made to show that you have traction, and that your stewards of their support this far then the next step is really diving into the importance of the purpose of the mission. Why are we all here? Why is it important to support us then? The next step is to ah is to paint a picture of what the future khun b so this is where we are. But this is how much we can. This is how many more people we can serve. This is the greater impact that we can do. And then then goes the call to action, which is this is how you can help. This is how you can be a part of us achieving this bigger future. And the final part is that emotional close wrapping it up, tying it back to either the mission or or completing the circle of this story that leaves them with this emotional connection. But now they’ve see why why we’re doing this. They also know how they can be a part of it and that’s the framework in which we start to create questions that we start to elicit out in each of the different interviews. We sure this is a real art because that’s a lot to pack into what’s probably gonna be, you know, like a ford of five minute video or so bands. It’s doable? Yeah, of course. Yeah. Okay. Yeah. And i mean, in the session we’re going toe share case study where one organization was ableto talk about their recreational programme with kids, but at the end of the day, they were able to demonstrate how they had a fifty seven thousand seven hundred seventy percent return on investment in those chilled children in terms of really transforming their earning potential over their lives. Just buy this, you know, recreational after school program and and talk about in your fund-raising appeal if you’re able teo to share those stories, talk about those kids experience and at the end of the day, say, oh, by the way, give us five hundred dollars, and we’ll turn that into two hundred eighty nine thousand dollars for on these children over the course of, you know, their lifetime that’s, very powerful, and, you know, checkbooks are flying nah bins. What if we’re in our studio session and it’s not going so well? Our interview is not really loosening up very tense. You’re not getting the kind of emotion you’re hoping for. What what can we do to you? Break that besides achy gong slap anything else we can do? Like in them in that moment? Loosen him or her up? Yeah, yeah, you know, first of all, i always try with something with physiology. So some physical movement, whether it be breathing or others just to kind of, you know, shake out some of the stiffness there. If that doesn’t work, then i should start to shift into what are they passionate about? We totally go off or off camera off mike now, mike, or even even if the camera’s still on, but i shift their focus on hey, you know what? What do you know? What are you most passionate about? Tell me about your favorite, you know, and start getting really personal and when they start to then connect with what really means, you know something to them, then it slowly they slowly start to kind of open up in that way. So i found that to be really effective, it might actually be a good idea to keep the camera rolling or the mike rolling because you might capture something really good whether they know it’s being captured or not, they’re they’re more at ease because you’ve broken that i see you looking the tension about okay, let’s, create anything you want, but i was just saying, you know, a lot of it is the magic and editing, so if you know that framework, that yasmin laid out and, you know, that’s what you’re going for your looking for those nuggets that you’re going to put into that framework when you go to create your video and edit it together. And that that’s a really good point, sherry, is that, you know, when you’re looking at the post production editing process, you wanna have someone on your team that understands the story framework here? Not just someone that’s really a great good, you know, on editor or your your brother in law, who knows howto video. But someone who understands the purpose understands the story’s understands elements of marketing as well so that they can put those pieces together in a meaningful way. Alright, we have plenty of time together. So you took some now about postproduction. We moved into that suddenly that was well done. Thank you, baizman. What? What more about postproduction? Aside from let’s not have an amateur doing it. What else? What else can we say? You know, post production actually starts with preproduction. Always found that it’s very, very important to know the roadmap rather than shooting a bunch of content audio or visual and then just dumping it on to someone and saying here, figure it out so it’s it’s it’s essential to be involved throughout the process. S so that’s, really, the key part here and then the other part is, is to understand, to have someone who really understands the dynamics of human conversation, per se you know, there is certain ways in which people speak that are ah, more flattering than others. And so it’s it’s a very subtle nuance of how to cut the foot the pieces and then start to assemble them together and then tie in either music or other elements that enhance that experience, whether it be visuals or other things as well, too. It sounds like you’re strongly suggesting that this be done by a professional, yes, absolutely on baby involved from the beginning, not just that you’ve given them a raw video file, and now they have to try, too. Kraft, what you’re describing? Great, yeah, yeah, i think specially for your your fund-raising appeal videos and maybe the things on your website you’re going to ask people tio to donate to your cause, but i think for and you can correct me if you disagree, but for your maybe website. Testimonials or other things, you know, in our session, yasmin’s going to actually do one on his iphone. So just depends on what the purpose again understanding what is the purpose of the video, your beauty that’s an excellent point, you know, i mean, we were we were talking last several minutes about the least, i think the the video that shone at the gala that ideally is evoking tears and and moving a room of seven hundred people or, you know, whatever. But on the other end of the spectrum share your point is really well taken. This could be very low production value with somebody with an iphone, and it can still be very, very moving. Yeah, absolutely. Doesn’t the production values don’t have to be high to be compelling? Yes. Depends what your purpose is. Yeah, and and and again, it’s, just starting with understanding, understanding your purpose, understanding your audience, understanding your call to action and then finding the right medium for that. Go ahead. Yeah, absolutely. It’s it’s really about having a storytelling mindset, it’s about having a mindset of thinking about what? What are we doing right now? And is who is this meaningful? For and then let’s just capture that moment, especially with technology these days with, you know, our smartphones or iphones or android phones, you know, the cameras and the equipment is so advanced and it’s, i mean, you could capture a great experience bar trying to do it in the dark, but, i mean, if you think about wow, if i’m constantly thinking about how can i share this moment with someone else and who would benefit and why they would benefit, then then you’re you’re ready to go and as far as like professional editing, you know, quite honestly, people can edit themselves, but really, i find that like ninety plus percent of the clients and people i work with it’s a tedious process and that’s something that if they can learn how to improve the quality of capturing the experience that they can handed off to someone else, even if it’s simple edits it’s accessible and affordable for just even the average person who’s just doing a video for their they’re easing or something like that by phone. Yeah, you has been picked up his phone as he was talking for those who are not watching the video. A zoo visual. So i mean it’s just it could be just that simple. Sure, you look like you want to add something? No, i’m just a green. Okay, oppcoll we still have another couple of minutes left together. What if i not ask you that? Uh, what have we not talked about? It doesn’t matter what stage of it is, what more would you like to say on it? It’s a great topic, i think. Just a kind of reiterate it’s about thinking about this experience, the interviewer, the video really, as an opportunity for for you to help someone else give and and the way that they give is through their insights and experience. So we appreciate the opportunity to be here with you, tony, to be able to share and so it’s a it’s a conversation and it’s an opportunity to give. And i think that really when you start thinking of it this way, it alleviates a lot of stress and anxiety around the experience. Okay, yeah, i’d love to leave loved leave it there, but we still have a couple minutes left, so i’m gonna press it’ll further on something i was thinking about when you’re recording, do we do we need tohave an interviewer? Or should we just let the person kind of go free form and on dh hit on the topic questions hoping that they’ll do that, or we need to have an interviewer? I i think yes, i think so. And unless the person is experiencing very skilled with being able to create a connection themselves with either the camera, they’ve they’ve had either training or they could do it naturally. But i would say that the majority of the people are looking to have an interview because the goal is to experience a moment of connection. And how can you experience a connection without having some other person person? Lester trained to connect? Yeah, directly to account. And so to answer your question, yes, it’s important to have at least someone there to connect with? Okay, yeah, sure, because i think it’s not it can be very scripted, and we’re trying to avoid that scripted feel so an interviewer helps reduce that that scripted feel better, more connection, okay? And ah, there is one story i’d like to share and it’s about giving as well too, and sherry’s heard this. Story a number of times because we actually start third time speaking together here. But last year, we were at the non-profit technology conference, and both of us were there to writing. So you guys last year, samaritan picking up last year, we missed each other in d c yeah, so ah, sure. And i were both staying with our good friends, neil and heather. Now kneel on heather have this amazing ten year old daughter named kendall. And every morning when we sit down for breakfast, kendall would just light up the room and she’d ask questions, and she will have about a minute left. Okay. Okay, so, so so anyway, you’re trained, so i know what you know. I’m gonna tell part of theirs just to the store here, and i will re kapin the session here. Don’t worry about the way we wanna hear your story. Okay. All right. So so then ah, went the last morning that were there. She just barely looked up from her bowl and i said, hey, what’s going on, you seem different and she said, yeah, i’ve got to go sold girl scout cookies today i said, well, what’s wrong with that people love cookies, she said, yeah, but every time i get out there, i get rejected and so i said, yeah, gosh, you know, i totally understand, so i asked her i said, hey, kendall, how much of your cookies? She said they’re four dollars a box? So i said here, here’s, twenty dollars, once you give me five boxes, she said really has, like, yeah, it’s like, but here’s the thing i don’t eat cookies myself and so she but i want you to do what what i want to do is i want you to give these cookies to five people that you’ve never met before officer and her eyes lit up, she ran to her mom and said, mom, guess what? We get to give cookies away, then i said, now here, kendall here’s, the reason why i want you to give those cookies away because i want you to know what it’s like to make someone’s day. I want you to see, hear and feel their appreciation, and then when you’re out there and you’re asking someone to ask by a box of cookies, try this instead. Ask them hey, is there someone in your life that you really care about because i’d like to help you make their bay by giving them a box of cookies. So what we’re doing is we’re creating an opportunity for someone to give and so similar to this interview experience when you create an opportunity to give you shift, that dynamic latto outstanding, we’re gonna leave it there. Thank you very, very much. You your favorite cookies with thin mints, by the way about us so good on this. Emotions are number two yasmin win he’s, founder and ceo of vibranceglobal and sherry cheney jones’s, president of measurement resource is non-profit radio coverage of ntc twenty fifteen the non-profit technology conference thanks so much for being with us. It’s. Time for live listener love you know how grateful i am, in fact, not just gratitude love going out to all our live listeners wherever you might be. Podcast pleasantries always those listening in the time shift over ten thousand of you pleasantries to you, wherever you are, whatever you’re doing as you listen and are all important affiliate affections to our stations throughout the country. So glad you are with us. The thousands of you as well must. Be maybe another ten thousand who knows affiliate affections to all those affiliate listeners. Tony, take two and mohr coming up. Don’t tell my story, but first, pursuant you need more money pursuing helps you it’s just that simple. They have online tools made for small and midsize non-profits that help your fund-raising prospect of platform finds your upgrade ready donors there in your database, they’re buried. Who are they? Find them with prospector platform and you’ll raise more money pursuant. Dot com from the desk of world news tonight, i’m featuring non-profit technology conference video interviews at tony martignetti dot com check it out! I’m sitting at the desk at the anchor desk world news tonight, therefore, video interviews from auntie si, including today’s with jasmine win and sherry cheney jones. Also, any sample ward on what non-profit technology network does and how they can help you to use tech smarter, plus keeping your website current after launch and a panel of four on what to do when technology is being blamed. But it’s really not your problem? My video and the links to those four conference video interviews are at tony martignetti dot com and that’s tony’s take two for friday, fourth of september thirty fifth show of the year here’s maria semple don’t tell my story you know maria simple she’s, the prospect finder she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com, and her book is panning for gold. Find your best donor prospects now exclamation mark she’s, our doi n of dirt, cheap and free. You can follow maria on twitter at maria simple. Welcome back, maria, good to talk to you. Good to talk to you. Thank you very much. You’re going to say glad to be here or anything. Well, i am glad to be here, actually and it’s a nice summer months and i’m always happy in the summer. So this is a good thing, excellent and even happier on non-profit radio day, right? Absolutely. Now that i ve pimped you twice and you have no choice but to say yes and i’m happy about everything we’re talking about the right to be forgotten. This came from a spaniard who brought a case in the european court of justice. Yes. So, you know, i thought it was very interesting and i was wondering, you know there might not be immediate applications for prospect researchers in the united states, but you know it. It got me to thinking what implications this might have five or ten years down the line in terms of information that might end up getting a raise from google searches. Um, and it just got me to wondering, you know how how we have to maybe cross check data in other places, especially going forward? If if we’re going to start seeing data, you know, becoming race, could it could even be more imminent than five or ten years? I think very well could be, you know, right now, one of the one of the stats that i had seen was that over forty one thousand europeans, i have actually asked through this online form that google has created to be for gotten so they want mention of themselves erased off of google search results and that huge let’s set the scene in case everyone hasn’t heard of this. This was ah man in spain who brought a case to the european court of justice because there were links in searches of his name is just searching his name. There were links. To old events that he thought were no longer relevant, right? It had to do with a realist state auction that was held, teo, settle some of what they call social security death, whatever that meant. But he was, you know, not happy that that was still out there because he felt that the debts have been settled and so forth. And so he petitioned through this, uh, europe europe’s top court, which is the court of justice of the european union, i guess it’s somewhat similar to our supreme court and petitioned, and it was ruled in his favor that, yes, google is going to have to comply. So of course, if google’s going to have to comply, you have to think that the other major search engines like yahoo and microsoft being will also have to do the same. And to comply. Google came up with this online form. I don’t know if you can. I don’t know how you go directly to the form. I guess you can just search it. I was i i ended up finding a link in one of the articles led me directly to the form and it’s. Pretty interesting, because you actually have to select from a drop down menu one of the thirty two countries that are listed that you would reside in. You do need to provide some sort of a photo id. Ah, so that i guess, you know, if you’re trying to get maybe say, a competitors, you know, information swipes or something like that, they want to make sure that yes, you are you’re the person and it’s information about you, etcetera, and so there are, you know, there’s certain things that you do need to do in order to comply, to get it, to get the data removed, but they really think it’s going to be a very long time before google can’t even get through all of these request and right now it on ly pertains to the european union, as you said, the thirty two countries so this does not apply teo u s residents, but it could there’s potential that someone could bring a similar action on dh similarly succeed in the us i’m not i would not put it past somebody to come up with that idea. Having read, you know, all the press that there is available out there about this particular ruling in europe, one thing that i didn’t realize i mean, i just thought that you go to google dot com and that’s just the one place to do research bedevil evidently there’s, a google dot ceo dot uk, which is, i guess, the european equivalent of google’s search engine, so i think what they’re from my understanding of what i’ve read is that it’s going toe wife clean the search results that you would find on the european search engine and maybe not necessarily google dot com again, it’s also new and all such a grey area and google themselves trying to figure out how they’re going to end up complying with this whole thing. The implications than for prospect research are becoming apparent as we’re talking. You might not find everything that you’d like to find on someone, right? Right? And, you know, i can give you an example. Tony, of a search i was doing a number of years back, i was probably about ten years ago, i was doing some donors threespot church. Actually, i was just doing research. I wasn’t sure that this person was actually considered a donor prospect or not, because sometimes i’m doing the research because they’re considering having this a person as a high profile boardmember and so i’m doing the research, and i kept coming up with this person’s name connected to corporate insider trading, so the bad kind of insider trading and at first i dismissed it because i thought, well, maybe it’s just the same name, but then i came across one article that actually did link the person to the insider trading and linked the person to current employment situation. So then i knew this was indeed the prospect, so i came i had a dilemma because, right, if i put this information into a written profile, then, uh, any donor and he don’t prospect really has the right to walk into your organization and say, show me what information you’ve compiled on may i want to see my donor record on? And so i really had this dilemma, and i thought, well, what do i do with this information? So i decided to call the person who had hired me to do the research, and i asked, why are you having me do this research on this individual? Is it for a simple donation? Or is there something more to this? And she said, oh, there’s a lot more to it. We are considering bringing him on the board, and our board chair thinks he would make a great treasurer for organization. Oh, my so that was, you know, i thought, okay, well, red flag. So i decided to verbally give the information that i had found. I mentioned that the person had paid their fine had done their time. It was well in their past, but i did feel that the executive director didn’t need to know that this existed. Now why this is really interesting dilemma, but why? Just verbally? Why? I mean, if if it’s bonified and you had confirmed it, why not put it in the written prospekt reports? Well, we discussed that. I told her that i would i don’t like to put information into a written profile that would potentially sever our relationship with somebody, and it could, you know, it was a potentially great relationship that could that could have existed. Um, so i did not want to eliminate that possibility for her if if he’d read this and said, well, you know, this was dug up. On me and, you know, i’m uncomfortable with this, and i’m walking away from this organization, you know, clearly it was in his past, everything had, you know, all fine has been paid, and as i said on time, his concert, i just felt that it could end up, um, severing the relationship ultimately, and i didn’t want to several relationship before it even began, since they’re you know they’re may not have been any issues in the future. I just told you to tread carefully. You always have in the back of your mind what the donor or dahna prospect might think if they were to read this in the organizations report that you had written, yeah, itwas absolutely there is always the same reason. I don’t like to delve into divorce records. Yeah, well, now i can see how that wouldn’t belong but alright, it’s, just interesting. You always have this in mind that what would happen if the person were to read this about themselves in the organ in the organization’s files are always thinking away. Okay, interesting. And what what happened in that case? Did they end up inviting the person to be on the board? Do you know, or did they not? They did. They ultimately did. But i don’t think they put him in a treasurer position immediately. You know, i’m not sure down the line if that ended up coming to fruition, but it was certainly at least something that the executive director needed to be aware of. Excellent. Okay, excellent story. Thank you. Um, this all, you know sort of brings up also the the potential, the discretion, really, that google is goingto have and other search engines as they have to comply with this. The way i read the the description i read, i didn’t read the court’s decision itself, but the description i read was that, you know, there’s some vague description or vague direction about, um, what google should consider inappropriate and what not, but but but nothing’s very, very specific. And so that leaves a lot of discretion for google as to whether something like what you described still belongs. I mean, it still could be very relevant, even though it’s in the past, you know, i mean, history is all in the past, we we were studying history all the time. So just because something is in the past google and detrimental to the person google could still very well determine that that belongs under that person’s search results. Right? So now people are wondering, you know, it’s a matter of fact, i read an article that was in a may fifteenth edition of usa today where, you know, they talked about, you know, that the court basically is here is blaming the messenger and, you know, this person had this, you know, situations in their past, google is simply me giving you access to the information, and you know, it e if if reputations can now be somehow, you know, as they’re calling it in this article, airbrushed on demand, right, you know you’re going to have to think about, you know, well, it’s people who have done things, you know, maybe doctors who have botched surgeries and you just think about the implications of all the types of people that would be thinking about having this this shady past erased there’s just a scary amount of discretion that google has because the past is still relevant, but maybe some things are irrelevant. Howto how do you decide what’s relevant to other people and what’s not the other, the other very interesting thing about this is the information isn’t going away it’s not going to be removed from the internet if that’s even possible it’s just going to be removed from a search result with that from of that person’s name. So the personally is a matter of fact, the very newspaper articles that this spaniard, you know, was sad about it on the internet. More people have probably read the articles now that otherwise would have ever read them if he hadn’t brought this to court. And so the articles still exists. It’s just getting to the articles by searching on this individual’s name is something that has been or will be very soon. I’m not sure if it was removed or not, but i think it may be it wass at this point, um, but, you know, is see data is probably still going to exist, but as a prospect researcher, your main starting point is always with a person’s name. Yes, that’s why? I was wondering how this was really going to affect donorsearch research. I mean, we have a lot of info metoo shins buy-in particularly hyre ed that do their research. Donors who reside in europe, right. So you’ve got people who come to this country for their education on they go back or people who started, you know, as a u s citizen and are now living is expats in another country, so you know the borders being as fluid as they are. You can imagine, i know, maybe a very small social service organisation non-profit might not be in that situation is there researching their donors because for the most part, they’re serving a geographic region and their donors come from that very small, smaller pool’s people. But larger organizations that serve that our international and it doesn’t even have to be hyre ed, imagine the wise of the world or united ways we have to go out for a break. When we come back, marie and i are going to keep talking about this, and we’re gonna move teo, subject of the donors right to privacy and the code of ethics around around prospect research. So stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth godin craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guest directly. To sign up, visit the facebook page for tony martignetti dot com. And i’m tony martignetti and with me is maria simple, the prospect finder, maria appa ra, the association of prospect researchers for advancement, they have something to say about donors they dio there, they actually on their web site, a statement of ethics, and i’d be glad to provide that link to your tear listeners. Tony on your facebook page, we’ll put that after the takeaways. Yes, yeah, sure. And so the main pages apra home dot org’s a pr, a home dot org’s and so there you know that that is the association that most professional prospect researchers would align with and rely on for their professional development. So there is a statement of ethics that the opera has and, you know, accountability and practice as well. I mean, i’m looking at one specific line that they have in their code of ethics around practice. It says that, you know, they shall on ly record data that is appropriate to the fund-raising process and protect the confidentiality of all personal information at all times. Um, so, you know, they take donor-centric mation is safeguarded at their organizations password protect the software, for example, making sure that only people who need access to that information are going to get the access to the information. Well, let’s, go back to this donor-centric ality. I mean, how do you protect the person’s confidentiality when your task is to prepare research about the person? I mean, at the top of the page is the person’s name and, um the pages are loaded with stuff about the person. How do you how do they balance? What do they mean? Their protect confidentiality? So you want to make sure that on ly the people who need access to this information to advance fund-raising are going to have access to the information? First of all, the information is all derived from publicly available sources, right? So google obviously is one of those publicly available sources that we get information from. We’ve talked about hundreds of those on the show. Yeah, yeah, absolutely. And so what? You go to a lot of different sources to gather the information and bring it all together? The role of the prospect researcher is, too. Take all of that information, wade through it and come up with a concise profile. Most of the time, the information is is going to be embedded right into the donor record because then you can pull the reports, you know, as you need in the in the donor software, when i’m preparing the profiles, i just do it in a word document so that they can easily cut and paste the information and if need be into their at their end. Obviously, i don’t have access to donor software that my clients are using, so you want to be sensitive to then who you’re emailing these two i don’t mean you as the prospect. Well, i don’t mean you personally, but the prospect researcher and they may very well in a smaller midsize shop not even be devoted to prospect research, so that let’s say, right, the person doing this research on donors and potential donors, you want to be very conscious of who you’re emailing. These reports, too, has who has access to the to the nested folders where these prospekt reports are stored? Yes, absolutely mn it, and then you can imagine a situation where you get your development committee together and you’re doing perhaps some sort of peer review sessions so you might have printed profiles or data pieces of data pertaining. To these individuals on the table, you know, every every development office really should have a good shredder in the office, and i would really encourage people not to allow boardmember sze other volunteers involved in the development process tow, walk out with hard copies because you just don’t want this information, you know, floating around out there that’s very good admonition caution? Yeah, that that where the hard copies go and then they end up in the person’s office or home or something. Yeah, right now. Okay, talking about shredders, you know, i can’t stand seeing those shredders where it’s like quarter inch strips like a four year old could put those back together if if they wanted to there’s quarter inch long strips. I mean, you should get at least cross cut, if not the not the ones that make those little little paper tiny bullets, which you’re supposed to be impossible to put back together, right? And there are companies that you can hyre depending on how much you really have to shred, there are companies that you can you can hire to do shredding. I think that even in local companies like u p s stores they have shredders located within those facilities, maybe even staples. I’m not sure i know ups does, but, you know, there are places that you can go then and taken have it securely shredded. So that might be something to consider. If you do have an awful lot, maybe maybe your office’s air moving and suddenly you find that. Okay, you’ve got files and files from maybe past years, and now things are going all electronic. What are you going to do with all of this? You don’t want to move it right, because you might not need to bring all of that old data with you, but yet it contains some potentially, you know, sensitive information that people would not want just floating around out there. Yes. And as you mentioned, there are services where they’ll just place a bin in your office. And then when it fills up, you call them and then they come and shred it, and they give you back the empty bin. Yeah. What else? What else you thinking around? We’ve just about another minute or so. What else around this data? Data? Privacy and confidentiality? Well, again, just making sure that everything is very well password protected on lee allow people have access to the donor, soft to your donordigital base that absolutely needed shred anything that is printed and keep on top of what’s happening with this with this particular law that that occurred in the european union. And just you know what? Maybe you know, i will of course keep on top of it, tony, and weaken maybe revisited as things develop, um, even if we make it part of, you know, a small piece of the future show, but i think that that non-profits do need to be aware that this is out there and see the potential for its effect in the united states ask and you’ll you’ll be most successful, i think, in searching if you look for right to be forgotten, maria, thank you very much. Thank you, tony. My pleasure, maria simple the prospect finder on twitter she’s at maria simple her sight is the prospect finder dot com next week, it’s september eleventh hard to know what to do on that exact day. I’m going to replay a show called the september eleven e effect about giving immediately after nine eleven and the longer term. Impact. If you missed any part of today’s show, find it on tony martignetti dot com. Where in the world else would you go so glad i brought that singing back? You may not be, but but i am pursuant full service fund-raising you’ll raise baby carriages more money. I’m not talking about those paltry little one cedars that most couples push around. I’m talking couples with quadruplets four abreast, they come down the sidewalk like the middle coach row out of a dreamliner seven eighty seven remember last week was the studio apartments in first class they come and dear the crosswalks and they part pedestrian herds like arctic ice breakers filled with money. That’s how much you’re going to raise pursuant dot com. Our creative producer is claire meyerhoff. Sam liebowitz is the line producer. The show’s social media is by susan chavez, susan chavez, dot com and our music is by scott stein duitz thank you, scotty. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent go out and be great. Snusz dahna what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist. I took two or three years for foundation staff, sort of dane toe add an email address card, it was like it was phone. This email thing is right and that’s, why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to heal. You put money in a situation and invested and expected to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for August 28, 2015: Fundraiser Incentive Pay

Big Nonprofit Ideas for the Other 95%

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I go into hydro poisonous if i got exposed to the hot idea that you missed today’s show fundraiser incentive pay university of pittsburgh has created a career ladder to stem frontline fundraiser turnover, and it includes incentive pay, explaining pits, innovation and helping you think through whether this makes sense at your organization. Our dave dalessandro and liz cooper fund-raising administrators at the university on tony’s take two the ntc videos responsive by pursuing full service fund-raising data driven technology enabled, you’ll raise more money pursuant dot com i’m very glad to welcome dave dalessandro and liz cooper to the show. Dave is associate vice chancellor for university development at the university of pittsburgh and liz cooper is senior executive director for development at the university. David liz, welcome. Thank you. Thank you for having us for having a it’s a pleasure, dave, i don’t i’m not sure we’ve ever had a a chancellor or vice chancellor on the show before. This sounds like a very regal term, but you’ve got a crown born there. What? You’re sitting on a throne. What? Mrs chancellor? Well, uh, associate vice chances are a lot like vice presidents in bank. Okay, a lot of you. Okay, but they prefer chancellor. Essentially, i sit over all of the individual fund-raising for the university plan giving prospect, research all the analytics and lose his second in command. Okay, uh, it’s, just interesting that some places, i guess mostly i see it, and i guess it is in universities. Prefer chancellor over president. I don’t know. I don’t know where that. Okay, i don’t know it just right. It sounds, uh, sounds like royalty. All right, um, liz, you and i are ah, you and i are the now the libyans know, um, what is your responsibility, liz? As senior executive director for development? Sure. So i oversee all of the central fund-raising operation. So i hyre orient and supervise all of our fundraisers that are located here. Centrally. I also oversee fund-raising efforts that go on in some of our smaller schools, for example, school of education or the school of social work. And i also work closely with our regional campuses. All right? And of course, ah, i wanted teo, we’ll let you know that i’m a carnegie mellon altum and no, carnegie mellon is just down the street from pit, so we’ll have no ah, we’ll have no trouble with you, please way won’t hold it against, don’t yeah, that’s. Sure it is two against one. So what am i talking about? Yeah, all right, all right, dave, why don’t you get us started? This incentive pay and the career ladder, and why was this important to do it? Back-up i’m gonna have i’m gonna have to start off on that look at this already is an anarchist anarchist already? I okay, this is what is what happens when you deal with this. What happens when you’re dealing with a chancellor? I see. Ok, ok, go ahead, liz. You start off. Um, you know, i think that it seemed like every moment i was checking my email, i was receiving an article or blogged about some big hyre education fund-raising issues, um two of which were the recruitment of major gift officers and the retention of major gift officers. During our campaign. We were fortunate to have a group of very successful and talented individual major gift officers that are loyal to the university. But as you know wherein one campaign ends, you start thinking about another, and we knew we were going to grow. So we wanted to address these issues recruitment and retention of major gift officers at pitt before they became ah common. Seem to us, if that makes sense. In other words, it was a common theme across hyre education. And we didn’t want it to be an issue here. And what do you see? As the downside of just make sure everybody eyes on the same page with this the downside of a frequent turnover of fundraisers, i think continuity is a big themes that you’ll find in development. Uh, continuity is good for donors. It’s good for the employees. It’s good for the organization. Good for the bottom line. Um, when an individual major gift officer leaves the university, uh, that relationship that they developed with that individual major gift donor repaired and start over again. So all right, so yes, we want this continuity, and donors prefer it. Donors prefer it sure they because they begin a relationship not only with pitt, but with that individual major gift officer. Yeah, for sure, dave, if you think i’m going to bring you in this conversation, you’re out of your head so you can hang up or whatever i don’t. It doesn’t matter to me. No, it sounded like there was something you were going to say, dave, you want to add something? Well, i think that one of the things that we learned was that it’s actually less expensive over the long run to retain your existing fundrasing not only have you spent time training them, and we spend a lot of time training our major gift officers, but the process of recruiting the process of, you know, matching salaries from from folks coming from larger cities or larger institutions actual becomes more expensive over time, so it seemed us that one of the things we wanted to do it was to control, uh, for those those problems when we were going from eleven major gift officers to probably thirty two, so you multiply all those problems when you’ve got three times more fundraisers and you’ve got a real problem of scale if people are coming and going, so that was a big hit was a big issue for us that, you know, once we had made this initial investment, we didn’t want to have to recoup it over and over again with new folks. Liz, you said you’re responsible for the hiring and training, so why don’t we? Why don’t we start with this? The career ladder idea and the incentive pay around around fundraiser orientation? What what’s what’s different now that you have this method of evaluation and compensation? Sure, when there’s so many young, talented folks out there that have maybe two or three years in development. These millennials, when they came to me in an interview, would ask me, where will i be a pit in five years? Or where will i be a pit? In seven years? Prior to the career ladder, i would stare back at them, and i would not be able to answer them except with simple response. We hope that you’ll still be here. So, you know, this was a really when when this was established, this was a really interesting way for us to tell that applicants there is a future for you here, and we have thought it through. How long have you been doing incentive pay and the career ladder, which we’re going to talk about? So we worked on the career rod, or for about eighteen months, and it was implemented in janu miree okay, so we’re talking, oh, wow. All right, so just eight months or so, all right, but a lot of little lead time lot of thought went into it, so go back to the orientation question then was how is training of new fundraisers different now? So a part of what we wanted to ensure was that we were orienting exceptional fundraisers and that’s, really, what the career ladder is based on is really those performers that are going above and beyond a successful and being exceptional. Part of that is us training them for the first three months of their employment to get up and running as quickly as possible. So learn how pit fund-raising tto learn how we do it. So we establish what we lovingly refer to as the academy it’s a week long, intensive training, hands on experience taught by our own staff on all the things that we think they need to know as individual fund-raising individual gift fundraiser, for example. But they get a crash course on plan giving. They get a crash course on our endowment, making the ask proposals agreement’s, etcetera. So that we feel that after that week, they really do have a great face in what it takes to be an individual major gift officer here. And what about god? I was just going to add that part of that so is the explanation is the explanation of the career excuse me? Is the explanation of the career ladder? Yes, there is actually a booklet that they get that that sets out uh all the requirements for them to in a period of three years be eligible for promotion. Okay? We’re we’re. We’re gonna we’re gonna go out a little early for a break. When we come back. We’re going to talk about what these elements are to being exceptional, there’s six of them and we’ll talk about how they fit into the career ladder all that stay with us, you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation really all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura the chronicle website philanthropy dot com fund-raising fundamentals the better way welcome back to big non-profit ideas for the other ninety five percent. Liz, let’s, let’s, turn to you. Would you please take off the six elements to prove that you’re an exceptional fundraiser? Sure, what well we have the first is our fund-raising visit number, dollar raised agreement sent. Agreement’s accepted the total contact that they have in our in our database, and the last is origination guest. Okay. Thank you. Um, let’s, let’s. Define some terms. What’s, an origination gift and origination gift is a gift that the development officer excuse me. Let me go back. The origination gift is a gift where the prospect was never placed in what we call active management. In other words, ah, other universities use the term maybe a legacy or one that was kind of handed down from a previous development officer to another origination gifts or those gifts that were the relationship that was established by the gift officer cultivated, solicited and closed. So their new giver to the university at the major gift level. All right, all right. And to be exceptional, you what? You have to achieve a certain level or exceed or so how do you prove that you’re exceptional across these six categories? Yeah, if it’s okay, i’ll let dave kind of handle that. And what we what? We’ve determined to be exceptional. That’s okay, trust him. Go ahead. Yeah. One of one of the things that that the career ladder does is takes a traditional major gift officer position and breaks into six steps. So at each step, step one step two, step three. Step forward. So on there are a set of performance standards. The initial performance standards are considered. This is your level of competency. This is what you’re supposed to be doing. Uh, and then you have the exceptional being in terms of money raised double that amount. And all of these other factors are not all that different at both exceptional in regular. In other words, what we’re really trying to figure out is are you doing to baseline of activity? And how effective are you taking that baseline and raising mohr gifts than the person sitting next to you? So at each level and exceptional person is always raising double the amount of money that another person in the class is raising, or with one so the ones might be exceptional taken average five hundred thousand if they could propose to it to their only exceptional, they raise a million if they get to three, they’re only exceptional. Raise two million. If they get the for their only exceptional, they raise three million. Alright, so in this system it’s entirely possible to be promoted and be exceptional as a cr m one and never leave the c r m to level because you’re not exceptional at that level. All right, so let me just way have jog in jail on tony martignetti non-profit radio c r e m is probably pretty widely known but let’s, just make explicit. I assume that’s, constituent relationship manager, charitable relationship, charitable. See, i did not have a charitable relationship manager. Okay, okay, go ahead. Sorry. And, uh, yeah. That’s that’s. Kind of where we got away from the major gift officer term. Because we felt that terrible relationship manager actually is a title that expresses the job. Yeah, related. They’re managing sheriff oppcoll relationship. Yeah, kind of like that. A charitable relationship manager. Okay, so do you to be exceptional. Do you have to do double the double the goal in all six of these categories? No. No. Okay. How does it work now? How does it work? What’s the formula. The formula is that let’s say you come in as what we call the c r m one. So you’re cr one and we tell him here’s what you need. All right. Need forty five fund-raising visits two hundred thousand new pledges. Six. Agreement sent four agreements accepted. A thousand total contacts. Into origination gets now. If you are exceptional, you’ll have forty five were mohr fund-raising visits. You’ll raise five hundred thousand maurin new pledges and gifts. You’ll have six agreement scent, or mohr for agreements, mohr, a thousand total contracts and three origination gifts. So if you managed to make all those numbers all right over a period of three years, in other words, set your average of doing at over three years. Yes, stand. At the end of the third year you’re eligible for a promotion, it would be promoted to c r, m two two. Okay, okay, what is probably should just defined this earlier, but what is the total contacts? Total contacts are all the things that you put in the database, which indicate an attempt to maintain communication with the donor. So emails, letters, phone calls, okay? That’s, pretty liberal, and then and then one of the categories i think the first one lives mentioned is is actual visits fund-raising visits, right? That that assumes that that’s a face to face meeting, yes, okay, but here’s the difference and, you know, we’ve had people say, boy, that number that numbers, so we have to make two hundred visits. Well, the only way you get credit for a fund-raising visit is that you have an actual discussion about a major gift, and in fact, all of our folks are supposed to call and say i would like to come and talk to you about your philanthropic relationship with the university of pittsburgh. So these aren’t alumni visits. These aren’t people you casually run into at a football game or a basketball game. We still count those, but you don’t get credit. We’ve got you know, we’ve got a staff that actually vets all the contact reports, determine whether you get credit or not for that visit i used to be a planned e-giving director at two colleges before i before i became a plan giving consultant. Yeah, i do. I do play e-giving telling now, but i used to be plain giving director i i’m trying to decide whether i would have loved this or hated it. I think it’s i think i would have loved it because i kind of like the office competition. Although buy-in both these shops, i had started the plan giving program, so there was no other planned e-giving fundraiser. But i mean, you could. I’m sure we could have worked out a way of comparing my work to that of frontline major gift officers, but sure. Okay, now i think i would have i don’t know if i would have succeeded, but i think i would have liked it. I don’t know. I might have been out after three years. Why did yu let’s turn to lose? But is why? Why a thirty six month average? And and also, how does that work? If someone goes out on maternity leave or or family medical leave or, you know, has an injury or something like that. But first, why the why the thirty six months? We felt like three year rolling average was a great way to measure exceptional performance and that you’re not relying on a successful year and you’re not relying on a particularly poor year, either. So for example, let’s say, ah, major gift officer has ah, year where they raised one point, one point, one million dollars it’s a great fund-raising year well, then, if you take the three year rolling average, you can’t just do nothing for the next two years and and know that you’re going to get promoted. There’s still work to be done? Um, so and on the flip side, if you have a year where you raise only two hundred thousand dollars, you still have plenty of time to make it up, so we thought it was fair in that sense. Um, the thirty six months is what hr helped us to find us as active employment, so if they are, go on maternity leave, for example, essentially their performance cycle thes thirty six months pause and it picks right back-up and thirty six months so that’s, another thing that i want to mention is that we don’t run on the fiscal year, for example, we run on a calendar year from the date of their hyre they’re hired on march first, they’re judged on twelve year cycle for a year, one from march first to march first. So if they were to go on maternity leave on march first and then it would pause for the next three months, it would then pick up on june first, and that would be the end of their very six months, if that makes it okay. So each each person’s anniversary is the date of hyre correct and and there’s a if there’s a chunk missing for medical leave or whatever, then you would just tack on more time at the end. You got it. Okay, okay. Does that does that trouble you at all that or how did you think through this one? Everybody’s got a different anniversary date. I mean, putting aside the record keeping well, we’ll get to that. I mean, that’s a ministerial we could deal with that. But the different people have different anniversaries when they’re thirty six months is up. Does that? Does that concern fundraisers at all? Is that concern you? Well, i think that they believe that that’s actually extremely. Fair um, so let’s say you start in september if you were running on a fiscal year, you’ve only got nine months of performance, so at the end of three fiscal years, you actually haven’t worked for thirty six months. You’ve worked for thirty three months this way, your guarantee that you get the full thirty six months for your promotional review, and, uh, from what i know from the folks who who work here and now live under this, they love the certainty of all this, they know when they’re going to be up for a promotional review, which almost never exists in any organisation i worked at before, one of which was carnegie mellon. You’ve got voodoo, you’ve got booted out all for emotion. No review was something that you might ask your supervisor. Hey, i’ve been doing pretty good for two years, you know, when you’re going to look at, you know, what else can i be? How can i be promoted? And that was always this foggy kind of answer this way. They know at the end of that thirty six months they’re going to sit down and they’re going to be able to review their last three years of work. I’m sorry. You got booted out of carnegie mellon. Pardon? I said, i’m sorry you got booted out of carnegie mellon. Yeah, well, they had crazy ideas. Okay? I’m so uncertain. That didn’t happen. So so is there not a performance evaluation? Interim during the thirty six months there is there’s still an annual praise a ll, um and and that’s kind of the more, um, qualitative way of looking at this. So each annual appraisal has five performance factors, and these performance factors are what we’ve identified to be an exceptional individual, major gift officer. They are perseverance, problem solving, functional technical skills, interpersonal communication and kind of most importantly, donor focus. So that it’s not just about the numbers and i will and i when i would like to say that individual major guest officers tend to be numbers driven people. And they like this career ladder because it’s very transparent and it’s very numbers driven. But to us, it’s not just about the numbers to us, it’s about ensuring that there still meeting the needs of the donor and these annual appraisals help us determine that there still totally donor-centric now i would think that even in these annual appraisal, though, you’re you’re evaluating the a reviewing with the fundraiser, their performance, how they’re doing time versus goal over there for their thirty six month period. Yep, you got it. Okay, so there’s that there’s that too. But but okay, but also call it a more qualitative assessment than than the thirty six months which would be that’s, that’s, pretty quantitative and numerical in the thirty six month review. Okay, well, the thirty six month review so here’s how it fits together, tony. All right, so at the end of the thirty six months so everybody every morning gets there gets their current running total on their screen so they know exactly where they stand. Oh, my, everyone. So at the end of the first year, they will get their current totals and there their average at the end of the second year, they’ll get their current total stand. How that averages so they’re always they always know how hard they have to be working to get where they need to get. Okay? And that becomes that’s important because when they sit down for there promotional review their very well aware of whether or not they’re going to make it or not, the others the numbers there, right? You have seen it and seen it every day during your appraisals, you cannot have needs improvement in any aspect. If you get it needs approval, you will not be promoted because exceptional employees don’t need to improve on one of these five aspects, right? And the biggest one that trips everybody up dysfunctional technical skills. Handup uh, one of the things that’s functional technical skill is putting accurate information and timely in a timely manner on what you’re doing. And so we just have some folks who simply can’t get around to port again trip reports, or they put in inaccurate trip reports, and so they get a needs improvement, and therefore they don’t get promoted because they’re not exception, i see, right? Even if, even if the numbers are there, even if the numbers you can’t need, you can’t need improvement in any of the five qualitative areas that liz mentioned. All right, so what’s the problem with the trip report? I mean, i that that used to be really valuable to me when i came back. Although, you know, if you get behind, then you’re really screwed because you have to forget and hopefully had decent notes. But but okay, we just have about two minutes before a break, but that that’s what? You’d be surprised. How long? Two minutes last. What? What trips people up with the use of inaccurate tripp reports? Like, how does that happen? One of the things that the one of the rules is that one of the only way you could get counted for a credit for a fund-raising visit one of the fifty six is you have to enter a next task. So a lot of folks, not a lot of folks, but there are those people who go to the visit and don’t think about what they’re going to do next. And so, over time, these people who are actually competent fundraisers, all right, they meet their basic numbers. They get a backlog of information that they owe us, and they never catch up. Yeah, i mean, they never catch up. Now, if you keeping up with your visits yeah. It’s it’s hard plus, you know, administrative tasks and things. I definitely if you get yeah. Like i said, if you get behind and you agree, right? Would you have just a minute? Liz, what happens if i come to you and tell you i got an offer at a competing? I got it. I got offered carnegie mellon. And not surprisingly, you know, they’re going to pay me one half times what i’m making at pitt. How does that fit into the career ladder? What kind of nice about the career ladder is that we can say to that employee? Well, this is where we value. This is where we see you. This is where our our standards are. And this is where we see you at pitt. So if you feel that that a move to carnegie mellon or to wherever is the appropriate step for you at this time, we’re sorry to see you go, but this is where we value you. Okay? This being your current salary, we’re not current. We’re not matching. We’re not matching competing offers. No. Right? Ok. All right. Sounds fair. We got more coming up. Of course, we’re going to talk a little about the ethics of of all this and maybe get some dahna reactions as well and talk about the infrastructure you gotta have a lot more coming up. Stay with us. In the meantime, i need to talk about pursuing because they’re a very smart company and, well, they sponsor non-profit radio. So there you go, that is de facto they’re smart company if you need more than that, they rely on data not unlike what we’re talking about with david liz that pit on dh technology metrics analysis, they’re not basing you’re fund-raising on tradition and popular wisdom that gets propagated at a fundraising conferences there’s too much of that around, you need to be smart and analytical and measure and then learn from what you’re measuring and that’s. What pursuing is about, um, for instance, the prospector platform that they have, which uses your data and, of course, supplements it with their algorithms to find your upgrade ready donors who should you be spending time talking to about upgrading from a thousand dollars a year to five thousand dollars a year, or half a million dollars a year, or half a million dollars last major gift to three quarters or a million dollar gift this time, whatever level you’re at, whatever size your shop, they’re going to apply prospector platform and its algorithms to your data and help you. Find the people target the people you should be spending time talking about with around upgrading their giving. It’s all at pursuant dot com i was at the non-profit technology conference back in march, interviewing speakers. I used all those interviews on non-profit radio you’ve been hearing for the past several months, we also shot video of those interviews and now it’s about time. Um, the videos are coming online, we’re going to start putting them on my youtube channel. The first four is up already, and it includes our contributor, amy sample ward, who is the ceo of non-profit technology network, which, by the way, is an excellent organization around using technology smartly in your non-profit and you know, her she’s on every month talking about social media so that’s, one of the four videos that’s up the the others are previewed on my video and of course, their links to all for anti seizure goes and there are more to come because i did twenty five interviews that ntcdinosaur year so there’s, a lot more video to come and that is tony’s take two for friday, twenty eighth of august thirty fourth show of this year. David liz, you’re still with us, right? Yes. Ok. You ok? Thank you. I know you were seven. Sam, let me know, but i just like to say a little affirmation. Um, let’s. See, i don’t know who wants to talk about this there’s? Not really too much. But i just wanted to make it clear when you talk about incentive pay, i think there’s a possibility that people might be thinking of the ethical considerations and constraints that the association of fund-raising professionals f has. And the relevant sort of passages, i guess are that members of a f p shell not accept compensation or enter into a contract that is based on a percentage of contributions. Nor shall members except finder’s for your contingent fees. Well, this clearly that’s that’s really not that’s, not what’s going on here, right? Right. That’s not what’s going on. And there is no relationship between the amount of money anybody raises and there increase in salary. So this is not a okay. You did really good this year. So here’s twenty thousand dollars based on one percent of your increases. This is an actual an actual increase in their salary, their annual salary level and hr work with us to ensure that that compensation levels stayed within the university’s ranges for jobs. That were classified like our jobs were classified and hr actually had no problem with this. We thought that would be a stumbling block, but they really didn’t see a problem with that. Because, you know, the alternative is that people walk in and say, i have an offer from cmu and it’s one and a half times what you’re paying me and what are you going to do and a most instant? Most places that i know and i’ve worked for a bunch of folks sit around a table and say, what do we want to keep that person or not? And, you know, that’s, basically what it’s, what it’s, what it’s, based on right, and they kick it up, and so that drives a long term that drives your cost over because it’s, not controllable, it’s, not predictable and it’s hard to set up long term budgets when you say fifteen percent of the people in our community and asked for more money. So ethic but we’re trying to do is say to somebody, if you, uh, you have a career here and there is a a future that you can envision based on your performance. All right. What has the fundraiser reaction been now since since january? And neither one of you wants to commented did well, i can let me talk about two examples without naming any of the school’s involved. We hired someone from an ivy league school, and she basically said that she had no idea how she would get promoted at the school. She was that she had never seen anything like the career ladder where it says, if you do these things every three years, we’re going to look at the possibility of promoting you within the major gift class, so that made us feel really good, you know that someone from an ivy league school thought this was great? Um and we, you know, recently hired someone for from a private school who also said the same thing now what’s nice about the career ladder is we were able to bring that person in at a four because she had ten years of experience as a major give fund-raising yes, so we’re not limited to just bringing people in in one. And when we sent the numbers over to h r, they said, well, that person fits exactly into who we defined as a four so we don’t have any problem with that compensation, and it actually worked out wonderfully dahna and most people when we come in and handed this booklet during the interview, they’re just amazed that that this thing has been thought out to the details been thought out, has anybody? Ah, i’m going to challenge us to see on the other side has anybody either applicant or employees. When it was implemented, i objected and on departed because of it, no one’s left yet, okay and apprehend list as you’re interviewing applicants, potential fundraisers, anybody said, i don’t think this works for me again. I mean, the young applicants are mother of their millennials or it’s a generational thing, you know, they want to know what their future is going to be like in an organization, and so most of them are very appreciative that we’ve kind of thought it through another existing staff. You know, the reaction has been very positive and i think it’s in large part because it’s so transparent, all right? And yes, it sze clear everyone everyone knows they’ve been knows that i think that he knows the state level of trust. That this engenders it is very powerful for, you know, a group of fundraisers and, uh, one more point on that is we’ve had three promotional reviews two uh, managed to make the jump to another level, and one did so that’s the way it goes, right? All right. And the one who didn’t well, let’s not say his or her name, but nobody listens to this show, so it really doesn’t matter. You don’t worry about that, but the okay, so for people who don’t make the so then they’re still retained a t organization. Yes, there’s capped and now we’re going in thirty six months will look att promoting you the possibility of promoting you again? No, actually that’s not the way it works, the way it works is what we do is we drop off the first year of their three year total and their scent in their third year again, so i don’t understand that what you mean? Ok, so the person who came up had worked here for three years and he didn’t make it. So what happens is we then say, we’re going to take all the Numbers from year 1 and drop him. And now you are in your new third year so you can come up again on your next anniversary. Oh, in one year. Okay, so i’m now right. I’ve now finished my second year and i’m entering my third because we drop the first one off. Yes. Okay. Well, that’s good. Presumably they’re getting better if you had a great, great first here and then you went down that’s not that doesn’t work to your advantage, but presumably fundraisers are improving. Not always, though you might have, you might have a spike one year and and not be able to match it in. You’re too, but that happens a lot. Yeah, on the other thing that’s important about all this is when you move from a one to two, all your previous numbers is zeroed out so you don’t carry those successes forward. In terms of the career ladder, you carry the prospects forward, but those numbers disappear. And so now you’re starting from ground zero again. Yeah, so, you know, it seems like, oh, wow, you know, all these people getting promoted over and over again, but in fact they won’t be because now they’ve gotta prove that they’re exceptional with the other level. And now they have to raise more money because we paid them or so they have to raise more money. And they have to do even better to be exceptional at that level. Yeah. Give us a sense of what the percentage increases from fromthe levels. Can you can you do that? Yeah, we could do that. It’s. I’m going to say it’s between ten and twenty percent. Okay, across all the levels, do you think? Oh, yeah, yeah, yeah. Okay. Yeah. Um, but that’s. Yeah, but here’s here’s the thing the university of pittsburgh has given out a raise of one point. Five percent for the last three years. Pary here. Right. So that’s, half percent over over three years. And you have the chance to go somewhere between ten and twenty. Yeah. Yeah. Ok. Yeah. That makes sense. It should. Your exceptional. You’re only being promoted your exceptional so exceptional peoples get the exceptional increases. Let’s. Move to the social infrastructure. Little record keeping well, ministerial stuff. What do you what do you need to put in place if you’re if you’re goingto take this on? Well, the first thing you need is some way to validate and verify all the information that goes into counting all these things you’re supposed to count, right? Almost everybody has that. What we have is we have two people who are assigned. Do as i say, validate all the information it goes in. So, you know, that becomes very important. The second thing is evaluation of gifts on some gifts. We have a sliding scale. Um, so certain request, depending on the age of the person, are not going to be valued at one hundred percent. Yes. Okay, uh, you know, so, you know, you want to be fair about these insurance policies that university doesn’t? Oh, are not valued at all our credit. It all right? Because that’s that’s rather krauz remainders knew all those things have have values based on, uh, you know, kind of the standard way of valuing things in the campaign. Right? In other words, all those numbers have to be validated. In other words, they’ve planned giving is getting screwed. That’s what’s happening because i could really i could get lots of bequests. But bequests are revocable and yeah, is there an age? At which a bequest would count at maybe not at not a future value. If the person reveals the amount. That’s just first of all, let’s. See if you think it’s i think it’s, i think it’s. So i have this thing here. Got sixty five. They get one hundred percent information. Okay, let’s, just let’s. Just passed it on age sixty five. Okay, so requests, if they’re over sixty five hundred, chancellor, if they’re under sixty five to get a five percent discount per year to the age fifty five. Okay. That’s, actually. Pretty generous, by the way, liz, that already? I think so. Liz had provided that about thirty seconds ago. But that’s all right, there. Um ah, yeah. That’s. Pretty generous. I was thinking more like seventy or seventy five. Wow. So full face value for aged sixty five. Ok. I think you bring pretty generous there. That’s. That’s. Very nice. Now that that presumes that, of course, the plan giving donors is willing to reveal the amount a lot. A lot would rather not. And it’s also put some pressure on the plan, giving officers to inquire right? And of course, they need what we call. Letter of testamentary intent. Yes, it’s got to be something in writing, okay? And there’s. So you’re not discounting the fact that this remains a revocable gift? No. Okay, but you are discounting that on the life insurance side. You said if it’s a life insurance beneficiary there’s no credit now the university’s nifty insurance is owned by the donor and doesn’t transfer the ownership to the university. Right? Right. That’s that’s the problem, right? The university’s just named as beneficiary, right? Okay. And that that doesn’t count. There’s no credit for that. That beneficiary designation. And i’ll tell you what you know, one of the things that scare one of these things came about is is, you know, meeting with someone who says, well, you know, i’m with this i’m with this corporation and i’m on the board, and so i’m going to put you in this a beneficial for the corporation, all right? On the key map, they’re not key, man. You know what they allow you to do that we’ve had those things just disappear when the corporation disappears. Most recently what? Hines when it was bought. Oh, heinz, of course. Very big in pittsburgh. Yeah, yeah. Okay, i could see that on the corporate policy said, okay, because i’m if i was one of your plan giving officers, i would i would question that life insurance beneficiary designation. If i got it, i got a letter that says, you’re a beneficiary of my life insurance policy and, of course, that share the beneficiary designation form. You don’t see that is equivalent teo to a request for a sixty five year old no, no, okay, go, we’ll take a break, not because of that, not because that the screaming with the break was coming anyway. You’re not cut off, don’t worry, stay with us, okay, okay. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked, and levine from new york universities heimans center on philantech tony tweets to, he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti m a r t i g e n e t t i remember there’s a g before the end, he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Buy-in top trends sound advice. That’s tony martignetti, yeah, that’s. Tony martignetti non-profit radio. And i’m travis frazier from united way of new york city, and i’m michelle walls from the us fund for unicef. Lest you thought that i forgot about live listener love, certainly i did not. We can’t can’t send live listen live by city and state today because they because we are he recorded where we can advance, but of course the love goes out to each live listener. I just don’t know exactly where you are. Podcast pleasantries those listening in the time shift over ten thousand of you, wherever you are, whatever you’re doing as you’re listening pleasantries out toe all the vast podcast listeners and those very important affiliate affections our am and fm stations across the country, there may be ten thousand affiliate listeners who knows? I don’t really know the stations don’t have the ppm data, so maybe there’s no, maybe there’s another ten thousand, who knows? But anyway, however many however few affiliate affections out to our am and fm station listeners. Liz let’s, let’s bring you back to the to the conversation. Is there anything more that you want to tell us about sort of infrastructure that it has to be in place to make this career ladder of success? Yeah, i think what’s important is is looking a little bit at your own. Analytics. Um, so we talked a little bit about, you know, pits Numbers 45 visits fund-raising hundred thousand six agreement sent etcetera those numbers were not thought off the top of our heads are plucked from the sky we used data from our own individual major gift officers going back far fifteen years individual gift officers that were that have a very exceptional record individual gift officers that didn’t and came up with the numbers looking at the data that way so i think it’s important to tell your listeners that if they’re thinking about using a career ladder as a model for individual gift officers that it’s important to kind of examine your organization and and and what kind of data makes sense for you and looking at your own analytic and what those analytics tell you all right dave, anything, anything more you want to contribute to the to the infrastructure question? Well, i think that when you said when you set this up, you have to have some set of folks who are worried about the impending review dates so that all the information is gathered together. All the information is is put together that you do this in sufficient time so that any increase in pay is cleared by hr and buy your vice chancellor. You know, these big organizations, uh, you know, the cat time seems to creep up on you will be sitting there, especially the first two we did after january, you know, the place was basically more or less closed christmas spray, and suddenly you’re coming up on this deadline that you have to meet, and you’ve got it, you’ve got to be ahead of that, so you have to have people care about it and our curating the information, and then you’ve got to get everything in line with all the people have to know you’re going to do this so that when the person comes in, you basically handed the letter says congratulations or we’re sorry that it didn’t work. This time, but yeah, i mean it’s, not the kind of it doesn’t run on its own. Okay? And that’s actually could play into the the hands of small and midsize shops advantageously because they don’t have different levels. They may not even have a person who manages hr. It might be the it might be the executive director taking care of hr so you don’t have to. You have to worry about getting that. I guess that administrative buy-in we’re talking about a leaner organization. So there may be advantages there, making it a little easier to create something like this. Yeah, definitely. I mean, once you decide once, once you decide would exceptional means, uh, then i think that’s the big that’s, the big leap. Okay, what does it mean to be exceptional? And when you determine what it means to be exceptional, what happened? Whether you have three, four, seven, eight however many criteria you have, our metrics you have, you know, it could be managed in any sign shop, but i think where becomes difficulty is where, uh, you don’t really identify what exceptional performances. And, of course, liz, you made the point that it should come from your own data, your own analytics, not from some benchmarking survey of what’s, typical in organizations of your size or something like that. That’s. Exactly right. I mean, you know, when we look at pitt, or if you look at harvard, those that data might look completely different. Um, and so, i think, it’s, beneficial tio to look within your own organisation, because you really can’t control where the numbers fall. When it’s your own data. Yeah, yeah. How about ah approval for this, david? Was this something that that needed to reach the board or no? Well, actually, this needed to work its way up through the chancellor’s office. Okay, jess, um, yeah. So we started hr and, uh uh, it was approved by hr after months and months of work. And then it went up to the chancellor’s chief of staff and then that’s at the level at which it was approved. I was thinking that for a smaller, much smaller organization or non-profit this might go to the board. All right? Yeah, i was wondering presentation aboard because it has somewhat of an effect on the budget. But it’s not it’s, not as overwhelming as you thinking. Here’s actually, advantage. If i have one minute, this is this is very interesting. You have actually, you have just about a minute. All right, i’m on it. So, uh, remember that we have these folks who are scattered all the way through the year, and so from a budget standpoint, the actual amount in that year that they’re going to make might be cut by fifty percent. In other words, the actual outlay. Because hyre of when? They started. So, you know, the way it works is that you actually have. We have the three year anniversary date for twelve people already calculate. So we can estimate based on the numbers that we have thus far, what the cost in the budget would be over the next three to four years, which is really from a budgeting standpoint. Really? Value? Yes, i see the value. That. Okay. All right. We have to leave that there. Liz. I don’t know if you are aware dave volunteered you oftheir to accept questions that people listeners might have. Are you willing? Are you, in fact ah, consenting to that? They’re more than welcome to e mail me at sea lives at pit p i t dot edu see liz at p i t dot edu. Yeah. All right. We have to leave it there, and i want to thank you both david and liz, thanks so much for sharing everything. Thank you, tony. Appreciate a real pleasure. Okay, buy-in, if you missed any part of today’s show, you will find it. Where else? Tony martignetti dot com. In fact, where in the world else would you go pursuant? Full service. Fund-raising you’ll raise airplane loads more money, and i’m not talking about those two seater piper cubs like you see in the local county airport. I’m talking dreamliners seven eighty sevens, like emirates flies with the studio apartments in first class that have showers and double beds filled with money. Pursuant dot com. Our creative producers, claire meyerhoff, janice taylor is no. Sam liebowitz is the line producer today who writes this copy. I wish i had an intern to blame. The show’s social media is by susan chavez, susan chavez, dot com and our music is by scott stein. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. 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