Start your Planned Giving program with charitable bequests, the most popular planned gift.
Category Archives: Fundraising Fundamentals
Nonprofit Radio for July 31, 2015: People Far Away & Files Far Away
Big Nonprofit Ideas for the Other 95%
I love our new sponsor!
Do you want to find more prospects & raise more money? Pursuant is a full-service fundraising agency, leveraging data & technology.
Listen Live or Archive:
- On Fridays at 1pm Eastern: Talking Alternative Radio and tune in.
- Listen to the July 31, 2015 archived podcast.
My Guests:
Lisa Jervis & Jeanine Shimatsu: People Far Away
Distance collaboration—whether a single co-worker telecommutes two days a week or you’ve got offices across multiple time zones—isn’t as easy as vendors would have you think. Let’s talk tools, work habits and organizational practices. Lisa Jervis is principal consultant at Information Ecology and Jeanine Shimatsu is IT specialist for Forward Together. We talked at NTC, the Nonprofit Technology Conference, hosted by Nonprofit Technology Network (NTEN).
Tom Moberg: Files Far Away
Moving your files to the cloud presents options, obstacles and obligations (don’t make your staff cry!). Tom Moberg, independent strategic technology consultant, talks us through. This is also from NTC.
Top Trends. Sound Advice. Lively Conversation.
You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.
If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.
I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.
Sponsored by:
Processed on: 2018-11-11T23:20:47.815Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2015…07…251_tony_martignetti_nonprofit_radio_20150731.mp3.245336423.json
Path to text: transcripts/2015/07/251_tony_martignetti_nonprofit_radio_20150731.txt
Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host. Oh my goodness! What a terrific fun show last week! I hope you’ve heard it by now. If you weren’t with me live, i hope you were there. It was great fun loved it two hundred fiftieth last week and i’m glad you’re with me this week, i’d be stricken with familial advomatic polly pope says if i had to digest the fact that you missed today’s, show people far away distance collaboration, whether a single coworker telecommutes two days a week or you’ve got offices across multiple time zones, this isn’t as easy as vendors would have you think let’s talk tools, work habits and organizational practices. Lisa jervis is principal consultant at information ecology and janine shimatsu is it specialist for forward? Together, we talked at ntcdinosaur non-profit technology conference, hosted by non-profit technology network and ten and files far away. Moving your files to the cloud presents options, obstacles and obligations like don’t make your staff cry. Tom oberg is independent strategic technology consultant, and he talks us through files far away. This is also from auntie si on tony’s take to charity registration, responsive by pursuant full service fund-raising you need more prospects there, smart technology will find them pursuant. Dot com here are lisa jervis and janine shimatsu from ntcdinosaur welcome to tony martignetti non-profit radio coverage of non-profit technology conference twenty fifteen we’re at the austin, texas, convention center my guests are lisa jervis and janine shimatsu their workshop topic is effective distance collaboration hint it’s more complicated than vendors like to admit. Lisa jervis sitting closest to me is principal consultant for information ecology and janine shimatsu is specialist at forward together. Ladies welcome. Thank you. Thanks for having us should have you both. Thank you, lisa, why don’t you get us started? What? What? What are non-profits not really thinking strategically about when they need to collaborate in a virtual office? Sure. Well, let me tell you a little story that i think is representative of a lot of people’s experience. Love story. I got interested in distance collaboration back in two thousand nine, i was working as the operations director for an organisation in oakland, california called the center for media justice. We had seven staff and one location. We just all worked in our office, and that was that. And then we hired someone who lived in chicago, and my edie said to me, so next week amalia needs to be on staff meeting, so figure out how to make that happen. And i was like, oh, oh, i have to think about how to make this happen. We now have this whole employee who lives elsewhere and, you know, so i was like, well, this is easy. We’ll just have her call in to the conference phone. And so every week we start having these staff meetings where the seven of us would sit around the table and look at the conference bone call amalia, talk to us and we, you know, and we kind of stopped talking to each other and started all talking to the phone. And, you know, i just i started noticing all of these ways in which our work was going to have to change in order to accommodate this one new staff person we kept growing. We eventually grew to two offices and ten staff, and that staff included two people who work remotely in neither of the offices so way. Started to want to see each other in our staff meetings. We had people who could not get files because the vpn wasn’t very effective and they couldn’t access the file server. You know, there was just this full constellation of needs that duitz we ii as the operations person had not had an opportunity to philly. Think through because, you know, the was like we heard this person let’s just, you know, go and include her in things now and was like, oh, well, there’s a whole set of issues to think about janine, why don’t you help us out? What are what are some of the things we should be thinking about? Oh, and we have plenty of time together, so we’ll be able to talk about them. But just as an overview. What? Where where should we be thinking? In terms of in general. Yeah, well, there are a lot of components of effective distance collaboration. There is not only the conference in peace that we started talking about. There’s also file sharing. There is also chadband calendars. How we manage email. There are a whole there’s a whole gambit of stuff where things can go right. But also where they could go wrong and it’s really, really important for organisations to know what their needs are and to be able to meet those needs. Ok? And i’m it sounds like the organization should be thinking more than a week in advance uh, from lisa’s story well, at least to talk about her stories, but but more than a week is probably a good idea. It is a good idea, although that’s not always the way it happens, because as lisa was sharing that story, i was just laughing because very recently, i just found out that one of our staff, people who work from home just moved and i didn’t find out until after they moved that they’re no longer located in new york, they’re located in los angeles, and that has a whole other has a lot of implications, such as internet connection and all this i don’t know if they’re living with you, alan, if they are renting or what’s, the situation with their landler is, like or any of these things that would really affect how they’re going to be working with the rest of staff. How it’s going toe play into the system that we already have developed on dso yeah, more than a week or a day would be great. Okay. Okay. Lisa let’s, come back. What? Where? How do we break this down? What should we be thinking about? Sure. We’re planning either bring someone in or yeah, i mean, o r we’re a virtual organization now, and we don’t feel like we’re doing it very smartly. Sure. Well, there’s one main overarching consideration that i think that people often don’t realize. And it has to do with the way that the business press and a lot of collaboration tool vendors talk about remote work there, like, just get a good internet connection and our software, and nothing will change and you’ll be able to do everything. And, you know, the reality is that things will have to change and things there’s overhead involved in remote work. And if you don’t plan for it in your organizational plans in your meaning agendas and in your individual work plans, then you won’t actually have enough time to accomplish the work that you had planned to dio. And so i think the most important thing is just to remember to build in that overhead into all of your plans as faras specific areas of work, there’s, kind of three main aspects, there’s meetings, then there’s file sharing. And then they’re well, yeah, i mean, janine took a whole bunch of stuff. Calendar, chat, email, file sharing conferencing, yeah, yeah, and then there’s, the process of kind of and a separate piece ofwork. Just choosing your tools and making agreements together as an organization about how they’re going to be used. Okay, now, jean let’s, go back to your i thought email was an interesting one. Why, i mean, email. Seems to me to be a fine distance tool without needing any planning. What am i missing? Well, the email is a great tool, and it doesn’t always work the same in all organizations. And i think, culturally are. My organization in particular, uses e mail a lot, especially because we do have a lot of people who don’t work in the same office. You can’t do the same. Drop by, and you can respond whenever you want and that’s. Great. Um, email. I think protocols need to be set for email in terms of setting expectations with other people internally with what is appropriate and how your staff is going to work best, just as with any other form of communication. What are some ideas you have around what these protocols should be? Um well. That’s great. I’m gonna think about that. Okay, back, teo. I mean, i have i have an answer a little bit. I mean, it does depend on the organization. It really is just about making agreements about what’s reasonable and what works for for the staff. I mean, in one organization that i worked in, we had a twenty four hour turnaround time agreement for internal emails. But if you needed something faster than that, you had to use another method. It was an agreement that we made as a staff that for emergencies, you will text or chat or call, you know, because those air, more immediate things, like people were not expected to be on their email, you know, within five minutes. And so you just couldn’t email about goings, and then i’m thinking, two security is that that’s an issue for people who are remote email preservation? I mean, these things well, it’s, just as we thought about security, yes, i mean, absolute security is an issue, whether your remote or not, but it certainly plays into very much what tools you select, who you’re willing tohave host your files. How you’re going to protect those files. What kind of configuration tresses you need, and so in-kind of determining what i like to call on organizations, collaboration, profile. Um, security security needs a really important part of that. Okay, 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. Dahna what’s this collaboration profile. What is that? Well, basically involves assessing your organization to help you choose and configure your tools and make these kinds of communication agreements. And so, you know, because not every organization is going to have the same needs and so questions to consider our you know, how many staff do you have? How many time zones are you working across? How many different roles are functions? Are people fulfilling? Is it just staff that your systems are going to be set up for? Or is it do you also need to include program participants are volunteers in your information systems, you know? And then there are some organizational culture. Things like janine was getting at about, you know, is email going to be the best way i would like to be on the phone or, you know, those kinds of work style questions. And then, as you noted, their security security questions, like, what kinds of information are we storing in transferring? Does it contain any personally identifiable information that may need to be protected and, you know, subject to regulate regulations like hippa or others, you know, is your organization or are your partners? And participants potentially targets of information breach attempts by political enemies. I mean, it sounds a little weird, and i don’t think that but it’s really, depending on the kind of work you’re doing exactly very real. Exactly. So that’s all all of those factors go into choosing. What are the most appropriate tools? Okay. Your communications protocol? Yes. Okay, janine, you want to take us to one of the other one of the topics you mentioned, like conferencing or file sharing or calendars? Uh, let’s talk about calendar going ok, please do i love calendars? My organization works in three different time zones right now, and, uh, we are currently using google calendars, and but i think the same principles that i’m about to talk about what applied teo, if you’re using outlook or many of the other calendar ring systems that are available. But i really can’t imagine being ableto work with other people, especially across geography, without being able tio very quickly and very effectively see when people are available and, you know, not have to like talk about negotiate meeting time. And you can also get us not only when people are available, but you can. Also, get a glance of what people are doing, and you get so much information from being able to view someone’s calendar um, sametz it’s okay, anything you want to add on a calendar, i mean, just that it’s sometimes it can be a struggle to actually get people to use an electoral elektronik counter that’s, not your organization or culture. And so that’s one of the changes that you’re really gonna have too many murders, there was a heavy side were story around that are well, yeah, i do have a story around that, actually, because when we moved over to using teo for when we moved over to having our entire organization using the calendar, it was a bit of ah, push because people are really attached to their paper calendars. There’s something about having the tactile feel, a planner that people really didn’t want to let go of and even still, you know, r executive director, she doesn’t manage her own calendar and that’s, this is kind of a system where everyone has to participate. Otherwise it doesn’t work, and we only have one exception and it’s because that staff person has an entirely other staff person. To manage a calendar for her s o it really does. That is this is somewhere it’s great. And also you need everyone’s cooperation with it for it to work. Okay, let’s, look at, uh, what about file sharing? That sounds like a pretty big, pretty big topic. I want to start off. File sharing doesn’t matter. I mean, you’ve just gone through this big file sharing change, okay, so my organization was using an internally managed file server and we’ve grown a lot over the past few years. So before really similar to what lisa had described earlier, we were one location with one person working out of their home office, and they would connect into the server via a vpn and it was okay. But as we’ve grown over the past few years, we’ve expanded into a satellite office, three different time zones, and now a third of our staff are working outside of that main office and the connection people were just not able to access their files, and it was just really, really awful sze really difficult for people. And so we we made the decision to move teo cloud file sharing it’s been a really good decision for us, especially because hyre, you know, it’s, our remote staffer, just so thrilled. It is a transition that required a lot of communication with staff and training and ongoing support. So even though our migration is done, the work is certainly not over with it. And it’s definitely that situation where it was not as easy as the vendor head or originally express there’s a lot more that went into it way have to think a lot about the learning curve. Yes, on dh training time, etcetera. Good. Well, that these the learning curve in the training are very important, but it’s also really changing people’s habits about where they keep their files. I mean, if you have a situation like that janine’s organization where you can’t access the vpn reliably so you just start storing all of your working documents on your hard drive. Then when you fixed the situation and get a centralized file repository that works, people are still in the habit of keeping things locally and getting them to remember to file documents centrally when they’re finished getting them, too. Be familiar with e centralized file structure so they can find the things they need, getting them out of the habit. I mean, i don’t know if this was happening to eugene, but when i was the operations director in this kind of situation i would get requests for from people for me to go on the server and email them. A file if they were outside the office and as you can imagine, that’s a it’s, a it’s challenging from a time management perspective for everyone to have to do that. But once people are in the habit of it, it could be hard to get them to stop. Okay. That’s. Excellent. That’s encouraging. How do we how do we get the the universal buy-in that we need? Janine? You mentioned it for the calendar ring. Essential, but obviously essential for file sharing, too. I’m thinking mostly of the structure. Like somebody some. Maybe you do this collaboratively. You come up with the literal file structure or does one person impose it and say this way? Believe this. I believe this makes the most sense. And so please comply. Oh, man. I mean that’s a really hard one. What did your tio thoughts? Well, when i initially started this conversation with people on the organization, i asked them what, in an ideal situation, what would they get out? What would they be able to do? What would be a great situation for them? And i think by starting the conversation that way, people felt like they had some say and then whatever the new solution, wass and not only that it really helped that i had buy-in fromthe leadership at my organization, there was a very clear signal to staff that this is the direction that we were going in, and people have to get on the bus, so yeah, okay, so some collaboration and some some input gathering, but in the end, somebody’s gotta decide and everybody’s gotta gotta agree pretty much. I mean, participate, even if you don’t agree. Yeah, yeah, disagree and commit is okay, but i think that i mean, what i have, what i often recommend two clients is that one person, the kind of the point person on the file migration project, whoever that is, should be someone who is really familiar with all of the organizational files, and they kind of come up with the top level structure that makes sense and is aligned with the way the organization works. But then, as you drill down deeper, you know, everyone people have tohave dominion and control over their most direct area of work files, because if you try to impose a taxonomy on people and it doesn’t work for them, it’s chaos and they will rebel, so autonomy is important, okay, at least at the the more granular level. Yes, ok, yeah, i mean, the important thing is really that there are some principles that are clear and communicate a ble to everyone. You’re never everywhere. Clients always come to me and say, we want an intuitive file directory and it’s like, well, you can’t have that, because what’s intuitive for one person is not into it for somebody else to, as long as you’re working off some clear principles that everyone can agree on. That’s what you want, four. Okay, gene, anything you want to add to the file sharing conversation. All right, now think. Well, we have child jack, one of the issues around chatting some people don’t like to log in to chat, you know? And i think that for me and the organizations that i’ve worked in the most effective uses of chat or when people are just in the habit of logging in in the morning so they have theirs, the presence, visibility indicator, you know, i’m here, i’m not here yet, i’m in a meeting, you know, and that is a really, really easy way to communicate your co workers where you are and if you’re available. But again, it’s a big habit shift for some people. I mean, i was doing in-kind part time gig at a very, very large organization with two offices and like, i mean, twenty thousand people in the whole organization and a hundred people in my kind of immediate department, and there were a few people who just never logged and it’s, like i saw this person i know she’s here, but her chad says that she is, you know, presence unknown, and so, you know, you can’t make people, unfortunately, what do you end up doing? And this could have lied beyond chat. Any of the any of the areas. We’re talking about. What you do with the people who are recalcitrant. Anybody who has a suggestion, what do you do? I mean, there’s a whole methodology of change management. I mean, it’s a whole field of study. And so i think that, like, any technology project, but particularly justin collaboration, really delving into change management and having a plan for it, which involves communication training, reinforcement oppcoll, you know, it’s it’s complicated. Okay, well, that’s, that’s an important thing to know anything more gin, anyone i’ll just echo that nothing people to change their habits is really it can be really difficult. Or, you know, a lot of times people at my organisation will log in, but they won’t update statuses, so oh, i’ll just wonder, wow, is that person unavailable all day? All day there and available? I’m not going to be interrupting them and something really important if i i am not, um but it’s, i think i will say that for the people that use it, it is great. Okay, so ah, good outcome is definitely achievable again. Yeah. I mean, i have one. I think my kind of most successful change management story is very, very small. But at an old employer, one of the things that i had to do was get people to fill. Out their online time sheets and no one wanted to do it because that’s a slog and it is, you know, they perceive it as a waste of time, and it kind of is except that i was in charge of the bookkeeping and i couldn’t allocate our totals for the month properly and closed the books until everyone in the organization and filled out their time sheets. And so reminders didn’t work. Nothing worked until, you know, and this i think this’s particular indicative of small organizations where people really have each other’s backs is i just such everyone i was like, look, you guys, you’re making my life a lot harder, there’s this crucial task that i can’t do and prevents us from getting accurate financial reports, and you’re making my life frustrating because you’re not doing this, and that was the thing that got people to do it all right, some guilt. I like to think of it more as a personal connection way a accountability to your co workers, and he was getting them to really understand why they had to do this piece of bureaucratic work that it actually had meaning in the organization it wasn’t just a piece of bureaucratic work. All right, we’re gonna leave it there. Thank you very much, ladies. Thank you. Thank you. My guests have been lisa jervis, principal consultant for information ecology and janine shimatsu specialist at forward together. Non-profit radio coverage of and tc non-profit technology conference twenty fifteen. Thanks so much for being with us attorney. State to and files faraway coming up. Sorry, i can’t do live listener love were pre recorded this week, but of course the love goes out. I just can’t identify exactly where it’s headed to by city and state or country. But the live listen i love, of course, does go out. Podcast pleasantries are over ten thousand wherever you are, whatever device. Thank you so much for being with us in the time shift and affiliate affections. Always sending affiliate affections to our stations and listeners on affiliate stations throughout the country. Very glad you’re with us little about pursuant, you know they do full service fund-raising from web only for small and very small and midsize shops up to on site campaign counsel for those other five percent who might need that fund-raising obviously constant challenge essential to you to get your work done. I routinely here on get questions about how can we bring our fundraising for the next level? How can we get from events to individual based fund-raising pursuant can help you with this stuff, you can raise more money, especially from current donors and those donors who are capable of upgrading their giving who are already in your file like somebody was giving a hundred dollars a year who could give thousand or the thousand dollar donor who could be doing ten thousand year for you, you know that they’re in there a lot of times they’re in your file, but you don’t know who they are or you’re not sure about somebody. Um, this is where pursuant comes in. They have something called prospector platform. It finds prospects for upgrade those upgrade prospects of yours that are hiding, like in plain sight. Prospector platform at pursuing dot com. I would i suggest you take a look at that. Check it out. Charity registration. I’ve been getting a lot of enquiries recently about charity registration. I was just interviewed on another podcast on this subject. Jo garics, the fund-raising authority that’s the name of his podcast that these are the requirements that you be registered in each state where you solicit donations. So if there’s a florida charity and they are sending email to georgia and maybe hosting events in south carolina, then that florida charity needs to be registered not only in florida but also in georgia on dh south carolina and this is different than incorporating enjoy in florida, where you you know, if this is again a florida based charity there incorporated in florida, this is very different in that it’s sort of parallel because it involves charities but it’s not incorporating your non-profit this is registering with state authorities to solicit donations in florida and also georgia, south carolina and wherever else you might be so sitting donations it’s a real morass because each state has its own forms and timetables and fees and definitions of what is a solicitation? That’s, that’s really? Where you start? What is a solicitation? The examples i gave, like email and u s mail those air solicitations in just about everywhere u s mail is a solicitation guaranteed every state. Ah, no state is goingto make exception for u s mail. Email is so ubiquitous and it’s ah, solicitation in so many states that you might as well just consider email a solicitation everywhere there are some states that haven’t caught up with technology, not like email is anything i can’t even i was anything new, but there are states that who’s legislatures, you know, haven’t codified whether email is a solicitation, but it isn’t so many states. I think you should just consider it also, if you’re hosting events in different states, if you are buying ad space in publications, in other states, these air, all solicitations and you need to be registered with the state authorities everywhere is that you are soliciting. Um sometimes i’m asked why this is important and you know why i bother? It is true that there aren’t that many enforcement actions enforcement is rare, but your irs form nine ninety hopefully you’re filing that each year that is signed under penalty of perjury by an officer, and it enquires about your compliance with thes state laws. So that’s, the irs enquiring about state law compliance on also your board is potentially liable. Jean takagi and i have talked about this. They are fiduciaries to your organization and if you’re not in compliance with laws, your board could board members individually could potentially be liable. So please pay attention to charity registration. It’s on my web site, you go to tony martignetti dot com. You see a tad for charity registration cause i do this work. You could do it on your own too. I have a book about it. You could check it out at tony martignetti dot com. And that is tony. Take to tony’s. Take two it’s it’s ah it’s a it’s. A possessive latto plural. But it’s not tony. Take two that’s tony’s. Take two for friday thirty first of july thirtieth. Show of twenty fifteen here’s tom oberg recorded at ntcdinosaur moving into the cloud. Welcome to tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen it’s hosted by and ten the non-profit technology network. We’re in austin, texas, at the convention center. My guest is tom wolber he’s, an independent strategic technology consultant. And his workshop topic is moving your files to the cloud. Options. Obstacles and obligations. Sounds a la menace on the obligation side. Tom oberg. Welcome. Thank you. We’ll get to talk about all three. We got plenty of time together, so maybe it’s. Not so ominous, but there’s, obviously, things that you thinking about. Lots of things are in the clouds. Why might files make sense for a non-profit, you know, for a while emails sort of in the big thing to move the cloud and that’s dahna that there’s been a lot of good options for doing that? And as people have been more comfortable with moving to the cloud and using tools that both from in their personal lives and in their work lives, um, it’s it’s started to make sense to have their files available, maur remotely in various places and to be able to get access to things beyond the walls of their their office and the tools available do that have been involving and getting better as well. So the other piece that’s made this start to happen is it for a lot of smaller organizations who may have had big file servers, those take a lot of effort to keep moving, and as your file server needs to be upgraded, our updated one option is to say, you know, we’re just not going to do that anymore and pay those costs. We’re going to move our files to the cloud and be able to access things i’m a little bit a little bit easier could also be a distributed environment. You might be have employees who are off site virtual organization and that made that maybe a stimulus. Also, it isthe yeah, in our session this morning, we had a lot of that was one of the things we talked about, why why do this? Why are people doing it? And it ran, you know, there are a lot of different reasons, but, you know, some people said, well, we have sixty locations where we’re trying to have people work and tryingto have sixty servers or one server that everybody tries to get into remotely it’s just it’s very hard. So if they khun you something like office three, sixty five or google drive or drop box or box, that could be really good option. Okay? And when we talk about some of the tools you later on, ok? Yeah, all right, because i don’t want to ask you anything that you didn’t prepare for your your workshop, but if we could talk about some of tools that will be helpful. Yeah, how do we start to make this plan? Well, is there anything more you can say? About how we shouldn’t what we should be thinking about to decide whether this makes sense for us as an organization. Yeah, we’re questions we should be asking, yeah, maybe yeah, there’s, there’s lots of questions on dh lots of that was sort of in my presentation, the whole obligations, things like how do you how do you not make your staff cry? That was that was what we were talking about because you don’t want to make him cry. That’s, that’s sort of a rule at number it’s and and doing this kind of project moving files from where people are used to getting them to someplace else can freak people out a little bit. Eso, you know, how do you do that in a good way? And so the organization first, like you’re saying, needs to figure out why why do we want to do this? What? Why does this make? Is this a good idea for our organization? And again, it could be a lot of different things, but but often it’s about doing it in a way where we can get access to the things we need to be able to do our work and meet. Our mission do it in a way where people can get at things from wherever they are and that they can have some assurance that the files they’re working with are the ones they should be working that it’s not, you know, there’s one on my my documents folder and there’s. Another one heard another one there. So what’s ah what’s our next step we are we ready to think about what tools they are be appropriate to do this after we’ve made. We’ve now made our decision that we’re it’s going to be beneficial to us. Yeah, yeah, i think if you know if the organization said okay, this is this the direction we’re going to go part of what i was talking about was, you know, it’s it’s more than just a thing to do, it’s a project and so having a plan a project plan is is is really important, and part of that is the is the tool selection, and we can we can talk about that. Some of the other things that that really need to be thought through are things like what’s, the timeline that that you’re going to use to do this kind of project. Who are the people who are going to be involved in it? Are we going to try and do it in house? Are we goingto use consultants to help out? And we’re going to have, you know, certain teams that are going to be kind of internal champions. They’re going to help help do this, which is something i recommend people doing. So you get some early buy-in from some key people and maybe keep teams or something, if, you know, if the accounting department has an accountant who thinks this is a good idea, it’s going to go a whole lot smoother than if you don’t have somebody there doing okay, so yeah. So some key key allies? Yes, indeed, indeed. Makes this kind of thing much, much easier. Okay, yeah, go ahead. So, yeah. So then we can talk about tools if you want to move to that. Some of the options. Yeah, go ahead. Let zoho you mentioned office three sixty five. Google docks. Obviously. Dr google drive drop box box box is his box of variation of drop box. It’s not. And we have to be a little careful because we’re here in austin. And what i didn’t know before i came here is that this is the home of box. So box is is a company that that has a tool that is sort of like dropbox, the differentiation i’ve heard before is that drop box kind of started as a consumer tool and box started as more of a corporate organisational in-kind of tulle and they’ve they’ve kind of met in the middle a little bit. The box offers more consumer stuff drop box now has drop box for business, but bso boxes here, there now is box one x or two or three they’re not triple x are they are not as far as i know, just one ex, okay? Just once we’re in the booth next to flux and their two exes. Well, but boxes only one act, but box is only one issue so people can find it. And yet and they’re here at the conference. And yeah, and so their their tool is something that you can you can download ah, little application that could be on your on your desk top so you can synchronise things to your desktop. But they’re also is the web interface for it. That’s very, very useful. You, khun, look at the files that air there. You, khun have some viewers where you khun view some files online and you can even beyond the web durney a portion of it. And if you have the correct application on your desk top, it’ll open up the file from the web in your desktop. And then when you do a save, it saves. It back-up down into the web. Big differences you see between dropbox and box, aside from their their culture, where they where they began and how they migrated to the center. Yeah. I think that’s one of the biggest things, one of the things i’ve seen, and we saw this in the in the session this morning is that because non-profits are who they are drop box has been free, just the plane drop box has been free and so people have gotten comfortable using it and, um, use it in organisations, whether the organization knows about it or not. And so what do you mean, how could you be using it if if you don’t know about it? Well, what i mean is that you as an individual employees may have found something like dropbox useful in getting your work done, but the the i t department, if you have one, may not know that you have it on one of the quotes that i put into the session today was that what i’ve found is that people will get their work done one way or another, and that means whether they use the tools you give them with you, with you or against you with you or against you or without you or whatever happens. And so the you know, some problems that non-profits ran into using dropbox is that it’s a personal kind of thing and staff can leave or maybe it’s a volunteer, and then maybe those files disappeared too. And so drop box now has drop box for business, where the organization can have some control. People can still use both their personal drop box and the the business files that are being shared with them. But if they leave the organization, the organization can stop access to those files, so they have some control and box has a similar thing. They just no it’s it’s been a pay service, and so i think fewer non-profits have used it in in the past, but many of them are learning they need some of this control, and that makes both of those both those products useful, and they both have non-profit discounts to i should mention that let’s move to office. Three sixty five yeah, it’s a big one and and partly it’s really big for non-profits right now because it used to be if you’re non-profit you want to kind of move to the cloud, especially with female, the player was google because that was free. You could get google apse for non-profits for free, but last year, microsoft made a version of office three sixty five free for non-profits as well, and so especially for non-profits that are using our windows based oppcoll it isn’t very attractive, offering and it’s basically a big server in the sky that you can interact with so there’s the email piece outlook works very well with it. And then there kind of two parts of the file storage piece. One is called one dr up and one drive for business, and then there’s sharepoint are sharepoint online. It’s the piece that’s, that’s, part of office three sixty five so if you have office three sixty five, you can use both of those tools, at least at this point. What microsoft says is that one drive, which has pretty much unlimited storage, is it’s kind of your new my documents area it’s for you to have your own personal files, and if you want to share them out with someone, you can do that, but by the individual file and then share point is mohr for creating an organizational structure for your documents. So you have document libraries within a sharepoint site and you, khun, you can upload files and have them available to people. In both cases. You, khun synchronize back to your desktop. Also sharepoint been around forever as a server based tool. And in the sharepoint online is the cloud version of it. And it it’s, very powerful. It can take a little bit more set up bonem to be able tio structure everything the way you want it. Do you need to be expert user too? Just to set up a share point? Um, i think office three sixty five in general has fairly easy administrative controls. But the mohr knowledge, you have the mohr functional, you can make it. So having some kind of it t advising on it, i think is good. Whether it’s, an internal person where you’ve maybe sent them to get some training, an external person, whatever, whatever it is it’s, it’s. Pretty straightforward. But there they are things here and there. And with this file piece, we talked about this a lot, and we had a lot of stories come up this morning in the session. There are some limitations of how you need to get your file. If you’re gonna move files into sharepoint, especially there’s. Some limitations you have. To watch for the migration that the whole migration piece there’s. How long are the file names and the directory structures? What kind of files? Khun move? How many can be synchronized back to your desktop? There’s someone, some, some limitations in there that you need to be aware of. Or else you can have some surprises as you move into the process. 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 philanthropy 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 guess directly. To sign up, visit the facebook page for tony martignetti dot com. I’m peter shankman, author of zombie loyalists. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Hyre what about the document tools in in ofthis three, sixty five word, power point, etcetera? You’re getting sort of, ah, light version of those compared to what you see on your desktop. Yes, you are. But for all of this and especially office three, sixty five, it has been evolving, and they’re putting a great deal of effort into augmenting those tools and making things a cz useful is possible. So dahna, word online, powerpoint online, excel online are very useful, and you can get basic editing done in any of those. If you want to do more things, you know, create a table contents or some of the more detailed document kinds of things. It’s. Easier to use the applications themselves, okay. What about google drive? Yeah, you know, it’s been around a long time, we also when i had people raised their hands about what tools are you using in the organization? The same hands came up for multiple things what’s happening is that all of this has been evolving a lot, and i think people are still trying to get some kind of getting a handle on how to manage files as they go to the cloud so that they’re adopting everything and seeing what works best for them. I think so. And i think it’s ah, it’s this push pull of staff again trying to get their work done and using tools that, you know, maybe they find someone who has shared something with them from another organization and drop box than they put drop box on their desktop so they can do that now they’re using that buy-in but and and so and google drive has been around for a while google docks, and so people are comfortable with it. So it’s one of those ones that that a lot of folks are using it. The quote i had from google and my slide wass for google drive. Was designed to work with google and to me that’s the if there’s a caveat. That’s, that’s the caveat is that it’s best if you want to kind of go all in with google docks and google spreadsheets and, you know, google slides and things like that? Dahna it’s, it’s a little bit easier. Two use other tools if you’re going to use straight microsoft word documents and things like that, you can still store those things in there, but, you know, it’s it’s a little easier to kind of go all in with the google stuff and then and then use those do you see us going to getting to a place where there’s there’s, google doc and there’s and there’s microsoft onda office docks, which would be in which which would be counterintuitive to the way most of computing is going? Yeah, you know, i think they’ll they’ll keep, um, trying to support each other and still trying to keep you know, their own thing so that i mean, there is some way to bring in where documents in into google thing it’s impossible to do it right, but you get the maximum benefit maximum management tools if you’re if you’re using the native? Yeah, native google doc with google drive? Yep. And and so microsoft trying to kind of push you into office three sixty five by doing things like building in access from the word application that you run on your desktop building in dahna a way to grab things from office three. Sixty five directly in there so that that that communication is as easy as possible so that we’ll try and kind of have you worked with all of those all of their tools. What about some obstacles to avoid that za part of your your your topic to yeah. Yeah. This is the ominous part. Wasn’t through with the obligations were no. I said obligations are ominous, but we just start with obstacles. Yeah, yeah, we want to keep it. And really, when i said obstacles, some of what i meant wass things to think through it’s, it’s the issues to kind of think through before you start doing a project, like talking about it. And and so we talked about, you know, sort of the file preparation and migration piece, but there’s other things to think about, too training for your staff. Is going to be, um, a big thing what’s the schedule going to be for people went, when is the change actually gonna happen? People are gonna want to know where their files are. Are they here today and over here tomorrow? And then it didn’t work, and then we’re back over here again. Or how is this? How is this all gonna work and bandwidth? There’s another one that we talked about is we’re talking about the cloud. We’re talking about the internet now where moving files back and forth from, you know, not just on our own network, but through the internet, which we have a little bit less control over, but we can try and have a cz much control as as we can get. So, um, thinking about how good is our internet connection, not just the download speed, but also the upload speed? Because now we’re pushing our changes up. Yeah, so that’s important to think through and the other thing that we end up talking to people about is so you’re moving to a cloud, maybe you’re using sales force and office three, sixty five so all of your important data is on the internet what if your dea cell line goes down? Is everybody just done for the day you sent everybody home? Or do you need to think about getting both the d s l line and a cable line and maybe a box that can kind of coordinate the two things? If one goes down, you go to the other and things like that. So trying to think about how we make sure we are online all the time starts to be a kind of ah bigger issue for folks. We haven’t talked about security buy-in thiss was a huge issue when the clouds start to become popular. I don’t see it getting as much attention now, but it’s still important mean, especially we’re talking about c r m our database? Yeah, that could be credit card numbers, dates of birth, lots of personal information. Yeah, i mean it’s, it’s, huge and it’s potentially depending on what you put there. Right? Right. And so there’s. Sort of. Ah, due diligence that needs to be done on whatever vendor you’re going to go with. Microsoft has a whole website about how it treats security in office. Three sixty five we had somebody. Bring up in the session this morning that they had gone with, i think box because it specifically talked about hippa compliance, and that was important to them. Um, you know, we kind of have to agree that the nsa is just going to look at all of it. So i guess we take that out of the picture, but it sort of depends on both your organizational culture and the kinds of data that you’re dealing with to see how important that stuff is. And i will say at the same time, it it’s we need to be thinking about it. And it’s, not a new issue. I still run into places where there’s the file server with a notebook with the password to get into the file server sitting right next to it. So, you know, it’s, it’s, new and it’s old, we’re going to get there. All right? It’s your soul. That sounds like a good place. Stop. Okay. Tom oberg is an independent strategic technology consultant. And you are with tony martignetti non-profit radio coverage of the non-profit technology conference two thousand fifteen in austin, texas. Thanks very much for being with us. As always, my thanks to everybody and ten, the non-profit technology network, i’m already looking forward to being back there in twenty sixteen, which i believe is san jose, california. You should check out ntcdinosaur non-profit technology conference next week, it’s going to be an archive show. That means i am taking the week off. I hope you’ve been enjoying your summer. I have been, and i’m going to again next week. If you missed any part of today’s show, find it at tony martignetti dot com. Where in the world else would you go pursuant full service? Fund-raising they’ll hope you find more prospects pursuant. Dot com. Our creative producers claire meyerhoff. Sam liebowitz is the line producer. The show’s social media is by susan chavez. Susan chavez. Dot com on our music is by scott stein. Duitz be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Yeah. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff, sort of dane toe add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.
Nonprofit Radio for July 24, 2015: 250th Nonprofit Radio!
Big Nonprofit Ideas for the Other 95%
I love our new sponsor!
Do you want to find more prospects & raise more money? Pursuant is a full-service fundraising agency, leveraging data & technology.
Listen Live or Archive:
- On Fridays at 1pm Eastern: Talking Alternative Radio and tune in.
- Listen to the July 24, 2015 archived podcast.
My Guests:
Claire Meyerhoff, Maria Semple, Scott Stein, Gene Takagi, Amy Sample Ward, Bobby D. Ehlert & Adam Weinger: 250th Nonprofit Radio!
It’s our 250th show and 5th anniversary! With me as co-host will be our creative producer, Claire Meyerhoff. We’ll have music, comedy, giveaways and fast talking. All our regular contributors will be with us–that’s Maria Semple, Gene Takagi & Amy Sample Ward–plus the composer of our theme music, Scott Stein, and fast-talking auctioneer and bid caller, Bobby D. Ehlert. Who’ll win the Workweek Hustle Walking Challenge between me and Adam Weinger? You need to be there!
Top Trends. Sound Advice. Lively Conversation.
You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.
If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.
I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.
Sponsored by:
Processed on: 2018-11-11T23:24:31.883Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2015…07…250_tony_martignetti_nonprofit_radio_20150724.mp3.919826092.json
Path to text: transcripts/2015/07/250_tony_martignetti_nonprofit_radio_20150724.txt
Oh, hi there! 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 a two hundred fifty of show who this is going to be a great one. We have a new sponsor pursuant, they’re a full service fund-raising agency with lots of tools and intelligence for small and midsize shops organisations just like yours pursuing dot com they’re a perfect fit with our mission and our listeners i’ll have more to say about them later. Welcome pursuant, our newest sponsor. Oh, i’m glad you’re with me! I’d be stricken with familial history. Oh cited articulos iss, if i inherited the mere notion that you missed today’s show it’s, our two hundred fiftieth show and fifth anniversary with me as co host is going to be claire meyerhoff she’s, our creative producer, we have music, comedy, giveaways and fast talking. All our regular contributors are going to be with us that’s maria simple she’s here in the studio jeans, akagi and amy sample ward going to call in, plus the composer of our theme music, scott stein and fast talking auctioneer and bid caller bobby d elearning. Who is going to win the work? We cuss a walking challenge between me and adam weinger you’re going to be glad you’re with us on tony’s steak too. I got to say thank you farewell to our sponsor opportunity collaboration, thie unconference on poverty alleviation that will ruin you for every other conference it’s not until october and their ninety three percent sold out so glad that non-profit radio helped them get that far. I’m going to be there. I’m gonna be at this unconference in x top of mexico in october if making connections with people reducing poverty will help you do your work, check it out quickly because it is definitely going to sell out opportunity collaboration dot net, thanks so much for having been a sponsor non-profit radio. You can join today’s show on twitter were live tweeting the show use the hashtag non-profit radio i am, uh i’m pretty thrilled about today. One of the reasons i’m thrilled we have to cool guests in the studio who you know on going to bring on first claire meyerhoff she is non-profit radios creative director was anybody hearing what i just said? Teo okay, i don’t okay. This is live and we got a problem with my mike it’s. Been working for two hundred fifty, two hundred forty nine shows on two. Fifty it’s not it’s, not up to the task. Um all right. I’m gonna introduce claude meyerhoff again because people should know that aside from being the show’s creative director, she has a deep background in radio w t o p in washington, cnn’s washington bureau, abc radio and hosted serious except nash’s editorial director at plan giving marketing now. Okay. Marketing specialist just in case. And if people heard me introduce you twice, i think that’s fine. I don’t mind that. And on twitter, she’s at claire says that’s easy. Yes, since i was calling it ah, the first couple shows were the tony martignetti show and yeah, i was not as well known as george clooney. Right? So you’re making ad non-profit radio and now it’s on the mic flags it’s on everyone’s. Cool. Thank you. Since the very beginning since we had dinner at ruth’s chris and cary north and i said, you know, i i i’d like to do something like this. Yes. You try to talk me out of it. Maria semple is also here in the studio, as she is the prospect finder. Of course, our monthly contributor on prospect research trainer and speaker on that subject prospect researcher website is the prospect finder dot com. Her book, which is now a free download on her site, grab it it’s valuable panning for gold. Find your best donorsearch prospects now because she’s working on a new book, which we’re going to hear about she’s our doi end of dirt cheap and free ideas follow her on twitter at maria simple welcome to studio maria! Hey there! Thanks for having me today. So cool i’m glad you’re here. We’re always talking on the phone. Absolutely. And s so excited to be here for the two hundred fiftieth shows his good stuff. Thank you very much. You i went back. You were first on non-profit radio on october first, two thousand ten so almost five years ago, you were you were ah, guest. Then that was that was our twelfth show two. Fifty today. That was chilling over twelve. And then you started becoming a monthly regular contributor with the august twelfth, two thousand eleven show. That’s good stuff, so call it four years. Let’s. Go. Next month will be a four year anniversary. Absolutely. Oh, and you know, you brought some of your top tips were going to talk about throughout the show. So you will have some, uh, some ideas from our doi n of dirt, cheap and free. Um, let’s. See where we are? Um, i think it’s ah, it’s. Time to give away something we got. We got a bunch of giveaways for today. And our first giveaway is a bag of cura coffee. And this is going to maxine smeaton. She messaged me, quote, i live in london but came to a foundation center event you presented when i was in new york city. I’ve been downloading the podcast ever since. Thank you. Oh, no, maxine thank you, back-up cure coffee is going to be coming your way. Cura does great great work with dental care for their coffee being farmers and crime are off one to tell us little more about your culwell. Cura coffee directly connects coffee lovers with farmers and families who harvest the finest organic coffee beans. With every cup of cura, you join our effort to expand sustainable dental care. Two. Remote communities around the world, we are direct trade goodcompany with direct impact, brought directly to you, creating organic smiles beyond the cup. That’s. Beautiful. What a trained voice. So, maxine, congratulations, you’re going to get a bag of coffee from kira, and i thank you very, very much, maxine, for loving non-profit radio. Thanks for downloading it and listening all this time, one of our one of our ten thousand plus podcast listeners, and we’re going to, we’re going to do it live. Listen, love, of course, we got tons of live listeners, that’s, that’s, of course, going to be coming along with affiliate affections and podcast pleasantries. Let’s. See, i would. I would like to move to we have some some music. Scott stein plays is the writer income of the composer and singer of cheap red wine. And that is our theme song. And scott, unfortunately, is booked with a gig. He’s actually, music directing a show here in new york called held momentarily. About six strangers stuck on a stalled subway car. That’s why it’s called held momentarily because if you’re in the subways in new york, we are being held momentarily due to traffic ahead of us it’s, a musical comedy and it’s, part of the new york musical theater festival. And if you are interested, you can find tickets at n y m f dot or ge because our scott stein is music director for that show held momentarily on de so i went to his studio. I recorded him. And here is scott stein. Scott’s time. Welcome to the two hundred fiftieth show. So glad you could be part. Well, thank you for having me and congrats on two. Fifty. Thank you. This is a really nice milestone for thank you. You’ve been with me. Uh, well, the music has been and through you, it’s, been probably a couple of years now, i think, yeah, that sounds about right, it’s, uh, it’s, what i have been with you sort of say in spirit, but i would have been sort of bits and pieces and then, but in person while i was there for two hundred, right two hundred now, for an effort to fit your needs, and your and i have your music licensed, yes, is not something i’m beautified, yeah, that’s, a little it’s, all open up on dh. You know, i just i love this song, so wait here. Cheap red wine. Yes, we can go on on your upright in your studio. Apartness is hints, apartment studio, i should say no, but it’s, a one bedroom apartment studio, and, indeed, all right, here we go. They just keep talking. So later. I think around just what you mean? You sing a romantic advice from a bill on france’s among tv. Wait. Oppcoll work-life used charming buy-in finger. No way. Wait, just wait! Wait, strike! Tio, wait! Buy-in wait, duitz you used to wear. Wait bonem today. No way! Nobody else. No way! Wait! Yeah, you know, used kayman hyre. Wait, wait! Wait. I love it. Thank you very much. Scott. Yeah. Pleasure. Thanks, man. Thanks so much for being part of two. Fifty. Yeah, thanks for having me. And for, you know, supporting supporting your independent artist. Like make? Absolutely. Thank you. All right. Cool. Scott stein. So glad you could be part of the show. Scott is awesome. You’re so lucky to have him he’s. So talented. She bread, wine. I love that show. The other people. Yeah, yeah. It’s a it’s a cool song. It’s ideal. Okay, we’re gonna go away for a couple minutes. Break coming up. Maria has got some prospect research tips. We got more giveaways, comedy and that work. We cuss a walking challenge me versus adam weinger let’s see who’s going to win? I think i’m gonna wipe the floor with him. Stay with us. What’s not to love about non-profit radio tony gets the best guests. Check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark. Yeah insights, orn presentation or anything? People don’t really need the fancy stuff. They need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address their card. It was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were and and no 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 zoho, 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 hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Welcome back to big non-profit ideas for the other ninety five percent in our two hundred fifty of non-profit radio got to do the got to do the live listen love gadsden, alabama, st louis, missouri. Hubert, north carolina. Augusta, maine. San francisco, california, philadelphia, pennsylvania and there are others. But to those listeners in those cities live listener love going to you, let’s, go abroad. Lindenhurst, new york that’s not abroad. I’m sorry. That’s long island that’s. Never yeah, and clear mind talking about it, perhaps along falik no, i’m talking about i’ve listened to love to lindenhurst and also beaumont, texas live listen, love but now we can go abroad tokyo always checking in, always grateful for our tokyo listeners live listener love, konichiwa also, seoul, south korea multiple soul listeners, as always remarkable. So loyal anya haserot, you are korean listeners. Marie samples got cem, some prospect research tips. Did you? What did you do? Go back and comb your four years of non-profit radio? Or what would you do? No, no. You know, i decided to just pull out cem cem tips that i’d be using if i were just talking to somebody or just doing a speaking engagement, just sort of the top sites that i think people should be aware of. So i brought a few those with me today. If you want me to talk about yes, you’re our diet of dirt cheap. So talk about talk about a sight. Okay, great. So, you know, i’m a fan of talked about this before setting up alerts, so i wanted to remind everyone that you set up those google alert it’s and, uh, the other two that i’ve been actually getting a lot more hits on since i set it up for your show to test it actually was talk walker dot com and mentioned dot net, i get so many more hits on that than i do on google alerts and ah, on the reason why i had tested it a couple of years ago on your show was because i i’d read an article that google might be doing away with their alert service at some point, right? We talked about it, and even even if they hadn’t done away with it, it was not very robust, right? It was disappointing. Yeah, yeah. And then the results continue. Tio go down, down, down. So i i i definitely love the talk walker dot com. And so my my advice around, though, using those would be set him up for your top ten donors, you know, put their names in in an alert so that if something comes up about them, you can call them, congratulate them, you know, hopefully not commiserates, but okay. And i’ve since we talked about it i’ve been using both of those i used talk walker and mentioned dot net different ones because they give each allow you a couple for free. You have different alert set up on each of those cool. What else? Well, so well, i thought we would also spend a few minutes talking about nosa knows a search because it’s ah it’s definitely one of those sites that has both a a free and a fee based component to it. So for free, you could do some foundation research on knows that site, but it’s also a great compilation, ifyou’re doing individual research, esso they have various levels where you could either pay for a month or pay for a year. So it’s a good pay as you go type of service. So that’s why i kind of think it falls under that dirt cheap. Okay, it’s a little more about noser so knows that enables you to go in and input an individual’s name, for example, and be able to actually find out if they’ve given any major gifts to any organizations. So it’s an opportunity to as you’re doing in depth donorsearch research on those heiner hyre net worth individuals find out where they’re donating gifts tomorrow. If this sounds a valuable stuff, right? Well, i’m thinking about about how we might apply it to our plan. Giving marketing. Yeah, absolutely. I would really like to know more about our donors. Yeah, absolutely. So, it’s it’s a pretty valuable service. So it’s ah, i think it falls under blackbaud not if i’m not mistaken, but it’s certainly an opportunity for you to check it out because they have both free and be based stuff. So okay, so there is a there is some free to it, right? Yeah. In keeping with the door. Yeah. Yeah. Okay, we have ah, i believe we have any sample ward has called in. Maybe sabat ward, you know? Hey, i’ve been on for a while. I wasn’t sure how could most nicely interrupt? No, no. Okay. You’ve been out for a while. All right? Well, i’m not sure sam saw you, but i’m glad you’re there. We gotta introduce you, of course. Ceo of non-profit technology network and ten, which runs that very cool non-profit technology conference where we got hundreds. Well, twenty five. Outstanding. Excellent. Smart people interviews her most. Recent co authored book, social change. Anytime everywhere. And you can follow her on twitter at amy rs ward hello. Hello, you have you have been on non-profit radio since the one hundredth show? That’s when that was the first show you were on. Exactly. I i know i’m so i was actually thinking about it today to interview shows. I started to do the mental map, and then i decided to not do the mental map of how long has he been that’s? Well, it’s three years, we do fifty shows a year. Yeah. And you’ve been since the hundred. So to fifty minus one hundred. One hundred fifty, divided by three. Yeah. Uh, i mean divided by fifty three years. Yes. Oh, that’s, uh, that’s. A good run. Thank you so much for being on the show almost every month. Oh, my gosh. Thank you for not getting tired of me after three years. Yeah, well, you know, what’s going on there it and ten. What do you guys focus in on out there in portland, oregon? Well, i’m currently calling you from a rest stop on the side of the highway because max tonight are on vacation. With your husband. You know you’re doing this for us while you’re on vacation? Yeah. I mean, we’re just getting started. You being on the highway out of at a rest area. Alright. Where where are you? What city or what, highway? Well, i have no idea what city. I don’t know that this is a city there’s, mostly forest. Um, are you in oregon? We’re on highway ninety seven. Are you in oregon? Even were still in oregon. Okay. You’re in oregon, southern oregon. Okay. Okay. Where you headed on this great vacation where we’re headed down to lake tahoe. Oh, my that’s. A long drive you got you got nice. You’ve got a long drive. It is? Yeah, about about a third of the way through. Already got up early. Yeah, but i think back in the office, you know, everybody’s pretty excited. Because last week was the orientation week for the sixteen vigil inclusion fellows. So those sixteen folks, they’re all now post orientation out in their eight different cities, working with their host organizations on digital inclusion programs so that that piece is all in motion. And now everybody’s kind of locked in planning for the september conference. The leading change summit. Okay. Yes. Which i will be at. I have my own my charity registration web idea. I’ll bring bring wireframe and looking for some beta testers when we get to that stage. So yeah, you know, i’m gonna be with you for a leading changing when we’re doing that september, right? Thirteen. Sixteen. Number thirteen through sixteen. Thirty dc. I remember that’s, right? Ok. Yeah. Ok. Well, listen, i want to thank you. So i want thank you so much for doing this while you’re on vacation. Give our regards. Send non-profits and live listener. Loved to max, your husband, please. I will and drive safely and have a wonderful, wonderful time in lake tahoe. Awesome. Thank you. And you all have a wonderful time finishing the rest of the two hundred fifty it’s. So yes, we are a great time. Thank you so much, amy. Thanks, everybody. Bye bye. Any sample ward got lover ceo of inten non-profit technology network tomorrow. If you gave quite a little, you and other have you been to a lake tahoe? I happen to like zoho it’s, one of my favorite beautiful places. Why? Why? I have never been tell tell may well, like north lake tahoe is kind of cool because you have, like, the old fashioned cal naval lodge and that’s where, like maryland and and and sinatra hung out. And the county va lodge actually straddles the state line of california and nevada. So there’s like a line right through. So it’s just, you know, it’s kind of a historical place. It’s also, if you if you’re a fan of godfather one, i believe it is. Is that when there are no two is that we move to? Yeah, but when michael was in charge of the family, yeah, they’re in late, and they get the house gets shot up and stuff that’s, that’s like tahoe as well. So, you know, if you’re a fan of the godfather siri’s, as i am okay, okay. Yeah, like like tahoe. You like cuba? You like all the all the settings were going to give away? We have another giveaway, claire. And, uh, we’re gonna give away the plant e-giving marketing prize, which is? Well, we congratulations to the winner of the prize sponsored by the company that i work for planned giving a marketing that’s pg marketing dot com were based in pennsylvania. We helped all kinds of non-profits with their plan giving marketing, we are not part of the plan giving industrial complex. Okay, we actually help you, and so please visit our website. We have a great gift for you. It is a fifty dollars, these a gift card, a cool and that is going to give mohr twenty four in vancouver, washington, because, you know, they’re just they were just so sweet. They tweeted happy birthday non-profit radio and i just thought that was so sweet, you know, it’s it’s simple, but it says it it’s one of my birthday non-profit radio so they are at give maur twenty for they are a e-giving day is coming up in september, i think of september fifteenth for their region, but but certainly check him out on twitter and you tell me a little bit more about that organization that more twenty for about, um, well, that’s. Why i was just saying that they’re they’re supporting a because i have a processing issue important, and i’m still processing it. They they are about a local giving day ah e-giving day around the vancouver washington area. Trying to get people to, you know, like like like so they help all charities in the vancouver area. Yeah, charity that’s all charities in current cooper washington, which is not vancouver, canada. Course that knows the state of washington state’s, our vancouver are very on vancouver and you could check them out because they’re given more twenty four on twitter at give more twenty four give for twenty four number two fundchat better. I’m going to tweet them right? Just like you are at clare says it’s easy. Okay, okay, i will do that. All right, um, we have, ah, a little something. Claire, since you are a plan e-giving marketing specialist, i, uh, have a question that i want teo very, very important plan giving marketing question about whether whether it’s smart to be including charitable gift annuity rates on in marketing right in your marketing. Well, you know, when you’re promoting a charitable gift annuity no, what is that? Oh, my god, what’s happening? What? What is happening? I believe, uh, you know, i think i think we’re in the future, tony, tony, we’re in the future because, you know, you have a lot more gray hair, but thankfully, you still have a lot of hair. I don’t think that was possible that we could come to the future. You have fallen into a time and tunnel it’s june twenty fourth, twenty, forty five, twenty, forty five clear that makes me eighty three and that makes me thirty seven i don’t know, i don’t feel a day over eighty one and your hair is still belong. Well, that’s, because in the future they have a magic stick that you just wave over your head and and you have beautiful golden highlights and deep rich base color sabat hello and welcome to tourney martignetti non-profit radio big non-profit ideas for the other ninety five percent it’s our one thousand four hundred fifty it show and i’m your aptly named host. Oh, i’m glad you’re with me. I’d be stricken with benign prostatic hyperplasia if wait a minute. I am stricken with benign prostatic hyperplasia bph i got it! It doesn’t matter whether you listen, i’ve got it so let’s. Leave the diseases alone. It’s, our one thousand four hundred fiftieth show. And i’m glad claire meyerhoff is my co host today. God, claire, your hair looks great. Thank thanks so much. And you know, tony, i got to the studio a little bit late because you know, am tracks. Bullet train was delayed. It took me twenty minutes to get here to get to new york city from d c can you believe that? I know twenty minutes. That’s. Incredible, incredible. Oculus. Well, there’s, no way to run a way to run. I’m gonna call it. I’m gonna call joe biden’s great grandson. But that’s okay. We are hosted by google mind warp. Of course. So now time is meaningless. Grand love that so let’s get started. We’re talking about how eighteen million non-profits khun stay relevant now that poverty has been eradicated. Universal hyre education is free, global warming has been solved. And then amazing global cooling was headed off. The palin panels eliminated all disease. Turns out sara was much smarter than people give her credit for it’s. So sad that she died in that tragic ego explosion and all our historical sites are funded by the trump foundation for old buildings. I haven’t torn down yet. And you know what? All the homeless dogs and cats have homes every child can read. When when? What is it that sort of thing? That trump was elected president? I don’t know. I was around like your four hundred four hundred show. It was sometime around there. I think it was. Was he before or after that first black president? What? What was his name? I think his name was obama, not president sasha obama. President barack obama’s obama first one obama senior, right, that’s, right. And then it was sasha came a few after him. And who was the president before that? And then i think it was trump. Well, trump was somewhere in there before. Oh, yeah, president for her, for her, something remember is very short term president. He didn’t last one term. That guy was beached. I mean, converting the lincoln bedroom to a casino. I know. And, you know, it was amazing because i remember at the republican national convention that year he came out to announce his vice presidential choice and he was like, okay, oh, you idiots, i got news for you. I’m going. I’m going to tell you who my who? My vice presidential candidates going. Toby he’s going to do amazing things going kick congress in the butt he’s going to be fantastic. Here he is. I’d like to announce my choice for vice president of the united states. Missed a gary abuse e i e o i remember. Yeah, it was right for that’s. Come. I forgot all about that, but yes, from president then and then he fired him on inauguration day. I know that was great. You’re fired, right, right after three inaugurations, like noon by twelve. Fifteen that the guy was fired. Yeah. And you know, trump did all these other things too, like, remember he there were those. There were the hearings, the senate judiciary committee hearings for that supreme court justice. And they were they were asking him a lot of questions, and i thought, oh, this guy is never going to get confirmed. But then, you know, supreme court justice, meatloaf did a great thing. He started singing hey started singing paradise by the dashboard light and then senator elizabeth warren remember she like god and meet lo slap and did they do? With, you know i want wait no that’s a different song, but paradise by the dashboard light that’s a cool one that’s a great and that’s s o they were singing, you know, trump really? You know, when it comes to non-profits especially like a you know, he just teaches wrecked things, didn’t and he also wrecked a lot of our beautiful national landmarks. Well on, give the guy credit. We have that water slide going down the grand canyon, right? The trump water slide that’s the grand canyon on a park and he you know, he’s. He did get his face put on mount rushmore, although they have chiseled it off. So that was good. I gave ten dollars to that on go fund me. Remove remove the fifth face removed the room. Remember it. The billboards removed the fifth bullet. They gotta go fund me dot com ten dollars. All my friends, i put it on facebook. Remember facebook? I know so so. And sometimes you get into these like dramas with people from high school where people like criticized it was terrible, it’s that now we don’t need no way have that mental telepathy thing where we all just know, whatever i was thinking it was cool for a run. I mean, it brought people together, you know, i i deserve whatever that guy’s name was, i can’t remember, but, you know, he made a lot of money, but it just didn’t just in last, i mean, the advertising took over and people just obviously migrated away. Yeah, and now we have the mind meld, and so we just, like, i just think something like tony is going to take us out to lunch and then it happens i don’t have to put it on facebook like, hey, maybe tony will take us to lunch, i just think it remember that remember that trump presidential library with the with a swim up bar and the song? Yeah, yeah, and then he had the follicle transplant center in the presidential library, remember? And and you know what? This is the first thing i remember about trump that really affected non-profits because a lot of my clients really got mad, so he came up with that whole directory of, like, best practices for non-profits and he said and he said, and i and i remember him being on tv. He was announcing. It goes yet, you know. So this is the number one thing. I think you should offer. Fi, you development directors and hyre showgirls. That’s what that would be best pregnant, raised more money that way, if you had, if you had the showgirls, its development, people waving the future because we’re headed back, we’re going back. We’re headed back cool, oh my god, wow, and, you know, we learned so much we learned we learned about when we went to the future, we learned about the past, we learned what happened when oh, no, no, it was that government can be. It can’t be that had to be like the mushrooms. I don’t think so, yeah, it’s not going to have the crystals, but that was a cool that was a cool look at the future. Don’t you think it was that gold thing? Things are gonna be good in the future. They are. So we’ve got what we have now. Really? Okay, i think now, back in back in show two, fifty, um, let’s. Uh let’s go to aa a lot more coming up, but i have to spend a little time talking about pursuing but we have other stuff coming up, jean chicago’s going to calling in their work. We work, we hustle eyes coming. Um, but i have tio shout out our brand new sponsor response pursuing absolutely full service fund-raising agency pursuant they are data driven, technology driven. I have the chance to talk to their ceo trend. This guy has a deep background and fund-raising and he understands the challenges of small organizations. They’re going to be a perfect sponsor for non-profit radio. We have tons of web tools on dh. They also do onsite capital campaign consultant. So if you go to pursuing dot com it’s amazing just pulled down what we do on the on the site and you see everything from, like i said, capital campaign counsel to media and data services. They are full spectrum, and i feel like that makes them perfect for non-profit radio small and midsize non-profits because you just use what you need. And then as you grow there’s more available to you on dh, there is an excellent way to get to know them coming up. They are going to hosting a free webinar, four keys, toe optimizing donor engagement and i put together ah, short link for them. So if you want, if you want to check out that webinar goto, tony dot, m a forward slash new pursuant no caps tony dot m a slash new pursuant the webinars on tuesday, july twenty eighth, wanted to eastern and i know that this one is short notice and for our affiliates, you know, it’s it’s passed by the time you’ve heard it, i understand that, but there are going to be others, lots of others, because pursuing is really generous about sharing their intelligence, they they really are so in the meantime, check out pursuing dot com look at everything they do, and if you can’t make that seven twenty eight webinar on optimizing donor engagement, it’s at tony dot a slash new pursuant and pursuant, thanks so much for sponsoring non-profit radio. Really grateful. I have to say thank you, i just have tio spent my tony’s take two saying thank you to everybody who is such a terrific supporter of the show, whether you’re getting my email alerts in your inbox every week or you’re listening live like lots of people do so regularly or listening from one of our affiliate stations throughout the country or the podcast, you know, however it is. Youre supporting the show, spreading the word on twitter, facebook so grateful really two hundred fifty shows five years there’s no way we’d be where we are if there wasn’t just tremendous support for non-profit radio, so i’m so glad that it brings value too small and midsize shops. I always always have you in mind when i’m thinking about guests when i’m putting together to show trust me small and midsize shops first the first time last that’s that’s, who’s who’s on my mind so i want to thank all of you for ah let’s support five years worth. Thank you so much. And that is tony’s take two for friday twenty fourth of july sorry, yeah. Twenty fourth of july and twenty ninth show of the year we got jean takagi uh, chicago’s on the line. Jim takagi, how are you doing? I’m doing great. Tiny. Congratulations on to fifty. Thank you. So, so much. Gene is our longest running contributor to non-profit radio hyre he and it’s, the very popular law non-profit law blawg dot com. And uh, he’s, the principal attorney at neo-sage non-profit and exempt organizations law group in san francisco and on twitter he’s at g tak. Gene, you have been with me since july twenty seventh, two thousand eleven. Longest running contributor. That’s fantastic. Tony the time. Where’s the time gone. It’s. Incredible. Four years every month. Um, i’m just so grateful. You know, we, uh we started. I went back with the first topic we covered together was so you want to start a non-profit which seemed like a logical place to start. Yeah. I mean, you know, just thank you so much, gene, for taking time to prepare every week and for being with me with us every single week for every single month. Everybody that’s, right? Every every month. Yeah, i don’t really read inviting your more off. Thank you. What what’s going on? There neo-sage what your clients are. Concerned about, but they’re few things going on night. One of the things that were really excited about is that board source has listed advocacy as a keyboard responsibility earlier this week, and they just updated their their seminal book on dad possibilities of non-profit boards and for the first time, advocacy became a keyboard responsibility and we think that’s that’s just great. So that’s one big advocacy, okay, we’ve talked about that lots of times, and maria simple and i have talked about boards being advocates, right? Marie? Absolutely being friendraising er’s advocates out in the community mirriam you and i have talked about that a lot online ambassadors, right? Yeah, absolutely. There, there you’re you’re they should be it at least your biggest and best right? What else do you know about? Oh, sorry. God. Sorry. Uh, i was just going to concur with both of you on that and apart from the friendraising and fund-raising some serious issues that might affect all non-profits and we’ve been kind of leading some advocacy efforts on that, both on the state level, for us with cal non-profits on the national level with the national council was non-profits and some others. As well. And then some of those provisions air, like the charitable deduction provisions that are congress is looking at right now and and where those air going. There’s, charitable registration requirements, better being promulgated by the state. Um, that are becoming a little bit more scary for non-profits if some of these things go through, it would be like if you fail to, you know, be missed a filing and you continue to operate, we might hold your board members liable for needing to operate on that suspension period. Also, scary things happening that that non-profits have a chance to push back on. And when, when you’ve got board members and others, you know who are willing to advocate on your behalf, beneficiaries, that that you’re serving, it can really make it. Okay, okay, so there’s gonna be a lot for us to be talking about in the in the coming months. That’s always okay. Okay. Hyre all right, jean, i really i want to thank you very much. Thanks for thanks so much for being part of the two fiftieth and and and so, you know, such a long running history. Thank you. So, so much great. Thank you so much. And have a great rest of the show. It’s. A pleasure. Thank you, jean. Thanks a lot, maria let’s. Spend a couple minutes on. Ah, couple more your, uh, your tips for prospect research. Okay, good. So so this tip has to do with visiting your local library. You’ll remember i’m a huge proponent, our local lagers. And so one of the online database is that i really love that the library is called reference yusa. Esso. I really wanted to bring that back as a reminder for everyone. Because it’s a source that will allow you to really find business owners in the community find businesses themselves in the community. And you can actually you can get is as focused as looking for them within a specific zip code. You can open it up to a county wide search. A state wide search. So it’s really? I think it’s. A great way to do what i like to call that proactive prospecting. So if you’re trying to get some new lists and maybe if people to send invitations to within specific industries and invitations for maybe an upcoming walk or a gala or something that you’re having, i think that that’s a really terrific resource. Great one reference, yusa reference. Use a dot com. Well, if you go to reference, use a dot com. It is a fee based resource, but many, many libraries will carry it. It’s usually accessible, right, using your your bar code on your library card, you can access it for free. So, you know, in keeping with our free theme, of course, i know you love the library’s. Yeah, what else is on your list? Eso you know, i’m always always a fan of also giving linked in some love wanted to remind everyone to go to non-profits dot linked in dot com because they’ve got tons of great resource is for you on that on that site. Andi, you could do a lot of proactiv prospecting there is well, you get access to the fee based version for free as a non-profit esso. I would really encourage you to take a look at non-profits darlington dot com see what they have there on take advantage of the proactive prospecting you. Khun dio i think the sp one of the early times if it wasn’t the very first time i met you was when you were doing a panel on linked in for non-profits years ago. Like at the westchester county. A f p or something? Yeah, you there were. There were a couple of you jerry stengel was on. Yes, and mark and mark. Mark that’s. Right. Exactly. Mark helping mark helper. Thank you. Yeah, that may have been i don’t know if that was the very first time. No, i wasn’t. The first time was when we had met, but i think we were all three of us were on your show. You were phil. You were saying filming, but you were taping from now on. We’re doing this show from there. And you did have a song because we did do what we did. Cope. Present a panel together on the topic of lincoln’s. Okay, and then we used it on the show. All right. We’ve got just a minute or so left before we gotta move to our next give away. We got to get away coming up there, meyerhoff you’re not you’re honest. You’re on deck. Man on deck. What can you tell us in a in a minute, maria? Well, in another minute, i just want to remind everyone to ah, to make sure that you’re finding out whatever your library has for free. Take advantage of all the different ways you can set up a google searches and really focusing them down so that you’re getting the search results that matter to you. Ah, you’re only interested in where somebody is ah, connected to a non-profit make sure you filter it down to include site, colon, dot or ge ahh and then that’ll just bring up the search results on a person’s name where they’re connected to a dot or giff you’re trying to find out where they’ve donated or where they’re spending their volunteer time. Outstanding. Cool. Thank you very much. Let’s. Give something away. Uh, this is going to mak pritchard because he was so generous. He blogged his top social change podcasts and don’t you know named non-profit radio he’s number one i love that that’s also. Mac. Mac pritchard, you are going to get a bag of cure a coffee with every cup of curare, you join our effort to expand sustainable dental care to remote communities around the world. Cure a coffee. Frankly, they’re just the best. Thank you, kara mara there because they’re like i said earlier they were doing this dental care for their for their coffee growing farmers. They had just done something in nicaragua that they sent a dental team of sixty people to nicaragua, unopened five dental clinics while they were there. Incredible. There, there they’re walking the walk of cura. Um, we got a couple minutes. Tio have a little. We’ll chat time, but sam says are not too much time. Okay, then, uh, that’s, that’s, that’s, the end of the chat and let’s go to a break coming up after the break, coming up after the break. Yes, thank you, ladies, thank you so much. Coming up after the break, we got the work week hustle walking challenge. Bobby d l is going to be joining us and adam weinger goingto watch me wipe the floor with that. A weinger. I hope, anyway, 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. And levine from new york universities heimans center on philanthropy 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. Welcome back to big non-profit ideas for the other. Ninety five percent, joined in the studio with my co host for today, our creative producer, claire meyerhoff, and also our monthly prospect, research contributor maria simple ladies again, so glad you’re with me, like, so right to be here. All right, we’re going toe. We’re gonna do this workweek, hustle, walking challenge. We got, uh, we got adam weinger you’re on the line right at him. Hey, tony, thanks for having me. My pleasure. Thank you, adam. Thanks for being with me. I won’t remind everybody. Adam has been a guest. Ana non-profit radio from the non-profit technology conference. He was one of the speakers there in twenty fourteen, and i talked about improving your matching gift program. And that was the april twenty fifth, twenty fourteen show. He’s, the ceo of double the donation he’s at two ex donations on twitter and double the donation dot com and ah, when hey was he was inspired by what he saw last week because we had a show talking about walking and work in the same time. And he was inspired by that, i guess to challenge me to a work week hustle. I do not know how many steps he walked this week. He does not know how many i walked, but we’re going to find out. We’ll see who takes the lead. So, uh, thanks for reaching out. Adam. That was cool. Definitely. How has your walking been going? The sleek i’m doing fine don’t don’t don’t tease me now i’m doing okay. I’m doing fine. And of course, our prize the winner gets ah! Slice of new york city pizza. Right? You’re gonna come up to new york and absolutely and buy me a slice of pizza. I take mine with mushrooms and anchovies. Please. You can even have two slices if you went. Okay, we’ll see if i win. Okay, bobby d l are you with us? There i am. Tony, thank you so much for joining us from arizona. Bobby dee has also been a non-profit radio guest on february twenty seventh, twenty fifteen he and i talked about improving auctions and cash calls for your fund-raising events. Bobby dee is the twenty fifteen world automobile auctioneer champion. That means he’s number one champion in automobile auctioning and he’s the twenty fourteen us big calling champion on twitter. He’s at called a call to auction at call to auction and you’ll find his sight called to auction dot com. Thanks very much for being with us. Bobby deol two hundred fifty and show. Well, what? What a player. Tony, i’m actually here at the arizona chapter of ft at their conference. I’m in a hotel room right now with an honor to be at this conference and then to be a part of this celebration. So congratulations. Thank you very much. And, adam, i’m so glad you’re part of the two fiftieth show to thank you. All right, we have a traveling mate. My pleasure. All right. We’re going toe going to increase the drama a little bit. Uh, we’ll play. We got some appropriate music, and then now bobby d i am goingto okay. We lower that a tad labbate attack. Okay, bobby d i’m going to announce mine my number first. So, bobby, you want to go ahead, homey? Well, what i want to do is i want to find out how many steps you have, and what i’m gonna do is i’m gonna call off the number of steps, and if you have that number of steps, just go ahead and say yes. And then i’ll go up and we’re gonna find out what your limited. So we’ll just go ahead and get started now. Tony, did you walk over five thousand steps, please? Bobby, you’re insulting me. Five thousand five thousand. Did you walk over ten thousand steps this week? Way over ten. All right, ten. How about fifteen? Fifteen metoo walk over fifteen. Fifteen. Way over way. Over, please. You’re in some twenty. How about thirty thousand? You walk over thirty thousand. I did do over thirty. Come on, bobby, about thirty five. How about forty thousand there’s? My number. There’s a i got forty thousand one hundred eighty six bonem. All right. Thank you. Forty thousand hand pub. Forty thousand one eighty six. Okay, it’s adam’s turn. Go ahead, bob. Now, adam, work. We’re gonna go a little bit quicker. Okay? So we’re gonna have computed five thousand. Indeed, i did. About ten thousand. Yes, i did. Fifteen twenty, twenty five thousand year. Thirty thousand sets. I went over thirty thousand he’s over thirty. How about thirty five thousand? What is that? A yes. About forty thousand? Yeah. How about fifty thousand? No. Okay, we’re four thousand. Did you get forty one thousand steps? I got forty three o ee o. I got screwed. I got screaming. Just want, like, one more time. What would you say, bobby? D if you’d taken the stairs one more, maybe you could’ve beat him. No, there’s too many escalators in the city. I want to ask you to shut down on dh. Plus what? When i’m walking upstairs, i do two at a time. I do doubles that way. Sam, turn off that crummy news. You was wrong. You would rob tony. Not the music you have robbed when i did. I’m serious, but when i go upstairs, i take two at a time. So you got a double my upstairs all the time. I have. Oh, man, i do my steps twice. Time going all right. No, it was closed, tony. It was a valiant effort. Adam weinger, uh, okay. All right. I owe you. I got screwed. All right, now, all right. I’m not such a bad loser. All right, adam. Pizza place. Alright, my favorite. I’ll take you to your favorite pizza place in new york city. Okay? We got to wrap it up. Thank you so much, guys. Thanks for having me. Thankyou, bobby d thank you. Adam. Congrats, toady. I got to say, well, i lost, but thank god for the two. Fifty. I got you. Thanks. So i’m gonna thank you. Thanks so much. Uh, cure a coffee and plan giving marketing for being our giveaway sponsors today. Claire meyer huff. Thank you so much for being in the studio. It was wonderful. To be here and i can’t wait to be here for the three hundred show your maria semple. Thank you so much. Oh, great to be here as well. Thank you and susan chavez. Thank you out there. You’re in san francisco. Thank you very much for your help. Our social media manager with today’s show. Thanks so much. Been great fun. Thanks everybody for getting us this far. Two hundred fifty shows. I just love doing this show. I just love it. Next week two ntcdinosaur views from some smart speakers at ntc non top non-profit technology conference i was at this past june. If you missed any part of today’s show, how could you? How could you miss that? Twenty fiftieth. Find it on tony martignetti dot com pursuant full service fund-raising they’re perfect for non-profits. Just like yours. Data driven, technology driven, pursuing dot com. Welcome. Our creative producer is claire meyerhoff. Sam liebowitz is a line producer. Shows social media is by susan chavez susan shop dot com. And this music is by scotty stein of brooklyn. Yeah, awesome scotty stuff in the house with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and greet you. Show that. Thank you, labbate. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff, sort of dane toe adam. Email address their card. It was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.
Nonprofit Radio for July 17, 2015: Walk to Work & Keep Current After Launch
Big Nonprofit Ideas for the Other 95%
Our Sponsor:
Opportunity Collaboration: This working meeting on poverty reduction is unlike any other event you have attended. No plenary speeches, no panels, no PowerPoints. I was there last year and I’m going this year. It will ruin you for every other conference! October 11-16, Ixtapa, Mexico.
Listen Live or Archive:
- On Fridays at 1pm Eastern: Talking Alternative Radio and tune in.
- Listen to the July 17, 2015 archived podcast.
My Guests:
Beth Kanter & Ritu Sharma: Walk to Work
Beth Kanter and Ritu Sharma want you to make walking part of your work day. Not for a break. They share how to work while you walk, including walking meetings, and they swear you’ll be more productive, more creative—and feel better. Beth is a master trainer, author and blogger. Ritu is co-founder and executive director of Social Media for Nonprofits. We talked at NTC, the Nonprofit Technology Conference, hosted by Nonprofit Technology Network (NTEN).
Farra Trompeter & Kira Marchenese: Keep Current After Launch
A website redesign is expensive, time-consuming and overwhelming. Starting on day two, how do you keep it current? Farra Trompeter is vice president at Big Duck and Kira Marchenese is senior director, digital strategy + platforms for the Environmental Defense Fund. This is also from NTC.
Top Trends. Sound Advice. Lively Conversation.
You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.
If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.
I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.
Sponsored by:
Processed on: 2018-11-11T23:22:36.630Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2015…07…249_tony_martignetti_nonprofit_radio_20150717.mp3.851738111.json
Path to text: transcripts/2015/07/249_tony_martignetti_nonprofit_radio_20150717.txt
Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent of your aptly named host we have a listener of the week, daniel trust in bridgeport, connecticut. He tweeted me that he just found non-profit radio and says good stuff, man he’s, our newest listener and our listener of the week i’ll send you a video, daniel, and you can pick a book from the non-profit radio library. Congratulations, daniel. Trust oh, i’m glad you’re with me. I’d be stricken with prayer ago if i had the itching idea that you missed today’s show, walk to work beth cantor and re to sharma, i want you to make walking part of your work day, not for a break. They share howto work while you walk, including walking meetings, and they swear you’ll be more productive, more creative and feel better. Beth is a master trainer, author and blogger re too. Is co founder and executive director of social media for non-profits we talked at ntcdinosaur non-profit technology conference, hosted by an ten non-profit technology network and keep current after launch. A website redesign is expensive, time consuming and overwhelming starting on day two. How do you keep it current? Farah trompeter is vice president at big duck and kira marchenese is senior director, digital strategy and platforms for the environmental defense fund that is also from ntcdinosaur on tony’s, take two. Have you seen my videos responsive by opportunity, collaboration, the working meeting, the unconference on poverty alleviation that will ruin you for every other conference from ntcdinosaur are beth cantor and re to sharma on walking. Welcome to tony martignetti non-profit radio coverage over the non-profit technology conference twenty fifteen, hosted by intend the non-profit technology network. We’re in austin, texas, at the convention center and my guests are beth cantor, master trainer, author and blogger at beth cantor dot org’s. And also metoo sharma, co founder and executive director of social media for non-profits their workshop topic is walking is work. Don’t call it a break. Beth metoo welcome, welcome, thank you. Welcome back, beth, that has been on the show before you to his new welcome first time. Thank you very much with us. Metoo why? Why? Why should we be paying attention? Teo walking from my perspective, i’m an accidental walker, i think one hundred times better i started. Walking more extensively as part of my work, i’ve always been a walker, but as part of my work, i started about seven months ago and it was accidental because i got a new puppy and the puppy needed to be walked every three hours. That’s how it started with practical, it was very practical decision, but as i started walking, i needed to take some calls and then i started taking some of those calls on my and my box, and i found that i was paying a lot more attention. In those calls, i was not distracted by a number off social media pings and emails and other people entering in those conversations, i was really more present and then the other thing that i noticed, which is what started us making a lot more content at social media non-profits is, i am i started having a lot of ideas about different topics to write about different opinions on the current topics and that got me kick started is walking is work alright on beth, we shouldn’t if we haven’t fallen into it. Luckily accidentally metoo did we actually should be deliberate about it on dh we have some research to back that up? Yeah, as a matter of fact, i know. I got into it. Actually. The right after the last time. I was on almost two years ago. Really? I went into my doctor and i got my cholesterol tested. You know, we’re getting there. We have to get our cholesterol tested. It was three. Ninety nine. You had cholesterol of blind ninety nine. Right, which is closer to the mike. You get too excited. Okay, you know, three hundred ninety two and healthiest on one fifty or less. Right? So i decide to get walking. You know, obviously, i was not eating too many cheeseburgers, and i was sitting at my desk and i could see that you know, the house effects. So i bought one of the use of health. Fitbit. And i got out there and i started walking and writing about it before i knew it. I was walking twenty thousand steps per day, and it became this little game. How could i work? Work it into twenty thousands, like double the thie average. Ten thousand ten thousand. I’m up to now ten miles a day. Yeah, and you know what happened? My cholesterol went down to ninety nine my trig lyssarides, but something else happened. I noticed i was more president, i could pay attention and i was happier and more creativity. And so what would happen is i got really excited about this, and i’ve been blogging about it. I’ve been doing workshops, i’ve been kind of this evangelist for walking as work was people would say to me, how do you fit this into your day? You know? And and the mindset is really about, like, ok walking it’s the separate thing it’s for exercises for the health benefits, but really, i think it’s key to your productivity, we know we know something about walking versus sitting while we’re while we’re working, don’t we? Yes, we dio slideshare well, think about how much time you spend sitting at work. The average person spends nine point three hours sitting that’s more than we sleep, which is seven point seven hours and you know what all that sitting is doing to our bodies and our minds? Well, it’s, physically it’s collapsing our spines, it’s collapsing our spines it’s causing calling cancer it’s calling, causing heart disease brain fog, neck problems muscle generation, you know, it’s enough to make you want to stand up your desk, head to the door and never come back to your office. But you don’t have to do that. You know, you just need to start to think about ways to integrate movement into your work, okay? You know, maybe it’s, first of all, change your mindset, it’s thinking about different ways that you can start adding more steps, more walking, you know, park the car far this away from the door. We’re gonna get to all that time together. We’re still the motivations thing, okay? The motivation so obviously health reaches say more about the creativity. I know that was really important to you. I think when we are in close spaces and spaces, every normally sitting at nineteen hours a day, our mind gets closed almost. It only sees what we have in front of us. It becomes very reactive. It’s just reacting to emails that are coming in phone calls that are coming in and putting off fires. When you get out of that stunning and you walk in the nature, you walk in the grass, you walking the party, it doesn’t matter where. You walk when you start moving a little bit, your your brain starts to disengage from a reactive mode to a much more proactive and creative more, and what i’ve noticed for me is some of these things come to me, they’re like brilliant pieces isn’t incredible. I wrote a couple block post that we had the males traction ever, and i was just walking the dog. You know what? You have the most traction traction ever in our in our work, and those entire pieces were conceived while walking i just idea hit it, and i started flashing it while i was walking in and i came back, you had granted out in twenty minutes, and we’ve seen most likes shares, comments and really some great pieces that have come out of walking. So from a creative standpoint, i find the reason behind that is that you get a distance and you’re not constantly just addressing a pressing problem anymore. You’re able to actually give your mind a little bit of brake to process all the stimulation, all the stimuli and act activities and all the information that we were exposed to, in fact, over exposed to we have a time to process it, we have a time to just put it in different places where it belongs, and then start to see greater trends and start to see how this piece fits with some of the other stuff we’ve done. And if you’re in a reactive in front of your computer mode, you just don’t have that create this space to a process i know time is constantly belongs to other people as e mail comes in, and as much as we’re supposed to, i know a good practice for email is only react to it a set number of hours a day or set time today, but that’s very, very hard to do, and you end up being all fragmented and distracted constantly. Exactly. And, uh, the other thing is going to get a flow going way also have these phones that are full of notifications, any ping you get any tweets, you get any tax message, you get all the e mails there, these things that were changed, you know, technology. While it can be a great, great accelerator, it can also hold you back and hold you in chains because you’re constantly attacked on your head? Yeah, go ahead. Back-up let’s, go say this sort of gets us away from the topic about walking his work, but the with the walking does physiologically in your brain. Is it it’s fire synapses, you know? So if you were to look at there’s actually, researchers that are looking at the impact of movement on the brain and so if you look at a brain of a person who’s been sitting for twenty minutes, it’s all dark, okay? And if you look at a person’s brain, you know, doing a brain scan after a twenty minute vigorous walk it’s all lit up because the endorphins are flowing, connections are being made, and then we hear, you know, the proof of it from what metoo was talking about. And it’s also been proven in a number of studies. I think the most famous one has come from stanford, where they actually studied. They measured creativity of people who took walks, a brisk walk at lunch and creativity improved. Andi, just to make it explicit. We’re talking about walks without your phone or it’s turned off. Maybe you know you’re not you’re not allowing the distractions of your mobile device. While you’re walking, unless you use it to take notes. Okay, take note, but that’s you gets you in putting. Yeah, but metoo it sounds like you’re saying, you know, we don’t we’re trying to eliminate these distractions and also be vigorous in activity that’s true and when you’re walking it’s kind of hard to be as attached to a phone without tripping or knowing where you’re going, so i usually just go have it handy with me. Should there be an emergency that really needs me. But unless it’s an emergency, i actually have it handy if i need to answer a call or something. But for the most part, it’s. Hard to be that attached. As as you are in an office, i see people in new york city giving it a go, though yeah, there they are walking and lots of walking and texting, but but that’s not what we’re talking about here know what we’re talking about here is turn off the yarn device and go for a walk damaged overhead. Clear, clear your head. Don’t go further than that. Yeah, i think is notorious for the f word on non-profit radio a long time ago. But its memories linger. You know, world leaders. You know, obama is really famous for taking walks, steve jobs and, well, there’s a rich history of of of walking as work. I mean, think about like charles dickens. Did you know that he walked twenty miles a day, twenty miles a day? He hated being tethered to a desk. And on gina freud? No. Okay. Freud and analysts, you know? Yeah, they said, and their patient lies on the couch. But he’s fate, he was famous for walking with his patients to get to breakthroughs. I know, i know. A famous stander we stood on his desk was donald rumsfeld. He did not have a traditional desk. He stood as he worked. Now i don’t do politics on non-profit radio, so maybe that’s a counter example. Wait. Decided either way, but i know he, uh he stood and that’s that’s, that’s something that you were suggesting that you, khun, stand and work aside from walking, but standing versus sitting, yeah, standing desk. And, you know, other researchers come in, you know, it used to be okay. Go the jim. You know, i go the gym so i can sit on my backside for eight hours and i won’t suffer those how harmful health effects, but you know what? It doesn’t matter whether you’re at the top of your game physically, you still can reap the harmful effects of sitting. So what some researchers recommended this comes from the mayo clinic is the twenty eight, two. So every twenty minutes, if you sit, you work, you concentrate, you get up and you stand for eight minutes and two minutes stretching. Really? And that the idea, the mind shift is that you sit to rest your body from standing. Uh, okay. Rather than sitting being the focal. Yeah. Focus of the day. Yes. Okay, 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. Okay, we got you. Sometimes it can be hard to follow structures like that one that i think is very worthy. And i use it in a different way. If you’re starting out and your tender session tomorrow. Are you here today and you inspired to do that? What i would recommend doing is doing something that i’ve done is pomodoro matter-ness it really allows you to set these intervals. If you just rely on your own free will to help you do this, sometimes it can be hard to create habits. They take about ninety days to form habits for something to really gel into your daily life style change at the very least, so well you may want to do is look at things like pomodoro, matted and you can and you can design that for me. It’s every twenty five minutes of sitting, i get a five minute break and then after two or three of those, i get a twenty minute walk and and that actually forces you and it’s. Incredible, you’re doing this in your day to day work day today i have a knife in you two so obviously i do want your day. Well, i do it. Yes, it is. And i do it slightly differently. I not only measure my time in increments body also measure my energy and my ability to concentrate. And i try to design my schedule so the tasks fit my ability to concentrate and always working in these smaller chunks. I do things like i do it a slightly different method of pomodoro. I’ve experimented with paula joran for a couple of years, but there’s no place pomodoro. We call it pomodoro. Yes, it’s tomato in italian because that’s the reason it’s called this because it came with an old tomato timer. And so and time yeah, you set up for twenty five minutes. And originally the context for it is that if you’re overloaded like this, you’re going to suffer consequences of procrastination and work avoidance. So pomodoro is a method for you to like eat that frog in the morning and just start get something done metoo ago you were you were sharing. I really enjoyed that. Because what i do is i get teo something i take take a project with twenty, twenty five minutes. And then even if i’m in the middle of doing this. I take a five minute break and i actually either stretch or ideo pushups or i just do a plank. And i tried to increase my duration for that. And then that’s sort of every two or three generations. And then i go and take a walk. And i will tell you that in the last year of doing that, the days that i do mamatoto matted very religiously are the days that are that i can get in one day over two weeks worth of work. And i’ve tested it several times now. In what amount of hard work in one day you feel you could do the same as you would have. That’s a maze in the dark days into weeks? Yes, including i even fit some laundry and folding some laundry in between weeks in a day? Yes, there’s. A lot of reading time. What i found is there’s a lot of closure. I want to do things that i actually make a big list before i take on a pomodoro day. Actually, you know, i make a huge list of things that i need to absolutely get done in a night. That’s my weak. Leaders and i’ve tested it several times. Normally i will be able to hit three or four or five of those because there’s so many reactive thinks about when i’m in the pomodoro matter mode, i basically check things off age of and the forced break no matter where you are in the process, it really prevents you from going into procrastination from reading one block post that takes you into another block post that takes you into yet another blood pools and that takes you to facebook and then to twitter. That doesn’t happen on pomodoro for me at least, so i would just recommend experiment with finding whatever is right for you not just mattered that works for me, but what works for you and use some technology to hope you get in the mode don’t just rely on free will to follow this palm adores it’s really not about like trying to get everything done and taking it off your to do list, but really it’s about focus and training your attention as somebody who has been doing the technology for twenty years or more like i’m like i was like that dog and up, you know. Doug squirrel. Oppcoll you know, so i consciously this about seven or eight years ago, like, trained my attention, like like i have on ongoing dialogue with myself on my opening up, another taba, my following, another social thread. And is this the task or something i should be doing? Would be doing is the best use of my time in this room, right? The eighteen minutes a day method with david berkowitz? I don’t know. What can you can you summarize it? Sure you spent. Okay. This will change your life. A change mine. And i’m right. That’s. The only reason i finished my second book. Okay, like changes. Okay, so, it’s, five minutes in the morning, you write down. What are the two or three things that you need to have done? What? Your priorities. And you reflected five minutes on the end of day. Did i get to my priorities? And then throughout the day, every hour on the hour, you beat yourself to remind yourself, am i on task? Okay. And what? Your set and you would think, it’s counterintuitive that you’re beating yourself? You’re distracting yourself, you know? Would you get distracted? Bring yourself to a center to a center center of the focus for that day. Exactly. And then you if you do that over a period of time, it really according to cubby takes what is it? Twenty one days to make a habit. Then you’ve internalized it and then used it stops beeping and you’re focused. And this helped you finished your second book? Yes. Okay. The two of you have great outcome stories. Really terrific. Impact of love. We still have some more time together. What have we not shared that we well, did we cover getting yourself out of the culture of sitting through the pomodoro method? Or so are very any variation of that. Is there maura around? Well, what? We started with this. Okay, so if we think divide this topic into the i and the weak. So we i think we have covered the you know, what do i have control of in my work life that i can change? Ok, ok. But many of us work in organizations and with other people. And we work in a culture where there’s lots of meetings. Sure. And the culture around those meetings is to sit. Yeah. All right. So that’s the challenge. Okay? We’d like to have walking meetings? Yes. Okay. And now you’re doing this tomorrow at twelve. Thirty and we’re gonna talk more about what we’ll bring it back to the office setting. I’ve forgotten, but just tell us what you’re doing tomorrow. Twelve. Thirty go ahead, return. We have a session tomorrow at ten. Thirty to twelve, where we’re going to talk about walking his work when we lay out the framework and then we’re going to take a big walk around twelve thirty with a number of conference attendees and give them an experience of discussing a specific topic while they’re on a walk with a large group. So they get to actually experience how to have a meeting while they’re walking out standing. Do you know what the topic is? Where you’re going? Decided in the session for the topic for the war. Walking comes for the ten. Thirty meetings. They’re going to be talking about planning a walking meeting. Okay, on our meat up, it will be open. It’s over that people choose what they want to do. Okay, are there all right, so let’s, bring it back to the office now. How can we help the the sitting meeting culture? Teo, get out of that. Well, you know, it’s interesting, because sometimes first of all, i think there needs to be some education around the links to workplace productivity and workplace wellness and that, you know, it isn’t a break. It really is important to productivity. And then this is not a zest your topic right at sung his work exactly. Don’t call it a break, right, it’s not like it’s not going to the gym and it’s not goofing off. Okay, okay, you’re really getting work done. So the next thing is to think about what? What are all the meetings in your life? And think about what could be done as a stand? You know, as a meeting, you know, walking, meeting and it’s. Probably best to start with a one on one meeting. Maybe a weekly meeting with your supervisor, maybe jet or somebody who reports to you and suggests that, you know, bring your sneakers to work. And you do that. Weiqing meeting as a walking meeting and maybe institute is the standing meeting ifyou’re going tio do a meeting with more people requires a little bit. More planning than a regular meeting in addition to the agenda, the purpose. Any pre reading you have to think about what your route is. You have to time the route. You have to be prepared if there’s bad weather, you know, we’re going to walk inside. You have to let people know to bring the right shoes at where their coats if it’s going to be cold and then you had to sort of make some modifications in the way that you take notes, people are you know, maybe this meeting is one where you’re discussing something. And the only thing you need to take down is the decisions as opposed to being in a meeting where you need to be looking at a lot of papers and a lot of yeah, tasking people on dh specificity, you know, okay, but you can take notes. You know, you can remember those things called pens paper. I’ve heard of them, you know, a most skin and can also now is it violating anything? If if if i suppose i get tested with something in our walk and i have my phone and i do a voice note to myself is that okay? Yes. Yeah. No, i’m we suggest a little side convo. Just we’ll just wild just for myself. Okay, so, like, well, one good thing to do in a walking meeting with a group is not to do. They spend the whole meeting walking and discussing like, you always have a little space of time at the end of the meeting to, like, summarized what the delivery bals are. And maybe you do that when you get back into the conference room. Okay, you know, and and and do that for note taking and people are fresh. Endorphins have been flowing and remember them, you know, another way to get started. It’s a little bit easier than the walkie meeting is a standing me kayman okay, we take this in increments, maybe. Yeah, depending on the culture and how willing your supervisors are to participate in your colleagues, they will do it incrementally. Yes, right. Standing, baby sitting half and then standing house, you know, crawl, walk, run, fly, ritu anything? Well, sure, i’d say that. Take it slow. Take it according to your culture and find different ways to do it. And there’s one common criticism, i hear. When we talk about walking his work, well, we have so many things we can get it done, it’s, like when you’re taking this on, start slow to start with one or two meetings and see how you’re doing don’t try teo enforce the really big culture change, you know, from the beginning do little things. Hey, do you mind when we do these meetings that we do the first portion of introductions and check ins? And when we’re reporting in what our week was like and what we’re doing, do that and maybe in a walking session and come back and take some notes as that just recommended in coming back? So find those the other couple things i would say that i have personally done that have been really helpful in and coming with from a change of culture in our organization is my default for all meetings is walking meeting now if you want time with me, it’s a walking meeting unless there’s a compelling reason why you can’t be so on. My default is no longer let’s sit down for coffee at starbucks my default is hey there’s, a park next to my office you want to meet, then let’s talk. And if somebody has an objection like, well, how are we gonna take notes again? I go back to now abets famous line. Have you heard of those bill old things called pen and a little pocket most qin and the other thing i’d say too. And the way i work with it, it’s, you know, walking meetings or subset of overall good meeting practice, and i would also talkto leadership and ask, don’t don’t you want more effective meetings in your organization? What if you were able to replace ineffective meetings that waste people’s time with meetings that are highly productive and that makes people feel great and get work more even more work done in less time when you want to do that. And that should really try it. Yeah, let’s. Try it and see you at least try. Okay, we got a couple more minutes. What have ah, not asked you yet about this. That, uh, you want to you want to share? Get a couple more. If i can cheer when quick thing. The second thing that i do besides defaulting to walking meetings is i do not take any phone. Call unless it’s absolutely necessary sitting down and that’s a very easy switch to make. Just grab the phone and start pacing, you know? Yeah, i’ve been doing that for years because i’m a kinesthetic learner, so it teach me it just helps me if i move, i think better and just and i found that if i’m like, when i wasn’t standing for phone calls, i’m sitting at my desk, checking my email and getting distracted, so standing walking on and also i think i want to emphasize to people, you know, i got started with this web stuff in the early nineties, and i had our side by the nineteen, ninety five repetitive stress is right, and one of the things i learned there was about stretching and taking this break, that it’s really important, and sometimes we get so addicted and where were you know, we use our computer keyboard is a lunch train, and we don’t get up because we think, you know, we’re not getting work done. So the one thing i would leave people with us really think about what you’re doing to your body and what you’re doing to your mind and don’t think of it as wasted time and trust us. You’ll be more productive and you’ll be happier. Absolutely okay. Productivity, creativity. Good health. Good. Reduced cholesterol. Substantially it’s. All it’s. All excellent. All right, we do anything you want to wrap up with. No, just thank you for the opportunity and happy walking, everyone. Yes. All right. Get out there and do it. Metoo sharma is yes. Is co founder and executive director of social media for non-profits and beth cantor, master trainer, author and blogger walking is work. Don’t call it a break. Listening to and joining with tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen. Thank you so much for being with us, ladies. Thank you. Great thanks to you. Pleasure twenty steak too, and keep current after launch are coming up first opportunity collaboration it’s an unconference in x top of mexico in october for everyone working in poverty alleviation, there’s a lot of free time to meet the non-profits from around the world that are there, who you can learn from and who can help you do your work wherever it is you’re working it’s over ninety three percent sold out i’m going to be there? I got my reservation in if you are helping those who live in poverty, check out opportunity, collaboration, opportunity, collaboration, dot net, i have over one hundred seventy videos on youtube. There are dozens of conference interviews, all the conference conferences where i’ve interviewed speakers on topics like fund-raising events, marketing, communications, technology, board relationships, lots of board topics, the non-profit radio knowledge based videos are there everything i’ve done on plant e-giving and charity registration? My stand up comedy clips are there, too. My channel is riel r e a l tony martignetti and there’s also link from tony martignetti dot com to the youtube channel and that’s tony’s take two for friday seventeenth of july twenty eighth show of the year. We’re pre recorded this week, but you know how sincere i am in sending live listener love if you are one of the live listeners today, thanks so much for being with us live listener love to you podcast pleasantries wherever you are, whatever device washing dishes or otherwise, whatever it is you’re doing pleasantries to the ten thousand over ten thousand podcast listeners and affiliate affections to everybody listening on those am and fm stations throughout the country. Our affiliate network. Thank you so much for being with us. All our affiliate station listeners. Here are farrah trump, peter and cura marchenese from anti seizure keeping your website current after launch welcome to tony martignetti non-profit radio coverage of ntcdinosaur non-profit technology conference twenty fifteen we’re at the austin convention center austin, texas with me now are farrah trump, peter and kira marchenese sarah is a vice president for big duck and kira is senior director, digital strategy and platforms for the environmental defense fund. Sarah sarah, welcome, welcome you welcome. Thank you. It’s. A pleasure to have you both here. Let’s. Start let’s. Start with you. What are what are non-profits not really planning around enough when they do a web redesign or maybe even a launch. Everybody gets so excited about having the new site that it’s like you bring home your brand new car and you never think about putting gas in it, much less getting the tires changed or oil put in it. And so what we focus on our session focus on in our session is all of the things that you do need to keep track. Of after you’ve brought home your shiny new website and concrete tips on how to do so, uh, what are what are some of the things that you’ll be talking about? Just tick off a few topics. How does stretcher resource is further so that you can fit more smart updating in you in your regular schedule? We’ll talk about structuring your sight to minimize the need for updates, and we’ll talk about how to keep yourselves accountable and make sure that you actually do the updates that you’ve planned on doing. Okay, farrah anything i think you want to add at this early stage, just that i think just to build on this care and i did a session three years ago at the ntc twenty twelve called is a time to rethink your website, and that session was all about, you know, first, starting with a clear understanding of your goals and audiences before you go and change the design change, the content changed the technology, wait a really great conversation with staff and everyone and non-profit staff consultants who attended and we’ve since done it and other conferences, and it spread a lot of good thinking about do i rethink my sight? So i have to completely overhaul it? Are there incremental changes i can make? Well, we realized, as we were sort of reconnecting on this topic recently was again a sort of cure was saying there’s, so much energy put into building a site, you know, redoing your sight can take six to nine months for some organizations a year, and then all of a sudden it launches you like great done seeing three years check off. Exactly, and what we have found is especially, you know, your your website. Still, even the web sites have been around for over twenty years. It still is the one of the main places supporters will go to find information about you, and it is important that that site represents who you are and what you’re about on also is somewhat current with user experience and what people are looking for in a basic website so responsive, for example, on other things, and and that means that your sight’s still has to be dynamic. It can’t be a brochure, so if in organizations made it past this idea that their website is not a brochure that step one but i still, even though that happened let’s say, non-profits and organizations got that over ten years ago. And, you know, our website needs to be engaging. Great. I still think that there are lots of non-profits out there. They build their sight, they set up the information, they walk away from it. So this idea of this session is how do you keep that site current and think about it being a living, breathing representation of your organization and a way to connect with your community beyond that launch button day. Okay, care. I see you nodding a lot. So total agreement, your did this three years ago. So you know, the beginning of this three years ago, this is this is this is the sequel, and this is how we’re keeping it current. Okay, this is the electric boogaloo part duitz. Yeah, exactly. Remember that break in electric boogaloo? I don’t know, eighties. Um, okay, so, let’s, stay with you. Ah, farah what’s your wee. Where should we start with this? Start this process. Well, karen mentioned stretching resource is further. Is that is that a good place for us to start? Yeah, i mean one of the things that we often hear when we say, well, wire websites not kept up to date or wire people, you know, aside from this feeling of okay, it’s changing a belief, certainly that i do have to think about my sight beyond launch, but more than that, we always get this conversation that, well, i don’t have enough time. I’m busy getting the next email out, i have to worry about my fund-raising campaign, we’ve got all this advocacy, this petition, we’re running, so everyone sort of caught up in the day to day their communications that they want the website to be on autopilot. Eso what we’re really looking at is, yes, we know you don’t have enough staff time, we know you don’t have enough money, what are some things you can do once we get past that acknowledgement? And so we’ve got a lot of suggestions about how you can, you know, take those limited resource is and be smart about you want people to stop saying we can’t way have this other stuff, so we’re just gonna throw up our hands and website just we’ll have to suffer exact what can we do with the limited? Resources that we do have exactly. Okay, exactly. Xero what can we start to do? Well, the first thing that you can start to do is evaluate what resources you have and how much you need, and so we’ll go through ah quick little math exercise on our site. We have about one hundred pages that need some kind of maintenance there, not a press release or a block post that has a date on it, and nobody ever expects those to be updated. We’re talking about the page, the about us, paige, our privacy policy pages about certain projects that were working on those need a little bit of care and feeding, and one of the first things you do is you say, well, if i’ve got a hundred of those and i think it’s going to take a couple hours of time, tio, get each of those updated one hundred times a couple hours that works out to five weeks of solid work time in is that reasonable? Do you have five weeks? You know, some organizations do and that’s great, and they’re a head of a lot of the rest of us, but a lot of us. Will say, oh, in two hours, that’s really not enough to update this page because i’m going to have to talk with the program’s staff who managed this manages the project, and then they’re going to have to approve the changes that i make and all of a sudden you’re like, man that’s, eight hours so that’s one hundred days and you know, where am i going to find that hundred days? So the in a lot of organizations, you never have that conversation, and you just have an out of date website in a stressed out staff. So the first thing that you can do is try teo, get it? Well, why’re we stressed out, is it because we don’t have enough help? And maybe we can hire a temporary writer to help us? You get on top of this, or have we just really taken on more than we can handle? And we need to reevaluate how many pages we have on the site. So if we can find a concrete place to start that conversation, we can start solving the problem you have in one of the things that we were talking about is like, what does? Your website being out of date really look like so that could look like everything from your board listing just doesn’t you know, you added somebody on the board two months ago, but they’re still not listed on your site so that’s kind of a minor out of date. But one of things that drives me crazy is when i go to an organization’s website and i see, like, save the date for her upcoming conference in december twenty fifth eleven but i mean, maybe that’s a little exaggerated, even last a month out exactly. And it’s like no, come back. You know, the next day i should see conferences from the pictures from the event i should see what happened. I should see the tweets, the storify, whatever it is. But i think when organizations say, like what’s new and you go to the what’s new page and it’s talking about things from six months ago again your donor, your activist, your participant is going to think you’re not keeping things up, and then they that will actually impact your reputation. So, you know, at big duck, we think a lot about your brand, so so our angle on a lot of this is hacking you your user website as a way to really continue to build a relationship with your supporter. Your website. Visitor. Whoever that is and make sure that you have said, is just enhancing their perception of you and not eroding it. And so, you know, when your website is out of date, it will start. People won’t think they’ll think a lot less of you, it’s, like coming by to your office and see that there’s paint chipping on the wall. What else? Anything you want to add to ah, what kira suggested about howto evaluate what? What? What? The task is that’s ahead of us. Yeah, i mean, i think here is laid out of really thinks about it so smartly, which is why i love presenting with her we’ve a love fest, but i think not, you know, it’s great to think about what are the pages, how we maybe minimize those number of pages we have to keep up today, but then layering in again, this idea of goals and audience is coming back to that, which is saying, okay, let’s say there are a hundred pages we’ve built the site, i can’t change it, it is what it is. I only have twenty days and not one hundred let me then focus my twenty days on the twenty most important pages, and those most important pages were the ones that maybe get the most traffic are most critical to any initiatives you’re running and are really the ones that your audience are looking for. Not necessarily the page at the executive director of the board chair tell she was most important, which is another congressman, we’re definitely gonna get into the board and senior senior leadership, they have their opinions as well, but it becomes very difficult and even your own staff. You know, one of the things that we’ll talk about is that editors and writers really like making things that are new, and there i won’t forget the first time that my online writer realized that it wasn’t it she’s pushing the rock up the hill, and it comes rolling back down and she’s got to push it back up again. We got a page lunch and she had really worked hard on it, and it came out great, and i made the mistake of saying to her right after it launched like, oh, great! And then the next time we come back and revised this page, we can look into this bit of it, and we’ll have data about that and the look on her face, who’s, just don’t make me do it again. You don’t have to do that again. And so it’s, not just the senior executives who are pushing us to do things that may not be really what’s most needed no it’s, always fun to do something new and it’s. Not as fun to go back and redo something that you thought was done a year ago let’s probe this little deeper when we’re getting of suggestions from boards, senior leadership, how do we how do we manage that on anybody? When, when, when their suggestions are misplaced, right about priority? It all goes back to what sarah said about goals and audiences, and if you’ve built a strong understanding with all of your stakeholders about what your priorities are and how you’re going to connect with your audience is then it’s easier to go back to that is a foundation and you know, if you can say yes, i understand that this is important to you, and when we’ve when we look at what people are looking at, there is a mismatch here you khun service that and have that conversation with them if you haven’t reached that agreement, it’s a lot harder to shift that conversation later, and i think when they come to you and say we want to change its pages, ask questions, why? In who? You know, why do we need to change it on dh who really needs this page? Updated who’s looking for something new that’s not already on there and let me tell you a little bit based on those thinking about the wise and the who’s, what i think we should be focusing on now, at the end of the day, i could say all i want to say about that as a consultant, but you live in an organization, and sometimes you have to listen to the senior leaders, but i think you can at least try and have a strategic conversation as much as possible, and you can set the agenda as well. You know, we don’t wait for our senior communications executive to find a page on the website that he thinks need to be needs to be updated. We tell him here the pages that we’ve decided to focus on for the next three months and here’s what you’re going to get from it. And so by framing the conversation again, back to the goals and audiences, you can take more control of it. I’m being proactive with that, i think you know, the other thing i’m thinking about us were talking, and we spoke again a lot about this previously, which is, i think organization non-profits have to make the shift of thinking about their website as a program, right? So you know what i mean? Like so if you think about the programs you’re putting out in the world, whatever those those maybe whether they’re in person, whether their, you know, whatever services you’re providing, if you think about your website as a service you’re providing, then maybe the idea of giving it, you know, love and attention and care and feeding feels a little bit more comfortable. I think when people still think about their website as this, you know, printed, you know, like the statics for tools, the support tool, but not a living breathing mechanism that could help advance your mission and connect with people. That’s what we’re really talking about. Excellent. I love that love that idea think it seems very simple programs, and it is so fundamental reputation, right and reputation and brand that all sang like that we’re thinking about exactly let’s move teo structuring the site two to help to minimize updates who was firing? One continues, i’ll speak briefly, but i think here has a lot of great things to say here i think you know when it comes to when your first structuring your site it’s important to think about what are the priorities that my audience is looking for again? Not necessarily what i’m what the senior staff for any staffer looking for, but it really ask the questions if you have an existing site doing user testing, finding out really what the community wants from your website again thinking about it as a program, and then once you’ve structured the site, i mean again asking those questions that, you know, in six months from now on, we’re looking at all those pages we have to keep up to date how we done ourselves a disservice. Certainly i’m not saying you should build your sight in a way that it doesn’t have to be updated. I think it’s important again for that website to be a living representation of your organisation, but maybe minimizing the number of pages that might have to get those updates and think about, too. What are the pieces of the site that need to be time sensitive and need to be up to date if it’s the description of you know your mission around a particular project area that’s probably. Not going to change. And you should probably structure it in such a way that that part of the page is is evergreen. And there might be things around it that change. There might be a little news box next to it that has blood posts and press releases saying the newest things about that program. But if you don’t have tio embed it all together so that you have to rewrite the entire text, you know, every three months, you’re going to save yourself a lot of time. 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 naomi 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 guests directly. To sign up, visit the facebook page for tony martignetti dot com. You must have other ideas about that physical structure around around timesaving go ahead, please. So another one is, and this one is a little harder to explain without the screen shot in front of me, but what we used to dio is, you know, every page had a bunch of sub pages, and anytime self they needed to be updated on one of the sub page you work on the sub page, it would be this longer, bigger piece, and then, you know, you’d have to go to the page that was above them and like you had all these updates in different places, and what we’ve done is just eliminate a lot of that, and so will have an overview page that has, again the evergreen overview of here’s, the work that we’re doing and why it matters. And then we’ll link off to a few more timely things, like a block post about it or a press release, some kind of statement or testimony, and when that piece ages, we just delete the link. And so we keep that high level overview of what we’re working on and why they’re little supplementary pieces of it that give you a sense of what’s going on right now? But we haven’t built it in the structure of the site. We haven’t created extra pages, we haven’t, you know, built it into the menu, and once you build something into the menu that’s really tough because if you have four things in the menu, every one of them has to be updated. But if you could just have an overview page that refers to for things, you give yourself a lot more flexibility. Excellent, excellent! You got more that’s, a that’s, a great one, i think that’s about it for a structure there. I missed anything. No, that sounds good. I mean, one of the other things i knowthis is neatly under structure that we talk about is sort of using the work that you’re doing another channel. So let’s say you’ve got this great instagram presidents or you’re really active on facebook or you’re tweeting a lot and thinking about how to embed or bring that content in as a way to keep your sight feeling dynamic and what’s the right places for those things. Where should that live on your site? How should it live on your site? That’s another thing that we have people think about, okay, so it’s possible to have more than just a little little box recently sent tweets exactly what more can we didn’t mean? You could just have the most recent tweet you could, depending on how sophisticated your twitter ah, you know your your twitter tweeting is if you use specific hashtags, you can connect those hash hoexter appear on specific program pages or bio pages if staff members are mentioned by name or by twitter handle okay, yeah, things like that so just being like taking it up a notch, being a little bit more sophisticated with how you bring it in, but while we’re talking structure let’s also go into deep structure, which is actually the platform that you’re on. And this is another part of website e i love that i asked you before you kind of threw up your hands and and then a man came back and now now it’s come back in a deep strike now we’re getting deep deep here throw this goes into the category of invisible ways that your sight can be out of date, you know you can come to my site and you can’t tell easily if i’m running word pet press three point seven or four point two, but it matters, and if you fall too far behind on those updates, you open yourself up to security risk as well as not being able to take advantage of the latest developments on your platform. And this is something that i think a lot of the content specialists just don’t have on their radar and it’s something that you need tio have a sense of how often your platform updates, which are the updates that are important for you to take advantage of and then work with your vendor or your in house team to make sure that, you know, you’re sticking to a schedule and you’re not falling too far behind. Yeah, i mean, i think websites have sort of two sides, right there is the front end, which is what the user experience is what the person sees, what they can tell is happening with the organization based on your site, then there’s the back end, which people love when i say back in, then there is the back and that’s where they’re headed, right? And, you know i think you think people are thinking that because i’ve had people say it’s, because your mind is in the garden sometime sometime, i here i am back in altum now, maybe i don’t i don’t have the same day, and my body studio is okay. So the on the back end of the website, we’ve got your content management system and your constituent relationship management system, and sometimes the cms sincere amour love lovingly integrated sometimes they are two or twenty different systems that are connected to your site, depending on how you have it set up and it’s important again to think about as a staff you’re worrying about how those things work in secures point, you need to make sure you’re paying attention to both sides of the equation s so that the site is not only again representing you well, but also doing all the work it can for you and and supporting your fund-raising your outreach, whatever it might be that you need those systems to be working well and up to the latest date of what they can do for you care. When we did an overview, you mentioned accountability keeping you’re keeping yourself accountable, what’s what’s this about. Well, once you decide that you are going to stick to a certain update schedule, i mean it’s like sticking to a diet, right who’s going to be able to do that completely on their own without any sort of reminders or accountability, some of us can, but most of us can’t, and i can tell you one thing that definitely did not work for us, which was having the systems and automated reminders, you know? Hey, tony, this page is out of date, you might want to check it out just became anxiety producers and it’s so easy to ignore them because the system won’t know if i don’t do anything about ignore exactly. And so one of the things that we found is that in order to hold yourselves accountable, you really need a person to be part of that and there’s usually somebody on your team or associated with your team in some way, who is going to be open to taking on that roll. And, you know, one of the things that i encourage people to do is figure out who that person is embraced that about them, you know, used. There, there their charm and organizational skills. Thank you. Fair lovingly nudging. Yeah, and you know that that’s going to be the person who has all the spreadsheets and gets really anxious when deadlines are approaching, you want that person sharing that that skill with the rest of your team? Because otherwise it’s just too easy, like farrah was saying in the press of all of your communications and email schedule on all of that to just let this thing that feels not as urgent slide, but, you know, you do that too long, and all of a sudden you have five weeks of work backed up that you could have been tackling a little bit like a project manager function. Okay, the other thing we talked about this is about accountability, general, with all sorts of things is the racy model? Do you know that the r a, c i so that stands for responsible, accountable consultant informed, and the idea is that at the start of every project, you think about those different roles, so for example, we may be accountable to the executive director, but they don’t need to know they’re not they’re not responsible for things. That they don’t even have to be consulted are informed they just want their they’re ultimately accountable. Maybe they have to be informed, but the communications director has to be consulted, and then the communications manager is the person who’s actually responsible for getting it done. So thinking about those different levels of where people have to weigh in so that you’re not, you know, waiting on this, you’ve got this long list of pages, you have to go through ten people thinking about people’s different roles on that accountability scale could be very helpful, okay? And then another thing that you can do in addition to getting a person involved is think about how you’re presenting to yourselves, the work that needs to be done. So, like i said, it doesn’t work to just have a system generated email land in somebody’s email box, and nobody knows it’s there one of the things that has worked for us is to do a chart and the amount of red on the chart shows how many pages have past their expiration date on the site and visual yeah, eso to share that publicly and then there’s a sense of sort of shared accountability like, oh, how did the red get so big? And i’ve actually had the editors say, wait, can we wait just a couple more days before we make the next charge? Theo? Yeah, exactly out of the rain. It looks so much better if we could just getting forty eight, forty eight hours. Yeah, exactly. And so figuring out what the right tools are to motivate and and get your people feeling the urgency about it, i think it’s going to be different for every organization that’s one that’s worked for us. All right? We still have another couple minutes together, like, another three minutes or so. What? What else do you want to share that we haven’t talked about yet? I mean, one of things that we sort of end the session on is that people should make a road map for themselves. What? What should they be doing? As you know, is a result of thinking about this. What do they think they need to do immediately? That might be doing a sort of friend and sweep of the site and figuring out like, oh, my god, we have that, you know, what’s new section that hasn’t been updated in two years or, you know, put out the immediate fire is the low hanging fruit, as we like to say, so make a road map of what do i need to do this week? This month? What do i need to do over the next six months? What do i need to put on a schedule for next year and just really plotting out? What did you and making yourself unorganized way to think about it cause there will be it’s like anything? Lots of anxiety around this issue? Oh, god, and it really is i was doing it wrong, or i’m worried about it, but just really just try and plan it out, map it out and think about where is the biggest thing you need to put your attention on with the resources you have, kerry wanna add anything? Just that this is never challenged, that anybody has completely conquered, and even though i’m up here, you know, sharing tips and wisdom that have we’ve come across our site is not up to date entirely, you know, we haven’t gotten rid of the red on that chart, it’s, very brave of you and well. I’m sure if you poked around hard enough, you could find something that was obviously out of out of date. So it’s also being kind to yourself and acknowledging that this is something that you’re going to be working on for a while. All right, we have to do a shout out. Tio sarah, sarah, durum who’s the cold herself president or ceo and president the grand poobah i call her the big big duck of big. Alright and today your birthday have hurt the chariots. March forth it is four. So happy birthday sorrow they sarah happy twenty nine. Yes, of course. And she’s been on the show. She’s wanted me to get you for some time now. Here we are. Here we are. All right. We’re gonna leave it there. Thanks for having us. My pleasure. Thank you very much. Kira farrah trompeter is the vice president? Maybe someday i don’t know. I don’t know. I like it. So it spread like vice president you do. Alright, vice president of big duck. They’re consulting agency thinks a lot about brands and reputation in new york city. I’d like to visit your office any time. And kira marchenese very good, thank you. I names are important. See she’s, the senior director for digital strategy and platforms at the environmental defense fund and again farah kira, thank you very much. Thank you, thank you, stony martignetti non-profit radio coverage of ntc non-profit technology conference twenty fifteen at the austin, texas convention center thanks so much for being with us. My thanks always to everybody at inten the non-profit technology network loved being at that conference each year, and i’m sure i’ll be there next year. Also next week it’s our twenty fiftieth show next week we’ve got giveaways in studio guests all the regular contributors have a comedy sketch, live music, a new sponsor and lots more going on two hundred fiftieth show fifth anniversary of the show we’ve been doing this each week for five years be with me next week are two hundred fiftieth show july twenty fourth. If you missed any part of the two hundred forty ninth show, find it on tony martignetti dot com opportunity collaboration with world convenes for poverty alleviation it’s an outstanding unconference that will ruin you for every other conference it’s over ninety three percent sold opportunity collaboration dot net our creative producer is claire markoff. Sam labor, which is the line producer show social media, is by susan chavez, susan chavez, dot com and our music is by scott stein. Thank you, scotty, with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Hey! What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist. I took two or three years for foundation staff, sort of dane toe. Add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gifts. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and 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 July 10, 2015: Reach The Rural And Marginalized & Discovery Visits
Big Nonprofit Ideas for the Other 95%
Our Sponsor:
Opportunity Collaboration: This working meeting on poverty reduction is unlike any other event you have attended. No plenary speeches, no panels, no PowerPoints. I was there last year and I’m going this year. It will ruin you for every other conference! October 11-16, Ixtapa, Mexico.
Listen Live or Archive:
- On Fridays at 1pm Eastern: Talking Alternative Radio and tune in.
- Listen to the July 10, 2015 archived podcast.
My Guests:
Osvaldo Gomez: Reach The Rural And Marginalized
Osvaldo Gomez reveals lessons learned as he used online, mobile & cloud technology to improve health care outcomes in hard to reach communities. He’s technology director at Upleaf. We talked at NTC, the Nonprofit Technology Conference, hosted by Nonprofit Technology Network (NTEN).
Maria Semple: Discovery Visits
These one-on-one meetings are critical to your prospect research. Maria Semple, our prospect research contributor and The Prospect Finder, makes sure you’re getting the most out of them. She also shares her recommendations for summer conferences throughout the U.S. that will help your research.
Top Trends. Sound Advice. Lively Conversation.
You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.
If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.
I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.
Sponsored by:
Processed on: 2018-11-11T23:20:02.948Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2015…07…248_tony_martignetti_nonprofit_radio_20150710.mp3.448046194.json
Path to text: transcripts/2015/07/248_tony_martignetti_nonprofit_radio_20150710.txt
Oppcoll 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 am very glad you’re with me. I’d bear the pain of mass toid itis if i had to hear you say tony, i missed today’s show reach the rural and marginalized osvaldo gomez reveals lessons learned as he used online mobile and cloud technology to improve healthcare outcomes in hard to reach communities. He’s, technology director at upleaf we talked at ntcdinosaur non-profit technology conference hosted by the non-profit technology network and ten and discovery visits thes one on one meetings are critical to your prospect research maria simple, our prospect, research contributor and the prospect finder make sure you’re getting the most out of them. She also shares her recommendations for summer conferences throughout the us that will help your prospect research on tony’s take two important legal stuff responsive by opportunity collaboration that working meeting that unconference on poverty reduction that will ruin you for every other conference. Here is osvaldo gomez from auntie si. Welcome to tony martignetti non-profit radio coverage of the non-profit technology conference it’s day two were hosted by intend the non-profit technology network and we’re in austin at the convention center. My guest is as valdo gomez he’s, technology director for upleaf. Welcome, osvaldo, thank you for having me, it’s. A pleasure. Your topic is using technology and online communication to reach rural or marginalized populations. Excellent that’s, a riel niche topic before we before we get into it, and we have plenty of time to do that let’s, define the rural and marginalized. How do you consider those? So i think that the most important thing is to understand that. There are lots of populations that could be considered rule. Remember, analyzed the most. The most obvious one is hispanics. There’s, obviously a language barrier. There’s ah, you know, on documentary me grant. So are other circumstances that by default, you assume that it’s a somewhat marginalized population, then when you add up hispanics that live in rural areas, then they kind of have the double warming. Okay? We’re very hard people who are very, very hard to reach exactly online. Kind of off the grid. You all right? Do they have? And this is really dangerous. Got nowhere generalizing about lots of different populations. Exactly. But we’re talking about the hispanic population because the work was with the hispanic access foundation. Yes, correct. Okay. All right. So how can we with with recognizing that were generalizing? Yes. They didn’t have mobile devices largely. So that was very interesting for us to learn. When we started working with the project, we realised that the the word three things that could help us first is online communication. Because because you are it’s, a nationwide effort, it’s really hard to get to everyone in person. And there was a grassroots component to it also yes, there were. I don’t want to take you off your way have plenty of time don’t want and so they it was hard to get to everyone in person and they was also expensive to get to everyone through attritional media. If you do tv it’s very expensive. So the obvious choice was to go online. Okay, online number one. Exactly. Then the next one is mobile devices and mobile devices helped us. No, no, not just in the front and just, you know, because people like you are saying there’s a high incidence of smartphone use there is there’s there’s good penetration? Yes, even among the marginalized in rural. There is this ok and then but it didn’t also didn’t on ly helped us there. But it also helped us in the back in for us to actually run the operation. So when we were doing aggress receive into then it made sense to have the staff that was running the event using in their case it was ipods and using a mobile device because it allowed them to do data entry on this part. Okay, so for the back end also there was that there. Was online. And then is there a third of that is yes. Oh no eso so we said online communication and we say mobile devices, the third big part of this was clouds services, okay? And that is kind of the perfect pair for mobile devices, because then you have this holy infrastructure of this whole team on a national level connected and connected are low cost, which was really important because obviously it’s a non-profit it’s, not unlimited funds. And so those three things were the ones who allowed us to really reach this population. And what we proved with this project was that using online communication, mobile devices and cloud services, you can effectively reach rural or marginalized populations at a national level with a very small core team on a low budget. Alright, very exciting. I love i really i love the niche so let’s dive into it. What were the first steps? So what we did was essentially use a whole host ofthe tools to get to do to do this. We didn’t discard mass media. Well, let me ask you first, what about assessment? Determining where the people are, what they’re levels of connectedness are well, that was easy. There’s there’s a lot of information about distribution of hispanics and in our presentation, there’s a very cool map that shows you the share of the population for county that is hispanic. Ok, so there’s this’s and this is all in the us exactly, and and that the census is of the first go to place, and then it’s very easy to flag where to go, but in their case what they did, because obviously this has to be funded, so they had to prove the concept. And so they started in houston with one community, and when it went really well there, then they expanded to five communities and then more and more, and then four years later, they’re reaching eighteen states in the united states. Obviously, the goal is to get toe all state offgrid taken incremental with a community and then a bunch of states which is that’s a big leap on praveen eighteen states exactly and it’s very important to prove to the donors that the money’s will spend that you’re doing a good job, and so they’ve been doing that very effectively, and i think that the those eighteen states have bean chosen based on you know where you’re going to have the biggest impact. Of course states like texas, california winning first, how were they able to measure? And we can go? We can come back to this later on just you’re just sort of overview. How were they able to measure outcomes or definitely had an impact? The biggest tool that they used was a sales force system on this system was what the field team used. We’re on their ipods on the field, and it was what the people in washington had also available in this system runs the entire operation. And so everything that happened if you attended an event that data was entered, if there was ah, say that ran on your show that was logged, and ultimately once you put once you do all that data entry and in a decentralized way so that every user does their part, then because you have an integrated system, it all comes together, and then you can report on it more effective. Okay, so so the outcomes were points of contact. That was one part of it. The other thing was, first of all, we would do we still do post event surveys, so we collect data from people, and we collect data from the speaker about how the event went, how what you learned, and we kind of tried to gauge whether they actually learn the talking points of the okay. All right, so it was more than just a contact. But what was learned exit from the contact of the event, exactly. The other thing that we did make love sense they’ll think what it was a huge population study to evaluate whether not only they learned because there’s through three stages for for behavior to change, you have to have knowledge about, you have to know that there’s a problem, you have to be motivated to change, and then you have to have access to the resources you need to change. And we’ve been addressing all three but to be able to prove that the last one, the access and the action took place and we need it to we needed to do a study. So we did, and we proved that when you were able to educate people through a grassroots event with a community leader that they trust and kind of build that knowledge and create the position of risk. For example, we did a one big part of what we did was cancer, breast cancer and colon cancer prevention. Yeah, i was going to ask you about what some of the messages were, but go ahead, we’ll get to that. Yeah. And so for that you have to actually make sure people got tested screened exactly. Eso this study allowed us to prove what the success rate wass and, you know, out of all the people that attended this event that received the information, the motivation and was made available resource is for them to go get tested. How many actually did get this all right? And the results were very good on dso we’ve bean just building on that and improving over the years to make sure that that we reach us many hispanics as we can. Okay, really cool. And of course, you mentioned sales force. You’re doing this on a low budget sales force, of course, donated except for non-profits i think it’s up to ten licenses, i believe. Yes, that right salesforce’s free for non-profits. Well, the first and licenses are donated, and then you get a huge discount for the one after that, okay, it’s huge on for these organization in particular. So far, they’ve received three hundred three, six thousand dollars worth of donations part of that or most of it from sales force. But a lot of that also from google through the google non-profit program they run google ats donated by ghoul okay, one hundred percent 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 so let’s, talk about some of the tools that were used, so we’re we’ve we’ve touched on sales force. Yes, dribble used ripple. Yes. That’s that’s a quaint listeners, maybe more, probably more familiar with word preston droop a lso. Explain what dribble is drew police, a condom management system platform and it’s being used very widely. The white house website is built on drew people really and so it’s, very popular and very robust and it’s amazing the nuggets you can learn on non-profit radio. The white house platform is not is not word press or even customized. It’s ah, droop a little bass. Yeah, all right. And so there was non-profit radio. I’ve been telling you for years. Listen to me. Listen to osvaldo. And so the main thing is, whenever we chose the technology was is it open source? Or is it donated or discounted? Because no, the savings are remarkable and so do people was what we used for the front end sales force for the back end. But then they also because this is a distributed team throughout the country. They needed to be able to claret. And so again with a google for non-profit. Program, they were able to get google maps for free and so their e mail their calendar, they can do hangouts and collaborate and and also have a share, dr using google drive and so using all of these tools, they’re able to stay in touch, to stay connected on to coordinate. And this goes not just to do the core team in washington, but they also gave ipods to the field team to the community and faith based leaders in the community so that they could stay connected with this network. So they expanded their teams through volunteers essentially very, very effectively, through the use off the mobile of isis on the clock services and, of course, online communication to distribute the information. All right was was was more of the communication mobile based than than online because because there’s a greater penetration of mobile devices than there is desktop and laptop computers. So what we try to do is i mean, i guess i mean mobile native or was it was a more online and then mobile mobile optimized exactly that’s the that’s the the key because of cost it’s very for non-profits it tends to be prohibited. To have a nap for every platform. Especially when you have to. Do you know it’s andre for so many different devices. And so web apps or web solution’s make more sense. Okay, okay. Let’s, turn to the grassroots component of this. Because that was important. A huge yeah. Very important was not just online with, i guess local community organizations that are trusted in the low in the local place. Exactly. And trust that he’s a key word. Because, you know, an undocumented immigrant is probably not going to trust on outsider to come and tell them. Let’s. Let’s, gather you all in this room right now and talk to you. And so being able to reach them through the church that they attend, or through the community center in their community that they already trust. And the people eating there that they already trust andi, instead of having an outside and talk to them, have the leaders that they already know talk to them about the specific topic was very, very, very important. So the organization try to engaged these leaders on dh. Right now, the network is two thousand people strong throughout the united states about more. Than two thousand leaders throughout the united states are connected to this organization engaged by this organization and participate and lead these events that are happening as we speak that’s, the hispanic access foundation. Yes, we’re all the messages about rest in colon cancer. Well, that was part of it. The address they have for areas there’s, education, there’s, health, of course, and the kid. The cancer project, is an example of that. There’s also finance on dh. There is the environment, and the reason why these four are important is because in the case of finance, what, what they realized this. You have to help people improve their lives throughout, if, if there’s, no money, there’s, no health, and so being able to. And the main thing for for immigrants is. Being in the numbers being in the statistics and so submitting your taxes, even if you’re undocumented is huge because if at any point in time, in future there’s immigration reform, you have to have that history that you’ve bean reciting innis they file your taxes compliant for years exactly all right, all right, and that’s a huge thing because there is no tradition in america of doing that. So educating people that in the united states you do have to file tarsus taxes regularly is a big deal. What were the outcomes you were measuring in thie environment, part messages. So the thing about the environment is that when you pull hispanics, they’re all very aware of it. They were aware that you have to preserve the environment, that climate change is important, but many times, even though they want to a lot of hispanics living or been city in urban areas, and they don’t really get out much besides a lot of doing a lot of work and so being able to create a world, especially among the youth, that all these national parks are available to you that you have to take care of them if you go to a national park you take care of. It was very important because he created this more well rounded. How did you measure citizen? How did you measure the impact of those national parks announcements? So the idea is beyond announcements we actually organized tours and took people there. And so the post, sir, the post even survey was very important to gauge how how many people numbers attended the tours and what they’re what they learn and how they felt. Definitely excellent. Excellent. And what about on the education side? Were the messages there? There was a lot about making sure that the people can, first of all, with those very interesting price about distributing books two, two hispanics and creating their habit of off reading of learning. So so that was a big part of it. But i think that the most important take away is that it is possible that a non-profit with a low budget, a small team can really use thes three tools online communication, mobile devices and cloud services to reach very hard to reach populations effectively. Yeah, excellent. All right, now we still have a good amount of time left. So tell us were there any other tools besides the a dribble sales force and and the google maps that were that were important? Yes, so they’ve used a whole whole host of things. So one one, because this is all valuable, i mean, even if you’re not trying to reach rural and marginalized pompel definitely in terms of low cost, valuable, you know, really helpful tools for for non-profits we’ll definitely yes, whatever whatever work you’re engaged so well, what else was valuable? So they important thing i think we think sales force the top exchange what the application store that they have is very important because there’s a lot of free it’s, a sales force petition store, the ap exchange, okay, okay, and they having these aps available for free was huge because it allowed us to expand the infrastructure and do more things than what the course ellsworth system can do at a very low cost. The most important one for them was project management, and you can imagine running in national operation with a bunch of volunteers spread throughout the country, how hard it could be if you don’t have the system in place to manage every little to do and organize things and so there’s a free up in the ap exchange called milestones, pm milestones milestones piela all right, there’s, a free program management tool that you can just installing your in yourself was application and having it in one system was huge. There are others that are there’s. A lot of you know is outstanding to me because first of all, sales force is free. First ten first, ten licenses so let’s do. Our audience is small and midsize non-profits excesses him. They probably don’t need more than ten licenses, but anyway, but then there’s a deep discount beyond that. But then the then the everything in the ap exchanges free. Well, not everything but a lot of it, but just wanted this project management, which is again called milestones being ostomel p m free, so free sales force and then free add on and obviously valuable because it’s, managing a project of two thousand volunteers across eighteen states, exactly really outstanding. What what other tools can you share? So the other thing that we did was looking for whatever was donated, open source or discounted and so in terms of email marketing, very good. Response has a at that point, when we started, i think they’ve changed a little bit recently, but they had this donation program that you would get the first ten thousand emails for free and so for them it made sense to start without because it gave them a in an instant saving, even if they had to pay for the extra write emails he gives them gave them just like socials gives you this instant push, and so but the beauty of it is that it integrate two cells were so they could go toe one place and do everything they needed to do so. Vertical response there’s an app in the exchange from vertical response that allows you to integrate it into cells. Whores it’s remarkable that’s outstanding these air this a great great resource is really alright. I’m adding vertical responsible list now that’s that’s um that’s! Excellent! What else could please more? What else should we use? Share don’t don’t hold back with tools are there so i think that they being able to when you, when you combine all the key tool that i think it’s very important to understand that they would didn’t exist. A few years ago is this mobile devices in the case, in their case, the ipod and they they had ei paso were connected to a cell network so they could be moving around and doing that entry. But even if, even though it’s not donated or free having a tool for a relatively low budget that you can distribute two people, you know, remote for them to work remotely is huge and being able to use all of the other tools sales for his google labs and all this stuff through this device really empowers people on what we saw was, you know, a pastor that’s, sixty years old and had never had access to a device like this, getting training and having so much enthusiasm for learning to use this tool and then realizing that it really helped them, even if it was a little scary at the beginning, it really helped him do what he wanted to do, which is help people. All these people, they’re not any for the money, obviously. So they really want to help people. And when you give him a tool that allows them to help more people, they just love it. Love that of the story of the pastor let’s spend a little time our last couple minutes on lessons learned on the the and the grassroots level, so we talked a lot about the digital onda technology side let’s talk about the the personal side, the people side of the grassroots work, some lessons learned there, yes, so the key thing for us was don’t go it alone, partner, and the profits are very good at doing that partnering, but in this particular case, it’s key because you can’t go into a community that is already a little off the grid and pretend to be an outsider and be heard and access people, and so being able to to go to get to these community through people they trust was very, very, very important. Now, these people also need to be able to trust you as an organization. And so a lot of the work that the spending explanation did was reaching out to these pastors, getting them into a room on dh, showing them everything that was in the works. Everything that we’re doing, this is our this is even how we’re handling data. This is how we’re handling privacy if we collect data from an undocumented immigrant, we’re not sharing that with anyone and creating that trust between the organization and the leader was important because if the leader trusts you, then the committee trusts you and i think that’s the biggest takeaway from this there there vouching for the larger organization exactly local leaders are vouching for exactly they’re putting their name on the line. And so they want to know that you are really for real trust critical both between the organization and the leader and the leader and and the people. And then you’ll get the third you get the third leg of the triangle between the people and the organization, exactly, little by little. And then okay, well, then i would say, and then the messages will be trusted except by little. Sounds like there’s something there? Yeah, so? So even so, we’ve been at it for a few years on dh. What we’ve seen is that you go in the first time pastor or the priest, in some cases, partners with youand brings people in and educates people the first time the attendance might not be. You might not feel the room the next time you do, on the following time, then they they asked for, and i think that there’s a real need for information people just don’t really they don’t feel comfortable asking for it. Yeah, all right, but but they they open up? Yes. Okay, we have another like minute and a half or so. What else? On the personal? The grassroots organizing side. Other other lessons there? Well, the other thing is don’t be afraid to use technology. This story about the pastor that was kind of scared of the beginning. It was very easy for everyone at that point to say, well, let’s, just not do that let’s go to back to paper latto pencil on paper, but that has a huge cost over the long term, especially for you to actually measure impact and don’t and so don’t don’t not being afraid off putting people out of their comfort zone and telling them let’s, do this let’s do it together and it’s okay is important. And i think that that was a big lesson for for me, because a technology guy, i thought, everybody, we’re going to say, just say, yeah, sure, that’s it, andi, wasn’t it? Took some convincing but beeper system because ultimately, once they get used to it, then it becomes something that they can’t work without. Oswaldo gomez, technology director for upleaf very inspiring story that’s outstanding. Thank you very much for sharing. Well, thank you for having me at my pleasure. This is tony martignetti non-profit radio coverage of the non-profit technology conference and t c twenty fifteen. Thank you so much for being with us love the story that he shared lots of valuable information, even if you’re not trying to reach the rural and marginalized, but just about free and very low cost resource is excellent. One let’s do live listener love and let’s start abroad. Seoul, south korea always with us gratefully. I’m very, very grateful. Anya haserot soul guangzhou, china ni hao, we’ve got jakarta, indonesia very glad you’re with us live listener love to jakarta and tokyo, japan also very frequent listeners. Konnichi wa in bangladesh, we’ve got listener in dhaka i’ve been there. I spent a day in old dhaka but spent several days in ah in the capital generally welcome dhaka and also in brazil. Camp in ious live listener love how about domestic ridgefield? New jersey. My dad used to teach in richfield ta ta ta ta ta ta. Instrumental music in the elementary schools in richfield, new york, new york. Thank you very much for being with us. Cranford, new jersey, hubert, north carolina and oxford, maine. And i believe oxford main maybe. Read stockman. He was tweeting that he is listening in maine that maybe read live listener love main north carolina, new jersey, new york. Thank you very much for being with us. Tony stayed too. And the open movement coming up. Uh, pardon me. The discovery visits air coming up. See, i need an intern so i could blame someone when i make a mistake like this. Tony’s take two and discovery visits coming up. Where’s the intern to blame. But first i got to talk about opportunity. Collaboration. It’s ninety three percent sold now. It’s, thea unconference in x top of mexico for non-profits around the world grantmaker zoho social impact investors, venture capitalists, academics and companies. If you’re working to reduce suffering anywhere in the world, you need to be at o c. There are no plenary speakers. There’s no power points. Every session is in a circle. Obviously collaborative three hundred fifty people and there’s lots of time. Deliberately set aside for meeting each other. I was there last year. I’ll be there in october. I did get my reservation in opportunity. Collaboration dot net. The video this week is a new entry in the non-profit radio knowledge base. Important legal stuff. Jean takagi. You know who he is? Our legal contributor and the longest running contributor to non-profit radio uh, four years. He’s been with me four years. He’s, the principal at the non-profit and exempt organizations law group in san francisco. That’s his, you know, that’s, part time gig. But most of the time he spends with non-profit radio he’s been with the show. As i said four years and i chose the best stuff from his four years. And i added it to our knowledge base. And the video is at tony martignetti dot com that’s tony’s take two for friday tenth of july twenty seventh show of the year. You also know maria simple she’s, the prospect finder, a trainer and speaker on prospect research. Her website is the prospect finder dot com. Her book is panning for gold. Find your best donor. Prospects now, she’s. A diet of dirt, cheap and free. You can follow her on twitter at maria simple. Welcome back, maria. Maria so i give this screen here. How are you? Where you been? What’s going on there? What do you think? That’s? Too much that’s. Too much. I had myself on mute while you were doing on minute announcements there. Sorry about that. Um, i’m glad you’re with me. Welcome back. Absolutely. Thank you. Pleasure. We’re talking about discovery visits today. These, uh, he’s let’s, define the discovery visit. And then once you explain why you think they’re so critical, the prospect research well, you know, as prospect, researchers, unfortunately, we don’t have access to every little piece of information that would be useful for you. As you’re thinking about cultivating or soliciting someone so actually sitting down face to face with a donor is going to yield so much insight about what motivates them, why they love your organization and potentially yield larger gifts for you down the road. I blogged this a while ago, and it may be one of the first times that you and i met online because you commented on it. But i don’t think you were on the show at this point. But i blogged the value of face-to-face meetings and i was not. Diminishing prospect research online and all through all the resource is that you and i have talked about from chambers of commerce and libraries toe online resource is wasn’t diminishing those, but yeah, the value that you get from having lunch with someone i happen to like doing it over meals, but whether it’s over meals or a meeting in their office or a site visit to your place, those could be great buy-in you just pick up so much just by talking to somebody for for an hour? Yeah, yeah, and and definitely even in the body language alone. So you start steering that conversation in a certain direction, and you see people getting uncomfortable or fidgety or ah, in the opposite way, if maybe they start leaning in and leaning forward and looking like they’re really engaged with with what you’re talking about, perhaps a new program that you’re looking toe launch and get funded, all of that can yield so much great information for you. Sometimes it could be a little awkward. You hear things that you, you’re not sure how to document, and we’ll talk about the importance of doing that, like, you know they don’t really like the ceo or your boss? You know, are there glad that you’re at the lunch with them and not this other gift officer? Yeah, and you do have to be careful about that. How you document that? Because, you know, a donor does have the ability to walk into your organisation at any time and say, let me see what donorsearch crowds you have on me. So you think you would want to document it in as a subject in an objective manner i should say objectively think of yourself as a a nen vested gate of reporter, right? When you’re trying to write down what the comments were so you might, you know, just right, you know, they did not seem particularly interested in the new x y z program and period end of story. Now we’re talking about the documentation it’s critical to save this in your hopefully have a cr m database, right? A donor database, cr m someplace this has tio this information you know, it’s what we call, i guess institutional memory, right? And you’re not going to put me in jargon jail for that? Are, you know, that’s a pretty straightforward one. Okay, i don’t join you for a while if you as a development officer or is an executive director, sit down and have a conversation with someone, and then you decide to leave the organization a year later. Ah, and then the new person takes over and goes in and has a visit with this long time donor sort of starts asking that same set of questions that donor’s going to kind of look at him like, don’t you already know this? Because i’ve already talked to your predecessor about what my interests were, etcetera. So you really do need to make sure that you are taking, you know, the time and it’s time well worth, you know, spent just documenting what happened during the conversation. What were the critical point? What were the things that need to be followed up on? You know, maybe it’s a timing issue, maybe they say, well, you know what? This is a really bad time for my family right now, but in two years we feel that our finances will be in a different situation, you’ve got to get that documented and that’s an ideal example of one of the many, many things that you’ll find out from talking to somebody that you’ll never find online or any other resource is it’s talking, you gotta you gotta drop people out and and they love your work, otherwise they wouldn’t be meeting with you, so they’re happy to talk about what it is they love how, how their situation can impact your organization. I mean, positively or negatively, you know, like you’re saying, this is not a good time for us, you know, we just had a downturn in my business or from death in the family or, you know, whatever i mean, stuff you’re not going to find out anywhere else than talking to people, you’re absolutely right. And, you know, one of the interesting things, too, is you sometimes when i’m having conversations with with a non-profit maybe it a networking event or at a conference or something, and i’ll last generally how is your fund-raising going and then steer the conversation towards you know, well, you know, when was the last time you had a chance to meet with who you would consider to be your top ten donors? And they kind of look at you like, uh, am i supposed? To be regularly meeting with donors. Oh, boy. Yeah. That’s ah, that’s yeah, that’s where the person in charge of development needs to be stewarding and managing up the, you know, the sea level people and that maybe that’s only one person may be the ceo is executive director is all there is but that, you know, yeah, yeah, you’ve got to be managing up and making sure that these relationships are nurtured with your your most important donors, your most important volunteers as well. Yeah, and if you don’t have the time to do it as a staff member, get your board involved. This is a perfect role for a board to get involved in. Even your board members who say, i hate to ask for money. I’ll do anything for this organization. Just don’t make me ask for money and it’s so simple for them to just go in and have it it’s really a conversation, you know, you can provide them with, you know, prompt them with a list of questions that they might consider asking this individual. But it really is a conversation all about discovering what is this donor-centric about why are they giving any? Money to you at all when you know when did they start and, you know, where do they see themselves going with your organization? As a consultant? I do hardly. And, you know, i don’t i don’t meet with donors and potential donors alone ever and very few of the visits that i am on our discovery visits, you know, where we don’t know the person all that well, but when i was a director of planned giving at a couple of colleges, i should do these all the time, and i remember my head’s spinning with oh, i don’t remember that, but i’m trying to stay in the conversation, too, but you can’t take notes while you’re having lunch, but i remember my head swimming over my gosh, i can’t remember that and that. Oh, and this news about his sister and that relationship, you know? Oh, you know, but there’s so much too, and you get back to the office and you just have to spill it all out, and i agree with you, i usedto have ah, client who said never write anything about someone with potential donor or donor at anybody boardmember that you wouldn’t want them to read basically the same standard you had when you said someone could come in the office any time and ask what you have on them. That’s fine, you know, today with with technology having advanced right, i’m hoping that people who were in those positions that you were holding at that time in the plan giving departments and so forth are using their smartphones and the recording feature not to record the conversation, but afterward, one the meeting has ended, and you’re getting back into your car or getting to a quiet place, you know, in, you know, a different space or something like that. Just data dump it right in by voice because you can speak a lot faster. Most people can speak much faster than they can write or type, so why not just get it in that way? And then if if you needed to, you know, use a transcription service of some sort to then get it into a print format and then edited from there, i think you know, that could be a particularly great way to use technology. Yeah, great. Cool tip. I like that. You’re right. You can dump into a voice memo excellent. I also like your idea of using board members for this purpose idea we’ve we’ve talked about it, but good many times, but good to mention that also, this is ideal for board members for organizations that have a prospect research person, do you think that these contact i’m going to call them contact report? Because as we used to call him at the colleges, right? Should they flow through the prospect researcher? Or should they go right into the c r, m database and then it’s a prospect researchers job follow-up and read them? How does? Because the prospect researcher is the the focal point of a lot of this, the prospect activity? How should this info get to the to that person? Well, you know, it really again depends on the size of the department and the type of cr m that you’re using and who has access to it because some will allow you no board members to have access and others won’t. So then clearly, if it’s your boardmember that needs to be providing the information in many cases, they’re not going to have access two, uh, to that database, so don’t need to get it to that prospect, researcher some other way. If it is ah development officer who does have access to the database. And i do recommend that they inserted directly themselves. If it’s a small organization, if it’s a larger organization with multi level, then, you know, you would want to make sure that there are certain procedures in place for me. No, but certainly the prospect researcher in some way, shape or form should be alerted that there’s been an update to that record in case there’s, you know any additional updated information that they need to provide? Yeah, right. It could be a simple is ah, niu new email address or you are. Whatever a new relationship. Um, i know in the in the colleges where i worked which bigger organizations that the prospect researcher was the like. I said the focal point, and they would pull out something from a prospect research report that would say, oh, you know, i should. This is consistent with this other contact report that i read for this other person done by a different gift officer. And these two need to be talking to each other for whatever reason that was always that was always the done through. The prospect researcher i don’t know is that it makes sense to you. Yeah, yeah. Does absolutely. And i can tell you that, you know, having attended various conferences in the past that are, you know, attended by prospect researchers. They would love to be on every one of these donordigital covering visits, making sure that the right questions get asked and so forth. Okay, so this should be from training there, maybe maybe training the gift officers by the prospect researcher. When again, when it’s an organization that has prospect research. I understand a lot of listeners. Organizations. Problem. May not. But if you do, should there be some training that the prospect researcher was doing for the gift officers? Yeah, absolutely. There should be some sort of training. And in terms of not only what they confined online, if they needed to find some information quickly. What are some of the go to resource is when they’re out on the road, etcetera. But also you know what? Air the typical questions you should be sitting down and asking of every single donor and prospect and, you know ah, good development. Officer, this should really be intuitive and second nature for them. But if there’s somebody fairly new in the role, or if it’s an executive director who is, you know, that that’s, it that’s the only person there is no development officer. Oh, and perhaps they’ve been so very used to running an organization, and on the day to day management of the organization that they really haven’t gone down the road of, of getting trained on, you know, how to ask the right questions to elicit the responses we need to move this prospect forward. We’re gonna go out for a break. Marie and i will keep talking about this a little bit. And then she also has, um, unconference dates coming up this summer. That would be valuable for your prospects, research or 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 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 guests directly. To sign up, visit the facebook page for tony martignetti dot com. I’m dana ostomel, ceo of deposit, a gift. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Got more live listeners in san francisco, california live love going out to there now podcast listeners and affiliate listeners. Did you think i forgot? How how could you live? Listener love always is accompanied by podcast pleasantries and affiliate affections very grateful to all the podcast listeners wherever, whatever device, whatever you’re doing love having you with us and all those affiliate listeners in the many stations across the country affections out to r am and fm affiliate listeners perish the thought that i would forget podcast pleasantries and affiliate affections. Maria, any last thoughts you want, leave us with on discovery visits and before we move teo unconference ideas. Well, you know, really, just to figure out what what is a donor’s? Why, right? That that’s, what you’re looking to get to understanding there? Why, um, to the heart of why they’re investing in your organization and, you know, try and use that language when you’re speaking with them, you know, why are you investing in us? What? What motivates you to continue supporting us? What do you like best about our non-profit? And you know what? Can we actually improve? So try and really elicit some good conversation from them and, you know, you’ve probably heard that old adage tony asked them for money and they’ll they’ll offer you advice and asked him for advice, and they’ll offer you some money. So, you know, it’s a great way to get people engaged in your organization, so don’t be afraid to start those conversations, even if somebody proposes something or says something a little bit on the negative side, take it as constructive criticism and look for areas of improvement. Yeah, you’ve got to hear the negative and a lot of what you’re what you’re suggesting comes out organically, you know? I mean, the person knows that you’re there to talk about the organization, you know, they talk about politics or hopefully you keep politics off the table. I always think that’s a bad idea for these kinds of visits, but yeah, they’re talking about the organization that’s, what the two of you have in common, so, you know, a lot of that stuff just gets elicited. I love this program, or i didn’t understand this or i didn’t know you’re doing this thing, but i just read about it in the newsletter and you know that stuff. Uh, i mean, you’re right ask if it’s not coming out, but a lot of times, it just happens organically because right that’s what you have in common. That’s what? You share, right? Right. All right. So, uh, you gots unconference ideas for us? Prospect researchers like to meet during the summer. Yeah, absolutely. So the biggie for prospect researchers is the international conference that happens every summer for apra, which is the association of professional researchers for advancement. And this year, the conference takes place in new orleans. Metoo and it’s going to be july twenty second to the twenty fifth, and they actually also have a new researchers symposium as part of that uh, they have a full day symposium just for new researchers. So this is a great way to get i think, you know, a full day in ah dedicated to a newbie. And, you know, if you’re just getting your feet wet in this whole thing about prospect research, that might be something well worth while attending. Are you going to the international conference? I will not be going this year. I’m actually attending other conferences, but you know, this one is definitely if you’re thinking about prospect researchers this truly is the one to consider. You know there are fall conferences that you know, we just missed a few conferences that are more regional. So, like in new england, there’s, an organization called nedra, the new england development research association, they they had a conference in april was not researchers look okay, let’s not look backwards, let’s go forwards, but but the good thing about it is that some of those organizations will still put the presentation’s in power point on the website so still perhaps worth just checking into even if you book market for next year. If you’re in those regions, certainly something to think about seeing what what have they shared from the past conference cause you might be able to just do a little, you know, your own online learning are these all apra chapters that we’re talking about? Yeah, yeah, they really are there. They’re more regionalized chapters of research association years ago, i spoke a couple of apra chapters, i think in new york and new jersey years ago, back when i know i’m not even sure i was consulting at the time, maybe more than twelve years. Ago, but glad they’re still around. Okay, what else? What else you got besides the international? Also coming up in arizona? There’s going to be a false symposium on the topic of campaigns and that’s going to be held november fifth through the sixth in tempe, arizona, so that might be one to consider and also in california, they have several events going on. The california advancement researchers association has several things on their website, so i’d be glad to share some of these links on your facebook page, if you like and then people can check them out and if they’re in those regions and see if they want to attend. I love it. Why did you do that? As a comment to the takeaways that’ll be posted around four o’clock eastern today? Sure. Okay, that’s outstanding. We still have another minute or so left. What’s ah what’s going on in? Oh, i’m sorry. Are there other conferences or that you got it? That’s covers it. You know, i think because several have already passed. Those were the ones that i really found that i thought, you know, were sprinkled throughout in different places that you might consider going. Tio okay, sounds good. Tell me, uh, yeah, now we just have about a minute or so, right, sam? So what what’s going on in your world, what you’re seeing among your clients in our last minute, you know, well, i’m definitely seeing a tick up in activity, capital campaigns and so forth. So, you know, it’s great to see that that good news came out with e-giving yusa numbers, and i think that that generally just kind of buoys people a little bit and their spirits. So i am seeing more activity and more research request because of these larger campaigns and the need to research some of these high net worth individuals before visiting them. So in general, i think it’s it’s all good news, okay, i’m glad you’re optimistic looks. You’re so upbeat. Andi, you’re going to be back with me in two shows on july twenty fourth for the two hundred fiftieth show. Yes, you’re going to here in the studio. Cool. I will. All right, looking forward to it would be nice to have you institute a sze yu were not made a cz we would say in latin i’m fluent in latin is a worthless skill, but thank you very much. Good to see you. Good to talk to you. Thank you. You’ll find her at the prospect finder dot com and on twitter at maria simple. Next week, two interviews from the non-profit technology conference walked to work, walking as part of your work day as an integral part of your work day, not a break from it with beth cantor and re to sharma. Also keep current after launch. Farrah trompeter and kira marchenese help you keep your sight current after a redesign in two weeks as i was just talking about july twenty fourth, two hundred fifty of show five years of non-profit radio, we’ve got giveaways, music with scott stein comedy a new sponsor i’m going to introduce and much more going on two weeks, july twenty fourth, two hundred fiftieth show be with us if you missed any part of today’s show, find it on tony martignetti dot com opportunity collaboration with world convenes for poverty alleviation, an outstanding unconference that will ruin you for every other conference opportunity collaboration dot net, our creative producer is claire miree off sound. Liebowitz is the line producer shows social media is by susan chavez. Susan chavez dot com on our music is by scott stein yeah, thank you, scotty, for that information with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Buy-in 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 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 am 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 gotta make it fun and applicable to these young people. 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 idealised 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 dh and no two exchanges of brownies and visits and physical gifts. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and 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.