Category Archives: Planned Giving

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Nonprofit Radio for July 19, 2013: Relationships & Tumblr Tactics

Big Nonprofit Ideas for the Other 95%

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Picture of Maria Cuomo Cole
Maria Cuomo Cole
Maria Cuomo Cole: Relationships

Maria Cuomo Cole, philanthropist and board chair of HELP USA, shares the professional value of all her relationships (including her mom!) and how they’ve helped her and HELP USA succeed. We talked at the June meeting of Executive Women in Nonprofits, part of the NY Society of Association Executives (NYSAE).

 

 

Picture of Amy Sample Ward
Amy Sample Ward
Amy Sample Ward: Tumblr Tactics

Amy Sample Ward, our social media contributor, co-author of “Social Change Anytime Everywhere” and CEO of NTEN explains the value of micro-blog site Tumblr, how to decide whether you should be in, and how to get started.

 

 
 


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Durney hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host it’s friday, july nineteen oh, i hope you’re with me last week why i didn’t do it dermatitis if it came to my attention that you had missed measuring the network non-profit with beth cantor she’s, co author of the network non-profit and measuring the network’s non-profit and she talked to me a tte fund-raising day last month about wide engagement and measuring your multi-channel outcomes and goodbye google alerts maria simple, our prospect research contributor and the prospect finder had free alternatives in case google alerts disappear this week. Mario cuomo, cole on relationships miss cole, a philanthropist and board chair of help yusa shares the professional value of all of her relationships, including her mom and how they’ve helped her and help yusa succeed. We talked at the june meeting of executive women in non-profits, which is a part of the new york society of association executives and tumbler tactics. Amy sample ward, our social media contributor, co author of social change, anytime everywhere and ceo of inten, explains the value of tumbler how to decide whether you should be in tumbler, blogging and how to get started between the guests on tony’s, take two there’s a myth going around planned e-giving that we’ve got planned e-giving covered, and i think a lot of non-profits actually don’t have it covered talk about that. My pleasure. Now, to introduce my interview with maria cuomo cole, i do want you to know that the second half of this interview so after the break, there’s a part of the discussion because we at the meeting, we opened up the conversation to a broad discussion. Part of discussion is kind of quiet, little low. I know about it already. You don’t have to tweet or email everything i know, but a couple of women said some very poignant things about relationships in their lives, and i wanted to include it. It’s, not silent, but if you have had headsets or earbuds, you may wanna use those in the second half of this maria cuomo cool interview. Here you go, everyone welcome. We’re at a meeting of the executive women in non-profits a shared interest group of the new york society of association executives. You will find them at n y. U s a net dahna that was the obligatory video in trim for this will be on youtube in a couple of weeks, and you’ll all get the link from holly and very shortly, it’ll also beyond my pad podcast on a non-profit radio you’re talking about relationships today and first i’m goingto have a chat with maria, and then after that, we’re going to open it up and have you share some stories about relationships that have been important to you personally or professionally and how those have helped you professionally. Lots of different kinds of relationships, whether their peers, people working for you people work. You work for mentor mentee, lots of different possibilities. I’m very pleased to introduce my voice. Just crack. Did you hear that? Pleased to like a sixteen bad alex. Like a sixteen year old, my voice is cracked. Very pleased to introduce maria cuomo. Cole she’s, the chair of the board of help yusa, a leading developer of housing for those suffering homelessness and low income she blocks for the huffington post she’s, a film producer and a philanthropist. We’re gonna learn more about all of her work. Maria cuomo, call. Welcome. Thank you it’s a real pleasure to have you. Why don’t you start telling us a little about maura about help us? We’ll help you say, uh, well, our mission is to create opportunities through housing and services to help stabilize families and crises and individuals and crises who are not living independently. Andare are long term mission is to help those individuals sustain housing stability. And we do that through a very innovative a real estate model of permanent housing with support services on site, child care services, employment, mental health counseling, etcetera. Is there also something transitional before people are bottle? Actually, yes. The model was actually created in the nineteen eighties. Find my brother andrew, um, during the koch administration as a family transitional homeless model and that that model has grown in new york. We have over two hundred colleagues today providing transitional homeless services and thie help model was named a congressional model in nineteen, eighty seven and b has become part of each administrations working with homeless populations across the country. Actually, our permanent housing model is a more sophisticated application, basically another another financial model that has enabled us to provide a long term permanent housing for the same populations um, including a lot of veterans latto very is a no that’s. Homelessness is a yeah fine problem. That’s unfortunately true. One and four homeless men is a veteran that’s been the case? Actually, for many years some say that the number is closer now to one point three one out of three. There are sixty one thousand homeless veterans each night, sleeping on the streets in america, which is just devastating for women as well. And for women, well, for female vets is a growing population that have that are largely underserved. Um and it’s, a population that help yusa has tailored programmes to accommodate there has been improvement. The va has quickly improved and expanded their services for women and for young for young veterans returning the Numbers were as high as 1 hundred twenty one even hyre two hundred thousand homeless veterans just three years ago. So so things are improving, but a great deal of work needs to be done quickly to accommodate our returning veterans. You have some interesting revenue sources, including comfort foods. I saw a chocolate. You, my brandraise sample. Try and focus for the morning. But no way try everything. Yes, we’ve been able to use our help, yusa, artwork and the brand for some social enterprises, we’re very fortunate to be one of the nineteen eighties non-profits in new york that benefited so generously by, uh, keep bearing such a remarkable talent artist philanthropist in his own right said such a generous spirit, the organization can’t achieve this kind of success and prominence on its own so let’s move and talk a little about relationships how have generally relationships been important? To help us is growth and to your, you know, your professional ball so well, i mean, relations abroad, a broad question, but i mean the very model, uh, of help usa, the innovative model is really one of public private sector partnership, and the model on lee only works because we have the interests of serving special needs constituency using private resources and public a public resource opportunity. So local governments, state government, federal government, private banking communities, for-profit uh, businesses and individuals, all i have to really partner work together in order, tio, create a bill, help residents and provide services long term on dh for you personally, relationships, whether they’re let’s. Let’s, start with. Since there were talking about the organization, level your relationships with peers that other organisations, whether for-profit or non-profit, well, our community. I’m partial. I think that the new york city non-profit community as a whole is really, really the most robust, professional, sophisticated and collaborative in the country. Ground experience. Um, and i think we really set a standard here for communities around. Give a shout out for new york city, new york city. Relationships, collaboration. And now in our in our space of developing housing and services for special needs populations, uh, provider community has has been extremely collaborative through the years. In fact, when my my brother andrew was hud secretary, we were required in new york city to work as a consortium application for funding toe hood. So, you know, the mayor’s office communities, state and providers had to work cooperatively at designing assessment and and proposing strategies for support so there’s no greater exercise than to bring two hundred plus organisations into, uh, into one collaborative application process. Andi, i think the community works very well in maximizing core strengths, individual agencies to work with populations that they have the head home to the expertise to serve. Uh, i know our agency and many others try hyre very, very hard not to recreate the wheel. You know ourselves if we are providing services in the bronx for children. And the children’s aid society, for example, is a very prominent agency, of course in new york city for youth services. We’ve turned to them to ask them to help with, you know, with complimentary services for our homeless youth after school. And in many in many such examples, we’ve been able to better serve our populations on dh there could be challenges to in in for exam, for instance, bringing together two hundred organizations or even just partnering oneto one there has to be compromised and saying little about overcoming some of those challenge that’s true that’s true, i mean, i think that our experience has has been that when there is a need that another organization can serve and we’re providing, we’re providing whether it’s, the constituency, the population, the resource of our buildings, for example, we have beautiful community spaces and, you know, retail space that a lot of non-profits need to deliberative services so that’s ah, point of partnership and and, uh, coop cooperative collaboration, um, so we we really haven’t encountered i can’t say that we really encountered problems in that regard, it’s such a rich community in new york of service providers that we have been able to find partnerships to serve our families, our single homeless individuals, veterans, children and really enhance our overall delivery. Right now we take a break for a couple of seconds, and while we do, if you have your ah, you’re buds or headset. You may want to get it, because the second part of the upcoming segment, after the break is a little quiet, but very good, things said by the women who were there. Thanks. Talking alternative radio twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our coaching and consultant services a guaranteed to lead toe. Right, groat. For your business, call us at nine. One seven eight three, three, four, eight, six zero foreign, no obligation. Free consultation checkout on the website of ww dot covenant seven dot com are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect no more it’s time for action. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry sharp, your neo-sage. Tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s. Ivory tower radio dot com everytime was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com yeah, those watching from outside new york city. I hope your thing close attention because new york is not a unfriendly place should come. You should come. You should visit. You should collaborate. Way all know this here in the room. So i’m speaking to those who are watching from outside new york were not unfriendly here we welcome you. We want to work with you. We want to collaborate. Let’s, move to the personal side, i think dahna all of us benefit from personal mentor mentee relationships, maybe with peers. Other colleagues say little about how that’s helped your professional. Well, this is my twentieth year with help u s a all right, a measurable amount of time. Two decades. And i could say, you know, some of the relationships that we’ve developed through the years with private businesses with other non-profits have really helped our model flourish, you know? I can i can say kapin partnerships with unrelated businesses to specifically what we do with bloomingdale’s the retailer, we’ve had a very close partnership with them for now. Over fifteen years, serving children have been volunteermatch entering youth program. That’s got to mean that you have a good relationship with the ceo there or someone at the high level. And then you and the children from the ceo’s leadership, of course, is always essential and establishing the value of voluntarism within a company, certainly and cooperative spirit it’s gotta trick your spirit has to trickle down, but, you know, they have a fantastic executive team that really cares very much about giving back to the communities and our partnership that started in new york with volunteer mentoring after school mentoring for at risk youth has grown teo all of their forty stores across the country, really expanding our model and our service delivery. You have some specific advice for the relationship between the ceo or chair and the volunteer board of trustees within the organization to help us, you know, here, too, we’ve been blessed with tremendous, tremendous board leadership through the years, um, individuals who bring different sorts of talents and acumen to help us do what we do, which is a fairly sophisticated, complex collection of services. So whether the individuals have business acumen, real estate, finance, thie arts, education, health um it’s, a very mixed group and there’s always that challenge there’s always that challenge. Of finding the right trusty who has the skills that you’re lacking and we know there were plenty of attorneys, there are plenty of sepa is but finding that right, one who works well with the mission believes in the mission and is going to be a value to the board. Yes, that’s true, that is true. Our board members tend to be tend to be long timers, too. I can’t think i can’t think of more than one or two cases where board members have actually had to leave for different reasons moving, you know, changes, work or environment, but it’s a very, very committed team, and we work hard building those relationships and really keeping our board very engaged. We need their service, we need there their contributions. So we tried to make careful matches of program, area and growth area where they can, you know, really make a difference and participate, contribute and and that’s critical to find out what they want to contribute to what programs interest them so that they are used in the best of the best are definitely yes, i’d say that’s true, absolutely. On the sort of on the more personal side of know your mom has been and important mentor for you say, say something about that, my mother, my mother jokes that she works for me, and i joke that i worked for her. I think it goes both ways. Sometimes i see we actually have been running her one two, one youth mentoring program since nineteen ninety four. She had started it in the early eighties, she’s truly a national pioneer and the mentoring movement, and, uh and believes in it passionately and developed an excellent model that is still used today. Um, she started it in the early eighties in new york state schools to lower the dropout rate and focused on foster care aged out. You and we’ve been able to maintain and nurture and grow that model since nineteen ninety four into mentoring yusa, which is delivering services in eleven markets around the country and really thrives on partnership because, of course, it’s, a volunteer mentoring program, we work closely with the corporate community and community organizations. The model is expert in training mentors, so very good at the engagement piece of bringing a volunteer in working. With them improving their skills and then managing and, uh, providing support for that volunteer. Want one it’s very special mentoring partnership. What would you, uh, would you say you’ve learned most important you’ve learned from your mom? Oh my gosh, she is remarkable still today at i won’t sit well, she loves being a tea, so i can say that she absolutely loves being eighty and celebrated it now she’s more than eighty and she is just a dynamo. She contributes to the program significantly, strategically, operationally still, and i’ve learned everything about how to well, i’ve learned everything really about what voluntarism means from her she’s always prized that word that term, we don’t use it much in our non-profits space, i think to an extent it becomes the notion of volunteering just becomes part of what you do, right? And we were working with volunteer constituents. We don’t often value their contribution of giving personal time and making that commitment, which really is a very special special make perhaps the most special sort of contribution, and she values and prize is it reminds me to respect it and honor it all the time. How did you learn? That that ethic growing up, she was always doing it, and she always no matter what you know her period of life. Wass but, you know, as a young age, she had us out you no selling daffodils for american cancer society, and this spring, i mean, i had no idea what even wasit was so young, you know, we sort of just followed her along, like her ducklings and all her various activities, whether it was, you know, school, church, american cancer society, other you no other formidable non-profit efforts always service oriented, and then, of course, in her work with my father, their mission was service, of course, that their lives have been dedicated to public service. And how can we pay this forward to the next generation of non-profit ceos? You know, i think that you i think for every non-profits ceo on dh through the staff line and the board lines, you know, again, i think that people, especially here in our community, i think people really, um, value and respect what they’re doing, they’re making a clear choice, making a clear choice to work in a non-profit environment, everybody knows that most likely you’re going to make more money in the private sector. So you’re you’re making a choice, you’re making a sacrifice and i believe that’s because you’re a person of mission and and, you know that passion it’s what allows you to do the best work? And and how can we be good role models for the for the next-gen coming, the next generation, i think, is to, you know, it’s summertime, we all have this valuable prized interns it’s, you know, include them, include them in the work, really mentor them the mentoring, uh, mentorship we can all provide now at this point in our careers is really very, very important and valuable. Um, and i think we could do that with our co workers with our young leaders is to just, you know, really be their share with them and support them and there’s often a lot that we can learn from those were mentor from the mission, yes, we need to stay sharp, yeah, in things that they’re much better versed in. Yeah, and that doesn’t only mean social media and technology, but we’re going to talk about that in the bigger discussion miree anything you want to leave, leave. Viewers listeners with around the value of of of a relationship on gets its report lies as supposed the relationship with are your viewers, our listeners today, that non-profit initiatives work because of public support, that it’s it’s, not just the small universe that we design and interact with, but it is the greater community, and that we need the support. We need the interest of the greater community. Teo, please follow us. Watch us think about how you can contribute and be apart of the work. Thank you very much. Thank you for sharing your expertise and your experience. Fremery in-kind. I’d like to open up tio to a real group discussion. Who wants to share a story of a mentor? That was that was important to you. Excellent. Yeah, linda. Miree treyz i don’t want to put you on the spot to single someone out, because then that’s. Not fair. But i’m sure women all know who you’re. They all know who you’re talking about. Oh, there you go. Your strategy. No. Yeah. Hyre wells was the share. Ah, a story from someone who was important to your influential to you. Maybe not. A formal may not have been a formal mentor. Mentee, please. Thanks, michelle. Hyre it sounds like randy was always there for you, either formally or informally, right on the record or off the record. Yeah. Beautiful. Thank you. Thanks, michelle. How about others? Anybody on the left side of the room? One somebody who was important. Police wonder what about a special project? Four. Introduce yourself, please. I want the special projects report issue i want with outside consultant had been a corporate person for a very long time. This this particular opportunity was really fairly new for me, and he was really great at a kind of coaching me counseling me on a lot of some of the things that we needed to do some of the things you expect because it was very successful, whether there would be what panels or or other things that you would be invited, too, because i was a person who worked on the project and he was just very generous with his thoughts about what was going to happen next, what to expect and something sounding board to kind of know how to respond sometimes wasn’t a formal mentor, like lots of programs with someone somewhere else is mental, but it’s just sort of up a relationship that you kind of developed with somebody because you seem to have some sort of kinship and they’re just going to be generals with heimans thoughts just trying to help you go in the right direction and help successful and that’s really important. So whether it’s an organization like this or whether it’s i’m something should happen to work outside, those people kind of help you shape your life. What do you make a really excellent point about us having to be open to these kinds of relationships? You just never know who the next person is going to be. That khun, you know, help in a small way, helping a really long term, valuable way the way wanda and michelle are talking about. We just have to be open to these. And they’re not as you said, wanted. Not always formal. Not always. This person is assigned to you a lot of times, right? People just come into our lives, and i think we need to be open tio to the possibilities. Uh, you know, holly, please. Good morning, falik connick, vice president, accounting company. Listening to maria talked about her mom and i heard a top about her mom before. It reminds me when i grow up. Grew up in the early sixties. I know it stays. When all my friends mom’s home, you know, and she was having and i was having dinner with my baby sitter, my mom was always working. I wasn’t a very well child. I had a lot of healthy hands. I always thought that when i got older, my life would be a little limited with what i could do with my career. And my mom used to always say to me, holly, when somebody tells you that you can’t do something, you just keep keep going at it and you just keep going at it on my mom today, next week, could you usedto work continues to try heimans you’re so crap, because i’ve been where i have been for twenty five, you’re like the rest of you being in the non-profit morning in-kind mama’s variety has nothing that i haven’t been able to in all my years and so on. My mentor holly. Thank you, it’s. Very touching, thanks very much. Stephen colbert. I don’t know if any of you saw this brooke broke character, which i don’t know if it’s impressive probably is unprecedented broke his his character on is on the show for the first four minutes. I think it was two days ago wednesday to pay tribute to his mom, who just died. I do. That was so touching. You know, he is the guy. I mean, i’ve seen him live and he, you know, it’s very rarely breaks character, but i hear him to see him do that. That was special in itself. And then just the words no r hyre very special tribute. So, thanks a lot. Thanks for sharing my thanks to everybody at that shared interest group of se e the executive women in non-profits there was a very, very lovely and times touching meeting. A lot of the women shared some very poignant stories, and i appreciate that it was it was really lovely to be there. And so my thanks to you, everyone there i gotta live listener love before we take this break. Tons of people in new york, freeport, new york, new york, new york, hicksville, new york’s a long island two out of three long island newport, north carolina. I’m going to be there soon. Reston, virginia and oregon lake oswego. I wonder if it’s amy live listener love to everybody, though. Is that those that’s everybody? In the u s but continuing in north america reinardy mexico. Welcome, live, listen, love to you and going further south. Campiness, brazil. Welcome. Lots of visitors in asia will get to them. Right now. We go away for a couple seconds when we come back. Tony’s, take two, and then amy sample ward on tumbler tactics. Stay with me e-giving thinking, shooting, getting, thinking things, you’re listening to the talking, alternate network waiting to get in. E-giving good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Latto if you have big ideas and an average budget tune. Tony martin. Any non-profit radio we dio i’m jonah helper, nari team in co founders of next-gen charity dahna welcome back that gentleman whose voice you heard say you’re listening to talking alternative broadcasting he’s from australia and i just met him about a half an hour ago. He was in studio he’s, now a buddhist monk. I don’t know what his name is now, but at the time that he that recording he was his name was giorgio rivetti. I don’t know. I don’t know what he uses now, it’s sam says he still uses george over petty so he’s but he’s but he’s provoc rah george, your petty a buddhist monk um, more live listener love, asia gotta hit asia hard. Lots of listeners in seoul, south korea, thank you very much. And also in sioux on korea live listener love to everyone in korea on your haserot fuck uac of japan in chino, maya, japan and tokyo welcome live listener love, konichiwa, it’s, time for tony’s take two there’s this myth going around non-profits i’ve heard it for many years as someone who does planned e-giving consulting and that is that if you have someone in your organization who has planned giving in their title, then you’ve got planned, giving covered it’s taken care of and what that full short when that title is shared with some other title like i’ve seen director of annual giving and planned e-giving i’ve seen director of major gifts and planned e-giving i’ve seen foundation and planned giving fund-raising, and the problem becomes that any of those things or others that plan giving might be paired with in one person’s job responsibilities job spec is that everything will take priority over planned e-giving because anything that you pair it with will have more immediate deadlines that’s especially true in annual giving any e-giving sometimes has weekly production goals and certainly monthly, but anything you pair it with, it’ll have more immediate deadlines, and it’ll be more immediate cash to the organization because planned e-giving is cash to the charity at the donor’s death, in most cases, a couple of exceptions, but most it’s at the donor’s death. So the other thing that the plan giving his paired with is always going to take precedence and it’s going to get a lot more time than the proportional representation it has in the title. So if it’s half the title, it’ll probably get about five percent of the time if it’s a third of the title, i have seen it paired with two other things once it’ll probably get two percent of the time. So just because you have planned giving in someone’s title, you don’t have plan giving covered for your non-profit that’s not on my block at tony martignetti dot com this week, it will be, but it’s not, i wanted to just raise it irrespective of it not being on the block and that is tony’s take two for friday, nineteenth of july twenty ninth show of the year. I’m having a hard time believing it’s nineteenth of july amy sample ward is with me you know her high i love so having a hard time believing it’s the nineteen no kidding, but you’re not supposed to talk yet. I didn’t give you the proper introduction. Oh my gosh, yeah, i blew it! She’s, the ceo at non-profit technology network and ten her most recent co authored book is social change anytime everywhere about online multi-channel engagement, her blog’s that amy sample, ward dot or ge? And on twitter she’s at amy r s ward. Welcome amy sample aboard hello, we’re talking about tumbler today, but you’re out and you’re out in oregon in the portland area. I am. I think that live listener out in oregon was not me. It must be someone else related. Lake, we go. Oh, it is oswego, not a wego. Okay, oswego. Thank you. You’ve corrected me in the past about pronouncing oregon, which i have now. It’s ah, weak a sweet go. Thank you. But you are in portland proper. Is that true? Yes. Panepento office eyes right downtown. Okay. The city of roses i found yes, sophie of roses. Even have a rose festival and a rose garden. Yes, i don’t. You have a research rose garden upon a mountain? I think i read. So you’re the city of roses in in the beaver state. Excellent. Exactly. Okay, we’re talking about tumbler this month. Yeah, you know, way whenever we talk about specific social media channels or how to use the social tools, i feel like you and i always get back, teo, at least a couple of minutes talking about staffing. And i thought that was so appropriate after your take two today. Because whether it’s fund-raising or you know any of the other kind of tools and communications that we’ve talked about on the show before, just because someone has a title does not mean that is the only person that could do that work or that is responsible for that work. So, you know, today talking about tumbler think it gets categorized into ah, blawg, you know, because it kind of functions and that that’s the way the content operates, but that doesn’t mean that just because you have a staff person who normally puts content onto your website that they’re the person that’s now going to be managing if you have a tumbler account, you know, it has to be based on what we need outside the organization is who’s reading that content? Where is the content coming from? On dh, how do you deliver that? Not whose title inside of the organization is tumbler manager, you know? Yeah, i see tumbler often called a microblogging site, and i don’t really think that does it justice it’s it’s so much more than what what people think of is blogging. So i think the first thought when you see that description is not going to be as rich’s tumbler really is. Yeah, that’s a great point, i mean the description of it as a micro blogging is trying to be objective about how the content works because it does like a block have, you know, each post going chronologically, and you can put your content in their etcetera and it’s, you know, a static kind of place, but i’ve finally seen over the last few months, people really recognizing that tumbler is a social platform, not necessarily like a social network in the way that you think of facebook, for example, but the purpose of it is social. When allison and i were doing research on the kinds of user demographics of all different major social platforms, when we were putting the book together, one thing that surprised us too see written down is the number but didn’t surprise us from the qualitative experience side is that the majority of tumblers content is re blogged, meaning i posted something on my tumbler and you liked it and you, you know, re posted it onto your tumblr like a re pending on pinterest, yeah, so if we’re retweet into him, has to be a social platform if all the content is getting shared around and the purpose, you know. Of having your tumbler is kind of like, um, it’s a little bit if you want to think about it, like pinteresque, where you’re there and engaging and checking out other people’s content because you’re kind of curating your space, you know? And and that means you’re going to pull from all different users because you’re creating this one, you know, tumbler account that that’s all on your topic or whatever you do, you want to say so? It’s definitely social and i think that’s why organizations, they’re starting to realize it may have a role in their content plan and their community engagement plan because it isn’t just one more place for their randomly posting content. You know, there are people really engaged there, okay? And it’s also visual there’s a big visual content, which reminds me of pinterest and a little bit of facebook, facebook is pretty visual, too heimans has that beyond you know what? What you’d think of if you hear microblogging has this visual aspect, yeah, exactly. And so there’s there’s so many visual type platforms now that are gaining tons of popularity, we saw that huge spike in adoption for a pinterest but now we’re also seen instagram and vine and then instagrams video because of vine, so these this focus on pictures or really short videos and wanting to engage, you know, around a visual piece of content less so that the traditional kind of a block post where your you’ve written out some tacks on and i think what’s great about tumbler, is that it is such a hybrid, you know, it isn’t like pinterest where it is just going to be photos all over the place, and just by the functionality of the tool, the text is often kind of hidden or rolled up, you know, you have to click on it to see what the caption may have been or what the comments were it’s really trying to be photo first or a blogger where it’s obviously text first, so tumbler kind of merges them together where the photos are really prominent or video or whatever you’ve posted there, but it doesn’t hide whatever text you do include also sort of like twitter it’s it’s pretty quick moving too? Yeah, for sure i mean both from the user sample, you know it’s pretty easy, tio, if you have the app. On your phone or you’re doing it from the web, you know, just post that quick photo. It integrates with lots of platforms so people could be auto posting to tumbler every time they, you know, save content somewhere else. But as faras the digesting of that content inside the followers of your tumbler, i mean, tumbler just has really high numbers as faras people, you know, total engaged users, active users, users, they log in regularly, but also people, you know, using the mobile site, checking at multiple times a day to follow along. So it is fast moving, i think because people keep checking it. And so then people want to keep adding to it all the time. We have just about a minute before we go away for a couple minutes. Let’s talk a little about the engagement around conversations to and what non-profits should be could be looking for around their issues. Yeah, i think it’s tumbler is an interesting channel and we can talk more about this after the break. You? But i think there’s there’s two riel opportunities one is toe kind of, you know, own own account. Creating the count. Make it very clearly, your organization’s account and manage it. The other avenue to go is to support your community members or a superfan or ah, long time volunteer or even donor-centric area, because it’s their personal passion and just supporting them. Managing that account, whether that sending them, you know, content or news, they’re great photos or pointing people their way, you know, using it as a as a spotlight. So and then you’re just kind of sending stuff their way, but you’re not directly managing it. So i think there’s two, two ofthe avenues to go. Okay, we’re gonna take that break, and when we come back, of course, i mean, now keep talking about tumbler tactics and stay with us. You’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. We got more live listener love ryan from washington, d c first time listener. Welcome to the show. Thanks for tweeting. Hangzhou, china, ni hao and hong kong welcome live listener love to everybody listening like, oh, we got more in the u s laguna woods, california and is it lee hae l e h i utah welcome live listener loved when we were all over the country love it, love it. Maybe sample would you bring in you bring lots of listeners. It’s amazing. Yeah. Imagine if you actually promoted the fact that you’re on the show. No, you promote. I’m joking. Okay, so we got lots of alternative zoho before we continue, i have to give credit. Tio actually, the new york city affiliative end ten, which is five o one tech. And why? And i see five point check. N y c. Yes, i was at their meeting last night, and amanda mccormick spoke about tumbler, so i got a i got sort of a last minute education from amanda mccormick was very smart about tumbler, and you’ll find amanda at jelly bean boom dot com jelly bean boom dot com. I want to give her a shout because she helped educate me for today’s segment. Um, okay, so we have this different ways you were suggesting of managing or of joining conversations, but i think isn’t that really the interest that non-profits would have if they’re not in tumbler, is to find conversations that are about their issues? Oh, definitely and i think, you know, some organizations have found that when they tried tio jump into temblor, see who may be out there already talking about their topic or, you know, be a passionate person in that cause area they found again because tumbler is such a sharing re posting culture that there were people where they maybe had a post that was really passionate or had a striking image. But then when you scroll down to their next one it’s on a totally different topic on, so it wasn’t as, you know, it wasn’t like there were tumbler accounts being managed by individuals where the whole focus of it was that cause area, because again, if you’re looking for individuals, well, individuals have more than one interest and it’s the same as if you were to, you know, look through a facebook, but you’re going to see people post him out all different things they care about. So if you do want to go find those conversations that already happening it’s important to remember that you may not be finding a specific tumbler post that is reflective of an entire tumbler account being focused on that issue, you know, and trying to away where tio jump in, or who may be just posted it because it was provocative versus who’s really passionate about that topic. Now, to help with this, the tumbler does have hashtags. Yeah. So if you find hashtags related to your the conversations that impact your issues, you could you could pass those along. You couldn’t pass along the individual posts? Yes, exactly. Okay, but not necessarily the entire person. Although you might, you know, it’s it’s hard to tell. In fact, there was someone at the meeting yesterday who expressed concern about exactly what you’re talking about, that ah lot of the conversation, a lot of people in a conversation around her issue, which was, um e-giving a transportation alternative to prevent gender based attacks at night. You know, those people like you said they’re multidemensional there people, and they weren’t always talking about things. That the organization was comfortable referring its its supporters too. Okay, so just, you know, an example. Of what you’re saying now for charities to get started, there are there are templates like themed templates sort of like wordpress has yeah, exactly i would like to say a little more than you can jump in, you know, i think what a lot of the social platforms have have shown people is that we’ve we continue to get further and further away from the super designed and mohr into the simple. So a lot of tumblr account that you will find whether it’s an actual organization, you know, that has has created that channel or an individual’s simpler is the way to go, you know, having a very clear or maybe funny or provocative or what have you title and sub header on the account, but the design doesn’t need to have this, you know, beautiful kind of gray scale background photo with all of these other, you know, buttons and labels it’s meant to be focused on the content, so just having a very clean, simple design so that the content and those especially if it is photos or videos, they really just pop out and the question just flooded my mind, okay? The so you can you khun brand it, but it doesn’t have to be it doesn’t to be super branded and super elegant is it’s more about the content? If someone if a charity wants to get involved and start a tumbler account and make that for a, how much should they expect to be participating? How maney posts or or re re posts? Should they be doing in a day? Let’s say, orlando, i’m not necessarily today like maybe in a week or something like that? Yeah, i mean, i think that magic number question is the same, you know, with any with setting up a facebook page or sending up a twitter account, you know you’re gonna have to test out and find what that magic number is for your organization and for your community. The important piece isn’t necessarily how frequently but it’s that it is constant, you know, like it is every weekday if you’re going to commit to one today or you know it is every month it’s regular so that people don’t come and see that you posted ten things all on friday, the nineteenth and then you don’t post anything and tell august first, you know it. Isn’t that there’s a look? There’s nineteen great post here, whatever, but that it’s a regular so that your logging in you’re saying what’s going on on dh, just like twitter, it can’t just be you posting when it’s such a social platform, you need to be searching using hashtags or, you know, looking for different users and finding those posts that are great and reese posting them. So just like on twitter, you know those accounts that are always just pushing things out? Well, there’s not a lot of engagement there, but when you start retweeting other people and replying to other people, you know, you create more of a loop for engagement, sharing, participating, engaging all the things we’ve talked about on all the different platforms we’ve talked about, all right? We’re going to get their sample ward, thank you very much. Sure, you’ll find amy at amy, sample ward, dot or ge, and on twitter she’s at amy r s ward next week event leadership honorees, chairs and committees recruiting, motivating and working with event volunteers. It’s another fund-raising day interview from this past june, and jean takagi returns he’s, our legal contributor and principal of the non-profit and exempt organizations law group in san francisco. Have you looked at our youtube channel there? I have over eighty interviews there and a couple of standup comedy clips. The youtube channel is riel tony martignetti insert sponsor message over nine thousand leaders, fundraisers and board members of small and midsize charities. Listen, each week you can reach me on the block. If you’d like to talk about sponsoring the show. Our creative producer was claire meyerhoff. 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Nonprofit Radio for June 26, 2013: Intuitive Brainstorming & The Pallotta Pall? II

Big Nonprofit Ideas for the Other 95%

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Tony’s Guests:

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Karen Garvey
Karen Garvey: Intuitive Brainstorming

Karen Garvey, author, speaker, intuitive and coach, describes the why and how of intuitive brainstorming. It’s not your mother’s brainstorming.”

 

 

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Gene Takagi
Gene Takagi: The Pallotta Pall? II

Have you seen Dan Pallotta’s viral video from TED? It’s called “The way we think about charity is dead wrong.” Our legal contributor, Gene Takagi, principal of the Nonprofit & Exempt Organizations law group (NEO), continues the discussion from 5/10 on how we got here and what would need to change–and should it?–to achieve Pallotta’s vision of a more free-market charity sector. Also, a related conversation about the attention being given to overhead expenses as a means of measuring effectiveness.”

You can view Pallotta’s TED Talk here:



 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host. Isn’t it comforting to hear all that you know, you’re in the right place. It’s friday, june twenty eighth twenty thirteen so pleased to be back in the studio even though it was your last week, too. I just love being here so muchmore than pre recording oh, i hope you’re with me. Last week it was get out and positively communicate. Sharon abbott is the author of mixing it up the entrepreneurs new testament we talked about networking your non-profit recruiting and hiring motivated people and positive communications. Sharon read my face to tell what kind of communicator i am and sec secrets. Maria simple is the author of panning for gold. Finding your best donorsearch prospects now and our monthly prospect research contributor she struck research gold in sec corporate filings. I hope you’re with me last week, i’d endure a cubine it’s ulcer if i heard that you had missed last week’s show this week intuitive brainstorming karen garvey, author speaker, intuitive and coach describes the why and how of intuitive brainstorming it’s not your mother’s brain storming and the ppa latto paul part do have you seen dan pallotti’s? Viral video from ted it’s called the way we think about charity is dead wrong. Our legal contributor jean takagi. Principle of the non-profit and exempt organizations law group continues our discussion from may tenth on how we got here and what would need to change. And should it change to achieve dan, pull out his vision of a more free market charity sector. Also the overhead myth letter between the guests on tony’s take two. It is my block this week, which is are you having fun? I’m talking about mermaid parade type fund. My pleasure. Now to welcome karen garvey. On september eleventh, two thousand one, she received simultaneous information about what was happening. That was her first experience. Learning something not through earthly means. Over time, she discovered how to intentionally tune into this connection through this conduit to universal knowledge, she provides insights for coaching seminars, media and books. You’ll find karen at the answer’s unlimited dot com. Karen garvey, welcome. Well, thank you for having me, tony it’s. A pleasure. Thanks for joining me in the studio. Um, september eleventh. What? What was happening for you then? I have an mba, and i was working as an independent business consultant at that time. So i was working out of my home and what i would typically do wood was go out for iran a few mornings a week before i began the day. And when i returned from my run about five to nine that morning i was standing in my driveway, punching the key code in to get the garage door to go up. And as i was standing there, i received information about what was happening, a visual, a sense of it, almost like a download of knowledge about what was happening. And since i live about an hour from manhattan, it was impossible for me to have any physical clues about what was going on. I put it out of my mind. I thought it was just a awful thing to have appear in my brain, if you will. But within under a minute, i had the phone ringing, somebody telling me to put the television on. When i put the tv on, it was at the moment where the broadcasters were making suppositions about what had happened to the first tower, and they were saying that a small plane and gotten off its course. But i was able to immediately connect that what i had experienced in the driveway was that i understood and comprehended what was going on even without my knowledge or being there. So i guess the big moment for me was that, you know, coming from a more intellectual background and only really caring about things that were academic and scientifically proven. It was my first experience knowing that our conscious energy is not connected to our body. While you were punching in the key code, you knew that this was happening in new york city. Yes. And you knew that it was more than just a small plane off course over jimmy. Yes. I knew it was the beginning. I knew it was intended. I knew it was planned. You know, i knew that it was oven attack nature s so yes, i got that information with sort of like a visual as well. Do you know where edward snowden is going to go for asylum? And you tell us what country he’s headed to? Wow, if i could do that. I probably wouldn’t be sitting on the air with you telling me you wouldn’t think that this is a place to reveal this is no, nobody listens to this show. Only nine thousand. But this is the place to reveal where but okay, but what do you mean you’re your bio says universal knowledge. What does that mean? What? What have come, teo, understand? And, you know, after nine eleven, it took me a while to find any language for what had happened. And then it took a lot more occurrences of receiving simultaneous information of things that were happening before i could comprehend the experience. S o i’m pretty much self taught learning how to remove my conscious thoughts from what i’ve learned from my learned experiences. You call it getting out of your body or getting out of your way whatever you wanna call it. But i learned that i can connect with non physical sources for information, and any information i get from that source is far more comforting. Liberating. It resonates with me more far more than the things that i have learned on earth from people s o what i find is it’s, is it? Some kind of a miracle or gift? I don’t really think so. I think we’re all very intuitive. It was just a confluence of events that day, you know, the magnificence of the amount of conscious energy that was being shared that day, plus the fact that i had just been for iran, so my mind was quiet and also my family and i had some personal connections to that date, so it was also intimate, so and i don’t know if that confluence hadn’t happened if i would’ve opened up on that day, but all it did was help me to find this extension of life that taps into universal knowledge, and i think that we all do it in one way or another. We just might not have a description for it or know howto how to capture that knowledge. Yeah, i mean, i certainly feel intuitions strongly, i think when i’m leaving my apartment that maybe that i’ve forgotten something. Yes, and sometimes unwisely, i dismissed him ends, and i don’t even think, oh, no, i’m not i’m not forgetting anything. I just dismissed them, and then i get on the subway. I realized i forgot to bring my my apple elected an apple each time on the subway and got my subway apple or, you know, i did forget my workout clothes or something, but there then there are times when i will pay attention to it, and i’ll stop and i’ll think, what am i missing? Yes and something. Ah lot of times not not every time, though, but a lot of times something does occur to me, and i could go back and get it before i leave my apartment. I mean, that’s, that’s, intuition. But but how do we how do we connect to that? The sort of on demand, which is what you’re what you’re describing, i mean, and you’re working coaching and workshops, you know that i can’t i’m not saying i can conjure it up. Yes, yeah, and maybe conscious, not ivory. I don’t mean that in the demeaning i understand. Exactly understand? Well, you know the what it is, it’s kind of like finding the place that your brain goes, if you will it’s almost as though i could feel shift in my brain when i’m open to that conduit. So it’s practice, practice practice i like to think about it, like, did you ever see those images? Those aren’t images that it looks like just a bunch of small dots or pixels. And when you step back and you look at it and use you, bend your eyes, it turns into a three day when you’re seeking it and seeking it and seeking it it’s flat and two day. But the day you see the three day you can practice to keep finding it and it becomes easier it’s the same way with this connection. When i practiced, i can see the three day without effort anymore because it’s so practiced, i practiced the muscle in there for me now nufer let’s translate this to something that small and midsize non-profits i think, can benefit trump. Why? I invited you to talk about intuitive brainstorming. What? What is this? Generally? Okay, what it is it’s it’s. First of all, it’s about suspending doubt that we are creatures that are finite and that we’re separate. First, you have to understand that we are connected and that there is this universe with infinite wisdom that’s trying to guide us in the direction of our focus. So what we do when i go into organizations as we begin by setting a goal, and that goal will be to overcome whatever challenge or limit the organization is experiencing. The moment whether it’s, you know, staffing issues or trying to find new creative ways to raise revenue or a new marketing idea. But whatever it is, we set a goal, and we have what it would be typical brainstorming rules. Ah, that we apply for the process. And those rules include that we’ll get to those. Okay. More, general. Yeah. Yeah, no problem. And so we just set the course of working toward our goal. In a way where there’s no interruption. We have an hour to think about it, and we start to put our energy and our focus toward that direction. And however many people department heads, or if it’s a very small organization, everyone whoever’s in that room is somehow connected to the end goal and feels as though it’s possible to get to that end goal. Can we apply this where we have maybe difficult relationship with some some fellow employees? Or maybe, ah, relationship with board members or other volunteers? Can it work with personal relationships? Also it definitely can and that’s. One of the wonderful things about it. Is that just the process of knowing that there’s no judgment or criticism or bad ideas during that one hour, it allows people to open up the possibility that they might not have thought of otherwise. It gets, you know, it gets the thinking part of you out of the way. So the more creative ideas, things that come more from intuition and from love and from heart and soul, can come forth, and those usually are the better solutions. In the end, we’re gonna take a break, and when we come back, we’ll start. I just want to probe a little more the way the universe is guiding us, but then we’ll get into some details about intuitive brainstorming. So after the break, karen garvey, of course, stays with me, and i hope that you do, too. Talking alternative radio twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our coaching and consultant services are guaranteed to lead toe right growth for your business, call us at nine. One seven eight three, three, four, eight, six. Zero foreign, no obligation. Free consultation. Check out our website of ww dot covenant seven dot com. Are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality. In fact, its ideology over in tow. No more it’s time for action. Join me, larry. Shock a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry sharp. Your neo-sage. Tuesday nights nine to eleven new york time go to ivory tower radio dot com. For details. That’s, ivory tower radio dot com everytime was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to big non-profit ideas for the other ninety five percent. Time to send some live listener love let’s start abroad today. Beijing chung ching and shanghai, china welcome live listener love ni hao seoul, south korea always lovely always always glad to see south korea checking in on your haserot and in japan, tokyo is only one person in tokyo or multiple. Sometimes there are multiple multiple people in tokyo. We don’t know exactly where you are, but do you know each other? I’m are you all in a coffee shop together for for our listeners in japan. Konnichi wa ann arbor, michigan. Newport, north carolina. Malvin p a thank you for checking in live listener love to each of you and there’s more coming talking with karen garvey, author speaker, intuitive coach we’re talking about intuitive brain storming let’s say a little more wood. Well, actually not not. Let us let you can. I don’t understand it about how the universe is is guiding us. I the way i see things now is that we we either live awake or asleep when we’re asleep. We really think that this is a solo flight. Maybe you can have. Tea members or friends or people that support you, but you think pretty much that this is your journey, your legs, your brain, and you got to do it on your own. But as soon as you start to awaken, as soon as you start to understand that there’s, this infinite power that we are connected to that is eternal that’s with us before we’re born and will be with us during this journey and also be with us after we you know, after we pass on, then you start to be able to find ways that you witness this interaction, what i usually do with clients, even an intuitive brainstorming as i start to ask them to become aware of it if you’re not aware of it by asking a question of the universe every day and expect that you’ll get an answer, because this will train you to start to witness the signs in the way that the universe is connecting with you or communicating with you. So, you know, in the beginning, keep it light hearted and playful because you don’t want to have your first question be life or death. It’s, it’s a little bit harder. To discover the answer that way, if you’re very very invested in the outcome, or if you haven’t expected desire of how it will turn out. But if you start with something playful, you’ll start to see that the answer can pop up in an e mail or by someone’s conversation online. Behind you in the store, it can come through maybe not new york city so much, but where i live, it comes on vanity plates on license plates. Quite often, it can come on a sign on a building or a passage in a book, but you allow yourself to be able to accept the answer so that you’re you’re strengthening your ability to understand how we are connected and how we are guided, you know, and often times you’ll see two or three responses to the same question. So it’s about practicing it’s about seeing something differently. Also another way to strengthen this is to take stock of how you are intuitive and there’s a lot of ways, we are intuitive that many people aren’t taking taking ownership of like what you were saying earlier about that gut feeling, i left something in the apartment, but there are other things, too, like thinking about somebody that you haven’t seen in a while, and then they contact you. Ah, another thing would be just to have a sense of turning in a different direction and finding that when you made that turn opposite of what your logic would say, that there was a good reason to do it or not taking that turn and finding out that you should have listened to that feeling. Another thing is, we we oftentimes can get messages or visits from past loved ones in our dreams, and they feel very different than dreams. They don’t feel like they’re imaginative play. It feels like you’re visiting with this soul and that’s, another avenue toward understanding intuition. I have, ah, very dear friend who says there are no coincidences. Do you agree with that? I just phrase it differently. I just say that a coincidence is a purposeful intersecting of events. So, yes, there are coincidences and they have purpose, but you define them as having purpose, yes. Interesting. So, yeah, i mean, i i had something like that just this past week. I was thinking about someone contacting them, and then i got an email from them that’s it, uh but you okay? So you’re suggesting starting with a question a day now, i was thinking something like, you know, where should i have lunch today? But you don’t want to. You don’t want to be that trivial in the beginning. It’s kind of nice to make it that trivial because it’s easier to find the signs when you’re not that emotionally encumbered by the answer so you can find things that are just lighthearted. So if you’re thinking, you know, if you’re thinking of going to the smoothie place versus going to the chinese place, it’s not that difficult to find a sign, you know, you might walk out of here and trip over a pineapple, and that might indicate you should go to the smoothie place. Well, but chinese, they have sweet’n sour point way. You’re gonna wait for your second land. Okay? Right now. All right. So starting with something simple like that is okay. It’s actually easier. Much easier. Preferred. Okay, so, let’s. Go back to the intuitive brainstorming. You will lose to some of the rules. And i didn’t want to get too specific at that point. But what what are, uh, what does? Well, the second step back. How do we get started? Who? Who should we invite into our brainstorming process? You said you mentioned doing an hour session. Yeah. Who should we invite to this? It really depends on what the goal is. So any player that has some kind of responsibility or some kind of task that’s oriented toward getting to that goal should participate. So that everybody’s, aware and everyone’s energy thought energy and feelings and beliefs are all vested into the process on dh it’s about setting forth. I like one hour. Because for the average person, it takes us about twenty minutes to set ourselves aside and get out of the thinking part. We we really do critique everything and oftentimes criticize everything. So the judgment part of us, when we start to get into a more playful, imagine imaginative and creative arena, it will start. Teo, allow us to dismiss judgment and being free of judgment is a very, very important application here, so that’s part of the reason for blame being playful. I usually encourage the teammates too. I kind of have a little bit of a contest that the more outrageous the suggestion, the better, because here’s, the way i look at that, if you are going teo, aim for one particular star that’s between us on the moon and you’re only aiming for that star, you know, we might not make it, but if you aim for the moon there’s a better likelihood to get to that particular star. So if you go for the really outrageous answers, it’s going to help you to seek beyond what your typical boundary would be, and to get past those limits that would normally come upon you it’s also important that there’s no interruptions for that hour because interruptions change our focus. Like just as i was saying, how going for a run helped me to get out of myself being uninterrupted and to be playful and to have a very positive atmosphere in this circumstance helps you to stay imaginative and creative. It helps to keep you more right brain rather than left brain. You have all the time in the world to be left brain after the intuitive brainstorming session, but right now, it’s about getting creative and get an imaginative and being playful and being free and believing an infinite possibility. How often should we do these sessions? It’s it’s multiple times, right? Yeah, in the beginning, i suggest that people do it once a week because you’re exercising muscles that you’re not that familiar with. I have the same purpose in goal, and if the goal is a very long term goal, i say about a month of once a week and then you could go down to once every two weeks. If you’re finding you really have momentum even once a month after that to maintain that energy moving forward. Okay, should there be a leader of the group or is everybody equal? I usually have someone that’s, a facilitator, not necessarily a leader, but that is very familiar with the structure, you know, tries to encourage playfulness, tries to encourage people to be without limits, nonjudgmental noncritical on someone and ensuring that everybody else is especially non judgmental. Yes, everything is allowed. Yes, more. As you’re saying, the more playful, the better. All right, so we’ve done we do several of these sessions say over a month, what do are we starting to make a decision about how we’re going to proceed or we looking more for signs at that moment? Where are we now after for these let’s say, well, we’ll have a recorder, so every idea will be recorded during the session, so we’ll have a place that we can go back to initially, you know, want to take any speedy action. It’s not about developing your plan in that moment. It is about now going out, having all players seek and say, you know what? We’re in this together with this universe, there are some good ideas there might not be. The ideas that were thinking are the best in this moment, but give us evidence, give us signs, put a stepping stone down in front of us won that we feel is viable, and we feel that we can move in that direction. So in the next week you come back any share stories or even during the week, if you’re bumping into people, you can share stories because sharing stories gives validation, and it helps everybody to suspend doubt and to encourage not needing to think that this is off an off limits topic, so the more encouragement you get, the more people will see signs where they are starting to appear everywhere, from dreams to vanity license plates. Exactly. So we’re sort of opening our mind two on our consciousness too signs that i don’t know what would they have been there otherwise we just wouldn’t have recognised them. How do we hear is that? You know, for may i still really prefer the scientific ideas behind what it is that i dont here’s how i began to understand signs, because for me, it’s like really, you know, if i’m listening to tony show today and all of sudden he says the thing that answers my question, what did ugo did the universe take over tony’s brain? Enforce that sentence out of his mouth that doesn’t. That doesn’t make sense to me, but here’s how it really does work that there’s no such thing as time, so your answers are in the universe. But what the objective of this guidance is is to get you to pay attention to where the signs are so often times you have to understand that conscious. Energy is vibrations thought energy is waves, wave energy intersects with other intersects with other wave energy of other conscious thoughts treyz closely in jargon jail. Now we have a jogging jail here you haven’t you haven’t transcended basically and that’s not what i mean transcended. You haven’t transgressed okay having transgressed, but you’re, you’re almost your close transcendent. The idea is simply that, like we can’t see radio waves, but we can hear the music. The same is true with thought energy, and if your thought energy is intersecting with someone else’s thought energy or with a non physical source of energy, you’re not aware of it. It still feels like your thoughts so you can actually be prompted to think toe look at assign toe look to the left to listen to the lyric of a song and that’s the that’s. The way that it works is that you, it’s basically, like, think about an invisible couple of fingers being put on your cheek asking you to turn to the left or turn to the right or look up or listen well, i whenever i had a break up when i was younger, i always thought, you know but everybody thinks it’s the song lyrics are talking to me about how how melancholy i’m feeling but i think that’s ah, well, maybe it’s coincidence with purpose. Yes. Ok. Could be helping you through the process, is there? Ah, a minimum number of people that that this really works well with me is like, is three enough for there really? Isn’t even two people can really very powerful on dh, not self censoring. Really? Yeah. No. Yeah. Even two people is very effective. As a matter of fact, there are often times just teams that do this and you don’t even have to have the same objective. If you’re working with just one other team member, you can give a half hour to one person’s purpose and one half hour to the other person’s per purpose. If you have a very small organization, it still is effective. Having at least two players, though, helps your own personal bias is to be removed through the vision or the eyes of somebody else. Okay, i like the idea that this could be ongoing. So we could just schedule this hour a week, and maybe i have several devoted to the same. Topic and then switch topics but always have this sort of playful our you have organizations that have have done that devoted time to this over the long term. Yes, i have organizations that this is just a part of their business process. Now for two, three, four years it’s just been an ongoing part. Everyone gets used to that. This is when it’s scheduled this is when we meet, and they do look at it as the fun hour of the week share a client story, one of one of those longer term organizations can you ok, here’s a good example for fora non-profit often times, the biggest challenge is thie ongoing process of fund-raising especially if the fund-raising methods are finite and you need to raise revenue on an annual basis, and you’re starting from scratch, scratch fiscally every year. So one example of something that came out of the brainstorming for one come company one organization was that it’s, an organization that helps young people between the ages of fourteen and eighteen who have started to have issues with the law or with drugs or other different problems, and it gives them a place to maybe find different traits or characteristics within them while being guided by a support staff that can help them. And the challenge definitely is in fund-raising, you know, they have their gala, they have their golf outing. But what was generated from this process was the idea that thie donor-centric a child and have real communication with one of the people that he has is in contact with. So it’s monthly communication, maybe even photographs, a man indication of what kinds of really cool things is being done with their money and their donation. So what that does is it takes it from ah, one year donation of such and such amount of font and then it’s out of their mind, and it becomes a subscription. So every month their credit card is processed, and they have this relationship with the person which encourages them to stay with the subscription. And that came out of intuitive brainstorming works outstanding. Um, share what? What it is that you love about the work that you do with clients, whether individuals or or organizations or companies there’s a lot of things that i love about it. But one is certainly that one is definitely that. Thie benefits that you see in your business, and when he’s starting to see more abundance and more possibility and more wonderful things coming your way with less effort than you used to put in. All of that starts to kind of overflow into your personal life too. So the principles are the same. Whether you’re having these successes in business or you’re having them in your personal life, the principles are the same. You’re exercising muscles that affect every area of your life, so i love to see the personal growth that develops from the business growth and vice versa. So that’s really satisfying the other thing is that it’s fun to see that people start to believe that life can be easier to get out of that mode of life is hard, this is difficult. This is not fun. I can’t get this done and to start to see that when you link into this support that’s there for you and it’s free and that you can use it, that challenges start to fade and have the same extent or the same energetic difficulties that you used to have. So just to see that byproduct of it as well, as really satisfying, we have a lot more time. You won’t share one more thing that you love about the work. Okay, one more thing. Well, i’ll take it to a personal level if you don’t mind. I was one of those people that was, you know, falling into snags constantly relationship wise or people wise or or even my relationship with money. And in the ten years that i’ve been really focusing on this, i have probably fewer challenges than anybody i’ve ever met, and i also feel that i’m probably one of the happiest people i’ve ever met, which i’m going to tell you. A decade ago, i didn’t know it was even possible. I feel like i’m in a joint venture with the universe and yes, you are all right, karen garvey. You will find her at the answer’s unlimited dotcom. Thank you so much for being against karen. Thank you, it’s been a real pleasure. We’ll take a break when we come back a little more live listener love tony’s take two and then gene takagi is with us to talk about the poll latto paul part do stay with us e-giving didn’t think dick tooting, getting dink, dink, dink. You’re listening to the talking alternate network. Get in. E-giving good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural method i can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Dahna i’m leslie goldman with the us fund for unicef, and i’m casey rotter with us fun for unison. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Metoo now more live listener love teo washington, d c, san francisco and jamaican new york. Where comes to coast? Jamaica have courses in queens. Very diverse neighborhood. So could be anybody listening in jamaica, new york. What comes to coast today and there’s? More live listener love coming from coming from abroad. My tony’s take two. This week is about my blog’s, which was are you having fun? Because last weekend i was a judge at the thirty first annual coney island mermaid parade and it was it was great fun. There were mermaids. There were mermaid ls. There were octopuses, burlesque dancers, ice skaters, ice skaters in in june, on on a float that had, i guess, in that ice on it they were skating. There was even a pabst blue ribbon float, pbr float. And that just got me thinking about summer fun. So my block this week is are you having fun? Because it is summer and my suggestion that you make time for fun, you have to make the time because you won’t just find it. But i think it’s very well worth doing. There are pictures from the mermaid parade on my blog’s at tony. Martignetti dot com, including a bunch of mermaids and that is tony’s take two for friday twenty eighth of june twenty sixth show of the year and my one hundred forty eighth show. The one hundred fiftieth is going to be on july twelfth. There’s nothing special planned for the hundred fiftieth show. It’ll be it’ll be a laid back sesquicentennial. My pleasure, as it always is. When he’s here to welcome jean takagi he’s, the principal of neo the non-profit and exempt organizations law group in san francisco, he edits the very popular non-profit law blawg dot com. And you can follow him on twitter at gt a k g attack. Gee, tak, welcome back. Hey, tony, how are you? I’m great that’s a little rhyme i made. I just i just thought that right now. Is that what i’m what an improviser. Welcome back. Okay, um, we are continuing our conversation from back in may may tenth, to be exact when we were talking about dan piela tas viral video. The way we think about charities is dead wrong. And we talked about compensation and advertising and marketing and risk taking, and we want to continue their two. Other things that you blogged about it on the first of those is time constraints that non-profits don’t have the luxury of time. What? What air dan’s concerns there. I think tony, you know, because the public and thunders appear to have really little patients for non-profits that failed, teo immediately make an impact that they can report back there’s. Just this lack of patient capital. It’s, maybe a buzz term that people use in this industry, that’s willing to wait it out and allow non-profits to develop the right infrastructure and systems, and perhaps the right, uh, foundations to go to scale before being able to deliver the type of results that the public and that institutional thunders they’re looking for, and then makes a very good point there. I have a clip of him talking about this, relating it, to analogizing it to the corporate side. So amazon went for six years without returning any profit to investors, and people had patients. They knew that there was a long term objective down the line of building market. Dahna. But if a nonprofit organization ever had a dream of building magnificent scale that required for six years, no money was going to go to the needy was all, then be invested in building the scale. We would expect the crucifixion. That’s damp latto is there? Is there something we can do about this game? And he he has a very good example that if if if charity went six years without spending money on mission, there would be there would be a lot of trouble that there would be, and there would be legal problems a cz well, there there is a principle it’s rarely used, and because there are no sort of really english or plain english words for this high risk jargon j hope that it’s called the commensurate test for pizza basically all right, commencement fancy words and just basically means that a charity has to spend its resource is in line with its mission, and that includes the amount of financial resources it has and what amount is going to program versus administrative and fund-raising so if you were to spend and and i’m not actually a man of that example that that dan produced with amazon, i’ll explain that in a second. But if you were to spend six years building infrastructure and admit zsystems to go to magnificent scale without spending a penny on program that’s going to be a violation of the commensurate test almost surely on dh there may be others from some other problems with that as well. The reason, tony, i don’t like it. Maybe you could tell me how you feel is well, when amazon was building up for six years, it was still selling books and producing revenues and inspiring confidence in its investors if a non-profit were to do nothing but build infrastructure for six years and not do any programming it’s not been inspire confidence in its investors. And it’s not really the legal problem it’s the ability to track capitol problem if it’s not showing any demonstrate, you know, demonstration of its ability. Tio achieved this massive scale of the project can’t show benchmarks along the way. And the public and institutional investors, they’re just not going to believe in this, i say all right, so there was there was mission related work going on in amazon for those six years that’s so the analogy isn’t really great. That’s my feeling okay, mission related work being sales. They just maybe weren’t profitable, but they were doing some mission related work. Okay, now, lobbying can be effective, but in making chain making social change but that’s largely, and we’ve talked about this before prohibited. Well, actually, i correctly there okay tony so non-profit public charities and engage in quite a significant amount of lobbying without passing the threshold. But locking and advocacy were generally it takes time to do. And so, in that sense, an investment in time requires some patients there and again, patients capital, it’s, it’s, an investment in time, and supporters of those lobbying advocacy efforts are going to have to wait it out to see what may happen, and sometimes a change in the laws we’ve seen with the supreme court decisions recently. Sometimes changes in the law are much, much more powerful than just direct services. Let’s move to another of dan’s concerns. The final one, which is that non-profits don’t attract profit. Tio don’t don’t make profit to attract risk. Yeah, great, great point so for-profit can attract equity owners, and they can use that to make investments in, you know, big projects that might become sustainable and be able to deliver charitable goods to communities and made on a consistent basis and non-profits can attract that equity capital because, of course, non-profits don’t have owners now i actually don’t have a problem with that. And, tony, maybe you could tell me what you think. I don’t think we want tohave charitable non-profits with shareholders who put pressures on getting a financial return for their investments think non-profits are difficult enough to run in having shareholders there is just gonna complicate things even more. Well, we’re we’re moving. I don’t want to say we’re moving to that, but there are these, um, other ways of self-funding funding social change, like, like the social impact bonds. And i think you and i have talked about those before and just these things that fall under pr ize programme related investments that are sort of that way. I mean, there’s sort of a midline yeah, i think the midline that you’re speaking up that’s, where we’re trying to go, so we don’t really want non-profits with shareholders so i don’t think we want non-profits tohave equity investments in them, but what we do want our ways for investors to be able to invest in social good, so there are a few ways to do that one is, well, already social investors could make loans to non-profit on and, you know, if they want to get a financial return, you know, in line with the fair and, you know, market rate, return for their loan, um, i’m sure charities would love that if they could go a little bit more with the risk than a bank might pick, then charities have access two new capital, but that depends upon inspiring confidence in those social investors. Private foundations can make program related investments, as you mentioned, and those who take the form of usually loans or guarantees that will be for the benefit of non-profits to run their program and the private foundations aren’t expecting sort of a big production of income or appreciation. They’ve got any equity investments in return, but they could do that already got social impact bonds that you talked about such a cool idea where we don’t really know if they’re going to work because it’s such a a new idea, but the government issues the bonds and pays on ly if the social goals are met, and so the investors and the bonds are taking a risk that the social the non-profits that air contract it with the money that the bonds produce are going to be able to to keep their goals. And new york has got a great experiment going on with goldman sachs and recidivism that’s going to be a great example for for us to see whether this is going to really produce impact or not. I think the last part is maybe those hybrid organizations, those air, not non-profits, but they’re kind of in this cool space somewhere in between traditional for-profit organizations and non-profits and these air like the benefit corporation, flexible purpose corporations, social purpose corporation, low profit, limited liability companies that kind of occupying this space in the spectrum between social good and financial returns for shareholders and i think that’s going to be an exciting space. Did you watch maria simple and i talked about finding foundations that will do these program related investments, and that show was on march. Eighth of this year what’s that goldman sachs and recidivism example that you mentioned jean i’m not aware of that. Well, basically goldman sachs is is the bond is the investor in the bond so they bought the bond and they’re going to profit on ly if the non-profit center involved are able to reduce the receipt of ism so the government will pay out based on the savings that they get from reducing prisoner wei have recidivism on so you know it’s it’s kind of a win win situation if it all works, if there is actually impact. So if the government makes the right that on the service provider on the non-profits and they do a good job of reducing recidivism, then the government will save money overall used some of that savings to pay the bondholders which in this case is goldman sachs and so, you know, theoretically a great model sticking the right partners that’s going to be the tough, the tough thing and then finding the right buyers, goldman sachs came out and, you know, took a shot of the investor here. But will the public buy it? Same problem with the hybrid organizations. We talked about, we see a lot of private individuals twisted in doing social good, who are investing in this. But we haven’t seen big institutional investors come in in a big way yet, and i think that’s follow-up do you know how much goldman sachs invested in the in the bonds? I don’t think i could be quoted for that, but i think it was somewhere with around seven million dollars, okay, all right, that’s, right, let’s say. We’ll take our break, and when we come back, we’re going to talk about the overhead myth. That letter that just came out very recently, and also an oregon law that’s related to this and putting a cap on. Well, sort of putting a cap on the amount that can go to non program related activities. So stay with us. You’re listening to the talking alternative network. Buy-in are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Buy-in have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Zoho dahna hyre more live listener love to columbus, ohio, new york, new york. Welcome, fujisawa, japan, can it? You are beijing, china. Many people in beijing. Are you together? Do you know each other? Beijing welcome. Ni hao. Jean let’s. Talk about the the overhead myth letter. Um, this was signed by the leaders of the better business bureau wise giving alliance, um, guide star and charity navigator and ken berger from charity navigator, ceo of ceo. There has been has been a guest. This letter is is just come out very recently ordered. I just learned about it very recently. Now it came out very recently, just a few days ago. Ok, they didn’t put a date on it. That’s the first thing i learned in grade school, you supposed to put a date on your letter and then you do the inside address and then the greeting, but they don’t have they have neither an inside address nor a date, but okay, it came out very recently on dh. Why is this creating a lot of buzz in non-profits? But it’s creating a lot of buzz? Because i think these charity, some of them are charities, ratings organizations, some of them just provide information about charities to the public. But there’s been a widespread feeling among charities that thie over admit that they’re talking about was actually perpetuated by some of these organizations in terms of rating charities, by virtue of what they’re programmatic expenses were versus their administrative and fund-raising expenses, very much the argument that pelota was talking about as well. And the feeling was that the ratings agencies were e-giving low scores to anybody that had this high overhead ratio. I know so it’s ah it’s, a little it’s, little crusty of ah, of ken berger to be signing this, to quote the letter which is against signed by all three the percent of charity expenses that go to administrative and fund-raising costs commonly referred to as overhead is a poor measure of a charity’s performance and that’s very early in the letter. And then they go on to encourage donors it’s addressed to the donors of america. They encourage, um, donors to think about on dh consider lots of other factors besides overhead myth overhead overhead. Um, yeah, it seems a little hypocritical. Yeah, and i think they go back. I think the first sentence is probably not reflective what they actually believe that overhead is a poor measure of the charity performance. I think what they’re trying to say. And i think the rest of the letter describes it is that overhead alone is a port measures charity performance because they go, they go on and say in the letter, but overhead offers insight and can be a valid data point for rooting out fraud and poor financial management. But in most cases, and i think the message to donors is this and i don’t want to detract from that messages that focusing on overhead alone does more damage than good. And i absolutely we believe in that as well. Yes, for sure. And i am trying to get the three signers of the letter as guests together. I already reached out tio the better business bureau wise giving alliance and charity navigator. I don’t have a connection to guide star, but i’m trying. I would like to have a show with the three of them to let me see if i could make that connection for you. Honey. Really? You know somebody it ah, guidestar. I do. Oh, okay. Thank you. Well, this is good. Look at this intuitive brainstorming. It works. It works. I put the message out and i got an answer right back. This is incredible, it’s. Just that in advance to pardon me. You must have known that in advance. No, i no. I mean, what do you mean, what? I must have known what they’re what your intuition told you to go in this direction. Well, the my first guest, we were talking about intuitive brainstorming. Instead of you start to put something out. Then you’ll get signs back. And i was going to start looking at vanity license plates, but but i don’t have to thank you, jean. That would be a credit that’s. Incredible. This is the works system works. Um, okay. Now, over up in oregon and i learned is not oregon. I was admonished by by tim sample who’s amy sample ward’s father. He called in from oregon once. There’s no. E on oregon. So it’s not there’s. No e on oregon. So it’s, not oregon. So those of you were pronouncing it wrong. Please be admonished. Over and up in oregon. They have ah, new law. That sort of puts a cap on how? Much charities khun spend on non program it’s kind of going against the flow of the theme that we’ve been. We’ve been focused on you, we’re going right? Is this back and forth? I know. So yes, there’s a house bill called two thousand sixty i believe it was signed into the law and is going to go into effect in a few months and basically it allows the attorney general to disqualify a charity from being able to receive deductible contributions and that’s just for state income tax purposes because federal income taxes are outside of oregon’s jurisdiction, so deductible contributions from the state income tax perspective if they don’t meet a thirty percent threshold, thirty percent programmatic expenses versus sort of administrative and fund-raising if they’re not real reaching that threshold, uh, for three years over a three year period, and they may not be able to receive deductible contributions from the state resident, and they have tio disclose that publicly, yeah, absolutely so they disclose it, or they can face a penalty of up to twenty five thousand dollars, and once they disclosed that the attorney general can come in and say, well, anybody donating to this? Charity will not be eligible to receive a deductible contribution for a state income tax purposes. Um, and i didn’t know it was over three years, the three year period. Okay, so three, if you’re if you’re spending less than thirty percent of your revenue on program for three consecutive years than in the third year, that’s when you have to disclose it, uh, when your fourth year in the force you closing the previous three years, okay? And if you fail on the previous three years going for the attorney general, but it could disqualify you. So after those three years, you would report it. Ok, does it have to be three consecutive years, or can you do less than thirty? More than thirty, less than thirty? More than thirty, less than thirty that’s? Three? But it was over five years. I think it’s three consecutive years and they don’t look at each year in isolation. They take a look at a rolling three year calendar. Oh, i see. Okay, um, what’s, your what’s, your opinion of this law that i think is draconian? Yeah, i i think it’s going to resonate with some of the public because you know, this week we also saw another story big story from cnn talked about the city worth charities in the united states and these air, all out liars, but also tremendously high overhead, racial and hardly any programmatic spending with, you know, cumulatively, like billions of dollars involved or hundreds of millions. So they just picked out the most egregious cases and, you know, outrages the public and the public puts pressure on the legislature to create laws to prevent those things from happening. And then we get laws like the one in oregon? Yeah, i don’t care for those, you know, fifty worse than you know, the irs does something similar too well, no, that know the irs different? No, i’m sorry they generalize about charity scams, but they don’t specifically name charities. I don’t like these headline grabbing things. It it tarnishes the entire sector it does for the vast majority of attorneys that are doing very good work. It’s it’s hard to sit there and get a hit from a donor confidence because of those real outlier. So you think they’ll be a public backlash in oregon? Well, i think the charitable sector is going toe push. Back a little bit on this, but i think actually this may be a trend, and we may see more states create these laws. Well, actually, the non-profit association of oregon endorsed the law. Yeah, they felt like this was kind of a benchmark minimum, although i think they said in a statement, i think there’s a comment field on the overhead mid fight where somebody, a representative of that association, made a statement that there shouldn’t be a single number threshold that indicate a good performing charity. This is a poor performing one, but they felt like thirty percent over three years was kind of the bottom line number that any charity should be able to meet. And i’m not sure that that that’s really something that you can back-up yeah, yeah, we have to leave it there. Gene, thank you very much. Great, thank you so much, durney i enjoyed it, jean takagi, you’ll find him at non-profit law blogged dot com and at g tack on twitter next week, beth cantor, author of the network non-profit and measuring the network to non-profit we talked it fund-raising day last month about engagement and outcomes, and i’ll have that. Interview unless i can get the three authors from the overhead myth to come, i don’t know if we could get them as quickly as next week, but they’ll take precedence over that beth cantor interview. We’ll run that another time if i could get the three of them, but i’ll try to get through them some time. Also next week, scott koegler, our tech contributor and the editor of non-profit technology news returns. We’re going to talk about apse for your tablet. Check us out on the social networks youtube, facebook, twitter you know the litany. The links are on my block at tony martignetti dot com insert sponsor message over nine thousand leaders, fundraisers and board members of small and midsize charities. Listen each week contact me on my block to talk about sponsoring the show. Sam loves that music so much he played it a little prematurely. Our creative producer was claire meyerhoff sam liebowitz. The one playing the music is our line producer and the show’s social media is by regina walton of organic social media. The remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope that you will tune in next week at talking alternative dot com friday one two to eastern durney dahna e-giving thing duitz good ending. You’re listening to the talking alternative network waiting to get in. Dahna cubine are you a female entrepreneur ready to break through? Join us at sexy body sassy sol, where women are empowered to ask one, receive what they truly want in love, life and business. Tune in thursday, said noon eastern time to learn tips and juicy secrets from inspiring women and men who, there to define their success, get inspired, stay motivated and to find your version of giant success with sexy body sake. Sold every thursday ad. Men in new york times on talking alternative dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti athlete named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment. Be more effective, be happier. And make more money. Improving communications. That’s. The answer. Told you.

Are You Having Fun?

having funOn Saturday I was a judge for the Coney Island Mermaid Parade.* What fun!

The parade was loaded with freaky costumes that sometimes had a nautical theme, classic cars, marching bands, burlesque, unicycles, stilt walkers and mermaids. Not all mermaids are female, I learned.

Everybody was having fun.

Are you?

Are you getting out to have fun? Are you breaking out of routine to let loose and indulge in pure fun?

Like this:

I believe it’s so important to shed responsibilities once in a while and go have fun. Like a kid.

You won’t find the time, you’ll have to make it. It’s worth it.

Have fun!

* Anyone who donates $150 to Coney Island USA can be a judge.

Picture of Don Fornes

Nonprofit Radio for June 14, 2013: Successful Software Selection Strategy & Storify and Quora

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Picture of Don Fornes
Don Fornes
Don Fornes: Successful Software Selection Strategy

Don Fornes, CEO of Software Advice, leads us through the software selection process for nonprofits.

 

 

 

Picture of Amy Sample Ward
Amy Sample Ward
Amy Sample Ward: Storify and Quora

Our social media contributor, Amy Sample Ward, got a promotion at Nonprofit Technology Network (NTEN). Then we’ll talk about the value of Storify and Quora, two lesser-known social networks, for your nonprofit.

 
 
 


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

No Smoking Guns courtesy of David King on Flickr
No Smoking Guns courtesy of David King on Flickr
Last week The New York Times exposed Beth Israel Medical Center’s fundraising operation as it became public through documents related to a will challenge by distant relatives of Huguette Clark, a wealthy woman who lived her last 20 years in the New York City nonprofit hospital. She died in 2011.

From the Times’ account, I see very little wrong and nothing egregious. New details may emerge and I’m analyzing what’s known today based on the linked article. (I’m much more interested in where the story ends.)

Ms. Clark was a major gift prospect, as she should be. She lived in the hospital for a long time and had her faculties.

Fundraising staff researched their prospect and the CEO was actively involved. All CEOs should be engaged in major gift fundraising. They wrote memos to each other and to the file.

It’s true: people inside charities routinely talk to each other about fundraising prospects and donors. They keep records in databases and paper files. They hold strategy meetings to manage relationships.

That’s what charities do.

It’s what they have to do to get gifts so their doors stay open. It is the way fundraising gets done in the charity business.

Surprisingly, the Times article lacks this context. There’s no commentary from a person with knowledge of fundraising practices to say, presumably, that there’s not much in this story that’s out of the ordinary.

What I didn’t like is the unprofessionalism of some notes and the unbridled exuberance that led a staffer to use seven exclamation marks to announce a gift of a painting. And there are snarky comments, too.

Those instances were poorly judged and thoughtless. Not illegal. Not unethical. Just thoughtless.

Never put in writing something you wouldn’t want the person you’re writing about to read. Keep your notes factual.

My greatest interest is the last paragraph of the Times’ article. Within 20 days of signing her first will, which did not include Beth Israel, the CEO met with Ms. Clark three times. Three weeks after the last of those visits she executed a new will with a $1 million bequest for the hospital. That’s the will under dispute.

Now we’re squarely in my territory, Planned Giving.

  • Did an attorney prepare the wills?
  • Did the same attorney prepare both?
  • Were they executed in compliance with New York law? (The first will is dubbed “sparse.”)
  • Were the attorneys recommended by the hospital?
  • Did hospital staff have meetings with the attorneys?
  • Who paid the attorneys?
  • How many people were in the three meetings with Ms. Clark?
  • What was said?
  • How did she react?
  • Did other staff meet her between the two wills?
  • What did they say and how many people were in those meetings?

Nearly everything leading up to the first will is business as usual, as far as we know.

For me, the end of the story begins the most interesting inquiry.