Years ago I was accused of being a thief. The donor’s niece didn’t trust me with her aunt’s jewelry. Peter Heller of Heller Fundraising Group, hosted me in his Outrageous Fortune video series to tell my story.
I love our sponsors!
WegnerCPAs. Guiding you. Beyond the numbers.
Cougar Mountain Software: Denali Fund is their complete accounting solution, made for nonprofits. Claim your free 60-day trial.
Turn Two Communications: PR and content for nonprofits. Your story is our mission.
Listen Live or Archive:
- On Fridays at 1pm Eastern: Talking Alternative Radio and tune in
- Listen to the September 27, 2019 archived podcast
Tony Martignetti: 5-Minute Planned Giving Marketing
The best person to reveal my wildly simple Planned Giving promotion tips is me. (Originally aired 8/18/17)
Maria Semple: What’s Fair Game?
Info you find on LinkedIn about a potential donor belongs in your report on the person. What about Facebook and Instagram? What if the tidbit is embarrassing or compromising, but valuable to your org? Should you friend prospects to learn more? Maria Semple walks us through the ethical conundrums. She’s our prospect research contributor and The Prospect Finder. (Also from the 8/18/17 show)
Top Trends. Sound Advice. Lively Conversation.
Board relations. Fundraising. Volunteer management. Prospect research. Legal compliance. Accounting. Finance. Investments. Donor relations. Public relations. Marketing. Technology. Social media.
Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.
Processed on: 2019-09-28T01:40:46.868Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2019…09…459_tony_martignetti_nonprofit_radio_20190927.mp3.313881039.json
Path to text: transcripts/2019/09/459_tony_martignetti_nonprofit_radio_20190927.txt
Oh, hi. Hello and welcome to Tony martignetti non-profit Radio. Big non-profit ideas for the other 95% of your aptly named host. Oh, I’m glad you’re with me. I’d go into super virgins if I saw that you missed today’s show. Five minute planned e-giving marketing The best person to reveal my wildly simple, planned giving promotion tips is me that originally aired on August 18th 2017. And what’s fair game info you find on linked in about a potential donor belongs in your report on the person. What about Facebook and Instagram? What if the tidbit is embarrassing or compromising but valuable to your orange? Should you friend prospects to learn more about them? Maria Semple walks us through the ethical conundrums. She’s our Prospect research contributor and the Prospect Finder. That’s also from the 88 17 show. I’m Tony. Take two. Watch your plan. Giving Relationships responsive by Wagner C. P A. Is guiding you beyond the numbers. Regular cps dot com By koegler mathos Software Denali fundez They’re complete accounting solution made for non-profits tony dot m a slash Cougar Mountain for a free 60 day trial and by turn to communications PR and content for non-profits, your story is their mission. Turn hyphen to dot CEO. Here’s five minute planned giving marketing. All right, well, there is not a guest to welcome because, uh, I’m it on, and it’s a little awkward because although I do a ton of speaking training, this, you know that I It’s very different. That’s on a stage. People expect to hear me because I’m in the program. Not like I just walked in. What? I’ve crashed a few conferences, but they never gave up on stage. It hasn’t been successful yet, but those aside, you know, I’m in the program. I mean, I’m all right. I’m in today’s program. It’s bits booked. I’m I’m booked for the spot, but, uh, the show is never been, uh, me sharing for a full segment. What? What I purport to know about planned e-giving or charity registration. Uh, you know, I filled in from time to time. Ah, guest is lead or a segment ran short. Maybe a pre recorded thing ran short, and so I would fill in for, like, five minutes or seven minutes or so I think is probably the most. But this is, uh, this is a different one. This is different experience. Geez, just get on with it already. This guy’s rambling. Andi, I’m, uh I’m a little nervous about it, but my voice just cracked, like I’m a 14 year old. Um All right, well, I certainly capable, but it feels weird. That’s what I’m saying. It just feels different. This is not my typical venue for me to be speaking without having somebody to talk to. Let me just do a little technical detail first. Sam, is the Facebook shared on Facebook live shared on the non-profit radio page? Can we, uh, because I don’t want it just on my personal pager doing Facebook live today. I don’t know if Maria Semple is gonna do Facebook live on her end, but you’ll you’ll certainly be hearing her. When? When it’s her turn. Look at me. I’m already rushing to the second segment already. Know this is this is okay. Not yet, Not yet. Maria, hang on. Okay, so you want to share the Facebook live to the non-profit radio page so that it’s called Tony martignetti non-profit radio. Okay. There is no Facebook live today. Let me just don’t go to Facebook don’t look for us. They’re not there today. That was 2017 for God’s sake. To do it on mine. Okay, so, uh, I apologize Thio podcast listeners for Ah, for this, You know, just give me a little technological moment, okay? I’m in my Facebook. I see. Live what? Ah, school Sam’s gonna say, I’m gonna take my phone and take care of that. And of course, you know, we’re gonna get to the five minute marketing tips. Just hold the horses. You’ve got a nerve. You got nervous, guest. Okay, Sam’s gonna take care of that. So, five minute marketing, I haven’t expanded version of this that I have done at conferences runs on for 90 minutes or so. You’re not getting that version. Don’t. We’re gonna keep to the keep to the hour, Okay? But you know, I mean, if you want me t o training conference. I love Thio. I love to speak. Just this is today’s a little weird. So So here’s what I, uh, anticipate. We’re gonna cover very briefly. What planned e-giving is We’ll make sure everybody’s on the same page with that. What kinds of non-profits benefit? Like what? What do you need to have in place before you can start your plan Giving five minute marketing. Okay. And what the radical, revocable planned gift are that we’re gonna be talking about marketing for and there’s a lot more planned giving beyond revocable. But that’s what’s gonna talk. You know, we’re just scratching the surface, you know, bite off too much. I want you to get going with planned e-giving. And it doesn’t have to be in depth. So we’re starting with irrevocable, and then we’ll get into the marketing tips, which is the bulk of book of our time. Um, okay, I’m feeling a lot more comfortable, but it’s still also a little weird. Now it’s like 50 50 instead of 90 10 on the Weighted to the weird sight. Now it’s like 50. 50 um, planned giving. This is a method of giving. That is, long term involves the donors consideration of their long term plans. Their state plans a retirement plans very different than asking a donor to right $50 check or even 1/2 a $1,000,000 check or a $5 million check. These thieves gif ts involved more personal considerations of family on DDE have your charity fits into their much longer term plan. Um, and then typically these are cash to your organization when the donor dies. So again, long term, if you get a 60 or 65 year old to include you in there, will they have got a 25 30 35 year longevity. So long term, you need to have this long term view of fund-raising. Your board needs to have that. We’re gonna get to that board support. But this is not the type of giving that is going to pay the five year capital plan or or, you know, any kind of immediate, immediate budget needs that you have. This is long term, fund-raising. I want to stress that the outset that this is not only for your wealthy donors the five minute mark in tips I’m gonna be giving you these quick ideas, These air. We’re gonna be doing these for all your donors. We’re not getting into discriminating by age. Um, because these are easy tips. So I want you to know that these are ideas that are appropriate for any donor-centric to get to. This is not on Lee for your wealthy donors and all of plane that applies to all of planned. Giving people a very modest means can be terrific. Planned gift prospects. I literally mean, if they have been giving you $15 a year and they have been doing it for many years, like 12 of the past 15 years or 18 or 19 or 20 years of the past 20 they are great plan giving prospects. This is not planned. Giving is not only for your wealthy donors, please take that away. And that does not applied only to what we’re talking to about today. All of planned giving people have very modest means. Very modest can include you in their state plan. The smallest planned gift I’ve ever seen. $1000 in someone’s will. And that’s very rare that I’ve seen that only a handful of times in 20 years. Thank you. 17 20 years I’ve been doing plan giving, only seen a couple seen that a couple of times. The average charitable bequests, which you’re gonna be talking about a lot about Will’s requesting a will. The average is around 36 to $37,000 is the average request, so please take away planned giving is not only for your wealthy donors. Um, we’re going to Ah, I just got you know, we’re gonna take our break now, and when we come back, then we’re gonna get into what you need to have in place. What kind of non-profits benefit? What these revocable gifts are that we were talking about. And the marketing tips Stay with me. Finally, the guy got into it, For God’s sake, it’s time for a break indeed. Wagner, CPS. They had a wagon. Or on September 25th Exempt or non exempt. You missed it. But you still need to classify your employees correctly. Ninja worry As a CZ, my grandpa martignetti used to say, Don’t you worry. You goto wagner cps dot com Click resource is and recorded events And there it is. All right, now, back to five minute plan giving marketing with your lackluster middling mediocre host guest for this segment. Go ahead. Let’s go. All right, let’s get into, um, which organizations benefit right now, By the way, I feel much more comfortable now. Now it’s like 95 5 in my comfort in this format. Speaking alone. All right. So what do you need to have in place. You need to have individual donors. If you are strictly grant funded, government funded fee for service funded, then you don’t have any potential for planned giving. You need to have individual people giving from their pockets, and that’s distinguished from people who get you corporate gifts from their employers. That’s different. You need to have people giving from their pockets. Maybe it’s just your board. I hope all your board is giving from their individual pockets. They certainly should be. Lots of guests have made that case over the years, but you know, it’s limited to the extent that you have individual donors. If you have lots of people who give individual gifts, then great that that that is a prerequisite. Also, some longevity. I’d like to see at least five years in an organization, because what are we asking the donors to do, put you in their will or their other long term planned retirement? Said retirement or state plans? Inherent in that is the belief that your organization is gonna outlive them. And even though there’s great passion and even fury, sometimes around new organizations, they’re gonna live forever. Your donors don’t may not have the same confidence. Probably don’t that you do when you’re a brand new organization. So I’d like to see at least five years. That gives some confidence that your organization will survive the the people who make these plan gifts for you some depth to I like to see more than just, ah, founder and one or two people. Same reason. Longevity. You know, you might have small potential again, maybe just your board. If you’re just a founder and one or two people but outsiders, it’s gonna be much harder to persuade outsiders that you will survived them. If it’s a tiny organization, just a few people, that long term view of fund-raising. I explained why before this could be 30 years waiting for cash to come to your organization. So you need to have a long term view of fund-raising. Um, and your board needs needs to understand that building endowment. I hope every knows what endowment isn’t. Just in case. Endowment is that fund that you never spend the principle of you only spend a You may not You only spend income and you may not even spend all the income. You have a very good year in your returns, you know, in eight or 10 or 12% year. Because non-profits air typically conservatively invested, you’re probably not spending that eight or 10%. You’re spending a lot less like half of that because they’re gonna be years when we turned your lower. But that’s the purpose of an endowment is to live perpetually live forever. Hopefully, you’re never spending more than income, and planned giving is perfect for building endowment because so many plan gifts are unrestricted and they could get put into that endowment fund. And even a lot of the restricted ones can go to endowment the creating endowed funds for AA program of yours. Scholarships are popular Ifit’s If it’s some kind of school, college, anything, you know, really a donor cutting dow just about anything programmatically as long as you are willing, your organization is willing to continue that program. So plan giving very good for building endowment. That board support. I mentioned any new initiative. If you’re gonna start planned giving, you need to have the board on board and aware of the long term nature of these kinds of gifts. Six months into this, you don’t want a boardmember complaining we haven’t recognized any cash. You’re spending time, even if you say it’s only five minute marketing. And but where’s the cash? You don’t want that. So set the expectations correctly at the outset. Make sure your board members know again, long term could be 2030 years for some donors until the cash is received by your organization and any type of mission. I really don’t care what you do if you are saving animals, the sky trees, educating, feeding, sheltering. What else can we be doing? You know any of the channel missions? Anything religious, anything. Social service, cultural museums. I work to the norvig freedom. You name it. Anything charitable, It doesn’t matter. Everything I’m gonna cexp explain applies for you. Fund-raising across all charitable missions guaranteed. Um, CJ Frost didn’t answer. Didn’t answer whether he’s running for Congress. All right, maybe he’s not. Oh, not yet. He says not yet. Okay, well, get in there. It’s easy for me to say. Why did you do it, Tony? Martignetti, um, planned giving. So when we are Ah, yes. This is This has come up for me a lot. Um, sexism. I want you to avoid not giving women the attention that they deserve in planned giving. This goes back to January 2011. You go to tony martignetti dot com could see the block post. Just just, um, search sexism. A tony martignetti dot com You’ll see the Post I did and one of the comments. So what? I’m what I’m quoting now from is from a comment, not me. Uh, surprise. According myself, There were women who said that they had dropped hints, left messages, sent emails or boldly said something about a state planning and planned e-giving to non-profits that they had been supporting. This was more than one woman. It was a one comment or talking about friends of hers, and they have been ignored. I don’t know how that could possibly happen. That is gross negligence and oversight. Just don’t don’t ignore women. I mean, they have money and they live longer than men. So a lot of men are giving the money to the women. But even if they didn’t even if they had a shorter lifespan there still, half the population women have wealth and they want to support non-profits. So I don’t know how these hints messages and bold statements could possibly be ignored. Don’t let that happen in your office. It’s gross. All right. We’re moving now to the what types of gifts I’m talking about. The revocable plan. Gift. The three. I want to focus on our charitable bequests. That’s a gift in your will. I got more detail on that living trusts to type of trust that people set up is not charitable purpose. It’s not set up for charitable purposes, but you could be a part of it and being named a beneficiary. Okay, those are the three revocable gifts that we’re focusing on today. There’s a ton more. You could do a cracking again. Take a little sip. Pardon me? A ton more You can do with planned e-giving. But, um, I’m only focusing on three things today, though. These three revocable gifts terror, hickey, Facebook live says Yes, we do, Tony. Yes. Women have money, and they want to give it. Don’t ignore them. All right. So these are the three revocable gifts that I’m focusing on because, you know, it’s only 1/2 an hour now. Now I feel like I don’t give myself enough time, should run the whole show. Maria Semple, you’re out. Cut her out. I’m going out for 60. Um, all right. No, no, Uh, let’s see. And I want you to know that you can have a very, very respectable planned giving program. Just by focusing on these three revocable gifts, your organization may not be big enough to go any further, and that is fine. And you can have a really respectable, successful plan giving program If you just focus on these three types of gifts. Well, you’re already feeling like I’m gonna run out of time. All right? All right. So please take that away. Along with its not only for your wealthy donors. Please take away that you can be a very successful, planned giving shop. Just focusing on these three revocable gif ts. Absolutely. You’re bigger. You want to go further? Absolutely. I worked a lot of organizations. I do but also work with a lot that don’t. All right, this charitable bequests again. It’s a gift in somebody’s will. It’s the most popular kind of planned gift by far. You can expect, like, 75 to 80% of the gifts that you get to be gifts by Will Why is that? Lots of reasons people don’t have to tell you that they’ve done it. It’s private, We always asking. We always want people to tell you because you wanna be able to say thank you, but they don’t have to. They can change their minds. This national statistic is like 4% of people changed their minds after they put a charity in a will, so it’s highly, highly unlikely. But you don’t want to be in that 4%. You gotta treat your donors well, and it’s comforting to donors to know that they can change their minds, because that’s why a lot of donors don’t tell you because they feel, if they do tell you but then have an obligation not to change their minds. We all know that that’s not true. You can change your will any time you want. I cut my wife out routinely every couple days. There’s nothing left for her but U. S. So it’s comforting to your donors to know that they can cut you out, even though it’s highly unlikely. But it’s a reason that’s another reason that gift by will are so popular because it’s comforting to donors to know that no lifetime cost. This is money that comes out of your state. Lots of people have charity. They’re supporting. They wish they could doom or than they can while they’re living. I’m in that situation, but they can do for you. Crack a voice they can do for you, Mme. Or they could do more for you in their state. So that maybe their ultimate gift. It has to be for a lot of people again, remember, Modest, modest means donors of modest means that which they could do more, but they can’t. But that’s an advantage in that there’s no lifetime cost of these. Um okay, that’s really pretty much all I wanna say about requests. Uh oh. Except for do they get a charitable deduction? Doesn’t matter, because these are people who love your love, your non-profit they’re already donating to you. These are the kinds of people were gonna include you in their will. So the charitable deduction, the estate tax deduction, Who knows what the state of it is gonna be in the future? We have no idea. Even within the next couple weeks and months, let alone 2030 years from now But that’s not the primary motivation for most planned gif ts. It’s not that it’s not the state tax deduction, so don’t worry about it. OK, the other one. We won’t talk about his living trusts. As I said, it’s set up. Um, Thio. Not for charitable purposes. They set it up. People set it up for, ah, expedience to get get things out of their estate faster. It works because there’s not a court supervised process like if if, like it is it with a will call that you might have heard this probate process jog in jail. But the probate process is the court supervising the distribution of your assets after your death and by the way, I was death. Let some people like to kind of you from eyes passing demise. The fact is, you know we’re gonna die, and that’s Ah, that’s just a part of plan e-giving. And I’m not saying when you talk to a donor, you’re saying When you die, we want you in our will. We want to be in your will. I’m not saying that, but between professionals, you know we can We can say death. So that’s what probate is that court supervised process, and the assets will get to, ah to, ah, ball beneficiaries quicker through a living trust. And that’s typically white set up. What’s your part in it? The trust has to say what happens at the donors at the death of the person who creates the trust. That’s your donor has to say what happens. Ah, lot goes to my husband, children, husband, wife, children, grandchildren. Your charity can be also one of those beneficiaries at the person’s death. You could be named. That’s what that’s what the value of the living trust is. And the Third World recovering is the name the beneficiary. That’s just, um, I’m gonna stop calling out my voice cracks. That’s the last one. I’m calling out the name beneficiary. Anything that has a death benefit. Think of life insurance. That’s the most common example. You gotta decide where this death buy-in fundez years ago, when when your donors there’s a policy on their life, where’s the money going to go? Most of it goes to husbands, wives, children, grandchildren. But maybe there’s a percentage for your charity. 5%. 10% somebody can carve out. We always say Family comes first. But after that, how about a small percentage for for our charity, but going beyond life insurance? Some retirement plans. IRAs 401 K’s for three B’s cept the small, small employer pensions. Um, some commercial annuities have death benefits. Some checking and savings accounts have on brokerage accounts have have death benefits to them. So anything that has a death benefit, your charity can be named. All right now we’re getting into the actual five minute marketing tips that I have. Let’s start with events drop. A few speaking points into remarks were already hosting. The event is not a plan giving event, but any kind of gala. Any event where you’re speaking, that’s probably everyone. Get them to say something about planned giving. You just need a couple of sentences. This is not even a well, I was gonna say not even a full paragraph. Two sentences could be a paragraph. This is not even a full minute. Literally. I’m excited. We’ve kicked off a campaign to encourage you to remember us. You know the organization in your will. It’s very simple to do and secures our work long into the future. For instance, you know then you can name a program or something that could be that could be endowed. I was talking about earlier, perpetually or you could just, you know, rattle off program that you have. You know, you can support any of our great programs. You want more information? Um, talk to There’s a director development in the corner, you know? You know her, talk to me, talk to whoever it is. That’s it. It’s like 34 sentences. Quick. It’s not the main part of the event by any means. Just we’ve kicked off a campaign. That’s a little news. Hook. Something interesting kicked off this campaign. I would love for you to be a part of it. It’s so simple. You could endow any of our great programs, support any of our great programs in the long term. Please talkto whoever it is. A t end of the program. That’s it. I didn’t even spend a minute. It’s a good thing that I’m gonna run out of time. I should have were simple. You’re out. Um, okay. Five minute marketing was duo more on events. Put your program. You already printing a program. For Pete’s sake, put something about plan giving in the program. Put a little mentioned. You know, I’m the evangelist for playing giving without the religious overtones of evangelism. But, you know, you’re doing the program. Same thing we’ve kicked off a campaign. I’m like, dictating it to you. Just start writing. We kicked off a campaign to encourage you to remember us in your will. It’s so simple to do secures our work long into the future. Your attorney is gonna need our legal name address and Tex, i d. Here they are. Boom. That’s it. Could you put that in your program? I’ll bet you can. Or, you know, if you don’t even wanna go that much, just say we kicked off a program. Talk to whoever it is, whoever the contact person is. Please, I would love to talk to you today. Get something in the program again, Not spending any more money. You’re already producing programs anyway. Kayman sample Ward is on social media contributor and the CEO of INTEND. The non-profit Technology Network Out, huh? In the Prophet Oregon? Yes. Wonderful welcome. Amy Wells. So many. I can’t name them. Uh, not that many more. A couple more. We gotta live. Listen love to. That’s coming later with second segment. Okay. Um okay, that’s it for events again. You’re not spending any more money already producing the program. Say something. You put something in your already speaking, put in a couple of dropping a couple sentences. Oh, my gosh. Um, print channels you doing newsletter or whether it’s print or email putting a sidebar with the same thing we kicked off a campaign. I love to have you participate. It’s so easy. All you need is our to include to include us in your will or you need your legal name. Tex I d and address. Here they are. Boom. Drop that into a sidebar on any whether it’s print or digital your annual report. Whether you do a printer digital, say something about planned giving in it also. Now I know some organizations I know we’re getting away from naming donors. I’ve learned that that’s in their annual report. It was always so cumbersome. You get the misspellings and I got so embarrassing the wrong levels. But if you’re naming them, if you’re naming donors in the annual report, include your plan giving donors any direct mail you might be doing drama buckslip in. You know, that’s a book of your buckslip 2/3 of a page you print three and page drop it in the same thing that I’ve been talking about kicked off a campaign. Love to have you participate. All your attorney needs is our legal name, Tex I d an address. Here they are. Boom. Drop that in. It’s 1/3 of a page. Doesn’t cost any more. Doesn’t increase your postage. Um, while you’re doing that while you’re printing on direct mail printing envelopes on the envelope flap the flap that you got a print the envelopes anyway. Ah, check off box. Send me information on including your organ. The name, of course. In my will, little checkoff. Everybody reads that. Everybody sees the envelope flap so easy. Um, I think I’m gonna wrap it up. Dahna Sam nods. All right, so, uh well, time flies. Holy cow. It’s amazing. Things show is out of control. What a show. Um, okay, that’s five minute marketing for planned giving. And what’s fair game with Maria? Simple is coming up. I’m raving like a lunatic. I gotta take a nap after listening to all this, but in my defense. I plan too much. The host is much better. I am much the host with the president, are much better at, um, planning segments with guests, then planning my own 25 or so 26 minute segment. So that’s the reason for the raving lunacy. So everybody probably just wanted to take a nap or a tranquilizer or something, all right, and we’ll I’ll talk slower from now on. Holy go. But there’s a lot of good info. I mean, what you gonna do? There’s there’s tons of information had to squeeze it in. All right, it happens to be time for another break. What do you know? Cougar Mountain Software koegler Mountain software is simple to use, and the support is phenomenal. With a program like QuickBooks, you don’t have support. If you don’t have support, it’s worth nothing. So says Christine Christiansen. She’s the owner of interesting small business out in Colorado. Production of sheet metal, stainless steel, aluminum. Very interesting. But they don’t worry about keeping the books straight. They can focus on the sheet metal and stainless steel, and they are worried about their books. Just like you want to focus on your mission and not worry about keeping your book straight. Cougar Mountain. They have a free 60 day trial at tony dot m a slash Cougar Mountain. Now it’s time for Tony’s Take two and ah, finger wag about planned e-giving relationships. I just want you to be cautious with ease because as you embark on Oren, build your planned e-giving program, we’re gonna be talking a lot of people in their sixties, seventies, eighties, nineties, maybe even hundreds. And, um, they can, uh, can be a little some. Some can be a little needy, even vulnerable, perhaps. So you just wanna keep your relationships with these folks professional, All right? And I say more about that in my video, I might do a follow up on tips for actually howto latto navigate this. Not just that you should. Not just what, but, uh, maybe this time you know the how of avoiding ah avoiding problems for your non-profit on the video is what to avoid in your plan giving relationships. It’s at tony martignetti dot com, and that is to take two. Let’s do the live love. It’s gotta go out. It’s going out. Thio Braila, California Huntington Park, California Troy New York, Newark, New Jersey Doral, Florida A man were all over Cool. TAMPA, Florida We’ve got multiple Florida, California, New York, New Jersey. Uh, multiple New York, New York. Love to see that. Thank you. Live love out to each of those locations. Um, And going abroad, we got Moscow, Russia. Banjarmasin, Indonesia. Indonesia. Checks in once in a while. Thank you very much. Indonesia. Live labbate to you. Seoul, Korea. Annual haserot comes a ham. Nida soul often listening also Tehran, Iran. You’ve been frequent. Thank you. Tehran for being with us. Jakarta, Indonesia. Also been showing up occasionally. Thank you. Indonesia. Um Madrid. Buenos Tardes, Madrid, Spain Buenos Star Days. Where’s Japan? I don’t see Japan today. I’ll send out konnichi wa. Maybe you’re maybe your master disguised. Maybe. Maybe, uh, maybe Japan is hiding in a zoo appearing a soul. Not that they’re that close, but, uh, probably not. Anyway, konnichiwa and live love out to each of our live listeners. So glad you’re with us. And the podcast pleasantries got to go out to our podcast listeners whenever they squeeze the show in. Maybe it’s into there. They’re, um, their podcast listening day. They’re binge day wherever you squeeze us in car washing, car driving, dishwashing painting. I’ve erred. Thank you. Pleasantries out to our podcast audience the vast majority of our audience there. Pleasantries to you. Now let’s Ah, let’s join up with Maria Simple and, uh, find out what’s fair game. Maria Semple has been patiently waiting. You know her. Aside from a patient waiter, she’s the prospect. Find her. She’s a trainer and speaker on Prospect Research. Her latest book is Magnify Your Business Tips, Tools and Strategies for Growing Your Business or Your non-profit. She’s Our Doi End of dirt. Cheap and free ideas. She’s at the prospect finder dot com and at Maria Simple. And she’s on the phone. Hello, Maria. Hello, Tony. How are you today? I’m doing great. My voice. I said I was gonna do that. Linda. Lifestyle Kowski joined us. Hello, Linda. Um Jackie Like and says hello from Nova. Hel Hello, Jackie. I wish you were coming to the beach. She bagged out on me. Um Okay. Maria. Yeah. It’s good to talk to you. Last time was very brief on the 3 50 That’s right. That’s right. And now we’re plugging ahead to your 4 400 shell, right? That’s correct. It’ll be July 2018. Absolutely. In the meantime, we, uh we want to talk about ethics. And what’s What’s fair game? What? You deal with this every single time. You’re doing an assignment for a client, right? Yeah. Yeah, that’s right, Tony. I mean, you know, when we’re talking about prospect research and we’re thinking about all the various tools that we have available to us as prospect researchers, you know, we have to think about, um, what’s available in the public domain, because that’s the thing that’s going to be really important to keep in mind that a donor has the right to come in at any time and asked to see what information you may have compiled on them. So you want to make sure that that you’re always using sources that are available in the public domain. So where we kind of get into some gray areas are in the area of social media sites? Yes, OK, and I think that’s a very, very good test. Never put anything in your C. R M database that you wouldn’t want a donor to read. I think that’s a good test What do you think? Yeah. Yeah, And I think even even in the way that you’re writing up your reports, try and think about it as an investigative reporter trying not to put subjective statements in there even if they may have been, uh, sort of subjective statements that you might have heard, Uh, you know, through the grapevine from volunteers or board members or whatever about somebody’s the lifestyle or their marital status or whatever it may be, you know, try and just put a statement in there. You know, like whatever the couple divorced and x y Z Day 10. You know, leave it at that. I don’t think anybody would take offense to that very objective. A bunch of people just joined us on Facebook. So I got to tell you that we’re talking about the ethics of plan of of prospect research and what’s appropriate to be documenting and finding about potential donors. And I want to welcome Michael Zeller, attorney, North Carolina. Charlotte just hosted an outstanding 50th birthday party. Oh, my God, Michael, That was outstanding, you know, I know that. You know, I feel that rob maker good to see a rab welcome and dahna Gillespie, dahna Gillespie Rivera. But I know I know yours. Dahna Gillespie. Welcome. Um, Okay, so but there can be great value in the end. What you find in social media, of course. I mean, people put a lot of stuff on social, and their privacy settings are typically, I think, generally not set the way they want them. And but so there can be a lot of prospect research gold in in the networks, right? Yeah, that’s right. So, you know, what I thought we might do is just sort of talk about sort of the top three networks for a couple of minutes, like the linked in Facebook and Twitter, and maybe try and figure out what type of information can we glean? Um, and should we be gleaning it, Should we be using it? You know, even if we were to stumble upon it, that doesn’t necessarily mean that you put it into the c. R. M or we’re into a written report. Yeah, okay. It’s anarchist, but that’s way could do it that way. I, you know, I was thinking of some of the things that that you could find out. I mean, you can find out about divorce, right? You know, I’ve had friends. I’ve had two friends who were posting about suicidal, suicidal thoughts, you know, I don’t know. Probably a lot of people see that. But, I mean, that’s very disturbing, but doesn’t belong in a prospect. Research report, maybe. I don’t know. Um, maybe if you’re looking for that plan Gift. Uh, let’s not go there. Okay? I’m gonna let you off the hook, but let’s go. Let’s go over that skip over that. Um okay. You know, in the words very sensitive stuff. Okay, So you want. All right? You want to start with? It works. All right, let’s start with now to me. Linked in to me. Anything on LinkedIn is fair game in a prospect research report, that is, that is that am I overstating? Am I oversimplifying? Yeah. I think that anything you find on Lincoln, especially since Lincoln has what they call a public profile that is out there. It is searchable on Google. It will come up on page one of Google’s search results. If you if you Google your prospects name, they’re linked in profile is going to be there, So yes, indeed. anything that you find there is going to be a public domain. And this is sometimes very valuable information you’ll be able to find out, You know, their longevity at various companies, maybe some of the companies that they’ve been associated with, um may have been for a long period of time. Maybe they’ve got some stock that they’ve accumulated from within that company. So you might want to think about steering the conversation in the direction of appreciated securities. Okay, Okay, but wait, We want to focus, too, on the ethics. So So basically, LinkedIn is do you consider linked in to be wide open? Yes. Okay. Absolutely. Okay. You’ll see any ethical questions around anything that people might find in linked in. No, not not what they might find. But the ethical question might come in as to how you as the prospect researcher or the executive director or the development staff using linked in how you might have your own privacy setting set up in such a way that, um, you know what other people can see once you’ve looked at their profile? Right. So you have three choices on linked in you either have people know that you’re looking at their profile, your face, your title and where you work right are going to follow you everywhere on linked in that headline and a picture. So that’s full transparency. When you have your privacy settings set up that way, that means they get to see you’ve been looking at them, and you get to see who’s been looking at your profile. But Lincoln has two other privacy settings. One is sort of a semi private where you could be a management consultant in X y Z industry in New York City area. Or you could be anonymous. When you’re in one of those two modes, then people will not know that you’ve been looking at their profile. Okay? And we have covered this before. You know, this is what I consider fully dressed topless and naked. Uh, look, I got a chuckle out of Maria. Simple. She’s probably the only one That’s okay. I amused myself. People should know, you know, if you don’t think I’m funny, I’m amusing myself. That’s the most important. Um, and I forgot to shut out Joan Pell xero. I’m sorry, Joan. I skipped over you. I scrolled up and then I lost you. John Pelzer on Facebook. Thanks for so much for being with us. And also Ralf, Asante and, uh and, uh, Aunt Mary Mary Michalowski joined. Hello, mary-jo. Thanks for joining us on Facebook. I might do this more often. This is cool. Um all right. So ethically linked in safe. Now, let’s go to ethical conundrum where you want to go? Next on Lee Anarchist, I’ll give it to you where it’s like you want to go to the O. What network? Facebook. Okay, Wide open. Okay. Yeah. That’s the network where people are really sharing about their family, their pictures way. No, this So what? What do we do with what do we do if we find something that we believe is compromising like, let’s say, a divorce that that maybe they don’t want the organization to know. But maybe that’s just what that’s just one example, but compromising but valuable to the organization. How do we deal with that again? I think go back to original statement. If it’s going to, um, if it’s going to jeopardize your relationship with that donor or that donor prospect, I think you leave it out of the conversations you leave it out of the C r M u leave it off of written reports. So if you could just sort of have that is your bellweather. I think it will serve you well, okay. And also, you’re your organization might have social media guidelines in place, So check that out first, as as your you you may have certain guidelines that you with an organization have decided upon. So, um, if that is the case, anybody knew that you’re bringing into the organization should be aware of the social media guidelines, both in terms of how they’re going to use social media for are on behalf of the organization. But there may also be, you know, standards of conduct, but they’re expecting of you is an employee’s. So again default back to that statement and default back to your own bellwether your instincts. If it feels like it’s going to jeopardize that relationship, don’t put the info in there. Also, APRA the the Professional Association for Prospect Researchers has a statement on ethics, and we’re gonna talk about that after the break. So if your organization doesn’t have, you know, you might be a small organization without a social media policy as it relates to prospect research. APRA can help you out. We’ll get to that. Okay, I like you’re like you’re like your guidelines. All right. We have just a couple minutes before a break, like a minute and 1/2 a minute. What’s the next network you want to talk about? Was it twitter waken? Talk about Twitter. That one probably won’t take long. You know, Twitter is one of those social media platforms that people might be using, especially these days with regard thio their politics. So whether you and that might be important for you to know about, depending on what type of organization that you are so again, if it’s knowing someone’s politics is important, you know, maybe checking out to see if they’ve got a Twitter feed might be something you want to check out. It seems like you Twitter, you’re less likely to find something compromising. It’s possible, but less likely to find something compromising on it. Okay, let’s take a break when we come back, I got of course, I got live listen, love podcast pleasantries and affiliate affections naturally, but also will get into the APRA ethics ethics statement little about that and we’ll see what else we had. Stay with us. Okay, let’s take our last break. Turn to communications, PR and content for your non-profit. They help you tell your compelling stories and get media attention on those stories and building support for your work, media relations, content, marketing, communications and marketing strategy and branding strategy. You’ll find them at turn hyphen to DOT CEO. We’ve got butt loads more time for what’s fair game? Welcome back. And I feel like starting with the with the shout outs Thio our listeners. I’m gonna start with Facebook, but I don’t because it’s a fairly new formats. Only second time have done a Facebook live. So thank you, everybody on Facebook. I believe I have shattered out everybody who joined us. Thank you for being there. Can I ask you to do Ah, one or two things like it and share it like it and share it? I think we know how to do that. I’d be grateful on Facebook. Thank you very much. Live listener love got to in Germany. Guten tog Multiple. So multiple Germany and, um Seoul, Seoul, South Korea. Always checking in so soul you’ve been on our minds. Obviously a lot on your haserot cancer ham Nida coming back into the U. S. Tampa, Florida, Woodbridge, New Jersey. Matthews, North Carolina and Staten Island and New York, New York. Multiple New York City. Thank you Multiple Manhattan, New York Appreciate that. Staten Island. Thank you for being with us. Love it only to Burrows. I don’t know. Queens, Brooklyn, Bronx. All right, Next time we have had a show way had a couple shows. Where was all five boroughs? And then, of course, the podcast pleasantries over 12,000 listeners. Listen, that’s why you know, I don’t know if you put two and two together. It takes me over seven years to do that. But that’s why we have such loyal sponsors, because there are over 12,000 people listening to the podcast. So you know how grateful I am because it makes the show so much more fulfilling when there are sponsors, you know, helping me out. Basically, I mean, how else can I say it? So thank you for listening. You are attracting the sponsors to the show, and and I do mean attracting the ones I announced it on the 3/50. Coming up wet nurse e p. A’s Um, that’s the only definite one that I said There may be another one and there may, uh, still talking them, but they’re coming to me, so thank you. That’s over 12,000 podcast listeners each week pleasantries to you and the affiliate affections to our AM and FM station listeners through out the country. I’m not sure where you are, but what am I think I know exactly where you are. And I even know when each station puts me in their schedule us. I prefer the US puts us in their schedule someone our block during the week. And I’m glad that on on your station it could be Saturday morning. Might be Tuesday night. Whatever. Affiliated affections to our AM and FM listeners Thank you for being with us, thanks to your stations for carrying non-profit Radio multi-channel Amy’s have award will love that were multi-channel We’ve been for years and now we got a new channel. I’ve discovered Facebook only took me seven years cutting edge cutting edge. Uh what Pioneer? Yeah, right. Um okay, so, Maria simple. Thank you for being patient again. So patient Prospect Researcher Thank you. Um, a lot of gabbing today. I’m off on tangents. All right. I feel like a Facebook buy-in here. I don’t know. Um, no, you’re not giving yourself enough credit. You’ve been on Facebook for a long time. It’s just that you’ve not been using that brand spanking new life live. Yeah, I’m not sure. It’s quite brand spanking new, but thank you. Thank you for you. That’s the point. Thank you for driving home that point and character. Chicken Master just joined Karen. Welcome on Facebook. Good to see you. Thanks for being here. Okay, so we’re talking about the ethics of prospect research. Oh, my God. There’s tons more. How come they don’t show up on my phone? Because why? They’re in a group. That shit. Oh, my God. There’s hundreds. Well, dozens more scores, more than dozens scores more. Okay, I don’t think I should do all those, but thank you if you’re on Facebook. And I did not shout you out from from Beth Granger toe Harriet Steinberg to Melinda Roth Epstein to Eric Mendelssohn. Thank you for being with us. Thank you so much. Thank you. Okay. So I’m Maria. Um All right, So where do we go from here? Let’s talk about the APRA s o appa Appa a pr A. It started out as the American Prospect Research Association. Then it became the Association of Professional Researchers for advancement. Now it’s just apra So they’ve done to me. That’s an abandonment of roots. They’re just apurate apurate where Apple doesn’t mean anything to me. Ready after all along they’ve been after all along I know it’s nufer different things that I object to this rewrite of history like next it’s gonna be we’re gonna be taking down statues of George Washington and Thomas Jefferson. I was around, I was around when they made that shift and this is the reason for it. They used to be just the American Prospect Research Association, But now association really envelopes people from all parts of the world, so they wanted to be able to, you know, have that reflective of their their membership base. So now it’s the association’s professional researchers. It’s like AARP. They don’t want to be the Association of retired American Association of Retired Persons anymore. They haven’t been for years. It’s a history rewrite. I don’t mind change, but when it benefits me, but it never does. That’s why the world is to change without my consent. I don’t grasp. All right, let’s talk about their code of ethics anyway. So they have this ethical code, and it does relate to social media specifically. So Right. So one thing I see is a balance for trying to balance Thean vivid Jewel’s right to privacy with the needs of the institution. Did I like doing that? Yes, you did. Actually, it is very, very important that that that balance is kept for sure. Okay, Yes. So drilling down on that, What about friends they talk about? Should you be a friend to potential donors, people you’re researching? That’s a no No, right? Uh, yes. In terms of the ethics statement that Apple put forth that that is correct. They would really recommend that you do not friend were really enter into a personal relationship with prospects or donors. Now, Lincoln could be, you know, a completely different platform. Right? Because now we’re talking about a business social platform. Okay. All right. Um um all right, so but, friend, what about this? Seems like middle ground. What about following somebody on Twitter? if you’re a prospect researcher. Yeah. I mean, I think that that would be okay to be a follower on on on Twitter because, you know, they’re again Twitter feeds are very public. And so, you know, I don’t think there’d be any issue there. Okay, But you need to disclose who you are. That’s also in the statement. In these guidelines, you need to disclose that you’re a prospect researcher for the organization. Do you need to say that? Well, you know, sometimes people will individually have ah, personal Twitter account. So that’s the only the only twitter account that you’re following people from them. Then you know that is it? Yeah. So I think you have to start looking at your staff and determining which staff members are on Twitter. Our Is it the organization that’s going to be a follower of that individual on Twitter and again, two very different to two very different things. Okay, Okay. What about corroboration? If you find something on a social network, is there an obligation as a prospect researcher to corroborate it from from another source, or like, almost like a journalist or or no. Yeah, if you can Absolutely again is personal versus business information that’s going to probably make a difference in terms of what you’re going to try and source in terms of corroboration. But if you are thinking about having somebody make a major gift to your organization and you stumble across something on social media, that gives you an indication that this might not be the right time to make that. Because you might have seen something going on on somebody’s personal Facebook feed, you might just double check with you, Noah boardmember that knows them well or something like that. And just ask, you know, if they know anything about the timing is still a good time to talk to that individual. Okay, Marie Simple. We gotta leave it there. You’ll find the apparatus. Social Media Ethics statement at APRA home dot or GE after home dot org’s Maria Semple. Thank you so much for having me My pleasure. Absolutely. You’ll find her at the Prospect Finder, and she’s at Maria Simple. You should be following her on Twitter if you’re not, uh, it’s your life. Next week we have Amy Sample Ward returning to talk about in real life community building. If you missed any part of today’s show, I’d be seat you find it on tony martignetti dot com Responsive by Wagner c. P A is guiding you beyond the numbers. Wagner cps dot com By koegler Mountain Software Denali fundez. They’re complete accounting solution made for non-profits tony dot m a slash Cougar Mountain for a free 60 day trial and by turned to communications, PR and content for non-profits, your story is their mission. Turn hyphen to dot CEO. Our creative producers Claire Meyerhoff Sam Liebowitz is the line producer. Shows Social Media is by Susan Chavez. Mark Silverman is our Web guy, and this music is by Scott Stein be with me next week for non-profit radio. Big non-profit Ideas for the other 95% Go out and be great. You’re listening to the Talking Alternate network. Thank you. You’re listening to the Talking Alternative Network. Are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, I’m nor in Sumpter potentially ater. Tune in every Tuesday at 9 to 10 p.m. Eastern time And listen for new ideas on my show Beyond potential Live life Your way on talk radio dot n Y C. I’m the aptly named host of Tony martignetti non-profit radio. Big non-profit ideas for the other 95% fund-raising board relations, social media. My guests and I cover everything that small and midsize shops struggle with. If you have big dreams and a small budget, you have a home at Tony martignetti non-profit Radio. Friday’s 1 to 2 Eastern at talking alternative dot com. 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 Are you a conscious co creator? Are you on a quest to raise your vibration and your consciousness? Sam Liebowitz, your conscious consultant and on my show, that conscious consultant, our awakening humanity. We will touch upon all these topics and more. Listen, live at our new time on Thursdays at 12 noon Eastern time. That’s the conscious consultant. Our Awakening Humanity. Thursday’s 12 noon on talk radio dot You’re listening to Talking Alternative Network at www dot talking alternative dot com now broadcasting 24 hours a day. Do you love, or are you intrigued about New York City and its neighborhoods? I’m Jeff Goodman, host of Rediscovering New York Weekly showed that showcases New York’s history, and it’s extraordinary neighborhoods. Every Tuesday live at 7 p.m. We focus on a particular neighborhood and explore its history. It’s vibe. It’s field and its energy tune and live every Tuesday at 7 p.m. On talk radio dahna, you’re listening to the Talking Alternative Network.
There’s a risk as you talk to seniors about planned gift fundraising. Steer clear to avoid problems for your nonprofit.
Get your board involved in your Planned Giving program. They can make their own gifts and help you secure other donors. Your board members also have fiduciary and legal oversight responsibilities.
A recent client success reminds me that these non-charitable trusts can be valuable for your charity’s Planned Giving program.