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Nonprofit Radio for October 28, 2024: Your Strategic Partnerships

 

Mark Lillis: Your Strategic Partnerships

Local nonprofits, companies, government officials and agencies, business leaders, and others can improve your outcomes in ways you cannot imagine. Taking the time to build relationships with potential partners—before you need them—makes a smart investment in your mission and programs. Mark Lillis from Leaven Kids shares his experience and wisdom around savvy partnerships.

 

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Welcome to Tony Martignetti Nonprofit Radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the pod father of your favorite abdominal podcast. Oh, I’m glad you’re with us. I’d be thrown into a cor if you wounded me with the idea that you missed this week’s show. Here’s our associate producer, Kate with what’s up this week? Hey, Tony, I’m on it. Your strategic partnerships, local nonprofits, companies, government officials and agencies, business leaders and others can improve your outcomes in ways you cannot imagine taking the time to build relationships with potential partners before you need them. Makes a smart investment in your mission and programs. Mark Liis from loving kids shares his experience and wisdom around savvy partnerships on Tony Ste Two Tales from the gym. A MRS blood and soil update were sponsored by donor box, outdated donation forms blocking your supporters, generosity, donor box, fast, flexible and friendly fundraising forms for your nonprofit donor box.org. Here is your strategic partnerships. It’s a pleasure to welcome Mark Lillis to the show. He is the executive director of the le providing after school and summer tutoring for Children living in underdeveloped communities in Fairfield, California and beyond California. We’ll talk about that. The Levin’s achievements are extraordinary and much of that is attributed to the partnerships Mark has developed. That’s what we’re here to talk about. 11 is at 11 kids.org. And you’ll find Mark Lillis on linkedin Mark. Welcome to nonprofit radio. Hey, thanks Tony. Thanks for inviting me, pleasure to be here on the show with all your great loyal listeners. Uh We do have a lot and uh they’re anxious to learn about partnerships, partnerships. Um What, what, what first brought this to your, to your fore? Like maybe you had been doing it for a long time. But what, what did you see as you know, the value uh coming coming from strategic partnerships, whether local state, maybe even broader, where, where, where’s the value here? What brought this to your attention? Yeah, I think where I, where I really saw this is I was an aide to the mayor and city council in Santa Barbara. Uh When I graduated from college, I had the opportunity to be the uh assistant to the mayor and city council in the city of Santa Barbara. And I really saw um AAA community that got together, came together and that had strong local partnerships and I saw what they were able to do and I saw how they were able to do it. And so that kind of training or that kind of, I guess instance of seeing that come forth and come to light. Uh it really paid off in how I approached uh the job that I’m in right now as CEO of loving kids and being a part of a community based uh organization, a nonprofit um that uh that serves out into the communities and into the neighborhoods. Uh And I will just say that there’s a, another gentleman mayor, Harry, the former mayor Harry T Price who just really, um he was the mayor of the city of Fairfield. And I’ll tell you, he just emboldened this idea and he once told me, he said, you know, Mark, never ever, ever underestimate the power of a thank you note and not just one that’s kind of generated from a, you know, from an A I but one in which you handwrite, you never underestimate that and make sure you think often and make sure that you think. Uh Well, and so, um so those things just kind of understanding, getting out into community, being out and being, being seen leading by example, if you can’t see it, you can’t, if you can’t see it, you can’t be an example of it. So, um so being out in the community and just really enjoying the communities in which we serve. It’s, it’s really, it’s really a lot of fun. You struck right to my heart with uh it, it sounds like the, the, the man the, the former mayor of Fairfield was a mentor of sorts to you and you struck right to my heart with handwrit notes. They, they are so rare and therefore so appreciated. They, they do stand out that, you know, put yourself away from word. It doesn’t have to be lengthy, right. A little card, a card or a half a page. You can be genuine, sincere heartfelt and that you took the time to handwrite something. It, it, it stands out. It, it absolutely, I, I couldn’t agree more with, uh, with that gentleman. Yeah, absolutely. No, I send, I send hundreds a month, um, and it’s just something that, uh, yeah, I love it. They are worth the time. People are grateful. And do you get, do you get some handwrit notes back? Um, I guess, you know what, I, I get emails back saying, hey, I got your handwrit note. Thank you so very much. I understand my work is in Planned Giving. So I work with a lot of folks in their seventies, eighties, nineties. And, uh, when I write handwrit notes, it’s not uncommon, not every time, but it’s not uncommon to get handwrit note back because that’s what those folks grew up with. They grew up in handwriting. So they do their cursive, you know, which I learned, we don’t even teach in schools, you know, they, they, so, uh, that, that’s why I, I get, I get a fair amount of handwrit notes back. But yeah, I, I, so we’re in a rabbit hole on handwrit notes. But for the, for the record I do listen notes, I love them. You do get some. Yeah. All right. And you, you know, so, you know how it feels to get them. Um, I spent a little time in San Barbara because I was, uh, for four months I was stationed at Vandenberg Air Force Base. Yeah, I was learning the missile business. Uh, I ended up doing it at Whiteman Air Force Base. This, we’re talking about the 19, late 19 eighties. Uh I end up stationed in Whiteman Air Force Base in Missouri. But you learn the Minuteman weapons system at uh at Vandenberg. So we would take occasional weekends to uh to Santa Barbara, beautiful uh waterfront, really lovely town. Incredible. It really is a very tight knit, very close knit community. It’s, uh, it’s a, it’s kind of a big town but it has a small town feel, that’s for sure. Oh, excellent. All right. Well, that and so partnerships, partnerships become that much easier when, if it has a small town feel. Um So in your work, whether as uh uh assist you were, you were assistant to the, to the city council. Is that right? I was, yeah, I was, I was an assistant to the uh to the mayor of city council. Um Primarily the, the, the vice mayor is where I spent a lot of time with the former vice mayor, Rusty Fairley. Uh Just a, a fantastic individual baseball coach. Um, I always find that, uh, that the coaches have a certain way about them. So, yeah. Um, just, just really learned a lot under his tutelage coaches. Absolutely. Do they understand teamwork? And we’re, we’re here talking about partnerships. Another word for partnership is teamwork. Just build your team, whether it’s a team of nine or 12 or it’s a team of dozens, uh, in the partner in the community and beyond. So, what are we, what are we looking for? I mean, II, I would think part of what we’re looking for is like we’re, we’re, we’re short or we, what we don’t do what we don’t do. Well, you know, we wanna maybe partner with folks who do are essential to our work are essential to those we’re helping, but we don’t do it also all that well and they do. But that’s just me. Uh, you know, you’re the expert here. What, what are we looking for in potential partners? Yeah. Well, I think what you’re looking for is you’re, you’re looking for, you know, sort of do an assessment a bit of where your strengths are, where your weaknesses are and then be able to, you know, um, uh sh shore up your weaknesses by bringing other people in uh that are fantastic uh partners and do it really well. For example, during COVID, we knew that we had to go to an online uh learning platform, um where we, we do after school tutoring and mentoring. And we didn’t understand the online business very well, quite honestly. But I will tell you that the scientists at Genentech, they really understood it, they understood Zoom, they understood code, they understood developing um that kind of platform. So they developed our entire, you know, online uh platform for us with zoom and with other types of of medians that really helped us to be able to serve Children in the midst of the pandemic. So, yeah, you gotta look at kind of where your weaknesses are and then how you’re going to be able to, to uh to, to shore it up. So it’s, it’s really knowing yourself or assessing yourself. Um But it’s also kind of getting out of your own getting from behind the desk. There’s a, there’s a lot of, there’s sometimes there’s so much to do, I’ll, I’ll just say as an, as an administrator of a nonprofit, the CEO executive director, um there’s a lot that can tie you down in doing things at the desk and so you got to be able to move outside the desk and go think about your organization, think about yourself. Um And then be able to go out into the community and in integrate with those folks who, who, who, who are gonna be stronger than you are. And um and you know, I remember 11 particular CEO saying, hey, I can go about a project uh by myself and go really slow or I can do it with others and move lightning fast and it’s so true. So, yeah, that’s, um, it’s kind of kind of it in a nutshell and, and it, so it sounds, uh, consistent with what we should be doing as individuals, you know, some, some introspection, some assessment, you know. What, what do I know very well? Uh, let me focus on that. What do I not know? So, well, let me hire somebody partner with somebody, bring somebody in uh who, who, who does that, who, who, who, who does that better fills, fills the gaps that I have. But being honest with yourself. And also, and, and you know, as you’re suggesting at the organizational level, being honest, you know, we just don’t, we’re, we’re, we’re just not the best at online online platform. Not only, not the best, sounds like you didn’t, you never had to do it because kids were coming, 11 kids were coming to you, right? They were coming to you in your after school program. So we don’t know anything about this, you know, but just honest, I think honest introspection on the individual level as well as the organizational. Absolutely. That’s, and, and we, and quite honestly, we couldn’t afford it. I mean, we, it, it, those are, those are pricey, pricey services. So, you know, being able to hire somebody who does coding, it’s costly. So we saved ourselves not only time, but also resources and money. And I think we, we stewarded um those resources very, very well by partnering with somebody like Gentech. Now, you’re fortunate, Gentech has a big presence in, in our, in our area. Fairfield area, the area. So let, let’s drill down. How do you make the approach? Now, the gen and tech, let’s assume they didn’t know about 11 kids. How do you, how do you make that, what, what’s the first phone call like? Or what’s the first? Maybe it’s not a phone call but what’s the first uh outreach like? What does it say? How do you do it? Yeah. Well, I think it’s that it’s a, it’s a mindset. So it’s getting from behind the desk, it’s understanding that, hey, you know, it’s tough to lead an organization from behind the desk. So you have to go out into the community. So we go to a lot of chamber events, we go to a lot of, you know, ribbon cuttings, we go to a lot of um businesses that open. Um And so rotary when we see and so you end up seeing a lot of business people and community leaders at these kinds of functions and then it’s um and then it’s doing something that is very important to do and that’s working in a room. Um which, which, you know, I know it, it, it, it, it’s an art. I will just say this. I saw, yeah, I saw the late I saw again, one of the, one of our, our fantastic uh government officials, the late um mayor Miller from the city of Santa Barbara, that woman could work a room like no other. And I saw how she did it. She went through, she, she didn’t spend a lot of time with one person. She just kind of worked through the room and then she sat at the rear door or when everybody left and she made sure that she, she shook everybody’s hand as they took off. Um I mean, it was just brilliant, but you gotta be able to do that. So in those kinds of work, the room and having those conversations, you’re going to hear things, you’re going to meet people. Um, people are going to say, hey, you know what I do coding or I set up zoom systems or, um, you know, hey, we know we’re, you’re going, we’re in a pandemic. So somebody give us a call and say, hey, we know, we know we’re in a pandemic and what are you guys doing? Um, well, we’re trying to set up a online uh program and process for our students and they’ll say, hey, how can we help? So it’s, it’s developing that relationship beforehand. I guess my, one of my points are is that if you wait until you’re really in a problem, um, maybe you’ve waited too long. So you wanna set that work up ahead of time, you want to set the foundation up ahead of time, you wanna be able to be known in the community, you want to be able to have a good reputation, um, because that’s, and you want to be able to do what you say you’re going to do and do it really, really well. And so when you’re known for that, um, you’ll, you’ll just kind of have these things, not, they’re not magically open, the doors don’t magically open, but a lot of doors do open when you take the time and you invest the time to make those kinds of relationships. Absolutely. Relationships. It’s, it’s identical to fundraising. You know, you don’t, you don’t come to people only when it’s end of year. And, you know, you’re, you’re trying to make your, you’re trying to make your fundraising numbers for the, for the fourth quarter. Now you keep relationships open before you need someone’s help and maybe you never will. I in, in terms of the community, not, not in terms of fundraising, but in terms of the community, you know, you, but you, you don’t go into a relationship, uh looking at what you can get out of it from the outset. You just look at relationships as, as, as valuable uh humane civil, right? This is how we conduct ourselves. We’re, we’re social beings have relationships and then you never know what might come from them. So, yeah, so, so you see value in like it sounds like local chamber membership Chamber of Commerce, you mentioned rotary. You have, you have memberships in those. Well, we, we have memberships in, you know, we’re in, we’re in, in nine different cities. So we don’t have memberships in every, in every city, but we have it in our, where our hub is where our headquarters are. Um And then we make sure that we show up that we attend, you know, um 90% of life is just showing up. So we make sure we show up. Um when we get invited, we show up if we get invited to speak at one of those uh one of those venues, we make sure that we show up and, and speak um that we have a presentation that it’s a presentation. I, I, I’ll tell you, uh you’ll maybe appreciate this, Tony. So the first time we entered into the city of Valeo, um we were invited to the Rotary group. Wait a minute, what’s the name of the city, city of Vallejo, Vallejo, California, Valeo. Yeah, sorry. Vallejo, California. So, uh we were invited to come to the Rotary group. And, um and, and so I was, I was sort of new at kind of doing this whole executive director CEO thing. So I go in with our presentation with our powerpoint and uh and the president of Rotary kind of pulls me aside and he says, hey, we’re gonna know if this is good within about the first two minutes. And I said, I said, I said, what do you mean the first two minutes? No pressure, no pressure. Yeah. Yeah, we know this is, this is kind of like one of my first ones that I’ve done like this. And, uh, and I said, what do you mean by the first two minutes? He goes, yeah, he goes because if, if you’re tanking, he goes, people will just start talking and you won’t ever get the room back. And I went, right. So, yeah, so um so my point being have a good presentation, make it memorable. In that particular case, we actually did make it very memorable and we uh we, we, we had a, we had a great response but make it memorable. No, people were giving up their time and give them something that uh that they could feel really, really good about. So, yeah, we go and make, make presentations uh to these organizations uh quite frequently and then we, and then we just go before, sometimes before the city councils or before um our local government bodies and we just give them updates of how we’re doing and what we’re up to. So, um so those, those types of engagements are really important. It’s time for a break. Imagine a fundraising partner that not only helps you raise more money, but also supports you in retaining your donors, a partner that helps you raise funds, both online and on location. So you can grow your impact faster. That’s donor box, a comprehensive suite of tools, services and resources that gives fundraisers, just like you a custom solution to tackle your unique challenges, helping you achieve the growth and sustainability your organization needs, helping you help others visit Donor box.org to learn more. Now, back to your strategic partnerships. So we’ve talked about uh like sort of corporate potential partnerships. Um So now you’re mentioning go and, and, and civic organizations like rotary sounds like Rotary can be a tough uh tough audience. They give you two minutes to make a, make a break. Otherwise we’re gonna start talking to the person next to me. So you’re, who’s the guy on the, who’s the guy with the mic? Cut him off? Could be? All right. All right. Rotary is a tough one. All right. But uh civic, civic organizations um government. So, you know, you’re not just looking like for government grants, I mean, you may be doing that but it’s, it’s not a transactional again, relationship, it’s not transactional where I come in for a city grant every, every year or 18 months or something. You know, let’s renew you, you have relationships with local government officials. Not surprising because you were, once you saw the value, talk more about local government. Yeah, local government, it’s important, you know, to understand that there is a process that occurs within local government and to really respect that particular process. If you’re meeting with, you could be meeting with. Well, you need to know first who you’re meeting with um within the the city. So if I’m at an event, for example, and I see the director of public works or I see the police chief, I know who they are and hopefully they know who I am. Um if they don’t, then you need to make sure that you have and I hate the word but people use the elevator pitch. Yeah, I don’t, I don’t use the elevator pitch. This is what I use. So we won the Chick Fil a national award twice and I went back to Atlanta. Uh and I was speaking to some of their, their marketing folks and they said, start off with your, why, why you got involved with whatever you’re doing? It’s far more interesting than just kind of going through the mundane elevator pitch of telling people what you do, how many people you serve so forth and so on. So I always start off with the, why, why we started? And so I’ll tell them kind of the, the why we started this organization. Um What inspired us, uh what got people motivated ar around it and then, um and then you’ll, you’ll, you’ll understand kind of, hey, is this person a uh uh a department head, is this person the city manager or am I potentially speaking to one of the council members? Uh one of the city council members or to the mayor and and you have to also understand that these folks have got a lot, I mean, it’s a, these are big cities that we serve in. So there’s hundreds of thousands of people that are involved in these organizations and in these cities. And so there’s a lot that’s on their mind and you gotta sort of make it punchy and quick and then hopefully memorable and then leave them with something if and then ask them, hey, is there any particular way that we can further serve you? Is there any particular way that we can help? Um Is there anything that we’re doing that we could do more of? So we always come from a perspective of, hey, we, we love to serve our communities. We don’t want to be a burden upon them. Uh You know, we don’t want to just come and ask for money, but we want to know how we can help solve some of their headache and some of their problems. So we ask that question and typically we get a, yeah, you know, have you thought about this or this organization is doing that? Have you thought about partnering with them? So it’s just uh it’s just really insightful when you have those types, when you come with that type of mindset and that type of heart. And you, you ask, hey, you know, how is it that we can further help serve into this community? Now, be careful about what they might say, because you gotta be prepared, you gotta be prepared, you gotta be prepared for something that might be a heavy lift or you gotta be prepared for something that might not be a heavy lift more than definitely not. But uh and then follow up, you know, make sure that you do some follow up. Make sure if they say, hey, we’d like to have you think about a partnership with this particular organization or to serve in this particular area of the community, then follow up and then get back to them and let them know, hey, you know what I contacted this person or we’re looking at doing XY and Z. So, again, not transactional relationship, you know, how can I help you? How can I help you? You know, how can we help the community? And it’s a hard of what it’s, it’s what the nonprofit sector, why they’re so important because that’s what we can do. Um is that we can go out and provide great help for a community and for residents and, and members. So, yeah, 11 kids is not only in California now, right? Texas also. We are, yeah, we’re, yeah, we um so we started off in Fairfield, California, which is in Solano County. And uh we started with one learning center and our, you know, kind of our, our promise to that community was, hey, we are going to do what we say we’re gonna do and we’re gonna do it really well. And if, if we just had one that would be fantastic. Um, but if we had many, then that would be great as well. Just wanna be able to have the resources to do it. Well, good news traveled fast. And after we opened up our first one, it was sold out. And so we were asked to do another one and now we have 20 in California and then we started one in San Antonio, Texas. And, and I’ll just say, so we brought uh General Marianne Miller who was a four star general um was also the Commander of Air Mobility Command and she joined our board as a, as a vice president. And one of the things just absolutely understands relationships. And so we met in San Antonio, Texas for three years with different leaders, organizations, civic leaders uh before we even opened up one of our learning centers. And that was just so important to do, to try to understand the community, try to understand what its needs were, try to understand, you know, what people were talking about. Um And then trying to get a really good flavor of San Antonio. So we did that for three years and um we found out a whole bunch of information and I would just say that, hey, before anybody goes to start a project, make sure that you really understand. Don’t just take, we just didn’t want to take something from California and plant it into Texas. So we really wanted to be able to understand and then we created an advisory committee, a strategic advisory committee in that community so that they could really have and grow up with some great roots from San Antonio. How did you choose San Antonio, Texas from uh from the Fairfield, California area? Yeah, that’s a good question. So there was some similarities to uh to Fairfield. Fairfield was home to Travis Air Force Base, which is the largest air mobility command base. Uh I think in the, in the nation, uh maybe the world. And so we have a lot of military connection and San Antonio is really a retirement community for military. So, uh and it is also the home to Lackland Air Force Base, which is sort of the gateway of where most Air Force uh members go in which to uh to, to be trained in them to serve. So it just had a lot of similarity. And then when we met with the mayor of the city of San Antonio, uh Mayor Nuremberg, uh he said, hey, you know what, we could really use this in our communities. And so we just knew there was a, there was a, there was a red carpet and an open door and if there wasn’t, that would have been fine, we don’t want to go to a place where there’s already typical or similar services. So, but uh but he said, hey, we, we don’t have really anything like this. This is unique and we want to have more. It’s time for Tony’s take two. Thank you, Kate. We’re back to the gym. Tales from the gym, uh, for a week because I have a, uh, Mrs Blood and soil update. I hope you’ll remember her. She was, uh, she was our original Tale from the gym that remember my very first class. She fought over her turf that I was, I put my stuff down near her space and she didn’t like that. Uh uh I want you to know, you know, you’d be reassured to know that Mrs Blood and Soil is still in her exact same space back behind me. Third row, third row, second from the end on the right side as uh from my perspective, facing the front of the room, she’s always back there, always routinely and, and I would say, and other people are not like that way. Uh She’s, she’s probably the only one who is just always in that special spot of hers. That’s, you know, so aptly named uh Mrs Blood and Soil. So we had some complaints from Mrs Blood and Soil. This week, the, the gymnasium floor is gonna be redone at the community center. Now, we don’t have our class in the gymnasium. We have in a fitness center, fitness fitness room. Um, you’re just open with good wood flooring, but the gymnasium flooring thing is gonna move classes into our space And so, so the schedule is gonna be uh changed around for like six weeks in November and this was announced and some of these classes are gonna be shorter 45 minutes instead of an hour, you know, to accommodate more classes in this, in this one space because we’re losing the gym space. Uh Mrs Blood and soil doesn’t like this. Why do the classes have to be only 45 minutes? So, you know, and we’re having this conversation while we’re doing, uh you know, while we’re, while we’re exercising. So while we’re doing steps and we’re running in place and uh you know, it’s hard to describe all the, you know, but you can imagine all the aerobic stuff that we’re doing so with weights and sometimes not weights and the planks and et cetera. So while, you know, while the instructor is, while this woman is running the class, Mrs Blood and soil, how come only 45 minutes I paid in advance for all the classes. There’s supposed to be an hour. Oh my God, Mrs Blood and soil to give it up. You know, we’re redoing the gym. Try to try to understand we got to accommodate some other classes in our space here. So, uh so Mrs Blood and soil still in place and uh very upset. Very ranting. Oh, and the class time may change too. Oh, it may have to be, it may have to be an 815 or an 830 class instead of 8 a.m. Oh, it’s gonna throw off for a whole day. She was like, no, I can’t. I like, uh, I was like, what’s the difference? A half hour? So I didn’t want to get into a skirmish with MRS blood and soil because I would certainly lose. She’s, uh, she’s heavily armed and, and, uh, battle hardened. This is blood and soil. All right. Whew, next week, uh, we’ll be, uh, back to, uh, tales from the plane. I got some nice, uh, good stories from the plane and that is Tony’s take two Kate. He sounds like such the character. She’s a, she’s a piece of work. You know, she’s, uh, she’s firm in her opinions, uh, and in her location, say that she’s a, she’s a firm person. So I have something to tell you. This is a few weeks ago. You talked about how people should reach out to their old buddies, old friends, maybe old schoolmates and, you know, reconnect because it’s important to just have people to surround yourself with and not be lonely. Right. You remember that? Yeah, because I was planning a trip, uh, which I just did, uh, earlier this month I was planning a trip to multiple states to see old air force friends. Yes. And I was encouraging you to, to my friend. So I did it. I reached out to the, um, we’ve known each other since elementary school. Um, but then we lost contact after I moved to New York. So now that I’m back at home, I saw she’s a hairdresser now and she posts a lot of hairdressing videos online and she’s like, hey, I work here if anyone wants like their hair cut colored, you know, and I was like, oh my God, this would be a great, you know, segment to get myself in there and be like, hey, so I obviously dammed her and I was like, hey, I would love to get my hair done by you and maybe catch up. So that’s what we did. Outstanding. Did you have it? You already had it. You, you met her? Yeah. So it was just a consultation but the whole entire time we were just going over what we like, she moved out, you know, she’s out at her own apartment, she has a cat now, she’s doing great and it’s all these things like you could never figure out just by like, you know, scrolling through Instagram. Of course not. You can’t, of course not you, you can’t, you can’t be, be acquainted with the depth of someone’s life through freaking social media. Of course not. All right. So how, how did it feel while you were with her? How did it feel? Honestly, it felt like the same exact person who like I got to know in elementary school, but she was just now more mature, more graceful and she had this air of confidence, which is really cool to see. Um, because that’s something that you gain through maturity and we’re like 21 years old. So you’re 21 you, you, you’re too young to have old friends, but this is how you get to have old friends when you’re 51 and 61 more than twice where you are now by keeping in touch with people. So, congratulations. I admire that. You reached out next time. You can reach out to somebody when you don’t see them. And uh and some social post, you just think about somebody and you say, you know, I haven’t talked to him or her for a long time and we were really close. I think I’m gonna, I gotta send a text, I got their phone number or I’m gonna try to find them maybe through another friend or something. So, yes, but congratulations. I’m glad I admire that you reached out to an old friend because that’s how you keep friends through the decades, which is a joy and that’s what, that’s what I had originally been talking about. So. Good for you. Very good. Well, we’ve got book who loads more time. Here’s the rest of your strategic partnerships with Mark Lillis listening, you know, especially listening to is there a need but listening to the community creating the community advisory board, which I’m sure was made up of local people, right? They’re your community advi yeah, to date myself from the air Force, uh air mobility command when I was in was called, I think it was called military Airlift command. Ma I, I believe I was not in, I was in the strategic Air command sack, but it was Mac. And then there was t a, it was a tactical air command. I think that was the fighters. But yeah, that’s, uh, we’re going back 40 years. Thankfully, things have advanced. Were you, were you on active duty? Were you in the Air force? I was not. No, I was not. No, I, um, I actually had an opportunity to. Well, Fairfield is my hometown, so I’ve known of Travis Air Force Base ever since. Uh, I was born and, uh, my dad was in the military, um, really appreciated his service and, um, and then I had an opportunity to watch the Thunderbirds. Uh, one year the gate at Travis Air Force Base and my dad absolutely loved to watch the Thunderbirds. He like, really liked any, any, any aircraft. Um, he, he wanted to be a pilot but he couldn’t because of his, of his eyes. But, um, but so I watched the Thunderbirds from behind the gate and then the next year mayor Price nominated me to be the hometown hero for the Thunderbirds. And I actually got to fly with the Thunderbirds. So, uh, you were flying while you were flying, while they, while they were performing, I flew the day before they, they have a so flew with the Thunderbirds for, uh, for three minutes. It was incredible. I did a, I did a 9.59 0.2 G turn and I’ll tell you one thing, it, it’ll remove your hair and then put it back again. Did, did everything stay in your stomach? Ok. Yes, it did. You get to fly with the Thunderbirds? Wow. That’s, that’s fantastic. It was, it was incredible. It was incredible. And then I went off to be an honorary commander with Travis Air Force Base and a civic leader for Air Mobility Command. And uh now I proudly serve as a golden bear at Travis Air Force. So have really been able on the civic side, be able to see the fantastic mission of our airmen and how they, you know, provide the blanket of protection for us each and every day and night. It’s just incredible. So, um yeah, it’s been a, been a, been a great partnership. So with Air Mobility Command, you must have a lot of big planes flying around C seventeens, right. The big, the big cargo, the big cargo planes that can fit 20 whatever, 20 tanks or whatever, you know. Right. Isn’t this, I think isn’t the C 17? Is that our largest cargo? You’re a golden bear. Well, first of all, what is a golden bear? What does that mean? I, I was five years in an, on an air force base. I didn’t, I didn’t know any Golden Bears, I got you. Yeah. So golden golden Bears particular to Travis Air Force Base and basically specific leaders that uh that really interact uh with the, the base and also with the community. So it’s so it’s, it’s an offset but it’s really in relation to the, I believe the C 14 one that used to be the Golden Bear. Um So that’s, that’s kind of, that’s kind of what it’s named after. But the biggest one, the biggest uh uh aircraft out at Travis’s C five. and then the uh the C 17 and then they just got the KC 46 which was the tanker. Um the new tanker just came in. So I remember the KC, I remember the KC 130 fives. So the C so the C five is bigger than the C 17. 0, ok. I had that back. I had it wrong. OK. The C five is our largest um uh Yeah, mobility command because the biggest, those are enormous. I mean, they’re like tunnels. They just, they’re incredible, they’re incredible. They, they, they, they, they move satellites, I mean tanks, you name it. Yeah, it’s, yeah, but this, but to your point, Tony, this is, this is kind of what you get to learn and have a, when you do this really, really well um is that it takes you off into spirals into all different areas of a community. And so, you know, I was, you asked the question. Have you ever been in the military? No, I never had been, uh, had an opportunity to serve but I do in this role, um, indirectly by, uh, by being a civic leader and it’s only because of getting out and having a real heart for community partnerships, I guess, to tie it all around. Yeah, you’re spot on. And you said you’re an honorary commander, I mean, commander of Travis is probably, what, two or three star general? It’s a colonel. Oh, it’s a colonel. Oh, really? Oh, I thought it would be a general. Ok. Well, you’re an honorary, like you’re an honorary honorary colonel. I hope that comes with a pension. I hope you get a nice, nice Air Force pension when you retire as a, from your Golden Bear position. All right. I completely volunteer and I appreciate being able to serve. Yeah, of course. I, I admire it. Congratulations. Um, all right, let’s talk about II, I feel like we, we, we’ve covered, you know, sort of who are the potential partners, how to approach, um, how to, how to keep these relationships going, these partnerships, you know, uh, the, they are relationships, uh, they’re just, you know, they’re strategic. Although again, you don’t go into a relationship looking for what you can get out of it. But, but how do we nurture these, uh, what’s your advice around that? Keeping these going strong? Yeah, it’s, it’s so important to do. I mean, you do need to nurture it. You do need to understand that it’s not transactional, just like what you mentioned. Um You have to understand that, hey, it’s as much as what you can give as much as what you can also glean and learn. So, um so I would say continue to, to just make those um introductions and continue to be out into community. I think if you’re, if you’re bored is having to tell you to do it, you have sort of lost the, you sort of lost the mantra. Um You wanna be able to, to be out there in front of, you want to be able to be out there nurturing the relationships, you wanna be out there um having your organization and particularly your name known um amongst the community. And then you wanna be able to, you know, I would say not call, you know, every month, but at least every quarter to be able to, to give an update, a short update, not any, not anything really long but a short update of how it’s going, uh what’s happening. Uh What are some new things you’re thinking about? And then, um and then again, that part of, hey, is there anything we can do? That’s more? Um So I would just, uh I would just say continue to um to be out into the community, continue to make phone calls. And um and then again, just taking it from Mayor Harry Price don’t ever for get the power of that handwrit note, just send a note to somebody um or send or if you can’t, if you don’t have time to send a note, send a text saying, hey, you know what, I was sure thinking about you today. Um and just wanted to uh to let you know that hey, we at loving kids um are thinking and praying for you um and just something very, very quick, but lets people know that they’re being thought about and they do come to your mind. I mean, when you hear about their story, when you hear about what they’re doing, when you understand, hey, the pressures that they have in leadership um and in serving particularly our mayors and our, and our, and our community leaders, you just go, wow, you know, I want to be able to lighten their load as much as you possibly can. So, yeah, I’d say continue just to keep up that uh that, that cycle. And um and that’s how you kind of nurture it along. Um Be careful if you s oh just one other point, just be careful if you, if you say no to something and you will possibly have to say no to something, but be careful that uh that you give some explanation and that you’re thoughtful in how you decline. Um or that you try to find a surrogate of some kind that you try to find somebody else like either somebody else on the team, a board member or whatever it might be because if you end up saying no, too many times, um, then you kind of won’t be invited to. People are gonna stop and do it again to do it very much. Yeah. What about for a corporate partnership? Like a gen and tech, you know, uh How do you, how do you keep that strategic partnership strong, strong. Um So we have a lot of them thankfully. So we have not only Genentech but Kaiser Permanente, um Jelly Belly Candy Company, um QTS. Um You know, we, we have, we have several of these and, and again, it’s, it’s, it’s making sure, you know, if you receive funds from any of those organizations, uh I’m amazed at how often in the sector that we miss deadlines like grant reports and things of that nature don’t do that, don’t miss those important deadlines because somebody is having to talk about you to their boss or bosses. So make sure that you, you just again, do your due diligence. Um But then also be able to talk about the impact that you’re making and not anything really big and not anything that sounds like you’re pounding your chest, but just want just, just let them know, hey, you know what um we, we’re in Xy and Z community and um and we found this, this child who really needed help. Um And this is how we help them or send them a video, we oftentimes text videos because we do a lot of videos. So we’ll text a testimonial from a child, something of that nature that really helps, that helps them to understand more of the story. But I think more importantly how they’re able to enter into the story. Um and really be the hero because that’s what we, that’s what they are. Um You know, they, they fund the work, uh They help us, they inspire us. Uh We learn a lot, um, you know, with Chick Fil a for example, we go back every year and we learn as a nonprofit, you know, different things that they use in business that can really help us in the nonprofit world. So, um so yeah, so nurture those relationships, understand that their time is valuable for sure. Maybe they won’t respond back right away and that’s fine or maybe they won’t respond back at all but keep on doing it. Um Keep on, keep on doing that. I’d say, you know, every, every quarter. Um just kind of continue and just make sure, make sure, make sure you fill out the grant reports if you have one, if you get funding. Yeah, it’s, it’s so important. What about when there are problems, you know, every, every partnership, every relationship has ups and downs, you know, that you might have done something incorrect or come up a little short or just, there’s something that neither party anticipated, you know, whatever the, whatever the, whatever the difficulty in the relationship might be, how do you, how do you overcome that be, be honest and, and still, you know, maintain the, the strong partnership? Yeah. Well, I think it’s, I think it’s important to, to understand that. Yeah. You know, there are going to be, there are going to be problems. Um, I think you have a good plan and a good strategy for how you’re going to overcome those problems before it, before it happens. Um But uh but then just be able to be open, be able to be um authentic and transparent, uh be able to say, hey, if, if it was, if it was on our side, uh be able to, to take um some type of ownership and then um and then find out what type of clear communication you need to have in which to, to uh to solve and, and be a better partner. Usually, I, I appreciate when there’s those kinds of challenges because it really helps us to be a stronger and a better partner uh with any organization. So, um so those are, those are kind of some things that, that I think through, I always, I always try to have a strategy and a plan for how do we overcome any challenges that may come up and kind of think through from our rolodex of what those challenges have been in the past so that we can have a way to, um, to push through them and, uh, create a stronger partnership and a, um, and a better tomorrow based on everything you’re saying, Mark, I’m sure that trust is important in these, in all these relationships, establishing trust. Can you, can you flush that out a bit? Yeah, I think it’s, it’s, it’s very early on, uh, we received a grant from Kaiser Permanente and, um, we were at a point that in our, in our, in our organization where um where we were very, very young, we’re just applying for grants and Cynthia Verret who was the community benefit officer. Um called me up and uh and she ii I, I’ll just kind of say what she actually said and then I’ll, I’ll paraphrase of what I think was going through her mind. So I think what’s going through her mind was saying, hey, you know what? You guys are young funks, what are you guys doing? Uh You have, you, you know, you’re too young to be doing this. You don’t have the sustainability, you don’t have, you know, much of a plan. You got one, you got one successful project under your belt. So I’m gonna take a risk kid. Um And uh and that is that I’m going to uh I’m gonna, we’re gonna give you this grant, but I’m gonna ask you to do two things and this is the part that she actually said, I’m gonna ask you to do what you say you’re gonna do and do it very, very well. And so, you know, that became our corporate promise that when we go into a community, we’re gonna do what we say we’re gonna do. We’re gonna show up each and every day. Uh We’re going to provide after school tutoring and mentoring uh to Children. Um We do it through kindergarten through, through fifth grade and then we’re going to excel, we’re going to do it really, really well to the best of our ability. And um and that piece is so important because um the opposite of that sometimes occurs. So we have, you know, sometimes services that are sporadic um or for whatever reason and then, you know, it gets out into the community that hey, you know, these guys are really kind of doing this sort of halfway or whatever. Um But we really wanted to make sure that we had a, a strong commitment and a strong process um operationally that we can fulfill the promises that we were making to the organizations that funded us and gave the reputation. But then also to uh to the community in which we are serving. Very important. Yeah, and trust, trust is everything. Yeah, that’s the only thing that, you know, that’s very, very difficult to gain back. Um And it’s the, the piece that you can give away very easy. It’s easy to lose. It takes, it takes time, it takes time to gain it, you, you could lose it in a, in a couple of hours. Yeah. Absolutely. Absolutely. Yeah. And so when you see it sliding, I say, get in front of it rather than behind it. Um, so if you sense that, hey, somebody has lost their trust in, uh, in, in you or the organization for whatever reason, try to get in front of it rather than responding behind it. So, um, you have to, that’s the part of kind of knowing, um, and be able to get out from behind the desk, do an assessment and really have a clear mind. Um, and then, uh, own what you need to own and, um, and then, uh, strengthen yourselves and be ready for the, for the next day tomorrow. Hey, let’s talk. I think, I think we’ve got, we’ve got an issue between us. I mean, let’s let me come over, let’s talk, you know, face to face, right is the best way. Uh, even if you got to fly somewhere, you know, if the relationship is important, uh, it’s, it’s worth, it’s worth taking the time to, to be there in person. Yeah. And I’ll just also add, sometimes it’s not repairable. So if that’s the case, then don’t impress it, uh, don’t, don’t push somebody to repair something that they’re not ready to repair. And so, you know, be patient, um, like, for instance, if they won’t take the meeting, if they, if they won’t talk to me you’re right. We have issues but I don’t, I don’t, I don’t see we have a basis to, to have a conversation. There you go. That’s a hard one. That’s a hard one. That’s a hard to hear. That’s a hard, it’s hard to hear but you know what you have to, you have to, you have to own and go ok and then you can’t push somebody to reconcile. Um you have to, you have to then go. Alright, this is what I’m coming, I’m comfortable with with hey, yeah, we’re gonna take some ownership here the other the uh you know conflict is always a two way street. Um but then you just have to kind of let it sit and often times what I find is that it comes around and and then you go oh and then you look at it later on with the person and they go well it wasn’t really that big of a of a deal. It was more me than the. Yeah and so yes, reconciliation has to be mutual has to be mutual. It can’t be one person chasing it can’t be can’t be as much as we want to, as much as we want to make it as much as we want, as much as we oftentimes we’re we’re we’re big people, pleasers in this business but you know what, you have to be able to sit with some conflict and just go. All right. Well, I’ll, I’ll learn from it and um and then we’ll, we’ll, we’ll reconcile this if not now. Uh We’ll wait for a delayed response and, and do it later. Yeah. What’s that Chick Fil? A award that you, you said you won two years in a row? What is that about? Eat more chicken? So, yeah, so we were um so we were, we were nominated by one of the two of the operators. One in uh in Fairfield, another one in Ontario down in Southern California where we have a center and uh we were nominated for their true inspiration award. And um the first time we didn’t win the um the award. But um but we were patient and we applied again and then the second time we won it in the owner’s uh the owner’s name, um the founder’s name, uh Truitt Kathy. And it was so incredible um to and such an honor to win an award in the name of a, of a man who basically took serving people and created something that was just an incredible franchise. Um But uh Truitt just had such a, such a fantastic heart for people um for understanding how to serve um serve people out of a, out of a, out of a small um restaurant. And um and then kind of grew it to a mall location and then uh from there, it became the Chick Fil a story. So uh we won it, we’re one of the few organizations that’s won that twice. So we won but, uh, uh, once and then we won it, uh, again, uh, two years ago, so huge honor. Um, and, uh, really appreciate, uh, Chick Fil A for recognizing, uh, the work that we’re doing and the excellence and then being able to learn, uh, from their great successes. Congratulations. And especially for being a second time, second time winner. Yeah. Yeah. Yeah, it was really, really unique. Um, but we’re, we’re, we’re grateful to win it. Chick Fil A has those brilliant billboards on the side of the highway with the cows. The cows eat more chicken chikin. Yeah, I don’t eat a lot of, I don’t eat a lot of fast food, but I do, I do, uh chuckle at their, their billboards, cows, sometimes the cows are stacked on top of this one cow and another cows. I don’t know, shoulders or whatever they, you know, and, and he’s got a piece of chalk in his mouth or something. He’s eat more chicken. Yeah, it’s brilliant. I know. It’s just simple and smart and funny. Yeah. Yeah. Yeah, absolutely. Um, let’s talk about uh celebrating successes. So we talked about, you know, there might be some downside, there will be any, any relationship, we call it a partnership or not. It’s gonna have downsides. But the, uh the success is the achievements, you know, how do you, how do you recognize those? Make sure all the, all the stakeholders that are involved, feel ownership for the, for the achievement and it doesn’t even have to be a big achievement, I’m imagining. Right. Yeah, just, you know, recognizing, giving high fives, uh recognizing with the team, hey, when things really come together, uh and just uh being able to, uh to, to celebrate that we spend quite a bit of time, you know, talking as an organization and really understanding where those successes are. Um and then be able to, to have that with our board, be able to have it with our uh staff, being able to have it with uh with other key partners. So if we like when we won the Chick Fil A award, we let them know that, hey, we won this award. Um You don’t wanna surprise a, a really strong partner. So we always try to keep them out in front of the news that we have. So if we’re opening, like we’re gonna be opening up a second center in Santa Neil, we’ll let our key partners know that we’re opening up that center because we don’t want to have them hear it in the news and go huh? I had no idea what was going on. Um So, so, so um so we want them to be able to uh to hear it from us first. Um And particularly from uh from the, from the leadership. So we make sure that we uh that we, we celebrate in those ways to let them know that, hey, you know what we’re, we’re thinking about this idea or this idea that we’ve been thinking about for several years has now come to fruition. Um and be able to really kind of give them some uh some news and be able to celebrate directly or indirectly with them. You mentioned celebrating internally too, right? Achievements. And again, they don’t have to be big, right? It’s, it’s monumental. Just, you know, we’ve, we’ve surpassed something. We, we’ve done something that we were out to do and we did it and we did it very well. Yes, absolutely. And then, and, and document those things. We have, you know, not just in an annual report but, but document them in a, in A I, you know, I, I journal a lot so I document them because let me tell you the times are gonna get hard and uh you can go back and look at those successes. It really helps you when you come across some trouble water. Um So, you know, it reminds you about, you know, the, the times in which you, you came across something and, and you were successful. And um you know, in our particular case with being a faith based organization, you know, God really helped us here or whatever it might, whatever it might be. But um you know, celebrate and understand and document and scribe those successes that’s so important. What else do you want listeners to know? Mark that, that I haven’t asked you about, we haven’t talked about yet in terms of the, the, anything about these, these strategic partnerships. Yeah. Um, well, I think we hit upon a lot. I would, I would just say that, you know, to reiterate to the listeners, hey, you know, make sure that you, that you’re, it’s, you, I just want to recognize to them and I’ve listened to AAA lot of podcasts. I listened a bit to yours as well and they’ve been so informative but, but go and, and, and I know you spend a lot of time um in the day to day stuff and everything in this business feels like an emergency. It really does because you’re dealing with people’s lives and to, to the folks that we serve, it is an emergency to them. Um So we always end up, you know, feeling like there’s a fire somewhere. Um But really take time to move yourself away and really be able to, to look and do a, a fair assessment of your organization, do a fair assessment of yourself, of where your strengths and where your weaknesses are and then be able to move outside the desk, move outside the office and really meet people, meet people in the communities. Um just uh just be, be interested um be interesting and, um, and then have, have fun. Um It’s a lot of fun. I, I love it. I mean, I mean, it, that’s great. So have fun, have fun doing it. Um, and you’ll, you’ll learn something new, um, guaranteed, uh, you’ll learn something about your organization. Uh, you’ll, somebody will come up and go, hey, golly, you know, you’ll be like, I’ll be wearing a lo kids shirt and, uh, somebody that’s over at the parts store will go, hey, you know what, my, my son went through that program and let me tell you a little bit about the great experience he had and I’ll go no way. Your, your son did. Wow. And I’ll find out more about what he, what he does and he’s the manager of the parts store. Um Hey, why did your son like that? And so you’ll hear a lot more about your organization than just what you’ll get off some data sheets. So, yeah, so, um, have fun at it. It’s, it’s a great adventure. I’ll never forget mayor, uh Harry T Price going whenever we had an adventure to go on to. He said, you know what? Mark we’re up for a new adventure. And so, uh, so he would, he would, he would, he would grab the saddle when we go. Um, but, uh, yeah, um, go out, have a great time. You’ll never, you’ll never guess who you’ll meet. I mean, I have met some incredible, incredible individuals. Um And, uh, so you’ll, you’ll never ever, it’ll always surprise you. Um, everyone from, not only just the chick fil A but Doctor Phil we met, um you know, we’ve met people just along the way that have been so inspiring. Um And uh and so, yeah, go out and do it. You’ll have a great time, Mark Lillis, executive director of the 11. You’ll find them at 11 kids.org. You can connect with Mark on linkedin. Mark. Thank you so much for sharing this wisdom. It’s valuable. Thank you, Tony. Thank you. Great interview. Sure, appreciate you, appreciate your listeners and what you’re doing. It’s, it’s, it’s monumental for the, for the sector. Thank you. Next week, Veronica La Finna with your one page strategic plan enough with her with the Veronica La Finna already. I’m getting tired. How many weeks have we promised Veronica La Finna? Uh uh This time, you know, she got sick. We were supposed to record earlier this week. She got sick uh and lost her voice partially. That’s the, that’s the second guy Russell James. He had lost his voice too. We were supposed to, we promised him and he lost his. I don’t know there’s something going around anyway. She swears we’re gonna do it next week and she’ll be on, she’ll be on enough already if you missed any part of this week’s show, I beseech you. I’m, I’m exasperated now. I beseech you find it at Tony martignetti.com were sponsored by donor box, outdated donation forms blocking your supporters, generosity, donor box, fast, flexible and friendly fundraising forms for your nonprofit donor. Box.org our creative producer is Claire Meyerhoff. I’m your associate producer, Kate Martinetti. The show’s social media is by Susan Chavez. Mark Silverman is our web guide and this music is by Scott Stein. Thank you for that affirmation. Scotty be with us next week for nonprofit radio. Big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for October 21, 2024: How We Got Here

 

Robert PennaHow We Got Here

It’s the story of the unpredictable trajectory that led to today’s U.S. nonprofit sector. How did we come to be what we are? The history is told by Dr. Robert Penna, author of the book, “Braided Threads.” (This originally aired August 3, 2018.)

 

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Welcome to Tony Martignetti nonprofit radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the pod father of your favorite abdominal podcast. It’s good to be back home. My studio mic should sound much better than the previous couple of weeks. Oh, I’m glad you’re with us. I’d come down with ichthyosis if you dried me out with the idea that you missed this week’s show. Here’s our associate producer, Kate with the highlights. Hey, Tony, we have how we got here. It’s the story of the unpredictable trajectory that led to today’s us nonprofit sector. How did we come to be what we are? The history is told by Doctor Robert Penna, author of the book Raided Threads. This originally aired August 3rd 2018 on Tony’s Stake two tails from the plane. The overhead bins we’re sponsored by donor box, outdated donation forms, blocking your supporters, generosity, donor box, fast, flexible and friendly fundraising forms for your nonprofit donor box.org. Here is how we got here. I’m very glad to welcome uh Doctor Robert M. Penna Bob back to the studio. Um He’s the author of the new book Braided Threads a historical overview of the American nonprofit sector. He served for five years as a consultant to Charity Navigator and also as an Outcomes consultant to the World Scout Bureau. Indeed, his last book was the Nonprofit Outcomes Toolbox, which we talked about on this very show. He’s presented before non profit organizations and associations across the US. And in Canada, Poland, Kenya, Saudi Arabia and Australia Bob is a native of the Bronx, New York and he still sounds like it. Even though he lives in Wilmington, North Carolina, you’ll find him in his book at Braided threads.com. Welcome back, Bob Penna. Thank you very much for having a little closer having. Thank you very much for having me. My pleasure. Thank you for coming to the studio. Um This uh braided threads uh overview, overview. Um I think that I think you make the point. There’s just not enough of an appreciation among those of us in the nonprofit sector. It’s, it’s not where we, where we came from, where we came from. Well, I, I think a lack of knowledge about the sector is probably throughout the population, but for those of us that work in it, um Most people know stop to think about where it all come from and uh like so much else around us. Uh We Americans are notorious for a lack of a historical sense generally. Uh We just kind of accept that, uh you know, OK, that mall was built for my convenience right before I was born, forgetting about what was there before being a farmer got in those, what the same thing with the sector. Um, people just accept it for what it is today and even though they don’t know, the real size or the real dramatic, uh, you know, economic impact and, um, I thought that that story ought to be told. It actually started, uh, uh, as a, what I thought it was gonna be a chapter in another work and it got as big as a book. And it was to me, a fascinating, fascinating story. What’s the thread that you think is most important resiliency through the history of resiliency? In other words, it is changed. The reason it’s called braided threads is because it is not uh one unbroken series of events uh that uh took place in sequential honor and all in one line for the history and, and the strength I thought both of the of the sector, there are all these different things that were happening that when they were woven together gave us what we have today. Uh So that’s where the, the title came from. But if you had to pick one thing, I think it’s a story of resiliency. It’s, it’s a story of uh before it was a formal sector such as it is today. It still was a movement. It was a, it was a things that people were doing and it ricocheted off of reacted to but also impacted events for over 200 years. You’re, you’re clear to point out that it’s not a history of nonprofits. No, it’s how the nonprofit sector evolved because of discrete events in history. Well, that’s why it’s called an overview. In other words, I, I didn’t start out with day one and then try to give chronologically month by month, year by year, whatever, what I did was I looked at what I thought were the most impactful things that uh uh happened during or to the history of the sector. And those are the things I wrote about. Now. Um I’m not sure if we’re gonna go strictly chronological. We, we made the book isn’t actually strictly chronological. There are places where I have to double back. Um Now, when you were on last time we talked about uh Queen Elizabeth, Queen Elizabeth the first. But I know Martin Luther uh piques your interest. I thought he’s pre by about 60 by about 60 years. I, I particularly thought it was interesting because if you look at the sector today, it is largely secular uh humanist. Um not that there aren’t religious or religiously affiliated organizations in it, but it is not a religious sector. I mean, generally speaking, not that there aren’t religious or uh organizations and affiliations, but it is a very humanistic secular. In some cases, you might say liberal, I don’t know uh uh movement and yet its roots were distinctly religious. So how did that break happen? Why did that break happen? Where did, and personally, I trace it back to Martin Luther and the reformation. So you are because up until then, uh I mean, again, and this is not to be uh uh focused on just one, you know, ethnicity or religious tradition. This is certainly not to leave anybody else out. But the truth of the matter is that Europe was Catholic ever since, you know, Constantine made it the Catholicism of Christianity, the official uh uh religion of the Empire in 330 Ad Europe was Catholic and then comes along Martin Luther and he initiates along with a few other people, the reformation. And his biggest point was that unlike where the Catholic church said it was faith and good works that got you into heaven, Martin Luther was Sola fide faith alone. He split them and he said you can do all the good works you want, they’re not gonna get you into heaven. Faith is and he divided it at that point. And that crack, that infinitesimal airline crack got wider and wider and wider and wider people began to realize over time, maybe they never even articulated it, but it became a sense that there were certain things you do because they’re right, not because it’s an extra two points to get into heaven. This tradition had not existed theretofore and that’s why I peg one of the 1st, 1st steps towards what we have today and particularly in the United States with Martin Luther. And now uh so, and then Queen Elizabeth, Queen Elizabeth was important. Now, if listeners want to go back, you can go back to uh the June 2016 show. We talked for about a half an hour. Not all about Queen Elizabeth, but we talked a fair amount about her more than we’re going through today. But you can go to uh Tony martignetti.com, Search Bob’s last name Penna Pe Nn A and that June 2016 show last time he was on uh we, we’ll appear to you very quickly. Um Queen Elizabeth, Queen Elizabeth in 1601 issued something that was called a uh statute of charitable Uses. And what she did was um and this not to say this had never happened before, but she codified the idea that things that were of civic and civil benefit could be appropriate targets of charitable givings. What’s things founding of funding of schools, the funding of scholars, the building of bridges, the building of causeways, the ransoming of prisoners. All of these things were in this list. So what was she doing there? She was a further secularizing charity, but b she was putting into the charitable pot things that theretofore had not been considered charity, charity, but charity was always personal to help the poor. Now she’s moving far away from help the poor bridges, bridges and ransoming hostages or also uh putting together a sort of a charitable pot for the dowry for poor maidens, ok? Um There were things that today you might call either social engineering or what, what not. But the point is it was no longer the idea that charity always was, always had to be about helping the poor. So first Martin Luther breaks off the idea of these good deeds to having nothing to do with getting you into heaven. And then she comes along 60 years later and says on top of that charitable activity, things that are good for the community and not necessarily what was thought of as personal charity. Putting the uh the coin in the beggar’s hand beyond Martin Luther uh religion, the, the evolution of religion has been tremendous, particularly in the United States. We’re probably gonna hit religion a bunch of times. But give us an overview of why, why you say tremendous. Well, I would say two reasons first off because of the impact of puritans. Um I if you wouldn’t mind me mentioning another author, Colin Woodard’s book American Nations, he makes the, what’s his name? Colin Woodard American Nations. He’s in your, in the introduction. And he makes the point that uh they were founding cultures here in the United States and one of these founding cultures he calls yanked basically the Puritan culture. And uh the thing of it is that, that had a tremendous impact because their world view, they were the only ones coming here amongst the settlers, amongst the French, the Spanish, the Swedes, everyone else who came here who came with this idea of creating a better society. We’ve all heard that term. The city on the hill, John Winthrop in their Mayflower compact was writing this down and was saying that amongst the things we’re going to do is every person has to be responsible for every other person built into the DNA of that colony. And what it became eventually in terms of, one of the, I would say dominant cultures of the United States was this concept that we have a responsibility, a civic, civil un responsibility for helping each other. We’re gonna come back to Winthrop. 01 of the New England Puritans, right? It’s time for a break. Imagine a fundraising partner that not only helps you raise more money but also supports you in retaining your donors, a partner that helps you raise funds both online and on location. So you can grow your impact faster. That’s Donor box, a comprehensive suite of tools, services and resources that gives fundraisers just like you a custom solution to tackle your unique challenges, helping you achieve the growth and sustainability, your organization needs, helping you help others visit donor box.org to learn more. Now, back to how we got here. So let’s jump ahead. You know, we may come back like I said, we may not stick chronological, but you mentioned Winthrop, uh New England Puritan the New England Puritans were different than, in terms of their, their uh concept of charity than the Southern. It was also ok. The pioneer was also, it had a lot to do with was the, the, the way they set their society up if you think of the South. Um The first off there was the Tidewater South, the uh Maryland, Virginia, uh uh Northern North Carolina, that was one society. But then there was what we came to know for better or ill as the South. Eventually the confederacy et cetera that all started in South Carolina. It was a plantation. Both of these were actually plantation societies and these plantations were largely self sufficient. So, amongst the things they didn’t do, they didn’t worry about having a public school because the rich took care of their own Children. They had tutors or perhaps they sent the Children away someplace, but they didn’t worry about public schools and the poor didn’t matter. They need education, neither white nor black, it didn’t matter. So all of the things that we take now as thinking of they are earmarks of society. They’re earmarks of civilization. They didn’t exist down there. Conversely, the first things you did in New England was you? Where’s the Village Green? The church is gonna be at one end, the congregational, of course, uh the, the school is gonna be at the other end. Everybody supported it through their taxes. So right there you had a division. This then later was reflected in terms of things like the pieces of civil society that you and I would consider to be uh a charitable efforts. They didn’t exist in the South since religion is a thread that you, it’s very important the congregationalists. And in that time they were the, they were the, they were the state religion in Massachusetts. Oh, just in Massachusets? Mass in Massachusetts, Rhode Island, Connecticut. As you went for the South, it became the Anglicans. In fact, the Anglicans were a minority in, in Massachusetts. And what, what became of the p you don’t, you don’t see a pilgrim church or a Puritan church anymore. They became the congregationalists which were supported by taxes. So, I mean a complete uh you know, this is obviously uh all pre revolution, pre pre constitution. But in that, in that day, we had state religions in, in every, every colony, some of the northern state, every colony not know, including eventually, you know, as things got more settled down south, the Anglican, the Anglican, the church of England was the state church. So for example, uh in uh uh Virginia had to deinstitutionalize the Anglican church. So taxes wouldn’t go to it anymore. But it did have this thread Tony of uh o of how religion impacted it. It goes through this whole story because uh when the ministers no longer were part of the government, so to speak, they had to find a new role, you had other sects that came along. After the second great awakening amongst them, the Baptists, the Methodists, they were incredibly influential because they had, they didn’t have all the formal theology that others had. It was that’s why you would hear a Baptist preacher referred to as Brother Parsons or something because they weren’t ordained ministers in many cases. And because of that lack of formality, number one, um they could, uh they didn’t need a church necessarily, they could preach under a tree. But secondly, they also had a much more accessible kind of idea uh the way they approached it. And a lot of what we see today came from specifically the Baptist evangelicals and the Methodists, like what, like what some of these traditions that, well, for example, the 1st, 1st nationwide survived the first nationwide uh uh charities if you wanna call it were Bible and tract associations. And they were all run by, funded by and pushed by these Southern uh evangelicals, Methodists and Baptists. And that became like the first nationwide charities, the precursors of all the big ones, you know, today, they were the first ones who were like coast to coast. What else? Is there another tradition that uh you can, you can, I think, I think another tradition I would, I would connect is uh uh the activism of uh many, many uh groups. So for example, going back to the abolition of slavery, which of course started of all places in Boston. Boston was the home of the abolitionist movement and a lot of the people up there were religiously affiliated. But it is also true that during Reconstruction and what a lot of the quote, charitable work that was done down there amongst the freedmen, amongst the freed slaves, et cetera was done by Northern Methodists and Northern Baptists. So this, this threat, this involvement, but they weren’t doing it necessarily uh for the, for the same reasons that going back to, you know, the 14 hundreds, the, the Catholic slash Christians were giving money to the poor that was trying to buy their way into heaven. It was slowly completely different. This was, this was a uh uh a contribution to society. Exactly. It was, it was like a secular, the nation beyond. It was a secular act being done by people who, who belong to uh a, a particular denomination. In this case, it’s interesting to see the, the degree of do get think back, you know, go back to the anti-war movement during the sixties. How many of those people marching? They were protestant ministers, many of them, many of them were Methodists and they were Baptist. This strain never went away. What was uh I’m jumping way ahead now. We’ll come back to the constitution and separation of church and state. But uh um ancient uh Greek uh Greece, Rome, Egypt. What was, what, what was the conception of charity that well, Egypt does it vary by Empire or generally speaking? I mean, even in Egypt, there are, there are higher hieroglyphics that have been found and uh have been translated that roughly say that uh you know your place in the afterlife and dependent upon how you treated pe people in this life. So you might say there was that kind of strain of charity in Greece and Rome, charity was much more uh what um Queen Elizabeth did. In other words, the idea was particularly in Rome, if you want to get ahead and you want to be noticed. So let’s say you’re in the army and you want to move into politics, you were high up in the army, you would spend stuff, you would spend money on things that the public could enjoy. Like you would build a public bath or perhaps you would pay for a temple to Athena or some small thing of this nature. But the idea was that charity in those days did the poor didn’t count, the poor didn’t exist on anybody’s radar screen. You had a totally different perspective of human nature, human value and it was for your own. It was for your own, good, for your own good, your own career, career, career development. But the whole idea you could just, I could spend 400 bucks to go to a conference. Uh Then I would have had to build a temple to Athena or you could today you could make a big donation to a hospital and then put a plaque on the wall with your name. This is Tony Martignetti Wink. I’d rather build a temple. But um ok, that’s interesting. All right. Thank you. So, so let’s go. All right. So now we have uh uh our constitution, our bill of Rights, uh its first amendment. Um obviously religion. No, no state religion and, and separation of church and state. So how did these factor into these factored in three different ways? Number one part of those, those, the first amendment is the right of assembly, um which the British kept an eye on uh when they were, when they were in charge. Well, now you could uh formally have, you could have group meetings, you could organize, you didn’t have to worry about perhaps the king’s soldiers would come and say break this up while you six people was gathering here. One of the things that people did was they formed organizations de Tocqueville um wrote back in 1830 something when he wrote his famous, uh his famous review of Ame of America based upon his tour that Americans were already organizing for virtually everything. You name the thought, music, culture of politics, something that they thought would be done. And Americans were organizing. He has a, he has a comment that says, uh where in England you will find a uh uh uh a, a person of great wealth or prominence heading up an effort or where in France you will find the government doing that in America. You virtually always find it being done by a citizen’s organization. Interesting. So this could have been a De Tocqueville was here in like the early 20 you know, the 1st 20 years or so of American independence. I mean, I believe he wrote Democracy in America somewhere around 1834. Um, and these were already his reflections. Uh by 1820 the New England area already had over 2000 of these citizen voluntary organizations. They were the precursors of today’s nonprofits. Yeah. And how were they structured? W what do we know about? Their, their organization was structured like they were structured, sort of as, uh, you know, an association. They had uh bylaws, they had officers. What they didn’t have was either illegal corporate identity. Nor did they have, uh, any sort of fiscal power because the laws that created what we call today, a corporation didn’t exist back then. Uh All right. So we’re in the, like, early to mid 18 hundreds. Are they, are they doing their own independent fundraising? Yes, they were doing well. They were doing, they were doing, we would, they would, they would call a subscription, they would call it a subscription. I put out a, a subscription subscription request and it was today’s fundraising but that they called it a subscription. But the key things in those days were threefold. Number one, they weren’t incorporated So they didn’t have a legal standing identity such as people don’t like about citizens united, that whole idea that it didn’t exist. Secondly, they did not have any, uh, uh, separate fiscal ability to buy, to sell to, they, they didn’t. And the third thing was that the officers or whoever was there, the officers were the identity. So if Mrs Smith or Jones quit and, or died very often the operation would fall apart because there was no way to keep it going. It was very, very crucial for them to eventually get this right to uh to uh uh incorporate. And one of the most key points about this was that they eventually incorporated under the state laws, the laws of their home states now who then control them, did the state legislature because it charted them or allow them to incorporate, control them or were they independent? And there was a crucial, a crucial court case involving Dartmouth University, whereby the courts found that even if public money went to these entities, and even if in fact, these public entities, these entities were incorporated under state law, legis couldn’t touch, the legislature, could not give the money, but the legislature could not tell them. In this case, specifically Dartmouth University. What to do that independence was crucial because it allowed these organizations to in many, many, many cases precede government in various uh efforts, whether it was uh schools for the Children of Freed uh former slaves. Whether it was schools for uh today you’d call it, you know, handicap the deaf, the blind. Uh it, they would very often create certain they would call them asylums. Today. You might call them orphanages for Children. There was one in New York City that was specifically for the shall we say, um, um, Children of prostitutes who might have been called bastards back then or might be called illegitimate. Nobody. Where did these kids go? What did you do with them? And they were, there was a privately funded asylum that was created just for those people, just for those Children, for the poor as well. Very well almshouses. They, yes, very, very largely funded by these private entities, but very often, particularly in New York City, New York City under Mayor Dw Clinton High School in Bronx, Clinton in the Bronx. He became, uh, he was governor at one point. Um, he was not only when he was mayor, he was also head of one of the largest charitable efforts in the, in, in, in the city. And it was even back then. We’re talking early, I’m gonna say around, I’m guessing here, I’m trying to remember 18 twenties, something like that. I don’t remember the exact years of his, uh, his term of office, but the city was already paying what today you would call a nonprofit to run the, run the schools for the poor. So in New York State, particularly this tradition of public money going to a, not what we today would call a nonprofit to provide a legislatively desirable and socially desirable. And think about it, Tony, this is 2018. You’re almost 200 years later. We’re still doing the same thing. Yeah. Yeah, I love that. Well, well, around this period, let, let’s take like mid 1800 or so. What, what’s happening in the, in the rest of the country with very well. Slavery and the civil war are, are percolating and a tremendous number of, of, of um efforts, private government effort or rather private citizen efforts uh were trying to have the slave trade stopped because the constitution originally said that the uh uh the the government could not do anything even to end, end the slave trade, not slavery, but the trade for 20 years. So this effort was going on for a long time and it was all being done by, by citizens and 99% of them up north. Um A lot of them either spurred by or uh um uh inspired by the culture of yanked do, which was spreading across the country at that point. I mean, think about it from the Mohawk Valley to the Ohio Valley. It’s we spread from east to west and this culture came with us. And uh the number of people who felt that this was a uh uh a scar on our national character uh increased. And um I mean, you’ve heard, you know, the Missouri compromise, bleeding Kansas, we all know what, all the things that led up to the Civil War. But what was, while that was going on there was this tremendous effort to, among other things abolish slavery. But at the same time, uh penal reform, um uh uh reform of, to, to, to end of what’s the biggest show in New York Hamilton, right. Hamilton and Burr dueling, outlaw dueling. Um all these are, these are, these are efforts by the, by the nonprofit organ by these organization organizations. Ok. Now, the term nonprofit didn’t come along until 1950. Yeah, we’re gonna get, well, the right, we’ll get to the tax exemption. Ok. But by these or penal reform, what else, what, what can you think of other examples, what they were doing around this time? Well, it was very, very interesting, uh, amongst these subscriptions today. You know, there, there’s, everybody’s familiar with the term 501 C three. Well, the three denotes one level of 501 c, there are actually 29 of them. Well, one of them, one of the earliest was, uh, what was called mutual society, sort of mutual aid or mutual. Today. There are mutual insurance companies which are nonprofit. They started back then. The idea is you would again have a subscription and if, uh, a fire hit your house, this would pay money to you to get you back on your feet. This was another nonprofit effort that didn’t exist, uh Benjamin for every year. Well, I guess that was, remember Benjamin Franklin, but every year I get my uh subscribers check from uh USA a right, a mutual mutual uh benefit uh insurance insurance company. And now, and bank, uh Ben Franklin, uh Ben Franklin, uh uh is credited with founding amongst the uh first uh uh for nonprofit things in the United States. The Volunteer Fire Corps in Philadelphia, one of the first libraries uh the Juno Society. These were all today, you’d call them nonprofit effort, effort uh that he founded uh in, in Philadelphia uh before the revolution. So again, this was, but interestingly enough, not down south. Yeah, not down south. Once you started to get towards around the North Carolina border, you didn’t see it because of the plantation economy because of the culture. They didn’t have a civic there. There wasn’t a civic, a civic sense. We have community sense. It was this my plantation. We take care of everything here. This is why two of the most revolutionary things that happened down there was uh Thomas Jefferson’s founding of the University of Virginia and North Carolina’s founding of one of the first state universities in the country because that’s was unheard of down there. It was just unheard of. So all of these efforts, as they say were northern. We have about a minute before the break. Um The, the tax exemption, I feel like this is a good time. When, when did that, when did that, uh, the tax exempt tax exemption started way, way, way back because you have to ask about which taxes. So it’s probably gonna be more than a minute. Wasn’t religion, wasn’t religion, the religion first, exemption, religion and then also schools and things, things of that nature. So I go back to that. It broadened but it started with religion. Ok. So we teased it together and you always do. Thank you very much. Always tease. It’s time for Tony Steak Two. Thank you, Kate. I have another tale from the plane. Yeah, about the overhead bins. Uh, regrettably last week’s civility on deplaning and how humane and polite everybody is, uh doesn’t quite carry over to the overhead bin courtesy. Uh, it, we’re, we’re, we’re, we’re doing some things not very polite uh, in the overhead bins for instance. And I’m, I’m just seeing this more recently too, like, I don’t know, just within the past six months, even that just that recent putting small bags like backpacks or a shoulder bag in the overhead bin, that smaller stuff belongs underneath the seat in front of you. That’s courtesy. So that the overhead bins, which are bigger obviously and can accommodate the bigger bags. That’s where the bigger bags are supposed to go. But I’m seeing more people putting smaller bags in the overhead bin and, and I’m checking these same people. It’s not like they have two small bags. They got one under. No, it’s not one under the seat and one in the, in the overhead, they’re not using the space underneath the seat in front of them so that they can stretch their legs out and put their feet there. Well, that’s not really the way the plane is designed. That’s not the most courteous thing to do. So, please your, your smaller bags use the space under your seat and how, I mean, how many people can fit their feet under the uh in the underneath the seat in front of them anyway, although, well, although maybe in the main section, it it does go, it can get a little tight but you, you still, it’s being discourteous. So please not the not the smaller bags in the overhead bins, the smaller bags in the seat underneath you and save the space up ahead, up, up over for the bigger bags. And then when also when you’re putting your bigger bags in, you know, again, just politeness put them in so that the top or the bottom of the bag is facing the aisle, not the side of the bag. So don’t put it in long ways, put it in short ways so that more people can fit their bag. And even if it’ll stand up on its end like a book, if it stands up on its side, that’s what I mean on its side, then stand it up so more bags can stand up and then the final thing you’re supposed to check to make sure the bin will close before you walk away because it may look like your bag fits, but it could be, it’s a little too tall. The bin is not gonna close. If that’s the case, then we’re just gonna have to go. The flight attendant is gonna have to find you later on and you’re gonna have to end up checking the bag uh at the gate anyway, or you know, plain side anyway. So it’s not like you’re getting away with something just you know, the the the courteous thing make sure the bin closes so that uh we don’t have a problem later on, right? Delayed flights. Nobody wants that delayed flights. Ok. A little bit of a rant. I know but uh the overhead bin space, you know, let’s be civil. Let’s be courteous like we are with the planning, with the, with the, with the deplaning it works out so well, it’s so smooth, please. We, we can carry that over to the overhead bin, courtesies. I know we can. That’s Tony’s take two Kate. So we talked about this last week, I’ve never flown. So maybe this is a dumb question. Does each row have their own hubby? Uh No. Uh it’s, it’s pretty much a free for all except uh first class. It’ll say, you know, these are for first class bags only but when it gets really crowded in the back you then they’ll use the, they’ll use the, the, um, the first class space doesn’t matter. So it’s not by row but sometimes by cabin. Uh, or, you know, um, uh, uh, it’s, uh, service service or even Delta calls it, which experience like is it first class or is it comfort plus or is it main cabin? So there might be divided space by service but no, not by row. We gotta get you on a plane. We gotta, we gotta, we gotta get you, we gotta get you on a plane. This I feel bad that you’re asking this question. I feel like there’s an experience that everyone needs to like have at some point. Well, yeah, eventually you’re gonna get on a plane. It’s gonna be just be too far for you to drive or walk. Uh I don’t think you walk to walk in like 650 miles, but you could drive, you could drive it. All right. We got to get you on a plane. That’s, that’s all, that’s all. Well, we’ve got VU but loads more time. Here’s the rest of how we got here with Doctor Robert Penna Bob Penn is with me. His new book is braided Threads, a historical overview of the American nonprofit sector. Just get the book because you know, we can’t do it justice. Of course you’re interested in how our sector, our community evolved to what it is now. Um Get the book you know, we, we’re hitting some threads, some braided threads if you will. But, um, you want the full story, you know, even, you know, Bob mentioned something. I was like, oh, yeah, the Dartmouth case, you know, I, I can’t remember at all. Um, just buy the thing for Pete’s sake. All right. Um, where were we? See now, I’ve, I’ve, I’ve ranted about bees and sunshine and all this live love. Where were we? You also screwed up the whole thing about baseball. But that’s another thing. Well, yeah, baseball doesn’t have touchstones. But anyway, that’s a different story. We’re talking about, we’re talking about taxes and tax exemption and that’s what you, you had asked about tax exemption. Thank you. So, it started religion was the first one. What period are we talking about? Now? Going, go, going back to probably the 16 hundreds. And the point of the matter is you ask what taxes, what taxes, federal government levied very, very few taxes. Before that the states levied. Not that many taxes, most taxes were on property and very early on churches were exempted from paying those taxes. Uh, now it wasn’t just the church building. It also became the, uh, the, the parsonage where the minister lived. Uh, then if there was a set, another building, a library perhaps, then schools obviously were not taxed, uh, be they private or be they public, uh, clearly the public government is gonna tax itself. So public institutions like a public school would never, we were never uh uh taxed. But the idea was that it, the, the, the exemption list grew bigger and bigger. New York State was obviously this was going on in all states. I happened to have a quite an extensive, uh, accounting in the book of how the New York State list just kept getting broader and broader and broader and broader. Uh At one point, it was interesting because the law was changed to allow organizations that included in their charter or their mission, the uh the enhancement of the minds of young people or something. That’s how the, why got in because why had tried to get a tax exemption, they had gone to court, they’ve been turned down, they had to pay the tax bill. But everybody thought gee the y should be in, in this. So why is very interesting too uh in the World Wars? Yeah. Well, that’s right in the book, right? That they were also involved. This is the book I know. Yeah, but what I’m saying is that the, the, the, the, the why was not really was not mentioned or organizations like the, why now you mentioned New York State? Um I love this. Uh theres one thing I want to read, this is from 1799 uh New York State. You, you, you cite New York State as sort of representative of what was happening around there. There were very issues but it was very representative. This is an act for the assessment and collection of taxes, New York State 1799 excerpt, uh I won’t read the whole thing. Of course, no house or land belonging to any church or place of public worship or any personal property belonging to any ordained minister of the gospel, nor any college or incorporated academy, nor any schoolhouse, courthouse jail, alms house or property belonging to any incorporated library shall be taxed by virtue of this act, right? And that, that list just kept going. And as I said, at one point, they amended it to include and I forget the specific wording was something about the betterment of the minds of young men and women because there was the Y MC A and the YWC A young, you know, young men and young women’s Christian Association. So the the law was changed and basically what the courts said was that these operations were doing good, they were doing good things and were beneficial to society and therefore society. Uh it was in society’s interest but also as just a smart thing to do, we are gonna do our bit by supporting them to the extent that we do so by alleviating them from the tax burden. They were still not called nonprofits cause that concept came way later. Um But these organizations, these voluntary and for a long time, it was called the voluntary sector of these or yes, that was the name of it. Um, these organizations increasingly became, uh, tax free, what we know today as the people call them nonprofits. Um, I’ll, I’ll do this relatively quickly. Um, one of the last Revenue Acts of the 18 hundreds, uh, included this idea that these kinds of organizations could be, uh, should be exempted from federal taxes. That particular Revenue Act was found unconstitutional. However, when things started to fall into place and you’ll remember it was the 16th amendment that made the income tax legal in the United States. When that happened, the recognition that these organizations should be exempt was codified and it had to be three things. Number one, it had to be incorporated as a nonprofit. What does that mean? Does it mean they can’t make a profit? They can’t make money? No, what it means is that what any excess extra either has to go back in? Well, it has to go back in. They can, this was contemporaneous with the 16th amendment. It was, well, it was shortly following the record, but what is a nonprofit means? That really mean? Does it mean it can’t make money? No, that doesn’t. That’s not what it means. What it means is it can’t take that profit and distribute it to partners, distribute it to stockholders, distribute, it has to go back into the pot. That’s number one. The second thing is that no, none of its activities can make money for any of the officers. Right. And the third, the, the, the, the third idea uh is, is, is that, um, the, uh, well, the, the role was saying the, the idea is that nonprofit, non distrito and doing some sort of civic good. And so very often it was charitable and there was a charitable, educational and the list got, you know, bigger now, fairly Mazin. I like that word. That’s what I believe that is. But maybe you’re right, maybe you’re right. Um, remember I come from the Bronx, so I’m different pronunciation. Um, well, you were wrong about, you were wrong about baseball too. So, our, our, our, our present tax, a tax code comes from 1954. That was the first place where they laid out, uh, what we have today, this 501 c category and where, uh, the general exemption from. And originally the idea was that if these organizations made money, they didn’t have to pay a corporate income tax on it, then it became not legally, but in terms of practice that they are basically free from almost all taxes other than things like excise taxes or taxes on gasoline or something that you pay as part of a bill, which is why the local men’s association will go to a restaurant and they’ll have the banquet and they give the, the, the owner, here’s my tax free, my tax free number and they won’t have to pay sales tax on the restaurant meal. Yeah. Ok. So that’s where all that came from, but it was in terms of its codification. Although the roots go back to the 16 hundreds codification goes back to 1954. Ok. Is that the 16th amendment? Was that the, uh the 16th amendment was 1913? That’s what allowed the income permitted an income tax, federal income tax, right? Ok. Ok. Um, let’s, uh, I don’t know where World War One, we saw an expansion. Uh Yes, yes. Uh Why, why, why? Because, because, well, because there was no functional way for the government to step in. One of the more fascinating things about it was that uh the, you mean we talk about the, why? The, why was the first organization to do? What today? You think in terms like the Red Cross, you know, powspow camps, uh you’re checking on status, bringing pre, you know, prisoners, pre nobody did that. This government sure as heck did neither the union nor the Confederate government. It was the Y the Y MC A that first started this, bringing this service to both sides to the Confederates and Northern. So they were, they were in uh in confederate pow camps, ministering, so to speak to union prisoners and vice versa. You say that the Y was the first large scale service corps? Really? You could say that you could, you could, you can say that the other. So it comes along World War One. There was a need for this but nobody else to do it. The, why the, why it was the Y MC A initially or was it, why was there a Y? No, well, there’s two, there’s one Y MC, a young men’s Christian Association and the young women’s which came first. Ym. So, um, first large scale surface corps and, and, well, well, what happened was this, in other words, when World War One started? And uh, uh there was uh a need when the Americans got involved, when there was a need to again bring services to this army that was being raised, whether it was, you know, outside of Fort Dix or whether it was, you know, eventually when the A EF got, got across to the other side, across the pond, expeditionary forces, right? Uh American expeditionary force, uh The whole idea was somebody had to do the same sort of thing. And the y was the first one to step in the Red Cross eventually joined the salvation Army eventually joined. But all of this was being done privately. Meantime, both prior to America’s entry into the war. And after there was a tremendous amount uh of uh um refugee, if you will uh victims, victims, relief. I mean, you know, war is terrible, whatever war it is and there’s always collateral damage, the people who are displaced, the homes that are destroyed. Well, during war, governments don’t stop to worry about taking care of that. They move on. They want they have a war to try to win. So who took care of those people? The refugee problem was tremendous. Belgium became uh one of the worst uh sites of it because when the Germans invaded Belgium, the, the allies said, well, you have to feed the Belgians because most of the Belgians of food came from outside. Germans said, no, we’re not gonna be bothered doing that. We’re, you know, feeding our troops. Do you want to give them food? You give them food? Well, it was a relief effort that began in the United States that started working to bring food to Belgium, but it was not government. It was all private, it was all voluntary. It was all what you today would call nonprofit before our and there’s actually pictures, one of the few pictures that are in the book before the war, before the US got involved in the war when we were supposed to be officially neutral. Yes, there were organizations raising money for the poor and the suffering and the widows in Belgium and France and, but there were also organizations doing the same thing, directing money to the German Empire, the Austria Hungarian Empire in Turkey because we were officially neutral. So there are actually a couple of pictures in the book. I would have shared more pictures by the way, I like pictures. Well, I’m sorry, next, next book of more pictures, but the whole idea was this entire effort was being done privately after the war, massive relief effort run by Herbert Hoover. Most of it, not all of it at that point, the US government was committing money but a great deal of it. You know, I don’t know, proportion, 60% maybe uh was all private. Today’s U. So was formed by a collection of a bunch of the collaboration of a bunch of the organizations, you mentioned the YMYWC A Red Cross. Uh that’s today’s United Service organization, right? And that’s where, that’s where it was a coalition that was found. It was one of the first ever like that. One of the first ever efforts. I mean, there are all sorts of things that happened back then that we, we today, for example, do you’ve heard of United Way? Everybody knows United Way, do you know where United Way came from? Community chest? Community Chest? And you know, today most people know community chest is a sort of a space in the car on Monopoly board. OK. Community Chest was local fundraising specifically for disaster, personal tragedy, uh private relief. So if you lost your job or the factory burned down and five people lost their job. Community chest was the, was, was the entity in each individual community that would, they would go to for relief. I mean, maybe if they belong to a particular denomination in the church might help them out or as well or the, you know, temple or, and you know, there’s a lot of that. I mean, both and there’s a whole section there on both the Jewish and Catholic specific uh um con contributions to what we know today as the uh uh um American nonprofit sector. And that, that’s interesting reading on it on its own. But this isn’t to say the churches weren’t involved but every community, there was no public relief. There was no public welfare. And so if dad died or fell off the roof and broke his leg and couldn’t work, there was no unemployment insurance, there was no worker’s comp people very often they went to community chest. What wound up happening was uh one of the transformative events was what we might call uh cooper fundraising. If everybody fund fund rosed for, for fundraise, fundraise, whatever the, the, the past tense of that is by themselves. You want it with competing appeals and they’re banging into each other. Well, uh it actually started, I believe it was in Cleveland. It was one of the first ones. Uh I know there was one in Denver, there was one in uh uh in, in, in uh Detroit. There was one I believe it was Cleveland. Was this around the, was this also the Hoover administration where nonprofits complain where, where we’re basically testified before Congress, we’re basically running over each other, stepping over each other, trying to, trying to help? Oh, yeah. That was also, was that the Great Depression or no? Yes. Yes. And No, no, there was what you’re talking about was World War Two, stepping on each other and over that was World War Two. No. What happened was when the, uh, when the depression hit, um, sort of the thought was that, uh, uh, the community chess would step up and community chess tried, they would have, instead of one annual drive, they were having two annual drives, they tried three. But the problem, as we all know, was much bigger than anybody could have foreseen and their efforts were just not up to the fact that the entire economy crashed, which is why government had to get in that. Well, it was obviously FDRFDR appointed, appointed Harry Hopkins to run the chief effort. Harry Hopkins thought that it really should be local government that was doing this, local government sitting off of the side, they’re very happy not to be involved. So what Harry Hopkins did was he said, ok, we’re gonna do this and it’s gonna be federal money. But um, none of the money can go to what today would call nonprofits they got completely cut out. That was not right. That was not to punish the nominee that was to encourage, that was to force the states unwilling states and states that had not taken on public welfare to do it or do we give the money to the state? But we, the federal money won’t go to these community chests. They were trying to force the hand of the unwilling recalcitrant states and localities and localities. But, but yes, that’s, and that was hopkins’ idea. Of course. Now, what did the nonprofits do? I mean, this kind of left them out in the cold. Now, you also have to realize that at this point, we keep, we’re talking about community chess, but this was one, this is not to say that the arts efforts weren’t going on and people weren’t founding zoos and botanical gardens. And a lot of this was originally founded by private garden clubs or a zoological society. But the nation was in crisis and relief was always from the charitable sector, which is why it was called the char. And now they a couldn’t do it anymore because it was too big a job and b the federal money couldn’t go to them. How did you know Harry Hopkins said no. So they re invent themselves. I mean, I said to USB early on, what was the theme I keep saying resiliency. And one of the things that one of the earliest tests of this resiliency was after the depression because basically the Feds said you can’t have any of you no more money for you. So um say a little about the uh the Jewish contribution to, to, to what we know. I think this is utterly fascinating. Uh There’s a book I believe the guy’s name wrote. It was Cahill K, I don’t know how Cale or K it’s called the gifts of the Jews. The gift of the Jews book is probably 20 years old at this point. But he makes the point that one of the biggest contributions that the Jewish culture, the Jewish religion made to us here in the United States was in fact, cultural, cultural. It had to do with how human beings were viewed. When the Jewish immigration here started in March. Think about where they, these people had come from. They were either, you know, they were persecuted in Czarist Russia. They were persecuted in Poland, which was part of Czarist Russia. They were kicked out of Spain. I mean, you know, 1000 years of this, they had a an outsider perspective, nobody else had. And they brought that here with them and when they got involved in charity and what they were the ones, they, they were the biggest allies of the Black Civil rights movement because their idea that nobody should be an outsider was central to them. And they brought that to that you think about today’s nonprofit uh space. We are concerned about the handicap, we’re concerned about all sorts of groups that you might call marginalized or semi marginalized. And this was antithetical to the Jewish world view. So to me, whereas a lot of these other charities were taking care of their own. So for example, there was the Irish workingman such and such, but you had to be Irish, the Jews said no inclusive inclusive Excellent. Thank you, the Jewish tradition. Uh I, I just, I, I cannot emphasize that enough because I mean, truly, today, if you look at, at, at, at the, the whole core of the nonprofit mission, it is inclusivity. And I personally feel that without the uh uh incredible Jewish influence that, that uh particularly here in New York and New York became kind of like one of those centers of the nonprofit world. But still is, I, I cannot emphasize enough how strongly I believe that, that, that worldview, that thread um truly, truly helped to imprint of what we have today. You gotta get the book because there’s uh some things we’re not going to be the Great Depression. Uh Kennedy’s uh New Frontier and then uh Johnson and Johnson’s war against four war on poverty. We have what, 34 minutes five, I want to talk about the future too. Ok. Then I’ll do very quickly. Let me just do Johnson Johnson set us on the road that we’re on there. War on poverty, war, right? The Great Society. War on Poverty. We are today farther down that road and that road has been fancied up there are, you know, there are curbs where maybe they didn’t used to be curbs. There’s a newer pavement, nicer pavement than originally, but it is the exact same road. What Johnson did was, he said we are gonna take federal money and we’re gonna change poverty. We’re gonna eradicate whatever his goal was, but it wound up that it wasn’t the government that was doing it. It was government money going to community action agencies and to nonprofits. Now we don’t have time now to go to talk about what happened to nonprofits during the fifties between World War Two. And we, we, you don’t just get the book. Well, I have the book. Oh, you mean they should get to the 13,000, 13,000 who are joining this conversation? They hope to God, you have a copy of it. That’s a different story. But the whole point was that it was hard to get for me to get one LBJ LBJ set us on the road that we’re on, we’re on now. And my fe feeling and maybe there are people in the sector who would argue, uh you know, this is my theory is that basically things have not really changed in direction they’ve changed in degree now. Uh the nonprofit sector is not just the partner of government. There’s, it’s, it’s dependent upon the government. I mean, look what happened to the sector during the depression. It wasn’t that individuals stopped giving individuals even during the worst of the, of the great recession were giving corporate was down. The corporate is not that big, it was government money. The sector today is very, very reliant on, on. So again, Johnson set us on the road that we’re on now and we are just farther down. It and very much deeper into it. I wanna, I wanna look, I wanna look forward you uh you cite uh generational change and technology change as our biggest uh opportunities, opportunities and challenges. I think, I think two of the two of the three biggest things because we end the book on what’s happening in the future. That’s the last uh the last uh third or 25% of the book. I think that the three biggest things that are impacting the uh the sector and sectors, largely unaware of it is number one, the growth we are adding 50,000 a year. Uh In 1990 there were a couple of 100,000 nonprofits in the United States today. There’s, there’s a startling chart in the book. One of the pictures, one of the pictures of the chart I drew I drew that myself dramatic rise. Um Now there’s over 1.76 million actually nobody as, as uh Mr Solomon, who’s one of the SAGES of the, of the, of the sector says nobody really knows how many there are. And it’s because there’s no registration, there’s reporting the different story. So the growth, this can’t just go on 50,000 new ones a year, even given 3 to 4% you know, uh dwindling and going away, talk about technology and technology. Uh You talked before about making online donations easy. That is changing the paradigm between donors and organizations such that we’ve never seen before you and I are of an, of an age when we still remember uh uh March of dimes going door to door. Right. That is all the chemist canisters. But think about it now, we are making it so easy for online or text, but we’re also making it very easy to give uninformed donations because it’s impulse. It’s on the second and it’s right there in your finger. The third thing is the generational change. We’re already seeing the statisticians and the demographic. The demographers are already seeing a great, great, great change in terms of values and behavior amongst the millennials and us, but not just us, also the generation right behind us. So these three things churning are have the power to totally change the nonprofit sector as we know it over the course of the next 15 years. And all I’m saying is we as a sector should be aware of these things and be prepared for what could happen and maybe try to steer the ship instead of just being a cork bobbing along where the tides and the winds take us where they will just get the book for God’s sake. Bob Penner braided threads, a historical overview of the American nonprofit sector. You’ll find uh Bob and his book at braided threads.com. Thank you very much, Bob. Thank you next week, Veronica La Femina with your one page strategic plan. Finally get Veronica on if you missed any part of this week’s show, I beseech you find it at Tony martignetti.com were sponsored by donor box. Outdated donation forms blocking your supporters, generosity. Donor box, fast, flexible and friendly fundraising forms for your nonprofit donor box.org. Fast, flexible, friendly fundraising forms for your nonprofit. Love that I I uh it’s such a brilliant alliteration. It’s so much fun to say. Like week after week, our creative producer is Claire Meyerhoff. I’m your associate producer, Kate Martinetti. The show’s social media is by Susan Chavez. Mark Silverman is our web guide and this music is by Scott Stein. Thank you for that affirmation. Scotty be with us next week for nonprofit radio. Big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for October 14, 2024: Tech Policies To Reduce Toxic Productivity

 

Marina Martinez-Bateman: Tech Policies To Reduce Toxic Productivity

First, what is toxic productivity? Then, as your teams use technology more often for work, how might your practices be hurting the people who work with you? Finally, what are the better practices and policies? It’s all covered by Marina Martinez-Bateman, at New Coyote Consulting. (This originally aired August 1, 2022.)

 

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And welcome to Tony Martignetti nonprofit radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the pod father of your favorite abdominal podcast. We did promise you Veronica La Finna this week, but I couldn’t record with her because I had a family emergency. So we have one from the archive and we’ll get Veronica on within a month. Oh, I’m glad you’re with us. I’d get slapped with a diagnosis of BRAC ignatia if I had to speak the words you missed this week’s show. Here’s our associate producer, Kate with what’s going on this week? Hey, Tony, this week it’s tech policies to reduce toxic productivity. First. What is toxic productivity? Then as your teams use technology more often for work, how might your practices be hurting the people who work with you? Finally? What are the better practices and policies? It’s all covered by Marina Martinez Bateman at New Coyote consulting. This originally aired August 1st 2022 on Tony’s take two tales from the plane. The civility of deplaning were sponsored by donor box, outdated donation forms blocking your supporters, generosity. Donor box fast, flexible and friendly fundraising forms for your nonprofit donor. Box.org here is tech policies to reduce toxic productivity. It’s all covered by Marina Martinez Bateman at New Coyote consulting. If you start buying shoes instead of food, buying shoes, instead of paying the rent, then you have a real problem, right? And productivity is like that, you know, it’s just like any other thing that we engage in, we can do it so hard that it hurts us toxic productivity is when we will choose work over things that we need, like taking lunch breaks or moving our body or um engaging with family and community things that sort of are essential to our mental and physical health. And then, you know, what happens is as we engage more and more with this toxic level of productivity, our actual real true product or output diminishes and then we see our output diminish, we get really upset about that and then we double down on being more and more productive and, and then our output diminishes because we’re exhausted and we’re not getting filled up in other places and we double down again and it can lead to, you know, you can create uh you know, really unhealthy spaces. You can um you know, make yourself ill, you can hurt yourself, you can get hurt, you know, how many people have fallen asleep while driving um because they’re working too many hours. Um You know, how many times do we make really silly mistakes when we’re exhausted. Um Those things sort of creep in and creep in and then your identity starts to change into being someone who can’t get things right, who isn’t able to perform when that was never a part of your reality, you’re just engaging way too hard in work thinking that that’s the answer to your, your problem when really it’s the cause. And before we go further and toxic productivity, let’s remind folks in case there’s any question, uh You said, you know, it replaces being filled up by other spaces like community, family friends. Let’s remind folks of the, the joys that and, and maybe there’s even research that shows the physiological changes when we’re engaging in things that are not work. Yeah. Yeah. So you get different parts of your brain activated when you’re engaging in hobbies that are different from your work, um your creative life, you know, if you have a creative job um sometimes doing something that’s not so creative or doesn’t require a lot of like big innovative leaps um can be nice like, you know, tidying up or taking a walk or um doing something physical, like hiking or going out into the outdoors, going fishing and camping, et cetera, or even going shopping or going to the movies, like those things when they’re safe. Of course, because it’s still COVID right now um are important to engage in because they activate other spots of your brain and also just your body moves differently on a hike than it does in the office or at a desk it moves. First of all, first of all, it moves your standing desk, even if you attach a treadmill to it or something can never really replicate going outside. Um And then, you know, we’re people even introverted people need other people. We just do, we’re not, um, we cannot exist completely alone. Um We have to be able to engage in the people that we have in our personal bubble. However big that bubble is we have to be able to sort of like activate um that empathetic drive that we all have as humans or that, you know, the vast majority of us do. Um And we, we just have to be in, in concert, you know, how many of us have been at work, especially in the nonprofit sphere and things are sort of looking gloomy and we’re thinking, oh, the world is filled with bad people, everyone’s making terrible choices. This is the worst, you know, and then you go to dinner with a friend and you’re like, wait, the world is wonderful. This is great. Everyone’s making great choices. I bet all these people are just trying to figure it out because that human connection needs to exist for us to be people in the world, which is, you know, why we’re here is to be people. Thank you for that reminder, right. We are, we are communal. We are social, even the most introverted to some degree. Still, as you said, you know, with however, however, however many or few it may be uh uh contact community. All right. All right. So what are nonprofits doing that uh is leading us to toxic productivity? And we’ll, we’ll certainly get to the solutions. But what are we doing to? Uh, I don’t wanna, I certainly don’t want to say, improve it uh to induce it, induce it. Yeah, I mean, part of it is that we have these and these are, it’s great that we all want to end hunger and that we, you know, no one’s being like, oh, but it’s hard when you have 16 people and they’re all making 20 to 50 to 100% less than they could make in the free market trying to end hunger from a small office with broken chairs and a raccoon that won’t leave the trash alone. You know, like we are so severely under-resourced in nonprofit and that’s not our individual fault by any means. It’s the culture and the structures of the culture that we live in. Um where uh poor people are, the people that build this country and their labor is so exploited that they are um kept poor so that the rich can stay rich. Um And then we at the nonprofits and generally those are the people we serve are the poor or people who are missing something from their, their experience or their needs. And uh and we’re under resource too. I mean, it’s a whole, it’s a whole culture, right? It’s a whole structure. It’s a whole system that’s made to make it so that we have these incredibly vast missions and we have a broken pencil and our own gumption to make it happen. And um and it is, you know, we, we as individuals cannot solve that entire problem by ourselves. One, we can’t solve the problem that we’re working on by ourselves. We can’t end hunger alone. Um Even the most vast and well resourced organization would have to work with others in order to make that happen. Um And part of that, so we have this, like we have these vast resources, we are severely under-resourced or we have these vast missions. Yeah, and we’re severely under resourced. And then um what we as organizations do on the, on the organization to organization level is that we compete with one another. We don’t coordinate with our organizations in our same sphere or it’s hard, we find it hard to coordinate. Um We also don’t recognize that we’re under-resourced. Um Frequently we will sort of like, you know, when you get a bunch of nonprofit workers together in a room, we’ll joke about, you know, how we don’t have a chair that works and our computer is 15 years old and all these things. Um But we don’t talk about how that makes the mission harder to do and nor do we talk about how we’re still hitting goalposts. We’re still crossing finish lines. We’re still making things work and where do those resources come from? In general? They come from the individual workers. Um And some of us have vast resources to put to this and some of us don’t. Um But there’s no adjustment, a, there’s no adjustment of expectation based on how much resource we’re individually putting into the, the work to make it cross the finish line. And there’s also no, um it’s seen as an individual failing if we can’t do this impossible work with very little resource in the, in, in, in terms of money, in terms of time, in terms of support, in terms of whatever. We’re all fighting an uphill battle. And um and our organizations frequently lean into that martyrdom and lean into that, you know, while I was working 17 hours yesterday, while I was up at two o’clock in the morning, finishing with this grant while I was, you know, and um and it doesn’t have to be like that. I mean, if we live in a world where we think that our clients deserve education, food, um a healthy ecology to, to Roman community, art, all of these things, you know, medicine and um recovery and all these things that we provide to people. If we think that our clients deserve that, how come we’re not getting that for ourselves? Like how many of us are pushing off things like doctors appointments, how many of us have skipped um significant times in our family members lives because there was some campaign or something that had to go on. And then also how much of that um happens because of expectation. You know, when we start a nonprofit, we’re working with nothing, we work our way up, we become leaders in the, in the sector. And then it doesn’t seem weird to us that the people, the workers that are coming behind us are experiencing the same hardships that we experienced because it’s normal for us to struggle in this way. A lot of what you’re saying is that it’s, it’s culture and, and mindset. So I guess you’d like to change the culture and change the mindset and change the investments. Um So please, let’s uh let’s start talking about what, what we can do differently. I think what we can do differently is it starts with the leadership in nonprofits. People who are lower on the York chart do not have as much power. Although a lot of people, especially right now with the great resignation. Um A lot of people who are lower on the art chart are as asserting their power by leaving um environments that are toxic or don’t work for um what their vision is for the future. I think Gen Z is a great motivator for us to all take a look at how we’ve been working in the past and how it has harmed us and how, if we don’t get right and start cycle breaking, we are going to be perpetuating the same harm that was done to us, which while it’s not fair that we were harmed, it’s also not fair to, to sort of slough that off onto others. Um, but in the leadership of the nonprofits, we have to stop thinking that because it happened to us, it’s ok for it to happen to other workers, especially younger workers coming sort of, you know, rite of passage, you pay your dues and then you’ll, then you’ll emerge a better leader in the, in the sector. You know, that’s, that’s silly. Yeah. Yeah. Yeah. Yeah. Yeah. And punishing to be, you don’t have to be punished to be successful. Exactly. Can we be like, can we be the nonprofit executives and CEO S that we needed when we were younger and that we didn’t get, can we do the things that, that would have helped us to heal or would have helped us to be safe or be properly resourced or succeed even if that’s not something that we experienced when we were younger in career? All right. Um Do you have specific, like, uh are there specific things that leaders can, can encourage? Like, you must take time off or something? You know, I, I don’t want to see anybody not using their vacation time. And you know, the these folks who say, hey, I haven’t had a vacation in four years. I’m so proud of myself and I’m thinking, like, don’t blame me. That’s your own fault. Yeah, if it’s been that long, it’s your own fault for not taking it, you know. So what, what, what can leaders do, you know, specifically to avoid this? The, the, the toxic productivity is? Yeah, that, that sort of thing where it’s like, well, it’s not my fault that Sharon hasn’t taken a vacation in seven years saying that is, is a thing we can put to bed. And we can say actually, if I’m in charge of this organization and of course, we work together with our boards and advisory councils, sometimes with governmental agencies, whoever we’re helping to steward this change with. Um but if I am the CEO here, I am the executive here, then if someone hasn’t taken a vacation in four years, that’s, that’s on me. Um This is the, this is the container I’m building for workers. Um I see my view my duties as a CEO very explicitly to keep the people in my, you know, in my organization safe. That’s one of the things that, that I have, you know, task been tasked with is to keep people safe. Um If I can tell people what kind of work we’re doing and where we’re going and what our goals are, then I have to take responsibility for their safety during that journey because I’m the one taking them that, that place. I’m the one on that journey with them. Um And so asking, you know, why is it, why is it that Sharon feels like she can’t take a vacation? Um Is there something going on internally that is making that happen? Does she not have anyone who’s trained on the thing that she does? Does she, um, has she not gotten a, a performance review in four years? And she, so she doesn’t feel like she can take a vacation because she doesn’t even know how well she’s doing her job. You know, there’s just a bunch of little things that we can look at and it takes time which most of us don’t have. And I advise leaders to look at our plate and find out where we’re being performative productive. How many of the things do we do every day? That looks like we’re doing something. But at the end of the day, it doesn’t actually cons it doesn’t actually contribute to the mission. We can spend three hours on something. And um, and not only are no more Children fed, they’re not going to be on that labor that we just did, but it looks really good. It looks like we’re doing a lot. How can we cut that out and then focus on, let’s get somebody cross trained on Sharon’s job so that she can finally take a vacation. Let’s let’s make this a safe space for our workers to make healthy decisions. And the truth is that because a lot of our sector has for so long leaned into this under resourcing of workers. There becomes a pathology around being under resource. There becomes a sort of like um system wide martyrdom. It’s time for a break. Imagine a fundraising partner that not only helps you raise more money but also supports you in retaining your donors, a partner that helps you raise funds both online and on location. So you can grow your impact faster. That’s Donor box, a comprehensive suite of tools, services and resources that gives fundraisers. Just like you a custom solution to tackle your unique challenges, helping you achieve the growth and sustainability, your organization needs, helping you help others visit Donor box.org to learn more. Now back to tech policies to reduce toxic productivity. There’s something called a brotherhood of suffering. Exactly. It’s, it’s, I’ve read about it in prison populations where I mean, the phrase says it, the brotherhood, sisterhood. Um They would of suffering the uh the, the shared experience among all folks of being in something that’s, you know, ritualistic, punishing suffering, difficult. And then, and it ends up being a source of almost pride that we’re, we’re suffering this way together. I’m sure you want to turn that on its head and, and disabuse us of that. It’s, and it’s hard, it’s entrenched, there are people for whom for whatever reason. And then this does become an individual problem once you’ve done all of the systematic things around alleviating that suffering around creating um you know, the concept of abundance, even as we’re in these systems where we’re under-resourced. And part of that is acknowledging how we’re under-resourced and, and, and speaking its name out loud, um which is capitalism and racism and colonialism. Um Once we sort of do that in our organizations, there are still going to be people for whom it is necessary, they need that they feel for whatever reason that, that this is what they have to do, this is how they have to work. Um And, and in general, what I find um in the times when I’ve managed to create this package, which is really hard to do, well, we have all these other external forces sort of like working for us to have this hero complex to keep in the savior mindset. Um When I’ve been able to make this abundance package with the sort of container where we can all work in abundance towards our common goals. There are a couple of people who will leave and sometimes it’s messy, sometimes it’s not thankfully, but sometimes it is messy. Um But it’s because they need to be in an environment that feels like home to them and that toxicity is going to feel like home until they make the choice to step out of it. And, and recognize that this is this is a choice that, that they’ve made. There’s systemic issues at hand and then there’s individual issues at hand and we as CEO S can do a lot to solve the systemic issues and also we can never make someone heal themselves. Yeah. What’s some of that uh performative work that you uh that you mentioned just if you could tick off two or three things that are performative but lacking in value and, and, and benefit. Um Staying in the office on a day when there’s no reason to, you know, if, uh something like something tragic frequently happens, if there’s something terribly tragic in our community requiring, you’re requiring everyone to keep their butts in their seats is just ridiculous. No one’s working, that’s not gonna happen. Um, even sort of staying in the office when there are things going on that are, are wonderful. Um, for example, uh, if it’s, you know, if we are living in a beach town and it’s a great surf day and we are a surf, you know, protect the surf nonprofit, everybody goes surf, like, come on, this is our whole thing. Like, it doesn’t make any sense if we are. Um, say we’re, uh, you know, very into free media and we have a free media conference in town. Nobody should be expected to come to work. We should get tickets to the free media conference and we should go to that. Um, you know, there are a lot of things I think, um, you know, if we’re a big sports town and our team is winning. Nobody’s going to pay attention to work and there’s no reason to be here. All of these things, you know, they’re all individual to the nonprofit. Then there’s also things like, you know, some of us and I’m one of these people, I admit it love to see a meeting room packed with people. We love it. But half those people do, they need to be there. Do they really, does this really important to, to the running of the nonprofit that, that, you know, so many people are there for an hour doing nothing and, or, you know, getting information that could have been in an email or, you know, et cetera. Um, yeah, I think there’s, uh, some people have gone into the, um, oh, I can’t remember what they call it but they do 15 minutes stand ups every morning and they’re never 15 minutes long. They always run over the morning huddle. I mean, if the morning huddle makes you guys productive and it helps your, your nonprofit do the thing you, you’re put here to do. Great. But a lot of times these huddles are just performative and it’s awful and everyone’s so tired because it’s the first thing in the morning and there’s no reason for them. Um, I think also there’s a lot of like email checking that happens throughout the day for me is one of the ways that I am performative, productive and, and my uh my only employee is remote. We are all remote here. So no one’s watching me. No one can see me in here. But I will sit here and check email because I want to quote unquote, feel productive. And so then I spent 2.5 hours moving emails around the digital space doing nothing and I leave and then I leave, you know, I have to go to lunch or it’s the end of the day or something and I didn’t need to be there and do that. There was, there was no reason its time for Tonys take two. Thank you, Kate. Uh starting a new series because I’ve been traveling a lot. So starting the Tales from the plane series and uh starting optimistic and positive deplaning the deplaning process which I, I don’t know why they just don’t call it. You’re leaving the plane. They gotta have a word for plane deplaning, but it’s just done so civilly. Everybody is so friendly as they’re getting off the plane. Uh People wait for each other. Very thoughtful. They let, they let uh the all the rows, you know, go just in line orderly before them. You know, we’re, we’re not, it could be imagine the worst of humanity. It could be just everybody rushing, pushing, tripping over each other’s bags, tripping over people who are, who are smaller or weaker, you know, just stampeding. It could be that but it’s not, it never is. It’s nowhere near that. It’s all very civil and thoughtful. Um, when bags are, when, when somebody stuck with their bag, you know, a few rows back, they point to it and people offer to get the bag and then it gets passed up to the person and we all wait until that person leaves and then we take our turn. I just think it’s so admirable, you know, uh, it, in the current, you know, in the, during the presidential campaign, it doesn’t matter whether you’ve got a mega hat on or a Harris walls. T-shirt. People are all very thoughtful civil as we’re getting off the plane and it’s admirable. We help each other people offer. Can I get that bag for you? A man? Would you like some help, sir? You know, you look a little, you know, not, you don’t say you look a little short but you know, short gentlemen, would you like help? Can I help you? It’s all very polite, civil, thoughtful humane. I admire it and I think it, I don’t know if it has promise for a bigger lesson for all of us. Uh I mean, we can be civil. That’s clear. Uh but I’m not getting carried away. I just, I admire the civility of our deplaning process in the process. Why is it, why does it have to be a process or when they’re boarding? It’s the boarding process? Why are we starting a process? We’re just getting on the plane to me. Uh, a process is, you know, cooking dinner or putting out a fire. Um, you know, those are, those are processes. Digestion. Digestion is a process. But getting on a plane we’re just, we’re just boarding, we just start the boarding, start the boarding, boarding period. I don’t know why there has to be a boarding process. But anyway, that was a little, that’s a little sidebar. The point is the civility of the deplaning period. The deplaning, I admire it. Thank you. Thank you, everyone for being all so civil to each other. And that is Tonys take two. Ok. I wish ann track was more civil. I mean, I’ve never been on a plane but I’ve been on a train and it’s not very, uh, welcoming. You mean getting on or getting off, I think both for both. Yeah, I mean, I started, I used to take coach, you know, free for all. You find a seat, you sit down kind of thing. But then I could never find seats where people were just like putting their bags on like the second seat, you know, and saying like, oh, someone’s sitting here and then so I started like getting um, business class. So I actually had an assigned seat because people just weren’t, they weren’t thoughtful. Yeah. No, that is true on Amtrak you have to say, you know, excuse me? Uh, I mean, and then if they say somebody’s sitting there, I mean, I’m taking them at their word. I don’t need, I don’t need to see the person’s ID or anything but, but uh you do have to be a little assertive and say, excuse me, you know, like to sit down. Alright. Anyway, we’ve got just about a butt load more time. Here’s the rest of tech policies to reduce toxic productivity with Marina Martinez Bateman. Is there more that, that we can um ask of our, of our leaders, you um not that you haven’t given uh given, given a lot of uh uh uh a lot of advice but uh is is there any more that, that we can expect from our leaders to help us make the right choices? Yeah. And part of that is so we are in a unique space as leaders where we are suffering from the exact same ailments that our people are suffering from and we are suffering from the exact same structures of oppression that our people are something. I mean, not the exact same ones, but we’re here, we’re in it, right? So all of that um you know, all the systems that are set up to make it so that personal health and art and the environment and food and how like um communities and all these other things that we fight for, right? In the nonprofit sector, all these things are devalued. We’re, we’re in the same boat. Um And also we do have power within the walls of our our organization, sometimes it’s limited, sometimes there’s other factors at play, but we have more power than anyone else in the building almost. Um, with very few exceptions. And so part of it is that we have to make certain sacrifices as leaders, which I think all of us know, but those sacrifices are probably not going to be the ones, the ones I recommend are not going to be the ones that we expect. So, um we need to protect our own time. We need to be seen eating lunch, we need to be seen taking time to move our bodies. Um A lot of the things that we do as leaders are are um the second we get to work, the second we log on whenever our day starts, we are being seen by everyone at the organization, even if it’s a small organization, even if it’s a remote organization, we don’t realize how visible we are. Um And so when we model these behaviors for people taking vacation, telling people about how wonderful and restorative the vacation was reassuring people um that it’s ok to take vacation for themselves, leaning into abundance even though we know what the budget is and we know scarcity very intimately um making those choices um that are, that are on mission, um that are values driven because that’s what we’re called to do. Um And then having to make tough calls uh as a leader is, it’s why we’re here. It’s why we got put in this seat. Um It’s why we sought the seat we wanted this position most of us. And um and so it’s time to sort of like what we sacrifice when we have this uh out. Like when we are modeling this good behavior is we sacrifice any delusions that we might have had towards the productivity nature of, of, you know, performative productivity, right? So those big meetings that have a ton of people in them that are really kind of just ego strokes for us, we can get rid of those. That’s a sacrifice that, that is a good sacrifice to make. Um a lot of times we do things like we have those big meetings because we’re not feeling very productive, but we want to see everybody’s face, you know, working. Um And really what we needed to do is take lunch and start taking lunch probably three months, three or four months ago, or years ago or 10 or 1520 years ago. Um And then we would feel productive and filled up and we would need a big meeting of 15 people that doesn’t do anything. Um So, so modeling the behavior ourselves is very, very important and um and specifically in a way that is seen, um it can be very hard because as leaders, we want to say, well, I’m gonna take, I’m modeling the behavior I’m gonna take off early, I’m gonna go home and um that is valid. And if we need to do that, we should do that. And also say, ok, everybody, we’re going home early this day is just whatever happened this day is in the pits, let’s go home early. If we can, of course, some of us can’t do that because we have certain service obligations. Um, but we can do things like look around the room, take the temperature of the room and say, all right, everybody, we’re getting, you know, pizzas delivered or whatever. Uh We’re just gonna sit down and hang out together and blow off some steam. I can feel it. We just, we’re not doing productive work right now. You know, be thoughtful, be intentional um about creating uh about the culture you’re creating and that culture starts with leadership, whether whether you might be the CEO or you might be a mid-level leader, you might be uh uh lower on the org chart, a lower level leader, but you’re still leading two or three people, right? I mean, it applies. This is not only for the CEO, you’re a CEO, but this is not only for CEO S. Yeah, the people like your choices are going to be dependent on what’s up with the people and focus them and then model the behavior that you because you know that a lot of us don’t realize how seen we are in our organizations. We’re very, very visible if we’re in a leadership position. Yeah, you made the point, you know, even even in a virtual organization like yours virtual company. Um Well, uh so flush that out. Well, how, how do you feel like folks know when you start logging in when you’re reading email, et cetera? How is that seen? How is it seen? How am I checking in? You know, if we have a digital chat platform? How am I checking in? Am I showing up? Am I saying? Hey, I’m here. Am I asking questions? Um Am I, you know, am I asking for feedback? You know, am I, am I visible enough for you? Am I you know, am I bugging you too much like um and listening to people and trusting people when they tell you what’s going on with them. Um and also trying to remember it’s very hard, it can be very hard with everything going on that you have to do as a leader. But when someone says, hey, I’m gonna be out for the afternoon, put it in your own calendar and make sure that you don’t reach out to them during that time. Yeah. Right. Those, those uh slacks or texts or emails, whatever it is that start sorry to bother you on your day off. But, but of course, the universal and the gator cancels everything before it, but I need, you know, blah, blah. Exactly. And that, you know, so much of that it could just wait until the day off is over. So the week off is it? You know, and, and, and you, you said earlier, you know, cross training so that people feel they can take time. And so the organization doesn’t suffer when they do. Exactly. If so, and so doesn’t have the thing. I’ve cross trained this other person which, of course, you know, i, it’s easy for me to sit here in my office and say cross training when a person listening is looking at me like what with what resources with what people? But that’s where the sacrifices come in. You have to say, OK, well, this vanity project of mine doesn’t happen because cross training is happening instead or this. And somebody bristled when I said Vanity Project, I know it. But we all have them, they exist. We’ve got to accept that, that they exist. So instead of the thing I want, we do cross training because that’s, that’s, and eventually I’ll get the thing I want probably, especially if it’s mission aligned and it makes sense. But we have to prioritize workers needs and comfort because we have a lot of options here. The people that we employ, have less options than us have fewer options than us. And so we need to, to, to honor that. What about some uh questions that you got questions or comments you got uh in your session? Uh What uh what do you, what do you, what, what stuck out for you? I always get this question in all, every time I teach his training, I get this question and it’s some version of the, you know, my coworker, my direct report, my boss, my board member is very into toxic productivity. They’re very into this. They’re, they’re the ones that are always, you know, I was answering emails from the hospital when I was in labor with my second daughter or, you know, all of this stuff. Um, it’s very badge of honor. You know, we wear these sort of like wounds like medals and nonprofit. Um, that’s the, the person who would have suffered. I said the person who of suffering it is a bad, they do become a badge of honor. I’m, I’m always the last person to leave the office. Yes. Yes, exactly. And, uh, and, and, and this person is that their, their toxic productivity is harming people. They’re pushing, uh, the culture, you know, more and more to work more and more. Um, they have unrealistic expectations of people that work nearer with them, et cetera, et cetera. It’s harmful. And what I always tell people is, you know, you can do this. Uh, first of all, your proximity to this person is not a coincidence. At some point, you guys probably saw eye to eye on this or we’re working together in tandem to create something that really worked for you. Um, you know, I look back on my nonprofit career and one of the, my best times, one of my favorite times in my career was on as deeply into toxic productivity. And so was everyone else around me and it was wonderful because we were all on the same page. We felt like such a good team. We were so unified in the way we thought about things and the way we thought about things was deeply unhealthy. Um But uh I tell them, you know, you can tell this person, especially if you really care about them outside of work. Um You can say, I think we’re in a toxic relationship. I think we are operating in a way that is making each other less healthy, that’s not, not helping us thrive. I want to try and heal from this. I think that healing is gonna bring about a really incredibly positive change, not only for me, but for the work that we’re doing here, will you, will you heal with me? Will you come in this on this journey with me? And you can ask them with sincerity and the truth is that you can’t do anything else other than that, just ask them. And if they say no, you can’t keep asking them. You have to, you have to respect that and everyone has the has, has their own path, you know, and not everyone is going to heal at the rate that you are going to heal at, not everyone is going to heal the way you think you should or they should. Um Some people just have other journeys. And so if you are that person’s boss, you can make decisions about. Ok, well, we’re going in a different direction. We need competencies around healthy productivity. You don’t have the competencies around healthy productivity that we need. Therefore, we’re no longer a good fit and that hurts. It’s hard to say those things. But if I had, you know, if I said, you know, we’re gonna go, uh we’re gonna move towards gap accounting everyone. You know, we’ve got to do things, uh best practices, ways and, and not have, you know, our accounting all Willy nilly and our accountant at the time was like, nope, I do my accounting on post its and I will never not do that. You can’t make me change, then we would have to get a new accountant, wouldn’t we? So it’s the same thing when we’re trying to create this healthier productivity. If someone doesn’t want to learn or become competent in this, in this new work way, we can’t keep them on just because we like them or because of what they did in the past that was helpful. Um We can honor them and say that, that, you know, thank you very much and we can also release them to continue on their own journey. Whatever that is. What have we not talked about that? Uh You want to um, good question. Uh And I do my best to uh channel our listeners, but you’ve been thinking about this for a long time and I’m just coming to it. So maybe the, the stuff that we, I haven’t raised. Yeah, let’s talk about perfectionism. Perfectionism is, is a, we know for a fact we know that perfectionism is a, is a um feature of white supremacy. Perfectionism is um pervasive and insidious in our culture as a whole, but also in nonprofit culture. And so when we are practicing uh healthy productivity, when we’re trying to learn how to do things differently, the fact that we’re doing things in a way that we haven’t done them before means that we’re not gonna be as good, effortlessly good at them. Um As we were before, even if we were doing something that ultimately harmed ourselves and our organization and our mission, we were really good at it for a long time. We had a high level of proficiency. So when you sort of like decide to go home at five o’clock and uh walk around the block and then take a bubble bath or whatever, that’s not gonna feel super good because you’re not gonna be super good at it. Um I can’t tell you how many times I used to buy coloring books because I was like, I need to be less, you know, work centric and I need to do creative things. I miss being creative. And so I would buy those adult coloring books and I would hurt my fingers from coloring. So hard because it had to be perfect. Um, and then I would think, ok. No, I can’t do this. It’s too, it’s too physical. This coloring is too physical. I’ll go get in a bath. That’ll relax me and I’ll, I would sit in this bath just, uh, tense because I’m supposed to be relaxing and I’m, and I’m not doing damn bath over yet. Right. Exactly. That’s not working either. Right. And, but it’s not working because you’re not familiar with it. It’s hard. The first time you did anything, it was just kind of a little bit difficult and a little bit unwieldy and overwhelming. And, you know, for those of us who have been neglecting our other, the other parts of our lives for however long because of work, it is daunting to go into a place we feel very new at, especially when we’ve been in a place where we feel extremely, um, you know, experienced and comfortable. Exactly. Yeah. So, the, the perfectionism of like, if you are going to engage with your community and if you are going to engage your creativity and you’re going to go on a hike and you’re going to, you know, reclaim the other part of your life that isn’t at work, be willing to do it badly because it’s that important. You have to be able to do it badly because you have to get through that sort of like new unwieldy part. Um, and it’s ok to say, like I’m really new at this, I’m only going to hike for 15 minutes or I’m only going to sit at the trailhead and look at the hiking place and then I’m gonna go get back in my car and go home there. There’s no level of engaging with your non work life that is not gonna be beneficial. There’s no, it’s not like you have to hike to the top of the mountain. I mean, this is part of the toxic productivity that’s been, you know, making this, this bad scene this whole time, right? Is that we feel like we have to, um, do everything the best the most, regardless of what else is going on. You’re not gonna, you’re not gonna start your physical fitness journey with AAA Triathlon. You know, you’re gonna run around the block and in a week you’ll be able to run around the block twice or maybe just walk to the end of the block, pardon me? Or maybe just walk to the end of the block or whatever it is. Yeah. However, you start, right. But, but starting and, and you’re saying, you know, you’re eee embrace the discomfort because it’ll become comfortable and you’ll get better at it. You know, you’re in a pattern now where you’re, uh, you know, you’re like you said, highly efficient, uh you know, highly efficient at toxic behaviors. You’re really good at this and you can be really good at something else too. I mean, I remember, uh there was an interview with Terry Crews who’s an actor and he’s very muscly. And um people always ask him, how do you get so buff? Like you’re always, and he said, look, the gym is my happy place. And so I can’t tell you a person who doesn’t really like the gym how to get like me. I look like this because I hang out at the gym all the time. It’s my favorite place. But he also says, you know, go take a, if you really like something, take it to the gym with you. So if you really like romance novels or mysteries or something, go and go and take your mystery novel to the gym and just sit there, read your mystery novel and then go home and then, you know, you don’t have to pick up a weight, you don’t have to do a single thing. Just hang out there because it’s for a lot of people like the weight room at the gym even especially is like a very new place. It’s pretty foreign. There’s a lot of traditions, there’s rules, you don’t really know what they are. Um, so ali acclimatizing yourself to a new place, you know? Interesting. Yeah. All right. All right. Leave us with, uh, with something inspirational. Please. Marina, there’s been a lot of inspiration. Sum it up, sum up 40 minutes as best you can. Well, when we think about how much we as nonprofit workers on an individual level, on an organizational level and on a sector wide level have been able to achieve and, and move the needle on with. So with how little we’re given, if we made sure that we ourselves were properly resourced, in order to do this transformative work, imagine how much more could be accomplished by people who are showing up fully in their power to this mission work. I mean, it’s incredible. And then also the thing I like to remind everyone in my training is that this is generational work. I have generations of people behind me, you know, relatives and ancestors who have done their own mission work. And I will have generations of people in front of me doing the mission work that they’re called to do. And all I have to do is show up for my part, my link in that chain. Marina Martinez Bateman, Ceo, New Coyote consulting. Oh, I have to ask, why is it New Coyote consulting? What is that? It’s New Coyote because I wanted a name that spoke to my ancestry, which is Mesoamerican and uh and which spoke to my sort of like presence and the way I show up. And uh the Aztec, there’s an Aztec God, uh Weiwei Coyote, which means very old coyote. And um I thought he’s um frequently gendered as a, as a male, but very also frequently gendered as non-binary or female. So I’m non-binary. It felt very like I felt a lot of kinship with, with that. And then, um, old, very old coyote is a storyteller and he teaches through storytelling. So that felt very appropriate to me as well. You know, he’s not didactic, he’s not teaching humans lessons or if he is ever teaching humans lessons, it’s in this very jokey sort of way. Um, he brings people along with him on journeys rather than sort of like telling them to go places. Um And I uh I also feel like in the context that I’m in, which is a very white context and a very colonizer context. Frequently, a lot of people will call my work new. They’ll say that the things I’m doing are new, these new ideas, they’re new concepts. And for me, they’re not new, they’re very, very old. Um But also new coyote is a transformer. He’s a trickster. So he, he becomes the thing that you need in the moment. And I thought, well, then we’re a new coyote. We’re not a very old coyote. We’re a, we’re a brand new one. So that’s why I named us New Coyote. Lots of levels. Yeah. Again, Marina Martinez Bateman Ceo at New Coyote consulting. Marina. Thank you very much. You’re welcome. Thank you so much for having me on. You’re welcome too. Next week, Tony will pick one from the archive. It won’t be the fermentation show with Sandor Kraut. If you missed any part of this weeks show I beseech you find it at Tony martignetti.com were sponsored by donor box, outdated donation forms blocking your supporters, generosity. Donor box, fast, flexible and friendly fundraising for your nonprofit donor. Box.org. Our creative producer is Claire Meyerhoff. I’m your associate producer, Kate Martinetti. The show’s social media is by Susan Chavez. Mark Silverman is our web guide and this music is by Scott Stein. Thank you for that affirmation. Scotty be with us next week for nonprofit radio, big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for October 7, 2024: Grants Readiness & Success

 

DeaRonda HarrisonGrants Readiness & Success

DeaRonda Harrison helps you get ready to accept grants and shares strategies for successful grants research, writing and outcomes. Also, how to win grants quickly (it shouldn’t take years!); how to turn a one-time grant into multiyear funding; and her recommendations for grant research platforms. DeaRonda is the president of June First Firm.

 

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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.
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And welcome to Tony Martignetti Nonprofit Radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the pod father of your favorite abdominal podcast. Oh, I’m glad you’re with us. I’d bear the pain of gingival hyperplasia if I had to chew on the idea that you missed this week’s show. Here’s our associate producer, Kate with what’s on the menu? Hey, Tony, we’re serving grant’s Readiness and success. Dear, Rhonda Harrison helps you get ready to accept grants and shares strategies for successful grants, research, writing and outcomes. Also how to win grants quickly. It shouldn’t take years how to turn a one time grant into multiyear funding and her recommendations for grant research platforms. Deanda is the president of June 1st firm on Tony. Seek to a special listener of the week were sponsored by donor box, outdated donation forms, blocking your supporters, generosity, donor box, fast, flexible and friendly fundraising forms for your nonprofit donor box.org here is grant’s Readiness and Success. It’s a pleasure to welcome De Rhonda Harrison to nonprofit radio for her first appearance. She is the founder and president of June 1st firm, a grant writing firm specializing in funding for housing, health care and workforce education. She’s responsible for awards totaling more than $45 million a member of the Grant Professionals Association. She served as Georgia chapter president for two years. Our company is at June first.com and you’ll find Deronda on linkedin Deronda. Welcome to nonprofit radio. Hi, welcome. Thank you, Tony for having me. It’s a pleasure. Glad you’re with us to talk about grants, the some basics of grants, some uh pro tips on grants. Talk about just uh why is, why is June 1st firm? Uh What uh I’m sure June 1st is a deadline type. Is that why June 1st? Is that why I pick the name? Yeah, I picked the name is actually my birthday. My birthday is on June 1st. Um and grants are driven by deadline. So that is actually a good, a good guess. But yeah, I just use my, my birthday as a business name and stuck with it for, for all these years. I love it. That’s very, it’s very personal, unique, excellent um uh listeners. I want to explain that uh associate producer, Kate and I had to record together uh before I learned the proper pronunciation of de Rhoda’s name. So you’ll hear Kate uh saying dear Rhoda. Uh That’s because nonprofit radio has a lackluster host, Miss guessed on how to pronounce uh Du Rhonda’s name. So that’s the explanation for that. You can blame it on me as much as I like to blame the associate producer. This one is not on her. This one is my own doing. Uh So Deronda, let’s, let’s just start, you have a grant ready checklist that I’d like to start our conversation with. What do, what do uh small and mid size nonprofits need to have in place to be uh grant ready? Yeah. So, um it’s actually on my website and I’m happy to send it and share it with you to share with listeners. But a lot of times people are ready to dive into grants. They’ll say I have my 501 C three. They got it yesterday and they’re ready to apply for grants. And I’m like, well, there’s a little few more steps that you need to take. So I have what I call a grant ready checks, checklist. A lot of other grant writers have them too just to give people a full overview of what a lot of proposals are asking for. Like, do you need to have a board list? You need to have like bios of your senior staff and a list of um a lot of your critical, you know, um financials and items and things like that. So we put together a list over the years and just what I’ve seen, especially doing a lot of federal grants, what’s required. So you can kinda have an idea of what, what you need to have in front of you to be ready to? Ok, so le let, let’s go into more detail. Besides your, you need to have your 501 C three, you need to have your board list. Uh What, what before we tick off more items? What about financials? What, what do you need uh assets and liabilities or a budget or what, what do you need? Yes, definitely an organizational budget. So what is the revenue that’s coming for your organization? Line items for each and what are your expenses? Of course, line items for each. So your organizational budget that total, that’s pretty much acts in probably 90% of grants. They’ll act specifically for your org budget. Um As your organization grows your financial audit. So um having a third party conduct an audit of your organization that’s done every year. Again, majority of your foundations and corporate grants are asking for financial audits. Um If you don’t have an audit, sometimes you can replace that with just your 990 year tax form. Um I’ve been seeing more now like the demographics, not just the board list like, but the demographics of your board like, what is that? Is that makeup of their ethnicity? Gender? Um Cause I wanna see that your board is a reflection of like the clients that you serve. So I’m seeing like more of those type of things, but I, you know, financials as stated, I’m looking at the list because I always don’t think of anything else you can cheat. That’s right. I don’t want you to back on the what? Oh, a list of funding sources. Like they’ll typically ask that a lot of banks wanna know that because they like to see who, what, like a lot of, you know, banks are competitive so they want to see who else is funding your organization. So a list of your other funding sources, that’s something that sometimes will come up. I tell people just go ahead start putting those things together. Um De I statements. Does your organization have ad E I statement? I mean, it’s just not, you know, on your website. That’s ok, but just sharing that as well. Um Strategic plan annual reports. So all those type of things that your organization needs to kind of have together if you work with a number of organizations where you do partnerships, very close partner partnerships, mo US or memorandum of, of understanding. Um Those are really big for a lot of federal grants. You need to have some mo US in place. So you can um submit those with your application. Interesting that they’re asking about the demographics of board members. I see that a lot with bank applications um like your wells and your Bank of America’s. Uh well, who else have I applied to? Like some of your banks that have the foundation arm, they d they, you know, for the most part, ask a lot about demographics. Oh, is it not so common with the private foundations. Not so much. Um, but more of your corporate corporate organizations. Ok. All right. That’s interesting. I would, I, I would have hoped that private foundations would be interested in diversity on the board also. They’re getting there but it’s more, much more prevalent with, like, your corporations. Ok. Anything else to be grants ready? Yeah. What else is on my list? Those are like the big ones. Um, oh, your organizational chart, like how people reporting to, of course, executive director being the head. Well, technically the board is in charge but your organizational staff and structure not just list all we have 30 staff members, but what is the, the set up the chart for that? How, who reports to whom and things like that? Um If you have multiple locations, a list of all of your sites and locations and their addresses and where they’re located. Um I’ve seen that providing a list of your physical locations. If you’re like a housing provider, you have multiple housing sites just having all that in one place. Where is everything located? So it’s interesting, you know, you had given the hypothetical like, you know, we got our 501 C three approval yesterday. All right. But you know, you don’t have a year of financials even to be, to be audited yet or you don’t even have any, any basis to have filed a 990 yet. So you, you’ve got to have been a nonprofit for, uh, I guess at least a year or a couple of a couple, 12 years where you’re gonna be eligible, uh, you meet the, meet the basic criteria it sounds like. And what I’m finding is a lot of people are, have been doing the work for some years or months or whatever that looks like. And then they, you know, get their paperwork where they’re officially a 501 C three. So they may have proof of concept if you will program information. Um but just having uh the financials is very critical. A lot of people use fiscal sponsors or something that people may not be aware of. But you can definitely have another agency apply for a grant on behalf of your nonprofit. And they are like the represent the representative of your organization. And you can, um there are some organizations that’s their business model. They operate like fiscal sponsors for other nonprofits and of course, the setup and all the different things are different, but that’s an option as well. And a lot of community foundations will do that. Yes, they act as fiscal sponsors to support your smaller nonprofits, smaller and younger. Ok, good point. Thank you. Um What, so we cover and we exhausted the, the grants ready checklist. I think. So. Overview. But yeah, definitely happy to share with anyone that wants to. Well, you just gave us the substance of it and it’s also at your site, June 1st fm.com. Uh, what if we, uh, well, let you know what, let’s start with the, the research because it’s important that you not be just throwing grants into the wind and without regard to what the, the foundation’s funding priorities are. So, let’s start with research. How important that is. Yes, it’s very, a lot of people will hire grant writer to conduct research just to find some organizations that they can apply to some foundations. Some corporations, maybe even some state funding opportunities, but they’ll just go and just do a general. These are all the opportunities that are out there where your research would be much more targeted specifically if you’re smaller nonprofit, mid-sized, um or younger nonprofit, there are funders who have a history of giving to like your size nonprofits. So your research should entail that it needs to include funders who have a history of giving to organizations with your same makeup, not just the program and services that you provide, but your same size. And um that’s so critical. And I feel like a lot of, a lot of times people miss that say, well, the big food bank is funded by this organization, but they typically do not fund smaller nonprofits. These certain, there are certain foundations and corporations that fund smaller nonprofits like community foundations. Some of your smaller local foundations may um fund smaller nonprofits, there’s even some bigger nonprofits or even being more intentional with having programs to fund um some of your uh emerging nonprofits. So that’s why I say your research needs to be very tailored and targeted. And um it shouldn’t be a list of hundreds of people that give, it should just be a very targeted list. I always say about 20 or 30 but it’s a very strong list where you should yield a good return on your investment and time. Yeah. Yeah. All your, all your resources you’re putting into this because it is time consuming as, as we’ll get into. Um, you make a very good point about uh not just researching programmatic funding priorities but type size, size of nonprofit or a number of years. You know, if you’re brand new and they’re only funding, you’re looking at a potential prospect that’s only funding established, like you said, established Food Bank, you know, you’re brand new. That, that sounds like a misalignment. So um ok. Um And what are some of the research sites that you use that you recommend? Yeah, I use research. People always ask, are there free ones out there? There are? But you have to kind of like piecemeal things together. Um But the ones that are paid that have everything in one place or like your candid or used to be foundation directory, I use that. I’ve been using it for many years. I’m just the most comfortable with it and it’s very robust and it brings everything up together. Um What you’re looking for, you can s um segment out your search. I really like it and then instrumental is a really good one as well. Um You can even uh segment out your search with instrumental to see like who has a history of giving to new funders. I mean, new organizations. So they’ll show like a percentage of the organizations that are renewing with them and the percentage that are brand new. I think that’s a very critical, you know, thing if it’s like less than 10 or even like 1% of brand new organizations that they fund, you know, it just may not be worth your time and energy. So, yeah, so I think that’s Curto. So those are some of my favorite. I really like instrumental and I like um Candid. Candid. OK. Uh What are some of the free ones that, you know, if we’re just dipping our toe in? You know, you, I know you said they’re not as good because you have to piece things together. But can you explain, share one or two of those and that is what is it? Explain what it is? You got to piece together? Yeah. So like, I mean, you can do, I’m signing for list serves a lot of people do that. Um So like your philanthropy news digest, um it’s free. You can just get, you can uh put in your program like if you wanna search education, they’ll send you all the upcoming education opportunities but it’s across the entire nation. Um, and then you could just see what’s upcoming, um, in K 12 education. Um, all the different segments. Uh, so many days you can break them down housing, um, environmental things like that. So, that’s a good one. you’ll get those email letters that will come directly to you and you can just check out and see what’s out there. Um, there are some more, that one was philanthropy News Digest. Yes. Yeah. PND. Yeah, we call it PND. And then um some other like maybe other free resources is looking for list service in your community, like with your state, if you’re, I’m in the state of Georgia. So signing up for opportunities that come through grant funding programs through your state, most states is your state.gov and seeing what grant opportunities are out there. So it’s a lot more um piece milling that you’ll have to do. But there are some like lower costs research tools like grant station um that you can check out as well. A lot of times when you’re part of like a membership organization, I know uh grant professionals um association or GPA if you’re a member of their um of that organization, grant station comes with the membership. Um I think Maryland nonprofits, I believe they have a free um the one of the benefit for being a member is like access to one of their research tools. So a lot of times people are already a part of these organizations and they’re just not taking advantage of those free free tools. What’s Grant Station about? What can you get there? Same thing. Um You can find locate funders that give to your programs and services. Like, like PND, you have to, you have to do more of the station is a real research tool. It’s not one that you necessarily have to piece meal. I just find that, um, Candid and like instrument are a little bit more robust than Grant Station. Um And neither Candid nor instrumental has a free version. They’re very expensive. Yeah. Ok. That’s what I’m trying to drill down. All right. Is Grant Station, is Grant Station less expensive than it is. It is. I don’t know off the top of my head, but it’s not as expensive as those other two. Yeah. Ok. All right. So just give, give them folks options. I understand. The premier is Candid and Instrumental. I remember when Candid was the foundation directory when it was, when it was the foundation center before it merged with Guidestar Found Center and Guidestar merged to form Candid. And pardon me, go ahead. Sorry. No, I was just saying that just happened a few years ago. Um Now when I was a foundation director, I remember you used to be able to go to um the affiliate libraries throughout the country and you could use the foundation directory for free, you know, in person you had to go to the, but they had a, they had, I think a couple of 100 affiliate libraries around the country and there was somebody who at that library was trained in foundation directory. So they would actually help you get started, help you with some, some of your early searches. Uh, but I don’t know that anymore. Yeah. And I’ve heard people say that it’s still the case. Honestly. I have not done that since prior to COVID. So I think that’s still an option. Um And because if you’re, especially if you’re in the metro area, definitely check out your local library. Get to your, to Tony’s point is you can definitely go to the library and pull up your research and take it back with you. Um And there’s typically like you said, someone trained there to assist you as well. Cool. All right. So maybe they’re still doing that. So, yeah, see if, see if you have, you can get free candid access uh in a local library because there, there used to be hundreds of them throughout the country. It wasn’t just like in, you know, 10 or 15. So. All right. All right, China give people uh resources. It’s time for a break. Imagine a fundraising partner that not only helps you raise more money but also supports you in retaining your donors, a partner that helps you raise funds both online and on location. So you can grow your impact faster that’s donor box, a comprehensive suite of tools, services and resources that gives fundraisers just like you a custom solution to tackle your unique challenges, helping you achieve the growth and sustainability, your organization needs, helping you help others visit donor box.org to learn more now, back to grants readiness and success. All right. So we now we have our list of you said like 20 or 30 or so. What if some of them say we don’t accept unsolicited proposals, you know, proposal by invitation only, something like that. You have a, you have a strategy for uh maybe getting around that or getting ahead of that. Yeah. Um What happens is a lot of times people like hone in on those for some reason for some odd reason when there are so many other organizations that don’t say that, especially when you’re just getting started. Don’t spend your time, energy and effort on those when they’re not, when they, you know, explicitly state that there are so many other opportunities that are out there and that are available. But of course, if those come up and you’re just like we’re a perfect fit. I always tell people to reach out to them. Of course, people will tell you, see if you have a contact, see if a board member knows someone, if someone can make an introduction for you. And yes to all of that, but I’m OK with sending out outreach on them during my research. I looked to see who the trustees are, who’s on their board of directors list and see where they work. And I find an email and I just introduce them to the organization. I help the nonprofits write up a what I call a email of impact to show them like the impact that they’re making in the organization and in their region, in the community that the funder is interested in and just see if we can have like a conversation. But um always see, of course, spend most of your time on the organizations that don’t have those limitations. And um but if you want to definitely reach out to those that state that I just say, send, send them a request, do you sometimes see that you, you get, you get some traction and you know that even though their policy is no unsolicited proposals, they’ll, they’ll still end up opening a conversation with you. Yeah, sometimes. Yes, sometimes. No. Um So I always tell people just let them tell you no, but give it a try. Um It seems to work pretty often. I it’s a certain things that you need to put in your email is not give us money or how can we get money from you? Of course, you want to really highlight your work, how it directly ties into what their interest is at the organization with the funder. So if you wanna write a, a message of impact an email that short and sweet people aren’t gonna read pages and pages of an email. So I always say like a three or four sentence email, highlight your impact needs to come. I always say, I believe it needs to come from the executive director to show them, you know that you have done your research and that you are interested in really having a conversation with them. And I really hope organizations draft that. Ok? And you probably also want to acknowledge, you know, I understand your policy is no unsolicited proposals just to show that you, you’ve done the basic research, you know, their policy. But, you know, uh I, I thought I would reach out nonetheless because I think, you know, we’re doing, you know, very impactful work in the community. We would like to, yeah, we would like to know how we could partner with you. I would love to learn more. Just we, we would even like to have a conversation to determine if it’s a good fit. If it’s not. That’s OK. So, yeah. OK. All right. Sometimes it works sometimes it doesn’t. But OK. All right. So the place you want to spend most of your time is not on those uh the unfriendly ones or I’m calling unfriendly ones, the unwelcoming ones, but all the others. Um Let’s talk about the importance of when you just at the outset, you know, following deadlines, following directions, page length, font size, sometimes emp emphasize all the, all that please. Yeah. And even going back to the point of the email, not really asking questions or addressing things or even if you get a phone call, not restating things that are already on their website asking, you know, thoughtful questions showing that you’ve done your research. Um And if there is something on their website that you’ve seen or you have questions about or you see what that type of programs and stuff that they serve, you may wanna just drill down or get more um, information about that. That’s ok. But definitely following directions. That’s very critical to being a grant writer, being a grant professional. If they ask for 10 pages, don’t send them 12. If they ask for a certain font, stick to the font that they’re requesting um even page, not just page limit but margins. What should be your spacing and things like that? A lot of times people miss a lot of those things, but I always say you look over it, have somebody else read the RFP to see what is required. So you can make sure that you meet all their requirements. Because if you don’t meet these basic requirements, they could just bounce you without even reading your thoughtful application, right? You gave 12 pages and the limit was 10, right? Isn’t, isn’t that a very good chance that they’re just not even going to read it and you wasted all your time and you didn’t even get a read. Yeah. And I’ve seen even some foundations say send us this only don’t send us anything extra. Like some people are like, well, let’s, let’s send them our annual report. You know, they didn’t ask for your annual report because again, they’re getting so, so much information and so much material, they’re not trying to be mean, they just want what they need to make a decision and of course, if they need any additional information, they’ll definitely follow up. But some people are so proud of their annual report and they wanna just blast it out to everybody. Um Even when they apply for grants, but if they didn’t ask for it, don’t send it. All right. So, and thank you, let’s, let’s drill down a little deeper, you know, and strategies for successful grant writing because now we’ve got our list and we know what all the requirements are for each of the individual applications and the timing, right? You got, of course, you got to meet the deadlines. Uh What are, what are some like pro tips for for you? You’re never gonna guarantee success. But, but giving you the best shot. Yeah, I always say answering the question, like sometimes people see the question and they put something in there that they feel they should share. But specifically, when their grant is asking you, how do you implement your project or program, how are you sustaining your work at your organization? Really answering the question Um I see, I’ve not only written grants but a reviewer seeing that people spend a lot of time energy and effort on other things that weren’t asked. So um you’ll hear a lot of people like, well, we only have so many words or so many characters to answer the question. Um How do we do that? And I always say because they want you to answer the question. So that’s always been my pro tip with um grant writing is making sure that you answer the question and the tip to that is whatever the question is, restate that in your application and start your application, start your answer with that, that that question and answer the question. Even a lot of the questions will have three or four questions really in one question. And one of my tricks is I take each question, I put it in my answer and I make sure I address it. And then of course, you know, I can delete the question out later but really making sure that you answer what’s being requested from you. OK. How about another one? Um Some of the pro tips I would say, of course, we talked about following directions, we talked about answering um the questions and a lot of times sometimes as grant writer, we kind of feel forced sometimes to make our program fit. So they’re saying they’re funding capacity building or, or they may be funding, funding other like items, but yours isn’t what you’re requesting. It truly isn’t a good fit and you kinda know that don’t try to force it. So we don’t wanna force a square peg into a round hole. We wanna make sure that it’s a good alignment, make sure that it’s a good fit. Um, if they state they don’t fund arts program or recreational, don’t try to make it fit. It was like, well, really, we do education when you always known and you’re known for art programming. So again, just making sure that it’s true alignment, unless the funder has told you differently, like we wanna fund your program, you can apply under this certain category. But if you haven’t given those, if you haven’t been given those instructions or directions, then don’t try to make it, make it work. You said you were a reviewer, what, what uh share that side of the, the this whole process because you know that that’s being on the reading side, the reviewing side, what’s, what, what’s that work? Like? What, what’s like, what’s going through your mind as you’re, as you’re reading an application? Yeah, being a reviewer. Um I did that earlier in my career, show me how some um grants or some organizations responded very well to applications. They wrote stellar proposals. It was easy to make a sale in the case of funds them. And then there was something they were really, really, really, really bad. So it really showed me like what is the ones that stood out to me? Why they stood out to me is because they got to the point when they um addressed the RFP that the organization showed that they were stable, it showed that they knew what they were talking about. It shows that they were um confident if you, if you will and the work that they were doing and the delivery, they showed outcomes and the impact that they were making. Those were the or the, the applications that stood out. So those are like things that kinda, I always keep in my head when, as I’m writing, but those that were not good, that were really bad. It just didn’t address anything that weren’t necessarily a good fit or they talked about their program in a way that it wasn’t understood like very um like if it was an art program, it was very, you could tell an artsy person wrote the grant to be no, no, no offense to my art people. But it was very, um it wasn’t just written in plain, plain language. And that’s another thing too. Sometimes we can use big words. But when we’re looking, you know, we’re all, you know, smart people. But when you’re looking at several applications and all these big words come at you and through an application, it kinda makes your eyes cross always um write what I like, how I would like to read. So it’s always very easy general language, I try to say like on 1/5 grade level, 3rd, 4th, 5th grade level, keeping it easy, simple to understand. Cause of re when you’re reviewing, you review multiple application and you want to help them get through it as quickly as possible. When you may keep the reviewer happy, they’ll score your application high and that increases your chances of getting the grant. So that taught me that on that side and I encourage any grant grant writer to be a reviewer. So you were a program officer. Uh It sounds like, well, I just like they have to have volunteers to like community foundation, these volunteers to review grant applications. So you can just volunteer, your department of Education needs uh reviewers to review applications. So you can just definitely volunteer. And then when a reviewer or, or even a program officer, I think in, in in private foundations likes likes a proposal thinks that it merits funding to walk us through the process because you, because I think your job as a grants writer, I don’t mean you, you know all of us as grants writer, our job is to help the the reader or the program officer to like our application and then be an advocate for it. So talk about, talk about that process on the on the funding side. How that, how, how, how, what, what the next step is for that reader or that program officer when they like something. Yeah. When they like something, um, to my point earlier, they are like, they understand your programming. If they get done reading your, even if it’s just like a short lo I three or four pages or two pages and they’re still think the information was there. But it may have been like a lot of questions that came up. Like, how is that? L O I now, I have to stop. I just want to say loi I don’t want you to be in drug in jail. Oh, sorry, explain, explain uh uh explain what everybody knows what lo I is. Yeah, lo I is typically before you actually submit a full grant application, some funders ask for an LO I or a letter of intent or a letter of interest and it’s a shorter grant application which is about 23 pages, maybe four and it’s literally like a letter, you know, you have your introduction page or a cover page and then you go into your um summing up your programming services. So um that’s typically an introduction. I always say it’s like an introduction to your program before you get in that invitation to apply, which we were talking about earlier. OK. Thank you. You’re out of Jargon jail. So that I know that’s what I just want listeners to get it all. So. Alright, so I interrupted you with the Jargon Jail, but you were talking about what, what, what that read or program officer is going to do if they like an application or an lo I, yeah. And, uh, for the most part I haven’t been an official program officer but just like, speaking from my reviewer, like, you know, you know, how they work and honestly, yeah, with foundational corporations it’s typically like a relationship. They need to, you know, at least have heard of your organization. Um, they’re not gonna tell you that but that’s the truth. Um And of course your um application needs to be um uh a good, a good application it addresses, I mean, I’ve seen some very well written applications, they didn’t get funded and then some that were not because they had a relationship that were funded. So more on your corporate and foundation is more about relationship. Government is addressing all the elements within the application within the RFP. So government is, you know how you’re gonna be scored, they show you how, what, how many, um how many points each section is, is going to receive. Um And I really like that cause I go into the proposal knowing what we want to highlight and make sure they score really well and they tell you exactly what that is. So you always say you wanna get in the mind of the reviewer and look at the, how they’re evaluating that application. And then in the case of a program officer in a, in a foundation, they’re going on to be an advocate for your for your proposal, right? To the, to their, their, uh, their supervisor or maybe the board depending on the size, right? So, you’re, you’re trying to help them be an advocate for you? Yes, that’s correct. So, um, a lot of times they’ll say this application was so, you know, clear, it was easy to understand you address all the bullet points. So it was easy. I’ve heard them say it was easy for me to advocate for your organization because you all did such a great job in your application and the great job means you address the thing that they asked you for. And it was easy to understand. And sometimes we think what we’re saying is clear and easy to understand and we know our program. So I that’s why I always encourage people have another set of eyes, someone that’s outside of your organization, someone that’s not close to read it. Cause a lot of times you think what you’re saying makes sense, but it may not just to a general audience. So I always, I highly encourage people to have someone else read over their programming services or get a quality um writer or grant writer to put you together some boilerplate language, what you can use in a lot of your, you know, applications moving forward if you um don’t have the capacity or the funds to bring on someone on a like monthly basis, look into bringing on like a potential like putting together boilerplate language for your organization, something that you can just copy and paste over. You may have to tweak it a little bit, of course, from application to application. But bringing in like those outside set of eyes and a professional to write your programming and services because you have assumptions about the work that you do, you do it day in and day out and you understand it uh intimately and you’re written proposal may have gaps that are based on something you understand and everybody who works for you understands. But that’s to your point, you know, get somebody from outside the organization, make sure your application makes sense. Tells a story. OK? What if you have something that’s hard to measure the impact of like maybe it is an arts program or even even, you know, some, some grassroots service, you know that you’re providing, whether it’s domestic violence or housing, you know, the, the outcomes can be hard to track the impact. Well, there’s outcomes and impact the impact on people’s lives can be hard to track. You might lose track of them after they, after they are no longer receiving your service. How do you answer those impact questions that are inevitably going to be on an application? Yeah, that’s a, a very popular question. I always tell people it’s not hard to track any impact. Anything. You have observations, you have anecdotal um observations. You can definitely address that and you’re not tracking people, once they’re gone, you’re tracking them while they’re in your program. So, if your program is a year, what ha what is, um taking place after three months, what’s taking place after six months? So you’re collecting all this information on a consistent basis. And that’s where a lot of nonprofits struggle with. They’re just doing the work and not evaluating the programming, getting feedback. The feedback is critical surveys for participants. Um Of course, they can be anonymous and getting their feedback on how this program is making a difference. And of course, you have those specific questions and I’m not an evaluator. I can’t give you questions off the top of my head. But there are um your uh evaluator or strategist that will help you come up with questions to put on your surveys to help you get that information because you need to be collecting this while people are in your program. And of course, once they leave, if you can um get collect information to see what the impact like a year later, um you can just say so many people that out of 30 people that we serve, about half of them responded and they self reported these items. This is what the impact that they they’re showing. Of course, that’s all you can, you know, collect once they’re no longer in your program or things like that. But there’s always something that you can highlight. There’s always impact that you can make even with, you know, art programming, you can tie that a lot of times, especially if you’re working with students to education, with adults, how that is improving their confidence. They’re even going into job interviews. Um Being a part of this program has increased their um their self-confidence and their self worth. So you can definitely collect impact information. A lot of it may be a bit subjective, but even if it is, that’s still, that’s still data. OK. Valuable. It’s time for Tony’s take two. Thank you, Kate. A very special Tony’s take two. This week we have a listener of the week who have, I never had a live listener of the week. I’ve always just announced who they are. But this listener of the week is with me, we inspired her to start her own podcast, not a nonprofit podcast, of course, because if it was a nonprofit podcast, we wouldn’t even be talking about this. And it’s someone who is a dear friend. I have known her since 1984 when I was in the air force with her husband. Her name is Martha Shoals. Please welcome. Here’s Martha Scholls our listener of the week. Welcome, Martha. Thank you, Tony. Here. I am the other 2%. 30 percent. No, no, you’re, you’re, you’re, you’re a frequent listener of the show and you told me that listening to nonprofit radio through all these years, um, inspired you to start your own podcast. So tell tell us about your, your practice and your podcast. Well, I am a life coach and, um, I li have listened to you for years and it’s like talking to a, to a friend. It’s like you’re right there. But the information that nonprofit radio gives out goes beyond nonprofit and it really, uh, I have having my own business and that this podcast that you are the pod father of reaches a lot of people. And so it is a platform that I felt ready to, to tackle. So you have inspired and trained. Well. Congratulations. So your, your podcast is the connected heart and you have a co-host, I do and you have four episodes so far, right? And all right, you’re the target of 10. All right. That’s I got carried away. Now. Don’t get, don’t get overly ambitious. Ok. No, you’ll get, you know, soon enough, you’ll have 50 then 100 you’ll see, you’ll see it comes together. So, uh I wanted you to be the listener of the week because first of all, I’m a guest in your home. So, if I didn’t make you listener of the week, I might have, might have had to get a hotel in San Antonio where I would have made you pay well, I would have got a hotel before I paid you. Uh I’d rather be at a Marriott than, than paying you. So, uh yeah. So you, you shared with me on this visit that, uh, nonprofit radio inspired you to the Connected Heart Podcast. And, uh, I shared some advice with you and, uh, I wish you and the Connected Heart Podcast. Lots of luck in your, in your life coaching practice. And, uh, and in the podcast. Thank you, friend. All right. Thank you, friend. Thank you. Thank you for letting me stay. It’s a pleasure to see you after several, many years, we’ve been, we chat a lot, but I haven’t actually seen you for like eight or 10 years to Martha Scholls our listener of the week. That is Tony’s take two. Ok. Well, it’s nice that and thank you for giving my uncle a place to stay. I’m sure he’s difficult, you know. All right. Let’s not a lot of people getting carried away now. Difficult. I think I’m an ideal guest. You’d be, you’d be amazed what a good guest. I am low. I call myself the low impact guest. I would say high maintenance, but that’s just me knowing you all my life. All right. You don’t. All right. And, uh, Ted and Martha, Ted is Martha’s husband. Uh, both say want you to say hello to, uh, to your dad. I, I will, I will. Ok. Well, we’ve got buu but loads more time. Here’s the rest of grant’s readiness and success with dear Rhonda Harrison. Do you have some advice on, uh, on winning grants quickly? You know, you say it shouldn’t take years. What what, what’s in, what’s in there? Yeah, I’ve even heard grant writers, like, I’ve been writing for this organization as a volunteer for over a year and I haven’t won that many grants and I was like, well, that’s probably the reason why, um, you’re volunteering your own. That’s the wrong question. Yeah. So, um, but yeah, it shouldn’t take, I would say it shouldn’t take a year, especially if you’re submitting grants on a ground. Of course, you just submit two grants in one year. Ok. Yeah, but if you’re submitting grants on a consistent basis and then a consistent basis is like two or three grants per month, I, I think that’s a lot. Um There’s some like a larger organizations that are doing five plus grants that’s like uh actual application and report some months just depending on deadlines, sometimes how they fall. I worked in an organization one time we had eight actual projects in one month, one month, it was 10. I mean, that’s a lot that’s excessive. Some months, the deadlines just fall like that. And then some months you may only have about two or three. But I say you’re submitting about two or three grand applications over a year. You should have won something like I would say at least about 30%. So you wanna make sure that it just shows that you’re not positioning the organization in the limelight or you’re not applying to or to funders that have a history of giving to nonprofits of your um nonprofits like yours or you may not be doing any cultivation. I don’t encourage any of my clients when they work with me. We don’t submit code applications. We always try to do what I call a warm up, which is back to those warm up emails. We cultivate the client to cultivate the funder um try to introduce them to our organization. So when we submit a grant, that’s not the first time that they hear about us. So it shouldn’t take you that long. That just means you’re missing critical components when applying for grants. And a lot of times it’s cultivation, say more about that cultivation. It sounds like you’re trying to, you’re, you’re building relationships before you’re submitting an application. So you’ve identified that you’re 20 or 30 but you’re not, you’re not going right to OK. What’s their, what’s their deadline? Talk about the cultivation relationship building part. Yeah, you definitely want to reach out to a lot of the foundations, especially if you have like I use what I say, candy list all the trustees. That’s why I love candy so much. It list the trustees. It list the board and I am with all the tools and resources we have on the internet. Now, you can find where they are and if they don’t have their contact information on there, find out where they work and reach out to them to um introduce them to your organization, invite them to have a conversation with your executive director. If they’re local meet for um have a meeting, meeting in person, invite them to your nonprofit. If it’s like a programmatic, you’re serving students. A lot of times, some people’s work, a lot of the times people’s work speaks for itself, getting people out there to see what you’re doing and the impact that you’re making, um it can speak for itself. So just asking people to come out invitations, inviting them to events that you’re having, where you’re showcasing the talent or showcasing the students showcasing the work that they’re doing. Um I always encourage people just to act, I mean, they say no, they, that’s ok but just ask, ask the question. So just like how you will cultivate, meeting a new person, making a new friend. It’s just as those same general practices, there’s nothing really different about it because it’s a for a grant. I love the idea of inviting somebody, board members or, or officers, whatever program folks to come and see the work being done. You know, if it, if it, if you’re all local and same city, you know, come, come see, you know, we’ve got, we’ve got an Adoption Day, maybe it’s a Pet Humane Society. We’ve got Adoption Day coming up, come see the excitement, you know, the kids getting their, getting their kittens and the animals going to good homes and how we screen for that and the care that we give the animal before the family leaves with them, you know, to see that, you know, I think we might take our work for granted because we’re just so accustomed to it. Like I was saying, day after day, but to an outsider it can be enormously, you know, moving. Exactly. Yeah. And a lot of nonprofits put on events, like three or four events a year. Like, that’s the thing you should be inviting your, um, constituents to. I know a lot of time we invite the people that we always invite, but also invite others as well. That may have never even heard about your organization. This is all to get the funder familiar with, at least your name, even if they never come to, they never come to any event. No, the, the, they, like you said, name recognition, they, they’ve heard of you before, the application. Exactly. They’ve heard of your organization before you submit that grant application. Ok. And you see this making a difference. It does, it makes a difference. Um, and it could just be nurturing over a year or two. You know, it may not just happen immediately but it’s um, part of all the nurturing, building relationships and building a rapport with finders. Yeah. Ok. Yeah. It, I think as you were suggesting it’s very similar to individual fundraising, right? Your first meeting, you don’t ask for a gift, you’re cultivating the person to and then developing a strategy and reaching the solicitation stage. But that’s, that’s not step one. Absolutely. Ok. That’s interesting. I’m not sure a lot of folks think about that relationship building or at least trying, at least trying with funders with institutional funders. Awesome. Awesome. Yeah. Um You uh you also have advice on turning a one year gift into multiyear funding. What’s your thinking there? Yeah, some, if you’ve been funded by an organization multiple years, instead of having to come back every single year to submit an application to benefit, not only the nonprofit, but the funder um ask them about a multiyear. So they give you 30,000 every year, 25,000 every year. Can you um ask the question, say, can we um consider a 50,000 multiyear Twoyear grant award? And we’re happy to report on that at the end of each year, every year similar to how we’ve done before, but to eliminate the administration task on, on your end, I know you all are, you know, small staff, a lot of your foundations are um we would like to see if we can enter into a multiyear a gift or a multiyear opportunity. A lot of funders have moved away from it because they, you know, they’re very uh the budgets are uncertain from year to year. But I always say, ask the question that could be something that they’re open to entering into. I’m just going back to building relationships, asking people to come out, um asking people to um, meet you, even if it’s just a virtual meet up, asking them for a multiyear um gift. It’s, these are for funders you’ve already have like that relationship with and they have a history of funding your nonprofit. Um, especially year after year. Ask them about a multiyear two year. Even if you’re bold enough, ask for a three year, they give you 30,000 every year, ask for 90,003 year gift. And that was, that’s, those are huge. We love multiyear funding. It saves a lot of time. You can do planning. Of course. Now you can do a two or three year plan around that funding program. Not just year to year. All right. So that’s good. Thats the question. Ask the question. II, I have no problem. I, you can, uh, there’s a coach. She says you need 100 nos in a year. She, she, she encourages her students to get to 100 nos and the gift in that or the beauty in that they never get to 100 nos. I actually get a more yeses because they ask the question. So I just tell people to do the same thing. Just ask. I always say with individual fundraising six nos. And you’re halfway to a Yes. Yeah. Yeah, absolutely. I like the 100. You get to 100 because you’ll get a lot more yeses before you get to the 100 nos. Yeah. And it’s not, they’re not rejecting, you don’t take it personal. I know what a lot of people do they like. Oh, no, they told me. No, it’s not. You. That’s just they have limited funding. Just like the nonprofits do. They only have so much money in their bucket that they can give out. It’s not that they think your program or you are terrible. It’s just, they can only do what they can with what they have. How about, uh grants.gov? You have a lot of experience there and I think it can be daunting to folks if they’re looking at their first uh federal grant. What, what, what advice do you have when you like, open the page and you’re overwhelmed. Yeah, a lot of people come to me for federal grants and they were just like, I’m not about to spend any time trying to find an opportunity. So they’ll reach out to me to do the grant research just for federal grant opportunities. Of course, everything is um in one place on grants.gov, but a lot of your states have public funding opportunities. So, um, they’re also enlisted me to locate and find state funding opportunities, um because they’ll say, well, we heard about this thing out there, this bipartisan bill that’s funding our program and services that we know that other organizations are being reimbursed for training young adults in these certain types of program. But we’re not taking advantage of that. And we know that’s a state funded opportunity. So we wanna know like what to do, how to be a part of that? Do we qualify? Do we fit? So um we could definitely um take advantage and see what opportunities are out there. But just with a quick search on grans.gov, I always tell people to go on grans.gov, create an account and put in the um search category, your area of interest. So if it’s environmental mentoring, you can be very specific as mentoring. Um try not to be so general education is so broad, but just be specific within education. If you have like a, you know, like I said, a mentoring program, um if you do things with like youth and um young adults or you serve adults that have intellectual developmental disabilities, listing those type of disabilities, whether that’s autism and things like that. So just type in autism and see what types of programs come up in grants.gov that are being funded. So be, you know, very specific. It’s, it’s possible if you just wanna start out entering one word, so you don’t feel too overwhelmed, start there and seeing what’s what’s available. And then in the federal grants process, is there advice that’s specific to that, that, that we didn’t talk about in the, in the overall grants process? Yeah, it’s very similar. Just making sure that your grant rating a lot of it for federal grants is another level of grant readiness. Like you you definitely will need to have an audit, not just a 990. Um And you wanna typically, you wanna already have um a history of winning grants, private grants. So like if you’re already bringing in, I don’t know, 255 $100,000 in your private grant funding, you wanna leverage that for your um federal grant opportunities, you typically, we may already have a grant writer on staff, but they just don’t have the capacity energy time or effort or know how to pursue federal grants. So those are just like I always say, like my checklist, quick checklist for those of organizations, like, are we ready for federal grants? So you wanna already be bringing in grants um, typically have some type of fundraiser at your organization, whether that’s a director of development or a grant person to manage the grants and you, um you definitely wanna have an audit in place. Can’t the reporting for federal grants sometimes be burdensome? Yes. And that’s a part of my, like once um organizations do work with me, that’s a part of our review process. We found this grant opportunity is a good fit. We wanna pursue it. Part of that review is the reporting and the compliance. Is it worth the time energy effort if this grant is just say 100,000, over two years, which is $200,000? Is that sounds like a lot of money? But is it gonna are we gonna spend more time and staff time doing the reporting on this grant than it would be the effort to actually apply for it. So that’s a part of that review process as well. Some, some, um, um, grants, you only have to report once a year. Some of them they want monthly reports. Court. I’ve seen them all across the board. Um, I’ve seen monthly, which is a lot. So again that those are just things to take into consideration when applying. So, yeah, that’s a great question. Sometimes they’re so burdensome that it’s not worth applying, it’s not worth it. And that’s something that organizations make the, make the determination, we determine that, um, or we’ve, we’ve gotten funding from them in the past, I’ve seen that happen. We’ve gotten funding from this organization in the past. It wasn’t worth it and we’re not going after it again. But you alluded to earlier. I wanna pull on a little bit more the, if you have difficult, uh, programs to, to fund, you know, uh, is there specific advice? I mean, beyond doing careful research? So you’re not, like you said, you’re not expanding an arts program into education when it’s really, it’s really an arts program. But if you have a difficult to, to fund program, what is there specific advice you have around that? Yeah, a lot of times people try to make grants, their thing when, um, you should be as a grant, professional like this is how I get paid. But nonprofits, every nonprofit shouldn’t be pursuing grants. The number one source of income or revenue should be individual donations. Um So you should be promoting your services in that manner and tracking your ideal, you know, funders. I know a lot of nonprofits are state or county funding. That’s where you get a lot of their money. But if you’re generally just trying to raise money for your organization, you should definitely um be pursuing individual donations, your major giver, your major, um you know, major gifts and things like that. Um And then building off of that, if you say your program is difficult, difficult to fund or difficult to explain or, or maybe is difficult to get funding from grants and grants may just may just not not be your thing and that’s ok, you definitely wanna pursue funding in other areas. And you also mentioned uh affording a grant writer or you know, what if I mean, obviously there are consultants like you who can, who can do this. Uh You also mentioned the idea of having someone write language that you can use and tailor, you know, throughout your grant writing. And then, you know, maybe every year or two, you, you just update that, that, that sounds like very good advice. You could hire somebody to just do like a discreet project for you to uh what else? How else can you leverage uh what the, the expertise that’s out there. If you can’t afford a, you know, if you can afford one, like a grant writer on a consistent basis, like every single month paying them, I say, um, you can bring them on board for uh, a smaller project. They’re gonna do the, say the next three or four grants for us and we’ll take those grants and take them moving forward. You can just hire them for a project, um hire them to develop some bowler plate language for you. Um hire them to work closely with your organization to train staff to uh pursue federal grants or, you know, just be to, to pursue grants period. So the training is an option or you can just bringing them on for like project support. I always tell um organizations to consider a training program, not just sign up for a grant training program, like a webinar uh self or like on demand, but like actually bringing someone on for a short period of time to work with you to train up your organization. They’re not gonna be doing the grants for you, but they’ll be guiding you and that helps with um keeping the cost down because the grant writer isn’t doing the those grants for your organization on behalf of your organization because of course, that, that, that costs more. Are you seeing more funders now paying for some of the overhead that goes along with the project or program that they’re funding like technology, uh, you know, maybe salary or partial salary. Are you, are you seeing a move in that direction? Like over the past five years, even just recently? I actually am. I’m seeing organizations understand it. Take staff to do this work so they understand they’re like, wow, like novel idea. But yeah, they’re funding, um, your overhead and I’m just seeing like general operating, general operating funds so you can use those funds as needed. Um, I just talked to someone who’s inquiring about services. She was like, we’re looking for more general rating that she’s like there’s more project, um, funding than there is general operating. I said actually it’s not, it’s, it’s, it’s a lot of general operating grants out there. So, um, if you’re not seeing them again, that’s because you may just not be, you’re just not because it’s not what you do and not your expertise, you may not know where to go, but there are a lot of general operating funding opportunities available. Ok. That’s very good to know. Um, and then just, you know, to sort of wrap up, what do you see as the future? What do you, where do you think, uh, grants, the institutional funding is, is headed? What do you think changes we’re gonna see? What do you expect? Yeah, a lot of trends that I’m seeing now, one of the big trends I’m seeing now is organizations funding groups or coalition. So, um I’m a nonprofit A I do this work and our clients also need this other service. It’s not what we do, but we partner very closely with nonprofit B to deliver that service to our clients. So in order for our clients to get the holistic experience and um making sure they don’t get gaps in services like they have housing, but our clients aren’t able to keep their housing because they have health check challenges. We partner with a healthcare organization, healthcare agency that specializes in serving vulne vulnerable populations, vulnerable people to get them the resources and health care services, health and wellness that they need. So, funders are funding groups or coalitions. When you go in as a group, um in a grant application, they really like that, they see their dollars being, you know, spread out more effectively, they’re seeing a greater impact. So I encourage um nonprofits to consider going into some of these grant applications instead of competing against each other. Going as you know, a group select a fiscal sponsor. I don’t know how you’re gonna do that, flip a coin, do whatever you need to do, it just increases your chances success. A lot of times people just go with whoever is the bigger organization who has the um the largest budget. But sometimes it could just be a capacity issue. If somebody has the capacity to manage the grant, I really encourage people to go into these grant applications, especially if it’s like a big multiyear funding going in as a coalition. So that’s a big one. OK. Anything else? Uh you see trend wise? Um I of course, a I is really big people taking advantage of that. Um There’s the concern of replacing grant writer. I don’t see that happening, but I can see like us being able to utilize it to enhance um the way we work. Um like leveraging A I, what that looks like. I don’t know what this is point is still kind of new we’re learning. But um that’s something definitely I can see taking advantage of learning how to utilize it ethically um to enhance the programs and services and our services that we deliver to our clients and even our nonprofits are utilizing it on their end as well. Thank you very much, De Rhonda Harrison. Thank you her firm uh that she’s founder and president is June 1st firm at June 1st firm.com. You’ll find Deronda whose name is not pronounced Deanda. That’s the, that was the Italian in me, Italian. You pronounce all the vowels. So I must be Deanda bad. Um Deronda de Rhonda Harrison. You’ll find her on linkedin. Thank you very much, Deronda. Thanks for sharing. Yeah, absolutely. Thank you, Tony. I enjoyed it. Pleasure. Next week. Your one page strategic plan with Veronica La Finna. You missed any part of this week’s show. I beseech you find it at Tony martignetti.com were sponsored by donor box. Outdated donation. Forms blocking your supporters, generosity, donor box, fast, flexible and friendly fundraising forms for your nonprofit donor. Box.org. Our creative producer is Claire Meyerhoff. I’m your associate producer, Kate Martinetti. The show social media is by Susan Chavez. Mark Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation. Scotty be with us next week for nonprofit radio. Big nonprofit ideas for the other 95% go out and be great. All right. Uh, I’d like you to record the, uh, rerecord, the, the second, uh, donor box block because you cut out a little bit. Some. Sometimes it’s fine on the recording, but since we’re not sure, just go ahead and do it again. Just, we’re sponsored by Donor Box.

Nonprofit Radio for September 30, 2024: AI, Organizational & Personal

 

Amy Sample WardAI, Organizational & Personal

Artificial Intelligence is ubiquitous, so here’s another conversation about its impacts on the nonprofit and human levels. Amy Sample Ward, the big picture thinker, the adult in the room, contrasts with our host’s diatribe about AI sucking the humanity out of nonprofit professionals and all unwary users. Amy is our technology contributor and the CEO of NTEN. They have free AI resources.

 

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And welcome to Tony Martignetti nonprofit radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the pod father of your favorite abdominal podcast. Oh, I’m glad you’re with us. I’d suffer with a pseudoaneurysm if you made a hole in my heart with the idea that you missed this week’s show. Here’s our associate producer, Kate to introduce it. Hey, Tony, this week A I organizational and personal artificial intelligence is ubiquitous. So here’s another conversation about its impacts on the nonprofit and human levels. Amy Sample Ward, the big picture thinker, the adult in the room contrasts with our hosts, Diatribe about A I sucking the humanity out of nonprofit professionals and all unwary users. Amy is our technology contributor and the CEO of N 10 on Tony’s take two tales from the gym. The sign says clean, the equipment were sponsored by donor box, outdated donation forms, blocking your supporters, generosity, donor box, fast, flexible and friendly fundraising forms for your nonprofit donor box.org here is A I organizational and personal is Amy sample ward. They need no introduction but they deserve an introduction. Nonetheless, they’re our technology contributor and CEO of N 10. They were awarded a 2023 Bosch Foundation fellowship and their most recent co-authored book is the tech that comes next about equity and inclusiveness in technology development. You’ll find them at Amy Sample ward.org and at Amy RS Ward. It’s good to see you, Amy Ward. I do love the Pod Father. I know it makes me laugh every time because it just feels like, I don’t know, like I’m gonna turn on the TV and there’s gonna be like a new, new, new season of the Pod Father where we secretly, you know, follow Tony Martignetti around or something. We are in season 14. Right? Yeah. Um Yes, I appreciate that. You love that. It’s, you know, you like that fun. So uh before we talk about um the part of your role, which is the, the technology contributor to N 10, uh the technology, the nonprofit radio and we’re gonna talk about artificial intelligence again. Let’s talk about the part of your life that is the CEO of N 10 because you have uh have you submitted this major groundbreaking transformative funding federal grant application? Yes, we submitted it last night three hours before the deadline, which was notable because I, I know there were people down to the, the minute press and submit. No, we got it in three hours early to what agency um to NTI A they had, this is kind of all the work that rippled from the digital Equity Act that was passed in Congress a couple of years ago. And, you know, now, you know, better than to be in Jargon jail. What is NTI A, it sounds like an obscure agency of our, of our federal government. It’s not, well, maybe to some listeners it’s obscure but it is, um, the National Telecommunications and Information Administration. And you, I think that’s obscure to about 98.5% of the population, you know, I think I, I think I’m obscure to, you know, uh being obscure is fine. Um Yes, the National Information Administration and um prior to this uh grant um from the federal level where folks from all over were applying, every state was also creating state equity plan, digital equity plans. Um What funds might be available through the state funding mechanism to support digital equity goals. But a lot of those at the state level are focused on infrastructure, like actually building internet networks to reach communities that don’t have broadband yet, you know, things like this and so very worthwhile funding endeavor. I mean, we need, we need to have 100% of the population needs but even with those state plans and the work that will come from them and the funding it will not, we are not about to have every person in the country have broadband available to where they live, right? Ee even with all of this investment, it, it’s not gonna reach everyone and that means that the amount of funding within state plans for the surrounding digital literacy work, digital inclusion work, you know, making sure people know how to use the internet, why they would use it have devices. All those other components is gonna be really minimal through the state funding because even if they used all of it on infrastructure, they wouldn’t be done with that, right. So um the federal government, yeah. So, so the kind of next layer in all of that is this federal pool where they’re anticipating grant making about 100 and 50 grants somewhere averaging between five and, and 12 million each. There’s gonna be exceptions, of course, there’s ma there’s big cities, there’s big states, you know. Um but though all those grants will be operational from 2025 through 2028. So four kind of concerted years of, of national Programmatic investment. Um And these are projects kind of on the flip side, those state projects where this isn’t necessarily about infrastructure and, and building networks or even devices very much, right? It’s mostly the infrastructure programming and you’re asking for a lot of money. So tell, you know, share the, share the numbers, what you’re looking for, how much money. Yeah, we’re our project in the end I think came out at about $8.2 million project and we’re hopeful, of course. Um and I’m, I’m truly curious, um listeners who are always tuning into nonprofit radio from like fundraising strategy perspective. I’d love to learn from you or, you know, email me at Amy at N 10 anytime I’d love to hear your thoughts when you listen to this. But you know, N 10 is a capacity building organization is we, we don’t apply for grants often because quote unquote, capacity building is not considered a, a programmatic investment to most funders, right? And so it’s just not something that um they will entertain an application from us on. And but with this, we have already run for 10 years of digital inclusion fellowship program that is focused on building up the capacity of staff who already work in nonprofits who are already trusted and accessed by communities most impacted by digital divides to integrate digital literacy programming within their mission. Are they a housing organization? Are they workforce development? Are they adult literacy, you know, refugee services, whatever it is, if you’re already serving these communities who are impacted by digital divides and you’re trusted to deliver programs, well, you don’t need to go have a mission that’s now digital equity. No, you digital equity can be integrated into your programs and services to, to reach those folks. Um And so we’ve successfully run this program for 10 years and had um you know, over 100 fellows from 22 different locations around the US and have seen how transformative it’s been. These programs have been sustained for all these years by these organizations, they now see themselves as like the leaders of the digital equity coalitions in their communities. They, you know, fellows have gone on to work in digital equity offices or, you know, organizations et cetera. So it feels great, you have tons of outcomes from a smaller scale program and the grant is to scale up, scale this thing up. Yeah. Yeah. So instead of, you know, between 20 to 25 fellows per year with this grant, we would have over 100 a year. Um And that also means that instead of, you know, if there’s only 20 fellows and maybe we can only cover 20 locations while with over 100 we can cover or at least give opportunities to organizations in every state and territory to, to be part of this kind of capacity building opportunity. All right, it sounds, it’s, it’s huge. It’s, it’s, it’s really a lot of money for N 10. Um uh It, it falls within the range, I guess a little, no, it’s like right within the middle of the range, you cited like 5 million to 12 million, you said? So, yeah, exactly. So our, our application is kind of in the middle there. Yeah, slightly to the low side of middle. But, you know, we just call it middle, between friends. Um Yes and I mean, we’re hopeful, knock on wood, we’re really hopeful that this is an easy application to approve because we’re not creating something new we’re not spending half of the grant in planning. We know how to run this program. We’ve refined it for 10 years. We know it’s very cost efficient, you know, and in the end of four years, 400 plus organizations now running programs that can be sustained is accelerating towards, you know, addressing digital divides um versus, you know, a small project that just end 10 runs. All right, listeners, contact your NTI A representative, the elected person at the National Telecommunications and Infra Information Information Agency. Yes, speak to your uh Yeah. Yeah, let’s get this. Let this go. All right. When do you find out when? Well, you know, there was very clear information about down to the minute when applications were due, but there’s not a ton of clarity on when we will find out. So, you know, they are, they are meant to programs that are funded are, are meant to get started in January. So I anticipate we’ll hear, you know, in a couple of months, of course, and I will let you know, we’ll do an update. I’ll let you know you have my personal good wishes and I know nonprofit radio listeners wish and then good luck. Thank you. I appreciate all the good vibes would reverberate through the universe would be a transformative grant in terms of dollar amount and expansion of the program. Transformative. Yeah, 100% and staff are just so excited and hopeful about what it could mean for just helping that many more organizations, you know, do this good work. So we’re really excited and I admire intend for reaching for the sky because you have like a 2 to $2.5 million budget, annual annual budget somewhere in there. Um And you’re reaching for the sky and great ambitions uh only come to fruition through hard work and uh and thinking big. So thank you, even if you’re not, I don’t even want to say the words if you know, they should blunder if NTI A should blunder badly. Uh I still admire the, the ambition. Thank you. And no matter what, it’s a program that we know is transformative for communities and we wouldn’t stop it even if you know, they make a blunder and don’t, yeah, don’t tell. All right. Listen, don’t tell your NTI A representative. You said, don’t share that part of the conversation. All right. Thank you for sharing all that. And thanks for your support. It’s time for a break. Imagine a fundraising partner that not only helps you raise more money but also supports you in retaining your donors, a partner that helps you raise funds, both online and on location, so you can grow your impact faster. That’s donor box, a comprehensive suite of tools, services and resources that gives fundraisers just like you a custom solution to tackle your unique challenges, helping you achieve the growth and sustainability, your organization needs, helping you help others visit donor box.org to learn more. Now, back to A I organizational and personal. Let’s talk about artificial intelligence because this is not anybody’s mind. I can’t get away from it. I cannot. Uh I’m not myself of the concerns that I have. Uh They’re deepening my good friend George Weiner, uh you know, has a lot of posts, uh the CEO at the whale who I know you are, you are friendly with George as well. Talks about it a lot on linkedin uh reminds me how concerned I am uh about, you know, just the evolution. Uh I mean, it’s inevitable. This, this thing is just incrementally. This thing. This technology is uh is incrementally moving, not slowly but incrementally. I I and I, I cannot overcome my, my concerns and I know you have some concerns but you also balance that with the potential of the technology, transformative techno, the the transformative potential there. I’ll throw you. I was just gonna say, I totally agree. This is unavoidable. I can’t, you know, I cannot go a day without community organizations reaching out or asking questions or whatever and a place of reflection or, or a conversation that I’ve been having and I, I wanted to offer here, maybe we could talk about it for a minute. So, so listeners benefit by kind of being in, in one of these sides with us in the conversation is to think about the privilege of certain organizations to opt in or opt out of A I in the same way that we had for many years, you know, talked about the privilege of organizations in or, or not with social media generally. Like we think about Facebook and we go back, you know, 10 years, there were a lot of organizations who felt like they didn’t have the budget and like, practically speaking and they didn’t have the staff, well, certainly not the staff time but also not the staff confidence. Um I don’t even wanna say skills, but like even just the confidence to say, I’m gonna go build us a great website. They had a website, like they had a domain and content loaded when you went to it, right? But it wasn’t engaging and flashy and interesting and probably updated once, you know, and then Facebook was like, hey, you could have a page and oh, you can have a donate button and, oh, you can have this and oh, and you can post videos and you can, you know, it was like, well, why wouldn’t we do this? Right? And a bunch of our community members spend time on Facebook or maybe don’t even look for information on the broader web, but look for things within Facebook, you know, and, and have it on their phone and are using an app instead of doing an internet search, right? Like they’re, they’re going into Facebook and searching things. So they didn’t, those organizations didn’t feel like they had the privilege to opt out of that space, they had to use it because it came with some robust tools that did benefit them at the cost of their community data, all of their organizational content and data, right? Like it, it had a material cost that they maybe didn’t even understand. Right? And, and didn’t fully negotiate as like terms of this agreement. We’re just like, well, we have a donate button on Facebook and we don’t have one on our website, right? Not, not only, not only didn’t understand the terms, didn’t, didn’t know what the terms were right? Early days of Facebook, we didn’t know how and how many times how pervasive the data, data collection was, how it was going to be, how it was gonna be monetized, how we as the individuals were gonna become the product. And how many times did we talk? You know, I’m saying we like N 10 or, or folks who are providing kind of technical capacity building resources say you don’t know what could happen tomorrow, you could log in tomorrow and your page could look totally different, your page could work different, your features could be turned off. Facebook could just say pages don’t have donate buttons. And you know, I think folks felt like that was very, you know, oh, you’re being so sensational and then of course they would wake up one day and there wasn’t a button or the button really did work different, right? Like you people realize we’re not in control of even our own content, our own data. That’s right. The rules change and there’s no accountability to saying, hey, we need, do you want these rules to change? No, no, no, no, no. Like they set the rules and that was always of course a challenge. But we’re in a similar place with A I where folks aren’t understanding that the there’s, there’s no negotiation of terms happening right now. Folks are just like, oh, but I, I don’t have the time and if I use this tool, it lets me go faster. Because what do I have a, a burden of of time, I have so much work to try and do and maybe these tools will help me. And I’m not gonna say maybe they won’t help you. But I’m saying there’s a incredible amount of harm just like when folks didn’t realize, oh, we’re a, you know, we provide pro bono legal services and we’re based on the Texas border. Now, every person who follows our page, every person who’s RSVP do a Facebook event. Like all these people have a data trail we created that said they may be people that need legal services at a border, right? The there’s this level of harm that folks that are hoping to use these tools to help with their day to day work may not understand. I do not understand. Right. That’s coming in in silent negotiation of, of using these products. Right. And I think that’s, well, I can’t just in 30 seconds say, and here’s the harm like it’s, it’s exponential and broad because it could also the, the product could change tomorrow. Right. It’s this, it’s this vulnerability that isn’t going to be resolved necessarily. You, you said the word exponential and I was thinking of the word existential. Yeah. Both because I think I’m, I have my concerns around the human. Yes. Trade off is a polite way of saying it. Uh Surrender is probably more, is more in line with what I’m what I feel. Surrender of our humanity, our, our, our creativity, our thinking. Now our conversations with each other. One of the, one of the things that George posted about was a I that creates conversations between two people based on the, the, the large language that, you know, the, the, the data that you give it. It’ll have a conversation with itself. But purportedly, it’s two different people purportedly. Uh and I’m using the word people in quotes, you know, it’s a, a, a conversa. So the things that make us human. Yeah, music, music, composition, conversation, thought, staring and, and our listeners have heard me use this example before, but I’m sticking with it because it’s, it, it still rings real staring at a blank screen and composing, thinking first and then composing. Starting to type or if you’re old fashioned, you might start to pick up a pen, but you’re outlining either explicitly or in your mind, you’re thinking about big points and maybe some sub points and then you begin either typing or writing that creative process. We’re surrendering to the technology, music composition. I don’t compose music. So I don’t know the, but it’s not that much similar in terms of creative thought and, and synapses firing the brain working together, building neural nodes as you exercise the brain, music composition is that that probably not that much different than written composition. Yeah, brain physiologists may disagree with me but I think at our level, we you understand where I’m coming from and I’m kind of dumping a bunch of stuff but you know, but that’s OK. II I am here as a vessel for your A I complaints. I will, I will witness them. We can talk about them artificial intelligence. Also from George, a post on linkedin that reflects on its own capacity that justifies you. You ask the um the tool to reflect on its own last response. How did it perform? You’re asking the tool to justify itself to an audience to which it wants to be justifiable in, right? The tool is not going to dissuade you from using it by being honest about it, how it evaluates its last response. Well, yeah, I mean, I think, I don’t know, generative A I tools, these major tools that folks you know, maybe have played with, maybe use whatever you know, are programmed, are inherently designed to appease the user. They are not programmed, to be honest, they are. That, that’s an important thing to understand my point. We have asked the tool, what’s two plus two? Oh, it’s four. We’ve responded. Oh, really? Because I’ve heard experts agree that it’s five. Oh, yes, I was wrong. You’re right. It is 50, really? You know, I read once that it’s 40, yes, you are right. It really is four. OK. Well, like we, no experts agree that two plus two is five. So I think we’ve already demonstrated it’s going to value appeasing the user over, you know, facts. Um And that’s again, just like part of the unknown for most, at least casual users of generative A I tools is why it’s giving them the answers, it’s giving them. And what’s really important to say is that even the folks who built these tools and not tell you they do not know how some of this works. Some of it is just the the yet unknown of what happened within those algorithms that created this content. So if even the creators cannot responsibly and thoroughly say this is how these things came to be. How are you as an organization going to take accountability for using a tool that included biased data included, not real sources and then provided that to your community? Right? I think that string of, well, we just don’t know is not going to be something that you can build any sort of communications to your community on. Right. That, that is such a, a thin thread of, well, even the makers don’t know. Ok. Well, we have already seen court cases where if your chat bot told a community member this is your policy and it entirely made it up because that’s what, that’s what generative A I does is make things up. You as the organization are still liable for what it told the community. OK. If I, I agree with that, actually, I think that you should have to be liable and accountable to whatever you’ve you’ve set up. But if you as a small nonprofit are not prepared to take accountability and to rectify whatever harm comes of it, then you can’t say we’re ready to use these tools. You can only use these tools if you’re also ready to be accountable for what comes of using them, right? And I hope that gives folks pause, you know, it’s not just, well, you know, I talked about this with some organizations that, well, we would never, you know, take something that generative A I tools gave us and then just use it. We would of course edit that. Sure. But are you checking all the sources that it used in order to create that content that you’re, then maybe changing some words within? Are you monitoring every piece of content? Are you making sure that generative A I content is never in direct conversation with a community member or program, you know, service delivery uh recipient. How are you really building practical safeguards? Um You know, and I’ve talked to organizations who have said, well, we didn’t even know our staff were using these tools because we just thought it was obvious that they shouldn’t use it. But our clinical staff are using free generative A I tools putting in their case notes and saying, can you format this for my case file? OK. Well, there’s a few things we should talk about that. Where the hell did that note go? Right. It went back into the system. But it’s because the staff person thought, well, they can’t see that the data went anywhere because it’s just on their screen and they’re just copy pasting it over again. The harm is likely invisible at the point of, you know, technical interaction with the tool. The harm is from leaking all of that into the system, right? Um What happens to those community member? Oh my gosh, it’s just like opening, not just a door to a room but a door to like a whole giant convention center of, of challenges and harm, you know. All right. So we, we’ve identified two main strains of potential harm, the, the, the data usage leakage, the, the impact on our people in the uh getting our, getting our services um and even impact on people who are supporting us, trusting us to to be ethical and even moral stewards of data. So there’s everything at the organization level and I also identified the human level. Yeah. Yeah. And I think that human piece is important and, and not maybe on the direction that I’ve seen covered in, you know, blog posts and things. I, I, I’m honestly not worried in a massive way as like the predominant worry related to A I not to say this isn’t something that people could, should think about. But I don’t think the the most important worry about A I is that none of us will have jobs. I, I do think that there’s, there’s a challenge happening on what the value of our job is and what, what we spend our time doing. Because if folks really think that these A I tools are sufficient to come up with all of your organization’s communications content and then you are, then you still have a communication staff person, but you’re expecting them to do 10 times the amount of work because you think that the, you know A I tools are going to do all of the content, but they have to go in there and deeply edit all of that. They have to make sure to use real photos and not photos that have been, you know, created by A I based on what it thinks, certain people of certain whatever identities are like it, they don’t now have capacity to do 10 times the work, they’re still doing the same amount of work just in different ways if, if they’re expected to do all this through A I, right, just as, as one example. And I think organizations that can stay in this moment of like hyper focus on, on A I adoption really clear on what the value of their staff are, what their human values are that, you know, maybe you could say you’re serving more people because some of the program participants were, you know, chatting with a bot instead of chatting with a counselor. But when you look at the data of what came of them chatting with that bot and they are not meeting the outcomes that come from meeting with a human counselor. Are, are you doing more to meet your mission? I don’t know that you are, right? So I’ll give you that that’s data sensitive. It could be, I mean, there, there are, there are potential efficiencies. Sure. And, but, you know, are we, are we as an organization achieving them, right? And staying focused on not just, well, this number of people were met here, but were they served there? Were they meeting the the needs and goals of why you even have that program, you know, versus just the number of like this many people interacted with the chatbot? Great. But, but that’s a, yeah, but I’m gonna, I’m gonna assume that um you know, even a half a sophisticated an organization that’s half sophisticated before a, I existed had more than just vanity metrics. How many people, how many people chatted with us in the last seven days? I mean, that’s near worthless. I mean, you, you, I mean, it might be, I don’t know, Tony, I don’t know how much time you spend looking at the grant reports of, lots of times I don’t spend, I don’t spend any time. All right. Well, no, maybe it’s, maybe it’s the worst, worst situation than I think. But I, I mean, ok, so I’m, I’m, I’m assuming that there’s, but my point is the appropriate the valuable, the value of people. So, I mean, we should be applying the same measures and accountability to artificial intelligence as we did to human intelligence as we still are. We’re not, we’re not cutting any slack like it’s a learning curve or. So, you know that IIII I want our, our folks to be treated just as well in equal outcomes by the, by the intelligence that’s artificial as I do by the, by the human processes, right? And it’s, you know, I don’t want to go through this and say, have folks think like you and I are here to say everything is horrible. You could never use A I tools which like everything is horrible. Look around at this world. We got, we had some work to do. You know, there are spaces to use A I tools. That’s not what we’re saying. But the place where a lot, I mean, I’ve been talking to just hundreds and hundreds of organizations over the last 18 months and so many organizations like, oh, yeah, we’re just gonna, like, use this because it’s free or? Oh, we’re just gonna use this because it was automatically enabled inside of our database. Ok. Yeah, if it was so free and convenient and already available that should give you pause to say, why is this here? What is actually the product and the price? Uh if I give this back to the face, the Facebook analy. Right. Exactly. Exactly. And you can use A I tools when you know what is the product and the price. What are the safeguards? What is this company gonna be responsible for if something happens? What can I be responsible for? Yes, there are ways to use these tools. Is it to like copy, paste your paste file notes? Like probably never may that should just like, maybe we just don’t do that, you know. Um But sure, maybe there are places I had this really great example. I don’t know if I told this to you, but um an organization was youth service organization creating the Star Wars event and they were trying to like write the, like the evi language in like a Yoda voice. And they’re like three staff people are sitting there trying to come up with like, well, what’s the way a Yoda sentence works? You know, and they’re like they just put in the three sentences of like join us at the after school, blah, blah, blah, right? And said make this in Yoda’s voice and they copied, they were able to then use them. Right? Great. That was three people’s half an hour eliminated. They all they have the invite, right? The youth participants data was not included in order to create this content. You know, like there are ways to use these tools to really help. And I think we’ve talked about this briefly in the past, I really truly feel the place that has the most value for organizations is gonna be building tools internally where you don’t need to rely on. However, you know, these major companies scraped all of the internet to build some tool, right? You’re building it on. Well, here’s our 10 years of data and from that 10 years, you know, we’re going to start building a model that says, oh yeah, when somebody’s participant history looks like this, they don’t finish the program or when somebody’s participant history looks like this. Oh, they’re a great candidate for this other program, right? And you can start to build a tool or tools that help your staff be human and spend their human time being the most human impacts for the organizations, right? Um but oh very few organizations honestly are in a position to start building tools because they don’t have good data, they could build anything off of, right. Um they maybe don’t have budget staff systems that are ready to do that type of work. But I do think that is a place where we will see more organizations starting to grow towards because there is there’s huge potential value there for organizations to, to better deliver programs, better services, better meet needs by using the data you already have by learning by partnering with other organizations that maybe serve the same community or geography or whatever, you know, and say, yeah, how can we can like really accelerate our missions versus these maybe more shiny generative A I public tools that you know, the vast majority of the internet is flaming garbage. So a tool that’s been trained off of the flaming garbage, you know, it’s not going to take a long time for it to also create flaming. So be cautious if you’re thinking about using artificial intelligence to create your internal A I tool. Right. Right. So there, there, there’s a perfect example of the, the a good use case but also uh a um a concern, a a limitation, a qualification. That’s the word I was looking for 61. These words, sometimes the words are more elusive than I would like a AAA qualification. Um Its time for Tony’s take two. Thank you, Kate. In the gym. There are five places where there’s squirt bottles of uh sanitizer and paper towel dispensers and each location has a sign that says please clean the equipment after each use. And one of these stations uh is right next to the elliptical that, you know, I do. It’s actually the first thing I do. I walk in the room, take off my hoodie and just walk right to the elliptical twice. Now, I’ve seen the same guy uh not only violate the spirit of the signs but the explicit wording of the signs because this guy takes himself a couple of uh, downward swipes on the paper towel dispenser. So he grabs off a couple of towel lengths and he squirts it with the sanitizer that’s intended for the equipment and he puts his hand up his shirt and he cleans his, his pecks and, and his belly and it’s a sickening thing. I’ve seen it, it’s not a shower, it’s a, it’s a, it’s an equipment cleaning station. And, uh, so I, I, I’m imploring this guy. Yeah. Yeah. I, I guess I’m urging you to, uh, I’m just sharing because I don’t think anybody else does this. Uh, is there anybody else out there who does this? Probably not and not with these like surface sanitizers? It’s, it’s not a, it’s not a, like a, a hand sanitizer. It’s, it’s for equipment. So, you know, in the squirt bottle. So it’s not even appropriate for your skin. It is, it’s to clean hard plastic and, and metal and this guy uses it on his skin. So I’m, I’m waiting for the moment when he puts his hands down his pants so far, he’s just lifting his shirt. I, I’m waiting for when he puts his hands down his pants. Then I’m, then I’m calling him out. That’s, that, that’s beyond the pale. He, that requires revocation of your membership card. So, sir, the sign says, please clean the equipment after use. It’s not your equipment. That is Tonys take two. Kate. Does your gym offer like a shower room or a locker room? Yeah, there’s a shower. Yes, that’s a good question. Yeah, there’s a shower in the men’s room. Yeah. And he’s cleaning up there. It’s very strange. It’s gross. It’s gross. He sticks his hand up his sweaty t-shirt. Well, let’s hope he doesn’t go lower than that. Exactly. We’ve got bountiful book who bought loads more time. Here is the rest of A I organizational and personal with any sample ward. Yes. And we have, I, I would make sure that you have the link to include in like the show notes description. But, um, totally for free. And 10 doesn’t get any money. You don’t have to pay for anything. And 10 has free resources for creating, for example, uh, uh A I use policy for your organization that says, what are the instances in which you would use it or what are the instances in, in which you wouldn’t or, um, what types of content will you, you know, can staff copy paste versus what content or data can can they not um there’s templates for how to talk to your board about A I um how, how to build. Like we’ve actually looked at the tools and these ones we’ve approved for you to use. These ones are not approved, you know, all these different resources totally free and available on the end 10 website and none of them have decisions already made. We don’t say you can use this tool or you can’t use this tool or we recommend this use or not this use. Because ultimately, we, we are not going to make technology decisions for other organizations, but we want you to feel like whatever decision you made, you made it by thinking of going through the right steps, asking the right questions so that you can also trust your own decision, what whatever decision you come to, right? And that you have some templates to fill in um that were all created by humans designed by humans published by humans um to help you in that work. Um I think especially, you know, the, the the how to talk to your board and the um like key considerations, documents really just ask a lot of questions and say, you know, how different is it, if you’re say a animal foster organization and you’re thinking, OK, is a I appropriate for us to use versus uh that youth social service organization? OK? Very different considerations, right? And just helping people talk that through and, and see that the considerations are different for different organizations, I think is really valuable. As again, you consider ta facilitating conversation with your board. They’re also coming from very different sectors, maybe job types, backgrounds, experiences with A I. And so just like in your staff, there needs to be some level setting in how you talk about A I, because not everyone knows what A model is. Not everyone knows what a large language model. You know, these are words that have to be explained and kind of put out of the way and then to say, hey, it’s not all one answer. Not everybody needs to use every tool. And, and how do you talk about that, that with your teams going back to the Facebook analogy, you want to avoid the board member who comes to you and says, you know, artificial intelligence, we can be saving money, we can be doing so much more work. We can, we don’t even need a website. We have a Facebook page website. We’re not even sure we need all the staff that we have because we’re gonna be able to, we’re gonna have so much efficiency. So, you know, we need to OK. OK. Board member. All right. Yeah. So we’ve been here before. I mean, it’s, you know, probably I’m just gonna go out a limb and say it’s probably the same board member who had every board meeting says, does anybody know Mackenzie Scott? How do we get one of those checks. Right. Why don’t we get the Mackenzie? Yeah. Right. Right. Right. All right. Um, what else? Well, I was gonna also offer some of the questions that we’ve been getting, as, you know, we’ve been engaged with, um, a number of different organizations through some of our cohort programs and, you know, trainings for, for over a year now. And so maybe last year we were talking to them about, OK, let’s make sure you have a data policy, like just as an organization, do you have a data privacy policy? Do you know, so that anything you then go build, that’s a I specific whether that’s building a policy, building practices, building a tool, you, you have policies to, to kind of foundation off of, they’ve done that work, you know, now they’re looking at different products, they’re trying to create these uh you know, lists of like here’s approved tools for staff, here’s approved ways staff can use them. And just like we see with our Cr MS with our, you know, you know, email marketing systems, then they come back and they’re like, well, we, we reviewed it, we did everything and now it’s different now it’s a different version. Now they rolled out this other thing. Yes, like that is the beauty and the pain of technology, right is that it’s always changing and that we don’t necessarily get to authorize that change that it just happens. And so the rules change. Yeah. And so folks have been asking us, well, you know, how, how do we write policies with that in mind? And I think, um you know, if you are thinking about creating like that approved product list and, and you know, tools that aren’t approved or whatever, being really clear that these products have version numbers just like anything else. And so instead of just writing Gemini Chat G BT, you know, be specific about when did you review this and, and maybe approve it for use? Which addition was it that you were looking at? Is this a paid level? So staff could say, oh, it doesn’t look like I mine doesn’t say pro or you know, whatever it might be, right? Oh, I must be in the free one. OK? I need to get into our organization’s account or something. So the more clarity you can provide folks because right now of course, they could just do an internet search and be like, oh, there’s that product name, I’m gonna go start using it. It’s on the approved list. Um You know, folks, again, there may be new terms, maybe new product names that we’re not used to saying. And so folks aren’t as accustomed to looking at, oh, this is a different version of Chat GP T than this one was, you know. Um So just putting that out there for folks to keep in mind that these tools are, are really operating just like others that you are used to and there’s less of course documentation. But I’ve the questions we’re getting from folks is like, you know, the point I made at the beginning we can’t see anywhere in the documentation that explains why this is happening, right? They do, how could they document when the answer is, we also don’t know why that happens, you know, and so when you are talking to staff, especially if you’re saying, hey, these are approved tools and we have these licenses or here’s how to access them, training your staff on how to be the most human users of A I tools is to your kind of connecting to your human point going to be really important because we don’t want folks to feel that because they don’t necessarily understand how the mechanics of how it works. They’re just going to trust it without questioning the content or questioning, you know, for a lot of organizations who have built internal tools just as an example. It takes dozens of tries just to get the the model. Right. Right. So these other tools, of course, they’re not gonna be perfect isn’t real and perfect is absolutely not real with technology. So training staff, I’m like, how would I, how, how do I have some skepticism? How do I question what I’m seeing? How do I, how do I say even if it was internally built? This data doesn’t look, right. That doesn’t match my experience of running this program so that we don’t let it slip. Where? Oh, gosh. Oh, it was working that way for a long time. That’s also, um, I think, uh, a space where we as humans can be our most human, uh, you know, have some value add as humans. But again, staff need to be trained that they are meant to question these tools. Um, because that’s not, you know, I don’t know, a lot of organizations were like question the database. No, they’re like on the database, put everything in the database, right? And now we need to say no question, that report. It does that match your experience, you know, there was a long ramble but oh, absolutely valuable. The human, yeah, I the human contribution and of course, my concerns are even at, at the outset, you know, the, the early stage the seeding, the create seeding or surrendering the create creative process. Uh And now le let’s chat a little about this, the, the um the conversations. Yeah, I listened to the, I know the, the example that you mentioned earlier that George posted it was for podcasting. It, it was a podcast conversation around this and he gave them some, you know, some whole, some whole whale content and the two, the two were going back and forth and having a, a conversation. Yeah. Yeah, I listened to it and one thing I was curious if, if you caught as the pod father yourself um you know, it came across, you know, I’ve been had opportunities to see um a number of different generative A I tools and, and things closer to the, to the front edge of what things can do that are specifically like, you know, taking just a few seconds of you and then creating you. Um So hearing just like these, these could be any voices, these could be any people is like, yeah, OK. This is, this is what a I can do. It’s, it’s spooky. But when you listen to it, you can hear either you have a very bad producer and editor, you know, or this is a I because there’s certain um phrases that got reused multiple times, not just literally the audio clip of this whole sentence, you know, and the, and the intonation, the whole sentence clip was reused multiple times. Um So one of them, I think one of them was along the lines of that’s a really interesting point. Yeah. Yeah. And well, and there was one that was like describing the product. So it must have come from the page, you know, whatever source content um was provided. But, you know, it’s, I think that some of that is there and we as individuals, we as a society will decide if we give it value or not, if it’s, if it’s worth it to people to make podcasts through A I because we give it attention or we don’t like, I just I think naturally that will be there. Can I, can I just go on record or at this, at this stage and say that, that, that idea disgusts me. Oh, totally. But I do. And I, I realized that’s what Georgia’s Post was about. That. It’s now well, within conceivable, well, well, possible to create an hour long podcast of an artificial conversation based on an essay that somebody wrote some time. Oh, totally. Totally. I don’t. But I’m saying the reason, yeah, I agree with you. But I’m saying the way we, you know that toothpaste doesn’t go back in the tube by us, like we can’t turn it off generative A I tools can already make that. So we as, as individual consumers of content and as a society need to either say we’re gonna allow that and value it or we’re not, right? And, and not make, not provide incentive for organizations or companies to, to make that and, and distribute it. But I also think that the place in that kind of um video, audio kind of multimedia content that, that A I tools have capacity and will continue having more capacity to build is much more important than you. And I talked about this a number of months ago around Miss and disinformation is it’s one thing to say, made up voices, making some podcast about content like that’s garbage, right? But we can’t just like throw away the idea that that’s technically possible because organizations need to know A I tools are already capable of creating a video of your CEO firing your staff. You need to be prepared to say that was a spoof this is, this is how we’re gonna deal with this, right? Um Because while the like maybe further separated from our work, the idea of like content could just be created that way you and I can say we don’t value that whatever, but these tools are capable of, of spoofing us as, as people, as leaders, as organizations. You know, what, what would it look like if there was a video from your program director saying that everybody in the community gets a grant and you’re a foundation, right? Like these, these are real issues and I don’t want folks to confuse how easy it may feel for us to have an opinion that some of this A I generated uh content isn’t a value with the idea that it, it there isn’t something there to have to come up with strategy and plan for because, you know, we can say that’s garbage. But those same tools that made the garbage could make your spoof, you know, also labeling. Yeah, I don’t, I don’t, I don’t trust every A I generated podcast team. I’m not, I’m not gonna call them hosts because there is no host um to, to label the content. I don’t trust, I don’t trust that that’s gonna happen because it was artificially generated. It’s not a real conversation. Yeah. Hello. For everyone that’s listening. Human Amy is here talking with human and Tony who I can see on the screen with me. Boycott your local A I podcast. I, I don’t know. There’s not, there’s not a solution. You’re right. We can’t, we can’t go back. I’m just voicing that we can say that it’s not something we value, we can say that this is why we don’t value it, right? The art of conversation, listening, assimilating, responding, listening again, respond, assimilating and responding. That that is an art uniquely. Well, maybe it’s not uniquely human. I don’t know if deer have conversations or, or what and we know whales do. So I take that back. It’s not, it’s not uniquely human, but at at our level, it, you know, it’s not just about we, we don’t converse merely to survive, merely to warn each other of threats. I’m suspecting that in the animal in mammal kingdom that wait are animals, mammals are mammals, animals? No, and I think it’s I think it’s a Venn diagram. Oh, so they’re separate. Ok. So there’s a two king kingdom phylum class order family genus species. I got that. I got that out of high school biology. I can, I can say it in my sleep kingdom phy class order family genus species. All right. In the animal kingdom. My suspicion is that more of the communication is about maybe like basic, like there’s a good food source. There’s a threat, uh, teaching young, don’t do that things like that. Survival more base, I doubt. You know, it’s about the aesthetic of the forest that the deer are in. But even if the birds are talking about the way the sunlight comes through the leaves, they are still alive. And I think what you’re trying to draw a distinction between is the value and even beauty of us having a conversation and the value of what comes of that conversation in our own minds and our own learning. But in this case, it’s recorded so other folks could hear it and, and I guess listen to it or be impacted by it versus it being a technical mechanism where we say, OK, here’s a long paper. Go make it sound like two people are discussing this, right? That’s not that that doesn’t fit the criteria of what we want or need to value in a world, that’s the world we want, right? Yes, the art of conversation, think something you look forward to, not something that you do out of necessity, right? And you know, there’s, I think a place where especially at end 10 conversations around A I have come back to is opportunities that A I tools may present for um different ways of learning different ways of accessing information. But again, those aren’t necessarily uh come up with two podcast host voices and then have them have a conversation about this, this research report you know, a lot of those tools could be made better but already exist, you know, different forms of screen readers apps that can help someone um maybe navigate the internet or, or, you know, summarize um documents to help them because they don’t want to read a 50 page document or they can’t read it for, you know, visually on the screen. So I think there’s space there. But again, it’s because you’re trying to preserve what is most human. And that is that user who maybe needs um accommodations of, of something that technology can provide. It’s not OK, let’s use technology to co create something separately over here and just hope people consume it, right? And to be clear, George didn’t post that thinking. Oh, great. Now everyone will want to consume this. No, it was, it was a demonstration. Um But I, but I, again, I’m just using that as a place to say, yes, there’s even conversations to say great, what accessibility could this create an agenda for, for our users? Right? But what’s most human is those users and their actual needs and not, you know, look what A I could do. Let’s just make different types of content, right? The last one I wanna raise is uh the one that caused me to use the word dystopian as I was commenting on uh commenting on Georgia’s Post, which was um the A I self reflection using uh having A I justify itself to the users that it is trying to attract and, and then relying on that, that as a, as an insightful analysis, as a thoughtful reflection, as, as contemplative of its own work that, that, that it’s doing those unique, those I think are uniquely, uniquely human actions, introspection, introspection, contemplation, pondering. How did I do? How did I perform? How can I do better? These might be uniquely human. I would argue there are a number of humans, I can see that don’t um Well, but I didn’t say I didn’t. That’s a different population. Now, you’re taking the whole, the whole human population. I’m talking about the contemplative ones. Yes. And there are, there are uh humans who are not at all introspective and questioning whether they could have done better and learning from their, from their contemplations. But I think those are all uniquely human activities. And we’re at, we’re now asking A I to purportedly duplicate those processes and analyze and contemplate its own work. Yeah. And as you said earlier, II, I and I, I certainly don’t trust it to be genuine and truthful. If, if A I is capable of truth, we’ll put that, we’ll put that existential question aside uh in its, in its analysis of its own work because as you, as you pointed out, the tools are built to, to be used by humans and the tools are not going to condemn or even just criticize their own work. Yeah, but we’re Yeah. And I think you heard of the challenge but there, I’m sorry, but, but there are humans who are deceiving themselves into thinking that, that the analysis and contemplation is accurate and uh genuine. Yeah. And I think part of the challenge I was gonna name is just that, that, that we as users, I’m not saying you and I uh individually but we as the human users of these tools are also setting ourselves up to be just, you know, dishonest in our use because we are bringing inappropriate or misaligned expectations to the product. We cannot, we, we cannot expect a tool that’s designed to appease us and to lie at the cost of giving an answer, you know, like uh we just wanna be able to do this to thoughtfully and honestly reflect on that or to say no, there is no answer, right? Um However, we had was the tools are designed to appeal to us. Right. Right. And when we are talking about that to be clear, you know, we’re really talking about generative A I tools, tools that are designed to generate some new content, new sentences, new answers, whatever we’re asking of it back to us A I itself is just such a massively blanket term that I don’t want folks to think nothing that could be considered an A I tool could be trusted to generate an answer because we’re, we’re specifically talking about generative A I there. But, you know, say you had like a machine learning uh model that was looking at, you know, 30 years of your program participant data. Well, that’s probably already a tool that isn’t set up to generate content. Uh You know, it’s not coming up with new participant data. It’s looking at the patterns, it’s flagging when a pattern meets the criteria, you’ve presented it to, you know, it’s maybe matching that data to something else. But again, you’ve said here are the things you could match it to et cetera. So this is not to say, Tony and Amy say never trust technology. They say bring expectations that are aligned to the tool differently to every tool that, that you’re coming to that hypothetical tool that you just described is being set on uh asked to evaluate your data, not its own data. It’s to evaluate your performance, your data set. It’s not being asked to comment and on and criticize or, or complement its own data. That’s the, that’s, that’s the critical difference. Yeah. No. Yeah. Yeah. No, nobody here is saying, well, not, I’m not saying that you’re saying we are, but you’re, you’re wise to remind listeners we’re not condemning all uses of generative uh A I large language models, but just to be thoughtful about them and, and understand what the costs are. And there are, there are costs on the organizational level and there are costs on the individual human level and, and the you, you comment on the organizational level because you think more at that level. But on the human level, another level layer to my concern is that the cost is quite incremental. Mm It’s it, it our creativity, our art of conversation, our our synapses firing. It’s just happening slowly with each usage, we become less thoughtful composers, less critical thinkers and it just so incremental that the change isn’t noticed until until in my critical mind, it’s too late and we look back and wonder how come I can’t write a letter to my dad anymore? Why am I having such a hard time writing a love letter to my wife, husband, partner? Yeah. What there are, I know someone who uh is a new grandmother and she has a little kit where you write, you write letters to your grandchild and they open them when they’re whatever, 15 or 20 years old, like a time capsule. Why am I having trouble composing a uh a short note to my grandchild? Right. Well, and I think, you know, just honestly, as a person in this conversation, not, not speaking, you know, um from an organizational strategy perspective, I think as a person that is your friend, Tony, you know, I would say, I don’t personally have a pro, I can write a letter and I’m, I, and I think a strong communicator, I, you know, it’s hard to make me stop talking. So, you know, I, I could write a letter. I know, for other folks, even without a, I, they might say, well, what goes in the le like, I just, what, what do I put in there? What are the main things I should cover whatever? And I’m, I actually have less, maybe of a strong reaction to the idea that somebody would use generative A I to come up with. OK, what are the three things I should cover in my letter? And then I’ll go write the sentences and more that what I hear underneath what you’re saying is actually the same, I think important value I have and, and wrote about in the book with a fua et cetera, which is in the world I want in this, in this beautiful equitable world where everyone had their needs met in the ways that best meet their own needs. Technology is there in service to our lives and not that we are bending our lives in order to make technology work, right? And maybe in that beautiful equitable world, there are people who, who have a technology. Is it an app? Is it called A I anymore? You know, whatever it is that says, hey, Tony, don’t forget today is the day you write the letter to your dad. It’s, it’s Friday, you always write it on a Friday or whatever, right? And, and make sure that you do it because you know, it makes you feel happy to write that letter. Maybe that’s true. Maybe in that world. There are some people who have a tool that help them remember to do that. But, but what’s important to me and what I think I hear and what you’re saying is important to you is that technology is there because we need it and want it and that it is working in the ways we need and want it to work and not that our lives are, are influenced and shaped in order to adjust to the technology. Yes, I am saying that I just, I am concerned that the, that our, our changing is beyond our recognition. We don’t see ourselves becoming less creative and I’m not even only concerned about myself. I, I can write a letter and I think uh 90 I’ll still be able to write a letter. But there are folks uh who are infants now, those yet to be born for whom artificial intelligence is going to be so much more robust, so much more pervasive in, in ways that we, we can’t today imagine, I don’t think. Yeah. And what are those humans gonna look like? I don’t know, maybe they’ll be better humans, maybe they will. I’m open to that but I like the kind of humans that we are or, you know. Uh so, but, but I I’m open to the possibility that there’ll be better humans. But what will their human interactions be? Will they have, will they have thoughtful conversations? Will they have human moments together that are not artificially outlined first and maybe even worse, you know, constructed for them. I don’t know. Uh but some of the, some of my concern, although, although some of my concern is about those of us who aren’t currently living and have been born and across the generations less for older folks because their interactions with artificial intelligence are fewer if you’re no longer in the w if you’re no longer uh working your, your interactions with artificial intelligence may, may be non existent. Um And I think, I think it’s natural as you’re older, you’re less likely to be engaging with the tools than if you’re in your twenties, thirties, forties or fifties. Well, my very human reflection on today’s conversation is that uh it is usually the case that we start talking about any type of technology topic and you constantly interject that I need to be practical. I need to give recommendations. I need to explain how to do things and I appreciate and welcome you joining me over here in theoretical land about the impact of technology broadly across our work, across our missions, across our communities, across our future. Um Welcome, welcome to my land, Tommy. Uh I have appreciated this, this one time opportunity to let go of the practical tactical advice and to, you know, have what I hope listeners, um you know, had some thoughts, had some reactions, uh truly email me any time. But, you know, I, I hope that if nothing else, it was an opportunity for folks to witness or kind of listen in as and maybe you were talking to yourself in your own head, you know, of, of a conversation about what these technologies can be, what, what we need to think about with them. Because in any technology conversation, I think it’s most important to talk about people. Uh That’s the only reason we’re using these tools, right? People made them people are trying to do good work with them. So, so talking about people is, is always most important and, and I hope folks take that away from this whole long hour of A I. Thank you for a thoughtful human conversation. Yes, Amy Sample Ward. They’re our technology contributor and the CEO of N 10. And folks can email me Tony at Tony martignetti.com with your human reactions to our human conversation. Thanks so much, Tony. It was so fun. My pleasure as well. Thank you. Next week, a tale from the archive. If you missed any part of this week’s show, I beseech you find it at Tony martignetti.com were sponsored by donor box, outdated donation forms, blocking your supporters, generosity, donor box, flexible and friendly fundraising forms for your nonprofit donor box.org. Our creative producer is Claire Meyerhoff. I’m your associate producer, Kate Marinetti. The show, social media is by Susan Chavez la Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation. Scotty you’re with us next week for nonprofit radio, big nonprofit ideas for the other 95% go out and be great.