Michelle Boggs shares her thinking on creating community and expanding engagement across your donors and volunteers. How might a Chief Community Officer help? Also, what your nonprofit can do to improve fundraiser retention, which helps you build solid relationships and community. Michelle is with Classy, the nonprofit affiliate of GoFundMe.
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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 suffer the effects of trauma. Top nia if you took my breath away with the idea that you missed this week’s show. Here’s our associate producer, Kate who happens to be sitting next to me again one more week. Uh The family is still visiting this week. Tell us what is going on. Hey, Tony, we’ve got community and engagement. Michelle Boggs shares her thinking on creating community and expanding engagement across your donors and volunteers. How might a chief community Officer help also what your nonprofit can do to improve fundraiser retention, which helps you build solid relationships and community. Michelle is with Classy, the non profit affiliate of GoFundMe on Tony’s Take Two Tails from the gym. It’s a clean machine were sponsored by donor box, outdated donation forms blocking your supporters, generosity, donor box fast, flexible and friendly fundraising forms for your nonprofit donor box.org and buy pork bun looking to grow your nonprofit. You need a.org domain name from pork bun, instant recognition, trust and visibility. Pork bun.com here is community and engagement. It’s a genuine pleasure to welcome Michelle Boggs. She is the executive nonprofit industry advisor of Classy, the nonprofit affiliate of GoFundMe. She helps nonprofits maximize fundraising efforts by analyzing industry data, examining market messaging and donor relationship building. She was a San Francisco Business Journal, 40 under 40 in 2020. Um That was four years ago. Uh You know, we don’t, we don’t like Laurel rests here. We’ll have to see what’s been happening in the past four years and that’s old news now, but we keep, it’s still valuable, but, you know, it’s what, what’s been going on lately. Michelle is on linkedin and the company is at classy.org Michelle Boggs. Welcome to nonprofit Radio, Tony. Thanks so much for having me. It’s an honor. I’ve been listening to your show for a long time and congrats on 700 episodes. It, I just feel honored to be here today. So thanks so much for having me. Thank you. Thank you very much. I hope you don’t mind a little tease in the beginning. Uh You know, it’s no 40 under 40 is a terrific milestone honor to receive. Of course, you know, I’m just messing with you about uh Laurel resting. I know you’re not, we know you’re not a Laurel. I totally get it as we will find out as we will find out. So I, I peaked at 40 that was it? Huh? Right. That’s like, that’s like when you get your lifetime achievement award. No, I’m not, I’m not ready to surrender yet. I, I don’t want the lifetime achievement award. My lifetime is not over. You know, I feel like I, I’ve never gotten a lifetime achievement award but I feel like if you get it, what are people saying? There’s not much more coming? You don’t have, you don’t have too many more years left, lifetime achievement. You’ve already wrapped everything up. Uh No, I’m not, we’re not ready for that. Uh I got, I got more stuff to do. Um So classy class, he’s got millions of users on the platform. What’s, what’s sort of the state of giving from the classy perspective? Yeah. And you know, as you alluded to Classy is part of GoFundMe. So GoFundMe acquired Classy about two years ago and just for general knowledge because I don’t think most um of your 95% of the smaller nonprofits may be aware of the power within the marriage of these two brands and what we’re really excited about. Um and how the future um and existing state of giving is really helping us develop products that will help people be more generous and help others. So classy and it’s self, Tony supports nonprofits. We have about 6000 nonprofits using our platform. And then on the gofundme side, those are individuals setting up gofundmes and raising money on behalf of other individuals, friends, families, colleagues, coworkers um combined between the two companies, we just surpassed $30 billion raised. And in any given time, we have about about 100 and 50 million active users. Um Interfacing with Classy or GoFundMe. Classy specifically, I came to work here because before joining a technology company, I was a front line fundraiser myself for my entire career, worked at smaller more regional nonprofits, worked at some of the big, you know, fortune 100 nonprofits and did all the things, wore all the hats. Um and it’s been a phenomenal career. But what I started to notice towards the end of my tenure and before I jumped over to Classy was just this, we were really missing the mark in engagement with donors. It just seemed like Groundhog’s Day every year around. Ok, how do we keep our existing donors? How do we increase their giving? How do we find new donors? And it just, you know, kept the numbers just kept going in the wrong direction. And it was really just thinking we’ve got to be doing something wrong here. I mean, people are changing and how they want to engage with brands, how they want to show up in generosity, how they want to support others, what philanthropy means to them. And so for me, it’s been super exciting to work at Classy and GoFundMe and sort of be, you know, at the forefront of defining what community engagement looks like how people give, what the future of giving and fundraising will look like. So some of the big things that I we think about and talk about all the time is just nonprofits are facing such constant change. I mean, look at the news on Friday about the stock markets, you know, imagine going into a donor meeting this week with one of your top donors knowing that might be on their minds. And so it’s just constantly staying abreast of what’s happening. Um increasing support or expectations when they engage with you online or in person, they have evolving expectations, especially depending on their age. You know, if they’re a gen Z, they may might expect to engage with your nonprofit completely different than some of the folks you’ve made your whole career engaging, Tony, you know, a planned giving prospect who’s towards the end of their life and is planning on making a substantial gift to a nonprofit. So th those engagement expectations are changing rapidly and it’s really difficult to keep up with them and then cutting through the noise, think about the ads and the information that’s fed to you every single day. So how do nonprofits cut through that noise land? Their message, acquire donors, keep that interest and engagement, turn it into dollars and then be able to go back and show that impact. So it’s just like a wild and crazy time and, and then you throw in an election year, the noi uh I was just gonna say the, the, your, your point about the noise is uh increased exponentially in the next three months uh election cycle. And one other thing I’ll, I’ll, I’ll talk about quickly is, you know, throughout my career, the majority of sort of how we went about our business was this idea of like relationship building and bringing communities together. So whether that was a gala or a huge run walk or a tour of a hospital, it was always about kind of bringing people together and, and, you know, building that community engagement. And then within the last five years because of digital, it’s allowed us to reach donors all over the world and scale in ways we never thought possible. But I think because of that, we’ve lost a bit of the connection. And so we talk a lot at GoFundMe and Classy and with some of our big partners, Tony, like giving Tuesday, the giving institute, some of these other um big organizations doing a lot of data and research around donor behaviors. We think that people aren’t any less generous, even though a lot of the reports are telling us declining is giving. We actually think they’re just giving in different ways and our engagement is not keeping up with their expectations if that makes sense. So we’re talking a lot about like the future of being able to married both where you’re delivering incredible giving experiences, but you’re also bringing people together and, you know, kind of building that brand loyalty and that deeper understanding of why I show up for this nonprofit every day or why this nonprofit is important to me or do I see value in my gift or my time? Um And so we’ve been talking a lot about like sort of this next iteration of combining the power and scale of technology, but never forgetting the fact that this is a relationship business and that’s our strongest currency is trust and engagement. And actually, and not wisely used those two things can be in conflict, the use of technology and the personalization and the the recognition of being a relationship business. If if you’re not doing those things, you’re not combining those things smartly. Uh you, they can be at odds. Yeah, just before joining with you, I was reading this interesting um report around this survey that was done around producing large scale campaigns as a nonprofit using A I technology and specifically around images that you use. And donors were very turned off by knowing that the images were more like A I generated rather than like super raw and authentic. So even something like that is a great example of like I’m in marketing. I might work at a small nonprofit, I think. Oh, this is great. I’m I’m churning campaigns. I’m able to scale and reproduce at a, at a fast clip and not even realizing, you know, the detriment that that’s having on the donor who’s receiving that information because it’s lacking that, you know, that personal human community relationship piece to it. Authenticity. Yeah. If you’re, if you’re, if you’re inauthentic in your, I don’t know if you’re inauthentic in your webinars. If you’re inauthentic in your one on one donor meetings or small, small events in people’s homes, I mean, people see through that, uh just like they’re gonna see through an inauthentic image. I’m not saying we can spot every A I generated image. Uh I mean, that’s not, that’s not possible. But uh I don’t know, I, I think that would be a symptom of a larger lack of authenticity. Like a willingness to use fake images, you know, to, to promote your work. I mean, you’re doing the work, show us, show us the, the show us the reality. Yeah, you shouldn’t have to generate from artificial intelligence. All right. Yeah, you’re right. That’s a perfect example of the business of relationship, fundraising and artificial intelligence being at odds is a perfect example. Thank you. Um What, let’s see. Uh There’s something that makes that I, I think of when we’re listening to your explanation of, you know, where you think things stand now and, and I’d like to get into a little more about the, the future. What you’re thinking about the future of fundraising is uh and relationships. But, you know, the, the fact that the uh percentage of our gross domestic product that is fundraising that is comprised of fundraising revenue or represented by fundraising revenue is, has been stuck for decades, decades. And like, so you see different estimates like 2 2.5% of GDP. I’m not even sure I’ve seen 3% but, you know, certainly we’re not approaching 5% or, you know what, you know what I mean? In decades, we’ve been talking about this. What do you see as the ways of overcoming that? I mean, I, I would like to see GD uh giving like double to five or 6% of, of GDP, you know, and we’re talking about hundreds of billions of dollars. What do you, what do you see as the obstacles you’ve been in the business for a long time? Yeah, it, you know, um to be vulnerable, I had never heard that statistic until I guess it was February. I attended Microsoft’s inaugural Global Leaders Summit around nonprofits in Bellevue, Washington. And this gentleman gave an amazing presentation around the fact that that number has been stagnant, like you said, and what would happen if we were able to double or triple triple it? Like, could we get rid of food insecurity, could we solve for homelessness, et cetera? It was a really powerful, but again, I had never heard that statistic because when you hear things like $480 billion you’re like, we’re doing great. That’s so much money. That’s amazing. Um When, in fact, you know, there’s so much more to be done. But, yeah, I, I think it’s, um, I think it’s so many things, a lot of it, in my mind when I would work with teams or coach teams is a lot of it is we tend to just set the wrong metrics as nonprofit leaders. You know, we set metrics that don’t always drive long term donor retention and long term outcomes. It’s all very short sighted, you know, where you have to have this many meetings and this many proposals and you have to raise a million dollars in year one. And if not, you’re a failure. And so it doesn’t feed this culture around. It’s OK if it takes me three years to work with Tony, but I have my eyes on, you know, him leaving us at a quest of $25 million. Um And so there’s like, not a lot of long term planning that goes into much of the goal setting and strategy so that I think is a big piece and we talk a lot about organizations around like how could it look different to motivate the behaviors that are going to give you some of those better indicators around donor retention, larger gifts. Um Things like that. I think a big piece of it is this idea of philanthropy in general of like it’s not for the regular person and my everyday gift isn’t going to make a difference. And I think crowdfunding a platform like gofundme, all the stuff I’m sure you’ve seen on tiktok and Instagram about just everyday people changing the lives of someone. You know, there was this amazing story of this um this Vietnam vet who was working in a grocery store and he was the shopping cart. Um like he had, you know, gathered the shopping carts and some, you know, 30 year old man saw him and just thought that doesn’t look right. He looks, you know, much too old to be doing that and it’s hot out here and like, gosh, you know, and so we approached him and found out that the man had to do it to like make his, you know, rent, et cetera, pay his expenses. And so they started a gofundme and, you know, before you knew it, I think they raised like a couple $100,000 and the guy will never have to work again. But it’s this power in like these small donations can make a difference and that’s changing. Thank goodness. But I think for years myself, like the bottom of the donor pyramid, we just handled with, you know, large scale direct mail or emails or newsletters. And there wasn’t a lot of promoting this idea that the everyday donor can make a difference. And so there’s a lot of power in that. And then of course, looking at the data of those donors and having access to make more data driven decisions to say, ok, we have 9000 active donors. We should really spend some more time with 700 of them because the data is telling us not only do they have propensity and wealth, but they’re super engaged with us and we should be asking them for more and we should be asking them more often. So I think there’s been a lack of insight into powerful data for nonprofits to run more like businesses and um do more with less. And then um I think the whole, you know, impact piece has been a struggle as well is like, am I really making a difference? I mean, I experienced this a lot at a big disease, health and human services organization I worked at is like we were doing huge things on a national scale, but it was hard to get local regional people to feel like their involvement was really making a difference. So across the board showing powerful impact and outcomes is a challenge. So I could probably go on and on. But I think some of those things are what stick out to me. And I’d love to hear, you know, what you’ve heard from some of your guests or your perspective, Tony on why that number continues to be what it is. 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 community and engagement. Well, thank you. All right. Turn the, turn the tables on me. Um Usually I don’t, usually, I don’t like that. No, no. Um Yeah. Uh I think uh related to your, your, your first valuable thought on this uh uh about the relationship building and the taking the time. Uh I think another contributing factor is the employee turnover in, in development, in fundraising. We’re, we’re not retaining, are some of our best fundraisers, you know, isn’t something like every 18 months. I think a major gift officer moves or somewhere around there. It’s not what you’d want it to be. I, I’d like to, I’d like to be like six or seven years. So I know it’s nowhere near that whatever it is. You know, if it’s two a year and a half, two years, you know, uh that doesn’t, that doesn’t lend itself to building the kinds of relationships that you and I are talking about. You know, you use three years as an example off the top of your head, which I think is a great one. Yeah, sometimes gifts do take three years. Well, if, if, if the average is a year and a half and then the employee is gone, that’s two major gift officers or two giving directors. Well, now, now the gift is going to come to the third one. I mean, where’s the, so, you know, where, where’s the role? Not only, not only that, like the other thing that’s happening there with that, you know, revolving door is that any trust or progress that was made, you know, completely. In fact, it sets you back even more because the donors thinking, well, I got to know George or Martina and I liked them and now they’re gone. And so I wonder what’s going on over there or whatever it is, you know, but I think some of that turnover in my opinion ties back to the people do not stay where they don’t feel successful. And if we’re not setting them up for success, because we’re putting metrics and goals that are either unrealistic or do not allow for powerful, strong long term relationships to be built. And then you’re gonna leave, you’re going to go somewhere else where you’re going to feel successful. When I was a director of Planned Giving decades ago, I used to track and, and thankfully, the vice president who I worked for uh accepted this meaningful contacts, meaningful, it had nothing to do with dollars and that I had, I had dollar metrics also, or number of gift commitments more likely than in plan, giving more commitments than dollars. But meaningful contacts, you know, a meaningful contact could be, uh, a heartfelt email. It doesn’t have a meaningful contact is not necessarily a face to face meeting. Certainly that counts too. But, um, so, you know, I think meaningful contacts just in terms of, you know, I sent a birthday card, a meaningful contact. I sent, I sent a card on the anniversary of your very first gift to the university. Yeah. Imagine that nobody remembers the first year they gave. No, nobody at all. But you have it. It’s in your CRM. When was the first year the person? Oh, my gosh, they gave 15 years ago. We’re coming up on the, the day and the, the exact date of their 15th anniversary giving to us, even if they lapsed a couple of years, it’s still, you know, if they’re still reasonably current 15 years ago, it was your very first gift to us. People are bowled over by that. It, it’s in everybody’s CRM. So I love that meaningful contacts. Yeah. The anniversary of the first gift. That’s a, that’s, that’s a really valuable, easy touch point, easy. Every single donor, you, you have that information on every single person in your CRM database. Um, so, all right, you know, I wanted to add one other. I wanted to add another thing. Um, when you were speaking about the meaningful contacts is, and this might come up later. But I think also we’ve done a terrible job as an industry with connecting our supporters, our volunteers, our donors, our benefactors with one another. So the communication is typically like nonprofit to donor, maybe we’ll let you give us some feedback. But usually it’s only if you’re a big donor or a board member, otherwise we really don’t want to hear your ideas or, you know, whatever and I’m being facetious. But my point is the more that we can connect them with like minded individuals and people that care about the same things and they’re gonna have a stronger affinity and responsibility towards us. So like to bring that to life, the only really philanthropic thing that I do because I have four Children and I work a lot is I’m a mentor and I’ve done it for about, this is going to be my seventh school year. I mentor for an organization in Florida. And once a week I meet with my mentee and, you know, I had one through high school and then now I have one who’s going to be a junior. But anyhow, I’m very dedicated to this. We meet once a week. I get so much out of it. I love my relationship, blah, blah, blah. Um and I give also to them monthly, but I always think, you know, I would care so much more about this organization and there would be such a slim chance of me ever stopping to mentor if I had met other people that are doing this. Like, I’ve never been introduced to other mentors. They’ve never gotten us together. They’ve, you know, we’ve never had moments of saying, like, let’s throw a holiday party for the mentees. Like, hey, I have this mentee that I’m really struggling to connect with. Like, do you have advice? They’ve created no network amongst us. And I could easily if work changed or something with my kids, especially if it was a new mentee, Tony that I didn’t yet have that relationship. I could easily see myself being like, uh I just don’t have time for that anymore. But if I’m dedicated to this other group of people and I’ve made friends with them in relationships, I’m just gonna have a stronger likelihood of staying on and we also don’t do that. So like folks will come to a five K race maybe for a hospital around pediatric heart patients. They come to the race, they raise money. We say thanks. We ask you again next year to participate. We typically don’t ever introduce you to these other heart families or create these moments. So I think that’s a big piece of it as well that we’re just, we’ve really stunk at. That’s really interesting. I wonder if that organization that you mentor for keeps data on when the mentors leave. You know, if, if uh I guess it sounds like if someone graduates from high school and that’s the end of the relationship. How many people do they leave? How, how many, how many mentors end the relationship? The me, the mentoring when the, uh, when their mentees age out of the age out of the process, but you’d be more likely to stay, as you said, if you had a, if you had a relationships with the other mentors, but you might even feel like you’re letting others down. Exactly. That’s what it comes down to. It’s like, I don’t want to let anybody down and you’re not letting, right, and you’re not letting your mentee down because you saw them through the, through the full process until they graduated high school. So you, you haven’t disappointed your mentee that’s critical. I bet a lot. I bet very few people do that. But then what’s the, what? I don’t know, there’s a technical term but what’s the drop off after a mentee graduated? And this is even not a great example because I have ownership to the mentee. But think about more, you know, traditional nonprofits where I’m literally just giving a gift in hopes that it’ll do something around, let’s call it sex trafficking. But other than that, if my finances change or I move or there’s a change in my career, it’s so easy for me to just be like, uh, I don’t support them anymore because there isn’t any responsibility or ownership or to your point. I’m not letting anybody down. So, yeah, I think there’s a lot of opportunity there. You hit on something else. Uh You just briefly mentioned, I wanna pull a little thread on, uh, surveying. You know, you were saying we, we only send surveys to certain donor classes or, or, uh, and then another thing that I find disappointing is when, when some organizations do send surveys and they ask for information, then they don’t, they don’t honor it. They don’t, they don’t honor the communication preference. Uh They don’t honor the program preference. You might ask the person’s birthday, but then you don’t send birthday cards. You know, if they give you the birthday again, something buried in your crm. Uh if you asked for birthday and they gave it to you, you know, use the, use the, use the data that you asked for. So, you know, just generally, you know, don’t survey if you’re not gonna respect the, the preferences and the, and, and, and use the data in, in valuable ways. It’s so true. And, you know, that was one of the biggest drivers for me wanting to come to classy and go fund me is the fact that as a joint company, we sit on the most unique, powerful philanthropic data sets. You think about all the people on gofundme giving to people, all the people on classy giving to organizations and there’s so much that we can dig into that data and learn. But yes, I mean, it’s got to be mirrored to like your most beloved brands. You know, Starbucks asked me for my birthday because guess what? They’re going to send me a free coffee on my birthday and now I’m more and more engaged with Starbucks. I’m loyal to Starbucks. And so it’s not like nonprofits have a lot more data than they think. And they’re just not always using it or thinking about it in those meaningful ways. Like something like you said, you, you’ve mentioned it a couple of times now. The birthday thing is so easy. It’s like we remember it’s your birthday, Tony. We love you over here. It takes two seconds to, you know, shoot a iphone video with your team at your nonprofit. Hey, Tony, we love you. Happy birthday buddy. That takes two seconds when Tony gets that. You better believe he’s thinking like, man, I love them. You know, not only am I gonna give my gift, but when they asked me to have a coffee in a month, I’m gonna remember that and I’m gonna carve out time for that coffee or whatever it is. So, yeah. Could not agree more. It’s time for a break. Pork bun.com named the number one domain registrar by USA today for 2023 and 2024. Pork bun helps you share your organization’s mission with a.org domain name dot org. And the entire.org family of domains are at the heart of change makers and philanthropies worldwide. Join an international community of individuals and organizations sharing a common goal to make the world a better place. Your.org domain name gives your website credibility is easy to remember and helps bring better awareness to your goals. Every domain at Pork bun comes with free features like who is privacy ssl certificates, website and email hosting trials and more. You can manage everything about your domain from one place backed by five stars support 365 days a year. Get your.org domain name for a low price at Pork bun.com. It’s time for Tony’s take two. Let’s swing this mic over here. Thank you, Kate. Hope you’re enjoying your, uh, your beach weekend, your beach week, beach week vacation. I do. It’s very nice. Very hot, but it’s fun. You want, you want hot weather for the beach or at least not raining. But uh, yeah, hot is ok. We, we sit under umbrellas very, very unconscious this week. Uh More tales from the gym, but it’s a positive message. Positive. I am grateful to the folks in this little community fitness center that they are so scrupulous about wiping down the machines after they, we use them. Of course, you know, I, I wiped down. So we, everybody is so cautious. Uh There’s, there are three different places where you can get pa uh towels, you know, pa paper towels, three different paper towel dispensers in this gym that’s probably only about 2000 square feet, maybe 2500. And there are multiple bottles of disinfectant and Purell. So there’s plenty of availability and people are good about it. It’s, and these things are not just hanging out there and nobody’s using them. Everybody is so scrupulous and I think that’s very thoughtful uh of all the folks using the community gym. And then there was one time when somebody did not wipe down the machine, but there was a very pleasant interaction. Uh One of the seniors, uh not one of the loud ones who I’ve talked about like the boat guy with the, the boat, uh the the engine uh refurbishing uh tutorial and, and there was the guy, I think it was the same one with the uh the Blue Angels narration. Uh And then there was the woman, of course, with the uh the incident, the assault. And uh it wasn’t, it wasn’t somebody who I know uh though not, not one of our cast of characters, maybe I should, I should have signed these folks names maybe or try to learn their names but not ask them. I don’t wanna ask what’s your name? Because then I’m in uh I’m in for a 45 minute, you know, conversation every time I go. But these are nice people. Uh So they um so one time somebody didn’t, may have been a visitor because this is a beach town. We get a lot of uh uh visitors. So people renting for a week or even maybe a month so you can get a day pass to the gym, you can get a weekly pass. I don’t know if we have monthly but I know there’s day and week. So, uh, may have been a visitor, you know, uh, and someone went over and said, you know, uh, you really should wipe down the machine. You know, we, we just, all, we do that for each other. And I thought, well, that’s a very, that’s a very thoughtful way of explaining. I mean, who’s gonna disagree with that? You know, you’d have to be like a psychopath or something to say. I don’t, I don’t give a shit about the rest of you, you know. So uh it was very well explained, you know, we do this for each other. So my uh my thanks to my uh gym, fitness center comrades for keeping the equipment clean. We’re all very good. We’re all doing it for each other. I think that’s very admirable. And that is Tony’s take two Kate. It’s good that you found something positive about your gym. No, a clean gym is a good gym. It’s about time. Something positive from this nasty New Yorker transplanted to North Carolina. Well, we’ve got Buku but loads more time, here’s the rest of community and engagement with Michelle Boggs. You, you mentioned, uh you know, getting through the noise and we talked about uh how noisy it is in these uh until election and then even probably after the election. I mean, then there’s gonna be noise about what, what’s coming, the new administration, how, what, what ideas do you have about sort of breaking through and, and getting heard even the, even next year when the election is over and we have a new administration, you know, just even, just generally. Yeah. So I, I hate to give tips that aren’t as useful, but like back up to January, February, we started having really strategic conversations with our nonprofit partners around like how are you preparing specific to an election year? So thinking about things like avoiding key dates of, you know, things that might be happening politically that you wouldn’t want to compete with thinking about an increase in ad spend costs starting probably summer to fall. So can you, you know, bulk up your ad spend at the beginning of the year to save money thinking about um you know, depending on which candidate becomes president, you know, sometimes people may rage, give or, you know, get passionate about something. So just preparing proactively. So we’ve had a lot of conversations around that um and getting in front of your donors face to face and just having, you know, a transparent conversation about, do you anticipate your giving changing in any way, you know, that sort of thing? So some of that stuff has been happening and you have to think proactively and strategically about it. But I think when you just think about cutting through the noise, it goes back to like that personalization, it’s communicating with me in the way that I want to be communicated with, of course, is going to obviously increase your ch your chances of conversion or reaching them in that moment or activating generosity. So if you know certain donors do really well with text, do you have those tools and capabilities to do that? If you know some of your donors really do prefer a quarterly sort of impact report that they can read more at length things that are happening. So I think a lot of it is like that segmentation and personalization of your donors. So not a one size fits all message. And then when it actually is time to give, what is that experience like? So before coming to class, I worked in a children’s hospital, I was president of the foundation. I’m like two months into the job. I get my first email from the foundation asking me to donate to something. And I’m like, oh, you know, I work here now, I really want to lead by example, I’m gonna make a gift. So I scroll down, I click on the donate button and the experience was terrible. I’m on my phone and I’m like filling out all these fields and you know, it’s not mobile optimized. I can barely see what’s happening. I get down, I get down to the moment of the gift and they only took credit cards and I’m like yelling to one of my kids, like, can you go get me my, you know, purse that was, was nowhere near me. And I was like being lazy. And I remember messaging our marketing person, like we don’t have like mobile wallet or like, you know, any of because I’m thinking I was determined to see that gift through, but if I’m an everyday person I’m giving up anyway. So, you know, that that experience has to be quick, modern intuitive. Um So that’s a big thing obviously. And then, you know, there has to be, there has to be ways of, you know, flexibility. So are you making it an option for me to become a recurring donor? I mean, think about the subscription economy, Tony, think about probably all the things you subscribe to that you probably don’t even keep track of. It’s like, what’s another eight bucks a month? Are you making that an option for your donors where they can maybe give smaller amounts, but over the course of a year and they’re giving monthly? Um So I think it goes back to just control what you can control. And some of this, we can control as nonprofits, we can use our data better, we can create more personalized experiences, we can create um giving experiences that are on par with checking out at Amazon, you know, those things we have control over. So that’s at least one way to try to cut through the noise or some ways to try to cut through the noise. You all think about a uh a chief community officer. Uh What, what’s your thinking there? Because I, I think it’s very related to what you, what you were just saying. What, what, what, what are you advocating for uh in a, in a, in a chief community officer? Yeah. Um And thank you for asking the classy every year does a uh nonprofit conference for the social sector. It’s called the Collaborative. And this past year we did it in Chicago and we had over 700 attendees and our um president of Classy and um Chief operating Officer of GoFundMe Soraya Alexander. Her whole keynote opening speech was about this concept and it was so well received, but it’s this sort of disruptive idea of a lot of what I just talked about is like, you have a chief development officer, you have a Chief Revenue Officer and it’s like, don’t get so obsessed with that, get obsessed with bringing people together. And so as a chief Community officer, you’re thinking about how can I find those rabid believers, those people who show up, who open my emails, who come to my events, who donate, who volunteer, who give, you know, in kind donations. And how do I start to think thoughtfully and strategically about putting those people in contact with one another? And so, um you know, as an example, maybe instead of doing an annual report at the end of the year, you bring together that group of 100 of your best supporters and you do a presentation or you do an interactive workshop or to your point, you know, we’re always looking for information, bring, bring a focus group together of people that are like minded that care about your organization to talk through some of those questions that you’re dying to know the answers to that you might otherwise send out in a survey or whatever it is. But it’s being really intentional around doing what you’re already doing. But adding on another layer of bringing people together and giving more power back to those believers and supporters to do it for each other. So, a good example, I love to share this story is um this organization called Moz. They’re a huge proponent in men’s health. I mean, you know, started in Australia and they do this really well. So they’ve got these like people and I’m drawing a blank on what they are. They have like a really fun name for them, but it’s this group and they’re all introduced to one another and there’s promotions around, you know what Tom’s doing to promote and raise money and what Carl’s doing. And so they’re constantly connecting and sharing stories and sharing impact and they feel like they’re part of this family and this commute. So now they’re not just responsible to November, they’re responsible to these mo bros. That’s what they’re called. Um So again, like thinking about as a chief community officer, where are those gaps in me bringing these supporters together? And it doesn’t always have to be a huge lift because I think sometimes event people, their mind goes to, oh, I don’t want to add another event. We don’t have the money to do that, you know, blah, blah, blah. And I think it’s just putting the power back on your supporters around. Like we would love to bring you guys together in a meaningful way. Would you host something? Would you plan something and so enabling and empowering them to do it in ways that are most meaningful to them. So let’s say that this organization I talked about in Florida came to me and said, you know, Michelle, we’re having a hard time retaining our mentors year over year, especially after graduation. Do you have any ideas of how you could help and roll up your sleeves? You better believe I’d be like, that’s really cool. Let me think about that. You know, let me give me a list, sir. Let me start an email. You know, we’ll meet up for coffee and we’ll talk about it. So I just think, I just think again, we we the more that we can think about people don’t quit their friends, they quit nonprofit. So how can you be that you want to build community? Like by the way, thank you, retention. That’s the that’s the technical term of art, technical term of art that I couldn’t think of retention, keeping, keeping people, yeah, retaining. Um Yeah, you wanna, you wanna build community, I mean, you want to build a community of mentors centered around this organization so that, you know, like we said earlier, you’re not letting down your community if you leave, but you’re not, you’re not your community down by leaving. You’re not because you’re not gonna do it, you’re gonna stay as long as it’s, as long as it’s at all feasible, you’re gonna find a way to keep giving to your community through the mentor relationships. And as you alluded to it sounds like you had a really, you know, super cool forward thinking leader when you were doing planned giving, who, you know, was who honored these meaningful interactions and didn’t just always hold you to the numbers. So, you know, as leaders, I think there is an opportunity for us to honor some of that community building and rewarding that and recognizing that because of the long term play around retention around, you know, help having your donors acquire donors for you on your behalf. You know, they’re gonna people give to people, you know, that’s why social media fundraising is so powerful and successful. Because if I send out emails or a Facebook, people are going to give to me. So again, we don’t really leverage our supporters to help us with that peer to peer fundraising either because oftentimes we don’t always set metrics to that November is, is that not the one where men shave their heads in the month of November? Isn’t that the one that they’re the ones that grow the mustaches? I think the other one is Baldwin’s Ohs. Baldwin, right. Baldwin. Of course, they shave their. Ok. Thank you, November. They grow facial hair. I knew it was something to do with hair. Ok. Just really quickly on November because I think this is another tip for listeners or like the evolution of the future of giving is we also can’t be too prescriptive and constrained around how you support our organization. So November has really evolved in this. So they don’t say to everybody, the only way to support us is to grow a stash, you know, they’re going to alienate people, they say support us in whatever way is most meaningful to you. And so they’ve really, they’re kind of risky. They’re kind of um bold in some of their marketing. And, you know, some of these more old school nonprofits might be like, oh my gosh, I would never do that. But again, you have to let go of some of that control as a marketer to meet younger donors where they are. And so I always tell this really quick story about November, but they had a college kid whose grandmother or mother, um, sewed the costume of like a male anatomy part and he like ran around on the college campus, raising money around men’s like prostate health or testicular health or something. And I think some organizations would be like, absolutely not, you know, if I’m too afraid of our brand, I’m too afraid of the backlash. They didn’t and they let him do it and he raised all this money and now all these other fraternities on different campuses are doing things. So I think, you know, I think back to my career, if community supporters said we want to do a third party fundraiser for you, we want to do a small fundraiser, we want the proceeds to go to you. We would give them a tool kit. I mean, that’s not that inspiring. It’s like this is how you do it, you know, make sure it’s approved by legal, make sure you don’t screw with our logo, you know, that’s not very inspiring. So again, I think there’s a balance in obviously brand integrity and keeping that safe. But there also needs to be creative, creativity and flexibility and meeting people where they are because they might come up with some really amazing ideas of how they want to support you. And if you encourage that and support that they’re going to come back. So there’s a piece of that too that I think um is a huge opportunity for us as a sector. An example of giving those tools and empowering people is uh the wildly successful giving Tuesday. It’s totally, it’s totally decentralized. You know, you do giving Tuesday the way you want to if you want to, you know, obviously still mandate, but, you know, just use our use, use some basic branding and they, of course, you know, they’ve expanded and there’s wild, wild amounts of support and ideas and they do have a community for sharing ideas like what, you know, this is our first giving Tuesday, what should we do or? Um so, you know, that’s, it’s just an example of empowering folks to go out and, and fundraise in, in their way. And I think so many orgs myself included is like you do the Giving Tuesday, that’s such a great acquisition tool. We got 45 new donors to giving Tuesday. What are you doing with those donors? You know, is there a plan in place once they come on board on that? I think it’s December 2nd this year. You know, I would challenge listeners to be thinking now about, ok, how do I get to know these new donors because I know they’re going to come and how do I start to build that meaningful relationship with them so that it’s not just every giving Tuesday, I’m trying to replace those donors because that’s what will happen. I, I just wanna make something explicit for listeners. You know, we talked about a, a chief community officer. Uh our listeners are in small and mid size nonprofits so they may not have the luxury of appointing someone, a Chief Community officer. But all these things that you and I are talking about are still eminently doable. You know, maybe in pieces by someone who is, you know, maybe it’s the vice president or maybe it’s the Director of Development or, you know, maybe it becomes a, a partial responsibility. You know, it’s, it doesn’t have to be that you have a new full time hire with, with all that, with all that expense that’s called the Chief Community Officer. These ideas are eminently employable, even without someone being appointed to that title 100%. Yeah, I’m so glad you said that. It’s like the idea here is like, this is everybody’s job and everybody’s responsibility. You know, it should be a, a plus one on everybody’s title. And so just even changing the way you engage with your teams, if you do a team meeting or, you know, you do a regular cadence of engagement, adding this as part of the conversation. Ok. You know, for the next three months, these are our plans, let’s add on and see how we can make them even more impactful and how we can start to think about thoughtfully putting people together and it becomes like a group exercise where everybody’s weighing in and everybody’s being able to um influence this. So, yeah, I, I definitely, you don’t need to hire a Chief Community Officer. It’s really, everyone’s sort of just shifting the way they think about this whole idea and concept and we move the needle when we pay attention to things. I mean, you know, I, I see that in my own business and my own work, I see that in organizations when you start to report on something and measure it and maybe, you know, just like small measures, you know, but when you start to report on it regularly and measure it now you’re, now you’re putting institutional momentum behind it, things are gonna move and it, it, it may be a small movement in the first six months or even the first year. But you’ve taken steps toward building a community of where you already had the people in place that all your constituents are with you, all your people, let’s call them people, not constituents, all the people you in different different categories. But now you’ve, you know, now you’ve broken down silos and put folks together and you’ve built community where it didn’t exist among your, among your, your populations. There you go. There’s a, there’s like a worthy six month goal or even a 12 month goal. I think also it’s a great exercise to get like partners, stakeholders, boards involved. I mean, it’d be an awesome board exercise to just present this whole concept of like we’ve not done a good job of bringing people together of allowing constituents to speak to constituents, allowing donors to meet other donors. Like people want to feel like they’re a part of something bigger. We’ve always just done this one way. Communication board. Let’s talk about this. You know, how would we think about doing this differently? I mean, that I think could be a great exercise. Now, your boards more engaged and they’re not always just, you know, not that people do this, but I, my fear with my, a lot of the boards that I worked with is like, it was a report out during a board meeting and then we usually, you know, got on them about their giving and even as a board member, it wasn’t super inspiring or there wasn’t a lot of work happening in between board meetings. So even getting them as like your tests, early adopters um could be a great place to start regardless of your resources or size of your team. I mean, use those individuals to start to build out this concept, Michelle, let’s flip to the future a little bit. Uh What, what do you, what do you see coming even maybe just in aspirational terms and what would you like to see? But you know, what does classy see coming in the next, you know, like 3 to 5 years? Yeah, I mean, classy is super focused on, I would say three kind of big buckets. The first is like best in class giving experiences. So what we’ve sort of talked about over the last 45 minutes is that when there’s that moment of generosity. Is it a wonderful experience on par? Like I said, with your normal um e commerce experiences? And does it feel like they know me as a donor? Um That’s gonna be huge. I think that’s how we’re gonna drive engagement. That’s how we’re gonna start to tap in two pockets of people that we don’t even know exist at the moment because we’ve been going at it with really this one size fits all. So incredible donor experiences. The second bucket is really that data and intelligence piece. Again, we’re sitting on this amazing data set now, what do we do with this knowledge? So, you know, a great example is like giving behaviors for people using Androids versus people using apple, you know, giving behaviors when people are asked on certain days of the week, like there’s so much crazy stuff. It’s, it’s why I always tell the story. It’s why Amazon bought RBA. Amazon already had their own vacuum. They bought RBA because they wanted the data of people using RBA, they could get data on their homes and their behaviors. And so it’s the same idea, right is how do we unlock this data into delivering, you know, the best products for not only our individuals helping others on gofundme, but also our nonprofits using classy. So we’re really, really excited about what we’re going to be able to do with this data. And then the third is this idea, can I just stop you Amazon having data on the, the, the floor plan of my home. I never thought I don’t have a Roomba but, but, but I mean, they can figure out the schematic. I mean, he said, ok, this person has a counter or this person has an island in their kitchen. Uh, they have so many uh bar stools around the, around the, around the, the uh countertop. Uh So here’s their TV console. Uh We don’t, we don’t see a TV console. So it must be wall mounted because this is clearly clearly a living room, but there’s no entertainment console. So they have a wall mounted TV. You know, I mean, it’s, that’s incredible. I never thought of the value of, I mean, it’s uh like a lot of things in data. It’s, it’s scary but they, they could, they have millions of schematics of people. So we, we to bring that to life, fasi launched um intelligent ask amounts. So we’re empowering our nonprofits to actually put the right ask in front of the right donor at the right time. Instead of, again, no matter who you are. If you log on to my nonprofits website, it’s gonna say $20.50 dollars, $100 it’s going to give you different amounts based on your data, your giving background, your wealth, your zip code. Um And so again, like we tell the story of the, there was a gentleman who had given like a pretty large, you know, online gift to an organization. I think it was like $1000 at the end of the year, which is substantial to me, you know, for a person to give online. And then the next year received a campaign with those smaller amounts. And of course, that person thinking, oh, is that what other people are giving? And so, you know, sort of not meeting them where they are. So the intelligent ask the data, all that is going to be um so exciting. And again, one of the reasons I love being here and working here is is being at the forefront of some of this. And then that last third bucket is that community stuff. I mean, the future of peer to peer, the future of events, the future of how we build communities is um you know, something we’re thinking about and talking about every day because there is going to be there. We’re going to need to shift engagement to change that gross domestic volume number that you talked about has not moved and to think about this next wave of philanthropists, this younger people. So some big shifts have to happen. And so those I would say are the three kind of exciting things for the future for us. Do you have anything on the, on the personal side, uh nonprofit related that uh that you aspire to or that you wanna see? Yeah, that’s a great question. I would like to see this is just like kind of random. But a big part of my role at Classy is um sort of getting our name and our brand out there. So being this like ambassador, so I attend all the conferences. So my travels crazy, but I’m at all the big conferences and I think there’s like this, it goes back to like personalization. I I think some of the content that we deliver at these conferences is like very stale and regurgitated. And so I would like to see some sort of incubation innovation, something where leaders within certain nonprofits can come together and just have the freedom of experimentation and what if and what would it take? And I don’t know what that looks like, but unless I feel supported and free to do that and surrounded by peers who are having these really groundbreaking innovative ideas, I just don’t think there’s a lot of access to that um as a nonprofit leader who’s trying to do so much. And so I find myself sort of being attracted to these organizations or these leaders who are kind of bucking some of the old ways and trying new things and feeling the freedom and failing. But just knowing, you know, we can’t keep doing it the way we’ve always done it. So a community, like you’d like to see a, that’s an awesome idea that like a community of CEO S because it’s lonely, you know, it’s lonely at the top even, I think you have it so much on the for profit side, but on the nonprofit side it just doesn’t seem to exist at least what I’ve seen. Sorry, I didn’t mean to cut you off, Tony. No, no, no. Uh, it’s, it’s hard at the top so to have a community of like minded, like, like similarly placed CEO S and directors safe space to share. You know, nobody’s got an ax to grind about the other team or, you know, hard bad feelings or animosity or something. It’s nobody, nobody’s got a dog in the, but I’m not good with sports. I don’t know, nobody’s got a ball in the game or a ball on the, a ball on the field, whatever they so uh yeah. No, you’re right. Uh It, it’s related to a lot of what we’re talking about, but it, so it sounds to me like you’re envisioning AAA community of CEO S Safe Space and even just at a conference, you know, maybe, maybe it’s just like a, a two hour drop in or something. But it’s only for the, it’s only for the CEO S and executive directors. Yep. I mean, they’re people too, you know, they deserve safe space. Executive directors are people too. Alright. Is there anything you’d like to share that? I haven’t asked you about, we didn’t talk about. Yeah, I, I’m, I’m super active on linkedin and I love to meet new people. I’d love to hear any feedback from this conversation or challenges to my ideas or, you know, different perspectives or ways of thinking about some of the stuff I’ve talked about. And so we just love, if listeners found me on linkedin, would love to meet you and talk to you. And um I don’t have a lot of superpowers, but I think one of mine is really just connecting with people. I love to do it. It, it fills me up. So I would love to meet anybody that’s listening that wants to talk more. OK. Well, I promise you that uh I’m gonna send you a linkedin, a linkedin connection invitation. All right. So don’t turn it down. I mean, you’re gonna, you know, I already, I already sent you one. So. Oh, you did. Oh OK. All right. Thank you. All right. All right. You beat me. OK? No. And just one more thing, you know, thank you for doing this. I’m sure it’s a heavy lift and a labor of love and the content you’re putting out is amazing. And congrats on 700 episodes and just really appreciative of what you do. Thank you for your gratitude. Thank you very much. It is a labor of love. I do. Yeah, it is. So, thank you very much Michelle Boggs, executive nonprofit industry advisor at Classy. Michelle wants you to connect with her on linkedin and be in touch. You’ll find her there. Boggs Boggs. You have no excuse now. Not to connect with Michelle and you’ll find the company at classy.org. Thank you again, Michelle. Thanks Tony. Next week, a different take on donor retention. If you missed any part of this week’s show, I beseech you find it at Tony martignetti.com. 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 and buy pork bun looking to grow your nonprofit. You need a.org domain name from pork bun, instant recognition, trust and visibility pork bun.com. 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 study. You’re with us next week for nonprofit radio. Big nonprofit ideas for the other 95% go out and be great.
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Wait, let’s say it together. Yeah. Yeah, that’s it. Uh Big nonprofit. Just 95%. Yeah. Do it together. Come on, go out and be great. 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 forced to endure the pain of larynges frais if you obstructed me with the idea that you missed this week’s show sitting right next to me this week because her family is on vacation at my beach house. Is our associate producer, Kate with what’s on the menu? Hi, Kate. Hi, Uncle Tony. It’s nice to be here. Well, I hope our listeners are hungry for empowering women. Jenny Mitchell’s new book, Embracing Ambition. Unites the leadership stories of 12 exceptional women CEO S. The result is a mentorship resource for the current and next generation of women leaders. She shares the challenges including perception, barriers, glass cliff assignments and collective vision. Jenny is chief visionary officer of Chander on Tony’s Take two. I feel bad for the Democrats 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 and buy pork bun. Looking to grow your nonprofit. You need a.org domain name from pork bun, instant recognition, trust and visibility. Pork bun.com. Here is empowering women. What a genuine pleasure to welcome Jenny Mitchell to nonprofit radio. She is the visionary. What a pleasure. Oh, I forgot to ask you. How do you pronounce the name of your company? Cavender? Like lavender. Cavender looks exactly as it sounds. It sounds exactly as it looks. Ok. What a pleasure. A genuine pleasure to welcome Jenny Mitchell to nonprofit radio. She is the chief visionary officer of Cavender where she works closely with leaders to change the world. One mission at a time. She’s a speaker, executive coach, fundraising, professional, and host of the underdog leadership podcast. Her book is embracing ambition, empowering women to step out, be seen and lead that important book. Brings her to nonprofit radio. You’ll find Jenny on linkedin and her company at cavender.com. Jenny Mitchell. Welcome to nonprofit radio. Woo hoo. I love the energy already. Thank you, Tony. Oh, my pleasure. I’m glad you’re excited already. Thank you. And congratulations on a book that I believe came out in March. That’s correct. It feels like uh my third baby. Are you doing lots of gigs? Are you speaking? Are you selling books? I’m doing it all. So um launched in March, did some Canadian launches we’re working on launches in New Jersey um for the fall. Um And I have another author that’s in Pennsylvania. So we’re on our way there. Not just Trump, that’s there. It’s me too. Um And you know, it’s been an interesting journey, seeing people experience the book, what the kind of feedback is, uh how the speaking engagements have kind of come out of that very briefly. My story is that I, I cut my teeth in fundraising just like you. And as I got going, I realized that the passion I had was for the people. I’m sure you can relate to that and specifically the op opportunity I could provide was women’s leadership. And so that’s kind of where I’ve doubled down in the not for profit space, although I am exploring corporate as well. All right, expanding ever challenging boundaries, one of the things we’ll talk about expanding boundaries, um Thank you for mentioning New Jersey, my hometown. Um And you’re coming to us from Ottawa. That’s correct, Ottawa. So think about going to Toronto and then going kind of east three hours. So the book is a collection of 12 authors. Yourself included essays. II, I deserve essays on, you know, you’re out to empower future and current female leaders. And there are lots of CEO S. Um They’re all CEO S eventually, are they all, do they all make CEO S or they’re all, they’re all CEO S and I might help you with like a sort of situating the why? Because like why another book? Right, Tony, I do to tell your story about the out of body experience that you had. That’s to me that’s what. But you please, it’s your, it’s your, it’s your story. Tell you a story to tell this story. No, no, I’m delighted to tell the story. Please tell your story. I’m delighted to tell the story because um I guess the the very brief of why this book, why another book? And who am I to be honest, who am I to bring another book into the world about this? And so this ties into my story. Um But when I realized that there were parts that we weren’t bringing of ourselves to leadership. And of course, my podcast is called underdog leadership. So obviously, I care deeply about those number twos becoming number ones. And I saw that there was this theme that we couldn’t really know people until we truly understood their leadership story journeys. And so with that lovely segue, you gave me, I will give you the set the stage for the my story, which is called um being Right? And I had this experience driving down a street where I realized in a moment that I was having a panic attack. And it was very interesting because my logical brain kept saying things like, well, if you’re gonna have a panic attack, it’s a bad idea to do it in a car, Tony. So you should pull over and banks are always reputable. So sh you should definitely sit in the front lobby of a bank. Like don’t go to the grocery store. There might not be seats. All of this is running in my head as you can imagine. It’s a ticker tape as I’m trying to figure out how to not pass out in the car. Um And the experience of that moment in my body forms a thread in my story, which I’m not gonna give away the ending. But it’s a realization of something about leadership that I’m trying to do that doesn’t fit. And I’m sure your listeners can relate to that. Uh Tell the, tell the story now about the, the out of body experience you had listening to one of your, one of your 12 authors uh talk about her research. Oh, at the beginning, yes. So yes, at the beginning. So I’m sitting in the audience of a very large international fundraising conference and I’m listening to this woman talk about her research. Uh Doctor Megan Ravine about women’s leadership experiences, which she was an expert in. She just finished her dissertation. She was sharing us those five pillars and the outer body experience was, oh I recognize that 10, I know that one too. Oh That one’s familiar to me. In other words, it was like she was talking to me and I almost had the experience of like, do I look like a she like I’m turning my head behind me thinking, oh my God, is everybody else experiencing the same way? Um And it really helps me understand that my, my experience was not my own. It was just mine. It was other people’s. And so I made a beeline to her because I’m that person and said we need to connect. And that was the beginning of a wonderful collaboration that we had together when I was reading, I was thinking of uh the Roberta Flack song Killing Me Softly, right? She the Rebecca was, was strumming her your life with her words. She wasn’t killing me softly with her song. But there was, you know, no, I’m not gonna sing. No, I know better. I know my boundaries. I know my boundaries. Um Anyway, I was thinking of Killing Me Softly by Roberta Flack. Uh OK. So you got, you got the women together for a weekend was the sort of the genesis of the, of each woman’s essay. What was that? What was that weekend? Like? Do you have a lot of wine? I was wondering, was there a lot of wine flowing? Oh, there was so much wine. That’s cool. You do? Did you do it at your home or where? Where? No, we went to. So first off, we picked a really fancy hotel. It was important to me that they were, that they got the nice hotel because not for profit. You’d never get the nice hotel. Right. You always get the burger. I have a trouble with that. I, I believe we all deserve the best. I mean, we don’t, that doesn’t mean we have to fly first class but it doesn’t mean we have to fly in the coach either. We could, we could do, you know, comfort plus is, is ok. So, I, I, yes, I, I agree that that’s common but I, I abhor it. Well, that’s fantastic because a resort. Yeah, we picked a nice place, a nice hotel in Toronto, um, because it was central and we had folks coming in from all across North America and I’ll just set the stage for your listeners. I, of the 12, I knew four, I think three were coaching clients. There were four that I did not know very well and two that I knew hardly at all because, uh, the network that I wanted to create was wide and I wanted that diversity. So you can imagine all of us showing up on the 12th floor to the bar because I invited everyone to the bar for 7 p.m. and these 12 women come in that don’t know each other. And I’m thinking to myself, well, this is either gonna go great or this is gonna go awful. And within 20 minutes it was really funny because immediately we took over the bar and the volume in the room went up to here and you could see the connections and the conversation starting and the, and the, the shared experiences. I mean, when you’ve lived as a CEO at, when you’ve dealt with the tough stuff, there’s a lot of common ground that you can hop into. And I’d like to think I had a part in that too. I wanted a certain profile of leader. I believe that we have to be ambitious and compassionate and kind. And so that kind of creates a space where you get high achievers but, but high achievers that are willing to share, willing to connect, willing to offer, offer their stories as value add to, to colleagues, share vulnerabilities that Yeah. Yeah. Well, yes, you absolutely. I mean, you should take some credit. You, you decided who the 12 to be. Uh and you, you know, you had set expectations for all of them leading up to, you know, because all of your conversations leading up to that, that wonderful weekend. All right. So that was, that sounds like great fun. I uh so then did you meet in? I’m just uh I’m interested in the, you know, 12 women CEO S sharing and some don’t know anybody. They don’t know each other. A lot of them don’t know. You hardly know two of them. You know, how does it sort of coming? So you had drinks on Friday that’s casual. But already the stories are starting to flow because you’ve set up what we’re here for you. You’ve set the expectations for the weekend. All right. So then what is like Saturday mornings you get together as a required breakfast or what, what happens? So let me give you the flow and, and yeah, we’ve had one zoom meeting before. That’s all we’d had, which basically an introduction before the weekend. So the stage was set Saturday morning that we were gonna workshop together. So what was really funny was, of course, they’re all type a, right? So I kept saying, ladies, I’m in charge, I’m in charge, you know, because they want to qualify, they want to understand expectations. Uh That was really funny. And I actually had a wonderful um colleague named Michelle Fishing, who was our facilitator slash editor for the book. And she spent a full chunk of time in the morning talking about storytelling and remember some of us in the group of fundraisers, not all of us, but we all know comms, but these are personal stories completely different. So we actually talked about the components of storytelling. We talked about what an arc of a personal essay or, or like you said, um article or whatever would look like an essay, you know. And um we, we kind of framed that out, but here’s where the magic started to happen. And I share this because I think this is a great tool that people could use in different ways in their offices. We w we broke into groups of 31 person told their story, one person asked questions and one person listened, Tony. So the listener at the end of the story being shared because we’re trying to workshop which story we would include, right? And you know, they’re type a, they’re like, I have this one, I have this one, I have this one, I have this one, I have this one and we’re trying to connect them to the most meaningful story tied to leadership because that is really what I wanted to get to. And a story that wasn’t just, here’s my broken heart. Like here’s what I learned from this. That’s what I’m not so interested in the story of what you, what you experienced. But I’m really interested in what you overcame and how you managed it because that I think is a teachable moment, right? So what happened was when these women would hear their words reflected back to them by the listener, there were light bulb moments. It was like coaching like they, oh I never thought of it that way. And what they thought the story was about was actually not what the story was about. And that was really cool, Tony, really cool and AAA good number of them share that in, in their essays that, you know, as I’m writing this chapter for the, for Jenny’s book, uh I’m, I’m thinking about how I grew and reflecting and I, I’m, I’m seeing this my own story in a different perspective. You know, in, in, not in so many words but those exact words, it’s, it’s actually that one g starts with, I’m the little engine that could, I don’t think of myself as a leader. I just show up every day and do my work. And then as she describes her journey and where she came from, um this is Heather Bach in the book. And at the end she says, you know, as I write this, I realize that I have a great accomplishment and that my values and what I stand for reflected in my leadership journey and I can now own that, that label, that I am a leader. Um And I thought those were beautiful moments and a lot of empathy too like, wow, I’m so sorry that happened to you. Like we have some pretty heavy topics, right? Like racial discrimination. Um A lot of tough the school of tough knocks, but the book is actually quite lighthearted. I would say Tony, I don’t know how you feel about it, but it’s, it’s got everything. No, I agree. It’s, it’s uplifting. It is, I mean, it’s uh you know, it’s, it’s empowering. Uh and, and uh yeah, there are, there are, there are hard moments. Uh We’ll get to them. 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 empowering women. Let’s tick off for everybody. Just so we have a general framework, the five, the five pillars, pillars around which the, the essays are organized, just tip them off, just tick them off and we’ll run through them, we’ll run through them. So I’m just reading for my book. So I get them in the right order. Um So the first one is perception barriers. A K A imposter syndrome. The second is embodied roles. When you take on the role too much, I would say, embracing challenge, I think that one’s self explanatory as well as Glass Cliff assignments. This one’s getting a lot of play in the media. It’s interesting that folks have picked up on that one. We can, we can talk. That’s the idea that you get hired into a situation that’s almost impossible when you’re falling off the glass cliff. And finally, visionary, I all of the women and the research says that these women can see something that’s possible where others can’t. And so their ability to bring people along is one of their defining elements of leadership. So those are the five including seeing things in themselves. That’s all right. That’s where you’re, you’re in the, you’re in the vision, you put your story in the visionary pillar. All right. Um, some perception barriers. This is the, the first one, interesting that you started with a, with a tough one. this is a woman of color who’s introduced, uh, her is introduced to the board as, uh, uh, I want to introduce our new Fabulous BPO CEO and her world like the room starts to close in on her and it only gets worse. Uh It doesn’t get better. She’s hoping it’ll get better. But this is uh this is uh say please pronounce your name for me. Uh Oh, no. All right. Why don’t you, uh why don’t you share a little? We, we, we won’t have time to do every 12. 1 matters. But you opened with a, you opened with a, you opened with a probably the I, I think the most egregious example of racism and sexism uh in the, in, in, in the book. Yeah. And she’s so gracious about it. And uh so to set the stage, what her experience was of that was that all of her other credentials didn’t matter. She was defined into a box of being pal and that’s all that she counted for. So I learned a lot from her story. I’m actually still, I’m getting goose gump as we talk about it. And she talks, I tell you my synesthesia kicked it. I got some tears reading a couple and I got some chills too. So, same, same reaction. Yeah, it’s pretty, uh, and I think the other thing for us to understand, especially myself as a, as a white person is, you know, when, when women of color go up to be CEO S and they even go up for a job. First of all, there’s tons more risk for them. But what I didn’t realize was they become the symbol of their entire community. So she talks, she’s from Nigeria. So she talks about all the Nigerian finance scams that kind of chased her. So she triple quadruple checks, all the finances for her organization. Um Never thought of that. Never crossed my mind that she would think that way. So the ability in these stories to see the perspective from other people really powerful. Um She talks very strongly about her community and about the the collective decisions they make together. Um And one of the most so using that example of the three people listening when she told her story, the thing that everybody kept saying over and over was I can’t get my head out of that um that room in the bathroom, the the cubicle in the bathroom she opened with this story about the cubicle being her friend and how it had seen her highs and her lows and that was the place she’d retreated to when you know, somebody had had, she found out that one of her colleagues made more money than she did, even though they, you know, they did the same job when she got turned down for promotions. Also her happy stuff too. And, and the visual of that cubicle just stuck with us and we built the whole story around it. Why did you make the choice to start with? Uh uh a uh a difficult story? That’s a great question. Um So one of the things we said to the women because they’re type a, they’re like, OK, which pillar do you want me to write to? And I was like, no, I want you to write your story. Our job as editors is to figure out how we thread this together. And so they knew the research, we had prepped them with the research and they’re all really excited about it. But the goal was not to write to the pillar because I it it kind of pigeonholes you a bit and then you have to, if you know, you kind of flip from first person to like academia speak, you know. Um And it was, it was hard, it was challenging for many of these women who represent organizations Tony to represent themselves to speak. It wasn’t hard for them to speak from the heart. But the majority of the issues were around. How much do I tell? Will I be hurting anybody by telling this? Right. So where’s the line on that? Um And so why did I start with a, a compelling story like that? I wanted people to notice the book. I know people don’t read full books. My story is at the very end. So I thought, you know, people would, if they were so inclined, they would make it there. Um And I wanted people to pay attention to what we had to say. And the perception barriers is real. One of the things the research said that I just want to highlight is it’s not just external perception barrier. So people not seeing you as a leader that’s gets discussed a lot, but the internal perception barrier, am I good enough to do? I have the skills, you know, we talk about competence, builds confidence. Well, what if you don’t have a lot of competence? What if you just don’t have a lot of time being a CEO how do you build, build that address the perception barrier from internal? So I thought it was, I still think it’s a kick ass story. The there is a lot of introspection in the book. You know, you talked about the imposter syndrome. We’ll get to um I think it is Delphine who makes the is a very good example of what uh her essay is a very good example of what you just described about how you see yourself your own perception as well as the perception of others. Um And, and just women, you know, women are not uh raised to be, to be leaders. And I think that even in 2024 I, I think it’s less true than it was 40 years ago, but it’s still true. Oo overall women are just not raised in those girls are not raised in those with that kind of thinking with that kind of role. So the, so the self doubt is, I think remains pervasive which we need to, you know, you’re, you’re making a step at, you’re, you’re taking a, you’re chipping away at this, this perception barrier and we all have it. I mean, I think that’s the other thing was at, at the end of the day, we live in a society. So we’re never going to get away from it, Tony. But what we can do is prepare ourselves better. So that I think that’s where you see the hope in the book is, I’m not here to say who with me, poor me, these wonderful, these horrible stories. This is what happened to me. I don’t care so much about that. Actually, I care more about how you handled it. I care more about what you did about it. And and the book is about and here’s how we can prepare the next generation better because once you know these stories, once you know, this is going to be part of your experience, different sections of it or whatever, then you cannot be so thrown off your course when it happens, right. That’s the thing and, and if you’re not alone and I think it’s important for us as people who’ve arrived there to say this is what happened because it really changes the way you see someone because leaders still have this shiny veneer around them. I don’t know if you, this drives me nuts but you know, that shiny veneer that they’ve got all the solutions, all the answers they can’t possibly be, show themselves as vulnerable or human or, you know, miss a pick up with kids. That’s the jack we, uh, theory of leadership. He’s, he’s been, yeah, I don’t, I don’t know, debunked but he’s, he’s, he’s an anachronism now, but we’re in a transition and we don’t have a lot of models of that ambition and compassion. Right? I mean, look, let’s look at the, uh, the female models we have, we have Angela Merkel, you know, relatively masculine. Hillary Clinton is maybe one. Kamala Harris, not so much, but like those, those were how they, they, what they had to do to survive was become a, more of a masculine energy. And so we’re in on charter waters. We have our new Zealand Prime Minister, you know, who, who really came to the office with a different experience. Um, and I think modeling that and showing that it’s viable, it’s not better or worse, it’s just different and it’s viable, but we’ve got a whole chunk of years behind us of society that’s been expecting something that’s that unconscious bias. And I want to be part of blowing that sucker up. You, you are, you, you are. Um And we’re gonna move to the next pillar. But I, I, for, for listeners who may have ever been identified as an interim, stuck in Interim, your own, again, the outside perception, your internal perception, your own, your own self worth and value. Uh There’s an excellent uh essay uh by uh by Megan about Interim. It’s called Interim. So um that’s a must read actually, that’s a must read too because there’s so many nuggets there, things like asking for pay at the new interim level, like asking for clarification on how long like how do you define yourself worth and, and how long, I mean, you can very easily be taken advantage of as an interim. I just wanna say, let’s move to uh what, what, what was the last thing you said? But if you let Yeah, yeah. All right. Now uh our next pillar is uh you call embodied rolls. What, what does this one mean to you? The easiest way to describe it is the uh OK, fine. The corporate lawyer gonna use your example. Um who gets breast cancer and who decides she wants to move into not for profit into cancer and becomes the ceo of the blah blah blah cancer society and can no longer separate her personal and her professional work lives and the risk of burnout is so great because they over identify with the constituent group they support. Do you want to uh le le let’s, let’s talk about the story of uh uh of the Navy jag. Jag because that one struck me as a, as a former lawyer. She got much further in her career in law than I did. Uh uh Illuminary, the two star admiral that she rose to um II. I think that was a, the way she wrote. Did, did she write the story or did you change in, in editing? Did you change the flow? I love how she opened with the courtroom, the courtroom movement. I thought that was and, and I was thinking of, you know, she mentions, she mentions Tom Cruise and a few good and a few good men. And I was thinking of that uh before, before her reference, I don’t know, I’ve always go to media like I was saying earlier, I was thinking of uh Roberta Flack’s song. Um So yeah, just why don’t you share the, share the story, share Janet’s story. So Janet’s story is that she goes, she’s very funny, by the way, I’m sure you giggled when you read it, right? So she talks about um uh going to deciding to go to law school and the the service calling that she had in her family, right? So her parents had been involved in service and community and military backgrounds. So she decides to become a lawyer and and ends up as a jag lawyer. The, I don’t know if that’s the same term in navy. Yeah. Like a judge, judge advocate general. J so a navy. So imagine being, I don’t know, under 30 on a boat. First of all, working to support the sailors depending on how their, you know, things go along. And the theme of her story was that the system is you, you can believe in the, and this seems so timely, you can believe in the system and you can put your faith and trust in the system. But there will come a moment where you yourself are the system and the expectation and how you show up and do the right thing at that moment really matters and you must never forget that. And so her story goes through this disillusionment. There’s a couple of different instances where one is, she’s wrongly accused of having sex with one of her clients and it is a completely false accusation, but you must go through the process because that’s what the system is. And you get to hear this sort of inner dialogue that she has about. Well, how could I, how could I have slept with him? I don’t even know him like, and she goes through this whole thing and it turns out that, you know, she was the, the attractive young lawyer on the, on the ship and there was some, some loose lips. Um So that was on her front and eventually the charges are dropped. But it happens again when she’s representing someone where she feels that due process isn’t happening. Um And in that case, it’s a very interesting story where someone’s brought, uh, they want to be dishonorably dismissed from the military and the impact is Tony, they don’t get benefits. So it’s serious, really serious. And um it goes through the process of how this judge wants to move this thing through. It’s December 23rd and he’s not willing to wait for time. She hasn’t even met the client and they want to just push the thing through and she judges them about against the system, you know, are, are they acting in the true spirit of the system? Is this fair? I mean, the other part of her story as a lawyer is justice and, and equity and, um, fair process and treating people, uh, the way in the eye of the law. These are all very strong, strong principles of hers. Um, and I, I won’t tell you the ending on that one because it’s, it’s absolutely fabulous. But your question about writing, her writing is very dense, very different than the other ladies. And it was really important to me that I not change it. Um But what I did do was ask or challenge her arc of the story because there’s a lot of different components in this story and it could, it could be, I was worried it could be confusing to the reader. So, one of the things I would do with Janet’s story is I would do a bit of editing and I’d hand it to someone that knew nothing about her. And I said, can you follow it? Right? Because there was a brilliant thread. But I mean, it’s, we had so many ideas. It was almost more of a paring down. Um And to make sure at the end there was a strong message and sidebar. She is, um, the, uh, president of the Girl Guides in, uh Greater Pennsylvania, which I think is just such a perfect role for her girl scouts in the US Girl Scout scouts in central central Pennsylvania. Yeah, two star admiral. She rose to remarkable career in the, in the law. And it’s funny that you, you highlighted that one as a lawyer too, right. So you could, I can imagine you could see, see that story even more vividly. Yeah. Well, it’s a big stretch. I was a lowly two year. I, I only lasted in law for two years. Uh, so maybe, you know, that hearing, if I had been a jag officer, I wasn’t, but if I had, I could see, I could see doing that hearing. But, uh, that’s about it. You know, I, I didn’t get, I didn’t get too far. So that’s a, that’s a, that’s a book in itself and this is another reason why the book I think is so, so fabulous if I May. Is there so many different perspectives? You know, there’s 12. So some of them you’re going to resonate with more and I think that’s really why I wanted this sort of prism experience of leadership. There’s, there’s no one size fits all right. Um, but there’s always takeaways and you’re going to connect on a visceral level with different personalities and different profiles. And that’s what I love about the book. It’s time for a break. Pork bun.com named the number one domain registrar by USA today for 2023 and 2024. Pork bun helps you share your organization’s mission with a.org domain name.org and the entire.org family of domains are at the heart of change makers and philanthropies worldwide. Join an international community of individuals and organizations sharing a common goal to make the world a better place. Your.org domain name gives your website credibility is easy to remember and helps bring better awareness to your goals. Every domain at pork bun comes with free features like who is privacy, SSL certificates, web and email hosting trials and more. You can manage everything about your domain from one place backed by five star support. 365 days a year. Get your.org domain name for a low priced at Pork bun.com. It’s time for Tony’s take two slide that mic over here. Hey, thank you, Kate. It’s good to have you sitting right next to me. It’s fun. Alright. The Dems I feel bad for the Democrats because they just can’t break through all the noise. All the media coverage of National Make a Will Month. I feel bad for them. The, the Republicans actually were smart to have their convention in July because there’s no point in competing with National Make A Will Month. It’s not a fair game. You, you just cannot break through. So I know it’s hard to find information about Kamala Harris, Tim walls, all the speeches, all the entertainers. Uh It’s hard, it’s, it’s hard to find the news uh out of Chicago. I, I understand I’m having the same difficulty, you know, I, I cannot find it on Twitter X whatever. Uh I have. Yeah, you gotta go looking, you gotta go digging, it’s worth it because there, there is content there. But you’re gonna have to spend a lot of time looking, you know, as you sort through the National Make a Will Month coverage which dominating the media channels. So II I feel bad for the Dems and that’s Tony’s take two Kate. You know, all I have to say is Happy National. Make a well month. We’ll take it one more, one more voice in the crowd. We’ve got vu but loads more time. Here’s the rest of empowering women with Jenny Mitchell. You know, that makes me think of another film that is, I have not seen yet, but it’s on my, it’s on my immediate list. Uh It’s called Nashville and I, I just from the trailer and what a friend who recommended it told me is it, it’s a mash up of 20 some different stories taking place in Nashville, Tennessee. Uh And so, you know, some you’re gonna resonate with and some of the characters, you know, are not gonna hit home so, so hard. But um all right, it makes me think of, uh makes me think of this fabulous book. Embracing Ambition. All right, and I’m gonna see Nashville soon. Um OK. Embracing Challenge, our third, our third pillar. Um Yeah, you know, these are, I mean, the women are all go getters, you all are, you all are go getters all became CEO S. Um but this one, you know, you picked out somewhere uh like Sherry is, is new in the role Sherry’s Sherry’s essay is called ambition. Why don’t you, why don’t you share Sherry’s story? Love this. So um Sherry of course, holds a dear spot in my heart because she’s one of my co coaches in Cha. She does my West Coast coaching stuff. Um And the thing about Sherry’s story is, you know, the other word it could have been was underestimated. She was underestimated. She wanted to, she had a recreation therapy background and she wanted to work in the health care system in a leadership role and she brought herself with her big girl pants up to the CEO S office who was a woman and said what do I have to do? I mean, isn’t this textbook? What do I have to do to have your job one day? I’m here for, you know, she was in her thirties. What do I need to do? And the woman slammed the door on her vision and her dream by saying it’s never gonna happen. You’re not a nurse. And the story is about a, how she picks herself up from that b how she perseveres, which is a theme on this, embracing ambition, right? Embracing challenge. Like just because I know nothing about it doesn’t mean I shouldn’t do it. Um I, I hear that a lot with clients around finances, right? They come in through a programming background and then they have to do budgets and planning just because you don’t know how to do it doesn’t mean you suck at. It just means you don’t know anything about it. Well, you do, you do suck at it now, but we’re all trainable. If your, if your mind is open, you’re trainable and, and by the way, perseverance, I think pervades all five pillars. I mean, all these women, you know, they kept at it, they kept, I mean, we’ll talk about that with the visionary pillar but keeping at the despite the despite the internal and external perceptions and real and real challenges too. Real boundary, real. Yeah, real challenges. Uh the, the perseverance pervades the book. Yeah, for sure, for sure. And uh when So when Sherry was declined that way, she found another way to get there. She offered to take on extra files at one point in time, she got offered a secondment into the foundation and that became a huge career for her in fun development and uh sidebar for our not for profit people. She had 10 cents, 10 separate uh well, be a bit like your cuny job you were talking about earlier, right? 10 different centers with 10 different needs in long term care. And it was a team of three of them that used to manage all of those fundraising portfolios, raising millions of dollars. So it was quite a play. Um And she persevered and that’s how she got her seat at the senior leadership suite table was through that side door that would never would have opened up if she had gone the other route. So to me, there’s um there’s a lot of, and being underestimated is such a typical experience for women. I wish it wasn’t, but don’t believe what they’re saying about you. That’s really a message if, if you want to do it and you want to try it, put your hand up and try it and don’t be afraid to fall down. It’s, it’s part of, it’s part of learning is failure and embrace it. Don’t believe what other people say about you. Uh You were just referring to uh my, my previous fundraising work at Cuny when you and I were talking about that before we started recording uh that I did plan to giving fundraising for Cuny, which had 2020 different colleges. That’s the, that’s the connection. Um You know, I, yeah, there’s another one I want to talk about embracing and embracing Heather, the other, the other story but was so, so Sherry’s story is uh is ambition, Heather is identity. Um And she’s one of them who calls out that writing the essay helped her own self identity. Tell, tell us about Heather. Yeah, I love that. And I love um the other thing that comes out of hers is the perseverance. She, she grit grit determination. She, we’re calling it perseverance. So just to tie that up into what we were talking about a minute ago and I think uh it’s called Identity. I mean, we had so much fun with these titles, right? You can imagine us playing with these titles and organizing them all and I sort of decided they needed to be one word titles. Um And I wanted them to have really clear expressions of things. So with Heather, she grew up from a read background, she’s actually from a, a farmer from a small town and um grew up in a retail background but didn’t like the way that people were treated in it and could see another kind of leadership. Um And this story really is about her learning how to believe in herself and learning how to own her values and her principles. And once she did that, Bob’s your uncle, like she was able to, like, it’s a bit like owning it is part of this process. I actually am a leader. I find that a lot with number two and number ones, like there’s this sort of moment where you walk around with a post it note on your head that says I am a leader. I am a leader like you have to almost start believing it and, and uh you know, letting it be in your bones. Um And Heather is very understated, I would say. But the, the realization in the essay I think for her was maybe it’s OK to own my experiences. And, and how about I find my own way of, speaking of my accomplishments and I find that incredibly liberating and inspiring for so many women who are, who are maybe pigeon hold or stuck that also dovetails with finding your own brand of leadership, which, which we we’ll come to. But, you know, uh not fitting uh a, a mold uh a per a perceived mold, you know, a phrase I’ve been hearing lately is uh for women’s leadership is changing the chair. I really like that. It’s this idea that you don’t try and sit in the chair. But how do we change the chair? Like if you, you, I have a CEO friend who negotiated into her contract, she’s a single mom that every time she’s away, there’s a fee that’s paid to her for childcare. And I was like, oh, talk about equity, right? Rather than equality. Like everybody needs different things. And, and so changing the chair is, is something I really like that metaphor. It’s, it’s stuck in my head lately. The glass cliff, it’s our, our fourth pillar, the common glass cliff assignments and particularly I, you know, I, I did not know that phrase. Um and particularly interested in that, that women of color are often put into these types of no win CEO situations. Talk about, talk about the glass cliff. Yeah, we know the glass ceiling right where we hit a, a bumping spot where we can’t get past that title or past that job description. The glass cliff is the literal experience that you’re stepping off a cliff, which is sliding off the side of the mountain and you are, it’s just figurative. It’s just sorry. OK, we’ll lose it. But I, I sometimes physically it feels, it feels like it, right? Like what did I get myself into? Um So let’s back it up and explain um how that happens. Why does that happen? Because often there are so many red flags with the organization that nobody in their right mind would touch it except somebody who was hungry for a leadership or title that would normally not be given to them. So that explains your, your black person, I think of immediately or any of your bike pop communities. Um And so they’re predisposed to take on those roles. The other thing that happens with um you know, the emergence of activity diversity and inclusion is boards think they want a profile of a certain kind of person or how they look. And then when that person gets in there and actually starts making the change to make it friendly and warm and inviting and inclusive. The boards go. Oh no, no, no, no, no. We didn’t actually want that. And that’s kind of my interpretation of what happens to Moj J Cox in, in the book is, you know, she was brought to great fanfare for an organization that felt it was very pro progressive. And when she got it, she was walked out 14 months later. And the thing that always sticks to me about that story is she still to this day has no idea why her husband gave her a depression hammock that she now uses in a very different way, 100 80 degrees from depression. But uh why don’t you, why don’t you just share that, share that part of how do you say your name mode? Yeah, that part of her story. So, uh and then all important to hear that she’s a New Canadian. Um and uh has been worked in the federal government, has a very storied career and, and lots and lots of experience. And so when she was unceremoniously fired, um very publicly, her husband, she went into a great depression, as you can imagine. And by the way, they have four kids. So it’s not like she could just curl up on a couch and her husband brought home this depression Hammock where they put it in her back room or her back 30 she’s a big long property. And so at the back there was this Hammock and she could look either way she could look out to the meadows or because she could look the other way 100 and 80 degrees and look at the house. And whenever she was just the most beautiful moment in this story where her husband explains how she can use, this is sort of, I know you need your space, I’m gonna create this space for you. And so whenever that feeling comes over, you, you have somewhere to go. Can you imagine a house summertime kids like running around? Like I can only imagine, like just keeping it together and, and, you know, uh she was a primary breadwinner at the time. These are things, you know, we traditionally don’t think of women as primary breadwinners, a lot of pieces to it. Um And now she uses the Hammock like you said, she’s changed what’s really changed since this experience is she’s not willing to compromise her quality of life for a job. She not want to call compromise her family life. She’s, she’s not going to give her left kidney anymore. She’s willing to be part of the conversation and it is very active in the not for profit world here in Ottawa. Um But she is or sorry, she’s in London, Ontario, but she is very, very committed to the work but has completely different boundaries. You know what I took away from that depression Hammock story is that she had a AAA spouse in, in different people’s lives, could be, anybody could be a spouse, partner, dear friend, mentor, but who knew what she needed knew, just knew how she processes, knew that she needed space away from a family of six to, to, to process this, you know, e egregious public firing. She was walked out by six board members flanking her following her to the office gathering. You know, they’re, they’re all huddled around as she’s hovering around as, as she’s putting her family photos in the box. You can just imagine the tension and the, I mean, I don’t even know how you remember it, you know, it’s, and then they escort her out to the boundaries of the property. Uh uh You know, she can’t remember what she said to her husband just, you know, come pick me up the outrage to the humiliation, uh the, the inhumanity. So, so I took away that, you know, she had somebody who knew what she needed, gave her that space and the physical, the Hammock, the physical hammock between the two pine trees. Um So having a, a support network or person who, who know that knows you well enough to know what you need when, when you are needy, critical I think. Critical, I love that. I love that takeaway. Those are the glass cliff assignments. Um Let’s talk about visionary, the fifth pillar, visionary. Um Yeah, you gotta keep, you know, you gotta stay true to your dream. The dream be the change you want to see in the world by, by Angelou, I think or no, there’s countless tw you know, the, the uh the kind of gimmes on Twitter X, you know, but, but you do, you do have to stay true to your vision even when it’s, it’s not happening as big as you wanted it to. Uh with that was Heather’s, that was Heather’s essay, uh called Collective Vision. Share, share, share Heather’s essay. So this one is about, I’d say it really speaks to ambition. She had a vision of what she wanted. She was working for a national Food Scarcity organization. And I think also she, she was, you know, we’ve all been through that thing where we’re super excited by something and we can see it and we can feel it. And when you have that prospecting meeting that just goes like golden and you’re, it’s all happening in her head in the, she’s in a meeting with this, I imagine it’s a Canadian food store supermarket chain throughout the country, hundreds of stores throughout the country and it’s all un, not un, it’s all unfolding because she and the guy mark from the, from the supermarket store or supermarket company are just aligning. It’s all, you know, she’s, it’s all emerging in this sound like a two or three hour meeting. Yeah. And it, uh, I mean, she comes home to kind of 1010 ft off the ground, walks into the office and starts explaining it to folks and she’s so jazzed and they don’t receive it very well. They start punching holes in it. They start asking questions, they start challenging how they could do it in that timeline that, you know, the programming people are starting to freak out like it’s kind of like your worst nightmare. And you’ve got this dichotomy between the two and she talks very pointedly in the story about how um she had to learn how to bring people along on the journey. And for some of us that are raging enthused, just myself included, you know, packaging myself so that people can see where I’m going and kind of leaving bread crumbs and showing people. It’s possible, you know, those visionaries uh take big huge visions and break them into pieces and bring them along and to her credit. She talks about, you know, I remember the line and it says now I don’t want you to read the story and think this is not about holding true to your vision. I want you to hold that vision like a candle like a flashlight. Um, but be mindful, I think is the message of how you piece it out and let people come with you because it’s so easy to get. Right. Nobody can choose my vision. Nobody wants to do what I want. Right. So you pick yourself up, you dust off, maybe you have your piggy party. Like that’s ok. I totally get it. Um, and then you get up and you figure out how you’re going to make it happen and that’s what she did in that story. And she, uh she’s a very successful um corporate sponsorship company and she has a super duper strong vision for that Tony. I, I have to say I was reading, I was thinking, as I was reading, I was thinking, all right, I just quit. I have a vision if you don’t see it, I, I’m, I’m bringing millions of dollars to this. This is the, the biggest corporate sponsorship of our history. You asked me to make change here if you’re not on board. I quit. Uh That’s, that’s why I’d be a terrible employee. Even CEO, I’d be a terrible CEO. I, I would never rise to CEO. Uh uh uh but uh are much brighter, much more empathic, much better listeners. She’s, that’s another thing that comes out in hers is listening, listening to your peers, uh even those who are working for you, you know, you may not consider them your honor lateral peers. But listening, listening is III, I would listen up to the point where somebody says no. And I, I can’t, I just, I don’t take no. Well, I don’t react well to no. And I think too, I mean, you’re from New York. Let’s just talk about that. Right. Right. But on the flip side I find with fundraising, you know, we get tired of explaining ourselves. Right. I don’t know about you. But, and I know your work, but I mean, how many times do I have to repeat the best practices? I’m I have a client right now who, who I’m trying to get to do two appeal letters a year. Like do I have to, you know, blue in the face, trying to explain why two appeals is better than one appeal a year and how much time that takes so that the ability to listen in that moment. My invitation is rather than go defensive. But I think Heather did well was to listen with empathy and try to understand the objection like we do with major gaps. What’s the objection that I can then address? And I also find I my, some of my language is pilot projects. Let’s test it. I use words that make people feel more comfortable. So we don’t have to do two appeals for the rest of our lives because they can’t imagine that. But they can imagine trying it. Right. So that visionary piece and I, I really feel for the frustration. We are almost always as fundraisers. The Lone, The Lone Voice, um which is why we need community and why we need radio shows and why we need to, to, you know, read each other’s stories and, and get jazz like I’m just so pumped right now. Right. We’re, we’re getting to unpack this stuff and, and talk about it normalize it. Let’s make the uh the final essay that we talk about. Let’s make it the Jenny Mitchell essay. Uh because this is another key takeaway about, you know, yours is called, I’m not gonna, I’m not gonna tell you a story. Yours is called No. Right way. What’s it? What’s that all about? Yeah, I had this perception that there was some right way of doing leadership and when I arrived there, I would know type a, can you say much? And I, I really felt very frustrated with the, the leadership books because they would just kind of spew best practices and they would, you know, give you frameworks and da da, da, da, da da and I’m a big reader. Um I love to read, I love different ideas. I’m an idea generator. But the experience I had was being a chair of a board on a very challenging board at a very challenging time. I give myself grace on those that there were a lot of transitions sidebar. One of the things that happened was we were an institution that had been around since 1881 we had restructured in 1939 under a new share structure. And because of governance, basically nothing had changed until t uh 26 months before I took over. So I’ve been on the board during this governance transition. And so I kept saying we were 100 year old birth into this new organization. And so the story talks about me, I’m, I’m gonna say, trying to lead, trying to lead the way I thought leadership was supposed to be done. And, and a lot of that came from books. You are a big reader, you were reading, it comes out a couple of times and you how many leadership books you were reading? Yeah, because, you know, I must have been able to find a solution. I’m a smart girl, I should be able to figure this out, right? But the problem is, is you’re always wearing somebody else’s coat when you do that and you’re not showing up as your authentic self. And one of the things I talk about is how I over prepared for everything. I mean, I over, over, over prepared. I had agendas, I had sub agendas. I had where I to get to where I didn’t want to get to. Um of course, being a relationship based person because of my background, um it was very important to me. I think I did a great job on team. Not something I think is a real strength of mine with that group. And so they were able to come with me on things. But internally I was super stressed to the point where I was, I was having panic attacks and that’s what I talk about in the story. Have the 12 women gotten together again since that, since that first meeting. So in Toronto we got as close as we could, we had nine of the 12 in Toronto for the launch. Um We’re in conversations about an audio book. I think that would be super cool because we have all those different voices in different wilts. Um And I’m learning that there are more and more people um listening to audio books which really bodes well. So we have a tentative for the New Year in 2025 to come together for a conference and do the recordings. Um Maybe there’ll be a spa day just saying more wine. Yeah. Ab absolutely. Yeah. Oh, that would be, I think that would be fabulous if, if, if you could get all 12 together and they will call on our group chat. We call ourselves the Magnificent 12 which I really love um unexpected, that sense of camaraderie that has stayed from this project. It is not, it is stronger today than it was. I, I’d say every single one the women is, is there for them whenever anything happens. Um And there’s been some, some bumps in the road and I’d like to think that this model of book, I’m putting it out to the universe right now. You know, the topic could change but the framework could stay, you know, you could do a book on women’s women in politics. I think you could do a book on, uh, you know, conservationists. Like, I think there’s a way and not like using examples of conservationists, not their work as researchers and, you know, what they study, but how they feel about the environment and, and why the environment matters to them. And I, so I think it’s a really cool model. I’m not seeing anybody else doing it. Um And I think it really gives a wonderful reader experience. Let’s talk about your, your takeaways, like your top three or four things. You know, you, you were talking, if you were talking to an audience of emerging leaders, even current leaders. The book is, the book is, is uh I think relatable to both whether you’re in your twenties thirties or in your fifties, sixties uh as an emerging or current CEO or in somewhere in the C suite. Um What are your, what are your top takeaways? Number one, nobody is gonna advocate for your career the way you can advocate for your own career. So don’t put your career in somebody else’s hands. Number two, it’s OK to take up space to ask questions to challenge the status quo. Um And it will probably be expected of you. And number three. The only person that has to believe in you is actually you, when you make that choice for yourself to decide that you’re gonna show up as a leader, all these subtle shifts happen in your behavior the way you are and people notice and people change and people receive you differently. It’s beautiful. Thank you. Thank you, Jenny Jenny Mitchell, chief visionary officer at uh cavender. Tell us the story of uh Chander. Why, why? What’s a, what’s a, I never caught one. What’s a cha? Yeah. So a cha is actually a fish. It’s a sort of a colloquial name for a fish, kind of like a chub, a very generic fish. But it lives on the east coast uh between like Boston and uh Nova Scotia in those we call those Georgia banks. And this fish is incredibly adaptable so it can live in fresh water, it can live in salt water, it can live when the water gets all murky. Um It can live at the convergence of the brininess that you have when you have uh fresh water and saltwater together. And I thought what a fantastic analogy for the work of leadership and not for pro we adapt, adaptability, we survive and we get better and we evolve. Her book is embracing ambition, empowering women to step out, be seen and lead. You’ll find her on linkedin, Jenny Mitchell and her company is at chander.com, Jenny. Thanks so much, real genuine pleasure. Thank you. Pleasure. And just for your listeners, the book is available on Amazon. So, um I really appreciate this conversation. It’s been, it’s been really fun. Tony. I’m glad. Thank you next week, community and engagement with Michelle Boggs. If you missed any part of this week’s show, I beseech you find it at Tony martignetti.com who are 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. I still I can’t help it. I love that alliteration. I think you should just start doing it from now on. You can take the whole section right there and buy pork bun, looking to grow your nonprofit. You need a.org domain name from pork bun, instant recognition, trust and visibility pork bun.com. You’re just trying to get out of work. Caught me there. I’m on vacation. You could take that one back to work. Our creative producer is Claire Meyerhoff. I’m your associate producer, Kate Martignetti. 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.
That’s Gabe Cooper’s new book. He walks us through the 8 core practices that will disrupt the status quo and make your nonprofit responsive. Like dismantling silos, adopting agile methods, managing change, building a durable team culture, and more. Gabe is CEO of Virtuous.
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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 hit with focal segmental glomerulosclerosis. If you scarred me with the idea that you missed this week’s show, here’s our associate producer, Kate to introduce the show. Hey, Tony, I’m on it. The responsive nonprofit. That’s Gabe Cooper’s new book. He walks us through the eight core practices that will disrupt the status quo and make your nonprofit responsive like dismantling silos, adopting agile methods, managing change, building a durable team culture and more. Gabe is ceo of virtuous on Tonys. Take two hail from the gym who talks like this 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 and buy pork bun. Looking to grow your nonprofit. You need a.org domain name from pork bun, instant recognition, trust and visibility. Pork bun.com. Here is the responsive nonprofit. It’s a pleasure to welcome Gabe Cooper to nonprofit radio. He is the founder and CEO of virtuous the responsive nonprofit CRM and marketing platform, helping nonprofits build lasting relationships with their donors. He’s the author of the book, the Responsive Nonprofit Eight Practices that drive nonprofit innovation and impact. It’s his book that brings him to nonprofit radio. You’ll find the company at virtuous.org and Gabe is on linkedin, Gabe Cooper. Welcome to nonprofit radio. Yeah. Thanks so much for having me, Tony. It’s a pleasure to be here. I’m glad you are. Oh, congratulations on your book, which came out just a couple of months ago. Congratulations. Yeah, I appreciate it. It was, uh, it was a fun one to write. For sure. Well, we’re gonna talk about the, uh, responsive nonprofit and, uh, the eight, those eight practices that will, uh, help you be responsive. Can you just give us an overview of what, what it means uh, for you, for virtuous, for a nonprofit to be responsive? Yeah, it’s a great question. So, excuse me, I’d written a book a few years ago called Responsive Fundraising. And the purpose of that book was to help nonprofits connect more personally with donors. So, what we, what we were seeing is many of the nonprofits we were working with would send out the same email newsletter to everybody. The same direct mail appeal to everybody, all of their donors would get exactly the same thing. And it felt, uh, pretty impersonal honestly, donors were giving for very personal reasons, what they felt like they were getting back from their nonprofit was kind of this spray pre marketing like, does this organization really know who I am? And so we were really pushing into, hey, I in the world we live in nonprofit should be able to build more personal relationships with donors at scale. Like that’s possible using some of the modern technology. I think what we found over the last couple of years is most nonprofits really want that. They hear me say that and they’re like, yeah, we want, we, you know, we just don’t have the staff, we don’t have the time to really do that. And, but the other thing we found is is just changing. Innovation is really hard. A lot of the things that prevented nonprofits from really building more personal relationships with donors is like, innovation is hard. We’ve done things the same way for the last 20 years. Moving to this new paradigm, we just don’t know where to start, right. So this new book response of nonprofit is really eight practices of innovation all designed around as a nonprofit. How do I move toward innovating more quickly, changing more effectively? How do I build a culture that can actually pivot quickly with the times so that we can provide better relationships with donors and drive generosity. You talk about disrupting the status quo early on, early on in the book. Uh your introduction, I believe is where so uh but these things are, these things are scary I mean, people, people don’t like change. Organizations are a collection of people that, you know, if the people don’t like change and fear change and innovation, then the organization is going to yet. You wanna, you, you want us to disrupt the status quo? Yeah. And I, I think it’s, it’s necessary. I mean, there’s this uh a concept called Martex Law which says, um technology uh increases exponentially. So if you think the internet came out when at the very end of high school for me, right? But if you think there was like the internet and then quickly after there’s like myspace and social media and then there’s a smartphone and then you have social media on smartphones and you have Uber and airbnb and then you have A I and, and each of these technologies stacks on the one before and it moves faster and faster and faster. The problem is organizations evolve linearly, right? So most nonprofits like way we got to get like 3% better every year. Well, the problem is now you have technology that’s increasing at an exponential rate, nonprofit that’s growing at 3% a year. And you have this widening gap and all of a sudden nonprofits look around, they’re like, man, I don’t, we’re not rel relevant for the world we now live in, right? The changes out pa outpaced us and so disrupting the status quo is more than just, you know, we could potentially do something different here. It’s almost like our lives, depend on us being able to adapt more quickly. I think we saw that a lot during COVID. Right. For the first time, I think, you know, nonprofits, you hear the word pivot more than any other word during COVID. And I think some of that is fortunately continue to echo after COVID where nonprofits realize, man, we’re gonna have to be able to change and adapt more quickly to the world around us and, and part of that’s dismantling what we’ve done in the past, killing the status quo, right? And, and being willing to try new stuff. Yeah, you quote someone in the book, uh a woman who says, I, I’ve never heard the word pivot so often as I did throughout the, throughout the pandemic. Uh you have a quote that, uh I, I really think captures what you’re talking about. Uh uh after every chapter title, there’s a quote and uh after the, um the chapter on managing change, which we will get to one of the, one of the practices uh in times of change, learners inherit the earth while the learned find themselves beautifully equipped to deal with a world that no longer exists from Eric Hoffer. I don’t know who Eric Hoffer is, but I think that’s a brilliant quote. Yeah, brilliant quote. I think like the, the, the winners in our current environment, the ones who flourish are the ones that acknowledge. They don’t know anything or they, they don’t know, you know what’s next and it’s the area that’ll survive. Right. It’s the learners and the ones, there’s a similar quote in the book about, um, you know, for the next stage of growth in the next stage that they’re going to be successful. It’s a, it’s more about unlearning what, what, what you thought was true in the past in order to learn the great stuff that’s ahead and curiosity. That’s a, that I, I admire curiosity, curiosity about people, curiosity about the future. Uh curiosity about the present even, I mean, even just managing ma understanding what uh what’s, what’s right in front of us today. Uh I think requires a AAA curiosity. Um II, I admire that, that trait. Um So let’s talk about the, the eight core practices, please. And uh your, your first one is uh dismantling team silos and increasing transparency. But I really would like to start with your story of your wife to be pushing your Mustang and uh how that relates to dismantling team silos, please. Yeah. Oh, it’s so funny. So you guys have probably experienced this. Our listeners have probably experienced this is where um you’re in a nonprofit. Uh you know, if it’s super small, just a couple of people, this probably doesn’t apply. But once you start getting bigger, you start having kind of silos that develop, you know, your fundraising team doesn’t talk to your program team as much as they used to and my wife’s organization. The problem was the, the fundraising team and executive team set on the other side of the parking lot from the program team and nobody ever, like walked across the parking lot to see what program people were doing. And it’s just these silos begin to form. You have like data silos where uh our finance data doesn’t talk to our fundraising data, doesn’t talk to our, our program data and they just harden and Little Kingdoms begin to form. And so the car example is there because at most organizations, what ends up happening is, is one or two team members will take it upon themselves to become superheroes and put on capes. Right? Well, you gotta, you gotta share the story of Farrah pushing the car. Come on. Don’t, don’t hold out, don’t hold out on uh nonprofit radio listeners. Well, the story of what your wife to be was doing, it’s an embarrassing story, but it’s in the book, you got it in the book. It’s not like I found it in some dark corner. You wrote it in the book. So please tell the story. So I had this four cylinder mustang, this horrible car, it looked like a mustang on the side, but on the inside it was not a mustang. And the thing, the only way to get it started was to push it and, you know, sort of throw it into gear as it’s moving and first gear is a manual, a manual shift. You had to put it into first gear whilst, so my, my sweet now wife, I was dating her at the time. She wouldn’t rain or shine. She’d have to get out of the car, pushing the car. I would pop it into gear, get it going. And she’d run along the side of the car. Dukes of Hazard style, jump in the door and off. We’d go right. So that was, that was the early stage of our dating relationship. But it seemed like just such a great metaphor for what I see. So many nonprofit professionals doing, which is, you know, pushing the car running alongside the car, jumping in just being heroes when they don’t need to be heroes to compensate for the disconnects within the organization, doing everything that needs to be done when it’s not the most efficient. But, you know, the, the lights have to be kept on and, and the people have to be served. So I put on my cape. You use the, you talk about in the book, the, the superhero wearing the cape. That’s right. That’s exactly right. Um And, but also, you know, she was willing to uh break down the silos. I mean, a girlfriend that’s not, that’s not a typical responsibility for uh uh e especially in just a dating relationship. You know, getting your car started after the dinner that hopefully you paid for. At least you bought her. I would hope that you at least bought dinner before the, before these car pushing in the rain episodes, at least pay for the dinner. I should hope. All right. Uh, but, yeah, but she, you know, that’s outside, that was outside the, uh, the girlfriend’s silo. That’s right. Yeah, that’s exactly right. There’s, and that, that’s what we see. Like, you know, the most effective nonprofits that we work with. Realize, like, you can’t have one or two staff members be the heroes that close the gap that do all the unnatural things that shouldn’t be done. That’s outside of the role just to make the thing keep running right. And so, so much of that is, is about and can, can we just have better systems? So our fundraising, our comms team, our program team are working together in lockstep. Do they have shared goals are going after together? Is, do they have shared data across the organization? Can everybody see what’s going on? Are you holding your entire team accountable? So everybody’s pulling their weight. Are, are there any efficiencies in your system that you need to be able to correct for? So you’re not, you know, risking staff burnout because you have one or two heroes that are running beside the car and pushing. Right. So, and it’s critical, especially as your organization starts scale or starts getting older, like these things just inevitably happen, you, you talk about the it silos and, and fundraising silos. Give one of the examples of the uh of fundraising silos and what we can do to break these down. Yeah. One of the bummers that I experienced early in my career and, and I’m sure you’ve seen this too, Tony is that sometimes fundraisers are seen as a necessary evil within the organization. They’re kind of like the sleazy c side of the house that, you know, I guess they, they have to go get money so we can do the real work of the organization and the cause and, and I hated that stereotype, I think, you know, I’m on boards and I do fundraising all the time. But I think generosity is part and parcel to the mission of the organization. It’s not, you know, it’s not we fundraise because we have to, to get the real work of the mission done. It’s like actually building generosity in the world is good in and of itself, it’s good and it’s part of the organization. And so I saw a lot of silos were just like we put the fundraising team in a corner. They don’t really interact with everybody else because they’re kind of doing the dirty work of the mission. And so you begin to have this silo built up, you know what I, I think I mentioned the book, but one of the things that I’ve seen several organizations do I think is just amazing is they have people on the program team calling think donors and they have people in the fundraising team participating in program, right? It’s just that actually putting on the shoes of the other person and doing these simple things that can begin breaking down these walls is, is amazing. The best organizations I know fundraising program, communications all start to get blurred in this really beautiful way when you’re doing it. Well, its 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 the responsive nonprofit. You, you cite one nonprofit where even where everyone has to be in the the customer support uh role for two weeks, even, even the lawyers, the new corporate lawyers for the organization, they spend the first two weeks, they spend two weeks uh on boarding in the customer support role. Zappos is the shoe company Amazon. In the early days, you could, if you were hired as an attorney at Zappos, they would make you do customer support calls your first two weeks. It’s just amazing, right? It creates so much empathy across the organization. In the case of a nonprofit, it really brings your donors to the front. So now your program team is getting to talk with these people that are, are giving their hard earned money and time every month to support your cause. And the pro program team gets to see that firsthand. It just, it’s magical and this could be done, you know, in uh like a, a ride along for a day or, you know, shadow for a day or a couple of days so that you would build the, the empathy that, that you mentioned. That’s exactly right. That’s exactly right. The, the, it one is a little bit different that the, it, unfortunately, it, and some nonprofits has just become, they’re, they’re seen as like the bottleneck or the killjoy, right. We wanna kill all, do all this stuff and it has a backlog and we can’t get it done, which is for as a, I’m a computer programmer by trade. So that’s a frustrating stereotype for me. Right. But um there’s several ways, one of the, the things that we’ve seen the best organizations do is actually empower the individual teams to make their own technology decisions rather than having to run everything through it. We were even talking with the folks at Microsoft last week and they’re seeing Microsoft is seeing the most innovation in A I right now from non technical people, right. So with the Microsoft nonprofit team when they go into nonprofits say who’s, who’s doing really cool things with a I it’s never coming out of it. It’s coming from the fundraising team or the program team, right? And that’s like, and the more we can think about sort of empowering the entire team as technology decision makers rather than like keeping that entire burden on the it professionals, the better we’re gonna be, you mentioned, uh goal setting, uh you know, shared, having shared goals and that leads to the, your, your second practice, which is metrics and quarterly goal setting. And you tell us what’s your thinking here? Yeah, I, you know, one of the things is that you’re never going to be successful as an organization and you’re never gonna be able to pivot unless everybody at the organization is very clear on the target that we’re aiming at together, right? And so which requires two things. It requires really good reporting, you know. So if you say as an organization a to be successful, we need to increase donor retention by 20% this year. Like we’re not gonna be able to hit our number and accomplish our mission unless we do that. But if you don’t, if you can’t report on that number in a meaningful way and allow everybody in your organization to see it unless they know that it’s important, you’re just never gonna get there. It’s way too opaque. I’ve been a part of way too many nonprofits that don’t, they just don’t know their number. They don’t, they can’t see the data, they don’t know what they’re chasing after. So decisions end up being made by leadership or whoever has the loudest voice at the table. They’re not data informed their decisions, they’re just whoever has the strongest opinion. Right. And that it, it is a recipe for disaster because you end up wasting a lot of time on the wrong things that don’t actually move the needle. So a lot of what we talk about in the book is, is frameworks for setting clear goals quarterly. A lot of nonprofits have started to adopt E OS the entrepreneurial operating system as a way to set quarterly goals and sort of operationalized goal setting in the organization. Um or there’s a framework as well called OKRS objectives and key results that does the same thing. But basically both of them say like, hey, every quarter, we need to know the 3 to 5 numbers we’re shooting for, you know, whether it’s program outcomes, it could be donor retention, it could be new donor acquisition, it could be starting that plan giving program that we’ve always wanted to do. You set clear goals quarterly, right? And everybody knows what success looks like, they know the number and those goals should actually filter down. It’s not just that an exercise for the executive team in the board. I I feel like I should be able to walk to any employee of a nonprofit, any individual contributor and say, what’s your number? And they should know, hey, the reason I’m getting receipts out within 10 days is because when I do that, I know I increase donor satisfaction, I increase likelihood of second gift in this number. We want to increase second gift retention by 25%. So I’m playing a big part in us hitting that number, right? Like everybody at the org should know how they’re contributing to that, that quarterly goal. And I just find it’s, it’s just too rare in nonprofits, especially small to mid size nonprofits having that sort of discipline around. This is where we’re going and we’re all in lockstep getting there together. Quarterly. Feels just right. It feels like a month is, is not enough time to achieve anything. Semi annual. We could be slipping and not and not know it and it could end up being too late. I don’t know, quarterly just feels, feels perfect. 90 days is enough time to get something done. Right. And it’s, and, and you can now look back and make adjustments for the next quarter as needed. Right. A lot of this too is, is, takes executive leadership in bringing your board along because a lot of times boards are calibrated to sort of annual plans and as nonprofits, we all know that we get like halfway into the year and everything goes to hell in a hand basket or things change. Right. So it’s even calibrating board and leadership to understand, you know, this is what we’re going after this quarter and the next quarter and the next quarter and it gives us permission to pivot and sometimes even stretch further than we thought we could halfway through the year. Let’s move to uh agility, the agile, your practice three, the agile nonprofit. What, what is the uh agile methodology comes out of software development, doesn’t it? It does. And it’s been applied. There’s this great TED talk on, on a guy that started using agile for his family, like his parenting and, and, and doing stuff at home. And so it’s, it’s used broadly. It’s used a lot in marketing right now. Actually, um Agile is just the concept that, hey, we’re, we’re gonna work in small teams and on projects and we’re gonna work in two weeks, spreads, right? And so this is especially powerful in marketing and fundraising teams and nonprofits where uh you want to test new ideas or launch a new program. So rather than saying, hey, we’re gonna lock ourselves in the room for the next six months and hopefully, what we come out on the other side will work instead of doing that, we’re gonna work in, in two weeks, sprints where we’re going to see how much we can accomplish in two weeks that we could test at the end of two weeks. And so, you know, maybe as a nonprofit, you have this hypothesis. Hey, I think our donors care way more about video stories than they do all about all the stats we’re shoving down their throat. It’s like, well, we don’t have to wait six months to figure that out. In the next two weeks, we could create a video. How could we test? So what we could run, run on social media side by side, split test to see what works and what doesn’t work. It allows you to break up work into two week chunks plan that work, execute on it. Everybody comes back at the end of two weeks and shares what they’ve done and what they’ve learned, which is incredibly important because you have this like continuous learning loop that allows you to make pivots on the fly rather than just wasting time working on stuff that will never bear fruit. And the uh agility also not surprising. It starts with, with goals with shared goals and the goals toward the, to I guess toward the two week sprints, I guess not, I guess towards the two week sprints. Right? I, I know, I know, I know, I like to, I like your time period, the quarterly goal setting, the two week sprint. I don’t know. I just like the idea of a sprint. You know, even if, even if, even if it crashes and burns and you didn’t meet the goal you still have learned and you’ve only, and it’s only taken 22 weeks to learn a lesson. Well, now it turns out they do like the statistics better than what we thought would be the engaging video. But our, you know, it turns out that our intuition was incorrect. Our audience more prefers uh what we think is bland over what we think is engaging. But now we know, so let’s focus more on numbers and we don’t need, you don’t need to produce so much video, you know, that’s counterintuitive. But, but you, you, it’s valuable to learn that, you know, all your assumptions, whatever they may be, however, you know, how strongly we hold them could very well be wrong. And you can, you so many of those you could test in just in two weeks, a little sprint. That’s right. That’s right. I always encourage organizations to use the word hypothesis. It sounds like a goofy scientific word. But you’re h uh hh zero H one. That’s right. Yeah. So it’s what our reach not. That’s right. So you have a board member, hey, direct mail doesn’t work, right? It’s like, well, we have a hypothesis. Direct mail doesn’t work. Could we test that? Hypo? Let’s not assume even best practices here. All these best practices, nonprofit space, well, sometimes best practices are best practice because they are our best practices. Sometimes somebody just said it a long time ago and nobody bothered to test it at this organization. And so let’s hold those loosely as a hypothesis. Let’s see how quickly we can test, learn from them and then pivot to what actually works. Anything else you want to say about, uh, agility? It’s, there’s, there’s a ton more in the book. I mean, the bumper practices is it just, you can’t deep dive into any of them too much. But if you’ve never tried sort of that like an agile approach of two week sprints, like, find, don’t, you don’t have to roll at all. Just find one team at your nonprofit, two or three people with a project you’re working on, they can test it out. I promise you, you’re gonna be thrilled with the results and, and want to adopt it. But just start with a project with a small group of folks and give it a shot and see how it goes. And there are hundreds of books on uh the agile methodology. Um OK. Human centered design practice for being human centered. You talk about uh as an example here, water.org the, the way they uh did empathy gathering brought, brought constituent opinions in te tell us that little water.org story. Yeah. Water orgs this great org. Um Matt Damon is one of the founders. So they have all this kind of, you know, big star appeal and that kind of thing, what they found was uh just funding water projects like wells. The kind of thing that typical orgs do was good, but really fixing this problem required big systemic change, large capital investments working with governments, all of the kind of big buzzwords that are really hard to pitch to donors, you know, because the donor wants to feed a child or dig a well, they don’t want to invest in systemic, you know, 10 year initiatives. And so uh what water.org does did to solve this problem is to rather than assume they knew all the right answers. They actually spent a ton of time doing what’s called empathy gathering in Human Centered Design, which is effectively just going out and, and interviewing their stakeholders, their donors, their other constituents and saying like, you know, like, why would you give to water.org? Like what makes you tick like? And, and they use this Toyota Practice. There’s a ID O is the big company that does Human Centered Design, but a lot of them use Toyotas ask why five times. And so it’s uh I give an example of my 10 year old daughter in the book where I say, you know, she says, you know, why is this guy blue? Well, because this, well, why? Well, because this, why and she’ll just keep asking why to get to the heart of the thing, right? That’s what empathy gathering is. Don’t assume that you know why your donors give, why your volunteers volunteer even on the program side, don’t assume that you’re making the biggest impact in your community just because you’ve always done it a certain way, like take time to really be empathetic to ask open ended questions. Don’t assume you know the answers and ask why. So that’s exactly what water.org did and found some have found multiple really creative approaches to connecting with donors around some of these initiatives. But it just in human centered design, generally, it’s like starting from the ground up being empathetic to the communities that you’re serving in your donors. Like actually asking them questions. One of the things that I’ll recommend a lot to nonprofits is I know it sounds crazy, but I call 100 donors and don’t, you’re not calling them to ask them for money to get anything out of them, just have a conversation and ask great questions. What made you give, give? Like what, what did you find appealing about our organization? Like, you know, what was the thing? And just that simple little thing can be transformative in how you think about fundraising or your organization in general. Again, the assumptions that we hold so dear. I just know it. I just know it’s true. Well, you, you believe it, you believe it to be true. It’s time for a break or b.com named the number one domain registrar by USA today for 2023 and 2024. Pork bun helps you share your organization’s mission with a.org domain name dot org. And the entire.org family of domains are at the heart of change makers and philanthropies worldwide. Join an international community of individuals and organizations sharing a common goal to make the world a better place. Your.org domain name gives your website credibility is easy to remember and helps bring better awareness to your goals. Every domain at Pork Bun comes with free features like who is privacy ssl certificates, web and email hosting trials and more. You can manage everything about your domain from one place backed by five star support. 365 days a year, Get your.org domain name for a low price at pork bun.com. It’s time for Tony’s take two. Thank you, Kate. I’ve got more tails from the gym. II, I don’t know if this is a Southern thing or, you know, the way folks talk, uh adults, we’re talking about adults older than me. I mean, these, these uh these are guys uh 7070 plus it could be 75. Um And you know, of course I’m overhearing because I just like to do my work at the gym. I’ll say, you know, polite hellos, but I like to get my work done and depart because I have things to do the rest of the day because I go to the gym in the morning. Uh So it’s not like I’m conversing with these guys at all. I’m just overhearing because they have loud voices. And so one of the things, uh he was uh a guy was saying that uh he was talking about dancing, they were out for, you know, I got to hear the whole story, right? He and he and his wife were out dancing and uh they were, they had met somebody or they were, they were with somebody younger. It wasn’t clear whether they had met them or come with them. But, and he was dancing with the, the younger woman and, and he said, I maybe could have kept up with her if I was 20 years younger, I maybe could have. I, I don’t know, I, I could have, I think what the English that he’s trying to express is I could have, I could have kept up with her if I was 20 years younger, but I maybe could have, it’s just not proper English. And then the other one, same guy different day, you know, I’m, I’m, I’m putting a couple of different uh gym days together. He um had a neighbor wanted to cut, trim some trees, but I gather the trees were growing on this guy’s property. My, my uh loud gym person property. But, you know, there were the branches were over on the neighbor’s property. So, uh the neighbor had asked, you know, could I cut them? And he said, uh to the neighbor that uh it don’t make me know. Never mind. I was what? Uh it don’t make me know, never mind who talks like this. II, I don’t hear these, these idioms. I don’t know. Uh again, you know, it’s one person but maybe I’m overreacting. I don’t know, it don’t make me know. Never mind how they talk. That is Tonys take two date. He kind of sounds like he would make a very good brisket at a barbecue. He sounds like a very, that is, that is the southern, that is a southern skill. We’re actually a couple of towns over there’s an annual barbecue competition and festival. Um, uh, what town is that? I can’t remember the town but barbecue is very big down here. Yeah. Uh good, very good observation. Yeah. Uh He, he might very well. I’ll, I’ll be listening out for his barbecue recipe. Well, we’ve got VU but loads more time. Here’s the rest of the responsive nonprofit with Gabe Cooper. Your fifth practice is managing change. This is where you have the, uh the quote in the, on the opening page of the chapter about uh finding yourself beautifully equipped to deal with a world that no longer exists. Uh The learned versus the learners who are uh inheriting the earth. Um In, in this, in this practice, you’re talking about AAA shared vision, shared skills incentives, share your, share your thinking about the best, you know, best work around managing change, which is a cha uh which is a constant, uh you know, it’s a, it’s a cliche now to say it. And I won’t, I won’t get into all the sort of the techniques and, and tricks of this practice. But the big people have to buy the book, you gotta, you gotta leave something to buy the book, you gotta buy the book. I mean, we can, we can scratch the surface here in an hour and wet, uh, appetites. But, you know, if you want to, if you want the, the detail, we, you know, we just don’t have that kind of time, you’re gonna have to buy the book and it’s, it’s worth buying. That’s right. That’s right. Yeah. But this is a big one, right? Because nonprofits, you, you get to the point where you see where you need to go. Everybody sees that aspirational reality out ahead. And everybody’s clear on this is where we need to go as an organization where it gets stuck is ch the change required within the organization. Everybody’s gonna have to do their job slightly different than they did a year ago. And that’s hard, right? Because everybody’s cheese is being moved and everybody gets a little bit uncomfortable, um, with what’s going to be required of them in whatever the new normal looks like. And so a lot of this just revolves around, you know, how do you get team alignment early on and cast a clear vision for where we’re going? So everybody knows where we’re going. How are you asking the right questions along the or around the organization to make sure that you’re not inadvertently gonna create a real problem that you don’t anticipate? Like, how do you set a culture where people are adaptable and curious and they want to change and they want to get better. Right. And then how do you assign the right ownership and accountability through change where you’re not all of a sudden just asking somebody to work 80 hours a week, you know, to get there? But how do you create realistic deadlines with accountability? And so everybody’s moving in the same direction in a predictable way. It sounds, you know, a little bit, you know, maybe uh boring or mechanical. But this really is the thing for many nonprofits, they know where they want to go. It’s just really hard to pivot. It’s hard to change. Virtuous has uh an audacious vision as a company. Well, why don’t you share what that is? So, um we want to create $10 billion in that new generosity in the world, right? We, we think that if we can help nonprofits level up how they communicate with donors, um how personal they can be. We think that, you know, people, there’s this famous quote that says donors aren’t ungenerous, they’re just distracted. Right? And right now, giving is roughly 2.7% of GDP in the US. We think it could be way bigger and we think nonprofits can, you know, can contribute and more and more uh interesting and um sort of um complex ways than they are today and we want to be a part of that story, right? So we look at all the data for the organizations on our platform. Um And we see how they’re able to tilt up after they adopt responsive fundraising and they adopt our platform and we measure how much they’ve grown generosity. So to this point, we’ve generated about a billion dollars in that new generosity in the world that’s measurable across all of our customers. We don’t think that’s enough, we want to get to 10 billion just because we have such a passion for generosity in general. Now you said earlier that anybody in the organization should know their number. So what as, as ceo at virtuous, what, what is your number? Yes. Well, my number is that $10 billion. It’s, it’s interesting that you said that I talk a little bit about this in the culture chapter of practice in the book. But um when a new employee starts at virtuous, I don’t start with like the pithy values that, you know, sound kind of trite and fun and sound like they should be printed on a copy mug actually start with the Economic Engine of our business. And I explained to every new employee, this is how all the numbers work like this is how I if you’re in customer success, I want this much retention. I want this score and customer satisfaction. I want in our quarterly business reviews with our customers. I want them to give us this grade and if you can hit these numbers, it’s going to create happy customers that stick around. It’s going to create more successful customers that can increase, giving 5% a year. You know, they spread that out across x thousands of customers. It gets us to 10 billion in generosity. So before I have one single conversation about values, you should know how my job is gonna contribute. My number is gonna contribute to our number. And then I talk about our values in the context of that. It’s a, it’s a backwards way of thinking about culture, I think for some orgs. But that context I think is so powerful if you can provide it. Well, that’s, that’s your next practice building a durable team culture. What, what do you mean by durable? Um Well, uh one of the biggest issues in nonprofits that I’ve seen is uh people either burn out or check out, right? Nonprofit work is really hard. And so you either put on a cape, you put in too many hours, you burn out the turnover of fundraisers, especially in this country is far too high, you know, or you check out, you just, you know, you start just taking up a seat and mailing it in and you don’t want to change anymore. And so you have to develop a culture that is um adaptable where people want to be a part where you’re able to attract the best and the brightest talent, not just whatever you can get, but people that care deeply about your cause and they’re in it for the long haul, right? And you have to, you have to create this, you say uh great culture doesn’t just build itself. This has to be intentional. II, I assume you’re beginning with leadership and, and, and then eventually it becomes bottom up. But I would think that initially, it’s, it, it starts at the top a 100% a virtuous. I’ll give you an example. We have a cultural road map just like we have a product road map, right? Because we know that we will lose our soul if we don’t uh have a very intentional plan for culture. And so what that means is as we scale, we want the cadences and rhythms of our company to remind everybody why we’re here. So when you go into a meeting at virtuous, when you do your performance review at virtuous, we want our values so embedded in all those cadences, it almost becomes like, you know, to use a religious term like a liturgy that reminds you of why we’re here, why we show up every day and what we’re all about. And, and when you do that, then what the magic that starts happening is now, culture isn’t like a tops down like the executives telling us how we should behave. It’s, it’s bottoms up where you see people that have been here, six months that are individual contributors that are enforcing our culture and they’ll be in a meeting and they’ll call somebody out. Hey, that’s not our culture here, right? Like, and, and that’s really when you start seeing a durable culture, when it’s so sort of ingrained at the ground up, which means as, as leaders you have to be. And, and this happens at nonprofits where we become so focused on the mission that we sort of, it’s at the expense of our team. Like, you know, we’re riding our team, like the people ride a mule through the Grand Canyon and just like, you know, this is gonna get everything we can out of this until it’s done, right? And as opposed to, I wanna be shoulder to shoulder with my team asking them what they need, seeing how they feel, asking them how their weekend was making sure they understand the job that we’re doing here together and they fully embraced our, our culture because without a great team, without the ability to attract and retain great talent, we’re never gonna accomplish our mission. It’s time for a story with uh it doesn’t really belong in this uh this practice area, but I like the story about Cure International. Oh Yeah, you talk about them with related, related to the metrics. But we, we, I felt like I wanted, I wanted to spread out the stories and you were just told the good uh good Mustang story. So uh tell, tell us about Cure. Cure has AAA great CEO um buddy of mine and he uh when he came in and, and took the job, um realized cure was number one, an amazing organization. They’re doing like children’s hospitals globally. They do amazing work, have this great reputation. But also realize that if they really wanted to have the impact, they wanted, they were going to have to tighten up the ship and get way more focused. And so one of the things he uses the E OS framework that I mentioned before of like sort of operational goal setting in the organizations. But the other thing he did is that I loved as, as a, as a new leader, he didn’t assume he had all the answers. So he kind of went on a listening tour around the organization and talked to almost everybody, like, you know, what do you care about? How do you do your job? What are the problems you’re facing? A lot of what we talked about in human centered design. So as a leader, just really empathy. That’s right. And, and then use that empathy to a line up to their overall strategy where they’re going as an organization. One of the even the hard decisions he had to make was he realized the organization was doing a lot of stuff that was off mission. It, you know, stuff that seemed like a good idea at the time. And now they have 20 little like side projects that are just hanging off of the, the core mission. What, what they want to create. And as long as they’re dragging around the baggage of like 20 things that they’re doing that are good but not great. Right. And, and they’re like kind of aligned to the mission but not really, they’re just gonna never get to where they want to be. And so a big part of what he did after he kind of did his empathy gathering was he went through and began to cut projects and programs or fold those in to the mission in a way that lined everybody up. So everybody’s marching in lockstep together which at an organization, the size of c is no joke, right? As this is a year, a multiyear initiative, but was just so impressed by his thoughtfulness, not just being a leader that comes in and says, this is where we’re going, we’re quitting all this dumb stuff, you know, but instead taking the time to truly listen and get to know everyone across the organization and align everybody together. I like that concept of alignment. You know, it just to me, it, it embodies the shared goals, the shared vision, everyone walking together, helping each other. There’s a, there’s a lot of that in your book too. The team support, you know, that’s uh uh that, that, you know, in, in stand up meetings, you know, how can I help you? Uh uh uh a, a big part of the stand up meeting you talk about is you know, what, what, what obstacle have I gotten and who can help me do it, who can help me overcome it and we can take care of it probably in the next 30 minutes versus a bunch of emails back and forth. And nobody really understands the, the issue as well is if we just talk about it right now in our meeting 100 yeah, 100%. You know, and that it’s, it’s not all like, you know, rainbows and roses and all the time. You got as a leader, you have to make really hard decisions. You just, you do. But if you’ve taken the time to actually collaborate with people and, and build trust and they understand why, like why are we going into direction or what goal are we trying to accomplish? Those hard decisions? Get way easier and they make way more sense as opposed to just dictating from the top. This is where we’re going. You’ve, you’ve earned the right to make the hard decision if that makes sense. Mhm Community and storytelling. Yeah. As uh as the drivers of change. But uh what, what struck me here is that the long haul? And you’ve, we’ve started around this. But uh I like to focus on that explicitly that this so much of what we’re talking about is the long game. Even, even if it’s a two week sprint, there’s a lot of two week sprints long game, you know, that, that commitment. That’s right. Yeah. And in community is definitely a long game kind of thing. But, you know, at a, at a ton of the works that we work with the issue becomes, hey, we just don’t have enough resources to pull this off. We don’t have enough staff to pull this off. You know, maybe you have 10 people on your team, 20 people on your team. I’m like, yeah, but you have 10,000 raving fans in the world that love your mission and want to make a difference. Like you have all of the resources at your fingertips. You just have to work to catalyze. And so, you know, I, I tell the story in the book of the Kony 2012 video and uh uh a lot of you that have been around nonprofits for a long time, like I have probably remember Kony 2012. You probably remember that video. Um But it was this moment where it was youtube’s highest ever viewed video and people that saw it thought this came out of nowhere. This is crazy. How did this get popular so fast? What they don’t see is the years and years before that video came out of people on that team, they were driving, you know, vans around the high schools all over the country, like telling the stories of, of the atrocities of Joseph Kony to kids that just didn’t know anything about it and they were building a community. They were like doing the really hard work of creating a massive movement of people that care deeply about their call. And yeah, it’s the long game. It’s hard work. But if you look at some of the best organizations and even the best campaigns that nonprofits have done, it’s because people have done the hard work to really care about building a community. And so now it’s not just you and your 10 staff members, it’s you and this 10,000 person army behind you that’s willing to do anything for the cause. And the power of that is just amazing. But it takes work and intentionality. You, you have to get out into the community and you have to do the hard work of getting to know people and building that movement. Another example you use is uh food link the way, the way they built community around getting food from, from farms to uh to shelters or kitchens. Yeah. Yeah. The farm lake is amazing because they uh they were started by a couple of kids in college that just solved this problem where farmers had a ton of excess food. And then there was all of these, they’re throwing it away and there’s all these food banks that were short of food, right? And so the amazing thing there is recognizing that your community isn’t just powerful because they have money. I if we see our donors, it’s just checkbooks like it’s, it’s an incredibly like short sighted way to see the world. The magic of what they did is they had, you know, college kids driving around in vans picking up onions. Right. They started with picking up 50,000 eggs that a farmer was going to throw away. So they go rent a van and a truck and go pick it up. That was their first, I think that was their first episode and they were just, you know, uh, young enough and, and hadn’t been sort of part of the institution long enough to not know any better, right? It’s like, well, what do we need, we need somebody to drive a van and pick up some eggs. Well, I can find some people to pick up some eggs, right? They, they saw their community um as not checkbooks. They, they said all of these people have different superpowers. How can we bring together all of these amazing superpowers to accomplish more in the world? Right? And it’s, and, and it’s amazing. I think so many nonprofits can learn from that is like, how do I look at my community? See their unique superpowers and figure out how to plug those in in a meaningful way and it’s, it’s helpful to your org but man, for your donors or volunteers, you, you no longer feel like an outsider who’s giving to this cause like this cause is kind of my proxy for doing good in the world. But I’m not really a part of it all of a sudden you feel like you’re part of it. It’s like, it’s, I don’t have to be a staff member. Like I’m shoulder to shoulder participating in this, in a meaningful way. It completely changes the nature of how you accomplish your mission. Yeah. Yeah. You have a lot of touching stories, uh, that they, they illustrate points but I, I found a bunch of them also moving and that, that food link one especially. Um All right, your last one, I’m sorry. I wish they were. I wish you had 12 because then we’d have, we’d have five more to talk about. But uh we only have one, we only have one more uh generosity gen ops, you get generosity operations, structuring your team for shared insights, what you’re advocating for a new position or in a bigger organization, a new team. What is this? Well, let’s let our, our audience is small and mid-sized nonprofit. So it might be uh it might be a, might be a halftime responsibility or something. But what, what, what’s the idea behind generosity operations and, and the person leading that? Yeah. And it, it probably is more applicable to uh more mid-sized teams honestly. But the, the idea here is that um your constituents interact with your organization in all kinds of different ways. Like you have people who have volunteered, who have also given, who have also uh taken part in your program or, or been a part of your services offering, right? They’re interacting with your org in all sorts of different ways. The problem is if you, if your departments or teams are siloed, you don’t have really any visibility into this. And so this is a team and sometimes you’re right, it can be just call it a committee of a few people working together a few hours every month that are stewarding the entire constituent journey. So they understand some people, hey, are you, do you guys realize 20% of our volunteers give money? It’s like, oh, I had, I had no idea like we should, we should see if we can report on that and figure out why that is right? Or did you realize that um our program team, the the most powerful stories or this kind of story? But our program team doesn’t know that and they’re giving us the wrong kind of stories and we could easily fix that problem. It’s somebody who understands how your stakeholders and constituents interact with your cause. They’re looking at that from a bird’s eye view and they’re connecting the data and dots between departments. And so that people have one single coherent experience with your organization, not a bunch of dis disparate experiences. And so that within your team, data and insights are shared. Yeah, there’s this uh Brian Regan, he’s this goofy stand up comic. He tells a story about, he saw two logging trucks passing one another, both carrying logs on the freeway one going one direction and the other going the other one. And like the guy in the one truck says, hey, you had logs over there. And so the point of the story is, you know, as nonprofits, I think we do that all the time where we realize somebody and some other team is doing something massively similar to us, man. If we just would have shared and communicated better, we get to s save so much time and effort. And so generosity ops is that team that helps optimize data and communication across the org and optimizes a single constituent journey outside of the org. It’s a holistic view. That’s right. You’re right. You’re, you’re taking data. But first of all, you have to have the right, you have to have the right data. There’s a, there’s a key part of being able to enhance generosity uh but taking data from, from across the organization and like you said, you know, sort of connecting dots and discovering learnings or even things worth testing. That’s right. Yeah, that’s exactly right. These are kind of your, the, the team that really drives innovation and insights across because they’re the ones that are seeing data that’s disconnected. They’re seeing real huge opportunities for growth. They’re able to bubble up those insights to the rest of the team and find sort of unnatural opportunities for growth that if you’re just heads down in fundraising every day or heads down in finance or heads down in it, you’re never going to see it without somebody connecting the dots. All right, Gabe. So, I, uh, dictatorially, uh, you know, chatted us through the, ran us through the, uh, the eight practices. What, what, what, what didn’t we talk about? What, what, what do you want folks to know beyond what we’ve, we’ve said about being a responsive nonprofit and these practices. Yeah, I think one of the things is there’s a lot covered that we just covered and it can sometimes feel really overwhelming like boiling the ocean. Right? And so I’ve, I’ve been into quoting Frozen Two lately, which is, you know, your daughter. It’s a favorite of your nine year old daughter. Yeah, that’s exactly right. Yeah. So it in there, the, the sort of punch line is just do the next right thing, right? And so don’t get overwhelmed by all everything. It just feels like so much I would say just pick a practice. Like the one we talked about with agile. Could we do? Could we try out working in two week sprints to see how fast we could learn? Right? Like, or could or be picked goal setting, man. I don’t think we have clear goals. Can we for, for one team for one quarter? See if we can set some clear goals and go after them, just pick one, do the next right thing. Don’t get overwhelmed with all of it. If you, if you can continually get better in any one of these practices. I can promise you you’re gonna get better as an organization. All right. Thank you. The book is the responsive nonprofit eight practices that drive nonprofit innovation and impact Gabe Cooper, the author. You’ll find the company at virtuous.org. You find Gabe on linkedin Gabe. Thank you very much for sharing so much. Fun. I’m glad. Thank you and congratulations again on the book. Yeah, thanks. Next week, empowering women with Jenny Mitchell. 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 forms for your nonprofit donor box.org and buy pork bun looking to grow your nonprofit. You need a.org domain name from pork bun, instant recognition, trust and visibility. Pork bun.com. Our creative producer is Claire Meyerhoff. I’m your associate producer, Kate Martignetti. 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.
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Welcome to Tony Martignetti nonprofit radio, big nonprofit ideas for the other 95%. I am 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 dentinogenesis if you tried to gum me up with the idea that you missed this week’s show. Here’s our associate producer, Kate with what’s coming? Hey, Tony, it’s get heard in the election season. Peter Panepinto returns with Savvy advice about getting your messages heard through crowded noisy channels for the rest of this year. He urges you to prepare your messaging, prepare to pivot away from that messaging and more. Plus the value of journalist relationships. Peter comes to us from turn to communications on Tony’s take two hails from the gym. This is blood and soil were sponsored by virtuous, virtuous, gives you the nonprofit CRM fundraising volunteer and marketing tools. You need to create more responsive donor experiences and grow, giving, virtuous.org and 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 get heard in the election season. It’s a pleasure to. Welcome back Peter Panepinto. He is the co founder and managing partner for Turn two, a communications and pr agency specializing in nonprofits, foundations and organizations serving the greater good. He began as a journalist including more than a decade at the chronicle of philanthropy where he advanced to assistant managing editor. You’ll find the company at turn hyphen two.co and Peter is at Key Panopo on X. He’s also on linkedin. Welcome back to nonprofit Radio, Peter. Great to be back, Tony. It’s been a while, but it’s great to see you. I’ve had a chance to, to share the, the microphone with you several times over the years. It’s always great to do this indeed. And our avid listeners will recall that your name, you as a guest were the answer to one of the quiz questions on our 7/100 show. Wow. Yes. Our uh our creative producer Claire Meyerhoff brought uh Claire’s quiz to the 7/100 show and uh it was a quiz for, it was for me. And then all the folks that were with us. This one was directed at me and the, the question was, uh which I believe it was five time guest has initials. That would be funny to a kindergartener. That’s why she did that correct. That’s why she’s the creative producer. I did get, I did get it correct. There aren’t that many people who’ve been on five times and then I thought of uh PP and I knew it. It was. Uh, yes. Do you do? I get like a robe like you do when you’re a five timer on Saturday Night Live or anything like that, or is it? Well, now this is your sixth one? So now you have to wait till 10. There was, we instituted something for five after your fifth. So you didn’t qualify on the fifth and then you’ll, you’ll start something. You have to wait until the 10. I assuming the timing works out. Uh, you’ll, you’ll get a crystal obelisk with 10 if the timing, if the timing is right. So, uh, you have your, uh, biweekly newsletter, your, your, your turn to email newsletter that I’m, I subscribe to and that I think folks should subscribe to where, first of all, let’s, let’s, let’s, let’s acquaint folks with how they can get on your newsletter list. So they may, they may learn of future nonprofit radio topics. That’s how I, that’s how this one came. Where do they, where do they find a, you can sign up for the newsletter right on our home page at Turn two.co or you can reach out to me and I’ll gladly get you added there. Um, our, our newsletter is called on Message and you get, um, we, we try to do weekly but it’s, it’s sometimes in the summer it’s biweekly, but you get weekly, uh, pr and communications advice. That’s really spec, you know, specifically focused for people who work in the social good space. So it’s really geared towards people who are working for nonprofits and foundations. And, uh we really try to make it as practical as possible for folks who are wanting to maximize, uh maximize their communications and pr for their organizations on message. OK. And so I’m sorry, I, I, uh, credited you with being always biweekly. I thought it was always biweekly, but I, I read them whenever they come as often as they come. I read them in the summer. So I think it is, it was biweekly now. All right. So that’s very, that’s very gracious of you to say thank you. Uh Saving me. Uh And one of the recent ones uh that you wrote was about uh crisis, communicate well, was about uh not crisis. It was about getting your message heard in our um really presidential election cycle. Uh There’s nine, we’re recording, I believe there are fewer than 90 days left until November 5th. Um a lot. So there’s a lot of messaging around that obviously, uh which could be valuable. We gonna talk about that. There, there could be hooks there for you. Um But just, you know, in a, in a crowded media landscape which is, I think now typical uh to me it’s above average from what it was over. I don’t know. Well, you know, you and I have known each other for about 14 years. I think the level of communications the level of attention grabbing uh by all media and all channels, you know, has, has increased. There are, there are more, there are more places that want our attention and then that’s amplified by the uh presidential cycle that we’re in and nonprofits still have important messages that need to be heard. Absolutely. It, I think you’re absolutely right that it’s becoming increasingly hard or difficult for us to be able to get our messages heard, given the amount of noise that there is out there. And, uh if you think about what has already happened in this presidential election season, um, you know, we’ve had an assassination attempt, we’ve had a, uh, uh, you know, criminal convictions. We’ve had, uh, Joe Biden, you know, doing his bombshell, you know, dropping out of the race, we had the fallout from the first debate. Um If you had tried to, to get all of this into an episode of the West or a season of the West Wing, you would have been told you were jumping the shark on the Republican convention and the, and the democratic convention is coming up in a couple of weeks. Right. Yeah, that hasn’t even happened yet. And this is being recorded. Um, uh So, and, and each and all of these things just create so much noise in the media and in social media that it becomes really hard for nonprofits that are, are vying for the public’s attention to get their voice. Heard you have to, to really be ready to kind of roll with the punches, uh capture opportunities that happen, but also be really willing to kind of scrap your best laid plans in the in the, you know, in the, in the wake of bombshell news as they as it happens. So it really requires you to be both prepared and adaptable. At the same time, you had uh 44 major points in the, in the, the Onmes uh uh uh email that I received that uh stimulated me to email you and say, let’s talk about this on nonprofit radio. And your first one is to um create a new or review your crisis communications plan. You and I talked about crisis communications plans years ago. So we’ll hit a couple of those points. But why, you know, why is that essential now in, in our extra crowded media landscape? Yes. Um It’s really important for organizations to have a crisis, communications or rapid response communications protocol or plan. Uh because um things are happening so quickly. You need to really be equipped to get your message out quickly or make a decision about getting a statement out. Um You know, and, and be able to do it in a way where you can respond while the news is fresh. Um So a lot of organizations will kind of wait for something to happen. Uh They’ll have a discussion about whether they need to put a statement out, they’ll have to get it reviewed by, you know, the, the, uh, executive director and, or board of the organization. And by the time they do all of that they’ve missed the moment, uh, it’s been, you know, days have passed by the time you’ve kind of gone through all those steps and, and you’ve either missed the moment or you’ve gotten run over by what’s happened. It’s time for a break. Virtuous is a software company committed to helping nonprofits grow generosity. Virtuous believes that generosity has the power to create profound change in the world and in the heart of the giver, it’s their mission to move the needle on global generosity by helping nonprofits better connect with and inspire their givers, responsive fundraising puts the donor at the center of fundraising and grows giving through personalized donor journeys that respond to the needs of each individual. Virtuous is the only response of nonprofit CRM designed to help you build deeper relationships with every donor at scale. Virtuous gives you the nonprofit CRM fundraising, volunteer marketing and automation tools. You need to create responsive experiences that build trust and grow impact virtuous.org. Now, back to get heard in the election season, the moment can last like 12 hours. Right. Right. Yes. And then, and then the media has moved on and nobody’s gonna be interested. That’s right. That’s right. And um so we really advise having AAA rapid response protocol in place where you have a clear set of steps that you take in response to some too fast moving news. Um, you kind of know who’s equipped to do what, um you’ve game planned some scenarios and you even have some key messages prepared ahead of time. So that when that moment strikes, you know exactly what to do, you can pull things together quickly and you can get the approvals you need. So you don’t miss the moment. Um So that, that’s the first thing we recommend everybody do um at your organization. And if you have one already, that’s a wonderful thing. It’s probably smart for you to, to, to revisit that a couple times a year, make sure everything’s up to speed that your messages are, are clear and in good shape and that, you know, all the key people who are part of that protocol, know their roles and have kind of done some um some prep work ahead of time and are are kind of ready and practiced and ready to go. Yeah, because a part of that is going to be who the spokesperson or people are. That’s right. You, you, you suggested having messages that are ready, which you know, clearly you may need to tweak based on what it is that’s uh stimulating this, this, this move, this need to do to get into the media. Uh But having something to start with, but who’s going to release them? Is this a and in what form is this social media post. Is this a press release? Is this calling the reporters that hopefully we have relationships with? Right? I mean, what form does it take and who are the people who are doing the work? That’s right. And, and it really helps to game out some of those scenarios and know who’s going to be your spokesman, who’s going to be the person who is putting messages out on social media or by email and even how to decide how to do that. Um We’ve done this with a number of organizations put these plans together and the thing we tend to do is is put together almost a matrix. You know, if this happens, here’s what we’ll do. Um Here are some of the key messages that we’ll want to pull from and, and here’s how we’ll, how, you know what channels we’ll use and what way we’ll, we’ll actually deploy the message based on, based on what’s happening. And you can, you can game some of this out ahead of time and say, all right, this type of thing, you know, is something we would respond to on social media. Um Here, here’s who needs to be involved here, here’s who needs to make the final decision on it and, and just having that in place saves you so much time when, when actual situations arise, what could be some triggers that would stimulate entry into this? Well, one would be um, news that affects your organization or, or is about your organization. So let’s say you’re an organization and um there’s a rumor spreading on social media about one of your key employees or about one of your key donors. Um You’ll wanna definitely get, get the word out quickly. So that uh about what’s true. So that um a rumor or, or some, some, you know, conversation that’s happening about you doesn’t grow legs and become, become a story. Um in the political realm, it might be um one of the political candidates making a major policy statement about your, something that relates directly to your cause and wanting to make sure that you kind of come out and, and talk about what type of policies you think are important uh to make sure that you’re, you know, a accurately and, and, and actively um being a spokesperson or a champion for your cause. So if um if one of the candidates comes out and says that they want to um uh you know, bring back the charitable tax deduction uh for, for anybody who files their taxes rather than just add itemizers, there might be something you want to say there. Uh If one, if you’re an environmental nonprofit and one of the candidates says that, you know, we should just go back to, to um to the old days of not having the EPA, you’ll certainly want to have something to say about that too. So, you know, having, having some key statements in place, um that really validate what you stand for and, and, and how you would respond in, in certain situations can help you respond quickly in situations like that. Using that energy example, makes me think of fracking. But, but I think it really, it had like a six hour moment and, you know, it was, uh one of the candidate. I, I, maybe it was, I think it was Kamala Harris said something she had in the past. She, uh was completely opposed to, uh, fracking, wanted to have a nationwide ban when she was running for president um in that cycle. And, but now she’s, her position has evolved. So if you had something to say about fracking or energy policy, you know, if you saw a hook, you had to act fast because it was not a, it was not a major, you know, it wasn’t like the assassination attempt, but it was in the news, her, her position, some people call it flip flopping. She would say she evolved what it doesn’t matter. Fracking was in the news for a while. So if, if that’s related to you, like, because you’re in Virginia or Pennsylvania and maybe your population is affected by fracking adversely or, or positively, maybe the, maybe the revenues, the stream of revenue from fracking has been, has been valuable for, for your population in southeastern Pennsylvania. Uh You know, so you want to, but it wasn’t, it wasn’t a long cycle before, before fracking was out of the news and then it was old. Yeah, that, that, that’s exactly true. So, you know, being ready for when those, those situations arise so you can capture the moment is really important. Um, and it can be for even bigger things that have longer news cycles. Uh, when, when the Roe decision came down by the Supreme Court, um, I think it was two years ago now. Um, the nonprofits that were ready to respond quickly to that and, and had something in place were the ones that were getting a lot of the media opportunities because they, they had already are, they had their, their statements and, and what they were going to say and their spokespeople ready to go and equipped with what to say. So when that decision came down, they weren’t scrambling. They, you know, they were able to pull from, well, if this, if this decision comes down, here’s what we’re going to say, here’s who we’re going to reach out to. Here’s how we’re going to deploy that message. And they were the ones who were, you know, on television and, and, and putting out statements on social media that we’re getting a lot of attention to. So it can be for something unexpected, like, you know, uh, uh, you know, fracking, you know, being, uh an issue coming out of one of the, the campaigns or it can be kind of a major policy or or court decision that, that, you know, that really connects closely to your cause and, and something that you know is coming. Right. Right. We knew there was going to be a decision about abortion in the United States. That’s right. So you could prepare ahead for that. You can’t prepare ahead for everything that a candidate is going to say, especially a brand new Democratic candidate where we don’t know a lot about what she talks about and a Republican candidate who can really say anything at any time. Um So, um but knowing like what you’ll say, if your cause does end up in the news, regardless of whether it’s a positive or a negative statement from one of the candidates can really help you capture that opportunity. And before we move on, I want to apologize to uh the Pennsylvania residents. I southeastern Pennsylvania is Philadelphia. So they wouldn’t be fracking there. Yeah, central I instead of southeast, I probably meant uh like uh northwest, northeastern, northwest, northeast or central northeastern central Pennsylvania. All right. I, I, I’m sensitive to the, to the, to the listeners in Pennsylvania. I understand. And plus I went to law school in Philadelphia. I think it’s all good. And I went to law school in Philadelphia. So I know there’s not fracking on uh on broad street or around uh around Rittenhouse Square in, in Philadelphia. All right. Uh Anything else, anything else on uh crisis, communications, creating it or reviewing it. Um, I, I just think it’s important to, to take the time to do that and, and, you know, even if you’re a small organization just knowing, you know, who gets the call when something happens or, um knowing that you might have to have a, a consultant on, on call in certain situations, you know, gaming that all out ahead of time, just put you in so much better position when, when real situations arise. What’s your next point? Well, the next point is uh being ready to pivot. Um you know, most organizations plan out what they’re planning to do with their communications and, and pr efforts a bit ahead of time. Uh It could be that you’re scheduling, you know, social media posts a week or two in advance. It could be that you’re, you know, you’re targeting a certain date on the calendar for a major announcement. Um And when you plan those things out, you’re, you’re doing it kind of taking into effect, what, what you know, is going to happen on the calendar, you may peg it to a certain holiday, you may peg it to a certain milestone or an anniversary that you’re having with your organization. Um But, you know, when unexpected news happens, you really run the risk of either getting those, those carefully planned messages drowned out or having them seem very tone deaf if they, if they come out at the wrong time. So, um so it’s really important. Um Even if you’re planning things out well in advance and you, you feel like you have everything buttoned down to really be paying close attention to what’s happening in the news and being prepared to, you know, hit, pause on that scheduled social media message for a few days until, um, until, you know, a situation that might seem insensitive to be posting about passes, um, or, um, or holding off on a, on a planned news announcement, um or even just completely, you know, rethinking the way you’re communicating about something based on what’s happening in the news. So if you were AAA nonprofit that had, um that had uh social media posts out about voting or civic engagement or, or anything related to uh anything even remotely political the days following the, the President Trump assassination attempt, for instance, it was, if you run the risk of it, either seeing insensitive or, or just getting drowned out by what’s happening out there. So, um it’s really important to just, you know, not just think about what’s happening in the news as a news consumer, but as uh what does this mean for our communications? I, I think, yeah, the assassination attempt is an excellent example. Uh Any, any of these, uh I think of uh President Biden stepping aside, you know, so if you had anything that was like critical of the administration, you know, it seemed like that would, that would be a bad 48 hours or so to in which to release it. That’s absolutely true. And I, I even think back to Tony, an example from when you and I were working together on uh on um on the uh plan giving Accelerator. Uh We had a meeting, I think the first meeting planned on January 6th, 2021. And uh once we saw what was happening in the world, we were like, well, there’s no way anybody’s gonna wanna sit in on a meeting on this. That was the fir that was the first meeting of our first class. It was exactly right. And you let me know what was happening. I didn’t know and we got a message out quickly, the class is canceled, you know, we’ll be in touch uh because of what’s happening in Washington DC. Um Yeah. Yeah, exactly. Right. So, yeah, be prepared to pivot and be ready to move quickly if you have to. So, um it wouldn’t, it wouldn’t have been a very engaged class on that first day. I don’t, I hope I didn’t hesitate. I didn’t hesitate. Did I didn’t, I didn’t push back and say no, it’s a, it’s an auspicious occasion. It’s, it’s something important is, is Martin Planned, giving Accelerator. I can’t, no, I didn’t. I think once you, I think once because you were busy preparing for that, that I was preparing. Right. But once I, I went to the CNN or something and I saw the you know, people crawling up the walls of the capitol. No, of course. Yeah. As soon as you knew what was happening, you knew, you knew it was time to hit. We were on the phone. You didn’t have to bring me along. We were on the phone. We were on the phone together and yes. All right. Prepare to pivot. Ok. Um, key messages, even though you may have to change your messages, you sh you alluded to this earlier, but let’s flesh it out, having, having some messaging ready, right? So in those fast moving situations, if you are somewhat prepared with what you’re going to say, um you know, if candidate A says, you know, something that relates to your cause or candidate B does um or even if something’s happening in the world, um that, that relates to your cause. If you have some key points that you have already vetted, worked through with your team that you kind of have in your back pocket and ready to go in a fast moving news situation, it can be really helpful uh in terms of you being able to get something out quickly and often those messages can, can really be an affirmation of what you stand for as an organization. Um What you think is, is, is the best course of action to, to make sure that you’re um ensuring that your mission is, is achieved. And um and even working through um how to, how to make statements in a nonpartisan way while still kind of validating what you stand for. Um If you can spend some time working through those in advance, having those in your back pocket or, you know, not physically in your back pocket, but, but somewhere on your hard drive, um where it’s something that um, your executive director, your board, everybody’s had a chance to weigh in on when a situation does arise. You can pull from that. Um Play a little bit of mad Libs with kind of filling in the blanks of what’s happening and, and get a statement out very quickly. 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. It’s time for Tony’s take two. Thank you, Kate. I’ve got another tail from the gym. I go to classes once a week. Usually I like to work out just by myself, quietly, do my own thing. Elliptical floor work, Pilates, push ups by myself. But I do go to a class once a week each Tuesday and in my very first class, uh, you know, I walked in, it was, first of all, it was all women. I was the only guy in the, in the room and I saw, you know, everybody had their stuff, like, you know, they had water bottles. I had a hoodie on, uh, people had like light jackets, you know, whatever, all lined up along the wall. So I went over and, uh, I put my little pile, took my hoodie off, put my little pile of hoodie and my keys and my little ID card for the gym. You know, I put that all in a, in a pile next to somebody else’s pile right alongside the wall and I went and got some, uh, weights because the woman who runs the class was announcing you’re gonna need weights. So I was going over to get the weights and then I came back and the woman who, uh, was belonged to the, the pile that was next to mine started to talk, you know, hello? She said hello? You know, she didn’t ask my name. II, I remember that. She, but hello, you know, you look new to the class. I’m the only guy in the class. So I guess I am new to the class. She said, ok, well, I’ll just move my stuff. I said, oh, I, I said, well, ok. Well, I don’t know, just move your stuff. What it’s not, I don’t care if it’s touching my stuff. Is that your concern that it’s, that the, the two piles are, are, uh, I don’t know, commingling the, the, they’re, they’re having some kind of intercourse what the piles are touching. You just can’t have this, but maybe I have bedbugs in my hoodie. What, what do you mean? You’ll, I’ll just move my stuff. She says very curtly after being, you know, kind of pretty cordial, you know, just friendly. Well, I’ll just move my stuff. That was it. Well, well, I’ll just move my stuff. Uh, ok. What I, I can move my stuff. I just, I see, I see piles along the wall. So I, I stuck, well, this is where I work out. I said, well, ok, I, I didn’t know, I didn’t, I didn’t know that the title delineates your Space, Mrs Blood and Soil. I didn’t call her that I didn’t say I didn’t say that. I didn’t know that that would demarcated your, your turf. You know, you can work, you could, you can work out here, that’s your place and I can see how it’s important to you. It’s a big room. It’s like a big fitness center room. You know, it’s, I don’t know, a couple of 1000 square feet, no wood flooring. It’s not like there’s boxes or anything with your name or a little chalk line where you write your name or something, you know, and there’s weights on one side and there’s, uh, the balls, you know, the big, the big flexi whatever those big balls are, there’s a bunch of those along another wall. You know, it’s a big, big room, a couple 1000 square foot room. Uh, you your spot, your turf. So I said, ok, you can have, you can have your spot. It’s my first time. I didn’t know. Uh, I moved my stuff over a little bit so they wouldn’t be overlapping the piles. And then I worked out uh I did the class for an hour, you know, 11 step over from her spot. So we, we worked out together. I gave her her turf. I was like, what? You know, not be gracious and kind, right? Be uh embodying uh a good, a good spirit and friendly to neighbors and welcoming. I work out here. All right, fine. So that was my first class. I still go to the class. She’s still in her special spot. I’m not, I’m not anywhere near that. I don’t need to be, you know, like week after week I’ve raised my heart rate by having uh turf wars with the Mrs blood and soil. So, you know, I, I go somewhere else. I work out in another spot and if somebody gets there before me or you know, I there’s no spot. It’s not like my spot or her spot, it’s just first come first serve. Alright, I think you get the idea that was Mrs mud and soil. But I still go to the class every Tuesday. Uh, I just work out on the other side of the room from her and that is Tony’s take two Kate. The entitlement. Yeah. Astonishing in some people and, and not even, you know, I mean, an older woman who should know better. She’s, she’s, she, she’s quite fit. Uh, I have to give her that she’s very fit. Uh, I don’t know, she looks a little older than me. 65 maybe 70 or so. You know, somebody who shouldn’t be. Yeah, feeling entitled having wars over like you’re, yeah, you’re new to the class. You would think that, I mean, if your stuff was genuinely on hers, I think there’s a different way to approach it and be like, could you move your stuff because your stuff is on my stuff. But if you’re, but the way that she said it is so entitled and the fact that she’s like in a class is very embarrassing, like go home and work out if you can’t be around other people like that. That’s very savvy advice for this 65 or 70 year old. Yes. My blood is boiling. Well, we’ve got just about a but load more time. Here’s the rest of get heard in the election season with Peter Panepinto. You’d want to know what, what format the, the statement is gonna be. Again, I would say it was a press release. It was an email, social posts and you want to think through what the channels are gonna be with being prepared to pivot on that as well. Absolutely. Absolutely. So, yes. So here’s, here are a few points we would make for a news release. Here’s a few things we would do in a social media or, or, or kind of email statement. Um And, you know, you can almost have some of these things templated and ready to go where you can, you can fill in some key details. Um And, and make sure you’re ready to go. Um We even went so far with an organization we’re working with right now that has a, um the, the founder of the organization is, is getting rather advanced in years and, and um uh we worked with them to prepare what we would do if something were to happen to her and they needed to get something out about her passing. So, um we’ve, we’ve gone ahead and written kind of a AAA templated news release a statement for the website, some social media copy to help them prepare for, you know, for if and when that happens. And we’ve, you know, she’s been part of the vetting process on that and, and has seen what is being said, it’s kind of like writing your own, like writing your own obituary at a time, but it, it, it allows the organization to make sure that they are announcing that news on their terms uh that they’re explaining clearly what would happen in that, in that situation and, and what the plan is for the organization moving forward and also on her legacy at the same time. So you can almost game out some situations that may impact your organization, whether it’s something political or even something like that where, where you might have to unexpectedly announce, um you know, a, a, you know, somebody no longer being with the organization or, or passing away. And um by taking that those steps ahead of time, you, you really put yourself in a position that kind of own your own narrative in those situations. Was this woman amenable to that process. Did you have to be pulled along a little bit? Like, no, explain the value. She, she recognized it. No, she was, she’s a very self aware leader and I think understands that. Um but, you know, and, you know, even if, uh even if you’re the not actively involved in the day to day operations anymore, and you’re the founder of the organization and still engaged, I mean, that’s, that’s a, that’s a major event for that organization. And um she was, she was open to it. I don’t know, you know, personally how she felt about it, but I, I do know that, that she recognized the value of doing that and uh the staff and board of that nonprofit, I think feels very comforted knowing that um you know, uh you know, father time is undefeated, it’s gonna hit, hit all of us at some point that, that this is, you know, that they will be prepared to communicate with their supporters and with the public about what happened in a way that, that she is comfortable with and has signed off on already. And that, you know, the organization is also comfortable with too. I kind of like the idea of contributing to my own obituary uh after a life of selfless sacrifice and uh enviable success. The, uh, no, I like the idea of contributing to my own obituary. I’m starting to write it now. Ok. And your final piece of advice from, uh from the Onmes newsletter. Yes. And, and that is to be ready for November 6th and beyond. Um II, I don’t think anybody, regardless of where they are in the political spectrum, uh thinks that this is a, uh a minor election. This is an election that has a lot at stake. Um And, um there are a lot of potential eventualities with it, uh regard, you know, depending on who wins and, and which party controls the Senate and the House and everything else. Um It’s very hard to predict right now. Um But very likely depending on your cause. Um People are gonna want to hear from your organization on November 6th or November 7th and, um with, with what the, what the, what, what the stakes are for the outcome of this. Um And so it, it might be helpful for you to, to game out um a few different scenarios and, and, and be able to talk about what it means for your organization and your cause. So, you know, depending on which presidential candidate wins and which candidate or which party controls each house of or, or chamber of the, of, of congress. Um and even, even at the state level, at the state level and especially at state and local level for a lot of organizations, um whatever happens on Election day will really impact the work that you’re going to be doing and um the impact that it’s going to have on the people that you serve. So it could be your local school board planning board, your mayor and council election, any of those, any of those things on the local level as well. Yeah, absolutely. So I think it’s really important to think about like, you know, what, you know, what a scenario or b scenario will mean for your organization or your cause and, and what you’re going to be asking people to do, it could be a cause to, to raise more money. It could be AAA call to advocate um for, you know, for, you know, some aspect of your cause. Uh it may be a cause to celebrate but you know, and say the work isn’t done, we still have to do XY and Z in the months ahead. But really thinking about um how you’re going to respond to that to, to the results of that and having some things queued up and ready to go can again help you, um you know, own your own message in those situations. If, if there are things that you want to ask people to do, especially if it’s raising money, the faster you can do that and capture the moment the, the more successful you’re going to be. And also, I think if you’re not heard from right after the election, uh uh you, you risk being irrelevant, like these people have nothing to say, but, you know, they’re not going to think of it right away. But then two weeks later, when you, when you do send a message related to whatever it is, you, you finally got around to sending, let’s say, well, well, didn’t they have anything to say about the election outcomes? I mean, the local, the local school board, you know, and, and they, uh, and they advocate for, they advocate for, for Children, they, they advocate for uh uh a free pre kindergarten universal or, you know, whatever you, you risk being just kind of like I said, irrelevant, left out of the conversation or moving yourself out. Right. Right. So, yeah, there are, are, are real opportunities in the, in the months ahead to, to think about what you want to say in November. Um And you know, I, you, I, I think it will be impossible for us. To predict who’s gonna win. Xy and Z at this point in, in most cases, this year, it’s, it’s very close everywhere but you can be ready with, with whatever message you want to get out there, depending on the outcome uh by taking some steps now. Um And, you know, I think about a lot of the progressive organizations, uh right after the election in 2016, a lot of them were in mourning and we’re not putting, we’re not saying anything and that it took them uh in some cases weeks to, to, to be able to weigh in and, and mobilize people and, and that was a waste of time for that. Let’s talk about something that uh you and I have talked about in the past but it’s been a few years. Um i it’s all related to all of what we’re talking about today is the value of having relationships with journalists that are, that are long standing, not just when you need the person, but you know how to build those relationships. Well, let’s start with just the value of knowing some journalists in advance of when you have something to say. Right. Right. I it’s really important um regardless of whether you’re a local organization or a national organization or something in between, to really identify what journalists are covering the topics that most intersect with your organization or your cause and uh and making sure that you’re taking steps to, to cultivate them and let them know that you are a resource for them. Um because it, it’s really valuable in two ways. One, they’re ready to, um uh they’re gonna be more receptive to covering something significant that’s happening with your organization or that you’re looking to announce and, and b it, it provides an opportunity for when the journalist is looking for an expert, uh to comment on a specific topic for you to, for you or your, your executive director, your, your board chair, whoever is your, your biggest spokesperson uh for them to reach out to you when they’re working on something and, and get you to weigh in on it and, and share your expertise with them if, if you’re interested in, in, in reaching people and, and, and persuading people about whatever cause you work on and, or just getting visibility, cultivating those relationships is really important and by cultivating those relationships, I don’t mean just sending them a press release three times a year with like um and, and not, and not engaging them. Otherwise it, it often can involve you reaching out to them, telling them a bit about your work or a story that you think is important but then asking, you know, what are you covering, what’s of interest to you? How can I be helpful to you and, and starting to build uh some rapport and a relationship with them so that um they take your call or they, they, they open your email when you send something to them and, um, and, and that you’re top of mind for them when they’re looking for something. You pulled a, uh, car talk. You remember that, uh, show on N Pr Car Talk? You did, uh, you did number one and B Yes, I, it was funny. I was, I was halfway through saying that and I was like, did I use one or eight years ago? Then the car talk guys used to do that all the time. One and b uh, don’t worry about it. Um, no, so you’re, you know, I mean, you’re a 10 plus year journalist. So, so reassure us that journalists are open to conversations before, you know, before we have that they’re open to having relationships. They are like you and me and journalists are people too. That’s right. That’s right. And they also get bombarded with a lot of, a lot of pitches and, and press releases and emails and kind of like you and I do every day, like where, uh, where all of us do every day where it’s, it’s a bunch of stuff that’s not relevant to you. Right. It, it’s clear that the, the person that’s sending this to them doesn’t know what they cover, doesn’t, it doesn’t even know what beat they’re on. And, um, when you’re, when you’re drowned with hundreds of messages like that every day when somebody actually does take the time to say, you know, Hey, I’ve, I’ve, I’ve paid attention to what you cover. Here’s a story. I think you might be interested in that, that actually relates to what you cover. And if it’s not, you know, I’m here to, to find out what, what is valuable to you and, and, and provide you with some, some insights and resources to help you get it. Um that stands out first of all and second of all, it, it, it, it is something that gets noticed by that journalist because you’re, you’re not just throwing and trying to pitch them all the time. You’re actually taking the time to find out what, what that journalist needs. And um when you take that stop, you know, they may not respond the first time, but if they see that you’re genuine and that you actually are paying attention to what they’re doing, oftentimes they’ll, they’ll start a conversation with you and, and it turns into something really useful. Um you know, as a journalist, you wanna have, you know, some, some vetted people that you can turn to when you’re on deadline or an editor gives you a story that you’re, you know, that, that’s, that’s on a topic that you don’t cover every day. Um to be able to say, oh, the executive director at the, the local food bank really knows her stuff and I can, I can reach out to her and get a, get a read on what’s happening here and and you know, once you, once you have that, that list of go to sources, it, it becomes very easy for the reporter to, to get their job done and you’re helping them. I have a, I have a personal story that is an ideal example of what you’re talking about. Um, Stephanie Strom at the New York Times used to have the nonprofit beat when that, when that exi when that beat existed in nationally internationally known papers, she had it at the New York Times. And, uh, and I reached out and we actually, we ended up having coffee and, and through the years she, she, she called me, uh, sometimes I was never qu I wasn’t quoted, but I was happy to help her on, on background about some nonprofit fundraising issue. But there were times when she did quote me. And so, uh, and that, that’s a major, you know, the major outlet of the New York Times, um, years ago, she’s, she’s long said there’s no nonprofit beats anymore that I’m aware of. Um, and she’s long since left the New York Times. But, you know, that was, and that was just on the strength of doing what you suggested. We, we, uh this is, this was before I met you. So I was not using your wise counsel. I had the, I had the, uh almost equally wise counsel, not, not nearly as wise as your counsel, uh, council of, of another person who you know, we, we looked at her stories and what she had done and crafted an email and I followed up by phone and we ended up meeting for a coffee. Right. Right. It’s, it’s almost the same as if you’re a fundraiser, you know, really making sure that you’re getting to know your top prospects. Right. And that’s, that’s a perfect analogy. Yeah. Yeah. Absolutely. Being persistent, pleasantly persistent. Um, and, and you don’t know where that relationship is gonna go and that’s what ended up happening with me and, uh, and same with your donors. That’s a very good, exactly. That and, and, and often they’re, they’re not going to cover exactly what you want them to cover. But, um, if, if they are covering something that, that connects to, to what you’re doing and they see value in talking to you, you’re going to get a lot of value out of that even if it’s not, you know, hey, you, you know, you’re, you’re not covering the press releases, I’m putting out, but you found something else that’s really, that’s really valuable that my organization can provide, um, that, that, you know, being included in that kind of coverage when it’s not something that you’re pitching yourself, it can be incredibly valuable to you. So propagate the, uh, the journalist relationships because they, they, they, they can be enormously valuable and they, and they don’t have to be on a national scale. You’re local, local outlets. Absolutely. 11 thing that we, we advise a lot of people about is don’t worry about the, you know, reaching the biggest number of people, make sure you’re reaching the people that, that matter most to you. So if you’re a local profit, um you know, being covered regularly in your local paper on local television is way more valuable to you than, than being uh you know, included in some national story once, right? Um So, you know, really be mindful of like, where are your donors? Where are the people who you need to be advocating for you? What, and, and, and what journals there are the ones that are, are covering the topics that, that you care most about and, and really focus your efforts there. Ok? If we leave it there. All right, I’m great. If we leave it there, Peter Panino, the company is Turn Two Communications. They’re at turn hyphen two.co, you’ll find Peter at uh P Pena Peno on X and also on linkedin, Peter. Thank you for a valuable conversation. Thank you for helping our listeners. Thank you, Tony. Always a pleasure to join you and uh and glad we can, we can cover this timely topic before we get too close to the election. Absolutely. Yes. Great value. Next week, the responsive nonprofit with Gabe Cooper. If you missed any part of this week’s show, I beseech you find it at Tony martignetti.com. We’re sponsored by Virtuous. Virtuous. Gives you the nonprofit CRM, fundraising, volunteer and marketing tools. You need to create more responsive donor experiences and grow, giving, virtuous.org and 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 Martignetti. 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.
Sherry Quam Taylor: High ROI Development & Marketing Communications Teams
You want these two teams—fundraising and marcomm—to align every fundraising hour with its maximum dollars. You want these teams to have the time to secure investment level gifts. And you want them to secure the unrestricted gifts you need to grow and sustain your mission. Sherry Quam Taylor returns to share her strategies for achieving these vital ambitions. She’s CEO of Quam Taylor, LLC.
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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 am glad you’re with us. I’d come down with Irio denys if I saw that you missed this week’s show. Here’s our associate producer, Kate with what’s up this week? Hey, Tony, we have IRO I development and marketing communications teams. You want these two teams, fundraising and Marcom to align every fundraising hour with its maximum dollars. You want these teams to have the time to secure investment level gifts and you want them to secure the unrestricted gifts. You need to grow and sustain your mission. Sherri Quam Taylor returns to share her strategies for achieving these vital ambitions. She is CEO of Quam Taylor LLC on Tony’s Take two. It’s National Make A Will Month were sponsored by virtuous, virtuous, gives you the nonprofit CRM fundraising, volunteer and marketing tools. You need to create more, more responsive donor experiences and grow, giving, virtuous.org and by donor box, outdated donation forms blocking your supporters, generosity, donor, fast, flexible and friendly fundraising forms for your nonprofit donor box.org here is high ro I development and marketing communications teams. It’s a pleasure to welcome back, Sherry Quam Taylor to nonprofit radio. She is CEO of Quam Taylor LLC. She helps business minded nonprofit CEO S create financial sustainability by revealing how to diversify, funds, grow general operations revenue and align their team’s hours with relational dollars. Her practice is at Quam taylor.com and Sherry is active on LLC and Sherry is active on linkedin. She is also the mother of two future CEO daughters. Welcome back, Sherry. It’s good to see you, Tony. I, I love that. Uh that, that uh extra my intro. Thank you gu Well, your daughter, we’re looking forward to your daughter’s. Uh well, 11 will be going to college, one is in college. Both of them becoming CEO S what, what, what kinds of companies do you think they’ll run? You had to guess at this, at this stage in their lives. It’s a good question. Um You know, it’s interesting, I have, they’re both in business school and so uh my older one is a bit more introverted, real, you know, process driven. She’s studying uh mis and supply chain logistics. Uh So I feel like some, some international company that’s shipping things all over the world. Um And then my younger daughter is, is more of my extrovert and so she just wants to be out in front of the room selling. So I think she’s gonna be selling you know, multimillion dollar deals and it is really afraid of, of, of nothing. So, it’s, it’s fun to watch, uh, both their paths be so different, but yet, you know, they’re leaders in their own way. All right. Yes, indeed. Future leaders. Cool. Love it. We’ll give him, uh, we’ll give them 10 years, 10 years. That does that sound good to be, uh, for each of them to be CEO S 10 year. I, I would definitely, uh maybe put my money on that. Ok, well, look, so we’re talking about uh having our development and marketing communications teams, uh be successful together, be hard, high ro i together. Uh But of course, we also have to talk to folks who uh are in smaller shops that don’t have separate teams. But what, uh what’s the occasion for this? Why do you, why do you see the need? Why, why did you bring this topic to me? Yeah. Well, you really set me up so, well, Tony, even with your, your phrase of like the other 95% because, you know, at the end of the day, about that percentage of nonprofits, uh never reached the $1 million mark or frankly the $5 million budget mark. And so, uh a lot of organizations even at that size come to me with big plans to scale and it might be, you know, it might be when you on a two x three x five X, whatever that is, uh and, and they’re coming to me saying, well, how do we grow? How do, how can we raise more money? And the question oftentimes I believe we need to flip and ask is, well, why are we staying small? Like what is keeping us from scaling in the first place? And so, you know, a lot of my work is looking under the hood. Sure. Can I teach people to be great and, and better fundraisers? Yeah. But oftentimes it’s really that structure from an organizational standpoint, that business behind the fundraising that is keeping organizations small. So we have to go straight to the or chart, we have to go and look and say, are our fundraisers or the single person on our fundraising team or even if you had a team of three or four, are they doing the right things to yield the budget? Are they doing the right things that aligns their hours with dollars? And so, you know what topic comes up, it comes up of like, well, talk to me, development director, what are you doing? What, what’s your schedule look like? What, what are you spending your time on so often? The list we get are, are all marketing communication activities, right? We go, we got that appeal, we get Spring Appeal, the Fall appeal, the social media, the, the campaign for XYZ, all very traditional marketing communication activities. Um Are those important? You bet somebody has to be doing them but oftentimes those are the things that are generating and attracting smaller dollar donors. Again, importantly, but when we want to scale, we wanna grow so often, the the the list of 52 activities that we expect a development director do to do is actually what’s keeping them from growing, keeping them from moving into relational fundraising, keeping them from moving into strong annual fund growth, you know, even plan giving growth, those types of things. So this is one of the questions. Um One of the things I unearth in every single one of my engagements, which is really, um is your development team, uh being allowed to do true development activities or are they being pulled into other parts of the organization that’s keeping them from fully funding the organization? I have a concern that for weaker fundraisers, they, they use these other activities like everything you named. I’m thinking also of the four color brochure or, or four color annual report, you know, they use these activities to uh to avoid what is difficult for them. Now again, I’m talking about weaker people in development or, or inexperienced, just haven’t had the experience and they just don’t, yeah, they, they haven’t had the experience. Um I’ve seen, I’ve seen like mid-level folks too. They somehow they, you know, they got promoted, uh erroneously, I think in, in multiple jobs through multiple organizations. Um they interview, well, I always say and they, they use but whatever the whatever the uh persona of the person, they’re using these activities as a, as a as an excuse to not be in front of donors, not having individual one on one face to face, kitchen table, office restaurant. And you would say investment level conversations to asking for 567 figure gifts, they’re using these activities. Oh, I have to get the four color annual report out. This is going to take me months, the printer, the graphic designer, the approval, I have to write the te you know that there goes two months of not having conversations that are going to lead to real growth, real investment level gifts and, and it it and I just want it ticks me off that they’re avoiding what is really gonna make the money for the organization. It’s not the four color brochure or annual report. This is true. I love where, what are we at minute six? We’re on the soapbox. I love it. That’s what I love about you. Well, Tony, I would also say like if we look at it from another angle too, it’s actually too often what the sector tells fundraisers. They are like, you know, II I believe that I see so often the messaging is, is like we, we we’re on a deadline, everything is urgent. We gotta crunch to the finish line. We gotta uh fundraisers are, are these people who scurry around? We’re on this spin cycle. Nn No, we’re not. You know, sometimes I say, hey, I don’t do urgent, let’s do thoughtful funding processes that fully fund our organization. And so oftentimes I just find so much of the advice is feeding into uh that type of fundraising. Even you see that on boards. You know, uh you know, I did, I did a board training this morning and so often when I say, ok, so appeals, events, campaigns that the turn and burn that we think fundraising is sitting at our desk behind the email machine if you will. That’s that type of fundraising should only be uh adding up to about 25% of your revenue. The fee is 75 percent of your revenue needs to be what you’re talking about. Relational. Uh just thoughtful might take six months to 24 months to land that gift. And so few fundraisers have had that training. Uh They, they, they kind of have figured out the grants and appeals and events and all of that spin, but they’ve never needed to know how to do that or that no one has ever invested in them learning. Those are two very different skill sets and to tie to our topic. One is way more mark com based versus development based and this is how you beat that 95% percentage you gave at the top of the show. This is how you move to diversify funds. Are you secure enough general operating revenue to fully fund your organization is really making sure that these activities, those relational activities are, are, are, you know, are the priority in your development departments. Le let’s talk about explicitly, we, we’ve touched around a little bit, uh, both of us have, but let’s talk about some of the symptoms. You know, what, what is, uh, what is low functioning development and marketing, team, teams, team or teams, uh, look like, I mean, I kind of suggested I’m too busy with the annual report for the next two months. Ok. That there’s one, what you’re, uh what are some symptoms you see? Well, let’s look at it from a couple of different angles, even if we think of from a budget and growth perspective. Uh you know, the minute I get a call I go on somebody’s 990 oftentimes a symptom would be, well, the revenue is kind of just bumping along, might be a little bit of growth, but there’s some up, there’s some down years. Um that tells me perhaps there are not as many dedicated hours to fundraising as there needs to be. Um, another symptom might be, uh you know, a, a heavy reliance on one thing whether that’s programmatic revenue earned revenue, uh one big gala or one big donor, uh like an over dependence on one thing, grants from institutions, project based grants. If, if that, if those parts of your organization are growing, but perhaps you’re giving from single source decision makers individuals, I can pick up a phone and talk to them family foundations. I could pick up the phone and talk to them private businesses. Hello, if that revenue is not growing, that tells me something’s wrong. That tells me uh that perhaps the team has not had a relational training. They do, they are not having investment level conversations with donors. Um I would also say that when, then we do say, ok, now we have, we have five hours this week to focus on fundraising. Um Then if, if those activities are the bottom part of the pyramid appeals to all the things. Um That tells me that uh they’re not running this type of funding model, they’re not aligning their hours with dollars. There’s so many things Tony. Um I also want to add from the board perspective if I then see that the, if the board is giving you one hour a month outside of their traditional meetings, if those activities are transactional event, appeal, email posting and giving Tuesday, if that is the type of fundraising, the board is doing, that is a red flag to me because the board takes their cue from the fundraising staff and the executive director. And so that tells me perhaps that, that that executive director and that development team needs training in this area so that the board can maximize their networks. So many things to look at. It’s time for a break. Virtuous is a software company. Committed to helping nonprofits grow generosity. Virtuous believes that generosity has the power to create profound change in the world and in the heart of the giver, it’s their mission to move the needle on global generosity by helping nonprofits better connect with and inspire their givers. Responsive. Fundraising puts the donor at the center of fundraising and grows giving through personalized donor journeys that respond to the needs of each individual. Virtuous is the only responsive nonprofit CRM designed to help you build deeper relationships with every donor at scale. Virtuous. Gives you the nonprofit CRM, fundraising, volunteer marketing and automation tools. You need to create responsive experiences that build trust and grow impact virtuous.org. Now back to high ro I development and marketing communications teams. What kind of growth do you like to see a year over year in, in revenue? Diversified fundraising revenue? What, what’s a, what’s a, what’s a fair growth percentage year over year? Yeah, I mean, it’s so different, Tony, I’m gonna, I’m gonna answer that uh a little selfishly because, you know, I love when an ed comes to me and says, you know, we’re a $1 million organization and we want to be a 10, you know, I have that client right now and she’s ahead of schedule. You know, I love that. If that is a meaty, a growth minded, let’s do this uh hungry executive director. That’s my, my favorite thing to do. Um I would say that not everybody has plans to two x, three x five x 10 X. Um However, I believe that everybody probably should be and could be growing at a greater rate. Uh I had another client, I’m just thinking of where they said, well, we kind of maybe 5 to 7% but we never get to do things that are in our strategic plan. So it’s like we, we spend the five or 7% is not, is not fulfilling your plan. It’s unrealistic. You’re realistic, your plan is unrealistic and you have no, you have no plan to, to budget for plan, budgeting for the plan. So I, I mean, I, I’m gonna do a blanket statement to your question to say, I honestly believe people could be growing at a greater clip than, than most of them believe. And it really has to do with um this is what’s crazy. It has to do with the spend even more than the race. And what I mean by that is if we’re a $1 million org and maybe we want to be a $3 million org in five years, we, we immediately go to, well, what kind of fundraising things do we need to do? Hold on first. The, the first question we have to say is how do we actually resource our organization to turn us into an engine that yields $3 million or 5 million, whatever you want it to be first, is the spend and so, um, so often orgs come to me where we’re one, we want to be a three and we kind of try to do that on our 1.5 staff load that doesn’t work because, and also that staff load is in charge of marketing communications. And so I, I want people to hear, um, whether you’re big or small or, you know, there are a lot of options. It’s that you do not have the one option, which is let’s bring on a development director and throw all things that even look or smell like fundraising on their plate. That’s not gonna work. It’s gonna set that director up for failure, burn out. Uh And all the things we’re seeing in the sector, there’s a lot of different options. You can’t do all things at once. The, the one person, development and, and marketing team person, there’s not a team team of one. Yeah, that is uh that, that is setting them up for failure. That’s a recipe for disaster. The one person devoted to both of those. It’s just, it’s just not realistic. And even when um the leader of maybe there’s even staff on the team, I have a amazing client uh in the Boston area and she was on my podcast recently and one of the big shifts we made for their organization and there may be a 3.5 $4 million org was actually splitting these two departments because uh, she even said on my podcast, uh, gosh, some weeks, 80% of my time was being spent on marketing communications. And so then I got the development, kind of got the leftovers. Yeah, exactly. And, uh, that, that’s why you’re not growing, that’s why you’re staying small. And so we have to look at these root business issues, um, before we can say now what, what does, what should fundraising look like? It actually yields that number. Uh So let’s talk about some of the uh well, I wanted to contribute that, uh just amplify something you said earlier. The other reason that that’s uh aside from sheer hours in a, in a day and a week, why that’s a recipe for disaster is the skills are so different between relational successful individual fundraising and uh marketing communications. Just they, they’re different areas of expertise. You know, you wouldn’t, you, I’m speaking now to board members. You wouldn’t do that to your company. You wouldn’t have somebody uh devoted to uh sales and research. You wouldn’t do it. So don’t have someone in the nonprofit whose board you’re sitting on for which you are a fiduciary. And among the, the uh the, the board of most committed loyal volunteers and donors to that organization don’t, don’t subject your, your nonprofit to that. Yeah, they are two very different skill sets. I will tell you, I sit in as you can imagine a lot of interviews and so a lot of the work I do with people is like, OK, so we want to be here, we want to go there. What head count does that take? And then what should those people be doing? So oftentimes, I’m invited to sit in interviews and uh, I asked some pretty, pretty pointing questions and, and when I’m asking about relational fundraising, what we’re talking about, but the answers come back to me as appeal goals, event goals, how we’re slicing and dicing the database, you know, the print fees for the and report to bring up your what you’ve brought up. When the answers always pivot to more of that transactional fundraising, more of the event that, that type of cadence, that’s a red flag for me. But again, I’ve been accused Tony of like not liking events and appeals. I love them. I, I go to them but they cannot take 100% of your team’s time. So I’m looking for, do you know how to attract investment, local donors? Do you know how to lead them? Do you know how to solicit them and get their best gift? And then do you know how to get that gift every year? And then do you know how to get that gift year after year after year to where? Oh, we have a capital campaign. They might give a gift above and beyond. Oh, we’re starting uh an endowment campaign. They might be able to commit to a gift above and beyond. That is what I’m talking about. That is how we fully fund our organizations. All right, let’s talk about some, some specifics. That’s all I, I agree. All, all valuable. Um, le le let’s drill down to some specifics about, you know, making development and marketing, communications more uh well, higher ro I, that’s what we’re, that’s what we’re trying to get through. So, uh you, you’ve alluded to this already. Staff, staffing, the adequacy of the staffing. It’s, I mean, this is where there’s a, there’s a numbers, a very simple equation we need to do to start and then we can dig deeper and literally have this conversation this morning. Um So there’s, you were, you were busy this morning? I was busy conversation. You had a board briefing. I did actually, I, I love, you know, you know, I’m a morning person. So I love my East Coast clients who want me to do a board training at like eight in the morning. We here we go. Um So we have to do a math equation. And so what I said to them was, they told me the number they wanted to go to. And I said, hey, here’s a rule of thumb. The rule of thumb is for every $500,000 more you wanna raise. That’s a staff person. And so if your budget this year is a 2.5 that’s five people. Uh you know, jaws drop. Now, I said now hold on. That doesn’t mean we are cookie cutters and hey, you database person you got to raise 500 K. No. But what that does mean is I would hope your development director or your major gifts person has a $1 million portfolio and that balances out that database or kind of coordinator position. So as a rule of thumb, there has to be a math equation to say if we want to grow, let’s just say Tony from 1 million to 2 million. Ok, then we might need to hire two people. 00 my goodness. Which is even more reason you need to be in this high Roy model. And so this is the math equation that everybody skips. It’s like let’s just grind harder. Hope you can do it. I don’t know how the development teams are gonna do that. Their head count is not set up to yield that number. So of course, they can’t and hope is not a strategy. Hope is not a strategy. This goes back to the spend, Tony. We gotta hire people, spend the money to make the money. What do we do initially? All right. Suppose we’re take your perfect hypothetical raising, raising a million dollars. We want to raise $2 million in 2025. If we need to hire two people, how do we fund the two people before we start raising the money? This is I get this question to both people when you don’t have that money coming in. But like we know where the compass should be set, right? So this is where this, these are the tough questions we have to ask. So let’s say that one person comes on and then we have to say, um a what do we as an organization? Because this is not just the fundraising theme, this is also the executive director who needs to be sitting in those investment level conversations. Hey, what do we as an organization need to stop doing a get hours so that we can start doing more relational fundraising? So you just set me up perfectly today. So what I advised this team this morning was I said, let’s talk about 10 hours that your executive director to get back in their schedule. What could she stop doing so that she could start doing more of these types of activities that frankly are going to yield five times more money, 10 hours, 10 hours a month, 10 hours a week a week. That’s ambitious. All right. But you know, it is ambitious. So let’s call it. I’m not, I’m not saying it shouldn’t be ambitious. I’m just saying that’s ambitious. All right. So 40 we’re gonna start devoting, we’re gonna try to find, we’re gonna find activities where, where the CEO can spend 40 hours a month in new, new relational fundraising time or even, and even this group has a development director and she’s incredible. Um but even perhaps I know I challenged them and said, let’s look how much time is being spent more on transactional activities. Now, they’re just coming off a gas. So it feels really, like, really heavy. But let’s look and see how could we move that person’s 10 hours a week into these activities that are going to yield more money. So my point of like kind of telling you that is we can’t go 100% full on, on all of these initiatives at once. It’s ok that sometimes we need to take something that’s operating at 10% and move it to 40% and sit in that a little bit because we still, we still have events, we still have appeals, we still have emailers to get out and then look at ok, now we’re gonna take it to 60% and now we’re yielding more money and we can actually hire people to take things off other people’s plates. So it’s just not a one size fits all. There’s so many options. Maybe you should hire a contractor 1500 a month to be writing your news and appeals and whatever. Uh your, your development director is gonna make that money back five fold by having those extra hours in their schedule. Maybe it’s a contractor for some of the grants for some of the grants work grant event, um, a any of that kind of stuff. And so this goes back to the spend what you spend sometimes I’ll say, well, would you spend $15,000 this year on a writer or whatever? So that your development director can move from yielding 300 K a year to 800 K a year. I’ll take, I’ll kind of take that math all day long. Would you invest 15,000 to make half a million? Yes. So the gut reaction is, no, we can’t spend the money. Well, well, let’s really look what’s behind that. So the head count, we got to do the math. We’ve got to do the math and it goes, it goes deeper than just head count. It’s, it’s, it’s a time aligned with dollars. It’s freeing up time for the existing staff. So we can get to the point where we can hire the additional fundraiser, the second fundraiser. And again, we’re modeling that for the board. Uh, you know, and I know I know this is the second topic that I brought up to you and I know we’ve, we’ve touched on it. Can I, can I say it? You know. So, so it’s the, it’s the head count, right? It’s the staff, staff count. Uh, and then it’s ok. Well, maybe we even have the count. But as fundraisers, uh, we’re just simply wearing too many hats. Right. And so, yes, are we in charge of the mark and the fundraising? Um, but I also saw something so interesting, um, shows on Twitter and it was a it was a corporate marketing person and in essence, she was saying that even 5, 10 years ago, the vehicles as to which we did marketing, there are like seven core vehicles or something. And today there’s like 30 something of ways, that ways that we engage with our clients and we gotta do this with like there just keeps mo more just keeps lobbying on the plates of marketers and, and communicators and fundraisers. We cannot do it all just because it brings in $5 doesn’t mean you should be doing it as a fundraiser. So we gotta get, uh, we, we gotta get our, our, our, our path a little, little narrower here. We gotta bring it in. We gotta pick 3 to 5 things. And are we doing those things? Well, are they yielding what they should yield? Uh We have to willingly be reflective of our activities and our hours and take off those hats so that we can put on high ro i high revenue generating hats. Um This, the uh fundraiser has to be so reflective of the hours that they’re spending in a day because we, we always say, well, we’re wearing too many hats as fundraisers. Well, then take him off and decide we can’t get to those four hats until we have a team of four. And right now we have a team of two. Stop pause. It’s OK. The organization is not gonna go under if you switch your newsletter to every other month versus monthly for six months. You’re not gonna go under, or? Oh, my gosh, we didn’t do a giving Tuesday campaign and run around like crazy people and, like, make $7000. It’s ok. Go form relationships with two people and get five K each from them. It’s more money. Um, oh, can I, oh, can I give one other really exciting thing, Tony? No, I’d rather, I’d rather you not skip it. I just thought of this, you know, I like to talk in examples. One of my clients, I love them. I love all my clients. They’re so good. They’re so good because they’re a plus students and they take it and they go and do it. So they made this decision. They want to scale. They’re having, you know, cash flow has been uh up and down. They last year had done uh a couple events, uh one being a gal, one being something smart and they said we can’t do it anymore. Like it’s, it’s, we have to change the way we’re doing this. We’re chasing our tail. So they decided not to do their events and they hired me to help them move into this relational cadence. It’s been so fun to watch and it’s been nerve wracking. Right. Like what do you mean we’re not doing the gala that, you know, are the donors right? Here’s the beauty of it. I talked to them last week and they’ve been having, uh, one on one conversations with their donors who they’ve rarely had conversations with before and they’re getting to know them and it’s going great and like, oh, my gosh, it was an incredible conversation. They’ve gotten, uh, four significant gifts recently in the past. I don’t know, I don’t know. 4560 days, the net on those four gifts from building relationships leading them to a, through a journey, asking them for their best gift. It netted more than their galla did last year from four relationships. And I love this development director because she’s so analytical with the numbers and she, she had that for me and I was like, what? That’s incredible. That’s fantastic. And do that 10 more times and the hours that the, that the hours are so much fewer versus the gala. Does the, does the flower match the bunting who’s on table 18? Don’t sit her next to him. You know, all those, all those gala hours you, you take a, you take a, I think you take a uh like 20% of them and you can raise the kind of money from individual relational investment level conversations and relationships that, that you just exemplified. I, I, I I know it to be true. You do too. But you know, this team had to choose to take off that hat. And then when people said, oh, but what about the event? How are you gonna do it? But we love bringing our friends. Hold on. Our mid and major level donors are not giving their best gift at events full stop they’re giving. Oh yeah, the auction item, all the thing. Oh, here’s the tickets, here’s the table. So they made this conscious, conscious effort and I’m so proud of them because it, it like that journey of stopping and then starting feels real lonely in the in between. Sometimes. This is when I say you’re a faith based organization for this amount, for these couple months. When you’re like, I’m doing the things, I’m building the relationships. Am I going to see the results? And they did it and they’re doing it and even just these four relationships have, have netted more in the, the gala. Imagine what that’s gonna do when they’ve, when they’ve spoken to all of their donors and then they’re piping their donors and their boards going. 00, you mean we could do it like that? 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. It’s time for Tony’s take two. Thank you, Kate. There’s an anxiety in the nation uh attention. Uh It’s, but it’s a positive, positive energy. You can feel it. Uh It’s not the enjoyment of being in the middle of summer. It’s not the presidential election. It’s National Make A Will Month. August. August is National Make A Will Month. We are recording on Thursday the first, it’s the first day of the month I which I believe should be a national holiday. I think the banks should be closed. The markets should be closed all to uh commemorate the solemnity of the occasion. The kicking off the launching of National Make A Will Month. So I think the first day of August should be a a national holiday. I I wish you had been off on the first of August. Um Well, plus it fits in perfectly. So we got uh you have uh in July, you got Fourth of July, August. Now you have the launching of National Make A Will Month, August 1st every year and then in September, uh we, we get uh Labor Day. So there’s a, there’s a, there’s a vacation day for us each month during this, during the summer. So uh I think so it should be a national holiday. But uh it is all right until that, until that comes around, until we, we we get the commemoration, the respect for National Make A Will Month that it deserves nationwide. Uh We’ll have to just suffice with, uh you know, uh celebrating it for ourselves. And of course, I do plan to giving fundraising as a consultant. So National Make A Will Month is the time to either a be reminding your donors about National Make A Will Month and the importance of them including you in their wills or b if you’re not doing planned giving fundraising, now, then to recognize the value of planned giving, fundraising and the way to kick it off is the simplest planned gift, gifts in wills gifts in wills. So whether you’re talking to your donors or you’re talking to your vice president or your CEO or your board. August is the month to be talking about wills encouraging your donors to include your work, your nonprofit in theirs or encouraging your CEO or your board to get you launched in planned Giving. Hopefully you don’t really need your board approval, but maybe, maybe you want to let them know, not seeking their approval or consent, but informing them that you’re launching planned giving. I like that model better. And of course, you’re gonna start with gifts and wills because they’re the easiest planned gift. They’re the most common planned gift by far. So National Make a Will month. Um Let’s uh I don’t know how to lobby for national holidays. I don’t have to go to Congress. Uh I probably should wait so we probably should wait until after the presidential election and see which administration we have, uh, to see which, who would be, uh, or how to approach them best about August 1st being a national holiday. But all of August is National Make a Will Month. That is Tony’s take two Kate. You make a petition to get off August 1st. I will sign it with you. All right. I think we’ll have two then. Well, I know we’ll have two. We’ll have two. I don’t know. Who else could we get, uh, your dad? Oh, he’ll, he’ll be, your dad will definitely be into another day off. Extra national holiday. All right. So there’s three. We got three people. You gotta start somewhere, start, start small and then we’ll, we’ll grow, we’ll, we’ll go outside the, uh, the lion. What is it called? The Lion King? The, the store down by you, the food lion. Oh, Food Lion, the supermarket. Yes. The, the Lion King supermarket. Remember? Confusing Broadway and uh Emerald Drive in uh Emerald Isle, North Carolina. That’s ok. They’re similar. Yes. Food Lion. We’ll go outside the Food Lion supermarket. I mean, who doesn’t want an extra day off in the summer? Come on. I can’t think of one person. Right. Right. All right. Well, we’ve got Fuku but loads more time. Here’s the rest of high ro I development and marketing communications teams with Sherry Quam Taylor. You’re gonna have to bring the board along when you, when you make the decision to abandon. Let’s take the extreme example. The Gala, the annual Gala, we love our friends come, we, we raise so much money from our friends. II, I buy two tables of 10 and, and I, I, it’s, you, you, that you’re gonna, you’re gonna have to overcome board objections because, and again, II, I see a lot of board members, like I said, 20 minutes ago using this as a crutch as an excuse. You know, because it’s easy to invite friends to gas because they know that the friends know that you’ll go to their gala. So it’s a share, you know, everybody, it comes out equal in the end and, and each organization benefits. Yeah, but it’s, it’s, it’s not sophisticated fundraising. It’s, it’s, it’s galas and, and they’re, they’re not the highest ro I, so you’re gonna have to bring the board along on this heart. Can you, can you share what that, that ex example or something bringing the board along for? But we love the gala. It’s, it’s, it’s mission critical for us. Here’s, here’s what I’ll say and, and I’m gonna give props to this, this leader, the board is killing it. They have, they have said, oh, well, that’s now, that’s now because it’s happening. But here’s what I would say. This is where we started saying like, what are the symptoms? I think you asked me? Ok, hold on. But let’s look from a business perspective. Um, are we able to pay our staff living wage, competitive wage. Are we having to dip into reserves or are we having to tap into a line of credit every year? Are we struggling with cash flow? Half the month? Um Have I never, as the ed have been able to take a raise in years. All of these things are happening in our organizations where we are not raising enough money. If we keep doing the same thing and getting the same results that tells us what we need to do, we have to change, we have to go back to the root and change the model and that even how we’re approaching revenue generation. And so oftentimes, you know, a lot of people come to me and they’re growing and scaling and they want to diversify and just get stronger. But oftentimes people come to me and say we’ve tried everything else. So we got, we gotta shake it up. We have to have a paradigm shift. And I really think that’s in this situation, what that organization is ready for. They’re like, this is harder than it needs to be. And every year it’s harder than it needs to be. Um we have to do something different to get different results. And so in this case, the board was in agreement, I mean, this is a business decision, right? Uh Are we going to keep doing what we’re doing and getting the same results or do we actually want to accomplish what we, what we’ve set out what our organization has set out to accomplish. Um You, you can only squeeze a budget so much. Uh You know, you can’t do more on less. You know, you’ve, I’ve said that many times, Tony in our conversations. Um And so it has to be a root business decision to say we, our, our mission calls for scaling and what we’re doing is not yielding the dollars that actually allow us to do that. And so there has to be a resourcing change. Whether that’s staffing, whether that’s getting a consultant, whether that’s tools we’re using, there has to be a resourcing change that yields a new number. That’s what the board has to agree on first. Then we can lead them on a journey through a model, then we can help them understand this. But I will tell you when they start seeing results and even if it’s a $1000 donor going to a $2500 gift, it’s like, oh, they three extra that gift or, you know, 2.5 extra. Wow, this is working when they start seeing the results. It’s a bit of a like, oh, I, I didn’t think people would respond to this, but it really comes back to their own relationship with money and fundraising and being on the board and, and feeling like, oh, I, I don’t want to ask people for money. It’s the board that I’m on it. Really goes back to their own comfort level. But I always tell, tell board members, you’re not asking people to give more money to the board that you serve on or the, the organization that you serve with. You’re asking people to invest in an amazing mission and to change lives and you’re really offering an amazing opportunity for people to invest in. And I uh II, I wanna selfishly extrapolate it out even further into when these investment level conversations, when the $1000 donor goes to 2500 and then they later on years later become a planned giving donor and they have died. And now we get to the planned giving multiplier which I’ve seen 4600 times lifetime giving total lifetime giving 4600 times larger in, in the estate gift. And the gift, the simple gift in someone’s will and sometimes the, sometimes the plan giving multipliers is only like 450 or so or, but I’ve seen it as high as over 4000. So, and you’re not gonna, and you’re not setting, I guess I’m I’m uh I’m helping answer my own question the way you, you just fully answered it. I’m adding a little, you’re not cultivating gala attendees for planned gifts. You’re not gonna see that 4600 times planned giving multiplier from the person who comes to a gala 10 years in a row. You’re not gonna see it. They’re not going to include you in their will, they’re not committed but take the same person and open up in a relational convers uh a relationship with them with about investment level gifts through the years and you are cultivating them for the ultimate gift planned gift, but it’s not gonna happen from Gala attendees, right? You’re so right. So Tony, I feel like this is why we, we kind of get each other. Um A lot of people will say to me when they reach out like, what’s it like to work with you? And they’ll say, what do you think about us starting an endowment? What do you think of? I said, well, first tell me about your annual, tell, tell me about your relationships with your donors. Tell me how you’re leading them on a great journey all year long. But how are you soliciting them? Like if, if they’re not telling me, well, we, we do this and then we do this and then we’re doing this and we’re serving them and then we ask them, we solicit them and they do attend our event. Like if they’re not showing me that they know actually how to lead a donor through a great experience to their best gift on an annual fund basis. Let’s be real hard for them to miraculously wake up one day and be like, I’m gonna go ask this person for AAA gift by will or whatever. So we got to get in this annual fun cadence of leading our donors to their best gift. Then these types of conversations about a planned gift or gifts by what, what are, oh, they’re just a natural extension of our relationship, which is how it should be. Did you steal that from me? Natural extension? I, I didn’t mean to, it’s a natural extension of the giving that they’ve been doing for a, for a long, long time. But I absolutely, I, it’s a natural extension of the giving they’ve been doing for decades and, and I would say board member, think of yourself, think of a gala that you’ve gone to for the, for many years because a friend invited you because you always invite them to your gala. Are you gonna include that organization in your will? Good point. Highly, highly unlikely near zero possibility. Good point. Let’s move on to, well, you have to, you have to shift from the models we’re in to something new because if we want different results, we have to do different activities and, and spend our time differently uh and allocate hours differently. Um Yeah. Uh it’s, it’s, it’s a, it’s, it takes time but in the short term that, you know, you’re not going to get the planned gift in four or five years. But, but you’re cultivating the person for that conversation years from now with all the work that you’re all the work that you’re advocating us doing. Let’s, let’s, you got one more uh one more for, for converting to high. So we, yeah, so we talk, we’re gonna check that head count. Um You know, we gotta make sure fundraisers are not wearing too many hats. Ie all the mark. All the fundraising. Third thing is ok, so now we’ve removed the hats. Your fundraising team has to be properly trained. We can’t just one day say, ok, we’re gonna stop transactional. We’re gonna move to relational. People don’t know what that means. Uh Someone said to me once isn’t like I felt like individuals were, was relational and then like businesses and foundations were transactional. So, no, not at all. So I rarely meet a fundraiser who says I have a, I went to school for fundraising. I, I have a degree in this. Uh This is, this is what I, I’ve, I’ve dreamt of doing since I was four. No, everybody is in fundraising, whether you’re an executive director or on fundraising team from some wild journey. I mean, be included. Uh I, I was a program person. I was uh on the board. Uh I saw this need, this happened to be in my life and now all of a sudden, I’m a fundraiser and I kind of know enough to be dangerous, but I don’t know what, I don’t know. That’s what I hear all the time. And so that’s great that we have passionate people doing fundraising. Uh However, that is why they’re defaulting to what they’re seeing. The sector do, which is the transactional turn and burn. So if we simply just let them do that and try to keep grinding harder, you’re going to plateau back to our 95% comment. That is that to me is why that threshold exists. So the 95 the 95% is ok. The, but the, the your, your concern is that 95% of nonprofits never get over a million dollars in annual revenue and it’s 92%. I want to 92. Ok. Well, we want to help those folks. I don’t want to make sure you weren’t dissing the other 95 people that are listening. I want them all to be raising to their need so they can do more of their missions and if they don’t want to grow, that’s cool. Like keep doing what you’re doing and just keep killing it. But, you know, the 92% of nonprofits that are under a million, you know, 97% are under 5 million in annual revenue. Typically they have bigger visions and, and they could be serving more people, they could be moving to more regions. They want to do this kind of thing. And so don’t let the fear of investing in your staff or um you know, spending and investing in your team learning how to move into these activities. Don’t let that keep, let that be the thing that’s keeping you from achieving your mission when we’re talking about training, the training, you know, you know, another part of the problem is people do what they, what they grew up with, like when, when they were in school, their parents pt A had bake sales. So we need to have events. They’re not, they’re not literally doing bake sales, hopefully. But we know events because that’s, uh, the boy scouts, we used to raise money with, uh, light bulb sales with popcorn sales with the fertilizer sales with paper drives back when there was a, the, the, now I’m dating myself when paper it was, it was worth, it was worth recycling paper. I mean, it’s still worth it. But you could make, you could make money at it on a small scale. So that’s what they grew up with. But without training, they’re gonna fall back to their, to their girl scout and boy scout models. That’s not sophisticated, growth oriented scalable, professional fundraising. That’s not that, yeah, it’s not. And you know, it’s what does that look like? Sometimes people are like, I think we’re doing that. It’s like, well, but, but then if it’s, if we’re, we’re saying, hey, here’s three projects. Do you want to fund one of these or um, or, you know, let’s invite this major donor to an event and let’s put some extra big auction items on the event and hopefully they’ll get that. I mean, I hear this though. And so III I say to people are you able to put a plan together. Six months, 12 months, 18 months, based on that donor’s mission for giving, based on it being a win win, lead them on a journey to where when you ask them, if you can ask them that you’re confident they’re gonna give their best gift. And you know how to lead that conversation. You, you know, not only how to talk through the problem, the organization is solving the programs that you’re doing, the stories have changed lives, but you’re able to pivot into the investment level story to answer the tough financial questions to, um to lead that person, can I share with you how we’re funded, Tony to lead them through that and ask for their best gift and then get it and then do that every year. Are we doing that? Rarely? People are rarely. And so this is, you know, I’ll get up on my soapbox, you know, often times at the beginning of the calendar year, it’s like New Year Sherry. Would you like to speak on the cool new trends and creative things that fundraisers can be doing? I, I decline a lot of those, Tony because actually that’s what’s causing organizations from not growing of chasing the cool new thing. This, this process is actually really practical, methodical, natural human relationship building and having the skill set to then ask that donor and really offer that ex that opportunity to invest greatly. Uh I’d like to take it, I’d like to take it one step further. Go for it. You build these deep relationships and your donors will start telling you when they’re ready to make the next. I’m not saying that you wait for that. I’m not saying that at all, but I have that routinely. My work is planned giving routinely. I’m ready. I’m ready for a new gift, annuity. I, I wanna do another one. I’m, I’m, I’m, I’m ready to have the conversation about, you know, a longer term gift. You’ll get the, the, it’s all the work that you’re describing all the work that you’re advocating for and the relationships become so deep that donors start telling you when they are ready. And again, if you don’t sit back and wait for that, you still have your needs and you still have your funding priorities, but you’ll get to the point where donors, some donors will, will share it with you and that, that they are ready and that takes time in a relationship. And we, we can’t build relationships when we’re on this f cycle, when to bring it back around. When our, when we’re expecting, our development leads to be a one size fits all shop and to do all the things. Uh We’re always gonna be chasing our talent. We’re never going to be raising to that number that we want to raise to and we’re always gonna have to kind of have this week by budget maybe the stretch budget. No, no. How do we fund the real need, the real need of your organization and then how do we resource it and how do we train the team to be doing the right things so we can do these awesome things that this sector is doing. We have big, big problems in the world to solve and we need to be doing the things that actually resource solving those problems. I think a part of the problem may be that it’s, it’s not very sexy. It’s not the latest thing. It’s not the hot trend for the New Year. This we’re talking about stuff that goes back. We, we’re talking about relationship building that goes back decades and generations. It’s just getting to know people and getting to the point where you can have these, I’m using intimate, not in a personal way, but doing business intimate. I’ll call it business, intimate relationships, business, intimate conversations. You can let them in to what your needs are to what the challenges are and invite them to help overcome them. You know, what a perfect uh kind of proof of this. Tony is oftentimes when I do board workshops and I’ll explain this kind of what we’ve done today. The board member who’s a, who’s a corporate person who’s, whose job is networking, whose job is sales, whose job is having great deep relationships with their clients. Um It’s funny to me usually in every training, someone will go. This, this is kind of what I do in my day to day life, but I’ve never thought about it in a fundraising capacity. That’s the ha moment we were talking about the board because we’ve been trained and sometimes they’re taking their cue from the staff and leader fundraising. Is this, send me 10 days for giving Tuesday. Here’s your linkedin Post uh email this holiday appeal to 10 people. We’ve been trained that that’s it. And we’re actually blocking the board from helping and networking because th that is what feels natural. This is what they’re doing, scaling and running their own businesses. So we’re actually like keeping boards from even being a highly effective networkers and fundraisers because they’re doing something that they think fundraising is, fundraising is over here. It’s relationship building and everything you just described is purely transactional. Yeah. All right. What haven’t we talked about that you wanted to? We, we have, we got some, some time left. What, what haven’t I asked you? What haven’t we talked about that? You want uh our listeners to know? Well, let me think about that. You know, here’s the other thing I’ll, I’ll just lay on top of this oftentimes. Um You know, I, I’ll just preface it with like I get to work with some of the most amazing leaders, executive directors who are subject matter, experts solving all of these incredible problems. Um Sometimes they don’t want to be fundraisers, right? Which an ex executive director is always a fundraiser. Um So oftentimes I find that even if it’s a larger organization, meaning like maybe there’s, let’s just say it’s like a $5 million organization, but maybe 4 million of that might be government funding or state funding. And so there’s kind of this smaller organization doing fundraising within the larger context of the organization. Uh, oftentimes that’s a subject matter expert who’s running that organization. Um And it kind of feels like, ok, so we need to grow that 1 million or that 750 we need to grow that time for a development director because I don’t wanna do the fundraising, the staff, I’ve probably said this, the staff on the board take their cue from the executive director, those top relationships in the pyramid, your executive director has to know how to do relational fundraising. Uh You, they have to know how to attract and keep a team that does relational fundraising. And so I just, I, I think I just lay on top of this of like, you need to invest in your team. Yes. And the executive director is the lead fundraiser on the fundraising team holder of the, the largest relationships likely or most complex relationships. However, you wanna look at that, you ed also have to know how to lead donors on amazing journeys and ask for what you need. Um That’s it, that, that’s why I, I work with the leader first the leader sets the tone for the organization, you know, culturally, you know, so many different ways, but also from a revenue generating standpoint. Uh And so it can’t just be, let me hire a fundraising team to fix the fundraising. I want them thinking how, what are the things we need to do that shift our organization into the activities that fully fund our mission every year. It’s a different angle. I follow you closely on linkedin and you have your Friday reframes. And I, so I want to propose a Friday reframe from, from executive director saying we need to hire a director of development because I don’t want to do fundraising anymore. Two, we need to hire our first director of development because I want to be more sophisticated in fundraising because I want someone to help me align my time with dollars around fundraising. You know what, when this launches, that’s gonna be my Friday reframe, right? And I’m gonna attribute you, you nailed it, you, you can’t, you, the, the CEO cannot absolve themselves of fundraising. It’s just that you need, you need to be more directed with the help of your development, your de your Chief Development Officer, Direct Development, whatever. Uh so that you’re, you’re, you’re speaking to the right people at the right time in the relationship and, and we’re cultivating them for an ultimate solicitation of, you know, an investment level gift. Yeah. And, and you know, if an executive director is hearing this and going, how would I do that? How would I, how would I have time in the day? I, I can’t even imagine that I go back to my advice I gave this morning. Let’s talk 10 hours, let’s talk five hours. Like that’s where you start, you have to move into those activities. Um, you have to model that for your staff and board. Um, oftentimes, then we throw something wild out. Like maybe you actually don’t need. Your first hire is not a development director. Gasp. What if the Ed actually could be bringing in 500 K more? And you had more of a development coordinator spinning the plates underneath that Ed and managing it and making sure all these relationships are, they were doing the pre email, the draft, the post, the follow up. What if that added 500 a million to your plate? Maybe you don’t need that development director first. There’s a, there’s a lot of options, Tony uh that I wish people would pause and you know, do that math equation and really, really weigh um that, that can yield more money than, than perhaps that they’ve been used to Sherry, Quam Taylor Outstanding. She’s CEO of she Yeah, my pleasure. She’s CEO of QM Taylor LLC. You’ll find them at kmail.com and you’ll find Sherry very active on linkedin. Uh What can I say? Thank you for sharing your thinking. Sherry, thanks for having me as always, love the conversation. My pleasure. Next week, empowering women. If you missed any part of this week’s show, I beseech you find it at Tony martignetti.com were sponsored by virtuous. Virtuous gives you the nonprofit CRM fundraising volunteer and marketing tools. You need to create more responsive donor experiences and go giving, virtuous.org and by donor box, outdated donation forms blocking your supporters, generosity, donor box. Fast, flexible and friendly fundraising forms for your nonprofit donor box.org. I still love the alliteration, fast friendly fundraising forms for your nonprofit. Our creative producer is Claire Meyerhoff. I’m your associate producer, Kate Pernetti. This 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 out of their 95% go out and be great.