Nonprofit Radio for November 7, 2014: LinkedIn Volunteer Marketplace & Stop Talking At Me!

Big Nonprofit Ideas for the Other 95%

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My Guests:

Alison Dorsey: LinkedIn Volunteer Marketplace

Alison DorseyAlison Dorsey is the social impact manager at LinkedIn. She wants you to understand the value of their Volunteer Marketplace and how to use it.

 

 

 

 

Vikki Jones (l) & Christine Hughes at Fundraising Day 2014
Vikki Jones (l) & Christine Hughes at Fundraising Day 2014

Vikki Jones & Christine Hughes: Stop Talking At Me! 

Vikki Jones and Christine Hughes will help you avoid common problems and improve your internal communications between people and departments. Christine is director of individual giving and external relations at Westchester Medical Center Foundation and Vikki is planned giving officer at Weill Cornell Medical College. (Recorded at Fundraising Day 2014) 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host and i’m glad you’re with me. I’d catch a rhinovirus if i came to learn that you missed today’s show linked in volunteermatch kit place. Allison dorsey is the social impact manager at linked in she wants you to understand the value of their volunteermatch kit place and how to use it and stop talking at me. Vicky jones and christine hughes will help you avoid common problems and improve your internal communications between people and departments. Christine is director of individual giving and external relations at westchester medical center foundation, and vicky is a planned e-giving officer at weill cornell medical college and that was recorded at fund-raising day this past june on tony’s take two between the guests where’s the coolest airport we’re sponsored by generosity siri’s hosting multi charity five k runs and walks i’m seeing this sunday’s run here in new york city. I’m very pleased to welcome from california, allison dorsey she’s, the social impact manager at lincoln, helping linked in members connect with non-profit opportunities, she also works with non-profits to build. Their brands and identify talent, and she leads link things veterans initiative on twitter follow-up at linked in for good that’s the number four and, of course, the arabic number four don’t use the roman ivy linked in arabic number four good ilsen dorsey, welcome to the show. Thanks so much for having me, tony. I’m glad you’re in from california. San matteo, is that right? Yeah, we’re in mount view. It’s great to be in new york. A mountain view. We’ll get sent matteo from i’m from near sama tasks. Okay, um, are you one of the got to know? Are you one of the aipo billionaire? If only now i’m not going after that. We don’t have a billionaire on the show now. Not today. Unfortunately, both of us. Yeah. Okay. What’s it like working there. I mean that’s. A pretty high energy place. Yeah. World famous world known. I don’t know how many members there are, but zoho lines. Yeah. Over three hundred twenty million. Two hundred twenty million. Okay, hundreds of millions what’s it like working in a place like that. It’s. Exciting, i think it’s a lot like you see about silicon valley fun culture. You know, we have the ping pong tables and all the people running around having a good time and it’s also a lot of people working really hard, and we get, you know, there’s always the profiles of the super genius engineers who are creating the tools, and we definitely have that. Yeah, okay, barefoot in the winter time, california that’s it doesn’t matter that sometimes they are, but doesn’t get that. I went to carnegie mellon where were computer science majors and they were they’d be barefoot, or they’d be flip flops or even barefoot in the winter, not in the snow, but that’s. Pittsburgh personally had to stay inside. Yeah, i guess they yeah. There’s. Just shuttling between their dorm and the computer. Science, but still barefoot in the winter. Yeah, but yeah. That’s. The stereotype exists for a reason. One of my very favorite co workers, the sky matthew shop, is our hacker and residents and he’s. Very famous for wearing flip flops all year round. Yes. Does he wear the holiday parties like family events? Everything okay? Um, what’s going on there? Anything before we talk about the volunteer marketplace? Anything like insider and he anything? Coming up exciting. You can show i think the biggest excitement right now is the content platform. You know, we have this influence or platform that you’ve probably seen where? It’s, about three hundred incredibly famous people who do their writing on lengthen now. And we opened that upto all members, and so i can now write blog’s on lengthen. You can write logs on lengthen, and they get much more attention than they probably. What if we were doing it on a standalone website? So content on like there has been a big new thing for us. Okay, cool. Now you mention the influencers. Some people are designate. Yeah, i’ve seen that on some some profiles, i think designated in-kind shimatsu you’re talking about used to be on ly there were three hundred or so. Right. Right. Good block. Okay, okay. Um now when it goes over five always wondered about this. When it when it goes over five hundred, you have more than five hundred connections. Right? Then it just has five hundred plus. But there are people who have tens of thousands, but they only still say five hundred. Plus why is that? I think it’s because we don’t want to create a competition for having the most connections that your lincoln connection should be people you really know, and if we show on your profile exactly how many you have, we might have people just trying to compete to have the most, which would be a really valuable use of lincoln’s, which conan o’brien did it want famously in the nonprofit sector because he shouted out beth cantor! Yeah, i remember that, right? Because that was a great red hat that’s, right and profile. He had her hurry at her profile picture on on his show, saying that he would he was lamenting that he didn’t have as many followers as beth, who had three hundred thousand or something like that. Yeah, i think it was in the three hundred thousands and he made fun of her saying if he wore a red hat more than and she came back saying instead of focusing on my red hat, how about you shout out? I think it was giving tuesday last year, right? But he didn’t. He didn’t invite. I think it still got a lot of attention, though, for bath and giving tuesday, so, you know he still helped in his way. Yeah. Beth beth was more informed. Beth was more valuable, though, but he brought attention. Certainly linked in. Yeah, yeah. E-giving tuesday’s doing very well later in december going henry tim’s on he’s. The founder is the executive director of ninety second street y here our city, but also credited for being the founder of e-giving tuesday. Yeah, i’m a big fan of henry’s and what they’re doing e-giving tio so he’ll do a recap for us in in december. Great, but we have you here to talk about the volunteer marketplace. What is this, and why is it valuable for non-profits? So the volunteer marketplace is how non-profits can recruit skilled volunteers and board members on lengthen and it’s valuable because linked into the largest global network of professionals in the world and eighty two percent of them want to volunteer their skills, which is really remarkable if you think about that. Yeah, so the vast majority of people globally are saying we want to volunteer, we just need to find a place to do it. And so we’re working with non-profits now to post volunteer opportunities and their board positions on lengthen. And connect those with members so it’s the same system as we use for jobs. They are essentially job postings on lengthen. We just offer them to non-profits at either an extremely heavy discount or for free. Okay, where will non-profits find volunteermatch kit place? So at non-profit dot linked in dot com all of the resource is for non-profits air there, as well as links to post opportunities on the marketplace. And we’re going to talk about some resources i was clicking through there’s, some good stuff in there. Um, why? Why are we still called? Cos provoc way get that thing i think it’s really just about having one tool that everyone uses. I get this question all the time, people saying, hey, why do i have to have a company page on dh? But we’re non-profit dot linked in dot com, right? Right. But it’s so much we can provide so much more value as a company by using the tools we already have than building new tools for non-profits so we give non-profits company pages, we give them job postings instead of re creating tools that are just non-profit pages and have it be the same. Thing? Yeah, i mean, but, like, just on the screens, couldn’t we just say non-profit name instead of company name? Could we could we do that? Yeah. Yeah, i understand that. I mean, we we definitely know it’s. Ah, something that non-profits would prefer we’re working on. It works. Um, yeah. It’s like, you know, we’re trying to be we are different. Yeah, non-profits are different, andi. I know i’m not the first person to mention it, but okay, so you go to non-profit that linked in dot com and then you click volunteer opportunities. Is that right? So on non-profit darlington dot com there are a few different pages. One of them is fine volunteers. And that talks a lot about posting and searching. There’s another tab for finding board members. And that really focuses first on searching because we also offer non-profits of free premium subscription that enables greater search visibility specifically to find board members. That’s the board connect you’re talking about okay, okay. And we have talked about that on the show, and you and i may have a chance to talk more about that. Bmc argast got boardmember connect. Yeah. Okay. Um, but for posting the volunteer opportunities you click click post volunteer opportunities, right? Right. So when you’re on non-profit darling, do not come and you click any of those post links they send you right into the job posting flow just with a discount code there so that you get the discount. Yeah, ninety percent discount. Is that right? Yeah, but actually, i really want to offer all of the listeners to the show free volunteer postings. And so we will have a new option available where if you email volunteermatch murcott place at lincoln dot com and you say that you are listening to tony’s show today, we will send you a free posting code to be able to try out the volunteer marketplace. Okay, we have to say this again. You email volunteermatch kit place at linkedin dot com. Is that right? Yes. That’s. Right. Ok. And just and mentioned non-profit radio. Exactly. Okay, and this will be a test to see. Ah, you know what kind of validity this show’s got? Um that’ll be interesting because sometimes podcast listeners it’s a little tough to get feedback from them. I don’t know if you’re aware of this, but i know they’re out there because i see the download statistics, but to try to survey them, get them to feedback. It’s, it’s difficult, you know, i’m not trying make apologies, but i’m just letting you know now i can understand that i think they kind of do their podcast listening all in one stream of things like that, right? Or they’re driving while podcast is on, and so they’re not in front of their computer to e mail me write for them the third out of five that they listen to the way we got to take a break, alison and i’ll keep talking about the volunteer marketplace. Stay with us, you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end. Thousands of listeners have subscribed on itunes. You can also learn. Maura, the chronicle website. Philanthropy. Dot com fund-raising fundamentals the better way. Welcome back to big non-profit ideas for the other ninety five percent let’s do live listener love in the us? We’ve got multiple live listeners, but they’re yours. They’re masked. I don’t know, we don’t know even what state it is, i don’t, and i don’t know why they’re mask that’s unusual but live listener love to our unidentified us listeners, and in japan we’ve got listeners tokyo, chiba and yokohama. Konnichi wa is more live listener love coming. Allison dorsey, thank you again for that generous offer, you’re welcome for non-profit radio listeners were so thrilled offering, but we’re looking for more people to try out the volunteer marketplace and get to connect with lengthened members looking to serve okay, three hundred twenty million and eighty six percent one of volunteers, you say? Oh, are you having? Yeah, metoo doesn’t want a volunteer and seventy eight percent want to be in a non-profit board just also pretty remarkable that is that’s, outstanding and bored connect. I hope we have time to talk about that, but we have covered that on another show before um okay, what are ah, i mean that’s. Another whole thing? Yeah. It’s called it’s called. Job not volunteer opportunity, right? So look for jobs. Don’t look for the window. Don’t look for the place to enter the volunteer opportunity will be called job well, when you’re on non-profit darlington dot com it’ll say volunteer opportunity when you click over yet, puts you into the job posting flow, and then when we send it to members that comes through in two ways one if life your aa member who’s looking to volunteer and you see all of your job recommendations from lengthen your right, they’re listed as jobs. The volunteer positions are mixed in with those based on your skills and interesting experience where we think you’d like to volunteer. And then if you are one of the members, think around six million now, something like that. Members who have added the volunteering causes field to your profile. We know that you have an extra interest in social causes, so we send you separate emails of just volunteer opportunities. Ok? We’re going to talk about that because i know you want you want non-profits to encourage, they’re volunteers toe add that tab were going absolutely get that. Okay. Um, what is cem cem? Common volunteer opportunities. That you see, i think our most successful campaign so far has been around social impact managers. Sorry, social media managers. We see this all the time, especially on linked in, you know, a non-profit joints linked in, they set up a new company page, and now they need someone to help them manage that company page and post the right content and get more followers. And so that’s, our most common is people saying, okay, i need a volunteer to be my social media manager and also manage those those lesser twitter a secondary second responsibilities from social media. Yeah, way focus a fair amount on this show. Amy sample ward is the ceo of intend the non-profit technology and i heard her show with you last week. Yeah, she’s on every month talking she’s, our social media contributor is i know that that is a big difficulty. Big challenge for non-profits first deciding where to be you have to consider your resource is time and especially time and my right where to be and then how to keep that active what’s your advice around keeping the company page for a non-profit active what should we be doing? Yeah. I think the best thing to do is to distribute that responsibility so it’s good to have a social media manager who keeps track of everything and make sure that there’s enough content and that its content that’s engaging the followers, but it’s also really helpful tohave multiple people in the organization keeping this top of mind and either posting information themselves or funneling that information to that social media manager for them to post then the other thing is to post different types of content, you know, maybe a graph speaks to me, and i like to see data in that way, and maybe a video speaks to you, so having that variety of content forms so that different types of people can stay engaged with paige, we have to remember to there are lot of non-profits small and midsize that don’t have a social media manager, right? Maybe they have a volunteer if they’re lucky, but a lot of times it’s falling to the person in charge of fundraising, director, development a lot of times, even smaller organizations, it could be falling on the executive director, right? So empowering others, including at those smaller organizations, the volunteers? Absolutely. Hating you? Encouraging an empowering feeding content, right? Yeah. And i also think that it’s a great role for a volunteer tohave who’s. Not looking for a big commitment. If you say please post into my group around my company page every monday. You know, giving a really small role, teo, someone who wants to be involved with your organisation but doesn’t necessarily want to commit to being your overall social media manager. You mentioned opening up blogging now is that is that possible on the company pages so it’s on your individual account. So you posted and it links to your profile. And then what we see a lot of non-profits do is then post links to those on their company page. So if their executive director rhoda blogged, then they would link to it on the company page and is video of possibility there, too? Yes. Okay. In the volunteer opportunity section, i mentioned there’s. A lot of resource is you got something from some advice from catching fire? Yeah. How to do the best profile. Best volunteer opportunities. Profile. Yeah. There’s. Other resource is there? Yeah, absolutely. So catching fire provided a lot of those sample descriptions. Of skilled volunteer opportunities, and they’ve been a really great partner of ours on the volunteer side and then bored source created sample postings on the board side because non-profits are frequently posting both board openings and volunteer partings. So those templates around there and then we also have just kind of advice there, so separate from here is the template description is here’s how to make sure you’re representing yourself well on linked in, you want to have a strong company page so that when you write your volunteered job description, you’re linking over to that company page, and you’re keeping one centralized brand on lengthen. So a lot of those recommendations are on that site. The catch a fire ceo has been on the show. I know that, you know that too fantastic and following the show. Oh, yeah, cool. Not just saying that i don’t know what you really did. Look, okay, let’s, talk about the this is interesting. The those profiles company profile pages for non-profits advice about keeping those up to date. I mean, aside from what you already mentioned and advice about maybe creating one if you don’t have one. Yeah, so that actually we got a lot of questions around. Should i have a profile for my organization? And yes, you absolutely should, but it should be a company page so you don’t set up a separate account like a person instead within your individual must take a lot of people make you feel the pain. Yeah, they make a personal page because maybe company confuses them or you just don’t know, ok, but it should be, and i think it feels a little different to do it within your personal account. And so sometimes that throws people off. So once you’re within your personal account on the top of langton, there is a tab that says interests within that tab is the option for cos you follow and when you’re looking at your list of companies you follow for other company pages. There’s also the option to create your own company page so that’s where you would do it, and then you would be the administrator of that company page. Okay, and how about advice on setting those up? Yeah, so the setup process actually only takes about five minutes. You’re going to probably paste in information that you already have on your website about your mission and your values and your programs. And then i think images air really important. So usually i recommend tohave your logo be thie image that’s associated with that page whenever anyone links to it, and then you’ll also have the opportunity for a background image. So there i think it makes sense. Tohave, you know, smiling faces of the people you serve have it be really programmatic image and then post updates. That’s the best thing you could do is post updates there all the time. And i think a little known fact about most social networks is that the majority of actions taken on linked in our one member copying another member. So tony posts on update about non-profit who he follows, and then i go follow that company page two because i trust tony and his instincts on which non-profits have content i’d want to see. So if you are just getting your company page going and you want more followers ah, great thing to do is to send the link to your company page out to your board, your volunteers, your other supporters and ask all of them to follow it and then when they take that action and follow it, it will be shared with their network. So everyone they know we’ll find out about your organization, okay? And that’s how your stream gets propagated out. Exactly. Okay, your page gets gets noticed. Okay, um, let’s see? Well, uh, you were encouraging. We also want to encourage hyre employees and our volunteers to take actions around our company page right? Kapin okay, we’ll start with employees. What should they be doing? So your employees should to start with have strong linked in profile, so that that means is they have a photo. They have a summary. They have their experiences listed, and within their experiences they’ve listed you as their employer, and they’ve linked to your company page when they do that, so they’re selecting your name exactly as you have it on the company paid and then on your company page, it will show who all of your employees are. So those brands are linked. And they could also put the name of your organization within the list of organizations they support which just shows that they believe in your mission is organizations who support. Is that something you have? To add or that’s by default on a profile, so that is within the volunteering causes field so you can choose to add that field. And when you’re setting up that field, you’ll be asked about the organizations you support the cause you care about the ways in which you volunteer and how you’d like to volunteer in the future, and that one is really interesting to us or how you’d like to give of your time and talent. It’s actually, the first time we’ve asked a question on the profile so it’s, the first ford looking party, your profile where you get to eighty two percent so that’s from survey. So this new check box that says, how would you like to give your time and talent? You can check skilled volunteering or board service that has, i think around three million people who have checked that and it’s growing really rapidly every week, and so that’s part of why we’re so focused on getting mohr volunteer opportunities up on lengthen is to feed the demand from those professionals who are saying, hey, linked in, i’d like to serve you asked me if i would, and so now we’re we want to be ableto answer them and give them the right opportunities for them to fill in. Let’s, go to volunteers. What wish? What should be encouraged? Should we be encouraging our volunteers to do teo show their allegiance to the organization? So within that same section, they should be putting you on organizations they support, and they should be listing their volunteer experience within that field and again, linking over to your company paid so everyone knows that they’re volunteermatch your organization, and then they should be the most active proponents of your company page. They should be sharing your updates out with their network so their network knows that they care about this, and they’re keeping your mission and programs top of mind for all of the people that they know. And how does that how do they share? So when you post an update it they’ll see that on your company page. Yeah, and there’s just a share button on the update so they’ll share it out with their network. Any any unusual, weird volunteer opportunities that you’ve seen way see so many great ones. Um, i don’t know if this is weird, but we our favorite story lately has been one warm our love story, their basic so one warm coat, i think, goes to that point of what you’re saying. You know, some small organizations don’t have a social media manager and might think that they don’t have time to do these things. And one warm coat is an all volunteer run organization where they’re bored share sherry would has been so forward leading on all new tools, so when we launch boardmember connect, she joined it right away to use premium search to find boardmember tze. Then when we started testing out two years ago, what would it look like if we were to have volunteered board postings on linkedin? She volunteered to test those out, and then she found two new board members through these postings, and one was in seattle and was in texas, and this is ah, nationwide organization, so people aren’t in touch all the time, and she realized, you know, i really want to be able teo build community among my board members have a brain trust so that we can really set the strategic plan the next three, five years and so let’s have a retreat and let’s, get some volunteers who could be strategic planning consultants tio facilitate those discussions. Managed the retreat. Really get us tto plan by the end. So she posted on linked in again. And she found this strategic planning consultant who said she would love teo volunteer her time during that weekend and that she also want to bring in a friend of hers because she thought it needed to planners. Ah, so they were amazing. They facilitated this whole retrieved. They actually filmed themselves saying thank you for the opportunity and senate and dust, which was pretty cute. And, you know, sherry would the director of one worm code or the chairwoman one warm coat, one warm coat they collected and distributed. Four million coach last year. And it’s all volunteers. So i feel like if sheri and her volunteers have enough time to find a volunteer to manage their social media. Really, everyone khun take that opportunity because it doesn’t have to be you. It could be someone else who wants to volunteer their time. We have a couple of minutes let’s talk about the boardmember connect. Sure, this is the way of finding boardmember zl et’s remind listeners. Because its been many months, or maybe even over a year since we’ve talked about this, and actually we have some updates since then. So one very exciting change on lengthen is that there’s a non-profit interest search fassett, this is a free search facet available in everyone search experience on lengthen, and it allows you to identify those specific members that i was talking about who have checked the box, saying that they want to do skilled volunteering or serve on a non-profit board. So if you wanted to find someone in new york who has finance expertise and who is passionate about education and who wants to be on a board, you could select all of those facets within lincoln, search and find the hundred or two hundred or three hundred people that meet that criteria outstanding. Yeah, it allows us. Hey, powerful, sir, absolutely. You know, you could go from the three hundred and twenty six million lengthened members down all the time. But you could go from this huge pool where the huge pool is not really useful in and of itself. It’s. Only useful when we can take that pool down. Teo. The hundred or so that are exact members are going to talk to you. Okay, um, what do you love about the work? You do it lengthen. I love the non-profits they’re using the schools. We feel so lucky to get individual stories sent in all the time i managed our email aliases. So, like, i was saying, you could email volunteer marketplace that lengthen dot com that inbox gets so many great inbounds from non-profits saying, you know, i needed a logo and i knew i didn’t have money to pay for a logo, and then i found this volunteer unlinked in and here check out the logo he designed for me. It’s so rewarding to hear how it’s actually working outstanding and the offer again is for ah, for free posting of volunteer opportunity. You email volunteermatch marketplace at lincoln dot com ilsen dorsey, it sounds like you’re going to be the one who sees the emails. I will. And then i’ll send you your free posting. Could okay and mentioned non-profit radio, of course, in that important email. Thank you very much for being against. Yeah. Thank you so much for having me. And i’m glad it worked. My pleasure. I’m glad it worked out that you’d come in the studio and you can find them again on twitter, follow at linked in four arabic number for good that linked in for good allison dorsey, thank you again. Yeah, thanks, tony. My pleasure generosity, siri’s they host five k runs and walks, and this sunday, the ninth i’m seeing their new york city event. We’re going to be out in riverside park, expecting three hundred runners from north shore, animal league, brooklyn, autism center, tuesday’s, children, you cod, rosie’s theater, kids and a bunch of others. What is beautiful about generosity, siri’s is that none of these organizations could get enough runners and walkers tau host an event it wouldn’t be feasible for any of them, but when the community comes together and we get nine non-profits together like general with generosity series does, then they can have them. They have three hundred and now it’s worth the new york city parks permitting process, which believe me, you wouldn’t want to do for less than three hundred people and and everything else, all the infrastructure, the sound system, the porta potties, the start and finish archways, the the medals you kind of medals for winners and all that. The timing of the thing and the chips that go on the shoes it’s not worth it. You can’t do it on your own small, midsize shops, but you come together, generosity siri’s puts you together all their charity partners come together in different cities, and you got three hundred people and your, uh your participants, of course, raising money for your own charity. They’re of events coming up in new jersey, miami and philadelphia. I got to get them to be west coast or even midwest. But right now, just east coast, new jersey, miami, philadelphia. David linn, he’s the ceo pick up the phone and talk to him. Tell him you’re from non-profit radio because i like to talk to people that’s. Why i suggest that seven, one, eight five o six, nine triple seven of course, if you prefer generosity siri’s dot com in this week’s video, i’m looking for the coolest airport on the video there’s a link to my pinterest board, which is called i love airports, and i hope you will share your coolest airport pictures and videos. I don’t really know what makes a cool. Airport but let me see what you’ve got to put it all together and we’ll find something, but well, we’ll see. What what makes a cool airport feature there’s some things i’ve got a mind like the there’s this mist room in milan where this very fine mist is coming down on you as you’re walking through the terminals in milan in detroit. There’s this cool fountain that’s, it’s like tubes of water, but they’re not in the water, not in tubes. It’s just gets shoot shut out so fast that it stays in the tube as all the water is coming into the center and it’s all different timing’s that’s really cool buy-in in charlotte there’s this aviation history mobile it’s got ah biplane it’s got a, um, it’s got a a shuttle and you’re like, you know, nasa shuttle it’s got all different history, different areas of aeronautical history on this little mobile floating around above you in in charlotte airport, so those are all cool. Show me what you’ve got the video with the link is that tony martignetti dot com and that is tony’s take two for friday, seventh of november forty fourth show of twenty fourteen that’s, hard to believe here is my interview with christine use and vicky jones from fund-raising day this past june about your internal communications welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand fourteen, we’re in times square, new york city, at the marriott marquis hotel. And with me now, are you christine use and vicky jones. Christine is director of individual giving and external relations at westchester medical center foundation. And vicky jones is planned giving officer weill cornell medical college. Ladies welcome. Thank you. Thankyou, tony. Thank you for inviting your welcome. Glad to have you. Thank you very much. Your seminar topic is it’s all about communication. Vicki. Let’s, let’s. Start with you. Why let’s make it explicit? Why is communication so important? Well, it’s, especially important in the world of flynn of playing e-giving for many reasons, your donor may no longer be able to help you realize how the gift is to be allocated when the gift actually comes in. So communications and understanding that donor’s intent documenting that gift is very, very important. And, christine, what do we see non-profits not doing so well around communication? Well, i think communication. Is the key to relationship building, and i think that is really the basis for our line of work weigh have tio, you know, build, strong, concise and really just heartfelt relationships, and without good communication skills, you can’t do that, so and, you know, we’re we’re focusing on internal communicating, you’re focusing on the get it in the office, correct. So in order to i think to have a strong outreach, you need a very strong to build a very strong infrastructure within the organization and that’s all based on communication and relationships. Okay, where do we get started with this? So take it. So so for me, i don’t we don’t we don’t do like volleyball, tennis, so you could talk for a few minutes with video few minutes took great, so i know for me a lot of times the challenge has been to build internal communications, internal relationships, and one of the i think i think the best way to start is just getting off your chair in your office and going around visiting the other departments that you need to work closely with developing strong relationships, inviting them out to lunch, making sure that you’re all on the same page, figuring out how you can help each other, how you can work together, and i think it’s a lot of fun and one of the results i’ve had, and i’m sure vicky would agree is, you know, when you leave in an organization you leave with all of those wonderful network, you know, that wonderful network and all those those contacts. Hyre so it’s, uh, not always necessary to just send an email to a colleague who maybe in the office next door cubicle down the hall we can actually get up on go talk to them? Absolutely, yeah, email email is so misrepresented or miss spread in many cases, people will read a tone into something that may not even be there. So i think that when you have you came face to face is a good idea and then just really saying it was great talking with you, i think this is a great plan and just reiterating what you decided to do based on those communications very important and yeah, uh, email texting. I mean, haven’t we sort of lost the the art of face-to-face on dh the joy of face-to-face i mean, isn’t it for me? I’m so much more pleasurable to have a conversation where i can see the person now, a lot of times, it’s. Not feasible, but when it is when it’s just a walk down the hall. Vicky, i mean, shouldn’t we take the walk? Oh, yeah. I think the walk. We have a lovely deep bass voice. Have you a radio trained or opera singer? Everything. I’m just coming back from either bronchitis or pneumonia. So what? He just got me on a good day. I got it perfectly. Uh, okay, look, let’s, let’s, let’s. Go back. Christine, what are some strategies will be on? You know what we’re talking about so far and we have a good amount of time together. What else should be paying attention to internally? Well, i’ll just give you some examples of what i’ve done. And it’s been it’s been fairly successful so far. But, you know, basically again identifying the key department that you need to work with, figuring out how you can work together and making it attractive for them. So, for instance, you know, skip over. I know i’m in the world of health care, but in the world of education, admissions and advancement if they can team up together, they can work together to pair alumni and incoming students and prospective parents and it’s the most magical thing in the world and it’s so easy to dio but it’s just again, it’s just forming that relationship. And we all know here that when relationships, they’re going arrive of the reason usually is because of communication, communication, breakdowns, miscommunication. So if we can really work on those skills and be very proactive, which i think is what we’re talking about, dahna i think we can really change the landscape again, building that internal network building the internal structure really speaks volume when you step outside of that institution and go out into the community and start spreading the good word about that institution. If you’ve got a strong network inside, it is amazing what you can do. You know, tony, one of the wonderful things about working at weill cornell medical college for thirteen years is that i’ve built a lot of relationships, and not only with my donors, several of the physicians and faculty of the universe with the medical college and we also because in dealing with playing, giving, you have to work with your director of operations, you have to also, in my particular case work with cornell university’s department of gift in trust administration, and when you work with somebody and in that function in so many different ways, you’re able to identify this, this is a problem. How are we going to be able to stop this from happening or re occurring again? What are the steps that we can ensure that this one mark and you have that relationship history so that you’re not only going to your colleagues when there’s a problem, but you have a long history of working together around problems, and i didn’t very smooth times that when a problem does develop, you got that history behind durney one of my favorite things to do too, and now speaking more towards the medical side of it is just taking doctor’s out to coffee and identifying identifying what it is. They’re funding opportunities are what their hopes and dreams are. And then when you sit down and talk to donors and their expression a certain wish, too be apart, you know, have a fill in topic footprint at yours institution it’s really wonderful because you have all this knowledge in your head about the doctors and the researchers and what it is they want teo forward with. So i think a lot of what we’re talking about is just consciousness. You have to be conscious of deepening relationships, getting up from your chair, going to talk to colleagues, going to lunch with colleagues, it seems, you know so basic, but we’ve lost we’ve lost consciousness. I think about a lot of these things, tony winning things i’ve been working on in the past year is to try and break down the silo city playing e-giving there are many gift officers that i work closely with that we’ll work together in meeting with a donor and discussing dinner situation with the donor on the telephone and meet with them together. And what i tried to do is i try to make sure that my colleague gets a shout out when any kind of plan gift happens, even if it comes through the annual phone let’s, they perhaps somebody passed way. All right, this i always look at the donors giving history, and then i’ll say so and so passed. Away just received two hundred fifty thousand dollars through there, a state plan towards cancer research they gave for years to doctor and morris breast cancer research. And i help the people that have been working in building the program know that they’ve been successful in a way they’re not maybe realizing so it’s, you know, it’s, it helps them build their understanding of playing, giving and make them a little more secure with the concern among a lot of fundraisers is that if i give credit elsewhere them, i i’ve diminished my contribution go to the gift you’re a plan to give the officer and you’re giving credit to the annual fund. A lot of people would think that, well, you know, now now my my vice president or directed development may not appreciate my role in that in that gift. How do we overcome that thinking what i try to do is they try and say, this is, you know, i laugh and i told people i don’t get paid commission, so it really doesn’t matter, but what i want to do is to show a serious of building relationships, of working with gift officers, working in collaboration. You know, we’re trying to say that as gift officers, major gift officers working with our donors, we want to be able to tell them. Yes, i have thought about maybe, including will. I want my gift officers to work with me on a one to one level so that they can hear me saying to the donor, oh, i’m sorry. I have to ask to stay a couple of questions, and i hope they’re not too sensitive. And that reassures the gift officers and understanding and feeling a little more comfortable themselves in approaching this questions. So as far as getting credit are, we’re working towards making metrics for our major gift officers and principal kept officers that they work her assist on a plank after two or three within a quarter. But we’re beginning to incorporating that by incorporating that we’re encouraging people to work together more class. Christine is there. Is there another thought that you might have around? Measuring employees methods of collaboration so that it sort of becomes part of their their formal evaluation process. Well, one of my experiences just recently, too, has been that when you collaborate, it really inspires you to think outside of the box so normally funding sources that everyone thinks about, you know, again, we’re all sort of going after those individual donors, you know, corpse and found things like that. And recently, just sitting in a meeting and i heard a doctor give a presentation, and it reminded me of the research that was going on at a pharmaceutical company, not too far away from where we’re located. So it’s sort of opened up my creative juices tio, maybe start talking, having talks with that pharmaceutical company to underwrite some of the research that we were doing that really was a great match, and so i was able to work with the doctor, other team members. So we have team members on our development staff at our corpse and founds the, you know, corporate relations. So we were able to really pull in my individual giving experience with corpse and found with the doctor in the researcher and then the senior staff. And it was it was. It was an incredible collaboration, and it’s been very successful. So i love the way that vicky talks to collaboration and how important it is and how it’s being measured. But what i think the part that really astounds me is the amount of just ingenuity that is a result of, you know, innovativeness, that’s, a result of that collaboration. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and a a me levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end, he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guest directly. To sign up, visit the facebook page for tony martignetti dot com. I think you’re doing a lot of nodding oh, yeah, yeah, that’s what i love about playing giving it. So i used to joke around with one of my former directors and i said, it’s kind of like mcdonalds too. You want deal number one don’t number two number three it’s, like once you get together with your donor and you’re talking about what they interested in, then you start thinking there’s a project and, you know, how much money do they think they couldn’t do? Do they realize they could stretch it out over five years? Do they realize that they might be able to create a chair? Believe trust that could provide a income for their child and at the same time provide a societal gift to the medical college? You know, those air, the exciting things, and i think that when everybody starts talking about possibilities that’s, what’s amazing that deal one, two and three also reminds me of monty hall let’s make a deal. I was i was on let’s make a deal in my early twenties, like a deal. What was your costume? I’ve had a green cut out a piece of carpet and my sign said, monty, don’t be a jerk. Let’s. Make a deal. Don’t be a girl. There’s a there’s a deal and let’s make a deal. You say let’s make a deal. Did you let’s make a deal? You did d i don’t know don’t know. Don’t be a girl. Let’s, make a deal. Correct. Did monty pick you? I did get picked. I did you? Did you indeed a rubber band or a paper clip or something that he was. I’ll give five dollars for the next room until i was offered door number one, two and three. And how did you do? I did. Well, i walked away with twenty five thousand dollars. Oh, my goodness. No kidding. That’s well and yeah, that’s. Outstanding. Yeah, about it in a box in new york candy bars. Go figure it’s better than a case of canned squid behind door number three. You got the song? So that was the big deal. You want the big deal? You know, it was more the first deal of the day. Oh, it wasn’t even the deal. Did he ask you if you wanted to trade your oh, yeah. Traded every door quick. But you didn’t. You didn’t trade. You know, i think that’s where i got my first experience. And looking at playing giving, like, do i really want to do this? Or how about that, eh? So you held on. You held on to your twenty five thousand dollar deal, has spent it quickly. Glad i mentioned it, by the way. You know, the lights overhead lights went out martignetti non-profit radio with casey crown, the lights are our lights never damn way. Go right through. That doesn’t matter here. Bring on the earthquake. North korea coming now don’t don’t. Um okay, well, what else? Communications your seminar description. It’s all about communication. You mentioned events, things can go wrong. Miscommunications around events. Somebody have a story about that or something admonition or something like a bout of each one of us are doing as a certain topic. I’m sure that both christine and i could talk about snappers and events, a lot of them, but we’re actually today i’m the one i’m going to be talking with the workshop i’m goingto be leading is called, um, a donor disease in a doctor on what we’re going to be doing this. We’re gonna be talking about how a donor came and decided he wanted to support huntington’s research and he wanted to be with one of our top physicians that was doing research in that department. And then we’re going to talk about communications that happened involving the deal of you know what? He wanted to find and listen. It’s the snafu who’s with this started with the fact that he was talking with the director of playing giving at new york presbyterian hospital. And many of you and our donors also were confused as to what’s new york presbyterian hospital while cornell medical center. Well, talk about communications mean, now, that’s not your department is branding and marketing, but that is that is there absolutely right? That is critical. There’s a lot of misunderstanding just in the general population of new york city. Where the heck newyork presbyterian weill cornell end begin. Well, it’s a wonderful partnership, but what happens is when we’re working with their donors, we really have to listen to what they’re talking about supporting and this particular case the the donor met with the director of playing, giving and the head of the department, and they did a little walk through and the doctor discuss kind of research he was doing and the donor was in love with everything that was going on and said, this is great, i want include something in my estate plan. I want to fund an assistant professorship or maybe a full professorship and at that point, the director of playing e-giving for new york presbyterian hospital went, i’m gonna have to give you to the medical college because the professorships air with college. You are so so we have a collaborative work. Exactly. So he introduced me to the diner and we put together a suggested request language for this, the donor to help achieve his goal. Okay, in a collaboration, well, you know, actually, we could he handed it off to me because you can’t. After that point, once you realize that gift is really going to benefit another organization, you know, you know, it’s professional e-giving professionals, we all have an ethical standard. We have tio here, tio and so, you know, knowing that professorship was, you know, through the medical college he knew he couldn’t facilitate the guest any kindly directed the donor in the right direction. Christine, what is what are you sharing? So basically, i’m talking about something that mickey mentioned earlier about the silo ing and give you a quick example in the educational arena that i used to work in. And just, you know, just this morning i had a a meeting with a donor, i had been trying to get a meeting with for nine months, and the key to the meeting was the chaplaincy at the hospital chaplain, one of the chaplains of the hospital, she this particular dahna was very connected to him personally, and it was because of that relationship, and i was able to get the meaning and working with him in collaboration. So here i am fundraiser, working with chaplin, tio tio, just educate the donor, thank the donor for their gift and then to educate the donor on the programs that are coming up to see if there was anything she’d be interested in funding in the future and, you know, it’s like magic, i think you know, vicky would agree. It’s it’s, amazing when you have those internal relationships and those collaborations, the strength of your meeting is phenomenal, and i think that really shines through to the donor. So you’re really presenting a well unified well, educate, you know, you’re you’re well educated, your unified and i think it just presents a great picture to the donor and you feel the key to those relationships is communication. Absolutely so i’m one teo always get up from my chair and, you know, walk to somebody’s office or walk around the hospital or, you know, go and visit a physician, i think the best place to have those informal meetings in the cafeteria and the coffee shop and those air sometimes some of my best meetings internally just catching up with people, finding out how they’re doing, you know, finding out what they did on the weekend and and all that time you’re building those great, trusting relationships internally, we can see you doing a lot of nodding, yeah, because it’s that’s a wonderful thing i love is the love building relations it’s just it’s always i’ve always been a people person, you know, in addition to being buy-in getting officer welcomed a medical college, i’m also the president of the philanthropic planning group of greater new york, and what i really like about that organization is the closeness of the relationship between playing, giving people throughout the entire community, you know, it’s it’s, great tohave relationships that build over the years, one of the things that we know by staffing donors and since i’ve been there for thirteen years, it’s really quite unusual in the non for profit world is that unfortunately, i’ve seen some of my gifts become realized, but i’ve developed relationships with my donors who at one time wanted to make a gift for cancer research because they knew somebody who had cancer. And then what happened is they learned about stem cell or the geo gnome, and they’re so excited about the science that’s happening today they’re like, oh, thank you, tell me more about this what’s going on with that, and they wanted that, you know, our donors really want to know more about basic science and about what are we doing and how you’re curing diseases? And what do you mean some forms of limb former, now curable? They’re very excited they have this huge, you know, diversion of interests now what’s the lesson in communications, you have to keep fluid, because usually what happens in a medical institution? Our gift officers work in either neural cancer. They work in pods, surgery, breaking down those silos right your earlier and christine’s exactly, because even though you’re you have a cancer donor-centric might change, but it’s building the relationship with a donor that you’re able to really to understand, you’ve got to get outside your own world. Exactly, ladies, we have to leave it there. Thank you very much. Thanks, danny. My pleasure. Christine hughes, director of individual giving, an external relations at westchester medical center foundation and vicky jones, planned e-giving officer for weill cornell medical college. Thanks again. Thanks. Thanks much pleasure listening to tony martignetti non-profit radio coverage of fund-raising day two thousand fourteen. Thanks very much to everybody in the new york city chapter of a f p the association of fund-raising professionals. I hope to be back at fund-raising day twenty fifteen e-giving excellent interviews. We got more live listener love seoul, south korea. Always very loyal. I appreciate that soul. You’re always listening, and i notice it. Thank you very much. Daniel. Haserot beijing, china also very loyal. I appreciate that. Ni hao in mexico, san juan cut down, cartman single. I bet i didn’t pronounce it right. But you’re outside puebla and i’ll bet you know who you are. Welcome live. Listen love to you in mexico also in moscow russia water being australia love it love you and vancouver, british columbia, canada live. Listen, love of course, the podcast pleasantries have to be sent also. Everybody listening wherever they may be on their own time schedule next week, maria simple, our prospect research contributor and the prospect finder, will be with me, and i’ll have another excellent interview from fund-raising day. If you missed any part of today’s show, find it on tony martignetti dot com generosity. Siri’s, i’ll be with them this sunday generosity. Siri’s dot com creative producer is claire meyerhoff. Sam liebowitz is our line producer, shows social media is by julia campbell of jake campbell. Social marketing and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Our music is by scott stein. Read me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Dahna what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything people don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you’ve got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones. Amador is the founder of idealised took two or three years for foundation staff sort of dane toe, add an email. Address card. It was like it was phone. This email thing is right and that’s, why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to heal. You put money in a situation and invested and expected to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for October 31, 2014: 10 Scary Scenarios & Treats In Tech Trends

Big Nonprofit Ideas for the Other 95%

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Gene Takagi: 10 Scary Scenarios

Gene TakagiIt’s our Halloween show, and Gene Takagi is back! He’s our legal contributor and principal of NEO, the Nonprofit & Exempt Organizations Law Group. He’s assembled a list of no-no’s that he sees too too often.

 

 

 

Amy Sample Ward: Treats In Tech Trends

Picture of Amy Sample WardAmy Sample Ward is back! She’s our social media contributor and CEO of NTEN, the Nonprofit Technology Network. She’s got takeaways from the 2014 Fundraising Technology Trends Study

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Oppcoll hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host and it’s halloween happy halloween! I hope that you do something fun for yourself or with your kids. Do something fun today i want to welcome again opportunity collaboration if you’re listening from that wonderful unconference that we were all at two ragas is three weeks ago now welcome welcome to the show, a pleasure to have you from opportunity collaboration in stop of mexico and i’m glad you’re with me. I’d be forced to suffer with clinical vampirism if i had to swallow the fact that you missed today’s show ten scary scenarios jean takagi is back he’s, our smart legal contributor and principle of neo the non-profit and exempt organizations law group he’s assembled the list of no knows that he’s seen too too often and treats in tech trends. Amy sample ward is back she’s are savvy social media contributor and ceo of n ten, the non-profit technology network. She’s got takeaways from the twenty fourteen fund-raising technology trends study between the guests on tony’s take two possum shooting responsive by generosity, siri’s hosting multi charity five k runs and walks and i’m very glad that gene takagi is back month after month. I love it. He’s, the managing attorney of neo in san francisco, the non-profit and exempt organizations law group he edits the popular non-profit law blogged dot com and on twitter he is at gi tak gt a welcome back, jean. Thanks so much, tony. Great to great to be back. And i’m glad to hear you had a good time with opportunity collaboration. I had a chance to go a few years back, did you? You were there a couple years ago. I wass oh, it’s ah, it’s really wonderful experience and it demeans it to call it a conference. It’s it’s, it’s definitely an unconference absolutely wonderful. I i didn’t know you had been there. Cool. All right. Are you thinking about going back? Twenty fifteen? Maybe a couple years down down the road. I would love to go back. Okay? It is very special all around poverty alleviation. So you’ve got some some scary scenarios for us for the halloween show and, uh, one of them is being sued. Yeah, absolutely. I’m probably one of the most terrifying things. For for a non-profit as we go through our list of ten non-profit nightmares getting sued, and particularly if it’s by an employee for something like discrimination or sexual harassment, wrongful termination, privacy violations that can just be terrifying and it’s just, uh, more common than people might think. Yeah, i get well, first of all, you have to credit unite non-profit nightmares. I didn’t think of that one. I thought of scary scenarios. I like non-profit nightmares better. Actually, i wish i wish you wish we had said that. All right, but we’ll stick with scary scenarios. Yeah, seeing your organization and it could even be you individually, right on the on the wrong side of ah, of the little v that stands for against it’s ah it’s. Very disconcerting. Yeah, absolutely. And it could be the nonprofit organization itself. Or it could be one of the non-profits leaders, manager, executive, director or even the board of directors who could all be serving in volunteer capacities, finding themselves on that other side of the law on dh there named as individuals. Right? So they have they individually have to come up with a defense happen and all the legal. Costs that are involved unless they have some sort of insurance that’s going to protect. Okay? And we talked about that. That would be the directors and officers insurance. Yes, you know? And if we’re talking about an employee lawsuit to make sure that directors and officers insurance has some sort of employment practices, liability protection involved, employment practices, liability protection, okay, so if you’re so that’s, what that’s to cover you if you’re sued for some kind of a discrimination in discrimination action? Yeah, discrimination, sexual harassment, wrongful termination, all those type of claims. Okay, way have talked about that. Do you know our directors and officers liability insurance? Very worthwhile having don’t you know, i’m not sure we did mention before i think it’s a majority of all employers that have face to claim sometime within the past five years, i think it’s a little less for non-profit employers with directors and officers insurance, but the average settlement again from some of the materials i’ve read between thirty and forty thousand dollars average defense costs, if you decide to go to court with it, could be about the same, and two thirds of the court cases favor the employees or the plaintiff against the non-profit or non-profit leaders so something really aware of and try to mitigate those risks? A majority are sued on that that’s on the corporate side, more than fifty percent. I’ve haven’t think overall employers over or some sort of claim, okay, past five years. And if you go to trial there’s a two thirds likelihood that the employer is going to lose is that right? Yeah. That’s what i’ve read, i don’t know it, and i think it varies amongst your jurisdiction. So i think california might be, for example, a little bit more employee friendly states like delaware, maybe a little bit more employer friendly. Okay. Okay, well, i trust that you’re reading reliable sources. So when you say through your reading, it’s reliable, i believe you. I believe the sources do that. You trust what else? We have something else we’ve talked about. Excess benefit transactions bother you? Yeah. I mean, that’s, that’s. Something really scary. And just for yeah, for people out there who might not know what that is. That’s basically just excessively paying one of your directors or officers or a family member of a director or officer. Or a business that’s controlled are owned by by one of your directors or officers. We just call them insiders, and when insiders get paid too much there, if they get caught, they’re going to have to return that excessive amount on pay a penalty tax, which could be twenty five percent of that access. So if you overpaid by ten thousand dollars, for example, the penalty would be twenty, five hundred. If you overpaid by one hundred thousand dollars, the penalty would be twenty five thousand. But the scarier thing is that if you don’t correct that within this given time period, basically, before you get assessment on an assessment from the irs, the penalty jumps up to two hundred percent of that excessive amount. So instead of twenty five hundred dollars penalty for a ten thousand dollar excessive payment, all of a sudden you have to return the ten thousand dollars and pay twenty thousand dollars in a penalty tax free iraq. So it could be a really, really scary thing and one of the major irs tools they have against preventing that type of self dealing type transaction to occur. Oh, that’s, the tool, the penalty, the penalty tax and it it really can be pretty harsh. The the other scary thing about about this is that the irs can actually even penalize the board members who approved that transaction, even if they didn’t benefit a benefit from it if they knew that transaction to be excessive, or they reasonably should have known that it was excessive and didn’t look into it. So even board members who don’t benefit from it can be hit with a penalty tax that would be equal to ten percent of the excessive amount. So they got a really careful, and we talked a little bit about this, but and there are procedures to help shift the burden of proof so that if the irs claims that you paid excessively, if you follow these procedures, which are it’s going to get me into jargon jail, you yeah, i know. But, you know, you were thinking over you’ll get yourself right out. You did last time. Do yeah. It’s called the rebuttable presumption of reasonable miss procedures and basically what it means is that there’s a presumption that the compensation was reasonable if you followed the steps and basically it’s just the interested party discloses the interest to the board. The board votes on it in the majority who are not interested in that transaction favorite. And they based that that approval on comparables that are that are reasonable comparables for that. And if you do that, then the irs has the burden of proof to prove that it was excessive. The irs usually doesn’t want to go through all of that, so they’re going to pick pick lower hanging fruit to go after in most okay. And the last time we talked about this was the march twenty second twenty thirteen show. If anybody wants to go back and we did talk a decent amount, i think about that that reasonable, the presumption of reasonableness on dh what what the cops should look like and things like that, okay, yeah, i mean, there’s, some really there’s, some serious penalties. Now, these are things that you see, right? Yeah, we see them fairly often if you if you make a payment toe one of your insiders and you don’t report it to the irs is a payment and they don’t report it to the irs. Sometimes people call them stipends and things and nobody reports it anywhere, and you get caught with that that’s automatically and access benefit transaction there. There doesn’t have to be any investigation. If that happened, you’re automatically hit with that penalty tax, so be very, very careful. All right, we have ah, we have a bunch more to go through. Ah, ten scary scenarios non-profit nightmares were going to go out for a couple minutes when we come back. Jean, i’ll keep going. You’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation really all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura the chronicle website philanthropy dot com fund-raising fundamentals the better way dahna welcome back to big non-profit ideas for the other ninety five percent. Gotta send live listener love and let’s start abroad. I wonder if some of these listeners are from from opportunity collaboration mexico city, mexico when a star dies, sir j frantz, bonn jur, dusseldorf, germany, gooden, tog and lots of asian listeners, many in japan, tokyo, hiroshima, mito, kyoto, konnichi juana let’s come back to the u s new bern, north carolina live listener love, beverly, massachusetts and woodbridge, new jersey there’s. Lots more live listener love coming, of course, podcast pleasantries to those of you listening wherever you may be at whatever time you’re listen, whatever day, whatever activity you’re doing pleasantries to the podcast crowd almost ten thousand of you, jean let’s, continue with our with our non-profit nightmares. I’m taking on your non-profit nightmares because i like it better than my scary scenarios. What else you got for us? Nightmares or scary scenarios. My third choice is not withholding and cheering, paying payroll taxes. That is just a terrifying things. Look at gene’s got sound effects, some affection sound effect from san francisco about that because it’s, often done because of poor budgeting at organization, doesn’t have enough to pay payroll taxes and decided to defer payment and make sure that it’s making payroll in paying vendors on dh just ah, delaying or deferring the irs payments. But if you don’t pay payroll taxes, there are very, very harsh penalties and interest. Ah, and the scariest thing about that is directors could be personally liable, and i’ll repeat that again, volunteered directors could be personally liable for paying the taxes, the interests and the penalties that hadn’t been properly withheld in paid because the attorneys generals may think this isn’t she shouldn’t be paid with charitable resource is this is a deficiency or breach of fiduciary duty, and it really should be paid by the directors, so not withholding and paying payroll taxes really, really scary. Damn all right, and a lot of personal potential liability. This is the independent contractor versus employee, right? Well, that’s another way, there’s the first way. That is just not saying it because you’re paying other. Okay, okay, having an employee, but not paying. It. And then the other is misclassifying someone as an independent contractor to avoid paying it exactly right. You might not think you’re doing get to avoid pay. You might just think, well, i have a choice as an employer whether to classify a worker’s, an independent contractor, an employee. But of course, you don’t necessarily have that choice. Your guest. A few weeks ago, i had explained that’s, right? That was you eat huge tomb and he’s a c p a. And that show was on june sixth, and i have a guest here in the studio, jessica allen, who was a bookkeeper, and she’s nodding her head vigorously. Yes, to everything you’re saying. Because clearly, jessica sees this mischaracterization a lot or the failure to pay the taxes. Yes, both. Yes. Just kisses on both. Uh, whatever the june six show, we talked a lot about that with huge tomb. What else you got? So the next one i have is endorsing a political candidate for public office. And five a onesie. Three’s air definitely not allowed to do that. And the penalty can be revocation of their tax exempt status so they can lose their five. Twenty. Three status if they endorse a political candidate. Now, i think most organizations are savvy enough not to go in directly endorse a candidate or make a political contribution to a candidate, but they can also happen unintentionally just by inviting someone to speak at a charity event who might be an incumbent. I’m not giving them explicit instructions that she or he can’t campaign at the event or creating a legislative scorecard that compares candidates on a select number of issues important to the non-profit but it’s not done in a non partisan manner. Okay, so it can be done, but it has to be ah, has to be done equitably fairly across all the different opinions. Yeah, you’ll sometimes seemed the organizations like the legal world women voters come up with with legislative score cars and and they’re going to be a comprehensive look att just a broad array of legislation in how that candidates particular candidates foreign office may have voted in-kind such legislation, but they’re not going to just be selected to important issues to that non-profit their going to cross honore of areas and that’s that’s the way to do it nonpartisan if you just sort of select the things that are important to your organization, whether it be women’s rights or an environment or climate change, then you can really get in trouble that way. Okay, you can also get in trouble in social media, like on when someone posts on your facebook page, for instance, yeah, absolutely. So imagine somebody posting on your facebook page that you should vote for a political candidate for public office and you moderate the page. So you you really cleanse it of any defamatory statements or anything like that. But you don’t you leave those items up there? Well, that could be seen as tacitly endorsing the candidates enough, and you’re responsible for that for that facebook page, and you have that control. So by leaving it up, you expose yourself. Now what if you what if you don’t monitor your facebook page? Well, that makes that makes it a little bit more tricky. T now that we would just advise people to be careful of that anyway, because there’s all sorts of statements on that facebook page that might get you in trouble in other ways. All right, so that’s, why you leave them up? Okay? But it becomes more of an issue that you’d have to take a look at all the facts and circumstances if you don’t moderate it all. And there are few political endorsement from the general public, not from your staff and not from your volunteers, but from the general public. Okay, on dh, you can also get into trouble if someone makes a personal endorsement, right? And then it gets perceived to be organizational. Yeah, so you’ll see a lot of times, executives or sometimes board members endorse a political candidate, and their affiliation with the non-profit is going to be listed in that advertisement, or or endorsement. And if it’s done properly, there’s going to be some sort of disclaimer there that says that the organizational affiliation is written for ours, included just for identification purposes and in no way shows that the organization is also endorsing the candidate. But without that disclaimer, it might be seen specially if it’s an executive director or chair, the board that the organization self is improperly endorsing a political candidate again could jeopardize the organization’s exempt status. Okay, so so a simple disclaimer will cover us there. Yeah, but the, you know the non-profits not in control of that page. So you’ve got to make sure that your executives know if they’re going to allow their names and the organizational affiliations to be put onto a newspaper or some other advertisement for the benefit of a political candidate that they insist that that disclaimers there and the penalty for this is pretty severe. You mentioned loss of your five a onesie three status? Yeah. Is that all you want? You got to say more than. Yep. Come on. Well, i mean, how often does is how often does this happen either, yet either say more than yet, forgive me the living in that scary, that screaming which again? But, you know, so, you know, i mean handup okay, how often do you see that? That that sanction? Uh, you don’t see it very often because organizations are usually pretty good about it. And if you you know, if it happens once or twice tow an organization over a number of years, they might be a little lax about it. But if it combined with other things that show that you are really pushing it on endorsing political candidates, if not directly, indirectly then then you do see a few times i wouldn’t i wouldn’t say it’s a very common, but you do see a few times organisations lose their tax exempt status, and whenever it’s election season we see it more. I presume you would get a warning letter from the irs first depends how how bad your other activities are in terms of endorsing. So we talked about that legislative score card if you did that in a partisan matter, if you were allowing the particular candidate teo, get mohr you side of your organizational resource is than other candidates for the same office, and it showed that you were really acting in a partisan manner on a particular election, there could be a complaint from the other side and it’s the complaint that would likely launch the audit or investigation and that’s where you could be in danger of losing your tax. That man you get, the irs is investigating you, even if it’s not, we’re not even talking about a tax audit here. We’re talking about activity around election hearing i just that’s something i don’t think you want. I don’t think you want any government agency pouring through. Your emails and your social media pages, and i don’t know what else they would look at internal communications, maybe boardmember it’s oh, man, that sounds like a really nightmare. Talk about nightmare. Yeah, and on the other hand, tony, you’ve got to be careful not to tell any individual staff members, including your executive, that they can’t endorse political candidates because, of course, they have constitutional rights that they can as individuals endorse anybody they want, but they just can’t use that organizational affiliation without some sort of disclaimer. Have you ever been through an audit like this again? Not talking about tax, but whether it’s election hearing or anything else? Where the where the irs was questioning the activities of ah, of someone you were a client, you’re representing an organization? Not to the extent that they were threatening revocation, but we’ve certainly dealt with dad let’s examinations of political statement. Yeah, what is that? Like? What? How detailed do they get? Well, maybe that’s segways into my next nightmare and that’s having the i r s or the attorney general audit your organization regardless of whether they find anything writer or wrong it’s usually like when somebody surprises you and visit your home, or at least my home, and you haven’t had a chance to do any housekeeping that, you know, if you really dig in, teo, be probably confined all sorts of tiny little buy-in actions and one on a while you might be able to find more bigger violation that you don’t want to get out there, either to the irs or to the general public, including your donors and supporters, because they could be very embarrassing to the organization that going through an i r s or attorney general audit that, you know, if you’re lucky, it’s it’s, a correspondent, thought it, meaning that they’re just asking for paperwork. Okay, unlucky. They come into your office and they lived there basically for weeks and maybe even months or even longer. What are they doing? What are they doing? For weeks and months? They’re scouring all of your books. They’re interviewing employees to see whether you’ve done anything right or wrong right now they’re looking for something wrong. Yeah, and hopefully you’re telling them all good things so that you stay out of trouble, but if they’ve got reason, if they feel like they’ve got reason to investigate you, they could be in there for a very long time looking for for for that dirt. So you’ve got to be very, very cautious, damned if you’re going to if you get any sort of notice from the irs or your your state’s attorney general that they’re going to conduct some sort of audit on your organization, contact an attorney right away. You want to make sure that you’re prepared so you can get your house in order a little bit before they come. And if you don’t have the right policies in place to sort of mitigate what you know, poor responses they may have of your organisation, that that you get a chance to develop those policies during that interim period before they come. So at least you could say you’re proactively taking steps already even before they’ve noted anything. Do you have to give them office space? I mean, what if you tell them our officer’s? You know, it’s very crowded here, there’s just no desk space available for you. Can you keep them out that way? You know that we don’t have a phone or desk outlet stores, outlets, outlets are very scarce is that yeah, if you’re very very tiny than then, you know, there may not be a facility to sort of for them you’re right about that. I mean, keep them in the hallway or something, or in the elevator shaft or down in the lobby, maybe wherever it’s going to be, you’re not going to be a very pretty sight, but if you have your books in order and you’re giving them information and you’re very cooperative and you have a very active board with good minutes of board meetings that show proper due diligence that’s really going to help you in an audit, but if you’re careless, if you don’t have a lot of policies, if the board is really just rubber stamping decisions of the executive that’s going to be pretty evident quickly and an audit and that’s going to make him stay longer, well, that’s yeah, exactly, and we’ve talked about this before, too, but i’m glad we’re reiterating. Not following your own policies on dh you you cite a good example of governance policies when an organization says that they want to follow robert’s rules of order? Yeah, i mean, so you know, i often see by-laws of organizations that say we will follow our we must follow robert’s rules of order, which is, you know, six hundred to seven hundred pages that’s updated every once in a while every couple of years, and you’re you’re agreeing to incorporate all of that as rules of your organizations. And for most charities, that just doesn’t make any sense, and it creates all sorts of possibilities for a dissenting director or a dissenting member to find a procedural defect in those six hundred pages that you didn’t comply with and reverse or stop any action that the majority of the board might have wanted to take and thought they had taken all the center just to be hit with this, you’ve got a procedural defect, i’m questioning the action and going to reverse it, and maybe i’ll sue you if you if you say that you just disregarding my statement because our by-laws say we’ve gotta follow these rules. I see. Okay, so it’s as if it is incorporated into the by-laws okay, we just have a couple minutes left, and i know there’s other things we want to talk about, um, but we won’t be able to spend quite as much time the you could be you could be perceived as a private foundation, even though you’re a public charity. Yeah, most public charities become public cherries by passing this math tests, the most common test is a one third public support test that’s measured over a five year rolling period. And if you get enough small donations from the general public, you’ll meet that test. But one big private foundation grant, especially if you’re on the borderline of that one there’s support one big private foundation grant could tip you over into public chair, i mean, into private foundations status, and if that happens, most private foundations will no longer make grants to you because they only make grants to public charities and not the other private foundations. So it’s a very, very terrifying concern for any public charity that sitting on the borderline of their public support especially if it’s lower than one third and they’re going to get a big private foundation grant. Okay, way. Have to move on. What else? What’s another one napor ten delegating things to individuals you don’t know very well so maybe you let your volunteers run. From events for you, but you don’t do background checks on them, it’s kind of like, would you allow someone to care for your child without checking on their background? Probably not. I hope not. But would you allow volunteers to take care of other people’s children without checking on their background? Maybe in a kind of summer camp situation? Or do your employees, board members or other volunteers you know, have they been vetted and trained to be responsible for activities that you’ve told them to be responsible for? How how are these supervised? Okay, they embezzle or engage in fraudulent activities? Did anybody conduct a background check before they were put in a position to be able to do that? Those air, all terrifying concerns for me, there’s one around social media, which i am going to summarize for us, and we’ve talked about it and amy sample ward and i have talked about it too, which is making sure that you have a social media policy. And why don’t you give us our last one of the ten nightmare non-profit nightmares? Gene? Sure, signing a contract if you can’t live up to it, you know you get hit with breach of contact. You damage your reputation. Maybe you can’t make a required payment or you can’t deliver the promise. Good or service or you rep misrepresent facts that you said that were true inn representations and warranties in the contract that you didn’t carefully check. You do that you can really hurt your reputation. You could get sued very, very ugly non-profit nightmare jean takagi, managing attorney of neo non-profit and exempt organizations law group in san francisco. You’ll find him on twitter at g tak. And you also and it’s the non-profit law blawg dotcom. Thank you very much, gene. Always a pleasure. Great. Thanks, tony. Have a great halloween. Thank you. You want to go to which one more time, can you? I don’t have that it’s. Not cute up, which is not cute. Okay, that’s. Right. All right, that’ll do. Thanks, jane. I think that generosity siri’s they host five k runs and walks and into sunday’s on november ninth. I am seeing their new york city event for them. With them. They’re expecting about three hundred runners in riverside park from nine different charities. So think about that’s. Roughly an average of thirty. Runners and walkers for charity. No organization could run an event with thirty people. It would be a disaster. You would cancel it, cancel it if you had only thirty thirty participants but generosity siri’s puts a bunch of charities together, creates a community among their charity partners. They all raised money individually for each of their own causes. And they come together. And now there’s three hundred participants. So it’s going to be great fun and charity. Sorry, generosity. Siri’s also takes care of all the background work, like the medals and the licenses from the parks department and nypd and the sound system and the finish and start arches and the port a potties. All this stuff that you would have to deal with if you were running five k, they take care of it all. They have events coming up in new jersey. Miami in philadelphia, of course. Too late to join the new york one, but new york. Sorry, new jersey. Miami in philadelphia. David linn is the ceo there. Please tell him you’re from non-profit radio. Give him a call because i’d like to talk to people that’s the way i do business seven one. Eight five o six nine triple seven and of course, they’re also at generosity siri’s dot com this week’s video on my site is possum shooting and also giving tuesday twenty fourteen you’ll have to watch teo get the possum story, but giving tuesday is the tuesday after thanksgiving that’s december second this year, and on the site i’ve gotta round up of links to a bunch of videos and e-giving tuesday, tools and advice from people contributing to giving tuesday beth cantor is among them catch a fire dot org’s among them bunch of others, i hope it’s a valuable roundup. I’ve been getting some good replies on twitter, so i think it is and that is all at tony martignetti dot com that’s tony’s take two for friday thirty first of october halloween forty third show of this year. Amy sample ward is with me, she’s, also on the east coast, just like jean but she’s up in portland, oregon. She’s the ceo of non-profit technology network and ten her most recent co authored book is social change any time everywhere about online multi-channel engagement it’s an outstanding book her block is amy sample, war dot or ge? And she’s at amy, r s ward on twitter. Welcome back, amy. Thanks. I think i think you’re tricking people because it’s halloween, it’s the west coast, not the east. Then i say you’re also on the east. Then i say here and i say that portland is on the east coast. Yes, there is. Portland on the east coast is just not the portland. Where i said is that we will be portland, maine, right? Right. Okay. Sorry about that. Thank you. Know where? Jean and amy how’s your halloween going over here on the east coast. It’s going very nicely. It’s a look. Cool. Ah, a lot of kids in costumes and makeup. It’s fun. It’s fun. Good. Are you doing something for your halloween? Uh, well, i think for the first time, probably in my life, i will be living in the house where we could have trick or treaters. So we we’ve bought probably more candy than is reasonable, but we’re very excited to have some trick or treaters come by. Excellent that’s. Right? This is your first halloween owning a home. Congratulations. That was during the summer. You got it, right? Was like junior you. Are very good. My voice just cracked like i’m fourteen very good you’re just so excited about trigger traitors. Um okay, so you’ve you’ve come through the fund-raising technology trends study for us who this is ah, find accounting software dot com right in partnership with a f p a f p and find accounting software dot com and i want to thank adam bloom ner for bringing it to my attention. And then ah, you, you and i decided it would be be good. Good for discussion. Yeah. What did you find in there? It’s. Interesting. Well, i mean, i think there’s a lot that’s interesting in their andi i like the way that it is kind of broken out into different areas of interest. So one of the first pieces that i thought would be interesting to pull up because i think this is a big area of mis conception for organizations, and that is that, of course, that your organization is bigger. Well, then you’re just goingto automatically do better on that’s. Not necessarily the cases they found in their report. Focus on fund-raising, but also something we see at antenen our research just generally about technology. And and organizational effectiveness simply having a bigger budget as an organization does not have any correlation to you doing better to doing better work to being more effective. Yeah, just a good tone to start with that even if you are really small organization, it doesn’t mean you can’t be, you know, increasing your your fund-raising revenue year every year, you know, just like the bigger organization, yeah, it was very uplifting, your right to see those they had a bar chart to see small, midsize and large organizations all pretty much equivalent in terms of fund-raising fund-raising revenue growth. Yeah, exactly. And you see the same thing i mean, ultimately, i think it, you know, not necessarily a so just sit back and relax we’ll you know, just because you’re small, you’re probably doing better, but at least releases you from feeling like you don’t have any hope of of doing better because you’re small, but of course, you need to be paying attention to what is going to help you be affective and what’s going to help you be, you know, pretty savvy and your fund-raising i saw that on ly twelve percent of organization cited standing out from others as a fund-raising challenge. And so i think that’s related, you know, there are very few people are seeing that as a problem getting getting their message clearly heard, right, which is charging for small i mean, yeah, i definitely thought that was interesting because i feel like that is something that gets talked about a lot, you know, there’s there’s certainly plenty of fund-raising blog’s or, you know, tips and tricks for your fund-raising where it all focuses on really trying to share your unique message and, you know, show how you’re different from other organizations on dh for very few people, you know, only twelve percent said that was an issue, maybe that’s because they think they’re doing really well or leaving it because they haven’t thought to try and address that. Okay, yeah. Could be okay. Yes way do hear that a lot that, you know, how do i stand out? And you and i have talked about hundreds of strategies and tactics for making yourself unique to your to your constituents. Yeah. What else? What else did you see in there? Well, i’m kind of on that same lens. I thought that it was interesting that they found that many of the survey respondents did not cite technology as their biggest issue, but many of their biggest issues that they sighted. We’re somewhat related to communications on dh when i think i struck me about that, is that that it almost assumed or implied that technology wasn’t a part of those kind of communication issues? And i think it very much is it? If you have, for example, you know, a database that’s helping you track if someone has ah, you know, opened different email messages, even if they haven’t donated you can get a better sense for how to communicate with them, you know? You’re getting them to open the message, but they’re just not taking action, you know, i think there that’s just one example, but there’s so much that technology can do to help you understand how your communication is working and or not working, you know, and what to try next, you know, technology isn’t just this database that’s it’s over here by itself, you know, it’s really kind of underpinning all of those different communication pieces, whether it’s, your actual messages you’re sending out or your communications plan. Or figuring out, you know which messages works. And we call this on dh the survey, those two communications issues, i think of them two as relationship issues because they they’re talking about things in there, like deepening relationship. These are things that were questions deepening relationships, um, converting interest into donations on getting larger donations. I think of those as you know, this, i guess it’s anonymous, but i think of it all as under the rubric of relationship building, definitely on again, you know, i think there’s this tendency to kind of think of of it is two different buckets that are totally isolated from each other there’s relationship building and fund-raising which is having that gala, everybody being in the same room, you know, or taking that person out to lunch and learning about what they’re interested and and why they’re maybe wanting to support your organization and then almost as if all of that has to be totally separate there’s this idea connections not even relationships, but just connections online, people that are, you know, on your facebook page or on your email list, and i think we really miss miss the opportunity to tie those. Together, people that were at that gala event that also are on our email list and we should be, you know, creating messages that recognize they were at the gala and not just that they’re a random person on the email list, you know, really connecting those two worlds so that we are creating deeper relationships because it’s not sustainable, to think every week you’re taking that person out to lunch, but if you think about, you know, a couple times a year taking them out and then every week having something relevant, teo, email them about mean that make a man could make a huge impact in that individual feeling like they’re connected to your work and that’s deeply related to the stuff you and i talk about what we say multi-channel you know, multi-channel strategies you have, you have your real life strategies, the online and then multiple, you know, multiple within both whether it’s lunch, gala parlour events you know face-to-face live or whether it’s email you’re blogged, twitter, facebook, whatever is appropriate, you know, online and yes, we’ve said this so many times, but it’s always critical, you know, and it’s it’s it’s hard for some. Organization to implement, they don’t think that way, right? But i think it’s, because organizations that don’t think that way are thinking about it as an organizational, um, process there thinking we have this message and were sending it out over here. Some other staff person is, you know, planning the annual gala, some totally other staff person is the one who probably go, you know, maybe the executive director who’s going out meeting with people and we don’t ever stop to create a better process inside the organization that reflects those people are humans, they are individuals, their experience with us is not divided up by which department we work in their experience with us as an organization. So if we aren’t connected across across the staff, you know, if we’re saying that the person working on the gala just kind of keeps their own list and is doing their own job and everyone that comes to that it’s totally separate, well, we’re never going to create a very good relationship with all those people because we’re never going to recognize oh, there also on our email list or a couple of them actually did go out to lunch. With our executive director, you know, they’re gonna have this really stop and start relationship with the organization. Yeah, very narrow. Well, yes, when the organisation looks narrowly and myopically. Right? Right. Okay, well put now, there was good news about technology in the study as well. Definitely. I was really excited to see some of the findings they highlighted specifically to the technology tools you know, the survey respondents were using first super great indicator was that theorems were ah, leading tool that organizations were using a sierra meaning york your database and what what’s happy about that? What? What makes me really excited is that that says to me, organization are moving away from this kind of not ideal, but also, i think, set up not out of intention, but just out of happenstance and that many organizations have you no totally separate email list management, a totally separate database for people that are coming to their events and registering to participate totally separate database, you know, for people who donated and seen organizations invest in having one central database where all of that data can live doesn’t just i mean, it’s probably less crazy making in-kind the organization, because everyone has all of these different, you know, databases in place, but it also means that the organization their position to have those those relevant messages to be able to communicate about what people have really done. If all that data is in one place, you can actually create an email that says, hey, tony, thank you for coming to the gala last week and here’s what we like you too dio, you know, because you’re able to pull from the database and know who came, who donated in the past, who attended a separate event, you know, and really use that data to your advantage to make message is much more relevant. So i think that a really great indicator, okay? And there was some as well, uplifting news about use of analytics. Oh, doesn’t i mean, i was actually surprised that it had even been added to the survey because i feel like it’s so often overlooked, really excited that, you know, for them putting the survey together, they included that as an option. And so many people said they really are using web analytics in there in their fund-raising on and that’s not because somehow in the analytics your, you know, getting donations from people but that’s where you’re going to see, you know which pages on the web site are people just dropping off? Which pages could we optimize better? You know which pages air people actually clicking on and staying on a long time? You know what content there is that where we have stories about our impact, you know, you could just learn so much about how people are using or ultimately not using the website. You can make a lot of informed decisions about which content to upstate you know, you probably don’t need to update your entire website, but using analytics you can figure out maybe there’s a couple web forms, maybe there’s a couple sign up pages that really you’re just losing so many people? What did you just focus on updating those and making it really easy and see a really huge difference? We got to go away for a couple minutes when we returned. Of course, i mean, i’m going to keep talking about treats in tech trends as we look at the twenty fourteen fund-raising technology trends study, stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked neo-sage levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guest directly. To sign up, visit the facebook page for tony martignetti dot com. I’m rob mitchell, ceo of atlas, of giving. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. More live listener love got multiple us locations, but they’re they’re massed for some reason, we don’t know, you know where you are, so i don’t know if you’re with the nsa or with some other three letter agency of the government, but multiple u s cities or their live listener love to you and new york city. Also checking in love to have new york, new york here going abroad. Bunche from china, beijing, chungking, chunjin and cheng tao also taipei, taiwan to all of you live listener love ni hao and korea is with us. We don’t know where in career, but we see korea anya haserot any sample ward? Your west coast, portland, oregon hello. Hello. Do you have anything? I don’t know what it means if we potentially have three letter government agencies listening to your show. What have you been doing? That’s. What? They’re that’s what? They’re listening to find out. I mean, i’m certainly not going to reveal it. They have to gonna have to do their own due diligence. They’re on their way round there. They’re on their own with their unlimited budgets and staff. Um, let’s. See? Okay, so let’s, continue. Wait. So we know that we love wave analytics, you were you were impressed that that was part of the survey, and we’ve talked about you know, we’ve covered a lot of this web analytics critical like you’re saying, you don’t know how you’re you don’t know how to improve if you don’t know how you’re doing and you don’t know how you’re doing if you don’t measure exactly, and i think that, um, maybe testing so, you know, having to pages that are essentially the same page, but something is slightly different, and testing that on your web site is is most fun but is also most valuable when you do that. Maybe testing on, for example, donation form pages or call to action pages where you’re saying here’s our story we want you to give, click on that donate button and being able to test in real time. Which button to use which photo to use which story to use on dh? There are a lot of free tools that we’ve even talked about on the show before to help you do that. A b test name you don’t have to be technical, but you congest use these tools. To help test those pages in real time and then say great, the one with the blue sticker is working let’s use that. So checking out tools like optimized li i mean, there’s just there’s a lot of different free three, maybe testing tools, but i think they can make a really big difference. And i mean it’s october thirty first. Probably every listener has already started or is about to launch their end of your fund-raising campaigns, so get ready to you don’t have to do it ahead of time. Do it well that while that campaign is live, test out which page is working and, you know, depending on how much traffic you have, you could spend a knauer you could spend a day and already see a difference between the two auctions and put that better page into use okay? And and related to these tools, um, i saw that eighty percent of the survey respondents recognized tex value for their fund-raising but on ly a third felt that they have all the tech tools that they need. Exactly. That was disappoint that part. The second part was disappointing. Yeah, and i think there was kind of ah, ah related finding to that people the data at least suggested for those organizations who said that their fund-raising was effective or was really effective, that they were also using twice as many software programs or technology tools as those who said that their software was ineffective. Oh, it’s. So i think that i think that the takeaway or the reminder, at least from my experience, isn’t that that means used every tool you can come across. I mean, you don’t want to be using so many tools, but now your time is spent trying to use these tools, i’m not fund-raising but i think it is a reminder that just having the database is probably not going toe give you everything you need, you know, or just relying on web analytics to figure out what works well, you’re not you’re never going to test every message in that way, you know? So recognizing that you’re going to need, you know, kind of ah can fall or so of different tools that are being used purposefully and strategically to help you craft that full campaign, the full message, etcetera, but that you can’t rely on a single tool and you also don’t want to go so far that you’re using so many you spin and you know, you’re just keeping all those spinning plates going let’s move from tools, tio two different channels there was there was a lot of about multi-channel which we’ve talked about, and we only have about only about two minutes left. Great, i think what didn’t surprise me at all was that the leading channel, with eighty three percent of respondents saying they used that channel, is in person events meeting? I mean, we all know fund-raising you’ve got to connect with people off line and what was really exciting is that the second, you know, eighty one percent right behind that was our website. I feel like so many organizations forget that the website is central to your work because they think, well, facebook is where the people are, twitter is where the people are, and we kind of forget about our website, but that is our central backbone of every ask every campaign you know, all of our information and regardless of age, bracket of age demographic majority of people say they visit a non-profits website before they decided they’re going to give so keeping that website as your your real face of the organization, i think it’s critical, we have just like, a minute left or so so i want everyone to know that the survey is called twenty fourteen fund-raising technology trends study and you’ll find it at find accounting software dot com and i mean, let me give you the last minute to ah, explain how and ten might help people with their non-profit technology issues excellent. Yeah, and the inten community now has over fifty thousand people all over the world who are trying to figure out the best ways to use technology, whether it’s in fund-raising it’s in advocacy, it’s in programs and direct service. So you are welcome to come be a part of the community. Ask your questions brag about this end of your campaign that you’ve got that’s going to be amazing, whatever it is, it first and foremost is a community of non-profit staff really trying to share and learn from each other, so i invite everybody to come share what you’re working on, learn from other people that are ramping up their fund-raising campaigns for the end of the year and just be a part of this community and tend really is excellent. I’m a member, but there is a lot of free resource is available for people who are not members, so you should visit and ten dot or ge and amy, we have to leave it there. Thank you very much. Thank you so much. Happy halloween! Thank you. Buying me you’ll find her on twitter at amy r s ward next week. Allison dorsey from linked in she works for lincoln, she’ll be in the studio and we’re talking about their volunteermatch it place, i’m going to try to pump her for some insider lincoln info. Also, i’ll have an interview from fund-raising day. If you missed any part of today’s show, find it on tony martignetti dot com generosity siri’s think of them fondly, please generosity, siri’s dot com. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer shows social media is by julia campbell of jake campbell social marketing on the remote producer of tony martignetti non-profit radio is john federico of the new rules this music it’s by scott stein of brooklyn you with me next week for non-profit radio big non-profit ideas for the other, ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything people don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones. Amador is the founder of idealised took two or three years for foundation staff sort of dane toe add an email. Address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge. Somehow they’ve gotten in touch kind of off line as it were on dno. Two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Video: Giving Tuesday 2014 With Possum Shooting

FAQs

Tools from givingtuesday.org–really valuable, like a press release; unselfie tools; and event checklist

Cooking your Tennessee possum

Webinars on using the social networks from givingtuesday.org

Shorter videos called Summer School (thank you Beth Kanter for revealing these)

Nonprofit Radio: Rachel Hutchisson and Anastasia Dellaccio on the history of Giving Tuesday and how you can get involved

“Only 37 Days Until #GivingTuesday” from Catchafire.org

“8 Last Minute Facebook Tactics” that will work this year but John Haydon wrote them in 2013. He was thinking ahead.

A challenge to Giving Tuesday by Seth Rosen

#GivingTuesday on Twitter

Henry Timms on Twitter